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Portfolio (Quarterly) Guide ↗

Kiker Wealth Management, LLC

· CIK 0002042502
13F Portfolio $209M AUM 132 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New 10 Added 1 Reduced 1 Exited
Page 1 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWZ ISHARES INC 211,575.0 $8.1M 3.88% NEW $38.39 -5.9%
2 CIBR FIRST TR EXCHANGE-TRADED FD 129,012.0 $8.1M 3.86% NEW $62.68 +30.9%
3 SLV ISHARES SILVER TR Financial Services 107,087.0 $7.3M 3.48% NEW $68.14 -0.9%
4 FRO FRONTLINE PLC Energy 89,360.0 $3.1M 1.49% NEW $34.86 +1.7%
5 CEF SPROTT ASSET MANAGEMENT LP Financial Services 60,509.0 $2.9M 1.38% NEW $47.72 -2.2%
6 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 98,937.0 $2.7M 1.30% NEW $27.54 -11.7%
7 EQNR EQUINOR ASA Energy 56,127.0 $2.4M 1.13% NEW $42.20 -13.5%
8 SCHW SCHWAB CHARLES CORP Financial Services 23,283.0 $2.2M 1.04% NEW $93.98 -8.9%
9 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 57,027.0 $2.1M 1.02% NEW $37.66 +3.9%
10 WT WISDOMTREE INC Financial Services 146,095.0 $2.1M 1.02% NEW $14.56 +32.1%
11 EME EMCOR GROUP INC Industrials 2,861.0 $2.1M 1.01% NEW $738.31 +15.8%
12 JXN JACKSON FINANCIAL INC Financial Services 18,649.0 $2.0M 0.94% NEW $105.72 -1.7%
13 ENVA ENOVA INTL INC Financial Services 13,932.0 $1.9M 0.90% NEW $135.83 +18.7%
14 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 112,469.0 $1.8M 0.84% NEW $15.72 -8.1%
15 CNO CNO FINL GROUP INC Financial Services 42,364.0 $1.7M 0.83% NEW $41.06 +12.9%
16 ORI OLD REP INTL CORP Financial Services 39,676.0 $1.6M 0.76% NEW $39.90 -3.8%
17 CVX CHEVRON CORPORATION Energy 7,144.0 $1.5M 0.71% NEW $206.91 -11.8%
18 BMI BADGER METER INC Technology 9,287.0 $1.4M 0.68% NEW $152.35 -17.6%
19 SO SOUTHERN CO Utilities 14,125.0 $1.4M 0.65% NEW $96.52 -2.9%
20 IFV FIRST TR EXCHANGE TRADED FD 47,658.0 $1.2M 0.57% NEW $25.27 +10.9%
Page 1 of 7  ·  121 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 54.9%
Energy 13.0%
Basic Materials 8.0%
Technology 4.8%
Utilities 3.7%
Consumer Cyclical 3.5%
Industrials 3.4%
Communication Services 3.1%
Healthcare 2.8%
Consumer Defensive 2.2%