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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $254M AUM 163 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 59 Reduced 4 Exited
Page 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CALM CAL MAINE FOODS INC Consumer Defensive 5,116.0 $405K 0.16% -293.0 -5.4% $79.15 -3.8%
102 RIO RIO TINTO PLC Basic Materials 4,255.0 $397K 0.16% -2K -34.9% $93.29 +14.6%
103 CUBE CUBESMART Real Estate 10,762.0 $394K 0.15% -1K -10.8% $36.65 +10.4%
104 XLK SELECT SECTOR SPDR TR 2,961.0 $394K 0.15% $132.91 +40.7%
105 VRT VERTIV HOLDINGS CO Industrials 1,546.0 $387K 0.15% NEW $250.63 +26.0%
106 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,471.0 $386K 0.15% -1K -18.8% $70.50 -6.4%
107 VALE VALE S A Basic Materials 23,889.0 $380K 0.15% NEW $15.91 +4.4%
108 MRK MERCK & CO INC Healthcare 3,154.0 $379K 0.15% -58.0 -1.8% $120.29 -0.7%
109 IIM INVESCO VALUE MUN INCOME TR Financial Services 30,877.0 $375K 0.15% -23K -43.0% $12.16 +1.1%
110 QBTS D-WAVE QUANTUM INC Technology 25,915.0 $374K 0.15% +9K +56.9% $14.43 +105.5%
111 AXP AMERICAN EXPRESS CO Financial Services 1,218.0 $368K 0.14% $302.44 +3.4%
112 MTUM ISHARES TR 1,521.0 $365K 0.14% -9K -86.2% $240.03 +31.2%
113 GOOG ALPHABET INC Communication Services 1,238.0 $355K 0.14% +17.0 +1.4% $286.78 +34.9%
114 AVAV AEROVIRONMENT INC Industrials 1,916.0 $351K 0.14% -136.0 -6.6% $183.06 +18.7%
115 ARCC ARES CAPITAL CORP Financial Services 19,439.0 $350K 0.14% +4K +22.9% $18.02 +4.5%
116 DUK DUKE ENERGY CORP NEW Utilities 2,666.0 $349K 0.14% +43.0 +1.6% $130.93 -5.4%
117 UAMY UNITED STATES ANTIMONY CORP Basic Materials 39,592.0 $346K 0.14% +4K +11.2% $8.73 +5.0%
118 IYW ISHARES TR 1,856.0 $337K 0.13% -9K -82.3% $181.47 +37.6%
119 FBND FIDELITY MERRIMACK STR TR 7,326.0 $334K 0.13% +196.0 +2.8% $45.62 -0.3%
120 ET ENERGY TRANSFER L P Energy 17,307.0 $334K 0.13% $19.30 +0.2%
Page 6 of 9  ·  163 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 36.5%
Technology 21.5%
Industrials 7.5%
Energy 6.5%
Healthcare 6.1%
Consumer Defensive 6.0%
Communication Services 5.9%
Consumer Cyclical 4.9%
Utilities 2.6%
Real Estate 1.7%