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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 14 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APP APPLOVIN CORP Technology 1,814.0 $722K 0.04% +773.0 +74.3% $398.00 +21.0%
262 TJUL INNOVATOR ETFS TRUST 24,210.0 $711K 0.04% -1K -4.0% $29.36 +2.8%
263 OKTA OKTA INC Technology 9,030.0 $711K 0.04% NEW $78.71 +17.2%
264 TIGO MILLICOM INTL CELLULAR S A Communication Services 9,409.0 $705K 0.04% NEW $74.94 +14.5%
265 NJUL INNOVATOR ETFS TRUST 9,818.0 $701K 0.04% -227.0 -2.3% $71.41 +7.6%
266 CLS CELESTICA INC Technology 2,473.0 $697K 0.04% +773.0 +45.5% $281.68 +30.4%
267 KLAC KLA CORP Technology 469.0 $690K 0.04% +24.0 +5.4% $1471.61 +28.3%
268 POWL POWELL INDS INC Industrials 1,255.0 $679K 0.04% NEW $541.08 -48.4%
269 W WAYFAIR INC Consumer Cyclical 9,028.0 $679K 0.04% +4K +81.7% $75.21 -10.8%
270 EAT BRINKER INTL INC Consumer Cyclical 4,748.0 $678K 0.04% NEW $142.77 -3.8%
271 SIL GLOBAL X FDS 7,525.0 $678K 0.04% -523.0 -6.5% $90.08 -2.2%
272 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 53,200.0 $677K 0.04% +7K +15.9% $12.72 +5762.4%
273 MFC MANULIFE FINL CORP Financial Services 19,392.0 $668K 0.04% +4K +22.4% $34.44 +11.9%
274 ABBV ABBVIE INC Healthcare 3,065.0 $667K 0.04% -6K -65.6% $217.49 -0.8%
275 BLBD BLUE BIRD CORP Consumer Cyclical 11,657.0 $662K 0.04% NEW $56.79 +16.7%
276 USFR WISDOMTREE TR 12,937.0 $651K 0.04% $50.34 +0.2%
277 SSRM SSR MINING IN Basic Materials 21,869.0 $642K 0.03% -4K -15.8% $29.37 +1.2%
278 BJAN INNOVATOR ETFS TRUST 11,881.0 $634K 0.03% +3K +41.3% $53.33 +9.7%
279 EZPW EZCORP INC Financial Services 24,939.0 $633K 0.03% NEW $25.38 +33.1%
280 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,662.0 $625K 0.03% +3K +105.4% $93.87 +132.7%
Page 14 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%