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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APP APPLOVIN CORP Technology 1,022.0 $527K 0.01% +127.0 +14.2% $515.45 -40.1%
122 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,953.0 $526K 0.01% +3K +2536.6% $178.22 +17.2%
123 UNILEVER PLC 8,702.0 $523K 0.01% +1K +20.8% $60.12
124 TRV TRAVELERS COMPANIES INC Financial Services 1,584.0 $523K 0.01% +93.0 +6.2% $330.19 +12.6%
125 VWO VANGUARD INTL EQUITY INDEX F 8,294.0 $495K 0.01% +2K +35.4% $59.69 +1.7%
126 EMR EMERSON ELEC CO Industrials 3,405.0 $487K 0.01% +450.0 +15.2% $143.17 +9.8%
127 FORTINET INC 3,172.0 $487K 0.01% +317.0 +11.1% $153.62
128 ED CONSOLIDATED EDISON INC Utilities 4,281.0 $474K 0.01% +283.0 +7.1% $110.63 -2.3%
129 BX BLACKSTONE INC Financial Services 3,913.0 $460K 0.01% +694.0 +21.6% $117.66 +21.5%
130 AEP AMERICAN ELEC PWR CO INC Utilities 3,348.0 $458K 0.01% +372.0 +12.5% $136.82 -9.8%
131 VOOG VANGUARD ADMIRAL FDS INC 5,488.0 $453K 0.01% +5K +461.1% $82.62 +0.7%
132 URI UNITED RENTALS INC Industrials 399.0 $452K 0.01% +9.0 +2.3% $1132.86 -6.6%
133 KMI KINDER MORGAN INC DEL Energy 14,098.0 $451K 0.01% +2K +12.3% $31.97 +0.4%
134 MRSH MARSH & MCLENNAN COS INC Financial Services 2,673.0 $445K 0.01% +43.0 +1.6% $166.66 +16.7%
135 D DOMINION ENERGY INC Utilities 6,518.0 $445K 0.01% +226.0 +3.6% $68.29 -2.0%
136 ROST ROSS STORES INC Consumer Cyclical 2,083.0 $443K 0.01% +76.0 +3.8% $212.89 +10.2%
137 SPG SIMON PPTY GROUP INC NEW Real Estate 1,929.0 $431K 0.01% +51.0 +2.7% $223.64 -2.5%
138 NVO NOVO-NORDISK A S Healthcare 8,989.0 $431K 0.01% +993.0 +12.4% $47.94 -1.6%
139 BOND PIMCO ETF TR 4,632.0 $427K 0.01% +2K +105.4% $92.21 -1.4%
140 SO SOUTHERN CO Utilities 4,455.0 $426K 0.01% +467.0 +11.7% $95.70 -5.9%
Page 7 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%