PharVision Advisers

PharVision Advisers as of March 31, 2025

Portfolio Holdings for PharVision Advisers

PharVision Advisers holds 259 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ExlService Holdings (EXLS) 1.2 $837k 18k 47.21
Autodesk (ADSK) 0.9 $627k 2.4k 261.80
Qualcomm (QCOM) 0.9 $624k 4.1k 153.61
Navigator Hldgs SHS (NVGS) 0.8 $609k 46k 13.31
Global Ship Lease Com Cl A (GSL) 0.8 $591k 26k 22.85
Johnson Ctls Intl SHS (JCI) 0.8 $578k 7.2k 80.11
First Industrial Realty Trust (FR) 0.8 $577k 11k 53.96
Fidelity National Financial Fnf Group Com (FNF) 0.8 $565k 8.7k 65.08
Packaging Corporation of America (PKG) 0.8 $564k 2.9k 198.02
Cisco Systems (CSCO) 0.8 $547k 8.9k 61.71
Whitestone REIT (WSR) 0.7 $531k 37k 14.57
Postal Realty Trust Cl A (PSTL) 0.7 $531k 37k 14.28
Rithm Capital Corp Com New (RITM) 0.7 $521k 46k 11.45
Silgan Holdings (SLGN) 0.7 $512k 10k 51.12
Veritex Hldgs (VBTX) 0.7 $508k 20k 24.97
Corning Incorporated (GLW) 0.7 $494k 11k 45.78
Dynatrace Com New (DT) 0.7 $484k 10k 47.15
Element Solutions (ESI) 0.6 $467k 21k 22.61
Eastman Chemical Company (EMN) 0.6 $462k 5.2k 88.11
PNC Financial Services (PNC) 0.6 $456k 2.6k 175.77
Edison International (EIX) 0.6 $452k 7.7k 58.92
Knight-swift Transn Hldgs In Cl A (KNX) 0.6 $443k 10k 43.49
Cubesmart (CUBE) 0.6 $437k 10k 42.71
Empire St Rlty Tr Cl A (ESRT) 0.6 $434k 56k 7.82
Hancock Holding Company (HWC) 0.6 $424k 8.1k 52.45
Cirrus Logic (CRUS) 0.6 $422k 4.2k 99.66
Rayonier (RYN) 0.6 $422k 15k 27.88
Armstrong World Industries (AWI) 0.6 $422k 3.0k 140.88
Zoom Communications Cl A (ZM) 0.6 $414k 5.6k 73.77
Bellring Brands Common Stock (BRBR) 0.6 $408k 5.5k 74.46
Ensign (ENSG) 0.6 $407k 3.1k 129.40
Bank Of Nt Butterfield&son L Shs New (NTB) 0.6 $407k 11k 38.92
Webster Financial Corporation (WBS) 0.6 $401k 7.8k 51.55
Crown Holdings (CCK) 0.5 $396k 4.4k 89.26
Suncoke Energy (SXC) 0.5 $394k 43k 9.20
OceanFirst Financial (OCFC) 0.5 $392k 23k 17.01
Flowserve Corporation (FLS) 0.5 $392k 8.0k 48.84
Ethan Allen Interiors (ETD) 0.5 $390k 14k 27.70
Curtiss-Wright (CW) 0.5 $390k 1.2k 317.27
Option Care Health Com New (OPCH) 0.5 $388k 11k 34.95
Boston Scientific Corporation (BSX) 0.5 $384k 3.8k 100.88
Extra Space Storage (EXR) 0.5 $384k 2.6k 148.49
Nasdaq Omx (NDAQ) 0.5 $383k 5.0k 75.86
First Financial Ban (FFBC) 0.5 $382k 15k 24.98
Accenture Plc Ireland Shs Class A (ACN) 0.5 $381k 1.2k 312.04
Zebra Technologies Corporati Cl A (ZBRA) 0.5 $378k 1.3k 282.56
Nomad Foods Usd Ord Shs (NOMD) 0.5 $378k 19k 19.65
