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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 14 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FISV FISERV INC Technology 275.0 $13K 0.01% NEW $49.05 +8.4%
262 DKNG DRAFTKINGS INCORPORATED NEW COM CLASS A Consumer Cyclical 530.0 $13K 0.01% NEW $25.26 -0.0%
263 RELX RELX PLC SPONSORED ADR (UNITED KINGDOM) Communication Services 420.0 $13K 0.01% NEW $31.67 +15.4%
264 OKLO OKLO INCORPORATED COM CLASS A Utilities 254.0 $13K 0.01% NEW $52.33 -23.3%
265 PFG PRINCIPAL FINANCIAL GROUP INCORPORATED Financial Services 123.0 $13K 0.01% NEW $107.78 +3.4%
266 SCHB SCHWAB U.S. BROAD MARKET ETF 453.0 $13K 0.01% NEW $28.96 +2.6%
267 USB US BANCORP COM NEW Financial Services 215.0 $13K 0.01% NEW $60.40 +3.4%
268 SCHX SCHWAB U.S. LARGE-CAP ETF 441.0 $13K 0.01% NEW $29.43 +3.1%
269 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) Consumer Defensive 149.0 $12K 0.01% NEW $82.40 -2.8%
270 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) Technology 43.0 $12K 0.01% NEW $281.02 -20.4%
271 SPGI S&P GLOBAL INCORPORATED Financial Services 29.0 $12K 0.01% NEW $407.28 +8.7%
272 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 152.0 $12K 0.01% NEW $76.70 -1.7%
273 IBM INTERNATIONAL BUSINESS MACHINES Technology 41.0 $12K 0.01% NEW $281.22 -16.2%
274 HONEYWELL INTERNATIONAL INC 50.0 $11K 0.01% NEW $221.66
275 TYG TORTOISE ENERGY INFRSTRCTR CP Financial Services 255.0 $11K 0.01% NEW $42.87 +1.4%
276 NOW SERVICENOW INCORPORATED Technology 110.0 $11K 0.01% NEW $99.28 +45.8%
277 HONEYWELL AEROSPACE INC 49.0 $11K 0.01% NEW $221.08
278 USO UNITED STATES OIL FUND, LP Financial Services 100.0 $11K 0.01% NEW $106.44 +21.9%
279 SHY ISHARES TR 1 3 YR TREAS BD 129.0 $11K 0.01% NEW $82.11 -0.3%
280 GOVT ISHARES TR US TREAS BD ETF 447.0 $10K 0.01% NEW $22.78 -1.4%
Page 14 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%