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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
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPHB INVESCO EXCH TRADED FD TR II 13,828.0 $2.2M 0.90% NEW $155.59 -4.6%
2 ITA ISHARES TR 6,040.0 $1.5M 0.61% NEW $242.44 -6.9%
3 TIPX SPDR SERIES TRUST 69,834.0 $1.3M 0.55% NEW $18.93 -1.8%
4 EMHC SPDR SERIES TRUST 42,084.0 $1.1M 0.45% NEW $25.44 -2.4%
5 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,533.0 $593K 0.25% NEW $386.73 +5.4%
6 ANET ARISTA NETWORKS INC Technology 2,530.0 $430K 0.18% NEW $169.88 +14.1%
7 SPACE EXPLORATION TECHN CORP 2,407.0 $411K 0.17% NEW $170.92
8 ASML ASML HLDG NV Technology 202.0 $402K 0.17% NEW $1989.44 -13.8%
9 XLK SELECT SECTOR SPDR TR 2,090.0 $398K 0.17% NEW $190.52 -1.7%
10 STOT SSGA ACTIVE TR 8,408.0 $396K 0.17% NEW $47.06 -1.0%
11 MS MORGAN STANLEY Financial Services 1,870.0 $391K 0.16% NEW $209.04 +4.1%
12 EMR EMERSON ELEC CO Industrials 2,644.0 $379K 0.16% NEW $143.19 +6.7%
13 MU MICRON TECHNOLOGY INC Technology 294.0 $339K 0.14% NEW $1154.29 -11.9%
14 XNTK SPDR SERIES TRUST 838.0 $327K 0.14% NEW $390.74 -7.5%
15 PSI INVESCO EXCHANGE TRADED FD T 1,664.0 $313K 0.13% NEW $187.92 -27.6%
16 VUG VANGUARD INDEX FDS 3,054.0 $263K 0.11% NEW $86.17 +2.6%
17 GE GE AEROSPACE Industrials 699.0 $262K 0.11% NEW $374.23 -9.9%
18 STT STATE STR CORP Financial Services 1,514.0 $257K 0.11% NEW $169.60 +14.5%
19 MCK MCKESSON CORP Healthcare 325.0 $246K 0.10% NEW $755.63 +20.2%
20 AXSM AXSOME THERAPEUTICS INC. Healthcare 968.0 $237K 0.10% NEW $244.77 -15.6%
Page 1 of 2  ·  24 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
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%