Pharvision Advisers, LLC Top Holdings and 13F Report (2025) About Pharvision Advisers, LLCInvestment ActivityPharvision Advisers, LLC has $69.61 million in total holdings as of June 30, 2025.Pharvision Advisers, LLC owns shares of 267 different stocks, but just 179 companies or ETFs make up 80% of its holdings.Approximately 75.86% of the portfolio was purchased this quarter.About 80.70% of the portfolio was sold this quarter.This quarter, Pharvision Advisers, LLC has purchased 259 new stocks and bought additional shares in 39 stocks.Pharvision Advisers, LLC sold shares of 31 stocks and completely divested from 188 stocks this quarter.Largest Holdings ExlService $776,134Meta Platforms $622,948Cirrus Logic $562,873Monster Beverage $525,800Veeva Systems $519,804 Largest New Holdings this Quarter 61174X109 - Monster Beverage $525,800 Holding189054109 - Clorox $510,177 Holding655663102 - Nordson $480,403 Holding68389X105 - Oracle $469,399 Holding29444U700 - Equinix $436,713 Holding Largest Purchases this Quarter Monster Beverage 8,394 shares (about $525.80K)Clorox 4,249 shares (about $510.18K)Nordson 2,241 shares (about $480.40K)Oracle 2,147 shares (about $469.40K)Equinix 549 shares (about $436.71K) Largest Sales this Quarter Global Ship Lease 15,788 shares (about $415.38K)Johnson Controls International 3,874 shares (about $409.17K)Silgan 6,289 shares (about $340.74K)Rithm Capital 28,510 shares (about $321.88K)Autodesk 1,019 shares (about $315.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPharvision Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEXLSExlService$776,1340.0%17,7241.1%Computer and TechnologyMETAMeta Platforms$622,948$324,760 ▲108.9%8440.9%Computer and TechnologyCRUSCirrus Logic$562,873$120,936 ▲27.4%5,3990.8%Computer and TechnologyMNSTMonster Beverage$525,800$525,800 ▲New Holding8,3940.8%Consumer StaplesVEEVVeeva Systems$519,804$264,654 ▲103.7%1,8050.7%MedicalCLXClorox$510,177$510,177 ▲New Holding4,2490.7%Consumer StaplesOKTAOkta$487,754$236,829 ▲94.4%4,8790.7%Computer and TechnologyNDSNNordson$480,403$480,403 ▲New Holding2,2410.7%IndustrialsORCLOracle$469,399$469,399 ▲New Holding2,1470.7%Computer and TechnologyGOODGladstone Commercial$450,793$183,811 ▲68.8%31,4580.6%FinanceEXRExtra Space Storage$438,929$57,796 ▲15.2%2,9770.6%FinanceEQIXEquinix$436,713$436,713 ▲New Holding5490.6%FinanceWUWestern Union$435,230$435,230 ▲New Holding51,6900.6%Business ServicesPANWPalo Alto Networks$432,609$432,609 ▲New Holding2,1140.6%Computer and TechnologyWDAYWorkday$427,920$427,920 ▲New Holding1,7830.6%Computer and TechnologyPORPortland General Electric$427,143$242,317 ▲131.1%10,5130.6%UtilitiesADSKAutodesk$426,278$315,452 ▼-42.5%1,3770.6%Computer and TechnologyBFAMBright Horizons Family Solutions$424,161$424,161 ▲New Holding3,4320.6%Business ServicesQCOMQUALCOMM$420,287$226,627 ▼-35.0%2,6390.6%Computer and TechnologyRKTRocket Companies$415,715$415,715 ▲New Holding29,3170.6%FinanceADCAgree Realty$413,081$413,081 ▲New Holding5,6540.6%FinanceINTUIntuit$412,718$412,718 ▲New Holding5240.6%Computer and TechnologyADIAnalog Devices$410,585$17,614 ▲4.5%1,7250.6%Computer and TechnologyNSANational Storage Affiliates Trust$409,696$409,696 ▲New Holding12,8070.6%FinanceCXMSprinklr$408,542$216,035 ▲112.2%48,2910.6%Business ServicesURBNUrban Outfitters$405,644$93,214 ▲29.8%5,5920.6%Retail/WholesaleSPGSimon Property Group$403,025$147,738 ▲57.9%2,5070.6%FinanceAVAAvista$399,765$399,765 ▲New Holding10,5340.6%UtilitiesCSCOCisco Systems$397,756$217,298 ▼-35.3%5,7330.6%Computer and TechnologyDTEDTE Energy$387,843$387,843 ▲New Holding2,9280.6%UtilitiesRGLDRoyal Gold$379,688$379,688 ▲New Holding2,1350.5%Basic MaterialsNMFCNew Mountain Finance$378,502$110,089 ▲41.0%35,8770.5%FinanceCPACopa$376,867$376,867 ▲New Holding3,4270.5%TransportationPSTLPostal Realty Trust$373,862$174,197 ▼-31.8%25,3810.5%FinanceTRINTrinity Capital$372,686$176,255 ▲89.7%26,4880.5%FinanceFERGUSON ENTERPRISES INC$369,957$369,957 ▲New Holding1,6990.5%COMMON STOCK NEWSAICScience Applications International$360,352$360,352 ▲New Holding3,2000.5%Computer and TechnologyKMXCarMax$356,415$356,415 ▲New Holding5,3030.5%Retail/WholesaleCROXCrocs$355,898$355,898 ▲New Holding3,5140.5%Consumer