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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
Q2 2026 Q1 2026 · All 88 New 291 Added 231 Reduced
Page 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WSM WILLIAMS SONOMA INC Consumer Cyclical 5.0 $912.0 -12.0 -70.6% $182.40 +30.3%
142 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3.0 $879.0 -1.0 -25.0% $293.00 +36.7%
143 RVMD REVOLUTION MEDICINES INC Healthcare 9.0 $876.0 -1.0 -10.0% $97.33 +115.2%
144 SAP SAP SE Technology 5.0 $857.0 -25.0 -83.3% $171.40 +27.6%
145 CCI CROWN CASTLE INC Real Estate 10.0 $814.0 -10.0 -50.0% $81.40 -7.2%
146 KVUE KENVUE INC Consumer Defensive 46.0 $794.0 -1.0 -2.1% $17.26 +10.4%
147 TXT TEXTRON INC Industrials 9.0 $789.0 -2.0 -18.2% $87.67 -5.4%
148 ACGL ARCH CAP GROUP LTD Financial Services 8.0 $768.0 -6.0 -42.9% $96.00 +3.5%
149 DTE DTE ENERGY CO Utilities 5.0 $732.0 -1.0 -16.7% $146.40 -7.6%
150 RPRX ROYALTY PHARMA PLC Healthcare 15.0 $720.0 -1.0 -6.2% $48.00 +27.7%
151 ELAN ELANCO ANIMAL HEALTH INC Healthcare 30.0 $718.0 -1.0 -3.2% $23.93 +0.2%
152 XEL XCEL ENERGY INC Utilities 9.0 $715.0 -2.0 -18.2% $79.44 -4.0%
153 SMCI SUPER MICRO COMPUTER INC Technology 30.0 $684.0 -6.0 -16.7% $22.80 +63.3%
154 CTAS CINTAS CORP Industrials 4.0 $677.0 -5.0 -55.6% $169.25 +20.4%
155 APOS APOLLO GLOBAL MGMT INC 6.0 $669.0 -5.0 -45.5% $111.50
156 DKNG DRAFTKINGS INC NEW Consumer Cyclical 30.0 $649.0 -60.0 -66.7% $21.63 +21.0%
157 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $648.0 -8.0 -72.7% $216.00 -30.5%
158 FISV FISERV INC Technology 11.0 $614.0 -7.0 -38.9% $55.82 -5.8%
159 SSNC SS&C TECH HLDGS Technology 9.0 $609.0 -1.0 -10.0% $67.67 +22.6%
160 DASH DOORDASH INC Communication Services 4.0 $601.0 -4.0 -50.0% $150.25 +48.7%
Page 8 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 32.5%
Healthcare 19.1%
Financial Services 14.1%
Industrials 9.2%
Communication Services 6.3%
Consumer Defensive 5.1%
Consumer Cyclical 4.7%
Energy 3.4%
Utilities 2.6%
Real Estate 1.5%