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Portfolio (Quarterly) Guide ↗

Realta Investment Advisors

· CIK 0001776792
13F Portfolio $288M AUM 367 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 64 New 91 Added 109 Reduced 40 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 2,209.0 $1.9M 0.67% -373.0 -14.4% $872.90 +27.1%
22 VTI VANGUARD INDEX FDS 5,412.0 $1.7M 0.60% -296.0 -5.2% $320.81 +15.3%
23 CAT CATERPILLAR INC Industrials 2,448.0 $1.7M 0.60% -366.0 -13.0% $708.51 +39.1%
24 JPM JPMORGAN CHASE & CO Financial Services 5,691.0 $1.7M 0.58% -1K -15.9% $294.16 +10.6%
25 XLY SELECT SECTOR SPDR TR 13,939.0 $1.5M 0.53% -4K -22.1% $108.98 +7.5%
26 ANET ARISTA NETWORKS INC Technology 11,577.0 $1.4M 0.49% -456.0 -3.8% $122.78 +38.2%
27 GS GOLDMAN SACHS GROUP INC Financial Services 1,623.0 $1.4M 0.48% -50.0 -3.0% $845.99 +29.6%
28 B BARRICK MNG CORP Basic Materials 31,950.0 $1.3M 0.45% -9K -22.2% $40.74 -1.0%
29 SLV ISHARES SILVER TR Financial Services 18,872.0 $1.3M 0.45% -2K -11.1% $68.14 -12.7%
30 PWR QUANTA SVCS INC Industrials 2,340.0 $1.3M 0.45% -174.0 -6.9% $549.02 +27.9%
31 IWF ISHARES TR 2,883.0 $1.2M 0.43% -74.0 -2.5% $426.42 -71.1%
32 KLAC KLA CORP Technology 759.0 $1.1M 0.39% -76.0 -9.1% $1472.41 -82.4%
33 NEM NEWMONT CORP Basic Materials 9,923.0 $1.1M 0.37% -3K -20.9% $108.25 -4.1%
34 J P MORGAN EXCHANGE TRADED F 20,426.0 $1.0M 0.36% -247.0 -1.2% $50.61
35 TJX TJX COS INC NEW Consumer Cyclical 6,336.0 $1.0M 0.35% -302.0 -4.5% $159.70 +2.6%
36 PNC PNC FINL SVCS GROUP INC Financial Services 4,823.0 $1.0M 0.35% -596.0 -11.0% $208.11 +11.5%
37 DE DEERE & CO Industrials 1,770.0 $997K 0.35% -286.0 -13.9% $563.30 +4.6%
38 VUG VANGUARD INDEX FDS 1,939.0 $847K 0.29% -949.0 -32.9% $436.79 -80.1%
39 ETN EATON CORP PLC Industrials 2,324.0 $831K 0.29% -48.0 -2.0% $357.67 +17.9%
40 MISL FIRST TR EXCHANGE-TRADED FD 17,877.0 $799K 0.28% -1K -5.5% $44.71 +3.8%
Page 2 of 6  ·  109 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 39.4%
Financial Services 15.3%
Consumer Cyclical 10.7%
Communication Services 10.0%
Basic Materials 9.0%
Industrials 6.2%
Energy 3.4%
Consumer Defensive 2.7%
Healthcare 1.6%
Utilities 1.6%