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Portfolio (Quarterly) Guide ↗

Visionary Horizons, LLC

· CIK 0002003615
13F Portfolio $239M AUM 145 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 60 Added 41 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 PPG PPG INDS INC Basic Materials 6,925 $740K 0.36% SOLD
2 AIQ GLOBAL X FDS 7,383 $345K 0.17% SOLD
3 XLC SELECT SECTOR SPDR TR 2,930 $325K 0.16% SOLD
4 INTU INTUIT Technology 705 $305K 0.15% SOLD
5 SLV ISHARES SILVER TR Financial Services 3,478 $237K 0.12% SOLD
6 GIS GENERAL MILLS INC Consumer Defensive 6,138 $228K 0.11% SOLD
7 XLE SELECT SECTOR SPDR TR 3,405 $209K 0.10% SOLD
Sector Allocation
Financial Services 33.5%
Technology 19.5%
Healthcare 14.5%
Consumer Cyclical 8.1%
Communication Services 6.2%
Utilities 5.0%
Industrials 4.0%
Real Estate 3.1%
Energy 2.4%
Consumer Defensive 2.4%