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Institutional

RED REEF ADVISORS LLC

CIK 0002122970
$95.5M
Reported AUM
179
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · RED REEF ADVISORS LLC · Q1 2026

AI · grounded in 13F

RED REEF ADVISORS LLC established a new position in GFL valued at $2.61M. The fund also opened new stakes in TOWN for $326,801 and NOW for $255,102. On the sell side, the fund closed its position in LRCX, reducing its holdings by $717,587. Other notable reductions include trimming shares of ZJUL by 68.32% and BTC by 49.31%.

Portfolio · Q1 2026

NVDA$5.6MLLYGFLGOOGLQUALFNDFOther$68.1MRL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$5.6M5.89%5,043−13.5%
2LLYELI LILLY & CO$1131.420.55%48.00%387.10%$2.8M2.93%46−1.5%
3GFLGFL ENVIRONMENTAL INC$35.51-0.81%-28.49%2.52%$2.6M2.73%+62,623NEW
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2.0M2.11%39−0.6%
5QUALISHARES TR$213.14-1.93%19.32%64.31%$1.9M1.99%224−2.2%
6FNDFSCHWAB STRATEGIC TR$52.60-3.82%37.99%88.41%$1.9M1.96%+2,463+6.9%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.8M1.91%150−2.5%
8SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$1.8M1.90%+2,568+3.8%
9PDECINNOVATOR ETFS TRUST$45.45-1.05%15.94%48.58%$1.8M1.90%463−1.1%
10TSLATESLA INC$391.00-6.56%32.48%70.69%$1.8M1.88%+122+2.6%
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.7M1.82%+375+11.6%
12SMLFISHARES TR$84.17-2.58%27.58%63.81%$1.6M1.72%+638+3.0%
13FNDESCHWAB STRATEGIC TR$40.04-3.54%29.81%60.81%$1.5M1.62%+3,724+10.1%
14AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.5M1.56%184−3.0%
15SFLRINNOVATOR ETFS TRUST$38.15-2.45%16.44%70.78%$1.5M1.55%+1,381+3.4%
16AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.4M1.51%122−1.7%
17IQLTISHARES TR$48.19-2.49%14.00%37.33%$1.4M1.46%+44+0.1%
18VTIPVANGUARD MALVERN FDS$50.31-0.20%4.64%17.27%$1.4M1.45%+576+2.1%
19FNDXSCHWAB STRATEGIC TR$30.74-1.66%30.40%83.97%$1.4M1.44%+3,593+7.9%
20SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$1.4M1.43%+2,171+7.8%
21BALTINNOVATOR ETFS TRUST$34.17-0.06%6.88%32.67%$1.4M1.42%3,593−8.2%
22IBITISHARES BITCOIN TRUST ETF$34.14-5.22%-42.39%-3.61%$1.3M1.40%+6,408+22.5%
23TLTISHARES TR$85.06-0.51%4.59%-32.66%$1.3M1.37%762−4.8%
24IVVISHARES TR$740.91-2.62%24.60%80.03%$1.2M1.24%+155+9.3%
25VNQVANGUARD INDEX FDS$96.790.72%11.98%9.39%$1.2M1.23%+395+3.1%
26MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.1M1.18%309−9.2%
27FLOTISHARES TR$50.930.06%5.28%22.81%$1.1M1.16%+650+3.1%
28EMXCISHARES INC$96.672.94%58.86%72.47%$1.1M1.15%184−1.3%
