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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 4 of 19  ·  367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEFA ISHARES TR 13,234.0 $1.2M 0.42% +338.0 +2.6% $90.53 +7.5%
62 IWM ISHARES TR 4,818.0 $1.2M 0.41% $248.02 +19.2%
63 AMGN AMGEN INC Healthcare 3,298.0 $1.2M 0.40% NEW $351.88 -4.1%
64 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,408.0 $1.1M 0.40% NEW $474.56 -25.2%
65 BK BANK NEW YORK MELLON CORP Financial Services 9,594.0 $1.1M 0.40% +625.0 +7.0% $118.63 +20.1%
66 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,913.0 $1.1M 0.39% NEW $290.46 -3.5%
67 OKE ONEOK INC NEW Energy 12,511.0 $1.1M 0.39% NEW $90.39 -5.9%
68 KLAC KLA CORP Technology 759.0 $1.1M 0.39% -76.0 -9.1% $1472.41 -82.4%
69 CDNS CADENCE DESIGN SYSTEM INC Technology 3,942.0 $1.1M 0.38% +299.0 +8.2% $277.87 +39.4%
70 NOC NORTHROP GRUMMAN CORP Industrials 1,599.0 $1.1M 0.38% NEW $682.25 -23.6%
71 NEM NEWMONT CORP Basic Materials 9,923.0 $1.1M 0.37% -3K -20.9% $108.25 -4.1%
72 GLD SPDR GOLD TR Financial Services 2,451.0 $1.1M 0.37% +1K +88.1% $430.29 -10.0%
73 J P MORGAN EXCHANGE TRADED F 20,426.0 $1.0M 0.36% -247.0 -1.2% $50.61
74 TJX TJX COS INC NEW Consumer Cyclical 6,336.0 $1.0M 0.35% -302.0 -4.5% $159.70 +2.6%
75 PFF ISHARES TR 33,196.0 $1.0M 0.35% $30.32 +3.0%
76 GE GE AEROSPACE Industrials 3,543.0 $1.0M 0.35% +470.0 +15.3% $283.77 +26.0%
77 PNC PNC FINL SVCS GROUP INC Financial Services 4,823.0 $1.0M 0.35% -596.0 -11.0% $208.11 +11.5%
78 DE DEERE & CO Industrials 1,770.0 $997K 0.35% -286.0 -13.9% $563.30 +4.6%
79 BUXX EA SERIES TRUST 49,155.0 $995K 0.34% +25K +106.7% $20.24 +0.0%
80 VLO VALERO ENERGY CORP Energy 3,977.0 $983K 0.34% $247.08 -4.4%
Page 4 of 19  ·  367 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%