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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC COM Technology 2,066.0 $382K 0.07% -12.0 -0.6% $184.79 -14.2%
42 DHR DANAHER CORP DEL COM Healthcare 1,740.0 $331K 0.06% -211.0 -10.8% $190.48 +13.0%
43 DIS DISNEY WALT CO COM Communication Services 3,378.0 $325K 0.06% -243.0 -6.7% $96.25 +14.9%
44 PCAR PACCAR INC COM Industrials 2,598.0 $312K 0.06% -20.0 -0.8% $120.12 +8.2%
45 GRMN GARMIN LTD SHS Technology 1,235.0 $293K 0.05% -25.0 -2.0% $237.54 +22.6%
46 WM WASTE MGMT INC DEL COM Industrials 1,249.0 $278K 0.05% -11.0 -0.9% $222.88 +1.6%
47 CME CME GROUP INC COM Financial Services 1,256.0 $277K 0.05% -231.0 -15.5% $220.83 +26.4%
48 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 22,460.0 $267K 0.05% -2K -6.7% $11.89 +56.9%
49 T AT&T INC COM Communication Services 12,840.0 $266K 0.05% -648.0 -4.8% $20.70 +24.1%
50 ABT ABBOTT LABORATORIES COM Healthcare 2,768.0 $251K 0.05% -973.0 -26.0% $90.73 +28.6%
51 ACGL ARCH CAP GROUP LTD ORD Financial Services 2,566.0 $249K 0.05% -15.0 -0.6% $97.06 +4.2%
52 SCHW SCHWAB CHARLES CORP COM Financial Services 2,657.0 $245K 0.04% -124.0 -4.5% $92.27 +23.2%
53 DLR DIGITAL RLTY TR INC COM Real Estate 1,344.0 $241K 0.04% -18.0 -1.3% $179.58 +5.0%
54 INTU INTUIT COM Technology 899.0 $235K 0.04% -111.0 -11.0% $261.04 +41.7%
55 MPC MARATHON PETE CORP COM Energy 864.0 $221K 0.04% -36.0 -4.0% $255.67 +41.8%
56 TMUS T-MOBILE US INC COM Communication Services 1,227.0 $206K 0.04% -82.0 -6.3% $167.73 +8.9%
Page 3 of 3  ·  56 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%