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Portfolio (Quarterly) Guide ↗

SteelPeak Wealth, LLC

· CIK 0001801868
13F Portfolio $3.3B AUM 575 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 130 New 219 Added 169 Reduced 89 Exited
Page 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AOA ISHARES TR 44,938.0 $4.0M 0.12% +2K +5.1% $88.49 +9.3%
82 MET METLIFE INC Financial Services 55,998.0 $4.0M 0.12% +17K +43.0% $70.72 +18.9%
83 AMLP ALPS ETF TR 74,881.0 $3.9M 0.12% +2K +2.3% $52.64 +3.6%
84 EQT EQT CORP Energy 61,254.0 $3.9M 0.12% +624.0 +1.0% $63.64 -9.0%
85 DIS DISNEY WALT CO Communication Services 39,682.0 $3.8M 0.12% +26K +181.9% $96.38 +6.9%
86 EBAY EBAY INC. Consumer Cyclical 40,971.0 $3.7M 0.11% +9K +27.2% $91.02 +27.2%
87 MPC MARATHON PETE CORP Energy 15,265.0 $3.7M 0.11% +1K +7.1% $244.18 +4.3%
88 DHI D R HORTON INC Consumer Cyclical 27,015.0 $3.7M 0.11% +9K +46.5% $137.22 +4.7%
89 SYF SYNCHRONY FINANCIAL Financial Services 54,274.0 $3.7M 0.11% +3K +5.6% $68.02 +5.6%
90 GEV GE VERNOVA INC Utilities 4,210.0 $3.7M 0.11% +3K +304.0% $873.11 +19.0%
91 GL GLOBE LIFE INC Financial Services 26,069.0 $3.6M 0.11% +7K +34.8% $139.17 +12.3%
92 HOOD ROBINHOOD MKTS INC Financial Services 49,839.0 $3.5M 0.10% +17K +52.6% $69.30 +6.3%
93 PYLD PIMCO ETF TR 128,411.0 $3.4M 0.10% +107K +512.8% $26.20 +0.5%
94 ORCL ORACLE CORP Technology 22,522.0 $3.3M 0.10% +12K +115.1% $147.11 +30.6%
95 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,701.0 $3.3M 0.10% +1K +16.2% $338.89 +19.4%
96 PANW PALO ALTO NETWORKS INC Technology 20,481.0 $3.3M 0.10% +2K +12.3% $160.32 +62.5%
97 UNP UNION PAC CORP Industrials 12,982.0 $3.1M 0.10% +11K +701.4% $242.62 +9.6%
98 DG DOLLAR GEN CORP Consumer Defensive 26,268.0 $3.1M 0.10% +24K +983.7% $118.73 -11.0%
99 CCJ CAMECO CORP Energy 28,004.0 $3.0M 0.09% +2K +9.5% $108.61 -3.6%
100 RSP INVESCO EXCHANGE TRADED FD T 15,559.0 $3.0M 0.09% +10K +190.4% $191.92 +7.6%
Page 5 of 11  ·  219 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 39.7%
Financial Services 16.0%
Communication Services 11.6%
Consumer Cyclical 10.3%
Healthcare 8.3%
Industrials 4.3%
Consumer Defensive 3.6%
Energy 2.6%
Basic Materials 2.1%
Utilities 0.9%