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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 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 +31.1%
142 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3.0 $879.0 -1.0 -25.0% $293.00 +34.9%
143 RVMD REVOLUTION MEDICINES INC Healthcare 9.0 $876.0 -1.0 -10.0% $97.33 +87.1%
144 SAP SAP SE Technology 5.0 $857.0 -25.0 -83.3% $171.40 -9.5%
145 CCI CROWN CASTLE INC Real Estate 10.0 $814.0 -10.0 -50.0% $81.40 +1.5%
146 KVUE KENVUE INC Consumer Defensive 46.0 $794.0 -1.0 -2.1% $17.26 +10.8%
147 TXT TEXTRON INC Industrials 9.0 $789.0 -2.0 -18.2% $87.67 +4.1%
148 ACGL ARCH CAP GROUP LTD Financial Services 8.0 $768.0 -6.0 -42.9% $96.00 +1.6%
149 DTE DTE ENERGY CO Utilities 5.0 $732.0 -1.0 -16.7% $146.40 +5.5%
150 RPRX ROYALTY PHARMA PLC Healthcare 15.0 $720.0 -1.0 -6.2% $48.00 +17.1%
151 ELAN ELANCO ANIMAL HEALTH INC Healthcare 30.0 $718.0 -1.0 -3.2% $23.93 +2.7%
152 XEL XCEL ENERGY INC Utilities 9.0 $715.0 -2.0 -18.2% $79.44 +3.5%
153 SMCI SUPER MICRO COMPUTER INC Technology 30.0 $684.0 -6.0 -16.7% $22.80 +34.3%
154 CTAS CINTAS CORP Industrials 4.0 $677.0 -5.0 -55.6% $169.25 +1.6%
155 APOS APOLLO GLOBAL MGMT INC Financial Services 6.0 $669.0 -5.0 -45.5% $111.50 -77.1%
156 DKNG DRAFTKINGS INC NEW Consumer Cyclical 30.0 $649.0 -60.0 -66.7% $21.63 +18.8%
157 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $648.0 -8.0 -72.7% $216.00 -38.1%
158 FISV FISERV INC Technology 11.0 $614.0 -7.0 -38.9% $55.82 -11.4%
159 SSNC SS&C TECH HLDGS Technology 9.0 $609.0 -1.0 -10.0% $67.67 -5.9%
160 DASH DOORDASH INC Communication Services 4.0 $601.0 -4.0 -50.0% $150.25 +21.9%
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 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%