Retireful, LLC

13F filer · CIK 0001919176

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$107MU.S. long equity reported on 13F

Positions4823 new · 29 closed

Net flow last quarter+$10.5MBuys minus sells

Top 10 positions weight30.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202648 positions
SPYSPDR S&P 500 ETF Trust	$5.96M	5.55%	Not reported	+138.5%	Q2 2023
GLWCorning Inc	$3.84M	3.57%	0.00%	+7.5%	Q3 2025
WDCWestern Digital Corp	$3.27M	3.04%	0.00%	-36.0%	Q3 2025
AMDAdvanced Micro Devices Inc	$3.19M	2.97%	0.00%	+418.6%	Q4 2023
MUMicron Technology Inc	$3.03M	2.82%	0.00%	-50.9%	Q2 2024
ALABAstera Labs, Inc.	$3M	2.79%	0.00%	New	Q2 2026
INTCIntel Corp	$2.71M	2.53%	0.00%	New	Q2 2026
SNDKSandisk Corp	$2.56M	2.38%	0.00%	-24.7%	Q1 2026
DELLDell Technologies Inc.	$2.34M	2.18%	0.00%	+6.8%	Q3 2023
CATCaterpillar Inc	$2.34M	2.18%	0.00%	+7.7%	Q4 2025
FIXComfort Systems USA Inc	$2.23M	2.07%	0.00%	+8.7%	Q2 2025
FLEXFlex Ltd.	$2.19M	2.04%	0.00%	Not reported	Q3 2025
MRVLMarvell Technology, Inc.	$2.12M	1.97%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$1.86M	1.73%	0.00%	Not reported	Q2 2025
VRTVertiv Holdings Co	$1.86M	1.73%	0.00%	+43.2%	Q4 2024
NVTnVent Electric plc	$1.81M	1.69%	0.01%	+47.1%	Q1 2026
MTZMastec Inc	$1.78M	1.66%	0.01%	+51.3%	Q1 2026
ANETArista Networks, Inc.	$1.64M	1.53%	0.00%	Not reported	Q3 2023
DDOGDatadog, Inc.	$1.54M	1.43%	0.01%	New	Q2 2026
TXNTexas Instruments Inc	$1.52M	1.41%	0.00%	Not reported	Q2 2024
MKSIMKS Inc	$1.49M	1.38%	0.00%	New	Q2 2026
UALUnited Airlines Holdings, Inc.	$1.48M	1.38%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.48M	1.38%	0.00%	Not reported	Q3 2023
COHRCoherent Corp.	$1.44M	1.34%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$1.39M	1.29%	0.00%	+8.2%	Q1 2025
FFIVF5, Inc.	$1.35M	1.25%	0.01%	Not reported	Q4 2024
JBHTHunt J B Transport Services Inc	$1.34M	1.25%	0.00%	New	Q2 2026
NTAPNetApp, Inc.	$1.29M	1.20%	0.00%	Not reported	Q2 2024
HUMHumana Inc	$1.25M	1.16%	0.00%	New	Q2 2026
STRLSterling Infrastructure, Inc.	$1.22M	1.13%	0.00%	New	Q2 2026
JBLJabil Inc	$1.17M	1.09%	0.00%	Not reported	Q1 2025
STXSeagate Technology Holdings plc	$1.03M	0.96%	0.00%	+4.9%	Q2 2024
LRCXLam Research Corp	$773K	0.72%	0.00%	+5.0%	Q4 2023
KLACKla Corp	$724K	0.67%	0.00%	+4.8%	Q4 2023
CMICummins Inc	$527K	0.49%	0.00%	+5.0%	Q3 2025
