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Livermore
Livermore
ZHEN

PharVision Advisers, LLC

SEC CIK
0001898824
Latest filing
Aug 11, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
267
+8 vs. Q1 2025
Portfolio value
$69.6M
−$2.49M (−3.5%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of PharVision Advisers, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
EXLSExlService Holdings, Inc.COM17,724$776.1K1.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock844$622.9K0.9%+440+108.9%AddedHistory
CRUSCirrus Logic, Inc.Stock5,399$562.9K0.8%+1,160+27.4%AddedHistory
MNSTMonster Beverage CorpCOM8,394$525.8K0.8%+8,394NewHistory
VEEVVeeva Systems IncStock1,805$519.8K0.7%+919+103.7%AddedHistory
CLXClorox CoStock4,249$510.2K0.7%+4,249NewHistory
OKTAOkta, Inc.CL A4,879$487.8K0.7%+2,369+94.4%AddedHistory
NDSNNordson CorpCOM2,241$480.4K0.7%+2,241NewHistory
ORCLOracle CorpStock2,147$469.4K0.7%+2,147NewHistory
GOODGladstone Commercial CorpCOM31,458$450.8K0.6%+12,827+68.8%AddedHistory
EXRExtra Space Storage Inc.COM2,977$438.9K0.6%+392+15.2%AddedHistory
EQIXEquinix IncCOM549$436.7K0.6%+549NewHistory
WUWestern Union COStock51,690$435.2K0.6%+51,690NewHistory
PANWPalo Alto Networks IncStock2,114$432.6K0.6%+2,114NewHistory
WDAYWorkday, Inc.CL A1,783$427.9K0.6%+1,783NewHistory
PORPortland General Electric CoCOM NEW10,513$427.1K0.6%+5,964+131.1%AddedHistory
ADSKAutodesk, Inc.COM1,377$426.3K0.6%−1,019−42.5%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM3,432$424.2K0.6%+3,432NewHistory
QCOMQualcomm IncStock2,639$420.3K0.6%−1,423−35.0%ReducedHistory
RKTRocket Companies, Inc.Stock29,317$415.7K0.6%+29,317NewHistory
ADCAgree Realty CorpCOM5,654$413.1K0.6%+5,654NewHistory
INTUIntuit Inc.Stock524$412.7K0.6%+524NewHistory
ADIAnalog Devices IncStock1,725$410.6K0.6%+74+4.5%AddedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN12,807$409.7K0.6%+12,807NewHistory
CXMSprinklr, Inc.CL A48,291$408.5K0.6%+25,536+112.2%AddedHistory
URBNUrban Outfitters IncCOM5,592$405.6K0.6%+1,285+29.8%AddedHistory
SPGSimon Property Group Inc.REIT2,507$403.0K0.6%+919+57.9%AddedHistory
AVAAvista CorpCOM10,534$399.8K0.6%+10,534NewHistory
CSCOCisco Systems, Inc.Stock5,733$397.8K0.6%−3,132−35.3%ReducedHistory
DTEDte Energy CoCOM2,928$387.8K0.6%+2,928NewHistory
RGLDRoyal Gold IncStock2,135$379.7K0.5%+2,135NewHistory
NMFCNew Mountain Finance CorpCOM35,877$378.5K0.5%+10,435+41.0%AddedHistory
CPACopa Holdings, S.A.CL A3,427$376.9K0.5%+3,427NewHistory
PSTLPostal Realty Trust, Inc.CL A25,381$373.9K0.5%−11,826−31.8%ReducedHistory
TRINTrinity Capital Inc.COM26,488$372.7K0.5%+12,527+89.7%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW1,699$370.0K0.5%+1,699NewHistory
SAICScience Applications International CorpCOM3,200$360.4K0.5%+3,200NewHistory
KMXCarMax IncCOM5,303$356.4K0.5%+5,303NewHistory
CROXCrocs, Inc.COM3,514$355.9K0.5%+3,514NewHistory
CRMSalesforce, Inc.Stock1,305$355.9K0.5%+1,305NewHistory
MUMicron Technology IncStock2,885$355.6K0.5%+2,885NewHistory
JCIJohnson Controls International plcStock3,340$352.8K0.5%−3,874−53.7%ReducedHistory
DOLEDole plcORD SHS25,215$352.8K0.5%+8,362+49.6%AddedHistory
SONSonoco Products CoCOM8,094$352.6K0.5%+3,322+69.6%AddedHistory
GTXGarrett Motion Inc.Stock33,491$352.0K0.5%+33,491NewHistory
CNKCinemark Holdings, Inc.COM11,552$348.6K0.5%+11,552NewHistory
RRXRegal Rexnord CorpCOM2,404$348.5K0.5%+2,404NewHistory
