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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOOG INC CL A 496.0 $210K 0.04% NEW $423.84
22 UCTT ULTRA CLEAN HLDGS INC COM Technology 1,468.0 $209K 0.04% NEW $142.59 -48.5%
23 AFL AFLAC INC COM Financial Services 1,775.0 $208K 0.04% NEW $117.25 +0.5%
24 DDOG DATADOG INC CL A COM Technology 793.0 $206K 0.04% NEW $260.36 -12.3%
25 CPRT COPART INC COM Industrials 7,322.0 $206K 0.04% NEW $28.19 +17.9%
26 SKYY FIRST TRUST CLOUD COMPUTING ETF 1,533.0 $206K 0.04% NEW $134.56 +18.4%
27 NUE NUCOR CORP COM Basic Materials 925.0 $206K 0.04% NEW $222.75 +10.7%
28 VLO VALERO ENERGY CORP COM Energy 787.0 $205K 0.04% NEW $260.44 +32.8%
29 CLH CLEAN HARBORS INC COM Industrials 681.0 $203K 0.04% NEW $298.75 +4.9%
30 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 2,711.0 $202K 0.04% NEW $74.53 +3.7%
31 FORTINET INC COM 1,306.0 $201K 0.04% NEW $153.62
32 VMD VIEMED HEALTHCARE INC COM Healthcare 12,030.0 $137K 0.03% NEW $11.40 -20.1%
33 TDAY USA TODAY CO INC COM Communication Services 11,860.0 $101K 0.02% NEW $8.55 -24.5%
34 TALK TALKSPACE INC COM Healthcare 16,348.0 $85K 0.02% NEW $5.20 +1.0%
Page 2 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%