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Portfolio (Quarterly) Guide ↗

Quaker Wealth Management, LLC

· CIK 0001733472
13F Portfolio $316M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 967 New
Page 25 of 49  ·  967 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EQIX EQUINIX INC Real Estate 2.0 $2K NEW $766.50 +42.4%
482 CAVA CAVA GROUP INC Consumer Cyclical 26.0 $2K NEW $58.69 +42.1%
483 SDIV GLOBAL X FDS 63.0 $2K NEW $24.03 +1.5%
484 MRSH MARSH & MCLENNAN COS INC Financial Services 8.0 $1K NEW $185.62 -8.9%
485 CLNE CLEAN ENERGY FUELS CORP Energy 700.0 $1K NEW $2.10 -11.0%
486 GM GENERAL MTRS CO Consumer Cyclical 18.0 $1K NEW $81.33 -4.0%
487 VRT VERTIV HOLDINGS CO Industrials 9.0 $1K NEW $162.11 +87.5%
488 ROST ROSS STORES INC Consumer Cyclical 8.0 $1K NEW $180.25 +18.3%
489 LEN LENNAR CORP Consumer Cyclical 14.0 $1K NEW $102.86 -9.1%
490 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4.0 $1K NEW $350.75 +12.7%
491 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K NEW $1395.00 -9.4%
492 FAST FASTENAL CO Industrials 34.0 $1K NEW $40.15 +17.3%
493 IDXX IDEXX LABS INC Healthcare 2.0 $1K NEW $677.00 -18.5%
494 KMI KINDER MORGAN INC DEL Energy 49.0 $1K NEW $27.51 +20.6%
495 ACGL ARCH CAP GROUP LTD Financial Services 14.0 $1K NEW $95.93 +1.7%
496 NKE NIKE INC Consumer Cyclical 21.0 $1K NEW $63.71 -36.0%
497 AFL AFLAC INC Financial Services 12.0 $1K NEW $110.33 +8.9%
498 NXPI NXP SEMICONDUCTORS N V Technology 6.0 $1K NEW $217.17 +27.6%
499 SHW SHERWIN WILLIAMS CO Basic Materials 4.0 $1K NEW $324.25 +6.1%
500 JKHY HENRY JACK & ASSOC INC Technology 7.0 $1K NEW $182.57 -26.1%
Page 25 of 49  ·  967 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 30.3%
Healthcare 16.3%
Consumer Cyclical 16.1%
Financial Services 12.3%
Industrials 7.6%
Communication Services 7.0%
Consumer Defensive 3.8%
Utilities 2.6%
Energy 2.0%
Basic Materials 1.1%