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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 11 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HSY HERSHEY CO Consumer Defensive 2,071.0 $363K 0.05% -130.0 -5.9% $175.45 +6.3%
202 TMAT NORTHERN LTS FD TR IV 11,553.0 $363K 0.05% +254.0 +2.2% $31.43 -7.6%
203 V VISA INC Financial Services 1,057.0 $363K 0.05% -150.0 -12.4% $343.27 +8.1%
204 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,228.0 $357K 0.05% +53.0 +4.5% $290.70 -8.2%
205 UAL UNITED AIRLS HLDGS INC Industrials 2,609.0 $355K 0.05% $135.99 -16.8%
206 SFLR INNOVATOR ETFS TRUST 9,079.0 $350K 0.05% NEW $38.58 +0.6%
207 KO COCA COLA CO Consumer Defensive 4,291.0 $349K 0.05% +286.0 +7.1% $81.27 +12.1%
208 IVV ISHARES TR 449.0 $336K 0.05% $749.02 +2.7%
209 XDQQ INNOVATOR ETFS TRUST 8,147.0 $332K 0.05% -2K -22.1% $40.72 -2.5%
210 LVHI LEGG MASON ETF INVT 8,155.0 $331K 0.05% +2K +24.2% $40.59 +5.9%
211 ADI ANALOG DEVICES INC Technology 823.0 $327K 0.05% +36.0 +4.6% $397.32 -6.1%
212 GSY INVESCO ACTIVELY MANAGED EXC 6,299.0 $316K 0.05% +2K +55.3% $50.15 +0.3%
213 FTSD FRANKLIN ETF TR 3,477.0 $315K 0.05% +677.0 +24.2% $90.51 -0.4%
214 XLP SELECT SECTOR SPDR TR 3,769.0 $313K 0.05% +2K +69.3% $83.08 +3.5%
215 OXY OCCIDENTAL PETE CORP Energy 6,410.0 $311K 0.04% +162.0 +2.6% $48.58 +26.2%
216 IBM INTERNATIONAL BUSINESS MACHS Technology 1,099.0 $309K 0.04% -30.0 -2.7% $281.38 -16.2%
217 BLV VANGUARD BD INDEX FDS 4,477.0 $309K 0.04% NEW $68.93 -4.5%
218 FLRN SPDR SERIES TRUST 10,001.0 $309K 0.04% NEW $30.85 -0.1%
219 CVX CHEVRON CORPORATION Energy 1,850.0 $307K 0.04% +85.0 +4.8% $165.77 +23.8%
220 HALO HALOZYME THERAPEUTICS INC Healthcare 3,816.0 $299K 0.04% -72.0 -1.9% $78.27 +38.2%
Page 11 of 15  ·  283 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%