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Livermore
Livermore
ZHEN

PharVision Advisers, LLC

SEC CIK
0001898824
Latest filing
Aug 11, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
259
−121 vs. Q4 2024
Portfolio value
$72.1M
−$46.2M (−39.0%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of PharVision Advisers, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
EXLSExlService Holdings, Inc.COM17,724$836.8K1.2%−3,380−16.0%ReducedHistory
ADSKAutodesk, Inc.COM2,396$627.3K0.9%+1,428+147.5%AddedHistory
QCOMQualcomm IncStock4,062$624.0K0.9%+4,062NewHistory
NVGSNavigator Holdings Ltd.SHS45,751$608.9K0.8%+45,751NewHistory
GSLGlobal Ship Lease, Inc.COM CL A25,843$590.5K0.8%+25,843NewHistory
JCIJohnson Controls International plcStock7,214$577.9K0.8%+3,678+104.0%AddedHistory
FRFirst Industrial Realty Trust IncCOM10,684$576.5K0.8%+5,429+103.3%AddedHistory
FNFFidelity National Financial, Inc.COM SHS8,675$564.6K0.8%+8,675NewHistory
PKGPackaging Corp of AmericaStock2,850$564.4K0.8%+1,474+107.1%AddedHistory
CSCOCisco Systems, Inc.Stock8,865$547.1K0.8%+3,383+61.7%AddedHistory
WSRWhitestone REITCOM36,471$531.4K0.7%+22,232+156.1%AddedHistory
PSTLPostal Realty Trust, Inc.CL A37,207$531.3K0.7%+37,207NewHistory
RITMRithm Capital Corp.REIT45,505$521.0K0.7%+33,795+288.6%AddedHistory
SLGNSilgan Holdings IncCOM10,024$512.4K0.7%+2,490+33.1%AddedHistory
VBTXVeritex Holdings, Inc.COM20,340$507.9K0.7%+20,340NewHistory
GLWCorning IncCOM10,793$494.1K0.7%+3,500+48.0%AddedHistory
DTDynatrace, Inc.Stock10,267$484.1K0.7%+10,267NewHistory
ESIElement Solutions IncCOM20,666$467.3K0.6%+2,629+14.6%AddedHistory
EMNEastman Chemical CoStock5,242$461.9K0.6%+5,242NewHistory
PNCPNC Financial Services Group, Inc.Stock2,596$456.3K0.6%+2,596NewHistory
EIXEdison InternationalStock7,675$452.2K0.6%+7,675NewHistory
KNXKnight-Swift Transportation Holdings Inc.CL A10,187$443.0K0.6%+10,187NewHistory
CUBECubeSmartREIT10,233$437.1K0.6%+4,139+67.9%AddedHistory
ESRTEmpire State Realty Trust, Inc.CL A55,526$434.2K0.6%+55,526NewHistory
HWCHancock Whitney CorpCOM8,082$423.9K0.6%+8,082NewHistory
CRUSCirrus Logic, Inc.Stock4,239$422.4K0.6%+4,239NewHistory
RYNRayonier IncCOM15,138$422.0K0.6%−3,784−20.0%ReducedHistory
AWIArmstrong World Industries IncCOM2,992$421.5K0.6%+1,411+89.2%AddedHistory
ZMZoom Communications, Inc.Stock5,605$413.5K0.6%+5,605NewHistory
BRBRBellring Brands, Inc.Stock5,474$407.6K0.6%+5,474NewHistory
ENSGEnsign Group, IncCOM3,148$407.4K0.6%−540−14.6%ReducedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW10,456$406.9K0.6%−2,543−19.6%ReducedHistory
WBSWebster Financial CorpCOM7,787$401.4K0.6%+7,787NewHistory
CCKCrown Holdings, Inc.COM4,440$396.3K0.5%+4,440NewHistory
SXCSunCoke Energy, Inc.COM42,780$393.6K0.5%−6,718−13.6%ReducedHistory
OCFCOceanfirst Financial CorpCOM23,023$391.6K0.5%+12,433+117.4%AddedHistory
FLSFlowserve CorpCOM8,015$391.5K0.5%+4,417+122.8%AddedHistory
ETDEthan Allen Interiors IncCOM14,093$390.4K0.5%+3,065+27.8%AddedHistory
CWCurtiss Wright CorpStock1,230$390.2K0.5%+1,230NewHistory
