PharVision Advisers, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), PharVision Advisers, LLC reported 259 stock positions worth $72.1 million. Its top holding was Exlservice (EXLS) at 1.2% of the portfolio, followed by Autodesk (ADSK, 0.9%) and Qualcomm (QCOM, 0.9%). Compared with Q4 2024, it opened 165 new positions, sold out of 286, added to 47 and reduced 47. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale an exit from CSG Systems Intl (CSGS).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001898824
- Portfolio Value
- $72.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001232 ↗ filed May 15, 2025
Holdings Value
Holdings 259 stocks · $72.1M
| EXLS Exlservice Holdings Inc. | 1.16% | 17,724 | $837K | Reduce -16.0% |
| ADSK Autodesk Inc. | 0.87% | 2,396 | $627K | Add +147.5% |
| QCOM Qualcomm Inc. | 0.87% | 4,062 | $624K | New |
| NVGS Navigator Holdings Ltd. | 0.84% | 45,751 | $609K | New |
| GSL Global Ship Lease Inc. Class A | 0.82% | 25,843 | $591K | New |
| JCI Johnson Controls Internation | 0.80% | 7,214 | $578K | Add +104.0% |
| FR First Industrial Realty TR | 0.80% | 10,684 | $577K | Add +103.3% |
| FNF Fidelity National Financial | 0.78% | 8,675 | $565K | New |
| PKG Packaging Corp. of America | 0.78% | 2,850 | $564K | Add +107.1% |
| CSCO Cisco Systems Inc. | 0.76% | 8,865 | $547K | Add +61.7% |
| WSR Whitestone REIT | 0.74% | 36,471 | $531K | Add +156.1% |
| PSTL Postal Realty Trust Inc. Class A | 0.74% | 37,207 | $531K | New |
| RITM Rithm Capital Corp. | 0.72% | 45,505 | $521K | Add +288.6% |
| SLGN Silgan Holdings Inc. | 0.71% | 10,024 | $512K | Add +33.0% |
| VBTX Veritex Holdings Inc. | 0.70% | 20,340 | $508K | New |
| GLW Corning Inc. | 0.69% | 10,793 | $494K | Add +48.0% |
| DT Dynatrace Inc. | 0.67% | 10,267 | $484K | New |
| ESI Element Solutions Inc. | 0.65% | 20,666 | $467K | Add +14.6% |
| EMN Eastman Chemical Co. | 0.64% | 5,242 | $462K | New |
| PNC PNC Financial Services Group | 0.63% | 2,596 | $456K | New |
| EIX Edison International | 0.63% | 7,675 | $452K | New |
| KNX Knight-Swift Transportation | 0.61% | 10,187 | $443K | New |
| CUBE Cubesmart | 0.61% | 10,233 | $437K | Add +67.9% |
| ESRT Empire State Realty Trust-A | 0.60% | 55,526 | $434K | New |
| HWC Hancock Whitney Corp. | 0.59% | 8,082 | $424K | New |
| CRUS Cirrus Logic Inc. | 0.59% | 4,239 | $422K | New |
| RYN Rayonier Inc. | 0.59% | 15,138 | $422K | Reduce -20.0% |
| AWI Armstrong World Industries | 0.58% | 2,992 | $422K | Add +89.3% |
| ZM Zoom Communications Inc. | 0.57% | 5,605 | $413K | New |
| BRBR Bellring Brands Inc. | 0.57% | 5,474 | $408K | New |
| ENSG The Ensign Group Inc. | 0.56% | 3,148 | $407K | Reduce -14.6% |
| NTB Bank of N.T. Butterfield&son | 0.56% | 10,456 | $407K | Reduce -19.6% |
| WBS Webster Financial Corp. | 0.56% | 7,787 | $401K | New |
| CCK Crown Holdings Inc. | 0.55% | 4,440 | $396K | New |
| SXC Suncoke Energy Inc. | 0.55% | 42,780 | $394K | Reduce -13.6% |
| OCFC Oceanfirst Financial Corp. | 0.54% | 23,023 | $392K | Add +117.4% |
| FLS Flowserve Corp. | 0.54% | 8,015 | $391K | Add +122.8% |
| ETD Ethan Allen Interiors Inc. | 0.54% | 14,093 | $390K | Add +27.8% |
