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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 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC COM Technology 2,136.0 $636K 0.12% NEW $297.89 -23.4%
2 PANW PALO ALTO NETWORKS INC COM Technology 1,080.0 $368K 0.07% NEW $341.02 +2.9%
3 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 367.0 $354K 0.07% NEW $965.00 -16.7%
4 DELL DELL TECHNOLOGIES INC CL C Technology 775.0 $334K 0.06% NEW $431.46 +0.6%
5 TXG 10X GENOMICS INC CL A COM Healthcare 8,421.0 $323K 0.06% NEW $38.34 +65.7%
6 VPG VISHAY PRECISION GROUP INC COM Technology 2,051.0 $307K 0.06% NEW $149.91 -56.5%
7 ABNB AIRBNB INC COM CL A Consumer Cyclical 1,983.0 $284K 0.05% NEW $143.10 +34.3%
8 DHI D R HORTON INC COM Consumer Cyclical 1,735.0 $283K 0.05% NEW $162.88 -8.5%
9 TER TERADYNE INC COM Technology 554.0 $268K 0.05% NEW $483.84 -24.9%
10 GVA GRANITE CONSTR INC COM Industrials 1,602.0 $253K 0.05% NEW $158.08 -22.6%
11 CVS CVS HEALTH CORP COM Healthcare 2,446.0 $253K 0.05% NEW $103.45 -10.3%
12 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,729.0 $251K 0.05% NEW $92.09 -1.9%
13 MAS MASCO CORP COM Industrials 2,870.0 $234K 0.04% NEW $81.37 -10.1%
14 EMR EMERSON ELEC CO COM Industrials 1,616.0 $231K 0.04% NEW $143.15 +9.7%
15 JBHT HUNT J B TRANS SVCS INC COM Industrials 795.0 $230K 0.04% NEW $289.43 -9.4%
16 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,499.0 $229K 0.04% NEW $91.68 +0.1%
17 HODL VANECK BITCOIN ETF 13,762.0 $229K 0.04% NEW $16.61 +34.8%
18 EQIX EQUINIX INC COM Real Estate 215.0 $224K 0.04% NEW $1042.39 +0.4%
19 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,339.0 $219K 0.04% NEW $163.31 -23.7%
20 PRU PRUDENTIAL FINL INC COM Financial Services 1,989.0 $215K 0.04% NEW $107.93 +12.9%
Page 1 of 2  ·  34 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%