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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 35 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AWK AMERICANWTRWKSCOINCNEW Utilities 5.0 $658.0 -2.0 -28.6% $131.60 +2.9%
682 CF CFINDUSTRIESHOLD Basic Materials 6.0 $650.0 $108.33 +19.7%
683 IT GARTNERINC Technology 5.0 $649.0 $129.80 +50.9%
684 EXPANDENERGYCORPORATION 7.0 $639.0 $91.29
685 CBSH COMMERCEBANCSHARESINC Financial Services 11.0 $636.0 NEW $57.82 +1.0%
686 OC OWENSCORNINGNEW Industrials 4.0 $636.0 $159.00 -6.9%
687 WRB BERKLEYWRCORP Financial Services 9.0 $635.0 +1.0 +12.5% $70.56 -2.8%
688 RNR RENAISSANCEREHLDGSLTD Financial Services 2.0 $634.0 $317.00 +2.0%
689 EL LAUDERESTEECOSINC Consumer Defensive 8.0 $632.0 -1.0 -11.1% $79.00 +29.0%
690 PAYC PAYCOMSOFTWAREINC Technology 5.0 $629.0 $125.80 +82.1%
691 SOMNIGROUPINTERNATIONALINC 8.0 $628.0 $78.50
692 MORN MORNINGSTARINC Financial Services 4.0 $625.0 $156.25 +38.2%
693 DVN DEVONENERGYCORPNEW Energy 15.0 $620.0 +1.0 +7.1% $41.33 +18.8%
694 PPC PILGRIMSPRIDECORP Consumer Defensive 22.0 $619.0 +13.0 +144.4% $28.14 +14.6%
695 FIGR FIGURETECHNOLOGYSOLUTIO Financial Services 20.0 $615.0 NEW $30.75 +27.2%
696 FR FIRSTINDLRLTYTRINC Real Estate 10.0 $614.0 $61.40 +2.5%
697 CMS CMSENERGYCORP Utilities 8.0 $612.0 $76.50 -10.8%
698 PODD INSULETCORP Healthcare 4.0 $609.0 +3.0 +300.0% $152.25 -2.7%
699 CLH CLEANHARBORSINC Industrials 2.0 $598.0 $299.00 +5.7%
700 DRS LEONARDODRSINC Industrials 14.0 $598.0 -2.0 -12.5% $42.71 -4.7%
Page 35 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%