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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 4,944.0 $473K 0.01% -83.0 -1.6% $95.71 -6.2%
142 PTC PTC INC Technology 4,126.0 $469K 0.01% -2K -37.0% $113.61 +33.4%
143 STLD STEEL DYNAMICS INC Basic Materials 1,983.0 $456K 0.01% -15K -88.0% $229.99 +2.6%
144 XLI SELECT SECTOR SPDR TR 2,439.0 $452K 0.01% -65K -96.4% $185.23 -2.6%
145 ORA ORMAT TECHNOLOGIES INC Utilities 4,138.0 $451K 0.01% -3K -39.7% $108.90 -5.0%
146 IYW ISHARES TR 1,776.0 $448K 0.01% -30.0 -1.7% $252.28 -2.2%
147 GM GENERAL MTRS CO Consumer Cyclical 5,807.0 $448K 0.01% -34K -85.3% $77.09 +12.0%
148 RKLB ROCKET LAB CORP Industrials 4,236.0 $431K 0.01% -4K -50.9% $101.65 -34.9%
149 DE DEERE & CO Industrials 655.0 $417K 0.01% -2K -75.3% $636.36 -0.3%
150 ALAB ASTERA LABS INC Technology 862.0 $416K 0.01% -3K -79.9% $483.02 -39.9%
151 RBLX ROBLOX CORP Technology 7,645.0 $416K 0.01% -11K -58.2% $54.38 -30.9%
152 IDV ISHARES TR 10,004.0 $414K 0.01% -2K -13.2% $41.43 +8.5%
153 DUK DUKE ENERGY CORP NEW Utilities 3,011.0 $381K 0.01% -39.0 -1.3% $126.59 -3.7%
154 BMNR BITMINE IMMERSION TECHS INC Financial Services 28,593.0 $381K 0.01% -8K -22.5% $13.31 +87.2%
155 DHR DANAHER CORP DEL Healthcare 1,976.0 $377K 0.01% -770.0 -28.0% $190.88 +12.8%
156 AXON AXON ENTERPRISE INC Industrials 667.0 $374K 0.01% -7.0 -1.0% $560.51 +8.4%
157 IDLV INVESCO EXCH TRADED FD TR II 10,770.0 $371K 0.01% -1K -9.4% $34.49 +5.1%
158 ROKU ROKU INC Communication Services 2,682.0 $370K 0.01% -4K -59.4% $138.14 +14.8%
159 CGDV CAPITAL GROUP DIVIDEND VALUE 7,457.0 $369K 0.01% -3K -26.9% $49.43 +1.7%
160 NUE NUCOR CORP Basic Materials 1,614.0 $360K 0.01% -1K -45.7% $223.35 +13.2%
Page 8 of 11  ·  203 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%