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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | EQIX | EQUINIX INC | Real Estate | 1.0 | $406.0 | — | NEW | — | $406.00 | +165.6% |
| 702 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 9.0 | $404.0 | — | NEW | — | $44.89 | +0.1% |
| 703 | MMM | 3M CO | Industrials | 3.0 | $402.0 | — | NEW | — | $134.00 | +13.1% |
| 704 | AON | AON PLC | Financial Services | 1.0 | $402.0 | — | NEW | — | $402.00 | -19.3% |
| 705 | BKU | BANKUNITED INC | Financial Services | 9.0 | $401.0 | — | NEW | — | $44.56 | +4.0% |
| 706 | GDDY | GODADDY INC | Technology | 3.0 | $401.0 | — | NEW | — | $133.67 | -31.5% |
| 707 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 1.0 | $399.0 | — | NEW | — | $399.00 | +34.8% |
| 708 | FAST | FASTENAL CO | Industrials | 10.0 | $395.0 | — | NEW | — | $39.50 | +10.2% |
| 709 | PCAR | PACCAR INC | Industrials | 4.0 | $393.0 | — | NEW | — | $98.25 | +11.3% |
| 710 | FSLR | FIRST SOLAR INC | Energy | 1.0 | $384.0 | — | NEW | — | $384.00 | -35.2% |
| 711 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 4.0 | $383.0 | — | NEW | — | $95.75 | -3.6% |
| 712 | KVUE | KENVUE INC | Consumer Defensive | 22.0 | $377.0 | — | NEW | — | $17.14 | +1.9% |
| 713 | FERG | FERGUSON ENTERPRISES INC | Industrials | 2.0 | $367.0 | — | NEW | — | $183.50 | +21.9% |
| 714 | NVR | NVR INC | Consumer Cyclical | — | $365.0 | — | NEW | — | — | — |
| 715 | — | INGERSOLL RAND INC | — | 5.0 | $365.0 | — | NEW | — | $73.00 | — |
| 716 | WIP | SPDR SERIES TRUST | — | 9.0 | $355.0 | — | NEW | — | $39.44 | +2.0% |
| 717 | XYL | XYLEM INC | Industrials | 3.0 | $354.0 | — | NEW | — | $118.00 | -8.3% |
| 718 | EA | ELECTRONIC ARTS INC | Communication Services | 2.0 | $353.0 | — | NEW | — | $176.50 | +14.4% |
| 719 | ADSK | AUTODESK INC | Technology | 1.0 | $352.0 | — | NEW | — | $352.00 | -31.8% |
| 720 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 2.0 | $349.0 | — | NEW | — | $174.50 | -9.9% |
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
42.2%
Technology
18.2%
Consumer Cyclical
7.7%
Healthcare
7.5%
Utilities
6.6%
Industrials
4.8%
Communication Services
4.5%
Consumer Defensive
4.3%
Energy
3.0%
Real Estate
0.9%