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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 9 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCK MCKESSON CORP Healthcare 3,518.0 $3.0M 0.09% -740.0 -17.4% $866.14 -12.9%
162 CCJ CAMECO CORP Energy 28,004.0 $3.0M 0.09% +2K +9.5% $108.61 -0.4%
163 QLD PROSHARES TR 49,020.0 $3.0M 0.09% -3K -6.1% $61.00 +58.0%
164 RSP INVESCO EXCHANGE TRADED FD T 15,559.0 $3.0M 0.09% +10K +190.4% $191.92 +8.2%
165 STLD STEEL DYNAMICS INC Basic Materials 16,529.0 $3.0M 0.09% -3K -17.0% $180.54 +38.7%
166 TQQQ PROSHARES TR 71,575.0 $3.0M 0.09% $41.68 +96.6%
167 SBUX STARBUCKS CORP Consumer Cyclical 33,188.0 $3.0M 0.09% +11K +52.5% $89.59 +13.2%
168 GM GENERAL MTRS CO Consumer Cyclical 39,554.0 $2.9M 0.09% -682.0 -1.7% $74.50 +7.1%
169 HLF HERBALIFE LTD Consumer Defensive 200,000.0 $2.9M 0.09% -50K -20.0% $14.72 -17.7%
170 TPR TAPESTRY INC Consumer Cyclical 20,705.0 $2.9M 0.09% +6K +41.9% $141.11 -0.3%
171 GOOG CALL ALPHABET INC Communication Services 10,100.0 $2.9M 0.09% $286.86 +34.2%
172 SBAC SBA COMMUNICATIONS CORP Real Estate 16,777.0 $2.9M 0.09% NEW $172.11 +17.2%
173 GLD SPDR GOLD TR Financial Services 6,638.0 $2.9M 0.09% -4K -39.6% $430.29 -3.8%
174 GPC GENUINE PARTS CO Consumer Cyclical 26,671.0 $2.8M 0.09% +10K +61.4% $106.80 -9.1%
175 MUB ISHARES TR 26,752.0 $2.8M 0.09% -7K -20.1% $106.15 +0.5%
176 MO ALTRIA GROUP INC Consumer Defensive 41,919.0 $2.8M 0.09% -9K -17.9% $66.97 +8.1%
177 WWD WOODWARD INC Industrials 7,825.0 $2.8M 0.09% -391.0 -4.8% $357.92 -1.8%
178 CI THE CIGNA GROUP Healthcare 10,466.0 $2.8M 0.09% +4K +72.5% $266.75 +5.3%
179 AEM AGNICO EAGLE MINES LTD Basic Materials 13,724.0 $2.8M 0.09% +756.0 +5.8% $202.98 -11.0%
180 IAUM ISHARES GOLD TR Financial Services 59,626.0 $2.8M 0.09% $46.70 -3.8%
Page 9 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%