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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 2 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 4,012.0 $1.2M 0.23% +414.0 +11.5% $287.53 +21.6%
22 IEMG ISHARES INC 14,105.0 $984K 0.19% +1K +11.5% $69.75 +23.3%
23 MSFT MICROSOFT CORP Technology 2,427.0 $898K 0.18% +148.0 +6.5% $370.14 -0.8%
24 BSV VANGUARD BD INDEX FDS 10,043.0 $787K 0.15% +686.0 +7.3% $78.41 -0.9%
25 JNJ JOHNSON &JOHNSON Healthcare 3,170.0 $775K 0.15% +291.0 +10.1% $244.47 -5.4%
26 META META PLATFORMS INC Communication Services 1,320.0 $755K 0.15% +50.0 +3.9% $572.23 -1.5%
27 CAT CATERPILLAR INC Industrials 957.0 $678K 0.13% +32.0 +3.5% $708.51 +44.3%
28 AMZN AMAZON COM INC Consumer Cyclical 3,105.0 $647K 0.13% +185.0 +6.3% $208.29 +11.8%
29 IAU ISHARES GOLD TR Financial Services 6,759.0 $596K 0.12% +298.0 +4.6% $88.16 -10.6%
30 BNDX VANGUARD CHARLOTTE FDS 11,566.0 $556K 0.11% +1K +10.5% $48.05 +0.5%
31 AVGO BROADCOM INC Technology 1,730.0 $535K 0.11% +37.0 +2.2% $309.53 +26.7%
32 RING ISHARES INC 6,603.0 $522K 0.10% +277.0 +4.4% $78.98 -11.3%
33 WMT WALMART INC Consumer Defensive 4,133.0 $514K 0.10% +499.0 +13.7% $124.27 -5.7%
34 MUNI PIMCO ETF TR 9,429.0 $492K 0.10% +672.0 +7.7% $52.19 +0.6%
35 LLY ELI LILLY &CO Healthcare 504.0 $463K 0.09% +8.0 +1.6% $919.30 +20.1%
36 ABBV ABBVIE INC Healthcare 1,996.0 $434K 0.09% +243.0 +13.9% $217.52 +5.7%
37 PH PARKER-HANNIFIN CORP Industrials 451.0 $404K 0.08% +73.0 +19.3% $896.22 +7.4%
38 HD HOME DEPOT INC Consumer Cyclical 1,147.0 $377K 0.07% +114.0 +11.0% $329.00 -0.7%
39 COP CONOCOPHILLIPS Energy 2,852.0 $376K 0.07% +307.0 +12.1% $132.01 -16.9%
40 CSCO CISCO SYS INC Technology 4,586.0 $356K 0.07% +646.0 +16.4% $77.60 +56.6%
Page 2 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%