DiscretionaryCRMSalesforce$355,860$355,860 ▲New Holding1,3050.5%Computer and TechnologyMUMicron Technology$355,576$355,576 ▲New Holding2,8850.5%Computer and TechnologyJCIJohnson Controls International$352,771$409,172 ▼-53.7%3,3400.5%ConstructionDOLEDole$352,758$116,984 ▲49.6%25,2150.5%Consumer StaplesSONSonoco Products$352,575$144,706 ▲69.6%8,0940.5%IndustrialsGTXGarrett Motion$351,990$351,990 ▲New Holding33,4910.5%Auto/Tires/TrucksCNKCinemark$348,639$348,639 ▲New Holding11,5520.5%Consumer DiscretionaryRRXRegal Rexnord$348,484$348,484 ▲New Holding2,4040.5%IndustrialsUSFDUS Foods$348,008$348,008 ▲New Holding4,5190.5%Consumer StaplesEPRTEssential Properties Realty Trust$346,543$346,543 ▲New Holding10,8600.5%FinanceEHCEncompass Health$344,590$344,590 ▲New Holding2,8100.5%MedicalTSNTyson Foods$344,143$14,656 ▲4.4%6,1520.5%Consumer StaplesSKYWSkyWest$343,920$33,259 ▲10.7%3,3400.5%TransportationALSNAllison Transmission$343,389$343,389 ▲New Holding3,6150.5%Auto/Tires/TrucksSSBSouthState$342,904$342,904 ▲New Holding3,7260.5%FinanceINVHInvitation Home$342,563$342,563 ▲New Holding10,4440.5%FinanceBOXBOX$341,871$341,871 ▲New Holding10,0050.5%Computer and TechnologyBNLBroadstone Net Lease$339,698$339,698 ▲New Holding21,1650.5%FinanceCINFCincinnati Financial$338,495$338,495 ▲New Holding2,2730.5%FinanceDISWalt Disney$337,183$337,183 ▲New Holding2,7190.5%Consumer DiscretionaryPNWPinnacle West Capital$333,276$333,276 ▲New Holding3,7250.5%UtilitiesORCOrchid Island Capital$332,940$186,795 ▲127.8%47,4950.5%FinanceZTSZoetis$327,339$327,339 ▲New Holding2,0990.5%MedicalLPGDorian LPG$327,326$327,326 ▲New Holding13,4260.5%TransportationEPAMEPAM Systems$326,587$326,587 ▲New Holding1,8470.5%Computer and TechnologyNOMDNomad Foods$324,373$2,362 ▼-0.7%19,0920.5%Consumer StaplesGEGE Aerospace$322,767$322,767 ▲New Holding1,2540.5%AerospaceONBOld National Bancorp$320,271$320,271 ▲New Holding15,0080.5%FinanceLOPEGrand Canyon Education$319,977$54,999 ▲20.8%1,6930.5%Consumer DiscretionaryCXWCoreCivic$319,800$319,800 ▲New Holding15,1780.5%FinanceSTANDARDAERO INC$319,127$319,127 ▲New Holding10,0830.5%COMWWDWoodward$318,862$318,862 ▲New Holding1,3010.5%AerospaceDELLDell Technologies$316,063$316,063 ▲New Holding2,5780.5%Computer and TechnologyESTCElastic$315,141$118,484 ▲60.2%3,7370.5%Computer and TechnologyCHIMERA INVT CORP$309,273$309,273 ▲New Holding22,2980.4%COM SHSGRNDGrindr$308,924$308,924 ▲New Holding13,6090.4%Computer and TechnologySTESTERIS$308,202$308,202 ▲New Holding1,2830.4%MedicalGNWGenworth Financial$307,310$307,310 ▲New Holding39,5000.4%FinanceMLIMueller Industries$305,960$305,960 ▲New Holding3,8500.4%IndustrialsUDMYUdemy$303,787$204,003 ▲204.4%43,2130.4%Computer and TechnologyBKNGBooking$301,040$301,040 ▲New Holding520.4%Retail/WholesaleCOSTCostco Wholesale$299,952$299,952 ▲New Holding3030.4%Retail/WholesaleHONHoneywell International$299,949$299,949 ▲New Holding1,2880.4%Multi-Sector ConglomeratesHUBSHubSpot$297,797$297,797 ▲New Holding5350.4%Computer and TechnologyTOSTToast$295,060$295,060 ▲New Holding6,6620.4%Computer and TechnologyXPXP$291,627$291,627 ▲New Holding14,4370.4%FinanceWSTWest Pharmaceutical Services$291,442$291,442 ▲New Holding1,3320.4%MedicalGEFGreif$291,285$291,285 ▲New Holding4,4820.4%IndustrialsANAutoNation$290,426$290,426 ▲New Holding1,4620.4%Retail/WholesaleFTITechnipFMC$288,228$12,398 ▼-4.1%8,3690.4%EnergyWSMWilliams-Sonoma$285,734$285,734 ▲New Holding1,7490.4%Retail/WholesaleCAHCardinal Health$284,592$284,592 ▲New Holding1,6940.4%MedicalDCIDonaldson$284,335$284,335 ▲New Holding4,1000.4%IndustrialsWORWorthington Enterprises$280,780$280,780 ▲New Holding4,4120.4%ConstructionVZVerizon Communications$280,563$38,121 ▲15.7%6,4840.4%Computer and TechnologyXRAYDENTSPLY SIRONA$280,314$280,314 ▲New Holding17,6520.4%MedicalPRIMO BRANDS CORPORATION$279,080$279,080 ▲New Holding9,4220.4%CLASS A COM SHSROKRockwell Automation$278,358$278,358 ▲New Holding8380.4%Computer and TechnologySEESealed Air$277,036$50,331 ▲22.2%8,9280.4%IndustrialsCARGCarGurus$274,923$274,923 ▲New Holding8,2140.4%Auto/Tires/TrucksVRRMVerra Mobility$274,720$46,007 ▼-14.3%10,8200.4%Computer and TechnologyShowing largest 100 holdings. 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