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Portfolio (Quarterly) Guide ↗

Trek Financial, LLC

· CIK 0001768195
13F Portfolio $1.9B AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New 181 Added 140 Reduced 77 Exited
Page 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXN TEXAS INSTRS INC Technology 10,540.0 $2.0M 0.11% NEW $194.15 +59.3%
42 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 6,342.0 $2.0M 0.11% NEW $321.40 +10.1%
43 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,785.0 $1.9M 0.10% NEW $282.37 +22.7%
44 MOD MODINE MFG CO Consumer Cyclical 7,042.0 $1.5M 0.08% NEW $216.71 +20.2%
45 EWZ ISHARES INC 28,788.0 $1.1M 0.06% NEW $38.39 -5.3%
46 TUR ISHARES INC 27,461.0 $1.1M 0.06% NEW $38.65 +1.8%
47 ECH ISHARES INC 25,907.0 $1.0M 0.06% NEW $39.76 +1.3%
48 INDA ISHARES TR 20,804.0 $974K 0.05% NEW $46.84 +3.3%
49 CRCL CIRCLE INTERNET GROUP INC Financial Services 8,944.0 $853K 0.04% NEW $95.41 +18.6%
50 LCID LUCID GROUP INC Consumer Cyclical 80,015.0 $763K 0.04% NEW $9.53 -38.7%
51 CVSA COVISTA INC Consumer Cyclical 6,581.0 $758K 0.04% NEW $115.25 +8.6%
52 NEM NEWMONT CORP Basic Materials 6,797.0 $736K 0.04% NEW $108.25 -0.6%
53 OKTA OKTA INC Technology 9,030.0 $711K 0.04% NEW $78.71 +17.2%
54 TIGO MILLICOM INTL CELLULAR S A Communication Services 9,409.0 $705K 0.04% NEW $74.94 +14.5%
55 POWL POWELL INDS INC Industrials 1,255.0 $679K 0.04% NEW $541.08 -48.4%
56 EAT BRINKER INTL INC Consumer Cyclical 4,748.0 $678K 0.04% NEW $142.77 -3.8%
57 BLBD BLUE BIRD CORP Consumer Cyclical 11,657.0 $662K 0.04% NEW $56.79 +16.7%
58 EZPW EZCORP INC Financial Services 24,939.0 $633K 0.03% NEW $25.38 +33.1%
59 CAAP CORPORACION AMER ARPTS S A Industrials 24,484.0 $619K 0.03% NEW $25.29 -1.3%
60 FN FABRINET Technology 1,170.0 $610K 0.03% NEW $521.52 +35.0%
Page 3 of 6  ·  101 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
Basic Materials 21.3%
Energy 20.0%
Technology 18.6%
Financial Services 16.9%
Industrials 5.7%
Consumer Cyclical 5.2%
Communication Services 4.3%
Healthcare 3.9%
Consumer Defensive 3.6%
Real Estate 0.3%