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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 41,738.0 $1.5M 0.43% -1K -2.5% $36.90 +264.0%
62 KO COCA COLA CO Consumer Defensive 21,687.0 $1.5M 0.42% +5K +27.9% $69.91 +13.1%
63 AEE AMEREN CORP Utilities 14,927.0 $1.5M 0.41% +1K +7.8% $99.86 +8.7%
64 BSX BOSTON SCIENTIFIC CORP Healthcare 15,629.0 $1.5M 0.41% +3K +21.3% $95.35 -52.4%
65 ABT ABBOTT LABS Healthcare 11,571.0 $1.4M 0.40% +1K +12.7% $125.29 -29.3%
66 XEL XCEL ENERGY INC Utilities 19,592.0 $1.4M 0.40% +5K +34.4% $73.86 +4.6%
67 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,785.0 $1.4M 0.40% +3K +23.4% $91.21 -4.7%
68 ABNB AIRBNB INC Consumer Cyclical 9,828.0 $1.3M 0.37% +2K +19.9% $135.72 +5.1%
69 ZTS ZOETIS INC Healthcare 10,554.0 $1.3M 0.37% +4K +55.1% $125.82 -37.7%
70 TRMB TRIMBLE INC Technology 16,614.0 $1.3M 0.36% NEW $78.35 -37.9%
71 ON ON SEMICONDUCTOR CORP Technology 23,564.0 $1.3M 0.35% NEW $54.15 +121.9%
72 UPS UNITED PARCEL SERVICE INC Industrials 12,493.0 $1.2M 0.34% +2K +22.8% $99.19 +6.1%
73 EBAY EBAY INC. Consumer Cyclical 13,154.0 $1.1M 0.32% +3K +32.1% $87.10 +24.1%
74 BLDR BUILDERS FIRSTSOURCE INC Industrials 11,080.0 $1.1M 0.32% +4K +63.1% $102.89 -21.4%
75 KVUE KENVUE INC Consumer Defensive 64,203.0 $1.1M 0.31% +23K +55.1% $17.25 +5.4%
76 CVS CVS HEALTH CORP Healthcare 13,864.0 $1.1M 0.31% +341.0 +2.5% $79.36 +23.7%
77 FIS FIDELITY NATL INFORMATION SV Technology 16,176.0 $1.1M 0.30% +4K +29.3% $66.46 -42.3%
78 REGCO REGENCY CTRS CORP Real Estate 15,346.0 $1.1M 0.29% +3K +27.4% $69.03 -67.4%
79 LEN LENNAR CORP Consumer Cyclical 9,996.0 $1.0M 0.29% NEW $102.80 -12.5%
80 SPYM SPDR SERIES TRUST 12,760.0 $1.0M 0.28% NEW $80.22 +9.4%
Page 4 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%