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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 12 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BILZ PIMCO ETF TR 9,910.0 $1.0M 0.05% -5K -35.4% $100.97 -0.1%
222 INDA ISHARES TR 20,804.0 $974K 0.05% NEW $46.84 +3.3%
223 PLTR PALANTIR TECHNOLOGIES INC Technology 6,608.0 $967K 0.05% -39K -85.5% $146.28 -6.4%
224 AMD ADVANCED MICRO DEVICES INC Technology 4,733.0 $963K 0.05% -19K -79.9% $203.44 +129.8%
225 VWO VANGUARD INTL EQUITY INDEX F 17,741.0 $959K 0.05% +3K +20.2% $54.05 +9.1%
226 INNOVATOR ETFS TRUST 37,277.0 $955K 0.05% -1K -2.8% $25.62
227 HYDB ISHARES TR 20,412.0 $950K 0.05% +2K +12.9% $46.52 +0.5%
228 PACS PACS GROUP INC Financial Services 29,463.0 $946K 0.05% $32.12 +17.5%
229 ACWI ISHARES TR 6,715.0 $929K 0.05% $138.36 +12.7%
230 HD HOME DEPOT INC Consumer Cyclical 2,815.0 $926K 0.05% +292.0 +11.6% $328.87 -4.8%
231 CVX CHEVRON CORPORATION Energy 4,429.0 $916K 0.05% -9K -68.1% $206.92 -7.5%
232 HYG ISHARES TR 11,410.0 $908K 0.05% -29K -71.5% $79.56 +0.4%
233 OCTH INNOVATOR ETFS TRUST 38,574.0 $906K 0.05% -1K -3.1% $23.48 +3.1%
234 USMV ISHARES TR 9,706.0 $900K 0.05% +736.0 +8.2% $92.74 +4.5%
235 NFLX NETFLIX INC. Communication Services 9,309.0 $895K 0.05% +3K +45.5% $96.15 -7.9%
236 MRK MERCK & CO INC Healthcare 7,293.0 $877K 0.05% +407.0 +5.9% $120.29 +1.8%
237 CRCL CIRCLE INTERNET GROUP INC Financial Services 8,944.0 $853K 0.04% NEW $95.41 +18.6%
238 BFEB INNOVATOR ETFS TRUST 17,588.0 $839K 0.04% +6K +56.6% $47.70 +9.6%
239 BAUG INNOVATOR ETFS TRUST 17,170.0 $839K 0.04% -1K -7.1% $48.85 +8.5%
240 EWA ISHARES INC 29,956.0 $832K 0.04% +17K +131.3% $27.76 +3.7%
Page 12 of 24  ·  472 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%