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Portfolio (Quarterly) Guide ↗

Realta Investment Advisors

· CIK 0001776792
13F Portfolio $322M AUM 378 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 111 Added 110 Reduced 43 Exited
Page 2 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SILJ AMPLIFY ETF TR 121,296.0 $3.1M 0.98% -9K -7.0% $25.92 +15.4%
22 GOOGL ALPHABET INC Communication Services 8,048.0 $2.9M 0.89% -2K -20.6% $357.35 -3.7%
23 SPYM SPDR SERIES TRUST 31,992.0 $2.8M 0.87% -3K -9.4% $87.88 +3.5%
24 ALAB ASTERA LABS INC Technology 5,627.0 $2.7M 0.84% -688.0 -10.9% $483.02 -33.7%
25 SGOV ISHARES TR 26,545.0 $2.7M 0.83% +2K +8.4% $100.67 -0.1%
26 AMD ADVANCED MICRO DEVICES INC Technology 4,561.0 $2.6M 0.82% -2K -34.4% $580.91 -12.9%
27 GEV GE VERNOVA INC Utilities 2,188.0 $2.6M 0.80% -21.0 -0.9% $1174.86 -8.2%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,710.0 $2.5M 0.79% +250.0 +10.2% $935.38 +1.9%
29 XLF SELECT SECTOR SPDR TR 46,825.0 $2.5M 0.78% +4K +9.9% $53.61 +7.4%
30 SHV ISHARES TR 22,469.0 $2.5M 0.77% +2K +8.7% $110.35 -0.1%
31 BITO PROSHARES TR 310,356.0 $2.5M 0.77% -5K -1.5% $7.98 +8.9%
32 CAT CATERPILLAR INC Industrials 2,320.0 $2.5M 0.77% -128.0 -5.2% $1064.90 -17.2%
33 XLV SELECT SECTOR SPDR TR 15,390.0 $2.4M 0.76% +3K +23.6% $158.66 +5.3%
34 KLAC KLA CORP Technology 7,330.0 $2.2M 0.69% +7K +865.7% $301.71 -31.8%
35 XLC SELECT SECTOR SPDR TR 20,389.0 $2.2M 0.68% +2K +12.6% $107.13 +3.5%
36 SHY ISHARES TR 26,483.0 $2.2M 0.68% +2K +7.2% $82.11 -0.1%
37 VIG VANGUARD SPECIALIZED FUNDS 9,176.0 $2.2M 0.68% +358.0 +4.1% $236.63 +3.3%
38 IVV ISHARES TR 2,848.0 $2.1M 0.66% -236.0 -7.7% $749.00 +3.7%
39 GDX VANECK ETF TRUST 27,728.0 $2.1M 0.65% $75.45 +21.7%
40 XLI SELECT SECTOR SPDR TR 11,201.0 $2.1M 0.65% -2K -16.6% $185.23 +0.6%
Page 2 of 19  ·  378 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 43.7%
Financial Services 13.8%
Consumer Cyclical 10.4%
Communication Services 9.1%
Industrials 7.4%
Basic Materials 6.5%
Consumer Defensive 2.9%
Healthcare 2.3%
Energy 2.1%
Utilities 1.8%