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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited
Page 11 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSX BOSTON SCIENTIFIC CORP Healthcare 18.0 $1K -24.0 -57.1% $62.78 -28.0%
202 APPS DIGITAL TURBINE INC Technology 383.0 $1K -81.0 -17.5% $2.88 +220.7%
203 AI C3 AI INC Technology 83.0 $699.0 -66.0 -44.3% $8.42 +15.8%
204 PRGO PERRIGO CO PLC Healthcare 63.0 $677.0 -1.0 -1.6% $10.75 -11.2%
205 SKYY FIRST TR EXCHANGE-TRADED FD 4.0 $437.0 -15.0 -79.0% $109.25 +18.7%
206 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 17.0 $254.0 -80.0 -82.5% $14.94 +12.0%
Page 11 of 11  ·  206 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 26.4%
Industrials 18.0%
Financial Services 15.5%
Consumer Cyclical 10.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Communication Services 6.2%
Energy 4.8%
Utilities 1.8%
Real Estate 1.6%