PharVision Advisers, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), PharVision Advisers, LLC reported 62 stock positions worth $5.3 million. Its top holding was Park Hotels & Resorts (PK) at 2.7% of the portfolio, followed by Green Dot Class A (GDOT, 2.6%) and Grocery Outlet (GO, 2.6%). Compared with Q1 2026, it opened 42 new positions, sold out of 77, added to 4 and reduced 16. The biggest buy was a new position in Park Hotels & Resorts (PK) and the biggest sale an exit from HP (HPQ).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001898824
- Portfolio Value
- $5.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001505 ↗ filed Aug 11, 2026
Holdings Value
Holdings 62 stocks · $5.3M
| PK Park Hotels & Resorts Inc. | 2.74% | 10,209 | $145K | New |
| GDOT Green Dot Corp. Class A | 2.59% | 10,179 | $138K | New |
| GO Grocery Outlet Holding Corp. | 2.56% | 13,597 | $136K | Reduce -19.4% |
| ADAM Adamas Trust Inc. | 2.38% | 13,466 | $126K | New |
| CLF Cleveland-Cliffs Inc. | 2.33% | 13,160 | $124K | Add +22.2% |
| CGNT Cognyte Software Ltd. | 2.31% | 13,978 | $123K | New |
| AVAH Aveanna Healthcare Holdings | 2.28% | 14,135 | $121K | Reduce -29.6% |
| SXC Suncoke Energy Inc. | 2.28% | 15,048 | $121K | New |
| BLMN Bloomin' Brands Inc. | 2.26% | 13,095 | $120K | Reduce -9.8% |
| INN Summit Hotel Properties Inc. | 2.16% | 16,336 | $115K | New |
| GGB Gerdau SA -Spon ADR | 2.11% | 27,702 | $112K | New |
| LILAK Liberty Latin Americ Class C | 2.08% | 14,130 | $110K | New |
| MITT TPG Mortgage Investment Trus | 1.98% | 13,271 | $105K | Reduce -24.4% |
| ITUB Itau Unibanco H-Spon PRF ADR | 1.97% | 12,786 | $104K | Reduce -15.6% |
| SB Safe Bulkers Inc. | 1.96% | 16,505 | $104K | Reduce -34.1% |
| UGP Ultrapar Particpac-Spon ADR | 1.96% | 20,690 | $104K | Add +42.5% |
| SNAP Snap Inc. Class A | 1.94% | 23,205 | $103K | Reduce -2.3% |
| PTEN Patterson-Uti Energy Inc. | 1.92% | 11,085 | $102K | New |
| IBRX Immunitybio Inc. | 1.85% | 11,198 | $98K | New |
| DCH Dauch Corporation | 1.85% | 18,086 | $98K | Reduce -34.0% |
| UA Under Armour Inc. Class C | 1.84% | 15,709 | $98K | New |
| INTR Inter & Co. Inc. Class A | 1.81% | 17,652 | $96K | New |
| LZ Legalzoomcom Inc. | 1.80% | 15,604 | $96K | New |
| MYGN Myriad Genetics Inc. | 1.77% | 16,449 | $94K | New |
| BTGO Bitgo Holdings Inc. Class A | 1.73% | 17,722 | $92K | New |
| AMPL Amplitude Inc. Class A | 1.68% | 11,668 | $89K | New |
| INGN Inogen Inc. | 1.64% | 13,473 | $87K | New |
| ARCO Arcos Dorados Holdings Inc. Class A | 1.64% | 10,765 | $87K | Reduce -15.5% |
| EXK Endeavour Silver Corp. | 1.61% | 10,290 | $85K | New |
| PANL Pangaea Logistics Solutions | 1.56% | 12,733 | $83K | Reduce -20.5% |
| COUR Coursera Inc. | 1.54% | 14,528 | $82K | New |
| BYRN Byrna Technologies Inc. | 1.54% | 12,191 | $82K | New |
| MLCO Melco Resorts & Entert-ADR | 1.54% | 15,509 | $82K | Reduce -55.8% |
| BRSP Brightspire Capital Inc. | 1.53% | 14,857 | $81K | New |
| BTE Baytex Energy Corp. | 1.47% | 19,546 | $78K | New |
| MOMO Hello Group Inc. -SPN ADR | 1.42% | 12,991 | $75K | New |
| TKC Turkcell Iletisim Hizmet-ADR | 1.40% | 12,671 | $75K | Reduce -32.5% |
| OPEN Opendoor Technologies Inc. | 1.40% | 16,091 | $74K | Add +8.3% |
| OPRX Optimizerx Corp. | 1.39% | 12,904 | $74K | New |
| RIG Transocean Ltd. | 1.38% | 14,965 | $73K | Reduce -26.4% |
| ASAN Asana Inc. Class A | 1.36% | 10,309 | $72K | Reduce -45.0% |
| VOXR Vox Royalty Corp. | 1.36% | 15,231 | $72K | New |
| RGP Resources Connection Inc. | 1.34% | 16,754 | $71K | New |
