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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 5 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLACKROCK ETF TRUST 205,285.0 $6.7M 0.36% NEW $32.72
82 GOOG ALPHABET INC Communication Services 23,370.0 $6.7M 0.36% -67K -74.0% $286.86 +32.3%
83 IAGG ISHARES TR 133,372.0 $6.7M 0.35% +12K +10.3% $50.04 -0.0%
84 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 82,343.0 $6.6M 0.35% NEW $80.56 -13.5%
85 XLE SELECT SECTOR SPDR TR 105,904.0 $6.5M 0.34% +662.0 +0.6% $61.26 -2.9%
86 DC DAKOTA GOLD CORP Basic Materials 1,283,896.0 $6.5M 0.34% +111K +9.4% $5.05 +3.6%
87 BLCR BLACKROCK ETF TRUST 157,222.0 $6.5M 0.34% NEW $41.06 +20.9%
88 AMZN AMAZON COM INC Consumer Cyclical 30,035.0 $6.3M 0.33% -794.0 -2.6% $208.27 +27.9%
89 CE CELANESE CORP DEL Basic Materials 93,495.0 $6.1M 0.33% NEW $65.77 -20.3%
90 BINC BLACKROCK ETF TRUST II 117,094.0 $6.1M 0.32% -28K -19.0% $51.93 +0.5%
91 AA ALCOA CORP Basic Materials 90,896.0 $6.0M 0.32% -100K -52.5% $66.33 +7.6%
92 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 399,760.0 $6.0M 0.32% +90K +28.9% $15.05 -5.5%
93 IJR ISHARES TR 48,059.0 $6.0M 0.32% +37K +322.7% $124.31 +10.5%
94 CF CF INDUSTRIES HOLD Basic Materials 45,990.0 $6.0M 0.32% NEW $129.84 -6.3%
95 GOOGL ALPHABET INC Communication Services 20,740.0 $6.0M 0.32% $287.56 +33.2%
96 WDC WESTERN DIGITAL CORP Technology 21,828.0 $5.9M 0.31% NEW $270.49 +79.0%
97 AMAT APPLIED MATLS INC Technology 17,265.0 $5.9M 0.31% +4K +27.1% $341.79 +26.4%
98 UJUN INNOVATOR ETFS TRUST 150,081.0 $5.6M 0.30% -3K -2.0% $37.24 +3.7%
99 GLW CORNING INC Technology 40,673.0 $5.5M 0.29% NEW $135.97 +42.7%
100 BNDX VANGUARD CHARLOTTE FDS 112,161.0 $5.4M 0.29% +57K +102.7% $48.05 +0.0%
Page 5 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%