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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 44 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ONEV SPDR SERIES TRUST 6,140.0 $878K 0.01% NEW $143.07 +6.0%
862 GEM GOLDMAN SACHS ETF TR 16,876.0 $878K 0.01% NEW $52.00 -1.4%
863 EXPD EXPEDITORS INTL WASH INC Industrials 5,381.0 $877K 0.01% NEW $162.99 +16.7%
864 BRO BROWN & BROWN INC Financial Services 13,539.0 $869K 0.01% NEW $64.15 +13.4%
865 TLTD FLEXSHARES TR 8,805.0 $864K 0.01% NEW $98.08 +7.0%
866 ENS ENERSYS Industrials 3,692.0 $863K 0.01% NEW $233.82 -17.5%
867 VMC VULCAN MATLS CO Basic Materials 2,914.0 $860K 0.01% NEW $295.00 -7.2%
868 TEX TEREX CORP NEW Industrials 11,859.0 $858K 0.01% NEW $72.39 -9.7%
869 JPIN J P MORGAN EXCHANGE TRADED F 11,867.0 $858K 0.01% NEW $72.31 +7.0%
870 EXEL EXELIXIS INC Healthcare 15,708.0 $855K 0.01% NEW $54.41 +3.1%
871 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,938.0 $853K 0.01% NEW $216.62 -7.9%
872 FNDA SCHWAB STRATEGIC TR 22,330.0 $850K 0.01% NEW $38.06 -1.1%
873 THC TENET HEALTHCARE CORP Healthcare 4,533.0 $848K 0.01% NEW $187.07 +46.6%
874 VTIP VANGUARD MALVERN FDS 16,838.0 $846K 0.01% NEW $50.23 -0.8%
875 AAL AMERICAN AIRLINES GROUP INC Industrials 46,716.0 $844K 0.01% NEW $18.07 -23.4%
876 POWL POWELL INDS INC Industrials 2,944.0 $843K 0.01% NEW $286.32 -33.0%
877 OGS ONE GAS INC Utilities 10,933.0 $843K 0.01% NEW $77.07 +5.2%
878 VSAT VIASAT INC Technology 9,347.0 $839K 0.01% NEW $89.81 -20.4%
879 ZION ZIONS BANCORPORATION NATL AS Financial Services 12,127.0 $839K 0.01% NEW $69.19 -1.3%
880 GLOF ISHARES TR 14,258.0 $839K 0.01% NEW $58.81 +4.1%
Page 44 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%