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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 45 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LAD LITHIA MTRS INC Consumer Cyclical 2,886.0 $838K 0.01% NEW $290.49 +27.4%
882 PHG KONINKLIJKE PHILIPS N V Healthcare 30,820.0 $838K 0.01% NEW $27.19 -0.7%
883 SSD SIMPSON MFG INC Industrials 3,999.0 $837K 0.01% NEW $209.34 -11.7%
884 MTCH MATCH GROUP INC NEW Communication Services 21,998.0 $837K 0.01% NEW $38.05 +10.6%
885 ENVA ENOVA INTL INC Financial Services 3,476.0 $837K 0.01% NEW $240.73 -1.7%
886 NJR NEW JERSEY RES CORP Utilities 14,914.0 $836K 0.01% NEW $56.04 -2.8%
887 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,568.0 $835K 0.01% NEW $87.22 +7.0%
888 RB GLOBAL INC 7,160.0 $834K 0.01% NEW $116.45
889 JGRO J P MORGAN EXCHANGE TRADED F 8,457.0 $834K 0.01% NEW $98.59 -5.0%
890 OGE OGE ENERGY CORP Utilities 17,104.0 $832K 0.01% NEW $48.66 -4.3%
891 MCHP MICROCHIP TECHNOLOGY INC. Technology 9,100.0 $830K 0.01% NEW $91.20 -18.8%
892 FELE FRANKLIN ELEC INC Industrials 7,729.0 $828K 0.01% NEW $107.19 -4.3%
893 PBR PETROLEO BRASILEIRO S A Energy 51,175.0 $827K 0.01% NEW $16.16 +9.9%
894 PDD PDD HOLDINGS INC Consumer Cyclical 10,791.0 $823K 0.01% NEW $76.28 +13.7%
895 SRE SEMPRA Utilities 8,869.0 $822K 0.01% NEW $92.71 -8.0%
896 DMXF ISHARES TR 9,682.0 $819K 0.01% NEW $84.60 +3.0%
897 FICO FAIR ISAAC CORP Technology 685.0 $818K 0.01% NEW $1194.43 -5.1%
898 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 9,794.0 $818K 0.01% NEW $83.48 +9.6%
899 TSEM TOWER SEMICONDUCTOR LTD Technology 3,133.0 $817K 0.01% NEW $260.64 -15.1%
900 CORT CORCEPT THERAPEUTICS INC Healthcare 9,366.0 $814K 0.01% NEW $86.95 +37.8%
Page 45 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%