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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 18 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LPX LOUISIANA-PAC CORP COM Basic Materials 23.0 $2K 0.00% NEW $78.65 -9.4%
342 RWO SPDR INDEX SHS FDS STATE STR SPDR DOW JONES GLOBAL REAL ESTATE ETF 33.0 $2K 0.00% NEW $49.70 +0.8%
343 NOK NOKIA CORP SPONSORED ADR Technology 121.0 $2K 0.00% NEW $13.28 -21.8%
344 GRAYSCALE XRP TR ETF SHS 75.0 $2K 0.00% NEW $20.25
345 BMNR BITMINE IMMERSION TECNOLOGIES INC COM NEW Financial Services 100.0 $1K 0.00% NEW $13.31 +37.3%
346 GSOL GRAYSCALE SOLANA STAKING ETF SHS Financial Services 210.0 $1K 0.00% NEW $5.53 +5.6%
347 FVRR FIVERR INTL LTD ORD SHS ISIN#IL0011582033 Communication Services 100.0 $1K 0.00% NEW $10.32 -14.1%
348 MNKD MANNKIND CORP COM NEW Healthcare 200.0 $852.0 0.00% NEW $4.26 -4.5%
349 MCHI ISHARES TR MSCI CHINA ETF 15.0 $765.0 0.00% NEW $51.00 +7.6%
350 STRATEGY INC PERP STRIKE PFD STK SER A 8.00 QTLY CPN PERP MTY 12.0 $706.0 0.00% NEW $58.83
351 BIL SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW 8.0 $699.0 0.00% NEW $87.38 +4.8%
352 HAPBEE TECHNOLOGIES INC REGISTERED SHS SUBORDINATE VOTING ISIN#CA41136M1023 20,000.0 $642.0 0.00% NEW $0.03
353 SATS ECHOSTAR CORP CL A Technology 5.0 $508.0 NEW $101.60 -9.6%
354 JMTG J P MORGAN EXCHANGE-TRADED FD TR MORTGAGE BACKED SECS ETF 10.0 $507.0 NEW $50.70 -1.2%
355 TBF PROSHARES TR SHORT 20PLUS YR TREASURY 20.0 $485.0 NEW $24.25 +5.7%
356 EMR EMERSON ELEC CO COM Industrials 2.0 $286.0 NEW $143.00 +10.3%
357 CNTY CENTURY CASINOS INC COM Consumer Cyclical 100.0 $128.0 NEW $1.28 +0.0%
358 GAMCO INVS INC COM 5.0 $108.0 NEW $21.60
359 GPMT GRANITE PT MTG TR INC COM Real Estate 50.0 $75.0 NEW $1.50 -26.0%
360 DIGITAL X LTD SHS ISIN#AU000000DCC9 3,800.0 $66.0 NEW $0.02
Page 18 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%