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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 70 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 QGRW WISDOMTREE TR 5,075.0 $335K 0.00% NEW $66.03 +1.3%
1382 PHIN PHINIA INC Consumer Cyclical 4,064.0 $335K 0.00% NEW $82.38 -12.9%
1383 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,149.0 $335K 0.00% NEW $291.17 -10.3%
1384 PB PROSPERITY BANCSHARES INC Financial Services 4,555.0 $333K 0.00% NEW $73.02 -0.8%
1385 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,517.0 $331K 0.00% NEW $131.61 -6.2%
1386 PLXS PLEXUS CORP Technology 1,101.0 $331K 0.00% NEW $300.67 -20.7%
1387 ZG ZILLOW GROUP INC 10,548.0 $331K 0.00% NEW $31.37
1388 IDT IDT CORP Communication Services 5,685.0 $331K 0.00% NEW $58.16 +17.6%
1389 NPO ENPRO INC Industrials 874.0 $329K 0.00% NEW $376.93 -19.4%
1390 WSBC WESBANCO INC Financial Services 8,435.0 $329K 0.00% NEW $39.03 +3.7%
1391 HEI HEICO CORP NEW Industrials 924.0 $329K 0.00% NEW $356.20 -1.1%
1392 PTEN PATTERSON-UTI ENERGY INC Energy 35,824.0 $329K 0.00% NEW $9.18 +25.5%
1393 EMOP AB ACTIVE ETFS INC 6,278.0 $328K 0.00% NEW $52.23 -3.0%
1394 EAT BRINKER INTL INC Consumer Cyclical 1,949.0 $327K 0.00% NEW $168.01 +48.3%
1395 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 3,815.0 $327K 0.00% NEW $85.81 -16.2%
1396 OWL BLUE OWL CAPITAL INC Financial Services 37,403.0 $327K 0.00% NEW $8.75 +33.3%
1397 AMERICA MOVIL SAB DE CV 12,584.0 $327K 0.00% NEW $25.99
1398 SIRI SIRIUSXM HOLDINGS INC Communication Services 11,064.0 $327K 0.00% NEW $29.54 -1.9%
1399 INNOVATOR ETFS TRUST 10,766.0 $327K 0.00% NEW $30.34
1400 BEONE MEDICINES LTD 1,145.0 $326K 0.00% NEW $285.01
Page 70 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%