Vise Technologies, Inc.
Top Portfolio Positions
1,070 positions ·
$2,395,378,376 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
801,410 | $139,765,904 | 5.83% | |
| AAPL |
Apple Inc.
Technology
|
514,365 | $130,540,693 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
230,434 | $85,299,753 | 3.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
226,667 | $65,180,362 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
304,572 | $63,433,210 | 2.65% | |
| AVGO |
Broadcom Inc.
Technology
|
140,379 | $43,448,704 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
74,032 | $42,355,928 | 1.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
132,017 | $38,834,120 | 1.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
275,341 | $34,219,379 | 1.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
66,274 | $31,758,500 | 1.33% |
Portfolio Trend
17 quarters · across all stocks
Holdings in MUFG
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,291,161 | 311,795 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,945,068 | 311,795 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,620,878 | 289,892 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,688,402 | 268,834 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,370,030 | 202,221 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,208,121 | 118,676 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $583,999 | 54,074 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $496,369 | 48,521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $382,249 | 44,396 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $394,997 | 46,525 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $326,697 | 44,328 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $252,309 | 39,485 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $272,883 | 40,912 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,790 | 51,509 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,372 | 53,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $177,597 | 28,691 | Shares | Sole | 2022-06-08 | |
| No 13F history on record for this holder in this stock. | ||||||