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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 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CI THE CIGNA GROUP Healthcare 3,208.0 $856K 0.42% +412.0 +14.7% $266.82 +6.9%
42 AVDE AMERICAN CENTY ETF TR 9,898.0 $840K 0.41% +908.0 +10.1% $84.84 +8.0%
43 MSI MOTOROLA SOLUTIONS INC Technology 1,929.0 $838K 0.41% NEW $434.18 -5.2%
44 AN AUTONATION INC Consumer Cyclical 4,186.0 $817K 0.40% -80.0 -1.9% $195.26 +1.3%
45 LAD LITHIA MTRS INC Consumer Cyclical 3,176.0 $793K 0.39% +51.0 +1.6% $249.76 +18.9%
46 XLF SELECT SECTOR SPDR TR 15,907.0 $785K 0.39% -5K -22.2% $49.37 +5.2%
47 DUK DUKE ENERGY CORP NEW Utilities 5,834.0 $764K 0.38% -334.0 -5.4% $130.95 -4.4%
48 SO SOUTHERN CO Utilities 7,722.0 $745K 0.37% -64.0 -0.8% $96.53 -2.4%
49 PPG PPG INDS INC Basic Materials 6,925.0 $740K 0.36% NEW $106.89 +5.6%
50 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.35% $718140.00
51 NVS NOVARTIS AG Healthcare 4,680.0 $715K 0.35% $152.76 -0.4%
52 EWQ ISHARES INC 16,327.0 $708K 0.35% $43.38 +6.4%
53 DVN DEVON ENERGY CORP NEW Energy 13,994.0 $704K 0.35% $50.32 -12.4%
54 PEXL PACER FDS TR 11,985.0 $703K 0.35% NEW $58.68 +24.1%
55 ES EVERSOURCE ENERGY Utilities 10,052.0 $696K 0.34% NEW $69.28 +0.9%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 13,798.0 $693K 0.34% -2K -10.3% $50.20 -2.8%
57 AAPL APPLE INC Technology 2,716.0 $689K 0.34% +100.0 +3.8% $253.83 +22.6%
58 ALL ALLSTATE CORP Financial Services 3,233.0 $670K 0.33% -1K -25.5% $207.35 +2.9%
59 DFIP DIMENSIONAL ETF TRUST 16,049.0 $670K 0.33% +2K +11.9% $41.72 +0.3%
60 DFAI DIMENSIONAL ETF TRUST 17,120.0 $667K 0.33% +1K +8.5% $38.96 +7.4%
Page 3 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%