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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 40 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WFRD WEATHERFORDINTLPLC Energy 5.0 $408.0 $81.60 +10.9%
782 AVTR AVANTORINC Healthcare 41.0 $406.0 +30.0 +272.7% $9.90 +46.0%
783 TSN TYSONFOODSINC Consumer Defensive 7.0 $401.0 $57.29 +2.1%
784 ITT ITTINC Industrials 2.0 $396.0 $198.00 +5.1%
785 COHR COHERENTCORP Technology 1.0 $395.0 $395.00 -26.7%
786 WTS WATTSWATERTECHNOLOGIESINC Industrials 1.0 $392.0 $392.00 -4.2%
787 RMD RESMEDINC Healthcare 2.0 $390.0 -1.0 -33.3% $195.00 +18.7%
788 UPST UPSTARTHLDGSINC Financial Services 11.0 $390.0 -3.0 -21.4% $35.45 -14.5%
789 EXLS EXLSERVICEHLDGSINC Technology 15.0 $388.0 -9.0 -37.5% $25.87 +45.1%
790 H HYATTHOTELSCORP Consumer Cyclical 2.0 $388.0 $194.00 -6.9%
791 ELS EQUITYLIFESTYLEPROPERTIES Real Estate 6.0 $387.0 $64.50 +1.5%
792 FBIN FORTUNEBRANDSINNOVATIONSI Industrials 7.0 $385.0 $55.00 -19.0%
793 RBLX ROBLOXCORP Technology 7.0 $381.0 -5.0 -41.7% $54.43 -29.5%
794 ADC AGREERLTYCORP Real Estate 5.0 $379.0 $75.80 -2.5%
795 CINF CINCINNATIFINLCORP Financial Services 2.0 $371.0 $185.50 -9.3%
796 FRT FEDERALRLTYINVTTRNEW Real Estate 3.0 $371.0 $123.67 -5.6%
797 ELF ELFBEAUTYINC Consumer Defensive 5.0 $370.0 +1.0 +25.0% $74.00 +37.8%
798 AMH AMERICANHOMES4RENT Real Estate 11.0 $369.0 $33.55 +2.4%
799 OVV OVINTIVINC Energy 7.0 $369.0 $52.71 +26.8%
800 HUBS HUBSPOTINC Technology 2.0 $366.0 +1.0 +100.0% $183.00 +31.2%
Page 40 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%