PA

PharVision Advisers, LLC

13F
PharVision Advisers, LLC
Last update 2025-05-15 259 Stocks (165 new)
Value $72.00 Mil Turnover 69 %
Countries:
Top Holdings: EXLS(1.16%)ADSK(0.87%)QCOM(0.87%)NVGS(0.84%)GSL(0.82%)
Summary Stock Picks Current Portfolio
PharVision Advisers, LLC Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

To

PharVision Advisers, LLC's Asset Allocation

To

PharVision Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PharVision Advisers, LLC's Hypothetical Growth since 2025-03-31

PharVision Advisers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PharVision Advisers, LLC's Holdings Heat Map

Size field:

PharVision Advisers, LLC's Holdings Bubble Chart

PharVision Advisers, LLC News

  • 1

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