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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  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHP SCHWAB STRATEGIC TR 223.0 $6K 0.00% -5.0 -2.2% $26.48 -2.0%
142 CQP CHENIERE ENERGY PARTNERS L P Energy 92.0 $6K 0.00% -773.0 -89.4% $60.63 +12.8%
143 GWX SPDR INDEX SHS FDS 123.0 $5K 0.00% -13.0 -9.6% $43.76 +5.6%
144 MHO M/I HOMES INC Consumer Cyclical 29.0 $5K 0.00% -3.0 -9.4% $159.83 -4.7%
145 FS SPECIALTY LENDING FD 329.0 $4K 0.00% -551.0 -62.6% $11.15
146 CERY SPDR SERIES TRUST 105.0 $4K 0.00% -11.0 -9.5% $33.43 +15.1%
147 O REALTY INCOME CORP Real Estate 4.0 $248.0 -64.0 -94.1% $62.00 +1.0%
Page 8 of 8  ·  147 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%