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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 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RPAY REPAY HLDGS CORP Technology 14,814.0 $39K 0.39% NEW $2.60 +29.6%
Page 3 of 3  ·  41 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
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%