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Portfolio (Quarterly) Guide ↗

SteelPeak Wealth, LLC

· CIK 0001801868
13F Portfolio $3.9B AUM 643 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 244 Added 203 Reduced 71 Exited
Page 6 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 12,636.0 $2.4M 0.06% +3K +38.0% $189.74 +11.7%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 13,033.0 $2.4M 0.06% +708.0 +5.7% $182.38 +6.4%
103 PULS PGIM ETF TR 45,732.0 $2.3M 0.06% +33K +249.5% $49.71 -0.1%
104 ETN EATON CORP PLC Industrials 4,873.0 $2.1M 0.05% +3K +127.8% $426.16 -1.6%
105 XLE SELECT SECTOR SPDR TR 38,892.0 $2.1M 0.05% +16K +71.8% $53.11 +17.5%
106 FDX FEDEX CORP Industrials 6,391.0 $2.0M 0.05% +396.0 +6.6% $314.37 +6.9%
107 KGC KINROSS GOLD CORP Basic Materials 84,600.0 $2.0M 0.05% +10K +14.1% $23.62 +36.8%
108 TER TERADYNE INC Technology 4,019.0 $1.9M 0.05% +2K +60.8% $483.84 -25.0%
109 MELI MERCADOLIBRE INC Consumer Cyclical 1,136.0 $1.9M 0.05% +403.0 +55.0% $1697.39 +14.9%
110 JEPI J P MORGAN EXCHANGE TRADED F 34,091.0 $1.9M 0.05% +3K +9.1% $56.48 +3.0%
111 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,149.0 $1.9M 0.05% +35.0 +0.8% $459.13 +19.8%
112 ACN ACCENTURE PLC IRELAND Technology 14,929.0 $1.9M 0.05% +2K +12.8% $124.44 +45.8%
113 AAPL CALL APPLE INC Technology 6,400.0 $1.9M 0.05% +1K +18.5% $289.36 +8.3%
114 MSI MOTOROLA SOLUTIONS INC Technology 4,288.0 $1.8M 0.05% +4K +816.2% $416.49 +17.0%
115 VB VANGUARD INDEX FDS 5,854.0 $1.8M 0.05% +1K +22.1% $303.12 +0.3%
116 NEBIUS GROUP N.V. 5,886.0 $1.6M 0.04% +391.0 +7.1% $276.17
117 NOW SERVICENOW INC Technology 16,193.0 $1.6M 0.04% +3K +25.8% $99.28 +26.7%
118 CMDY ISHARES U S ETF TR 28,480.0 $1.6M 0.04% +2K +9.5% $55.23 +12.6%
119 WM WASTE MGMT INC DEL Industrials 6,970.0 $1.6M 0.04% +112.0 +1.6% $222.90 -0.7%
120 FLOT ISHARES TR 30,059.0 $1.5M 0.04% +10K +46.4% $51.05 -0.0%
Page 6 of 13  ·  244 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 14.7%
Consumer Cyclical 10.8%
Communication Services 10.6%
Healthcare 7.6%
Industrials 4.2%
Consumer Defensive 3.4%
Energy 2.0%
Basic Materials 1.3%
Utilities 0.9%