PharVision Advisers

PharVision Advisers as of June 30, 2025

Portfolio Holdings for PharVision Advisers

PharVision Advisers holds 267 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ExlService Holdings (EXLS) 1.1 $776k 18k 43.79
Meta Platforms Cl A (META) 0.9 $623k 844.00 738.09
Cirrus Logic (CRUS) 0.8 $563k 5.4k 104.25
Monster Beverage Corp (MNST) 0.8 $526k 8.4k 62.64
Veeva Sys Cl A Com (VEEV) 0.7 $520k 1.8k 287.98
Clorox Company (CLX) 0.7 $510k 4.2k 120.07
Okta Cl A (OKTA) 0.7 $488k 4.9k 99.97
Nordson Corporation (NDSN) 0.7 $480k 2.2k 214.37
Oracle Corporation (ORCL) 0.7 $469k 2.1k 218.63
Gladstone Commercial Corporation (GOOD) 0.6 $451k 32k 14.33
Extra Space Storage (EXR) 0.6 $439k 3.0k 147.44
Equinix (EQIX) 0.6 $437k 549.00 795.47
Western Union Company (WU) 0.6 $435k 52k 8.42
Palo Alto Networks (PANW) 0.6 $433k 2.1k 204.64
Workday Cl A (WDAY) 0.6 $428k 1.8k 240.00
Portland Gen Elec Com New (POR) 0.6 $427k 11k 40.63
Autodesk (ADSK) 0.6 $426k 1.4k 309.57
Bright Horizons Fam Sol In D (BFAM) 0.6 $424k 3.4k 123.59
Qualcomm (QCOM) 0.6 $420k 2.6k 159.26
Rocket Cos Com Cl A (RKT) 0.6 $416k 29k 14.18
Agree Realty Corporation (ADC) 0.6 $413k 5.7k 73.06
Intuit (INTU) 0.6 $413k 524.00 787.63
Analog Devices (ADI) 0.6 $411k 1.7k 238.02
National Storage Affiliates Com Shs Ben In (NSA) 0.6 $410k 13k 31.99
Sprinklr Cl A (CXM) 0.6 $409k 48k 8.46
Urban Outfitters (URBN) 0.6 $406k 5.6k 72.54
Simon Property (SPG) 0.6 $403k 2.5k 160.76
Avista Corporation (AVA) 0.6 $400k 11k 37.95
Cisco Systems (CSCO) 0.6 $398k 5.7k 69.38
DTE Energy Company (DTE) 0.6 $388k 2.9k 132.46
Royal Gold (RGLD) 0.5 $380k 2.1k 177.84
New Mountain Finance Corp (NMFC) 0.5 $379k 36k 10.55
Copa Holdings Sa Cl A (CPA) 0.5 $377k 3.4k 109.97
Postal Realty Trust Cl A (PSTL) 0.5 $374k 25k 14.73
Trinity Cap (TRIN) 0.5 $373k 27k 14.07
Ferguson Enterprises Common Stock New (FERG) 0.5 $370k 1.7k 217.75
Science App Int'l (SAIC) 0.5 $360k 3.2k 112.61
CarMax (KMX) 0.5 $356k 5.3k 67.21
Crocs (CROX) 0.5 $356k 3.5k 101.28
salesforce (CRM) 0.5 $356k 1.3k 272.69
Micron Technology (MU) 0.5 $356k 2.9k 123.25
Johnson Ctls Intl SHS (JCI) 0.5 $353k 3.3k 105.62
Dole Ord Shs (DOLE) 0.5 $353k 25k 13.99
Sonoco Products Company (SON) 0.5 $353k 8.1k 43.56
Garrett Motion (GTX) 0.5 $352k 34k 10.51
Cinemark Holdings (CNK) 0.5 $349k 12k 30.18
Regal-beloit Corporation (RRX) 0.5 $349k 2.4k 144.96
Us Foods Hldg Corp call (USFD) 0.5 $348k 4.5k 77.01
Essential Properties Realty reit (EPRT) 0.5 $347k 11k 31.91
Encompass Health Corp (EHC) 0.5 $345k 2.8k 122.63
