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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $490.3B AUM 198 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 96 Added 59 Reduced 15 Exited
Page 8 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOC NORTHROP GRUMMAN CORP COM Industrials 440.0 $300K 0.06% +12.0 +2.8% $682.26 -20.8%
142 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 15,540.0 $300K 0.06% $19.30 +4.4%
143 CB CHUBB LTD SWITZ COM Financial Services 897.0 $292K 0.06% +21.0 +2.4% $325.93 +1.4%
144 GRMN GARMIN LTD SHS Technology 1,260.0 $292K 0.06% +52.0 +4.3% $232.01 -2.7%
145 L LOEWS CORP COM Financial Services 2,718.0 $290K 0.06% $106.74 -0.9%
146 WM WASTE MGMT INC DEL COM Industrials 1,260.0 $290K 0.06% +109.0 +9.5% $229.79 -4.3%
147 WDC WESTERN DIGITAL CORP COM Technology 1,066.0 $288K 0.06% NEW $270.49 +78.2%
148 VZ VERIZON COMMUNICATIONS INC COM Communication Services 5,505.0 $276K 0.06% +520.0 +10.4% $50.20 -7.6%
149 TMUS T-MOBILE US INC COM Communication Services 1,309.0 $275K 0.06% +41.0 +3.2% $210.03 -11.8%
150 URI UNITED RENTALS INC COM Industrials 377.0 $275K 0.06% +4.0 +1.1% $728.56 +31.9%
151 LNG CHENIERE ENERGY INC COM NEW Energy 963.0 $273K 0.06% -180.0 -15.8% $283.76 -14.8%
152 FCX FREEPORT MCMORAN INC CL B Basic Materials 4,562.0 $268K 0.06% +150.0 +3.4% $58.78 +7.2%
153 QCOM QUALCOMM INC COM Technology 2,078.0 $268K 0.06% -386.0 -15.7% $128.78 +56.5%
154 PEP PEPSICO INC COM Consumer Defensive 1,695.0 $263K 0.05% -1K -46.7% $155.30 -4.0%
155 TGT TARGET CORP COM Consumer Defensive 2,168.0 $263K 0.05% -464.0 -17.6% $121.20 +0.3%
156 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 588.0 $263K 0.05% +21.0 +3.7% $446.54 -2.1%
157 SCHW SCHWAB CHARLES CORP COM Financial Services 2,781.0 $261K 0.05% -451.0 -13.9% $93.98 -3.3%
158 ANET ARISTA NETWORKS INC COM SHS Technology 2,119.0 $260K 0.05% +16.0 +0.8% $122.78 +15.4%
159 GILD GILEAD SCIENCES INC COM Healthcare 1,864.0 $260K 0.05% +133.0 +7.7% $139.37 -7.0%
160 CAVA CAVA GROUP INC COM Consumer Cyclical 3,188.0 $258K 0.05% NEW $80.90 -1.2%
Page 8 of 10  ·  198 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 39.9%
Financial Services 15.0%
Consumer Cyclical 14.3%
Communication Services 8.7%
Industrials 6.3%
Healthcare 4.8%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 1.6%
Basic Materials 0.8%