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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 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,154.0 $11K 0.01% NEW $9.72 +1.3%
242 LITHIUM AMERS CORP NEW 2,906.0 $11K 0.01% NEW $3.83
243 HTGC HERCULES CAPITAL INC Financial Services 695.0 $11K 0.01% NEW $15.92 +4.6%
244 AEP AMERICAN ELEC PWR CO INC Utilities 81.0 $11K 0.01% NEW $134.31 -5.9%
245 DB DEUTSCHE BK AG Financial Services 315.0 $11K 0.01% NEW $33.86 +12.5%
246 HQY HEALTHEQUITY INC Healthcare 115.0 $11K 0.01% NEW $92.30 +11.4%
247 PEJ INVESCO EXCHANGE TRADED FD T 158.0 $11K 0.01% NEW $66.53 +1.9%
248 XPO XPO INC Industrials 50.0 $10K 0.01% NEW $207.06 -2.1%
249 SFIX STITCH FIX INC Consumer Cyclical 2,510.0 $10K 0.01% NEW $4.01 -18.5%
250 USAR USA RARE EARTH INC Basic Materials 500.0 $10K 0.01% NEW $19.98 -7.4%
251 FSLR FIRST SOLAR INC Energy 42.0 $10K 0.01% NEW $232.10 -5.2%
252 IREN IREN LIMITED Financial Services 225.0 $10K 0.01% NEW $43.32 -3.0%
253 JETS ETF SER SOLUTIONS 290.0 $10K 0.01% NEW $33.23 -8.8%
254 AMZY TIDAL TRUST II 900.0 $10K 0.01% NEW $10.68 +1.3%
255 CARR CARRIER GLOBAL CORPORATION Industrials 134.0 $10K 0.01% NEW $71.57 -14.2%
256 XLI SELECT SECTOR SPDR TR 51.0 $9K 0.01% NEW $183.16 +0.2%
257 EBAY EBAY INC. Consumer Cyclical 82.0 $9K 0.01% NEW $111.76 -8.5%
258 BLOCK INC 114.0 $9K 0.01% NEW $77.13
259 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 245.0 $8K 0.01% NEW $34.55 -3.4%
260 XPLR INFRASTRUCTURE LP 700.0 $8K 0.01% NEW $12.03
Page 13 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%