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Portfolio (Quarterly) Guide ↗

McIlrath & Eck, LLC

· CIK 0001701714
13F Portfolio $1.3B AUM 1,645 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1645 New
Page 71 of 83  ·  1,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 JPMORGAN MID-CAP VALUE FUND CLASS A 75.0 $2K NEW $30.72
1402 KD KYNDRYL HLDGS INC COM Technology 172.0 $2K NEW $13.12 -10.2%
1403 IJJ ISHARES TR S&P MIDCAP 400 VALUE ETF 17.0 $2K NEW $132.53 +7.4%
1404 BBEU J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS EUROPE ETF NEW 31.0 $2K NEW $72.42 +7.6%
1405 FTV FORTIVE CORP COM Technology 40.0 $2K NEW $55.27 +7.0%
1406 SPIP SPDR SER TR STATE STR SPDR PORTFOLIO TIPS ETF 85.0 $2K NEW $26.01 +0.2%
1407 KMX CARMAX INC COM Consumer Cyclical 53.0 $2K NEW $41.58 +5.6%
1408 LMND LEMONADE INC COM Financial Services 35.0 $2K NEW $62.69 -7.4%
1409 FORTITUDE GOLD CORP COM 441.0 $2K NEW $4.96
1410 ANGX ANGEL STUDIOS INC CL A COM Communication Services 692.0 $2K NEW $3.05 -7.2%
1411 BIL SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW 23.0 $2K NEW $91.65 -0.0%
1412 ANNALY CAP MGMT INC COM NEW 99.0 $2K NEW $21.15
1413 COLUMBIA ACORN FUND INSTITUTIONAL CLASS 165.0 $2K NEW $12.50
1414 SU SUNCOR ENERGY INC NEW COM ISIN CA8672241079 Energy 31.0 $2K NEW $66.10 -4.2%
1415 AGH AUREUS GREENWAY HLDGS INC COM Consumer Cyclical 600.0 $2K NEW $3.39 +7.7%
1416 ADELANTO CALIF PUB FING AUTH LOC AGY REV REV BDS 1995 B 6.300 percent 09/01/28 REG DTD 01/01/96 CLB 2,000.0 $2K NEW $1.01
1417 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 26.0 $2K NEW $76.15 +11.1%
1418 ALC ALCON SA ACT NOM ISIN CH0432492467 Healthcare 26.0 $2K NEW $75.35 -12.9%
1419 WY WEYERHAEUSER CO COM Real Estate 80.0 $2K NEW $24.43 +0.3%
1420 CDNS CADENCE DESIGN SYS INC COM Technology 7.0 $2K NEW $277.86 +34.5%
Page 71 of 83  ·  1,645 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 38.8%
Financial Services 29.1%
Industrials 6.5%
Communication Services 5.8%
Consumer Cyclical 5.5%
Consumer Defensive 5.2%
Energy 3.3%
Healthcare 2.3%
Real Estate 1.4%
Utilities 1.1%