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Portfolio (Quarterly) Guide ↗

VCI Wealth Management LLC

· CIK 0002009388
13F Portfolio $360M AUM 109 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 65 Added 18 Reduced 30 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISRG INTUITIVE SURGICAL INC Healthcare 8,232.0 $4.7M 1.30% +2K +24.6% $566.36 -29.0%
22 XOM EXXON MOBIL CORP Energy 28,036.0 $3.4M 0.94% +10K +52.5% $120.34 +17.9%
23 ROK ROCKWELL AUTOMATION INC Industrials 8,464.0 $3.3M 0.92% +2K +22.8% $389.07 +17.9%
24 JNJ JOHNSON & JOHNSON Healthcare 15,825.0 $3.3M 0.91% -359.0 -2.2% $206.95 +13.2%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9,305.0 $3.3M 0.91% NEW $350.55 +11.6%
26 BNDX VANGUARD CHARLOTTE FDS 63,688.0 $3.1M 0.85% +6K +10.3% $48.32 -0.0%
27 WMT WALMART INC Consumer Defensive 27,386.0 $3.1M 0.85% -4K -11.3% $111.41 +8.6%
28 GE GE AEROSPACE Industrials 9,371.0 $2.9M 0.80% +2K +27.0% $308.03 +15.9%
29 APH AMPHENOL CORP NEW Technology 21,034.0 $2.8M 0.79% +5K +31.9% $135.14 +19.2%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,906.0 $2.8M 0.77% NEW $310.24 +27.2%
31 ABBV ABBVIE INC Healthcare 12,008.0 $2.7M 0.76% NEW $228.49 -3.2%
32 CVX CHEVRON CORP NEW Energy 17,341.0 $2.6M 0.73% +7K +74.9% $152.41 +16.5%
33 MRK MERCK & CO INC Healthcare 23,938.0 $2.5M 0.70% +6K +34.9% $105.26 +9.7%
34 ORCL ORACLE CORP Technology 12,900.0 $2.5M 0.70% +4K +41.1% $194.91 -5.9%
35 KKR KKR & CO INC Financial Services 18,553.0 $2.4M 0.66% +8K +72.1% $127.48 -23.8%
36 BAC BANK AMERICA CORP Financial Services 41,010.0 $2.3M 0.63% -13K -23.4% $55.00 +2.8%
37 NDAQ NASDAQ INC Financial Services 22,992.0 $2.2M 0.62% NEW $97.13 -14.2%
38 PRU PRUDENTIAL FINL INC Financial Services 19,292.0 $2.2M 0.60% +10K +117.1% $112.88 -5.2%
39 PLTR PALANTIR TECHNOLOGIES INC Technology 12,187.0 $2.2M 0.60% +4K +42.3% $177.75 -26.5%
40 AMD ADVANCED MICRO DEVICES INC Technology 10,045.0 $2.2M 0.60% NEW $214.16 +139.3%
Page 2 of 6  ·  109 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
Technology 30.6%
Financial Services 27.6%
Consumer Cyclical 9.2%
Healthcare 9.1%
Communication Services 8.9%
Industrials 4.5%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.1%
Real Estate 1.7%