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Portfolio (Quarterly) Guide ↗

Visionary Horizons, LLC

· CIK 0002003615
13F Portfolio $203M AUM 128 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 45 Added 36 Reduced 12 Exited
Page 2 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STIP ISHARES TR 16,552.0 $1.7M 0.84% +10K +150.2% $103.43 +0.0%
22 AMGN AMGEN INC Healthcare 4,715.0 $1.7M 0.82% -183.0 -3.7% $351.91 -3.1%
23 MSFT MICROSOFT CORP Technology 4,420.0 $1.6M 0.81% +380.0 +9.4% $370.18 +12.1%
24 BINC BLACKROCK ETF TRUST II 31,046.0 $1.6M 0.79% +3K +12.5% $51.93 +0.8%
25 MDT MEDTRONIC PLC Healthcare 17,831.0 $1.5M 0.76% +131.0 +0.7% $86.65 -9.8%
26 RAAX VANECK ETF TRUST 33,930.0 $1.4M 0.68% +475.0 +1.4% $40.71 +0.9%
27 KRE SPDR SERIES TRUST 20,277.0 $1.3M 0.65% NEW $65.15 +8.0%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,992.0 $1.3M 0.64% +245.0 +14.0% $650.36 +15.3%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 8,623.0 $1.3M 0.62% +85.0 +1.0% $146.28 -7.6%
30 BERKSHIRE HATHAWAY INC DEL 2,467.0 $1.2M 0.58% +58.0 +2.4% $479.20
31 META META PLATFORMS INC Communication Services 2,045.0 $1.2M 0.58% +639.0 +45.5% $572.15 +7.5%
32 NEAR ISHARES U S ETF TR 22,019.0 $1.1M 0.55% +10K +76.1% $50.84 -0.2%
33 HAS HASBRO INC Consumer Cyclical 11,255.0 $1.1M 0.52% -1K -11.6% $93.60 -4.4%
34 NOC NORTHROP GRUMMAN CORP Industrials 1,492.0 $1.0M 0.50% -153.0 -9.3% $682.53 -19.0%
35 CAH CARDINAL HEALTH INC Healthcare 4,785.0 $1.0M 0.50% -858.0 -15.2% $211.34 -4.8%
36 TMUS T-MOBILE US INC Communication Services 4,581.0 $962K 0.47% +1K +32.3% $210.07 -8.2%
37 FITB FIFTH THIRD BANCORP Financial Services 20,173.0 $937K 0.46% -851.0 -4.0% $46.46 +8.2%
38 EWBC EAST WEST BANCORP INC Financial Services 8,576.0 $916K 0.45% -167.0 -1.9% $106.77 +16.3%
39 SCHF SCHWAB STRATEGIC TR 36,680.0 $908K 0.45% +6K +18.0% $24.75 +11.7%
40 SCHV SCHWAB STRATEGIC TR 28,111.0 $857K 0.42% +2K +7.4% $30.50 +10.1%
Page 2 of 7  ·  128 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 32.3%
Technology 16.0%
Healthcare 15.1%
Consumer Cyclical 8.9%
Communication Services 8.1%
Utilities 5.7%
Industrials 3.3%
Real Estate 2.9%
Energy 2.8%
Consumer Defensive 2.6%