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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 49 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ODFL OLD DOMINION FREIGHT LINE IN Industrials 16.0 $3K 0.00% NEW $156.81 +39.7%
962 TX TERNIUM SA Basic Materials 65.0 $2K 0.00% NEW $38.18 +17.7%
963 DVN DEVON ENERGY CORP NEW Energy 68.0 $2K 0.00% NEW $36.43 +17.3%
964 SKYY FIRST TR EXCHANGE TRADED FD 19.0 $2K 0.00% NEW $130.05 -0.7%
965 FLRN SPDR SERIES TRUST 80.0 $2K 0.00% NEW $30.73 +0.3%
966 WCN WASTE CONNECTIONS INC Industrials 14.0 $2K 0.00% NEW $175.36 -9.1%
967 VRTS VIRTUS INVT PARTNERS INC Financial Services 15.0 $2K 0.00% NEW $163.13 -13.0%
968 VRT VERTIV HOLDINGS CO Industrials 15.0 $2K 0.00% NEW $162.27 +96.2%
969 GVA GRANITE CONSTR INC Industrials 21.0 $2K 0.00% NEW $115.33 +31.7%
970 CRL CHARLES RIV LABS INTL INC Healthcare 12.0 $2K 0.00% NEW $199.50 +1.3%
971 PEGA PEGASYSTEMS INC Technology 40.0 $2K 0.00% NEW $59.80 -50.0%
972 VIOV VANGUARD ADMIRAL FDS INC 24.0 $2K 0.00% NEW $97.75 +17.7%
973 APPS DIGITAL TURBINE INC Technology 464.0 $2K 0.00% NEW $5.00 +102.8%
974 XRAY DENTSPLY SIRONA INC Healthcare 200.0 $2K 0.00% NEW $11.43 -10.8%
975 PRNT ARK ETF TR 101.0 $2K 0.00% NEW $22.41 +7.1%
976 ACMR ACM RESH INC Technology 57.0 $2K 0.00% NEW $39.46 +157.5%
977 INVA INNOVIVA INC Healthcare 112.0 $2K 0.00% NEW $19.99 +18.3%
978 IGM ISHARES TR 17.0 $2K 0.00% NEW $129.18 +21.7%
979 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 700.0 $2K 0.00% NEW $3.12 +1.3%
980 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 140.0 $2K 0.00% NEW $15.59 +0.8%
Page 49 of 56  ·  1,119 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 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%