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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $451M AUM 146 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 59 Added 44 Reduced 8 Exited
Page 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DGX QUEST DIAGNOSTICS INC Healthcare 13,943.0 $2.7M 0.60% +443.0 +3.3% $195.98 -0.5%
42 MCK MCKESSON CORP Healthcare 3,114.0 $2.7M 0.60% -111.0 -3.4% $865.37 -13.3%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,651.0 $2.6M 0.58% +95.0 +3.7% $996.36 -4.5%
44 PWR QUANTA SVCS INC Industrials 4,781.0 $2.6M 0.58% -842.0 -15.0% $549.03 +27.9%
45 BLK BLACKROCK INC Financial Services 2,708.0 $2.6M 0.58% +233.0 +9.4% $961.64 +9.2%
46 PSX PHILLIPS 66 Energy 13,725.0 $2.5M 0.55% -734.0 -5.1% $182.18 -8.8%
47 HD HOME DEPOT INC Consumer Cyclical 7,445.0 $2.4M 0.54% +495.0 +7.1% $328.87 +1.6%
48 XLE SELECT SECTOR SPDR TR 39,467.0 $2.4M 0.54% -352.0 -0.9% $61.26 -12.2%
49 TMUS T-MOBILE US INC Communication Services 11,505.0 $2.4M 0.54% +1K +11.4% $210.03 -13.5%
50 BX BLACKSTONE INC Financial Services 20,865.0 $2.4M 0.53% +5K +27.5% $114.99 +7.7%
51 COP CONOCOPHILLIPS Energy 17,437.0 $2.3M 0.51% $132.00 -18.4%
52 EOG EOG RES INC Energy 15,253.0 $2.2M 0.49% +789.0 +5.5% $144.57 -10.1%
53 DE DEERE & CO Industrials 3,842.0 $2.2M 0.48% -68.0 -1.7% $563.36 +4.6%
54 KO COCA COLA CO Consumer Defensive 26,298.0 $2.0M 0.44% +1K +5.9% $76.05 +4.4%
55 PG PROCTER & GAMBLE CO Consumer Defensive 13,708.0 $2.0M 0.44% +1K +8.4% $144.44 +4.1%
56 NOC NORTHROP GRUMMAN CORP Industrials 2,846.0 $1.9M 0.43% -197.0 -6.5% $682.13 -23.5%
57 XLI SELECT SECTOR SPDR TR 11,941.0 $1.9M 0.43% -221.0 -1.8% $161.74 +11.9%
58 NEE NEXTERA ENERGY INC Utilities 20,539.0 $1.9M 0.42% -562.0 -2.7% $92.88 -6.6%
59 IGLD FIRST TR EXCHANGE-TRADED FD 73,773.0 $1.9M 0.42% -2K -3.0% $25.53 -13.5%
60 ORCL ORACLE CORP Technology 12,701.0 $1.9M 0.41% $147.11 +25.3%
Page 3 of 8  ·  146 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 25.7%
Financial Services 24.9%
Communication Services 9.7%
Industrials 8.5%
Consumer Cyclical 7.5%
Healthcare 6.7%
Energy 5.5%
Consumer Defensive 4.8%
Utilities 2.9%
Basic Materials 2.2%