Portfolio (Quarterly) Guide ↗

PharVision Advisers, LLC

· CIK 0001898824

13F Portfolio $9.9B AUM 97 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 41 New 5 Added 51 Reduced 611 Exited

Page 13 of 31 · 611 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
241	AROW	ARROW FINL CORP	Financial Services	9,559	$300K	0.15%	SOLD
242	PGNY	PROGYNY INC	Healthcare	11,681	$300K	0.15%	SOLD
243	VRE	VERIS RESIDENTIAL INC	Real Estate	20,159	$300K	0.15%	SOLD
244	AG	FIRST MAJESTIC SILVER CORP	Basic Materials	18,004	$300K	0.15%	SOLD
245	QFIN	QFIN HOLDINGS INC	Financial Services	15,547	$300K	0.15%	SOLD
246	SEPN	SEPTERNA INC	Healthcare	10,739	$299K	0.15%	SOLD
247	PTCT	PTC THERAPEUTICS INC	Healthcare	3,934	$299K	0.15%	SOLD
248	—	MADISON SQUARE GARDEN ENTMT	—	5,536	$298K	0.15%	SOLD
249	PII	POLARIS INC	Consumer Cyclical	4,711	$298K	0.15%	SOLD
250	SBSW	SIBANYE STILLWATER LTD	Basic Materials	20,895	$298K	0.15%	SOLD
251	MSFT	MICROSOFT CORP	Technology	613	$296K	0.15%	SOLD
252	BFST	BUSINESS FIRST BANCSHARES IN	Financial Services	11,334	$296K	0.15%	SOLD
253	UNFI	UNITED NAT FOODS INC	Consumer Defensive	8,756	$295K	0.15%	SOLD
254	IBEX	IBEX LTD	Technology	7,716	$295K	0.15%	SOLD
255	PAHC	PHIBRO ANIMAL HEALTH CORP	Healthcare	7,881	$294K	0.15%	SOLD
256	SCL	STEPAN CO	Basic Materials	6,203	$294K	0.15%	SOLD
257	CMCSA	COMCAST CORP NEW	Communication Services	9,809	$293K	0.15%	SOLD
258	CWT	CALIFORNIA WTR SVC GROUP	Utilities	6,756	$293K	0.15%	SOLD
259	FLXS	FLEXSTEEL INDS INC	Consumer Cyclical	7,404	$292K	0.15%	SOLD
260	HAFC	HANMI FINL CORP	Financial Services	10,764	$291K	0.15%	SOLD

Page 13 of 31 · 611 positions

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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%