| CW Curtiss-Wright Corp. | 0.54% | 1,230 | $390K | New |
| OPCH Option Care Health Inc. | 0.54% | 11,090 | $388K | Add +2.6% |
| BSX Boston Scientific Corp. | 0.53% | 3,809 | $384K | New |
| EXR Extra Space Storage Inc. | 0.53% | 2,585 | $384K | New |
| NDAQ Nasdaq Inc. | 0.53% | 5,048 | $383K | New |
| FFBC First Financial Bancorp | 0.53% | 15,277 | $382K | Add +46.8% |
| ACN Accenture PLC Class A | 0.53% | 1,221 | $381K | New |
| ZBRA Zebra Technologies Corp. Class A | 0.52% | 1,338 | $378K | New |
| NOMD Nomad Foods Ltd. | 0.52% | 19,231 | $378K | Reduce -47.5% |
| KBR KBR Inc. | 0.52% | 7,581 | $378K | Add +42.6% |
| LVS Las Vegas Sands Corp. | 0.52% | 9,765 | $377K | New |
| TSN Tyson Foods Inc. Class A | 0.52% | 5,890 | $376K | New |
| BKU Bankunited Inc. | 0.52% | 10,912 | $376K | New |
| ENS Enersys | 0.52% | 4,103 | $376K | New |
| AX Axos Financial Inc. | 0.52% | 5,812 | $375K | New |
| ENR Energizer Holdings Inc. | 0.52% | 12,492 | $374K | Reduce -17.3% |
| LDOS Leidos Holdings Inc. | 0.52% | 2,759 | $372K | New |
| SCSC Scansource Inc. | 0.51% | 10,904 | $371K | New |
| RGA Reinsurance Group of America | 0.51% | 1,880 | $370K | New |
| ELV Elevance Health Inc. | 0.51% | 849 | $369K | New |
| ACEL Accel Entertainment Inc. | 0.51% | 37,037 | $367K | Add +109.8% |
| PINS Pinterest Inc. Class A | 0.51% | 11,833 | $367K | Add +8.5% |
| EFSC Enterprise Financial Service | 0.51% | 6,819 | $366K | New |
| JHG Janus Henderson Group PLC | 0.51% | 10,123 | $366K | New |
| GTY Getty Realty Corp. | 0.50% | 11,647 | $363K | Reduce -2.0% |
| RNG Ringcentral Inc. Class A | 0.50% | 14,623 | $362K | Add +108.3% |
| ELS Equity Lifestyle Properties | 0.50% | 5,427 | $362K | Add +44.2% |
| SCHW Schwab (charles) Corp. | 0.50% | 4,621 | $362K | Reduce -6.7% |
| AVY Avery Dennison Corp. | 0.50% | 2,020 | $359K | Reduce -4.8% |
| FLEX Flex Ltd. | 0.50% | 10,835 | $358K | New |
| EZPW Ezcorp Inc. Class A | 0.49% | 24,003 | $353K | New |
| CTSH Cognizant Tech Solutions-A | 0.48% | 4,492 | $344K | New |
| ZION Zions Bancorp NA | 0.47% | 6,864 | $342K | New |
| MDU Mdu Resources Group Inc. | 0.47% | 20,083 | $340K | New |
| OFG Ofg Bancorp | 0.47% | 8,379 | $335K | New |
| HTLD Heartland Express Inc. | 0.46% | 36,339 | $335K | New |
| MSI Motorola Solutions Inc. | 0.46% | 761 | $333K | New |
| ADI Analog Devices Inc. | 0.46% | 1,651 | $333K | New |
| NYT New York Times Co. Class A | 0.46% | 6,701 | $332K | Add +19.4% |
| VIAV Viavi Solutions Inc. | 0.46% | 29,702 | $332K | New |
| TT Trane Technologies PLC | 0.46% | 979 | $330K | Reduce -15.9% |
| FIX Comfort Systems USA Inc. | 0.45% | 1,017 | $328K | Add +29.4% |
| UBER Uber Technologies Inc. | 0.45% | 4,461 | $325K | Add +20.5% |
| KFY Korn Ferry | 0.45% | 4,771 | $324K | New |
| UHS Universal Health Services-B | 0.45% | 1,709 | $321K | Add +8.7% |
| SMG Scotts Miracle-Gro Co. | 0.44% | 5,760 | $316K | New |
| BCSF Bain Capital Specialty Finan | 0.44% | 18,929 | $314K | New |
| KEYS Keysight Technologies Inc. | 0.43% | 2,091 | $313K | New |
| SKT Tanger Inc. | 0.43% | 9,238 | $312K | New |
| AYI Acuity Inc. | 0.43% | 1,168 | $308K | New |
