Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | RUM | RUMBLE INC | Technology | 881.0 | $4K | 0.00% | NEW | — | $5.10 | +44.5% |
| 42 | — | SMITHFIELD FOODS INC | — | 154.0 | $4K | 0.00% | NEW | — | $27.97 | — |
| 43 | GGG | GRACO INC | Industrials | 44.0 | $4K | 0.00% | NEW | — | $84.66 | -11.0% |
| 44 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 22.0 | $3K | 0.00% | NEW | — | $149.50 | +8.2% |
| 45 | DES | WISDOMTREE TR | — | 88.0 | $3K | 0.00% | NEW | — | $35.94 | +6.6% |
| 46 | ATR | APTARGROUP INC | Healthcare | 25.0 | $3K | 0.00% | NEW | — | $126.04 | -8.4% |
| 47 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 283.0 | $3K | 0.00% | NEW | — | $9.28 | -14.4% |
| 48 | DFAU | DIMENSIONAL ETF TRUST | — | 58.0 | $3K | 0.00% | NEW | — | $45.12 | +13.1% |
| 49 | ALAB | ASTERA LABS INC | Technology | 22.0 | $2K | 0.00% | NEW | — | $109.59 | +171.8% |
| 50 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 25.0 | $2K | 0.00% | NEW | — | $93.88 | +106.0% |
| 51 | NI | NISOURCE INC | Utilities | 50.0 | $2K | 0.00% | NEW | — | $46.66 | +2.3% |
| 52 | PPTA | PERPETUA RESOURCES CORP | Basic Materials | 81.0 | $2K | 0.00% | NEW | — | $28.12 | -2.2% |
| 53 | CINF | CINCINNATI FINL CORP | Financial Services | 14.0 | $2K | 0.00% | NEW | — | $157.36 | +7.0% |
| 54 | USAR | USA RARE EARTH INC | Basic Materials | 135.0 | $2K | 0.00% | NEW | — | $15.13 | +49.1% |
| 55 | MLI | MUELLER INDS INC | Industrials | 17.0 | $2K | 0.00% | NEW | — | $110.82 | +20.5% |
| 56 | TRMB | TRIMBLE INC | Technology | 27.0 | $2K | 0.00% | NEW | — | $65.22 | -14.2% |
| 57 | VRSK | VERISK ANALYTICS INC | Industrials | 9.0 | $2K | 0.00% | NEW | — | $189.78 | -10.1% |
| 58 | EGP | EASTGROUP PPTYS INC | Real Estate | 9.0 | $2K | 0.00% | NEW | — | $185.11 | +10.8% |
| 59 | DFCF | DIMENSIONAL ETF TRUST | — | 38.0 | $2K | 0.00% | NEW | — | $42.21 | -0.7% |
| 60 | ILMN | ILLUMINA INC | Healthcare | 13.0 | $2K | 0.00% | NEW | — | $123.23 | +17.5% |
① 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
38.4%
Technology
19.9%
Healthcare
7.9%
Consumer Cyclical
7.3%
Utilities
6.8%
Communication Services
4.9%
Industrials
4.9%
Consumer Defensive
4.6%
Energy
4.0%
Real Estate
0.8%