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Portfolio (Quarterly) Guide ↗

Quaker Wealth Management, LLC

· CIK 0001733472
13F Portfolio $344M AUM 970 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 72 New 254 Added 210 Reduced 77 Exited
Page 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AIG AMERICANINTLGROUPINC Financial Services 7.0 $522.0 +6.0 +600.0% $74.57 +1.6%
242 INVH INVITATIONHOMESINC Real Estate 17.0 $514.0 +3.0 +21.4% $30.24 +0.1%
243 TTD THETRADEDESKINC Technology 28.0 $507.0 +20.0 +250.0% $18.11 -26.4%
244 QXO QXOINC Industrials 28.0 $484.0 +26.0 +1300.0% $17.29 -22.8%
245 SFM SPROUTSFMRSMKTINC Consumer Defensive 5.0 $423.0 +1.0 +25.0% $84.60 -7.4%
246 LUCD LUCIDDIAGNOSTICSINC Healthcare 390.0 $418.0 +90.0 +30.0% $1.07 -10.4%
247 MAA MID-AMERAPTCMNTYSINC Real Estate 3.0 $417.0 +1.0 +50.0% $139.00 -5.0%
248 AVTR AVANTORINC Healthcare 41.0 $406.0 +30.0 +272.7% $9.90 +43.9%
249 ELF ELFBEAUTYINC Consumer Defensive 5.0 $370.0 +1.0 +25.0% $74.00 +33.1%
250 HUBS HUBSPOTINC Technology 2.0 $366.0 +1.0 +100.0% $183.00 +31.1%
251 CTSH COGNIZANTTECHNOLOGYSOLUTIO Technology 9.0 $349.0 +2.0 +28.6% $38.78 +57.1%
252 RPM RPMINTLINC Basic Materials 3.0 $334.0 +1.0 +50.0% $111.33 -0.9%
253 OWL BLUEOWLCAPITALINC Financial Services 32.0 $280.0 +22.0 +220.0% $8.75 +30.3%
254 TTEK TETRATECHINCNEW Industrials 4.0 $116.0 +3.0 +300.0% $29.00 +26.1%
Page 13 of 13  ·  254 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
Technology 31.7%
Communication Services 18.3%
Healthcare 16.5%
Financial Services 14.7%
Industrials 6.0%
Consumer Cyclical 4.4%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.4%
Basic Materials 1.2%