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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 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 2,937.0 $1.8M 0.34% $623.81 -23.1%
42 V VISA INC COM CL A Financial Services 5,336.0 $1.8M 0.34% +123.0 +2.4% $343.08 +10.6%
43 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,913.0 $1.8M 0.33% +69.0 +3.7% $935.59 +2.6%
44 CAT CATERPILLAR INC COM Industrials 1,672.0 $1.8M 0.33% +18.0 +1.1% $1064.90 -24.0%
45 INTC INTEL CORP COM Technology 12,498.0 $1.7M 0.32% +2K +13.8% $139.63 -38.6%
46 DAL DELTA AIR LINES INC COM NEW Industrials 18,042.0 $1.7M 0.31% -13K -42.8% $93.66 -11.5%
47 ABBV ABBVIE INC COM Healthcare 6,538.0 $1.6M 0.30% +208.0 +3.3% $251.63 +5.2%
48 JNJ JOHNSON & JOHNSON COM Healthcare 6,475.0 $1.6M 0.30% +253.0 +4.1% $253.96 +6.8%
49 GE GE AEROSPACE COM NEW Industrials 4,064.0 $1.5M 0.28% +21.0 +0.5% $373.73 -7.1%
50 BERKSHIRE HATHAWAY INC DEL CL A 2.0 $1.5M 0.28% $748850.00
51 PG PROCTER & GAMBLE CO COM Consumer Defensive 10,068.0 $1.5M 0.27% +509.0 +5.3% $146.65 -0.3%
52 AMAT APPLIED MATLS INC COM Technology 2,002.0 $1.4M 0.27% +98.0 +5.2% $723.00 -34.0%
53 SNDK SANDISK CORP COM Technology 635.0 $1.4M 0.27% +18.0 +2.9% $2273.73 -37.1%
54 LRCX LAM RESEARCH CORP COM NEW Technology 3,331.0 $1.4M 0.27% $433.33 -30.6%
55 GEV GE VERNOVA INC COM Utilities 1,100.0 $1.3M 0.24% +103.0 +10.3% $1174.86 -20.4%
56 ORCL ORACLE CORP COM Technology 7,717.0 $1.1M 0.21% -455.0 -5.6% $146.55 -2.5%
57 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 5,831.0 $1.1M 0.21% -1K -19.9% $190.54 -5.8%
58 CSCO CISCO SYS INC COM Technology 9,031.0 $1.1M 0.20% +209.0 +2.4% $117.46 -6.5%
59 MA MASTERCARD INCORPORATED CL A Financial Services 2,042.0 $1.0M 0.19% -28.0 -1.4% $513.56 +16.1%
60 ACT ENACT HLDGS INC COM Financial Services 22,340.0 $1.0M 0.19% -23K -50.7% $45.71 +9.2%
Page 3 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%