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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 5 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER & GAMBLE CO Consumer Defensive 1,166.0 $171K 0.15% NEW $146.94 -2.4%
82 CSX CSX CORP Industrials 3,400.0 $162K 0.14% NEW $47.53 +5.7%
83 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,000.0 $158K 0.14% NEW $31.61 +9.8%
84 KMI KINDER MORGAN INC DEL Energy 4,765.0 $151K 0.13% NEW $31.71 +3.6%
85 ABBV ABBVIE INC Healthcare 600.0 $151K 0.13% NEW $251.06 +3.1%
86 MRK MERCK & CO INC Healthcare 1,186.0 $149K 0.13% NEW $125.86 +7.4%
87 RH RH Consumer Cyclical 900.0 $148K 0.13% NEW $164.60 +3.9%
88 QCOM QUALCOMM INC Technology 800.0 $147K 0.13% NEW $183.71 -12.8%
89 BE BLOOM ENERGY CORP Industrials 500.0 $145K 0.13% NEW $289.50 -27.8%
90 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 9,800.0 $145K 0.13% NEW $14.76 -11.2%
91 TRP TC ENERGY CORP Energy 2,100.0 $138K 0.12% NEW $65.78 -2.7%
92 PFE PFIZER INC Healthcare 5,752.0 $138K 0.12% NEW $23.91 +14.0%
93 AMD ADVANCED MICRO DEVICES INC Technology 248.0 $134K 0.12% NEW $540.88 -10.4%
94 DELL DELL TECHNOLOGIES INC Technology 305.0 $131K 0.11% NEW $429.16 +9.2%
95 GIS GENERAL MILLS INC Consumer Defensive 3,200.0 $117K 0.10% NEW $36.47 +4.4%
96 VTI VANGUARD INDEX FDS 313.0 $115K 0.10% NEW $368.34 +2.9%
97 INTC INTEL CORP Technology 899.0 $114K 0.10% NEW $126.96 -23.8%
98 NEE NEXTERA ENERGY INC Utilities 1,264.0 $111K 0.10% NEW $87.71 -1.7%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,289.0 $110K 0.10% NEW $33.48 +9.3%
100 SLV ISHARES SILVER TR Financial Services 2,037.0 $109K 0.10% NEW $53.58 +7.2%
Page 5 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%