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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,369.0 $435K 0.01% -18.0 -1.3% $317.51 -8.3%
82 QUAL ISHARES TR 1,980.0 $434K 0.01% -585.0 -22.8% $219.38 +1.9%
83 IYK ISHARES TR 5,915.0 $430K 0.01% -164.0 -2.7% $72.66 +4.4%
84 IXUS ISHARES TR 4,363.0 $416K 0.01% -1K -22.5% $95.44 +2.9%
85 CMCSA COMCAST CORP NEW Communication Services 16,142.0 $396K 0.01% -3K -16.4% $24.55 +10.1%
86 FCX FREEPORT-MCMORAN INC Basic Materials 6,274.0 $395K 0.01% -1K -16.2% $62.89 +25.0%
87 PGR PROGRESSIVE CORP Financial Services 1,795.0 $392K 0.01% -196.0 -9.8% $218.45 +1.8%
88 HCA HCA HEALTHCARE INC Healthcare 995.0 $388K 0.01% -48.0 -4.6% $389.97 +9.8%
89 WBD WARNER BROS DISCOVERY INC Communication Services 14,081.0 $375K 0.01% -2K -13.0% $26.66 +8.0%
90 SHEL SHELL PLC Energy 4,771.0 $370K 0.01% -405.0 -7.8% $77.53 +18.4%
91 CME CME GROUP INC Financial Services 1,642.0 $363K 0.01% -46.0 -2.7% $220.77 +26.7%
92 JCI JOHNSON CTLS INTL PLC Industrials 2,464.0 $360K 0.01% -54.0 -2.1% $146.11 -1.2%
93 MTB M & T BK CORP Financial Services 1,483.0 $353K 0.01% -13.0 -0.9% $238.02 +1.5%
94 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,861.0 $351K 0.01% -286.0 -13.3% $188.38 -18.9%
95 MCK MCKESSON CORP Healthcare 463.0 $350K 0.01% -22.0 -4.5% $755.14 +18.4%
96 CTVA CORTEVA INC Basic Materials 4,101.0 $347K 0.01% -122.0 -2.9% $84.69 -1.7%
97 OKE ONEOK INC NEW Energy 3,910.0 $340K 0.01% -40.0 -1.0% $86.94 +8.8%
98 KR KROGER CO Consumer Defensive 6,071.0 $337K 0.01% -225.0 -3.6% $55.53 +5.5%
99 NOW SERVICENOW INC Technology 3,384.0 $336K 0.01% -239.0 -6.6% $99.28 +25.9%
100 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,112.0 $323K 0.01% -224.0 -16.8% $290.64 -9.8%
Page 5 of 7  ·  140 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%