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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 42 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 KIM KIMCO REALTY CORP Real Estate 13.0 $293.0 -1.0 -7.1% $22.54 +14.9%
822 EHC ENCOMPASS HEALTH CORP Healthcare 3.0 $291.0 $97.00 +4.5%
823 WTS WATTS WATER TECHNOLOGIES INC Industrials 1.0 $291.0 $291.00 +23.5%
824 FFIV F5 INC Technology 1.0 $290.0 $290.00 +36.0%
825 H HYATT HOTELS CORP Consumer Cyclical 2.0 $288.0 $144.00 +37.3%
826 HRB BLOCK H & R INC Consumer Cyclical 9.0 $286.0 +2.0 +28.6% $31.78 +17.1%
827 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 19.0 $286.0 -1.0 -5.0% $15.05 +3.8%
828 AYI ACUITY INC Industrials 1.0 $281.0 $281.00 +29.0%
829 TTC TORO CO Industrials 3.0 $281.0 $93.67 +3.4%
830 GL GLOBE LIFE INC Financial Services 2.0 $279.0 $139.50 +28.5%
831 APTIV PLC 4.0 $278.0 $69.50
832 ROIV ROIVANT SCIENCES LTD Healthcare 10.0 $277.0 $27.70 +23.0%
833 PINS PINTEREST INC Communication Services 15.0 $276.0 +4.0 +36.4% $18.40 +13.2%
834 WMS ADVANCED DRAIN SYS INC DEL Industrials 2.0 $275.0 $137.50 +12.4%
835 AFRM AFFIRM HLDGS INC Technology 6.0 $275.0 $45.83 +73.4%
836 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 7.0 $273.0 +5.0 +250.0% $39.00 +17.8%
837 WHR WHIRLPOOL CORP Consumer Cyclical 5.0 $270.0 NEW $54.00 -27.8%
838 LH LABCORP HOLDINGS INC Healthcare 1.0 $267.0 $267.00 +1.7%
839 MOH MOLINA HEALTHCARE INC Healthcare 2.0 $267.0 +1.0 +100.0% $133.50 +72.1%
840 EXR EXTRA SPACE STORAGE INC Real Estate 2.0 $263.0 $131.50 +13.5%
Page 42 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%