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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $540M AUM 221 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 99 Added 56 Reduced 11 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,898.0 $424K 0.08% +41.0 +2.2% $223.65 -1.3%
62 SPGI S&P GLOBAL INC COM Financial Services 1,040.0 $424K 0.08% +22.0 +2.2% $407.26 +6.9%
63 FITB FIFTH THIRD BANCORP COM Financial Services 7,290.0 $411K 0.08% +65.0 +0.9% $56.37 -2.6%
64 AXP AMERICAN EXPRESS CO COM Financial Services 1,197.0 $405K 0.07% +24.0 +2.0% $338.25 -0.3%
65 WELL WELLTOWER INC COM Real Estate 1,744.0 $396K 0.07% +39.0 +2.3% $226.97 +5.7%
66 VO VANGUARD MID-CAP ETF 4,754.0 $383K 0.07% +4K +300.2% $80.57 +2.8%
67 CSX CSX CORP COM Industrials 7,935.0 $377K 0.07% +169.0 +2.2% $47.53 +8.2%
68 BA BOEING CO COM Industrials 1,625.0 $352K 0.07% +431.0 +36.1% $216.47 -2.8%
69 STT STATE STR CORP COM Financial Services 1,975.0 $335K 0.06% +10.0 +0.5% $169.60 +12.6%
70 MCK MCKESSON CORP COM Healthcare 438.0 $331K 0.06% +6.0 +1.4% $755.60 +15.6%
71 CB CHUBB LIMITED COM Financial Services 944.0 $322K 0.06% +47.0 +5.2% $340.74 +1.5%
72 TJX TJX COS INC NEW COM Consumer Cyclical 2,103.0 $319K 0.06% +157.0 +8.1% $151.50 -7.1%
73 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 800.0 $318K 0.06% +54.0 +7.2% $397.68 -6.1%
74 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 637.0 $316K 0.06% +49.0 +8.3% $496.73 +10.2%
75 L LOEWS CORP COM Financial Services 2,747.0 $311K 0.06% +29.0 +1.1% $113.21 -1.6%
76 FDX FEDEX CORP COM Industrials 990.0 $310K 0.06% +15.0 +1.5% $313.13 +6.7%
77 EBAY EBAY INC. COM Consumer Cyclical 2,759.0 $308K 0.06% +157.0 +6.0% $111.75 -4.2%
78 MTB M & T BK CORP COM Financial Services 1,283.0 $305K 0.06% +37.0 +3.0% $238.01 +1.6%
79 CMI CUMMINS INC COM Industrials 425.0 $303K 0.06% +5.0 +1.2% $713.21 -19.9%
80 TGT TARGET CORP COM Consumer Defensive 2,269.0 $296K 0.06% +101.0 +4.7% $130.61 +30.1%
Page 4 of 5  ·  99 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 44.0%
Consumer Cyclical 15.1%
Financial Services 13.2%
Industrials 6.4%
Communication Services 5.9%
Healthcare 5.3%
Consumer Defensive 4.7%
Utilities 3.3%
Energy 0.9%
Basic Materials 0.6%