Tyson Foods Cl A (TSN) 0.5 $344k 6.2k 55.94
SkyWest (SKYW) 0.5 $344k 3.3k 102.97
Allison Transmission Hldngs I (ALSN) 0.5 $343k 3.6k 94.99
South State Corporation 0.5 $343k 3.7k 92.03
Invitation Homes (INVH) 0.5 $343k 10k 32.80
Box Cl A (BOX) 0.5 $342k 10k 34.17
Broadstone Net Lease (BNL) 0.5 $340k 21k 16.05
Cincinnati Financial Corporation (CINF) 0.5 $339k 2.3k 148.92
Walt Disney Company (DIS) 0.5 $337k 2.7k 124.01
Pinnacle West Capital Corporation (PNW) 0.5 $333k 3.7k 89.47
Orchid Is Cap Com New (ORC) 0.5 $333k 48k 7.01
Zoetis Cl A (ZTS) 0.5 $327k 2.1k 155.95
Dorian Lpg Shs Usd (LPG) 0.5 $327k 13k 24.38
Epam Systems (EPAM) 0.5 $327k 1.8k 176.82
Nomad Foods Usd Ord Shs (NOMD) 0.5 $324k 19k 16.99
Ge Aerospace Com New (GE) 0.5 $323k 1.3k 257.39
Old National Ban (ONB) 0.5 $320k 15k 21.34
Grand Canyon Education (LOPE) 0.5 $320k 1.7k 189.00
Corecivic (CXW) 0.5 $320k 15k 21.07
Standardaero (SARO) 0.5 $319k 10k 31.65
Woodward Governor Company (WWD) 0.5 $319k 1.3k 245.09
Dell Technologies CL C (DELL) 0.5 $316k 2.6k 122.60
Elastic N V Ord Shs (ESTC) 0.5 $315k 3.7k 84.33
Chimera Invt Corp Com Shs (CIM) 0.4 $309k 22k 13.87
Grindr (GRND) 0.4 $309k 14k 22.70
Steris Shs Usd (STE) 0.4 $308k 1.3k 240.22
Genworth Finl Com Shs (GNW) 0.4 $307k 40k 7.78
Mueller Industries (MLI) 0.4 $306k 3.9k 79.47
Udemy (UDMY) 0.4 $304k 43k 7.03
Booking Holdings (BKNG) 0.4 $301k 52.00 5789.23
Costco Wholesale Corporation (COST) 0.4 $300k 303.00 989.94
Honeywell International (HON) 0.4 $300k 1.3k 232.88
Hubspot (HUBS) 0.4 $298k 535.00 556.63
Toast Cl A (TOST) 0.4 $295k 6.7k 44.29
XP Cl A (XP) 0.4 $292k 14k 20.20
West Pharmaceutical Services (WST) 0.4 $291k 1.3k 218.80
Greif Cl A (GEF) 0.4 $291k 4.5k 64.99
AutoNation (AN) 0.4 $290k 1.5k 198.65
Technipfmc (FTI) 0.4 $288k 8.4k 34.44
Williams-Sonoma (WSM) 0.4 $286k 1.7k 163.37
Cardinal Health (CAH) 0.4 $285k 1.7k 168.00
Donaldson Company (DCI) 0.4 $284k 4.1k 69.35
Worthington Industries (WOR) 0.4 $281k 4.4k 63.64
Verizon Communications (VZ) 0.4 $281k 6.5k 43.27
Dentsply Sirona (XRAY) 0.4 $280k 18k 15.88
Primo Brands Corporation Class A Com Shs (PRMB) 0.4 $279k 9.4k 29.62
Rockwell Automation (ROK) 0.4 $278k 838.00 332.17
Sealed Air (SEE) 0.4 $277k 8.9k 31.03
Cargurus Com Cl A (CARG) 0.4 $275k 8.2k 33.47
Verra Mobility Corp Cl A Com Stk (VRRM) 0.4 $275k 11k 25.39
Itt (ITT) 0.4 $274k 1.7k 156.83
Palantir Technologies Cl A (PLTR) 0.4 $271k 2.0k 136.32
Cohen & Steers (CNS) 0.4 $270k 3.6k 75.35
Energy Services of America (ESOA) 0.4 $269k 27k 9.94
Antero Midstream Corp antero midstream (AM) 0.4 $269k 14k 18.95
