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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 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AER AERCAP HOLDINGS NV Industrials 4,738.0 $691K 0.10% -2K -32.5% $145.78 +0.3%
122 EFAS GLOBAL X FDS 32,214.0 $688K 0.10% NEW $21.36 +9.5%
123 XSVN BONDBLOXX ETF TRUST 14,549.0 $688K 0.10% +2K +18.3% $47.27 -1.9%
124 WMT WALMART INC Consumer Defensive 6,057.0 $686K 0.10% +82.0 +1.4% $113.26 -8.4%
125 ROP ROPER TECHNOLOGIES INC Industrials 2,026.0 $686K 0.10% -661.0 -24.6% $338.39 +21.7%
126 MKC MCCORMICK & CO INC Consumer Defensive 13,518.0 $682K 0.10% NEW $50.42 +9.9%
127 CLM CORNERSTONE STRATEGIC INVEST Financial Services 89,506.0 $677K 0.10% +9K +10.6% $7.56 -9.1%
128 GVAL CAMBRIA ETF TR 18,743.0 $675K 0.10% +10K +109.5% $36.02 +7.5%
129 MDT MEDTRONIC PLC Healthcare 8,516.0 $666K 0.10% NEW $78.23 +19.3%
130 MSI MOTOROLA SOLUTIONS INC Technology 1,601.0 $665K 0.10% NEW $415.29 +15.7%
131 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 9,429.0 $658K 0.10% NEW $69.74 -15.6%
132 JNJ JOHNSON & JOHNSON Healthcare 2,525.0 $641K 0.09% +340.0 +15.6% $254.04 +6.4%
133 EXPAND ENERGY CORPORATION 6,937.0 $633K 0.09% -6K -47.9% $91.19
134 TIMB TIM S A Communication Services 29,522.0 $632K 0.09% NEW $21.42 -16.7%
135 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,320.0 $630K 0.09% -5K -80.2% $477.57 -12.3%
136 XLU CALL SELECT SECTOR SPDR TR 13,800.0 $626K 0.09% +3K +26.6% $45.34 -5.7%
137 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,733.0 $622K 0.09% -1K -20.9% $131.43 -0.7%
138 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,434.0 $618K 0.09% NEW $96.12 -50.3%
139 GPIX GOLDMAN SACHS ETF TR 11,046.0 $614K 0.09% NEW $55.57 +0.9%
140 SITM SITIME CORP Technology 820.0 $611K 0.09% -538.0 -39.6% $745.56 -17.5%
Page 7 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%