KBR (KBR) 0.5 $378k 7.6k 49.81
Las Vegas Sands (LVS) 0.5 $377k 9.8k 38.63
Tyson Foods Cl A (TSN) 0.5 $376k 5.9k 63.81
Bankunited (BKU) 0.5 $376k 11k 34.44
EnerSys (ENS) 0.5 $376k 4.1k 91.58
Bofi Holding (AX) 0.5 $375k 5.8k 64.52
Energizer Holdings (ENR) 0.5 $374k 13k 29.92
Leidos Holdings (LDOS) 0.5 $372k 2.8k 134.94
ScanSource (SCSC) 0.5 $371k 11k 34.01
Reinsurance Grp Of America I Com New (RGA) 0.5 $370k 1.9k 196.90
Anthem (ELV) 0.5 $369k 849.00 434.96
Accel Entertainment Com Cl A1 (ACEL) 0.5 $367k 37k 9.92
Pinterest Cl A (PINS) 0.5 $367k 12k 31.00
Enterprise Financial Services (EFSC) 0.5 $367k 6.8k 53.74
Janus Henderson Group Ord Shs (JHG) 0.5 $366k 10k 36.15
Getty Realty (GTY) 0.5 $363k 12k 31.18
Ringcentral Cl A (RNG) 0.5 $362k 15k 24.76
Equity Lifestyle Properties (ELS) 0.5 $362k 5.4k 66.70
Charles Schwab Corporation (SCHW) 0.5 $362k 4.6k 78.28
Avery Dennison Corporation (AVY) 0.5 $360k 2.0k 177.97
Flex Ord (FLEX) 0.5 $358k 11k 33.08
Ezcorp Cl A Non Vtg (EZPW) 0.5 $353k 24k 14.72
Cognizant Technology Solutio Cl A (CTSH) 0.5 $344k 4.5k 76.50
Zions Bancorporation (ZION) 0.5 $342k 6.9k 49.86
MDU Resources (MDU) 0.5 $340k 20k 16.91
Ofg Ban (OFG) 0.5 $335k 8.4k 40.02
Heartland Express (HTLD) 0.5 $335k 36k 9.22
Motorola Solutions Com New (MSI) 0.5 $333k 761.00 437.81
Analog Devices (ADI) 0.5 $333k 1.7k 201.67
New York Times Cl A (NYT) 0.5 $332k 6.7k 49.60
Viavi Solutions Inc equities (VIAV) 0.5 $332k 30k 11.19
Trane Technologies SHS (TT) 0.5 $330k 979.00 336.92
Comfort Systems USA (FIX) 0.5 $328k 1.0k 322.33
Uber Technologies (UBER) 0.5 $325k 4.5k 72.86
Korn Ferry Com New (KFY) 0.4 $324k 4.8k 67.83
Universal Hlth Svcs CL B (UHS) 0.4 $321k 1.7k 187.90
Scotts Miracle-gro Cl A (SMG) 0.4 $316k 5.8k 54.89
Bain Cap Specialty Fin Com Stk (BCSF) 0.4 $314k 19k 16.60
Keysight Technologies (KEYS) 0.4 $313k 2.1k 149.77
Tanger Factory Outlet Centers (SKT) 0.4 $312k 9.2k 33.79
Acuity Brands (AYI) 0.4 $308k 1.2k 263.35
Enova Intl (ENVA) 0.4 $306k 3.2k 96.56
MercadoLibre (MELI) 0.4 $306k 157.00 1950.87
Prologis (PLD) 0.4 $305k 2.7k 111.79
Old Second Ban (OSBC) 0.4 $303k 18k 16.64
Itron (ITRI) 0.4 $300k 2.9k 104.76
Amcor Ord (AMCR) 0.4 $299k 31k 9.70
Vici Pptys (VICI) 0.4 $296k 9.1k 32.62
Emerson Electric (EMR) 0.4 $295k 2.7k 109.64
Allegheny Technologies Incorporated (ATI) 0.4 $289k 5.6k 52.03
Hubbell (HUBB) 0.4 $289k 874.00 330.91
Minerals Technologies (MTX) 0.4 $286k 4.5k 63.57
Verra Mobility Corp Cl A Com Stk (VRRM) 0.4 $284k 13k 22.51
Danaher Corporation (DHR) 0.4 $284k 1.4k 205.00
