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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 3 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 2,165.0 $207K 0.04% +11.0 +0.5% $95.72 -7.1%
42 PLD PROLOGIS INC. Real Estate 1,517.0 $206K 0.04% +11.0 +0.7% $135.47 +4.7%
43 PRU PRUDENTIAL FINL INC Financial Services 1,762.0 $190K 0.03% +89.0 +5.3% $107.95 +12.2%
44 LRCX LAM RESEARCH CORP Technology 435.0 $188K 0.03% +31.0 +7.7% $432.86 -27.5%
45 VOO VANGUARD INDEX FDS 269.0 $185K 0.03% +26.0 +10.7% $685.99 +2.6%
46 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,365.0 $181K 0.03% +8.0 +0.6% $132.53 +2.7%
47 KMI KINDER MORGAN INC DEL Energy 5,537.0 $177K 0.03% +43.0 +0.8% $31.97 -3.1%
48 SMH VANECK ETF TRUST 261.0 $171K 0.03% +10.0 +4.0% $655.29 -14.5%
49 GILD GILEAD SCIENCES INC Healthcare 1,239.0 $157K 0.03% +11.0 +0.9% $126.38 +15.6%
50 RTX RTX CORPORATION Industrials 812.0 $154K 0.03% +146.0 +21.9% $189.84 +10.6%
51 CAH CARDINAL HEALTH INC Healthcare 646.0 $153K 0.03% +15.0 +2.4% $237.61 -3.4%
52 ORCL ORACLE CORP Technology 940.0 $138K 0.02% +659.0 +234.5% $146.59 -0.1%
53 ADI ANALOG DEVICES INC Technology 338.0 $134K 0.02% +50.0 +17.4% $397.26 -6.1%
54 LOW LOWES COS INC Consumer Cyclical 601.0 $132K 0.02% +3.0 +0.5% $220.40 -2.0%
55 RSG REPUBLIC SVCS INC Industrials 584.0 $124K 0.02% +3.0 +0.5% $212.98 +3.6%
56 SPYV SPDR SERIES TRUST 2,035.0 $124K 0.02% +2K +1654.3% $60.78 +4.5%
57 CFG CITIZENS FINL GROUP INC Financial Services 1,758.0 $123K 0.02% +9.0 +0.5% $70.09 -0.3%
58 MO ALTRIA GROUP INC Consumer Defensive 1,626.0 $117K 0.02% +44.0 +2.8% $71.93 -8.1%
59 TXN TEXAS INSTRS INC Technology 384.0 $114K 0.02% +319.0 +490.8% $297.89 -11.3%
60 CDNS CADENCE DESIGN SYSTEM INC Technology 299.0 $112K 0.02% +3.0 +1.0% $375.56 -15.1%
Page 3 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%