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Portfolio (Quarterly) Guide ↗

VIMA LLC

· CIK 0002012155
13F Portfolio $103M AUM 377 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 372 New
Page 14 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF 228.0 $12K 0.01% NEW $50.58 -1.8%
262 DG DOLLAR GEN CORP NEW COM Consumer Defensive 100.0 $12K 0.01% NEW $115.11 +6.0%
263 TBUX T ROWE PRICE EXCHANGE-TRADED FDS INC ULTRA SHORT TERM BD ETF 230.0 $11K 0.01% NEW $49.77 +0.3%
264 RTX RTX CORP COM Industrials 60.0 $11K 0.01% NEW $189.73 +16.3%
265 DRAM ROUNDHILL ETF TR MEMORY ETF 150.0 $11K 0.01% NEW $73.85 -25.6%
266 MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF 32.0 $11K 0.01% NEW $342.84 -10.9%
267 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 190.0 $11K 0.01% NEW $57.62 +17.4%
268 IEP ICAHN ENTERPRISES L P DEPOSITARY UNIT Industrials 1,502.0 $11K 0.01% NEW $7.21 -7.8%
269 VRIG INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FD TR VAR RATE INVT ETF 420.0 $11K 0.01% NEW $25.07 +0.2%
270 SIVERS SEMICONDUCTORS AB REGISTERED SHS ISIN#SE0003917798 1,590.0 $10K 0.01% NEW $6.53
271 BUFZ FIRST TR EXCHANGE TRADED FD VIII FT VEST LADDERED MODERATE BUFFER ETF 366.0 $10K 0.01% NEW $27.93 +1.8%
272 SCZ ISHARES TR MSCI EAFE SMALL CAP ETF 124.0 $10K 0.01% NEW $82.27 +4.5%
273 VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 33.0 $10K 0.01% NEW $306.30 -0.2%
274 ACHR ARCHER AVIATION INC CL A Industrials 2,095.0 $10K 0.01% NEW $4.73 +36.2%
275 FPE FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF 550.0 $10K 0.01% NEW $17.88 -0.6%
276 WAB WABTEC COM Industrials 36.0 $10K 0.01% NEW $272.17 +7.1%
277 ET ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP Energy 512.0 $10K 0.01% NEW $19.12 +11.1%
278 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 400.0 $10K 0.01% NEW $24.46 +12.4%
279 VOE VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF 49.0 $10K 0.01% NEW $197.59 +5.7%
280 SYK STRYKER CORP COMMON Healthcare 30.0 $9K 0.01% NEW $314.83 +7.9%
Page 14 of 19  ·  372 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 47.0%
Technology 24.9%
Consumer Cyclical 8.9%
Utilities 3.6%
Healthcare 3.4%
Communication Services 3.1%
Consumer Defensive 2.9%
Basic Materials 2.6%
Industrials 2.2%
Energy 1.3%