Fund HoldingsPharVision Advisers, LLC

Total Portfolio Value
$72.10M
Total Bought
$49.28M
Total Sold
$95.24M
Net Transaction
-$45.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QUALCOMM INC(QCOM)04,062+4,06206240.87%+624
NAVIGATOR HLDGS LTD(NVGS)045,751+45,75106090.84%+609
GLOBAL SHIP LEASE INC NEW
COM CL A
025,843+25,84305910.82%+591
FIDELITY NATIONAL FINANCIAL(FNF)08,675+8,67505650.78%+565
POSTAL REALTY TRUST INC(PSTL)037,207+37,20705310.74%+531
VERITEX HLDGS INC020,340+20,34005080.70%+508
DYNATRACE INC(DT)010,267+10,26704840.67%+484
EASTMAN CHEM CO(EMN)05,242+5,24204620.64%+462
PNC FINL SVCS GROUP INC(PNC)02,596+2,59604560.63%+456
EDISON INTL(EIX)07,675+7,67504520.63%+452
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)010,187+10,18704430.61%+443
EMPIRE ST RLTY TR INC(ESRT)055,526+55,52604340.60%+434
HANCOCK WHITNEY CORPORATION(HWC)08,082+8,08204240.59%+424
CIRRUS LOGIC INC(CRUS)04,239+4,23904220.59%+422
ZOOM COMMUNICATIONS INC(ZM)05,605+5,60504130.57%+413
BELLRING BRANDS INC(BRBR)05,474+5,47404080.57%+408
WEBSTER FINL CORP(WBS)07,787+7,78704010.56%+401
CROWN HLDGS INC(CCK)04,440+4,44003960.55%+396
RITHM CAPITAL CORP(RITM)045,505+45,50505210.72%+521
CURTISS WRIGHT CORP(CW)01,230+1,23003900.54%+390
BOSTON SCIENTIFIC CORP(BSX)03,809+3,80903840.53%+384
EXTRA SPACE STORAGE INC(EXR)02,585+2,58503840.53%+384
NASDAQ INC(NDAQ)05,048+5,04803830.53%+383
ACCENTURE PLC IRELAND
SHS CLASS A
01,221+1,22103810.53%+381
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,338+1,33803780.52%+378
LAS VEGAS SANDS CORP(LVS)09,765+9,76503770.52%+377
TYSON FOODS INC(TSN)05,890+5,89003760.52%+376
BANKUNITED INC(BKU)010,912+10,91203760.52%+376
ENERSYS(ENS)04,103+4,10303760.52%+376
AXOS FINANCIAL INC(AX)05,812+5,81203750.52%+375
LEIDOS HOLDINGS INC(LDOS)02,759+2,75903720.52%+372
SCANSOURCE INC(SCSC)010,904+10,90403710.51%+371
REINSURANCE GRP OF AMERICA I(RGA)01,880+1,88003700.51%+370
ELEVANCE HEALTH INC(ELV)0849+84903690.51%+369
ENTERPRISE FINL SVCS CORP(EFSC)06,819+6,81903660.51%+366
JANUS HENDERSON GROUP PLC010,123+10,12303660.51%+366
FLEX LTD(FLEX)010,835+10,83503580.50%+358
EZCORP INC(EZPW)024,003+24,00303530.49%+353
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)04,492+4,49203440.48%+344
ZIONS BANCORPORATION N A(ZION)06,864+6,86403420.47%+342
AUTODESK INC02,396+2,39606270.87%+627
MDU RES GROUP INC(MDU)020,083+20,08303400.47%+340
OFG BANCORP(OFG)08,379+8,37903350.47%+335
HEARTLAND EXPRESS INC(HTLD)036,339+36,33903350.46%+335
MOTOROLA SOLUTIONS INC(MSI)0761+76103330.46%+333
ANALOG DEVICES INC(ADI)01,651+1,65103330.46%+333
VIAVI SOLUTIONS INC(VIAV)029,702+29,70203320.46%+332
