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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 27 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 20.0 $520.0 $26.00 +8.7%
522 AVIR ATEA PHARMACEUTICALS INC Healthcare 100.0 $465.0 $4.65 +16.8%
523 NOV NOV INC Energy 25.0 $464.0 NEW $18.56 +10.0%
524 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 26.0 $451.0 $17.35 -2.2%
525 VELO3D INC 25.0 $439.0 NEW $17.56
526 EFA ISHARES TR 4.0 $416.0 $104.00 +4.1%
527 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5.0 $320.0 NEW $64.00 +16.9%
528 O REALTY INCOME CORP Real Estate 4.0 $248.0 -64.0 -94.1% $62.00 +1.0%
529 DSX DIANA SHIPPING INC Industrials 100.0 $210.0 NEW $2.10 +29.0%
530 IYM ISHARES TR 1.0 $180.0 $180.00 +8.4%
531 ARBE ARBE ROBOTICS LTD Technology 125.0 $104.0 $0.83 -14.1%
532 RIG TRANSOCEAN LTD Energy 21.0 $103.0 $4.90 +20.7%
533 KD KYNDRYL HLDGS INC Technology 9.0 $102.0 $11.33 +10.7%
534 FORTE BIOSCIENCES INC 3.0 $64.0 $21.33
535 WOLF WOLFSPEED INC Technology 1.0 $48.0 $48.00 -46.3%
536 PSKY PARAMOUNT SKYDANCE CORP Communication Services 4.0 $39.0 $9.75 +6.2%
537 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1.0 $38.0 $38.00 +31.9%
538 ETG EATON VANCE TX ADV GLBL DIV Financial Services 2.0 $37.0 $18.50 +29.7%
539 DXC DXC TECHNOLOGY CO Technology 4.0 $35.0 $8.75 +23.4%
540 GAMESTOP CORP NEW 12.0 $33.0 $2.75
Page 27 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%