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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 2 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKLN INVESCO EXCHANGE-TRADED FD TR II SR LN ETF 73,178.0 $1.5M 1.45% NEW $20.37 +0.9%
22 CRWD CROWDSTRIKE HLDGS INC CL A Technology 1,809.0 $1.4M 1.35% NEW $190.78 +11.6%
23 FLTR VANECK ETF TR IG FLTG RATE ETF 49,994.0 $1.3M 1.25% NEW $25.61 -0.2%
24 BUFD FIRST TR EXCHANGE TRADED FD VIII FT VEST LADDERED DEEP BUFFER ETF 43,032.0 $1.3M 1.25% NEW $29.72 +1.7%
25 IAU ISHARES GOLD TR ISHARES NEW Financial Services 16,531.0 $1.2M 1.22% NEW $75.51 +8.6%
26 NEE NEXTERA ENERGY INC COM Utilities 13,825.0 $1.2M 1.18% NEW $87.77 -1.4%
27 BALT INNOVATOR ETFS TR DEFINED WEALTH SHIELD ETF 35,149.0 $1.2M 1.17% NEW $34.27 +1.3%
28 UNH UNITEDHEALTH GROUP INC COM Healthcare 2,817.0 $1.2M 1.14% NEW $415.58 -4.9%
29 ECF ELLSWORTH GROWTH & INCOME FD LTD COM Financial Services 88,232.0 $1.2M 1.14% NEW $13.21 -3.1%
30 NEM NEWMONT CORP COM Basic Materials 12,399.0 $1.2M 1.13% NEW $93.40 +24.8%
31 TSLA TESLA INC COM Consumer Cyclical 2,649.0 $1.1M 1.09% NEW $420.60 -20.0%
32 FAAR FIRST TR EXCHANGE-TRADED FD VII ALT ABSOLUTE RETURN STRATEGY ETF 32,974.0 $1.0M 1.02% NEW $31.62 -1.3%
33 APRJ INNOVATOR ETFS TR PREM INCOME 30 BARRIER ETF APRIL 40,441.0 $1.0M 0.98% NEW $24.75 +0.8%
34 CLSK CLEANSPARK INC COM NEW Technology 68,328.0 $994K 0.97% NEW $14.55 -20.8%
35 SCHW SCHWAB CHARLES CORP NEW COM Financial Services 10,351.0 $955K 0.93% NEW $92.27 +20.9%
36 JPMORGAN CHASE & CO DEP SHS REPSTG 1/400TH PFD SER JJ 4.55PCT DIV QUARTERLY PERP MTY PERP CALL 06/01/26@25.00 49,335.0 $909K 0.89% NEW $18.43
37 CLSE TRUST FOR PROFESSIONAL MANAGERS CONVERGENCE LONG/SHORT EQUITY ETF 53,771.0 $881K 0.86% NEW $16.39 +106.1%
38 CIFR CIPHER MNG INC COM Financial Services 33,497.0 $821K 0.80% NEW $24.50 -34.0%
39 OCTJ INNOVATOR ETFS TR PREMIUM INCOME 30 BARRIER ETF 33,738.0 $807K 0.79% NEW $23.91 +0.8%
40 CHARLES SCHWAB CORP NEW DEP SHS REPSTG 1/40TH PERP PFD SER J 4.45PCT CALL ON ANYTM AFT 6/1/26 @ 25 45,884.0 $802K 0.78% NEW $17.48
Page 2 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%