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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 42 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TGT TARGET CORP Consumer Defensive 65.0 $6K 0.00% NEW $97.75 +42.1%
822 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 75.0 $6K 0.00% NEW $84.36 -24.6%
823 RUM RUMBLE INC Technology 1,000.0 $6K 0.00% NEW $6.32 +1.7%
824 ARCC ARES CAPITAL CORP Financial Services 312.0 $6K 0.00% NEW $20.23 -11.1%
825 AVNT AVIENT CORPORATION Basic Materials 200.0 $6K 0.00% NEW $31.24 +16.9%
826 TMC TMC THE METALS COMPANY INC Basic Materials 1,000.0 $6K 0.00% NEW $6.17 -25.2%
827 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 115.0 $6K 0.00% NEW $53.63 +16.9%
828 USXF ISHARES TR 107.0 $6K 0.00% NEW $57.58 +17.8%
829 GNRC GENERAC HLDGS INC Industrials 45.0 $6K 0.00% NEW $136.38 +107.7%
830 FIS FIDELITY NATL INFORMATION SV Technology 92.0 $6K 0.00% NEW $66.46 -41.9%
831 RUN SUNRUN INC Energy 330.0 $6K 0.00% NEW $18.40 -11.7%
832 JLL JONES LANG LASALLE INC Real Estate 18.0 $6K 0.00% NEW $336.44 -10.5%
833 MCHI ISHARES TR 100.0 $6K 0.00% NEW $60.07 -14.0%
834 FLAGSTAR BANK NATIONAL ASSOC 475.0 $6K 0.00% NEW $12.59
835 CIVEO CORP CDA 251.0 $6K 0.00% NEW $22.87
836 FYX FIRST TR EXCHANGE-TRADED ALP 50.0 $6K 0.00% NEW $113.14 +24.9%
837 MCHP MICROCHIP TECHNOLOGY INC. Technology 88.0 $6K 0.00% NEW $63.72 +45.7%
838 EML EASTERN CO Industrials 284.0 $6K 0.00% NEW $19.69 +18.8%
839 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 92.0 $6K 0.00% NEW $60.61 +4.0%
840 EPR PPTYS 250.0 $6K 0.00% NEW $22.16
Page 42 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%