PharVision Advisers, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), PharVision Advisers, LLC reported 380 stock positions worth $118.3 million. Its top holding was Exlservice (EXLS) at 0.8% of the portfolio, followed by Verizon Communications (VZ, 0.8%) and CSG Systems Intl (CSGS, 0.8%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001898824
Portfolio Value
$118.3M (Q4 2024)
SEC Filing
0001420506-25-000626 ↗ filed Feb 18, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $118.3M $118.3M Q4 2024 Q1 2025: $72.1M Q1 2025 Q2 2025: $69.6M Q2 2025 Q3 2025: $177.7M Q3 2025 Q4 2025: $197.5M Q4 2025 Q1 2026: $9.9M Q1 2026 Q2 2026: $5.3M Q2 2026

Holdings 380 stocks · $118.3M

EXLS Exlservice Holdings Inc. 0.79% 21,104 $937K —
VZ Verizon Communications Inc. 0.75% 22,204 $888K —
CSGS CSG Systems Intl Inc. 0.75% 17,372 $888K —
CXW Corecivic Inc. 0.74% 40,426 $879K —
NFLX Netflix Inc. 0.74% 979 $873K —
IRDM Iridium Communications Inc. 0.74% 30,068 $873K —
META Meta Platforms Inc. Class A 0.74% 1,490 $872K —
TSLA Tesla Inc. 0.72% 2,110 $852K —
BAH Booz Allen Hamilton Holdings 0.70% 6,467 $832K —
AWK American Water Works Co. Inc. 0.69% 6,593 $821K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.63% 6,742 $751K —
GOGO Gogo Inc. 0.63% 92,199 $746K —
QUAD Quad Graphics Inc. 0.62% 104,974 $732K —
HLF Herbalife Ltd. 0.61% 107,691 $720K —
TNL Travel + Leisure Co. 0.60% 14,124 $713K —
AEP American Electric Power 0.59% 7,572 $698K —
MODVQ Modivcare Inc. 0.59% 58,456 $692K —
FE Firstenergy Corp. 0.58% 17,333 $690K —
SEM Select Medical Holdings Corp. 0.58% 36,328 $685K —
ISRG Intuitive Surgical Inc. 0.57% 1,296 $676K —
WM Waste Management Inc. 0.57% 3,338 $674K —
DTE DTE Energy Company 0.53% 5,208 $629K —
AVGO Broadcom Inc. 0.52% 2,669 $619K —
NOMD Nomad Foods Ltd. 0.52% 36,614 $614K —
EHC Encompass Health Corp. 0.48% 6,192 $572K —
AMN Amn Healthcare Services Inc. 0.48% 23,817 $570K —
LZ Legalzoomcom Inc. 0.48% 75,539 $567K —
NUS Nu Skin Enterprises Inc. Class A 0.47% 81,429 $561K —
GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED 0.46% 38,609 $544K —
ASTS Ast Spacemobile Inc. 0.46% 25,640 $541K —
PRO Pros Holdings Inc. 0.46% 24,573 $540K —
RSG Republic Services Inc. 0.46% 2,680 $539K —
AMCX AMC Global Media Inc. filed as AMC NETWORKS INC 0.46% 54,367 $538K —
INMD Inmode Ltd. 0.45% 32,019 $535K —
WEN The Wendy's Co. 0.45% 32,507 $530K —
SXC Suncoke Energy Inc. 0.45% 49,498 $530K —
ENR Energizer Holdings Inc. 0.45% 15,107 $527K —
SBH Sally Beauty Holdings Inc. 0.44% 50,066 $523K —
BYD Boyd Gaming Corp. 0.44% 7,190 $522K —
OGE Oge Energy Corp. 0.42% 12,179 $502K —
FOXA Fox Corp. Class A 0.42% 10,337 $502K —
MNRO Monro Inc. 0.42% 20,188 $501K —
RYN Rayonier Inc. 0.42% 18,922 $494K —
ENSG The Ensign Group Inc. 0.41% 3,688 $490K —
SNCY Sun Country Airlines Holding filed as SUN CTRY AIRLS HLDGS INC 0.41% 33,432 $487K —
XP XP Inc. Class A 0.41% 41,042 $486K —
