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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 3,335.0 $259K 0.27% -150.0 -4.3% $77.59 +52.4%
102 NOW SERVICENOW INC Technology 2,440.0 $255K 0.27% NEW $104.55 -9.1%
103 COWZ PACER FDS TR 4,003.0 $250K 0.26% -55.0 -1.4% $62.55 +1.7%
104 EDV VANGUARD WORLD FD 3,824.0 $248K 0.26% +148.0 +4.0% $64.96 -5.6%
105 ETHA ISHARES ETHEREUM TR Financial Services 15,455.0 $245K 0.26% +3K +28.0% $15.83 +1.1%
106 VRT VERTIV HOLDINGS CO Industrials 946.0 $237K 0.25% NEW $250.58 +48.0%
107 QLTA ISHARES TR 4,844.0 $231K 0.24% -469.0 -8.8% $47.59 -1.2%
108 SCHW SCHWAB CHARLES CORP Financial Services 2,341.0 $220K 0.23% -13.0 -0.6% $93.98 -3.3%
109 FNDC SCHWAB STRATEGIC TR 4,515.0 $209K 0.22% -209.0 -4.4% $46.36 +6.7%
110 CTRA COTERRA ENERGY INC Energy 5,950.0 $209K 0.22% NEW $35.14 -7.3%
111 APOS APOLLO GLOBAL MGMT INC Financial Services 1,843.0 $205K 0.21% $111.42 -76.8%
112 ILCG ISHARES TR 2,137.0 $204K 0.21% $95.48 +20.0%
113 TJX TJX COS INC NEW Consumer Cyclical 1,267.0 $202K 0.21% NEW $159.70 -7.7%
114 DD DUPONT DE NEMOURS INC Basic Materials 4,404.0 $202K 0.21% NEW $45.80 +7.7%
115 EMGF ISHARES INC 2,969.0 $179K 0.19% +376.0 +14.5% $60.43 +15.4%
116 SPSB SPDR SERIES TRUST 5,513.0 $166K 0.17% +39.0 +0.7% $30.07 -0.4%
117 KOCT INNOVATOR ETFS TRUST 4,726.0 $160K 0.17% $33.93 +6.0%
118 USMV ISHARES TR 1,700.0 $158K 0.17% +263.0 +18.3% $92.73 +3.5%
119 INNOVATOR ETFS TRUST 6,081.0 $126K 0.13% $20.68
120 IEMG ISHARES INC 1,740.0 $121K 0.13% $69.77 +13.8%
Page 6 of 9  ·  179 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%