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Portfolio (Quarterly) Guide ↗

Retireful, LLC

· CIK 0001919176
13F Portfolio $107M AUM 81 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 21 Added 12 Reduced 56 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRT VERTIV HOLDINGS CO Industrials 5,554.0 $1.9M 1.73% NEW $334.82 -23.6%
22 NVT NVENT ELEC PLC Industrials 10,677.0 $1.8M 1.69% NEW $169.61 -10.7%
23 MTZ MASTEC INC Industrials 4,276.0 $1.8M 1.66% NEW $416.06 -40.7%
24 ANET ARISTA NETWORKS INC Technology 9,682.0 $1.6M 1.53% NEW $169.88 +12.4%
25 DDOG DATADOG INC Technology 5,904.0 $1.5M 1.43% NEW $260.36 -14.4%
26 TXN TEXAS INSTRS INC Technology 5,083.0 $1.5M 1.41% NEW $298.07 -12.8%
27 MKSI MKS INC. Technology 3,342.0 $1.5M 1.38% NEW $444.80 -39.2%
28 UAL UNITED AIRLS HLDGS INC Industrials 10,884.0 $1.5M 1.38% +331.0 +3.1% $135.99 -13.7%
29 CRWD CROWDSTRIKE HLDGS INC Technology 1,937.0 $1.5M 1.38% NEW $190.78 -2.8%
30 COHR COHERENT CORP Technology 3,656.0 $1.4M 1.34% NEW $394.47 -26.9%
31 GEV GE VERNOVA INC Utilities 1,183.0 $1.4M 1.29% NEW $1174.86 -21.2%
32 FFIV F5 INC Technology 3,241.0 $1.3M 1.25% NEW $415.96 -8.0%
33 JBHT HUNT J B TRANS SVCS INC Industrials 4,640.0 $1.3M 1.25% NEW $289.43 -9.4%
34 NTAP NETAPP INC Technology 8,321.0 $1.3M 1.20% NEW $154.76 +21.1%
35 HUM HUMANA INC Healthcare 3,146.0 $1.2M 1.16% NEW $397.22 -1.9%
36 STRL STERLING INFRASTRUCTURE INC Industrials 1,451.0 $1.2M 1.13% NEW $839.36 -42.1%
37 JBL JABIL INC Technology 3,041.0 $1.2M 1.09% NEW $385.48 -19.9%
38 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,069.0 $1.0M 0.96% +112.0 +11.7% $965.00 -14.9%
39 USFR WISDOMTREE TR 17,568.0 $885K 0.82% NEW $50.35 +0.3%
40 XLG INVESCO EXCHANGE TRADED FD T 13,778.0 $845K 0.79% +128.0 +0.9% $61.33 +1.3%
Page 2 of 5  ·  81 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 64.5%
Industrials 20.4%
Financial Services 9.1%
Healthcare 2.2%
Utilities 1.9%
Communication Services 0.7%
Basic Materials 0.5%
Consumer Cyclical 0.3%
Energy 0.3%