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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 44 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FTV FORTIVECORP Technology 4.0 $245.0 $61.25 -2.3%
862 MAS MASCOCORP Industrials 3.0 $245.0 NEW $81.67 -10.0%
863 JAZZ JAZZPHARMACEUTICALSPLC Healthcare 1.0 $241.0 $241.00 +3.8%
864 AXTA AXALTACOATINGSYSLTD Basic Materials 7.0 $240.0 $34.29 +5.5%
865 SOLV SOLVENTUMCORP Healthcare 3.0 $232.0 -3.0 -50.0% $77.33 +14.9%
866 BMRN BIOMARINPHARMACEUTICALINC Healthcare 4.0 $229.0 -4.0 -50.0% $57.25 +18.5%
867 PTC PTCINC Technology 2.0 $228.0 -2.0 -50.0% $114.00 +34.3%
868 ALSN ALLISONTRANSMISSIONHLDGSI Consumer Cyclical 2.0 $226.0 $113.00 +15.4%
869 EXP EAGLEMATLSINC Basic Materials 1.0 $225.0 NEW $225.00 -9.4%
870 IWN ISHARESTR 1.0 $222.0 $222.00 +1.5%
871 ES EVERSOURCEENERGY Utilities 3.0 $217.0 -2.0 -40.0% $72.33 -0.5%
872 BSX BOSTONSCIENTIFICCORP Healthcare 5.0 $214.0 -23.0 -82.1% $42.80 +15.9%
873 OCCIDENTALPETECORP 8.0 $214.0 $26.75
874 RGLD ROYALGOLDINC Basic Materials 1.0 $200.0 $200.00 +28.8%
875 SNAP SNAPINC Communication Services 45.0 $200.0 $4.44 +18.4%
876 ATI ATIINC Industrials 1.0 $198.0 NEW $198.00 +6.8%
877 IQVIAHLDGSINC 1.0 $194.0 -1.0 -50.0% $194.00
878 WY WEYERHAEUSERCO Real Estate 8.0 $192.0 $24.00 +2.8%
879 MTCH MATCHGROUPINCNEW Communication Services 5.0 $191.0 -11.0 -68.8% $38.20 +4.8%
880 INGR INGREDIONINC Consumer Defensive 2.0 $190.0 $95.00 +13.0%
Page 44 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 31.7%
Communication Services 18.3%
Healthcare 16.5%
Financial Services 14.7%
Industrials 6.0%
Consumer Cyclical 4.4%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.4%
Basic Materials 1.2%