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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 72 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SWKS SKYWORKS SOLUTIONS INC Technology 4,668.0 $317K 0.00% NEW $67.80 -1.4%
1422 DIHP DIMENSIONAL ETF TRUST 9,213.0 $314K 0.00% NEW $34.13 +4.5%
1423 ALGM ALLEGRO MICROSYSTEMS INC Technology 4,496.0 $313K 0.00% NEW $69.61 -48.8%
1424 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 3,591.0 $313K 0.00% NEW $87.09 -13.7%
1425 KTB KONTOOR BRANDS INC Consumer Cyclical 3,750.0 $313K 0.00% NEW $83.35 -0.1%
1426 UNF UNIFIRST CORP MASS Industrials 1,181.0 $312K 0.00% NEW $264.46 +10.3%
1427 PXH INVESCO EXCH TRADED FD TR II 11,158.0 $311K 0.00% NEW $27.88 +4.7%
1428 STN STANTEC INC Industrials 4,505.0 $310K 0.00% NEW $68.91 +7.7%
1429 MGV VANGUARD WORLD FD 1,898.0 $310K 0.00% NEW $163.45 +3.0%
1430 EXP EAGLE MATLS INC Basic Materials 1,375.0 $309K 0.00% NEW $225.03 -9.2%
1431 VRNS VARONIS SYS INC Technology 7,367.0 $309K 0.00% NEW $41.96 -2.2%
1432 SAIA SAIA INC Industrials 733.0 $309K 0.00% NEW $421.23 -17.0%
1433 HQY HEALTHEQUITY INC Healthcare 3,412.0 $308K 0.00% NEW $90.32 +16.7%
1434 REZI RESIDEO TECHNOLOGIES INC Industrials 9,897.0 $308K 0.00% NEW $31.10 -38.0%
1435 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,374.0 $308K 0.00% NEW $57.22 +13.7%
1436 ETH GRAYSCALE ETHEREUM STAKING Financial Services 20,459.0 $308K 0.00% NEW $15.03 +57.0%
1437 IGE ISHARES TR 5,453.0 $306K 0.00% NEW $56.18 +17.7%
1438 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 10,231.0 $304K 0.00% NEW $29.75 +17.6%
1439 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 7,691.0 $304K 0.00% NEW $39.57 +15.9%
1440 ACWV ISHARES INC 2,531.0 $304K 0.00% NEW $120.23 +6.0%
Page 72 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%