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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 42 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RPM RPMINTLINC Basic Materials 3.0 $334.0 +1.0 +50.0% $111.33 -2.4%
822 CHH CHOICEHOTELSINTLINC Consumer Cyclical 3.0 $331.0 $110.33 -0.6%
823 HAS HASBROINC Consumer Cyclical 4.0 $331.0 -1.0 -20.0% $82.75 +13.0%
824 KIM KIMCOREALTYCORP Real Estate 13.0 $330.0 $25.38 -5.4%
825 RIVN RIVIANAUTOMOTIVEINC Consumer Cyclical 19.0 $330.0 $17.37 -2.3%
826 SMCI SUPERMICROCOMPUTERINC Technology 11.0 $323.0 -19.0 -63.3% $29.36 +26.8%
827 ALLY ALLYFINLINC Financial Services 7.0 $322.0 -3.0 -30.0% $46.00 -6.7%
828 CUBE CUBESMART Real Estate 8.0 $319.0 $39.88 +2.5%
829 ARE ALEXANDRIAREALESTATEEQIN Real Estate 6.0 $318.0 -1.0 -14.3% $53.00 +0.9%
830 PINS PINTERESTINC Communication Services 15.0 $316.0 $21.07 +11.1%
831 LYB LYONDELLBASELLINDUSTRIESNV Basic Materials 6.0 $316.0 $52.67 +28.2%
832 LPX LOUISIANAPACCORP Basic Materials 4.0 $315.0 NEW $78.75 -7.1%
833 WMS ADVANCEDDRAINSYSINCDEL Industrials 2.0 $314.0 $157.00 -8.5%
834 JLL JONESLANGLASALLEINC Real Estate 1.0 $310.0 $310.00 +25.0%
835 TOST TOASTINC Technology 11.0 $307.0 -2.0 -15.4% $27.91 +31.3%
836 EHC ENCOMPASSHEALTHCORP Healthcare 3.0 $304.0 $101.33 +18.7%
837 ALNY ALNYLAMPHARMACEUTICALSINC Healthcare 1.0 $302.0 -1.0 -50.0% $302.00 -21.8%
838 REXR REXFORDINDLRLTYINC Real Estate 9.0 $302.0 $33.56 +11.0%
839 GBIL GOLDMANSACHSETFTR 3.0 $301.0 $100.33 -0.2%
840 CG CARLYLEGROUPINC Financial Services 7.0 $295.0 -3.0 -30.0% $42.14 +17.1%
Page 42 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%