VISION FINANCIAL MARKETS LLC
Sector Allocation
- Other42.8%$56.2M
- Consumer Discretionary15.7%$20.5M
- Technology13.4%$17.6M
- Financials11.2%$14.7M
- Healthcare3.5%$4.6M
- Industrials2.8%$3.7M
- Consumer Staples2.8%$3.7M
- Energy2.4%$3.2M
- Utilities1.9%$2.5M
- Real Estate1.6%$2.2M
AUM History
13fpro.ai/research/fund/vision-financial-markets-llc-1378145
Conviction and streaks
Concentrating · top 10 = 64.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$27.0M
QQQ
$11.7MSPY
$10.8MAAPL
$9.5MJPM
$5.4MAZO
$5.2M- RBB$4.7M
AMZN
$4.6MWSM
$3.1MBRK.B
$3.0MAN
$2.3MHD
$1.7MTSLA
$1.7MMSFT
$1.7MFRO
$1.6MBLK
$1.4MGOOG
$1.3MCOST
$1.3MJNJ
$1.2MNVDA
$1.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/vision-financial-markets-llc-1378145
VISION FINANCIAL MARKETS LLC 13F holdings — Q3 2026
$131.3M portfolio (+13.9% QoQ) · 387 holdings · Q3 2026 13F · top 10 are 65% of the stock portfolio
- 1
ISHARES TR - 20 YR TR BD ETF
$27.0M
20.6% of stocks
+247%This quarter—Since filed—HeldAIQuality—Est. buy— $11.7M
8.9% of stocks
-3%This quarter+1.1%Since filed8+ qtrsHeld$10.8M
8.2% of stocks
-1%This quarter+0.2%Since filed8+ qtrsHeld$9.5M
7.3% of stocks
-2%This quarter-1.2%Since filed8+ qtrsHeld$5.4M
4.1% of stocks
-0.3%This quarter-0.7%Since filed8+ qtrsHeld$5.2M
3.9% of stocks
-0.3%This quarter-2.5%Since filed8+ qtrsHeld- 7
RBB FD INC - F/M US TREASURY
$4.7M
3.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
3.5% of stocks
-2%This quarter-0.5%Since filed8+ qtrsHeld$3.1M
2.4% of stocks
No changeThis quarter-4.2%Since filed8+ qtrsHeld$3.0M
2.3% of stocks
No changeThis quarter—Since filed8+ qtrsHeld
All holdings — VISION FINANCIAL MARKETS LLC (Q3 2026)
387 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AUTONATION, INC. | Consumer Discretionary | $2.3M | 1.7% | 14K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | HOME DEPOT, INC. | Consumer Discretionary | $1.7M | 1.3% | 5,993 | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Tesla, Inc. | Consumer Discretionary | $1.7M | 1.3% | 4,747 | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $1.7M | 1.3% | 3,260 | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Frontline plc | Industrials | $1.6M | 1.2% | 32K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BlackRock, Inc. | Financials | $1.4M | 1.0% | 1,290 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $1.3M | 1.0% | 3,979 | -0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 1.0% | 1,383 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.9% | 4,626 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NVIDIA CORP | Technology | $1.1M | 0.9% | 4,895 | -8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WASTE MANAGEMENT INC | Utilities | $1.1M | 0.8% | 5,434 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | REALTY INCOME CORP | Real Estate | $943K | 0.7% | 17K | +334% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMGEN INC | Healthcare | $927K | 0.7% | 2,200 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | METLIFE INC | Financials | $920K | 0.7% | 9,794 | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TotalEnergies SE | Energy | $872K | 0.7% | 10K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $821K | 0.6% | 18K | -2% | |||
| 27 | $LMT | LOCKHEED MARTIN CORP | Industrials | $753K | 0.6% | 1,487 | +1% | |||
| 28 | $T | AT&T INC. | Communication Services | $714K | 0.5% | 29K | +0.0% | |||
| 29 | $SLS | SELLAS Life Sciences Group, Inc. | Healthcare | $702K | 0.5% | 57K | +482% | |||
| 30 | $MCD | MCDONALDS CORP | Consumer Discretionary | $672K | 0.5% | 2,905 | — | |||
| 31 | $CVX | CHEVRON CORP | Energy | $567K | 0.4% | 2,750 | -7% | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $539K | 0.4% | 5,169 | — | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $523K | 0.4% | 3,211 | +4% | |||
| 34 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $508K | 0.4% | 38K | — | |||
