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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 9 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CPNG COUPANGINC Consumer Cyclical 20.0 $348.0 -22.0 -52.4% $17.40 -5.5%
162 MRSH MARSH&MCLENNANCOSINC Financial Services 2.0 $334.0 -13.0 -86.7% $167.00 +15.0%
163 HAS HASBROINC Consumer Cyclical 4.0 $331.0 -1.0 -20.0% $82.75 +13.0%
164 SMCI SUPERMICROCOMPUTERINC Technology 11.0 $323.0 -19.0 -63.3% $29.36 +26.8%
165 ALLY ALLYFINLINC Financial Services 7.0 $322.0 -3.0 -30.0% $46.00 -6.7%
166 ARE ALEXANDRIAREALESTATEEQIN Real Estate 6.0 $318.0 -1.0 -14.3% $53.00 +0.9%
167 TOST TOASTINC Technology 11.0 $307.0 -2.0 -15.4% $27.91 +31.3%
168 ALNY ALNYLAMPHARMACEUTICALSINC Healthcare 1.0 $302.0 -1.0 -50.0% $302.00 -21.8%
169 CG CARLYLEGROUPINC Financial Services 7.0 $295.0 -3.0 -30.0% $42.14 +17.1%
170 NRG NRGENERGYINC Utilities 2.0 $293.0 -3.0 -60.0% $146.50 -22.8%
171 FOUR SHIFT4PMTSINC Technology 6.0 $292.0 -1.0 -14.3% $48.67 -1.5%
172 GPN GLOBALPMTSINC Industrials 4.0 $291.0 -4.0 -50.0% $72.75 +28.5%
173 CDW CDWCORP Technology 2.0 $282.0 -2.0 -50.0% $141.00 -2.7%
174 PHM PULTEGROUPINC Consumer Cyclical 2.0 $275.0 -7.0 -77.8% $137.50 -6.2%
175 HRB BLOCKH&RINC Consumer Cyclical 7.0 $267.0 -2.0 -22.2% $38.14 +40.7%
176 HEICOCORPNEW 1.0 $258.0 -1.0 -50.0% $258.00
177 J JACOBSSOLUTIONSINC Industrials 2.0 $252.0 -2.0 -50.0% $126.00 +19.1%
178 SOLV SOLVENTUMCORP Healthcare 3.0 $232.0 -3.0 -50.0% $77.33 +15.8%
179 BMRN BIOMARINPHARMACEUTICALINC Healthcare 4.0 $229.0 -4.0 -50.0% $57.25 +16.5%
180 PTC PTCINC Technology 2.0 $228.0 -2.0 -50.0% $114.00 +35.7%
Page 9 of 11  ·  210 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%