Fund HoldingsPharVision Advisers, LLC

Total Portfolio Value
$69.61M
Total Bought
$53.18M
Total Sold
$55.62M
Net Transaction
-$2.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MONSTER BEVERAGE CORP NEW(MNST)08,394+8,39405260.76%+526
CLOROX CO DEL(CLX)04,249+4,24905100.73%+510
NORDSON CORP(NDSN)02,241+2,24104800.69%+480
ORACLE CORP(ORCL)02,147+2,14704690.67%+469
EQUINIX INC(EQIX)0549+54904370.63%+437
WESTERN UN CO(WU)051,690+51,69004350.63%+435
PALO ALTO NETWORKS INC(PANW)02,114+2,11404330.62%+433
WORKDAY INC(WDAY)01,783+1,78304280.61%+428
BRIGHT HORIZONS FAM SOL IN D(BFAM)03,432+3,43204240.61%+424
ROCKET COS INC(RKT)029,317+29,31704160.60%+416
AGREE RLTY CORP05,654+5,65404130.59%+413
INTUIT(INTU)0524+52404130.59%+413
NATIONAL STORAGE AFFILIATES(NSA)012,807+12,80704100.59%+410
AVISTA CORP(AVA)010,534+10,53404000.57%+400
META PLATFORMS INC(META)0844+84406230.89%+623
DTE ENERGY CO(DTB)02,928+2,92803880.56%+388
ROYAL GOLD INC(RGLD)02,135+2,13503800.55%+380
COPA HOLDINGS SA(CPA)03,427+3,42703770.54%+377
FERGUSON ENTERPRISES INC(FERG)01,699+1,69903700.53%+370
SCIENCE APPLICATIONS INTL CO(SAIC)03,200+3,20003600.52%+360
CARMAX INC(KMX)05,303+5,30303560.51%+356
CROCS INC(CROX)03,514+3,51403560.51%+356
SALESFORCE INC(CRM)01,305+1,30503560.51%+356
MICRON TECHNOLOGY INC(MU)02,885+2,88503560.51%+356
GARRETT MOTION INC(GTX)033,491+33,49103520.51%+352
CINEMARK HLDGS INC(CNK)011,552+11,55203490.50%+349
REGAL REXNORD CORPORATION(RRX)02,404+2,40403480.50%+348
US FOODS HLDG CORP(USFD)04,519+4,51903480.50%+348
ESSENTIAL PPTYS RLTY TR INC010,860+10,86003470.50%+347
ENCOMPASS HEALTH CORP(EHC)02,810+2,81003450.50%+345
ALLISON TRANSMISSION HLDGS I(ALSN)03,615+3,61503430.49%+343
SOUTHSTATE CORPORATION03,726+3,72603430.49%+343
INVITATION HOMES INC(INVH)010,444+10,44403430.49%+343
BOX INC(BOX)010,005+10,00503420.49%+342
BROADSTONE NET LEASE INC(BNL)021,165+21,16503400.49%+340
CINCINNATI FINL CORP(CINF)02,273+2,27303380.49%+338
DISNEY WALT CO(DIS)02,719+2,71903370.48%+337
PINNACLE WEST CAP CORP(PNW)03,725+3,72503330.48%+333
ZOETIS INC(ZTS)02,099+2,09903270.47%+327
DORIAN LPG LTD(LPG)013,426+13,42603270.47%+327
EPAM SYS INC(EPAM)01,847+1,84703270.47%+327
GE AEROSPACE(GE)01,254+1,25403230.46%+323
OLD NATL BANCORP IND(ONB)015,008+15,00803200.46%+320
CORECIVIC INC(CXW)015,178+15,17803200.46%+320
STANDARDAERO INC(SARO)010,083+10,08303190.46%+319
WOODWARD INC(WWD)01,301+1,30103190.46%+319
DELL TECHNOLOGIES INC(DELL)02,578+2,57803160.45%+316
VEEVA SYS INC(VEEV)01,805+1,80505200.75%+520
