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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,649.0 $278K 0.10% -205.0 -11.1% $168.53 -6.0%
62 NYT NEW YORK TIMES CO MTN BE Communication Services 3,951.0 $276K 0.10% -482.0 -10.9% $69.98 -4.2%
63 F FORD MTR CO Consumer Cyclical 19,228.0 $267K 0.09% -320.0 -1.6% $13.90 +3.7%
64 MCD MCDONALDS CORP Consumer Cyclical 982.0 $265K 0.09% -27.0 -2.7% $270.25 -3.9%
65 DHR DANAHER CORP DEL Healthcare 1,376.0 $262K 0.09% -3K -64.8% $190.45 +10.8%
66 SBUX STARBUCKS CORP Consumer Cyclical 2,530.0 $259K 0.09% -58.0 -2.2% $102.18 +3.6%
67 OVL LISTED FDS TR 4,504.0 $255K 0.09% -53.0 -1.2% $56.61 +1.7%
68 MHK MOHAWK INDS INC Consumer Cyclical 2,097.0 $254K 0.09% -167.0 -7.4% $121.33 +8.5%
69 CGDV CAPITAL GROUP DIVIDEND VALUE 4,958.0 $244K 0.09% -1K -22.2% $49.28 +1.7%
70 PKG PACKAGING CORP AMER Consumer Cyclical 1,023.0 $244K 0.09% -65.0 -6.0% $238.26 -1.5%
71 DOW DOW HLDGS INC Basic Materials 8,619.0 $236K 0.08% -2K -22.2% $27.36 +11.0%
72 XLK SELECT SECTOR SPDR TR 1,217.0 $232K 0.08% -402.0 -24.8% $190.53 -2.4%
73 A AGILENT TECHNOLOGIES INC Healthcare 1,717.0 $228K 0.08% -24.0 -1.4% $132.83 +12.9%
74 UBER UBER TECHNOLOGIES INC Technology 3,104.0 $224K 0.08% -2K -33.3% $72.15 +5.3%
75 EXPAND ENERGY CORPORATION 2,265.0 $207K 0.07% -1K -36.2% $91.19
76 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 10,024.0 $124K 0.04% -15K -60.4% $12.42 +1.2%
77 ALIT ALIGHT INC Technology 59,718.0 $33K 0.01% -18K -23.6% $11.20 +32.9%
78 GTM ZOOMINFO TECHNOLOGIES INC Technology 10,969.0 $32K 0.01% -257.0 -2.3% $2.93 +40.6%
79 BYND BEYOND MEAT INC Consumer Defensive 11,205.0 $8K 0.00% -3K -18.9% $0.75 +1402.6%
Page 4 of 4  ·  79 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%