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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 10 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DELL DELL TECHNOLOGIES INC Technology 7,243.0 $3.1M 0.08% -4K -34.1% $431.46 +7.5%
182 FNDX SCHWAB STRATEGIC TR 99,464.0 $3.1M 0.08% NEW $31.10 +4.8%
183 EME EMCOR GROUP INC Industrials 3,726.0 $3.1M 0.08% +128.0 +3.6% $829.89 -8.0%
184 ATI ATI INC Industrials 15,540.0 $3.1M 0.08% NEW $197.10 +7.9%
185 SNDK SANDISK CORP Technology 1,314.0 $3.0M 0.08% -1K -44.5% $2273.73 -34.1%
186 MO ALTRIA GROUP INC Consumer Defensive 40,601.0 $3.0M 0.08% -1K -3.1% $73.04 -5.4%
187 MUB ISHARES TR 27,122.0 $2.9M 0.08% +370.0 +1.4% $107.62 -2.0%
188 BUCK SIMPLIFY EXCHANGE TRADED FUN 123,900.0 $2.9M 0.07% +71K +132.5% $23.42 -0.3%
189 POWL POWELL INDS INC Industrials 10,055.0 $2.9M 0.07% NEW $286.36 -33.0%
190 SBAC SBA COMMUNICATIONS CORP Real Estate 16,314.0 $2.9M 0.07% -463.0 -2.8% $176.46 +5.4%
191 HHH HOWARD HUGHES HOLDINGS INC Real Estate 40,156.0 $2.9M 0.07% NEW $71.49 -8.1%
192 UNP UNION PAC CORP Industrials 10,351.0 $2.8M 0.07% -3K -20.3% $272.00 +14.2%
193 VTV VANGUARD INDEX FDS 12,822.0 $2.8M 0.07% +755.0 +6.3% $217.93 +4.1%
194 BMY BRISTOL-MYERS SQUIBB CO Healthcare 48,151.0 $2.8M 0.07% +21K +80.3% $57.62 +17.3%
195 IGM ISHARES TR 16,928.0 $2.8M 0.07% NEW $163.58 -3.1%
196 VICI VICI PPTYS INC Real Estate 101,837.0 $2.7M 0.07% +1K +1.1% $27.00 -3.7%
197 SMH VANECK ETF TRUST 4,192.0 $2.7M 0.07% -2K -29.3% $655.87 -15.3%
198 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 28,555.0 $2.7M 0.07% +277.0 +1.0% $96.12 -50.3%
199 BA BOEING CO Industrials 12,497.0 $2.7M 0.07% -16K -55.7% $216.47 -2.0%
200 CCJ CAMECO CORP Energy 26,350.0 $2.7M 0.07% -2K -5.9% $101.86 +5.4%
Page 10 of 33  ·  643 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%