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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 25 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KTOS KRATOS DEFENSE &SEC SOLUTIO Industrials 50.0 $2K NEW $49.86 +14.7%
482 CHAT TIDAL TRUST II 24.0 $2K NEW $98.67 -10.8%
483 KGC KINROSS GOLD CORP Basic Materials 100.0 $2K NEW $23.62 +38.7%
484 ATO ATMOS ENERGY CORP Utilities 13.0 $2K $175.23 -4.8%
485 TIGR UP FINTECH HLDG LTD Financial Services 500.0 $2K $4.40 +21.1%
486 PATH UIPATH INC Technology 200.0 $2K $10.87 +50.8%
487 ANGLOGOLD ASHANTI PLC 25.0 $2K NEW $80.88
488 HPQ HP INC Technology 91.0 $2K $22.03 +34.8%
489 ISRG INTUITIVE SURGICAL INC Healthcare 5.0 $2K $397.60 -4.7%
490 DNOW DNOW INC Energy 150.0 $2K $12.97 +20.9%
491 FISR SSGA ACTIVE TR 74.0 $2K +9.0 +13.8% $25.65 -1.6%
492 CVNA CARVANA CO Consumer Cyclical 25.0 $2K +24.0 +2400.0% $65.84 +6.1%
493 MMM 3M CO Industrials 10.0 $2K $161.90 +10.5%
494 TSCO TRACTOR SUPPLY CO Consumer Cyclical 50.0 $2K $31.62 +10.6%
495 RDW REDWIRE CORPORATION Industrials 129.0 $2K NEW $12.22 -1.7%
496 SHLD GLOBAL X FDS 25.0 $1K $59.72 +12.3%
497 QQQ INVESCO QQQ TR Financial Services 2.0 $1K $736.50 -3.1%
498 RGEN REPLIGEN CORP Healthcare 10.0 $1K NEW $136.40 +32.8%
499 IONQ IONQ INC Technology 25.0 $1K NEW $53.28 -15.8%
500 SMCI SUPER MICRO COMPUTER INC Technology 45.0 $1K +40.0 +800.0% $29.33 +27.0%
Page 25 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%