MondegarAI
PharVision Advisers, LLC

Q1 2025 · 13F-HR

PharVision Advisers, LLCholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001232

$72.1M
Reported value
259
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
302081104EXLSEXLSERVICE HOLDINGS INC$836,7501.16%17,724CommonSOLE
052769106ADSKAUTODESK INC$627,2730.87%2,396CommonSOLE
747525103QCOMQUALCOMM INC$623,9640.87%4,062CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$608,9460.84%45,751CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$590,5130.82%25,843CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$577,9140.80%7,214CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$576,5090.80%10,684CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$564,5690.78%8,675CommonSOLE
695156109PKGPACKAGING CORP AMER$564,3570.78%2,850CommonSOLE
17275R102CSCOCISCO SYS INC$547,0590.76%8,865CommonSOLE
966084204WSRWHITESTONE REIT$531,3820.74%36,471CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC$531,3160.74%37,207CommonSOLE
64828T201RITMRITHM CAPITAL CORP$521,0320.72%45,505CommonSOLE
827048109SLGNSILGAN HLDGS INC$512,4270.71%10,024CommonSOLE
923451108VBTXVERITEX HLDGS INC$507,8900.70%20,340CommonSOLE
219350105GLWCORNING INC$494,1040.69%10,793CommonSOLE
268150109DTDYNATRACE INC$484,0890.67%10,267CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$467,2580.65%20,666CommonSOLE
277432100EMNEASTMAN CHEM CO$461,8730.64%5,242CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$456,2990.63%2,596CommonSOLE
281020107EIXEDISON INTL$452,2110.63%7,675CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$443,0330.61%10,187CommonSOLE
229663109CUBECUBESMART$437,0510.61%10,233CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$434,2130.60%55,526CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$423,9010.59%8,082CommonSOLE
172755100CRUSCIRRUS LOGIC INC$422,4380.59%4,239CommonSOLE
754907103RYNRAYONIER INC$422,0470.59%15,138CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$421,5130.58%2,992CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$413,4810.57%5,605CommonSOLE
07831C103BRBRBELLRING BRANDS INC$407,5940.57%5,474CommonSOLE
29358P101ENSGENSIGN GROUP INC$407,3510.57%3,148CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$406,9480.56%10,456CommonSOLE
947890109WBSWEBSTER FINL CORP$401,4200.56%7,787CommonSOLE
228368106CCKCROWN HLDGS INC$396,3140.55%4,440CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$393,5760.55%42,780CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$391,6210.54%23,023CommonSOLE
34354P105FLSFLOWSERVE CORP$391,4530.54%8,015CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$390,3760.54%14,093CommonSOLE
231561101CWCURTISS WRIGHT CORP$390,2420.54%1,230CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$387,5960.54%11,090CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$384,2520.53%3,809CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$383,8470.53%2,585CommonSOLE
631103108NDAQNASDAQ INC$382,9410.53%5,048CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$381,6190.53%15,277CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$381,0010.53%1,221CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$378,0650.52%1,338CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$377,8890.52%19,231CommonSOLE
48242W106KBRKBR INC$377,6100.52%7,581CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$377,2220.52%9,765CommonSOLE
902494103TSNTYSON FOODS INC$375,8410.52%5,890CommonSOLE
06652K103BKUBANKUNITED INC$375,8090.52%10,912CommonSOLE
29275Y102ENSENERSYS$375,7530.52%4,103CommonSOLE
05465C100AXAXOS FINANCIAL INC$374,9900.52%5,812CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$373,7610.52%12,492CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$372,2990.52%2,759CommonSOLE
806037107SCSCSCANSOURCE INC$370,8450.51%10,904CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$370,1720.51%1,880CommonSOLE
036752103ELVELEVANCE HEALTH INC$369,2810.51%849CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$367,4070.51%37,037CommonSOLE
72352L106PINSPINTEREST INC$366,8230.51%11,833CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$366,4530.51%6,819CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$365,9460.51%10,123CommonSOLE
374297109GTYGETTY RLTY CORP NEW$363,1530.50%11,647CommonSOLE
76680R206RNGRINGCENTRAL INC$362,0650.50%14,623CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$361,9810.50%5,427CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$361,7320.50%4,621CommonSOLE
