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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 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,361.0 $110K 0.02% +7.0 +0.5% $81.17 -10.5%
62 COF CAPITAL ONE FINL CORP Financial Services 540.0 $108K 0.02% +43.0 +8.7% $200.77 +8.5%
63 FEP FIRST TR EXCH TRD ALPHDX FD 1,866.0 $106K 0.02% +26.0 +1.4% $57.04 +6.2%
64 LMT LOCKHEED MARTIN CORP Industrials 207.0 $106K 0.02% +7.0 +3.5% $510.47 +10.4%
65 CTAS CINTAS CORP Industrials 621.0 $106K 0.02% +5.0 +0.8% $169.95 +19.9%
66 TFC TRUIST FINL CORP Financial Services 2,109.0 $105K 0.02% +23.0 +1.1% $49.82 +1.2%
67 NFLX NETFLIX INC. Communication Services 1,471.0 $105K 0.02% +180.0 +13.9% $71.38 +11.5%
68 QGRW WISDOMTREE TR 1,541.0 $102K 0.02% +1K +293.1% $66.03 +1.3%
69 SPYG SPDR SERIES TRUST 850.0 $101K 0.02% +775.0 +1033.3% $119.03 +1.0%
70 PHM PULTE GROUP INC Consumer Cyclical 733.0 $101K 0.02% +9.0 +1.2% $137.19 -6.0%
71 AMGN AMGEN INC Healthcare 271.0 $98K 0.02% +5.0 +1.9% $362.20 +21.3%
72 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 101.0 $97K 0.02% +25.0 +32.9% $965.00 -11.9%
73 BA BOEING CO Industrials 441.0 $95K 0.02% +142.0 +47.5% $216.37 -1.0%
74 MCO MOODYS CORP Financial Services 195.0 $88K 0.01% +2.0 +1.0% $453.54 +11.0%
75 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 266.0 $85K 0.01% +10.0 +3.9% $317.98 -8.2%
76 SCHM SCHWAB STRATEGIC TR 2,262.0 $83K 0.01% +2K +787.1% $36.88 -1.9%
77 DVY ISHARES TR 531.0 $83K 0.01% +4.0 +0.8% $156.38 +4.9%
78 SCHF SCHWAB STRATEGIC TR 2,891.0 $80K 0.01% +18.0 +0.6% $27.70 +2.8%
79 WPC WP CAREY INC Real Estate 1,058.0 $76K 0.01% +10.0 +0.9% $71.51 -0.4%
80 CCI CROWN CASTLE INC Real Estate 987.0 $75K 0.01% +9.0 +0.9% $75.75 -0.3%
Page 4 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%