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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 9 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CORPAY INC 2.0 $582.0 -1.0 -33.3% $291.00
162 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18.0 $577.0 -12.0 -40.0% $32.06 +4.0%
163 WRB BERKLEY W R CORP Financial Services 8.0 $531.0 -3.0 -27.3% $66.38 +7.4%
164 CRH PLC 5.0 $526.0 -2.0 -28.6% $105.20
165 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 7.0 $499.0 -2.0 -22.2% $71.29 -7.8%
166 MTCH MATCH GROUP INC NEW Communication Services 16.0 $492.0 -1K -98.8% $30.75 +20.9%
167 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6.0 $484.0 -1.0 -14.3% $80.67 -30.9%
168 CCC CCC INTELLIGENT SOLUTIONS HL Technology 79.0 $474.0 -8.0 -9.2% $6.00 -16.5%
169 AMP AMERIPRISE FINL INC Financial Services 1.0 $445.0 -1.0 -50.0% $445.00 +1.8%
170 OC OWENS CORNING NEW Industrials 4.0 $433.0 -5.0 -55.6% $108.25 +25.1%
171 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7.0 $430.0 -1.0 -12.5% $61.43 -34.8%
172 PPG PPG INDS INC Basic Materials 4.0 $428.0 -1.0 -20.0% $107.00 +15.2%
173 CNC CENTENE CORP DEL Healthcare 13.0 $426.0 -8.0 -38.1% $32.77 +100.6%
174 PSTG EVERPURE INC Technology 7.0 $414.0 -2.0 -22.2% $59.14 +26.2%
175 CBRE CBRE GROUP INC Real Estate 3.0 $407.0 -2.0 -40.0% $135.67 +1.3%
176 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 5.0 $407.0 -1.0 -16.7% $81.40 +7.3%
177 EXEL EXELIXIS INC Healthcare 9.0 $387.0 -1.0 -10.0% $43.00 +27.4%
178 SWKS SKYWORKS SOLUTIONS INC Technology 7.0 $375.0 -9.0 -56.2% $53.57 +26.9%
179 TECH BIO-TECHNE CORP Healthcare 7.0 $366.0 -3.0 -30.0% $52.29 +35.8%
180 TOST TOAST INC Technology 13.0 $345.0 -7.0 -35.0% $26.54 +2.0%
Page 9 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%