PharVision Advisers, LLC
Follow13F filer, CIK 1898824, BOCA RATON, FL
PharVision Advisers, LLC reported $69,607,395 across 267 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 7.77% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001926
- Period
- 2025-06-30
- Reported value
- $69.6M
- Holdings
- 267
- Top 10 weight
- 7.77%
- New
- 196
- Sold out
- 188
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MNSTnew | +8,394 | $526K |
| CLXnew | +4,249 | $510K |
| NDSNnew | +2,241 | $480K |
| ORCLnew | +2,147 | $469K |
| EQIXnew | +549 | $437K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVGSexited | -45,751 | -$609K |
| FRexited | -10,684 | -$577K |
| FNFexited | -8,675 | -$565K |
| PKGexited | -2,850 | -$564K |
| WSRexited | -36,471 | -$531K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 267 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| NVGSNAVIGATOR HLDGS LTD | 45,751 | $609K | shares |
| FRFIRST INDL RLTY TR INC | 10,684 | $577K | shares |
| FNFFIDELITY NATL FINL INC | 8,675 | $565K | shares |
| PKGPACKAGING CORP AMER | 2,850 | $564K | shares |
| WSRWHITESTONE REIT | 36,471 | $531K | shares |
| VERITEX HLDGS INCVERITEX HLDGS INC | 20,340 | $508K | shares |
| GLWCORNING INC | 10,793 | $494K | shares |
| DTDYNATRACE INC | 10,267 | $484K | shares |
| ESIELEMENT SOLUTIONS INC | 20,666 | $467K | shares |
| EMNEASTMAN CHEM CO | 5,242 | $462K | shares |
| PNCPNC FINL SVCS GROUP INC | 2,596 | $456K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 10,187 | $443K | shares |
| CUBECUBESMART | 10,233 | $437K | shares |
| ESRTEMPIRE ST RLTY TR INC | 55,526 | $434K | shares |
| HWCHANCOCK WHITNEY CORPORATION | 8,082 | $424K | shares |
| RYNRAYONIER INC | 15,138 | $422K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 2,992 | $422K | shares |
| BRBRBELLRING BRANDS INC | 5,474 | $408K | shares |
| ENSGENSIGN GROUP INC | 3,148 | $407K | shares |
| NTBBANK OF N T BUTTERFIELD & SO | 10,456 | $407K | shares |
| WBSWEBSTER FINL CORP | 7,787 | $401K | shares |
| CCKCROWN HLDGS INC | 4,440 | $396K | shares |
| OCFCOCEANFIRST FINL CORP | 23,023 | $392K | shares |
| FLSFLOWSERVE CORP | 8,015 | $391K | shares |
| ETDETHAN ALLEN INTERIORS INC | 14,093 | $390K | shares |
| CWCURTISS WRIGHT CORP | 1,230 | $390K | shares |
| OPCHOPTION CARE HEALTH INC | 11,090 | $388K | shares |
| FFBC1ST FINL BANCORP | 15,277 | $382K | shares |
| ACNACCENTURE PLC IRELAND | 1,221 | $381K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,338 | $378K | shares |
| KBRKBR INC | 7,581 | $378K | shares |
| LVSLAS VEGAS SANDS CORP | 9,765 | $377K | shares |
| BKUBANKUNITED INC | 10,912 | $376K | shares |
| ENSENERSYS | 4,103 | $376K | shares |
| AXAXOS FINANCIAL INC | 5,812 | $375K | shares |
| ENRENERGIZER HLDGS INC | 12,492 | $374K | shares |
| LDOSLEIDOS HOLDINGS INC | 2,759 | $372K | shares |
| SCSCSCANSOURCE INC | 10,904 | $371K | shares |
| RGAREINSURANCE GROUP AMER INC | 1,880 | $370K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 849 | $369K | shares |
| ACELACCEL ENTERTAINMENT INC | 37,037 | $367K | shares |
| PINSPINTEREST INC | 11,833 | $367K | shares |
| JHGJANUS HENDERSON GROUP PLC | 10,123 | $366K | shares |
| GTYGETTY RLTY CORP NEW | 11,647 | $363K | shares |
| RNGRINGCENTRAL INC | 14,623 | $362K | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 5,427 | $362K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 4,621 | $362K | shares |
| AVYAVERY DENNISON CORP | 2,020 | $359K | shares |
| FLEXFLEX LTD | 10,835 | $358K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 4,492 | $344K | shares |
| ZIONZIONS BANCORPORATION NATL AS | 6,864 | $342K | shares |
