Fund HoldingsWhalen Wealth Management Inc.

Total Portfolio Value
$222.23M
Total Bought
$53.54M
Total Sold
$35.06M
Net Transaction
+$18.48M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
WALMART INC(WMT)7,72036,477+28,7579594,1311.86%+3,172
GE VERNOVA INC(GEV)1,2092,807+1,5981,0553,2981.48%+2,242
ISHARES TR3,84126,714+22,8733172,1930.99%+1,876
PALO ALTO NETWORKS INC(PANW)04,717+4,71701,6090.72%+1,609
SPDR SERIES TRUST
ST STR SP BIOT
1,58911,049+9,4602031,7480.79%+1,545
RTX CORPORATION(RTX)4,43911,898+7,4598562,2571.02%+1,401
MARVELL TECHNOLOGY INC(MRVL)04,484+4,48401,3360.60%+1,336
INTERNATIONAL BUSINESS MACHS(IBM)2,0356,459+4,4244931,8160.82%+1,323
CHEVRON CORPORATION(CVX)5,49114,732+9,2411,1362,4421.10%+1,306
BERKSHIRE HATHAWAY INC DEL1,8304,208+2,3788772,1060.95%+1,229
VISA INC(V)4,0046,985+2,9811,2102,3971.08%+1,186
DELL TECHNOLOGIES INC(DELL)02,728+2,72801,1770.53%+1,177
SANDISK CORP(SNDK)0503+50301,1440.51%+1,144
JPMORGAN CHASE & CO(JPM)8,04910,708+2,6592,3683,5051.58%+1,137
ADVANCED MICRO DEVICES INC(AMD)4,8463,565-1,2819862,0710.93%+1,085
TEXAS INSTRS INC(TXN)03,548+3,54801,0570.48%+1,057
KLA CORP(KLAC)03,329+3,32901,0040.45%+1,004
AMAZON COM INC(AMZN)26,43927,162+7235,5076,4742.91%+967
ELI LILLY & CO(LLY)2,3532,567+2142,1643,0791.39%+915
ISHARES TR08,472+8,47208010.36%+801
INTEL CORP(INTC)16,95610,841-6,1157481,5140.68%+765
VANGUARD INDEX FDS2,8933,577+6841,7292,4571.11%+728
JOHNSON & JOHNSON(JNJ)3,0115,748+2,7377361,4600.66%+724
META PLATFORMS INC(META)6,4867,809+1,3233,7114,3991.98%+688
FLEX LTD(FLEX)12,7148,873-3,8418321,4380.65%+606
MERCK & CO INC(MRK)8,61112,455+3,8441,0361,6000.72%+565
KRANESHARES TRUST017,075+17,07505520.25%+552
APPLIED MATLS INC1,8971,657-2406481,1980.54%+550
VANECK ETF TRUST
JP MRGAN EM LOC
28,42348,862+20,4397141,2490.56%+535
NATERA INC(NTRA)01,967+1,96705340.24%+534
UNIVERSAL HLTH SVCS INC(UHS)03,588+3,58805340.24%+534
ENERGY TRANSFER L P(ET)027,714+27,71405300.24%+530
MICRON TECHNOLOGY INC(MU)3,8001,571-2,2291,2841,8130.82%+529
UNITEDHEALTH GROUP INC(UNH)5,2474,689-5581,4201,9490.88%+529
PITNEY BOWES INC(PBI)030,005+30,00505260.24%+526
AXON ENTERPRISE INC(AXON)0896+89605020.23%+502
RBC BEARINGS INC(RBC)0779+77905020.23%+502
GE AEROSPACE(GE)2,7533,410+6577811,2740.57%+493
MP MATERIALS CORP(MP)08,482+8,48204750.21%+475
DARDEN RESTAURANTS INC(DRI)02,257+2,25704650.21%+465
VULCAN MATLS CO(VMC)01,566+1,56604620.21%+462
PHILIP MORRIS INTL INC(PM)5,6857,683+1,9989401,3900.63%+450
ALLEGRO MICROSYSTEMS INC(ALGM)06,399+6,39904450.20%+445
FIFTH THIRD BANCORP(FITB)07,884+7,88404440.20%+444
ESSENTIAL PPTYS RLTY TR INC014,151+14,15104220.19%+422
APOLLO GLOBAL MGMT INC(APO)03,498+3,49804140.19%+414
UNITED RENTALS INC(URI)0355+35504020.18%+402
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
97,71494,837-2,8774,8905,2702.37%+381
