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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 22 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SHV ISHARES TR 2,201.0 $243K 0.01% -300.0 -12.0% $110.39 -0.1%
422 AXP AMERICAN EXPRESS CO Financial Services 801.0 $242K 0.01% +191.0 +31.3% $302.48 +3.1%
423 SPHQ INVESCO EXCHANGE TRADED FD T 3,143.0 $236K 0.01% NEW $75.19 +12.6%
424 CEMB ISHARES INC 5,209.0 $236K 0.01% NEW $45.28 +0.6%
425 RYANAIR HOLDINGS PLC 4,054.0 $234K 0.01% +823.0 +25.5% $57.80
426 EJAN INNOVATOR ETFS TRUST 6,898.0 $234K 0.01% -482.0 -6.5% $33.93 +5.0%
427 INNOVATOR ETFS TRUST 11,377.0 $234K 0.01% $20.54
428 DVN DEVON ENERGY CORP NEW Energy 4,641.0 $234K 0.01% NEW $50.32 -6.2%
429 SAP SAP SE Technology 1,328.0 $227K 0.01% +409.0 +44.5% $171.21 +2.8%
430 EJUL INNOVATOR ETFS TRUST 7,607.0 $227K 0.01% -434.0 -5.4% $29.89 +3.5%
431 INNOVATOR ETFS TRUST 8,490.0 $227K 0.01% $26.75
432 ARKQ ARK ETF TR 2,014.0 $226K 0.01% $112.45 +21.2%
433 IWB ISHARES TR 635.0 $226K 0.01% -436.0 -40.7% $356.56 +14.0%
434 UFO PROCURE ETF TRUST II 5,026.0 $225K 0.01% NEW $44.81 +38.1%
435 TGT TARGET CORP Consumer Defensive 1,841.0 $223K 0.01% NEW $121.20 +3.6%
436 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,136.0 $223K 0.01% $196.04 +3.8%
437 VB VANGUARD INDEX FDS 843.0 $221K 0.01% -40.0 -4.5% $261.92 +10.4%
438 AVUV AMERICAN CENTY ETF TR 1,974.0 $218K 0.01% $110.49 +8.6%
439 USB US BANCORP Financial Services 4,179.0 $217K 0.01% +177.0 +4.4% $52.01 +5.4%
440 HMC HONDA MOTOR CO LTD Consumer Cyclical 8,869.0 $216K 0.01% NEW $24.31 +8.9%
Page 22 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%