Primerica (PRI) 0.4 $269k 982.00 273.67
Metropcs Communications (TMUS) 0.4 $267k 1.1k 238.26
New Jersey Resources Corporation (NJR) 0.4 $265k 5.9k 44.82
Elme Communities Sh Ben Int (ELME) 0.4 $265k 17k 15.90
Marten Transport (MRTN) 0.4 $265k 20k 12.99
Global Ship Lease Com Cl A (GSL) 0.4 $265k 10k 26.31
Kla Corp Com New (KLAC) 0.4 $264k 295.00 895.74
Transmedics Group (TMDX) 0.4 $264k 2.0k 134.01
Adobe Systems Incorporated (ADBE) 0.4 $264k 682.00 386.88
Signet Jewelers SHS (SIG) 0.4 $263k 3.3k 79.55
Trane Technologies SHS (TT) 0.4 $263k 601.00 437.41
Rogers Corporation (ROG) 0.4 $262k 3.8k 68.48
Xylem (XYL) 0.4 $261k 2.0k 129.36
M/I Homes (MHO) 0.4 $261k 2.3k 112.12
Intrepid Potash (IPI) 0.4 $260k 7.3k 35.73
eBay (EBAY) 0.4 $260k 3.5k 74.46
Intapp (INTA) 0.4 $259k 5.0k 51.62
McKesson Corporation (MCK) 0.4 $259k 353.00 732.78
Old Republic International Corporation (ORI) 0.4 $257k 6.7k 38.44
MGIC Investment (MTG) 0.4 $256k 9.2k 27.84
Edison International (EIX) 0.4 $256k 5.0k 51.60
Amazon (AMZN) 0.4 $256k 1.2k 219.39
Marex Group Ord (MRX) 0.4 $255k 6.5k 39.47
Boston Scientific Corporation (BSX) 0.4 $255k 2.4k 107.41
Gaming & Leisure Pptys (GLPI) 0.4 $254k 5.4k 46.68
Wix SHS (WIX) 0.4 $254k 1.6k 158.46
MarketAxess Holdings (MKTX) 0.4 $254k 1.1k 223.34
Globalfoundries Ordinary Shares (GFS) 0.4 $253k 6.6k 38.20
Amcor Ord 0.4 $252k 27k 9.19
Aercap Holdings Nv SHS (AER) 0.4 $251k 2.1k 117.00
Wabtec Corporation (WAB) 0.4 $250k 1.2k 209.35
Texas Instruments Incorporated (TXN) 0.4 $250k 1.2k 207.62
Amer Sports Com Shs (AS) 0.4 $250k 6.4k 38.76
Capital Southwest Corporation (CSWC) 0.4 $248k 11k 22.04
Yum! Brands (YUM) 0.4 $248k 1.7k 148.18
Scientific Games (LNWO) 0.4 $248k 2.6k 96.26
Republic Services (RSG) 0.4 $247k 1.0k 246.61
American States Water Company (AWR) 0.4 $247k 3.2k 76.66
Waste Management (WM) 0.4 $246k 1.1k 228.82
Zoom Communications Cl A (ZM) 0.4 $246k 3.2k 77.98
Smurfit Westrock SHS (SW) 0.4 $246k 5.7k 43.15
PG&E Corporation (PCG) 0.4 $244k 18k 13.94
Great Lakes Dredge & Dock Corporation (GLDD) 0.4 $244k 20k 12.19
Essential Utils (WTRG) 0.3 $243k 6.5k 37.14
RPM International (RPM) 0.3 $241k 2.2k 109.84
Intercontinental Exchange (ICE) 0.3 $239k 1.3k 183.47
Dlocal Class A Com (DLO) 0.3 $238k 21k 11.34
Ezcorp Cl A Non Vtg (EZPW) 0.3 $237k 17k 13.88
Hanover Insurance (THG) 0.3 $236k 1.4k 169.87
Spire (SR) 0.3 $236k 3.2k 72.99
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $236k 1.6k 144.33
Api Group Corp Com Stk (APG) 0.3 $235k 4.6k 51.05
Nu Hldgs Ord Shs Cl A (NU) 0.3 $234k 17k 13.72
