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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 66 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 DIOD DIODES INC Technology 3,585.0 $392K 0.00% NEW $109.44 -15.1%
1302 FESM FIDELITY COVINGTON TRUST 8,102.0 $391K 0.00% NEW $48.29 -1.1%
1303 MATX MATSON INC Industrials 2,027.0 $390K 0.00% NEW $192.23 +15.9%
1304 DRS LEONARDO DRS INC Industrials 9,108.0 $389K 0.00% NEW $42.67 -10.6%
1305 SITM SITIME CORP Technology 521.0 $388K 0.00% NEW $745.56 -20.3%
1306 G GENPACT LIMITED Technology 14,124.0 $388K 0.00% NEW $27.50 +35.5%
1307 OSCR OSCAR HEALTH INC Healthcare 13,606.0 $388K 0.00% NEW $28.52 +8.5%
1308 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,728.0 $388K 0.00% NEW $142.20 +9.1%
1309 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,354.0 $387K 0.00% NEW $52.65 +18.8%
1310 NWN NORTHWEST NAT HLDG CO Utilities 7,847.0 $385K 0.00% NEW $49.06 +1.8%
1311 HFSI HARTFORD FDS EXCHANGE TRADED 10,920.0 $384K 0.00% NEW $35.16 -0.1%
1312 INGERSOLL RAND INC 4,676.0 $383K 0.00% NEW $81.98
1313 SPHY SPDR SERIES TRUST 16,314.0 $382K 0.00% NEW $23.44 -0.3%
1314 UFPI UFP INDUSTRIES INC Basic Materials 4,214.0 $382K 0.00% NEW $90.74 -2.2%
1315 MRNA MODERNA INC Healthcare 5,447.0 $381K 0.00% NEW $70.03 +126.8%
1316 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,206.0 $381K 0.00% NEW $316.09 -10.9%
1317 NIO NIO INC Consumer Cyclical 75,311.0 $381K 0.00% NEW $5.06 -12.1%
1318 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 4,654.0 $379K 0.00% NEW $81.51 +9.0%
1319 SOMNIGROUP INTERNATIONAL INC 4,834.0 $379K 0.00% NEW $78.41
1320 SJM SMUCKER J M CO Consumer Defensive 3,358.0 $378K 0.00% NEW $112.51 +11.5%
Page 66 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%