| 35 | $AFL | AFLAC INC | Financials | $503K | 0.4% | 4,500 | — | |||
| 36 | $SHAK | Shake Shack Inc. | Consumer Discretionary | $495K | 0.4% | 8,350 | — | |||
| 37 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $490K | 0.4% | 7,100 | — | |||
| 38 | $ED | CONSOLIDATED EDISON INC | Utilities | $488K | 0.4% | 4,756 | — | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $486K | 0.4% | 420 | +11% | |||
| 40 | $SBSW | Sibanye Stillwater Ltd | Materials | $478K | 0.4% | 47K | New | |||
| 41 | $ADBE | ADOBE INC. | Technology | $475K | 0.4% | 1,978 | -1% | |||
| 42 | $GS | GOLDMAN SACHS GROUP INC | Financials | $443K | 0.3% | 494 | — | |||
| 43 | $CVS | CVS HEALTH Corp | Healthcare | $414K | 0.3% | 4,850 | -5% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $376K | 0.3% | 4,365 | -1% | |||
| 45 | $V | VISA INC. | Financials | $372K | 0.3% | 1,036 | — | |||
| 46 | $TXN | TEXAS INSTRUMENTS INC | Technology | $352K | 0.3% | 1,250 | — | |||
| 47 | $PM | Philip Morris International Inc. | Consumer Staples | $337K | 0.3% | 1,768 | -52% | |||
| 48 | $GE | GENERAL ELECTRIC CO | Industrials | $336K | 0.3% | 1,076 | — | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $318K | 0.2% | 294 | -55% | |||
| 50 | $PLTR | Palantir Technologies Inc. | Technology | $315K | 0.2% | 1,657 | -12% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $315K | 0.2% | 434 | — | |||
| 52 | $BNY | Bank of New York Mellon Corp | Financials | $286K | 0.2% | 2,000 | — | |||
| 53 | $CSCO | CISCO SYSTEMS, INC. | Technology | $276K | 0.2% | 2,554 | — | |||
| 54 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $276K | 0.2% | 3,475 | — | |||
| 55 | $FHI | FEDERATED HERMES, INC. | Financials | $271K | 0.2% | 4,818 | — | |||
| 56 | $SYY | SYSCO CORP | Consumer Discretionary | $263K | 0.2% | 3,375 | — | |||
| 57 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $261K | 0.2% | 2,778 | — | |||
| 58 | $GEV | GE Vernova Inc. | Industrials | $255K | 0.2% | 268 | — | |||
| 59 | $GLD | SPDR GOLD TRUST | Financials | $254K | 0.2% | 663 | +11% | |||
| 60 | $MA | Mastercard Inc | Financials | $249K | 0.2% | 452 | — | |||
| 61 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $246K | 0.2% | 1,500 | -56% | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $238K | 0.2% | 681 | +47% | |||
| 63 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $232K | 0.2% | 2,041 | — | |||
| 64 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $231K | 0.2% | 3,296 | -43% | |||
| 65 | $ETR | ENTERGY CORP /DE/ | Utilities | $221K | 0.2% | 2,200 | — | |||
| 66 | $OKE | ONEOK INC /NEW/ | Energy | $218K | 0.2% | 2,541 | -3% | |||
| 67 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $214K | 0.2% | 2,284 | +0.0% | |||
| 68 | $C | CITIGROUP INC | Financials | $210K | 0.2% | 1,650 | -6% | |||
| 69 | — | ISHARES TR - IBOXX INV CP ETF | — | $204K | 0.2% | 2,000 | -50% | |||
| 70 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $199K | 0.1% | 5,700 | — | |||
| 71 | $DEO | DIAGEO PLC | Consumer Staples | $191K | 0.1% | 2,267 | -0.2% | |||
| 72 | — | ISHARES TR - CORE US AGGBD ET | — | $189K | 0.1% | 2,000 | -50% | |||
| 73 | $KHC | Kraft Heinz Co | Consumer Staples | $188K | 0.1% | 8,300 | — | |||
| 74 | $AGNC | AGNC Investment Corp. | Real Estate | $172K | 0.1% | 19K | -76% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $171K | 0.1% | 1,186 | — | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $169K | 0.1% | 1,168 | +0.2% | |||
| 77 | $DUK | Duke Energy CORP | Utilities | $159K | 0.1% | 1,395 | — | |||
| 78 | $CSX | CSX CORP | Industrials | $158K | 0.1% | 3,400 | — | |||
| 79 | $ABBV | AbbVie Inc. | Healthcare | $156K | 0.1% | 600 | — | |||
| 80 | $PFE | PFIZER INC | Healthcare | $151K | 0.1% | 5,342 | -7% | |||
| 81 | $DELL | Dell Technologies Inc. | Technology | $150K | 0.1% | 280 | -8% | |||
| 82 | — | PROSHARES TR - ULTRA 20YR TRE | — | $150K | 0.1% | 11K | New | |||
