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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 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PHM PULTE GROUP INC Consumer Cyclical 7,482.0 $989K 0.95% NEW $132.13 -3.1%
42 META META PLATFORMS INC Communication Services 1,227.0 $901K 0.87% NEW $734.38 -21.7%
43 WSM WILLIAMS SONOMA INC Consumer Cyclical 4,493.0 $878K 0.85% NEW $195.45 +16.3%
44 FFIV F5 INC Technology 2,664.0 $861K 0.83% NEW $323.19 +18.9%
45 TOL TOLL BROTHERS INC Consumer Cyclical 5,993.0 $828K 0.80% NEW $138.14 +12.9%
46 NOC NORTHROP GRUMMAN CORP Industrials 1,303.0 $794K 0.77% NEW $609.32 -14.9%
47 FIX COMFORT SYS USA INC Industrials 961.0 $793K 0.77% NEW $825.18 +139.4%
48 C CITIGROUP INC Financial Services 7,733.0 $785K 0.76% NEW $101.50 +42.0%
49 FAST FASTENAL CO Industrials 15,675.0 $769K 0.74% NEW $49.04 -6.3%
50 CW CURTISS WRIGHT CORP Industrials 1,369.0 $743K 0.72% NEW $542.94 +43.0%
51 CG CARLYLE GROUP INC Financial Services 11,703.0 $734K 0.71% NEW $62.70 -28.5%
52 TROW PRICE T ROWE GROUP INC Financial Services 6,957.0 $714K 0.69% NEW $102.64 +4.4%
53 BX BLACKSTONE INC Financial Services 4,159.0 $711K 0.69% NEW $170.85 -28.0%
54 ORCL ORACLE CORP Technology 2,502.0 $704K 0.68% NEW $281.24 -34.2%
55 CHRW C H ROBINSON WORLDWIDE INC Industrials 5,224.0 $692K 0.67% NEW $132.40 +39.4%
56 URI UNITED RENTALS INC Industrials 712.0 $680K 0.66% NEW $954.66 +13.3%
57 DAYFORCE INC 9,673.0 $666K 0.64% NEW $68.89
58 BLOCK INC 9,089.0 $657K 0.64% NEW $72.27
59 ET ENERGY TRANSFER L P Energy 38,263.0 $657K 0.63% NEW $17.16 +9.2%
60 FLEX FLEX LTD Technology 11,298.0 $655K 0.63% NEW $57.97 +152.4%
Page 3 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%