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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NTLA INTELLIA THERAPEUTICS INC Healthcare 17,198.0 $291K 0.01% NEW $16.92 -20.2%
102 NSP INSPERITY INC Industrials 7,038.0 $291K 0.01% NEW $41.31 +26.7%
103 TRFK PACER FDS TR 2,697.0 $288K 0.01% NEW $106.70 -13.5%
104 BHE BENCHMARK ELECTRS INC Technology 2,759.0 $273K 0.01% NEW $98.84 -27.3%
105 SWK STANLEY BLACK & DECKER INC Industrials 2,760.0 $260K 0.01% NEW $94.12 +4.6%
106 CMCSA COMCAST CORP NEW Communication Services 10,560.0 $259K 0.01% NEW $24.55 +10.4%
107 ALPHABET INC 5,000.0 $254K 0.01% NEW $50.89
108 IXN ISHARES TR 1,745.0 $252K 0.01% NEW $144.48 -4.3%
109 CVS CVS HEALTH CORP Healthcare 2,397.0 $248K 0.01% NEW $103.44 -10.2%
110 HRL HORMEL FOODS CORP Consumer Defensive 9,794.0 $243K 0.01% NEW $24.82 -4.2%
111 TER CALL TERADYNE INC Technology 500.0 $242K 0.01% NEW $483.84 -24.3%
112 TT TRANE TECHNOLOGIES PLC Industrials 476.0 $234K 0.01% NEW $490.66 -7.2%
113 RHI ROBERT HALF INC. Industrials 7,524.0 $231K 0.01% NEW $30.70 +46.3%
114 XSD SPDR SERIES TRUST 368.0 $230K 0.01% NEW $623.70 -21.3%
115 MRNA MODERNA INC Healthcare 3,270.0 $229K 0.01% NEW $70.03 +126.8%
116 HSBC HSBC HLDGS PLC Financial Services 2,355.0 $224K 0.01% NEW $95.10 +9.8%
117 WAB WABTEC Industrials 822.0 $222K 0.01% NEW $269.58 +10.1%
118 TM TOYOTA MOTOR CORP Consumer Cyclical 1,303.0 $219K 0.01% NEW $168.42 +14.6%
119 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 4,136.0 $216K 0.01% NEW $52.17 -12.0%
120 AMKR AMKOR TECHNOLOGY INC Technology 2,499.0 $215K 0.01% NEW $86.23 -43.5%
Page 6 of 7  ·  139 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%