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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 67 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 DBX DROPBOX INC Technology 13,753.0 $378K 0.00% NEW $27.47 +26.1%
1322 FLQL FRANKLIN TEMPLETON ETF TR 4,825.0 $378K 0.00% NEW $78.28 +0.4%
1323 NUVL NUVALENT INC Healthcare 3,053.0 $377K 0.00% NEW $123.48 +0.4%
1324 PENG PENGUIN SOLUTIONS INC Technology 4,935.0 $375K 0.00% NEW $76.01 -34.1%
1325 XVV ISHARES TR 6,602.0 $375K 0.00% NEW $56.79 +3.2%
1326 ETSY INC 4,972.0 $375K 0.00% NEW $75.34
1327 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,242.0 $374K 0.00% NEW $301.02 -20.7%
1328 SPIP SPDR SERIES TRUST 14,536.0 $373K 0.00% NEW $25.68 -1.8%
1329 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,852.0 $371K 0.00% NEW $76.42 -3.7%
1330 DRAM ROUNDHILL ETF TRUST 5,020.0 $371K 0.00% NEW $73.85 -24.2%
1331 QRVO QORVO INC Technology 3,963.0 $370K 0.00% NEW $93.26 +0.9%
1332 EPAM EPAM SYS INC Technology 4,649.0 $369K 0.00% NEW $79.35 +40.5%
1333 MWA MUELLER WTR PRODS INC Industrials 14,279.0 $369K 0.00% NEW $25.83 -3.7%
1334 IESC IES HOLDINGS INC Industrials 502.0 $369K 0.00% NEW $734.66 -57.7%
1335 DKNG DRAFTKINGS INC NEW Consumer Cyclical 14,594.0 $369K 0.00% NEW $25.26 +2.5%
1336 ULST SSGA ACTIVE ETF TR 9,113.0 $368K 0.00% NEW $40.42 -0.1%
1337 MXL MAXLINEAR INC Technology 2,872.0 $368K 0.00% NEW $128.03 -48.5%
1338 TME TENCENT MUSIC ENTMT GROUP Communication Services 43,985.0 $367K 0.00% NEW $8.35 +5.3%
1339 QTEC FIRST TR EXCHANGE-TRADED FD 1,091.0 $365K 0.00% NEW $334.67 -6.9%
1340 DBEM DBX ETF TR 8,890.0 $365K 0.00% NEW $41.07 -4.7%
Page 67 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%