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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 84 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 OTTR OTTER TAIL CORP Utilities 2,345.0 $211K 0.00% NEW $89.99 +2.3%
1662 TKR TIMKEN CO Industrials 1,452.0 $211K 0.00% NEW $145.33 -15.6%
1663 WINA WINMARK CORP Consumer Cyclical 497.0 $210K 0.00% NEW $423.08 -17.1%
1664 DJP BARCLAYS BANK PLC Financial Services 4,810.0 $210K 0.00% NEW $43.71 +15.1%
1665 SPSC SPS COMM INC Technology 3,676.0 $210K 0.00% NEW $57.17 +42.3%
1666 PEGA PEGASYSTEMS INC Technology 7,008.0 $210K 0.00% NEW $29.97 +14.4%
1667 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,621.0 $210K 0.00% NEW $80.04 -9.1%
1668 POST POST HLDGS INC Consumer Defensive 2,375.0 $210K 0.00% NEW $88.26 -6.7%
1669 WTM WHITE MTNS INS GROUP LTD Financial Services 101.0 $209K 0.00% NEW $2073.39 +2.8%
1670 BCC BOISE CASCADE CO DEL Basic Materials 2,684.0 $208K 0.00% NEW $77.63 +5.9%
1671 URBN URBAN OUTFITTERS INC Consumer Cyclical 2,932.0 $208K 0.00% NEW $70.86 +7.3%
1672 TTD THE TRADE DESK INC Technology 11,483.0 $208K 0.00% NEW $18.08 -26.6%
1673 HUT 8 CORP 1,798.0 $208K 0.00% NEW $115.45
1674 DCO DUCOMMUN INC DEL Industrials 1,118.0 $207K 0.00% NEW $185.21 -0.7%
1675 HAMILTON INSURANCE GROUP LTD 6,098.0 $207K 0.00% NEW $33.94
1676 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,148.0 $207K 0.00% NEW $49.86 +6.4%
1677 QUAD QUAD / GRAPHICS INC Industrials 24,514.0 $207K 0.00% NEW $8.43 +21.6%
1678 PCOR PROCORE TECHNOLOGIES INC Technology 5,065.0 $206K 0.00% NEW $40.62 +52.8%
1679 PSMT PRICESMART INC Consumer Defensive 1,052.0 $206K 0.00% NEW $195.41 -10.5%
1680 MPLX MPLX LP Energy 3,648.0 $205K 0.00% NEW $56.33 +3.8%
Page 84 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%