Vise Technologies, Inc.
Filing Date
Global Rank
#1,084
/ 8,586
▼ 11
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.0%
SPY
+78.1%
Annualised alpha
-2.8%
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
1,070 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 30.1% | $721,457,159 |
| Financial Services | 15.8% | $378,023,856 |
| Consumer Cyclical | 9.2% | $220,246,584 |
| Industrials | 8.4% | $201,705,573 |
| Healthcare | 8.4% | $200,114,315 |
| Communication Services | 7.6% | $183,097,486 |
| Consumer Defensive | 6.1% | $146,796,620 |
| Energy | 5.0% | $120,560,128 |
| Unclassified | 2.7% | $65,448,538 |
| Basic Materials | 2.7% | $64,330,734 |
| Utilities | 2.6% | $62,282,960 |
| Real Estate | 1.3% | $31,314,423 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
58 positions ·
$64,330,734 total
· Basic Materials only
· 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 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
Held | 13,107 | $6,497,926 | 10.10% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 41,467 | $4,488,802 | 6.98% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 20,327 | $4,125,974 | 6.41% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Held | 12,043 | $3,064,823 | 4.76% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Held | 17,268 | $2,971,132 | 4.62% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 46,540 | $2,735,621 | 4.25% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 37,241 | $2,708,910 | 4.21% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 7,980 | $2,557,989 | 3.98% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 61,736 | $2,518,211 | 3.91% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 8,297 | $2,207,167 | 3.43% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Held | 23,358 | $2,179,067 | 3.39% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 19,718 | $2,072,756 | 3.22% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Held | 15,392 | $2,016,505 | 3.13% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 6,136 | $1,782,446 | 2.77% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 9,826 | $1,661,576 | 2.58% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Held | 42,944 | $1,310,650 | 2.04% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 12,798 | $1,071,320 | 1.67% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
Held | 21,926 | $995,440 | 1.55% | |
| MT |
ArcelorMittal
Basic Materials
|
Held | 18,385 | $955,652 | 1.49% | |
| PKX |
Posco Holdings Inc.
Basic Materials
|
Held | 14,874 | $869,980 | 1.35% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 11,364 | $857,527 | 1.33% | |
| RS |
Reliance, Inc.
Basic Materials
|
Held | 2,711 | $823,927 | 1.28% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Held | 3,313 | $818,476 | 1.27% | |
| AA |
Alcoa Corp
Basic Materials
|
Held | 12,013 | $796,822 | 1.24% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Held | 5,355 | $695,293 | 1.08% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 2,382 | $648,618 | 1.01% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 14,857 | $618,794 | 0.96% | |
| CX |
Cemex Sab De CV
Basic Materials
|
Held | 52,079 | $595,783 | 0.93% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Held | 3,284 | $591,120 | 0.92% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 914 | $538,053 | 0.84% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Held | 6,640 | $534,918 | 0.83% | |
| VALE |
Vale S.A.
Basic Materials
|
Held | 32,091 | $510,567 | 0.79% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
Held | 25,902 | $482,554 | 0.75% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Held | 24,644 | $462,567 | 0.72% | |
| ALB |
Albemarle Corp
Basic Materials
|
Held | 2,293 | $411,662 | 0.64% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Held | 9,186 | $408,133 | 0.63% | |
| CENX |
Century Aluminum Co
Basic Materials
|
Held | 6,616 | $388,293 | 0.60% | |
| MEOH |
Methanex Corp
Basic Materials
|
Held | 6,223 | $370,517 | 0.58% | |
| HMY |
Harmony Gold Mining Co Ltd
Basic Materials
|
Held | 24,002 | $368,910 | 0.57% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Held | 2,108 | $361,774 | 0.56% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Held | 6,295 | $343,895 | 0.53% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Held | 6,283 | $325,145 | 0.51% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Held | 3,073 | $305,456 | 0.47% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 2,627 | $280,773 | 0.44% | |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
Held | 13,296 | $277,886 | 0.43% | |
| SLVM |
Sylvamo Corp
Basic Materials
|
Held | 6,555 | $276,883 | 0.43% | |
| CSTM |
Constellium SE
Basic Materials
|
Held | 10,737 | $263,915 | 0.41% | |
| FUL |
Fuller H B Co
Basic Materials
|
Held | 4,250 | $262,140 | 0.41% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Held | 3,304 | $252,161 | 0.39% | |
| BCC |
BOISE CASCADE Co
Basic Materials
|
Held | 3,305 | $250,684 | 0.39% |