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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 20 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DUK DUKE ENERGY CORP NEW Utilities 22.0 $3K 0.00% -20.0 -47.6% $130.95 -2.0%
382 CCL CARNIVAL CORP Consumer Cyclical 109.0 $3K 0.00% $25.88 +12.3%
383 NEBIUS GROUP N.V. 27.0 $3K 0.00% NEW $103.78
384 PGR PROGRESSIVE CORP Financial Services 14.0 $3K 0.00% +2.0 +16.7% $198.29 +13.1%
385 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 30.0 $3K 0.00% -3.0 -9.1% $92.33 -3.0%
386 MKSI MKS INC. Technology 12.0 $3K 0.00% $229.83 +69.1%
387 FIX COMFORT SYS USA INC Industrials 2.0 $3K 0.00% $1379.00 +34.5%
388 PWR QUANTA SVCS INC Industrials 5.0 $3K 0.00% $549.20 +25.2%
389 CMI CUMMINS INC Industrials 5.0 $3K 0.00% -7.0 -58.3% $538.20 +27.4%
390 CME CME GROUP INC Financial Services 9.0 $3K 0.00% $295.44 -25.2%
391 CPB THE CAMPBELLS COMPANY Consumer Defensive 119.0 $3K 0.00% +15.0 +14.4% $22.28 +2.0%
392 GDDY GODADDY INC Technology 32.0 $3K 0.00% +3.0 +10.3% $82.69 +2.3%
393 MRSH MARSH & MCLENNAN COS INC Financial Services 15.0 $3K 0.00% +7.0 +87.5% $173.47 -2.6%
394 TT TRANE TECHNOLOGIES PLC Industrials 6.0 $3K 0.00% $416.83 +14.6%
395 BLUEROCK PVT REAL ESTATE FD 150.0 $2K 0.00% $16.61
396 MPC MARATHON PETE CORP Energy 10.0 $2K 0.00% -1.0 -9.1% $244.20 +4.0%
397 ADP AUTOMATIC DATA PROCESSING IN Industrials 12.0 $2K 0.00% +3.0 +33.3% $203.25 +10.0%
398 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8.0 $2K 0.00% +1.0 +14.3% $304.12 +9.4%
399 SOUN SOUNDHOUND AI INC Technology 353.0 $2K 0.00% $6.87 -6.7%
400 LMT LOCKHEED MARTIN CORP Industrials 4.0 $2K 0.00% $604.50 -16.1%
Page 20 of 49  ·  972 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%