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Portfolio (Quarterly) Guide ↗

Vise Technologies, Inc.

· CIK 0001812090
13F Portfolio $8.8B AUM 1,774 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1774 New
Page 32 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ON ON SEMICONDUCTOR CORP Technology 16,272.0 $1.5M 0.02% NEW $94.54 -22.4%
622 HYLB DBX ETF TR 41,892.0 $1.5M 0.02% NEW $36.52 -0.3%
623 PRI PRIMERICA INC Financial Services 5,365.0 $1.5M 0.02% NEW $284.23 +5.9%
624 DLR DIGITAL RLTY TR INC Real Estate 8,485.0 $1.5M 0.02% NEW $179.58 +7.1%
625 OC OWENS CORNING NEW Industrials 9,540.0 $1.5M 0.02% NEW $158.96 -7.8%
626 PAYX PAYCHEX INC Industrials 15,408.0 $1.5M 0.02% NEW $98.33 +27.2%
627 XSMO INVESCO EXCHANGE TRADED FD T 16,158.0 $1.5M 0.02% NEW $93.63 -8.7%
628 SPLV INVESCO EXCH TRADED FD TR II 20,162.0 $1.5M 0.02% NEW $74.90 +1.4%
629 FITB FIFTH THIRD BANCORP Financial Services 26,714.0 $1.5M 0.02% NEW $56.37 -2.1%
630 R RYDER SYS INC Industrials 5,693.0 $1.5M 0.02% NEW $263.76 -5.0%
631 KOMP SPDR SERIES TRUST 20,995.0 $1.5M 0.02% NEW $71.50 -4.6%
632 CINF CINCINNATI FINL CORP Financial Services 8,029.0 $1.5M 0.02% NEW $185.14 -6.8%
633 HCMT DIREXION SHARES ETF TRUST 35,420.0 $1.5M 0.02% NEW $41.94 -2.8%
634 MTB M & T BK CORP Financial Services 6,197.0 $1.5M 0.02% NEW $238.01 +1.5%
635 XLP SELECT SECTOR SPDR TR 17,739.0 $1.5M 0.02% NEW $83.07 +3.9%
636 GIS GENERAL MILLS INC Consumer Defensive 42,123.0 $1.5M 0.02% NEW $34.80 +15.5%
637 TOTALENERGIES SE 18,839.0 $1.5M 0.02% NEW $77.76
638 OMC OMNICOM GROUP INC Communication Services 20,017.0 $1.5M 0.02% NEW $72.83 +20.6%
639 JD JD.COM INC Consumer Cyclical 57,069.0 $1.5M 0.02% NEW $25.48 +13.1%
640 SPYG SPDR SERIES TRUST 12,209.0 $1.5M 0.02% NEW $118.99 +0.8%
Page 32 of 89  ·  1,774 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
Technology 31.0%
Financial Services 17.2%
Industrials 9.5%
Healthcare 9.3%
Communication Services 8.4%
Consumer Cyclical 6.6%
Consumer Defensive 6.3%
Energy 4.9%
Utilities 3.3%
Basic Materials 2.0%