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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 10,680.0 $37K 0.70% NEW $3.48 +14.5%
62 TTEC TTEC HLDGS INC Technology 14,117.0 $27K 0.52% -14K -50.6% $1.94 -24.5%
Page 4 of 4  ·  62 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
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%