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Portfolio (Quarterly) Guide ↗

Quaker Wealth Management, LLC

· CIK 0001733472
13F Portfolio $344M AUM 970 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 72 New 254 Added 210 Reduced 77 Exited
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HL HECLAMININGCOMPANY Basic Materials 8.0 $124.0 NEW $15.50 +33.8%
62 SITE SITEONELANDSCAPESUPPLYINC Industrials 1.0 $115.0 NEW $115.00 -16.1%
63 PLNT PLANETFITNESSMASTERISSUER Consumer Cyclical 2.0 $105.0 NEW $52.50 +2.8%
64 KBR KBRINC Industrials 3.0 $104.0 NEW $34.67 +11.3%
65 FLUTTERENTMTPLC 1.0 $103.0 NEW $103.00
66 OHI OMEGAHEALTHCAREINVSINC Real Estate 2.0 $96.0 NEW $48.00 -2.7%
67 FNF FIDELITYNATLFINLINC Financial Services 2.0 $95.0 NEW $47.50 -0.4%
68 POST POSTHLDGSINC Consumer Defensive 1.0 $89.0 NEW $89.00 -10.3%
69 NFG NATIONALFUELGASCO Energy 1.0 $78.0 NEW $78.00 +6.5%
70 DOUG DOUGLASELLIMANINC Real Estate 35.0 $62.0 NEW $1.77 +10.1%
71 VERSIGENTPLC 1.0 $43.0 NEW $43.00
72 ONL ORIONPROPERTIESINC Real Estate 5.0 $15.0 NEW $3.00 -5.2%
Page 4 of 4  ·  72 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 36.6%
Healthcare 19.0%
Financial Services 16.9%
Industrials 6.9%
Communication Services 5.8%
Consumer Cyclical 5.0%
Consumer Defensive 3.6%
Utilities 2.1%
Real Estate 1.6%
Basic Materials 1.4%