PharVision Advisers, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
PharVision Advisers, LLC disclosed 62 US equity positions worth $5.3m in its Q2 2026 13F filing. The largest position was PK at 2.7% of the reported book, followed by GDOT and GO. Against the Q1 2026 filing, it opened 32 new positions, added to 4 and reduced 14 among the top 50 holdings.
What did PharVision Advisers, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PK PARK HOTELS & RESORTS INC | Real Estate | 2.7% | $145.5k | 10,209 | – | new |
| 2 | GDOT GREEN DOT CORP | Financial Services | 2.6% | $137.5k | 10,179 | – | new |
| 3 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 2.6% | $135.7k | 13,597 | -19% | reduced |
| 4 | ADAM ADAMAS TRUST INC. | 2.4% | $126.3k | 13,466 | – | new | |
| 5 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 2.3% | $123.6k | 13,160 | 22% | added |
| 6 | CGNT COGNYTE SOFTWARE LTD | Technology | 2.3% | $122.7k | 13,978 | – | new |
| 7 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 2.3% | $121.1k | 14,135 | -30% | reduced |
| 8 | SXC SUNCOKE ENERGY INC | Basic Materials | 2.3% | $121.1k | 15,048 | – | new |
| 9 | BLMN BLOOMIN BRANDS INC | Consumer Cyclical | 2.3% | $119.7k | 13,095 | -10% | reduced |
| 10 | INN SUMMIT HOTEL PPTYS | Real Estate | 2.2% | $114.5k | 16,336 | – | new |
| 11 | GGB GERDAU SA | Basic Materials | 2.1% | $111.9k | 27,702 | – | new |
| 12 | LILAB LIBERTY LATIN AMERICA LTD | Communication Services | 2.1% | $110.1k | 14,130 | – | new |
| 13 | MITT TPG MTG INVTS TR INC | 2.0% | $105.1k | 13,271 | -24% | reduced | |
| 14 | ITUB ITAU UNIBANCO HLDG S A | Financial Services | 2.0% | $104.5k | 12,786 | -16% | reduced |
| 15 | SAFE BULKERS INC | 2.0% | $104.1k | 16,505 | -34% | reduced | |
| 16 | UGP ULTRAPAR PARTICIPACOES SA | Energy | 2.0% | $103.9k | 20,690 | 42% | added |
| 17 | SNAP SNAP INC | Communication Services | 1.9% | $103.0k | 23,205 | -2% | reduced |
| 18 | PTEN PATTERSON-UTI ENERGY INC | Energy | 1.9% | $101.8k | 11,085 | – | new |
| 19 | IBRX IMMUNITYBIO INC | 1.8% | $98.0k | 11,198 | – | new | |
| 20 | DCH DAUCH CORP | Consumer Cyclical | 1.8% | $98.0k | 18,086 | -34% | reduced |
| 21 | UA UNDER ARMOUR INC | Consumer Cyclical | 1.8% | $97.7k | 15,709 | – | new |
| 22 | INTR INTER & CO INC | Financial Services | 1.8% | $95.8k | 17,652 | – | new |
| 23 | LZ LEGALZOOM COM INC | Industrials | 1.8% | $95.7k | 15,604 | – | new |
| 24 | MYGN MYRIAD GENETICS INC | Healthcare | 1.8% | $93.9k | 16,449 | – | new |
| 25 | BTGO BITGO HOLDINGS INC | 1.7% | $91.8k | 17,722 | – | new | |
| 26 | AMPL AMPLITUDE INC | Technology | 1.7% | $89.3k | 11,668 | – | new |
| 27 | INGN INOGEN INC | Healthcare | 1.6% | $86.9k | 13,473 | – | new |
| 28 | ARCO ARCOS DORADOS HLDGS INC | Consumer Cyclical | 1.6% | $86.8k | 10,765 | -15% | reduced |
| 29 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 1.6% | $85.2k | 10,290 | – | new |
| 30 | PANGAEA LOGISTICS SOLUTION L | 1.6% | $82.8k | 12,733 | -20% | reduced | |
| 31 | COUR COURSERA INC | Consumer Defensive | 1.5% | $81.9k | 14,528 | – | new |
| 32 | BYRN BYRNA TECHNOLOGIES INC | 1.5% | $81.8k | 12,191 | – | new | |
| 33 | MLCO MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 1.5% | $81.7k | 15,509 | -56% | reduced |
| 34 | BRSP BRIGHTSPIRE CAPITAL INC | 1.5% | $81.0k | 14,857 | – | new | |
| 35 | BTE BAYTEX ENERGY CORP | Energy | 1.5% | $78.2k | 19,546 | – | new |
| 36 | MOMO HELLO GROUP INC | Communication Services | 1.4% | $75.3k | 12,991 | – | new |
| 37 | TKC TURKCELL ILETISIM | 1.4% | $74.5k | 12,671 | -33% | reduced | |
| 38 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 1.4% | $74.3k | 16,091 | 8% | added |
| 39 | OPRX OPTIMIZERX CORP | Healthcare | 1.4% | $73.8k | 12,904 | – | new |
| 40 | RIG TRANSOCEAN LTD | Energy | 1.4% | $73.2k | 14,965 | -26% | reduced |
| 41 | ASAN ASANA INC | Technology | 1.4% | $72.2k | 10,309 | -45% | reduced |
| 42 | VOXR VOX ROYALTY CORP | 1.4% | $72.0k | 15,231 | – | new | |
| 43 | RGP RESOURCES CONNECTION INC | Industrials | 1.3% | $71.2k | 16,754 | – | new |
| 44 | HAFN HAFNIA LTD | 1.3% | $69.8k | 10,518 | – | new | |
| 45 | NUS NU SKIN ENTERPRISES INC | Consumer Defensive | 1.3% | $69.7k | 13,202 | – | new |
| 46 | DBI DESIGNER BRANDS INC | Consumer Cyclical | 1.3% | $68.6k | 11,760 | – | new |
| 47 | SITC SITE CTRS CORP | 1.3% | $68.5k | 17,257 | – | new | |
| 48 | STLA STELLANTIS N.V | Consumer Cyclical | 1.3% | $67.4k | 11,740 | 17% | added |
| 49 | AUNA AUNA S A | 1.3% | $67.2k | 13,091 | – | new | |
| 50 | AGNT AGNT INC | Real Estate | 1.2% | $66.1k | 12,211 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.