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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 87 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 TDOC TELADOC HEALTH INC Healthcare 17,421.0 $148K 0.00% NEW $8.48 -26.6%
1722 HNST HONEST CO INC Consumer Cyclical 40,252.0 $147K 0.00% NEW $3.66 +41.7%
1723 JOBY JOBY AVIATION INC Industrials 15,737.0 $140K 0.00% NEW $8.92 -18.2%
1724 KD KYNDRYL HLDGS INC Technology 12,305.0 $139K 0.00% NEW $11.31 +14.4%
1725 PGX INVESCO EXCH TRADED FD TR II 12,485.0 $135K 0.00% NEW $10.84 -2.4%
1726 GNL GLOBAL NET LEASE INC Real Estate 14,838.0 $133K 0.00% NEW $8.94 +2.9%
1727 YMM FULL TRUCK ALLIANCE CO LTD Technology 16,254.0 $132K 0.00% NEW $8.12 +3.8%
1728 ASAN ASANA INC Technology 18,755.0 $131K 0.00% NEW $7.00 +40.4%
1729 PRGO PERRIGO CO PLC Healthcare 12,605.0 $131K 0.00% NEW $10.39 +36.7%
1730 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 25,730.0 $129K 0.00% NEW $5.03 +10.1%
1731 WEN WENDYS CO Consumer Cyclical 15,583.0 $129K 0.00% NEW $8.29 +7.1%
1732 MBC MASTERBRAND INC Consumer Cyclical 12,266.0 $126K 0.00% NEW $10.29 -10.1%
1733 CRGY CRESCENT ENERGY COMPANY Energy 12,609.0 $124K 0.00% NEW $9.82 +39.9%
1734 MBS ANGEL OAK FUNDS TRUST 13,415.0 $116K 0.00% NEW $8.63 -0.9%
1735 AOHY ANGEL OAK FUNDS TRUST 10,273.0 $113K 0.00% NEW $11.01 +0.6%
1736 SPT SPROUT SOCIAL INC Technology 14,856.0 $112K 0.00% NEW $7.55 +37.0%
1737 MFIN MEDALLION FINANCIAL CORP Financial Services 10,730.0 $110K 0.00% NEW $10.21 +14.9%
1738 AEGON LTD 12,048.0 $102K 0.00% NEW $8.44
1739 CRSR CORSAIR GAMING INC Technology 10,462.0 $101K 0.00% NEW $9.67 +13.1%
1740 AMPL AMPLITUDE INC Technology 13,197.0 $101K 0.00% NEW $7.65 +73.3%
Page 87 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%