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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK ETF TRUST 3,270.0 $247K 0.04% -444.0 -11.9% $75.45 +36.3%
62 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 22,341.0 $244K 0.04% -3K -11.6% $10.92 -11.3%
63 Q QNITY ELECTRONICS INC Technology 1,462.0 $239K 0.04% -729.0 -33.3% $163.31 -21.1%
64 LITHIUM AMERS CORP NEW 61,111.0 $235K 0.03% -9K -12.3% $3.85
65 DIS DISNEY WALT CO Communication Services 2,380.0 $229K 0.03% -10K -80.1% $96.28 +11.9%
66 RTX RTX CORPORATION Industrials 1,190.0 $226K 0.03% -59.0 -4.7% $189.85 +10.6%
67 FPE FIRST TR EXCH TRADED FD III 10,240.0 $183K 0.03% -219.0 -2.1% $17.88 -1.2%
68 VMO INVESCO MUN OPPORTUNIT TR Financial Services 10,410.0 $103K 0.01% -2K -17.6% $9.87 -1.9%
69 PLUG PLUG PWR INC Industrials 14,461.0 $39K 0.01% -565.0 -3.8% $2.71 -16.2%
Page 4 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%