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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COF CAPITAL ONE FINL CORP Financial Services 8,826.0 $2.1M 0.59% +1K +18.4% $242.36 -17.1%
42 T AT&T INC Communication Services 85,595.0 $2.1M 0.59% +21K +32.1% $24.84 -9.7%
43 GRMN GARMIN LTD Technology 10,113.0 $2.1M 0.57% +4K +55.4% $202.85 +14.3%
44 BX BLACKSTONE INC Financial Services 13,286.0 $2.0M 0.57% +5K +58.7% $154.14 -18.9%
45 WFC WELLS FARGO CO NEW Financial Services 21,744.0 $2.0M 0.56% NEW $93.20 -8.7%
46 PKG PACKAGING CORP AMER Consumer Cyclical 9,701.0 $2.0M 0.56% NEW $206.23 +11.2%
47 RSG REPUBLIC SVCS INC Industrials 9,263.0 $2.0M 0.55% +2K +36.4% $211.93 -2.1%
48 DIS DISNEY WALT CO Communication Services 17,175.0 $2.0M 0.54% +4K +35.5% $113.77 -11.3%
49 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 12,005.0 $1.9M 0.54% +3K +30.4% $161.96 -16.9%
50 INGERSOLL RAND INC 23,221.0 $1.8M 0.51% +12K +102.5% $79.22
51 PM PHILIP MORRIS INTL INC Consumer Defensive 11,273.0 $1.8M 0.50% +2K +25.6% $160.40 +11.9%
52 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 9,233.0 $1.8M 0.50% NEW $193.43 -1.0%
53 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 18,711.0 $1.7M 0.46% NEW $88.21 +25.0%
54 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 19,877.0 $1.6M 0.46% NEW $83.00 -41.2%
55 DGX QUEST DIAGNOSTICS INC Healthcare 9,423.0 $1.6M 0.46% NEW $173.53 +14.0%
56 STLD STEEL DYNAMICS INC Basic Materials 9,540.0 $1.6M 0.45% +3K +39.0% $169.45 +59.4%
57 PLD PROLOGIS INC. Real Estate 12,589.0 $1.6M 0.45% NEW $127.66 +10.4%
58 NEE NEXTERA ENERGY INC Utilities 19,704.0 $1.6M 0.44% +7K +58.5% $80.28 +6.8%
59 UBER UBER TECHNOLOGIES INC Technology 19,350.0 $1.6M 0.44% +6K +44.5% $81.71 -13.2%
60 XLF SELECT SECTOR SPDR TR 28,691.0 $1.6M 0.44% -32K -52.8% $54.77 -1.3%
Page 3 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%