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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 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHRW C H ROBINSON WORLDWIDE INC Industrials 6,839.0 $1.1M 1.39% +2K +30.9% $161.96 +14.3%
22 AMD ADVANCED MICRO DEVICES INC Technology 5,086.0 $1.1M 1.37% +1K +26.8% $215.34 +149.5%
23 NVDA NVIDIA CORPORATION Technology 5,284.0 $991K 1.24% -30.0 -0.6% $187.54 +12.3%
24 TKO TKO GROUP HOLDINGS INC Communication Services 4,626.0 $991K 1.24% -2K -25.0% $214.17 -7.2%
25 JKHY HENRY JACK & ASSOC INC Technology 5,076.0 $937K 1.18% NEW $184.55 -31.6%
26 EPAM EPAM SYS INC Technology 4,532.0 $935K 1.17% NEW $206.31 -62.9%
27 FIX COMFORT SYS USA INC Industrials 953.0 $902K 1.13% -8.0 -0.8% $946.93 +107.8%
28 RL RALPH LAUREN CORP Consumer Cyclical 2,511.0 $901K 1.13% NEW $358.66 +15.2%
29 C CITIGROUP INC Financial Services 7,667.0 $899K 1.13% -66.0 -0.8% $117.21 +22.1%
30 AMAT APPLIED MATLS INC Technology 3,434.0 $893K 1.12% NEW $259.97 +137.4%
31 WMT WALMART INC Consumer Defensive 7,961.0 $891K 1.12% NEW $111.92 +5.5%
32 MU MICRON TECHNOLOGY INC Technology 2,994.0 $876K 1.10% $292.63 +287.5%
33 EXPAND ENERGY CORPORATION 7,431.0 $832K 1.04% NEW $112.02
34 XLG INVESCO EXCHANGE TRADED FD T 13,650.0 $814K 1.02% NEW $59.64 +3.5%
35 LLY ELI LILLY & CO Healthcare 707.0 $763K 0.96% NEW $1079.75 +1.7%
36 CW CURTISS WRIGHT CORP Industrials 1,357.0 $758K 0.95% -12.0 -0.9% $558.58 +38.2%
37 AAPL APPLE INC Technology 2,748.0 $750K 0.94% NEW $273.08 +9.1%
38 DAL DELTA AIR LINES INC DEL Industrials 10,798.0 $749K 0.94% -92.0 -0.8% $69.34 +21.4%
39 WAT WATERS CORP Healthcare 1,940.0 $745K 0.93% NEW $383.99 -7.0%
40 BKR BAKER HUGHES COMPANY Energy 15,790.0 $728K 0.91% -7K -29.6% $46.09 +26.7%
Page 2 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 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%