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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 6 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROKU ROKU INC Communication Services 6,240.0 $862K 0.12% -179.0 -2.8% $138.14 +14.0%
102 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,113.0 $847K 0.12% -1K -32.2% $271.95 -15.2%
103 BNDX VANGUARD CHARLOTTE FDS 17,308.0 $838K 0.12% +1K +6.4% $48.43 -1.6%
104 FIRST TR EXCHNG TRADED FD VI 38,982.0 $835K 0.12% +7K +20.1% $21.41
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,408.0 $830K 0.12% NEW $57.62 +16.3%
106 T AT&T INC Communication Services 38,647.0 $800K 0.12% +27K +234.3% $20.70 +22.3%
107 CMCSA COMCAST CORP NEW Communication Services 32,483.0 $797K 0.12% NEW $24.55 +9.4%
108 PG PROCTER & GAMBLE CO Consumer Defensive 5,402.0 $792K 0.12% +225.0 +4.3% $146.67 -1.4%
109 CAT CATERPILLAR INC Industrials 734.0 $782K 0.11% +294.0 +66.8% $1065.22 -22.3%
110 DDM PROSHARES TR 11,774.0 $772K 0.11% NEW $65.53 +3.0%
111 DNOV FIRST TR EXCHNG TRADED FD VI 14,819.0 $761K 0.11% -3K -16.7% $51.35 +1.7%
112 RNR RENAISSANCERE HLDGS LTD Financial Services 2,318.0 $735K 0.11% NEW $316.90 +2.1%
113 ISHARES TR 26,797.0 $733K 0.11% -5K -16.8% $27.34
114 ISHARES TR 25,066.0 $730K 0.11% -5K -16.9% $29.13
115 TER TERADYNE INC Technology 1,469.0 $711K 0.10% NEW $483.84 -22.3%
116 ACGL ARCH CAP GROUP LTD Financial Services 7,275.0 $706K 0.10% NEW $97.06 +2.4%
117 SN SHARKNINJA INC Consumer Cyclical 4,592.0 $699K 0.10% NEW $152.27 +18.7%
118 JPM JPMORGAN CHASE & CO Financial Services 2,134.0 $699K 0.10% +48.0 +2.3% $327.43 +7.4%
119 AFRM AFFIRM HLDGS INC Technology 8,515.0 $694K 0.10% NEW $81.55 -5.5%
120 SSO PROSHARES TR 10,287.0 $693K 0.10% NEW $67.38 +4.1%
Page 6 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%