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Portfolio (Quarterly) Guide ↗

Kaydan Wealth Management, Inc.

· CIK 0001964532
13F Portfolio $328M AUM 115 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 38 Added 31 Reduced 3 Exited
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 339.0 $398K 0.12% -56.0 -14.2% $1174.86 -23.5%
82 EFA ISHARES TR 3,665.0 $381K 0.12% -113.0 -3.0% $103.88 +3.4%
83 MRK MERCK & CO INC Healthcare 2,925.0 $376K 0.12% $128.50 +15.0%
84 IAU ISHARES GOLD TR Financial Services 4,976.0 $376K 0.12% -173K -97.2% $75.51 +10.9%
85 RTX RTX CORPORATION Industrials 1,927.0 $366K 0.11% NEW $189.73 +9.5%
86 GOOGL ALPHABET INC Communication Services 1,010.0 $361K 0.11% +6.0 +0.6% $357.37 -5.0%
87 PG PROCTER & GAMBLE CO Consumer Defensive 2,408.0 $353K 0.11% +343.0 +16.6% $146.64 -1.0%
88 LMT LOCKHEED MARTIN CORP Industrials 685.0 $349K 0.11% +26.0 +4.0% $509.46 +10.2%
89 MA MASTERCARD INCORPORATED Financial Services 678.0 $348K 0.11% -9.0 -1.3% $513.60 +14.7%
90 AMZN AMAZON COM INC Consumer Cyclical 1,458.0 $348K 0.11% -101.0 -6.5% $238.34 +9.0%
91 SMH VANECK ETF TRUST 502.0 $329K 0.10% -50.0 -9.1% $655.89 -15.2%
92 BERKSHIRE HATHAWAY INC DEL 653.0 $327K 0.10% $500.39
93 RZG INVESCO EXCHANGE TRADED FD T 4,445.0 $323K 0.10% $72.69 -8.4%
94 ILCG ISHARES TR 2,750.0 $322K 0.10% $117.02 -1.7%
95 CNI CANADIAN NATL RY CO Industrials 2,592.0 $309K 0.09% $119.24 +4.6%
96 AFL AFLAC INC Financial Services 2,606.0 $306K 0.09% $117.23 -1.2%
97 CTAS CINTAS CORP Industrials 1,796.0 $305K 0.09% $170.08 +18.6%
98 ETN EATON CORP PLC Industrials 711.0 $303K 0.09% -15.0 -2.1% $426.12 -5.7%
99 ABBV ABBVIE INC Healthcare 1,177.0 $296K 0.09% -85.0 -6.7% $251.75 +1.9%
100 QQQE DIREXION SHARES ETF TRUST 2,394.0 $292K 0.09% $122.01 -0.1%
Page 5 of 6  ·  115 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 33.5%
Industrials 19.6%
Technology 18.7%
Healthcare 9.6%
Consumer Cyclical 6.9%
Consumer Defensive 5.0%
Utilities 3.0%
Communication Services 2.0%
Energy 1.7%