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Portfolio (Quarterly) Guide ↗

Encompass More Asset Management

· CIK 0002011218
13F Portfolio $596.5B AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New 78 Added 74 Reduced 70 Exited
Page 6 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,980.0 $854K 0.14% NEW $142.85 -13.2%
102 DNOV FIRST TR EXCHNG TRADED FD VI 17,785.0 $852K 0.14% -48K -73.1% $47.91 +5.9%
103 ISHARES TR 30,177.0 $850K 0.14% -83K -73.3% $28.16
104 BUFR FIRST TR EXCHNG TRADED FD VI 24,662.0 $833K 0.14% -160K -86.7% $33.77 +6.8%
105 GIS GENERAL MILLS INC Consumer Defensive 22,172.0 $825K 0.14% +14K +164.1% $37.22 -11.0%
106 BNDX VANGUARD CHARLOTTE FDS 16,272.0 $782K 0.13% NEW $48.05 -1.0%
107 PJUL INNOVATOR ETFS TRUST 16,792.0 $772K 0.13% -30K -63.9% $45.97 +5.1%
108 JEPI J P MORGAN EXCHANGE TRADED F 13,550.0 $768K 0.13% +322.0 +2.4% $56.68 -1.4%
109 PAPR INNOVATOR ETFS TRUST 19,253.0 $766K 0.13% -32K -62.8% $39.80 +5.1%
110 OOSP SPINNAKER ETF SERIES 74,421.0 $750K 0.13% +26K +52.5% $10.08 +1.0%
111 PG PROCTER & GAMBLE CO Consumer Defensive 5,177.0 $748K 0.12% +791.0 +18.0% $144.43 -1.2%
112 POCT INNOVATOR ETFS TRUST 17,307.0 $746K 0.12% -31K -64.0% $43.11 +6.3%
113 PJAN INNOVATOR ETFS TRUST 16,153.0 $745K 0.12% -29K -64.1% $46.13 +6.2%
114 WMT WALMART INC Consumer Defensive 5,975.0 $743K 0.12% +949.0 +18.9% $124.27 +6.6%
115 QQQ INVESCO QQQ TR Financial Services 1,205.0 $695K 0.12% -12K -90.7% $577.05 +22.9%
116 SMH VANECK ETF TRUST 1,778.0 $682K 0.11% +527.0 +42.1% $383.42 +45.1%
117 COP CONOCOPHILLIPS Energy 5,155.0 $680K 0.11% +35.0 +0.7% $132.00 -9.9%
118 FIRST TR EXCHNG TRADED FD VI 32,469.0 $676K 0.11% NEW $20.82
119 MCD MCDONALDS CORP Consumer Cyclical 2,100.0 $653K 0.11% -20.0 -0.9% $310.84 -11.5%
120 LRCX LAM RESEARCH CORP Technology 3,043.0 $650K 0.11% NEW $213.68 +40.0%
Page 6 of 13  ·  251 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 49.6%
Technology 21.4%
Consumer Cyclical 10.9%
Industrials 4.7%
Communication Services 4.3%
Healthcare 2.7%
Energy 2.1%
Consumer Defensive 2.0%
Utilities 1.8%
Basic Materials 0.4%