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Portfolio (Quarterly) Guide ↗

Marion Wealth Management

· CIK 0001911097
13F Portfolio $450M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMC VULCAN MATLS CO Basic Materials 5,801.0 $1.7M 0.39% NEW $300.08 +0.9%
62 COP CONOCOPHILLIPS Energy 17,358.0 $1.7M 0.38% NEW $98.35 +9.5%
63 GOOG ALPHABET INC Communication Services 4,980.0 $1.6M 0.36% NEW $328.43 +11.9%
64 PNC PNC FINL SVCS GROUP INC Financial Services 7,425.0 $1.6M 0.36% NEW $219.38 +5.8%
65 EOG EOG RES INC Energy 14,464.0 $1.6M 0.35% NEW $108.33 +20.0%
66 VGLT VANGUARD SCOTTSDALE FDS 26,995.0 $1.5M 0.34% NEW $56.11 -1.4%
67 UNP UNION PAC CORP Industrials 6,577.0 $1.5M 0.34% NEW $229.63 +11.9%
68 LIN LINDE PLC Basic Materials 3,234.0 $1.5M 0.33% NEW $451.59 +13.4%
69 IVV ISHARES TR 2,068.0 $1.4M 0.32% NEW $692.24 +8.4%
70 FLXS FLEXSTEEL INDS INC Consumer Cyclical 34,525.0 $1.4M 0.32% NEW $41.17 +57.5%
71 JMUB J P MORGAN EXCHANGE TRADED F 27,860.0 $1.4M 0.31% NEW $50.72 -0.5%
72 VUG VANGUARD INDEX FDS 2,733.0 $1.3M 0.29% NEW $483.50 -82.0%
73 SPY SPDR S&P 500 ETF TR Financial Services 1,768.0 $1.2M 0.27% NEW $689.31 +8.3%
74 AVGO BROADCOM INC Technology 3,760.0 $1.2M 0.27% NEW $320.06 +28.5%
75 AEP AMERICAN ELEC PWR CO INC Utilities 10,190.0 $1.2M 0.26% NEW $116.63 +9.5%
76 CAT CATERPILLAR INC Industrials 1,842.0 $1.2M 0.26% NEW $626.50 +57.4%
77 AMT AMERICAN TOWER CORP NEW Real Estate 6,241.0 $1.1M 0.25% NEW $178.76 -1.5%
78 EQIX EQUINIX INC Real Estate 1,321.0 $1.0M 0.23% NEW $791.43 +38.0%
79 JEPI J P MORGAN EXCHANGE TRADED F 17,198.0 $1.0M 0.22% NEW $58.38 -3.9%
80 VBR VANGUARD INDEX FDS 4,261.0 $956K 0.21% NEW $224.43 +6.2%
Page 4 of 8  ·  144 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 26.5%
Financial Services 24.3%
Communication Services 10.3%
Industrials 8.8%
Consumer Cyclical 8.0%
Healthcare 6.7%
Energy 4.5%
Consumer Defensive 4.4%
Utilities 2.7%
Basic Materials 2.3%