Norfolk Southern (NSC) 0.4 $284k 1.2k 236.85
Vail Resorts (MTN) 0.4 $283k 1.8k 160.02
Ventas (VTR) 0.4 $283k 4.1k 68.76
Black Hills Corporation (BKH) 0.4 $282k 4.6k 60.65
New Mountain Finance Corp (NMFC) 0.4 $281k 25k 11.03
Gladstone Commercial Corporation (GOOD) 0.4 $279k 19k 14.98
Dominion Resources (D) 0.4 $278k 5.0k 56.07
Enerpac Tool Group Corp Cl A Com (EPAC) 0.4 $277k 6.2k 44.86
Connectone Banc (CNOB) 0.4 $277k 11k 24.31
Technipfmc (FTI) 0.4 $277k 8.7k 31.69
SYSCO Corporation (SYY) 0.4 $275k 3.7k 75.04
Houlihan Lokey Cl A (HLI) 0.4 $274k 1.7k 161.50
Chord Energy Corporation Com New (CHRD) 0.4 $272k 2.4k 112.72
Progressive Corporation (PGR) 0.4 $271k 956.00 283.01
Service Corporation International (SCI) 0.4 $269k 3.4k 80.20
Ambarella SHS (AMBA) 0.4 $269k 5.3k 50.33
Gentex Corporation (GNTX) 0.4 $268k 12k 23.30
Apogee Enterprises (APOG) 0.4 $268k 5.8k 46.33
Colfax Corp (ENOV) 0.4 $267k 7.0k 38.21
Popular Com New (BPOP) 0.4 $265k 2.9k 92.37
HNI Corporation (HNI) 0.4 $264k 6.0k 44.35
Okta Cl A (OKTA) 0.4 $264k 2.5k 105.22
Easterly Government Properti reit 0.4 $264k 25k 10.60
Simon Property (SPG) 0.4 $264k 1.6k 166.08
SkyWest (SKYW) 0.4 $264k 3.0k 87.37
East West Ban (EWBC) 0.4 $263k 2.9k 89.76
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.4 $263k 13k 20.53
Flowers Foods (FLO) 0.4 $262k 14k 19.01
Tapestry (TPR) 0.4 $259k 3.7k 70.41
Sally Beauty Holdings (SBH) 0.4 $258k 29k 9.03
Brixmor Prty (BRX) 0.4 $258k 9.7k 26.55
G-III Apparel (GIII) 0.4 $257k 9.4k 27.35
Independent Bank (INDB) 0.4 $256k 4.1k 62.65
Verizon Communications (VZ) 0.4 $254k 5.6k 45.36
Nextracker Class A Com (NXT) 0.4 $254k 6.0k 42.14
Bath &#38 Body Works In (BBWI) 0.4 $253k 8.3k 30.32
Intercontinental Exchange (ICE) 0.4 $253k 1.5k 172.50
Helmerich & Payne (HP) 0.3 $247k 9.5k 26.12
Sonic Automotive Cl A (SAH) 0.3 $247k 4.3k 56.96
Automatic Data Processing (ADP) 0.3 $247k 807.00 305.53
Sempra Energy (SRE) 0.3 $245k 3.4k 71.36
Dole Ord Shs (DOLE) 0.3 $244k 17k 14.45
Grand Canyon Education (LOPE) 0.3 $243k 1.4k 173.02
Raymond James Financial (RJF) 0.3 $242k 1.7k 138.91
Stag Industrial (STAG) 0.3 $239k 6.6k 36.12
Rubrik Cl A (RBRK) 0.3 $238k 3.9k 60.98
C H Robinson Worldwide Com New (CHRW) 0.3 $235k 2.3k 102.40
Taskus Class A Com (TASK) 0.3 $235k 17k 13.63
Masimo Corporation (MASI) 0.3 $235k 1.4k 166.60
Meta Platforms Cl A (META) 0.3 $233k 404.00 576.36
Thermo Fisher Scientific (TMO) 0.3 $232k 467.00 497.60
Jamf Hldg Corp (JAMF) 0.3 $231k 19k 12.15
