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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 11 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,266.0 $109K 0.02% $33.29 +31.2%
202 COF CAPITAL ONE FINL CORP Financial Services 540.0 $108K 0.02% +43.0 +8.7% $200.77 +8.5%
203 VRT VERTIV HOLDINGS CO Industrials 322.0 $108K 0.02% -17.0 -5.0% $335.11 -21.8%
204 FEP FIRST TR EXCH TRD ALPHDX FD 1,866.0 $106K 0.02% +26.0 +1.4% $57.04 +6.2%
205 THRO BLACKROCK ETF TRUST 2,462.0 $106K 0.02% $43.11 +1.2%
206 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,080.0 $106K 0.02% $25.95 +31.3%
207 LMT LOCKHEED MARTIN CORP Industrials 207.0 $106K 0.02% +7.0 +3.5% $510.47 +10.4%
208 CTAS CINTAS CORP Industrials 621.0 $106K 0.02% +5.0 +0.8% $169.95 +19.9%
209 FIW FIRST TR EXCHANGE-TRADED FD 963.0 $105K 0.02% $109.52 +1.5%
210 TFC TRUIST FINL CORP Financial Services 2,109.0 $105K 0.02% +23.0 +1.1% $49.82 +1.2%
211 NFLX NETFLIX INC. Communication Services 1,471.0 $105K 0.02% +180.0 +13.9% $71.38 +11.5%
212 QUAL ISHARES TR 468.0 $103K 0.02% $219.47 +1.7%
213 QGRW WISDOMTREE TR 1,541.0 $102K 0.02% +1K +293.1% $66.03 +1.3%
214 TEL TE CONNECTIVITY PLC Technology 504.0 $102K 0.02% $201.42 +1.0%
215 PAA PLAINS ALL AMERN PIPELINE L Energy 4,552.0 $101K 0.02% $22.26 +10.6%
216 SPYG SPDR SERIES TRUST 850.0 $101K 0.02% +775.0 +1033.3% $119.03 +1.0%
217 PHM PULTE GROUP INC Consumer Cyclical 733.0 $101K 0.02% +9.0 +1.2% $137.19 -6.0%
218 AMGN AMGEN INC Healthcare 271.0 $98K 0.02% +5.0 +1.9% $362.20 +21.3%
219 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 101.0 $97K 0.02% +25.0 +32.9% $965.00 -11.9%
220 MRSH MARSH &MCLENNAN COS INC Financial Services 580.0 $97K 0.02% $166.69 +15.2%
Page 11 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%