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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTEL CORP Technology 6,452.0 $901K 0.38% -92.0 -1.4% $139.63 -31.4%
42 AVDE AMERICAN CENTY ETF TR 10,015.0 $893K 0.37% +117.0 +1.2% $89.20 +5.9%
43 AAPL APPLE INC Technology 2,958.0 $856K 0.36% +242.0 +8.9% $289.44 +10.5%
44 IYW ISHARES TR 3,335.0 $841K 0.35% +475.0 +16.6% $252.27 +0.4%
45 CAH CARDINAL HEALTH INC Healthcare 3,494.0 $830K 0.35% -1K -27.0% $237.56 +4.0%
46 SPYM SPDR SERIES TRUST 9,396.0 $826K 0.34% +4K +73.6% $87.88 +3.2%
47 DRSK ETF SER SOLUTIONS 28,242.0 $812K 0.34% +6K +25.0% $28.75 -1.7%
48 XLF SELECT SECTOR SPDR TR 14,965.0 $802K 0.34% -942.0 -5.9% $53.61 +8.4%
49 DFCF DIMENSIONAL ETF TRUST 18,482.0 $780K 0.33% +7K +55.4% $42.21 -1.9%
50 SO SOUTHERN CO Utilities 8,135.0 $779K 0.33% +413.0 +5.3% $95.71 -7.9%
51 SYSB ISHARES TR 8,770.0 $778K 0.33% +2K +34.6% $88.72 -2.2%
52 EWBC EAST WEST BANCORP INC Financial Services 5,957.0 $769K 0.32% -3K -30.5% $129.09 +1.3%
53 MDT MEDTRONIC PLC Healthcare 9,777.0 $765K 0.32% -8K -45.2% $78.23 +20.4%
54 AVIG AMERICAN CENTY ETF TR 18,170.0 $752K 0.31% +2K +15.3% $41.41 -2.2%
55 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.31% $748850.00
56 NVS NOVARTIS AG Healthcare 4,636.0 $727K 0.30% -44.0 -0.9% $156.73 +2.1%
57 SPAB SPDR SERIES TRUST 28,107.0 $717K 0.30% +6K +28.1% $25.52 -2.1%
58 EWQ ISHARES INC 15,772.0 $717K 0.30% -555.0 -3.4% $45.43 +0.6%
59 DUK DUKE ENERGY CORP NEW Utilities 5,387.0 $682K 0.28% -447.0 -7.7% $126.59 -5.0%
60 DFIP DIMENSIONAL ETF TRUST 16,294.0 $672K 0.28% +245.0 +1.5% $41.26 -2.6%
Page 3 of 8  ·  145 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%