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Portfolio (Quarterly) Guide ↗

Reyes Financial Architecture, Inc.

· CIK 0002047201
13F Portfolio $122M AUM 348 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New 53 Added 116 Reduced 112 Exited
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STRL STERLING INFRASTRUCTURE INC Industrials 177.0 $72K 0.06% -23.0 -11.5% $407.27 +97.6%
62 MEDP MEDPACE HLDGS INC Healthcare 148.0 $71K 0.06% -9.0 -5.7% $480.19 +9.8%
63 WTS WATTS WATER TECHNOLOGIES INC Industrials 240.0 $70K 0.06% -107.0 -30.8% $290.29 +23.8%
64 BND VANGUARD BD INDEX FDS 946.0 $70K 0.06% -297.0 -23.9% $73.64 +0.0%
65 ALLE ALLEGION PLC Industrials 478.0 $69K 0.06% -32.0 -6.3% $145.29 -3.8%
66 CMI CUMMINS INC Industrials 126.0 $68K 0.06% -19.0 -13.1% $538.02 +27.5%
67 XTWY BONDBLOXX ETF TRUST 1,790.0 $67K 0.06% -354.0 -16.5% $37.59 +1.2%
68 RMD RESMED INC Healthcare 295.0 $66K 0.05% -27.0 -8.4% $224.48 -10.8%
69 AN AUTONATION INC Consumer Cyclical 338.0 $66K 0.05% -56.0 -14.2% $195.26 -1.9%
70 AJG GALLAGHER ARTHUR J & CO Financial Services 300.0 $65K 0.05% -311.0 -50.9% $216.58 +4.4%
71 THC TENET HEALTHCARE CORP Healthcare 329.0 $62K 0.05% -85.0 -20.5% $188.71 +0.2%
72 WTFC WINTRUST FINL CORP Financial Services 435.0 $60K 0.05% -123.0 -22.0% $138.94 +16.1%
73 IDVO AMPLIFY ETF TR 1,488.0 $60K 0.05% -34K -95.8% $40.47 +2.7%
74 LECO LINCOLN ELEC HLDGS INC Industrials 236.0 $59K 0.05% -97.0 -29.1% $249.08 +7.0%
75 UHS UNIVERSAL HLTH SVCS INC Healthcare 319.0 $57K 0.05% -41.0 -11.4% $178.97 -18.6%
76 PODD INSULET CORP Healthcare 272.0 $57K 0.05% -20.0 -6.8% $209.84 -24.6%
77 CFR CULLEN FROST BANKERS INC Financial Services 416.0 $57K 0.05% -110.0 -20.9% $137.08 +13.3%
78 ITW ILLINOIS TOOL WKS INC Industrials 219.0 $57K 0.05% -2.0 -0.9% $260.29 +2.8%
79 EXEL EXELIXIS INC Healthcare 1,276.0 $55K 0.04% -643.0 -33.5% $42.89 +27.7%
80 AGGY WISDOMTREE TR 1,254.0 $54K 0.04% -7K -84.5% $43.45 +0.4%
Page 4 of 6  ·  116 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
Financial Services 24.1%
Technology 23.8%
Consumer Cyclical 14.3%
Communication Services 10.1%
Industrials 8.5%
Healthcare 6.2%
Energy 6.0%
Consumer Defensive 3.9%
Utilities 2.0%
Basic Materials 1.0%