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Portfolio (Quarterly) Guide ↗

Vision Retirement, LLC

· CIK 0002069023
13F Portfolio $414M AUM 621 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 621 New
Page 14 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ICE INTERCONTINENTAL EXCH Financial Services 322.0 $40K 0.01% NEW $123.11 +31.5%
262 DELL DELL TECHNOLOGIES Technology 92.0 $39K 0.01% NEW $429.32 +8.1%
263 CAVA CAVA GROUP Consumer Cyclical 500.0 $39K 0.01% NEW $78.48 -13.6%
264 CB CHUBB LTD Financial Services 115.0 $39K 0.01% NEW $340.74 +0.9%
265 BOCT INNOVATOR U S 735.0 $39K 0.01% NEW $53.02 +2.6%
266 PRF INVESCO FTSE 720.0 $39K 0.01% NEW $54.03 +4.1%
267 ESGE ISHARES ESG 704.0 $39K 0.01% NEW $54.69 -1.2%
268 HONEYWELL INTL 169.0 $38K 0.01% NEW $224.43
269 IBIT ISHARES BITCOIN Financial Services 1,134.0 $38K 0.01% NEW $33.29 +33.6%
270 HONEYWELL AEROSPACE 169.0 $37K 0.01% NEW $221.08
271 JIRE JPMORGAN 449.0 $37K 0.01% NEW $82.47 +3.4%
272 VZ VERIZON COMMUNICATIONS Communication Services 865.0 $37K 0.01% NEW $42.32 +18.6%
273 VICTORYSHARES FREE 1,061.0 $36K 0.01% NEW $34.28
274 BIPC BROOKFIELD INFRASTRUCTUR Utilities 941.0 $36K 0.01% NEW $38.50 +2.8%
275 CROX CROCS INC Consumer Cyclical 300.0 $36K 0.01% NEW $120.64 +2.5%
276 EUHY ISHARES GLOBAL 658.0 $35K 0.01% NEW $53.86 -0.7%
277 MRNA MODERNA INC Healthcare 500.0 $35K 0.01% NEW $70.03 +113.7%
278 DPZ DOMINOS PIZZA Consumer Cyclical 118.0 $35K 0.01% NEW $296.19 +16.3%
279 ED CONSOLIDATED EDISON Utilities 312.0 $35K 0.01% NEW $110.68 -2.4%
280 JSI JANUS HENDERSON 672.0 $34K 0.01% NEW $51.21 -0.1%
Page 14 of 32  ·  621 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 38.7%
Technology 27.5%
Consumer Cyclical 13.4%
Industrials 7.9%
Consumer Defensive 4.6%
Communication Services 3.5%
Healthcare 2.1%
Utilities 1.5%
Energy 0.3%
Basic Materials 0.3%