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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,027.0 $296K 0.06% +101.0 +5.2% $146.11 -2.1%
82 FCX FREEPORT MCMORAN INC CL B Basic Materials 4,707.0 $296K 0.06% +145.0 +3.2% $62.89 +23.7%
83 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 1,146.0 $293K 0.05% +55.0 +5.0% $255.88 +32.5%
84 PEP PEPSICO INC COM Consumer Defensive 2,151.0 $291K 0.05% +456.0 +26.9% $135.41 +6.8%
85 MO ALTRIA GROUP INC COM Consumer Defensive 3,905.0 $281K 0.05% +248.0 +6.8% $71.95 -4.8%
86 HWM HOWMET AEROSPACE INC COM Industrials 1,027.0 $276K 0.05% +62.0 +6.4% $268.86 -2.1%
87 F FORD MTR CO COM Consumer Cyclical 19,001.0 $264K 0.05% +224.0 +1.2% $13.90 +0.1%
88 MCO MOODYS CORP COM Financial Services 578.0 $262K 0.05% +17.0 +3.0% $452.92 +12.9%
89 VZ VERIZON COMMUNICATIONS INC COM Communication Services 5,834.0 $247K 0.05% +329.0 +6.0% $42.34 +18.4%
90 NOC NORTHROP GRUMMAN CORP COM Industrials 482.0 $245K 0.04% +42.0 +9.6% $509.32 +7.8%
91 GM GENERAL MTRS CO COM Consumer Cyclical 3,160.0 $244K 0.04% +70.0 +2.3% $77.08 +12.8%
92 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,355.0 $242K 0.04% +1K +2158.3% $178.24 +19.7%
93 GILD GILEAD SCIENCES INC COM Healthcare 1,901.0 $240K 0.04% +37.0 +2.0% $126.34 +16.1%
94 ADBE ADOBE INC COM Technology 1,130.0 $232K 0.04% +279.0 +32.8% $205.02 +34.8%
95 LNG CHENIERE ENERGY INC COM NEW Energy 969.0 $232K 0.04% +6.0 +0.6% $239.01 +17.5%
96 CRM SALESFORCE INC COM Technology 1,383.0 $217K 0.04% +157.0 +12.8% $156.63 +33.5%
97 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 737.0 $216K 0.04% +48.0 +7.0% $293.20 +4.4%
98 COP CONOCOPHILLIPS COM Energy 2,003.0 $208K 0.04% +134.0 +7.2% $103.96 +28.3%
99 ATO ATMOS ENERGY CORP COM Utilities 1,208.0 $208K 0.04% +38.0 +3.2% $172.27 -2.6%
Page 5 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%