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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 10 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IJH ISHARES TR CORE S&P MID-CAP ETF 437.0 $34K 0.03% NEW $77.11 +0.2%
182 STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 Technology 34.0 $33K 0.03% NEW $965.00 -6.4%
183 ABNB AIRBNB INC CL A COM Consumer Cyclical 228.0 $33K 0.03% NEW $143.10 +28.1%
184 GWX SPDR INDEX SHS FDS STATE STR SPDR S&P INTL SMALL CAP ETF 745.0 $33K 0.03% NEW $43.76 +4.7%
185 MQY BLACKROCK MUNIYIELD QUALITY FD INC COM Financial Services 2,781.0 $32K 0.03% NEW $11.60 -3.9%
186 DIS DISNEY WALT CO DISNEY COM Communication Services 329.0 $32K 0.03% NEW $96.25 +8.0%
187 MIY BLACKROCK MUNIYIELD MICH QUALITY FD INC COM Financial Services 2,500.0 $31K 0.03% NEW $12.27 +1.9%
188 CWI SPDR INDEX SHS FDS STATE STR SPDR MSCI ACWI EX-US ETF 750.0 $31K 0.03% NEW $40.67 +0.8%
189 UPGD INVESCO EXCHANGE-TRADED FD TR RAYMOND BLOOMBERG ANALYST RATING EQUITY ETF 372.0 $30K 0.03% NEW $81.92 +1.7%
190 LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF 593.0 $30K 0.03% NEW $49.78 -0.2%
191 BLK BLACKROCK INC NEW COM Financial Services 30.0 $29K 0.03% NEW $961.57 +20.0%
192 BANK AMER CORP DEP SHS REPSTG 1/1200TH PFD SER 2 1,559.0 $29K 0.03% NEW $18.50
193 RKT ROCKET COS INC CL A Financial Services 1,824.0 $29K 0.03% NEW $15.75 -11.2%
194 CVX CHEVRON CORP NEW COM Energy 166.0 $27K 0.03% NEW $165.54 +24.3%
195 DAL DELTA AIR LINES INC DEL COM NEW Industrials 292.0 $27K 0.03% NEW $93.51 -8.4%
196 UWMC UWM HLDGS CORP CL A Financial Services 11,851.0 $27K 0.03% NEW $2.29 -37.1%
197 HD HOME DEPOT INC COM Consumer Cyclical 77.0 $27K 0.03% NEW $351.08 -3.9%
198 AGG ISHARES TR CORE U S AGGREGATE BD ETF 268.0 $27K 0.03% NEW $98.98 -1.6%
199 F FORD MTR CO DEL COM PAR $0 01 Consumer Cyclical 1,901.0 $26K 0.03% NEW $13.90 +0.2%
200 XLU SELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF 580.0 $26K 0.03% NEW $45.34 -2.9%
Page 10 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%