Carter's (CRI) 0.3 $234k 7.8k 30.13
Fiverr Intl Ord Shs (FVRR) 0.3 $234k 8.0k 29.33
Digital Realty Trust (DLR) 0.3 $233k 1.3k 174.33
Chewy Cl A (CHWY) 0.3 $232k 5.4k 42.62
Xcel Energy (XEL) 0.3 $230k 3.4k 68.10
First Bancorp P R Com New (FBP) 0.3 $228k 11k 20.83
Dover Corporation (DOV) 0.3 $227k 1.2k 183.23
Altria (MO) 0.3 $225k 3.8k 58.63
Synovus Finl Corp Com New (SNV) 0.3 $225k 4.4k 51.75
Runway Growth Finance Corp (RWAY) 0.3 $225k 21k 10.73
O'reilly Automotive (ORLY) 0.3 $225k 2.5k 90.13
Oge Energy Corp (OGE) 0.3 $225k 5.1k 44.38
Enterprise Financial Services (EFSC) 0.3 $224k 4.1k 55.10
Domino's Pizza (DPZ) 0.3 $223k 494.00 450.60
Travelers Companies (TRV) 0.3 $222k 829.00 267.54
Brinker International (EAT) 0.3 $221k 1.2k 180.33
Devon Energy Corporation (DVN) 0.3 $220k 6.9k 31.81
Gra (GGG) 0.3 $218k 2.5k 85.97
Flagstar Financial Com New (FLG) 0.3 $218k 21k 10.60
Universal Display Corporation (OLED) 0.3 $218k 1.4k 154.46
Synaptics, Incorporated (SYNA) 0.3 $217k 3.4k 64.82
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $216k 461.00 467.82
Astronics Corporation (ATRO) 0.3 $214k 6.4k 33.48
Dream Finders Homes Com Cl A (DFH) 0.3 $214k 8.5k 25.13
Radiant Logistics (RLGT) 0.3 $213k 35k 6.08
Pepsi (PEP) 0.3 $213k 1.6k 132.04
Agnc Invt Corp Com reit (AGNC) 0.3 $213k 23k 9.19
Jabil Circuit (JBL) 0.3 $212k 972.00 218.10
Healthequity (HQY) 0.3 $212k 2.0k 104.76
Edwards Lifesciences (EW) 0.3 $209k 2.7k 78.21
Walker & Dunlop (WD) 0.3 $209k 3.0k 70.48
Stride (LRN) 0.3 $209k 1.4k 145.19
Bain Cap Specialty Fin Com Stk (BCSF) 0.3 $208k 14k 15.04
Mosaic (MOS) 0.3 $208k 5.7k 36.48
Gates Indl Corp Ord Shs (GTES) 0.3 $207k 9.0k 23.03
Tower Semiconductor Shs New (TSEM) 0.3 $207k 4.8k 43.35
Freshworks Class A Com (FRSH) 0.3 $207k 14k 14.91
Energy Recovery (ERII) 0.3 $207k 16k 12.78
Automatic Data Processing (ADP) 0.3 $206k 669.00 308.40
Nuscale Pwr Corp Cl A Com (SMR) 0.3 $206k 5.2k 39.56
Manchester Utd Ord Cl A (MANU) 0.3 $206k 12k 17.81
Nasdaq Omx (NDAQ) 0.3 $206k 2.3k 89.42
TFS Financial Corporation (TFSL) 0.3 $204k 16k 12.95
Qxo Com New (QXO) 0.3 $204k 9.5k 21.54
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $203k 9.3k 21.93
Silgan Holdings (SLGN) 0.3 $202k 3.7k 54.18
Immersion Corporation (IMMR) 0.3 $201k 26k 7.88
Zeta Global Holdings Corp Cl A (ZETA) 0.3 $199k 13k 15.49
QuinStreet (QNST) 0.3 $196k 12k 16.10
Uipath Cl A (PATH) 0.3 $194k 15k 12.80
National Energy Services Reu SHS (NESR) 0.3 $192k 32k 6.02
Tcg Bdc (CGBD) 0.3 $192k 14k 13.68
Rithm Capital Corp Com New (RITM) 0.3 $192k 17k 11.29
