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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 26 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FERG FERGUSONENTERPRISESINC Industrials 6.0 $1K +5.0 +500.0% $237.33 +2.1%
502 AFL AFLACINC Financial Services 12.0 $1K -1.0 -7.7% $117.25 -1.0%
503 NXPI NXPSEMICONDUCTORSNV Technology 5.0 $1K $281.20 -19.8%
504 MPWR MONOLITHICPWRSYSINC Technology 1.0 $1K $1383.00 -4.8%
505 LSCC LATTICESEMICONDUCTORCORP Technology 9.0 $1K +1.0 +12.5% $153.00 -23.1%
506 SPACEEXPLORATIONTECHNCORP 8.0 $1K NEW $170.88
507 D DOMINIONENERGYINC Utilities 20.0 $1K +7.0 +53.9% $68.30 -2.5%
508 DT DYNATRACEINC Technology 31.0 $1K -10.0 -24.4% $43.94 +12.2%
509 TSCO TRACTORSUPPLYCO Consumer Cyclical 43.0 $1K +29.0 +207.1% $31.63 +10.6%
510 MCO MOODYSCORP Financial Services 3.0 $1K +1.0 +50.0% $453.00 +11.1%
511 CNC CENTENECORPDEL Healthcare 21.0 $1K +8.0 +61.5% $64.19 +1.3%
512 DOV DOVERCORP Industrials 6.0 $1K $224.33 -10.0%
513 EBAY EBAYINC. Consumer Cyclical 12.0 $1K +1.0 +9.1% $111.75 -6.8%
514 TDY TELEDYNETECHNOLOGIESINC Technology 2.0 $1K $667.00 -4.6%
515 MDT MEDTRONICPLC Healthcare 17.0 $1K -23.0 -57.5% $78.24 +19.3%
516 FISV FISERVINC Technology 27.0 $1K +16.0 +145.4% $49.07 +7.1%
517 KNX KNIGHT-SWIFTTRANSNHLDGSIN Industrials 17.0 $1K $77.88 -8.1%
518 KNSL KINSALECAPGROUPINC Financial Services 4.0 $1K NEW $330.00 +16.2%
519 VWO VANGUARDINTLEQUITYINDEXF 22.0 $1K $59.73 +1.2%
520 EXR EXTRASPACESTORAGEINC Real Estate 9.0 $1K +7.0 +350.0% $145.33 +1.0%
Page 26 of 49  ·  967 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%