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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 20 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWD ISHARES TR 1,437.0 $307K 0.02% -382.0 -21.0% $213.67 +10.6%
382 PJUN INNOVATOR ETFS TRUST 7,326.0 $306K 0.02% $41.83 +3.5%
383 GEV GE VERNOVA INC Utilities 351.0 $306K 0.02% -4K -91.5% $872.91 +19.0%
384 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,364.0 $303K 0.02% +935.0 +27.3% $69.37 +20.3%
385 VO VANGUARD INDEX FDS 1,054.0 $303K 0.02% +213.0 +25.3% $287.18 -72.8%
386 UMC UNITED MICROELECTRONICS CORP Technology 33,538.0 $301K 0.02% +8K +30.8% $8.98 +102.9%
387 BSEP INNOVATOR ETFS TRUST 6,150.0 $296K 0.02% $48.08 +8.6%
388 SNY SANOFI SA Healthcare 6,027.0 $290K 0.01% +2K +37.0% $48.18 -8.1%
389 LGLV SPDR SERIES TRUST 1,628.0 $290K 0.01% +9.0 +0.6% $178.13 +1.1%
390 VZ VERIZON COMMUNICATIONS INC Communication Services 5,733.0 $288K 0.01% +290.0 +5.3% $50.20 -3.7%
391 TROW PRICE T ROWE GROUP INC Financial Services 3,162.0 $285K 0.01% -2K -37.0% $90.14 +14.7%
392 BJUN INNOVATOR ETFS TRUST 6,155.0 $285K 0.01% $46.25 +5.6%
393 MO ALTRIA GROUP INC Consumer Defensive 4,301.0 $284K 0.01% +334.0 +8.4% $65.99 +12.0%
394 TJX TJX COS INC NEW Consumer Cyclical 1,776.0 $284K 0.01% +311.0 +21.2% $159.70 -0.9%
395 ET ENERGY TRANSFER L P Energy 14,693.0 $284K 0.01% +1K +9.3% $19.30 +4.0%
396 DFAC DIMENSIONAL ETF TRUST 7,221.0 $281K 0.01% -3K -29.7% $38.86 +12.2%
397 BAPR INNOVATOR ETFS TRUST 5,727.0 $281K 0.01% -424.0 -6.9% $48.98 +7.9%
398 SBUX STARBUCKS CORP Consumer Cyclical 3,122.0 $280K 0.01% -2K -39.5% $89.59 +15.1%
399 VRTX VERTEX PHARMACEUTICALS INC Healthcare 620.0 $277K 0.01% +27.0 +4.5% $446.54 -2.7%
400 SKYY FIRST TR EXCHANGE-TRADED FD 2,517.0 $275K 0.01% $109.36 +21.6%
Page 20 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%