| MDUMDU RES GROUP INC | 20,083 | $340K | shares |
| OFGOFG BANCORP | 8,379 | $335K | shares |
| HTLDHEARTLAND EXPRESS INC | 36,339 | $335K | shares |
| MSIMOTOROLA SOLUTIONS INC | 761 | $333K | shares |
| NYTNEW YORK TIMES CO MTN BE | 6,701 | $332K | shares |
| VIAVVIAVI SOLUTIONS INC | 29,702 | $332K | shares |
| FIXCOMFORT SYS USA INC | 1,017 | $328K | shares |
| UBERUBER TECHNOLOGIES INC | 4,461 | $325K | shares |
| KFYKORN FERRY | 4,771 | $324K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 1,709 | $321K | shares |
| SMGSCOTTS MIRACLE-GRO CO | 5,760 | $316K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 2,091 | $313K | shares |
| SKTTANGER INC | 9,238 | $312K | shares |
| AYIACUITY INC | 1,168 | $308K | shares |
| ENVAENOVA INTL INC | 3,172 | $306K | shares |
| MELIMERCADOLIBRE INC | 157 | $306K | shares |
| PLDPROLOGIS INC. | 2,728 | $305K | shares |
| OSBCOLD SECOND BANCORP INC DEL | 18,234 | $303K | shares |
| ITRIITRON INC | 2,859 | $300K | shares |
| VICIVICI PPTYS INC | 9,080 | $296K | shares |
| EMREMERSON ELEC CO | 2,688 | $295K | shares |
| ATIATI INC | 5,563 | $289K | shares |
| HUBBHUBBELL INC | 874 | $289K | shares |
| MTXMINERALS TECHNOLOGIES INC | 4,498 | $286K | shares |
| DHRDANAHER CORP DEL | 1,384 | $284K | shares |
| NSCNORFOLK SOUTHN CORP | 1,197 | $284K | shares |
| MTNVAIL RESORTS INC | 1,770 | $283K | shares |
| VTRVENTAS INC | 4,111 | $283K | shares |
| BKHBLACK HILLS CORP | 4,647 | $282K | shares |
| DDOMINION ENERGY INC | 4,960 | $278K | shares |
| EPACENERPAC TOOL GROUP CORP | 6,184 | $277K | shares |
| CNOBCONNECTONE BANCORP INC | 11,389 | $277K | shares |
| SYYSYSCO CORP | 3,667 | $275K | shares |
| HLIHOULIHAN LOKEY INC | 1,698 | $274K | shares |
| CHRDCHORD ENERGY CORPORATION | 2,412 | $272K | shares |
| PGRPROGRESSIVE CORP | 956 | $271K | shares |
| SCISERVICE CORP INTL | 3,352 | $269K | shares |
| AMBAAMBARELLA INC | 5,335 | $269K | shares |
| GNTXGENTEX CORP | 11,512 | $268K | shares |
| APOGAPOGEE ENTERPRISES INC | 5,786 | $268K | shares |
| ENOVENOVIS CORPORATION | 6,975 | $267K | shares |
| BPOPPOPULAR INC | 2,868 | $265K | shares |
| HNIHNI CORP | 5,961 | $264K | shares |
| EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES | 24,913 | $264K | shares |
| EWBCEAST WEST BANCORP INC | 2,928 | $263K | shares |
| SFNCSIMMONS FIRST NATL CORP | 12,798 | $263K | shares |
| FLOFLOWERS FOODS INC | 13,766 | $262K | shares |
| TPRTAPESTRY INC | 3,674 | $259K | shares |
| BRXBRIXMOR PPTY GROUP INC | 9,708 | $258K | shares |
| GIIIG III APPAREL GROUP LTD | 9,397 | $257K | shares |
| INDBINDEPENDENT BK CORP MASS | 4,084 | $256K | shares |
| NXTNEXTPOWER INC | 6,028 | $254K | shares |
| BBWIBATH & BODY WORKS INC | 8,344 | $253K | shares |
| HPHELMERICH & PAYNE INC | 9,473 | $247K | shares |
| SAHSONIC AUTOMOTIVE INC | 4,331 | $247K | shares |
| SRESEMPRA | 3,437 | $245K | shares |
| RJFRAYMOND JAMES FINL INC | 1,739 | $242K | shares |
| STAGSTAG INDUSTRIAL INC | 6,612 | $239K | shares |
| RBRKRUBRIK INC. | 3,908 | $238K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 2,298 | $235K | shares |
| TASKTASKUS INC | 17,245 | $235K | shares |
| MASIMASIMO CORP | 1,410 | $235K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 467 | $232K | shares |
| THCTENET HEALTHCARE CORP | 1,718 | $231K | shares |
| ALEXALEXANDER & BALDWIN INC | 13,400 | $231K | shares |
| UNPUNION PAC CORP | 972 | $230K | shares |
| BANRBANNER CORP | 3,586 | $229K | shares |
| QLYSQUALYS INC | 1,811 | $228K | shares |
| IRDMIRIDIUM COMMUNICATIONS INC | 8,263 | $226K | shares |
| WFCWELLS FARGO & CO | 3,137 | $225K | shares |
