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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 46 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MTZ MASTEC INC Industrials 1,957.0 $814K 0.01% NEW $416.06 -40.4%
902 HBAN HUNTINGTON BANCSHARES INC Financial Services 45,881.0 $813K 0.01% NEW $17.73 -5.0%
903 SMTC SEMTECH CORP Technology 5,021.0 $813K 0.01% NEW $161.85 -11.9%
904 PIPR PIPER SANDLER COMPANIES Financial Services 11,226.0 $812K 0.01% NEW $72.34 +4.1%
905 INCY INCYTE CORP Healthcare 7,156.0 $811K 0.01% NEW $113.37 +12.6%
906 HIMS HIMS & HERS HEALTH INC Healthcare 23,386.0 $811K 0.01% NEW $34.67 -12.0%
907 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 12,548.0 $809K 0.01% NEW $64.45 -0.3%
908 CGBL CAPITAL GROUP CORE BALANCED 20,924.0 $794K 0.01% NEW $37.96 +0.9%
909 EVR EVERCORE INC Financial Services 2,326.0 $794K 0.01% NEW $341.44 -14.9%
910 SIGI SELECTIVE INS GROUP INC Financial Services 8,180.0 $794K 0.01% NEW $97.01 -5.8%
911 MOOG INC 1,872.0 $794K 0.01% NEW $423.89
912 PRFZ INVESCO EXCHANGE TRADED FD T 14,216.0 $793K 0.01% NEW $55.77 -0.3%
913 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 10,924.0 $792K 0.01% NEW $72.51 +8.2%
914 JVAL J P MORGAN EXCHANGE TRADED F 13,462.0 $789K 0.01% NEW $58.64 +2.0%
915 UI UBIQUITI INC Technology 1,469.0 $785K 0.01% NEW $534.04 +10.1%
916 VDE VANGUARD WORLD FD 5,225.0 $784K 0.01% NEW $150.12 +16.0%
917 NTR NUTRIEN LTD Basic Materials 12,455.0 $784K 0.01% NEW $62.95 +15.1%
918 NTNX NUTANIX INC Technology 15,354.0 $782K 0.01% NEW $50.96 +37.8%
919 DOV DOVER CORP Industrials 3,488.0 $782K 0.01% NEW $224.26 -8.9%
920 JEMA J P MORGAN EXCHANGE TRADED F 12,227.0 $781K 0.01% NEW $63.88 -2.3%
Page 46 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%