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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 25 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NG NOVAGOLD RESOURCES INC Basic Materials 200.0 $2K NEW $8.98 -19.6%
482 DNOW DNOW INC Energy 150.0 $2K NEW $11.91 +12.6%
483 SHLD GLOBAL X FDS 25.0 $2K NEW $70.84 -14.5%
484 HPQ HP INC Technology 91.0 $2K +1.0 +1.1% $19.13 +23.7%
485 FISR SSGA ACTIVE TR 65.0 $2K $25.72 -0.7%
486 PFFD GLOBAL X FDS 82.0 $2K $18.40 +1.8%
487 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 60.0 $1K NEW $24.38 -20.3%
488 MMM 3M CO Industrials 10.0 $1K $145.20 +11.5%
489 CEG CONSTELLATION ENERGY CORP Utilities 5.0 $1K +3.0 +150.0% $279.20 -3.2%
490 AMLP ALPS ETF TR 25.0 $1K $52.64 -1.9%
491 QQQ INVESCO QQQ TR Financial Services 2.0 $1K $577.00 +23.7%
492 GDXJ VANECK ETF TRUST 9.0 $1K +3.0 +50.0% $120.00 -16.2%
493 STAG STAG INDUSTRIAL INC Real Estate 27.0 $974.0 $36.07 +7.8%
494 ABNB AIRBNB INC Consumer Cyclical 7.0 $884.0 $126.29 +9.9%
495 REAX THE REAL BROKERAGE INC Real Estate 348.0 $870.0 -5.0 -1.4% $2.50 -30.0%
496 LEU CENTRUS ENERGY CORP Energy 5.0 $868.0 +2.0 +66.7% $173.60 +2.2%
497 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 100.0 $845.0 $8.45 +32.1%
498 CRWD CROWDSTRIKE HLDGS INC Technology 2.0 $781.0 $390.50 +74.4%
499 USAR USA RARE EARTH INC Basic Materials 50.0 $757.0 NEW $15.14 +51.2%
500 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34.0 $735.0 $21.62 +16.3%
Page 25 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%