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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 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 940.0 $255K 0.04% NEW $271.80 +13.3%
22 DELL DELL TECHNOLOGIES INC Technology 582.0 $251K 0.04% NEW $431.47 +2.4%
23 CDNS CADENCE DESIGN SYSTEM INC Technology 669.0 $251K 0.04% NEW $375.28 -15.0%
24 TRV TRAVELERS COMPANIES INC Financial Services 755.0 $249K 0.04% NEW $330.09 +10.1%
25 BAX BAXTER INTL INC Healthcare 11,374.0 $242K 0.04% NEW $21.32 +23.5%
26 IYW ISHARES TR 921.0 $232K 0.04% NEW $252.40 -2.0%
27 VRT VERTIV HOLDINGS CO Industrials 693.0 $232K 0.04% NEW $334.97 -21.8%
28 CVS CVS HEALTH CORP Healthcare 2,151.0 $223K 0.04% NEW $103.45 -10.1%
29 ETN EATON CORP PLC Industrials 514.0 $219K 0.04% NEW $426.26 -1.7%
30 TMUS T-MOBILE US INC Communication Services 1,301.0 $218K 0.04% NEW $167.82 +9.1%
31 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,930.0 $218K 0.03% NEW $112.76 +18.2%
32 COLB COLUMBIA BKG SYS INC Financial Services 6,767.0 $217K 0.03% NEW $32.05 -3.9%
33 CL COLGATE PALMOLIVE CO Consumer Defensive 2,349.0 $215K 0.03% NEW $91.66 -0.6%
34 ABNB AIRBNB INC Consumer Cyclical 1,504.0 $215K 0.03% NEW $143.08 +30.9%
35 VMI VALMONT INDS INC Industrials 369.0 $213K 0.03% NEW $577.06 -15.8%
36 LNTH LANTHEUS HLDGS INC Healthcare 1,898.0 $211K 0.03% NEW $110.94 -9.9%
37 HWM HOWMET AEROSPACE INC Industrials 780.0 $210K 0.03% NEW $268.88 +1.0%
38 CALM CAL MAINE FOODS INC Consumer Defensive 2,598.0 $209K 0.03% NEW $80.55 +2.8%
39 CWI SPDR INDEX SHS FDS 5,137.0 $209K 0.03% NEW $40.67 +2.1%
40 PAYC PAYCOM SOFTWARE INC Technology 1,621.0 $204K 0.03% NEW $125.64 +82.3%
Page 2 of 3  ·  43 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%