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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $324M AUM 172 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 85 Added 50 Reduced 8 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 1,305.0 $441K 0.14% +87.0 +7.1% $338.27 -0.7%
62 CALM CAL MAINE FOODS INC Consumer Defensive 5,220.0 $421K 0.13% +104.0 +2.0% $80.56 +2.8%
63 IIM INVESCO VALUE MUN INCOME TR Financial Services 31,067.0 $395K 0.12% +190.0 +0.6% $12.73 -2.2%
64 VUG VANGUARD INDEX FDS 4,545.0 $392K 0.12% +4K +546.5% $86.15 +1.6%
65 C CITIGROUP INC Financial Services 2,764.0 $387K 0.12% +72.0 +2.7% $139.94 -5.9%
66 AVAV AEROVIRONMENT INC Industrials 2,341.0 $386K 0.12% +425.0 +22.2% $165.07 -2.9%
67 VALE VALE S A Basic Materials 24,979.0 $376K 0.12% +1K +4.6% $15.04 -3.0%
68 ITOT ISHARES TR 2,242.0 $368K 0.11% +490.0 +28.0% $164.26 +2.3%
69 FBND FIDELITY MERRIMACK STR TR 7,841.0 $357K 0.11% +515.0 +7.0% $45.49 -1.3%
70 KKR KKR & CO INC 3,545.0 $325K 0.10% +151.0 +4.5% $91.77
71 CTRE CARETRUST REIT INC Real Estate 7,875.0 $318K 0.10% +85.0 +1.1% $40.35 -1.9%
72 ABBV ABBVIE INC Healthcare 1,261.0 $317K 0.10% +23.0 +1.9% $251.71 +5.3%
73 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,307.0 $314K 0.10% +836.0 +15.3% $49.86 +14.7%
74 HYG ISHARES TR 3,844.0 $307K 0.10% +190.0 +5.2% $79.97 -0.5%
75 MFC MANULIFE FINL CORP Financial Services 7,552.0 $306K 0.09% +55.0 +0.7% $40.51 +4.9%
76 ADC AGREE RLTY CORP Real Estate 3,957.0 $300K 0.09% +1K +35.6% $75.75 -2.5%
77 BSJR INVESCO EXCH TRD SLF IDX FD 13,164.0 $294K 0.09% +1K +11.4% $22.35 +0.4%
78 UAMY UNITED STATES ANTIMONY CORP Basic Materials 40,205.0 $292K 0.09% +613.0 +1.6% $7.26 -24.4%
79 BSJQ INVESCO EXCH TRD SLF IDX FD 12,644.0 $290K 0.09% +2K +14.6% $22.96 -0.0%
80 BSJS INVESCO EXCH TRD SLF IDX FD 13,150.0 $286K 0.09% +1K +12.2% $21.74 +0.5%
Page 4 of 5  ·  85 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
Financial Services 38.2%
Technology 25.3%
Industrials 7.2%
Healthcare 5.6%
Communication Services 5.2%
Consumer Defensive 4.9%
Consumer Cyclical 4.5%
Energy 4.4%
Utilities 2.6%
Real Estate 1.4%