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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 68 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 PD PAGERDUTY INC Technology 37,811.0 $365K 0.00% NEW $9.65 +25.4%
1342 MANH MANHATTAN ASSOCIATES INC Technology 2,619.0 $365K 0.00% NEW $139.25 +52.5%
1343 PJT PJT PARTNERS INC Financial Services 2,412.0 $364K 0.00% NEW $150.96 +16.2%
1344 OUSA ALPS ETF TR 6,232.0 $364K 0.00% NEW $58.33 +7.5%
1345 TSN TYSON FOODS INC Consumer Defensive 6,336.0 $363K 0.00% NEW $57.25 -0.1%
1346 SR SPIRE INC Utilities 4,641.0 $362K 0.00% NEW $78.09 +6.4%
1347 XT ISHARES TR 4,385.0 $362K 0.00% NEW $82.64 -0.1%
1348 AAOI APPLIED OPTOELECTRONICS INC Technology 2,433.0 $360K 0.00% NEW $148.16 -24.3%
1349 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,032.0 $360K 0.00% NEW $71.63 -1.0%
1350 MAN MANPOWERGROUP INC WIS Industrials 10,668.0 $360K 0.00% NEW $33.77 +83.0%
1351 GAP GAP INC Consumer Cyclical 19,246.0 $360K 0.00% NEW $18.68 +7.6%
1352 ESE ESCO TECHNOLOGIES INC Technology 1,027.0 $360K 0.00% NEW $350.05 -20.8%
1353 VLYPN VALLEY NATL BANCORP 24,458.0 $358K 0.00% NEW $14.65
1354 VCR VANGUARD WORLD FD 899.0 $357K 0.00% NEW $396.68 +0.0%
1355 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,561.0 $354K 0.00% NEW $226.84 -44.8%
1356 COOPER COS INC 4,935.0 $354K 0.00% NEW $71.71
1357 HUBS HUBSPOT INC Technology 1,933.0 $353K 0.00% NEW $182.48 +29.6%
1358 PBA PEMBINA PIPELINE CORP Energy 7,610.0 $352K 0.00% NEW $46.25 +4.8%
1359 AMSF AMERISAFE INC Financial Services 10,375.0 $351K 0.00% NEW $33.83 -22.6%
1360 CIFR CIPHER DIGITAL INC Financial Services 14,213.0 $348K 0.00% NEW $24.50 -33.3%
Page 68 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%