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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CEG CONSTELLATION ENERGY CORP Utilities 5 $1K SOLD
42 GDXJ VANECK ETF TRUST 9 $1K SOLD
43 REAX THE REAL BROKERAGE INC Real Estate 348 $870.0 SOLD
44 LEU CENTRUS ENERGY CORP Energy 5 $868.0 SOLD
45 CCJ CAMECO CORP Energy 5 $543.0 SOLD
46 NEM NEWMONT CORP Basic Materials 5 $541.0 SOLD
47 OKLO OKLO INC Utilities 10 $496.0 SOLD
Page 3 of 3  ·  47 positions
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%