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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 5 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 19,913.0 $10.2M 0.27% +6K +42.2% $513.61 +16.7%
82 MPC MARATHON PETE CORP Energy 38,650.0 $9.9M 0.26% +23K +153.2% $255.67 +38.8%
83 C CITIGROUP INC Financial Services 69,604.0 $9.7M 0.25% -11K -13.2% $139.96 -4.8%
84 EFV ISHARES TR 126,309.0 $9.7M 0.25% -201K -61.4% $76.55 +7.9%
85 THRO BLACKROCK ETF TRUST 224,059.0 $9.7M 0.25% -139K -38.4% $43.11 +1.0%
86 ABBV ABBVIE INC Healthcare 37,009.0 $9.3M 0.24% +372.0 +1.0% $251.64 +5.6%
87 EBAY EBAY INC. Consumer Cyclical 82,178.0 $9.2M 0.24% +41K +100.6% $111.75 -5.1%
88 GGOV BLACKROCK ETF TRUST II 179,269.0 $9.0M 0.23% NEW $50.29 -0.1%
89 QUAL ISHARES TR 40,941.0 $9.0M 0.23% -61K -59.8% $219.43 +2.1%
90 TFLR T ROWE PRICE EXCHANGE-TRADED 176,281.0 $8.9M 0.23% -16K -8.5% $50.41 +0.7%
91 MCD MCDONALDS CORP Consumer Cyclical 32,439.0 $8.8M 0.23% -4K -10.1% $270.31 -0.8%
92 CRWD CROWDSTRIKE HLDGS INC Technology 11,235.0 $8.6M 0.22% -6K -36.5% $190.78 -2.8%
93 CF CF INDUSTRIES HOLD Basic Materials 78,694.0 $8.5M 0.22% NEW $108.26 +17.5%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 28,833.0 $8.1M 0.21% -5K -15.6% $281.21 -16.7%
95 UBER UBER TECHNOLOGIES INC Technology 111,714.0 $8.1M 0.21% +19K +20.4% $72.16 +11.4%
96 NKE NIKE INC Consumer Cyclical 193,772.0 $8.0M 0.21% +176K +984.2% $41.43 -4.7%
97 VRT VERTIV HOLDINGS CO Industrials 23,881.0 $8.0M 0.21% +5K +25.4% $334.82 -23.6%
98 KR KROGER CO Consumer Defensive 142,958.0 $7.9M 0.21% +40K +38.4% $55.53 +5.3%
99 SOXL DIREXION SHARES ETF TRUST 27,858.0 $7.4M 0.19% +5K +22.4% $266.71 -56.6%
100 LOW LOWES COS INC Consumer Cyclical 32,980.0 $7.3M 0.19% +3K +9.6% $220.49 -2.7%
Page 5 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%