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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 8,046.0 $239K 0.37% NEW $29.75 +17.9%
122 HALO HALOZYME THERAPEUTICS INC Healthcare 3,058.0 $239K 0.37% NEW $78.27 +37.3%
123 BEAM BEAM THERAPEUTICS INC Healthcare 6,974.0 $239K 0.37% NEW $34.32 -16.8%
124 FBP FIRST BANCORP CORPORATION Financial Services 9,150.0 $239K 0.37% NEW $26.07 +8.6%
125 SG SWEETGREEN INC Consumer Cyclical 27,032.0 $238K 0.37% NEW $8.81 -21.6%
126 DOW DOW HLDGS INC Basic Materials 8,695.0 $238K 0.37% NEW $27.36 +15.1%
127 OFG OFG BANCORP Financial Services 4,840.0 $237K 0.36% NEW $49.07 +7.2%
128 BOX BOX INC Technology 8,939.0 $237K 0.36% NEW $26.54 +24.1%
129 RALLIANT CORP 3,215.0 $237K 0.36% NEW $73.63
130 GS GOLDMAN SACHS GROUP INC Financial Services 234.0 $237K 0.36% NEW $1011.37 +2.3%
131 AMBQ AMBIQ MICRO INC Technology 2,675.0 $236K 0.36% NEW $88.30 -35.2%
132 RACE FERRARI N V Consumer Cyclical 634.0 $236K 0.36% NEW $372.29 +14.0%
133 WSFS WSFS FINL CORP Financial Services 3,072.0 $236K 0.36% NEW $76.73 +3.7%
134 HTFL HEARTFLOW INC Healthcare 8,021.0 $235K 0.36% NEW $29.34 +70.4%
135 ALLY ALLY FINL INC Financial Services 5,120.0 $235K 0.36% NEW $45.95 -6.5%
136 WTFC WINTRUST FINL CORP Financial Services 1,461.0 $235K 0.36% NEW $160.72 -4.8%
137 FAF FIRST AMERN FINL CORP Financial Services 3,421.0 $235K 0.36% NEW $68.59 +4.9%
138 SEANERGY MARITIME HLDGS CORP 17,466.0 $235K 0.36% NEW $13.43
139 ITRN ITURAN LOCATION AND CONTROL Technology 3,838.0 $234K 0.36% NEW $61.01 -17.2%
140 HLX HELIX ENERGY SOLUTIONS GRP I Energy 26,782.0 $234K 0.36% NEW $8.74 +13.2%
Page 7 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%