Fund HoldingsPharVision Advisers, LLC

Total Portfolio Value
$197.54M
Total Bought
$137.08M
Total Sold
$117.97M
Net Transaction
+$19.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DELEK US HLDGS INC NEW(DK)024,407+24,40707240.37%+724
BROADCOM INC(AVGO)01,932+1,93206690.34%+669
AGILENT TECHNOLOGIES INC(A)04,524+4,52406160.31%+616
WARNER MUSIC GROUP CORP(WMG)019,355+19,35505940.30%+594
PEABODY ENERGY CORP(BTU)019,229+19,22905710.29%+571
GENERAL DYNAMICS CORP(GD)01,680+1,68005660.29%+566
THE REALREAL INC(REAL)035,668+35,66805630.28%+563
ARMSTRONG WORLD INDS INC NEW(AWI)02,833+2,83305410.27%+541
ECHOSTAR CORP(ECHO)04,970+4,97005400.27%+540
HERTZ GLOBAL HLDGS INC0104,972+104,97205400.27%+540
LUMENTUM HLDGS INC(LITE)01,445+1,44505330.27%+533
SYMBOTIC INC(SYM)08,911+8,91105300.27%+530
AMERICOLD REALTY TRUST INC(COLD)040,714+40,71405240.27%+524
TELOS CORP MD0102,564+102,56405230.26%+523
PHOTRONICS INC(PLAB)016,280+16,28005210.26%+521
SPHERE ENTERTAINMENT CO(SPHR)05,438+5,43805170.26%+517
PAGAYA TECHNOLOGIES LTD(PGY)024,617+24,61705140.26%+514
WORKIVA INC(WK)05,892+5,89205080.26%+508
WHEATON PRECIOUS METALS CORP(WPM)04,318+4,31805070.26%+507
NORTHRIM BANCORP INC018,884+18,88405030.25%+503
LYFT INC(LYFT)025,934+25,93405020.25%+502
NABORS INDUSTRIES LTD(NBR)08,948+8,94804860.25%+486
PROG HOLDINGS INC(PRG)016,380+16,38004830.24%+483
STRYKER CORPORATION(SYK)01,369+1,36904810.24%+481
O-I GLASS INC(OI)031,871+31,87104700.24%+470
FABRINET(FN)01,023+1,02304660.24%+466
GRIFFON CORP(GFF)06,307+6,30704650.24%+465
LATAM AIRLINES GROUP SA(LTM)08,589+8,58904640.23%+464
IMAX CORP012,510+12,51004620.23%+462
PETROLEO BRASILEIRO SA PETRO(PBR)038,680+38,68004580.23%+458
ASANA INC(ASAN)049,191+49,19106740.34%+674
ASTRONICS CORP08,409+8,40904560.23%+456
ONE GAS INC(OGS)05,901+5,90104560.23%+456
FRONTIER GROUP HLDGS INC(ULCC)096,681+96,68104550.23%+455
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,648+1,64804540.23%+454
TRANSALTA CORP(TAC)035,899+35,89904540.23%+454
MOLSON COORS BEVERAGE CO(TAP)09,699+9,69904530.23%+453
UWM HOLDINGS CORPORATION(UWMC)0101,932+101,93204460.23%+446
VALVOLINE INC(VVV)015,360+15,36004460.23%+446
VERALTO CORP(VLTO)04,461+4,46104450.23%+445
NNN REIT INC(NNN)011,199+11,19904440.22%+444
KIMBERLY-CLARK CORP(KMB)04,389+4,38904430.22%+443
NOVOCURE LTD(NVCR)034,227+34,22704430.22%+443
MAGNERA CORP029,209+29,20904420.22%+442
MANCHESTER UTD PLC NEW
ORD CL A
027,774+27,77404420.22%+442
TUTOR PERINI CORP(TPC)06,585+6,58504410.22%+441
POOL CORP(POOL)01,914+1,91404380.22%+438
POET TECHNOLOGIES INC(POET)069,072+69,07204370.22%+437
