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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 33,188.0 $3.0M 0.09% +11K +52.5% $89.59 +15.1%
102 TPR TAPESTRY INC Consumer Cyclical 20,705.0 $2.9M 0.09% +6K +41.9% $141.11 -1.9%
103 GPC GENUINE PARTS CO Consumer Cyclical 26,671.0 $2.8M 0.09% +10K +61.4% $106.80 -8.4%
104 CI THE CIGNA GROUP Healthcare 10,466.0 $2.8M 0.09% +4K +72.5% $266.75 +7.3%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 13,724.0 $2.8M 0.09% +756.0 +5.8% $202.98 -13.3%
106 PFM INVESCO EXCHANGE TRADED FD T 53,914.0 $2.8M 0.08% +45K +497.3% $51.09 +7.7%
107 VICI VICI PPTYS INC Real Estate 100,701.0 $2.8M 0.08% +40K +66.0% $27.32 +4.3%
108 AIG AMERICAN INTL GROUP INC Financial Services 35,679.0 $2.7M 0.08% +13K +55.1% $75.25 +2.4%
109 EME EMCOR GROUP INC Industrials 3,598.0 $2.7M 0.08% +165.0 +4.8% $738.32 +15.0%
110 NVDA CALL NVIDIA CORPORATION Technology 14,800.0 $2.6M 0.08% +7K +85.0% $174.40 +23.5%
111 VLUE ISHARES TR 17,556.0 $2.5M 0.08% +5K +35.4% $142.19 +31.7%
112 AVAV AEROVIRONMENT INC Industrials 13,417.0 $2.5M 0.07% +2K +12.9% $183.05 -4.8%
113 FSLR FIRST SOLAR INC Energy 12,248.0 $2.4M 0.07% +1K +10.6% $197.26 +30.7%
114 APH AMPHENOL CORP Technology 18,990.0 $2.4M 0.07% +1K +6.1% $126.59 +4.3%
115 DUOL DUOLINGO INC Technology 24,002.0 $2.4M 0.07% +6K +33.3% $98.57 +8.2%
116 META CALL META PLATFORMS INC Communication Services 4,100.0 $2.3M 0.07% +2K +105.0% $572.13 +6.7%
117 IBIT ISHARES BITCOIN TRUST ETF Financial Services 57,040.0 $2.2M 0.07% +19K +49.9% $38.42 +11.8%
118 LQD ISHARES TR 19,216.0 $2.1M 0.06% +214.0 +1.1% $108.99 -0.6%
119 PM PHILIP MORRIS INTL INC Consumer Defensive 12,325.0 $2.1M 0.06% +4K +49.5% $166.76 +13.3%
120 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,114.0 $2.0M 0.06% +513.0 +14.2% $484.90 +7.2%
Page 6 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%