Visionary Horizons, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 20.0% | $9,506,228 |
| Technology | 15.5% | $7,333,479 |
| Healthcare | 14.5% | $6,890,927 |
| Financial Services | 13.6% | $6,440,002 |
| Consumer Cyclical | 9.7% | $4,625,162 |
| Communication Services | 7.2% | $3,423,562 |
| Utilities | 5.5% | $2,626,563 |
| Energy | 3.3% | $1,587,241 |
| Industrials | 3.1% | $1,491,727 |
| Real Estate | 2.8% | $1,334,247 |
| Consumer Defensive | 2.5% | $1,184,420 |
| Basic Materials | 2.1% | $1,005,031 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
3 positions ·
$1,184,420 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 4,522 | $548,066 | 46.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,824 | $407,898 | 34.44% | |
| GIS |
General Mills Inc
Consumer Defensive
|
NEW | 6,138 | $228,456 | 19.29% |