Visionary Horizons, LLC

CIK

2003615

Location

Knoxville, TN

Portfolio Value

Micro $47,448,589

Diversification

Diversified

Filing Date

Global Rank

#6,554 / 8,232 ▲ 255

Top Industry

Drug Manufacturers - General 7.8%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.7%

SPY

+52.9%

Annualised alpha

-2.5%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.2%

−0.2 pts

Top 5

27.8%

−0.0 pts

Top 10

41.4%

−0.2 pts

HHI

330

Diversified−9

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	20.0%	$9,506,228	4
Technology	15.5%	$7,333,479	8
Healthcare	14.5%	$6,890,927	8
Financial Services	13.6%	$6,440,002	12
Consumer Cyclical	9.7%	$4,625,162	7
Communication Services	7.2%	$3,423,562	5
Utilities	5.5%	$2,626,563	4
Energy	3.3%	$1,587,241	3
Industrials	3.1%	$1,491,727	2
Real Estate	2.8%	$1,334,247	3
Consumer Defensive	2.5%	$1,184,420	3
Basic Materials	2.1%	$1,005,031	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+1,668	5,108	$2,197,921
TMUS	T-Mobile US, Inc.	+1,118	4,581	$962,147
KIM	Kimco Realty Corp	+1,000	25,645	$576,243
META	Meta Platforms, Inc.	+639	2,045	$1,170,005
QQQ	Invesco Qqq Trust, Series 1	+544	10,007	$5,775,840
CI	Cigna Group	+412	3,208	$855,734
MSFT	Microsoft Corp	+380	4,420	$1,636,151
NVDA	Nvidia Corp	+351	11,116	$1,938,630
SLV	iShares Silver Trust	+278	3,478	$236,990
SPY	Spdr S&P 500 ETF Trust	+245	1,992	$1,295,477
AMZN	Amazon Com Inc	+162	1,472	$306,573
TSLA	Tesla, Inc.	+139	1,571	$584,019
MDT	Medtronic plc	+131	17,831	$1,545,056
AAPL	Apple Inc.	+100	2,716	$689,293
PLTR	Palantir Technologies Inc.	+85	8,623	$1,261,372
BRK-B	Berkshire Hathaway Inc	+58	2,467	$1,182,186
PG	PROCTER & GAMBLE Co	+58	2,824	$407,898
LAD	Lithia Motors Inc	+51	3,176	$793,110
INTC	Intel Corp	+27	6,544	$288,786
HD	Home Depot, Inc.	+17	1,562	$513,726
NVS	Novartis AG	+10	4,680	$714,870
NEM	NEWMONT Corp /DE/	+7	2,447	$264,887
TROW	Price T Rowe Group Inc	+5	3,390	$305,574
HWM	Howmet Aerospace Inc.	+4	2,056	$473,825
AMT	American Tower Corp /Ma/	+3	1,998	$344,814
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
IBKR	Interactive Brokers Group, Inc.	−5,410	9,226	$618,787
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−2,485	18,315	$201,831
AVGO	Broadcom Inc.	−2,174	1,219	$377,292
VZ	Verizon Communications Inc	−1,592	13,798	$692,659
HAS	Hasbro, Inc.	−1,474	11,255	$1,053,468
APTV	Aptiv PLC	−1,313	8,020	$556,908
ALL	Allstate Corp	−1,109	3,233	$670,330
CAH	Cardinal Health Inc	−858	4,785	$1,011,118
FITB	Fifth Third Bancorp	−851	20,173	$937,237
DUK	Duke Energy CORP	−334	5,834	$763,903
TGT	Target Corp	−226	4,522	$548,066
AMGN	Amgen Inc	−183	4,715	$1,658,972
GILD	Gilead Sciences, Inc.	−177	4,309	$600,545
EWBC	East West Bancorp Inc	−167	8,576	$915,573
NOC	Northrop Grumman Corp /De/	−153	1,492	$1,017,902
AN	Autonation, Inc.	−80	4,186	$817,358
SO	Southern Co	−64	7,722	$745,327
GOOGL	Alphabet Inc.	−44	1,378	$396,257
CVX	Chevron Corp	−39	2,824	$584,285
DIS	Walt Disney Co	−27	2,101	$202,494
DVN	Devon Energy Corp/De	−17	13,994	$704,178
BDX	Becton Dickinson & Co	−5	2,241	$352,352
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MSI	Motorola Solutions, Inc.	1,929	$837,128
PPG	Ppg Industries Inc	6,925	$740,144
ES	Eversource Energy	10,052	$696,402
CBOE	Cboe Global Markets, Inc.	2,146	$603,176
MSCI	MSCI Inc.	598	$322,327
INTU	Intuit Inc.	705	$304,827
TTE	TotalEnergies SE	3,284	$298,778
GIS	General Mills Inc	6,138	$228,456
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PVH	Pvh Corp. /De/	11,307	$757,795
ADBE	Adobe Inc.	2,131	$745,828
MANH	Manhattan Associates Inc	3,661	$634,487
ATO	Atmos Energy Corp	2,114	$354,369
INCY	Incyte Corp	3,379	$333,743
ORCL	Oracle Corp	1,262	$245,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $47,448,589 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	10,007	+544	$5,775,840	−0.6%	12.17%
