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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 26 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ARCC ARES CAPITAL CORP Financial Services 39.0 $703.0 $18.03 -1.0%
502 WBD WARNER BROS DISCOVERY INC Communication Services 23.0 $632.0 $27.48 -4.7%
503 D DOMINION ENERGY INC Utilities 10.0 $618.0 $61.80 +10.1%
504 FIDELITY COVINGTON TRUST 8.0 $563.0 $70.38
505 CCJ CAMECO CORP Energy 5.0 $543.0 NEW $108.60 -1.4%
506 NEM NEWMONT CORP Basic Materials 5.0 $541.0 $108.20 -5.9%
507 DIVB ISHARES TR 10.0 $540.0 $54.00 +12.8%
508 AVIR ATEA PHARMACEUTICALS INC Healthcare 100.0 $538.0 NEW $5.38 -18.4%
509 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 20.0 $527.0 $26.35 -7.6%
510 IJR ISHARES TR 4.0 $497.0 $124.25 +15.3%
511 OKLO OKLO INC Utilities 10.0 $496.0 NEW $49.60 +17.7%
512 DIA STATE STR SPDR DOW JONES IND Financial Services 1.0 $463.0 $463.00 +11.7%
513 HST HOST HOTELS &RESORTS INC Real Estate 22.0 $422.0 $19.18 +31.0%
514 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 26.0 $391.0 $15.04 +0.4%
515 EFA ISHARES TR 4.0 $389.0 $97.25 +7.5%
516 CVNA CARVANA CO Consumer Cyclical 1.0 $314.0 $314.00 -78.8%
517 IYM ISHARES TR 1.0 $176.0 $176.00 +5.2%
518 RGTI RIGETTI COMPUTING INC Technology 10.0 $140.0 -20.0 -66.7% $14.00 +52.7%
519 RIG TRANSOCEAN LTD Energy 21.0 $139.0 $6.62 -18.3%
520 SHOP SHOPIFY INC Technology 1.0 $119.0 $119.00 -9.3%
Page 26 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%