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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $490.3B AUM 198 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 96 Added 59 Reduced 15 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC COM SHS Technology 2,119.0 $260K 0.05% +16.0 +0.8% $122.78 +16.0%
82 GILD GILEAD SCIENCES INC COM Healthcare 1,864.0 $260K 0.05% +133.0 +7.7% $139.37 -6.5%
83 APH AMPHENOL CORP CL A Technology 2,022.0 $255K 0.05% +102.0 +5.3% $126.35 -3.1%
84 JCI JOHNSON CTLS INTL PLC SHS Industrials 1,926.0 $252K 0.05% +146.0 +8.2% $130.95 +8.7%
85 STT STATE STR CORP COM Financial Services 1,965.0 $249K 0.05% +58.0 +3.0% $126.56 +20.5%
86 MCO MOODYS CORP COM Financial Services 561.0 $245K 0.05% +10.0 +1.8% $436.25 -1.2%
87 MO ALTRIA GROUP INC COM Consumer Defensive 3,657.0 $241K 0.05% +32.0 +0.9% $65.99 +10.5%
88 HII HUNTINGTON INGALLS INDS INC COM Industrials 630.0 $239K 0.05% +40.0 +6.8% $379.90 -13.7%
89 BA BOEING CO COM Industrials 1,194.0 $238K 0.05% +259.0 +27.7% $199.03 +10.5%
90 GM GENERAL MTRS CO COM Consumer Cyclical 3,090.0 $230K 0.05% +49.0 +1.6% $74.50 -0.9%
91 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,437.0 $226K 0.05% +75.0 +5.5% $157.28 -1.7%
92 CMI CUMMINS INC COM Industrials 420.0 $226K 0.05% +12.0 +2.9% $538.02 +28.1%
93 HCA HCA HEALTHCARE INC COM Healthcare 472.0 $223K 0.05% +14.0 +3.1% $473.24 -10.3%
94 F FORD MTR CO COM Consumer Cyclical 18,777.0 $217K 0.04% +347.0 +1.9% $11.54 +16.0%
95 COF CAPITAL ONE FINL CORP COM Financial Services 1,142.0 $208K 0.04% +38.0 +3.4% $182.43 +2.2%
96 UBER UBER TECHNOLOGIES INC COM Technology 2,806.0 $202K 0.04% +62.0 +2.3% $71.93 +3.7%
Page 5 of 5  ·  96 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 39.9%
Financial Services 15.0%
Consumer Cyclical 14.3%
Communication Services 8.7%
Industrials 6.3%
Healthcare 4.8%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 1.6%
Basic Materials 0.8%