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Portfolio (Quarterly) Guide ↗

MOKAN Wealth Management Inc.

· CIK 0002053727
13F Portfolio $262M AUM 95 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 95 New
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 10,399.0 $1.3M 0.50% NEW $126.45 +19.4%
42 ITW ILLINOIS TOOL WKS INC Industrials 4,718.0 $1.3M 0.49% NEW $270.45 -0.1%
43 PEP PEPSICO INC Consumer Defensive 9,407.0 $1.3M 0.49% NEW $135.34 +1.7%
44 AOS SMITH A O CORP Industrials 19,538.0 $1.2M 0.47% NEW $62.72 -3.6%
45 PAYX PAYCHEX INC Industrials 12,441.0 $1.2M 0.47% NEW $98.35 +23.8%
46 TROW PRICE T ROWE GROUP INC Financial Services 10,661.0 $1.2M 0.46% NEW $113.65 -3.4%
47 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,719.0 $1.2M 0.45% NEW $109.84 -4.4%
48 RTX RTX CORPORATION Industrials 5,952.0 $1.1M 0.43% NEW $189.74 +5.8%
49 PGR PROGRESSIVE CORP Financial Services 5,097.0 $1.1M 0.42% NEW $218.29 +0.3%
50 GIS GENERAL MILLS INC Consumer Defensive 30,839.0 $1.1M 0.41% NEW $34.80 +10.0%
51 AVY AVERY DENNISON CORP Industrials 6,576.0 $1.1M 0.41% NEW $162.35 +7.8%
52 KHC KRAFT HEINZ CO Consumer Defensive 44,682.0 $1.1M 0.40% NEW $23.62 +5.2%
53 CL COLGATE PALMOLIVE CO Consumer Defensive 11,505.0 $1.1M 0.40% NEW $91.71 -3.2%
54 MO ALTRIA GROUP INC Consumer Defensive 14,264.0 $1.0M 0.39% NEW $71.94 -4.2%
55 EOG EOG RES INC Energy 7,845.0 $1.0M 0.39% NEW $129.63 +12.0%
56 CMCSA COMCAST CORP NEW Communication Services 41,375.0 $1.0M 0.39% NEW $24.55 +7.9%
57 VICI VICI PPTYS INC Real Estate 36,345.0 $965K 0.37% NEW $26.55 -4.3%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 22,680.0 $960K 0.37% NEW $42.34 +18.4%
59 CF CF INDUSTRIES HOLD Basic Materials 8,361.0 $905K 0.35% NEW $108.25 +23.2%
60 CME CME GROUP INC Financial Services 4,090.0 $903K 0.34% NEW $220.80 +27.4%
Page 3 of 5  ·  95 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 33.7%
Consumer Defensive 13.0%
Healthcare 11.9%
Industrials 11.7%
Consumer Cyclical 10.3%
Communication Services 6.5%
Financial Services 6.0%
Energy 5.5%
Basic Materials 0.7%
Real Estate 0.5%