GLOBAL X FDS
GLBX MSCI COLUM
08,977+8,97703740.17%+374
LINCOLN EDL SVCS CORP(LINC)07,455+7,45503720.17%+372
USA COMPRESSION PARTNERS LP(USAC)014,095+14,09503720.17%+372
CISCO SYS INC(CSCO)8,4478,545+986551,0040.45%+348
NVIDIA CORPORATION(NVDA)47,41543,047-4,3688,2698,6133.88%+344
BUNGE GLOBAL SA(BG)03,136+3,13603350.15%+335
GLOBAL X FDS03,654+3,65403340.15%+334
ISHARES TR62,02465,471+3,4477,3567,6903.46%+333
TELEDYNE TECHNOLOGIES INC(TDY)339802+4632055350.24%+330
QUALCOMM INC(QCOM)01,772+1,77203270.15%+327
ISHARES INC08,237+8,23703270.15%+327
MASTEC INC(MTZ)1,5341,951+4174948120.37%+318
BANK OF NY MELLON CORP02,140+2,14003090.14%+309
CME GROUP INC(CME)01,386+1,38603060.14%+306
CAMECO CORP(CCJ)02,984+2,98403040.14%+304
EATON CORP PLC(ETN)1,3801,854+4744947900.36%+296
COGNEX CORP(CGNX)04,079+4,07902950.13%+295
ISHARES TR
MSCI USA MMENTM
1,3921,827+4353346260.28%+292
WELLS FARGO & CO(WFC)11,29114,396+3,1058991,1900.54%+291
QUANTA SVCS INC435734+2992395290.24%+290
PLAINS ALL AMERN PIPELINE L(PAA)013,000+13,00002890.13%+289
ABBVIE INC(ABBV)2,9723,700+7286469310.42%+285
PROCTER & GAMBLE CO(PG)3,9805,824+1,8445758540.38%+279
EXXON MOBIL CORP6,68210,328+3,6461,1341,4120.64%+278
COCA COLA CO(KO)7,74210,658+2,9165898660.39%+277
UNITED AIRLS HLDGS INC(UAL)7,6197,169-4507019750.44%+273
EQT CORP(EQT)05,026+5,02602670.12%+267
DISNEY WALT CO(DIS)3,0095,774+2,7652905560.25%+266
CENTURY ALUM CO(CENX)05,754+5,75402650.12%+265
ROBINHOOD MKTS INC(HOOD)5,6056,493+8883886510.29%+263
ISHARES INC03,430+3,43002580.12%+258
SPACE EXPLORATION TECHN CORP01,498+1,49802560.12%+256
CLEVELAND-CLIFFS INC NEW(CLF)027,060+27,06002540.11%+254
MATERION CORP(MTRN)1,8011,690-1112615030.23%+242
EXCHANGE TRADED CONCEPTS TRU02,822+2,82202420.11%+242
FREEPORT MCMORAN INC(FCX)8,18711,495+3,3084817230.33%+242
MICROCHIP TECHNOLOGY INC.(MCHP)02,593+2,59302360.11%+236
SIX FLAGS ENTERTAINMENT CORP(FUN)010,879+10,87902320.10%+232
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,400+4,40002280.10%+228
CENTENE CORP DEL(CNC)03,448+3,44802210.10%+221
SCHWAB CHARLES CORP(SCHW)02,329+2,32902150.10%+215
VANGUARD INDEX FDS02,488+2,48802140.10%+214
APPLIED INDL TECHNOLOGIES IN(AIT)0633+63302140.10%+214
SOUTHWEST AIRLS CO(LUV)04,154+4,15402140.10%+214
TESLA INC(TSLA)3,1203,247+1271,1601,3660.61%+206
TENET HEALTHCARE CORP(THC)1,8993,011+1,1123585630.25%+205
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,8112,845+346688620.39%+194
NEUROCRINE BIOSCIENCES INC(NBIX)6,4626,163-2998511,0390.47%+187
ISHARES TR16,50318,353+1,8501,8212,0080.90%+187
HALOZYME THERAPEUTICS INC(HALO)6,4787,685+1,2074196020.27%+183
ISHARES INC7,39813,486+6,0882844650.21%+181
SOLARIS ENERGY INFRAS INC(SEI)10,6599,729-9306027830.35%+180
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Whalen Wealth Management Inc. — 13F Holdings — Q2 2026 | TickerTrail