Portfolio (Quarterly)
Guide ↗
PharVision Advisers, LLC
· CIK 0001898824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | TEL | TE CONNECTIVITY PLC | Technology | 1,727 | $393K | 0.20% | SOLD |
| 122 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 2,020 | $393K | 0.20% | SOLD |
| 123 | ARX | ACCELERANT HOLDINGS | Financial Services | 23,839 | $390K | 0.20% | SOLD |
| 124 | ARLO | ARLO TECHNOLOGIES INC | Industrials | 27,831 | $389K | 0.20% | SOLD |
| 125 | — | MSC INCOME FUND INC | — | 29,601 | $389K | 0.20% | SOLD |
| 126 | NX | QUANEX BLDG PRODS CORP | Industrials | 25,253 | $388K | 0.20% | SOLD |
| 127 | CBC | CENTRAL BANCOMPANY | Financial Services | 16,076 | $388K | 0.20% | SOLD |
| 128 | T | AT&T INC | Communication Services | 15,610 | $388K | 0.20% | SOLD |
| 129 | TT | TRANE TECHNOLOGIES PLC | Industrials | 996 | $388K | 0.20% | SOLD |
| 130 | BKSY | BLACKSKY TECHNOLOGY INC | Technology | 20,567 | $386K | 0.20% | SOLD |
| 131 | OMDA | OMADA HEALTH INC | Healthcare | 24,415 | $385K | 0.20% | SOLD |
| 132 | CGNX | COGNEX CORP | Technology | 10,696 | $385K | 0.20% | SOLD |
| 133 | GLPI | GAMING & LEISURE PPTYS INC | Real Estate | 8,431 | $377K | 0.19% | SOLD |
| 134 | LNG | CHENIERE ENERGY INC | Energy | 1,927 | $375K | 0.19% | SOLD |
| 135 | — | COMMERCE.COM INC | — | 90,174 | $372K | 0.19% | SOLD |
| 136 | INGN | INOGEN INC | Healthcare | 55,240 | $371K | 0.19% | SOLD |
| 137 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 20,441 | $371K | 0.19% | SOLD |
| 138 | UIS | UNISYS CORP | Technology | 134,338 | $371K | 0.19% | SOLD |
| 139 | — | IRIDIUM COMMUNICATIONS INC | — | 21,298 | $370K | 0.19% | SOLD |
| 140 | HTLD | HEARTLAND EXPRESS INC | Industrials | 40,960 | $370K | 0.19% | 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%