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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 51 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DDS DILLARDS INC Consumer Cyclical 1,260.0 $666K 0.01% NEW $528.36 +19.4%
1002 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,448.0 $665K 0.01% NEW $459.01 +14.8%
1003 CX CEMEX SA EURO MTN BE 144A Basic Materials 55,352.0 $664K 0.01% NEW $12.00 -9.3%
1004 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,132.0 $661K 0.01% NEW $107.78 +4.1%
1005 IDCC INTERDIGITAL INC Technology 2,327.0 $659K 0.01% NEW $283.19 +18.4%
1006 NFG NATIONAL FUEL GAS CO Energy 8,531.0 $659K 0.01% NEW $77.21 +7.7%
1007 OII OCEANEERING INTL INC Energy 16,231.0 $658K 0.01% NEW $40.52 +25.4%
1008 KRYS KRYSTAL BIOTECH INC Healthcare 1,762.0 $655K 0.01% NEW $371.67 -4.1%
1009 NMIH NMI HLDGS INC Financial Services 15,924.0 $654K 0.01% NEW $41.09 +9.4%
1010 FEDERATED HERMES INC 11,830.0 $653K 0.01% NEW $55.22
1011 W WAYFAIR INC Consumer Cyclical 7,064.0 $653K 0.01% NEW $92.41 +14.8%
1012 SLQD ISHARES TR 12,918.0 $651K 0.01% NEW $50.37 -0.3%
1013 WBS WEBSTER FINL CORP Financial Services 8,514.0 $651K 0.01% NEW $76.42 +1.5%
1014 GPIX GOLDMAN SACHS ETF TR 11,670.0 $648K 0.01% NEW $55.57 +1.4%
1015 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,662.0 $648K 0.01% NEW $84.58 -2.8%
1016 THOMSON REUTERS CORP 7,913.0 $646K 0.01% NEW $81.67
1017 CHE CHEMED CORP NEW Healthcare 1,386.0 $646K 0.01% NEW $465.75 +12.4%
1018 SHYG ISHARES TR 15,195.0 $644K 0.01% NEW $42.41 -0.2%
1019 SPGP INVESCO EXCHANGE TRADED FD T 5,266.0 $644K 0.01% NEW $122.28 +4.2%
1020 COIN COINBASE GLOBAL INC Financial Services 4,386.0 $641K 0.01% NEW $146.20 +30.5%
Page 51 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%