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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 56 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PODD INSULET CORP Healthcare 3,600.0 $548K 0.01% NEW $152.26 -5.8%
1102 NDSN NORDSON CORP Industrials 1,816.0 $548K 0.01% NEW $301.69 +10.9%
1103 DVA DAVITA INC Healthcare 2,462.0 $548K 0.01% NEW $222.48 -19.1%
1104 CRL CHARLES RIV LABS INTL INC Healthcare 2,411.0 $547K 0.01% NEW $226.77 +30.1%
1105 RTO RENTOKIL INITIAL PLC Industrials 19,069.0 $546K 0.01% NEW $28.61 -18.1%
1106 ARMK ARAMARK Industrials 9,569.0 $544K 0.01% NEW $56.90 +4.6%
1107 TDY TELEDYNE TECHNOLOGIES INC Technology 816.0 $544K 0.01% NEW $666.68 -5.0%
1108 BKCH GLOBAL X FDS 7,265.0 $544K 0.01% NEW $74.85 -5.6%
1109 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,814.0 $544K 0.01% NEW $193.21 +5.5%
1110 LIBERTY MEDIA CORP DEL 5,686.0 $541K 0.01% NEW $95.14
1111 CLX CLOROX CO DEL Consumer Defensive 5,655.0 $540K 0.01% NEW $95.45 +9.2%
1112 TTC TORO CO Industrials 5,533.0 $539K 0.01% NEW $97.42 +3.0%
1113 BUNGE GLOBAL SA 5,022.0 $536K 0.01% NEW $106.73
1114 GIB CGI INC Technology 8,287.0 $535K 0.01% NEW $64.57 +13.4%
1115 TRNO TERRENO RLTY CORP Real Estate 8,196.0 $531K 0.01% NEW $64.77 +4.3%
1116 MLN VANECK ETF TRUST 29,853.0 $531K 0.01% NEW $17.78 -2.5%
1117 VLTO VERALTO CORP Industrials 5,983.0 $531K 0.01% NEW $88.69 +11.3%
1118 VPL VANGUARD INTL EQUITY INDEX F 4,573.0 $529K 0.01% NEW $115.69 -0.4%
1119 FIRST TR EXCHNG TRADED FD VI 19,044.0 $529K 0.01% NEW $27.77
1120 TKO TKO GROUP HOLDINGS INC Communication Services 2,627.0 $529K 0.01% NEW $201.28 -6.6%
Page 56 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%