Portfolio (Quarterly)
Guide ↗
PharVision Advisers, LLC
· CIK 0001898824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | ALHC | ALIGNMENT HEALTHCARE INC | Healthcare | 18,122 | $358K | 0.18% | SOLD |
| 162 | EVGO | EVGO INC | Consumer Cyclical | 122,843 | $357K | 0.18% | SOLD |
| 163 | GNTX | GENTEX CORP | Consumer Cyclical | 15,353 | $357K | 0.18% | SOLD |
| 164 | ASGN | ASGN INC | Technology | 7,411 | $357K | 0.18% | SOLD |
| 165 | PRCH | PORCH GROUP INC | Technology | 39,081 | $357K | 0.18% | SOLD |
| 166 | XYL | XYLEM INC | Industrials | 2,614 | $356K | 0.18% | SOLD |
| 167 | MAS | MASCO CORP | Industrials | 5,566 | $353K | 0.18% | SOLD |
| 168 | — | MEDIWOUND LTD | — | 19,064 | $352K | 0.18% | SOLD |
| 169 | NUTX | NUTEX HEALTH INC | Healthcare | 2,133 | $351K | 0.18% | SOLD |
| 170 | NGVC | NATURAL GROCERS BY VITAMIN C | Consumer Defensive | 14,013 | $351K | 0.18% | SOLD |
| 171 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 3,900 | $351K | 0.18% | SOLD |
| 172 | AVA | AVISTA CORP | Utilities | 9,095 | $351K | 0.18% | SOLD |
| 173 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 2,811 | $350K | 0.18% | SOLD |
| 174 | ALLT | ALLOT LTD | Technology | 35,604 | $350K | 0.18% | SOLD |
| 175 | LASR | NLIGHT INC | Technology | 9,327 | $350K | 0.18% | SOLD |
| 176 | TTAN | SERVICETITAN INC | Technology | 3,283 | $350K | 0.18% | SOLD |
| 177 | IFS | INTERCORP FINL SVCS INC | Financial Services | 8,245 | $349K | 0.18% | SOLD |
| 178 | BLBD | BLUE BIRD CORP | Consumer Cyclical | 7,411 | $348K | 0.18% | SOLD |
| 179 | SFIX | STITCH FIX INC | Consumer Cyclical | 66,326 | $348K | 0.18% | SOLD |
| 180 | CDNA | CAREDX INC | Healthcare | 18,453 | $348K | 0.18% | 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%