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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 21 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DIV GLOBAL X SUPERDIVIDEND U.S. ETF 3.0 $57.0 NEW $19.00 +4.5%
402 TSN TYSON FOODS INCORPORATED CLASS A Consumer Defensive 1.0 $57.0 NEW $57.00 -2.8%
403 SCHH SCHWAB U.S. REIT ETF 2.0 $47.0 NEW $23.50 +1.0%
404 XPERI INCORPORATED COMMON STOCK 4.0 $33.0 NEW $8.25
405 AI C3 AI INCORPORATED CLASS A Technology 2.0 $18.0 NEW $9.00 +17.0%
406 BB BLACKBERRY LIMITED (CANADA) Technology 1.0 $13.0 NEW $13.00 -37.2%
407 UNIT UNITI GROUP LLC COM SHS REIT Real Estate 1.0 $11.0 NEW $11.00 -8.9%
408 AURORA CANNABIS INCORPORATED (CANADA) 4.0 $11.0 NEW $2.75
Page 21 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%