BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $70M AUM 71 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 9 Added 39 Reduced 57 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BE BLOOM ENERGY CORP Industrials 8,166.0 $2.5M 3.53% NEW $302.70 -31.9%
2 USMV ISHARES TR 13,081.0 $1.3M 1.80% NEW $96.46 +5.2%
3 CW CURTISS WRIGHT CORP Industrials 1,661.0 $1.3M 1.79% NEW $757.76 -18.9%
4 CIEN CIENA CORP Technology 2,133.0 $1.0M 1.49% NEW $490.56 -23.7%
5 PL PLANET LABS PBC Industrials 28,097.0 $931K 1.33% NEW $33.13 -34.2%
6 SPACE EXPLORATION TECHN CORP 4,865.0 $831K 1.19% NEW $170.86
7 VSAT VIASAT INC Technology 7,663.0 $688K 0.98% NEW $89.81 -18.5%
8 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,712.0 $571K 0.81% NEW $333.33 -26.6%
9 ACMR ACM RESH INC Technology 4,476.0 $568K 0.81% NEW $126.89 -38.2%
10 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,206.0 $551K 0.79% NEW $45.12 -19.5%
11 UMC UNITED MICROELECTRONICS CORP Technology 18,656.0 $508K 0.72% NEW $27.21 -29.9%
12 ESE ESCO TECHNOLOGIES INC Technology 1,413.0 $495K 0.71% NEW $350.04 -20.9%
13 IONQ IONQ INC Technology 8,454.0 $450K 0.64% NEW $53.26 -22.4%
14 SRRK SCHOLAR ROCK HLDG CORP Healthcare 8,116.0 $446K 0.64% NEW $55.00 +5.6%
15 UBSI UNITED BANKSHARES INC WEST V Financial Services 9,273.0 $425K 0.61% NEW $45.83 +4.7%
16 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 13,809.0 $417K 0.59% NEW $30.18 -1.6%
17 MSM MSC INDL DIRECT INC Industrials 3,274.0 $389K 0.56% NEW $118.95 -0.1%
18 KGS KODIAK GAS SVCS INC Energy 4,958.0 $372K 0.53% NEW $75.13 -20.0%
19 AVT AVNET INC Technology 4,029.0 $358K 0.51% NEW $88.82 -2.9%
20 ENLIGHT RENEWABLE ENERGY LTD 3,837.0 $339K 0.48% NEW $88.29
Page 1 of 2  ·  23 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 44.5%
Industrials 14.9%
Communication Services 12.2%
Consumer Cyclical 11.0%
Financial Services 7.6%
Healthcare 3.1%
Energy 2.6%
Consumer Defensive 2.3%
Basic Materials 1.9%