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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 25 of 34  ·  667 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EXPAND ENERGY CORPORATION 1,993.0 $220K 0.11% NEW $110.36
482 RBLX ROBLOX CORP Technology 2,714.0 $220K 0.11% NEW $81.03 -47.1%
483 PSIX POWER SOLUTIONS INTL INC Industrials 3,843.0 $220K 0.11% NEW $57.14 -32.2%
484 ODC OIL DRI CORP AMER Basic Materials 4,484.0 $219K 0.11% NEW $48.94 +56.3%
485 CNI CANADIAN NATL RY CO Industrials 2,219.0 $219K 0.11% NEW $98.85 +13.1%
486 GRRR GORILLA TECHNOLOGY GROUP INC Technology 19,966.0 $218K 0.11% NEW $10.92 +20.4%
487 CTO CTO RLTY GROWTH INC NEW Real Estate 11,818.0 $218K 0.11% NEW $18.41 +8.5%
488 MMSI MERIT MED SYS INC Healthcare 2,467.0 $217K 0.11% NEW $88.14 -30.4%
489 GFI GOLD FIELDS LTD Basic Materials 4,980.0 $217K 0.11% NEW $43.66 -7.8%
490 VTOL BRISTOW GROUP INC Energy 5,933.0 $217K 0.11% NEW $36.62 +15.2%
491 CBRE CBRE GROUP INC Real Estate 1,351.0 $217K 0.11% NEW $160.79 -18.9%
492 AXS AXIS CAP HLDGS LTD Financial Services 2,028.0 $217K 0.11% NEW $107.09 -6.0%
493 HCA HCA HEALTHCARE INC Healthcare 465.0 $217K 0.11% NEW $466.86 -9.4%
494 ARHS ARHAUS INC Consumer Cyclical 19,359.0 $217K 0.11% NEW $11.21 -47.6%
495 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 9,101.0 $217K 0.11% NEW $23.84 +0.3%
496 AVT AVNET INC Technology 4,503.0 $217K 0.11% NEW $48.08 +73.3%
497 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 7,770.0 $216K 0.11% NEW $27.85 +49.8%
498 ARI APOLLO COML REAL EST FIN INC Real Estate 22,350.0 $216K 0.11% NEW $9.68 +12.6%
499 NEW GOLD INC CDA 24,789.0 $216K 0.11% NEW $8.71
500 IOSP INNOSPEC INC Basic Materials 2,817.0 $216K 0.11% NEW $76.54 +2.1%
Page 25 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%