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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 65 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 WAT WATERS CORP Healthcare 1,097.0 $411K 0.01% NEW $375.11 +10.5%
1282 LMB LIMBACH HLDGS INC Industrials 5,337.0 $411K 0.01% NEW $77.00 -45.6%
1283 MTW MANITOWOC CO INC Industrials 29,441.0 $409K 0.01% NEW $13.89 +40.2%
1284 BZ KANZHUN LIMITED Industrials 31,747.0 $409K 0.01% NEW $12.87 +26.6%
1285 CGCB CAPITAL GRP FIXED INCM ETF T 15,578.0 $408K 0.01% NEW $26.18 -0.6%
1286 CGNX COGNEX CORP Technology 5,630.0 $408K 0.01% NEW $72.42 -17.4%
1287 ERIE ERIE INDTY CO Financial Services 1,698.0 $407K 0.01% NEW $239.75 +7.6%
1288 VMI VALMONT INDS INC Industrials 699.0 $404K 0.01% NEW $577.87 -18.2%
1289 RDW REDWIRE CORPORATION Industrials 32,910.0 $402K 0.01% NEW $12.23 -6.1%
1290 ROG ROGERS CORP Technology 2,458.0 $402K 0.01% NEW $163.73 -23.8%
1291 QTUM ETF SER SOLUTIONS 2,432.0 $402K 0.01% NEW $165.38 -10.0%
1292 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 33,334.0 $402K 0.01% NEW $12.06 -6.6%
1293 MTDR MATADOR RES CO Energy 8,071.0 $402K 0.01% NEW $49.78 +11.6%
1294 MINT PIMCO ETF TR 3,978.0 $401K 0.01% NEW $100.81 -0.1%
1295 ST SENSATA TECHNOLOGIES HLDG PL Technology 8,387.0 $400K 0.01% NEW $47.74 -11.7%
1296 FTXL FIRST TR EXCHANGE TRADED FD 1,402.0 $400K 0.01% NEW $285.01 -21.8%
1297 CGDG CAPITAL GROUP DIVIDEND GROWE 10,617.0 $398K 0.01% NEW $37.51 +3.9%
1298 RJF RAYMOND JAMES FINL INC Financial Services 2,598.0 $395K 0.00% NEW $152.05 +14.9%
1299 EL LAUDER ESTEE COS INC Consumer Defensive 4,989.0 $394K 0.00% NEW $78.94 +32.8%
1300 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,180.0 $393K 0.00% NEW $123.44 -4.6%
Page 65 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%