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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 38 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BALL BALLCORP Consumer Cyclical 8.0 $500.0 $62.50 +1.7%
742 DECK DECKERSOUTDOORCORP Consumer Cyclical 5.0 $497.0 $99.40 -7.8%
743 ROK ROCKWELLAUTOMATIONINC Industrials 1.0 $496.0 $496.00 -11.9%
744 GWRE GUIDEWIRESOFTWAREINC Technology 4.0 $493.0 -2.0 -33.3% $123.25 +53.5%
745 EXEL EXELIXISINC Healthcare 9.0 $490.0 $54.44 -0.7%
746 RRC RANGERESCORP Energy 13.0 $484.0 $37.23 +10.3%
747 QXO QXOINC Industrials 28.0 $484.0 +26.0 +1300.0% $17.29 -20.4%
748 RRX REGALREXNORDCORPORATION Industrials 2.0 $477.0 $238.50 -30.3%
749 AMCORPLC 11.0 $477.0 -3.0 -21.4% $43.36
750 LIBERTYMEDIACORPDEL 5.0 $476.0 -1.0 -16.7% $95.20
751 FOR FORESTARGROUPINC Real Estate 15.0 $475.0 $31.67 -7.9%
752 SWKS SKYWORKSSOLUTIONSINC Technology 7.0 $475.0 $67.86 -1.1%
753 FSLR FIRSTSOLARINC Energy 2.0 $472.0 NEW $236.00 -9.2%
754 VT VANGUARDINTLEQUITYINDEXF 3.0 $471.0 -4.0 -57.1% $157.00 +2.4%
755 FOXA FOXCORP Communication Services 9.0 $470.0 $52.22 +31.2%
756 CHE CHEMEDCORPNEW Healthcare 1.0 $466.0 -1.0 -50.0% $466.00 +16.0%
757 MOH MOLINAHEALTHCAREINC Healthcare 2.0 $458.0 $229.00 -12.5%
758 LFUS LITTELFUSEINC Technology 1.0 $456.0 $456.00 -9.6%
759 DKS DICKSSPORTINGGOODSINC Consumer Cyclical 2.0 $454.0 $227.00 -19.3%
760 PFGC PERFORMANCEFOODGROUPCO Consumer Defensive 4.0 $448.0 NEW $112.00 -6.3%
Page 38 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%