PharVision Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), PharVision Advisers, LLC reported 267 stock positions worth $69.6 million. Its top holding was Exlservice (EXLS) at 1.1% of the portfolio, followed by Meta Platforms Class A (META, 0.9%) and Cirrus Logic (CRUS, 0.8%). Compared with Q1 2025, it opened 196 new positions, sold out of 188, added to 39 and reduced 31. The biggest buy was a new position in Monster Beverage (MNST) and the biggest sale an exit from Navigator (NVGS).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001898824
- Portfolio Value
- $69.6M (Q2 2025)
- SEC Filing
- 0001420506-25-001926 ↗ filed Aug 13, 2025
Holdings Value
Holdings 267 stocks · $69.6M
| EXLS Exlservice Holdings Inc. | 1.11% | 17,724 | $776K | No change |
| META Meta Platforms Inc. Class A | 0.89% | 844 | $623K | Add +108.9% |
| CRUS Cirrus Logic Inc. | 0.81% | 5,399 | $563K | Add +27.4% |
| MNST Monster Beverage Corp. | 0.76% | 8,394 | $526K | New |
| VEEV Veeva Systems Inc. Class A | 0.75% | 1,805 | $520K | Add +103.7% |
| CLX Clorox Company | 0.73% | 4,249 | $510K | New |
| OKTA Okta Inc. | 0.70% | 4,879 | $488K | Add +94.4% |
| NDSN Nordson Corp. | 0.69% | 2,241 | $480K | New |
| ORCL Oracle Corp. | 0.67% | 2,147 | $469K | New |
| GOOD Gladstone Commercial Corp. | 0.65% | 31,458 | $451K | Add +68.8% |
| EXR Extra Space Storage Inc. | 0.63% | 2,977 | $439K | Add +15.2% |
| EQIX Equinix Inc. | 0.63% | 549 | $437K | New |
| WU Western Union Co. | 0.63% | 51,690 | $435K | New |
| PANW Palo Alto Networks Inc. | 0.62% | 2,114 | $433K | New |
| WDAY Workday Inc. Class A | 0.61% | 1,783 | $428K | New |
| POR Portland General Electric Co. | 0.61% | 10,513 | $427K | Add +131.1% |
| ADSK Autodesk Inc. | 0.61% | 1,377 | $426K | Reduce -42.5% |
| BFAM Bright Horizons Family Solut | 0.61% | 3,432 | $424K | New |
| QCOM Qualcomm Inc. | 0.60% | 2,639 | $420K | Reduce -35.0% |
| RKT Rocket Cos Inc. Class A | 0.60% | 29,317 | $416K | New |
| ADC Agree Realty Corp. | 0.59% | 5,654 | $413K | New |
| INTU Intuit Inc. | 0.59% | 524 | $413K | New |
| ADI Analog Devices Inc. | 0.59% | 1,725 | $411K | Add +4.5% |
| NSA National Storage Affiliates | 0.59% | 12,807 | $410K | New |
| CXM Sprinklr Inc. Class A | 0.59% | 48,291 | $409K | Add +112.2% |
| URBN Urban Outfitters Inc. | 0.58% | 5,592 | $406K | Add +29.8% |
| SPG Simon Property Group Inc. | 0.58% | 2,507 | $403K | Add +57.9% |
| AVA Avista Corp. | 0.57% | 10,534 | $400K | New |
| CSCO Cisco Systems Inc. | 0.57% | 5,733 | $398K | Reduce -35.3% |
| DTE DTE Energy Company | 0.56% | 2,928 | $388K | New |
| RGLD Royal Gold Inc. | 0.55% | 2,135 | $380K | New |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.54% | 35,877 | $379K | Add +41.0% |
| CPA Copa Holdings SA Class A | 0.54% | 3,427 | $377K | New |
| PSTL Postal Realty Trust Inc. Class A | 0.54% | 25,381 | $374K | Reduce -31.8% |
| TRIN Trinity Capital Inc. | 0.54% | 26,488 | $373K | Add +89.7% |
| FERG Ferguson Enterprises Inc. | 0.53% | 1,699 | $370K | New |
| SAIC Science Applications Inte | 0.52% | 3,200 | $360K | New |