USFDUS Foods Holding Corp.COM4,519$348.0K0.5%+4,519NewHistory
EPRTEssential Properties Realty Trust, Inc.COM10,860$346.5K0.5%+10,860NewHistory
EHCEncompass Health CorpCOM2,810$344.6K0.5%+2,810NewHistory
TSNTyson Foods, Inc.Stock6,152$344.1K0.5%+262+4.4%AddedHistory
SKYWSkywest IncCOM3,340$343.9K0.5%+323+10.7%AddedHistory
ALSNAllison Transmission Holdings IncStock3,615$343.4K0.5%+3,615NewHistory
SSBSouthState Bank CorpCOM3,726$342.9K0.5%+3,726NewHistory
INVHInvitation Homes Inc.COM10,444$342.6K0.5%+10,444NewHistory
BOXBox IncCL A10,005$341.9K0.5%+10,005NewHistory
BNLBroadstone Net Lease, Inc.COM21,165$339.7K0.5%+21,165NewHistory
CINFCincinnati Financial CorpCOM2,273$338.5K0.5%+2,273NewHistory
DISWalt Disney CoStock2,719$337.2K0.5%+2,719NewHistory
PNWPinnacle West Capital CorpCOM3,725$333.3K0.5%+3,725NewHistory
ORCOrchid Island Capital, Inc.COM NEW47,495$332.9K0.5%+26,647+127.8%AddedHistory
ZTSZoetis Inc.Stock2,099$327.3K0.5%+2,099NewHistory
LPGDorian LPG Ltd.SHS USD13,426$327.3K0.5%+13,426NewHistory
EPAMEPAM Systems, Inc.COM1,847$326.6K0.5%+1,847NewHistory
NOMDNomad Foods LtdUSD ORD SHS19,092$324.4K0.5%−139−0.7%ReducedHistory
GEGeneral Electric CoStock1,254$322.8K0.5%+1,254NewHistory
ONBOld National BancorpStock15,008$320.3K0.5%+15,008NewHistory
LOPEGrand Canyon Education, Inc.COM1,693$320.0K0.5%+291+20.8%AddedHistory
CXWCoreCivic, Inc.COM15,178$319.8K0.5%+15,178NewHistory
SAROStandardAero, Inc.COM10,083$319.1K0.5%+10,083NewHistory
WWDWoodward, Inc.COM1,301$318.9K0.5%+1,301NewHistory
DELLDell Technologies Inc.Stock2,578$316.1K0.5%+2,578NewHistory
ESTCElastic N.V.ORD SHS3,737$315.1K0.5%+1,405+60.2%AddedHistory
CIMChimera Investment CorpCOM SHS22,298$309.3K0.4%+22,298NewHistory
GRNDGrindr Inc.COM13,609$308.9K0.4%+13,609NewHistory
STESTERIS plcSHS USD1,283$308.2K0.4%+1,283NewHistory
GNWGenworth Financial IncCOM SHS39,500$307.3K0.4%+39,500NewHistory
MLIMueller Industries IncCOM3,850$306.0K0.4%+3,850NewHistory
UDMYUdemy, Inc.COM43,213$303.8K0.4%+29,019+204.4%AddedHistory
BKNGBooking Holdings Inc.Stock52$301.0K0.4%+52NewHistory
COSTCostco Wholesale CorpStock303$300.0K0.4%+303NewHistory
HONHoneywell International IncCOM1,288$299.9K0.4%+1,288NewHistory
HUBSHubSpot IncCOM535$297.8K0.4%+535NewHistory
TOSTToast, Inc.Stock6,662$295.1K0.4%+6,662NewHistory
XPXP Inc.CL A14,437$291.6K0.4%+14,437NewHistory
WSTWest Pharmaceutical Services IncCOM1,332$291.4K0.4%+1,332NewHistory
GEFGreif, IncCL A4,482$291.3K0.4%+4,482NewHistory
ANAutonation, Inc.COM1,462$290.4K0.4%+1,462NewHistory
FTITechnipFMC plcCOM8,369$288.2K0.4%−360−4.1%ReducedHistory
WSMWilliams Sonoma IncCOM1,749$285.7K0.4%+1,749NewHistory
CAHCardinal Health IncStock1,694$284.6K0.4%+1,694NewHistory
DCIDonaldson Co IncStock4,100$284.3K0.4%+4,100NewHistory
WORWorthington Enterprises, Inc.COM4,412$280.8K0.4%+4,412NewHistory
VZVerizon Communications IncStock6,484$280.6K0.4%+881+15.7%AddedHistory
XRAYDentsply Sirona Inc.Stock17,652$280.3K0.4%+17,652NewHistory
PRMBPrimo Brands CorpCLASS A COM SHS9,422$279.1K0.4%+9,422NewHistory
ROKRockwell Automation, IncStock838$278.4K0.4%+838NewHistory
SEESealed Air CorpCOM8,928$277.0K0.4%+1,622+22.2%AddedHistory
CARGCarGurus, Inc.COM CL A8,214$274.9K0.4%+8,214NewHistory
VRRMVerra Mobility CorpCL A COM STK10,820$274.7K0.4%−1,812−14.3%ReducedHistory

Sold out since Q1 2025 (188)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 188 by value last quarter.

