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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 8 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IXUS ISHARES TR 42,632.0 $3.7M 0.11% NEW $86.64 +11.5%
142 SYF SYNCHRONY FINANCIAL Financial Services 54,274.0 $3.7M 0.11% +3K +5.6% $68.02 +5.8%
143 FOXA FOX CORP Communication Services 62,954.0 $3.7M 0.11% NEW $58.40 +10.9%
144 GEV GE VERNOVA INC Utilities 4,210.0 $3.7M 0.11% +3K +304.0% $873.11 +23.4%
145 AGX ARGAN INC Industrials 6,716.0 $3.7M 0.11% -899.0 -11.8% $544.67 +25.4%
146 GL GLOBE LIFE INC Financial Services 26,069.0 $3.6M 0.11% +7K +34.8% $139.17 +12.7%
147 DDOG DATADOG INC Technology 30,705.0 $3.6M 0.11% NEW $118.05 +90.2%
148 F FORD MTR CO Consumer Cyclical 308,943.0 $3.6M 0.11% NEW $11.54 +34.5%
149 NVDA PUT NVIDIA CORPORATION Technology 20,000.0 $3.5M 0.11% $174.40 +22.2%
150 WRB BERKLEY W R CORP Financial Services 52,609.0 $3.5M 0.11% -2K -3.8% $66.28 +1.7%
151 HOOD ROBINHOOD MKTS INC Financial Services 49,839.0 $3.5M 0.10% +17K +52.6% $69.30 +6.6%
152 PYLD PIMCO ETF TR 128,411.0 $3.4M 0.10% +107K +512.8% $26.20 +0.7%
153 ORCL ORACLE CORP Technology 22,522.0 $3.3M 0.10% +12K +115.1% $147.11 +29.7%
154 MS MORGAN STANLEY Financial Services 20,072.0 $3.3M 0.10% -768.0 -3.7% $164.57 +21.6%
155 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,701.0 $3.3M 0.10% +1K +16.2% $338.89 +21.6%
156 PANW PALO ALTO NETWORKS INC Technology 20,481.0 $3.3M 0.10% +2K +12.3% $160.32 +60.6%
157 AMT AMERICAN TOWER CORP Real Estate 18,992.0 $3.3M 0.10% NEW $172.58 +7.2%
158 UNP UNION PAC CORP Industrials 12,982.0 $3.1M 0.10% +11K +701.4% $242.62 +11.8%
159 DG DOLLAR GEN CORP Consumer Defensive 26,268.0 $3.1M 0.10% +24K +983.7% $118.73 -13.7%
160 FIX COMFORT SYS USA INC Industrials 2,212.0 $3.1M 0.09% -347.0 -13.6% $1379.05 +37.7%
Page 8 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%