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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 55 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 GTIP GOLDMAN SACHS ETF TR 10.0 $494.0 $49.40 -1.5%
1082 COTY COTY INC Consumer Defensive 245.0 $492.0 $2.01 -2.4%
1083 WOLF WOLFSPEED INC Technology 28.0 $457.0 +11.0 +64.7% $16.32 +200.0%
1084 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7.0 $456.0 $65.14 +49.7%
1085 SKYY FIRST TR EXCHANGE-TRADED FD 4.0 $437.0 -15.0 -79.0% $109.25 +18.4%
1086 MIST MILESTONE PHARMACEUTICALS IN Healthcare 340.0 $405.0 $1.19 +9.1%
1087 GBIL GOLDMAN SACHS ETF TR 4.0 $401.0 $100.25 -0.2%
1088 SUNS SUNRISE RLTY TR INC Real Estate 49.0 $376.0 $7.67 +10.0%
1089 QSI QUANTUM SI INC Healthcare 470.0 $363.0 $0.77 +13.9%
1090 SNAP SNAP INC Communication Services 75.0 $345.0 $4.60 -3.4%
1091 BUR BURFORD CAPITAL LIMITED Financial Services 59.0 $267.0 $4.53 -8.1%
1092 OGN ORGANON & CO Healthcare 44.0 $264.0 $6.00 +124.2%
1093 NATL NCR ATLEOS CORPORATION Technology 6.0 $261.0 $43.50 +0.2%
1094 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 17.0 $254.0 -80.0 -82.5% $14.94 +12.0%
1095 BHF BRIGHTHOUSE FINL INC Financial Services 4.0 $240.0 $60.00 +5.8%
1096 TLRY TILRAY BRANDS INC Healthcare 37.0 $239.0 $6.46 -28.6%
1097 NOK NOKIA CORP Technology 26.0 $210.0 $8.08 +69.8%
1098 BXP BXP INC Real Estate 4.0 $208.0 $52.00 +23.7%
1099 PGEN PRECIGEN INC Healthcare 50.0 $194.0 $3.88 +38.1%
1100 ARTY ISHARES TR 4.0 $187.0 $46.75 +59.2%
Page 55 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%