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Portfolio (Quarterly) Guide ↗

Whelan Financial

· CIK 0001894921
13F Portfolio $322M AUM 88 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 51 Added 14 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 356,093.0 $21.2M 6.58% NEW $59.55 -0.7%
2 GLW CORNING INC Technology 2,030.0 $276K 0.09% NEW $135.94 +64.0%
3 IVLU ISHARES TR 6,433.0 $255K 0.08% NEW $39.68 +4.9%
4 AMGN AMGEN INC Healthcare 617.0 $217K 0.07% NEW $351.79 +1.9%
5 CAT CATERPILLAR INC Industrials 298.0 $211K 0.07% NEW $708.46 +40.8%
6 VRT VERTIV HOLDINGS CO Industrials 813.0 $204K 0.06% NEW $250.62 +21.3%

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 44.0%
Financial Services 16.6%
Communication Services 14.0%
Consumer Cyclical 12.7%
Consumer Defensive 5.6%
Healthcare 2.6%
Energy 2.2%
Industrials 2.0%
Utilities 0.4%