| ENVA Enova International Inc. | 0.42% | 3,172 | $306K | New |
| MELI MercadoLibre Inc. | 0.42% | 157 | $306K | New |
| PLD Prologis Inc. | 0.42% | 2,728 | $305K | New |
| OSBC Old Second Bancorp Inc. | 0.42% | 18,234 | $303K | Add +82.2% |
| ITRI Itron Inc. | 0.42% | 2,859 | $300K | New |
| AMCR Amcor PLC | 0.42% | 30,853 | $299K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.41% | 9,080 | $296K | New |
| EMR Emerson Electric Co. | 0.41% | 2,688 | $295K | New |
| ATI Ati Inc. | 0.40% | 5,563 | $289K | New |
| HUBB Hubbell Inc. | 0.40% | 874 | $289K | New |
| MTX Minerals Technologies Inc. | 0.40% | 4,498 | $286K | Add +45.0% |
| VRRM Verra Mobility Corp. | 0.39% | 12,632 | $284K | New |
Portfolio Sells Q4 2024 → Q1 2025
| CSGS CSG Systems Intl Inc. | Sold out | 0.00% | −0.75 |
| CXW Corecivic Inc. | Sold out | 0.00% | −0.74 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.74 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.72 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.70 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.69 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.63 |
| GOGO Gogo Inc. | Sold out | 0.00% | −0.63 |
| QUAD Quad Graphics Inc. | Sold out | 0.00% | −0.62 |
| HLF Herbalife Ltd. | Sold out | 0.00% | −0.61 |
| AEP American Electric Power | Sold out | 0.00% | −0.59 |
| MODVQ Modivcare Inc. | Sold out | 0.00% | −0.59 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.58 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.58 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.57 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.57 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.53 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.52 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.48 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.48 |
| NUS Nu Skin Enterprises Inc. Class A | Sold out | 0.00% | −0.47 |
| GRSD Grandstand Ltd. | Sold out | 0.00% | −0.46 |
| ASTS Ast Spacemobile Inc. | Sold out | 0.00% | −0.46 |
| PRO Pros Holdings Inc. | Sold out | 0.00% | −0.46 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.46 |
| INMD Inmode Ltd. | Sold out | 0.00% | −0.45 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.45 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.44 |
| OGE Oge Energy Corp. | Sold out | 0.00% | −0.42 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.42 |
| IRDM Iridium Communications Inc. | Reduce -72.5% | 0.31% | −0.42 |
| MNRO Monro Inc. | Sold out | 0.00% | −0.42 |
| META Meta Platforms Inc. Class A | Reduce -72.9% | 0.32% | −0.41 |
| SNCY Sun Country Airlines Holding | Sold out | 0.00% | −0.41 |
| XP XP Inc. Class A | Sold out | 0.00% | −0.41 |
| MAN Manpowergroup Inc. | Sold out | 0.00% | −0.40 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.40 |
| VZ Verizon Communications Inc. | Reduce -74.8% | 0.35% | −0.40 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.40 |
| GE General Electric | Sold out | 0.00% | −0.39 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.39 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −0.39 |
| TRTX TPG Re Finance Trust Inc. | Sold out | 0.00% | −0.39 |
