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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 39 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ATR APTARGROUP INC Healthcare 3.0 $379.0 NEW $126.33 -0.3%
762 ROKU ROKU INC Communication Services 4.0 $379.0 $94.75 +42.9%
763 ADC AGREE RLTY CORP Real Estate 5.0 $377.0 $75.40 +2.2%
764 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 6.0 $375.0 +2.0 +50.0% $62.50 +2.8%
765 RRX REGAL REXNORD CORPORATION Industrials 2.0 $375.0 $187.50 +17.2%
766 SWKS SKYWORKS SOLUTIONS INC Technology 7.0 $375.0 -9.0 -56.2% $53.57 +26.9%
767 FOR FORESTAR GROUP INC Real Estate 15.0 $367.0 $24.47 +30.5%
768 TECH BIO-TECHNE CORP Healthcare 7.0 $366.0 -3.0 -30.0% $52.29 +35.8%
769 UGI UGI CORP NEW Utilities 10.0 $365.0 $36.50 -2.9%
770 VNO VORNADO RLTY TR Real Estate 14.0 $364.0 NEW $26.00 +50.4%
771 WSO WATSCO INC Industrials 1.0 $364.0 $364.00 +12.8%
772 NXST NEXSTAR MEDIA GROUP INC Communication Services 2.0 $362.0 $181.00 -9.4%
773 EFX EQUIFAX INC Industrials 2.0 $361.0 +1.0 +100.0% $180.50 -12.2%
774 ALB ALBEMARLE CORP Basic Materials 2.0 $360.0 $180.00 -25.7%
775 UPST UPSTART HLDGS INC Financial Services 14.0 $360.0 NEW $25.71 +30.9%
776 ROK ROCKWELL AUTOMATION INC Industrials 1.0 $359.0 NEW $359.00 +32.8%
777 NOV NOV INC Energy 19.0 $358.0 $18.84 -1.0%
778 UHS UNIVERSAL HLTH SVCS INC Healthcare 2.0 $358.0 NEW $179.00 -18.6%
779 WWD WOODWARD INC Industrials 1.0 $358.0 NEW $358.00 +20.6%
780 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7.0 $356.0 +2.0 +40.0% $50.86 +17.2%
Page 39 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%