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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 34 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GPK GRAPHICPACKAGINGHLDGCO Consumer Cyclical 66.0 $698.0 $10.58 +13.1%
662 TW TRADEWEBMKTSINC Financial Services 7.0 $698.0 +3.0 +75.0% $99.71 +7.3%
663 DG DOLLARGENCORP Consumer Defensive 6.0 $691.0 +1.0 +20.0% $115.17 +7.2%
664 DUOL DUOLINGOINC Technology 6.0 $691.0 +3.0 +100.0% $115.17 +26.9%
665 ZM ZOOMCOMMUNICATIONSINC Technology 8.0 $691.0 $86.38 +24.4%
666 ADM ARCHERDANIELSMIDLANDCO Consumer Defensive 9.0 $688.0 $76.44 +5.0%
667 CCI CROWNCASTLEINC Real Estate 9.0 $682.0 -1.0 -10.0% $75.78 -0.4%
668 CYTK CYTOKINETICSINC Healthcare 8.0 $682.0 $85.25 -9.9%
669 IOT SAMSARAINC Technology 21.0 $682.0 $32.48 +23.0%
670 CRL CHARLESRIVLABSINTLINC Healthcare 3.0 $681.0 $227.00 +30.0%
671 GGG GRACOINC Industrials 9.0 $681.0 +4.0 +80.0% $75.67 +6.6%
672 AA ALCOACORP Basic Materials 13.0 $678.0 $52.15 -0.6%
673 IBAT ISHARESTR 15.0 $676.0 NEW $45.07 -11.3%
674 VNQ VANGUARDINDEXFDS 7.0 $676.0 -2K -99.7% $96.57 +2.0%
675 NBIX NEUROCRINEBIOSCIENCESINC Healthcare 4.0 $675.0 $168.75 -9.6%
676 FMC FMCCORP Basic Materials 58.0 $672.0 $11.59 -4.9%
677 DVA DAVITAINC Healthcare 3.0 $668.0 $222.67 -21.9%
678 RVTY REVVITYINC Healthcare 6.0 $668.0 -2.0 -25.0% $111.33 +12.1%
679 CORPAYINC 2.0 $667.0 $333.50
680 VICI VICIPPTYSINC Real Estate 25.0 $664.0 +11.0 +78.6% $26.56 -0.2%
Page 34 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%