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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 19 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ASML ASML HLDG NV Technology 15.0 $20K 0.00% NEW $1320.80 +34.7%
362 DJT TRUMP MEDIA &TECHNOLOGY GRO Communication Services 2,110.0 $20K 0.00% +2K +497.7% $9.28 -15.1%
363 SCHV SCHWAB STRATEGIC TR 640.0 $20K 0.00% -2K -72.2% $30.48 +13.1%
364 TTMI TTM TECHNOLOGIES INC Technology 200.0 $19K 0.00% NEW $97.42 +118.8%
365 SPG SIMON PPTY GROUP INC NEW Real Estate 101.0 $19K 0.00% NEW $186.90 +16.0%
366 VSEC VSE CORP Industrials 100.0 $18K 0.00% NEW $184.40 +16.9%
367 SCHG SCHWAB STRATEGIC TR 630.0 $18K 0.00% -890.0 -58.5% $29.15 +13.3%
368 CME CME GROUP INC Financial Services 62.0 $18K 0.00% NEW $293.02 -17.3%
369 TLH ISHARES TR 178.0 $18K 0.00% $100.72 -0.7%
370 SATS ECHOSTAR CORP Technology 150.0 $18K 0.00% NEW $117.07 -11.2%
371 BX BLACKSTONE INC Financial Services 151.0 $17K 0.00% $114.99 +4.4%
372 GOVT ISHARES TR 744.0 $17K 0.00% $22.91 -0.9%
373 AAOI APPLIED OPTOELECTRONICS INC Technology 200.0 $17K 0.00% NEW $84.59 +74.3%
374 FPXE FIRST TR EXCHANGE-TRADED FD 532.0 $17K 0.00% $31.22 +13.2%
375 SPSM SPDR SERIES TRUST 341.0 $16K 0.00% -142.0 -29.4% $48.35 +14.8%
376 VYM VANGUARD WHITEHALL FDS 111.0 $16K 0.00% -503.0 -81.9% $148.10 +6.8%
377 CNA CNA FINL CORP Financial Services 350.0 $16K 0.00% NEW $45.92 +2.2%
378 SLV ISHARES SILVER TR Financial Services 224.0 $15K 0.00% +219.0 +4380.0% $68.14 -18.2%
379 PSN PARSONS CORP DEL Industrials 281.0 $15K 0.00% $54.17 -9.1%
380 GWRE GUIDEWIRE SOFTWARE INC Technology 100.0 $15K 0.00% NEW $149.56 -26.7%
Page 19 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%