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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 6 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BP BP PLC SPONS ADR Energy 3,900.0 $144K 0.14% NEW $36.95 +17.5%
102 COIN COINBASE GLOBAL INC COM CL A Financial Services 964.0 $141K 0.14% NEW $146.19 +0.0%
103 IFRA ISHARES TR U S INFRASTRUCTURE ETF 2,201.0 $139K 0.14% NEW $63.04 -3.0%
104 SPHD INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH DIVID LOW VOLATILITY 2,702.0 $137K 0.13% NEW $50.84 +4.2%
105 MCD MCDONALDS CORP COM Consumer Cyclical 465.0 $126K 0.12% NEW $270.56 -1.3%
106 GEV GE VERNOVA INC COM Utilities 105.0 $124K 0.12% NEW $1176.86 -14.6%
107 IYT ISHARES TR U S TRANSN ETF FD 1,407.0 $122K 0.12% NEW $86.76 -0.7%
108 KO COCA COLA CO COM Consumer Defensive 1,484.0 $121K 0.12% NEW $81.27 +9.3%
109 US BANCORP DEL DEPOSITARY SHS REPSTG 1/1000TH PFD SER B PERP CALL @ 25 ON OR AFT 4/15/11 PERP MTY 6,518.0 $120K 0.12% NEW $18.37
110 NEPTUNE DIGITAL ASSETS CORP REGISTERED SHS ISIN#CA64073L1013 269,164.0 $116K 0.11% NEW $0.43
111 RPV INVESCO EXCHANGE-TRADED FD TR S&P 500 PURE VALUE ETF 1,004.0 $114K 0.11% NEW $113.82 +7.1%
112 JULJ INNOVATOR ETFS TR PREM INCOME 30 BARRIER ETF JULY 4,492.0 $111K 0.11% NEW $24.79 +0.7%
113 AOR ISHARES TR CORE 60 40 BALANCED ALLOCATION ETF 1,517.0 $105K 0.10% NEW $69.50 +0.2%
114 VRP INVESCO EXCHANGE-TRADED FD TR II VAR RATE PFD ETF 4,221.0 $103K 0.10% NEW $24.31 -0.9%
115 UFOX ETF SER SOLUTIONS DEFIANCE SPACE & CONNECTIVE TECH ETF 1,070.0 $102K 0.10% NEW $95.07 -10.8%
116 KRE SPDR SER TR STATE STREET SPDR S&P REGL BKG ETF 1,333.0 $100K 0.10% NEW $74.83 +2.7%
117 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 2,927.0 $100K 0.10% NEW $34.00 -1.9%
118 ELV ELEVANCE HEALTH INC COM Healthcare 243.0 $94K 0.09% NEW $386.73 +3.0%
119 XLE SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,769.0 $94K 0.09% NEW $53.11 +19.9%
120 SFLR INNOVATOR ETFS TR EQUITY MANAGED FLOOR ETF 2,423.0 $93K 0.09% NEW $38.58 +1.0%
Page 6 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%