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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 17 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WSBC WESBANCO INCORPORATED Financial Services 130.0 $5K 0.00% NEW $39.03 +3.6%
322 CRC CALIFORNIA RES CORPORATION COM STOCK Energy 95.0 $5K 0.00% NEW $52.87 -1.2%
323 BHC BAUSCH HEALTH COMPANIES INCORPORATED (CANADA) Healthcare 1,000.0 $5K 0.00% NEW $4.93 +28.2%
324 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 62.0 $5K 0.00% NEW $77.79 +16.9%
325 SQQQ THE PROSHARES TR ULTRAPRO SHORT QQQ NEW 132.0 $5K 0.00% NEW $36.31 +6.1%
326 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 94.0 $5K 0.00% NEW $50.83 +4.6%
327 EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF 60.0 $4K 0.00% NEW $74.30 -1.1%
328 VLUE ISHARES TR MSCI USA VALUE 22.0 $4K 0.00% NEW $199.82 +0.7%
329 MBB ISHARES TR MBS ETF 46.0 $4K 0.00% NEW $94.52 -1.4%
330 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 113.0 $4K 0.00% NEW $36.95 +14.1%
331 SCMB SCHWAB STRATEGIC TR MUN BD ETF 156.0 $4K 0.00% NEW $25.82 -2.5%
332 ESGU ISHARES TR ESG AWR MSCI USA 23.0 $4K 0.00% NEW $163.65 +3.1%
333 MORGAN STANLEY BITCOIN TRUST ETP 220.0 $4K 0.00% NEW $16.85
334 SCHW SCHWAB CHARLES CORPORATION Financial Services 40.0 $4K 0.00% NEW $92.28 +19.4%
335 FERG FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW Industrials 15.0 $4K 0.00% NEW $237.33 -3.7%
336 SHW SHERWIN WILLIAMS COMPANY Basic Materials 10.0 $3K 0.00% NEW $344.30 +0.2%
337 UA UNDER ARMOUR INCORPORATED CLASS C 540.0 $3K 0.00% NEW $6.22
338 SMH VANECK SEMICONDUCTOR ETF 5.0 $3K 0.00% NEW $655.80 -15.7%
339 ADI ANALOG DEVICES INCORPORATED Technology 8.0 $3K 0.00% NEW $397.12 -8.9%
340 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 72.0 $3K 0.00% NEW $44.03 +1.0%
Page 17 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%