| KMX Carmax Inc. | 0.51% | 5,303 | $356K | New |
| CROX Crocs Inc. | 0.51% | 3,514 | $356K | New |
| CRM Salesforce Inc. | 0.51% | 1,305 | $356K | New |
| MU Micron Technology Inc. | 0.51% | 2,885 | $356K | New |
| JCI Johnson Controls Internation | 0.51% | 3,340 | $353K | Reduce -53.7% |
| DOLE Dole PLC | 0.51% | 25,215 | $353K | Add +49.6% |
| SON Sonoco Products Co. | 0.51% | 8,094 | $353K | Add +69.6% |
| GTX Garrett Motion Inc. | 0.51% | 33,491 | $352K | New |
| CNK Cinemark Holdings Inc. | 0.50% | 11,552 | $349K | New |
| RRX Regal Rexnord Corp. | 0.50% | 2,404 | $348K | New |
| USFD US Foods Holding Corp. | 0.50% | 4,519 | $348K | New |
| EPRT Essential Properties Realty | 0.50% | 10,860 | $347K | New |
| EHC Encompass Health Corp. | 0.49% | 2,810 | $345K | New |
| TSN Tyson Foods Inc. Class A | 0.49% | 6,152 | $344K | Add +4.5% |
| SKYW Skywest Inc. | 0.49% | 3,340 | $344K | Add +10.7% |
| ALSN Allison Transmission Holding | 0.49% | 3,615 | $343K | New |
| SSB Southstate Bank Corp. | 0.49% | 3,726 | $343K | New |
| INVH Invitation Homes Inc. | 0.49% | 10,444 | $343K | New |
| BOX Box Inc. Class A | 0.49% | 10,005 | $342K | New |
| BNL Broadstone Net Lease Inc. | 0.49% | 21,165 | $340K | New |
| CINF Cincinnati Financial Corp. | 0.49% | 2,273 | $338K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 2,719 | $337K | New |
| PNW Pinnacle West Capital | 0.48% | 3,725 | $333K | New |
| ORC Orchid Island Capital Inc. | 0.48% | 47,495 | $333K | Add +127.8% |
| ZTS Zoetis Inc. | 0.47% | 2,099 | $327K | New |
| LPG Dorian LPG Ltd. | 0.47% | 13,426 | $327K | New |
| EPAM Epam Systems Inc. | 0.47% | 1,847 | $327K | New |
| NOMD Nomad Foods Ltd. | 0.47% | 19,092 | $324K | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 1,254 | $323K | New |
| ONB Old National Bancorp | 0.46% | 15,008 | $320K | New |
| LOPE Grand Canyon Education Inc. | 0.46% | 1,693 | $320K | Add +20.8% |
| CXW Corecivic Inc. | 0.46% | 15,178 | $320K | New |
| SARO Standardaero Inc. | 0.46% | 10,083 | $319K | New |
| WWD Woodward Inc. | 0.46% | 1,301 | $319K | New |
| DELL Dell Technologies -C | 0.45% | 2,578 | $316K | New |
| ESTC Elastic NV | 0.45% | 3,737 | $315K | Add +60.3% |
| CIM Chimera Investment Corp. | 0.44% | 22,298 | $309K | New |
| GRND Grindr Inc. | 0.44% | 13,609 | $309K | New |
| STE Steris PLC | 0.44% | 1,283 | $308K | New |
| GNW Genworth Financial Inc. | 0.44% | 39,500 | $307K | New |
| MLI Mueller Industries Inc. | 0.44% | 3,850 | $306K | New |
| UDMY Udemy Inc. | 0.44% | 43,213 | $304K | Add +204.4% |
| BKNG Booking Holdings Inc. | 0.43% | 52 | $301K | New |
| COST Costco Wholesale Corp. | 0.43% | 303 | $300K | New |
| HON Honeywell International Inc. | 0.43% | 1,288 | $300K | New |
| HUBS HubSpot Inc. | 0.43% | 535 | $298K | New |
| TOST Toast Inc. Class A | 0.42% | 6,662 | $295K | New |
| XP XP Inc. Class A | 0.42% | 14,437 | $292K | New |
| WST West Pharmaceutical Services | 0.42% | 1,332 | $291K | New |
| GEF Greif Inc. Class A | 0.42% | 4,482 | $291K | New |
| AN Autonation Inc. | 0.42% | 1,462 | $290K | New |
| FTI Technipfmc PLC | 0.41% | 8,369 | $288K | Reduce -4.1% |
