PharVision Advisers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), PharVision Advisers, LLC reported 667 stock positions worth $197.5 million. Its top holding was Exlservice (EXLS) at 0.4% of the portfolio, followed by Delek US (DK, 0.4%) and Fiverr International (FVRR, 0.4%). Compared with Q3 2025, it opened 408 new positions, sold out of 396, added to 142 and reduced 117. The biggest buy was a new position in Delek US (DK) and the biggest sale an exit from Array Technologies (ARRY).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001898824
- Portfolio Value
- $197.5M (Q4 2025)
- SEC Filing
- 0001420506-26-000567 ↗ filed Feb 17, 2026
Holdings Value
Holdings 667 stocks · $197.5M
| EXLS Exlservice Holdings Inc. | 0.42% | 19,549 | $830K | Add +10.3% |
| DK Delek US Holdings Inc. | 0.37% | 24,407 | $724K | New |
| FVRR Fiverr International Ltd. | 0.36% | 35,626 | $704K | Add +106.1% |
| ASAN Asana Inc. Class A | 0.34% | 49,191 | $674K | Add +201.5% |
| AVGO Broadcom Inc. | 0.34% | 1,932 | $669K | New |
| ITRI Itron Inc. | 0.34% | 7,172 | $666K | Add +172.2% |
| EAT Brinker International Inc. | 0.33% | 4,520 | $649K | Add +24.9% |
| HLF Herbalife Ltd. | 0.33% | 49,915 | $643K | Reduce -12.9% |
| NVDA Nvidia Corp. | 0.32% | 3,385 | $631K | Add +51.8% |
| EVLV Evolv Technologies Holdings | 0.32% | 88,022 | $630K | Add +21.9% |
| LVS Las Vegas Sands Corp. | 0.32% | 9,682 | $630K | Add +43.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.32% | 22,362 | $629K | Add +47.6% |
| CENX Century Aluminum Company | 0.32% | 16,022 | $628K | Add +62.2% |
| A Agilent Technologies Inc. | 0.31% | 4,524 | $616K | New |
| MTN Vail Resorts Inc. | 0.30% | 4,497 | $597K | Add +180.9% |
| BSX Boston Scientific Corp. | 0.30% | 6,244 | $595K | Add +14.0% |
| WMG Warner Music Group Corp. Class A | 0.30% | 19,355 | $594K | New |
| WMT Walmart Inc. | 0.29% | 5,150 | $574K | Add +161.4% |
| RUN Sunrun Inc. | 0.29% | 31,102 | $572K | Add +57.9% |
| BTU Peabody Energy Corp. | 0.29% | 19,229 | $571K | New |
| GD General Dynamics Corp. | 0.29% | 1,680 | $566K | New |
| NIO Nio Inc. - ADR | 0.29% | 110,544 | $564K | Add +443.7% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.28% | 35,668 | $563K | New |
| AWI Armstrong World Industries | 0.27% | 2,833 | $541K | New |
| ECHO Echostar Corp. Class A | 0.27% | 4,970 | $540K | New |
| HTZ Hertz Global Hldgs Inc. | 0.27% | 104,972 | $540K | New |
| PL Planet Labs PBC | 0.27% | 27,048 | $533K | Reduce -4.7% |
| LITE Lumentum Holdings Inc. | 0.27% | 1,445 | $533K | New |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.27% | 20,455 | $532K | Reduce -43.5% |
| SYM Symbotic Inc. | 0.27% | 8,911 | $530K | New |
| COLD Americold Realty Trust Inc. | 0.27% | 40,714 | $524K | New |
| TLS Telos Corporation | 0.26% | 102,564 | $523K | New |
| PLAB Photronics Inc. | 0.26% | 16,280 | $521K | New |
| BRZE Braze Inc. Class A | 0.26% | 15,150 | $519K | Add +70.9% |
| SPHR Sphere Entertainment Co. | 0.26% | 5,438 | $517K | New |
| EXTR Extreme Networks Inc. | 0.26% | 31,012 | $516K | Add +114.7% |
| PGY Pagaya Technologies Ltd. Class A | 0.26% | 24,617 | $514K | New |
| WK Workiva Inc. | 0.26% | 5,892 | $508K | New |
