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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 17 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HL HECLA MINING COMPANY Basic Materials 166.0 $3K 0.00% NEW $15.54 +16.1%
322 GFI GOLD FIELDS LTD Basic Materials 75.0 $3K 0.00% NEW $33.73 +22.0%
323 PCRX PACIRA BIOSCIENCES INC Healthcare 100.0 $3K 0.00% NEW $25.03 -4.7%
324 NVDY TIDAL TRUST II 200.0 $2K 0.00% NEW $12.44 +3.4%
325 AVNW AVIAT NETWORKS INC Technology 110.0 $2K 0.00% NEW $22.46 -4.7%
326 BA BOEING CO Industrials 11.0 $2K 0.00% NEW $218.64 +2.5%
327 APPN APPIAN CORP Technology 100.0 $2K 0.00% NEW $23.76 +53.6%
328 WD WALKER & DUNLOP INC Financial Services 43.0 $2K 0.00% NEW $54.49 -26.2%
329 CIFR CIPHER DIGITAL INC Financial Services 100.0 $2K 0.00% NEW $22.84 -29.3%
330 RIET ETF SER SOLUTIONS 233.0 $2K 0.00% NEW $9.75 -3.4%
331 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 445.0 $2K 0.00% NEW $4.80 +11.9%
332 HUT 8 CORP 20.0 $2K 0.00% NEW $105.80
333 SMR NUSCALE PWR CORP Utilities 206.0 $2K 0.00% NEW $10.15 -15.1%
334 PAAS PAN AMERN SILVER CORP Basic Materials 47.0 $2K 0.00% NEW $44.34 +5.3%
335 KINS KINGSTONE COS INC Financial Services 102.0 $2K 0.00% NEW $19.56 +0.6%
336 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 35.0 $2K 0.00% NEW $52.26 +7.8%
337 BHM BLUEROCK HOMES TRUST INC Real Estate 201.0 $2K 0.00% NEW $9.04 -2.7%
338 CPNG COUPANG INC Consumer Cyclical 100.0 $2K 0.00% NEW $18.13 -13.7%
339 AEM AGNICO EAGLE MINES LTD Basic Materials 11.0 $2K 0.00% NEW $154.91 +21.3%
340 PINS PINTEREST INC Communication Services 75.0 $2K 0.00% NEW $21.89 +6.6%
Page 17 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%