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Portfolio (Quarterly) Guide ↗

Trek Financial, LLC

· CIK 0001768195
13F Portfolio $1.9B AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New 181 Added 140 Reduced 77 Exited
Page 6 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KMI KINDER MORGAN INC DEL Energy 39,132.0 $1.3M 0.07% +561.0 +1.4% $33.53 +0.8%
102 WMT WALMART INC Consumer Defensive 10,214.0 $1.3M 0.07% +850.0 +9.1% $124.28 -3.2%
103 SNTH TIDAL TRUST III 46,084.0 $1.2M 0.06% +15K +49.6% $26.24 +14.4%
104 MCHI ISHARES TR 20,734.0 $1.2M 0.06% +994.0 +5.0% $56.18 -1.1%
105 VGK VANGUARD INTL EQUITY INDEX F 13,051.0 $1.1M 0.06% +1K +9.7% $82.43 +7.3%
106 EWL ISHARES INC 18,031.0 $1.1M 0.06% +7K +67.2% $58.81 +6.5%
107 EIS ISHARES INC 8,688.0 $1.0M 0.05% +7K +322.2% $116.04 +15.3%
108 VWO VANGUARD INTL EQUITY INDEX F 17,741.0 $959K 0.05% +3K +20.2% $54.05 +9.1%
109 HYDB ISHARES TR 20,412.0 $950K 0.05% +2K +12.9% $46.52 +0.5%
110 HD HOME DEPOT INC Consumer Cyclical 2,815.0 $926K 0.05% +292.0 +11.6% $328.87 -4.8%
111 USMV ISHARES TR 9,706.0 $900K 0.05% +736.0 +8.2% $92.74 +4.5%
112 NFLX NETFLIX INC. Communication Services 9,309.0 $895K 0.05% +3K +45.5% $96.15 -7.9%
113 MRK MERCK & CO INC Healthcare 7,293.0 $877K 0.05% +407.0 +5.9% $120.29 +1.8%
114 BFEB INNOVATOR ETFS TRUST 17,588.0 $839K 0.04% +6K +56.6% $47.70 +9.6%
115 EWA ISHARES INC 29,956.0 $832K 0.04% +17K +131.3% $27.76 +3.7%
116 PARR PAR PAC HOLDINGS INC Energy 13,054.0 $818K 0.04% +518.0 +4.1% $62.64 -6.1%
117 BITB BITWISE BITCOIN ETF TR Financial Services 21,824.0 $803K 0.04% +645.0 +3.0% $36.81 +11.8%
118 SCHX SCHWAB STRATEGIC TR 30,951.0 $794K 0.04% +5K +17.2% $25.64 +14.4%
119 PG PROCTER & GAMBLE CO Consumer Defensive 5,491.0 $793K 0.04% +583.0 +11.9% $144.45 -0.0%
120 EWG ISHARES INC 19,323.0 $767K 0.04% +7K +53.8% $39.67 +8.2%
Page 6 of 10  ·  181 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
Basic Materials 21.3%
Energy 20.0%
Technology 18.6%
Financial Services 16.9%
Industrials 5.7%
Consumer Cyclical 5.2%
Communication Services 4.3%
Healthcare 3.9%
Consumer Defensive 3.6%
Real Estate 0.3%