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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LRCX LAM RESEARCH CORP Technology 1,785.0 $773K 0.72% +155.0 +9.5% $433.33 -27.4%
42 KLAC KLA CORP Technology 2,400.0 $724K 0.67% +2K +900.0% $301.71 -39.2%
43 BIL SPDR SERIES TRUST 7,556.0 $692K 0.64% -7K -49.5% $91.64 -0.0%
44 AOR ISHARES TR 9,149.0 $636K 0.59% +3K +56.5% $69.50 +0.8%
45 SCHV SCHWAB STRATEGIC TR 17,760.0 $618K 0.57% NEW $34.81 +0.3%
46 NEAR ISHARES U S ETF TR 10,930.0 $554K 0.52% NEW $50.66 -0.1%
47 CMI CUMMINS INC Industrials 739.0 $527K 0.49% $713.21 -19.7%
48 RMME COLLABORATIVE INVESTMNT SER 5,051.0 $507K 0.47% NEW $100.34 -0.1%
49 J P MORGAN EXCHANGE TRADED F 9,986.0 $505K 0.47% $50.57
50 GOOGL ALPHABET INC Communication Services 1,352.0 $483K 0.45% -5K -77.0% $357.37 -2.9%
51 SPHQ INVESCO EXCHANGE TRADED FD T 5,336.0 $481K 0.45% $90.10 -4.5%
52 PANW PALO ALTO NETWORKS INC Technology 1,349.0 $460K 0.43% NEW $341.02 -0.3%
53 IWF ISHARES TR 3,553.0 $441K 0.41% +3K +300.1% $124.17 -1.9%
54 IWD ISHARES TR 1,662.0 $415K 0.39% NEW $249.46 +3.5%
55 MGK VANGUARD WORLD FD 4,695.0 $414K 0.39% +4K +467.0% $88.18 +0.8%
56 SCHG SCHWAB STRATEGIC TR 11,899.0 $412K 0.38% NEW $34.63 +2.0%
57 CGDV CAPITAL GROUP DIVIDEND VALUE 8,214.0 $404K 0.38% NEW $49.24 +1.8%
58 IWY ISHARES TR 1,393.0 $395K 0.37% NEW $283.83 +0.3%
59 XMHQ INVESCO EXCHANGE TRADED FD T 3,486.0 $395K 0.37% NEW $113.19 +4.7%
60 VTRS VIATRIS INC Healthcare 24,606.0 $391K 0.36% +2K +11.3% $15.88 +5.3%
Page 3 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%