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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 11 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ULTA ULTA BEAUTY INC COM Consumer Cyclical 56.0 $25K 0.03% NEW $450.98 +14.6%
202 SPACE EXPL TECHNOLOGIES CORP CL A 147.0 $25K 0.02% NEW $170.86
203 IWR ISHARES TR RUSSELL MID-CAP ETF 225.0 $25K 0.02% NEW $110.32 +2.4%
204 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 603.0 $25K 0.02% NEW $41.03 -3.9%
205 EFA ISHARES TR MSCI EAFE ETF 238.0 $25K 0.02% NEW $103.88 +3.3%
206 XLV SELECT SECTOR SPDR TR STATE STREET HEALTH CARE SELECT SPDR ETF 150.0 $24K 0.02% NEW $158.66 +7.0%
207 SCHV SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF 682.0 $24K 0.02% NEW $34.80 +0.8%
208 KEYCORP NEW DEP SHS REPSTG 1/40TH PERP PFD SER F 1,123.0 $23K 0.02% NEW $20.87
209 VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 320.0 $23K 0.02% NEW $71.25 +1.6%
210 ETH GRAYSCALE ETHEREUM STAKING MINI ETF SHS NEW Financial Services 1,497.0 $22K 0.02% NEW $15.03 +21.5%
211 PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT Energy 1,000.0 $22K 0.02% NEW $22.26 +8.7%
212 VBK VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF 60.0 $22K 0.02% NEW $365.70 -2.0%
213 BA BOEING CO COM Industrials 100.0 $22K 0.02% NEW $216.47 +3.0%
214 FIDU FIDELITY COVINGTON TR MSCI INDL INDEX ETF 217.0 $22K 0.02% NEW $99.61 -2.1%
215 HIVE HIVE DIGITAL TECHNOLOGIES LTD COM ISIN#CA4339211035 Financial Services 5,904.0 $21K 0.02% NEW $3.64 -23.6%
216 TDIV FIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVID INDEX FD 178.0 $20K 0.02% NEW $114.88 -0.4%
217 VYMI VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD 207.0 $20K 0.02% NEW $98.20 +5.9%
218 MORGAN STANLEY DEP SHS REPSTG 1/1000 PFD SER A 1,081.0 $20K 0.02% NEW $18.80
219 PCG PG&E CORP COM Utilities 1,203.0 $20K 0.02% NEW $16.82 +5.9%
220 IVV ISHARES TR CORE S&P 500 ETF 27.0 $20K 0.02% NEW $748.89 +2.9%
Page 11 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%