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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ITW ILLINOIS TOOL WKS INC Industrials 1,190.0 $322K 0.01% -7.0 -0.6% $270.41 +4.2%
102 VNQ VANGUARD INDEX FDS 3,335.0 $322K 0.01% -259.0 -7.2% $96.43 +2.9%
103 ITA ISHARES TR 1,311.0 $318K 0.01% -67.0 -4.9% $242.42 -3.3%
104 TEL TE CONNECTIVITY PLC Technology 1,566.0 $316K 0.01% -267.0 -14.6% $201.55 -0.1%
105 VONG VANGUARD SCOTTSDALE FDS 2,444.0 $312K 0.01% -138.0 -5.3% $127.81 -1.9%
106 NOC NORTHROP GRUMMAN CORP Industrials 613.0 $312K 0.01% -12.0 -1.9% $509.47 +6.5%
107 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,427.0 $309K 0.01% -12.0 -0.8% $216.60 -8.4%
108 ECL ECOLAB INC Basic Materials 1,093.0 $305K 0.01% -51.0 -4.5% $278.71 +3.9%
109 SHW SHERWIN WILLIAMS CO Basic Materials 874.0 $301K 0.01% -102.0 -10.4% $344.25 +1.8%
110 VMC VULCAN MATLS CO Basic Materials 978.0 $288K 0.01% -17.0 -1.7% $294.97 -7.1%
111 CTAS CINTAS CORP Industrials 1,682.0 $286K 0.01% -101.0 -5.7% $170.07 +20.4%
112 NDAQ NASDAQ INC Financial Services 3,608.0 $284K 0.01% -523.0 -12.7% $78.81 +25.3%
113 ALB ALBEMARLE CORP Basic Materials 2,089.0 $282K 0.01% -78.0 -3.6% $135.02 -1.4%
114 MELI MERCADOLIBRE INC Consumer Cyclical 166.0 $282K 0.01% -54.0 -24.6% $1696.47 +17.7%
115 AZO AUTOZONE INC Consumer Cyclical 88.0 $281K 0.01% -4.0 -4.3% $3197.76 -5.3%
116 F FORD MTR CO Consumer Cyclical 20,241.0 $281K 0.01% -637.0 -3.0% $13.90 +0.4%
117 SNOW SNOWFLAKE INC Technology 1,074.0 $273K 0.01% -648.0 -37.6% $254.59 +24.5%
118 XLV SELECT SECTOR SPDR TR 1,693.0 $269K 0.01% -676.0 -28.5% $158.69 +10.5%
119 SHM SPDR SER TR 5,581.0 $268K 0.01% -494.0 -8.1% $47.97 -0.4%
120 CEG CONSTELLATION ENERGY CORP Utilities 1,069.0 $265K 0.01% -57.0 -5.1% $248.33 +12.1%
Page 6 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%