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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 79 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,141.0 $245K 0.00% NEW $47.68 -2.3%
1562 IBDV ISHARES TR 11,221.0 $245K 0.00% NEW $21.80 -0.8%
1563 PECO PHILLIPS EDISON & CO INC Real Estate 5,872.0 $244K 0.00% NEW $41.62 -4.8%
1564 SMURFIT WESTROCK PLC 5,276.0 $244K 0.00% NEW $46.26
1565 MHK MOHAWK INDS INC Consumer Cyclical 2,011.0 $244K 0.00% NEW $121.33 +10.5%
1566 IETC ISHARES U S ETF TR 2,268.0 $243K 0.00% NEW $107.34 -1.0%
1567 NTSX WISDOMTREE TR 4,110.0 $243K 0.00% NEW $59.05 +1.3%
1568 JJSF J & J SNACK FOODS CORP Consumer Defensive 3,303.0 $243K 0.00% NEW $73.44 +22.4%
1569 IWX ISHARES TR 2,306.0 $242K 0.00% NEW $105.16 +7.4%
1570 RNGR RANGER ENERGY SVCS INC Energy 15,123.0 $242K 0.00% NEW $16.01 +0.0%
1571 VEEV VEEVA SYS INC Healthcare 1,364.0 $242K 0.00% NEW $177.41 +40.0%
1572 NTCT NETSCOUT SYS INC Technology 5,520.0 $240K 0.00% NEW $43.55 -13.2%
1573 BK TECHNOLOGIES CORPORATION 2,794.0 $240K 0.00% NEW $85.98
1574 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,822.0 $239K 0.00% NEW $131.42 -0.7%
1575 RBRK RUBRIK INC. Technology 2,979.0 $239K 0.00% NEW $80.27 +22.1%
1576 EQWL INVESCO EXCHANGE TRADED FD T 1,853.0 $239K 0.00% NEW $129.02 +4.8%
1577 RELY REMITLY GLOBAL INC Technology 10,637.0 $238K 0.00% NEW $22.41 +18.7%
1578 NUDM NUSHARES ETF TR 5,951.0 $238K 0.00% NEW $40.02 +3.2%
1579 ARCC ARES CAPITAL CORP Financial Services 12,843.0 $238K 0.00% NEW $18.53 +8.2%
1580 H HYATT HOTELS CORP Consumer Cyclical 1,225.0 $237K 0.00% NEW $193.84 -7.1%
Page 79 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%