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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 17 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IYW ISHARES TR U S TECHNOLOGY ETF 16.0 $4K 0.00% NEW $252.25 -1.1%
322 ASTS AST SPACEMOBILE INC CL A Technology 45.0 $4K 0.00% NEW $88.87 -24.5%
323 COHR COHERENT CORP COM Technology 10.0 $4K 0.00% NEW $394.50 -22.3%
324 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 143.0 $4K 0.00% NEW $26.66 +6.8%
325 CRCL CIRCLE INTERNET GROUP INC CL A COM STK Financial Services 60.0 $4K 0.00% NEW $62.63 +14.5%
326 DIGI PWR X INC ISIN#CA25380B1022 666.0 $4K 0.00% NEW $5.45
327 RIVN RIVIAN AUTOMOTIVE INC CL A Consumer Cyclical 200.0 $3K 0.00% NEW $17.35 -14.8%
328 NORTHERN DATA AG INHABER-AKT ISIN#DE000A0SMU87 413.0 $3K 0.00% NEW $8.28
329 IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 Financial Services 123.0 $3K 0.00% NEW $26.39 +22.7%
330 RCL ROYAL CARIBBEAN GROUP ISIN#LR0008862868 Consumer Cyclical 10.0 $3K 0.00% NEW $317.50 -5.5%
331 BIV VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF 40.0 $3K 0.00% NEW $76.70 -1.6%
332 QLD PROSHARES TR PROSHARES ULTRA QQQ 28.0 $3K 0.00% NEW $96.75 -6.3%
333 SPGP INVESCO EXCHANGE-TRADED FD TR S&P 500 GARP ETF 22.0 $3K 0.00% NEW $122.27 +4.0%
334 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 600.0 $2K 0.00% NEW $4.16 +3.8%
335 XME SPDR SER TR STATE STREET SPDR S&P METALS & MNG ETF 23.0 $2K 0.00% NEW $106.91 +6.3%
336 TIDAL TR II DEFIANCE DAILY TARGET 2X LONG IREN ETF NEW 128.0 $2K 0.00% NEW $16.71
337 PINS PINTEREST INC CL A Communication Services 100.0 $2K 0.00% NEW $21.03 +9.7%
338 J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 39.0 $2K 0.00% NEW $50.56
339 PJT PJT PARTNERS INC COM CL A Financial Services 13.0 $2K 0.00% NEW $150.92 +12.5%
340 RGTI RIGETTI COMPUTING INC COM Technology 100.0 $2K 0.00% NEW $19.32 -8.3%
Page 17 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%