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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 16 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MNST MONSTER BEVERAGE Consumer Defensive 292.0 $28K 0.01% NEW $96.12 -50.3%
302 GRID FIRST TRUST 146.0 $28K 0.01% NEW $191.76 -5.7%
303 MSI MOTOROLA SOLUTIONS Technology 67.0 $28K 0.01% NEW $415.28 +17.3%
304 FUBO FUBOTV INC Communication Services 3,011.0 $28K 0.01% NEW $9.20 +12.0%
305 CIM CHIMERA INVT Real Estate 2,064.0 $28K 0.01% NEW $13.34 -13.9%
306 AMGN AMGEN INC Healthcare 75.0 $27K 0.01% NEW $362.12 +21.6%
307 OTIS OTIS WORLDWIDE Industrials 378.0 $27K 0.01% NEW $71.57 +1.1%
308 GEHC GE HEALTHCARE Healthcare 416.0 $27K 0.01% NEW $64.04 +14.5%
309 EPS WISDOMTREE U S 342.0 $27K 0.01% NEW $77.79 +3.6%
310 CGGE CAPITAL GROUP 752.0 $26K 0.01% NEW $35.24 +0.5%
311 NEE NEXTERA ENERGY Utilities 300.0 $26K 0.01% NEW $87.77 -4.0%
312 NOC NORTHROP GRUMMAN Industrials 52.0 $26K 0.01% NEW $506.10 +8.7%
313 RGA REINSURANCE GROUP Financial Services 123.0 $26K 0.01% NEW $212.65 +15.9%
314 BSX BOSTON SCIENTIFIC Healthcare 604.0 $26K 0.01% NEW $42.68 +12.9%
315 PANW PALO ALTO Technology 75.0 $26K 0.01% NEW $341.03 -0.5%
316 VMO INVESCO MUNICIPAL Financial Services 2,567.0 $25K 0.01% NEW $9.87 -1.3%
317 IDNA ISHARES GENOMICS 750.0 $25K 0.01% NEW $33.75 +20.4%
318 CHWY CHEWY INC Consumer Cyclical 1,283.0 $25K 0.01% NEW $19.65 +16.9%
319 HEFA ISHARES CURRENCY 515.0 $24K 0.01% NEW $46.92 +1.0%
320 ARKW ARK NEXT 166.0 $24K 0.01% NEW $144.86 +7.0%
Page 16 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%