CHIMERA INVT CORP(CIM)022,298+22,29803090.44%+309
GRINDR INC(GRND)013,609+13,60903090.44%+309
STERIS PLC(STE)01,283+1,28303080.44%+308
GENWORTH FINL INC(GNW)039,500+39,50003070.44%+307
MUELLER INDS INC(MLI)03,850+3,85003060.44%+306
BOOKING HOLDINGS INC(BKNG)052+5203010.43%+301
COSTCO WHSL CORP NEW(COST)0303+30303000.43%+300
HONEYWELL INTL INC(HON)01,288+1,28803000.43%+300
HUBSPOT INC(HUBS)0535+53502980.43%+298
TOAST INC(TOST)06,662+6,66202950.42%+295
XP INC(XP)014,437+14,43702920.42%+292
WEST PHARMACEUTICAL SVSC INC(WST)01,332+1,33202910.42%+291
GREIF INC(GEF)04,482+4,48202910.42%+291
AUTONATION INC(AN)01,462+1,46202900.42%+290
WILLIAMS SONOMA INC(WSM)01,749+1,74902860.41%+286
CARDINAL HEALTH INC(CAH)01,694+1,69402850.41%+285
DONALDSON INC(DCI)04,100+4,10002840.41%+284
WORTHINGTON ENTERPRISES INC(WOR)04,412+4,41202810.40%+281
DENTSPLY SIRONA INC(XRAY)017,652+17,65202800.40%+280
PRIMO BRANDS CORPORATION(PRMB)09,422+9,42202790.40%+279
ROCKWELL AUTOMATION INC(ROK)0838+83802780.40%+278
CARGURUS INC(CARG)08,214+8,21402750.39%+275
ITT INC(ITT)01,747+1,74702740.39%+274
PALANTIR TECHNOLOGIES INC(PLTR)01,988+1,98802710.39%+271
COHEN & STEERS INC(CNS)03,586+3,58602700.39%+270
ANTERO MIDSTREAM CORP(AM)014,192+14,19202690.39%+269
PRIMERICA INC(PRI)0982+98202690.39%+269
T-MOBILE US INC(TMUS)01,122+1,12202670.38%+267
NEW JERSEY RES CORP(NJR)05,922+5,92202650.38%+265
ELME COMMUNITIES016,664+16,66402650.38%+265
MARTEN TRANS LTD(MRTN)020,375+20,37502650.38%+265
KLA CORP(KLAC)0295+29502640.38%+264
TRANSMEDICS GROUP INC(TMDX)01,970+1,97002640.38%+264
ADOBE INC(ADBE)0682+68202640.38%+264
SIGNET JEWELERS LIMITED
SHS
03,307+3,30702630.38%+263
ROGERS CORP(ROG)03,822+3,82202620.38%+262
XYLEM INC(XYL)02,016+2,01602610.37%+261
M/I HOMES INC(MHO)02,324+2,32402610.37%+261
INTREPID POTASH INC07,286+7,28602600.37%+260
EBAY INC.(EBAY)03,486+3,48602600.37%+260
INTAPP INC(INTA)05,025+5,02502590.37%+259
OLD REP INTL CORP(ORI)06,689+6,68902570.37%+257
MGIC INVT CORP WIS(MTG)09,206+9,20602560.37%+256
MAREX GROUP PLC(MRX)06,458+6,45802550.37%+255
WIX COM LTD
SHS
01,604+1,60402540.37%+254
MARKETAXESS HLDGS INC(MKTX)01,135+1,13502530.36%+253
GLOBALFOUNDRIES INC(GFS)06,623+6,62302530.36%+253
AERCAP HOLDINGS NV(AER)02,146+2,14602510.36%+251
WABTEC(WAB)01,195+1,19502500.36%+250
TEXAS INSTRS INC(TXN)01,203+1,20302500.36%+250
AMER SPORTS INC(AS)06,443+6,44302500.36%+250
CAPITAL SOUTHWEST CORP(CSWC)011,249+11,24902480.36%+248
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