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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 85 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SBS COMPANHIA DE SANEAMENTO BASI Utilities 35,533.0 $205K 0.00% NEW $5.78 -19.9%
1682 CBT CABOT CORP Basic Materials 2,260.0 $205K 0.00% NEW $90.83 -7.7%
1683 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 8,261.0 $205K 0.00% NEW $24.83 -12.5%
1684 CORP PIMCO ETF TR 2,116.0 $205K 0.00% NEW $96.92 -1.9%
1685 SIRIUSPOINT LTD 8,540.0 $205K 0.00% NEW $24.00
1686 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,214.0 $205K 0.00% NEW $32.93 +9.6%
1687 IREN IREN LIMITED Financial Services 4,447.0 $203K 0.00% NEW $45.73 -12.9%
1688 OTEX OPEN TEXT CORP Technology 9,167.0 $203K 0.00% NEW $22.15 +11.0%
1689 APPF APPFOLIO INC Technology 1,265.0 $203K 0.00% NEW $160.35 +40.4%
1690 OGN ORGANON & CO Healthcare 14,973.0 $203K 0.00% NEW $13.54 +1.5%
1691 NEU NEWMARKET CORP Basic Materials 256.0 $203K 0.00% NEW $791.24 +18.4%
1692 WDFC WD 40 CO Basic Materials 829.0 $202K 0.00% NEW $243.64 -11.4%
1693 MRTN MARTEN TRANS LTD Industrials 11,635.0 $202K 0.00% NEW $17.35 -15.4%
1694 FTGC FIRST TR EXCHANGE TRAD FD VI 7,447.0 $201K 0.00% NEW $27.05 +12.4%
1695 DGICA DONEGAL GROUP INC Financial Services 10,668.0 $201K 0.00% NEW $18.86 +0.6%
1696 NFRA FLEXSHARES TR 3,131.0 $201K 0.00% NEW $64.12 +2.8%
1697 RCMT RCM TECHNOLOGIES INC Industrials 7,107.0 $201K 0.00% NEW $28.23 +45.7%
1698 RPD RAPID7 INC Technology 24,563.0 $199K 0.00% NEW $8.10 +50.5%
1699 FA FIRST ADVANTAGE CORP NEW Industrials 10,841.0 $196K 0.00% NEW $18.05 +14.6%
1700 AXIA ENERGIA SA 18,114.0 $191K 0.00% NEW $10.56
Page 85 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%