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Portfolio (Quarterly) Guide ↗

Realta Investment Advisors

· CIK 0001776792
13F Portfolio $322M AUM 378 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 111 Added 110 Reduced 43 Exited
Page 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 1,643.0 $1.7M 0.52% +20.0 +1.2% $1011.37 +3.9%
22 IWF ISHARES TR 12,754.0 $1.6M 0.49% +10K +342.4% $124.17 +0.7%
23 AXP AMERICAN EXPRESS CO Financial Services 4,594.0 $1.6M 0.48% +419.0 +10.0% $338.25 -0.6%
24 VUG VANGUARD INDEX FDS 18,009.0 $1.6M 0.48% +16K +828.8% $86.14 +3.2%
25 GE GE AEROSPACE Industrials 4,001.0 $1.5M 0.47% +458.0 +12.9% $373.73 -1.2%
26 BK BANK OF NY MELLON CORP Financial Services 9,894.0 $1.4M 0.45% +300.0 +3.1% $144.61 -0.6%
27 PNC PNC FINL SVCS GROUP INC Financial Services 5,349.0 $1.3M 0.41% +526.0 +10.9% $246.24 +3.4%
28 DE DEERE & CO Industrials 2,049.0 $1.3M 0.40% +279.0 +15.8% $634.33 -5.4%
29 XLRE SELECT SECTOR SPDR TR 27,401.0 $1.2M 0.38% +20K +250.7% $44.03 +1.8%
30 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,725.0 $1.2M 0.37% +317.0 +13.2% $437.64 -17.6%
31 PM PHILIP MORRIS INTL INC Consumer Defensive 6,493.0 $1.2M 0.36% +5K +301.6% $180.90 +2.0%
32 OKE ONEOK INC NEW Energy 13,100.0 $1.1M 0.35% +589.0 +4.7% $86.94 +9.6%
33 J P MORGAN EXCHANGE TRADED F 22,442.0 $1.1M 0.35% +2K +9.9% $50.57
34 BA BOEING CO Industrials 5,111.0 $1.1M 0.34% +395.0 +8.4% $216.47 +4.4%
35 SLV ISHARES SILVER TR Financial Services 20,666.0 $1.1M 0.34% +2K +9.5% $53.47 +11.4%
36 BUXX EA SERIES TRUST 53,951.0 $1.1M 0.34% +5K +9.8% $20.24 +0.0%
37 ETN EATON CORP PLC Industrials 2,555.0 $1.1M 0.34% +231.0 +9.9% $426.12 +6.9%
38 TJX TJX COS INC NEW Consumer Cyclical 7,122.0 $1.1M 0.34% +786.0 +12.4% $151.50 -0.4%
39 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 10,920.0 $1.0M 0.33% +125.0 +1.2% $96.12 -52.6%
40 VST VISTRA CORP Utilities 6,171.0 $979K 0.30% +983.0 +18.9% $158.63 -7.9%
Page 2 of 6  ·  111 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
Technology 43.7%
Financial Services 13.8%
Consumer Cyclical 10.4%
Communication Services 9.1%
Industrials 7.4%
Basic Materials 6.5%
Consumer Defensive 2.9%
Healthcare 2.3%
Energy 2.1%
Utilities 1.8%