| HAFN Hafnia Ltd. | 1.32% | 10,518 | $70K | New |
| NUS Nu Skin Enterprises Inc. Class A | 1.31% | 13,202 | $70K | New |
| DBI Designer Brands Inc. Class A | 1.29% | 11,760 | $69K | New |
| SITC Site Centers Corp. filed as SITE CTRS CORP | 1.29% | 17,257 | $69K | New |
| STLA Stellantis NV | 1.27% | 11,740 | $67K | Add +17.0% |
| AUNA Auna SA Class A | 1.27% | 13,091 | $67K | New |
| AGNT Agnt Inc. | 1.25% | 12,211 | $66K | New |
| UAA Under Armour Inc. Class A | 1.23% | 10,173 | $65K | New |
| SMWB Similarweb Ltd. | 1.20% | 10,368 | $64K | Reduce -45.2% |
| OPRT Oportun Financial Corp. | 1.17% | 10,837 | $62K | New |
| TBLA Taboola.com Ltd. | 1.10% | 11,631 | $58K | New |
| JBLU Jetblue Airways Corp. | 1.09% | 10,047 | $58K | New |
| GRNT Granite Ridge Resources Inc. | 1.07% | 12,915 | $57K | New |
| QTRX Quanterix Corp. | 1.06% | 13,039 | $56K | New |
| TASK Taskus Inc. Class A | 0.98% | 11,056 | $52K | New |
| VRRM Verra Mobility Corp. | 0.84% | 10,456 | $44K | New |
| GRAB Grab Holdings Ltd. Class A | 0.79% | 11,112 | $42K | New |
| FLWS 1-800-Flowers.com Inc. Class A | 0.70% | 10,680 | $37K | New |
| TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC | 0.52% | 14,117 | $27K | Reduce -50.6% |
Portfolio Sells Q1 2026 → Q2 2026
| HPQ HP Inc. | Sold out | 0.00% | −2.36 |
| FSM Fortuna Mining Corp. | Sold out | 0.00% | −1.85 |
| HLF Herbalife Ltd. | Sold out | 0.00% | −1.78 |
| SWBI Smith & Wesson Brands Inc. | Sold out | 0.00% | −1.78 |
| EFC Ellington Financial Inc. | Sold out | 0.00% | −1.72 |
| ATEC Alphatec Holdings Inc. | Sold out | 0.00% | −1.68 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −1.52 |
| F Ford Motor Co. | Sold out | 0.00% | −1.52 |
| QUAD Quad Graphics Inc. | Sold out | 0.00% | −1.47 |
| OIS Oil States International Inc. | Sold out | 0.00% | −1.44 |
| ALTG Alta Equipment Group Inc. | Sold out | 0.00% | −1.43 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −1.43 |
| EMBC Embecta Corp. | Sold out | 0.00% | −1.42 |
| CNH CNH Industrial NV | Sold out | 0.00% | −1.42 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −1.39 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −1.36 |
| ZGN Ermenegildo Zegna NV | Sold out | 0.00% | −1.34 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −1.33 |
| ORC Orchid Island Capital Inc. | Sold out | 0.00% | −1.30 |
| BTG B2GOLD Corp. | Sold out | 0.00% | −1.29 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −1.28 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −1.27 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −1.25 |
| MTA Metalla Royalty & Streaming | Sold out | 0.00% | −1.23 |
| BORR Borr Drilling Ltd. | Sold out | 0.00% | −1.23 |
| TRTX TPG Re Finance Trust Inc. | Sold out | 0.00% | −1.18 |
| TROX Tronox Holdings PLC | Sold out | 0.00% | −1.15 |
| BTDR Bitdeer Technologies Group-A | Sold out | 0.00% | −1.14 |
| GOGO Gogo Inc. | Sold out | 0.00% | −1.13 |
| UWMC Uwm Holdings Corp. | Sold out | 0.00% | −1.12 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −1.11 |
| KODK Eastman Kodak Co. | Sold out | 0.00% | −1.08 |
| AVPT Avepoint Inc. | Sold out | 0.00% | −1.04 |
| PHR Phreesia Inc. | Sold out | 0.00% | −1.01 |
| HIMX Himax Technologies Inc.-ADR | Sold out | 0.00% | −1.00 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.99 |
| ILPT Industrial Logistics Propert | Sold out | 0.00% | −0.99 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.99 |
| CFFN Capitol Federal Financial Inc. | Sold out | 0.00% | −0.97 |
