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 22 of 31 · 611 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
421	SCVL	SHOE CARNIVAL INC	Consumer Cyclical	13,415	$226K	0.12%	SOLD
422	HRI	HERC HLDGS INC	Industrials	1,524	$226K	0.11%	SOLD
423	TEO	TELECOM ARGENTINA SA	Communication Services	19,400	$225K	0.11%	SOLD
424	HTGC	HERCULES CAPITAL INC	Financial Services	11,918	$224K	0.11%	SOLD
425	AROC	ARCHROCK INC	Energy	8,614	$224K	0.11%	SOLD
426	CR	CRANE COMPANY	Industrials	1,214	$224K	0.11%	SOLD
427	COF	CAPITAL ONE FINL CORP	Financial Services	923	$224K	0.11%	SOLD
428	STE	STERIS PLC	Healthcare	881	$223K	0.11%	SOLD
429	DSGX	DESCARTES SYS GROUP INC	Technology	2,547	$223K	0.11%	SOLD
430	FCX	FREEPORT-MCMORAN INC	Basic Materials	4,393	$223K	0.11%	SOLD
431	INBK	FIRST INTERNET BANCORP	Financial Services	10,680	$223K	0.11%	SOLD
432	TW	TRADEWEB MKTS INC	Financial Services	2,071	$223K	0.11%	SOLD
433	SKYW	SKYWEST INC	Industrials	2,217	$223K	0.11%	SOLD
434	IHS	IHS HOLDING LIMITED	Communication Services	29,817	$222K	0.11%	SOLD
435	NI	NISOURCE INC	Utilities	5,326	$222K	0.11%	SOLD
436	WT	WISDOMTREE INC	Financial Services	18,193	$222K	0.11%	SOLD
437	ZWS	ZURN ELKAY WATER SOLNS CORP	Industrials	4,762	$221K	0.11%	SOLD
438	HOOD	ROBINHOOD MKTS INC	Financial Services	1,957	$221K	0.11%	SOLD
439	LILAK	LIBERTY LATIN AMERICA LTD	Communication Services	29,607	$221K	0.11%	SOLD
440	CBSH	COMMERCE BANCSHARES INC	Financial Services	4,214	$221K	0.11%	SOLD

Page 22 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%