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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 4 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 434.0 $252K 0.22% NEW $580.51 -6.3%
62 ENTERGY CORP 2,200.0 $248K 0.21% NEW $112.86
63 O REALTY INCOME CORP Real Estate 4,006.0 $248K 0.21% NEW $61.93 +0.4%
64 UPS UNITED PARCEL SVCS INC Industrials 2,283.0 $248K 0.21% NEW $108.54 -6.1%
65 C CITIGROUP INC Financial Services 1,750.0 $245K 0.21% NEW $140.13 -1.8%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,882.0 $235K 0.20% NEW $124.77 +37.5%
67 MA MASTERCARD INCORPORATED Financial Services 452.0 $232K 0.20% NEW $512.49 +12.1%
68 OKE ONEOK INC NEW Energy 2,607.0 $226K 0.20% NEW $86.63 +12.0%
69 GLD SPDR GOLD TR Financial Services 600.0 $222K 0.19% NEW $370.58 +7.5%
70 PRU PRUDENTIAL FINL INC Financial Services 2,041.0 $220K 0.19% NEW $107.95 +15.4%
71 VCIT VANGUARD SCOTTSDALE FDS 2,501.0 $207K 0.18% NEW $82.62 -1.9%
72 CMCSA COMCAST CORP NEW Communication Services 8,400.0 $206K 0.18% NEW $24.55 +6.7%
73 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 5,700.0 $204K 0.18% NEW $35.79 +1.1%
74 KHC KRAFT HEINZ CO Consumer Defensive 8,300.0 $199K 0.17% NEW $23.94 +3.7%
75 SU SUNCOR ENERGY INC NEW Energy 3,401.0 $183K 0.16% NEW $53.68 +26.1%
76 MDT MEDTRONIC PLC Healthcare 2,324.0 $182K 0.16% NEW $78.23 +17.7%
77 DEO DIAGEO PLC Consumer Defensive 2,271.0 $179K 0.16% NEW $79.01 +15.2%
78 DUK DUKE ENERGY CORP NEW Utilities 1,395.0 $176K 0.15% NEW $126.08 -1.7%
79 AVGO BROADCOM INC Technology 462.0 $173K 0.15% NEW $373.50 +1.7%
80 RTX RTX CORPORATION Industrials 900.0 $172K 0.15% NEW $191.63 +17.7%
Page 4 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%