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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 5 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL MARVELL TECHNOLOGY INC COM Technology 2,136.0 $636K 0.12% NEW $297.89 -24.1%
82 AMGN AMGEN INC COM Healthcare 1,729.0 $626K 0.12% +37.0 +2.2% $362.13 +21.6%
83 CRWD CROWDSTRIKE HLDGS INC CL A Technology 783.0 $598K 0.11% -85.0 -9.8% $190.79 +0.6%
84 ITW ILLINOIS TOOL WKS INC COM Industrials 2,137.0 $578K 0.11% -86.0 -3.9% $270.48 +4.8%
85 UNP UNION PAC CORP COM Industrials 2,104.0 $572K 0.11% +127.0 +6.4% $272.00 +13.4%
86 RTX RTX CORPORATION COM Industrials 3,002.0 $570K 0.10% +208.0 +7.4% $189.74 +10.0%
87 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 5,848.0 $562K 0.10% +101.0 +1.8% $96.12 -49.1%
88 APOS APOLLO GLOBAL MGMT INC COM 4,719.0 $558K 0.10% +47.0 +1.0% $118.32
89 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 11,112.0 $548K 0.10% $49.28 +1.5%
90 DE DEERE & CO COM Industrials 861.0 $546K 0.10% $634.33 +3.4%
91 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,065.0 $534K 0.10% -15.0 -1.4% $501.57 +23.8%
92 SLV ISHARES SILVER TRUST Financial Services 9,967.0 $533K 0.10% +559.0 +5.9% $53.47 +16.5%
93 WDC WESTERN DIGITAL CORP COM Technology 824.0 $526K 0.10% -242.0 -22.7% $638.72 -32.6%
94 IAU ISHARES GOLD TRUST Financial Services 6,898.0 $521K 0.10% +831.0 +13.7% $75.51 +16.3%
95 LOW LOWES COS INC COM Consumer Cyclical 2,265.0 $499K 0.09% -187.0 -7.6% $220.49 -1.7%
96 CEG CONSTELLATION ENERGY CORP COM Utilities 2,005.0 $498K 0.09% -36.0 -1.8% $248.37 +10.0%
97 EFA ISHARES MSCI EAFE ETF 4,742.0 $493K 0.09% $103.88 +3.9%
98 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 3,084.0 $489K 0.09% -293.0 -8.7% $158.68 +9.6%
99 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,697.0 $488K 0.09% +132.0 +5.2% $180.91 +6.3%
100 BLK BLACKROCK INC COM Financial Services 505.0 $486K 0.09% +4.0 +0.8% $961.56 +21.8%
Page 5 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%