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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLO VALERO ENERGY CORP Energy 1,267.0 $313K 0.01% NEW $247.08 -0.0%
82 MAC MACERICH CO Real Estate 15,740.0 $297K 0.01% NEW $18.90 +17.3%
83 PR PERMIAN RESOURCES CORP Energy 13,854.0 $295K 0.01% NEW $21.32 -4.1%
84 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,039.0 $293K 0.01% NEW $282.37 +22.7%
85 AXON AXON ENTERPRISE INC Industrials 674.0 $286K 0.01% NEW $424.61 -9.1%
86 NEE CALL NEXTERA ENERGY INC Utilities 3,000.0 $279K 0.01% NEW $92.88 -4.7%
87 NVS NOVARTIS AG Healthcare 1,806.0 $276K 0.01% NEW $152.71 -0.5%
88 NTSI WISDOMTREE TR 6,220.0 $274K 0.01% NEW $44.01 +6.0%
89 BKSY BLACKSKY TECHNOLOGY INC Technology 10,802.0 $272K 0.01% NEW $25.16 +90.3%
90 SAN BANCO SANTANDER SA Financial Services 23,999.0 $271K 0.01% NEW $11.28 +6.7%
91 CVX CALL CHEVRON CORPORATION Energy 1,300.0 $269K 0.01% NEW $206.90 -7.5%
92 JNJ CALL JOHNSON & JOHNSON Healthcare 1,100.0 $269K 0.01% NEW $244.44 -4.1%
93 VRTX VERTEX PHARMACEUTICALS INC Healthcare 602.0 $269K 0.01% NEW $446.54 -2.7%
94 VNO VORNADO RLTY TR Real Estate 10,305.0 $268K 0.01% NEW $25.99 +23.0%
95 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,303.0 $267K 0.01% NEW $80.95 -1.8%
96 BOTZ GLOBAL X FDS 7,638.0 $254K 0.01% NEW $33.22 +21.3%
97 HPQ HP INC Technology 12,990.0 $254K 0.01% NEW $19.52 +29.3%
98 APLD APPLIED DIGITAL CORP Technology 10,121.0 $240K 0.01% NEW $23.74 +93.2%
99 CLOA BLACKROCK ETF TRUST II 4,465.0 $231K 0.01% NEW $51.84 +0.3%
100 RRX REGAL REXNORD CORPORATION Industrials 1,226.0 $230K 0.01% NEW $187.67 +7.0%
Page 5 of 7  ·  130 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%