Portfolio (Quarterly)
Guide ↗
PharVision Advisers, LLC
· CIK 0001898824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | UHT | UNIVERSAL HEALTH RLTY INCOME | Real Estate | 6,161 | $242K | 0.12% | SOLD |
| 382 | MCY | MERCURY GENL CORP NEW | Financial Services | 2,568 | $242K | 0.12% | SOLD |
| 383 | — | AIR LEASE CORP | — | 3,755 | $241K | 0.12% | SOLD |
| 384 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 4,579 | $241K | 0.12% | SOLD |
| 385 | KBR | KBR INC | Industrials | 5,996 | $241K | 0.12% | SOLD |
| 386 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,386 | $241K | 0.12% | SOLD |
| 387 | WEX | WEX INC | Technology | 1,608 | $240K | 0.12% | SOLD |
| 388 | — | ASCENDIS PHARMA A/S | — | 1,122 | $239K | 0.12% | SOLD |
| 389 | AWR | AMER STATES WTR CO | Utilities | 3,300 | $239K | 0.12% | SOLD |
| 390 | — | KLARNA GROUP PLC | — | 8,268 | $239K | 0.12% | SOLD |
| 391 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,116 | $239K | 0.12% | SOLD |
| 392 | DLO | DLOCAL LTD | Technology | 16,889 | $239K | 0.12% | SOLD |
| 393 | — | HUDSON PAC PPTYS INC | — | 21,987 | $238K | 0.12% | SOLD |
| 394 | PAY | PAYMENTUS HOLDINGS INC | Technology | 7,414 | $234K | 0.12% | SOLD |
| 395 | ZUMZ | ZUMIEZ INC | Consumer Cyclical | 8,967 | $234K | 0.12% | SOLD |
| 396 | SBH | SALLY BEAUTY HLDGS INC | Consumer Cyclical | 16,363 | $233K | 0.12% | SOLD |
| 397 | SHC | SOTERA HEALTH CO | Healthcare | 13,193 | $233K | 0.12% | SOLD |
| 398 | CCJ | CAMECO CORP | Energy | 2,542 | $233K | 0.12% | SOLD |
| 399 | LZ | LEGALZOOM COM INC | Industrials | 23,397 | $232K | 0.12% | SOLD |
| 400 | ALH | ALLIANCE LAUNDRY HLDGS INC | Consumer Cyclical | 11,408 | $232K | 0.12% | 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%