| WPM Wheaton Precious Metals Corp. | 0.26% | 4,318 | $507K | New |
| HOLX Hologic Inc. | 0.26% | 6,803 | $507K | Add +108.4% |
| NRIM Northrim Bancorp Inc. | 0.25% | 18,884 | $503K | New |
| LYFT LYFT Inc. Class A | 0.25% | 25,934 | $502K | New |
| GCMG GCM Grosvenor Inc. Class A | 0.25% | 44,256 | $501K | Add +22.3% |
| CAH Cardinal Health Inc. | 0.25% | 2,367 | $486K | Add +57.9% |
| NBR Nabors Industries Ltd. | 0.25% | 8,948 | $486K | New |
| DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN | 0.25% | 75,794 | $486K | Add +45.6% |
| VRSN Verisign Inc. | 0.25% | 1,998 | $485K | Add +161.5% |
| PRG Prog Holdings Inc. | 0.24% | 16,380 | $483K | New |
| SYK Stryker Corp. | 0.24% | 1,369 | $481K | New |
| MLCO Melco Resorts & Entert-ADR | 0.24% | 62,676 | $474K | Add +41.5% |
| ORRF Orrstown Finl Services Inc. | 0.24% | 13,385 | $474K | Add +78.1% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.24% | 813 | $473K | Add +39.7% |
| SGHC Super Group SGHC Ltd. | 0.24% | 39,598 | $473K | Add +229.2% |
| OI O-I Glass Inc. | 0.24% | 31,871 | $470K | New |
| FN Fabrinet | 0.24% | 1,023 | $466K | New |
| GFF Griffon Corp. | 0.24% | 6,307 | $465K | New |
| LTM Latam Airlines Group SA-ADR | 0.23% | 8,589 | $464K | New |
| IMAX Imax Corp. | 0.23% | 12,510 | $462K | New |
| ABBV Abbvie Inc. | 0.23% | 2,019 | $461K | Add +88.3% |
| CSTM Constellium SE | 0.23% | 24,466 | $461K | Reduce -27.8% |
| SONO Sonos Inc. | 0.23% | 26,192 | $460K | Add +27.6% |
| COST Costco Wholesale Corp. | 0.23% | 533 | $460K | Add +34.6% |
| PBR Petroleo Brasileiro-Spon ADR | 0.23% | 38,680 | $458K | New |
| ATRO Astronics Corp. | 0.23% | 8,409 | $456K | New |
| OGS One Gas Inc. | 0.23% | 5,901 | $456K | New |
| ULCC Frontier Group Holdings Inc. | 0.23% | 96,681 | $455K | New |
| W Wayfair Inc. Class A | 0.23% | 4,524 | $454K | Reduce -54.0% |
| STX Seagate Technology Holdings | 0.23% | 1,648 | $454K | New |
| TAC Transalta Corp. | 0.23% | 35,899 | $454K | New |
| TAP Molson Coors Beverage Co. Class B | 0.23% | 9,699 | $453K | New |
| DBI Designer Brands Inc. Class A | 0.23% | 60,091 | $446K | Add +15.5% |
| UWMC Uwm Holdings Corp. | 0.23% | 101,932 | $446K | New |
| VVV Valvoline Inc. | 0.23% | 15,360 | $446K | New |
| PAYS Paysign Inc. | 0.23% | 86,588 | $446K | Add +66.6% |
| VLTO Veralto Corp. | 0.23% | 4,461 | $445K | New |
| NNN NNN REIT Inc. | 0.22% | 11,199 | $444K | New |
| KMB Kimberly-Clark Corp. | 0.22% | 4,389 | $443K | New |
| NVCR Novocure Ltd. | 0.22% | 34,227 | $443K | New |
| MAGN Magnera Corp. | 0.22% | 29,209 | $442K | New |
| MANU Manchester United PLC Class A | 0.22% | 27,774 | $442K | New |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.22% | 23,309 | $441K | Add +32.4% |
| TPC Tutor Perini Corp. | 0.22% | 6,585 | $441K | New |
| MAX Mediaalpha Inc. Class A | 0.22% | 34,034 | $441K | Add +39.0% |
| DOO BRP Inc./Ca- Sub Voting | 0.22% | 6,216 | $440K | Reduce -16.9% |
| MP MP Materials Corp. | 0.22% | 8,706 | $440K | Add +184.1% |
| POOL Pool Corp. | 0.22% | 1,914 | $438K | New |
| POET Poet Technologies Inc. | 0.22% | 69,072 | $437K | New |
| RBRK Rubrik Inc. Class A | 0.22% | 5,682 | $435K | Add +49.1% |