| COR Cencora Inc. | Sold out | 0.00% | −0.38 |
| ECVT Ecovyst Inc. | Sold out | 0.00% | −0.38 |
| TENB Tenable Holdings Inc. | Sold out | 0.00% | −0.37 |
| VST Vistra Corp. | Sold out | 0.00% | −0.37 |
| ACCO Acco Brands Corp. | Sold out | 0.00% | −0.37 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.37 |
| CRH CRH PLC | Sold out | 0.00% | −0.37 |
Portfolio Buys Q4 2024 → Q1 2025
| QCOM Qualcomm Inc. | New | 0.87% | +0.87 |
| NVGS Navigator Holdings Ltd. | New | 0.84% | +0.84 |
| GSL Global Ship Lease Inc. Class A | New | 0.82% | +0.82 |
| FNF Fidelity National Financial | New | 0.78% | +0.78 |
| PSTL Postal Realty Trust Inc. Class A | New | 0.74% | +0.74 |
| VBTX Veritex Holdings Inc. | New | 0.70% | +0.70 |
| DT Dynatrace Inc. | New | 0.67% | +0.67 |
| EMN Eastman Chemical Co. | New | 0.64% | +0.64 |
| PNC PNC Financial Services Group | New | 0.63% | +0.63 |
| ADSK Autodesk Inc. | Add +147.5% | 0.87% | +0.63 |
| EIX Edison International | New | 0.63% | +0.63 |
| RITM Rithm Capital Corp. | Add +288.6% | 0.72% | +0.62 |
| KNX Knight-Swift Transportation | New | 0.61% | +0.61 |
| ESRT Empire State Realty Trust-A | New | 0.60% | +0.60 |
| HWC Hancock Whitney Corp. | New | 0.59% | +0.59 |
| CRUS Cirrus Logic Inc. | New | 0.59% | +0.59 |
| FR First Industrial Realty TR | Add +103.3% | 0.80% | +0.58 |
| ZM Zoom Communications Inc. | New | 0.57% | +0.57 |
| WSR Whitestone REIT | Add +156.1% | 0.74% | +0.57 |
| JCI Johnson Controls Internation | Add +104.0% | 0.80% | +0.57 |
| BRBR Bellring Brands Inc. | New | 0.57% | +0.57 |
| WBS Webster Financial Corp. | New | 0.56% | +0.56 |
| CCK Crown Holdings Inc. | New | 0.55% | +0.55 |
| CW Curtiss-Wright Corp. | New | 0.54% | +0.54 |
| BSX Boston Scientific Corp. | New | 0.53% | +0.53 |
| EXR Extra Space Storage Inc. | New | 0.53% | +0.53 |
| NDAQ Nasdaq Inc. | New | 0.53% | +0.53 |
| ACN Accenture PLC Class A | New | 0.53% | +0.53 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.52% | +0.52 |
| LVS Las Vegas Sands Corp. | New | 0.52% | +0.52 |
| BKU Bankunited Inc. | New | 0.52% | +0.52 |
| TSN Tyson Foods Inc. Class A | New | 0.52% | +0.52 |
| ENS Enersys | New | 0.52% | +0.52 |
| PKG Packaging Corp. of America | Add +107.1% | 0.78% | +0.52 |
| AX Axos Financial Inc. | New | 0.52% | +0.52 |
| LDOS Leidos Holdings Inc. | New | 0.52% | +0.52 |
| SCSC Scansource Inc. | New | 0.51% | +0.51 |
| RGA Reinsurance Group of America | New | 0.51% | +0.51 |
| ELV Elevance Health Inc. | New | 0.51% | +0.51 |
| EFSC Enterprise Financial Service | New | 0.51% | +0.51 |
| JHG Janus Henderson Group PLC | New | 0.51% | +0.51 |
| FLEX Flex Ltd. | New | 0.50% | +0.50 |
| EZPW Ezcorp Inc. Class A | New | 0.49% | +0.49 |
| CSCO Cisco Systems Inc. | Add +61.7% | 0.76% | +0.48 |
| CTSH Cognizant Tech Solutions-A | New | 0.48% | +0.48 |
| ZION Zions Bancorp NA | New | 0.47% | +0.47 |
| MDU Mdu Resources Group Inc. | New | 0.47% | +0.47 |
| OFG Ofg Bancorp | New | 0.47% | +0.47 |
| HTLD Heartland Express Inc. | New | 0.46% | +0.46 |
| MSI Motorola Solutions Inc. | New | 0.46% | +0.46 |
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 |