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Portfolio (Quarterly) Guide ↗

Drucker Wealth 3.0, LLC

· CIK 0002031642
13F Portfolio $632M AUM 569 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 109 Added 107 Reduced 20 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 37,848.0 $3.1M 0.49% +711.0 +1.9% $81.27 +12.1%
22 CMI CUMMINS INC Industrials 4,199.0 $3.0M 0.47% +22.0 +0.5% $713.32 -17.6%
23 AVGO BROADCOM INC Technology 7,739.0 $2.9M 0.46% +591.0 +8.3% $377.71 -2.5%
24 SPTL SPDR SERIES TRUST 109,507.0 $2.9M 0.45% +24K +28.1% $26.23 -4.3%
25 TSLA TESLA INC Consumer Cyclical 6,577.0 $2.8M 0.44% +72.0 +1.1% $420.63 -13.7%
26 PG PROCTER & GAMBLE CO Consumer Defensive 17,809.0 $2.6M 0.41% +532.0 +3.1% $146.64 -1.3%
27 GRMN GARMIN LTD Technology 10,221.0 $2.4M 0.38% +117.0 +1.2% $237.54 +24.1%
28 MO ALTRIA GROUP INC Consumer Defensive 33,255.0 $2.4M 0.38% +2K +6.3% $71.95 -8.1%
29 FDS FACTSET RESH SYS INC Financial Services 8,519.0 $2.0M 0.31% +2K +32.6% $230.09 +30.3%
30 PSA PUBLIC STORAGE Real Estate 5,943.0 $1.9M 0.30% +199.0 +3.5% $318.27 +1.3%
31 QCOM QUALCOMM INC Technology 10,135.0 $1.9M 0.30% +810.0 +8.7% $184.79 -13.0%
32 SPSB SPDR SERIES TRUST 61,417.0 $1.8M 0.29% +9K +17.0% $30.01 -0.2%
33 EMR EMERSON ELEC CO Industrials 12,612.0 $1.8M 0.29% +132.0 +1.1% $143.15 +9.8%
34 LLY ELI LILLY & CO Healthcare 1,413.0 $1.7M 0.27% +83.0 +6.2% $1199.25 +4.6%
35 DTM DT MIDSTREAM INC Energy 10,940.0 $1.6M 0.25% +316.0 +3.0% $146.75 -13.6%
36 MU MICRON TECHNOLOGY INC Technology 1,367.0 $1.6M 0.25% +204.0 +17.5% $1154.73 -16.3%
37 NYF ISHARES TR 27,625.0 $1.5M 0.23% +2K +7.5% $53.91 -2.1%
38 PNC PNC FINL SVCS GROUP INC Financial Services 5,981.0 $1.5M 0.23% +185.0 +3.2% $246.21 -1.3%
39 PAYX PAYCHEX INC Industrials 14,677.0 $1.4M 0.23% +2K +18.4% $98.33 +26.6%
40 JAAA JANUS DETROIT STR TR 28,494.0 $1.4M 0.23% +7K +31.5% $50.49 +0.4%
Page 2 of 6  ·  109 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 29.6%
Financial Services 21.5%
Consumer Cyclical 7.8%
Healthcare 7.7%
Industrials 7.2%
Energy 6.8%
Consumer Defensive 6.3%
Communication Services 5.4%
Utilities 3.2%
Real Estate 2.6%