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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $278M AUM 151 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TIP ISHARES TR 2,931.0 $322K 0.12% NEW $109.90 +1.2%
122 ARCC ARES CAPITAL CORP Financial Services 15,811.0 $320K 0.12% NEW $20.23 -7.0%
123 DUK DUKE ENERGY CORP NEW Utilities 2,623.0 $307K 0.11% NEW $117.19 +5.6%
124 KHC KRAFT HEINZ CO Consumer Defensive 12,486.0 $303K 0.11% NEW $24.25 +1.0%
125 ORCL ORACLE CORP Technology 1,536.0 $299K 0.11% NEW $194.89 +4.7%
126 TT TRANE TECHNOLOGIES PLC Industrials 756.0 $294K 0.11% NEW $389.23 +16.6%
127 GILD GILEAD SCIENCES INC Healthcare 2,355.0 $289K 0.10% NEW $122.74 +10.8%
128 ABBV ABBVIE INC Healthcare 1,263.0 $289K 0.10% NEW $228.45 -4.4%
129 ET ENERGY TRANSFER L P Energy 17,307.0 $285K 0.10% NEW $16.49 +17.5%
130 MAR MARRIOTT INTL INC NEW Consumer Cyclical 898.0 $279K 0.10% NEW $310.30 +24.4%
131 VBR VANGUARD INDEX FDS 1,286.0 $272K 0.10% NEW $211.81 +11.3%
132 MFC MANULIFE FINL CORP Financial Services 7,431.0 $270K 0.10% NEW $36.28 +5.5%
133 AEP AMERICAN ELEC PWR CO INC Utilities 2,279.0 $263K 0.10% NEW $115.29 +10.8%
134 V VISA INC Financial Services 734.0 $257K 0.09% NEW $350.58 -7.5%
135 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,482.0 $251K 0.09% NEW $45.80 +3.2%
136 GUT GABELLI UTIL TR Financial Services 40,659.0 $245K 0.09% NEW $6.03 +3.3%
137 ADC AGREE RLTY CORP Real Estate 3,358.0 $242K 0.09% NEW $72.02 +3.2%
138 CSCO CISCO SYS INC Technology 3,096.0 $238K 0.09% NEW $77.03 +54.8%
139 HYG ISHARES TR 2,947.0 $238K 0.09% NEW $80.63 -0.5%
140 IJS ISHARES TR 2,089.0 $238K 0.09% NEW $113.70 +15.9%
Page 7 of 8  ·  151 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 39.9%
Technology 21.6%
Industrials 6.6%
Healthcare 6.2%
Consumer Defensive 6.2%
Communication Services 5.6%
Consumer Cyclical 5.2%
Energy 4.5%
Utilities 2.1%
Real Estate 1.7%