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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 36 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CRUS CIRRUSLOGICINC Technology 4.0 $595.0 +1.0 +33.3% $148.75 -22.5%
702 IRTC IRHYTHMHOLDINGSINC Healthcare 5.0 $595.0 NEW $119.00 +8.0%
703 CPRT COPARTINC Industrials 21.0 $592.0 -3.0 -12.5% $28.19 +19.9%
704 ESAB ESABCORPORATION Industrials 6.0 $592.0 $98.67 -17.5%
705 TPR TAPESTRYINC Consumer Cyclical 4.0 $586.0 $146.50 -11.1%
706 ACGL ARCHCAPGROUPLTD Financial Services 6.0 $583.0 -2.0 -25.0% $97.17 +2.3%
707 LAD LITHIAMTRSINC Consumer Cyclical 2.0 $581.0 $290.50 +27.6%
708 EMB ISHARESTR 6.0 $579.0 $96.50 -1.8%
709 MLM MARTINMARIETTAMATLSINC Basic Materials 1.0 $577.0 $577.00 -7.3%
710 GRID FIRSTTREXCHANGE-TRADEDFD 3.0 $576.0 NEW $192.00 -5.8%
711 WPC WPCAREYINC Real Estate 8.0 $572.0 $71.50 -0.4%
712 CHTR CHARTERCOMMUNICATIONSINC Communication Services 4.0 $569.0 +1.0 +33.3% $142.25 +5.6%
713 AVB AVALONBAYCMNTYSINC Real Estate 3.0 $567.0 +1.0 +50.0% $189.00 -2.6%
714 SWK STANLEYBLACK&DECKERINC Industrials 6.0 $565.0 $94.17 +6.2%
715 RBRK RUBRIKINC. Technology 7.0 $562.0 +6.0 +600.0% $80.29 +24.7%
716 DINO HFSINCLAIRCORP Energy 8.0 $558.0 $69.75 +39.5%
717 MANH MANHATTANASSOCIATESINC Technology 4.0 $557.0 NEW $139.25 +54.1%
718 MKC MCCORMICK&COINC Consumer Defensive 11.0 $555.0 +10.0 +1000.0% $50.45 +9.8%
719 ROKU ROKUINC Communication Services 4.0 $553.0 $138.25 +13.9%
720 VNO VORNADORLTYTR Real Estate 14.0 $551.0 $39.36 -3.8%
Page 36 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%