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Portfolio (Quarterly) Guide ↗

25 LLC

· CIK 0001968777
13F Portfolio $324M AUM 69 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 41 Added 9 Reduced 5 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 1,631.0 $480K 0.15% +104.0 +6.8% $294.10 +0.6%
42 HD HOME DEPOT INC Consumer Cyclical 1,347.0 $443K 0.14% +88.0 +7.0% $328.94 -2.8%
43 DFAX DIMENSIONAL ETF TRUST 12,904.0 $438K 0.14% +74.0 +0.6% $33.97 +11.0%
44 IVV ISHARES TR 669.0 $437K 0.14% $652.92 +16.1%
45 VTI VANGUARD INDEX FDS 1,258.0 $404K 0.12% +65.0 +5.5% $320.92 +15.8%
46 SCHF SCHWAB STRATEGIC TR 15,707.0 $389K 0.12% +295.0 +1.9% $24.75 +12.1%
47 TSLA TESLA INC Consumer Cyclical 1,024.0 $381K 0.12% +198.0 +24.0% $371.75 +18.7%
48 XOM EXXON MOBIL CORP Energy 2,209.0 $375K 0.12% +342.0 +18.3% $169.68 -13.3%
49 AVGO BROADCOM INC Technology 1,172.0 $363K 0.11% +279.0 +31.2% $309.51 +38.5%
50 AGG ISHARES TR 3,391.0 $337K 0.10% $99.27 -0.3%
51 SNA SNAP ON INC Industrials 912.0 $331K 0.10% $363.21 +2.8%
52 VCEB VANGUARD WORLD FD 5,208.0 $327K 0.10% $62.83 +0.1%
53 BA BOEING CO Industrials 1,557.0 $310K 0.10% +22.0 +1.4% $199.04 +14.9%
54 VUSB VANGUARD BD INDEX FDS 5,935.0 $295K 0.09% -937.0 -13.6% $49.78 +0.0%
55 NFLX NETFLIX INC. Communication Services 3,070.0 $295K 0.09% +623.0 +25.5% $96.15 -10.3%
56 VSGX VANGUARD WORLD FD 4,077.0 $292K 0.09% $71.73 +14.5%
57 JNJ JOHNSON & JOHNSON Healthcare 1,164.0 $285K 0.09% NEW $244.48 -5.5%
58 VV VANGUARD INDEX FDS 887.0 $265K 0.08% $298.96 +16.1%
59 ORCL ORACLE CORP Technology 1,755.0 $258K 0.08% +117.0 +7.1% $147.11 +38.5%
60 SCHX SCHWAB STRATEGIC TR 9,840.0 $252K 0.08% +264.0 +2.8% $25.64 +15.8%
Page 3 of 4  ·  69 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 41.2%
Communication Services 23.4%
Consumer Cyclical 12.0%
Financial Services 6.4%
Industrials 5.7%
Consumer Defensive 4.8%
Healthcare 3.6%
Energy 2.9%