Vise Technologies, Inc.

CIK

1812090

Location

NEW YORK, NY

Portfolio Value

Mid $2,395,158,680

Diversification

Diversified

Filing Date

Global Rank

#887 / 8,232 ▲ 53

Top Industry

Semiconductors 11.0%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

17 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.4%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,069 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

−0.2 pts

Top 5

20.2%

−1.7 pts

Top 10

28.2%

−2.2 pts

HHI

126

Diversified−15

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.1%	$721,457,159	174
Financial Services	15.8%	$377,804,160	190
Consumer Cyclical	9.2%	$220,246,584	106
Industrials	8.4%	$201,705,573	146
Healthcare	8.4%	$200,114,315	115
Communication Services	7.6%	$183,097,486	53
Consumer Defensive	6.1%	$146,796,620	56
Energy	5.0%	$120,560,128	68
Unclassified	2.7%	$65,448,538	17
Basic Materials	2.7%	$64,330,734	58
Utilities	2.6%	$62,282,960	50
Real Estate	1.3%	$31,314,423	36

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	11,671	$1,185,306
AGL	agilon health, inc.	25,433	$438,083
PIPR	Piper Sandler Companies	2,743	$232,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,069 positions · $2,395,158,680 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,069 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	801,410	$139,765,904	−6.5%	5.84%
AAPL	Apple Inc. Technology	Held	514,365	$130,540,693	−6.6%	5.45%
MSFT	Microsoft Corp Technology	Held	230,434	$85,299,753	−23.5%	3.56%
GOOGL	Alphabet Inc. Communication Services	Held	226,667	$65,180,362	−8.1%	2.72%
AMZN	Amazon Com Inc Consumer Cyclical	Held	304,572	$63,433,210	−9.8%	2.65%
AVGO	Broadcom Inc. Technology	Held	140,379	$43,448,704	−10.6%	1.81%
META	Meta Platforms, Inc. Communication Services	Held	74,032	$42,355,928	−13.3%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Held	132,017	$38,834,120	−8.7%	1.62%
WMT	Walmart Inc. Consumer Defensive	Held	275,341	$34,219,379	+11.6%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	66,274	$31,758,500	−4.7%	1.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	88,731	$29,986,641	+11.2%	1.25%
TSLA	Tesla, Inc. Consumer Cyclical	Held	75,807	$28,181,252	−17.3%	1.18%
JNJ	Johnson & Johnson Healthcare	Held	101,118	$24,717,283	+18.1%	1.03%
XOM	Exxon Mobil Corp Energy	Held	137,262	$23,287,870	+41.0%	0.97%
V	Visa Inc. Financial Services	Held	74,788	$22,603,925	−13.8%	0.94%
LLY	ELI LILLY & Co Healthcare	Held	23,558	$21,667,941	−14.4%	0.90%
SPY	Spdr S&P 500 ETF Trust	Held	31,926	$20,762,754	−4.6%	0.87%
CAT	Caterpillar Inc Industrials	Held	23,788	$16,852,846	+23.7%	0.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	16,329	$16,270,705	+15.5%	0.68%
NFLX	Netflix Inc Communication Services	Held	167,876	$16,141,277	+2.5%	0.67%
CSCO	Cisco Systems, Inc. Technology	Held	200,341	$15,544,458	+0.7%	0.65%
CLS	Celestica Inc Technology	Held	53,970	$15,202,269	−4.7%	0.63%
ABBV	AbbVie Inc. Healthcare	Held	68,156	$14,823,248	−4.8%	0.62%
MA	Mastercard Inc Financial Services	Held	29,623	$14,801,428	−12.5%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Held	42,335	$13,923,558	−4.4%	0.58%
CVX	Chevron Corp Energy	Held	66,839	$13,828,989	+35.8%	0.58%
QQQ	Invesco Qqq Trust, Series 1	Held	23,834	$13,756,508	−6.0%	0.57%
PM	Philip Morris International Inc. Consumer Defensive	Held	80,728	$13,347,567	+3.1%	0.56%
MRK	Merck & Co., Inc. Healthcare	Held	110,677	$13,313,336	+14.3%	0.56%
LRCX	Lam Research Corp Technology	Held	60,986	$13,030,268	+24.8%	0.54%
AMAT	Applied Materials Inc /De Technology	Held	37,534	$12,828,745	+33.0%	0.54%
ASML	Asml Holding NV Technology	Held	9,370	$12,376,177	+23.5%	0.52%
PLTR	Palantir Technologies Inc. Technology	Held	78,453	$11,476,104	−17.7%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	79,359	$11,462,613	+0.8%	0.48%
ORCL	Oracle Corp Technology	Held	77,537	$11,406,468	−24.5%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Held	215,070	$10,484,662	−11.4%	0.44%
PEP	Pepsico Inc Consumer Defensive	Held	66,265	$10,290,291	+8.2%	0.43%
GS	Goldman Sachs Group Inc Financial Services	Held	12,113	$10,247,476	−3.8%	0.43%
GE	General Electric Co Industrials	Held	35,731	$10,139,385	−7.9%	0.42%
IBM	International Business Machines Corp Technology	Held	41,121	$9,967,319	−18.2%	0.42%
AXP	American Express Co Financial Services	Held	32,951	$9,967,018	−18.2%	0.42%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	76,151	$9,553,904	−14.4%	0.40%
VZ	Verizon Communications Inc Communication Services	Held	186,136	$9,344,027	+23.3%	0.39%
MU	Micron Technology Inc Technology	Held	26,836	$9,066,274	+18.4%	0.38%
WFC	Wells Fargo & Company/Mn Financial Services	Held	113,487	$9,034,700	−14.6%	0.38%
GLD	Spdr Gold Trust	Held	20,762	$8,933,680	+8.6%	0.37%
KO	Coca Cola Co Consumer Defensive	Held	115,242	$8,764,154	+8.8%	0.37%
HDB	Hdfc Bank Ltd Financial Services	Held	350,265	$8,714,593	−31.9%	0.36%
UBER	Uber Technologies, Inc Technology	Held	118,711	$8,538,882	−12.0%	0.36%
WELL	Welltower Inc. Real Estate	Held	42,890	$8,479,781	+6.5%	0.35%