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Portfolio (Quarterly) Guide ↗

Challenger Wealth Management

· CIK 0002057602
13F Portfolio $136M AUM 65 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 12 Added 33 Reduced
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 3,957.0 $1.3M 0.95% -34.0 -0.8% $327.36 +9.1%
22 ASML ASML HLDG NV Technology 634.0 $1.3M 0.93% -48.0 -7.0% $1989.44 -14.5%
23 LMT LOCKHEED MARTIN CORP Industrials 2,430.0 $1.2M 0.91% $509.50 +10.6%
24 PG PROCTER & GAMBLE CO Consumer Defensive 8,264.0 $1.2M 0.89% -1K -13.5% $146.64 -2.3%
25 PWR QUANTA SVCS INC Industrials 1,668.0 $1.2M 0.88% -17.0 -1.0% $720.07 -15.6%
26 HD HOME DEPOT INC Consumer Cyclical 3,247.0 $1.1M 0.84% -216.0 -6.2% $352.72 -7.0%
27 MPC MARATHON PETE CORP Energy 4,452.0 $1.1M 0.84% $255.69 +43.1%
28 MA MASTERCARD INCORPORATED Financial Services 2,152.0 $1.1M 0.81% -77.0 -3.5% $513.61 +16.2%
29 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,286.0 $960K 0.71% -276.0 -6.0% $223.96 +27.9%
30 MU MICRON TECHNOLOGY INC Technology 777.0 $897K 0.66% +18.0 +2.4% $1153.82 -20.4%
31 WMT WALMART INC Consumer Defensive 7,888.0 $893K 0.66% -393.0 -4.8% $113.27 -9.0%
32 TMUS T-MOBILE US INC Communication Services 5,314.0 $891K 0.66% -219.0 -4.0% $167.72 +7.7%
33 CTAS CINTAS CORP Industrials 4,976.0 $846K 0.62% -203.0 -3.9% $170.07 +20.4%
34 DUK DUKE ENERGY CORP NEW Utilities 6,554.0 $830K 0.61% -119.0 -1.8% $126.57 -4.8%
35 HCA HCA HEALTHCARE INC Healthcare 1,901.0 $741K 0.55% -27.0 -1.4% $389.88 +7.3%
36 PH PARKER-HANNIFIN CORP Industrials 656.0 $642K 0.47% +13.0 +2.0% $978.45 +1.5%
37 KO COCA COLA CO Consumer Defensive 7,817.0 $635K 0.47% +254.0 +3.4% $81.27 +10.5%
38 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,747.0 $629K 0.46% -34.0 -0.7% $132.51 +4.3%
39 MO ALTRIA GROUP INC Consumer Defensive 8,371.0 $602K 0.44% +234.0 +2.9% $71.95 -5.1%
40 MET METLIFE INC Financial Services 6,937.0 $587K 0.43% $84.61 +14.2%
Page 2 of 4  ·  65 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 29.5%
Consumer Cyclical 16.0%
Financial Services 13.5%
Energy 13.2%
Industrials 9.3%
Consumer Defensive 7.7%
Communication Services 6.8%
Healthcare 2.3%
Utilities 1.2%
Real Estate 0.5%