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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UAL UNITED AIRLS HLDGS INC Industrials 53.0 $7K 0.00% +9.0 +20.4% $136.02 -16.8%
142 CRWV COREWEAVE INC Technology 57.0 $6K 0.00% +33.0 +137.5% $99.54 -11.7%
143 SPIB SPDR SERIES TRUST 169.0 $6K 0.00% +26.0 +18.2% $33.46 -1.1%
144 DON WISDOMTREE TR 100.0 $6K 0.00% +36.0 +56.2% $56.52 +3.1%
145 TOL TOLL BROTHERS INC Consumer Cyclical 31.0 $5K 0.00% +1.0 +3.3% $162.48 -9.5%
146 DHI D R HORTON INC Consumer Cyclical 29.0 $5K 0.00% +1.0 +3.6% $164.10 -9.6%
147 SHOP SHOPIFY INC Technology 41.0 $5K 0.00% +40.0 +4000.0% $114.17 +30.7%
148 HPE HEWLETT PACKARD ENTERPRISE C Technology 88.0 $4K 0.00% +1.0 +1.1% $44.88 +19.1%
149 IJR ISHARES TR 24.0 $4K 0.00% +20.0 +500.0% $148.75 -1.0%
150 EBND SPDR SERIES TRUST 135.0 $3K +23.0 +20.5% $20.92 +1.5%
151 EMHC SPDR SERIES TRUST 111.0 $3K +11.0 +11.0% $25.44 -2.1%
152 SRLN SSGA ACTIVE ETF TR 70.0 $3K +10.0 +16.7% $40.29 +0.8%
153 EMB ISHARES TR 29.0 $3K +4.0 +16.0% $96.45 -1.8%
154 FISR SSGA ACTIVE TR 74.0 $2K +9.0 +13.8% $25.65 -1.6%
155 CVNA CARVANA CO Consumer Cyclical 25.0 $2K +24.0 +2400.0% $65.84 +6.1%
156 SMCI SUPER MICRO COMPUTER INC Technology 45.0 $1K +40.0 +800.0% $29.33 +27.0%
157 RGTI RIGETTI COMPUTING INC Technology 65.0 $1K +55.0 +550.0% $19.32 -7.3%
158 SOFI SOFI TECHNOLOGIES INC Financial Services 51.0 $914.0 +50.0 +5000.0% $17.92 +5.5%
Page 8 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%