13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001898824
Total reported value
$5.3M
$5.3M
267 檔
56.7%
According to the latest 13F quarterly dataset, PharVision Advisers, LLC managed an equity portfolio of $5.3M at the end of Q2 2025, spanning 267 distinct U.S. exchange-listed positions.
During Q2 2025, PharVision Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.12% | — | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | — | +108.91% | |
| 3 | CRUS | Cirrus Logic Inc | Stock-Tech | 0.81% | — | +27.36% | |
| 4 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.76% | — | — | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.75% | — | +103.72% | |
| 6 | CLX | Clorox Company | Stock-Consumer Staples | 0.73% | — | — | |
| 7 | OKTA | Okta Inc | Stock-Tech | 0.70% | — | +94.38% | |
| 8 | NDSN | Nordson CORP | Stock-Industrials | 0.69% | — | — | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 0.67% | — | — | |
| 10 | GOOD | Gladstone Commercial CORP | Stock-Other | 0.65% | — | +68.85% | |
| 11 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.63% | — | +15.16% | |
| 12 | EQIX | Equinix Inc | Stock-Real Estate | 0.63% | — | — | |
| 13 | WU | Western Union Co | Stock-Financials | 0.63% | — | — | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | — | — | |
| 15 | WDAY | Workday Inc-class A | Stock-Tech | 0.61% | — | — | |
| 16 | POR | Portland General Electric Co | Stock-Utilities | 0.61% | — | +131.11% | |
| 17 | ADSK | Autodesk Inc | Stock-Tech | 0.61% | — | -42.53% | |
| 18 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.61% | — | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.60% | — | -35.03% | |
| 20 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.60% | — | — | |
| 21 | ADC | Agree Realty CORP | Stock-Real Estate | 0.59% | — | — | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.59% | — | — | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 0.59% | — | +4.48% | |
| 24 | NSA | National Storage Affiliates | Stock-Real Estate | 0.59% | — | — | |
| 25 | CXM | Sprinklr Inc-a | Stock-Other | 0.59% | — | +112.22% | |
| 26 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.58% | — | +29.84% | |
| 27 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.58% | — | +57.87% | |
| 28 | AVA | Avista CORP | Stock-Utilities | 0.57% | — | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | — | -35.33% | |
| 30 | DTE | Dte Energy Company | Stock-Utilities | 0.56% | — | — | |
| 31 | RGLD | Royal Gold Inc | Stock-Materials | 0.55% | — | — | |
| 32 | NMFC | New Mountain Finance CORP | Stock-Other | 0.54% | — | +41.01% | |
| 33 | CPA | Copa Holdings, S.A. | Stock-Other | 0.54% | — | — | |
| 34 | PSTL | Postal Realty Trust Inc- A | Stock-Other | 0.54% | — | -31.78% | |
| 35 | TRIN | Trinity Capital Inc | Stock-Other | 0.54% | — | +89.73% | |
| 36 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.53% | — | — | |
| 37 | SAIC | Science Applications Inte | Stock-Tech | 0.52% | — | — | |
| 38 | KMX | Carmax Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 39 | CROX | Crocs Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.51% | — | — | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.51% | — | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | — | -53.70% | |
| 43 | DOLE | Dole plc | Stock-Other | 0.51% | — | +49.62% | |
| 44 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.51% | — | +69.61% | |
| 45 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 46 | CNK | Cinemark Holdings Inc | Stock-Other | 0.50% | — | — | |
| 47 | RRX | Regal Rexnord CORP | Stock-Industrials | 0.50% | — | — | |
| 48 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.50% | — | — | |
| 49 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.50% | — | — | |
| 50 | EHC | Encompass Health CORP | Stock-Healthcare | 0.50% | — | — |
According to official SEC Form 13F filings, PharVision Advisers, LLC reported a total U.S. public equity portfolio value of $5.3M across 267 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EXLS, META, CRUS) accounted for 56.7% of total reported equity market value during Q2 2025.
During Q2 2025, PharVision Advisers, LLC's top holdings by market value included EXLS (1.1%)、META (0.9%)、CRUS (0.8%). The largest single position, EXLS, represented 1.1% of total portfolio value.
In Q2 2025, PharVision Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.