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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 20 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WELL WELLTOWER INC Real Estate 75.0 $15K 0.00% NEW $197.71 +10.1%
382 LUV SOUTHWEST AIRLS CO Industrials 389.0 $15K 0.00% +100.0 +34.6% $37.61 +31.4%
383 SCHW SCHWAB CHARLES CORP Financial Services 150.0 $14K 0.00% NEW $93.98 -0.9%
384 EWA ISHARES INC 486.0 $13K 0.00% $27.77 +0.9%
385 NTR NUTRIEN LTD Basic Materials 175.0 $13K 0.00% NEW $75.46 -18.4%
386 XAR SPDR SERIES TRUST 51.0 $13K 0.00% +24.0 +88.9% $252.98 +8.8%
387 TXN TEXAS INSTRS INC Technology 65.0 $13K 0.00% $195.51 +55.7%
388 DTD WISDOMTREE TR 147.0 $13K 0.00% $86.36 +7.8%
389 HIW HIGHWOODS PPTYS INC Real Estate 575.0 $12K 0.00% NEW $21.41 +37.9%
390 EVR EVERCORE INC Financial Services 41.0 $12K 0.00% $298.51 +22.8%
391 B BARRICK MNG CORP Basic Materials 300.0 $12K 0.00% -5.0 -1.6% $40.79 -6.4%
392 CCL CARNIVAL CORP Consumer Cyclical 460.0 $12K 0.00% -253.0 -35.5% $25.86 +11.1%
393 NFTY FIRST TR EXCH TRD ALPHDX FD 228.0 $12K 0.00% +2.0 +0.9% $51.46 +4.4%
394 EQR EQUITY RESIDENTIAL Real Estate 194.0 $11K 0.00% $59.15 +11.1%
395 UNILEVER PLC 200.0 $11K 0.00% NEW $56.97
396 JNK SPDR SERIES TRUST 119.0 $11K 0.00% $95.72 +0.6%
397 CUZ COUSINS PPTYS INC Real Estate 500.0 $11K 0.00% NEW $22.57 +27.9%
398 MDYG SPDR SERIES TRUST 115.0 $11K 0.00% $96.29 +13.5%
399 FS SPECIALTY LENDING FD 880.0 $11K 0.00% -4K -82.5% $12.51
400 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 117.0 $11K 0.00% +1.0 +0.9% $90.29 +24.4%
Page 20 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%