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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 7 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PGR PROGRESSIVECORP Financial Services 15.0 $3K 0.00% +1.0 +7.1% $218.47 +0.9%
122 CTAS CINTASCORP Industrials 19.0 $3K 0.00% +15.0 +375.0% $170.11 +19.6%
123 HWM HOWMETAEROSPACEINC Industrials 12.0 $3K 0.00% +2.0 +20.0% $268.92 +1.8%
124 ADP AUTOMATICDATAPROCESSINGIN Industrials 14.0 $3K 0.00% +2.0 +16.7% $224.00 +24.6%
125 COIN COINBASEGLOBALINC Financial Services 21.0 $3K 0.00% +3.0 +16.7% $146.19 +17.9%
126 GDDY GODADDYINC Technology 36.0 $3K 0.00% +4.0 +12.5% $84.89 +15.7%
127 KKR KKR&COINC Financial Services 32.0 $3K 0.00% +13.0 +68.4% $91.78 +16.6%
128 PH PARKER-HANNIFINCORP Industrials 3.0 $3K 0.00% +1.0 +50.0% $978.33 +2.2%
129 VSNT VERSANTMEDIAGROUPINC Industrials 79.0 $3K 0.00% +64.0 +426.7% $36.08 +7.1%
130 MPC MARATHONPETECORP Energy 11.0 $3K 0.00% +1.0 +10.0% $255.73 +40.1%
131 CSX CSXCORP Industrials 58.0 $3K 0.00% +3.0 +5.5% $47.53 +7.2%
132 MGK VANGUARDWORLDFD 30.0 $3K 0.00% +24.0 +400.0% $87.93 +0.8%
133 ECL ECOLABINC Basic Materials 9.0 $3K 0.00% +4.0 +80.0% $278.67 +1.0%
134 GD GENERALDYNAMICSCORP Industrials 7.0 $2K 0.00% +1.0 +16.7% $354.29 +9.0%
135 CIEN CIENACORP Technology 5.0 $2K 0.00% +1.0 +25.0% $490.60 -20.0%
136 CME CMEGROUPINC Financial Services 11.0 $2K 0.00% +2.0 +22.2% $220.91 +22.6%
137 ELV ELEVANCEHEALTHINCFORMERLY Healthcare 6.0 $2K 0.00% +3.0 +100.0% $386.83 +2.4%
138 MDLZ MONDELEZINTLINC Consumer Defensive 40.0 $2K 0.00% +14.0 +53.9% $57.85 +10.9%
139 MCK MCKESSONCORP Healthcare 3.0 $2K 0.00% +1.0 +50.0% $755.67 +11.0%
140 FITB FIFTHTHIRDBANCORP Financial Services 40.0 $2K 0.00% +1.0 +2.6% $56.38 -3.3%
Page 7 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%