MAN Manpowergroup Inc. 0.40% 8,237 $475K —
NTB Bank of N.T. Butterfield&son 0.40% 12,999 $475K —
NEE Nextera Energy Inc. 0.40% 6,591 $473K —
VEEV Veeva Systems Inc. Class A 0.40% 2,247 $472K —
LEG Leggett & Platt Inc. 0.40% 48,672 $467K —
GE General Electric filed as GE AEROSPACE 0.39% 2,799 $467K —
CNXC Concentrix Corp. 0.39% 10,752 $465K —
USFD US Foods Holding Corp. 0.39% 6,875 $464K —
TRTX TPG Re Finance Trust Inc. 0.39% 54,131 $460K —
ESI Element Solutions Inc. 0.39% 18,037 $459K —
WFC Wells Fargo & Co. 0.39% 6,495 $456K —
COR Cencora Inc. 0.38% 2,016 $453K —
HBI Hanesbrands Inc. 0.38% 55,630 $453K —
ECVT Ecovyst Inc. 0.38% 58,121 $444K —
TENB Tenable Holdings Inc. 0.37% 11,223 $442K —
VST Vistra Corp. 0.37% 3,202 $441K —
ACCO Acco Brands Corp. 0.37% 83,379 $438K —
EXC Exelon Corp. 0.37% 11,563 $435K —
AMZN Amazon.com Inc. 0.37% 1,973 $433K —
CRH CRH PLC 0.37% 4,667 $432K —
TT Trane Technologies PLC 0.36% 1,164 $430K —
BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 0.36% 24,189 $427K —
ROCK Gibraltar Industries Inc. 0.36% 7,185 $423K —
CNM Core & Main Inc. Class A 0.35% 8,185 $417K —
AWR American States Water Co. filed as AMER STATES WTR CO 0.35% 5,337 $415K —
SKYW Skywest Inc. 0.35% 4,133 $414K —
LADR Ladder Capital Corp.-REIT 0.34% 36,356 $407K —
IRBTQ Irobot Corp. 0.34% 52,272 $405K —
QNST Quinstreet Inc. 0.34% 17,555 $405K —
NTAP Netapp Inc. 0.34% 3,473 $403K —
TOST Toast Inc. Class A 0.34% 11,058 $403K —
EWCZ European Wax Center Inc. Class A 0.34% 60,390 $403K —
RSI Rush Street Interactive Inc. 0.34% 29,124 $400K —
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.34% 38,517 $399K —
FVRR Fiverr International Ltd. 0.34% 12,552 $398K —
AVY Avery Dennison Corp. 0.34% 2,122 $397K —
APO Apollo Global Management Inc. 0.33% 2,385 $394K —
XEL Xcel Energy Inc. 0.33% 5,820 $393K —
SRI Stoneridge Inc. 0.33% 62,573 $392K —
SLGN Silgan Holdings Inc. 0.33% 7,534 $392K —
SCS Steelcase Inc. Class A 0.33% 32,688 $386K —
SRE Sempra 0.33% 4,382 $384K —
NCMI National Cinemedia Inc. 0.32% 57,859 $384K —
WSBC Wesbanco Inc. 0.32% 11,530 $375K —
CHCT Community Healthcare Trust I 0.32% 19,510 $375K —
FRSH Freshworks Inc. Class A 0.31% 22,910 $370K —
BEPC Brookfield Renewable Corp. 0.31% 13,390 $370K —
DV Doubleverify Holdings Inc. 0.31% 19,270 $370K —
KLAC KLA Corp. 0.31% 584 $368K —
SCHW Schwab (charles) Corp. 0.31% 4,950 $366K —
ALAB Astera Labs Inc. 0.31% 2,758 $365K —
BBWI Bath & Body Works Inc. 0.31% 9,387 $364K —
MWA Mueller Water Products Inc. Class A 0.31% 16,073 $362K —
NWSA News Corp. Class A 0.31% 13,131 $362K —

Show all 380 holdings

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 62$5.3MPK, GDOT, GO, ADAM, CLF
Q1 2026Amended 97$9.9MHPQ, MLCO, FSM, HLF, SWBI
Q4 2025 667$197.5MEXLS, DK, FVRR, ASAN, AVGO
Q3 2025 654$177.7MW, EXLS, TIGR, ARRY, SFM
Q2 2025 267$69.6MEXLS, META, CRUS, MNST, VEEV
Q1 2025 259$72.1MEXLS, ADSK, QCOM, NVGS, GSL
Q4 2024 380$118.3MEXLS, VZ, CSGS, CXW, NFLX