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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 43 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 LINE LINEAGE INC Real Estate 8.0 $263.0 NEW $32.88 +33.8%
842 LAZ LAZARD INC Financial Services 6.0 $255.0 -1.0 -14.3% $42.50 -5.6%
843 RGLD ROYAL GOLD INC Basic Materials 1.0 $255.0 $255.00 -18.5%
844 STAG STAG INDUSTRIAL INC Real Estate 7.0 $253.0 +3.0 +75.0% $36.14 +9.1%
845 MILLROSE PPTYS INC 9.0 $252.0 $28.00
846 HQY HEALTHEQUITY INC Healthcare 3.0 $251.0 +1.0 +50.0% $83.67 +5.7%
847 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1.0 $251.0 -1.0 -50.0% $251.00 +39.8%
848 LECO LINCOLN ELEC HLDGS INC Industrials 1.0 $250.0 $250.00 +6.6%
849 HUBS HUBSPOT INC Technology 1.0 $245.0 -1.0 -50.0% $245.00 -24.3%
850 MAA MID-AMER APT CMNTYS INC Real Estate 2.0 $245.0 NEW $122.50 +14.9%
851 MDB MONGODB INC Technology 1.0 $245.0 -1.0 -50.0% $245.00 +28.2%
852 ARMK ARAMARK Industrials 6.0 $244.0 $40.67 +37.9%
853 ELF E L F BEAUTY INC Consumer Defensive 4.0 $243.0 $60.75 +11.0%
854 ESS ESSEX PPTY TR INC Real Estate 1.0 $242.0 NEW $242.00 +22.0%
855 COHR COHERENT CORP Technology 1.0 $239.0 -1.0 -50.0% $239.00 +59.2%
856 KD KYNDRYL HLDGS INC Technology 18.0 $237.0 +3.0 +20.0% $13.17 -14.0%
857 RGEN REPLIGEN CORP Healthcare 2.0 $236.0 +1.0 +100.0% $118.00 +24.6%
858 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2.0 $235.0 $117.50 +2.0%
859 FERG FERGUSON ENTERPRISES INC Industrials 1.0 $234.0 -1.0 -50.0% $234.00 +2.0%
860 INGR INGREDION INC Consumer Defensive 2.0 $226.0 -1.0 -33.3% $113.00 -13.7%
Page 43 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%