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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 22 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GEV GE VERNOVA INC Utilities 8.0 $7K 0.00% $875.25 +20.7%
422 SPYV SPDR SERIES TRUST 116.0 $7K 0.00% $56.61 +7.3%
423 QS QUANTUMSCAPE CORP Consumer Cyclical 1,000.0 $6K 0.00% $6.38 +17.5%
424 MDYV SPDR SERIES TRUST 75.0 $6K 0.00% +1.0 +1.4% $84.77 +9.9%
425 DEO DIAGEO PLC Consumer Defensive 85.0 $6K 0.00% NEW $74.45 +10.0%
426 BUG GLOBAL X FDS 250.0 $6K 0.00% $25.12 +36.5%
427 SPMD SPDR SERIES TRUST 103.0 $6K 0.00% $59.22 +12.0%
428 SCHP SCHWAB STRATEGIC TR 228.0 $6K 0.00% $26.61 -0.9%
429 EXPI EXP WORLD HLDGS INC Real Estate 1,000.0 $6K 0.00% $5.99 -21.0%
430 LNN LINDSAY CORP Industrials 50.0 $6K 0.00% $119.78 -2.0%
431 FCX FREEPORT MCMORAN INC Basic Materials 100.0 $6K 0.00% $58.78 +10.7%
432 GWX SPDR INDEX SHS FDS 136.0 $6K 0.00% $42.23 +3.4%
433 NVO NOVO-NORDISK A S Healthcare 155.0 $6K 0.00% NEW $36.75 +27.3%
434 SHYD VANECK ETF TRUST 241.0 $5K 0.00% $22.66 +1.0%
435 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 1,063.0 $5K 0.00% $5.10 -6.4%
436 MOS MOSAIC CO Basic Materials 211.0 $5K 0.00% +2.0 +1.0% $25.44 -15.6%
437 SLYG SPDR SERIES TRUST 55.0 $5K 0.00% $96.93 +17.8%
438 SLYV SPDR SERIES TRUST 54.0 $5K 0.00% +1.0 +1.9% $93.83 +12.9%
439 F FORD MTR CO Consumer Cyclical 422.0 $5K 0.00% -2K -85.3% $11.55 +22.3%
440 DIS DISNEY WALT CO Communication Services 50.0 $5K 0.00% $96.38 +7.1%
Page 22 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%