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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FITB FIFTH THIRD BANCORP Financial Services 5,508.0 $311K 0.13% -15K -72.7% $56.37 -2.7%
122 VTWO VANGUARD SCOTTSDALE FDS 2,514.0 $305K 0.13% +136.0 +5.7% $121.42 -1.5%
123 SPBO SPDR SERIES TRUST 10,496.0 $305K 0.13% +93.0 +0.9% $29.04 -2.7%
124 MSCI MSCI INC Financial Services 516.0 $289K 0.12% -82.0 -13.7% $560.33 +2.3%
125 DGRO ISHARES TR 3,651.0 $277K 0.12% +190.0 +5.5% $75.80 +4.4%
126 GDX VANECK ETF TRUST 3,595.0 $271K 0.11% -75.0 -2.0% $75.45 +31.6%
127 KRE SPDR SERIES TRUST 3,550.0 $266K 0.11% -17K -82.5% $74.85 +0.6%
128 VUG VANGUARD INDEX FDS 3,054.0 $263K 0.11% NEW $86.17 +2.6%
129 GE GE AEROSPACE Industrials 699.0 $262K 0.11% NEW $374.23 -9.9%
130 STT STATE STR CORP Financial Services 1,514.0 $257K 0.11% NEW $169.60 +14.5%
131 TOTALENERGIES SE 3,284.0 $255K 0.11% $77.76
132 MCK MCKESSON CORP Healthcare 325.0 $246K 0.10% NEW $755.63 +20.2%
133 AXSM AXSOME THERAPEUTICS INC. Healthcare 968.0 $237K 0.10% NEW $244.77 -15.6%
134 CLOA BLACKROCK ETF TRUST II 4,495.0 $233K 0.10% $51.91 -0.1%
135 LAD LITHIA MTRS INC Consumer Cyclical 763.0 $222K 0.09% -2K -76.0% $290.53 +33.1%
136 LVHI LEGG MASON ETF INVT 5,410.0 $220K 0.09% +97.0 +1.8% $40.59 +5.4%
137 IEF ISHARES TR 2,267.0 $214K 0.09% +80.0 +3.7% $94.57 -2.5%
138 VTV VANGUARD INDEX FDS 976.0 $213K 0.09% NEW $218.09 +3.8%
139 ORCL ORACLE CORP Technology 1,433.0 $210K 0.09% NEW $146.55 +8.4%
140 DIS DISNEY WALT CO Communication Services 2,132.0 $205K 0.09% +31.0 +1.5% $96.25 +9.4%
Page 7 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%