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Portfolio (Quarterly) Guide ↗

Retireful, LLC

· CIK 0001919176
13F Portfolio $103M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 93 New
Page 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IQVIA HLDGS INC 1,662.0 $316K 0.30% NEW $189.94
82 IDXX IDEXX LABS INC Healthcare 491.0 $314K 0.30% NEW $638.89 -13.4%
83 CMI CUMMINS INC Industrials 739.0 $312K 0.30% NEW $422.37 +70.4%
84 DHI D R HORTON INC Consumer Cyclical 1,789.0 $303K 0.29% NEW $169.47 -5.7%
85 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 662.0 $302K 0.29% NEW $456.00 -39.5%
86 FITB FIFTH THIRD BANCORP Financial Services 6,698.0 $298K 0.29% NEW $44.55 +18.7%
87 ZM ZOOM COMMUNICATIONS INC Technology 3,588.0 $296K 0.29% NEW $82.50 +3.9%
88 HD HOME DEPOT INC Consumer Cyclical 722.0 $293K 0.28% NEW $405.19 -16.9%
89 MSI MOTOROLA SOLUTIONS INC Technology 638.0 $292K 0.28% NEW $457.29 -13.3%
90 GWRE GUIDEWIRE SOFTWARE INC Technology 1,259.0 $289K 0.28% NEW $229.86 -53.0%
91 JMOM J P MORGAN EXCHANGE TRADED F 4,261.0 $289K 0.28% NEW $67.90 +23.8%
92 RDDT REDDIT INC Communication Services 1,153.0 $265K 0.26% NEW $229.99 -27.2%
93 AMZN AMAZON COM INC Consumer Cyclical 1,050.0 $231K 0.22% NEW $219.57 +9.0%
Page 5 of 5  ·  93 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 30.3%
Financial Services 28.0%
Industrials 13.7%
Consumer Cyclical 11.9%
Communication Services 7.8%
Energy 3.2%
Utilities 2.6%
Healthcare 1.8%
Basic Materials 0.6%