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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 71 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 VICR VICOR CORP Technology 859.0 $326K 0.00% NEW $379.78 -50.0%
1402 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,981.0 $326K 0.00% NEW $40.87 +19.7%
1403 MOS MOSAIC CO Basic Materials 15,387.0 $326K 0.00% NEW $21.19 +13.3%
1404 ITGR INTEGER HLDGS CORP Healthcare 3,488.0 $326K 0.00% NEW $93.45 +33.8%
1405 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,630.0 $326K 0.00% NEW $37.76 +17.4%
1406 POOL POOL CORP Industrials 1,513.0 $325K 0.00% NEW $214.90 -12.4%
1407 BWXT BWX TECHNOLOGIES INC Industrials 1,666.0 $324K 0.00% NEW $194.66 -23.2%
1408 SE SEA LTD Consumer Cyclical 3,382.0 $324K 0.00% NEW $95.84 +20.7%
1409 UMBF UMB FINL CORP Financial Services 2,269.0 $324K 0.00% NEW $142.74 +0.9%
1410 DCI DONALDSON INC Industrials 3,596.0 $323K 0.00% NEW $89.78 +3.0%
1411 OSK OSHKOSH CORP Industrials 2,103.0 $323K 0.00% NEW $153.48 +1.9%
1412 REGCO REGENCY CTRS CORP 4,031.0 $321K 0.00% NEW $79.74
1413 VSGX VANGUARD WORLD FD 3,895.0 $321K 0.00% NEW $82.34 +0.7%
1414 CFR CULLEN FROST BANKERS INC Financial Services 2,075.0 $321K 0.00% NEW $154.52 +6.4%
1415 TNK TEEKAY TANKERS LTD Energy 4,929.0 $320K 0.00% NEW $64.87 +41.8%
1416 VIKING HOLDINGS LTD 3,053.0 $320K 0.00% NEW $104.67
1417 MSM MSC INDL DIRECT INC Industrials 2,684.0 $319K 0.00% NEW $118.95 +0.3%
1418 DXCM DEXCOM INC Healthcare 4,718.0 $318K 0.00% NEW $67.35 +35.2%
1419 BCO BRINKS CO Industrials 3,360.0 $317K 0.00% NEW $94.49 +19.4%
1420 HMOP HARTFORD FDS EXCHANGE TRADED 8,097.0 $317K 0.00% NEW $39.15 -1.3%
Page 71 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%