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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 1,472.0 $526K 0.22% +94.0 +6.8% $357.39 -5.3%
82 TMUS T-MOBILE US INC Communication Services 3,100.0 $520K 0.22% -1K -32.3% $167.77 +8.2%
83 VONV VANGUARD SCOTTSDALE FDS 4,659.0 $495K 0.21% +194.0 +4.3% $106.31 +6.3%
84 EWU ISHARES TR 10,565.0 $487K 0.20% -500.0 -4.5% $46.14 +5.3%
85 CVX CHEVRON CORPORATION Energy 2,930.0 $486K 0.20% +106.0 +3.8% $165.77 +25.8%
86 AVGO BROADCOM INC Technology 1,259.0 $476K 0.20% +40.0 +3.3% $377.87 -5.3%
87 PG PROCTER & GAMBLE CO Consumer Defensive 3,238.0 $475K 0.20% +414.0 +14.7% $146.68 -0.2%
88 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,405.0 $470K 0.20% -4K -41.4% $87.05 +6.4%
89 VONG VANGUARD SCOTTSDALE FDS 3,675.0 $470K 0.20% +172.0 +4.9% $127.81 -0.6%
90 BLV VANGUARD BD INDEX FDS 6,539.0 $451K 0.19% +972.0 +17.5% $68.93 -4.5%
91 EXR EXTRA SPACE STORAGE INC Real Estate 3,008.0 $437K 0.18% -143.0 -4.5% $145.30 -4.2%
92 ANET ARISTA NETWORKS INC Technology 2,530.0 $430K 0.18% NEW $169.88 +14.1%
93 ALL ALLSTATE CORP Financial Services 1,760.0 $419K 0.17% -1K -45.6% $238.01 +9.1%
94 SPACE EXPLORATION TECHN CORP 2,407.0 $411K 0.17% NEW $170.92
95 DEM WISDOMTREE TR 7,645.0 $411K 0.17% -200.0 -2.5% $53.79 +6.2%
96 SCHC SCHWAB STRATEGIC TR 8,501.0 $409K 0.17% +2K +36.4% $48.12 +7.3%
97 CBOE CBOE GLOBAL MKTS INC Financial Services 1,671.0 $406K 0.17% -475.0 -22.1% $242.68 +23.0%
98 ASML ASML HLDG NV Technology 202.0 $402K 0.17% NEW $1989.44 -13.8%
99 VEU VANGUARD INTL EQUITY INDEX F 4,777.0 $400K 0.17% +246.0 +5.4% $83.75 +3.2%
100 XLK SELECT SECTOR SPDR TR 2,090.0 $398K 0.17% NEW $190.52 -1.7%
Page 5 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%