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Portfolio (Quarterly) Guide ↗

Visionary Horizons, LLC

· CIK 0002003615
13F Portfolio $193M AUM 113 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALL ALLSTATE CORP Financial Services 4,342.0 $904K 0.47% NEW $208.20 +0.5%
42 AN AUTONATION INC Consumer Cyclical 4,266.0 $881K 0.46% NEW $206.48 -6.0%
43 SCHV SCHWAB STRATEGIC TR 26,173.0 $775K 0.40% NEW $29.61 +13.3%
44 CI THE CIGNA GROUP Healthcare 2,796.0 $770K 0.40% NEW $275.25 +3.4%
45 PVH PVH CORPORATION Consumer Cyclical 11,307.0 $758K 0.39% NEW $67.02 +45.2%
46 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.39% NEW $754800.00
47 SCHF SCHWAB STRATEGIC TR 31,089.0 $747K 0.39% NEW $24.04 +15.0%
48 ADBE ADOBE INC Technology 2,131.0 $746K 0.39% NEW $349.99 -31.8%
49 AVDE AMERICAN CENTY ETF TR 8,990.0 $740K 0.38% NEW $82.32 +11.2%
50 EWQ ISHARES INC 16,370.0 $736K 0.38% NEW $44.99 +2.2%
51 DUK DUKE ENERGY CORP NEW Utilities 6,168.0 $723K 0.37% NEW $117.22 +6.8%
52 AAPL APPLE INC Technology 2,616.0 $711K 0.37% NEW $271.86 +14.0%
53 APTIV PLC 9,333.0 $710K 0.37% NEW $76.09
54 TMUS T-MOBILE US INC Communication Services 3,463.0 $703K 0.36% NEW $203.09 -5.8%
55 SO SOUTHERN CO Utilities 7,786.0 $679K 0.35% NEW $87.21 +7.4%
56 STIP ISHARES TR 6,616.0 $677K 0.35% NEW $102.39 +1.1%
57 TSLA TESLA INC Consumer Cyclical 1,432.0 $644K 0.33% NEW $449.75 -2.3%
58 NVS NOVARTIS AG Healthcare 4,670.0 $644K 0.33% NEW $137.87 +9.7%
59 NEAR ISHARES U S ETF TR 12,503.0 $639K 0.33% NEW $51.10 -0.7%
60 MANH MANHATTAN ASSOCIATES INC Technology 3,661.0 $634K 0.33% NEW $173.31 -20.1%
Page 3 of 6  ·  113 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 30.2%
Technology 20.5%
Healthcare 16.2%
Consumer Cyclical 11.5%
Communication Services 6.5%
Utilities 4.7%
Industrials 3.0%
Real Estate 2.8%
Energy 2.1%
Consumer Defensive 1.9%