Vise Technologies, Inc.
Top Portfolio Positions
1,068 positions ·
$2,363,400,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
801,410 | $139,765,904 | 5.91% |
| AAPL |
Apple Inc.
Technology
|
514,365 | $130,540,693 | 5.52% |
| MSFT |
Microsoft Corp
Technology
|
230,434 | $85,299,753 | 3.61% |
| GOOGL |
Alphabet Inc.
Communication Services
|
226,667 | $65,180,362 | 2.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
304,572 | $63,433,210 | 2.68% |
| AVGO |
Broadcom Inc.
Technology
|
140,379 | $43,448,704 | 1.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
74,032 | $42,355,928 | 1.79% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
132,017 | $38,834,120 | 1.64% |
| WMT |
Walmart Inc.
Consumer Defensive
|
275,341 | $34,219,379 | 1.45% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
88,731 | $29,986,641 | 1.27% |
Portfolio Trend
Holdings in T
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,290,974 | 217,005 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,390,404 | 217,005 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,349,474 | 189,429 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,221,087 | 214,965 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,406,584 | 105,691 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,524,028 | 69,274 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,128,942 | 59,076 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $960,537 | 54,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,021,683 | 60,887 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $920,741 | 61,301 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $920,506 | 57,712 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,332,908 | 69,242 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $937,013 | 50,897 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $747,456 | 48,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $779,544 | 37,192 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $363,283 | 20,355 | Shares | Sole | 2022-06-08 | |
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