| 83 | $QCOM | QUALCOMM INC/DE | Technology | $147K | 0.1% | 800 | — | |||
| 84 | $KMI | KINDER MORGAN, INC. | Energy | $145K | 0.1% | 4,766 | +0.0% | |||
| 85 | $RTX | RTX Corp | Industrials | $139K | 0.1% | 755 | -16% | |||
| 86 | $BE | Bloom Energy Corp | Technology | $138K | 0.1% | 500 | — | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $137K | 0.1% | 223 | -10% | |||
| 88 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $137K | 0.1% | 300 | +50% | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $129K | 0.1% | 2,088 | +329% | |||
| 90 | — | TIDAL TRUST II - YIE MST OPT NEW | — | $126K | 0.1% | 7,865 | +203% | |||
| 91 | $TRP | TC ENERGY CORP | Energy | $122K | 0.1% | 2,100 | — | |||
| 92 | $SLV | iShares Silver Trust | Financials | $112K | 0.1% | 2,037 | — | |||
| 93 | — | TIDAL TRUST II - YIE GOL MIN ETF | — | $111K | 0.1% | 11K | New | |||
| 94 | $INTC | INTEL CORP | Technology | $108K | 0.1% | 899 | — | |||
| 95 | $GOOGL | Alphabet Inc. | Technology | $103K | 0.1% | 300 | +50% | |||
| 96 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $102K | 0.1% | 145 | +3% | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $100K | 0.1% | 505 | — | |||
| 98 | $ADSK | Autodesk, Inc. | Technology | $99K | 0.1% | 473 | — | |||
| 99 | $RH | RH | Consumer Discretionary | $98K | 0.1% | 810 | -10% | |||
| 100 | $GIS | GENERAL MILLS INC | Consumer Staples | $98K | 0.1% | 3,075 | -4% | |||
| 101 | $ES | EVERSOURCE ENERGY | Utilities | $97K | 0.1% | 1,506 | — | |||
| 102 | $LNC | LINCOLN NATIONAL CORP | Financials | $97K | 0.1% | 2,400 | — | |||
| 103 | $NEE | NEXTERA ENERGY INC | Utilities | $96K | 0.1% | 1,264 | — | |||
| 104 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $95K | 0.1% | 2,000 | +233% | |||
| 105 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $92K | 0.1% | 1,500 | New | |||
| 106 | $SO | SOUTHERN CO | Utilities | $89K | 0.1% | 1,068 | — | |||
| 107 | $PEP | PEPSICO INC | Consumer Staples | $89K | 0.1% | 700 | +28% | |||
| 108 | $XEL | XCEL ENERGY INC | Utilities | $78K | 0.1% | 1,110 | — | |||
| 109 | $FDX | FEDEX CORP | Industrials | $72K | 0.1% | 250 | — | |||
| 110 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $71K | 0.1% | 1,156 | -8% | |||
| 111 | $NOW | ServiceNow, Inc. | Technology | $71K | 0.1% | 509 | -19% | |||
| 112 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $68K | 0.1% | 1,000 | — | |||
| 113 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $67K | 0.1% | 839 | -6% | |||
| 114 | $IRM | IRON MOUNTAIN INC | Real Estate | $67K | 0.1% | 600 | — | |||
| 115 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $67K | 0.1% | 400 | — | |||
| 116 | $MMM | 3M CO | Healthcare | $66K | 0.1% | 400 | — | |||
| 117 | $MCO | MOODYS CORP /DE/ | Financials | $64K | 0.1% | 143 | — | |||
| 118 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $62K | 0.1% | 117 | — | |||
| 119 | $SPGI | S&P Global Inc. | Financials | $62K | 0.1% | 156 | — | |||
| 120 | $ROKU | ROKU, INC | Communication Services | $60K | 0.1% | 400 | — | |||
| 121 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $59K | 0.0% | 550 | — | |||
| 122 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $58K | 0.0% | 487 | -18% | |||
| 123 | $BP | BP PLC | Energy | $57K | 0.0% | 1,286 | — | |||
| 124 | $ENB | ENBRIDGE INC | Energy | $56K | 0.0% | 1,211 | — | |||
| 125 | $CRM | Salesforce, Inc. | Technology | $54K | 0.0% | 230 | -4% | |||
| 126 | $IVZ | Invesco Ltd. | Financials | $51K | 0.0% | 4,000 | — | |||
| 127 | $CRDO | Credo Technology Group Holding Ltd | Technology | $51K | 0.0% | 247 | -38% | |||
| 128 | $FCX | FREEPORT-MCMORAN INC | Materials | $49K | 0.0% | 700 | — | |||
| 129 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $48K | 0.0% | 838 | — | |||
| 130 | $LDOS | Leidos Holdings, Inc. | Technology | $48K | 0.0% | 394 | — | |||
| 131 | $UGI | UGI CORP /PA/ | Utilities | $45K | 0.0% | 1,275 | — | |||