SPOTIFY TECHNOLOGY S A(SPOT)0747+74704340.22%+434
LEONARDO DRS INC(DRS)012,693+12,69304330.22%+433
BRIXMOR PPTY GROUP INC(BRX)016,411+16,41104300.22%+430
LAUREATE EDUCATION INC(LAUR)012,775+12,77504300.22%+430
HP INC(HPQ)019,024+19,02404240.21%+424
MONDAY COM LTD
SHS
02,871+2,87104240.21%+424
INFUSYSTEM HLDGS INC046,916+46,91604210.21%+421
SYSCO CORP(SYY)05,695+5,69504200.21%+420
ORION S.A.079,369+79,36904190.21%+419
HINGE HEALTH INC(HNGE)08,983+8,98304170.21%+417
PLYMOUTH INDL REIT INC018,939+18,93904140.21%+414
DIGITAL TURBINE INC(APPS)082,744+82,74404140.21%+414
CROWN HLDGS INC(CCK)04,016+4,01604140.21%+414
UBIQUITI INC(UI)0745+74504120.21%+412
AMERICAN WTR WKS CO INC NEW03,148+3,14804110.21%+411
NIO INC(NIO)0110,544+110,54405640.29%+564
AVIS BUDGET GROUP03,169+3,16904070.21%+407
PUBMATIC INC045,735+45,73504060.21%+406
COMMSCOPE HLDG CO INC(VISN)022,174+22,17404020.20%+402
INSPIRE MED SYS INC(INSP)04,358+4,35804020.20%+402
DILLARDS INC(DDS)0661+66104010.20%+401
INVITATION HOMES INC(INVH)014,403+14,40304000.20%+400
RAMACO RES INC022,178+22,17803990.20%+399
MICRON TECHNOLOGY INC(MU)01,397+1,39703990.20%+399
VITAL FARMS INC012,407+12,40703960.20%+396
EXP WORLD HLDGS INC043,765+43,76503960.20%+396
VERICEL CORP(VCEL)010,949+10,94903940.20%+394
SANOFI SA(SNY)08,121+8,12103940.20%+394
TE CONNECTIVITY PLC(TEL)01,727+1,72703930.20%+393
HUNT J B TRANS SVCS INC(JBHT)02,020+2,02003930.20%+393
MSC INCOME FUND INC029,601+29,60103890.20%+389
CENTRAL BANCOMPANY(CBC)016,076+16,07603880.20%+388
AT&T INC(T)015,610+15,61003880.20%+388
TRANE TECHNOLOGIES PLC(TT)0996+99603880.20%+388
BLACKSKY TECHNOLOGY INC020,567+20,56703860.20%+386
OMADA HEALTH INC(OMDA)024,415+24,41503850.20%+385
COGNEX CORP(CGNX)010,696+10,69603850.19%+385
GAMING & LEISURE PPTYS INC(GLPI)08,431+8,43103770.19%+377
COMMERCE.COM INC090,174+90,17403720.19%+372
INOGEN INC055,240+55,24003710.19%+371
SKYWATER TECHNOLOGY INC(SKYT)020,441+20,44103710.19%+371
WALMART INC(WMT)05,150+5,15005740.29%+574
IRIDIUM COMMUNICATIONS INC(IRDM)021,298+21,29803700.19%+370
HEARTLAND EXPRESS INC(HTLD)040,960+40,96003700.19%+370
AFLAC INC(AFL)03,331+3,33103670.19%+367
JOHNSON & JOHNSON(JNJ)01,771+1,77103670.19%+367
RUSH STREET INTERACTIVE INC(RSI)018,798+18,79803650.18%+365
BLOOMIN BRANDS INC058,603+58,60303620.18%+362
HANOVER INS GROUP INC(THG)01,978+1,97803620.18%+362
NIU TECHNOLOGIES0119,283+119,28303610.18%+361
KIRBY CORP(KEX)03,270+3,27003600.18%+360
MYRIAD GENETICS INC058,497+58,49703600.18%+360
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