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Portfolio (Quarterly) Guide ↗

VISION FINANCIAL MARKETS LLC

· CIK 0001378145
13F Portfolio $115M AUM 413 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 413 New
Page 10 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACN ACCENTURE PLC IRELAND Technology 200.0 $25K 0.02% NEW $124.44 +47.2%
182 SCHO SCHWAB STRATEGIC TR 1,000.0 $24K 0.02% NEW $24.14 -0.1%
183 XLF SELECT SECTOR SPDR TR 441.0 $24K 0.02% NEW $54.68 +5.1%
184 ABT ABBOTT LABORATORIES Healthcare 258.0 $24K 0.02% NEW $92.13 +24.2%
185 CAVA CAVA GROUP INC Consumer Cyclical 300.0 $24K 0.02% NEW $78.48 -8.8%
186 SCHW SCHWAB CHARLES CORP Financial Services 244.0 $23K 0.02% NEW $95.65 +15.9%
187 VDE VANGUARD WORLD FD 156.0 $23K 0.02% NEW $149.33 +19.9%
188 OHI OMEGA HEALTHCARE INVS INC Real Estate 481.0 $23K 0.02% NEW $48.16 -2.6%
189 GSBD GOLDMAN SACHS BDC INC Financial Services 2,250.0 $22K 0.02% NEW $9.69 +2.0%
190 BOC BOSTON OMAHA CORP Communication Services 500.0 $21K 0.02% NEW $42.68 -67.8%
191 APLD APPLIED DIGITAL CORP Technology 595.0 $21K 0.02% NEW $35.52 -20.5%
192 NKE NIKE INC Consumer Cyclical 500.0 $21K 0.02% NEW $41.05 +0.0%
193 CAT CATERPILLAR INC Industrials 21.0 $20K 0.02% NEW $961.48 -15.1%
194 PYPL PAYPAL HLDGS INC Financial Services 458.0 $20K 0.02% NEW $43.96 +39.3%
195 OXY OCCIDENTAL PETE CORP Energy 419.0 $20K 0.02% NEW $47.91 +25.4%
196 SPHD INVESCO EXCH TRADED FD TR II 384.0 $20K 0.02% NEW $51.25 +4.3%
197 BCS BARCLAYS PLC Financial Services 715.0 $19K 0.02% NEW $27.27 -1.5%
198 FEDEX FGHT HLDG CO INC 125.0 $19K 0.02% NEW $155.78
199 DOW DOW HLDGS INC Basic Materials 700.0 $19K 0.02% NEW $27.36 +16.0%
200 UBER UBER TECHNOLOGIES INC Technology 260.0 $19K 0.02% NEW $72.66 +7.4%
Page 10 of 21  ·  413 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 36.2%
Consumer Cyclical 23.8%
Technology 15.2%
Communication Services 4.9%
Consumer Defensive 4.7%
Industrials 3.7%
Energy 3.5%
Healthcare 3.4%
Real Estate 2.7%
Utilities 1.8%