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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 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 217.0 $250K 0.04% NEW $1154.29 -16.2%
2 SPACE EXPLORATION TECHN CORP 741.0 $127K 0.02% NEW $170.86
3 SCHK SCHWAB STRATEGIC TR 2,158.0 $78K 0.01% NEW $36.05 +2.5%
4 IGIB ISHARES TR 1,233.0 $66K 0.01% NEW $53.17 -1.9%
5 SPMB SPDR SERIES TRUST 1,979.0 $44K 0.01% NEW $22.31 -1.6%
6 TGT TARGET CORP Consumer Defensive 308.0 $40K 0.01% NEW $130.61 +26.7%
7 PWR QUANTA SVCS INC Industrials 50.0 $36K 0.01% NEW $720.04 -11.2%
8 SPTL SPDR SERIES TRUST 1,345.0 $35K 0.01% NEW $26.23 -4.3%
9 SYY SYSCO CORP Consumer Defensive 410.0 $34K 0.01% NEW $83.58 +0.6%
10 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 100.0 $29K 0.01% NEW $293.18 +4.1%
11 KEYS KEYSIGHT TECHNOLOGIES INC Technology 75.0 $26K 0.00% NEW $350.07 -9.7%
12 SCHH SCHWAB STRATEGIC TR 1,089.0 $26K 0.00% NEW $23.67 +1.6%
13 SANM SANMINA CORP Technology 100.0 $25K 0.00% NEW $253.08 -25.4%
14 DIOD DIODES INC Technology 200.0 $22K 0.00% NEW $109.44 -14.1%
15 POWI POWER INTEGRATIONS INC Technology 250.0 $21K 0.00% NEW $83.76 -34.1%
16 AVT AVNET INC Technology 225.0 $20K 0.00% NEW $88.82 -0.2%
17 AEHR AEHR TEST SYS Technology 200.0 $19K 0.00% NEW $96.06 +5.9%
18 DLTR DOLLAR TREE INC Consumer Defensive 150.0 $18K 0.00% NEW $120.95 +8.7%
19 V VISA INC Financial Services 50.0 $17K 0.00% NEW $344.50 +7.7%
20 SAP SAP SE Technology 100.0 $15K 0.00% NEW $154.11 +41.9%
Page 1 of 3  ·  56 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%