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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 4 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HACK AMPLIFY ETF TR AMPLIFY CYBERSECURITY ETF 3,245.0 $340K 0.33% NEW $104.93 +10.4%
62 ACYN FIRST TR EXCHANGE-TRADED FD FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF 16,279.0 $338K 0.33% NEW $20.79 -0.4%
63 GS GOLDMAN SACHS GROUP INC COM Financial Services 318.0 $322K 0.31% NEW $1011.51 +2.4%
64 GE GENERAL ELEC CO COM NEW Industrials 850.0 $318K 0.31% NEW $373.78 -0.2%
65 META META PLATFORMS INC CL A Communication Services 491.0 $276K 0.27% NEW $562.77 -3.2%
66 SPYI NEOS ETF TR NEOS S&P 500 HIGH INCOME ETF 5,169.0 $274K 0.27% NEW $53.09 +1.8%
67 IYJ ISHARES TR US INDUSTRIALS ETF 1,514.0 $252K 0.25% NEW $166.65 +0.2%
68 MCK MCKESSON CORP COM Healthcare 318.0 $240K 0.23% NEW $755.60 +15.6%
69 BE BLOOM ENERGY CORP CL A Industrials 782.0 $237K 0.23% NEW $302.70 -31.6%
70 SMH VANECK ETF TR SEMICONDUCTOR ETF 355.0 $233K 0.23% NEW $655.71 -13.5%
71 XOM EXXON MOBIL CORP COM Energy 1,694.0 $232K 0.23% NEW $136.76 +20.8%
72 ETHE GRAYSCALE ETHEREUM STAKING ETF SHS Financial Services 17,048.0 $218K 0.21% NEW $12.76 +20.8%
73 USMV ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF 2,260.0 $213K 0.21% NEW $94.09 +7.1%
74 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 565.0 $209K 0.20% NEW $370.36 +2.4%
75 GBTC GRAYSCALE BITCOIN TR ETF SHS REPSTG COM UNIT Financial Services 4,477.0 $204K 0.20% NEW $45.52 +10.0%
76 RSP INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF 952.0 $203K 0.20% NEW $212.84 +3.6%
77 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 6,210.0 $197K 0.19% NEW $31.71 +9.1%
78 IWD ISHARES TR RUSSELL 1000 VALUE ETF 799.0 $194K 0.19% NEW $242.43 +6.1%
79 SOXX ISHARES TR SEMICONDUCTOR ETF 300.0 $192K 0.19% NEW $640.82 -17.7%
80 ANET ARISTA NETWORKS INC COM NEW Technology 1,131.0 $192K 0.19% NEW $169.88 +14.7%
Page 4 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%