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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 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FV FIRST TR EXCHANGE TRADED FD 19,236.0 $1.2M 0.56% NEW $60.44 +18.8%
22 AAPL APPLE INC Technology 3,943.0 $1.0M 0.48% NEW $253.76 +22.5%
23 LRN STRIDE INC Consumer Defensive 10,022.0 $884K 0.42% NEW $88.17 +3.2%
24 ALB ALBEMARLE CORP Basic Materials 4,757.0 $854K 0.41% NEW $179.53 -1.1%
25 EOG EOG RES INC Energy 5,890.0 $852K 0.41% NEW $144.58 -7.1%
26 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 34,881.0 $851K 0.41% NEW $24.39 -2.1%
27 GDX VANECK ETF TRUST 9,191.0 $843K 0.40% NEW $91.77 -6.9%
28 EIX EDISON INTL Utilities 11,242.0 $823K 0.39% NEW $73.18 -2.1%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 5,378.0 $787K 0.38% NEW $146.28 -9.4%
30 FE FIRSTENERGY CORP Utilities 15,495.0 $785K 0.38% NEW $50.66 -7.7%
31 KO COCA COLA CO Consumer Defensive 10,208.0 $776K 0.37% NEW $76.05 +7.3%
32 AG FIRST MAJESTIC SILVER CORP Basic Materials 34,721.0 $746K 0.36% NEW $21.48 -8.4%
33 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,529.0 $735K 0.35% NEW $290.49 -1.6%
34 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,743.0 $734K 0.35% NEW $196.02 +5.1%
35 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 8,932.0 $723K 0.34% NEW $80.94 +3.7%
36 WTRG ESSENTIAL UTILS INC Utilities 17,945.0 $723K 0.34% NEW $40.27 -7.9%
37 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,761.0 $665K 0.32% NEW $35.44 -5.0%
38 CNA CNA FINL CORP Financial Services 14,347.0 $659K 0.32% NEW $45.92 -6.8%
39 SVM SILVERCORP METALS INC Basic Materials 61,019.0 $655K 0.31% NEW $10.74 +11.3%
40 MDT MEDTRONIC PLC Healthcare 7,459.0 $646K 0.31% NEW $86.65 -12.3%
Page 2 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%