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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HL HECLAMININGCOMPANY Basic Materials 8.0 $124.0 NEW $15.50 +30.0%
62 SITE SITEONELANDSCAPESUPPLYINC Industrials 1.0 $115.0 NEW $115.00 -14.2%
63 PLNT PLANETFITNESSMASTERISSUER Consumer Cyclical 2.0 $105.0 NEW $52.50 +1.7%
64 KBR KBRINC Industrials 3.0 $104.0 NEW $34.67 +10.5%
65 FLUTTERENTMTPLC 1.0 $103.0 NEW $103.00
66 OHI OMEGAHEALTHCAREINVSINC Real Estate 2.0 $96.0 NEW $48.00 -2.7%
67 FNF FIDELITYNATLFINLINC Financial Services 2.0 $95.0 NEW $47.50 +2.8%
68 POST POSTHLDGSINC Consumer Defensive 1.0 $89.0 NEW $89.00 -10.7%
69 NFG NATIONALFUELGASCO Energy 1.0 $78.0 NEW $78.00 +7.1%
70 DOUG DOUGLASELLIMANINC Real Estate 35.0 $62.0 NEW $1.77 +11.5%
71 VERSIGENTPLC 1.0 $43.0 NEW $43.00
72 ONL ORIONPROPERTIESINC Real Estate 5.0 $15.0 NEW $3.00 -3.8%
Page 4 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 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%