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Portfolio (Quarterly) Guide ↗

VIMA LLC

· CIK 0002012155
13F Portfolio $103M AUM 377 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 372 New
Page 16 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF 88.0 $6K 0.01% NEW $73.41 -1.6%
302 GOVT ISHARES TR U S TREAS BD ETF 282.0 $6K 0.01% NEW $22.78 -1.4%
303 RIOT RIOT PLATFORMS INC COM Financial Services 233.0 $6K 0.01% NEW $27.38 -30.9%
304 SOFI SOFI TECHNOLOGIES INC COM Financial Services 333.0 $6K 0.01% NEW $17.93 -1.5%
305 TQQQ PROSHARES TR ULTRAPRO QQQ 73.0 $6K 0.01% NEW $81.00 -10.5%
306 FITBI FIFTH THIRD BANCORP DEPOSITARY SHS REPSTG 1/1000TH OWNERSHIP INT PERP FREQ QRTLY PERP CLB 07/11/26@25 PERP MTY Financial Services 233.0 $6K 0.01% NEW $25.21 +1.5%
307 MARA MARA HLDGS INC COM Financial Services 418.0 $6K 0.01% NEW $13.89 -35.5%
308 BLZE BACKBLAZE INC CL A COM Technology 364.0 $6K 0.01% NEW $15.86 +21.1%
309 KEEL KEEL INFRASTRUCTURE CORP COM Technology 995.0 $6K 0.01% NEW $5.74 -44.9%
310 CRM SALESFORCE INC COM Technology 36.0 $6K 0.01% NEW $156.67 +25.2%
311 PSK SPDR SER TR STATE STR SPDR ICE PFD SECS ETF 178.0 $5K 0.01% NEW $30.53 -3.3%
312 LCID LUCID GROUP INC COM NEW Consumer Cyclical 806.0 $5K 0.01% NEW $6.69 -13.7%
313 IMTM ISHARES TR MSCI INTL MOMENTUM FACTOR ETF 99.0 $5K 0.01% NEW $53.33 +0.5%
314 BTCI NEOS ETF TR BITCOIN HIGH INCOME ETF 170.0 $5K 0.00% NEW $26.86 +7.0%
315 UBER UBER TECHNOLOGIES INC COM Technology 63.0 $5K 0.00% NEW $72.16 +3.5%
316 HYMB SPDR SER TR STATE STREET SPDR NUVEEN ICE HIGH HIGH YIELD MUN BD ETF 173.0 $4K 0.00% NEW $25.44 -2.6%
317 XSD SPDR SER TR STATE STREET SPDR S&P SEMICONDUCTOR ETF 7.0 $4K 0.00% NEW $623.71 -17.0%
318 PYPL PAYPAL HLDGS INC COM Financial Services 100.0 $4K 0.00% NEW $43.18 +39.9%
319 QCLN FIRST TR EXCHANGE-TRADED FD NASDAQ CLEAN EDGE GREEN ENERGY INDEX 67.0 $4K 0.00% NEW $61.31 -17.0%
320 IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 30.0 $4K 0.00% NEW $136.67 +1.1%
Page 16 of 19  ·  372 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 47.0%
Technology 24.9%
Consumer Cyclical 8.9%
Utilities 3.6%
Healthcare 3.4%
Communication Services 3.1%
Consumer Defensive 2.9%
Basic Materials 2.6%
Industrials 2.2%
Energy 1.3%