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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 2 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 258,483.0 $19.2M 1.02% +16K +6.6% $74.35 +6.2%
22 IAUX I-80 GOLD CORP Basic Materials 11,718,501.0 $17.8M 0.94% +2.7M +29.3% $1.52 -2.0%
23 XLC SELECT SECTOR SPDR TR 158,772.0 $17.6M 0.93% -45K -22.0% $110.86 +4.7%
24 MSFT MICROSOFT CORP Technology 44,528.0 $16.5M 0.88% +2K +4.6% $370.17 +13.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 25,102.0 $16.3M 0.87% +8K +42.8% $650.33 +14.2%
26 IUSV ISHARES TR 155,090.0 $15.9M 0.84% -76K -32.8% $102.25 +7.0%
27 BAI BLACKROCK ETF TRUST 474,421.0 $15.6M 0.83% +182K +62.5% $32.95 +44.2%
28 SHEL SHELL PLC Energy 162,042.0 $15.1M 0.80% +157K +3201.6% $93.00 -6.8%
29 TOTALENERGIES SE 159,648.0 $14.5M 0.77% NEW $90.98
30 EQNR EQUINOR ASA Energy 342,542.0 $14.5M 0.77% NEW $42.20 -8.4%
31 PBR PETROLEO BRASILEIRO S A Energy 694,853.0 $14.4M 0.77% NEW $20.75 -3.5%
32 TLH ISHARES TR 141,525.0 $14.3M 0.76% +13K +9.7% $100.72 -2.4%
33 MBB ISHARES TR 150,076.0 $14.2M 0.76% +15K +11.5% $94.95 -1.1%
34 XLI SELECT SECTOR SPDR TR 85,280.0 $13.8M 0.73% -8K -8.8% $161.73 +5.4%
35 GRUPO CIBEST SA 189,159.0 $13.8M 0.73% NEW $72.81
36 BIL SPDR SERIES TRUST 148,083.0 $13.6M 0.72% +16K +11.9% $91.64 -0.1%
37 QUAL ISHARES TR 69,242.0 $13.3M 0.70% +5K +7.3% $191.81 +10.9%
38 XLU SELECT SECTOR SPDR TR 287,043.0 $13.2M 0.70% +144K +100.6% $45.89 -1.9%
39 DVYE ISHARES INC 357,006.0 $12.3M 0.65% -39K -9.9% $34.38 -0.3%
40 QID PROSHARES TR 527,955.0 $12.0M 0.64% NEW $22.66 -34.8%
Page 2 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%