GOOGLAlphabet Inc.	$483K	0.45%	0.00%	+5.0%	Q2 2024
PANWPalo Alto Networks Inc	$460K	0.43%	0.00%	Not reported	Q4 2023
VTRSViatris Inc	$391K	0.36%	0.00%	+5.0%	Q4 2025
NOKNokia Corp	$389K	0.36%	0.00%	New	Q2 2026
FCXFreeport-Mcmoran Inc	$360K	0.34%	0.00%	+5.0%	Q4 2024
ADIAnalog Devices Inc	$359K	0.33%	0.00%	+5.0%	Q4 2025
NVDANvidia Corp	$348K	0.32%	0.00%	+5.0%	Q2 2023
PWRQuanta Services, Inc.	$344K	0.32%	0.00%	Not reported	Q2 2024
GSGoldman Sachs Group Inc	$341K	0.32%	0.00%	+5.0%	Q1 2026
KEYKeycorp	$330K	0.31%	0.00%	+5.0%	Q4 2025
NOBLNoble International, Ltd.	$328K	0.31%	Not reported	Not reported	Q1 2023
BKRBaker Hughes Co	$238K	0.22%	0.00%	-84.5%	Q3 2025
AMZNAmazon Com Inc	$215K	0.20%	0.00%	Not reported	Q3 2023
Q1 2026Reported Apr 15, 202654 positions
SPYSPDR S&P 500 ETF Trust	$2.18M	3.07%	Not reported	-46.5%	Q2 2023
WDCWestern Digital Corp	$2.17M	3.05%	0.00%	-5.9%	Q3 2025
GLWCorning Inc	$1.9M	2.68%	0.00%	+5.1%	Q3 2025
MUMicron Technology Inc	$1.81M	2.54%	0.00%	+78.5%	Q2 2024
BKRBaker Hughes Co	$1.69M	2.38%	0.00%	+75.5%	Q3 2025
TPRTapestry, Inc.	$1.52M	2.15%	0.01%	+8.9%	Q4 2024
SCCOSouthern Copper Corp/	$1.49M	2.10%	0.00%	+5.0%	Q4 2025
CATCaterpillar Inc	$1.44M	2.04%	0.00%	+5.6%	Q4 2025
FIXComfort Systems USA Inc	$1.42M	2.01%	0.00%	+8.4%	Q2 2025
AMATApplied Materials Inc	$1.28M	1.80%	0.00%	+8.7%	Q3 2023
AEPAmerican Electric Power Co Inc	$1.22M	1.72%	0.00%	+64.3%	Q4 2025
WWDWoodward, Inc.	$1.2M	1.69%	0.01%	New	Q1 2026
TWTradeweb Markets Inc.	$1.17M	1.65%	9939.00%	Not reported	Q1 2025
XPOXPO, Inc.	$1.12M	1.57%	0.00%	New	Q1 2026
HONHoneywell International Inc	$1.1M	1.55%	0.00%	New	Q1 2026
WMTWalmart Inc.	$1.08M	1.52%	0.00%	+8.8%	Q3 2024
CWCurtiss Wright Corp	$1.01M	1.42%	0.00%	+8.8%	Q2 2025
VRTVertiv Holdings Co	$972K	1.37%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$954K	1.34%	0.00%	Not reported	Q1 2025
SNDKSandisk Corp	$949K	1.34%	0.00%	New	Q1 2026
LNGCheniere Energy, Inc.	$915K	1.29%	0.00%	Not reported	Q4 2023
MTZMastec Inc	$910K	1.28%	0.00%	New	Q1 2026
FTAIFTAI Aviation Ltd.	$882K	1.24%	0.00%	New	Q1 2026
NVTnVent Electric plc	$859K	1.21%	0.00%	New	Q1 2026
ETREntergy Corp	$838K	1.18%	0.00%	+8.9%	Q4 2025
DELLDell Technologies Inc.	$834K	1.17%	0.00%	Not reported	Q3 2023
LITELumentum Holdings Inc.	$829K	1.17%	0.00%	New	Q1 2026
TDYTeledyne Technologies Inc	$820K	1.16%	0.00%	New	Q1 2026
