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Portfolio (Quarterly) Guide ↗

Quaker Wealth Management, LLC

· CIK 0001733472
13F Portfolio $320M AUM 975 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 291 Added 231 Reduced 83 Exited
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 LBRDK LIBERTY BROADBAND CORP Communication Services 6 $292.0 SOLD
62 TWLO TWILIO INC Communication Services 2 $285.0 SOLD
63 KBR KBR INC Industrials 7 $282.0 SOLD
64 FSLR FIRST SOLAR INC Energy 1 $262.0 SOLD
65 PRI PRIMERICA INC Financial Services 1 $259.0 SOLD
66 RDDT REDDIT INC Communication Services 1 $230.0 SOLD
67 MHK MOHAWK INDS INC Consumer Cyclical 2 $219.0 SOLD
68 BLDR BUILDERS FIRSTSOURCE INC Industrials 2 $206.0 SOLD
69 S SENTINELONE INC Technology 12 $180.0 SOLD
70 CIVITAS RESOURCES INC 5 $136.0 SOLD
71 AMCOR PLC 16 $134.0 SOLD
72 MTN VAIL RESORTS INC Consumer Cyclical 1 $133.0 SOLD
73 MAS MASCO CORP Industrials 2 $127.0 SOLD
74 PATH UIPATH INC Technology 7 $115.0 SOLD
75 RMBS RAMBUS INC DEL Technology 1 $92.0 SOLD
76 IONQ IONQ INC Technology 2 $90.0 SOLD
77 U UNITY SOFTWARE INC Technology 2 $89.0 SOLD
78 BYD BOYD GAMING CORP Consumer Cyclical 1 $86.0 SOLD
79 IUSB ISHARES TR 1 $47.0 SOLD
80 OGE OGE ENERGY CORP Utilities 1 $43.0 SOLD
Page 4 of 5  ·  83 positions
Sector Allocation
Technology 28.7%
Communication Services 17.3%
Healthcare 16.9%
Financial Services 12.5%
Industrials 8.1%
Consumer Defensive 4.5%
Consumer Cyclical 4.2%
Energy 3.0%
Utilities 2.3%
Real Estate 1.3%