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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 27 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KD KYNDRYL HLDGS INC Technology 9.0 $118.0 $13.11 -19.0%
522 SMCI SUPER MICRO COMPUTER INC Technology 5.0 $114.0 $22.80 +55.5%
523 FORTE BIOSCIENCES INC 3.0 $78.0 $26.00
524 ARBE ARBE ROBOTICS LTD Technology 125.0 $76.0 $0.61 +17.7%
525 DXC DXC TECHNOLOGY CO Technology 4.0 $50.0 $12.50 -33.8%
526 GAMESTOP CORP NEW 12.0 $46.0 $3.83
527 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1.0 $45.0 $45.00 -8.7%
528 PSKY PARAMOUNT SKYDANCE CORP Communication Services 4.0 $36.0 $9.00 +9.9%
529 ETG EATON VANCE TX ADV GLBL DIV Financial Services 2.0 $31.0 -373.0 -99.5% $15.50 +49.2%
530 NFE NEW FORTRESS ENERGY INC Utilities 45.0 $27.0 $0.60 -33.2%
531 IQ IQIYI INC Communication Services 16.0 $22.0 $1.38 -25.8%
532 SOFI SOFI TECHNOLOGIES INC Financial Services 1.0 $16.0 $16.00 +6.9%
533 WOLF WOLFSPEED INC Technology 1.0 $16.0 $16.00 +258.8%
Page 27 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%