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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 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HOMB HOME BANCSHARES INC Financial Services 1,969.0 $53K 0.04% -252.0 -11.3% $26.93 +8.8%
82 FOXA FOX CORP Communication Services 896.0 $52K 0.04% -112.0 -11.1% $58.40 -14.2%
83 CEG CONSTELLATION ENERGY CORP Utilities 183.0 $51K 0.04% -39.0 -17.6% $279.25 -5.5%
84 IDCC INTERDIGITAL INC Technology 158.0 $48K 0.04% -29.0 -15.5% $302.00 -8.7%
85 URBN URBAN OUTFITTERS INC Consumer Cyclical 743.0 $47K 0.04% -37.0 -4.7% $63.35 +16.1%
86 ABBV ABBVIE INC Healthcare 214.0 $47K 0.04% -18.0 -7.8% $217.49 +15.6%
87 BYD BOYD GAMING CORP Consumer Cyclical 566.0 $47K 0.04% -98.0 -14.8% $82.18 +9.2%
88 PG PROCTER & GAMBLE CO Consumer Defensive 306.0 $44K 0.04% -664.0 -68.5% $144.35 +3.2%
89 KMI KINDER MORGAN INC DEL Energy 1,300.0 $44K 0.04% -800.0 -38.1% $33.53 -1.0%
90 EAT BRINKER INTL INC Consumer Cyclical 301.0 $43K 0.04% -206.0 -40.6% $142.77 +20.1%
91 APPF APPFOLIO INC Technology 251.0 $40K 0.03% -34.0 -11.9% $157.82 -1.4%
92 QLYS QUALYS INC Technology 448.0 $39K 0.03% -18.0 -3.9% $87.85 +40.3%
93 OSK OSHKOSH CORP Industrials 263.0 $39K 0.03% -274.0 -51.0% $147.21 +3.0%
94 CALM CAL MAINE FOODS INC Consumer Defensive 487.0 $39K 0.03% -90.0 -15.6% $79.15 +1.4%
95 PM PHILIP MORRIS INTL INC Consumer Defensive 206.0 $34K 0.03% -57.0 -21.7% $165.34 +9.3%
96 QQQ INVESCO QQQ TR Financial Services 56.0 $32K 0.03% -6.0 -9.7% $577.18 +22.4%
97 SPY STATE STR SPDR S&P 500 ETF T Financial Services 33.0 $21K 0.02% -20K -99.8% $650.33 +12.2%
98 WELL WELLTOWER INC Real Estate 78.0 $15K 0.01% -23.0 -22.8% $197.71 +14.9%
99 ABT ABBOTT LABORATORIES Healthcare 150.0 $15K 0.01% -41.0 -21.5% $102.67 -8.3%
100 CRM SALESFORCE INC Technology 75.0 $14K 0.01% -27.0 -26.5% $186.67 -15.2%
Page 5 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%