Tenet Healthcare Corp Com New (THC) 0.3 $231k 1.7k 134.50
Alexander & Baldwin (ALEX) 0.3 $231k 13k 17.23
Union Pacific Corporation (UNP) 0.3 $230k 972.00 236.24
Amazon (AMZN) 0.3 $229k 1.2k 190.26
Banner Corp Com New (BANR) 0.3 $229k 3.6k 63.77
Qualys (QLYS) 0.3 $228k 1.8k 125.93
Dover Corporation (DOV) 0.3 $227k 1.3k 175.68
Iridium Communications (IRDM) 0.3 $226k 8.3k 27.32
Urban Outfitters (URBN) 0.3 $226k 4.3k 52.40
Sonoco Products Company (SON) 0.3 $225k 4.8k 47.24
Wells Fargo & Company (WFC) 0.3 $225k 3.1k 71.79
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.3 $225k 18k 12.74
Yum! Brands (YUM) 0.3 $222k 1.4k 157.36
Bwx Technologies (BWXT) 0.3 $221k 2.2k 98.65
4068594 Enphase Energy (ENPH) 0.3 $221k 3.6k 62.05
Phreesia (PHR) 0.3 $220k 8.6k 25.56
ResMed (RMD) 0.3 $219k 979.00 223.85
Linde SHS (LIN) 0.3 $218k 469.00 465.64
Hub Group Cl A (HUBG) 0.3 $218k 5.9k 37.17
Lam Research Corp Com New (LRCX) 0.3 $218k 3.0k 72.70
Stryker Corporation (SYK) 0.3 $218k 586.00 372.25
Simply Good Foods (SMPL) 0.3 $218k 6.3k 34.49
Clear Secure Com Cl A (YOU) 0.3 $217k 8.4k 25.91
Taylor Morrison Hom (TMHC) 0.3 $216k 3.6k 60.04
CSX Corporation (CSX) 0.3 $216k 7.3k 29.43
Travel Leisure Ord (TNL) 0.3 $216k 4.7k 46.29
McKesson Corporation (MCK) 0.3 $216k 321.00 672.99
First Bancorp P R Com New (FBP) 0.3 $216k 11k 19.17
Tyler Technologies (TYL) 0.3 $216k 371.00 581.39
Us Bancorp Del Com New (USB) 0.3 $215k 5.1k 42.22
Align Technology (ALGN) 0.3 $214k 1.3k 158.86
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $214k 2.6k 80.71
Trinity Cap (TRIN) 0.3 $212k 14k 15.16
Sealed Air (SEE) 0.3 $211k 7.3k 28.90
United Bankshares (UBSI) 0.3 $211k 6.1k 34.67
FARO Technologies (FARO) 0.3 $211k 7.7k 27.30
Verisign (VRSN) 0.3 $209k 823.00 253.87
Chatham Lodging Trust (CLDT) 0.3 $208k 29k 7.13
Gaming & Leisure Pptys (GLPI) 0.3 $208k 4.1k 50.90
Elastic N V Ord Shs (ESTC) 0.3 $208k 2.3k 89.10
CMS Energy Corporation (CMS) 0.3 $206k 2.7k 75.11
Williams Companies (WMB) 0.3 $206k 3.4k 59.76
Veeva Sys Cl A Com (VEEV) 0.3 $205k 886.00 231.63
Archrock (AROC) 0.3 $205k 7.8k 26.24
Portland Gen Elec Com New (POR) 0.3 $203k 4.5k 44.60
Halliburton Company (HAL) 0.3 $203k 8.0k 25.37
Immersion Corporation (IMMR) 0.3 $201k 27k 7.58
Smurfit Westrock SHS (SW) 0.3 $201k 4.5k 45.06
F.N.B. Corporation (FNB) 0.3 $198k 15k 13.45
Sprinklr Cl A (CXM) 0.3 $190k 23k 8.35
International Game Technolog Shs Usd (BRSL) 0.3 $188k 12k 16.26
Ardent Health Partners (ARDT) 0.3 $188k 14k 13.75
Permian Resources Corp Class A Com (PR) 0.3 $186k 13k 13.85
