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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 5 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PBFR PGIM ROCK ETF TR 648,381.0 $19.9M 0.23% NEW $30.64 +1.5%
82 FLEX FLEX LTD Technology 119,304.0 $19.3M 0.22% NEW $162.07 -33.8%
83 FMHI FIRST TR EXCH TRADED FD III 398,018.0 $19.3M 0.22% NEW $48.49 -2.4%
84 DFAC DIMENSIONAL ETF TRUST 434,973.0 $19.3M 0.22% NEW $44.36 +2.5%
85 KLAC KLA CORP Technology 63,745.0 $19.2M 0.22% NEW $301.71 -39.5%
86 GE GE AEROSPACE Industrials 51,314.0 $19.2M 0.22% NEW $373.73 -8.6%
87 CLS CELESTICA INC Technology 52,378.0 $19.1M 0.22% NEW $364.80 -19.2%
88 EFV ISHARES TR 246,568.0 $18.9M 0.21% NEW $76.55 +7.4%
89 TLH ISHARES TR 186,292.0 $18.7M 0.21% NEW $100.35 -3.2%
90 LMUB ISHARES TR 356,058.0 $18.2M 0.21% NEW $51.22 -3.4%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 64,406.0 $18.1M 0.20% NEW $281.21 -17.4%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 422,148.0 $17.9M 0.20% NEW $42.34 +18.5%
93 IALT BLACKROCK ETF TRUST 632,999.0 $17.8M 0.20% NEW $28.05 +3.1%
94 WELL WELLTOWER INC Real Estate 78,142.0 $17.7M 0.20% NEW $226.97 +5.6%
95 SHLD GLOBAL X FDS 295,524.0 $17.6M 0.20% NEW $59.71 +10.5%
96 GEV GE VERNOVA INC Utilities 14,846.0 $17.4M 0.20% NEW $1174.88 -20.0%
97 TJX TJX COS INC NEW Consumer Cyclical 114,706.0 $17.4M 0.20% NEW $151.50 -7.5%
98 LRGF ISHARES TR 229,518.0 $17.4M 0.20% NEW $75.63 +3.0%
99 UNH UNITEDHEALTH GROUP INC Healthcare 41,380.0 $17.2M 0.20% NEW $415.63 -4.2%
100 PG PROCTER & GAMBLE CO Consumer Defensive 114,399.0 $16.8M 0.19% NEW $146.64 -0.3%
Page 5 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%