CIENCiena Corp	$818K	1.15%	0.00%	New	Q1 2026
ROSTRoss Stores, Inc.	$815K	1.15%	0.00%	+9.1%	Q4 2025
STXSeagate Technology Holdings plc	$399K	0.56%	0.00%	+6.5%	Q2 2024
NEMNEWMONT Corp	$398K	0.56%	0.00%	-4.7%	Q1 2023
CMICummins Inc	$379K	0.53%	0.00%	-4.7%	Q3 2025
PHParker-Hannifin Corp	$373K	0.53%	0.00%	-4.6%	Q2 2023
GOOGLAlphabet Inc.	$370K	0.52%	0.00%	-78.1%	Q2 2024
TMOThermo Fisher Scientific Inc.	$369K	0.52%	0.00%	-4.7%	Q2 2024
BSVNBank7 Corp.	$364K	0.51%	0.05%	Not reported	Q1 2023
LRCXLam Research Corp	$363K	0.51%	0.00%	+4.3%	Q4 2023
KLACKla Corp	$337K	0.48%	0.00%	-4.6%	Q4 2023
INCMInnocom Technology Holdings, Inc.	$321K	0.45%	0.01%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$321K	0.45%	0.00%	+5.8%	Q4 2024
VTRSViatris Inc	$317K	0.45%	0.00%	+6.0%	Q4 2025
NVDANvidia Corp	$289K	0.41%	0.00%	-68.7%	Q2 2023
XOMExxonMobil Holdings Corp	$287K	0.40%	0.00%	New	Q1 2026
ADIAnalog Devices Inc	$274K	0.39%	0.00%	-4.8%	Q4 2025
KEYKeycorp	$273K	0.38%	0.00%	+5.8%	Q4 2025
GSGoldman Sachs Group Inc	$272K	0.38%	0.00%	New	Q1 2026
GMGeneral Motors Co	$272K	0.38%	0.00%	-73.9%	Q4 2025
RTXRTX Corp	$271K	0.38%	0.00%	-4.7%	Q4 2025
CAHCardinal Health Inc	$264K	0.37%	0.00%	-4.7%	Q3 2024

Q4 2025Reported Jan 15, 202661 positions
SPYSPDR S&P 500 ETF Trust	$4.3M	5.39%	Not reported	-63.1%	Q2 2023
GOOGLAlphabet Inc.	$1.84M	2.31%	0.00%	-0.7%	Q2 2024
EXPEExpedia Group, Inc.	$1.61M	2.02%	0.00%	-0.7%	Q1 2025
WDCWestern Digital Corp	$1.5M	1.88%	0.00%	-0.9%	Q3 2025
AVGOBroadcom Inc.	$1.49M	1.87%	0.00%	-0.8%	Q3 2023
APPAppLovin Corp	$1.3M	1.63%	0.00%	-0.6%	Q4 2024
TPRTapestry, Inc.	$1.28M	1.61%	0.00%	-0.9%	Q4 2024
SCCOSouthern Copper Corp/	$1.19M	1.50%	0.00%	New	Q4 2025
GLWCorning Inc	$1.18M	1.48%	0.00%	-0.6%	Q3 2025
UALUnited Airlines Holdings, Inc.	$1.18M	1.48%	0.00%	-22.5%	Q4 2024
GMGeneral Motors Co	$1.15M	1.44%	0.00%	New	Q4 2025
CATCaterpillar Inc	$1.11M	1.40%	0.00%	New	Q4 2025
CHRWC. H. Robinson Worldwide, Inc.	$1.11M	1.39%	0.01%	+30.9%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.1M	1.37%	0.00%	+26.8%	Q4 2023
NVDANvidia Corp	$991K	1.24%	0.00%	-0.6%	Q2 2023
TKOTKO Group Holdings, Inc.	$991K	1.24%	Not reported	-25.0%	Q1 2025
JKHYJack Henry & Associates Inc	$937K	1.17%	0.01%	New	Q4 2025
EPAMEPAM Systems, Inc.	$935K	1.17%	0.01%	New	Q4 2025
FIXComfort Systems USA Inc	$902K	1.13%	0.00%	-0.8%	Q2 2025
