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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 42 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MOD MODINE MFG CO Consumer Cyclical 3,543.0 $946K 0.01% NEW $267.02 -29.9%
822 VTRS VIATRIS INC Healthcare 59,464.0 $944K 0.01% NEW $15.88 +6.1%
823 CTRE CARETRUST REIT INC Real Estate 23,168.0 $935K 0.01% NEW $40.35 -1.0%
824 CCJ CAMECO CORP Energy 9,176.0 $935K 0.01% NEW $101.86 +5.4%
825 VIAV VIAVI SOLUTIONS INC Technology 19,549.0 $933K 0.01% NEW $47.75 -18.8%
826 NXST NEXSTAR MEDIA GROUP INC Communication Services 5,222.0 $933K 0.01% NEW $178.58 +3.9%
827 MOH MOLINA HEALTHCARE INC Healthcare 4,071.0 $931K 0.01% NEW $228.68 -11.5%
828 RDN RADIAN GROUP INC Financial Services 24,699.0 $930K 0.01% NEW $37.67 -2.3%
829 ANGLOGOLD ASHANTI PLC 11,500.0 $930K 0.01% NEW $80.89
830 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,439.0 $928K 0.01% NEW $380.44 -28.3%
831 STLD STEEL DYNAMICS INC Basic Materials 4,041.0 $927K 0.01% NEW $229.46 +2.8%
832 ET ENERGY TRANSFER L P Energy 48,300.0 $924K 0.01% NEW $19.12 +12.1%
833 HEFA ISHARES TR 19,593.0 $919K 0.01% NEW $46.92 +1.0%
834 RMBS RAMBUS INC DEL Technology 6,912.0 $917K 0.01% NEW $132.74 -32.2%
835 SF STIFEL FINL CORP Financial Services 13,115.0 $915K 0.01% NEW $69.77 +15.8%
836 ILMN ILLUMINA INC Healthcare 5,181.0 $911K 0.01% NEW $175.84 +27.9%
837 RHI ROBERT HALF INC. Industrials 29,556.0 $907K 0.01% NEW $30.70 +45.1%
838 ISHG ISHARES TR 12,210.0 $907K 0.01% NEW $74.25 +2.6%
839 KGC KINROSS GOLD CORP Basic Materials 38,314.0 $905K 0.01% NEW $23.62 +36.8%
840 TXT TEXTRON INC Industrials 9,865.0 $905K 0.01% NEW $91.73 -9.2%
Page 42 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%