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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 8 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 73.0 $73K 0.06% +25.0 +52.1% $996.42 -4.4%
142 STRL STERLING INFRASTRUCTURE INC Industrials 177.0 $72K 0.06% -23.0 -11.5% $407.27 +97.6%
143 MEDP MEDPACE HLDGS INC Healthcare 148.0 $71K 0.06% -9.0 -5.7% $480.19 +9.8%
144 INCY INCYTE CORP Healthcare 746.0 $70K 0.06% NEW $94.12 +20.9%
145 WTS WATTS WATER TECHNOLOGIES INC Industrials 240.0 $70K 0.06% -107.0 -30.8% $290.29 +23.8%
146 BND VANGUARD BD INDEX FDS 946.0 $70K 0.06% -297.0 -23.9% $73.64 +0.0%
147 ALLE ALLEGION PLC Industrials 478.0 $69K 0.06% -32.0 -6.3% $145.29 -3.8%
148 CMI CUMMINS INC Industrials 126.0 $68K 0.06% -19.0 -13.1% $538.02 +27.5%
149 DT DYNATRACE INC Technology 1,827.0 $68K 0.06% +54.0 +3.0% $36.98 +17.3%
150 XTWY BONDBLOXX ETF TRUST 1,790.0 $67K 0.06% -354.0 -16.5% $37.59 +1.2%
151 RMD RESMED INC Healthcare 295.0 $66K 0.05% -27.0 -8.4% $224.48 -10.8%
152 AN AUTONATION INC Consumer Cyclical 338.0 $66K 0.05% -56.0 -14.2% $195.26 -1.9%
153 DFEM DIMENSIONAL ETF TRUST 1,897.0 $66K 0.05% NEW $34.55 +15.3%
154 JCI JOHNSON CONTROLS INTERNATION Industrials 500.0 $65K 0.05% +100.0 +25.0% $130.95 +5.7%
155 DFGR DIMENSIONAL ETF TRUST 2,462.0 $65K 0.05% NEW $26.58 +11.0%
156 AJG GALLAGHER ARTHUR J & CO Financial Services 300.0 $65K 0.05% -311.0 -50.9% $216.58 +4.4%
157 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 798.0 $65K 0.05% $80.95 +3.2%
158 ALL ALLSTATE CORP Financial Services 308.0 $64K 0.05% $207.34 +15.6%
159 ULTA ULTA BEAUTY INC Consumer Cyclical 119.0 $62K 0.05% NEW $522.71 -6.6%
160 THC TENET HEALTHCARE CORP Healthcare 329.0 $62K 0.05% -85.0 -20.5% $188.71 +0.2%
Page 8 of 18  ·  348 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%