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Portfolio (Quarterly) Guide ↗

PharVision Advisers, LLC

· CIK 0001898824
13F Portfolio $198M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 667 New
Page 10 of 34  ·  667 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ASGN ASGN INC Technology 7,411.0 $357K 0.18% NEW $48.17 -62.8%
182 PRCH PORCH GROUP INC Technology 39,081.0 $357K 0.18% NEW $9.13 +7.8%
183 ORC ORCHID IS CAP INC Real Estate 49,537.0 $357K 0.18% NEW $7.20 -4.7%
184 XYL XYLEM INC Industrials 2,614.0 $356K 0.18% NEW $136.18 -20.6%
185 MAS MASCO CORP Industrials 5,566.0 $353K 0.18% NEW $63.46 +2.6%
186 MEDIWOUND LTD 19,064.0 $352K 0.18% NEW $18.46
187 NUTX NUTEX HEALTH INC Healthcare 2,133.0 $351K 0.18% NEW $164.62 -23.3%
188 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 14,013.0 $351K 0.18% NEW $25.05 +13.3%
189 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,900.0 $351K 0.18% NEW $89.92 +6.7%
190 AVA AVISTA CORP Utilities 9,095.0 $351K 0.18% NEW $38.54 +6.9%
191 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,811.0 $350K 0.18% NEW $124.56 -5.7%
192 ALLT ALLOT LTD Technology 35,604.0 $350K 0.18% NEW $9.83 -27.5%
193 LASR NLIGHT INC Technology 9,327.0 $350K 0.18% NEW $37.51 +101.6%
194 TTAN SERVICETITAN INC Technology 3,283.0 $350K 0.18% NEW $106.50 -45.1%
195 IFS INTERCORP FINL SVCS INC Financial Services 8,245.0 $349K 0.18% NEW $42.36 +5.9%
196 BLBD BLUE BIRD CORP Consumer Cyclical 7,411.0 $348K 0.18% NEW $47.00 +54.8%
197 SFIX STITCH FIX INC Consumer Cyclical 66,326.0 $348K 0.18% NEW $5.25 -41.7%
198 CDNA CAREDX INC Healthcare 18,453.0 $348K 0.18% NEW $18.84 +9.3%
199 FIGS FIGS INC Consumer Cyclical 30,568.0 $347K 0.18% NEW $11.36 +3.6%
200 GPC GENUINE PARTS CO Consumer Cyclical 2,822.0 $347K 0.18% NEW $122.96 -24.5%
Page 10 of 34  ·  667 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Industrials 15.4%
Financial Services 12.3%
Consumer Cyclical 12.1%
Healthcare 10.8%
Consumer Defensive 5.8%
Real Estate 5.8%
Energy 5.6%
Basic Materials 5.5%
Communication Services 5.4%