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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  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAG IAMGOLD CORP Basic Materials 29,298.0 $551K 0.26% NEW $18.82 -7.0%
62 B BARRICK MNG CORP Basic Materials 13,499.0 $551K 0.26% NEW $40.79 +2.0%
63 ERO ERO COPPER CORP Basic Materials 19,788.0 $528K 0.25% NEW $26.67 +11.5%
64 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,927.0 $527K 0.25% NEW $59.03 +7.3%
65 GPC GENUINE PARTS CO Consumer Cyclical 4,830.0 $511K 0.24% NEW $105.75 -7.3%
66 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,790.0 $496K 0.24% NEW $130.99 -1.0%
67 LMT LOCKHEED MARTIN CORP Industrials 810.0 $490K 0.23% NEW $604.39 -11.0%
68 BAYTEX ENERGY CORP 103,869.0 $464K 0.22% NEW $4.47
69 EPD ENTERPRISE PRODS PARTNERS L Energy 12,066.0 $457K 0.22% NEW $37.84 -0.7%
70 ACN ACCENTURE PLC IRELAND Technology 2,222.0 $441K 0.21% NEW $198.29 -9.8%
71 NFGC NEW FOUND GOLD CORP Basic Materials 225,894.0 $438K 0.21% NEW $1.94 +1.8%
72 YPF YPF SOCIEDAD ANONIMA Energy 9,390.0 $434K 0.21% NEW $46.22 +12.1%
73 ENERFLEX LTD 20,077.0 $420K 0.20% NEW $20.92
74 IBM INTERNATIONAL BUSINESS MACHS Technology 1,707.0 $414K 0.20% NEW $242.33 +9.5%
75 NGL NGL ENERGY PARTNERS LP Energy 32,451.0 $400K 0.19% NEW $12.33 +40.4%
76 BORR DRILLING LTD 68,745.0 $397K 0.19% NEW $5.77
77 TGS TRANSPORTADORA DE GAS DEL SU Energy 11,411.0 $395K 0.19% NEW $34.61 -12.0%
78 DHT DHT HOLDINGS INC Energy 20,000.0 $365K 0.17% NEW $18.27 -9.0%
79 NEM NEWMONT CORP Basic Materials 3,313.0 $359K 0.17% NEW $108.25 -0.4%
80 RF REGIONS FINANCIAL CORP NEW Financial Services 13,315.0 $348K 0.17% NEW $26.12 +6.1%
Page 4 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%