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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 8 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 V VISA INC Financial Services 9,149.0 $2.8M 0.15% +5K +123.6% $302.23 +8.8%
142 COP CONOCOPHILLIPS Energy 20,891.0 $2.8M 0.15% +859.0 +4.3% $132.00 -8.7%
143 GREK GLOBAL X FDS 42,748.0 $2.7M 0.14% +2K +5.3% $63.87 +10.4%
144 EFA ISHARES TR 27,940.0 $2.7M 0.14% -198.0 -0.7% $97.13 +7.1%
145 BTAL AGF INVTS TR 191,973.0 $2.7M 0.14% NEW $13.96 -12.6%
146 COMT ISHARES U S ETF TR 78,665.0 $2.7M 0.14% -11K -11.8% $33.81 +3.5%
147 BCI ABRDN ETFS 109,419.0 $2.7M 0.14% +17K +18.2% $24.29 +2.7%
148 OEF ISHARES TR 8,095.0 $2.6M 0.14% -44K -84.5% $318.09 +16.7%
149 AMGN AMGEN INC Healthcare 6,992.0 $2.5M 0.13% +595.0 +9.3% $351.85 -3.6%
150 GM GENERAL MTRS CO Consumer Cyclical 32,878.0 $2.4M 0.13% -25K -42.7% $74.50 +5.8%
151 CSCO CISCO SYS INC Technology 31,481.0 $2.4M 0.13% +4K +13.3% $77.59 +55.2%
152 BLACKROCK ETF TRUST 84,293.0 $2.4M 0.13% NEW $28.68
153 CAT CATERPILLAR INC Industrials 3,397.0 $2.4M 0.13% -7K -68.1% $708.46 +24.2%
154 TMET ISHARES U S ETF TR 78,110.0 $2.4M 0.12% NEW $30.17 +7.0%
155 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,350.0 $2.3M 0.12% -117.0 -4.7% $996.58 +3.2%
156 RING ISHARES INC 28,874.0 $2.3M 0.12% NEW $78.98 -6.0%
157 IEF ISHARES TR 23,791.0 $2.3M 0.12% -2K -7.3% $95.44 -1.6%
158 LIN LINDE PLC Basic Materials 4,525.0 $2.2M 0.12% +962.0 +27.0% $495.76 +4.4%
159 FDX FEDEX CORP Industrials 6,273.0 $2.2M 0.12% -274.0 -4.2% $356.18 +10.7%
160 MA MASTERCARD INCORPORATED Financial Services 4,434.0 $2.2M 0.12% +850.0 +23.7% $499.71 -0.2%
Page 8 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%