Positions of PharVision Advisers, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
NVGSNavigator Holdings Ltd.SHS45,751$608.9K0.8%History
FRFirst Industrial Realty Trust IncCOM10,684$576.5K0.8%History
FNFFidelity National Financial, Inc.COM SHS8,675$564.6K0.8%History
PKGPackaging Corp of AmericaStock2,850$564.4K0.8%History
WSRWhitestone REITCOM36,471$531.4K0.7%History
VBTXVeritex Holdings, Inc.COM20,340$507.9K0.7%History
GLWCorning IncCOM10,793$494.1K0.7%History
DTDynatrace, Inc.Stock10,267$484.1K0.7%History
ESIElement Solutions IncCOM20,666$467.3K0.6%History
EMNEastman Chemical CoStock5,242$461.9K0.6%History
PNCPNC Financial Services Group, Inc.Stock2,596$456.3K0.6%History
KNXKnight-Swift Transportation Holdings Inc.CL A10,187$443.0K0.6%History
CUBECubeSmartREIT10,233$437.1K0.6%History
ESRTEmpire State Realty Trust, Inc.CL A55,526$434.2K0.6%History
HWCHancock Whitney CorpCOM8,082$423.9K0.6%History
RYNRayonier IncCOM15,138$422.0K0.6%History
AWIArmstrong World Industries IncCOM2,992$421.5K0.6%History
BRBRBellring Brands, Inc.Stock5,474$407.6K0.6%History
ENSGEnsign Group, IncCOM3,148$407.4K0.6%History
NTBBank of N.T. Butterfield & Son LtdSHS NEW10,456$406.9K0.6%History
WBSWebster Financial CorpCOM7,787$401.4K0.6%History
CCKCrown Holdings, Inc.COM4,440$396.3K0.5%History
OCFCOceanfirst Financial CorpCOM23,023$391.6K0.5%History
FLSFlowserve CorpCOM8,015$391.5K0.5%History
ETDEthan Allen Interiors IncCOM14,093$390.4K0.5%History
CWCurtiss Wright CorpStock1,230$390.2K0.5%History
OPCHOption Care Health, Inc.COM NEW11,090$387.6K0.5%History
FFBCFirst Financial BancorpCOM15,277$381.6K0.5%History
ACNAccenture plcStock1,221$381.0K0.5%History
ZBRAZebra Technologies CorpCL A1,338$378.1K0.5%History
KBRKBR, Inc.COM7,581$377.6K0.5%History
LVSLas Vegas Sands CorpCOM9,765$377.2K0.5%History
BKUBankUnited, Inc.COM10,912$375.8K0.5%History
ENSEnerSysCOM4,103$375.8K0.5%History
AXAxos Financial, Inc.COM5,812$375.0K0.5%History
ENREnergizer Holdings, Inc.COM12,492$373.8K0.5%History
LDOSLeidos Holdings, Inc.COM2,759$372.3K0.5%History
SCSCScansource, Inc.COM10,904$370.8K0.5%History
RGAReinsurance Group of America IncCOM NEW1,880$370.2K0.5%History
ELVElevance Health, Inc.Stock849$369.3K0.5%History
ACELAccel Entertainment, Inc.COM CL A137,037$367.4K0.5%History
PINSPinterest, Inc.CL A11,833$366.8K0.5%History
JHGJanus Henderson Group Ltd.ORD SHS10,123$365.9K0.5%History
GTYGetty Realty CorpCOM11,647$363.2K0.5%History
RNGRingCentral, Inc.CL A14,623$362.1K0.5%History
ELSEquity Lifestyle Properties IncCOM5,427$362.0K0.5%History
SCHWSchwab Charles CorpStock4,621$361.7K0.5%History
AVYAvery Dennison CorpCOM2,020$359.5K0.5%History
