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Portfolio (Quarterly) Guide ↗

nVerses Capital, LLC

· CIK 0002011399
13F Portfolio $65M AUM 281 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 281 New
Page 3 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TWST TWIST BIOSCIENCE CORP Healthcare 3,132.0 $322K 0.49% NEW $102.88 +41.5%
42 CVLT COMMVAULT SYS INC Technology 2,236.0 $317K 0.49% NEW $141.73 -5.6%
43 IEX IDEX CORP Industrials 1,390.0 $315K 0.48% NEW $226.95 +3.3%
44 ASIX ADVANSIX INC Basic Materials 15,821.0 $315K 0.48% NEW $19.88 -13.6%
45 SO SOUTHERN CO Utilities 3,280.0 $314K 0.48% NEW $95.71 -7.1%
46 NJR NEW JERSEY RES CORP Utilities 5,481.0 $307K 0.47% NEW $56.04 -4.5%
47 DV DOUBLEVERIFY HLDGS INC Technology 28,323.0 $307K 0.47% NEW $10.84 +22.8%
48 CTRI CENTURI HOLDINGS INC Utilities 10,137.0 $307K 0.47% NEW $30.24 -29.4%
49 PODD INSULET CORP Healthcare 2,007.0 $306K 0.47% NEW $152.25 -2.7%
50 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 4,908.0 $305K 0.47% NEW $62.22 -31.6%
51 HUM HUMANA INC Healthcare 766.0 $304K 0.47% NEW $397.22 -4.6%
52 CALM CAL MAINE FOODS INC Consumer Defensive 3,771.0 $304K 0.47% NEW $80.56 +2.8%
53 BKSY BLACKSKY TECHNOLOGY INC Technology 10,742.0 $300K 0.46% NEW $27.92 -0.6%
54 HSIC SCHEIN HENRY INC Healthcare 3,588.0 $300K 0.46% NEW $83.52 +6.0%
55 CERIBELL INC 15,336.0 $298K 0.46% NEW $19.45
56 NOV NOV INC Energy 16,024.0 $297K 0.46% NEW $18.55 +10.1%
57 ALRM ALARM COM HLDGS INC Technology 6,337.0 $296K 0.46% NEW $46.72 +23.1%
58 CWT CALIFORNIA WTR SVC GROUP Utilities 6,063.0 $295K 0.45% NEW $48.65 +1.9%
59 FISV FISERV INC Technology 5,998.0 $294K 0.45% NEW $49.05 +7.2%
60 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 3,679.0 $293K 0.45% NEW $79.54 +42.5%
Page 3 of 15  ·  281 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
Healthcare 20.4%
Technology 16.8%
Financial Services 14.1%
Industrials 13.8%
Consumer Cyclical 10.0%
Energy 7.1%
Utilities 6.0%
Basic Materials 4.5%
Consumer Defensive 4.0%
Communication Services 3.3%