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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LVHI LEGG MASON ETF INVT 5,313.0 $215K 0.11% NEW $40.54 +2.0%
122 IEF ISHARES TR 2,187.0 $209K 0.10% NEW $95.44 -1.1%
123 XLE SELECT SECTOR SPDR TR 3,405.0 $209K 0.10% NEW $61.26 -7.4%
124 DIS DISNEY WALT CO Communication Services 2,101.0 $202K 0.10% -27.0 -1.3% $96.38 +9.0%
125 FRA BLACKROCK FLOATING RATE INCO Financial Services 18,315.0 $202K 0.10% -2K -11.9% $11.02 +1.0%
126 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 13,980.0 $201K 0.10% $14.35 -1.4%
127 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 36,000.0 $152K 0.07% $4.23 +103.9%
128 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,785.0 $102K 0.05% $7.94 +13.9%
Page 7 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%