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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 28 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AWK AMERICAN WTR WKS CO INC NEW Utilities 7.0 $953.0 $136.14 -2.5%
542 TPL TEXAS PACIFIC LAND CORPORATI Energy 2.0 $950.0 NEW $475.00 -16.7%
543 PCG PG&E CORP Utilities 54.0 $949.0 +4.0 +8.0% $17.57 -1.1%
544 VRSK VERISK ANALYTICS INC Industrials 5.0 $949.0 +4.0 +400.0% $189.80 -4.0%
545 CVNA CARVANA CO Consumer Cyclical 3.0 $944.0 +1.0 +50.0% $314.67 -80.2%
546 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 13.0 $944.0 $72.62 +5.1%
547 DCI DONALDSON INC Industrials 11.0 $934.0 $84.91 +4.3%
548 NI NISOURCE INC Utilities 20.0 $934.0 $46.70 +5.1%
549 SONY SONY GROUP CORP Technology 45.0 $932.0 -198.0 -81.5% $20.71 -4.8%
550 LII LENNOX INTL INC Industrials 2.0 $929.0 +1.0 +100.0% $464.50 +21.4%
551 EXPE EXPEDIA GROUP INC Consumer Cyclical 4.0 $924.0 +2.0 +100.0% $231.00 +13.8%
552 WSM WILLIAMS SONOMA INC Consumer Cyclical 5.0 $912.0 -12.0 -70.6% $182.40 +31.1%
553 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 10.0 $905.0 +6.0 +150.0% $90.50 +2.9%
554 GWRE GUIDEWIRE SOFTWARE INC Technology 6.0 $898.0 +3.0 +100.0% $149.67 -18.8%
555 HBAN HUNTINGTON BANCSHARES INC Financial Services 57.0 $893.0 $15.67 +13.6%
556 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4.0 $889.0 $222.25 +66.1%
557 STT STATE STR CORP Financial Services 7.0 $886.0 +2.0 +40.0% $126.57 +32.8%
558 SCHV SCHWAB STRATEGIC TR 29.0 $885.0 $30.52 +13.1%
559 HST HOST HOTELS & RESORTS INC Real Estate 46.0 $882.0 +4.0 +9.5% $19.17 +30.7%
560 AEE AMEREN CORP Utilities 8.0 $880.0 +2.0 +33.3% $110.00 +7.6%
Page 28 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%