Portfolio (Quarterly) Guide ↗

PharVision Advisers, LLC

· CIK 0001898824

13F Portfolio $5M AUM 62 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 42 New 4 Added 16 Reduced 77 Exited

Page 3 of 4 · 77 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	RWT	REDWOOD TRUST INC	Real Estate	16,910	$95K	0.96%	SOLD
42	WEAV	WEAVE COMMUNICATIONS INC	Technology	19,921	$92K	0.93%	SOLD
43	CYRX	CRYOPORT INC	Industrials	11,014	$91K	0.93%	SOLD
44	QS	QUANTUMSCAPE CORP	Consumer Cyclical	13,864	$88K	0.90%	SOLD
45	JMIA	JUMIA TECHNOLOGIES AG	Consumer Cyclical	12,454	$86K	0.87%	SOLD
46	ORGO	ORGANOGENESIS HLDGS INC	Healthcare	35,622	$84K	0.86%	SOLD
47	EGAN	EGAIN CORP	Technology	10,550	$83K	0.84%	SOLD
48	NOK	NOKIA CORP	Technology	10,307	$83K	0.84%	SOLD
49	RILY	BRC GROUP HOLDINGS INC	Financial Services	11,149	$82K	0.83%	SOLD
50	TIGR	UP FINTECH HLDG LTD	Financial Services	12,686	$80K	0.81%	SOLD
51	GENI	GENIUS SPORTS LIMITED	Communication Services	17,672	$78K	0.79%	SOLD
52	BSBR	BANCO SANTANDER BRASIL S A	Financial Services	13,107	$78K	0.79%	SOLD
53	LYG	LLOYDS BANKING GROUP PLC	Financial Services	14,629	$74K	0.75%	SOLD
54	PTON	PELOTON INTERACTIVE INC	Consumer Cyclical	16,899	$72K	0.74%	SOLD
55	SPT	SPROUT SOCIAL INC	Technology	12,449	$71K	0.72%	SOLD
56	ARHS	ARHAUS INC	Consumer Cyclical	10,178	$69K	0.70%	SOLD
57	KRO	KRONOS WORLDWIDE INC	Basic Materials	10,448	$69K	0.70%	SOLD
58	RMNI	RIMINI STR INC DEL	Technology	20,720	$68K	0.69%	SOLD
59	CYH	COMMUNITY HEALTH SYS INC NEW	Healthcare	22,699	$67K	0.68%	SOLD
60	HLLY	HOLLEY INC	Consumer Cyclical	21,381	$66K	0.67%	SOLD

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Sector Allocation

Industrials 13.4%

Consumer Cyclical 12.7%

Financial Services 12.6%

Real Estate 11.9%

Communication Services 9.8%

Energy 9.3%

Technology 9.1%

Healthcare 8.8%

Basic Materials 6.5%

Consumer Defensive 5.8%