Portfolio (Quarterly)
Guide ↗
PharVision Advisers, LLC
· CIK 0001898824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | — | SMITHFIELD FOODS INC | — | 10,394 | $232K | 0.12% | SOLD |
| 402 | ESAB | ESAB CORPORATION | Industrials | 2,075 | $232K | 0.12% | SOLD |
| 403 | DUOL | DUOLINGO INC | Technology | 1,319 | $231K | 0.12% | SOLD |
| 404 | SANM | SANMINA CORPORATION | Technology | 1,541 | $231K | 0.12% | SOLD |
| 405 | JOUT | JOHNSON OUTDOORS INC | Consumer Cyclical | 5,445 | $231K | 0.12% | SOLD |
| 406 | ITRN | ITURAN LOCATION AND CONTROL | Technology | 5,368 | $231K | 0.12% | SOLD |
| 407 | FAF | FIRST AMERN FINL CORP | Financial Services | 3,755 | $231K | 0.12% | SOLD |
| 408 | FINV | FINVOLUTION GROUP | Financial Services | 44,100 | $231K | 0.12% | SOLD |
| 409 | ARCC | ARES CAPITAL CORP | Financial Services | 11,400 | $231K | 0.12% | SOLD |
| 410 | CSAN | COSAN S A | Energy | 58,136 | $230K | 0.12% | SOLD |
| 411 | HON | HONEYWELL INTL INC | Industrials | 1,177 | $230K | 0.12% | SOLD |
| 412 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 1,292 | $229K | 0.12% | SOLD |
| 413 | CDLR | CADELER A S | Industrials | 12,321 | $229K | 0.12% | SOLD |
| 414 | PRDO | PERDOCEO ED CORP | Consumer Defensive | 7,800 | $229K | 0.12% | SOLD |
| 415 | NSA | NATIONAL STORAGE AFFILIATES | Real Estate | 8,097 | $228K | 0.12% | SOLD |
| 416 | — | CRESUD S A C I F Y A | — | 18,046 | $228K | 0.12% | SOLD |
| 417 | RIO | RIO TINTO PLC | Basic Materials | 2,844 | $228K | 0.12% | SOLD |
| 418 | JBSS | SANFILIPPO JOHN B & SON INC | Consumer Defensive | 3,223 | $228K | 0.12% | SOLD |
| 419 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 1,570 | $227K | 0.12% | SOLD |
| 420 | APOG | APOGEE ENTERPRISES INC | Industrials | 6,220 | $226K | 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%