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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 6,256.0 $4.3M 5.39% -11K -63.1% $687.01 +8.7%
2 XLC SELECT SECTOR SPDR TR 18,005.0 $2.1M 2.67% -119.0 -0.7% $118.29 -7.5%
3 VFH VANGUARD WORLD FD 15,647.0 $2.1M 2.64% -904.0 -5.5% $134.50 -2.3%
4 VGT VANGUARD WORLD FD 2,739.0 $2.1M 2.61% -202.0 -6.9% $760.89 -84.2%
5 GOOGL ALPHABET INC Communication Services 5,867.0 $1.8M 2.31% -39.0 -0.7% $313.85 +17.3%
6 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,653.0 $1.6M 2.02% -37.0 -0.7% $285.00 -15.5%
7 WDC WESTERN DIGITAL CORP Technology 8,504.0 $1.5M 1.88% -73.0 -0.8% $176.06 +323.8%
8 AVGO BROADCOM INC Technology 4,264.0 $1.5M 1.87% -36.0 -0.8% $349.85 +17.6%
9 BIL SPDR SERIES TRUST 14,966.0 $1.4M 1.72% -24K -61.5% $91.37 +0.2%
10 APP APPLOVIN CORP Technology 1,879.0 $1.3M 1.64% -12.0 -0.6% $693.71 -32.3%
11 TPR TAPESTRY INC Consumer Cyclical 9,920.0 $1.3M 1.61% -85.0 -0.8% $129.53 +10.8%
12 GLW CORNING INC Technology 13,306.0 $1.2M 1.48% -82.0 -0.6% $88.86 +119.4%
13 UAL UNITED AIRLS HLDGS INC Industrials 10,553.0 $1.2M 1.48% -3K -22.5% $111.52 +6.1%
14 GBIL GOLDMAN SACHS ETF TR 11,072.0 $1.1M 1.39% -28K -71.7% $100.25 -0.2%
15 NVDA NVIDIA CORPORATION Technology 5,284.0 $991K 1.24% -30.0 -0.6% $187.54 +12.3%
16 TKO TKO GROUP HOLDINGS INC Communication Services 4,626.0 $991K 1.24% -2K -25.0% $214.17 -7.2%
17 FIX COMFORT SYS USA INC Industrials 953.0 $902K 1.13% -8.0 -0.8% $946.93 +107.8%
18 C CITIGROUP INC Financial Services 7,667.0 $899K 1.13% -66.0 -0.8% $117.21 +22.1%
19 CW CURTISS WRIGHT CORP Industrials 1,357.0 $758K 0.95% -12.0 -0.9% $558.58 +38.2%
20 DAL DELTA AIR LINES INC DEL Industrials 10,798.0 $749K 0.94% -92.0 -0.8% $69.34 +21.4%
Page 1 of 2  ·  32 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%