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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 19 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FDL FIRST TR EXCHANGE-TRADED FD 543.0 $26K 0.01% -267.0 -33.0% $48.68 +9.7%
362 KEYS KEYSIGHT TECHNOLOGIES INC Technology 75.0 $26K 0.00% NEW $350.07 -11.1%
363 SCHH SCHWAB STRATEGIC TR 1,089.0 $26K 0.00% NEW $23.67 +1.7%
364 MBB ISHARES TR 269.0 $25K 0.00% $94.52 -1.3%
365 SANM SANMINA CORP Technology 100.0 $25K 0.00% NEW $253.08 -26.6%
366 XLE SELECT SECTOR SPDR TR 433.0 $23K 0.00% +15.0 +3.6% $53.11 +18.6%
367 VSEC VSE CORP Industrials 100.0 $23K 0.00% $228.50 -6.6%
368 SCHV SCHWAB STRATEGIC TR 642.0 $22K 0.00% $34.83 -0.2%
369 DIOD DIODES INC Technology 200.0 $22K 0.00% NEW $109.44 -19.0%
370 ASML ASML HLDG NV Technology 11.0 $22K 0.00% -4.0 -26.7% $1989.45 -12.3%
371 SCHG SCHWAB STRATEGIC TR 631.0 $21K 0.00% $33.84 +4.0%
372 POWI POWER INTEGRATIONS INC Technology 250.0 $21K 0.00% NEW $83.76 -36.9%
373 FXU FIRST TR EXCHANGE-TRADED FD 415.0 $20K 0.00% -207.0 -33.3% $49.33 -3.0%
374 LUV SOUTHWEST AIRLS CO Industrials 391.0 $20K 0.00% +2.0 +0.5% $51.39 -21.4%
375 AVT AVNET INC Technology 225.0 $20K 0.00% NEW $88.82 -3.0%
376 AEHR AEHR TEST SYS Technology 200.0 $19K 0.00% NEW $96.06 -0.1%
377 MCK MCKESSON CORP Healthcare 25.0 $19K 0.00% $757.08 +14.3%
378 FPXE FIRST TR EXCHANGE-TRADED FD 538.0 $19K 0.00% +6.0 +1.1% $34.85 -3.9%
379 TLH ISHARES TR 183.0 $18K 0.00% +5.0 +2.8% $100.35 -3.2%
380 DLTR DOLLAR TREE INC Consumer Defensive 150.0 $18K 0.00% NEW $120.95 +11.4%
Page 19 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%