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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 15 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SHOP SHOPIFY INC Technology 300.0 $34K 0.01% NEW $114.18 +31.6%
282 AGX ARGAN INC Industrials 42.0 $34K 0.01% NEW $800.67 -43.2%
283 ORCL ORACLE CORP Technology 225.0 $33K 0.01% NEW $146.71 +1.5%
284 RIOT RIOT PLATFORMS Financial Services 1,185.0 $32K 0.01% NEW $27.38 -24.7%
285 PSX PHILLIPS 66 Energy 190.0 $32K 0.01% NEW $169.05 +43.3%
286 GLW CORNING INC Technology 125.0 $32K 0.01% NEW $255.43 -40.2%
287 VLUE ISHARES MSCI 158.0 $32K 0.01% NEW $199.81 +1.0%
288 TKO TKO GROUP Communication Services 157.0 $32K 0.01% NEW $200.94 -6.5%
289 UPS UNITED PARCEL Industrials 292.0 $31K 0.01% NEW $107.64 -1.9%
290 BTI BRITISH AMERN Consumer Defensive 507.0 $31K 0.01% NEW $61.78 -7.0%
291 IRM IRON MOUNTAIN Real Estate 247.0 $31K 0.01% NEW $126.31 -3.9%
292 ISHARES INTL 849.0 $31K 0.01% NEW $36.60
293 VFLO VICTORYSHARES FREE 652.0 $30K 0.01% NEW $45.75 +19.7%
294 AIQ GLOBAL X 450.0 $30K 0.01% NEW $65.65 -3.9%
295 BIL STATE STREET 317.0 $29K 0.01% NEW $91.64 -0.0%
296 BROS DUTCH BROS Consumer Cyclical 400.0 $29K 0.01% NEW $71.81 -28.7%
297 LH LABCORP HOLDINGS Healthcare 102.0 $29K 0.01% NEW $280.00 +19.9%
298 KMB KIMBERLY CLARK Consumer Defensive 258.0 $28K 0.01% NEW $109.74 +0.5%
299 OKE ONEOK INC Energy 325.0 $28K 0.01% NEW $86.98 +9.1%
300 VLO VALERO ENERGY Energy 108.0 $28K 0.01% NEW $261.26 +33.2%
Page 15 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%