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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 19 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 25.0 $663.0 0.00% NEW $26.52 +8.0%
362 SDGR SCHRODINGER INC Healthcare 40.0 $656.0 0.00% NEW $16.40 +5.7%
363 SLVO UBS AG Financial Services 10.0 $653.0 0.00% NEW $65.30 +5.3%
364 GBIL GOLDMAN SACHS ETF TR 7.0 $633.0 0.00% NEW $90.43 +10.7%
365 CARS CARS COM INC Consumer Cyclical 50.0 $564.0 NEW $11.28 +6.2%
366 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 20.0 $556.0 NEW $27.80 -23.9%
367 EOSE EOS ENERGY ENTERPRISES INC Industrials 100.0 $555.0 NEW $5.55 -32.7%
368 EMB ISHARES TR 6.0 $517.0 NEW $86.17 +9.9%
369 ACHR ARCHER AVIATION INC Industrials 100.0 $492.0 NEW $4.92 +29.2%
370 DNN DENISON MINES CORP Energy 157.0 $484.0 NEW $3.08 +1.0%
371 PERI PERION NETWORK LTD Communication Services 50.0 $479.0 NEW $9.58 +0.8%
372 OKTA OKTA INC Technology 3.0 $422.0 NEW $140.67 +2.7%
373 VFF VILLAGE FARMS INTL INC Consumer Defensive 200.0 $398.0 NEW $1.99 +28.4%
374 NXE NEXGEN ENERGY LTD Energy 40.0 $378.0 NEW $9.45 +7.8%
375 GORO GOLD RESOURCE CORP Basic Materials 300.0 $369.0 NEW $1.23 +121.5%
376 IZEA WORLDWIDE INC 100.0 $355.0 NEW $3.55
377 ZDGE ZEDGE INC Communication Services 103.0 $336.0 NEW $3.26 -9.0%
378 LASE LASER PHOTONICS CORP Industrials 200.0 $330.0 NEW $1.65 -16.7%
379 VIST VISTA ENERGY S.A.B. DE C.V. Energy 5.0 $314.0 NEW $62.80 +11.5%
380 VB VANGUARD INDEX FDS 2.0 $308.0 NEW $154.00 +98.2%
Page 19 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%