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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 20 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LNG CHENIERE ENERGY INC Energy 75.0 $18K 0.00% $239.01 +17.5%
382 BX BLACKSTONE INC Financial Services 151.0 $18K 0.00% $117.67 +22.1%
383 V VISA INC Financial Services 50.0 $17K 0.00% NEW $344.50 +11.0%
384 GOVT ISHARES TR 744.0 $17K 0.00% $22.78 -1.3%
385 DJT TRUMP MEDIA &TECHNOLOGY GRO Communication Services 2,110.0 $16K 0.00% $7.74 +20.2%
386 SAP SAP SE Technology 100.0 $15K 0.00% NEW $154.11 +41.9%
387 SATS ECHOSTAR CORP Technology 150.0 $15K 0.00% $101.50 -14.3%
388 EPD ENTERPRISE PRODS PARTNERS L 413.0 $15K 0.00% NEW $36.76
389 PSN PARSONS CORP DEL Industrials 281.0 $15K 0.00% $52.39 -6.8%
390 CARNIVAL CORP LTD 510.0 $15K 0.00% NEW $28.59
391 HONEYWELL INTL INC 63.0 $14K 0.00% NEW $223.90
392 EVR EVERCORE INC Financial Services 41.0 $14K 0.00% $341.44 -15.0%
393 HONEYWELL AEROSPACE INC 63.0 $14K 0.00% NEW $221.08
394 EWA ISHARES INC 493.0 $14K 0.00% +7.0 +1.4% $28.15 +6.8%
395 DTD WISDOMTREE TR 147.0 $14K 0.00% $93.24 +4.6%
396 DE DEERE &CO Industrials 22.0 $14K 0.00% -244.0 -91.7% $620.95 +4.5%
397 JNK SPDR SERIES TRUST 137.0 $13K 0.00% +18.0 +15.1% $96.37 -0.4%
398 EQR EQUITY RESIDENTIAL Real Estate 194.0 $13K 0.00% $67.93 -6.3%
399 STM STMICROELECTRONICS N V Technology 175.0 $13K 0.00% NEW $74.89 -34.1%
400 GEV GE VERNOVA INC Utilities 11.0 $13K 0.00% +3.0 +37.5% $1177.64 -20.0%
Page 20 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%