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Portfolio (Quarterly) Guide ↗

QTR Family Wealth, LLC

· CIK 0002067954
13F Portfolio $287M AUM 337 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 134 Added 79 Reduced 32 Exited
Page 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON AON PLC Financial Services 1,896.0 $629K 0.22% +1K +111.6% $331.66 -2.6%
62 MA MASTERCARD INCORPORATED Financial Services 1,222.0 $628K 0.22% +139.0 +12.8% $513.61 +12.8%
63 RTX RTX CORPORATION Industrials 3,287.0 $624K 0.22% +968.0 +41.7% $189.76 +5.8%
64 ES EVERSOURCE ENERGY Utilities 8,593.0 $621K 0.22% +4K +99.7% $72.27 -1.7%
65 MS MORGAN STANLEY Financial Services 2,901.0 $606K 0.21% +349.0 +13.7% $209.03 +4.1%
66 FCX FREEPORT MCMORAN INC Basic Materials 9,533.0 $600K 0.21% +2K +24.2% $62.89 +15.6%
67 VRT VERTIV HOLDINGS CO Industrials 1,789.0 $599K 0.21% +39.0 +2.2% $334.86 -16.2%
68 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,312.0 $591K 0.21% +85.0 +3.8% $255.83 +16.5%
69 WELL WELLTOWER INC Real Estate 2,580.0 $586K 0.20% +17.0 +0.7% $226.94 +4.1%
70 DAL DELTA AIR LINES INC Industrials 6,206.0 $581K 0.20% +69.0 +1.1% $93.67 -14.4%
71 PNC PNC FINL SVCS GROUP INC Financial Services 2,163.0 $533K 0.19% +272.0 +14.4% $246.22 -0.3%
72 GM GENERAL MTRS CO Consumer Cyclical 6,754.0 $521K 0.18% +875.0 +14.9% $77.08 +13.9%
73 TRV TRAVELERS COMPANIES INC Financial Services 1,559.0 $515K 0.18% +181.0 +13.1% $330.03 +11.9%
74 C CITIGROUP INC Financial Services 3,664.0 $513K 0.18% +507.0 +16.1% $139.96 -1.6%
75 EME EMCOR GROUP INC Industrials 615.0 $510K 0.18% +17.0 +2.8% $829.88 -9.1%
76 TGT TARGET CORP Consumer Defensive 3,903.0 $510K 0.18% +260.0 +7.1% $130.61 +25.9%
77 VIKING HOLDINGS LTD 4,765.0 $499K 0.17% +785.0 +19.7% $104.67
78 MOH MOLINA HEALTHCARE INC Healthcare 2,117.0 $484K 0.17% +327.0 +18.3% $228.70 -12.2%
79 NOBL PROSHARES TR 8,589.0 $482K 0.17% +4K +100.6% $56.16 +2.7%
80 KLAC KLA CORP Technology 1,533.0 $462K 0.16% +1K +1107.1% $301.65 -38.5%
Page 4 of 7  ·  134 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 32.6%
Financial Services 21.9%
Consumer Cyclical 10.9%
Industrials 9.2%
Healthcare 8.3%
Communication Services 5.1%
Energy 3.9%
Consumer Defensive 3.2%
Utilities 2.4%
Real Estate 1.6%