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Portfolio (Quarterly) Guide ↗

Retireful, LLC

· CIK 0001919176
13F Portfolio $80M AUM 93 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 52 New 2 Added 32 Reduced 52 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 43,839.0 $8.5M 10.62% NEW $193.21 +8.2%
2 XLU SELECT SECTOR SPDR TR 49,114.0 $2.1M 2.65% NEW $42.96 +3.5%
3 VNQ VANGUARD INDEX FDS 21,491.0 $1.9M 2.40% NEW $89.22 +7.2%
4 SCCO SOUTHERN COPPER CORP Basic Materials 8,206.0 $1.2M 1.50% NEW $145.48 +31.8%
5 GM GENERAL MTRS CO Consumer Cyclical 13,983.0 $1.2M 1.44% NEW $82.33 -3.3%
6 CAT CATERPILLAR INC Industrials 1,931.0 $1.1M 1.40% NEW $577.39 +65.6%
7 JKHY HENRY JACK & ASSOC INC Technology 5,076.0 $937K 1.18% NEW $184.55 -32.7%
8 EPAM EPAM SYS INC Technology 4,532.0 $935K 1.17% NEW $206.31 -57.5%
9 RL RALPH LAUREN CORP Consumer Cyclical 2,511.0 $901K 1.13% NEW $358.66 +12.6%
10 AMAT APPLIED MATLS INC Technology 3,434.0 $893K 1.12% NEW $259.97 +128.1%
11 WMT WALMART INC Consumer Defensive 7,961.0 $891K 1.12% NEW $111.92 +8.1%
12 EXPAND ENERGY CORPORATION 7,431.0 $832K 1.04% NEW $112.02
13 XLG INVESCO EXCHANGE TRADED FD T 13,650.0 $814K 1.02% NEW $59.64 +2.6%
14 LLY ELI LILLY & CO Healthcare 707.0 $763K 0.96% NEW $1079.75 +3.0%
15 AAPL APPLE INC Technology 2,748.0 $750K 0.94% NEW $273.08 +8.4%
16 WAT WATERS CORP Healthcare 1,940.0 $745K 0.93% NEW $383.99 -6.1%
17 GVI ISHARES TR 6,499.0 $699K 0.88% NEW $107.48 -1.7%
18 NTRA NATERA INC Healthcare 2,861.0 $658K 0.82% NEW $229.98 -1.5%
19 AEP AMERICAN ELEC PWR CO INC Utilities 5,658.0 $656K 0.82% NEW $115.99 +10.6%
20 ISRG INTUITIVE SURGICAL INC Healthcare 1,144.0 $655K 0.82% NEW $572.63 -29.8%
Page 1 of 3  ·  52 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
Technology 32.2%
Industrials 16.1%
Consumer Cyclical 13.9%
Financial Services 12.5%
Healthcare 8.3%
Communication Services 6.2%
Basic Materials 4.6%
Consumer Defensive 1.9%
Energy 1.6%
Utilities 1.4%