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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 4 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC COM Healthcare 7,297.0 $938K 0.17% +108.0 +1.5% $128.50 +16.9%
62 GLW CORNING INC COM Technology 3,569.0 $912K 0.17% +70.0 +2.0% $255.43 -43.4%
63 NFLX NETFLIX INC. COM Communication Services 12,620.0 $901K 0.17% -140.0 -1.1% $71.40 +12.0%
64 MCD MCDONALDS CORP COM Consumer Cyclical 3,258.0 $881K 0.16% -359.0 -9.9% $270.33 +0.4%
65 GD GENERAL DYNAMICS CORP COM Industrials 2,404.0 $852K 0.16% -295.0 -10.9% $354.24 +8.2%
66 TXN TEXAS INSTRS INC COM Technology 2,853.0 $850K 0.16% +97.0 +3.5% $298.09 -14.0%
67 GS GOLDMAN SACHS GROUP INC COM Financial Services 838.0 $848K 0.16% +55.0 +7.0% $1011.37 +2.3%
68 CVX CHEVRON CORPORATION COM Energy 4,883.0 $809K 0.15% +350.0 +7.7% $165.74 +22.3%
69 IWD ISHARES RUSSELL 1000 VALUE ETF 3,327.0 $807K 0.15% -1K -24.8% $242.43 +6.5%
70 BAC BANK OF AMER CORP COM Financial Services 14,073.0 $802K 0.15% +564.0 +4.2% $56.98 +9.8%
71 LIN LINDE PLC SHS Basic Materials 1,507.0 $782K 0.14% +135.0 +9.8% $518.87 -6.1%
72 LMT LOCKHEED MARTIN CORP COM Industrials 1,513.0 $771K 0.14% +65.0 +4.5% $509.33 +10.4%
73 VOO VANGUARD S&P 500 ETF 1,063.0 $730K 0.14% +38.0 +3.7% $686.81 +2.2%
74 ETN EATON CORP PLC SHS Industrials 1,661.0 $708K 0.13% $426.12 -4.0%
75 KLAC KLA CORP COM NEW Technology 2,280.0 $688K 0.13% +2K +900.0% $301.71 -41.3%
76 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,620.0 $673K 0.12% +285.0 +21.4% $415.70 -5.0%
77 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,359.0 $663K 0.12% -52.0 -2.2% $281.21 -17.1%
78 NEE NEXTERA ENERGY INC COM Utilities 7,351.0 $645K 0.12% +82.0 +1.1% $87.77 -4.8%
79 C CITIGROUP INC COM NEW Financial Services 4,567.0 $639K 0.12% +346.0 +8.2% $139.96 -5.8%
80 CDNS CADENCE DESIGN SYSTEM INC COM Technology 1,697.0 $637K 0.12% +42.0 +2.5% $375.32 -16.4%
Page 4 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%