Vise Technologies, Inc.
- SEC CIK
- 0001812090
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jun 7, 2022. Long positions only.
- Positions
- 136
- No filing for Q3 2021
- Portfolio value
- $369.4M
- No filing for Q3 2021
Vise Technologies, Inc. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 453,246 | $33.8M | 9.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 276,046 | $31.7M | 8.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 200,005 | $22.1M | 6.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 66,934 | $14.9M | 4.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 82,578 | $10.9M | 3.0% | – | – | – |
| ACNAccenture plc | Stock | 23,438 | $9.72M | 2.6% | – | – | History |
| LOWLowes Companies Inc | Stock | 35,026 | $9.05M | 2.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 14,862 | $8.44M | 2.3% | – | – | History |
| DGDollar General Corp | COM | 33,221 | $7.83M | 2.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 18,463 | $7.66M | 2.1% | – | – | History |
| SHWSherwin Williams Co | COM | 21,520 | $7.58M | 2.1% | – | – | History |
| TSCOTractor Supply Co | COM | 31,590 | $7.54M | 2.0% | – | – | History |
| AVYAvery Dennison Corp | COM | 34,362 | $7.44M | 2.0% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 31,980 | $6.86M | 1.9% | – | – | History |
| MMM3M Co | Stock | 37,308 | $6.63M | 1.8% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 74,895 | $6.52M | 1.8% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 9,014 | $6.37M | 1.7% | – | – | History |
| LMTLockheed Martin Corp | Stock | 17,890 | $6.36M | 1.7% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 11,278 | $5.84M | 1.6% | – | – | History |
| CLXClorox Co | Stock | 32,229 | $5.62M | 1.5% | – | – | History |
| CDWCDW Corp | COM | 25,110 | $5.14M | 1.4% | – | – | History |
| HSYHershey Co | COM | 25,211 | $4.88M | 1.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 11,056 | $4.83M | 1.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 12,120 | $4.69M | 1.3% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,582 | $4.60M | 1.2% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 21,984 | $4.49M | 1.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 25,818 | $4.49M | 1.2% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 33,422 | $3.78M | 1.0% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 13,986 | $3.59M | 1.0% | – | – | History |
| AOSSmith A O Corp | COM | 41,568 | $3.57M | 1.0% | – | – | History |
| KMBKimberly Clark Corp | Stock | 24,735 | $3.54M | 1.0% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 24,919 | $3.35M | 0.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 9,785 | $3.29M | 0.9% | – | – | History |
| CLColgate Palmolive Co | Stock | 35,131 | $3.00M | 0.8% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 25,984 | $2.80M | 0.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 36,311 | $2.76M | 0.7% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 4,601 | $2.74M | 0.7% | – | – | History |
| NTAPNetApp, Inc. | Stock | 28,244 | $2.60M | 0.7% | – | – | History |
| TGTTarget Corp | Stock | 10,079 | $2.33M | 0.6% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 12,551 | $2.29M | 0.6% | – | – | History |
| ECLEcolab Inc. | Stock | 9,606 | $2.25M | 0.6% | – | – | History |
| POOLPool Corp | COM | 3,803 | $2.15M | 0.6% | – | – | History |
| AAPLApple Inc. | Stock | 12,065 | $2.14M | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 635 | $2.12M | 0.6% | – | – | History |
| NVRNVR Inc | COM | 356 | $2.10M | 0.6% | – | – | History |
| BBYBest Buy Co Inc | Stock | 19,689 | $2.00M | 0.5% | – | – | History |
| ALLEAllegion plc | ORD SHS | 14,707 | $1.95M | 0.5% | – | – | History |
| GPCGenuine Parts Co | Stock | 13,660 | $1.92M | 0.5% | – | – | History |
| APTVAptiv PLC | SHS | 11,297 | $1.86M | 0.5% | – | – | History |
| PPGPPG Industries Inc | Stock | 10,534 | $1.82M | 0.5% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 18,644 | $1.77M | 0.5% | – | – | History |
| WHRWhirlpool Corp | Stock | 7,359 | $1.73M | 0.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,827 | $1.73M | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 11,513 | $1.67M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 9,826 | $1.61M | 0.4% | – | – | History |
| DOVDOVER Corp | COM | 8,541 | $1.55M | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 514 | $1.49M | 0.4% | – | – | History |
| CAHCardinal Health Inc | Stock | 27,997 | $1.44M | 0.4% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 11,891 | $1.36M | 0.4% | – | – | History |
| CMICummins Inc | Stock | 6,054 | $1.32M | 0.4% | – | – | History |
| KKellanova | Stock | 20,365 | $1.31M | 0.4% | – | – | History |
| HPQHP Inc | Stock | 34,487 | $1.30M | 0.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,743 | $1.12M | 0.3% | – | – | History |
| RHIRobert Half Inc. | COM | 9,790 | $1.09M | 0.3% | – | – | History |
| EMREmerson Electric Co | Stock | 10,854 | $1.01M | 0.3% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 4,427 | $923.0K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,265 | $901.0K | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,384 | $882.0K | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,317 | $876.0K | 0.2% | – | – | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,605 | $860.0K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,225 | $850.0K | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 9,620 | $839.0K | 0.2% | – | – | History |
| CVSCVS Health Corp | Stock | 7,754 | $800.0K | 0.2% | – | – | History |
| DVADavita Inc. | COM | 6,979 | $794.0K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 2,885 | $746.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 257 | $745.0K | 0.2% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 11,314 | $724.0K | 0.2% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 10,643 | $719.0K | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,134 | $718.0K | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 14,201 | $673.0K | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,928 | $662.0K | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,318 | $629.0K | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 8,517 | $617.0K | 0.2% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,573 | $596.0K | 0.2% | – | – | – |
| HUMHumana Inc | Stock | 1,265 | $587.0K | 0.2% | – | – | History |
| CPRTCopart Inc | COM | 3,802 | $576.0K | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 2,533 | $570.0K | 0.2% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,547 | $553.0K | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 3,911 | $550.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 10,777 | $542.0K | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 6,791 | $533.0K | 0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 2,160 | $527.0K | 0.1% | – | – | History |
| LEGLeggett & Platt Inc | Stock | 12,297 | $506.0K | 0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 6,670 | $501.0K | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 2,214 | $487.0K | 0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,289 | $485.0K | 0.1% | – | – | – |
| LINLinde PLC | SHS | 1,389 | $481.0K | 0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 12,072 | $469.0K | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 6,591 | $438.0K | 0.1% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 4,984 | $434.0K | 0.1% | – | – | History |