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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
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUSB VANGUARD BD INDEX FDS 5,964.0 $297K 0.08% $49.78 -0.1%
62 JNJ JOHNSON & JOHNSON Healthcare 1,157.0 $294K 0.08% -7.0 -0.6% $254.07 +5.5%
63 SCHX SCHWAB STRATEGIC TR 9,937.0 $292K 0.08% +97.0 +1.0% $29.43 +3.1%
64 DXUV DIMENSIONAL ETF TRUST 4,340.0 $289K 0.08% +158.0 +3.8% $66.49 +4.9%
65 DFSD DIMENSIONAL ETF TRUST 5,632.0 $269K 0.07% +1K +22.2% $47.75 -1.0%
66 GS GOLDMAN SACHS GROUP INC Financial Services 264.0 $267K 0.07% +13.0 +5.2% $1011.37 +2.2%
67 ORCL ORACLE CORP Technology 1,791.0 $262K 0.07% +36.0 +2.0% $146.55 +2.8%
68 SCHV SCHWAB STRATEGIC TR 7,490.0 $261K 0.07% NEW $34.81 -0.6%
69 BERKSHIRE HATHAWAY INC DEL 486.0 $243K 0.07% NEW $500.39
70 KLAC KLA CORP Technology 781.0 $236K 0.07% NEW $301.71 -41.8%
71 UNH UNITEDHEALTH GROUP INC Healthcare 564.0 $234K 0.06% NEW $415.63 -5.5%
72 AMD ADVANCED MICRO DEVICES INC Technology 380.0 $221K 0.06% NEW $580.91 -19.9%
73 DIS DISNEY WALT CO Communication Services 2,267.0 $218K 0.06% NEW $96.26 +12.3%
74 V VISA INC Financial Services 636.0 $218K 0.06% NEW $343.09 +11.2%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 766.0 $215K 0.06% NEW $281.18 -16.2%
76 FTCS FIRST TR EXCHANGE-TRADED FD 2,157.0 $203K 0.06% $93.92 +7.9%
77 PBR PETROLEO BRASILEIRO S A Energy 11,415.0 $184K 0.05% -398.0 -3.4% $16.16 +14.7%
78 BLUEROCK PVT REAL ESTATE FD 12,585.0 $164K 0.04% $13.01
79 COTY COTY INC Consumer Defensive 11,280.0 $24K 0.01% +844.0 +8.1% $2.16 +31.9%
80 OGEN ORAGENICS INC Healthcare 23,160.0 $13K 0.00% NEW $0.58 -9.7%
Page 4 of 4  ·  80 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 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%