| WSM Williams-Sonoma Inc. | 0.41% | 1,749 | $286K | New |
| CAH Cardinal Health Inc. | 0.41% | 1,694 | $285K | New |
| DCI Donaldson Co. Inc. | 0.41% | 4,100 | $284K | New |
| WOR Worthington Enterprises Inc. | 0.40% | 4,412 | $281K | New |
| VZ Verizon Communications Inc. | 0.40% | 6,484 | $281K | Add +15.7% |
| XRAY Dentsply Sirona Inc. | 0.40% | 17,652 | $280K | New |
| PRMB Primo Brands Corp. | 0.40% | 9,422 | $279K | New |
| ROK Rockwell Automation Inc. | 0.40% | 838 | $278K | New |
| SEE Sealed Air Corp. | 0.40% | 8,928 | $277K | Add +22.2% |
| CARG Cargurus Inc. | 0.40% | 8,214 | $275K | New |
| VRRM Verra Mobility Corp. | 0.39% | 10,820 | $275K | Reduce -14.3% |
Portfolio Sells Q1 2025 → Q2 2025
| NVGS Navigator Holdings Ltd. | Sold out | 0.00% | −0.84 |
| FR First Industrial Realty TR | Sold out | 0.00% | −0.80 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.78 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.78 |
| WSR Whitestone REIT | Sold out | 0.00% | −0.74 |
| VBTX Veritex Holdings Inc. | Sold out | 0.00% | −0.70 |
| GLW Corning Inc. | Sold out | 0.00% | −0.69 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.67 |
| ESI Element Solutions Inc. | Sold out | 0.00% | −0.65 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.64 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.63 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.61 |
| CUBE Cubesmart | Sold out | 0.00% | −0.61 |
| ESRT Empire State Realty Trust-A | Sold out | 0.00% | −0.60 |
| HWC Hancock Whitney Corp. | Sold out | 0.00% | −0.59 |
| RYN Rayonier Inc. | Sold out | 0.00% | −0.59 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.58 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.57 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.56 |
| NTB Bank of N.T. Butterfield&son | Sold out | 0.00% | −0.56 |
| WBS Webster Financial Corp. | Sold out | 0.00% | −0.56 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.55 |
| OCFC Oceanfirst Financial Corp. | Sold out | 0.00% | −0.54 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.54 |
| ETD Ethan Allen Interiors Inc. | Sold out | 0.00% | −0.54 |
| CW Curtiss-Wright Corp. | Sold out | 0.00% | −0.54 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.54 |
| FFBC First Financial Bancorp | Sold out | 0.00% | −0.53 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.53 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.52 |
| KBR KBR Inc. | Sold out | 0.00% | −0.52 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.52 |
| BKU Bankunited Inc. | Sold out | 0.00% | −0.52 |
| ENS Enersys | Sold out | 0.00% | −0.52 |
| AX Axos Financial Inc. | Sold out | 0.00% | −0.52 |
| ENR Energizer Holdings Inc. | Sold out | 0.00% | −0.52 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.52 |
| SCSC Scansource Inc. | Sold out | 0.00% | −0.51 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.51 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.51 |
| ACEL Accel Entertainment Inc. | Sold out | 0.00% | −0.51 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.51 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.51 |
