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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 16 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BTCI NEOS ETF TRUST 149.0 $4K 0.00% NEW $27.17 +5.9%
302 SIL GLOBAL X FDS 51.0 $4K 0.00% NEW $76.63 +14.6%
303 GALAXY DIGITAL INC. 150.0 $4K 0.00% NEW $25.86
304 TOST TOAST INC Technology 135.0 $4K 0.00% NEW $28.71 +23.5%
305 KNSL KINSALE CAP GROUP INC Financial Services 11.0 $3K 0.00% NEW $314.91 +19.5%
306 MOBILITY GLOBAL INC 156.0 $3K 0.00% NEW $22.05
307 F FORD MTR CO Consumer Cyclical 250.0 $3K 0.00% NEW $13.64 +2.7%
308 AEE AMEREN CORP Utilities 29.0 $3K 0.00% NEW $113.07 -3.1%
309 GWRE GUIDEWIRE SOFTWARE INC Technology 25.0 $3K 0.00% NEW $127.68 +41.6%
310 CELH CELSIUS HLDGS INC Consumer Defensive 100.0 $3K 0.00% NEW $31.87 -6.0%
311 SHLD GLOBAL X FDS 51.0 $3K 0.00% NEW $60.65 +15.3%
312 FENY FIDELITY COVINGTON TRUST 105.0 $3K 0.00% NEW $29.26 +20.3%
313 MITK MITEK SYS INC Technology 150.0 $3K 0.00% NEW $20.14 -8.7%
314 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 63.0 $3K 0.00% NEW $46.79 -7.1%
315 BITO PROSHARES TR 337.0 $3K 0.00% NEW $8.13 +7.5%
316 FINV FINVOLUTION GROUP Financial Services 550.0 $3K 0.00% NEW $4.94 -11.1%
317 GNL GLOBAL NET LEASE INC Real Estate 301.0 $3K 0.00% NEW $8.91 -0.2%
318 CDE COEUR MNG INC Basic Materials 161.0 $3K 0.00% NEW $16.54 +12.6%
319 FLNG FLEX LNG LTD Energy 93.0 $3K 0.00% NEW $28.49 +9.0%
320 NOK NOKIA CORP Technology 200.0 $3K 0.00% NEW $12.91 -19.5%
Page 16 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%