| FBRTFRANKLIN BSP RLTY TR INC | 17,673 | $225K | shares |
| BWXTBWX TECHNOLOGIES INC | 2,242 | $221K | shares |
| ENPHENPHASE ENERGY INC | 3,554 | $221K | shares |
| PHRPHREESIA INC | 8,622 | $220K | shares |
| RMDRESMED INC | 979 | $219K | shares |
| LINLINDE PLC | 469 | $218K | shares |
| HUBGHUB GROUP INC | 5,873 | $218K | shares |
| LRCXLAM RESEARCH CORP | 3,002 | $218K | shares |
| SYKSTRYKER CORPORATION | 586 | $218K | shares |
| SMPLSIMPLY GOOD FOODS CO | 6,314 | $218K | shares |
| YOUCLEAR SECURE INC | 8,355 | $216K | shares |
| TMHCTAYLOR MORRISON HOME CORP | 3,601 | $216K | shares |
| CSXCSX CORP | 7,343 | $216K | shares |
| TNLTRAVEL PLUS LEISURE CO | 4,668 | $216K | shares |
| TYLTYLER TECHNOLOGIES INC | 371 | $216K | shares |
| USBUS BANCORP | 5,083 | $215K | shares |
| ALGNALIGN TECHNOLOGY INC | 1,347 | $214K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 2,646 | $214K | shares |
| UBSIUNITED BANKSHARES INC WEST V | 6,085 | $211K | shares |
| FARO TECHNOLOGIES INCFARO TECHNOLOGIES INC | 7,719 | $211K | shares |
| VRSNVERISIGN INC | 823 | $209K | shares |
| CMSCMS ENERGY CORP | 2,747 | $206K | shares |
| WMBWILLIAMS COS INC | 3,442 | $206K | shares |
| AROCARCHROCK INC | 7,811 | $205K | shares |
| HALHALLIBURTON CO | 7,980 | $202K | shares |
| FNBF N B CORP | 14,747 | $198K | shares |
| BRSLBRIGHTSTAR LOTTERY PLC | 11,556 | $188K | shares |
| ARDTARDENT HEALTH INC | 13,642 | $188K | shares |
| PRPERMIAN RESOURCES CORP | 13,438 | $186K | shares |
| OECORION S.A. | 14,375 | $186K | shares |
| APLEAPPLE HOSPITALITY REIT INC | 14,263 | $184K | shares |
| GILTGILAT SATELLITE NETWORKS LTD | 28,816 | $183K | shares |
| SPNTSIRIUSPOINT LTD | 10,568 | $183K | shares |
| MACMACERICH CO | 10,442 | $179K | shares |
| VREXVAREX IMAGING CORP | 15,313 | $178K | shares |
| PLCECHILDRENS PL INC NEW | 20,316 | $178K | shares |
| VSATVIASAT INC | 16,910 | $176K | shares |
| DLXDELUXE CORP MEDIUM TERM NTS | 10,941 | $173K | shares |
| QUBTQUANTUM COMPUTING INC | 21,399 | $171K | shares |
| AVPTAVEPOINT INC | 11,657 | $168K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 13,162 | $164K | shares |
| NOVNOV INC | 10,708 | $163K | shares |
| WTWISDOMTREE INC | 18,095 | $161K | shares |
| PFLTPENNANTPARK FLOATING RATE CA | 14,355 | $161K | shares |
| CLSKCLEANSPARK INC | 20,869 | $140K | shares |
| CARSCARS COM INC | 12,073 | $136K | shares |
| KELYAKELLY SVCS INC | 10,290 | $136K | shares |
| CRNCCERENCE INC | 17,109 | $135K | shares |
| ZGNERMENEGILDO ZEGNA N V | 18,254 | $135K | shares |
| LZLEGALZOOM COM INC | 15,662 | $135K | shares |
| INMBINMUNE BIO INC | 17,241 | $135K | shares |
| LOCOEL POLLO LOCO HLDGS INC | 12,892 | $133K | shares |
| IRENIREN LIMITED | 20,697 | $126K | shares |
| GENIGENIUS SPORTS LIMITED | 11,765 | $118K | shares |
| STGWSTAGWELL INC | 19,298 | $117K | shares |
| SOUNSOUNDHOUND AI INC | 14,296 | $116K | shares |
| FLWS1 800 FLOWERS COM INC | 18,590 | $110K | shares |
| SNAPSNAP INC | 12,396 | $108K | shares |
| REALTHE REALREAL INC | 19,598 | $106K | shares |
| HANESBRANDS INCHANESBRANDS INC | 16,931 | $97.7K | shares |
| RGTIRIGETTI COMPUTING INC | 12,226 | $96.8K | shares |
| PNNTPENNANTPARK INVTS CORP | 13,535 | $95.2K | shares |
| TPVGTRIPLEPOINT VENTURE GROWTH B | 13,193 | $92.1K | shares |
| OISOIL STS INTL INC | 17,859 | $92K | shares |
| COURCOURSERA INC | 12,983 | $86.5K | shares |
| SGHCSUPER GROUP SGHC LIMITED | 11,044 | $71.1K | shares |
| RUNSUNRUN INC | 11,748 | $68.8K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-25-001926 | base | 2025-08-13 | acceptance time not in the bulk data set |