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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 5 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MELI MERCADOLIBRE INC COM Consumer Cyclical 112.0 $190K 0.18% NEW $1697.39 +4.8%
82 UFO PROCURE ETF TR II PROCURE SPACE ETF 3,691.0 $187K 0.18% NEW $50.67 -6.9%
83 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 2,187.0 $185K 0.18% NEW $84.58 -6.8%
84 SH PROSHARES TR SHORT S&P 500 NEW 2024 5,402.0 $177K 0.17% NEW $32.81 -1.4%
85 HDGE ADVISORSHARES TR RANGER EQUITY BEAR ETF NEW 10,649.0 $176K 0.17% NEW $16.49 -12.3%
86 IUSV ISHARES TR CORE S&P U S VALUE ETF 1,580.0 $174K 0.17% NEW $110.15 +4.1%
87 XLI SELECT SECTOR SPDR TR STATE STREET INDL SELECT SECTOR SPDR ETF 929.0 $172K 0.17% NEW $185.31 -0.9%
88 CAT CATERPILLAR INC COM Industrials 160.0 $170K 0.17% NEW $1065.26 -21.1%
89 DTM DT MIDSTREAM INC COM Energy 1,141.0 $167K 0.16% NEW $146.74 -7.5%
90 MA MASTERCARD INC CL A Financial Services 324.0 $166K 0.16% NEW $512.81 +12.0%
91 CALAMOS ETF TR BITCOIN 90 SER STRUCTURED ALT PROTECTION ETF OCTOBER 7,521.0 $166K 0.16% NEW $22.04
92 XLF SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF 3,007.0 $161K 0.16% NEW $53.62 +7.9%
93 IBIT ISHARES BITCOIN TR ETF SHS BEN INT Financial Services 4,836.0 $161K 0.16% NEW $33.29 +10.0%
94 MS MORGAN STANLEY COM NEW Financial Services 761.0 $159K 0.15% NEW $209.17 +4.0%
95 DOG PROSHARES TR SHORT DOW 30 ETF NEW 7,232.0 $157K 0.15% NEW $21.77 -1.9%
96 RWM PROSHARES TR SHORT RUSSELL2000 NEW 11,199.0 $150K 0.15% NEW $13.38 +0.1%
97 NFLX NETFLIX INC COM Communication Services 2,070.0 $148K 0.14% NEW $71.40 +8.9%
98 INNOVATOR ETFS TR INNOVATOR PREMIUM INCOME 30 BARRIER ETF JANUARY 5,952.0 $147K 0.14% NEW $24.70
99 SPDN DIREXION SHS ETF TR DAILY S&P 500 BEAR 1X SHS NEW 16,890.0 $146K 0.14% NEW $8.67 -2.0%
100 BTBT BIT DIGITAL INC USD ORD SHS Financial Services 81,183.0 $146K 0.14% NEW $1.80 -19.4%
Page 5 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%