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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DINO HF SINCLAIR CORP Energy 3,989.0 $249K 0.01% NEW $62.39 +12.1%
82 WMB WILLIAMS COS INC Energy 3,350.0 $244K 0.01% NEW $72.78 +7.8%
83 SPHQ INVESCO EXCHANGE TRADED FD T 3,143.0 $236K 0.01% NEW $75.19 +12.6%
84 CEMB ISHARES INC 5,209.0 $236K 0.01% NEW $45.28 +0.6%
85 DVN DEVON ENERGY CORP NEW Energy 4,641.0 $234K 0.01% NEW $50.32 -6.2%
86 UFO PROCURE ETF TRUST II 5,026.0 $225K 0.01% NEW $44.81 +38.1%
87 TGT TARGET CORP Consumer Defensive 1,841.0 $223K 0.01% NEW $121.20 +3.6%
88 HMC HONDA MOTOR CO LTD Consumer Cyclical 8,869.0 $216K 0.01% NEW $24.31 +8.9%
89 REGN REGENERON PHARMACEUTICALS Healthcare 279.0 $216K 0.01% NEW $772.64 -17.3%
90 O REALTY INCOME CORP Real Estate 3,499.0 $214K 0.01% NEW $61.18 +1.4%
91 TM TOYOTA MOTOR CORP Consumer Cyclical 1,029.0 $212K 0.01% NEW $206.09 -8.3%
92 ETHB ISHARES STAKED ETHEREUM TR E Financial Services 7,785.0 $210K 0.01% NEW $26.97 -1.6%
93 INNOVATOR ETFS TRUST 7,621.0 $209K 0.01% NEW $27.39
94 OKE ONEOK INC NEW Energy 2,300.0 $208K 0.01% NEW $90.40 +4.0%
95 ZALT INNOVATOR ETFS TRUST 6,357.0 $206K 0.01% NEW $32.46 +3.7%
96 SCHA SCHWAB STRATEGIC TR 6,931.0 $202K 0.01% NEW $29.08 +14.6%
97 DUK DUKE ENERGY CORP NEW Utilities 1,538.0 $201K 0.01% NEW $130.94 -4.0%
98 CDC VICTORY PORTFOLIOS II 2,815.0 $201K 0.01% NEW $71.43 +3.2%
99 DDFF INNOVATOR ETFS TRUST 10,395.0 $197K 0.01% NEW $18.93 +4.8%
100 VYX NCR VOYIX CORPORATION Technology 10,505.0 $66K 0.00% NEW $6.33 +4.1%
Page 5 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%