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PharVision Advisers, LLC13F | |
PharVision Advisers, LLC | |
Last update 2025-05-15 | 259 Stocks (165 new) |
Value $72.00 Mil | Turnover 69 % |
PharVision Advisers, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
EXLS | ExlService Holdings Inc | 17,724 | 836.8 | -16.02% | 1.160 | -0.13% | 0.010 | +1.02% | +2.37% | 7,391.2 | Software | |
ADSK | Autodesk Inc | 2,396 | 627.3 | +147.52% | 0.870 | +0.52% | 0.000 | +16.60% | +3.96% | 65,738.7 | Software | |
QCOM | Qualcomm Inc | 4,062 | 624.0 | New Holding | 0.870 | +0.87% | 0.000 | +11.64% | +4.92% | 174,966.3 | Semiconductors | |
NVGS | Navigator Holdings Ltd | 45,751 | 609.0 | New Holding | 0.840 | +0.84% | 0.070 | +23.02% | -1.71% | 1,038.0 | Oil & Gas | |
GSL | Global Ship Lease Inc | 25,843 | 590.5 | New Holding | 0.820 | +0.82% | 0.070 | +41.02% | +28.52% | 958.7 | Transportation | |
JCI | Johnson Controls International PLC | 7,214 | 577.9 | +104.02% | 0.800 | +0.41% | 0.000 | +35.59% | +36.03% | 70,082.0 | Construction | |
FR | First Industrial Realty Trust Inc | 10,684 | 576.5 | +103.31% | 0.800 | +0.41% | 0.010 | +5.12% | -2.03% | 6,389.7 | REITs | |
FNF | Fidelity National Financial Inc | 8,675 | 564.6 | New Holding | 0.780 | +0.78% | 0.000 | -9.01% | -0.15% | 15,138.1 | Insurance | |
PKG | Packaging Corp of America | 2,850 | 564.4 | +107.12% | 0.780 | +0.40% | 0.000 | +8.43% | -8.16% | 18,363.1 | Packaging & Containers | |
CSCO | Cisco Systems Inc | 8,865 | 547.1 | +61.71% | 0.760 | +0.29% | 0.000 | +19.88% | +19.31% | 274,309.1 | Hardware |
PharVision Advisers, LLC's Historical Top Holdings Breakdowns
PharVision Advisers, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
QCOM | Qualcomm Inc | 2025-03-31 | New Buy New Buy | +0.87% | 151.94 ($163) 175.86 | $159.35 | -2.24% | New holding | 4,062 | 4,062 | |
NVGS | Navigator Holdings Ltd | 2025-03-31 | New Buy New Buy | +0.84% | 13.31 ($15.54) 17.11 | $14.98 | -3.60% | New holding | 45,751 | 45,751 | |
GSL | Global Ship Lease Inc | 2025-03-31 | New Buy New Buy | +0.82% | 21.1 ($22.37) 23.88 | $26.92 | 20.34% | New holding | 25,843 | 25,843 | |
FNF | Fidelity National Financial Inc | 2025-03-31 | New Buy New Buy | +0.78% | 54.25 ($60.08) 65.27 | $55.12 | -8.26% | New holding | 8,675 | 8,675 | |
CSGS | CSG Systems International Inc | 2025-03-31 | Sold Out Sold Out | -0.75% | 49.81 ($59.43) 66.73 | $64.22 | 8.06% | Sold Out | 0 | -17,372 | |
PSTL | Postal Realty Trust Inc | 2025-03-31 | New Buy New Buy | +0.74% | 12.42 ($13.44) 14.39 | $14.72 | 9.52% | New holding | 37,207 | 37,207 | |
NFLX | Netflix Inc | 2025-03-31 | Sold Out Sold Out | -0.74% | 828.4 ($951.01) 1058.6 | $1,288.28 | 35.46% | Sold Out | 0 | -979 | |
CXW | CoreCivic Inc | 2025-03-31 | Sold Out Sold Out | -0.74% | 18.02 ($20.12) 23.05 | $22.29 | 10.79% | Sold Out | 0 | -40,426 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.72% | 222.15 ($333.26) 428.22 | $295.88 | -11.22% | Sold Out | 0 | -2,110 | |
VBTX | Veritex Holdings Inc | 2025-03-31 | New Buy New Buy | +0.70% | 23.47 ($25.77) 27.67 | $27.71 | 7.53% | New holding | 20,340 | 20,340 |
PharVision Advisers, LLC Total Holding History ($B)
PharVision Advisers, LLC's Asset Allocation
PharVision Advisers, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PharVision Advisers, LLC's Hypothetical Growth since 2025-03-31
PharVision Advisers, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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PharVision Advisers, LLC's Holdings Heat Map
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PharVision Advisers, LLC's Holdings Bubble Chart
PharVision Advisers, LLC News
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