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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 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IMTM ISHARES TR 13,443.0 $646K 0.31% NEW $48.02 +10.1%
42 BROWN FORMAN CORP 24,383.0 $645K 0.31% NEW $26.44
43 GIS GENERAL MILLS INC Consumer Defensive 16,468.0 $613K 0.29% NEW $37.22 -8.5%
44 PBR PETROLEO BRASILEIRO S A Energy 29,311.0 $608K 0.29% NEW $20.75 -8.8%
45 TGB TASEKO MINES LTD Basic Materials 93,100.0 $600K 0.29% NEW $6.45 +13.0%
46 KIM KIMCO REALTY CORP Real Estate 26,265.0 $590K 0.28% NEW $22.47 +8.3%
47 PDP INVESCO EXCHANGE TRADED FD T 4,819.0 $582K 0.28% NEW $120.73 +19.2%
48 IAU ISHARES GOLD TR Financial Services 6,563.0 $579K 0.28% NEW $88.16 -3.9%
49 HL HECLA MINING COMPANY Basic Materials 30,887.0 $575K 0.28% NEW $18.63 -5.0%
50 SOC SABLE OFFSHORE CORP Energy 33,926.0 $560K 0.27% NEW $16.52 -19.7%
51 IAG IAMGOLD CORP Basic Materials 29,298.0 $551K 0.26% NEW $18.82 -6.7%
52 B BARRICK MNG CORP Basic Materials 13,499.0 $551K 0.26% NEW $40.79 +3.6%
53 ERO ERO COPPER CORP Basic Materials 19,788.0 $528K 0.25% NEW $26.67 +12.4%
54 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,927.0 $527K 0.25% NEW $59.03 +8.2%
55 GPC GENUINE PARTS CO Consumer Cyclical 4,830.0 $511K 0.24% NEW $105.75 -6.9%
56 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,790.0 $496K 0.24% NEW $130.99 -0.0%
57 LMT LOCKHEED MARTIN CORP Industrials 810.0 $490K 0.23% NEW $604.39 -11.4%
58 BAYTEX ENERGY CORP 103,869.0 $464K 0.22% NEW $4.47
59 EPD ENTERPRISE PRODS PARTNERS L Energy 12,066.0 $457K 0.22% NEW $37.84 -0.8%
60 ACN ACCENTURE PLC IRELAND Technology 2,222.0 $441K 0.21% NEW $198.29 -9.9%
Page 3 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%