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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 2,989.0 $752K 0.12% +239.0 +8.7% $251.67 +5.3%
62 ROK ROCKWELL AUTOMATION INC Industrials 1,501.0 $743K 0.12% +14.0 +0.9% $495.20 -11.7%
63 UNH UNITEDHEALTH GROUP INC Healthcare 1,725.0 $717K 0.11% +370.0 +27.3% $415.64 -6.1%
64 KLAC KLA CORP Technology 2,202.0 $665K 0.10% +2K +878.7% $301.80 -39.0%
65 IVV ISHARES TR 863.0 $646K 0.10% +349.0 +67.9% $748.83 +2.7%
66 GEV GE VERNOVA INC Utilities 537.0 $631K 0.10% +9.0 +1.7% $1174.30 -18.5%
67 RTX RTX CORPORATION Industrials 3,106.0 $589K 0.09% +116.0 +3.9% $189.72 +10.6%
68 NEM NEWMONT CORP Basic Materials 6,278.0 $586K 0.09% +47.0 +0.8% $93.40 +40.9%
69 VLO VALERO ENERGY CORP Energy 2,183.0 $569K 0.09% +99.0 +4.8% $260.46 +33.9%
70 SWKS SKYWORKS SOLUTIONS INC Technology 8,113.0 $550K 0.09% +270.0 +3.4% $67.80 -1.0%
71 COP CONOCOPHILLIPS Energy 5,131.0 $533K 0.08% +134.0 +2.7% $103.95 +29.7%
72 GLW CORNING INC Technology 1,880.0 $480K 0.08% +297.0 +18.8% $255.44 -41.4%
73 GM GENERAL MTRS CO Consumer Cyclical 6,074.0 $468K 0.07% +43.0 +0.7% $77.08 +14.1%
74 CI THE CIGNA GROUP Healthcare 1,685.0 $465K 0.07% +551.0 +48.6% $275.71 +0.7%
75 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,296.0 $454K 0.07% +36.0 +2.9% $350.10 -9.7%
76 IESC IES HOLDINGS INC Industrials 617.0 $453K 0.07% +76.0 +14.1% $734.66 -6.8%
77 BITB BITWISE BITCOIN ETF TR Financial Services 14,189.0 $452K 0.07% +1K +9.8% $31.86 +31.3%
78 TJX TJX COS INC NEW Consumer Cyclical 2,541.0 $385K 0.06% +183.0 +7.8% $151.54 -7.3%
79 ANET ARISTA NETWORKS INC Technology 2,264.0 $385K 0.06% +21.0 +0.9% $169.89 +11.0%
80 OWL BLUE OWL CAPITAL INC Financial Services 43,748.0 $383K 0.06% +2K +5.2% $8.75 +33.4%
Page 4 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%