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Portfolio (Quarterly) Guide ↗

Encompass More Asset Management

· CIK 0002011218
13F Portfolio $687M AUM 283 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 107 Added 69 Reduced 55 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUVEEN CR STRATEGIES INCOME 92,852.0 $451K 0.07% -18K -16.1% $4.86
42 TBUX T ROWE PRICE EXCHANGE-TRADED 8,839.0 $440K 0.06% -35K -79.8% $49.77 +0.3%
43 BAC BANK OF AMER CORP Financial Services 7,676.0 $437K 0.06% -380.0 -4.7% $56.99 +8.3%
44 XDSQ INNOVATOR ETFS TRUST 9,802.0 $421K 0.06% -3K -22.2% $42.96 +3.2%
45 SHEL SHELL PLC Energy 5,367.0 $416K 0.06% -63.0 -1.2% $77.54 +20.4%
46 ISHARES TR 14,121.0 $385K 0.06% -3K -16.8% $27.24
47 FIRST TR EXCHNG TRADED FD VI 11,621.0 $381K 0.06% -2K -16.3% $32.83
48 DYFI ETF OPPORTUNITIES TRUST 16,388.0 $373K 0.05% -1K -6.3% $22.76 -0.5%
49 HD HOME DEPOT INC Consumer Cyclical 1,040.0 $367K 0.05% -100.0 -8.8% $352.92 -4.9%
50 HSY HERSHEY CO Consumer Defensive 2,071.0 $363K 0.05% -130.0 -5.9% $175.45 +6.3%
51 V VISA INC Financial Services 1,057.0 $363K 0.05% -150.0 -12.4% $343.27 +8.1%
52 XDQQ INNOVATOR ETFS TRUST 8,147.0 $332K 0.05% -2K -22.1% $40.72 -2.5%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 1,099.0 $309K 0.04% -30.0 -2.7% $281.38 -16.2%
54 HALO HALOZYME THERAPEUTICS INC Healthcare 3,816.0 $299K 0.04% -72.0 -1.9% $78.27 +38.2%
55 UPS UNITED PARCEL SVCS INC Industrials 2,772.0 $298K 0.04% -1K -28.2% $107.51 -5.1%
56 MA MASTERCARD INCORPORATED Financial Services 562.0 $289K 0.04% -18.0 -3.1% $513.66 +13.0%
57 ABBV ABBVIE INC Healthcare 1,118.0 $281K 0.04% -25.0 -2.2% $251.69 +5.3%
58 FFOG FRANKLIN TEMPLETON ETF TR 5,291.0 $273K 0.04% -181.0 -3.3% $51.52 -4.3%
59 BA BOEING CO Industrials 1,244.0 $269K 0.04% -90.0 -6.8% $216.53 -1.1%
60 AVGO BROADCOM INC Technology 690.0 $261K 0.04% -4K -85.0% $378.11 -2.6%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.1%
Technology 17.2%
Consumer Cyclical 8.7%
Communication Services 3.9%
Industrials 2.9%
Healthcare 2.7%
Energy 1.9%
Consumer Defensive 1.9%
Utilities 1.4%
Basic Materials 0.2%