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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 31 of 32  ·  621 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FG F&G ANNUITIES Financial Services 18.0 $479.0 NEW $26.61 -11.9%
602 PINS PINTEREST INC Communication Services 20.0 $420.0 NEW $21.00 +11.0%
603 DIGIMARC CORP 50.0 $411.0 NEW $8.22
604 CC CHEMOURS COMPANY Basic Materials 20.0 $410.0 NEW $20.50 -23.0%
605 GLOBUS MEDICAL 5.0 $395.0 NEW $79.00
606 U UNITY SOFTWARE Technology 13.0 $372.0 NEW $28.62 +55.1%
607 AI C3 AI Technology 30.0 $273.0 NEW $9.10 +6.6%
608 TTWO TAKE-TWO INTERACTIVE Communication Services 1.0 $250.0 NEW $250.00 -6.6%
609 SEV APTERA MOTORS Consumer Cyclical 100.0 $245.0 NEW $2.45 -6.5%
610 HYLB XTRACKERS USD 6.0 $219.0 NEW $36.50 -0.2%
611 RMR RMR GROUP Real Estate 10.0 $200.0 NEW $20.00 -2.5%
612 RING ISHARES MSCI 3.0 $194.0 NEW $64.67 +39.7%
613 QCOM QUALCOMM INC Technology 1.0 $185.0 NEW $185.00 -11.5%
614 LUMN LUMEN TECHNOLOGIES Communication Services 21.0 $161.0 NEW $7.67 -20.6%
615 OGI ORGANIGRAM GLOBAL Healthcare 125.0 $128.0 NEW $1.02 +23.0%
616 PHUN PHUNWARE INC Technology 30.0 $62.0 NEW $2.07 +2.1%
617 ONL ORION PROPERTIES Real Estate 15.0 $43.0 NEW $2.87 -2.0%
618 FCEL FUELCELL ENERGY Industrials 1.0 $36.0 NEW $36.00 -47.0%
619 WW INTL 2.0 $25.0 NEW $12.50
620 HIGHLAND OPPORTUNITIES 3.0 $19.0 NEW $6.33
Page 31 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%