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Portfolio (Quarterly) Guide ↗

Vigilare Wealth Management

· CIK 0001730889
13F Portfolio $326M AUM 123 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 39 Added 40 Reduced 7 Exited
Page 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AZO AUTOZONE INC NEV Consumer Cyclical 63.0 $201K 0.06% $3195.94 -6.9%
122 VYM VANGUARD HIGH DIVIDEND YIELD 1,274.0 $201K 0.06% NEW $158.03 +3.3%
123 IMMUNITYBIO INC COM 16,890.0 $148K 0.04% $8.76
Page 7 of 7  ·  123 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 23.0%
Technology 22.7%
Consumer Cyclical 14.0%
Industrials 8.6%
Consumer Defensive 8.3%
Communication Services 8.0%
Healthcare 6.3%
Utilities 5.8%
Energy 1.9%
Basic Materials 1.5%