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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 29 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3.0 $879.0 -1.0 -25.0% $293.00 +34.9%
562 DLTR DOLLAR TREE INC Consumer Defensive 8.0 $877.0 $109.62 +13.0%
563 RVMD REVOLUTION MEDICINES INC Healthcare 9.0 $876.0 -1.0 -10.0% $97.33 +87.1%
564 MCO MOODYS CORP Financial Services 2.0 $873.0 $436.50 +3.1%
565 RJF RAYMOND JAMES FINL INC Financial Services 6.0 $869.0 +2.0 +50.0% $144.83 +3.5%
566 UA UNDER ARMOUR INC Consumer Cyclical 150.0 $869.0 NEW $5.79 +4.4%
567 FDS FACTSET RESH SYS INC Financial Services 4.0 $868.0 +3.0 +300.0% $217.00 +6.8%
568 AA ALCOA CORP Basic Materials 13.0 $863.0 +1.0 +8.3% $66.38 -18.5%
569 KEY KEYCORP Financial Services 43.0 $863.0 +8.0 +22.9% $20.07 +15.9%
570 LOAR LOAR HOLDINGS INC Industrials 15.0 $860.0 NEW $57.33 +38.0%
571 SAP SAP SE Technology 5.0 $857.0 -25.0 -83.3% $171.40 -9.5%
572 JBHT HUNT J B TRANS SVCS INC Industrials 4.0 $848.0 $212.00 +32.2%
573 TREX TREX INC Industrials 23.0 $838.0 +12.0 +109.1% $36.43 +36.5%
574 UFPI UFP INDUSTRIES INC Basic Materials 9.0 $830.0 +5.0 +125.0% $92.22 -0.0%
575 HEI HEICO CORP NEW Industrials 3.0 $823.0 +1.0 +50.0% $274.33 +25.8%
576 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 10.0 $822.0 +8.0 +400.0% $82.20 -14.7%
577 TEAM ATLASSIAN CORPORATION Technology 12.0 $819.0 +8.0 +200.0% $68.25 +15.4%
578 VMC VULCAN MATLS CO Basic Materials 3.0 $817.0 $272.33 +14.3%
579 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 14.0 $816.0 NEW $58.29 +23.2%
580 CCI CROWN CASTLE INC Real Estate 10.0 $814.0 -10.0 -50.0% $81.40 +1.5%
Page 29 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%