29ESGDISHARES TR$101.02-2.62%17.11%45.82%$1.1M1.14%+97+0.9%
30HDHOME DEPOT INC$310.780.27%-12.61%7.24%$1.1M1.11%HELD
31GEVGE VERNOVA INC$933.61-3.09%$979K1.02%25−2.2%
32SPYXSPDR SERIES TRUST$60.36-2.57%$958K1.00%+446+2.5%
33AGGISHARES TR$98.17-0.50%$937K0.98%+779+9.0%
34GLDSPDR GOLD TR$396.24-3.65%$901K0.94%53−2.5%
35QFLRINNOVATOR ETFS TRUST$35.29-3.63%$851K0.89%371−1.4%
36MTUMISHARES TR$306.47-5.95%$839K0.88%+133+4.0%
37PANWPALO ALTO NETWORKS INC$272.05-2.58%$808K0.85%+31+0.6%
38SCHFSCHWAB STRATEGIC TR$26.81-3.77%$776K0.81%+780+2.6%
39SCHASCHWAB STRATEGIC TR$33.19-3.41%$763K0.80%+1,328+5.3%
40SHYGISHARES TR$42.220.12%$751K0.79%+575+3.3%
41PSEPINNOVATOR ETFS TRUST$45.62-0.62%$745K0.78%HELD
42IWMISHARES TR$281.65-3.55%$743K0.78%320−9.6%
43ISCFISHARES TR$43.75-2.52%$734K0.77%+654+3.9%
44BAUGINNOVATOR ETFS TRUST$52.96-0.76%$733K0.77%HELD
45SCHRSCHWAB STRATEGIC TR$24.50-0.37%$725K0.76%+3,040+11.7%
46CRMSALESFORCE INC$185.66-1.64%$722K0.76%+125+3.3%
47MUMICRON TECHNOLOGY INC$864.01-13.25%$722K0.76%131−5.8%
48VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$721K0.75%+1,627+13.9%
49SUSAISHARES TR$150.89-2.66%$718K0.75%26−0.5%
50QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$690K0.72%268−8.5%
51CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$684K0.72%+93+5.6%
52AMDADVANCED MICRO DEVICES INC$466.38-10.86%$681K0.71%+248+8.0%
53VTEBVANGUARD MUN BD FDS$50.30-0.16%$681K0.71%4,002−22.7%
54BRK/BBERKSHIRE HATHAWAY INC DEL$678K0.71%33−2.3%
55ETNEATON CORP PLC$395.94-5.42%$677K0.71%100−5.0%
56PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$658K0.69%+775+20.8%
57IWNISHARES TR$209.44-2.60%$653K0.68%HELD
58GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$650K0.68%50−6.1%
59AMATAPPLIED MATLS INC$453.01-9.71%$643K0.67%HELD
60MDYVSPDR SERIES TRUST$91.31-1.05%$638K0.67%23−0.3%
61SCHMSCHWAB STRATEGIC TR$34.83-2.63%$637K0.67%+989+5.1%
62JMUBJ P MORGAN EXCHANGE TRADED F$50.37-0.18%$621K0.65%HELD
63VOTVANGUARD INDEX FDS$293.53-3.46%$604K0.63%114−4.6%
64DELLDELL TECHNOLOGIES INC$394.39-6.55%$587K0.61%100−2.7%
65DOVDOVER CORP$214.760.60%$539K0.56%1−0.0%
66WMT2WELLS FARGO & CO$516K0.54%770−10.6%
67SCHZSCHWAB STRATEGIC TR$22.96-0.48%$502K0.53%+260+1.2%
68HONHONEYWELL INTL INC$213.97-1.69%$487K0.51%HELD
69CATCATERPILLAR INC$904.28-3.85%$486K0.51%HELD
70FNDASCHWAB STRATEGIC TR$35.75-2.03%$485K0.51%+28+0.2%
71BLKBLACKROCK INC$995.60-2.64%$476K0.50%HELD
72QEFASPDR INDEX SHS FDS$94.45-1.57%$465K0.49%102−2.0%
73ANETARISTA NETWORKS INC$154.27-7.07%$422K0.44%50−1.4%
