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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 10 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FERG FERGUSON ENTERPRISES INC Industrials 529.0 $125K 0.02% $237.22 +2.1%
182 MTUM ISHARES TR 366.0 $125K 0.02% $342.85 -11.0%
183 IWP ISHARES TR 850.0 $125K 0.02% $146.47 -1.9%
184 RSG REPUBLIC SVCS INC Industrials 584.0 $124K 0.02% +3.0 +0.5% $212.98 +3.6%
185 SPYV SPDR SERIES TRUST 2,035.0 $124K 0.02% +2K +1654.3% $60.78 +4.5%
186 CFG CITIZENS FINL GROUP INC Financial Services 1,758.0 $123K 0.02% +9.0 +0.5% $70.09 -0.3%
187 TJX TJX COS INC NEW Consumer Cyclical 795.0 $120K 0.02% -7.0 -0.9% $151.52 -7.3%
188 EDOW FIRST TR EXCHANGE-TRADED FD 2,729.0 $120K 0.02% -1K -33.4% $44.10 +4.5%
189 MAR MARRIOTT INTL INC NEW Consumer Cyclical 324.0 $120K 0.02% $370.04 -3.7%
190 AJG GALLAGHER ARTHUR J &CO Financial Services 518.0 $119K 0.02% -14.0 -2.6% $229.38 +15.0%
191 MO ALTRIA GROUP INC Consumer Defensive 1,626.0 $117K 0.02% +44.0 +2.8% $71.93 -8.1%
192 DXJ WISDOMTREE TR 669.0 $116K 0.02% -295.0 -30.6% $173.51 +2.3%
193 TXN TEXAS INSTRS INC Technology 384.0 $114K 0.02% +319.0 +490.8% $297.89 -11.3%
194 CDNS CADENCE DESIGN SYSTEM INC Technology 299.0 $112K 0.02% +3.0 +1.0% $375.56 -15.1%
195 OVLH LISTED FDS TR 2,679.0 $112K 0.02% -1K -30.5% $41.78 +1.4%
196 BERKSHIRE HATHAWAY INC DEL 223.0 $112K 0.02% $500.39
197 PPA INVESCO EXCHANGE TRADED FD T 628.0 $111K 0.02% $176.52 -1.6%
198 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,361.0 $110K 0.02% +7.0 +0.5% $81.17 -10.5%
199 USIG ISHARES TR 2,128.0 $109K 0.02% -34.0 -1.6% $51.30 -2.1%
200 BKLC BNY MELLON ETF TRUST 760.0 $109K 0.02% $47.80 +2.4%
Page 10 of 28  ·  542 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%