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Portfolio (Quarterly) Guide ↗

SteelPeak Wealth, LLC

· CIK 0001801868
13F Portfolio $3.1B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 534 New
Page 9 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EBAY EBAY INC. Consumer Cyclical 32,207.0 $2.8M 0.09% NEW $87.10 +32.3%
162 XEL XCEL ENERGY INC Utilities 37,071.0 $2.8M 0.09% NEW $74.43 +9.0%
163 GL GLOBE LIFE INC Financial Services 19,333.0 $2.7M 0.09% NEW $139.86 +12.3%
164 ICVT ISHARES TR 27,431.0 $2.7M 0.09% NEW $98.50 +21.8%
165 DHI D R HORTON INC Consumer Cyclical 18,439.0 $2.7M 0.09% NEW $144.03 +0.1%
166 LITE LUMENTUM HLDGS INC Technology 7,185.0 $2.6M 0.09% NEW $368.59 +145.9%
167 SMH VANECK ETF TRUST 7,335.0 $2.6M 0.09% NEW $360.13 +65.4%
168 RSG REPUBLIC SVCS INC Industrials 12,386.0 $2.6M 0.09% NEW $211.93 -2.4%
169 CMF ISHARES TR 45,660.0 $2.6M 0.09% NEW $57.46 -0.7%
170 EFX EQUIFAX INC Industrials 12,019.0 $2.6M 0.09% NEW $216.98 -24.5%
171 NOC NORTHROP GRUMMAN CORP Industrials 4,521.0 $2.6M 0.08% NEW $570.27 -2.6%
172 IAUM ISHARES GOLD TR Financial Services 59,757.0 $2.6M 0.08% NEW $42.99 +4.3%
173 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8,346.0 $2.5M 0.08% NEW $304.72 +35.0%
174 WWD WOODWARD INC Industrials 8,216.0 $2.5M 0.08% NEW $302.32 +18.7%
175 APH AMPHENOL CORP NEW Technology 17,898.0 $2.4M 0.08% NEW $135.39 +5.7%
176 VTEB VANGUARD MUN BD FDS 47,870.0 $2.4M 0.08% NEW $50.29 -0.4%
177 HWM HOWMET AEROSPACE INC Industrials 11,720.0 $2.4M 0.08% NEW $205.03 +26.9%
178 FIX COMFORT SYS USA INC Industrials 2,559.0 $2.4M 0.08% NEW $933.32 +102.4%
179 AGX ARGAN INC Industrials 7,615.0 $2.4M 0.08% NEW $313.33 +116.1%
180 XME SPDR SERIES TRUST 22,856.0 $2.4M 0.08% NEW $103.61 +17.4%
Page 9 of 27  ·  534 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 40.5%
Financial Services 18.2%
Communication Services 12.2%
Consumer Cyclical 10.4%
Healthcare 6.7%
Industrials 3.7%
Consumer Defensive 2.7%
Energy 2.3%
Basic Materials 2.2%
Real Estate 0.7%