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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 43 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NRG NRGENERGYINC Utilities 2.0 $293.0 -3.0 -60.0% $146.50 -22.8%
842 TTC TOROCO Industrials 3.0 $293.0 $97.67 +1.8%
843 ESS ESSEXPPTYTRINC Real Estate 1.0 $292.0 $292.00 -1.0%
844 FOUR SHIFT4PMTSINC Technology 6.0 $292.0 -1.0 -14.3% $48.67 -1.5%
845 GPN GLOBALPMTSINC Industrials 4.0 $291.0 -4.0 -50.0% $72.75 +28.5%
846 CDW CDWCORP Technology 2.0 $282.0 -2.0 -50.0% $141.00 -2.7%
847 OWL BLUEOWLCAPITALINC Financial Services 32.0 $280.0 +22.0 +220.0% $8.75 +33.4%
848 LH LABCORPHOLDINGSINC Healthcare 1.0 $280.0 $280.00 +20.1%
849 PHM PULTEGROUPINC Consumer Cyclical 2.0 $275.0 -7.0 -77.8% $137.50 -6.2%
850 ALB ALBEMARLECORP Basic Materials 2.0 $271.0 $135.50 +5.7%
851 HQY HEALTHEQUITYINC Healthcare 3.0 $271.0 $90.33 +16.7%
852 MILLROSEPPTYSINC 9.0 $271.0 $30.11
853 PRMB PRIMOBRANDSCORPORATION Consumer Defensive 11.0 $269.0 NEW $24.45 -5.5%
854 HRB BLOCKH&RINC Consumer Cyclical 7.0 $267.0 -2.0 -22.2% $38.14 +40.7%
855 LECO LINCOLNELECHLDGSINC Industrials 1.0 $266.0 $266.00 +5.9%
856 HEICOCORPNEW 1.0 $258.0 -1.0 -50.0% $258.00
857 AAL AMERICANAIRLINESGROUPINC Industrials 14.0 $253.0 $18.07 -23.5%
858 J JACOBSSOLUTIONSINC Industrials 2.0 $252.0 -2.0 -50.0% $126.00 +19.1%
859 LAZ LAZARDINC Financial Services 6.0 $252.0 $42.00 +5.1%
860 APTIVPLC 4.0 $246.0 $61.50
Page 43 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%