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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INNOVATOR ETFS TRUST 5,708.0 $117K 0.12% $20.54
122 PJUL INNOVATOR ETFS TRUST 2,517.0 $116K 0.12% $45.97 +5.2%
123 PAPR INNOVATOR ETFS TRUST 2,900.0 $115K 0.12% $39.80 +5.1%
124 VNQI VANGUARD INTL EQUITY INDEX F 2,526.0 $112K 0.12% -92.0 -3.5% $44.44 +3.2%
125 PJAN INNOVATOR ETFS TRUST 2,366.0 $109K 0.11% $46.13 +6.2%
126 BFRZ INNOVATOR ETFS TRUST 4,140.0 $109K 0.11% NEW $26.36 +1.8%
127 IJR ISHARES TR 822.0 $102K 0.11% -252.0 -23.5% $124.31 +8.1%
128 REZ ISHARES TR 1,169.0 $97K 0.10% $83.20 +8.7%
129 TJUL INNOVATOR ETFS TRUST 3,102.0 $91K 0.10% -686.0 -18.1% $29.36 +2.6%
130 PNOV INNOVATOR ETFS TRUST 2,060.0 $84K 0.09% $40.86 +7.2%
131 IJH ISHARES TR 1,120.0 $76K 0.08% -189.0 -14.4% $67.53 +6.8%
132 XXI TWENTY ONE CAP INC Financial Services 11,250.0 $72K 0.07% NEW $6.40 +21.4%
133 INNOVATOR ETFS TRUST 2,500.0 $71K 0.07% $28.21
134 NAPR INNOVATOR ETFS TRUST 1,208.0 $66K 0.07% $54.62 +7.5%
135 DGRO ISHARES TR 862.0 $60K 0.06% $70.18 +5.1%
136 INNOVATOR ETFS TRUST 2,371.0 $59K 0.06% NEW $25.08
137 ACEI INNOVATOR ETFS TRUST 2,236.0 $52K 0.05% NEW $23.14 +5.3%
138 INNOVATOR ETFS TRUST 2,000.0 $51K 0.05% $25.62
139 LOCT INNOVATOR ETFS TRUST 2,101.0 $50K 0.05% $23.56 +1.6%
140 GOOG ALPHABET INC Communication Services 169.0 $48K 0.05% -10.0 -5.6% $286.43 +37.3%
Page 7 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%