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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 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AER AERCAP HOLDINGS NV Industrials 1,603.0 $234K 0.36% NEW $145.78 +1.4%
142 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,122.0 $233K 0.36% NEW $109.77 +1.3%
143 HEI HEICO CORP NEW Industrials 653.0 $233K 0.36% NEW $356.19 -1.3%
144 MDLZ MONDELEZ INTL INC Consumer Defensive 4,015.0 $232K 0.36% NEW $57.84 +12.9%
145 LYTS LSI INDS INC OHIO Technology 8,719.0 $232K 0.36% NEW $26.58 -25.3%
146 VCEL VERICEL CORP Healthcare 5,209.0 $232K 0.36% NEW $44.49 -3.2%
147 XPERI INC 28,035.0 $231K 0.35% NEW $8.23
148 RGTI RIGETTI COMPUTING INC Technology 11,926.0 $230K 0.35% NEW $19.32 -13.6%
149 VOYG VOYAGER TECHNOLOGIES INC Industrials 7,132.0 $230K 0.35% NEW $32.25 +13.2%
150 GATX GATX CORP Industrials 1,290.0 $229K 0.35% NEW $177.19 -0.1%
151 PNTG PENNANT GROUP INC Healthcare 6,182.0 $228K 0.35% NEW $36.95 +5.2%
152 ARMK ARAMARK Industrials 4,011.0 $228K 0.35% NEW $56.90 +4.3%
153 VIAV VIAVI SOLUTIONS INC Technology 4,772.0 $228K 0.35% NEW $47.75 -22.0%
154 CTAS CINTAS CORP Industrials 1,335.0 $227K 0.35% NEW $170.08 +21.8%
155 HNGE HINGE HEALTH INC Healthcare 2,735.0 $227K 0.35% NEW $83.00 +9.1%
156 SSNC SS&C TECH HLDGS Technology 3,649.0 $226K 0.35% NEW $62.05 +34.7%
157 RKLB ROCKET LAB CORP Industrials 2,217.0 $225K 0.35% NEW $101.65 -31.7%
158 CRL CHARLES RIV LABS INTL INC Healthcare 991.0 $225K 0.35% NEW $226.79 +30.7%
159 ANGLOGOLD ASHANTI PLC 2,776.0 $225K 0.34% NEW $80.89
160 IDA IDACORP INC Utilities 1,481.0 $224K 0.34% NEW $151.30 -9.3%
Page 8 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%