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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 33 of 34  ·  667 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TERRA INNOVATUM GLOBAL NV 25,852.0 $119K 0.06% NEW $4.62
642 DAVA ENDAVA PLC Technology 18,381.0 $116K 0.06% NEW $6.32 -39.2%
643 LUMN LUMEN TECHNOLOGIES INC Communication Services 14,916.0 $116K 0.06% NEW $7.77 +33.1%
644 DCTH DELCATH SYS INC Healthcare 11,220.0 $113K 0.06% NEW $10.10 +13.5%
645 KC KINGSOFT CLOUD HLDGS LTD Technology 10,865.0 $112K 0.06% NEW $10.34 +63.8%
646 RERE ATRENEW INC Consumer Cyclical 21,111.0 $112K 0.06% NEW $5.30 -15.1%
647 IMPERIAL PETE INC 30,876.0 $112K 0.06% NEW $3.62
648 CYRX CRYOPORT INC Industrials 11,362.0 $109K 0.06% NEW $9.60 +37.8%
649 CFFN CAPITOL FED FINL INC Financial Services 15,860.0 $108K 0.06% NEW $6.81 +10.4%
650 A2Z CUST2MATE SOLUTIONS CORP 16,379.0 $107K 0.05% NEW $6.51
651 YALA YALLA GROUP LTD Technology 15,296.0 $106K 0.05% NEW $6.94 -3.7%
652 NAT NORDIC AMERICAN TANKERS LIMI Industrials 30,708.0 $106K 0.05% NEW $3.44 +60.2%
653 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 13,495.0 $103K 0.05% NEW $7.65 +22.4%
654 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 18,484.0 $101K 0.05% NEW $5.47 +14.6%
655 GGB GERDAU SA Basic Materials 27,308.0 $101K 0.05% NEW $3.69 +27.6%
656 BB BLACKBERRY LTD Technology 26,445.0 $100K 0.05% NEW $3.79 +63.3%
657 ORN ORION GROUP HLDGS INC Industrials 10,048.0 $100K 0.05% NEW $9.94 +55.7%
658 TK TEEKAY CORPORATION LTD Energy 10,651.0 $96K 0.05% NEW $9.03 +46.1%
659 ASPN ASPEN AEROGELS INC Industrials 33,808.0 $96K 0.05% NEW $2.83 +97.9%
660 NEWSMAX INC 12,307.0 $95K 0.05% NEW $7.73
Page 33 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%