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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 63 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,685.0 $440K 0.01% NEW $261.30 +32.7%
1242 AMH AMERICAN HOMES 4 RENT Real Estate 13,107.0 $439K 0.01% NEW $33.52 +3.1%
1243 HUBB HUBBELL INC Industrials 840.0 $439K 0.01% NEW $522.93 -11.2%
1244 MOO VANECK ETF TRUST 5,521.0 $437K 0.01% NEW $79.20 +7.3%
1245 VHT VANGUARD WORLD FD 1,462.0 $437K 0.01% NEW $299.00 +10.0%
1246 PLPC PREFORMED LINE PRODS CO Industrials 1,063.0 $436K 0.01% NEW $410.56 +0.6%
1247 IDU ISHARES TR 3,805.0 $436K 0.01% NEW $114.61 -4.0%
1248 JHG JANUS HENDERSON GROUP PLC Financial Services 8,390.0 $436K 0.01% NEW $51.95 -0.0%
1249 CWEN CLEARWAY ENERGY INC Utilities 12,720.0 $435K 0.01% NEW $34.18 -4.9%
1250 BRKR BRUKER CORP Healthcare 7,204.0 $434K 0.01% NEW $60.18 -5.5%
1251 SCHQ SCHWAB STRATEGIC TR 13,837.0 $433K 0.01% NEW $31.30 -2.9%
1252 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,911.0 $433K 0.01% NEW $148.71 +18.2%
1253 CGHM CAPITAL GRP FIXED INCM ETF T 16,697.0 $432K 0.01% NEW $25.85 -1.6%
1254 NU NU HLDGS LTD Financial Services 32,200.0 $430K 0.01% NEW $13.36 +13.3%
1255 PARNASSUS INCOME FDS 13,084.0 $430K 0.01% NEW $32.87
1256 DTM DT MIDSTREAM INC Energy 2,923.0 $429K 0.01% NEW $146.76 -13.6%
1257 CDE COEUR MNG INC Basic Materials 26,203.0 $428K 0.01% NEW $16.32 +32.3%
1258 INFQ INFLEQTION INC Technology 32,099.0 $428K 0.01% NEW $13.32 +3.8%
1259 J JACOBS SOLUTIONS INC Industrials 3,392.0 $427K 0.01% NEW $125.99 +19.7%
1260 BALT INNOVATOR ETFS TRUST 12,459.0 $427K 0.01% NEW $34.27 +1.3%
Page 63 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%