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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 69 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 IYG ISHARES TR 3,849.0 $348K 0.00% NEW $90.46 +8.1%
1362 BLUEROCK PVT REAL ESTATE FD 26,697.0 $347K 0.00% NEW $13.01
1363 AX AXOS FINANCIAL INC Financial Services 3,544.0 $345K 0.00% NEW $97.39 +0.1%
1364 GHM GRAHAM CORP Industrials 2,783.0 $345K 0.00% NEW $123.79 -21.7%
1365 CPNG COUPANG INC Consumer Cyclical 19,797.0 $344K 0.00% NEW $17.37 -5.3%
1366 STE STERIS PLC Healthcare 1,632.0 $344K 0.00% NEW $210.62 +12.0%
1367 CPRT COPART INC Industrials 12,183.0 $343K 0.00% NEW $28.19 +17.6%
1368 XOP SPDR SERIES TRUST 2,226.0 $343K 0.00% NEW $154.27 +19.3%
1369 PLMR PALOMAR HLDGS INC Financial Services 2,716.0 $343K 0.00% NEW $126.39 +3.5%
1370 BCE BCE INC Communication Services 15,926.0 $343K 0.00% NEW $21.51 +9.5%
1371 MYRG MYR GROUP INC Industrials 682.0 $341K 0.00% NEW $500.40 -39.8%
1372 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,907.0 $341K 0.00% NEW $178.90 +22.4%
1373 CCC CCC INTELLIGENT SOLUTIONS HL Technology 65,991.0 $341K 0.00% NEW $5.16 +44.3%
1374 CVBF CVB FINL CORP Financial Services 15,068.0 $340K 0.00% NEW $22.55 -0.9%
1375 EXPAND ENERGY CORPORATION 3,716.0 $339K 0.00% NEW $91.20
1376 STRT STRATTEC SEC CORP Consumer Cyclical 4,157.0 $339K 0.00% NEW $81.45 -4.2%
1377 TREX TREX INC Industrials 6,754.0 $338K 0.00% NEW $50.04 -5.7%
1378 EUFN ISHARES TR 8,667.0 $338K 0.00% NEW $38.99 +9.0%
1379 HYMB SPDR SERIES TRUST 13,256.0 $337K 0.00% NEW $25.44 -2.3%
1380 EXR EXTRA SPACE STORAGE INC Real Estate 2,310.0 $336K 0.00% NEW $145.33 -0.3%
Page 69 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%