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Portfolio (Quarterly) Guide ↗

RED REEF ADVISORS LLC

· CIK 0002122970
13F Portfolio $96M AUM 179 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 45 Added 56 Reduced 7 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 2,800.0 $260K 0.27% -432.0 -13.4% $92.88 +0.5%
42 CSCO CISCO SYS INC Technology 3,335.0 $259K 0.27% -150.0 -4.3% $77.59 +52.4%
43 COWZ PACER FDS TR 4,003.0 $250K 0.26% -55.0 -1.4% $62.55 +1.7%
44 QLTA ISHARES TR 4,844.0 $231K 0.24% -469.0 -8.8% $47.59 -1.2%
45 SCHW SCHWAB CHARLES CORP Financial Services 2,341.0 $220K 0.23% -13.0 -0.6% $93.98 -3.3%
46 FNDC SCHWAB STRATEGIC TR 4,515.0 $209K 0.22% -209.0 -4.4% $46.36 +6.7%
47 VNQI VANGUARD INTL EQUITY INDEX F 2,526.0 $112K 0.12% -92.0 -3.5% $44.44 +3.2%
48 IJR ISHARES TR 822.0 $102K 0.11% -252.0 -23.5% $124.31 +8.1%
49 TJUL INNOVATOR ETFS TRUST 3,102.0 $91K 0.10% -686.0 -18.1% $29.36 +2.6%
50 IJH ISHARES TR 1,120.0 $76K 0.08% -189.0 -14.4% $67.53 +6.8%
51 GOOG ALPHABET INC Communication Services 169.0 $48K 0.05% -10.0 -5.6% $286.43 +37.3%
52 PJUN INNOVATOR ETFS TRUST 1,151.0 $48K 0.05% -630.0 -35.4% $41.83 +3.5%
53 VTI VANGUARD INDEX FDS 93.0 $30K 0.03% -20.0 -17.7% $320.81 +13.0%
54 PMAY INNOVATOR ETFS TRUST 511.0 $20K 0.02% -105.0 -17.1% $39.94 +2.6%
55 IJT ISHARES TR 127.0 $18K 0.02% -84.0 -39.8% $144.80 +9.7%
56 EWJ ISHARES INC 15.0 $1K 0.00% -5.0 -25.0% $84.47 +7.6%
Page 3 of 3  ·  56 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 40.2%
Financial Services 15.8%
Industrials 11.5%
Consumer Cyclical 11.2%
Communication Services 8.7%
Healthcare 7.2%
Utilities 2.8%
Basic Materials 1.2%
Consumer Defensive 0.9%
Energy 0.5%