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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 29 of 34  ·  667 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SVM SILVERCORP METALS INC Basic Materials 23,925.0 $200K 0.10% NEW $8.34 +79.3%
562 EGAN EGAIN CORP Technology 19,375.0 $199K 0.10% NEW $10.29 -36.9%
563 WNC WABASH NATL CORP Industrials 22,924.0 $198K 0.10% NEW $8.65 -21.4%
564 TALO TALOS ENERGY INC Energy 17,979.0 $198K 0.10% NEW $11.02 +40.0%
565 VNET VNET GROUP INC Technology 23,257.0 $197K 0.10% NEW $8.46 +23.5%
566 UGP ULTRAPAR PARTICIPACOES SA Energy 51,880.0 $196K 0.10% NEW $3.77 +57.0%
567 FSM FORTUNA MNG CORP Basic Materials 19,895.0 $195K 0.10% NEW $9.81 +5.3%
568 CRNC CERENCE INC Technology 18,186.0 $194K 0.10% NEW $10.69 -2.5%
569 BDN BRANDYWINE RLTY TR Real Estate 66,525.0 $194K 0.10% NEW $2.92 +2.4%
570 FPI FARMLAND PARTNERS INC Real Estate 20,034.0 $194K 0.10% NEW $9.69 +6.8%
571 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 13,431.0 $194K 0.10% NEW $14.42 +34.3%
572 CGAU CENTERRA GOLD INC Basic Materials 13,410.0 $193K 0.10% NEW $14.37 +19.1%
573 SINCLAIR INC 12,562.0 $192K 0.10% NEW $15.30
574 VIV TELEFONICA BRASIL SA Communication Services 16,196.0 $192K 0.10% NEW $11.86 +20.4%
575 FLYW FLYWIRE CORPORATION Technology 13,533.0 $192K 0.10% NEW $14.16 +15.5%
576 MCS MARCUS CORP DEL Communication Services 12,338.0 $191K 0.10% NEW $15.51 +12.1%
577 VLYPN VALLEY NATL BANCORP Financial Services 16,368.0 $191K 0.10% NEW $11.68 +122.2%
578 EVEX EVE HLDG INC Industrials 47,794.0 $191K 0.10% NEW $3.99 -20.3%
579 PTEN PATTERSON-UTI ENERGY INC Energy 31,193.0 $191K 0.10% NEW $6.11 +98.4%
580 RNGR RANGER ENERGY SVCS INC Energy 13,625.0 $190K 0.10% NEW $13.98 +16.1%
Page 29 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%