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Portfolio (Quarterly) Guide ↗

REAP Financial Group, LLC

· CIK 0002048581
13F Portfolio $507M AUM 533 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New 191 Added 103 Reduced 69 Exited
Page 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LUV SOUTHWEST AIRLS CO Industrials 389.0 $15K 0.00% +100.0 +34.6% $37.61 +29.1%
182 XAR SPDR SERIES TRUST 51.0 $13K 0.00% +24.0 +88.9% $252.98 +9.8%
183 NFTY FIRST TR EXCH TRD ALPHDX FD 228.0 $12K 0.00% +2.0 +0.9% $51.46 +5.8%
184 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 117.0 $11K 0.00% +1.0 +0.9% $90.29 +23.2%
185 MDYV SPDR SERIES TRUST 75.0 $6K 0.00% +1.0 +1.4% $84.77 +9.9%
186 MOS MOSAIC CO Basic Materials 211.0 $5K 0.00% +2.0 +1.0% $25.44 -13.5%
187 SLYV SPDR SERIES TRUST 54.0 $5K 0.00% +1.0 +1.9% $93.83 +13.0%
188 HPQ HP INC Technology 91.0 $2K +1.0 +1.1% $19.13 +23.0%
189 CEG CONSTELLATION ENERGY CORP Utilities 5.0 $1K +3.0 +150.0% $279.20 -1.3%
190 GDXJ VANECK ETF TRUST 9.0 $1K +3.0 +50.0% $120.00 -11.6%
191 LEU CENTRUS ENERGY CORP Energy 5.0 $868.0 +2.0 +66.7% $173.60 +5.8%
Page 10 of 10  ·  191 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 32.7%
Financial Services 15.4%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.2%
Energy 7.3%
Consumer Cyclical 6.0%
Consumer Defensive 5.8%
Real Estate 2.0%
Utilities 1.7%