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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 9 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 5,733.0 $288K 0.01% +290.0 +5.3% $50.20 -3.7%
162 MO ALTRIA GROUP INC Consumer Defensive 4,301.0 $284K 0.01% +334.0 +8.4% $65.99 +12.0%
163 TJX TJX COS INC NEW Consumer Cyclical 1,776.0 $284K 0.01% +311.0 +21.2% $159.70 -0.9%
164 ET ENERGY TRANSFER L P Energy 14,693.0 $284K 0.01% +1K +9.3% $19.30 +4.0%
165 VRTX VERTEX PHARMACEUTICALS INC Healthcare 620.0 $277K 0.01% +27.0 +4.5% $446.54 -2.7%
166 SCHB SCHWAB STRATEGIC TR 10,804.0 $271K 0.01% +648.0 +6.4% $25.10 +14.5%
167 DEO DIAGEO PLC Consumer Defensive 3,545.0 $264K 0.01% +1K +44.8% $74.45 +15.7%
168 ESGV VANGUARD WORLD FD 2,259.0 $254K 0.01% +107.0 +5.0% $112.27 +17.1%
169 GE GE AEROSPACE Industrials 878.0 $249K 0.01% +44.0 +5.3% $283.65 +6.8%
170 CEG CONSTELLATION ENERGY CORP Utilities 884.0 $247K 0.01% +12.0 +1.4% $279.25 +5.3%
171 AXP AMERICAN EXPRESS CO Financial Services 801.0 $242K 0.01% +191.0 +31.3% $302.48 +3.1%
172 RYANAIR HOLDINGS PLC 4,054.0 $234K 0.01% +823.0 +25.5% $57.80
173 SAP SAP SE Technology 1,328.0 $227K 0.01% +409.0 +44.5% $171.21 +2.8%
174 USB US BANCORP Financial Services 4,179.0 $217K 0.01% +177.0 +4.4% $52.01 +5.4%
175 UNH UNITEDHEALTH GROUP INC Healthcare 786.0 $213K 0.01% +33.0 +4.4% $270.42 +43.7%
176 ZTS ZOETIS INC Healthcare 1,750.0 $207K 0.01% +32.0 +1.9% $118.21 -31.2%
177 TFC TRUIST FINL CORP Financial Services 4,490.0 $206K 0.01% +27.0 +0.6% $45.97 +5.2%
178 ADBE ADOBE INC Technology 847.0 $206K 0.01% +210.0 +33.0% $243.08 +0.7%
179 BSX BOSTON SCIENTIFIC CORP Healthcare 3,245.0 $204K 0.01% +71.0 +2.2% $62.75 -7.9%
180 AEGON LTD 14,416.0 $105K 0.01% +932.0 +6.9% $7.26
Page 9 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%