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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 17 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IYH ISHARES U S 355.0 $24K 0.01% NEW $67.01 +9.0%
322 SNY SANOFI Healthcare 557.0 $24K 0.01% NEW $42.66 +5.4%
323 CRWD CROWDSTRIKE HOLDINGS Technology 31.0 $24K 0.01% NEW $190.78 +18.2%
324 FENI FIDELITY ENHANCED 585.0 $23K 0.01% NEW $40.13 +3.4%
325 SONY SONY GROUP Technology 1,160.0 $23K 0.01% NEW $20.06 +19.4%
326 CQP CHENIERE ENERGY Energy 380.0 $23K 0.01% NEW $60.98 +11.9%
327 BEP BROOKFIELD RENEWABLE Utilities 666.0 $23K 0.01% NEW $34.72 -6.6%
328 FUTY FIDELITY MSCI 394.0 $23K 0.01% NEW $58.42 -4.6%
329 CGMM CAPITAL GROUP 692.0 $23K 0.01% NEW $32.97 +0.7%
330 FTV FORTIVE CORP Technology 373.0 $23K 0.01% NEW $61.09 -1.4%
331 SCCR SCHWAB CORE 890.0 $23K 0.01% NEW $25.59 -1.4%
332 HLN HALEON PLC Healthcare 2,426.0 $23K 0.01% NEW $9.33 +7.9%
333 MET METLIFE INC Financial Services 265.0 $22K 0.01% NEW $84.46 +14.0%
334 CI CIGNA GROUP Healthcare 80.0 $22K 0.01% NEW $275.68 +1.3%
335 BBUS JPMORGAN BETABUILDERS 161.0 $22K 0.01% NEW $134.72 +3.3%
336 C CITIGROUP INC Financial Services 153.0 $21K 0.01% NEW $139.96 -5.0%
337 TXRH TEXAS ROADHOUSE Consumer Cyclical 111.0 $21K 0.01% NEW $192.71 +4.2%
338 COIN COINBASE GLOBAL Financial Services 144.0 $21K 0.01% NEW $146.19 +31.7%
339 PATHWARD FINANCIAL 241.0 $21K 0.01% NEW $87.06
340 PZA INVESCO NATIONAL 878.0 $21K 0.01% NEW $23.52 -3.4%
Page 17 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%