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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 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAA MID-AMER APT CMNTYS INC Real Estate 2,197.0 $305K 0.11% NEW $138.94 -7.5%
22 CBSH COMMERCE BANCSHARES INC Financial Services 5,142.0 $297K 0.10% NEW $57.75 +1.1%
23 FEDEX FGHT HLDG CO INC 1,929.0 $291K 0.10% NEW $151.00
24 WAL WESTERN ALLIANCE BANCORP Financial Services 3,346.0 $275K 0.10% NEW $82.20 -1.6%
25 VRTX VERTEX PHARMACEUTICALS INC Healthcare 550.0 $273K 0.10% NEW $496.73 +10.5%
26 FDS FACTSET RESH SYS INC Financial Services 1,187.0 $273K 0.10% NEW $230.08 +31.2%
27 SYY SYSCO CORP Consumer Defensive 3,218.0 $269K 0.09% NEW $83.58 -3.8%
28 ATO ATMOS ENERGY CORP Utilities 1,484.0 $256K 0.09% NEW $172.32 -2.6%
29 RBC RBC BEARINGS INC Industrials 397.0 $256K 0.09% NEW $644.06 -24.2%
30 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 4,787.0 $253K 0.09% NEW $52.85 -0.4%
31 AYI ACUITY INC Industrials 658.0 $248K 0.09% NEW $376.37 -11.9%
32 OSK OSHKOSH CORP Industrials 1,606.0 $246K 0.09% NEW $153.48 +0.9%
33 PPL PPL CORP Utilities 6,737.0 $245K 0.09% NEW $36.35 -3.7%
34 MDB MONGODB INC Technology 725.0 $244K 0.09% NEW $335.90 +11.5%
35 DVN DEVON ENERGY CORP NEW Energy 5,892.0 $243K 0.09% NEW $41.32 +16.6%
36 PANW PALO ALTO NETWORKS INC Technology 713.0 $243K 0.09% NEW $341.12 -2.5%
37 UAL UNITED AIRLS HLDGS INC Industrials 1,786.0 $243K 0.09% NEW $135.99 -18.5%
38 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,854.0 $243K 0.09% NEW $49.98 +11.2%
39 GS GOLDMAN SACHS GROUP INC Financial Services 239.0 $242K 0.08% NEW $1012.18 +2.6%
40 EOG EOG RES INC Energy 1,850.0 $240K 0.08% NEW $129.72 +12.1%
Page 2 of 5  ·  82 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%