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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUK DUKE ENERGY CORP NEW Utilities 2,466.0 $312K 0.10% -200.0 -7.5% $126.57 -5.3%
42 AEP AMERICAN ELEC PWR CO INC Utilities 2,263.0 $310K 0.10% -26.0 -1.1% $136.81 -11.6%
43 CSCO CISCO SYS INC Technology 2,575.0 $302K 0.09% -525.0 -16.9% $117.45 -5.5%
44 MTUM ISHARES TR 869.0 $298K 0.09% -652.0 -42.9% $342.69 -10.9%
45 GILD GILEAD SCIENCES INC Healthcare 2,244.0 $284K 0.09% -123.0 -5.2% $126.36 +15.6%
46 IJS ISHARES TR 2,057.0 $281K 0.09% -34.0 -1.6% $136.67 +1.3%
47 GUT GABELLI UTIL TR Financial Services 40,983.0 $270K 0.08% -6K -13.0% $6.59 -0.9%
48 TIP ISHARES TR 2,215.0 $242K 0.07% -458.0 -17.1% $109.41 -2.1%
49 GSK GSK PLC Healthcare 4,171.0 $219K 0.07% -308.0 -6.9% $52.42 -0.0%
50 TLS TELOS CORP MD Technology 21,000.0 $97K 0.03% -6K -22.2% $4.60 -2.2%
Page 3 of 3  ·  50 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%