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Portfolio (Quarterly) Guide ↗

Gunpowder Capital Management, LLC dba Oliver Wealth Management

· CIK 0002114795
13F Portfolio $142M AUM 408 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 408 New
Page 18 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HMY HARMONY GOLD MINING LIMITED SPONSORED ADR (SOUTH AFRICA) Basic Materials 205.0 $3K 0.00% NEW $15.21 +33.0%
342 USIG ISHARES TR USD INV GRDE ETF 58.0 $3K 0.00% NEW $51.29 -1.9%
343 FAST FASTENAL COMPANY Industrials 55.0 $3K 0.00% NEW $48.04 +3.6%
344 SPHQ INVESCO S&P 500 QUALITY ETF 29.0 $3K 0.00% NEW $90.10 -4.9%
345 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 76.0 $3K 0.00% NEW $33.84 +5.7%
346 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 10.0 $2K 0.00% NEW $250.00 -5.8%
347 BLV VANGUARD LONG-TERM BOND ETF 34.0 $2K 0.00% NEW $68.94 -3.7%
348 NATL NCR ATLEOS CORPORATION COM SHS Technology 50.0 $2K 0.00% NEW $43.42 +6.5%
349 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 56.0 $2K 0.00% NEW $36.52 -0.4%
350 AAL AMERICAN AIRLINES GROUP INCORPORATED Industrials 110.0 $2K 0.00% NEW $18.07 -24.5%
351 CENCORA INCORPORATED 7.0 $2K 0.00% NEW $283.00
352 MSTR STRATEGY INCORPORATED CLASS A NEW Technology 22.0 $2K 0.00% NEW $86.91 +46.5%
353 BHF BRIGHTHOUSE FINL INCORPORATED Financial Services 29.0 $2K 0.00% NEW $63.31 -16.2%
354 ALK ALASKA AIR GROUP INCORPORATED Industrials 35.0 $2K 0.00% NEW $52.20 -18.9%
355 IEI ISHARES TR 3 7 YR TREAS BD 15.0 $2K 0.00% NEW $117.47 -1.1%
356 F FORD MTR COMPANY Consumer Cyclical 117.0 $2K 0.00% NEW $13.90 -0.2%
357 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 110.0 $2K 0.00% NEW $14.13 +16.7%
358 CCAP CRESCENT CAP BDC INCORPORATED Financial Services 131.0 $1K 0.00% NEW $10.92 -3.5%
359 PXH INVESCO RAFI EMERGING MARKETS ETF 51.0 $1K 0.00% NEW $27.88 +5.8%
360 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 2.0 $1K 0.00% NEW $687.00 +2.9%
Page 18 of 21  ·  408 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
Financial Services 46.7%
Technology 28.2%
Communication Services 6.9%
Consumer Defensive 6.0%
Consumer Cyclical 3.2%
Industrials 2.8%
Healthcare 2.2%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%