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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 7 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPM JPMORGAN CHASE & CO Financial Services 2,086.0 $614K 0.10% +76.0 +3.8% $294.17 +2.0%
122 WDC WESTERN DIGITAL CORP Technology 2,267.0 $613K 0.10% NEW $270.49 +80.8%
123 ROKU ROKU INC Communication Services 6,419.0 $607K 0.10% NEW $94.62 +33.0%
124 IGLD FIRST TR EXCHANGE-TRADED FD 23,140.0 $591K 0.10% -1K -5.1% $25.53 -5.7%
125 CLM CORNERSTONE STRATEGIC INVEST Financial Services 80,946.0 $589K 0.10% $7.28 +4.0%
126 XSVN BONDBLOXX ETF TRUST 12,303.0 $587K 0.10% +551.0 +4.7% $47.72 -2.1%
127 TMF DIREXION SHARES ETF TRUST 15,240.0 $550K 0.09% NEW $36.06 -9.4%
128 TBIL RBB FD INC 10,908.0 $544K 0.09% -3K -19.8% $49.86 +0.2%
129 NUVEEN CR STRATEGIES INCOME 110,645.0 $539K 0.09% -13K -10.6% $4.87
130 JNJ JOHNSON & JOHNSON Healthcare 2,185.0 $534K 0.09% +81.0 +3.9% $244.49 -5.6%
131 FTF FRANKLIN LTD DURATION INCOME Financial Services 88,839.0 $518K 0.09% -2K -2.7% $5.83 +0.7%
132 SANDISK CORP 806.0 $512K 0.09% NEW $635.34
133 BBIO BRIDGEBIO PHARMA INC Healthcare 6,854.0 $509K 0.09% -7K -51.7% $74.26 -10.9%
134 SHEL SHELL PLC Energy 5,430.0 $505K 0.09% +66.0 +1.2% $92.99 -9.1%
135 XLU CALL SELECT SECTOR SPDR TR 10,900.0 $500K 0.08% NEW $45.89 -4.4%
136 XDSQ INNOVATOR ETFS TRUST 12,596.0 $499K 0.08% -69K -84.5% $39.58 +7.2%
137 EVR EVERCORE INC Financial Services 1,663.0 $496K 0.08% NEW $298.51 +14.3%
138 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,328.0 $494K 0.08% NEW $92.76 +34.6%
139 CVNA CARVANA CO Consumer Cyclical 1,559.0 $490K 0.08% -1K -43.1% $314.38 -77.9%
140 FIVE FIVE BELOW INC Consumer Cyclical 2,127.0 $486K 0.08% NEW $228.48 -5.9%
Page 7 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%