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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 16 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLTR PALANTIR TECHNOLOGIES INC Technology 306.0 $45K 0.01% -52.0 -14.5% $146.28 -20.2%
302 MAA MID-AMER APT CMNTYS INC Real Estate 357.0 $44K 0.01% +10.0 +2.9% $122.03 +9.7%
303 LIN LINDE PLC Basic Materials 87.0 $43K 0.01% $495.76 +3.3%
304 BR BROADRIDGE FINL SOLUTIONS IN Technology 265.0 $43K 0.01% +62.0 +30.5% $162.61 -16.2%
305 APH AMPHENOL CORP Technology 338.0 $43K 0.01% +24.0 +7.6% $126.50 +25.5%
306 AIZ ASSURANT INC Financial Services 195.0 $43K 0.01% +8.0 +4.3% $217.99 +21.7%
307 ASTS AST SPACEMOBILE INC Technology 500.0 $41K 0.01% $82.87 -12.1%
308 ORCL ORACLE CORP Technology 281.0 $41K 0.01% +15.0 +5.6% $147.12 +12.3%
309 FDL FIRST TR EXCHANGE-TRADED FD 810.0 $41K 0.01% +6.0 +0.8% $50.80 -2.4%
310 RDVY FIRST TR EXCHANGE TRADED FD 602.0 $41K 0.01% $68.24 +15.1%
311 HON HONEYWELL INTL INC Industrials 180.0 $41K 0.01% +55.0 +44.0% $225.56 -1.4%
312 DOC HEALTHPEAK PROPERTIES INC Real Estate 2,459.0 $40K 0.01% +346.0 +16.4% $16.43 +25.1%
313 IUSB ISHARES TR 870.0 $40K 0.01% $46.19 -0.3%
314 NI NISOURCE INC Utilities 858.0 $40K 0.01% +13.0 +1.5% $46.67 +1.3%
315 SPHQ INVESCO EXCHANGE TRADED FD T 532.0 $40K 0.01% $75.13 +15.7%
316 VXF VANGUARD INDEX FDS 187.0 $39K 0.01% $206.01 +15.9%
317 TWLO TWILIO INC Communication Services 305.0 $38K 0.01% +6.0 +2.0% $125.82 +46.3%
318 FRI FIRST TR EXCHANGE-TRADED FD 1,339.0 $38K 0.01% $28.46 +11.8%
319 EWC ISHARES INC 679.0 $37K 0.01% $54.77 +5.3%
320 ZM ZOOM COMMUNICATIONS INC Technology 460.0 $37K 0.01% -195.0 -29.8% $80.39 +4.9%
Page 16 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%