OPCHOption Care Health, Inc.COM NEW11,090$387.6K0.5%+283+2.6%AddedHistory
BSXBoston Scientific CorpStock3,809$384.3K0.5%+3,809NewHistory
EXRExtra Space Storage Inc.COM2,585$383.8K0.5%+2,585NewHistory
NDAQNasdaq, Inc.COM5,048$382.9K0.5%+5,048NewHistory
FFBCFirst Financial BancorpCOM15,277$381.6K0.5%+4,870+46.8%AddedHistory
ACNAccenture plcStock1,221$381.0K0.5%+1,221NewHistory
ZBRAZebra Technologies CorpCL A1,338$378.1K0.5%+1,338NewHistory
NOMDNomad Foods LtdUSD ORD SHS19,231$377.9K0.5%−17,383−47.5%ReducedHistory
KBRKBR, Inc.COM7,581$377.6K0.5%+2,266+42.6%AddedHistory
LVSLas Vegas Sands CorpCOM9,765$377.2K0.5%+9,765NewHistory
TSNTyson Foods, Inc.Stock5,890$375.8K0.5%+5,890NewHistory
BKUBankUnited, Inc.COM10,912$375.8K0.5%+10,912NewHistory
ENSEnerSysCOM4,103$375.8K0.5%+4,103NewHistory
AXAxos Financial, Inc.COM5,812$375.0K0.5%+5,812NewHistory
ENREnergizer Holdings, Inc.COM12,492$373.8K0.5%−2,615−17.3%ReducedHistory
LDOSLeidos Holdings, Inc.COM2,759$372.3K0.5%+2,759NewHistory
SCSCScansource, Inc.COM10,904$370.8K0.5%+10,904NewHistory
RGAReinsurance Group of America IncCOM NEW1,880$370.2K0.5%+1,880NewHistory
ELVElevance Health, Inc.Stock849$369.3K0.5%+849NewHistory
ACELAccel Entertainment, Inc.COM CL A137,037$367.4K0.5%+19,385+109.8%AddedHistory
PINSPinterest, Inc.CL A11,833$366.8K0.5%+931+8.5%AddedHistory
EFSCEnterprise Financial Services CorpCOM6,819$366.5K0.5%+6,819NewHistory
JHGJanus Henderson Group Ltd.ORD SHS10,123$365.9K0.5%+10,123NewHistory
GTYGetty Realty CorpCOM11,647$363.2K0.5%−235−2.0%ReducedHistory
RNGRingCentral, Inc.CL A14,623$362.1K0.5%+7,601+108.2%AddedHistory
ELSEquity Lifestyle Properties IncCOM5,427$362.0K0.5%+1,664+44.2%AddedHistory
SCHWSchwab Charles CorpStock4,621$361.7K0.5%−329−6.6%ReducedHistory
AVYAvery Dennison CorpCOM2,020$359.5K0.5%−102−4.8%ReducedHistory
FLEXFlex Ltd.Stock10,835$358.4K0.5%+10,835NewHistory
EZPWEzcorp IncCL A NON VTG24,003$353.3K0.5%+24,003NewHistory
CTSHCognizant Technology Solutions CorpCL A4,492$343.6K0.5%+4,492NewHistory
ZIONZions Bancorporation, National AssociationCOM6,864$342.2K0.5%+6,864NewHistory
MDUMdu Resources Group IncStock20,083$339.6K0.5%+20,083NewHistory
OFGOfg BancorpCOM8,379$335.3K0.5%+8,379NewHistory
HTLDHeartland Express IncCOM36,339$335.0K0.5%+36,339NewHistory
MSIMotorola Solutions, Inc.Stock761$333.2K0.5%+761NewHistory
ADIAnalog Devices IncStock1,651$333.0K0.5%+1,651NewHistory
NYTNew York Times CoCL A6,701$332.4K0.5%+1,088+19.4%AddedHistory
VIAVViavi Solutions Inc.COM29,702$332.4K0.5%+29,702NewHistory
TTTrane Technologies plcSHS979$329.8K0.5%−185−15.9%ReducedHistory
FIXComfort Systems USA IncCOM1,017$327.8K0.5%+231+29.4%AddedHistory
UBERUber Technologies, IncStock4,461$325.0K0.5%+758+20.5%AddedHistory
KFYKorn FerryCOM NEW4,771$323.6K0.4%+4,771NewHistory
UHSUniversal Health Services IncCL B1,709$321.1K0.4%+136+8.6%AddedHistory
SMGScotts Miracle-Gro CoStock5,760$316.2K0.4%+5,760NewHistory
BCSFBain Capital Specialty Finance, Inc.COM STK18,929$314.2K0.4%+18,929NewHistory
KEYSKeysight Technologies, Inc.Stock2,091$313.2K0.4%+2,091NewHistory
