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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 30 of 34  ·  667 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 JAMF HLDG CORP 14,573.0 $190K 0.10% NEW $13.01
582 KELYA KELLY SVCS INC Industrials 21,486.0 $189K 0.10% NEW $8.80 +11.5%
583 PALLADYNE AI CORP 44,149.0 $188K 0.10% NEW $4.26
584 GNE GENIE ENERGY LTD Utilities 13,628.0 $188K 0.10% NEW $13.78 -5.3%
585 VIAV VIAVI SOLUTIONS INC Technology 10,510.0 $187K 0.10% NEW $17.82 +198.0%
586 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 45,119.0 $185K 0.09% NEW $4.10 -3.7%
587 CARS CARS COM INC Consumer Cyclical 15,029.0 $183K 0.09% NEW $12.20 -19.3%
588 ONDS ONDAS HLDGS INC Technology 18,641.0 $182K 0.09% NEW $9.76 +14.9%
589 NPCE NEUROPACE INC Healthcare 11,699.0 $181K 0.09% NEW $15.44 +2.3%
590 EVH EVOLENT HEALTH INC Healthcare 44,967.0 $180K 0.09% NEW $4.00 +2.5%
591 QS QUANTUMSCAPE CORP Consumer Cyclical 17,152.0 $179K 0.09% NEW $10.42 -17.5%
592 NOV NOV INC Energy 11,416.0 $178K 0.09% NEW $15.63 +31.9%
593 BTCS BTCS INC Financial Services 66,722.0 $176K 0.09% NEW $2.64 -30.7%
594 DOLE DOLE PLC Consumer Defensive 11,683.0 $175K 0.09% NEW $14.99 -4.1%
595 LPL LG DISPLAY CO LTD Technology 40,512.0 $171K 0.09% NEW $4.21 +26.6%
596 BLZE BACKBLAZE INC Technology 36,502.0 $170K 0.09% NEW $4.66 +50.9%
597 NFBK NORTHFIELD BANCORP INC DEL Financial Services 14,872.0 $170K 0.09% NEW $11.43 +22.8%
598 WSR WHITESTONE REIT Real Estate 12,229.0 $170K 0.09% NEW $13.89 +36.7%
599 CION CION INVT CORP Financial Services 17,485.0 $169K 0.09% NEW $9.67 -30.4%
600 ITUB ITAU UNIBANCO HLDG S A Financial Services 23,256.0 $167K 0.08% NEW $7.16 +13.1%
Page 30 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%