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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  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 10,208.0 $776K 0.37% NEW $76.05 +6.4%
42 AG FIRST MAJESTIC SILVER CORP Basic Materials 34,721.0 $746K 0.36% NEW $21.48 -9.8%
43 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,529.0 $735K 0.35% NEW $290.49 -2.2%
44 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,743.0 $734K 0.35% NEW $196.02 +4.4%
45 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 8,932.0 $723K 0.34% NEW $80.94 +4.0%
46 WTRG ESSENTIAL UTILS INC Utilities 17,945.0 $723K 0.34% NEW $40.27 -7.2%
47 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,761.0 $665K 0.32% NEW $35.44 -5.5%
48 CNA CNA FINL CORP Financial Services 14,347.0 $659K 0.32% NEW $45.92 -6.8%
49 SVM SILVERCORP METALS INC Basic Materials 61,019.0 $655K 0.31% NEW $10.74 +9.0%
50 MDT MEDTRONIC PLC Healthcare 7,459.0 $646K 0.31% NEW $86.65 -12.4%
51 IMTM ISHARES TR 13,443.0 $646K 0.31% NEW $48.02 +9.0%
52 BROWN FORMAN CORP 24,383.0 $645K 0.31% NEW $26.44
53 GIS GENERAL MILLS INC Consumer Defensive 16,468.0 $613K 0.29% NEW $37.22 -9.0%
54 PBR PETROLEO BRASILEIRO S A Energy 29,311.0 $608K 0.29% NEW $20.75 -8.0%
55 TGB TASEKO MINES LTD Basic Materials 93,100.0 $600K 0.29% NEW $6.45 +7.4%
56 KIM KIMCO REALTY CORP Real Estate 26,265.0 $590K 0.28% NEW $22.47 +8.0%
57 PDP INVESCO EXCHANGE TRADED FD T 4,819.0 $582K 0.28% NEW $120.73 +17.8%
58 IAU ISHARES GOLD TR Financial Services 6,563.0 $579K 0.28% NEW $88.16 -5.5%
59 HL HECLA MINING COMPANY Basic Materials 30,887.0 $575K 0.28% NEW $18.63 -11.4%
60 SOC SABLE OFFSHORE CORP Energy 33,926.0 $560K 0.27% NEW $16.52 -18.3%
Page 3 of 7  ·  132 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%