Whitaker-Myers Wealth Managers, LTD.
Filing Date
Global Rank
#2,010
/ 3,203
▲ 4292
Top Industry
Drug Manufacturers - General
9.2%
3Y Alpha vs SPY
+0.6%
Period ended 30 days ago
Filed Jul 9, 2026 · 21d
15 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+70.6%
SPY
+65.3%
Annualised alpha
+1.3%
Max drawdown
−18.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
3.5%
−0.4 pts
Top 5
16.6%
−1.2 pts
Top 10
31.9%
−1.3 pts
HHI
266
Diversified−6
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.2% | $23,626,448 |
| Industrials | 20.2% | $17,588,984 |
| Financial Services | 12.3% | $10,726,011 |
| Consumer Cyclical | 10.5% | $9,171,342 |
| Unclassified | 8.7% | $7,549,781 |
| Healthcare | 8.4% | $7,296,344 |
| Consumer Defensive | 5.1% | $4,412,706 |
| Communication Services | 3.2% | $2,800,708 |
| Utilities | 2.5% | $2,173,548 |
| Basic Materials | 1.9% | $1,629,955 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +18,342 | 144,765 | $1,721,255 | |
| ANET | Arista Networks, Inc. | +14,310 | 16,847 | $2,861,968 | |
| GOOGL | Alphabet Inc. | +6,264 | 7,837 | $2,800,708 | |
| BTCW | WisdomTree Bitcoin Fund | +5,600 | 44,296 | $2,746,352 | |
| NUV | Nuveen Municipal Value Fund Inc | +4,619 | 110,642 | $1,020,119 | |
| BABA | Alibaba Group Holding Ltd | +3,896 | 17,777 | $1,706,236 | |
| GILD | Gilead Sciences, Inc. | +3,890 | 18,284 | $2,310,000 | |
| WMT | Walmart Inc. | +3,014 | 20,473 | $2,318,771 | |
| JCI | Johnson Controls International plc | +2,483 | 16,807 | $2,455,670 | |
| JPM | Jpmorgan Chase & Co | +2,315 | 6,623 | $2,167,906 | |
| MRK | Merck & Co., Inc. | +2,306 | 20,005 | $2,570,642 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +2,297 | 12,732 | $649,968 | |
| BG | Bunge Global SA | +1,801 | 19,619 | $2,093,935 | |
| MTB | M&T Bank Corp | +1,255 | 11,210 | $2,668,092 | |
| AMGN | Amgen Inc | +692 | 6,671 | $2,415,702 | |
| TT | Trane Technologies plc | +506 | 4,939 | $2,425,839 | |
| CSX | Csx Corp | +397 | 47,548 | $2,259,956 | |
| AAPL | Apple Inc. | +278 | 10,286 | $2,976,356 | |
| PH | Parker-Hannifin Corp | +257 | 2,321 | $2,270,216 | |
| BRK-B | Berkshire Hathaway Inc | +49 | 4,938 | $2,470,925 | |
| MSFT | Microsoft Corp | +19 | 3,194 | $1,191,425 | |
| VST | Vistra Corp. | +19 | 13,702 | $2,173,548 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −2,699 | 10,899 | $2,597,667 | |
| ORCL | Oracle Corp | −1,858 | 13,668 | $2,003,045 | |
| OUNZ | VanEck Merk Gold ETF | −1,589 | 12,253 | $472,843 | |
| CLS | Celestica Inc | −1,497 | 5,577 | $2,034,489 | |
| CRS | Carpenter Technology Corp | −1,077 | 4,166 | $2,569,755 | |
| SLV | iShares Silver Trust | −521 | 5,767 | $308,361 | |
| TSLA | Tesla, Inc. | −437 | 6,175 | $2,597,205 | |
| NVDA | Nvidia Corp | −325 | 13,748 | $2,750,837 | |
| NUE | Nucor Corp | −280 | 2,341 | $521,457 | |
| QQQ | Invesco Qqq Trust, Series 1 | −132 | 1,419 | $1,044,951 | |
| PWR | Quanta Services, Inc. | −108 | 3,659 | $2,634,626 | |
| SIVR | abrdn Silver ETF Trust | −79 | 4,537 | $255,070 | |
| GEV | GE Vernova Inc. | −76 | 2,283 | $2,682,205 | |
| CAT | Caterpillar Inc | −15 | 273 | $290,717 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 5,248 | $3,048,615 | |
| DELL | Dell Technologies Inc. | 5,663 | $2,443,357 | |
| GS | Goldman Sachs Group Inc | 2,372 | $2,398,969 | |
| MAR | Marriott International Inc /Md/ | 6,126 | $2,270,234 | |
| CRWV | CoreWeave, Inc. | 22,298 | $2,219,542 | |
| APLD | Applied Digital Corp. | 49,354 | $1,840,904 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 428 | $204,399 | |
| CRWD | CrowdStrike Holdings, Inc. | 270 | $51,511 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KO | Coca Cola Co | 29,134 | $2,215,640 | |
| AXP | American Express Co | 7,000 | $2,117,360 | |
| PANW | Palo Alto Networks Inc | 13,148 | $2,107,887 | |
| FSLR | First Solar, Inc. | 9,839 | $1,940,841 | |
| QXO | QXO, Inc. | 99,865 | $1,939,378 | |