| GTY Getty Realty Corp. | Sold out | 0.00% | −0.50 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.50 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.50 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.50 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.50 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.50 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.48 |
Portfolio Buys Q1 2025 → Q2 2025
| MNST Monster Beverage Corp. | New | 0.76% | +0.76 |
| CLX Clorox Company | New | 0.73% | +0.73 |
| NDSN Nordson Corp. | New | 0.69% | +0.69 |
| ORCL Oracle Corp. | New | 0.67% | +0.67 |
| EQIX Equinix Inc. | New | 0.63% | +0.63 |
| WU Western Union Co. | New | 0.63% | +0.63 |
| PANW Palo Alto Networks Inc. | New | 0.62% | +0.62 |
| WDAY Workday Inc. Class A | New | 0.61% | +0.61 |
| BFAM Bright Horizons Family Solut | New | 0.61% | +0.61 |
| RKT Rocket Cos Inc. Class A | New | 0.60% | +0.60 |
| ADC Agree Realty Corp. | New | 0.59% | +0.59 |
| INTU Intuit Inc. | New | 0.59% | +0.59 |
| NSA National Storage Affiliates | New | 0.59% | +0.59 |
| AVA Avista Corp. | New | 0.57% | +0.57 |
| META Meta Platforms Inc. Class A | Add +108.9% | 0.89% | +0.57 |
| DTE DTE Energy Company | New | 0.56% | +0.56 |
| RGLD Royal Gold Inc. | New | 0.55% | +0.55 |
| CPA Copa Holdings SA Class A | New | 0.54% | +0.54 |
| FERG Ferguson Enterprises Inc. | New | 0.53% | +0.53 |
| SAIC Science Applications Inte | New | 0.52% | +0.52 |
| KMX Carmax Inc. | New | 0.51% | +0.51 |
| CROX Crocs Inc. | New | 0.51% | +0.51 |
| CRM Salesforce Inc. | New | 0.51% | +0.51 |
| MU Micron Technology Inc. | New | 0.51% | +0.51 |
| GTX Garrett Motion Inc. | New | 0.51% | +0.51 |
| CNK Cinemark Holdings Inc. | New | 0.50% | +0.50 |
| RRX Regal Rexnord Corp. | New | 0.50% | +0.50 |
| USFD US Foods Holding Corp. | New | 0.50% | +0.50 |
| EPRT Essential Properties Realty | New | 0.50% | +0.50 |
| EHC Encompass Health Corp. | New | 0.49% | +0.49 |
| ALSN Allison Transmission Holding | New | 0.49% | +0.49 |
| SSB Southstate Bank Corp. | New | 0.49% | +0.49 |
| INVH Invitation Homes Inc. | New | 0.49% | +0.49 |
| BOX Box Inc. Class A | New | 0.49% | +0.49 |
| BNL Broadstone Net Lease Inc. | New | 0.49% | +0.49 |
| CINF Cincinnati Financial Corp. | New | 0.49% | +0.49 |
| DIS The Walt Disney Co. | New | 0.48% | +0.48 |
| PNW Pinnacle West Capital | New | 0.48% | +0.48 |
| ZTS Zoetis Inc. | New | 0.47% | +0.47 |
| LPG Dorian LPG Ltd. | New | 0.47% | +0.47 |
| EPAM Epam Systems Inc. | New | 0.47% | +0.47 |
| GE General Electric | New | 0.46% | +0.46 |
| VEEV Veeva Systems Inc. Class A | Add +103.7% | 0.75% | +0.46 |
| ONB Old National Bancorp | New | 0.46% | +0.46 |
| CXW Corecivic Inc. | New | 0.46% | +0.46 |
| SARO Standardaero Inc. | New | 0.46% | +0.46 |
| WWD Woodward Inc. | New | 0.46% | +0.46 |
| DELL Dell Technologies -C | New | 0.45% | +0.45 |
| CIM Chimera Investment Corp. | New | 0.44% | +0.44 |
| GRND Grindr Inc. | New | 0.44% | +0.44 |
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 |