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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 6 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WLK WESTLAKE CORPORATION Basic Materials 45,296.0 $5.3M 0.28% NEW $116.82 -24.2%
102 SU SUNCOR ENERGY INC NEW Energy 78,784.0 $5.2M 0.28% NEW $66.11 +1.9%
103 TSLA TESLA INC Consumer Cyclical 13,869.0 $5.2M 0.27% -11K -43.4% $371.76 +14.6%
104 SCHG SCHWAB STRATEGIC TR 173,916.0 $5.1M 0.27% +3K +1.9% $29.13 +18.0%
105 BLACKROCK ETF TRUST 184,929.0 $5.0M 0.27% NEW $27.29
106 POCT INNOVATOR ETFS TRUST 113,792.0 $4.9M 0.26% -1K -1.2% $43.11 +6.8%
107 CQQQ INVESCO EXCH TRADED FD TR II 104,490.0 $4.8M 0.26% -102K -49.5% $46.02 +14.7%
108 BALT INNOVATOR ETFS TRUST 141,974.0 $4.8M 0.25% $33.47 +1.9%
109 PAAS PAN AMERN SILVER CORP Basic Materials 83,382.0 $4.6M 0.24% NEW $54.63 -1.3%
110 GLD SPDR GOLD TR Financial Services 9,818.0 $4.2M 0.22% -4K -26.4% $430.29 -3.8%
111 SMMD ISHARES TR 54,231.0 $4.1M 0.22% +9K +20.2% $76.35 +14.0%
112 ZIG ETF SER SOLUTIONS 105,273.0 $4.1M 0.22% +5K +4.9% $38.89 +1.7%
113 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 21,246.0 $4.0M 0.21% NEW $189.05 +26.9%
114 VXUS VANGUARD STAR FDS 50,846.0 $3.9M 0.21% +14K +37.1% $77.11 +9.5%
115 SFLR INNOVATOR ETFS TRUST 110,674.0 $3.9M 0.21% -10K -8.3% $35.41 +8.2%
116 META META PLATFORMS INC Communication Services 6,848.0 $3.9M 0.21% +617.0 +9.9% $572.15 +6.7%
117 IAU ISHARES GOLD TR Financial Services 44,414.0 $3.9M 0.21% -126K -74.0% $88.16 -3.8%
118 SPYM SPDR SERIES TRUST 50,982.0 $3.9M 0.21% -1K -2.2% $76.54 +14.6%
119 AVGO BROADCOM INC Technology 12,538.0 $3.9M 0.21% -7K -36.4% $309.50 +33.8%
120 AFL AFLAC INC Financial Services 34,626.0 $3.8M 0.20% +2K +6.8% $109.71 +7.4%
Page 6 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%