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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 19 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 O REALTY INCOME CORP Real Estate 11,933.0 $743K 0.02% NEW $62.23 +0.0%
362 QCOM CALL QUALCOMM INC Technology 4,000.0 $739K 0.02% NEW $184.79 -11.4%
363 IGHG PROSHARES TR 9,420.0 $738K 0.02% -8K -47.4% $78.33 -0.5%
364 KMI KINDER MORGAN INC DEL Energy 23,040.0 $737K 0.02% -3K -12.0% $31.97 +0.2%
365 BYD BOYD GAMING CORP Consumer Cyclical 8,318.0 $736K 0.02% $88.53 -8.9%
366 TIDAL TRUST II 28,425.0 $726K 0.02% +2K +8.9% $25.53
367 CEG CONSTELLATION ENERGY CORP Utilities 2,919.0 $725K 0.02% -485.0 -14.2% $248.39 +12.5%
368 VANGUARD MALVERN FDS 14,020.0 $719K 0.02% NEW $51.29
369 NTRA NATERA INC Healthcare 2,629.0 $714K 0.02% +262.0 +11.1% $271.45 +24.7%
370 CDNS CADENCE DESIGN SYSTEM INC Technology 1,894.0 $711K 0.02% -463.0 -19.6% $375.32 -10.8%
371 ES EVERSOURCE ENERGY Utilities 9,798.0 $708K 0.02% NEW $72.27 -0.8%
372 RSST TIDAL TRUST II 21,659.0 $708K 0.02% +2K +9.2% $32.69 +2.3%
373 PH PARKER-HANNIFIN CORP Industrials 723.0 $707K 0.02% +44.0 +6.5% $978.12 +6.3%
374 AXP AMERICAN EXPRESS CO Financial Services 2,064.0 $698K 0.02% -1K -36.1% $338.25 -0.6%
375 SPYG SPDR SERIES TRUST 5,845.0 $696K 0.02% +31.0 +0.5% $119.00 +0.8%
376 OKTA OKTA INC Technology 5,060.0 $690K 0.02% -106.0 -2.0% $136.45 -1.5%
377 MCK MCKESSON CORP Healthcare 911.0 $689K 0.02% -3K -74.1% $756.10 +18.6%
378 USB US BANCORP Financial Services 11,103.0 $676K 0.02% -101.0 -0.9% $60.92 +3.1%
379 PINS PINTEREST INC Communication Services 31,927.0 $671K 0.02% +2K +6.6% $21.03 +10.9%
380 VANGUARD CALIF TAX FREE FDS 6,657.0 $670K 0.02% $100.60
Page 19 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%