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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFGC NEW FOUND GOLD CORP Basic Materials 225,894.0 $438K 0.21% NEW $1.94 +2.8%
62 YPF YPF SOCIEDAD ANONIMA Energy 9,390.0 $434K 0.21% NEW $46.22 +12.0%
63 ENERFLEX LTD 20,077.0 $420K 0.20% NEW $20.92
64 IBM INTERNATIONAL BUSINESS MACHS Technology 1,707.0 $414K 0.20% NEW $242.33 +8.5%
65 NGL NGL ENERGY PARTNERS LP Energy 32,451.0 $400K 0.19% NEW $12.33 +38.4%
66 BORR DRILLING LTD 68,745.0 $397K 0.19% NEW $5.77
67 TGS TRANSPORTADORA DE GAS DEL SU Energy 11,411.0 $395K 0.19% NEW $34.61 -10.5%
68 DHT DHT HOLDINGS INC Energy 20,000.0 $365K 0.17% NEW $18.27 -8.9%
69 NEM NEWMONT CORP Basic Materials 3,313.0 $359K 0.17% NEW $108.25 -0.2%
70 RF REGIONS FINANCIAL CORP NEW Financial Services 13,315.0 $348K 0.17% NEW $26.12 +5.8%
71 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,196.0 $338K 0.16% NEW $282.37 +21.1%
72 NBR NABORS INDUSTRIES LTD Energy 3,694.0 $318K 0.15% NEW $86.06 +10.7%
73 FET FORUM ENERGY TECHNOLOGIES IN Energy 5,383.0 $316K 0.15% NEW $58.66 -10.9%
74 NESR NATIONAL ENERGY SERVICES REU Energy 13,057.0 $280K 0.13% NEW $21.47 +15.0%
75 GDXJ VANECK ETF TRUST 2,321.0 $279K 0.13% NEW $120.07 -4.0%
76 XOM EXXON MOBIL CORP Energy 1,601.0 $272K 0.13% NEW $169.66 -12.9%
77 GLNG GOLAR LNG LTD Energy 5,000.0 $271K 0.13% NEW $54.11 -8.6%
78 ET ENERGY TRANSFER L P Energy 13,275.0 $256K 0.12% NEW $19.30 +0.6%
79 EQX EQUINOX GOLD CORP Basic Materials 17,686.0 $256K 0.12% NEW $14.46 -12.7%
80 GLD SPDR GOLD TR Financial Services 594.0 $255K 0.12% NEW $430.10 -3.9%
Page 4 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%