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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 40 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ULTA ULTA BEAUTY INC Consumer Cyclical 2,292.0 $1.0M 0.01% NEW $450.91 +18.1%
782 COMB GRANITESHARES ETF TR 42,753.0 $1.0M 0.01% NEW $24.08 +13.7%
783 AIRR FIRST TR EXCHANGE TRADED FD 7,682.0 $1.0M 0.01% NEW $133.25 -15.5%
784 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 7,994.0 $1.0M 0.01% NEW $127.90 -5.2%
785 MSCI MSCI INC Financial Services 1,825.0 $1.0M 0.01% NEW $559.90 +1.3%
786 LPLA LPL FINL HLDGS INC Financial Services 3,626.0 $1.0M 0.01% NEW $281.71 +28.4%
787 GDX VANECK ETF TRUST 13,514.0 $1.0M 0.01% NEW $75.45 +37.4%
788 BBJP J P MORGAN EXCHANGE TRADED F 13,498.0 $1.0M 0.01% NEW $75.31 +2.7%
789 NKE NIKE INC Consumer Cyclical 24,733.0 $1.0M 0.01% NEW $41.05 -6.6%
790 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,115.0 $1.0M 0.01% NEW $31.61 +10.2%
791 DFGR DIMENSIONAL ETF TRUST 35,003.0 $1.0M 0.01% NEW $28.97 +1.3%
792 SUSL ISHARES TR 7,635.0 $1.0M 0.01% NEW $132.76 +4.5%
793 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 19,742.0 $1.0M 0.01% NEW $51.05 +37.1%
794 WF WOORI FINL GROUP INC Financial Services 17,548.0 $1.0M 0.01% NEW $57.40 +24.5%
795 AFRM AFFIRM HLDGS INC Technology 12,319.0 $1.0M 0.01% NEW $81.55 -5.7%
796 VLUE ISHARES TR 5,024.0 $1.0M 0.01% NEW $199.80 +0.5%
797 LEN LENNAR CORP Consumer Cyclical 11,083.0 $1.0M 0.01% NEW $90.49 -5.5%
798 TILT FLEXSHARES TR 3,606.0 $996K 0.01% NEW $276.07 +3.2%
799 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 19,892.0 $994K 0.01% NEW $49.98 +6.4%
800 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 14,247.0 $994K 0.01% NEW $69.74 -13.1%
Page 40 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%