RLRalph Lauren Corp	$901K	1.13%	Not reported	New	Q4 2025
CCitigroup Inc	$899K	1.13%	0.00%	-0.9%	Q3 2025
AMATApplied Materials Inc	$893K	1.12%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$891K	1.12%	0.00%	Not reported	Q3 2024
MUMicron Technology Inc	$876K	1.10%	0.00%	Not reported	Q2 2024
EXEEXPAND ENERGY Corp	$832K	1.04%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$763K	0.96%	0.00%	Not reported	Q1 2023
CWCurtiss Wright Corp	$758K	0.95%	0.00%	-0.9%	Q2 2025
AAPLApple Inc.	$750K	0.94%	0.00%	Not reported	Q2 2025
DALDelta Air Lines, Inc.	$749K	0.94%	0.00%	-0.8%	Q1 2024
WATWaters Corp	$745K	0.93%	0.00%	New	Q4 2025
BKRBaker Hughes Co	$728K	0.91%	0.00%	-29.6%	Q3 2025
FLEXFlex Ltd.	$691K	0.87%	0.00%	-0.9%	Q3 2025
DAYDayforce, Inc.	$664K	0.83%	0.01%	-0.9%	Q4 2024
NTRANatera, Inc.	$658K	0.83%	0.00%	Not reported	Q1 2025
AEPAmerican Electric Power Co Inc	$656K	0.82%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$655K	0.82%	0.00%	Not reported	Q2 2024
ETREntergy Corp	$640K	0.80%	0.00%	New	Q4 2025
ROSTRoss Stores, Inc.	$625K	0.78%	0.00%	New	Q4 2025
FICOFair Isaac Corp	$620K	0.78%	0.00%	Not reported	Q4 2023
PHMPultegroup Inc	$585K	0.73%	0.00%	-33.8%	Q3 2025
URIUnited Rentals, Inc.	$577K	0.72%	0.00%	-0.8%	Q3 2022
WELLWelltower Inc.	$571K	0.72%	0.00%	Not reported	Q1 2025
TMOThermo Fisher Scientific Inc.	$459K	0.58%	0.00%	Not reported	Q2 2024
NEMNEWMONT Corp	$393K	0.49%	0.00%	Not reported	Q1 2023
PHParker-Hannifin Corp	$388K	0.49%	0.00%	Not reported	Q2 2023
CMICummins Inc	$380K	0.48%	0.00%	Not reported	Q3 2025
KLACKla Corp	$298K	0.37%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$283K	0.36%	0.00%	Not reported	Q4 2023
VTRSViatris Inc	$277K	0.35%	0.00%	New	Q4 2025
CAHCardinal Health Inc	$272K	0.34%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 17, 202562 positions
SPYSPDR S&P 500 ETF Trust	$11.3M	10.90%	Not reported	-16.4%	Q2 2023
ANETArista Networks, Inc.	$1.65M	1.60%	0.00%	+12.4%	Q3 2023
UIUbiquiti Inc.	$1.5M	1.45%	0.00%	-8.9%	Q1 2025
GOOGLAlphabet Inc.	$1.44M	1.39%	0.00%	-18.0%	Q2 2024
AVGOBroadcom Inc.	$1.42M	1.37%	0.00%	-45.6%	Q3 2023
GEVGE Vernova Inc.	$1.41M	1.36%	0.00%	-16.5%	Q1 2025
APPAppLovin Corp	$1.36M	1.31%	0.00%	Not reported	Q4 2024
NETCloudflare, Inc.	$1.35M	1.30%	Not reported	-8.8%	Q1 2025
PEverpure, Inc.	$1.33M	1.28%	0.00%	-8.9%	Q2 2024
UALUnited Airlines Holdings, Inc.	$1.31M	1.27%	0.00%	+16.6%	Q4 2024
