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PharVision Advisers, LLC

All holdings · as of Dec 31, 2025

667 positions

CompanyClassValueShares% of portfolio
MATRIX SERVICE COMPANY—$419.2K35,8260.2%
ORION S.A.—$419.1K79,3690.2%
Hinge Health, Inc.—$417.3K8,9830.2%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$416.0K4,1030.2%
ALTA EQUIPMENT GROUP INC.ALTGCommon Stock$415.9K90,4130.2%
PLYMOUTH INDUSTRIAL REIT INCPLYMREIT$414.4K18,9390.2%
Digital Turbine, Inc.—$413.7K82,7440.2%
CROWN HOLDINGS, INC.—$413.5K4,0160.2%
Mission Produce, Inc.AVOCommon Stock$412.5K35,5600.2%
UBIQUITI INC—$412.2K7450.2%
LSB INDUSTRIES, INC.LXUCommon Stock$411.1K48,3630.2%
FLOWSERVE CORP—$411.0K5,9240.2%
American Water Works Company, Inc.—$410.8K3,1480.2%
Zions Bancorp NA—$409.3K6,9910.2%
Medical Properties Trust Inc—$406.8K81,3650.2%
AVIS BUDGET GROUP, INC.CARCommon Stock$406.6K3,1690.2%
PubMatic, Inc.—$405.7K45,7350.2%
Valero Energy Corp—$404.9K2,4870.2%
ABM INDUSTRIES INC /DE—$404.3K9,5570.2%
Samsara Inc.—$404.1K11,3990.2%
CuriosityStream Inc.CURICommon Stock$403.1K106,0720.2%
Centene Corp—$402.2K9,7740.2%
Vistance Networks, Inc.—$402.0K22,1740.2%
Inspire Medical Systems, Inc.—$401.9K4,3580.2%
DILLARD'S, INC.DDSCommon Stock$400.8K6610.2%
Invitation Homes Inc.—$400.3K14,4030.2%
Ramaco Resources, Inc.METCCommon Stock$399.2K22,1780.2%
MICRON TECHNOLOGY INC—$398.7K1,3970.2%
Vital Farms, Inc.—$396.3K12,4070.2%
eXp World Holdings, Inc.—$396.1K43,7650.2%
Vericel Corp—$394.3K10,9490.2%
SANOFI—$393.5K8,1210.2%
TE Connectivity PLC—$392.9K1,7270.2%
HUNT J B TRANSPORT SERVICES INC—$392.6K2,0200.2%
ACCELERANT HOLDINGS—$389.8K23,8390.2%
Arlo Technologies, Inc.—$389.4K27,8310.2%
MSC INCOME FUND, INC.MSIFCommon Stock$389.0K29,6010.2%
Quanex Building Products CORP—$388.4K25,2530.2%
Industrial Logistics Properties TrustILPTREIT$388.3K70,0840.2%
Central Bancompany, Inc.CBCCommon Stock$387.8K16,0760.2%
AT&T INC.—$387.8K15,6100.2%
Trane Technologies plc—$387.6K9960.2%
BlackSky Technology Inc.—$385.6K20,5670.2%
Omada Health, Inc.OMDACommon Stock$385.3K24,4150.2%
COGNEX CORP—$384.8K10,6960.2%
Gaming and Leisure Properties Inc—$376.8K8,4310.2%
Cheniere Energy, Inc.—$374.6K1,9270.2%
Commerce.com, Inc.—$371.5K90,1740.2%
Inogen Inc—$371.2K55,2400.2%
SKYWATER TECHNOLOGY INC—$371.2K20,4410.2%
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