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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EPD ENTERPRISE PRODS PARTNERS L Energy 10,802.0 $409K 0.02% -86.0 -0.8% $37.84 +4.7%
102 WFC WELLS FARGO & CO Financial Services 5,103.0 $406K 0.02% -4K -44.1% $79.61 -4.0%
103 DELL DELL TECHNOLOGIES INC Technology 2,419.0 $397K 0.02% -21.0 -0.9% $164.11 +79.9%
104 NULV NUSHARES ETF TR 8,443.0 $384K 0.02% -344.0 -3.9% $45.50 +11.3%
105 XUSP INNOVATOR ETFS TRUST 8,700.0 $384K 0.02% -1K -10.6% $44.16 +19.2%
106 GILD GILEAD SCIENCES INC Healthcare 2,732.0 $381K 0.02% -13K -82.5% $139.37 -3.6%
107 IWM ISHARES TR 1,526.0 $378K 0.02% -55.0 -3.5% $247.98 +15.0%
108 EWU ISHARES TR 8,043.0 $366K 0.02% -30K -79.1% $45.56 +3.4%
109 BJUL INNOVATOR ETFS TRUST 7,065.0 $351K 0.02% -98.0 -1.4% $49.69 +8.0%
110 SPEM SPDR INDEX SHS FDS 7,429.0 $349K 0.02% -1K -14.8% $46.91 +9.5%
111 NEE NEXTERA ENERGY INC Utilities 3,739.0 $347K 0.02% -844.0 -18.4% $92.88 -4.7%
112 DAL DELTA AIR LINES INC Industrials 5,212.0 $346K 0.02% -757.0 -12.7% $66.47 +14.5%
113 VYM VANGUARD WHITEHALL FDS 2,310.0 $342K 0.02% -545.0 -19.1% $148.10 +7.2%
114 TFJL INNOVATOR ETFS TRUST 17,277.0 $341K 0.02% -2K -10.7% $19.72 -2.7%
115 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,527.0 $335K 0.02% -481.0 -8.0% $60.65 -2.0%
116 ESGU ISHARES TR 2,292.0 $324K 0.02% -1K -38.1% $141.42 +15.1%
117 CVS CVS HEALTH CORP Healthcare 4,364.0 $313K 0.02% -19K -81.7% $71.82 +29.9%
118 ARCC ARES CAPITAL CORP Financial Services 17,195.0 $310K 0.02% -6K -27.1% $18.02 +3.2%
119 QCOM QUALCOMM INC Technology 2,397.0 $309K 0.02% -17.0 -0.7% $128.78 +84.9%
120 IWD ISHARES TR 1,437.0 $307K 0.02% -382.0 -21.0% $213.67 +10.6%
Page 6 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%