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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 12 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IGF ISHARES GLOBAL 787.0 $52K 0.01% NEW $66.60 -1.8%
222 YUM YUM BRANDS INC Consumer Cyclical 321.0 $51K 0.01% NEW $159.95 -4.8%
223 IYF ISHARES U S 400.0 $51K 0.01% NEW $127.51 +7.4%
224 XLU STATE STREET 1,084.0 $49K 0.01% NEW $45.34 -4.9%
225 CARR CARRIER GLOBAL Industrials 665.0 $49K 0.01% NEW $73.38 -20.2%
226 MMM 3M COMPANY Industrials 300.0 $49K 0.01% NEW $161.91 +10.2%
227 BA BOEING COMPANY Industrials 224.0 $49K 0.01% NEW $216.74 -3.0%
228 CSX CSX CORP Industrials 1,013.0 $48K 0.01% NEW $47.55 +8.1%
229 TER TERADYNE INC Technology 99.0 $48K 0.01% NEW $484.01 -24.5%
230 OKLO OKLO INC Utilities 913.0 $48K 0.01% NEW $52.33 -16.8%
231 QSR RESTAURANT BRANDS Consumer Cyclical 655.0 $47K 0.01% NEW $72.51 +8.2%
232 ALL ALLSTATE CORP Financial Services 197.0 $47K 0.01% NEW $237.65 +8.1%
233 LITE LUMENTUM HOLDINGS Technology 54.0 $46K 0.01% NEW $858.07 +7.7%
234 UNH UNITEDHEALTH GROUP Healthcare 111.0 $46K 0.01% NEW $415.07 -4.5%
235 EEMV ISHARES MSCI 610.0 $46K 0.01% NEW $75.28 +0.5%
236 GM GENERAL MOTORS Consumer Cyclical 594.0 $46K 0.01% NEW $77.08 +12.6%
237 O REALTY INCOME Real Estate 726.0 $45K 0.01% NEW $61.95 +0.0%
238 EPD ENTERPRISE PRODUCTS 1,195.0 $44K 0.01% NEW $36.75
239 UHT UNIVERSAL HEALTH RLTY Real Estate 1,000.0 $44K 0.01% NEW $43.86 -4.6%
240 IUSV ISHARES CORE 397.0 $44K 0.01% NEW $110.28 +4.1%
Page 12 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%