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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 10 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PFM INVESCO EXCHANGE TRADED FD T 53,914.0 $2.8M 0.08% +45K +497.3% $51.09 +7.7%
182 VICI VICI PPTYS INC Real Estate 100,701.0 $2.8M 0.08% +40K +66.0% $27.32 +4.8%
183 AIG AMERICAN INTL GROUP INC Financial Services 35,679.0 $2.7M 0.08% +13K +55.1% $75.25 +2.6%
184 AER AERCAP HOLDINGS NV Industrials 19,436.0 $2.7M 0.08% NEW $137.18 +2.2%
185 CRH PLC 25,250.0 $2.7M 0.08% NEW $105.47
186 CLS CELESTICA INC Technology 9,448.0 $2.7M 0.08% -670.0 -6.6% $281.68 +31.7%
187 EME EMCOR GROUP INC Industrials 3,598.0 $2.7M 0.08% +165.0 +4.8% $738.32 +16.7%
188 HWM HOWMET AEROSPACE INC Industrials 11,459.0 $2.6M 0.08% -261.0 -2.2% $230.47 +13.6%
189 ACN ACCENTURE PLC IRELAND Technology 13,230.0 $2.6M 0.08% NEW $198.30 -10.7%
190 CRS CARPENTER TECHNOLOGY CORP Industrials 6,579.0 $2.6M 0.08% NEW $394.15 +15.1%
191 NVDA CALL NVIDIA CORPORATION Technology 14,800.0 $2.6M 0.08% +7K +85.0% $174.40 +23.2%
192 CMF ISHARES TR 45,150.0 $2.6M 0.08% -510.0 -1.1% $56.86 +0.4%
193 PRIM PRIMORIS SVCS CORP Industrials 17,818.0 $2.6M 0.08% -1K -5.7% $143.12 -9.6%
194 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,489.0 $2.5M 0.08% -5K -41.1% $392.50 +115.5%
195 VLUE ISHARES TR 17,556.0 $2.5M 0.08% +5K +35.4% $142.19 +36.8%
196 AVAV AEROVIRONMENT INC Industrials 13,417.0 $2.5M 0.07% +2K +12.9% $183.05 -0.4%
197 UNH CALL UNITEDHEALTH GROUP INC Healthcare 9,000.0 $2.4M 0.07% NEW $270.59 +39.3%
198 ANGLOGOLD ASHANTI PLC 24,999.0 $2.4M 0.07% NEW $97.36
199 FSLR FIRST SOLAR INC Energy 12,248.0 $2.4M 0.07% +1K +10.6% $197.26 +36.8%
200 APH AMPHENOL CORP Technology 18,990.0 $2.4M 0.07% +1K +6.1% $126.59 +10.2%
Page 10 of 29  ·  575 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%