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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 11 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRM SALESFORCE INC COM Technology 1,383.0 $217K 0.04% +157.0 +12.8% $156.63 +33.5%
202 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 737.0 $216K 0.04% +48.0 +7.0% $293.20 +4.4%
203 PRU PRUDENTIAL FINL INC COM Financial Services 1,989.0 $215K 0.04% NEW $107.93 +13.7%
204 MOOG INC CL A 496.0 $210K 0.04% NEW $423.84
205 UCTT ULTRA CLEAN HLDGS INC COM Technology 1,468.0 $209K 0.04% NEW $142.59 -49.0%
206 COP CONOCOPHILLIPS COM Energy 2,003.0 $208K 0.04% +134.0 +7.2% $103.96 +28.3%
207 AFL AFLAC INC COM Financial Services 1,775.0 $208K 0.04% NEW $117.25 +0.8%
208 ATO ATMOS ENERGY CORP COM Utilities 1,208.0 $208K 0.04% +38.0 +3.2% $172.27 -2.6%
209 DDOG DATADOG INC CL A COM Technology 793.0 $206K 0.04% NEW $260.36 -13.3%
210 CPRT COPART INC COM Industrials 7,322.0 $206K 0.04% NEW $28.19 +18.0%
211 SKYY FIRST TRUST CLOUD COMPUTING ETF 1,533.0 $206K 0.04% NEW $134.56 +18.1%
212 NUE NUCOR CORP COM Basic Materials 925.0 $206K 0.04% NEW $222.75 +9.8%
213 TMUS T-MOBILE US INC COM Communication Services 1,227.0 $206K 0.04% -82.0 -6.3% $167.73 +8.9%
214 VLO VALERO ENERGY CORP COM Energy 787.0 $205K 0.04% NEW $260.44 +32.9%
215 CLH CLEAN HARBORS INC COM Industrials 681.0 $203K 0.04% NEW $298.75 +5.0%
216 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 2,711.0 $202K 0.04% NEW $74.53 +3.8%
217 FORTINET INC COM 1,306.0 $201K 0.04% NEW $153.62
218 VMD VIEMED HEALTHCARE INC COM Healthcare 12,030.0 $137K 0.03% NEW $11.40 -20.3%
219 ATAIBECKLEY INC COM SHS 20,000.0 $105K 0.02% $5.27
220 TDAY USA TODAY CO INC COM Communication Services 11,860.0 $101K 0.02% NEW $8.55 -25.0%
Page 11 of 12  ·  221 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%