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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $324M AUM 172 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 85 Added 50 Reduced 8 Exited
Page 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,305.0 $441K 0.14% +87.0 +7.1% $338.27 -4.2%
102 GOOG ALPHABET INC 1,228.0 $434K 0.13% -10.0 -0.8% $353.43
103 XLY SELECT SECTOR SPDR TR 3,688.0 $433K 0.13% -88.0 -2.3% $117.29 -2.3%
104 CALM CAL MAINE FOODS INC Consumer Defensive 5,220.0 $421K 0.13% +104.0 +2.0% $80.56 -1.9%
105 CUBE CUBESMART Real Estate 10,227.0 $407K 0.13% -535.0 -5.0% $39.77 -0.1%
106 VICI VICI PPTYS INC Real Estate 15,282.0 $406K 0.12% -860.0 -5.3% $26.55 -3.8%
107 RIO RIO TINTO PLC Basic Materials 4,257.0 $404K 0.12% $94.92 +7.3%
108 IIM INVESCO VALUE MUN INCOME TR Financial Services 31,067.0 $395K 0.12% +190.0 +0.6% $12.73 -1.2%
109 VUG VANGUARD INDEX FDS 4,545.0 $392K 0.12% +4K +546.5% $86.15 +1.4%
110 C CITIGROUP INC Financial Services 2,764.0 $387K 0.12% +72.0 +2.7% $139.94 -5.3%
111 AVAV AEROVIRONMENT INC Industrials 2,341.0 $386K 0.12% +425.0 +22.2% $165.07 -12.7%
112 STWD STARWOOD PPTY TR INC Real Estate 23,143.0 $379K 0.12% -3K -10.8% $16.38 -5.2%
113 VALE VALE S A Basic Materials 24,979.0 $376K 0.12% +1K +4.6% $15.04 +0.5%
114 TT TRANE TECHNOLOGIES PLC Industrials 760.0 $373K 0.12% $490.86 -10.3%
115 ITOT ISHARES TR 2,242.0 $368K 0.11% +490.0 +28.0% $164.26 +1.4%
116 MRK MERCK & CO INC Healthcare 2,856.0 $367K 0.11% -298.0 -9.4% $128.50 +16.7%
117 FBND FIDELITY MERRIMACK STR TR 7,841.0 $357K 0.11% +515.0 +7.0% $45.49 -1.9%
118 MCK MCKESSON CORP Healthcare 471.0 $356K 0.11% $755.06 +20.1%
119 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,225.0 $340K 0.10% NEW $152.96 -27.0%
120 IYW ISHARES TR 1,344.0 $339K 0.10% -512.0 -27.6% $252.14 -1.7%
Page 6 of 9  ·  172 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
Financial Services 38.2%
Technology 25.3%
Industrials 7.2%
Healthcare 5.6%
Communication Services 5.2%
Consumer Defensive 4.9%
Consumer Cyclical 4.5%
Energy 4.4%
Utilities 2.6%
Real Estate 1.4%