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Portfolio (Quarterly) Guide ↗

REAP Financial Group, LLC

· CIK 0002048581
13F Portfolio $586M AUM 542 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 56 New 158 Added 147 Reduced 47 Exited
Page 2 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 4,253.0 $1.5M 0.26% +241.0 +6.0% $357.37 -3.5%
22 GRID FIRST TR EXCHANGE-TRADED FD 7,615.0 $1.5M 0.25% +3K +56.2% $191.76 -5.6%
23 FLEX FLEX LTD Technology 7,886.0 $1.3M 0.22% +432.0 +5.8% $162.07 -31.9%
24 VCIT VANGUARD SCOTTSDALE FDS 13,232.0 $1.1M 0.19% +311.0 +2.4% $82.65 -1.9%
25 GOOG ALPHABET INC 3,065.0 $1.1M 0.18% +16.0 +0.5% $353.39
26 WMT WALMART INC Consumer Defensive 8,883.0 $1.0M 0.17% +5K +114.9% $113.25 -8.4%
27 MSFT MICROSOFT CORP Technology 2,453.0 $915K 0.16% +26.0 +1.1% $372.96 +29.6%
28 AMZN AMAZON COM INC Consumer Cyclical 3,269.0 $779K 0.13% +164.0 +5.3% $238.31 +8.5%
29 BNDX VANGUARD CHARLOTTE FDS 11,938.0 $578K 0.10% +372.0 +3.2% $48.43 -1.6%
30 ABBV ABBVIE INC Healthcare 2,018.0 $508K 0.09% +22.0 +1.1% $251.60 +5.3%
31 PG PROCTER &GAMBLE CO Consumer Defensive 2,442.0 $358K 0.06% +25.0 +1.0% $146.64 -1.3%
32 DELL DELL TECHNOLOGIES INC Technology 779.0 $336K 0.06% +339.0 +77.0% $431.36 +2.5%
33 COP CONOCOPHILLIPS Energy 2,925.0 $304K 0.05% +73.0 +2.6% $103.95 +29.7%
34 IVW ISHARES TR 1,992.0 $274K 0.05% +29.0 +1.5% $137.54 +0.9%
35 AEP AMERICAN ELEC PWR CO INC Utilities 1,888.0 $258K 0.04% +11.0 +0.6% $136.79 -11.6%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 1,402.0 $254K 0.04% +12.0 +0.9% $180.92 +4.0%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 858.0 $241K 0.04% +106.0 +14.1% $281.12 -16.2%
38 GD GENERAL DYNAMICS CORP Industrials 611.0 $216K 0.04% +4.0 +0.7% $354.15 +8.5%
39 UNH UNITEDHEALTH GROUP INC Healthcare 519.0 $216K 0.04% +14.0 +2.8% $415.69 -6.2%
40 CSX CSX CORP Industrials 4,451.0 $212K 0.04% +1K +30.2% $47.53 +8.6%
Page 2 of 8  ·  158 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 40.3%
Financial Services 14.3%
Industrials 8.8%
Healthcare 8.7%
Communication Services 6.8%
Consumer Defensive 6.3%
Consumer Cyclical 5.6%
Energy 5.3%
Real Estate 1.7%
Utilities 1.6%