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Portfolio (Quarterly) Guide ↗

Trek Financial, LLC

· CIK 0001768195
13F Portfolio $1.7B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 448 New
Page 8 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEV GE VERNOVA INC Utilities 4,120.0 $2.7M 0.16% NEW $653.57 +58.9%
142 HCC WARRIOR MET COAL INC Energy 30,442.0 $2.7M 0.15% NEW $88.17 -4.8%
143 GREK GLOBAL X FDS 40,612.0 $2.7M 0.15% NEW $65.91 +7.0%
144 BNDX VANGUARD CHARLOTTE FDS 55,328.0 $2.7M 0.15% NEW $48.32 -0.5%
145 J P MORGAN EXCHANGE TRADED F 51,398.0 $2.6M 0.15% NEW $50.59
146 BERKSHIRE HATHAWAY INC DEL 4,952.0 $2.5M 0.14% NEW $502.65
147 IEF ISHARES TR 25,675.0 $2.5M 0.14% NEW $96.16 -2.4%
148 EWJ ISHARES INC 30,446.0 $2.5M 0.14% NEW $80.74 +13.5%
149 CRS CARPENTER TECHNOLOGY CORP Industrials 7,771.0 $2.4M 0.14% NEW $314.84 +37.9%
150 WCC WESCO INTL INC Industrials 9,886.0 $2.4M 0.14% NEW $244.64 +48.6%
151 JNJ JOHNSON & JOHNSON Healthcare 11,280.0 $2.3M 0.14% NEW $206.95 +13.2%
152 VEU VANGUARD INTL EQUITY INDEX F 30,886.0 $2.3M 0.13% NEW $73.56 +12.1%
153 DE DEERE & CO Industrials 4,844.0 $2.3M 0.13% NEW $465.54 +13.7%
154 EMBJ EMBRAER S.A. Industrials 34,530.0 $2.2M 0.13% NEW $64.37 -10.5%
155 XES SPDR SERIES TRUST 27,099.0 $2.2M 0.13% NEW $81.97 +58.1%
156 COMT ISHARES U S ETF TR 89,180.0 $2.2M 0.13% NEW $24.89 +40.6%
157 DIS DISNEY WALT CO Communication Services 19,507.0 $2.2M 0.13% NEW $113.77 -9.5%
158 TLT ISHARES TR 25,448.0 $2.2M 0.13% NEW $87.16 -2.8%
159 CSCO CISCO SYS INC Technology 27,788.0 $2.1M 0.12% NEW $77.03 +56.3%
160 COST COSTCO WHSL CORP NEW Consumer Defensive 2,467.0 $2.1M 0.12% NEW $862.46 +19.2%
Page 8 of 23  ·  448 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 23.9%
Financial Services 17.4%
Basic Materials 15.1%
Communication Services 11.3%
Industrials 8.3%
Energy 7.6%
Consumer Cyclical 7.1%
Healthcare 4.0%
Consumer Defensive 3.2%
Utilities 1.2%