Douglas Emmett (DEI) 0.3 $189k 13k 15.04
Huntington Bancshares Incorporated (HBAN) 0.3 $186k 11k 16.76
Dht Holdings Shs New (DHT) 0.3 $182k 17k 10.81
Kimbell Rty Partners Unit (KRP) 0.3 $180k 13k 13.96
Marcus Corporation (MCS) 0.3 $180k 11k 16.86
Solar Cap (SLRC) 0.3 $176k 11k 16.14
Upwork (UPWK) 0.2 $172k 13k 13.44
Gogo (GOGO) 0.2 $171k 12k 14.68
Apollo Commercial Real Est. Finance (ARI) 0.2 $170k 18k 9.68
Kohl's Corporation (KSS) 0.2 $169k 20k 8.48
Adt (ADT) 0.2 $163k 19k 8.47
Proficient Auto Logistics In (PAL) 0.2 $162k 22k 7.26
Canadian Solar (CSIQ) 0.2 $159k 14k 11.04
SITE Centers Corp (SITC) 0.2 $159k 14k 11.31
Yext (YEXT) 0.2 $157k 19k 8.50
Jamf Hldg Corp 0.2 $155k 16k 9.51
Ladder Cap Corp Cl A (LADR) 0.2 $155k 14k 10.75
Mcewen Com New (MUX) 0.2 $154k 16k 9.61
Domo Com Cl B (DOMO) 0.2 $153k 11k 13.97
Select Water Solutions Cl A Com (WTTR) 0.2 $151k 18k 8.64
DV (DV) 0.2 $150k 10k 14.97
Constellium Se Cl A Shs (CSTM) 0.2 $147k 11k 13.30
DiamondRock Hospitality Company (DRH) 0.2 $147k 19k 7.66
Joby Aviation Common Stock (JOBY) 0.2 $144k 14k 10.55
Xponential Fitness Com Cl A (XPOF) 0.2 $138k 18k 7.49
Asana Cl A (ASAN) 0.2 $137k 10k 13.50
International Money Express (IMXI) 0.2 $136k 14k 10.09
Sfl Corporation SHS (SFL) 0.2 $135k 16k 8.33
Pitney Bowes (PBI) 0.2 $128k 12k 10.91
Goodyear Tire & Rubber Company (GT) 0.2 $127k 12k 10.37
Coeur Mng Com New (CDE) 0.2 $125k 14k 8.86
Redwood Trust (RWT) 0.2 $124k 21k 5.91
Sally Beauty Holdings (SBH) 0.2 $117k 13k 9.26
Warner Bros Discovery Com Ser A (WBD) 0.2 $116k 10k 11.46
Stoneridge (SRI) 0.2 $113k 16k 7.04
Abacus Global Mgmt Cl A (ABX) 0.2 $111k 22k 5.14
Suncoke Energy (SXC) 0.2 $110k 13k 8.59
New York Mortgage Tr (ADAM) 0.2 $109k 16k 6.70
Septerna (SEPN) 0.2 $107k 10k 10.57
Chatham Lodging Trust (CLDT) 0.2 $105k 15k 6.97
Ellington Credit Company Com Shs Ben Int (EARN) 0.1 $102k 18k 5.75
Costamare SHS (CMRE) 0.1 $101k 11k 9.11
Armada Hoffler Pptys (AHH) 0.1 $94k 14k 6.87
Alpha Teknova (TKNO) 0.1 $91k 19k 4.91
Sunopta (STKL) 0.1 $91k 16k 5.80
Avita Therapeutics (RCEL) 0.1 $87k 17k 5.29
Mister Car Wash (MCW) 0.1 $84k 14k 6.01
Janus International Group In Common Stock (JBI) 0.1 $83k 10k 8.14
Cryoport Com Par $0.001 (CYRX) 0.1 $82k 11k 7.46
Capitol Federal Financial (CFFN) 0.1 $79k 13k 6.10
Aveanna Healthcare Hldgs (AVAH) 0.1 $78k 15k 5.23
Global Business Travel Group Com Cl A (GBTG) 0.1 $75k 12k 6.30
Kennedy-Wilson Holdings (KW) 0.1 $73k 11k 6.80
Amc Networks Cl A (AMCX) 0.1 $72k 12k 6.27
Bioventus Com Cl A (BVS) 0.1 $67k 10k 6.62
Propetro Hldg (PUMP) 0.1 $60k 10k 5.97