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 29 of 31 · 611 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
561	—	LIFECORE BIOMEDICAL INC	—	19,041	$156K	0.08%	SOLD
562	CEPT	CANTOR EQUITY PARTNERS II IN	Financial Services	13,666	$154K	0.08%	SOLD
563	BKD	BROOKDALE SR LIVING INC	Healthcare	14,112	$152K	0.08%	SOLD
564	TFSL	TFS FINL CORP	Financial Services	11,249	$151K	0.08%	SOLD
565	OOMA	OOMA INC	Communication Services	12,806	$150K	0.08%	SOLD
566	CRGY	CRESCENT ENERGY COMPANY	Energy	17,683	$148K	0.07%	SOLD
567	CWH	CAMPING WORLD HLDGS INC	Consumer Cyclical	15,166	$148K	0.07%	SOLD
568	ACEL	ACCEL ENTERTAINMENT INC	Consumer Cyclical	12,817	$146K	0.07%	SOLD
569	KLC	KINDERCARE LEARNING COMPANIE	Consumer Defensive	33,749	$146K	0.07%	SOLD
570	MITK	MITEK SYS INC	Technology	13,655	$144K	0.07%	SOLD
571	CEPF	CANTOR EQUITY PARTNERS IV IN	Financial Services	13,892	$143K	0.07%	SOLD
572	SENS	SENSEONICS HLDGS INC	Healthcare	25,787	$142K	0.07%	SOLD
573	AEVA	AEVA TECHNOLOGIES INC	Consumer Cyclical	10,662	$142K	0.07%	SOLD
574	PUMP	PROPETRO HLDG CORP	Energy	14,854	$141K	0.07%	SOLD
575	GOOD	GLADSTONE COMMERCIAL CORP	Real Estate	13,157	$140K	0.07%	SOLD
576	AUR	AURORA INNOVATION INC	Technology	36,463	$140K	0.07%	SOLD
577	VLRS	CONTROLADORA VUELA COMP DE A	Industrials	15,586	$138K	0.07%	SOLD
578	TAL	TAL EDUCATION GROUP	Consumer Defensive	12,535	$137K	0.07%	SOLD
579	TU	TELUS CORPORATION	Communication Services	10,228	$135K	0.07%	SOLD
580	ASTL	ALGOMA STL GROUP INC	Basic Materials	32,839	$135K	0.07%	SOLD

Page 29 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%