| SPOT Spotify Technology SA | 0.22% | 747 | $434K | New |
| DRS Leonardo DRS Inc. | 0.22% | 12,693 | $433K | New |
| BRX Brixmor Property Group Inc. | 0.22% | 16,411 | $430K | New |
| LAUR Laureate Education Inc. | 0.22% | 12,775 | $430K | New |
| TNDM Tandem Diabetes Care Inc. | 0.22% | 19,554 | $430K | Reduce -12.2% |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.22% | 38,047 | $429K | Add +90.6% |
| FIX Comfort Systems USA Inc. | 0.22% | 457 | $427K | Add +51.8% |
| DVA Davita Inc. | 0.22% | 3,744 | $425K | Add +140.5% |
| HPQ HP Inc. | 0.21% | 19,024 | $424K | New |
| MNDY Monday.com Ltd. | 0.21% | 2,871 | $424K | New |
| INFU Infusystem Holdings Inc. | 0.21% | 46,916 | $421K | New |
| SYY Sysco Corp. | 0.21% | 5,695 | $420K | New |
Portfolio Sells Q3 2025 → Q4 2025
| ARRY Array Technologies Inc. | Sold out | 0.00% | −0.41 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.36 |
| ZVRA Zevra Therapeutics Inc. | Sold out | 0.00% | −0.36 |
| BOW Bowhead Specialty Holdings I | Sold out | 0.00% | −0.34 |
| RIGL Rigel Pharmaceuticals Inc. | Sold out | 0.00% | −0.33 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.32 |
| IIIN Insteel Industries Inc. | Sold out | 0.00% | −0.31 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.29 |
| TIGR Up Fintech Holding Ltd. - ADR | Reduce -63.3% | 0.12% | −0.29 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.28 |
| OZK Bank Ozk | Sold out | 0.00% | −0.27 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.27 |
| PARR Par Pacific Holdings Inc. | Sold out | 0.00% | −0.26 |
| W Wayfair Inc. Class A | Reduce -54.0% | 0.23% | −0.26 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.25 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.25 |
| UL Unilever PLC | Sold out | 0.00% | −0.25 |
| SNDR Schneider National Inc. Class B | Sold out | 0.00% | −0.25 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.24 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.24 |
| ENTA Enanta Pharmaceuticals Inc. | Sold out | 0.00% | −0.24 |
| SFM Sprouts Farmers Market Inc. | Reduce -37.7% | 0.17% | −0.24 |
| OMC Omnicom Group | Sold out | 0.00% | −0.24 |
| APAM Artisan Partners Asset Ma -A | Sold out | 0.00% | −0.24 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.24 |
| NBHC National Bank Hold Class A | Sold out | 0.00% | −0.24 |
| BYRN Byrna Technologies Inc. | Sold out | 0.00% | −0.24 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.24 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.23 |
| FC Franklin Covey Co. | Sold out | 0.00% | −0.23 |
| BATRA Atlanta Braves Holdings in-A | Sold out | 0.00% | −0.23 |
| EEFT Euronet Worldwide Inc. | Reduce -60.2% | 0.10% | −0.23 |
| LUNR Intuitive Machines Inc. | Sold out | 0.00% | −0.23 |
| BMBL Bumble Inc. Class A | Reduce -79.9% | 0.03% | −0.23 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.22 |
| VREX Varex Imaging Corp. | Sold out | 0.00% | −0.22 |
| SMBC Southern Missouri Bancorp | Sold out | 0.00% | −0.22 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.22 |
| KRT Karat Packaging Inc. | Sold out | 0.00% | −0.22 |
