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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 55 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CBRE CBRE GROUP INC Real Estate 4,266.0 $575K 0.01% NEW $134.68 +11.6%
1082 KEP KOREA ELEC PWR CORP Utilities 47,192.0 $571K 0.01% NEW $12.10 +1.2%
1083 RMD RESMED INC Healthcare 2,929.0 $571K 0.01% NEW $194.86 +21.0%
1084 TS TENARIS S A Energy 10,283.0 $571K 0.01% NEW $55.49 -2.9%
1085 TNET TRINET GROUP INC Industrials 11,461.0 $567K 0.01% NEW $49.49 +42.3%
1086 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,360.0 $566K 0.01% NEW $168.53 -7.1%
1087 EHC ENCOMPASS HEALTH CORP Healthcare 5,573.0 $563K 0.01% NEW $101.07 +19.5%
1088 PUK PRUDENTIAL PLC Financial Services 20,951.0 $562K 0.01% NEW $26.81 +5.6%
1089 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,325.0 $560K 0.01% NEW $240.99 +3.4%
1090 ZS ZSCALER INC Technology 3,965.0 $560K 0.01% NEW $141.15 +20.7%
1091 GRMN GARMIN LTD Technology 2,347.0 $557K 0.01% NEW $237.51 +21.7%
1092 XPO XPO INC Industrials 2,711.0 $557K 0.01% NEW $205.31 -6.3%
1093 MKL MARKEL GROUP INC Financial Services 285.0 $556K 0.01% NEW $1952.19 -7.0%
1094 GDS GDS HLDGS LTD Technology 18,481.0 $555K 0.01% NEW $30.03 +8.4%
1095 EVEREST GROUP LTD 1,552.0 $555K 0.01% NEW $357.31
1096 PAGP PLAINS GP HLDGS L P Energy 22,843.0 $554K 0.01% NEW $24.27 +15.9%
1097 RODM LATTICE STRATEGIES TR 13,651.0 $552K 0.01% NEW $40.41 +4.5%
1098 FIRST TR EXCH TRADED FD III 7,456.0 $550K 0.01% NEW $73.80
1099 VTR VENTAS INC Real Estate 6,194.0 $550K 0.01% NEW $88.79 +5.3%
1100 ESGV VANGUARD WORLD FD 4,148.0 $549K 0.01% NEW $132.25 +2.6%
Page 55 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%