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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 10 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7.0 $325.0 -1.0 -12.5% $46.43 +18.9%
182 HRL HORMEL FOODS CORP Consumer Defensive 14.0 $318.0 -12.0 -46.1% $22.71 +16.7%
183 DUOL DUOLINGO INC Technology 3.0 $296.0 -48.0 -94.1% $98.67 +23.1%
184 CUBE CUBESMART Real Estate 8.0 $294.0 -2.0 -20.0% $36.75 +12.3%
185 KIM KIMCO REALTY CORP Real Estate 13.0 $293.0 -1.0 -7.1% $22.54 +14.9%
186 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 19.0 $286.0 -1.0 -5.0% $15.05 +3.8%
187 LAZ LAZARD INC Financial Services 6.0 $255.0 -1.0 -14.3% $42.50 -5.6%
188 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1.0 $251.0 -1.0 -50.0% $251.00 +39.8%
189 HUBS HUBSPOT INC Technology 1.0 $245.0 -1.0 -50.0% $245.00 -24.3%
190 MDB MONGODB INC Technology 1.0 $245.0 -1.0 -50.0% $245.00 +28.2%
191 COHR COHERENT CORP Technology 1.0 $239.0 -1.0 -50.0% $239.00 +59.2%
192 FERG FERGUSON ENTERPRISES INC Industrials 1.0 $234.0 -1.0 -50.0% $234.00 +2.0%
193 INGR INGREDION INC Consumer Defensive 2.0 $226.0 -1.0 -33.3% $113.00 -13.7%
194 STE STERIS PLC Healthcare 1.0 $222.0 -1.0 -50.0% $222.00 -2.9%
195 POOL POOL CORP Industrials 1.0 $203.0 -3.0 -75.0% $203.00 +4.2%
196 RPM RPM INTL INC Basic Materials 2.0 $199.0 -3.0 -60.0% $99.50 +13.0%
197 WY WEYERHAEUSER CO Real Estate 8.0 $196.0 -10.0 -55.6% $24.50 +3.3%
198 AXTA AXALTA COATING SYS LTD Basic Materials 7.0 $194.0 -12.0 -63.2% $27.71 +24.5%
199 SJM SMUCKER J M CO Consumer Defensive 2.0 $193.0 -1.0 -33.3% $96.50 +19.8%
200 TTD THE TRADE DESK INC Technology 8.0 $182.0 -316.0 -97.5% $22.75 -19.3%
Page 10 of 12  ·  231 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 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%