74VTVVANGUARD INDEX FDS$212.02-1.36%$419K0.44%+8+0.4%
75JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$419K0.44%135−1.6%
76KJANINNOVATOR ETFS TRUST$44.44-1.35%$393K0.41%+150+1.6%
77COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$390K0.41%4−1.0%
78MSTRSTRATEGY INC$120.44-6.90%$387K0.40%+657+26.9%
79COFCAPITAL ONE FINL CORP$180.67-1.38%$380K0.40%+560+36.8%
80SCHPSCHWAB STRATEGIC TR$26.510.17%$379K0.40%+1,686+13.4%
81ZJULINNOVATOR ETFS TRUST$29.80-0.05%$377K0.40%28,000−68.3%
82LOWLOWES COS INC$210.741.55%$376K0.39%HELD
83MSMORGAN STANLEY$211.93-2.90%$358K0.37%HELD
84SUSBISHARES TR$24.87-0.26%$356K0.37%+100+0.7%
85ETHGRAYSCALE ETHEREUM STAKING$14.95-11.33%$349K0.37%1,094−5.9%
86CRWVCOREWEAVE INC$100.39-7.07%$344K0.36%+509+13.0%
87BTCGRAYSCALE BITCOIN MINI TR ET$26.69-5.02%$342K0.36%11,089−49.3%
88TOWNTOWNEBANK PORTSMOUTH VA$34.140.53%$327K0.34%+9,706NEW
89MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$322K0.34%1,725−34.7%
90ESGEISHARES INC$53.082.43%$317K0.33%421−5.7%
91SUSCISHARES TR$22.98-0.48%$316K0.33%+99+0.7%
92LINLINDE PLC$507.900.09%$302K0.32%25−3.9%
93TSHATAYSHA GENE THERAPIES INC$5.50-6.62%$295K0.31%HELD
94QQQINVESCO QQQ TR$705.06-4.80%$277K0.29%118−19.7%
95VOOVANGUARD INDEX FDS$678.00-2.59%$274K0.29%1−0.2%
96UDECINNOVATOR ETFS TRUST$41.32-1.01%$272K0.28%1,014−12.7%
97GBTCGRAYSCALE BITCOIN TRUST ETF$46.80-5.15%$268K0.28%417−7.6%
98KWEBKRANESHARES TRUST$26.38-2.76%$267K0.28%1,665−15.1%
99SCHESCHWAB STRATEGIC TR$35.15-4.07%$265K0.28%179−2.2%
100NEENEXTERA ENERGY INC$85.840.19%$260K0.27%432−13.4%
101CSCOCISCO SYS INC$259K0.27%150−4.3%
102NOWSERVICENOW INC$255K0.27%+2,440NEW
103COWZPACER FDS TR$250K0.26%55−1.4%
104EDVVANGUARD WORLD FD$248K0.26%+148+4.0%
105ETHAISHARES ETHEREUM TR$245K0.26%+3,379+28.0%
106VRTVERTIV HOLDINGS CO$237K0.25%+946NEW
107QLTAISHARES TR$231K0.24%469−8.8%
108SCHWSCHWAB CHARLES CORP$220K0.23%13−0.6%
109FNDCSCHWAB STRATEGIC TR$209K0.22%209−4.4%
110CTRACOTERRA ENERGY INC$209K0.22%+5,950NEW
111APOAPOLLO GLOBAL MGMT INC$205K0.21%HELD
112ILCGISHARES TR$204K0.21%HELD
113TJXTJX COS INC NEW$202K0.21%+1,267NEW
114DDDUPONT DE NEMOURS INC$202K0.21%+4,404NEW
115EMGFISHARES INC$179K0.19%+376+14.5%
116SPSBSPDR SERIES TRUST$166K0.17%+39+0.7%
117KOCTINNOVATOR ETFS TRUST$160K0.17%HELD
118USMVISHARES TR$158K0.16%+263+18.3%
119DDTLINNOVATOR ETFS TRUST$126K0.13%HELD
120IEMGISHARES INC$121K0.13%HELD
121DDFLINNOVATOR ETFS TRUST$117K0.12%HELD
122PJULINNOVATOR ETFS TRUST$116K0.12%HELD
123PAPRINNOVATOR ETFS TRUST$115K0.12%HELD