| GSM Ferroglobe PLC | Sold out | 0.00% | −0.97 |
| RWT Redwood Trust Inc. | Sold out | 0.00% | −0.96 |
| WEAV Weave Communications Inc. | Sold out | 0.00% | −0.93 |
| CYRX Cryoport Inc. | Sold out | 0.00% | −0.93 |
| QS Quantumscape Corp. | Sold out | 0.00% | −0.90 |
| JMIA Jumia Technologies AG-ADR | Sold out | 0.00% | −0.87 |
| ORGO Organogenesis Holdings Inc. | Sold out | 0.00% | −0.86 |
| EGAN Egain Corp. | Sold out | 0.00% | −0.84 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.84 |
| RILY BRC Group Holdings Inc. | Sold out | 0.00% | −0.83 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.81 |
Portfolio Buys Q1 2026 → Q2 2026
| PK Park Hotels & Resorts Inc. | New | 2.74% | +2.74 |
| GDOT Green Dot Corp. Class A | New | 2.59% | +2.59 |
| ADAM Adamas Trust Inc. | New | 2.38% | +2.38 |
| CGNT Cognyte Software Ltd. | New | 2.31% | +2.31 |
| SXC Suncoke Energy Inc. | New | 2.28% | +2.28 |
| INN Summit Hotel Properties Inc. | New | 2.16% | +2.16 |
| GGB Gerdau SA -Spon ADR | New | 2.11% | +2.11 |
| LILAK Liberty Latin Americ Class C | New | 2.08% | +2.08 |
| PTEN Patterson-Uti Energy Inc. | New | 1.92% | +1.92 |
| IBRX Immunitybio Inc. | New | 1.85% | +1.85 |
| UA Under Armour Inc. Class C | New | 1.84% | +1.84 |
| INTR Inter & Co. Inc. Class A | New | 1.81% | +1.81 |
| LZ Legalzoomcom Inc. | New | 1.80% | +1.80 |
| MYGN Myriad Genetics Inc. | New | 1.77% | +1.77 |
| BTGO Bitgo Holdings Inc. Class A | New | 1.73% | +1.73 |
| AMPL Amplitude Inc. Class A | New | 1.68% | +1.68 |
| INGN Inogen Inc. | New | 1.64% | +1.64 |
| EXK Endeavour Silver Corp. | New | 1.61% | +1.61 |
| COUR Coursera Inc. | New | 1.54% | +1.54 |
| BYRN Byrna Technologies Inc. | New | 1.54% | +1.54 |
| BRSP Brightspire Capital Inc. | New | 1.53% | +1.53 |
| BTE Baytex Energy Corp. | New | 1.47% | +1.47 |
| MOMO Hello Group Inc. -SPN ADR | New | 1.42% | +1.42 |
| CLF Cleveland-Cliffs Inc. | Add +22.2% | 2.33% | +1.41 |
| OPRX Optimizerx Corp. | New | 1.39% | +1.39 |
| VOXR Vox Royalty Corp. | New | 1.36% | +1.36 |
| RGP Resources Connection Inc. | New | 1.34% | +1.34 |
| HAFN Hafnia Ltd. | New | 1.32% | +1.32 |
| NUS Nu Skin Enterprises Inc. Class A | New | 1.31% | +1.31 |
| DBI Designer Brands Inc. Class A | New | 1.29% | +1.29 |
| SITC Site Centers Corp. | New | 1.29% | +1.29 |
| AUNA Auna SA Class A | New | 1.27% | +1.27 |
| AGNT Agnt Inc. | New | 1.25% | +1.25 |
| UAA Under Armour Inc. Class A | New | 1.23% | +1.23 |
| OPRT Oportun Financial Corp. | New | 1.17% | +1.17 |
| UGP Ultrapar Particpac-Spon ADR | Add +42.5% | 1.96% | +1.15 |
| TBLA Taboola.com Ltd. | New | 1.10% | +1.10 |
| JBLU Jetblue Airways Corp. | New | 1.09% | +1.09 |
| GRNT Granite Ridge Resources Inc. | New | 1.07% | +1.07 |
| QTRX Quanterix Corp. | New | 1.06% | +1.06 |
| TASK Taskus Inc. Class A | New | 0.98% | +0.98 |
| VRRM Verra Mobility Corp. | New | 0.84% | +0.84 |
| GRAB Grab Holdings Ltd. Class A | New | 0.79% | +0.79 |
| FLWS 1-800-Flowers.com Inc. Class A | New | 0.70% | +0.70 |
| OPEN Opendoor Technologies Inc. | Add +8.3% | 1.40% | +0.70 |
| STLA Stellantis NV | Add +17.0% | 1.27% | +0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $5.3M | PK, GDOT, GO, ADAM, CLF |
| Q1 2026Amended | 97 | $9.9M | HPQ, MLCO, FSM, HLF, SWBI |
| Q4 2025 | 667 | $197.5M | EXLS, DK, FVRR, ASAN, AVGO |
| Q3 2025 | 654 | $177.7M | W, EXLS, TIGR, ARRY, SFM |
| Q2 2025 | 267 | $69.6M | EXLS, META, CRUS, MNST, VEEV |
| Q1 2025 | 259 | $72.1M | EXLS, ADSK, QCOM, NVGS, GSL |
| Q4 2024 | 380 | $118.3M | EXLS, VZ, CSGS, CXW, NFLX |