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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 9 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PTC PTC INC Technology 4,580.0 $520K 0.08% NEW $113.61 +36.1%
162 RISR TIDAL TRUST I 14,299.0 $518K 0.07% +2K +16.9% $36.20 +1.8%
163 RKT ROCKET COS INC Financial Services 32,639.0 $514K 0.07% $15.75 -11.6%
164 STRL STERLING INFRASTRUCTURE INC Industrials 602.0 $505K 0.07% -550.0 -47.7% $839.36 -38.4%
165 LITE LUMENTUM HLDGS INC Technology 588.0 $505K 0.07% NEW $858.06 +1.0%
166 TBIL RBB FD INC 9,944.0 $496K 0.07% -964.0 -8.8% $49.86 +0.3%
167 SPACE EXPLORATION TECHN CORP 2,869.0 $490K 0.07% NEW $170.91
168 VIAV VIAVI SOLUTIONS INC Technology 10,247.0 $489K 0.07% NEW $47.75 -18.5%
169 CSCO CISCO SYS INC Technology 4,142.0 $487K 0.07% -647.0 -13.5% $117.48 -5.5%
170 SLV PUT ISHARES SILVER TR Financial Services 9,000.0 $481K 0.07% +3K +50.0% $53.47 +17.3%
171 CARNIVAL CORP LTD 16,830.0 $481K 0.07% NEW $28.57
172 WABF FRANKLIN TEMPLETON ETF TR 18,999.0 $475K 0.07% +569.0 +3.1% $24.99 -2.0%
173 BALI BLACKROCK ETF TRUST 13,779.0 $466K 0.07% NEW $33.83 +2.7%
174 CAIE CALAMOS ETF TR 16,895.0 $460K 0.07% +2K +15.7% $27.21 -0.9%
175 DAL DELTA AIR LINES INC Industrials 4,906.0 $460K 0.07% +87.0 +1.8% $93.68 -12.0%
176 IPI INTREPID POTASH INC Basic Materials 14,014.0 $459K 0.07% NEW $32.78 +18.9%
177 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 21,609.0 $456K 0.07% $21.11 -18.3%
178 FTF FRANKLIN LTD DURATION INCOME Financial Services 78,581.0 $455K 0.07% -10K -11.6% $5.79 -0.1%
179 SOXS DIREXION SHARES ETF TRUST 139,996.0 $454K 0.07% NEW $3.24 +1351.5%
180 NUVEEN CR STRATEGIES INCOME 92,852.0 $451K 0.07% -18K -16.1% $4.86
Page 9 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%