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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 56 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 WAR ETF SER SOLUTIONS 5.0 $115.0 NEW $23.00 +40.3%
1102 ASIX ADVANSIX INC Basic Materials 6.0 $104.0 NEW $17.33 +11.6%
1103 FSLY FASTLY INC Technology 7.0 $71.0 NEW $10.14 +64.3%
1104 CC CHEMOURS CO Basic Materials 6.0 $70.0 NEW $11.67 +71.1%
1105 ONL ORION PROPERTIES INC Real Estate 30.0 $68.0 NEW $2.27 +27.5%
1106 VVX V2X INC Industrials 1.0 $55.0 NEW $55.00 +49.1%
1107 INSEEGO CORP 4.0 $41.0 NEW $10.25
1108 BONK INC 15.0 $39.0 NEW $2.60
1109 SCHQ SCHWAB STRATEGIC TR 1.0 $32.0 NEW $32.00 -2.4%
1110 CTSO CYTOSORBENTS CORP Healthcare 45.0 $29.0 NEW $0.64 -33.4%
1111 PRQR PROQR THRAPEUTICS N V Healthcare 10.0 $20.0 NEW $2.00 -5.5%
1112 GENIUS GROUP LTD 34.0 $20.0 NEW $0.59
1113 IQ IQIYI INC Communication Services 10.0 $19.0 NEW $1.90 -45.3%
1114 CRVO CERVOMED INC Healthcare 2.0 $16.0 NEW $8.00 -53.5%
1115 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 2.0 $12.0 NEW $6.00 +34.5%
1116 GRAN TIERRA ENERGY INC 2.0 $8.0 NEW $4.00
1117 VALARIS LTD 3.0 $6.0 NEW $2.00
1118 WORKHORSE GROUP INC 1.0 $5.0 NEW $5.00
1119 BNGO BIONANO GENOMICS INC Healthcare 1.0 $2.0 NEW $2.00 -42.5%
Page 56 of 56  ·  1,119 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
Technology 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%