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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 12 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BALL BALL CORP Consumer Cyclical 1,467.0 $87K 0.02% NEW $59.11 +2.4%
222 LRCX LAM RESEARCH CORP Technology 404.0 $86K 0.02% +6.0 +1.5% $213.84 +74.3%
223 FXR FIRST TR EXCHANGE-TRADED FD 1,057.0 $86K 0.02% $81.66 +7.5%
224 PHM PULTE GROUP INC Consumer Cyclical 724.0 $85K 0.02% -142.0 -16.4% $117.53 +7.5%
225 VRT VERTIV HOLDINGS CO Industrials 339.0 $85K 0.02% -104.0 -23.5% $250.77 +28.7%
226 FYX FIRST TR EXCHANGE-TRADED ALP 710.0 $85K 0.02% $119.33 +16.9%
227 MCO MOODYS CORP Financial Services 193.0 $84K 0.02% +8.0 +4.3% $436.46 +1.5%
228 CI THE CIGNA GROUP Healthcare 311.0 $83K 0.02% +55.0 +21.5% $266.40 +5.8%
229 CDNS CADENCE DESIGN SYSTEM INC Technology 296.0 $82K 0.02% +2.0 +0.7% $278.05 +37.9%
230 FVD FIRST TR EXCHANGE-TRADED FD 1,748.0 $82K 0.02% -385.0 -18.1% $47.02 +1.7%
231 VRTX VERTEX PHARMACEUTICALS INC Healthcare 184.0 $82K 0.02% +2.0 +1.1% $446.54 +5.3%
232 IQDG WISDOMTREE TR 2,021.0 $81K 0.02% -304.0 -13.1% $40.13 +7.6%
233 DVY ISHARES TR 527.0 $80K 0.02% +4.0 +0.8% $151.43 +2.6%
234 CCI CROWN CASTLE INC Real Estate 978.0 $80K 0.02% +192.0 +24.4% $81.31 +3.7%
235 FXD FIRST TR EXCHANGE-TRADED FD 1,235.0 $79K 0.02% $64.01 +7.1%
236 FTGS FIRST TR EXCHANGE-TRADED FD 2,310.0 $79K 0.02% -524.0 -18.5% $34.05 +7.7%
237 VIS VANGUARD WORLD FD 251.0 $78K 0.01% $312.59 +12.3%
238 BDX BECTON DICKINSON &CO Healthcare 481.0 $76K 0.01% +81.0 +20.2% $157.07 -7.5%
239 MS MORGAN STANLEY Financial Services 452.0 $74K 0.01% NEW $164.57 +38.4%
240 WTPI WISDOMTREE TR 2,307.0 $74K 0.01% -307.0 -11.7% $31.91 +2.9%
Page 12 of 27  ·  533 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%