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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 88 of 89  ·  1,774 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 PACK RANPAK HOLDINGS CORP Consumer Cyclical 13,673.0 $100K 0.00% NEW $7.31 -31.3%
1742 KRNY KEARNY FINL CORP MD Financial Services 10,326.0 $98K 0.00% NEW $9.46 +3.9%
1743 NWL NEWELL BRANDS INC Consumer Defensive 15,590.0 $96K 0.00% NEW $6.14 -1.9%
1744 TROX TRONOX HOLDINGS PLC Basic Materials 15,023.0 $95K 0.00% NEW $6.30 -13.4%
1745 EVH EVOLENT HEALTH INC Healthcare 17,119.0 $93K 0.00% NEW $5.42 -12.9%
1746 BSBR BANCO SANTANDER BRASIL S A Financial Services 16,830.0 $88K 0.00% NEW $5.25 +10.0%
1747 EDIT EDITAS MEDICINE INC Healthcare 25,794.0 $84K 0.00% NEW $3.24 -7.9%
1748 III INFORMATION SVCS GROUP INC Technology 20,287.0 $83K 0.00% NEW $4.11 +22.1%
1749 CXM SPRINKLR INC Technology 15,940.0 $82K 0.00% NEW $5.16 +44.3%
1750 SUZ SUZANO S A Basic Materials 10,518.0 $82K 0.00% NEW $7.76 +16.8%
1751 OEC ORION S.A. Basic Materials 12,271.0 $81K 0.00% NEW $6.63 -9.1%
1752 SOUN SOUNDHOUND AI INC Technology 12,529.0 $81K 0.00% NEW $6.47 +9.5%
1753 WB WEIBO CORP Communication Services 10,602.0 $77K 0.00% NEW $7.26 -3.5%
1754 GGB GERDAU SA Basic Materials 18,400.0 $74K 0.00% NEW $4.04 +6.8%
1755 SND SMART SAND INC Energy 13,962.0 $70K 0.00% NEW $5.01 -6.3%
1756 VRRM VERRA MOBILITY CORP Technology 15,767.0 $67K 0.00% NEW $4.25 +5.1%
1757 EGY VAALCO ENERGY INC Energy 11,094.0 $56K 0.00% NEW $5.08 +13.7%
1758 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 15,000.0 $55K 0.00% NEW $3.64 -20.1%
1759 WTI W & T OFFSHORE INC Energy 17,047.0 $54K 0.00% NEW $3.15 +19.8%
1760 CLVT CLARIVATE PLC Technology 24,815.0 $54K 0.00% NEW $2.16 -2.3%
Page 88 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%