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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $507M AUM 192 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 192 New
Page 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 L LOEWS CORP COM Financial Services 2,711.0 $285K 0.06% NEW $105.31 +2.3%
142 MCO MOODYS CORP COM Financial Services 551.0 $281K 0.06% NEW $510.85 -14.2%
143 CSX CSX CORP COM Industrials 7,730.0 $280K 0.06% NEW $36.25 +28.2%
144 FDX FEDEX CORP COM Industrials 970.0 $280K 0.06% NEW $288.86 +29.6%
145 KLAC KLA CORP COM NEW Technology 230.0 $279K 0.06% NEW $1215.08 +44.2%
146 ANET ARISTA NETWORKS INC COM SHS Technology 2,103.0 $276K 0.05% NEW $131.03 +7.3%
147 CB CHUBB LIMITED COM Financial Services 876.0 $273K 0.05% NEW $312.12 +6.1%
148 APP APPLOVIN CORP COM CL A Technology 405.0 $273K 0.05% NEW $673.82 -29.2%
149 TJX TJX COS INC NEW COM Consumer Cyclical 1,769.0 $272K 0.05% NEW $153.61 -0.8%
150 COF CAPITAL ONE FINL CORP COM Financial Services 1,104.0 $268K 0.05% NEW $242.36 -24.5%
151 APH AMPHENOL CORP NEW CL A Technology 1,920.0 $259K 0.05% NEW $135.14 -11.4%
152 TMUS T-MOBILE US INC COM Communication Services 1,268.0 $257K 0.05% NEW $203.04 -4.8%
153 TGT TARGET CORP COM Consumer Defensive 2,632.0 $257K 0.05% NEW $97.75 +29.2%
154 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 567.0 $257K 0.05% NEW $453.36 -2.6%
155 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 15,540.0 $256K 0.05% NEW $16.49 +23.5%
156 WM WASTE MGMT INC DEL COM Industrials 1,151.0 $253K 0.05% NEW $219.71 +3.0%
157 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 5,033.0 $252K 0.05% NEW $50.01 -0.7%
158 MTB M & T BK CORP COM Financial Services 1,245.0 $251K 0.05% NEW $201.48 +3.0%
159 GM GENERAL MTRS CO COM Consumer Cyclical 3,041.0 $247K 0.05% NEW $81.32 -10.9%
160 STT STATE STR CORP COM Financial Services 1,907.0 $246K 0.05% NEW $129.01 +18.1%
Page 8 of 10  ·  192 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 41.7%
Consumer Cyclical 15.2%
Financial Services 14.5%
Communication Services 8.5%
Industrials 5.8%
Healthcare 4.9%
Consumer Defensive 4.2%
Utilities 3.3%
Energy 0.9%
Basic Materials 0.5%