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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 9 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TIDAL TRUST II 2,598.0 $32K 0.03% NEW $12.34
162 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 600.0 $32K 0.03% NEW $52.85 -13.3%
163 BX BLACKSTONE INC Financial Services 264.0 $31K 0.03% NEW $119.16 +18.0%
164 MRVL MARVELL TECHNOLOGY INC Technology 114.0 $31K 0.03% NEW $270.88 -20.3%
165 CLX CLOROX CO DEL Consumer Defensive 320.0 $31K 0.03% NEW $95.44 +10.6%
166 NEWT NEWTEKONE INC Financial Services 1,969.0 $30K 0.03% NEW $15.05 -15.0%
167 DBX DROPBOX INC Technology 1,000.0 $28K 0.03% NEW $28.41 +19.2%
168 JCI JOHNSON CONTROLS INTERNATION Industrials 191.0 $28K 0.02% NEW $146.12 +2.4%
169 MCHP MICROCHIP TECHNOLOGY INC. Technology 313.0 $28K 0.02% NEW $88.63 -11.8%
170 OKLO OKLO INC Utilities 525.0 $28K 0.02% NEW $52.45 -21.1%
171 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 30.0 $27K 0.02% NEW $915.20 -1.3%
172 HELO J P MORGAN EXCHANGE TRADED F 394.0 $27K 0.02% NEW $67.55 +3.0%
173 VGSH VANGUARD SCOTTSDALE FDS 451.0 $26K 0.02% NEW $58.02 +0.2%
174 XAR SPDR SERIES TRUST 92.0 $26K 0.02% NEW $283.92 +2.3%
175 MS MORGAN STANLEY Financial Services 124.0 $26K 0.02% NEW $209.04 +4.1%
176 XLE SELECT SECTOR SPDR TR 487.0 $26K 0.02% NEW $52.80 +20.6%
177 CHAT TIDAL TRUST II 274.0 $26K 0.02% NEW $93.52 -4.8%
178 ADMA ADMA BIOLOGICS INC Healthcare 2,975.0 $26K 0.02% NEW $8.61 +10.8%
179 WELL WELLTOWER INC Real Estate 112.0 $26K 0.02% NEW $228.23 +3.2%
180 BTI BRITISH AMERN TOB PLC Consumer Defensive 404.0 $25K 0.02% NEW $61.76 -8.7%
Page 9 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%