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Portfolio (Quarterly) Guide ↗

PharVision Advisers, LLC

· CIK 0001898824
13F Portfolio $5M AUM 62 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 4 Added 16 Reduced 77 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GRAB GRAB HOLDINGS LIMITED Technology 11,112.0 $42K 0.79% NEW $3.77 -6.4%
42 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 10,680.0 $37K 0.70% NEW $3.48 +4.3%
Page 3 of 3  ·  42 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
Industrials 14.1%
Real Estate 12.5%
Consumer Cyclical 11.2%
Financial Services 10.5%
Communication Services 10.3%
Energy 9.7%
Technology 9.6%
Healthcare 9.2%
Basic Materials 6.8%
Consumer Defensive 6.1%