PharVision Advisers, LLC
· CIK 0001898824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 19,549 | $830K | 0.42% | SOLD |
| 2 | DK | DELEK US HLDGS INC NEW | Energy | 24,407 | $724K | 0.37% | SOLD |
| 3 | AVGO | BROADCOM INC | Technology | 1,932 | $669K | 0.34% | SOLD |
| 4 | ITRI | ITRON INC | Technology | 7,172 | $666K | 0.34% | SOLD |
| 5 | EAT | BRINKER INTL INC | Consumer Cyclical | 4,520 | $649K | 0.33% | SOLD |
| 6 | NVDA | NVIDIA CORPORATION | Technology | 3,385 | $631K | 0.32% | SOLD |
| 7 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | Industrials | 88,022 | $630K | 0.32% | SOLD |
| 8 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 9,682 | $630K | 0.32% | SOLD |
| 9 | VICI | VICI PPTYS INC | Real Estate | 22,362 | $629K | 0.32% | SOLD |
| 10 | CENX | CENTURY ALUM CO | Basic Materials | 16,022 | $628K | 0.32% | SOLD |
| 11 | A | AGILENT TECHNOLOGIES INC | Healthcare | 4,524 | $616K | 0.31% | SOLD |
| 12 | MTN | VAIL RESORTS INC | Consumer Cyclical | 4,497 | $597K | 0.30% | SOLD |
| 13 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 6,244 | $595K | 0.30% | SOLD |
| 14 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 19,355 | $594K | 0.30% | SOLD |
| 15 | WMT | WALMART INC | Consumer Defensive | 5,150 | $574K | 0.29% | SOLD |
| 16 | RUN | SUNRUN INC | Energy | 31,102 | $572K | 0.29% | SOLD |
| 17 | BTU | PEABODY ENERGY CORP | Energy | 19,229 | $571K | 0.29% | SOLD |
| 18 | GD | GENERAL DYNAMICS CORP | Industrials | 1,680 | $566K | 0.29% | SOLD |
| 19 | REAL | THE REALREAL INC | Consumer Cyclical | 35,668 | $563K | 0.28% | SOLD |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 2,833 | $541K | 0.27% | SOLD |
Sector Allocation
Consumer Cyclical
16.9%
Technology
15.1%
Industrials
11.6%
Real Estate
11.0%
Healthcare
10.5%
Financial Services
8.5%
Basic Materials
8.5%
Communication Services
7.4%
Energy
6.3%
Consumer Defensive
3.6%