TKOTKO Group Holdings, Inc.	$1.25M	1.20%	Not reported	+20.4%	Q1 2025
EXPEExpedia Group, Inc.	$1.22M	1.18%	0.00%	+19.6%	Q1 2025
TPRTapestry, Inc.	$1.13M	1.09%	0.00%	-18.5%	Q4 2024
GLWCorning Inc	$1.1M	1.06%	0.00%	New	Q3 2025
BKRBaker Hughes Co	$1.09M	1.06%	0.00%	New	Q3 2025
WDCWestern Digital Corp	$1.03M	1.00%	0.00%	New	Q3 2025
BSVNBank7 Corp.	$1.03M	0.99%	0.14%	Not reported	Q1 2023
NVDANvidia Corp	$991K	0.96%	0.00%	-4.6%	Q2 2023
PHMPultegroup Inc	$989K	0.96%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$901K	0.87%	Not reported	-34.5%	Q4 2023
WSMWilliams Sonoma Inc	$878K	0.85%	0.00%	-8.9%	Q4 2024
FFIVF5, Inc.	$861K	0.83%	0.00%	-8.9%	Q4 2024
TOLToll Brothers, Inc.	$828K	0.80%	0.01%	New	Q3 2025
NOCNorthrop Grumman Corp	$794K	0.77%	0.00%	Not reported	Q4 2023
FIXComfort Systems USA Inc	$793K	0.77%	0.00%	-29.3%	Q2 2025
CCitigroup Inc	$785K	0.76%	0.00%	New	Q3 2025
FASTFastenal Co	$769K	0.74%	0.00%	Not reported	Q4 2023
CWCurtiss Wright Corp	$743K	0.72%	0.00%	-8.9%	Q2 2025
CGCarlyle Group Inc.	$734K	0.71%	0.00%	New	Q3 2025
TROWPrice T Rowe Group Inc	$714K	0.69%	0.00%	New	Q3 2025
BXBlackstone Inc.	$711K	0.69%	0.00%	Not reported	Q3 2023
ORCLOracle Corp	$704K	0.68%	0.00%	+133.6%	Q2 2025
CHRWC. H. Robinson Worldwide, Inc.	$692K	0.67%	0.00%	New	Q3 2025
URIUnited Rentals, Inc.	$680K	0.66%	0.00%	Not reported	Q3 2022
DAYDayforce, Inc.	$666K	0.64%	0.01%	Not reported	Q4 2024
XYZBlock, Inc.	$657K	0.63%	Not reported	Not reported	Q1 2024
ETEnergy Transfer LP	$657K	0.63%	0.00%	-8.9%	Q1 2025
FLEXFlex Ltd.	$655K	0.63%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$649K	0.63%	0.00%	Not reported	Q4 2023
DALDelta Air Lines, Inc.	$618K	0.60%	0.00%	Not reported	Q1 2024
NTRSNorthern Trust Corp	$581K	0.56%	0.00%	New	Q3 2025
CCLCarnival Corp Ltd.	$558K	0.54%	0.00%	New	Q3 2025
MUMicron Technology Inc	$501K	0.48%	0.00%	-56.9%	Q2 2024
TMOThermo Fisher Scientific Inc.	$382K	0.37%	0.00%	Not reported	Q2 2024
GRMNGarmin Ltd	$355K	0.34%	0.00%	Not reported	Q2 2024
HUBBHubbell Inc	$347K	0.34%	0.00%	New	Q3 2025
DASHDoorDash, Inc.	$344K	0.33%	Not reported	Not reported	Q3 2024
PHParker-Hannifin Corp	$331K	0.32%	0.00%	Not reported	Q2 2023
NEMNEWMONT Corp	$326K	0.31%	0.00%	Not reported	Q1 2023
ONCBeOne Medicines Ltd.	$321K	0.31%	0.00%	New	Q3 2025

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