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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 21 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TLRY TILRAY BRANDS INC Healthcare 16.0 $71.0 NEW $4.44 +2.2%
402 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 25.0 $70.0 NEW $2.80 +12.7%
403 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1.0 $54.0 NEW $54.00 +190.4%
404 URNM SPROTT FDS TR 2.0 $54.0 NEW $27.00 +99.0%
405 RMR RMR GROUP INC Real Estate 2.0 $42.0 NEW $21.00 -4.1%
406 MATINAS BIOPHARMA HLDGS INC 40.0 $26.0 NEW $0.65
407 INTZ INTRUSION INC Technology 13.0 $11.0 NEW $0.85 -20.9%
408 AURORA CANNABIS INC 2.0 $6.0 NEW $3.00
409 AYTU BIOPHARMA INC 2.0 $5.0 NEW $2.50
410 AM ANTERO MIDSTREAM CORP Energy 1.0 $4.0 NEW $4.00 +465.0%
411 OPENDOOR TECHNOLOGIES INC 3.0 $2.0 NEW $0.67
412 OPENDOOR TECHNOLOGIES INC 3.0 $1.0 NEW $0.33
413 OPENDOOR TECHNOLOGIES INC 3.0 $1.0 NEW $0.33
Page 21 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%