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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 18 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BBAI BIGBEAR AI Technology 5,626.0 $21K 0.01% NEW $3.67 -13.9%
342 BP BP PLC Energy 556.0 $21K 0.01% NEW $36.95 +13.7%
343 COP CONOCOPHILLIPS Energy 194.0 $20K 0.01% NEW $103.96 +23.9%
344 SPACE EXPLORATION 118.0 $20K 0.01% NEW $170.86
345 MIST MILESTONE PHARMACEUTICAL Healthcare 15,000.0 $20K 0.01% NEW $1.34 -9.8%
346 LPX LA PAC CORP Basic Materials 254.0 $20K 0.01% NEW $78.65 -9.2%
347 IFRA ISHARES TRUST 315.0 $20K 0.01% NEW $63.04 -5.2%
348 BBHY JPMORGAN BETABUILDERS 425.0 $20K 0.01% NEW $46.09 -0.3%
349 MTZ MASTEC INC Industrials 47.0 $20K 0.01% NEW $416.06 -40.4%
350 ITOT ISHARES CORE 119.0 $20K 0.01% NEW $164.27 +2.7%
351 IBB ISHARES BIOTECHNOLOGY 100.0 $19K 0.01% NEW $190.19 +12.9%
352 AXTA AXALTA COATING Basic Materials 544.0 $19K 0.01% NEW $34.22 +7.3%
353 ENB ENBRIDGE INC Energy 340.0 $18K 0.00% NEW $54.29 -8.1%
354 CW CURTISS WRIGHT CORP DE Industrials 24.0 $18K 0.00% NEW $763.92 -20.2%
355 CORPAY INC 55.0 $18K 0.00% NEW $333.27
356 SPH SUBURBAN PROPANE Utilities 1,052.0 $18K 0.00% NEW $17.10 +2.3%
357 VOYA VOYA FINANCIAL Financial Services 197.0 $18K 0.00% NEW $90.53 +12.1%
358 MFC MANULIFE FINANCIAL Financial Services 438.0 $18K 0.00% NEW $40.52 +6.9%
359 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 302.0 $17K 0.00% NEW $57.84 +8.3%
360 SHEL SHELL PLC Energy 224.0 $17K 0.00% NEW $77.54 +16.4%
Page 18 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%