WHITESTONE REIT(WSR)036,471+36,47105310.74%+531
KORN FERRY(KFY)04,771+4,77103240.45%+324
SCOTTS MIRACLE-GRO CO(SMG)05,760+5,76003160.44%+316
BAIN CAP SPECIALTY FIN INC(BCSF)018,929+18,92903140.44%+314
KEYSIGHT TECHNOLOGIES INC(KEYS)02,091+2,09103130.43%+313
FIRST INDL RLTY TR INC(FR)010,684+10,68405770.80%+577
TANGER INC(SKT)09,238+9,23803120.43%+312
ACUITY INC(AYI)01,168+1,16803080.43%+308
ENOVA INTL INC(ENVA)03,172+3,17203060.42%+306
MERCADOLIBRE INC(MELI)0157+15703060.42%+306
PROLOGIS INC.(PLD)02,728+2,72803050.42%+305
ITRON INC(ITRI)02,859+2,85903000.42%+300
AMCOR PLC(AMCR)030,853+30,85302990.42%+299
JOHNSON CTLS INTL PLC
SHS
07,214+7,21405780.80%+578
VICI PPTYS INC(VICI)09,080+9,08002960.41%+296
EMERSON ELEC CO(EMR)02,688+2,68802950.41%+295
ATI INC(ATI)05,563+5,56302890.40%+289
HUBBELL INC(HUBB)0874+87402890.40%+289
VERRA MOBILITY CORP012,632+12,63202840.39%+284
DANAHER CORPORATION(DHR)01,384+1,38402840.39%+284
NORFOLK SOUTHN CORP(NSC)01,197+1,19702840.39%+284
VAIL RESORTS INC(MTN)01,770+1,77002830.39%+283
BLACK HILLS CORP04,647+4,64702820.39%+282
NEW MTN FIN CORP025,442+25,44202810.39%+281
DOMINION ENERGY INC(D)04,960+4,96002780.39%+278
ENERPAC TOOL GROUP CORP(EPAC)06,184+6,18402770.38%+277
CONNECTONE BANCORP INC(CNOB)011,389+11,38902770.38%+277
SYSCO CORP(SYY)03,667+3,66702750.38%+275
HOULIHAN LOKEY INC(HLI)01,698+1,69802740.38%+274
CHORD ENERGY CORPORATION(CHRD)02,412+2,41202720.38%+272
PROGRESSIVE CORP(PGR)0956+95602710.38%+271
SERVICE CORP INTL(SCI)03,352+3,35202690.37%+269
AMBARELLA INC(AMBA)05,335+5,33502690.37%+269
GENTEX CORP(GNTX)011,512+11,51202680.37%+268
APOGEE ENTERPRISES INC05,786+5,78602680.37%+268
ENOVIS CORPORATION(ENOV)06,975+6,97502670.37%+267
POPULAR INC(BPOP)02,868+2,86802650.37%+265
HNI CORP(HNI)05,961+5,96102640.37%+264
SIMON PPTY GROUP INC NEW(SPG)01,588+1,58802640.37%+264
EAST WEST BANCORP INC(EWBC)02,928+2,92802630.36%+263
SIMMONS 1ST NATL CORP(SFNC)012,798+12,79802630.36%+263
FLOWERS FOODS INC(FLO)013,766+13,76602620.36%+262
G III APPAREL GROUP LTD(GIII)09,397+9,39702570.36%+257
INDEPENDENT BK CORP MASS(INDB)04,084+4,08402560.35%+256
PACKAGING CORP AMER(PKG)02,850+2,85005640.78%+564
NEXTRACKER INC06,028+6,02802540.35%+254
INTERCONTINENTAL EXCHANGE IN(ICE)01,466+1,46602530.35%+253
HELMERICH & PAYNE INC(HP)09,473+9,47302470.34%+247
SONIC AUTOMOTIVE INC(SAH)04,331+4,33102470.34%+247
AUTOMATIC DATA PROCESSING IN0807+80702470.34%+247
DOLE PLC(DOLE)016,853+16,85302440.34%+244
GRAND CANYON ED INC(LOPE)01,402+1,40202430.34%+243
RAYMOND JAMES FINL INC(RJF)01,739+1,73902420.34%+242
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