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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 4 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLD PROLOGIS INC. Real Estate 1,506.0 $199K 0.04% +314.0 +26.3% $132.20 +8.8%
62 CVX CHEVRON CORPORATION Energy 920.0 $190K 0.04% +11.0 +1.2% $206.90 -15.4%
63 DYNF BLACKROCK ETF TRUST 3,258.0 $190K 0.04% +176.0 +5.7% $58.19 +16.3%
64 C CITIGROUP INC Financial Services 1,649.0 $187K 0.04% +163.0 +11.0% $113.44 +28.4%
65 KMI KINDER MORGAN INC DEL Energy 5,494.0 $184K 0.04% +1K +24.3% $33.53 -3.8%
66 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,357.0 $183K 0.04% +18.0 +1.3% $135.20 -4.2%
67 AMAT APPLIED MATLS INC Technology 534.0 $182K 0.04% +65.0 +13.9% $341.56 +87.4%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 752.0 $182K 0.04% +103.0 +15.9% $242.54 +4.0%
69 IWR ISHARES TR 1,791.0 $174K 0.03% +304.0 +20.4% $97.23 +12.2%
70 AXP AMERICAN EXPRESS CO Financial Services 576.0 $174K 0.03% +7.0 +1.2% $302.32 +11.8%
71 GILD GILEAD SCIENCES INC Healthcare 1,228.0 $171K 0.03% +119.0 +10.7% $139.41 -10.4%
72 USB US BANCORP Financial Services 3,242.0 $169K 0.03% +915.0 +39.3% $52.00 +12.8%
73 PRU PRUDENTIAL FINL INC Financial Services 1,673.0 $163K 0.03% +569.0 +51.5% $97.67 +10.8%
74 WFC WELLS FARGO &CO Financial Services 2,011.0 $160K 0.03% +317.0 +18.7% $79.62 +3.2%
75 OEF ISHARES TR 502.0 $160K 0.03% +24.0 +5.0% $318.07 +14.9%
76 FITB FIFTH THIRD BANCORP Financial Services 3,425.0 $159K 0.03% +537.0 +18.6% $46.47 +15.4%
77 KO COCA COLA CO Consumer Defensive 2,073.0 $158K 0.03% +460.0 +28.5% $76.04 +4.6%
78 CMI CUMMINS INC Industrials 288.0 $155K 0.03% +56.0 +24.1% $537.46 +34.9%
79 DE DEERE &CO Industrials 266.0 $150K 0.03% +67.0 +33.7% $562.53 +6.4%
80 BLV VANGUARD BD INDEX FDS 2,083.0 $143K 0.03% +433.0 +26.2% $68.76 -0.1%
Page 4 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%