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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 86 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 GNW GENWORTH FINL INC Financial Services 20,131.0 $191K 0.00% NEW $9.47 +4.4%
1702 ABEV AMBEV SA Consumer Defensive 60,222.0 $189K 0.00% NEW $3.14 -7.0%
1703 PATH UIPATH INC Technology 17,014.0 $185K 0.00% NEW $10.87 +52.4%
1704 TAL TAL ED GROUP Consumer Defensive 18,974.0 $182K 0.00% NEW $9.57 +20.0%
1705 ADT ADT INC DEL Industrials 27,892.0 $181K 0.00% NEW $6.50 +14.2%
1706 TFSL TFS FINL CORP Financial Services 10,143.0 $180K 0.00% NEW $17.72 -0.4%
1707 NFBK NORTHFIELD BANCORP INC DEL Financial Services 12,057.0 $178K 0.00% NEW $14.73 +3.9%
1708 LFST LIFESTANCE HEALTH GROUP INC Healthcare 16,217.0 $174K 0.00% NEW $10.71 +13.5%
1709 NAT NORDIC AMERICAN TANKERS LIMI Industrials 30,384.0 $168K 0.00% NEW $5.54 +26.4%
1710 HUN HUNTSMAN CORP Basic Materials 15,781.0 $168K 0.00% NEW $10.62 -9.6%
1711 IMMUNITYBIO INC 19,018.0 $167K 0.00% NEW $8.76
1712 PSKY PARAMOUNT SKYDANCE CORP Communication Services 16,782.0 $165K 0.00% NEW $9.86 +5.0%
1713 GNE GENIE ENERGY LTD Utilities 11,389.0 $165K 0.00% NEW $14.45 +5.7%
1714 CNH INDL N V 14,246.0 $160K 0.00% NEW $11.23
1715 NWBI NORTHWEST BANCSHARES INC Financial Services 10,428.0 $158K 0.00% NEW $15.16 +1.4%
1716 KC KINGSOFT CLOUD HLDGS LTD Technology 17,256.0 $156K 0.00% NEW $9.05 +15.1%
1717 PGF INVESCO EXCHANGE TRADED FD T 11,387.0 $156K 0.00% NEW $13.71 -2.2%
1718 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 36,850.0 $155K 0.00% NEW $4.21 -1.9%
1719 RITM RITHM CAPITAL CORP Real Estate 16,077.0 $151K 0.00% NEW $9.39 +9.2%
1720 BBCP CONCRETE PUMPING HLDGS INC Industrials 12,353.0 $149K 0.00% NEW $12.05 -21.9%
Page 86 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%