| GRBK Green Brick Partners Inc. | Sold out | 0.00% | −0.22 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.22 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.22 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.22 |
| CNK Cinemark Holdings Inc. | Sold out | 0.00% | −0.22 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.22 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.21 |
| HUYA Huya Inc.-ADR | Sold out | 0.00% | −0.21 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.21 |
| TCBI Texas Capital Bancshares Inc. | Sold out | 0.00% | −0.21 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.21 |
Portfolio Buys Q3 2025 → Q4 2025
| DK Delek US Holdings Inc. | New | 0.37% | +0.37 |
| AVGO Broadcom Inc. | New | 0.34% | +0.34 |
| A Agilent Technologies Inc. | New | 0.31% | +0.31 |
| WMG Warner Music Group Corp. Class A | New | 0.30% | +0.30 |
| BTU Peabody Energy Corp. | New | 0.29% | +0.29 |
| GD General Dynamics Corp. | New | 0.29% | +0.29 |
| REAL The Realreal Inc. | New | 0.28% | +0.28 |
| AWI Armstrong World Industries | New | 0.27% | +0.27 |
| ECHO Echostar Corp. Class A | New | 0.27% | +0.27 |
| HTZ Hertz Global Hldgs Inc. | New | 0.27% | +0.27 |
| LITE Lumentum Holdings Inc. | New | 0.27% | +0.27 |
| SYM Symbotic Inc. | New | 0.27% | +0.27 |
| COLD Americold Realty Trust Inc. | New | 0.27% | +0.27 |
| TLS Telos Corporation | New | 0.26% | +0.26 |
| PLAB Photronics Inc. | New | 0.26% | +0.26 |
| SPHR Sphere Entertainment Co. | New | 0.26% | +0.26 |
| PGY Pagaya Technologies Ltd. Class A | New | 0.26% | +0.26 |
| WK Workiva Inc. | New | 0.26% | +0.26 |
| WPM Wheaton Precious Metals Corp. | New | 0.26% | +0.26 |
| NRIM Northrim Bancorp Inc. | New | 0.25% | +0.25 |
| LYFT LYFT Inc. Class A | New | 0.25% | +0.25 |
| NBR Nabors Industries Ltd. | New | 0.25% | +0.25 |
| PRG Prog Holdings Inc. | New | 0.24% | +0.24 |
| SYK Stryker Corp. | New | 0.24% | +0.24 |
| OI O-I Glass Inc. | New | 0.24% | +0.24 |
| FN Fabrinet | New | 0.24% | +0.24 |
| GFF Griffon Corp. | New | 0.24% | +0.24 |
| LTM Latam Airlines Group SA-ADR | New | 0.23% | +0.23 |
| IMAX Imax Corp. | New | 0.23% | +0.23 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.23% | +0.23 |
| ATRO Astronics Corp. | New | 0.23% | +0.23 |
| OGS One Gas Inc. | New | 0.23% | +0.23 |
| ULCC Frontier Group Holdings Inc. | New | 0.23% | +0.23 |
| TAC Transalta Corp. | New | 0.23% | +0.23 |
| STX Seagate Technology Holdings | New | 0.23% | +0.23 |
| TAP Molson Coors Beverage Co. Class B | New | 0.23% | +0.23 |
| UWMC Uwm Holdings Corp. | New | 0.23% | +0.23 |
| VVV Valvoline Inc. | New | 0.23% | +0.23 |
| VLTO Veralto Corp. | New | 0.23% | +0.23 |
| NNN NNN REIT Inc. | New | 0.22% | +0.22 |
| KMB Kimberly-Clark Corp. | New | 0.22% | +0.22 |
| NVCR Novocure Ltd. | New | 0.22% | +0.22 |
| MAGN Magnera Corp. | New | 0.22% | +0.22 |
| MANU Manchester United PLC Class A | New | 0.22% | +0.22 |
| TPC Tutor Perini Corp. | New | 0.22% | +0.22 |
| POOL Pool Corp. | New | 0.22% | +0.22 |
| POET Poet Technologies Inc. | New | 0.22% | +0.22 |
| SPOT Spotify Technology SA | New | 0.22% | +0.22 |
| DRS Leonardo DRS Inc. | New | 0.22% | +0.22 |
| ASAN Asana Inc. Class A | Add +201.5% | 0.34% | +0.22 |
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 |