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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IRTC IRHYTHMHOLDINGSINC Healthcare 5.0 $595.0 NEW $119.00 +8.1%
42 GRID FIRSTTREXCHANGE-TRADEDFD 3.0 $576.0 NEW $192.00 -5.8%
43 MANH MANHATTANASSOCIATESINC Technology 4.0 $557.0 NEW $139.25 +54.1%
44 SLM SLMCORP Financial Services 21.0 $545.0 NEW $25.95 +2.0%
45 ALGN ALIGNTECHNOLOGYINC Healthcare 3.0 $506.0 NEW $168.67 -3.7%
46 FSLR FIRSTSOLARINC Energy 2.0 $472.0 NEW $236.00 -9.2%
47 PFGC PERFORMANCEFOODGROUPCO Consumer Defensive 4.0 $448.0 NEW $112.00 -6.3%
48 INSM INSMEDINC Healthcare 4.0 $427.0 NEW $106.75 +17.8%
49 MTZ MASTECINC Industrials 1.0 $417.0 NEW $417.00 -36.1%
50 TWLO TWILIOINC Communication Services 2.0 $413.0 NEW $206.50 +9.1%
51 GLOBELIFEINC 2.0 $358.0 NEW $179.00
52 LPX LOUISIANAPACCORP Basic Materials 4.0 $315.0 NEW $78.75 -7.2%
53 PRMB PRIMOBRANDSCORPORATION Consumer Defensive 11.0 $269.0 NEW $24.45 -5.5%
54 MAS MASCOCORP Industrials 3.0 $245.0 NEW $81.67 -10.3%
55 EXP EAGLEMATLSINC Basic Materials 1.0 $225.0 NEW $225.00 -8.0%
56 ATI ATIINC Industrials 1.0 $198.0 NEW $198.00 +4.5%
57 ENTG ENTEGRISINC Technology 1.0 $180.0 NEW $180.00 -20.1%
58 GLOBUSMEDINC 2.0 $159.0 NEW $79.50
59 FEDEXFGHTHLDGCOINC 1.0 $151.0 NEW $151.00
60 LOPE GRANDCANYONEDINC Consumer Defensive 1.0 $144.0 NEW $144.00 +2.4%
Page 3 of 4  ·  72 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 36.6%
Healthcare 19.0%
Financial Services 16.9%
Industrials 6.9%
Communication Services 5.8%
Consumer Cyclical 5.0%
Consumer Defensive 3.6%
Utilities 2.1%
Real Estate 1.6%
Basic Materials 1.4%