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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 9 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VLO VALERO ENERGY CORP Energy 2,183.0 $569K 0.09% +99.0 +4.8% $260.46 +33.9%
162 PHM PULTE GROUP INC Consumer Cyclical 4,111.0 $564K 0.09% -152.0 -3.6% $137.21 -6.0%
163 MCK MCKESSON CORP Healthcare 739.0 $559K 0.09% $756.33 +13.6%
164 SWKS SKYWORKS SOLUTIONS INC Technology 8,113.0 $550K 0.09% +270.0 +3.4% $67.80 -1.0%
165 DFUS DIMENSIONAL ETF TRUST 6,631.0 $543K 0.09% -2K -22.8% $81.94 +2.1%
166 GD GENERAL DYNAMICS CORP Industrials 1,519.0 $538K 0.09% -28.0 -1.8% $354.35 +8.5%
167 SYY SYSCO CORP Consumer Defensive 6,420.0 $537K 0.09% -601.0 -8.6% $83.58 +0.6%
168 COP CONOCOPHILLIPS Energy 5,131.0 $533K 0.08% +134.0 +2.7% $103.95 +29.7%
169 VICI VICI PPTYS INC Real Estate 20,067.0 $533K 0.08% -186.0 -0.9% $26.55 -0.2%
170 IWS ISHARES TR 3,139.0 $517K 0.08% -205.0 -6.1% $164.57 +4.5%
171 PLTR PALANTIR TECHNOLOGIES INC Technology 4,419.0 $515K 0.08% -362.0 -7.6% $116.65 +54.3%
172 CENCORA INC 1,816.0 $514K 0.08% -105.0 -5.5% $282.99
173 OUTFRONT MEDIA INC 15,219.0 $499K 0.08% NEW $32.76
174 MRVL MARVELL TECHNOLOGY INC Technology 1,665.0 $496K 0.08% NEW $297.91 -20.4%
175 ES EVERSOURCE ENERGY Utilities 6,845.0 $495K 0.08% -372.0 -5.2% $72.28 -2.9%
176 BDX BECTON DICKINSON & CO Healthcare 3,221.0 $487K 0.08% -411.0 -11.3% $151.32 +26.9%
177 GLW CORNING INC Technology 1,880.0 $480K 0.08% +297.0 +18.8% $255.44 -41.4%
178 HONEYWELL INTL INC 2,126.0 $476K 0.07% NEW $223.87
179 HONEYWELL AEROSPACE INC 2,121.0 $469K 0.07% NEW $221.05
180 GM GENERAL MTRS CO Consumer Cyclical 6,074.0 $468K 0.07% +43.0 +0.7% $77.08 +14.1%
Page 9 of 15  ·  289 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%