GLD	Spdr Gold Trust	Added	5,108	+1,668	$2,197,921	+61.2%	4.63%
NVDA	Nvidia Corp Technology	Added	11,116	+351	$1,938,630	−3.4%	4.09%
AMGN	Amgen Inc Healthcare	Reduced	4,715	-183	$1,658,972	+3.5%	3.50%
MSFT	Microsoft Corp Technology	Added	4,420	+380	$1,636,151	−16.3%	3.45%
MDT	Medtronic plc Healthcare	Added	17,831	+131	$1,545,056	−9.1%	3.26%
SPY	Spdr S&P 500 ETF Trust	Added	1,992	+245	$1,295,477	+8.7%	2.73%
PLTR	Palantir Technologies Inc. Technology	Added	8,623	+85	$1,261,372	−16.9%	2.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,467	+58	$1,182,186	−2.4%	2.49%
META	Meta Platforms, Inc. Communication Services	Added	2,045	+639	$1,170,005	+26.1%	2.47%
HAS	Hasbro, Inc. Consumer Cyclical	Reduced	11,255	-1,474	$1,053,468	+0.9%	2.22%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,492	-153	$1,017,902	+8.5%	2.15%
CAH	Cardinal Health Inc Healthcare	Reduced	4,785	-858	$1,011,118	−12.8%	2.13%
TMUS	T-Mobile US, Inc. Communication Services	Added	4,581	+1,118	$962,147	+36.8%	2.03%
FITB	Fifth Third Bancorp Financial Services	Reduced	20,173	-851	$937,237	−4.8%	1.98%
EWBC	East West Bancorp Inc Financial Services	Reduced	8,576	-167	$915,573	−6.8%	1.93%
CI	Cigna Group Healthcare	Added	3,208	+412	$855,734	+11.2%	1.80%
MSI	Motorola Solutions, Inc. Technology	NEW	1,929	NEW	$837,128	NEW	1.76%
AN	Autonation, Inc. Consumer Cyclical	Reduced	4,186	-80	$817,358	−7.2%	1.72%
LAD	Lithia Motors Inc Consumer Cyclical	Added	3,176	+51	$793,110	−23.6%	1.67%
DUK	Duke Energy CORP Utilities	Reduced	5,834	-334	$763,903	+5.7%	1.61%
SO	Southern Co Utilities	Reduced	7,722	-64	$745,327	+9.8%	1.57%
PPG	Ppg Industries Inc Basic Materials	NEW	6,925	NEW	$740,144	NEW	1.56%
NVS	Novartis AG Healthcare	Added	4,680	+10	$714,870	+11.0%	1.51%
DVN	Devon Energy Corp/De Energy	Reduced	13,994	-17	$704,178	+37.2%	1.48%
ES	Eversource Energy Utilities	NEW	10,052	NEW	$696,402	NEW	1.47%
VZ	Verizon Communications Inc Communication Services	Reduced	13,798	-1,592	$692,659	+10.5%	1.46%
AAPL	Apple Inc. Technology	Added	2,716	+100	$689,293	−3.1%	1.45%
ALL	Allstate Corp Financial Services	Reduced	3,233	-1,109	$670,330	−25.8%	1.41%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	9,226	-5,410	$618,787	−34.3%	1.30%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	2,146	NEW	$603,176	NEW	1.27%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	4,309	-177	$600,545	+9.1%	1.27%
CVX	Chevron Corp Energy	Reduced	2,824	-39	$584,285	+33.9%	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,571	+139	$584,019	−9.3%	1.23%
KIM	Kimco Realty Corp Real Estate	Added	25,645	+1,000	$576,243	+15.4%	1.21%
APTV	Aptiv PLC Consumer Cyclical	Reduced	8,020	-1,313	$556,908	−21.6%	1.17%
TGT	Target Corp Consumer Defensive	Reduced	4,522	-226	$548,066	+18.1%	1.16%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,562	+17	$513,726	−3.4%	1.08%
HWM	Howmet Aerospace Inc. Industrials	Added	2,056	+4	$473,825	+12.6%	1.00%
EIX	Edison International Utilities	Added	5,752	+2	$420,931	+22.0%	0.89%
EXR	Extra Space Storage Inc. Real Estate	Added	3,151	+1	$413,190	+0.7%	0.87%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,824	+58	$407,898	+2.9%	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,378	-44	$396,257	−11.0%	0.84%
SABA	Saba Capital Income & Opportunities Fund II Financial Services	Held	45,776	0	$380,856	+0.8%	0.80%
AVGO	Broadcom Inc. Technology	Reduced	1,219	-2,174	$377,292	−67.9%	0.80%
BDX	Becton Dickinson & Co Healthcare	Reduced	2,241	-5	$352,352	+2.8%	0.74%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,998	+3	$344,814	−1.6%	0.73%
MSCI	MSCI Inc. Financial Services	NEW	598	NEW	$322,327	NEW	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,472	+162	$306,573	+1.4%	0.65%
TROW	Price T Rowe Group Inc Financial Services	Added	3,390	+5	$305,574	−11.8%	0.64%