124VNQIVANGUARD INTL EQUITY INDEX F$112K0.12%92−3.5%
125PJANINNOVATOR ETFS TRUST$109K0.11%HELD
126BFRZINNOVATOR ETFS TRUST$109K0.11%+4,140NEW
127IJRISHARES TR$102K0.11%252−23.5%
128REZISHARES TR$97K0.10%HELD
129TJULINNOVATOR ETFS TRUST$91K0.10%686−18.1%
130PNOVINNOVATOR ETFS TRUST$84K0.09%HELD
131IJHISHARES TR$76K0.08%189−14.4%
132XXITWENTY ONE CAP INC$72K0.08%+11,250NEW
133KSEPINNOVATOR ETFS TRUST$71K0.07%HELD
134NAPRINNOVATOR ETFS TRUST$66K0.07%HELD
135DGROISHARES TR$60K0.06%HELD
136ACIIINNOVATOR ETFS TRUST$59K0.06%+2,371NEW
137ACEIINNOVATOR ETFS TRUST$52K0.05%+2,236NEW
138ZDEKINNOVATOR ETFS TRUST$51K0.05%HELD
139LOCTINNOVATOR ETFS TRUST$50K0.05%HELD
140GOOGALPHABET INC$48K0.05%10−5.6%
141PJUNINNOVATOR ETFS TRUST$48K0.05%630−35.4%
142ACWIISHARES TR$48K0.05%HELD
143SCHCSCHWAB STRATEGIC TR$45K0.05%HELD
144HSDTSOLANA CO$42K0.04%HELD
145SPUTINNOVATOR ETFS TRUST$40K0.04%+1,514NEW
146IWBISHARES TR$38K0.04%HELD
147IWFISHARES TR$34K0.04%HELD
148IEFISHARES TR$32K0.03%HELD
149VTIVANGUARD INDEX FDS$30K0.03%20−17.7%
150NSEPINNOVATOR ETFS TRUST$29K0.03%HELD
151QTJAINNOVATOR ETFS TRUST$29K0.03%HELD
152NJANINNOVATOR ETFS TRUST$27K0.03%HELD
153IFEBINNOVATOR ETFS TRUST$24K0.02%+790NEW
154PFFISHARES TR$21K0.02%+4+0.6%
155PMAYINNOVATOR ETFS TRUST$20K0.02%105−17.0%
156IJTISHARES TR$18K0.02%84−39.8%
157SOXXISHARES TR$16K0.02%+50NEW
158MUBISHARES TR$16K0.02%HELD
159EJULINNOVATOR ETFS TRUST$15K0.02%HELD
160KFEBINNOVATOR ETFS TRUST$15K0.02%+518NEW
161VUGVANGUARD INDEX FDS$14K0.01%HELD
162BMAYINNOVATOR ETFS TRUST$13K0.01%HELD
163ICSHISHARES TR$12K0.01%HELD
164INDAISHARES TR$12K0.01%HELD
165IEFAISHARES TR$10K0.01%HELD
166QSIQUANTUM SI INC$8K0.01%HELD
167QTJLINNOVATOR ETFS TRUST$7K0.01%HELD
168EJANINNOVATOR ETFS TRUST$7K0.01%HELD
169NBFRINNOVATOR ETFS TRUST$7K0.01%+285NEW
170SHMSPDR SERIES TRUST$6K0.01%HELD
171JAJLINNOVATOR ETFS TRUST$5K0.01%HELD
172SCHHSCHWAB STRATEGIC TR$5K0.01%+2+0.8%
173XTISHARES TR$2K0.00%HELD
174EMBISHARES TR$2K0.00%HELD
175EWJISHARES INC$1K0.00%5−25.0%
176QTAPINNOVATOR ETFS TRUST$9520.00%HELD
177QTOCINNOVATOR ETFS TRUST$6630.00%HELD
178QEMMSPDR INDEX SHS FDS$5720.00%HELD
179QQQJINVESCO EXCH TRADED FD TR II$2900.00%HELD
180LRCXLAM RESEARCH CORP4,192EXITED
181RDDTREDDIT INC1,281EXITED
182DHRDANAHER CORPORATION1,164EXITED
183ABTABBOTT LABS1,697EXITED
184BJULINNOVATOR ETFS TRUST585EXITED
185KDECINNOVATOR ETFS TRUST787EXITED
186SHESPDR SERIES TRUST79EXITED

Source: SEC EDGAR · accession 0001398344-26-008965. 13F discloses long positions only — shorts, foreign equities, and options are excluded.