| HII | Huntington Ingalls Industries, Inc. | 4,613 | $1,752,478 | |
| META | Meta Platforms, Inc. | 549 | $314,099 | |
| No positions match the current search. | ||||
46 tracked positions ·
$86,975,827 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 5,248 | $3,048,615 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,286 | $2,976,356 | 3.42% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 16,847 | $2,861,968 | 3.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,837 | $2,800,708 | 3.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 13,748 | $2,750,837 | 3.16% | |
| BTCW |
WisdomTree Bitcoin Fund
|
Added | 44,296 | $2,746,352 | 3.16% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,283 | $2,682,205 | 3.08% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 11,210 | $2,668,092 | 3.07% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 3,659 | $2,634,626 | 3.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 10,899 | $2,597,667 | 2.99% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 6,175 | $2,597,205 | 2.99% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 20,005 | $2,570,642 | 2.96% | |
| CRS |
Carpenter Technology Corp
Industrials
|
Reduced | 4,166 | $2,569,755 | 2.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,938 | $2,470,925 | 2.84% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 16,807 | $2,455,670 | 2.82% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 5,663 | $2,443,357 | 2.81% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 4,939 | $2,425,839 | 2.79% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 6,671 | $2,415,702 | 2.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 2,372 | $2,398,969 | 2.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,473 | $2,318,771 | 2.67% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 18,284 | $2,310,000 | 2.66% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 6,126 | $2,270,234 | 2.61% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 2,321 | $2,270,216 | 2.61% | |
| CSX |
Csx Corp
Industrials
|
Added | 47,548 | $2,259,956 | 2.60% | |
| CRWV |
CoreWeave, Inc.
Technology
|
NEW | 22,298 | $2,219,542 | 2.55% | |
| VST |
Vistra Corp.
Utilities
|
Added | 13,702 | $2,173,548 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,623 | $2,167,906 | 2.49% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Added | 19,619 | $2,093,935 | 2.41% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 5,577 | $2,034,489 | 2.34% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 13,668 | $2,003,045 | 2.30% | |
| APLD |
Applied Digital Corp.
Technology
|
NEW | 49,354 | $1,840,904 | 2.12% | |
| ETHA |
iShares Ethereum Trust ETF
|
Added | 144,765 | $1,721,255 | 1.98% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 17,777 | $1,706,236 | 1.96% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,194 | $1,191,425 | 1.37% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Held | 9,973 | $1,108,498 | 1.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,419 | $1,044,951 | 1.20% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
Added | 110,642 | $1,020,119 | 1.17% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 12,732 | $649,968 | 0.75% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 2,341 | $521,457 | 0.60% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 12,253 | $472,843 | 0.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 470 | $350,981 | 0.40% | |
| SLV |
iShares Silver Trust
|
Reduced | 5,767 | $308,361 | 0.35% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 273 | $290,717 | 0.33% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 4,537 | $255,070 | 0.29% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 428 | $204,399 | 0.24% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 270 | $51,511 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.