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Portfolio (Quarterly) Guide ↗

25 LLC

· CIK 0001968777
13F Portfolio $365M AUM 80 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 38 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 6,026.0 $1.0M 0.28% NEW $170.86
2 SCHG SCHWAB STRATEGIC TR 23,730.0 $803K 0.22% NEW $33.84 +5.7%
3 SNDK SANDISK CORP Technology 174.0 $396K 0.11% NEW $2273.73 -34.7%
4 MU MICRON TECHNOLOGY INC Technology 299.0 $345K 0.10% NEW $1154.29 -19.2%
5 SCHV SCHWAB STRATEGIC TR 7,490.0 $261K 0.07% NEW $34.81 -0.6%
6 BERKSHIRE HATHAWAY INC DEL 486.0 $243K 0.07% NEW $500.39
7 KLAC KLA CORP Technology 781.0 $236K 0.07% NEW $301.71 -41.8%
8 UNH UNITEDHEALTH GROUP INC Healthcare 564.0 $234K 0.06% NEW $415.63 -5.5%
9 AMD ADVANCED MICRO DEVICES INC Technology 380.0 $221K 0.06% NEW $580.91 -19.9%
10 DIS DISNEY WALT CO Communication Services 2,267.0 $218K 0.06% NEW $96.26 +12.3%
11 V VISA INC Financial Services 636.0 $218K 0.06% NEW $343.09 +11.2%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 766.0 $215K 0.06% NEW $281.18 -16.2%
13 OGEN ORAGENICS INC Healthcare 23,160.0 $13K 0.00% NEW $0.58 -9.7%

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 52.2%
Consumer Cyclical 12.0%
Communication Services 9.3%
Financial Services 8.4%
Industrials 5.8%
Healthcare 5.4%
Consumer Defensive 4.7%
Energy 2.2%