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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited
Page 50 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CHWY CHEWY INC Consumer Cyclical 90.0 $2K 0.00% $27.00 -33.9%
982 XYL XYLEM INC Industrials 20.0 $2K 0.00% $119.50 -7.6%
983 LITHIUM AMERS CORP NEW 600.0 $2K 0.00% $3.95
984 WSC WILLSCOT HLDGS CORP Industrials 136.0 $2K 0.00% $17.36 +60.4%
985 XRAY DENTSPLY SIRONA INC Healthcare 200.0 $2K 0.00% $11.60 -12.1%
986 CAG CONAGRA BRANDS INC Consumer Defensive 145.0 $2K 0.00% $15.72 -14.6%
987 WCN WASTE CONNECTIONS INC Industrials 14.0 $2K 0.00% $162.43 -1.8%
988 LUMN LUMEN TECHNOLOGIES INC Communication Services 323.0 $2K 0.00% $6.95 +12.8%
989 ACMR ACM RESH INC Technology 57.0 $2K 0.00% $39.35 +151.9%
990 CRUX COLUMBIA ETF TR I 74.0 $2K 0.00% NEW $30.05 -0.7%
991 BBJP J P MORGAN EXCHANGE TRADED F 32.0 $2K 0.00% $68.94 +8.6%
992 SPTS SPDR SERIES TRUST 72.0 $2K 0.00% $29.31 -1.2%
993 CRL CHARLES RIV LABS INTL INC Healthcare 12.0 $2K 0.00% $172.50 +8.2%
994 SE SEA LTD Consumer Cyclical 25.0 $2K 0.00% $82.80 +10.9%
995 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 700.0 $2K 0.00% $2.94 +4.8%
996 SCHP SCHWAB STRATEGIC TR 76.0 $2K 0.00% $26.61 -0.8%
997 IONQ IONQ INC Technology 70.0 $2K 0.00% $28.83 +100.7%
998 VRTS VIRTUS INVT PARTNERS INC Financial Services 15.0 $2K 0.00% $134.33 +5.6%
999 USFR WISDOMTREE TR 40.0 $2K 0.00% $50.35 +0.2%
1000 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 130.0 $2K 0.00% $15.47 +13.5%
Page 50 of 57  ·  1,121 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 26.4%
Industrials 18.0%
Financial Services 15.5%
Consumer Cyclical 10.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Communication Services 6.2%
Energy 4.8%
Utilities 1.8%
Real Estate 1.6%