Orion Engineered Carbons (OEC) 0.3 $186k 14k 12.93
Apple Hospitality Reit Com New (APLE) 0.3 $184k 14k 12.91
Gilat Satellite Networks Shs New (GILT) 0.3 $183k 29k 6.35
Siriuspoint (SPNT) 0.3 $183k 11k 17.29
Macerich Company (MAC) 0.2 $179k 10k 17.17
Varex Imaging (VREX) 0.2 $178k 15k 11.60
Children's Place Retail Stores (PLCE) 0.2 $178k 20k 8.74
ViaSat (VSAT) 0.2 $176k 17k 10.42
Runway Growth Finance Corp (RWAY) 0.2 $175k 17k 10.35
Deluxe Corporation (DLX) 0.2 $173k 11k 15.81
PG&E Corporation (PCG) 0.2 $172k 10k 17.18
Quantum Computing (QUBT) 0.2 $171k 21k 8.00
Avepoint Com Cl A (AVPT) 0.2 $168k 12k 14.44
Freshworks Class A Com (FRSH) 0.2 $167k 12k 14.11
Rivian Automotive Com Cl A (RIVN) 0.2 $164k 13k 12.45
Nov (NOV) 0.2 $163k 11k 15.22
WisdomTree Investments (WT) 0.2 $161k 18k 8.92
Pennantpark Floating Rate Capi (PFLT) 0.2 $161k 14k 11.19
Radiant Logistics (RLGT) 0.2 $158k 26k 6.15
Orchid Is Cap Com New (ORC) 0.2 $157k 21k 7.52
TFS Financial Corporation (TFSL) 0.2 $156k 13k 12.39
Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $151k 17k 8.70
Cleanspark Com New (CLSK) 0.2 $140k 21k 6.72
Cars (CARS) 0.2 $136k 12k 11.27
Kelly Svcs Cl A (KELYA) 0.2 $136k 10k 13.17
Cerence (CRNC) 0.2 $135k 17k 7.90
Ermenegildo Zegna N V Ord Shs (ZGN) 0.2 $135k 18k 7.40
Legalzoom (LZ) 0.2 $135k 16k 8.61
Inmune Bio Ord (INMB) 0.2 $135k 17k 7.81
Lo (LOCO) 0.2 $133k 13k 10.30
Nu Hldgs Ord Shs Cl A (NU) 0.2 $129k 13k 10.24
Janus International Group In Common Stock (JBI) 0.2 $128k 18k 7.20
Iren Ordinary Shares (IREN) 0.2 $126k 21k 6.09
Genius Sports Shares Cl A (GENI) 0.2 $118k 12k 10.01
Stagwell Com Cl A (STGW) 0.2 $117k 19k 6.05
Soundhound Ai Class A Com (SOUN) 0.2 $116k 14k 8.12
Udemy (UDMY) 0.2 $110k 14k 7.76
1 800 Flowers Cl A (FLWS) 0.2 $110k 19k 5.90
Snap Cl A (SNAP) 0.1 $108k 12k 8.71
Realreal (REAL) 0.1 $106k 20k 5.39
Energy Services of America (ESOA) 0.1 $101k 11k 9.45
Hanesbrands (HBI) 0.1 $98k 17k 5.77
Rigetti Computing Common Stock (RGTI) 0.1 $97k 12k 7.92
PennantPark Investment (PNNT) 0.1 $95k 14k 7.03
Ellington Credit Company Com Shs Ben Int (EARN) 0.1 $93k 17k 5.41
Triplepoint Venture Gr Bdc cs (TPVG) 0.1 $92k 13k 6.98
Oil States International (OIS) 0.1 $92k 18k 5.15
Coursera (COUR) 0.1 $87k 13k 6.66
Global Business Travel Group Com Cl A (GBTG) 0.1 $83k 11k 7.26
Amc Networks Cl A (AMCX) 0.1 $78k 11k 6.88
Super Group Sghc Ord Shs (SGHC) 0.1 $71k 11k 6.44
Sunrun (RUN) 0.1 $69k 12k 5.86
Joby Aviation Common Stock (JOBY) 0.1 $61k 10k 6.02