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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 7 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DELL DELL TECHNOLOGIES INC Technology 32,370.0 $14.0M 0.16% NEW $431.46 +0.4%
122 SNDK SANDISK CORP Technology 6,102.0 $13.9M 0.16% NEW $2273.69 -34.3%
123 T AT&T INC Communication Services 668,719.0 $13.8M 0.16% NEW $20.70 +24.1%
124 C CITIGROUP INC Financial Services 98,629.0 $13.8M 0.16% NEW $139.96 -5.9%
125 VO VANGUARD INDEX FDS 169,118.0 $13.6M 0.15% NEW $80.57 +2.8%
126 MUNI PIMCO ETF TR 251,564.0 $13.2M 0.15% NEW $52.60 -1.6%
127 CMI CUMMINS INC Industrials 18,171.0 $13.0M 0.15% NEW $713.21 -19.9%
128 DUK DUKE ENERGY CORP NEW Utilities 100,970.0 $12.8M 0.14% NEW $126.58 -3.6%
129 ETN EATON CORP PLC Industrials 29,330.0 $12.5M 0.14% NEW $426.12 -4.1%
130 USVM VICTORY PORTFOLIOS II 113,671.0 $12.5M 0.14% NEW $109.83 -0.1%
131 AAEQ EA SERIES TRUST 233,703.0 $12.4M 0.14% NEW $53.19 +2.3%
132 URI UNITED RENTALS INC Industrials 10,820.0 $12.3M 0.14% NEW $1132.86 -4.4%
133 BLK BLACKROCK INC Financial Services 12,720.0 $12.2M 0.14% NEW $961.57 +21.9%
134 VTWO VANGUARD SCOTTSDALE FDS 99,914.0 $12.1M 0.14% NEW $121.42 -0.8%
135 RDVY FIRST TR EXCHANGE TRADED FD 148,203.0 $12.0M 0.14% NEW $81.06 +1.6%
136 BLCR BLACKROCK ETF TRUST 228,141.0 $11.5M 0.13% NEW $50.37 -3.0%
137 VYM VANGUARD WHITEHALL FDS 71,958.0 $11.4M 0.13% NEW $158.03 +4.5%
138 EMB ISHARES TR 116,936.0 $11.3M 0.13% NEW $96.44 -1.6%
139 IWB ISHARES TR 27,538.0 $11.3M 0.13% NEW $409.50 +2.2%
140 SCHF SCHWAB STRATEGIC TR 404,364.0 $11.2M 0.13% NEW $27.70 +2.2%
Page 7 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%