SKTTanger Inc.COM9,238$312.2K0.4%+9,238NewHistory
AYIAcuity Inc. (DE)Stock1,168$307.6K0.4%+1,168NewHistory
ENVAEnova International, Inc.COM3,172$306.3K0.4%+3,172NewHistory
MELIMercadolibre IncCOM157$306.3K0.4%+157NewHistory
PLDPrologis, Inc.REIT2,728$305.0K0.4%+2,728NewHistory
OSBCOld Second Bancorp IncCOM18,234$303.4K0.4%+8,226+82.2%AddedHistory
ITRIItron, Inc.COM2,859$299.5K0.4%+2,859NewHistory
AMCRAmcor plcORD30,853$299.3K0.4%+30,853NewHistory
VICIVici Properties Inc.COM9,080$296.2K0.4%+9,080NewHistory
EMREmerson Electric CoStock2,688$294.7K0.4%+2,688NewHistory
ATIAti IncStock5,563$289.4K0.4%+5,563NewHistory
HUBBHubbell IncCOM874$289.2K0.4%+874NewHistory
MTXMinerals Technologies IncCOM4,498$285.9K0.4%+1,397+45.0%AddedHistory
VRRMVerra Mobility CorpCL A COM STK12,632$284.3K0.4%+12,632NewHistory

Sold out since Q4 2024 (286)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 286 by value last quarter.

Positions of PharVision Advisers, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
CSGSCSG Systems International IncCOM17,372$887.9K0.8%History
CXWCoreCivic, Inc.COM40,426$878.9K0.7%History
NFLXNetflix IncStock979$872.6K0.7%History
TSLATesla, Inc.Stock2,110$852.1K0.7%History
BAHBooz Allen Hamilton Holding CorpCL A6,467$832.3K0.7%History
AWKAmerican Water Works Company, Inc.Stock6,593$820.8K0.7%History
DISWalt Disney CoStock6,742$750.7K0.6%History
GOGOGogo Inc.COM92,199$745.9K0.6%History
QUADQuad/Graphics, Inc.COM CL A104,974$731.7K0.6%History
HLFHerbalife Ltd.COM SHS107,691$720.5K0.6%History
AEPAmerican Electric Power Co IncStock7,572$698.4K0.6%History
MODVModivCare IncCOM58,456$692.1K0.6%History
FEFirstenergy CorpCOM17,333$689.5K0.6%History
SEMSelect Medical Holdings CorpCOM36,328$684.8K0.6%History
ISRGIntuitive Surgical IncCOM NEW1,296$676.5K0.6%History
WMWaste Management IncStock3,338$673.6K0.6%History
DTEDte Energy CoCOM5,208$628.9K0.5%History
AVGOBroadcom Inc.Stock2,669$618.8K0.5%History
EHCEncompass Health CorpCOM6,192$571.8K0.5%History
AMNAmn Healthcare Services IncCOM23,817$569.7K0.5%History
NUSNu Skin Enterprises, Inc.CL A81,429$561.0K0.5%History
GRSDGRANDSTAND LtdORDINARY SHARES38,609$543.6K0.5%History
ASTSAST SpaceMobile, Inc.COM CL A25,640$541.0K0.5%History
PROPROS Holdings, Inc.COM24,573$539.6K0.5%History
RSGRepublic Services, Inc.COM2,680$539.2K0.5%History
INMDInMode Ltd.SHS32,019$534.7K0.5%History
WENWendy's CoStock32,507$529.9K0.4%History
BYDBoyd Gaming CorpCOM7,190$521.6K0.4%History
OGEOGE Energy Corp.COM12,179$502.4K0.4%History
FOXAFox CorpCL A COM10,337$502.2K0.4%History
MNROMonro, Inc.COM20,188$500.7K0.4%History
SNCYSun Country Airlines Holdings, LLCCOM33,432$487.4K0.4%History
XPXP Inc.CL A41,042$486.3K0.4%History
MANManpowerGroup Inc.COM8,237$475.4K0.4%History
NEENextera Energy IncStock6,591$472.5K0.4%History
LEGLeggett & Platt IncStock48,672$467.3K0.4%History
GEGeneral Electric CoStock2,799$466.8K0.4%History
CNXCConcentrix CorpStock10,752$465.2K0.4%History
USFDUS Foods Holding Corp.COM6,875$463.8K0.4%History
TRTXTPG RE Finance Trust, Inc.COM54,131$460.1K0.4%History
