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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 8 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMAT APPLIED MATLS INC Technology 534.0 $182K 0.04% +65.0 +13.9% $341.56 +87.4%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 752.0 $182K 0.04% +103.0 +15.9% $242.54 +4.0%
143 XLK SELECT SECTOR SPDR TR 1,371.0 $182K 0.04% $132.91 +44.6%
144 DGRS WISDOMTREE TR 3,351.0 $177K 0.04% -562.0 -14.4% $52.96 +9.6%
145 IWR ISHARES TR 1,791.0 $174K 0.03% +304.0 +20.4% $97.23 +12.2%
146 AXP AMERICAN EXPRESS CO Financial Services 576.0 $174K 0.03% +7.0 +1.2% $302.32 +11.8%
147 GILD GILEAD SCIENCES INC Healthcare 1,228.0 $171K 0.03% +119.0 +10.7% $139.41 -10.4%
148 FXN FIRST TR EXCHANGE-TRADED FD 7,559.0 $170K 0.03% $22.46 -8.5%
149 USB US BANCORP Financial Services 3,242.0 $169K 0.03% +915.0 +39.3% $52.00 +12.8%
150 AVUS AMERICAN CENTY ETF TR 1,505.0 $167K 0.03% $111.18 +14.9%
151 GAUG FIRST TR EXCHNG TRADED FD VI 4,297.0 $166K 0.03% $38.71 +6.7%
152 EDOW FIRST TR EXCHANGE-TRADED FD 4,098.0 $166K 0.03% $40.57 +7.6%
153 PRU PRUDENTIAL FINL INC Financial Services 1,673.0 $163K 0.03% +569.0 +51.5% $97.67 +10.8%
154 WFC WELLS FARGO &CO Financial Services 2,011.0 $160K 0.03% +317.0 +18.7% $79.62 +3.2%
155 OEF ISHARES TR 502.0 $160K 0.03% +24.0 +5.0% $318.07 +14.9%
156 FITB FIFTH THIRD BANCORP Financial Services 3,425.0 $159K 0.03% +537.0 +18.6% $46.47 +15.4%
157 KO COCA COLA CO Consumer Defensive 2,073.0 $158K 0.03% +460.0 +28.5% $76.04 +4.6%
158 CMI CUMMINS INC Industrials 288.0 $155K 0.03% +56.0 +24.1% $537.46 +34.9%
159 DXJ WISDOMTREE TR 964.0 $153K 0.03% -192.0 -16.6% $158.51 +13.4%
160 DE DEERE &CO Industrials 266.0 $150K 0.03% +67.0 +33.7% $562.53 +6.4%
Page 8 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%