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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHLD GLOBAL X FDS 25.0 $2K NEW $70.84 -14.5%
42 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 60.0 $1K NEW $24.38 -15.4%
43 USAR USA RARE EARTH INC Basic Materials 50.0 $757.0 NEW $15.14 +59.3%
44 CCJ CAMECO CORP Energy 5.0 $543.0 NEW $108.60 -1.4%
45 AVIR ATEA PHARMACEUTICALS INC Healthcare 100.0 $538.0 NEW $5.38 -18.4%
46 OKLO OKLO INC Utilities 10.0 $496.0 NEW $49.60 +17.7%
Page 3 of 3  ·  46 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%