CORCencora, Inc.Stock2,016$453.0K0.4%History
ECVTEcovyst Inc.COM58,121$444.0K0.4%History
TENBTenable Holdings, Inc.COM11,223$442.0K0.4%History
VSTVistra Corp.Stock3,202$441.5K0.4%History
ACCOAcco Brands CorpCOM83,379$437.7K0.4%History
EXCExelon CorpStock11,563$435.2K0.4%History
CRHCRH Public Ltd CoORD4,667$431.8K0.4%History
ROCKGibraltar Industries, Inc.COM7,185$423.2K0.4%History
CNMCore & Main, Inc.CL A8,185$416.7K0.4%History
AWRAmerican States Water CoCOM5,337$414.8K0.4%History
LADRLadder Capital CorpCL A36,356$406.8K0.3%History
IRBTiRobot CorpCOM52,272$405.1K0.3%History
QNSTQuinstreet, IncCOM17,555$405.0K0.3%History
NTAPNetApp, Inc.Stock3,473$403.1K0.3%History
TOSTToast, Inc.Stock11,058$403.1K0.3%History
EWCZEuropean Wax Center, Inc.CLASS A COM60,390$402.8K0.3%History
RSIRush Street Interactive, Inc.COM29,124$399.6K0.3%History
FVRRFiverr International Ltd.ORD SHS12,552$398.3K0.3%History
APOApollo Global Management, Inc.COM2,385$393.9K0.3%History
XELXcel Energy IncStock5,820$393.0K0.3%History
SRIStoneridge IncCOM62,573$392.3K0.3%History
SCSSteelcase IncCL A32,688$386.4K0.3%History
NCMINational CineMedia, Inc.COM NEW57,859$384.2K0.3%History
WSBCWesbanco IncCOM11,530$375.2K0.3%History
CHCTCommunity Healthcare Trust IncCOM19,510$374.8K0.3%History
BEPCBrookfield Renewable CorpCL A EX SUB VTG13,390$370.4K0.3%History
DVDoubleVerify Holdings, Inc.COM19,270$370.2K0.3%History
KLACKLA CorpCOM NEW584$368.0K0.3%History
ALABAstera Labs, Inc.Stock2,758$365.3K0.3%History
MWAMueller Water Products, Inc.COM SER A16,073$361.6K0.3%History
NWSANews CorpCL A13,131$361.6K0.3%History
APAAPA CorpStock15,466$357.1K0.3%History
GLBEGlobal-E Online Ltd.SHS6,531$356.1K0.3%History
LKQLKQ CorpCOM9,690$356.1K0.3%History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -48,055$349.8K0.3%History
BGSB&G Foods, Inc.COM50,238$346.1K0.3%History
HLMNHillman Solutions Corp.COM35,413$344.9K0.3%History
FTREFortrea Holdings Inc.COMMON STOCK18,487$344.8K0.3%History
PLTRPalantir Technologies Inc.Stock4,558$344.7K0.3%History
DINDine Brands Global, Inc.COM11,449$344.6K0.3%History
UPWKUpwork, IncCOM21,074$344.6K0.3%History
EPAMEPAM Systems, Inc.COM1,464$342.3K0.3%History
NJRNew Jersey Resources CorpStock7,296$340.4K0.3%History
GMEDGlobus Medical IncStock4,101$339.2K0.3%History
VIRCVirco Mfg CorporationCOM33,018$338.4K0.3%History
ADTADT Inc.COM48,807$337.3K0.3%History
ACICAmerican Coastal Insurance CorpCOM24,959$335.9K0.3%History
NVMINova Ltd.COM1,703$335.4K0.3%History
TGNATegna IncCOM18,160$332.1K0.3%History
ICHRIchor Holdings, Ltd.SHS10,273$331.0K0.3%History
ATMUAtmus Filtration Technologies Inc.COM8,440$330.7K0.3%History
MCWMister Car Wash, Inc.COM45,331$330.5K0.3%History
JPMJPMorgan Chase & CoStock1,376$329.8K0.3%History
OCOwens CorningStock1,890$321.9K0.3%History
PEPPepsiCo IncStock2,097$318.9K0.3%History
DPZDominos Pizza IncCOM758$318.2K0.3%History
EHABEnhabit, Inc.COM40,554$316.7K0.3%History
MGPIMGP Ingredients IncCOM8,018$315.7K0.3%History
UPBDUpbound Group, Inc.COM10,754$313.7K0.3%History
GPREGreen Plains Inc.COM32,906$311.9K0.3%History