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Portfolio (Quarterly) Guide ↗

Quotient Wealth Partners, LLC

· CIK 0002004904
13F Portfolio $4.2B AUM 409 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 196 Added 140 Reduced 21 Exited
Page 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WELL WELLTOWER INC Real Estate 2,887.0 $655K 0.01% +208.0 +7.8% $226.96 +6.3%
102 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,915.0 $653K 0.01% +478.0 +19.6% $223.95 +26.3%
103 VRT VERTIV HOLDINGS CO Industrials 1,926.0 $645K 0.01% +113.0 +6.2% $334.91 -23.6%
104 USB US BANCORP DEL Financial Services 10,577.0 $639K 0.01% +3K +41.3% $60.40 +3.3%
105 MGK VANGUARD WORLD FD 7,131.0 $627K 0.01% +6K +400.1% $87.91 +1.1%
106 BA BOEING CO Industrials 2,889.0 $625K 0.01% +27.0 +0.9% $216.48 -2.5%
107 GLW CORNING INC Technology 2,430.0 $621K 0.01% +324.0 +15.4% $255.42 -42.4%
108 HWM HOWMET AEROSPACE INC Industrials 2,277.0 $612K 0.01% +151.0 +7.1% $268.82 -1.8%
109 BK BANK NEW YORK MELLON CORP Financial Services 4,213.0 $609K 0.01% +482.0 +12.9% $144.61 -1.9%
110 FDX FEDEX CORP Industrials 1,936.0 $606K 0.01% +466.0 +31.7% $313.07 +6.6%
111 IJS ISHARES TR 4,393.0 $600K 0.01% +76.0 +1.8% $136.69 +0.8%
112 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,296.0 $593K 0.01% +97.0 +0.9% $57.62 +17.9%
113 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,426.0 $592K 0.01% +314.0 +5.1% $92.09 -1.9%
114 MO ALTRIA GROUP INC Consumer Defensive 7,828.0 $563K 0.01% +658.0 +9.2% $71.95 -5.4%
115 OTIS OTIS WORLDWIDE CORP Industrials 7,788.0 $558K 0.01% +1K +20.8% $71.60 -0.2%
116 DUK DUKE ENERGY CORP NEW Utilities 4,371.0 $553K 0.01% +498.0 +12.9% $126.59 -4.0%
117 NEM NEWMONT CORP Basic Materials 5,769.0 $539K 0.01% +110.0 +1.9% $93.39 +44.7%
118 CB CHUBB LIMITED Financial Services 1,573.0 $536K 0.01% +157.0 +11.1% $340.79 +0.7%
119 CSGP COSTAR GROUP INC Real Estate 18,821.0 $533K 0.01% +697.0 +3.9% $28.32 +15.9%
120 PLD PROLOGIS INC. Real Estate 3,933.0 $533K 0.01% +403.0 +11.4% $135.46 +5.8%
Page 6 of 10  ·  196 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 37.6%
Financial Services 11.5%
Industrials 9.7%
Energy 8.5%
Consumer Cyclical 8.2%
Healthcare 7.1%
Communication Services 6.9%
Consumer Defensive 5.2%
Utilities 2.5%
Basic Materials 1.4%