FLEXFlex Ltd.Stock10,835$358.4K0.5%History
CTSHCognizant Technology Solutions CorpCL A4,492$343.6K0.5%History
ZIONZions Bancorporation, National AssociationCOM6,864$342.2K0.5%History
MDUMdu Resources Group IncStock20,083$339.6K0.5%History
OFGOfg BancorpCOM8,379$335.3K0.5%History
HTLDHeartland Express IncCOM36,339$335.0K0.5%History
MSIMotorola Solutions, Inc.Stock761$333.2K0.5%History
NYTNew York Times CoCL A6,701$332.4K0.5%History
VIAVViavi Solutions Inc.COM29,702$332.4K0.5%History
FIXComfort Systems USA IncCOM1,017$327.8K0.5%History
UBERUber Technologies, IncStock4,461$325.0K0.5%History
KFYKorn FerryCOM NEW4,771$323.6K0.4%History
UHSUniversal Health Services IncCL B1,709$321.1K0.4%History
SMGScotts Miracle-Gro CoStock5,760$316.2K0.4%History
KEYSKeysight Technologies, Inc.Stock2,091$313.2K0.4%History
SKTTanger Inc.COM9,238$312.2K0.4%History
AYIAcuity Inc. (DE)Stock1,168$307.6K0.4%History
ENVAEnova International, Inc.COM3,172$306.3K0.4%History
MELIMercadolibre IncCOM157$306.3K0.4%History
PLDPrologis, Inc.REIT2,728$305.0K0.4%History
OSBCOld Second Bancorp IncCOM18,234$303.4K0.4%History
ITRIItron, Inc.COM2,859$299.5K0.4%History
VICIVici Properties Inc.COM9,080$296.2K0.4%History
EMREmerson Electric CoStock2,688$294.7K0.4%History
ATIAti IncStock5,563$289.4K0.4%History
HUBBHubbell IncCOM874$289.2K0.4%History
MTXMinerals Technologies IncCOM4,498$285.9K0.4%History
DHRDanaher CorpStock1,384$283.7K0.4%History
NSCNorfolk Southern CorpStock1,197$283.5K0.4%History
MTNVail Resorts IncCOM1,770$283.2K0.4%History
VTRVentas, Inc.REIT4,111$282.7K0.4%History
BKHBlack Hills CorpCOM4,647$281.8K0.4%History
DDominion Energy, IncStock4,960$278.1K0.4%History
EPACEnerpac Tool Group CorpCL A COM6,184$277.4K0.4%History
CNOBConnectOne Bancorp, Inc.COM11,389$276.9K0.4%History
SYYSysco CorpStock3,667$275.2K0.4%History
HLIHoulihan Lokey, Inc.CL A1,698$274.2K0.4%History
CHRDChord Energy CorpCOM NEW2,412$271.9K0.4%History
PGRProgressive CorpStock956$270.6K0.4%History
SCIService Corp InternationalCOM3,352$268.8K0.4%History
AMBAAmbarella IncSHS5,335$268.5K0.4%History
GNTXGentex CorpCOM11,512$268.2K0.4%History
APOGApogee Enterprises, Inc.COM5,786$268.1K0.4%History
ENOVEnovis CORPCOM6,975$266.5K0.4%History
BPOPPopular, Inc.COM NEW2,868$264.9K0.4%History
HNIHni CorpStock5,961$264.4K0.4%History
DEAEasterly Government Properties, Inc.COM24,913$264.1K0.4%History
EWBCEast West Bancorp IncCOM2,928$262.8K0.4%History
SFNCSimmons First National CorpCL A $1 PAR12,798$262.7K0.4%History
FLOFlowers Foods IncCOM13,766$261.7K0.4%History
TPRTapestry, Inc.COM3,674$258.7K0.4%History
BRXBrixmor Property Group Inc.COM9,708$257.7K0.4%History