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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 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SSRM SSR MINING IN Basic Materials 21,869.0 $642K 0.03% -4K -15.8% $29.37 +1.2%
82 BMAR INNOVATOR ETFS TRUST 11,908.0 $625K 0.03% -745.0 -5.9% $52.49 +8.9%
83 KO COCA COLA CO Consumer Defensive 8,056.0 $613K 0.03% -22K -72.8% $76.05 +7.1%
84 STRL STERLING INFRASTRUCTURE INC Industrials 1,487.0 $606K 0.03% -212.0 -12.5% $407.27 +80.0%
85 TTMI TTM TECHNOLOGIES INC Technology 6,117.0 $596K 0.03% -2K -25.3% $97.42 +94.9%
86 KGC KINROSS GOLD CORP Basic Materials 19,117.0 $583K 0.03% -604.0 -3.1% $30.52 -7.3%
87 FTCS FIRST TR EXCHANGE-TRADED FD 6,119.0 $568K 0.03% -128.0 -2.0% $92.76 +1.9%
88 IJH ISHARES TR 8,132.0 $549K 0.03% -1K -11.1% $67.53 +8.8%
89 IYW ISHARES TR 2,838.0 $515K 0.03% -28K -90.7% $181.42 +33.3%
90 CDE COEUR MNG INC Basic Materials 26,272.0 $493K 0.03% -6K -19.8% $18.77 -6.1%
91 INNOVATOR ETFS TRUST 16,252.0 $471K 0.03% -547.0 -3.3% $29.00
92 BNOV INNOVATOR ETFS TRUST 10,906.0 $469K 0.03% -958.0 -8.1% $43.02 +10.3%
93 KJAN INNOVATOR ETFS TRUST 11,222.0 $468K 0.03% -1K -9.2% $41.72 +7.1%
94 VTV VANGUARD INDEX FDS 2,294.0 $450K 0.02% -782.0 -25.4% $196.18 +7.5%
95 UMAR INNOVATOR ETFS TRUST 11,313.0 $450K 0.02% -400.0 -3.4% $39.74 +5.6%
96 INNOVATOR ETFS TRUST 16,191.0 $430K 0.02% -1K -6.9% $26.55
97 SMH VANECK ETF TRUST 1,116.0 $428K 0.02% -239.0 -17.6% $383.40 +50.3%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 1,696.0 $411K 0.02% -7K -81.5% $242.43 +4.7%
99 NJAN INNOVATOR ETFS TRUST 7,694.0 $411K 0.02% -1K -13.1% $53.37 +9.7%
100 ICVT ISHARES TR 4,031.0 $410K 0.02% -2K -27.7% $101.79 +16.3%
Page 5 of 7  ·  140 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%