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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 33 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SMH VANECK ETF TRUST 2,202.0 $1.4M 0.02% NEW $656.03 -15.3%
642 AJG GALLAGHER ARTHUR J & CO Financial Services 6,282.0 $1.4M 0.02% NEW $229.57 +15.4%
643 AMCOR PLC 33,058.0 $1.4M 0.02% NEW $43.35
644 BIIB BIOGEN INC Healthcare 6,627.0 $1.4M 0.02% NEW $216.05 +2.3%
645 FBCG FIDELITY COVINGTON TRUST 23,049.0 $1.4M 0.02% NEW $62.11 -1.1%
646 FELG FIDELITY COVINGTON TRUST 32,457.0 $1.4M 0.02% NEW $43.75 -0.2%
647 SANM SANMINA CORP Technology 5,603.0 $1.4M 0.02% NEW $253.08 -21.5%
648 URTY PROSHARES TR 16,200.0 $1.4M 0.02% NEW $87.34 -3.6%
649 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,655.0 $1.4M 0.02% NEW $249.98 -6.6%
650 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,186.0 $1.4M 0.02% NEW $271.94 -16.7%
651 LSTR LANDSTAR SYS INC Industrials 6,805.0 $1.4M 0.02% NEW $206.81 -12.2%
652 PNW PINNACLE WEST CAP CORP Utilities 13,120.0 $1.4M 0.02% NEW $107.00 -7.8%
653 DLN WISDOMTREE TR 14,554.0 $1.4M 0.02% NEW $96.32 +4.7%
654 TLT ISHARES TR 16,114.0 $1.4M 0.02% NEW $86.42 -3.6%
655 IVAL EA SERIES TRUST 40,838.0 $1.4M 0.02% NEW $34.07 +9.1%
656 YUM YUM BRANDS INC Consumer Cyclical 8,671.0 $1.4M 0.02% NEW $159.86 -3.4%
657 EVRG EVERGY INC Utilities 15,956.0 $1.4M 0.02% NEW $86.43 -4.9%
658 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,513.0 $1.4M 0.02% NEW $109.77 +0.5%
659 SNA SNAP ON INC Industrials 3,403.0 $1.4M 0.02% NEW $402.40 -1.2%
660 CNC CENTENE CORP DEL Healthcare 21,328.0 $1.4M 0.02% NEW $64.19 +2.0%
Page 33 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%