| 132 | $USB | US BANCORP DE | Financials | $45K | 0.0% | 790 | +7% | |||
| 133 | $IBIT | iShares Bitcoin Trust ETF | Financials | $43K | 0.0% | 889 | -73% | |||
| 134 | $GOLD | Gold.com, Inc. | Consumer Discretionary | $43K | 0.0% | 1,000 | New | |||
| 135 | $NFLX | NETFLIX INC | Communication Services | $42K | 0.0% | 620 | — | |||
| 136 | $VSNT | Versant Media Group, Inc. | Communication Services | $41K | 0.0% | 1,300 | New | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $39K | 0.0% | 501 | -80% | |||
| 138 | $ET | Energy Transfer LP | Energy | $38K | 0.0% | 1,884 | -4% | |||
| 139 | $BCE | BCE INC | Communication Services | $38K | 0.0% | 1,875 | -11% | |||
| 140 | $ORCL | ORACLE CORP | Technology | $37K | 0.0% | 270 | -32% | |||
| 141 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $37K | 0.0% | 120 | — | |||
| 142 | $KMB | KIMBERLY CLARK CORP | Materials | $37K | 0.0% | 382 | — | |||
| 143 | $ASML | ASML HOLDING NV | Technology | $36K | 0.0% | 20 | New | |||
| 144 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $36K | 0.0% | 196 | — | |||
| 145 | $DBX | DROPBOX, INC. | Technology | $34K | 0.0% | 1,000 | — | |||
| 146 | $BIIB | BIOGEN INC. | Healthcare | $34K | 0.0% | 150 | -25% | |||
| 147 | $TMUS | T-Mobile US, Inc. | Communication Services | $34K | 0.0% | 209 | +0.5% | |||
| 148 | $ALL | ALLSTATE CORP | Financials | $33K | 0.0% | 150 | — | |||
| 149 | $GL | GLOBE LIFE INC. | Financials | $33K | 0.0% | 200 | — | |||
| 150 | $SPH | SUBURBAN PROPANE PARTNERS LP | Consumer Discretionary | $33K | 0.0% | 2,000 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 26 new, 60 added to, 89 trimmed, 52 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
first bought this quarter
$AMGNAMGEN INC$927K
first bought this quarter
$TTETotalEnergies SE$872K
first bought this quarter
$SBSWSibanye Stillwater Ltd$478K
first bought this quarter
- PROSHARES TR - ULTRA 20YR TRE$150K
first bought this quarter
- TIDAL TRUST II - YIE GOL MIN ETF$111K
first bought this quarter
+20 more in the Excel export
Added to (60)
- ISHARES TR - 20 YR TR BD ETF+247%
now $27.0M
$OREALTY INCOME CORP+334%
now $943K · held 8+ qtrs, 2 adds in a row
$SLSSELLAS Life Sciences Group, Inc.+482%
now $702K · held 3 qtrs
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+329%
now $129K
- TIDAL TRUST II - YIE MST OPT NEW+203%
now $126K
$AVGOBroadcom Inc.+47%
now $238K · held 7 qtrs, 3 adds in a row
+54 more in the Excel export
Trimmed (89)
- SELECT SECTOR SPDR TR - ST STR DISCR ETF-99%
now $12K
$DISWalt Disney Co-97%
now $26K · held 8+ qtrs
$AGNCAGNC Investment Corp.-76%
now $172K · held 3 qtrs
$HALHALLIBURTON CO-99%
now $4K
$MUMICRON TECHNOLOGY INC-55%
now $318K · held 7 qtrs
$PMPhilip Morris International Inc.-52%
now $337K · held 8+ qtrs
+83 more in the Excel export
Holdings by quarter
Every 13F VISION FINANCIAL MARKETS LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow VISION FINANCIAL MARKETS?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of VISION FINANCIAL MARKETS's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 19% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
VISION FINANCIAL MARKETS LLC disclosed 387 positions worth $131.3M in its Form 13F-HR for Q3 2026, followed by $QQQ and $SPY. During the quarter the fund opened 26 new positions and exited 52 — including a new stake in $FRO and a full exit from $SLB. The portfolio is most concentrated in Other (42.8% of disclosed assets). All figures are sourced directly from VISION FINANCIAL MARKETS LLC’s Form 13F-HR filing with the SEC under CIK 1378145.
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AI-Powered Hedge Fund Analysis: VISION FINANCIAL MARKETS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For VISION FINANCIAL MARKETS LLC (SEC CIK: 1378145), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in VISION FINANCIAL MARKETS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.