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 18 of 31 · 611 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
341	BMA	BANCO MACRO SA	Financial Services	2,870	$259K	0.13%	SOLD
342	CMPR	CIMPRESS PLC	Communication Services	3,885	$259K	0.13%	SOLD
343	TRUP	TRUPANION INC	Financial Services	6,910	$258K	0.13%	SOLD
344	CPNG	COUPANG INC	Consumer Cyclical	10,891	$257K	0.13%	SOLD
345	SHO	SUNSTONE HOTEL INVS INC NEW	Real Estate	28,730	$257K	0.13%	SOLD
346	TMUS	T-MOBILE US INC	Communication Services	1,265	$257K	0.13%	SOLD
347	CCEP	COCA-COLA EUROPACIFIC PARTNE	Consumer Defensive	2,824	$256K	0.13%	SOLD
348	CMP	COMPASS MINERALS INTL INC	Basic Materials	13,003	$255K	0.13%	SOLD
349	KO	COCA COLA CO	Consumer Defensive	3,612	$253K	0.13%	SOLD
350	CWCO	CONSOLIDATED WATER CO INC	Utilities	7,134	$252K	0.13%	SOLD
351	POR	PORTLAND GEN ELEC CO	Utilities	5,227	$251K	0.13%	SOLD
352	LEU	CENTRUS ENERGY CORP	Energy	1,033	$251K	0.13%	SOLD
353	TRV	TRAVELERS COMPANIES INC	Financial Services	864	$251K	0.13%	SOLD
354	UBER	UBER TECHNOLOGIES INC	Technology	3,060	$250K	0.13%	SOLD
355	NFLX	NETFLIX INC	Communication Services	2,663	$250K	0.13%	SOLD
356	BWB	BRIDGEWATER BANCSHARES INC	Financial Services	14,216	$249K	0.13%	SOLD
357	APH	AMPHENOL CORP NEW	Technology	1,839	$249K	0.13%	SOLD
358	VNOM	VIPER ENERGY INC	Energy	6,431	$248K	0.13%	SOLD
359	ECL	ECOLAB INC	Basic Materials	946	$248K	0.13%	SOLD
360	DOC	HEALTHPEAK PROPERTIES INC	Real Estate	15,429	$248K	0.13%	SOLD

Page 18 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%