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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 30 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GNW GENWORTH FINL INC Financial Services 3,000.0 $27K 0.01% NEW $9.03 +2.9%
582 CE CELANESE CORP DEL Basic Materials 640.0 $27K 0.01% NEW $42.28 +13.6%
583 APP APPLOVIN CORP Technology 40.0 $27K 0.01% NEW $673.83 -31.0%
584 IP INTERNATIONAL PAPER CO Consumer Cyclical 675.0 $27K 0.01% NEW $39.39 -2.8%
585 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 530.0 $27K 0.01% NEW $50.02 -10.7%
586 PH PARKER-HANNIFIN CORP Industrials 30.0 $26K 0.01% NEW $878.97 +9.3%
587 EINC VANECK ETF TRUST 273.0 $26K 0.01% NEW $96.25 +23.3%
588 EMN EASTMAN CHEM CO Basic Materials 407.0 $26K 0.01% NEW $63.83 +10.3%
589 ROAD CONSTRUCTION PARTNERS INC Industrials 238.0 $26K 0.01% NEW $108.55 +15.3%
590 MRVL MARVELL TECHNOLOGY INC Technology 303.0 $26K 0.01% NEW $85.21 +224.7%
591 ALL ALLSTATE CORP Financial Services 124.0 $26K 0.01% NEW $208.15 +12.2%
592 DJD INVESCO EXCHANGE TRADED FD T 450.0 $26K 0.01% NEW $57.14 +10.3%
593 IEFA ISHARES TR 287.0 $26K 0.01% NEW $89.54 +6.4%
594 JPRE J P MORGAN EXCHANGE TRADED F 550.0 $26K 0.01% NEW $46.71 +12.6%
595 BLK BLACKROCK INC Financial Services 24.0 $26K 0.01% NEW $1070.33 -8.2%
596 CROX CROCS INC Consumer Cyclical 300.0 $26K 0.01% NEW $85.52 +42.0%
597 PHO INVESCO EXCHANGE TRADED FD T 360.0 $25K 0.01% NEW $70.41 -3.5%
598 PAYX PAYCHEX INC Industrials 225.0 $25K 0.01% NEW $112.18 -14.2%
599 Q QNITY ELECTRONICS INC Technology 308.0 $25K 0.01% NEW $81.65 +94.4%
600 B BARRICK MNG CORP Basic Materials 574.0 $25K 0.01% NEW $43.55 -16.3%
Page 30 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%