053611109AVYAVERY DENNISON CORP$359,4990.50%2,020CommonSOLE
Y2573F102FLEXFLEX LTD$358,4220.50%10,835CommonSOLE
302301106EZPWEZCORP INC$353,3240.49%24,003CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$343,6380.48%4,492CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$342,2390.47%6,864CommonSOLE
552690109MDUMDU RES GROUP INC$339,6040.47%20,083CommonSOLE
67103X102OFGOFG BANCORP$335,3280.47%8,379CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$335,0460.46%36,339CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$333,1730.46%761CommonSOLE
032654105ADIANALOG DEVICES INC$332,9570.46%1,651CommonSOLE
650111107NYTNEW YORK TIMES CO$332,3700.46%6,701CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$332,3650.46%29,702CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$329,8450.46%979CommonSOLE
199908104FIXCOMFORT SYS USA INC$327,8100.45%1,017CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$325,0280.45%4,461CommonSOLE
500643200KFYKORN FERRY$323,6170.45%4,771CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$321,1210.45%1,709CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$316,1660.44%5,760CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$314,2210.44%18,929CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$313,1690.43%2,091CommonSOLE
875465106SKTTANGER INC$312,1520.43%9,238CommonSOLE
00508Y102AYIACUITY INC$307,5930.43%1,168CommonSOLE
29357K103ENVAENOVA INTL INC$306,2880.42%3,172CommonSOLE
58733R102MELIMERCADOLIBRE INC$306,2870.42%157CommonSOLE
74340W103PLDPROLOGIS INC.$304,9630.42%2,728CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$303,4140.42%18,234CommonSOLE
465741106ITRIITRON INC$299,5090.42%2,859CommonSOLE
G0250X107AMCRAMCOR PLC$299,2740.42%30,853CommonSOLE
925652109VICIVICI PPTYS INC$296,1900.41%9,080CommonSOLE
291011104EMREMERSON ELEC CO$294,7120.41%2,688CommonSOLE
01741R102ATIATI INC$289,4430.40%5,563CommonSOLE
443510607HUBBHUBBELL INC$289,2150.40%874CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$285,9380.40%4,498CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$284,3460.39%12,632CommonSOLE
235851102DHRDANAHER CORPORATION$283,7200.39%1,384CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$283,5090.39%1,197CommonSOLE
91879Q109MTNVAIL RESORTS INC$283,2350.39%1,770CommonSOLE
92276F100VTRVENTAS INC$282,6720.39%4,111CommonSOLE
092113109BKHBLACK HILLS CORP$281,8410.39%4,647CommonSOLE
647551100NMFCNEW MTN FIN CORP$280,6250.39%25,442CommonSOLE
376536108GOODGLADSTONE COMMERCIAL CORP$279,0920.39%18,631CommonSOLE
25746U109DDOMINION ENERGY INC$278,1070.39%4,960CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$277,4140.38%6,184CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$276,8670.38%11,389CommonSOLE
G87110105FTITECHNIPFMC PLC$276,6220.38%8,729CommonSOLE
871829107SYYSYSCO CORP$275,1720.38%3,667CommonSOLE
441593100HLIHOULIHAN LOKEY INC$274,2270.38%1,698CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$271,8810.38%2,412CommonSOLE
743315103PGRPROGRESSIVE CORP$270,5580.38%956CommonSOLE
817565104SCISERVICE CORP INTL$268,8300.37%3,352CommonSOLE
G037AX101AMBAAMBARELLA INC$268,5110.37%5,335CommonSOLE
371901109GNTXGENTEX CORP$268,2300.37%11,512CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$268,0650.37%5,786CommonSOLE
194014502ENOVENOVIS CORPORATION$266,5150.37%6,975CommonSOLE
733174700BPOPPOPULAR INC$264,9170.37%2,868CommonSOLE
404251100HNIHNI CORP$264,3700.37%5,961CommonSOLE
679295105OKTAOKTA INC$264,1020.37%2,510CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$264,0780.37%24,913CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$263,7350.37%1,588CommonSOLE
830879102SKYWSKYWEST INC$263,5950.37%3,017CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$262,8170.36%2,928CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$262,7430.36%12,798CommonSOLE
343498101FLOFLOWERS FOODS INC$261,6920.36%13,766CommonSOLE
876030107TPRTAPESTRY INC$258,6860.36%3,674CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$258,2850.36%28,603CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$257,7470.36%9,708CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$257,0080.36%9,397CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$255,8630.35%4,084CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$254,1520.35%5,603CommonSOLE
65290E101NXTNEXTRACKER INC$254,0200.35%6,028CommonSOLE
070830104BBWIBATH & BODY WORKS INC$252,9900.35%8,344CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$252,8850.35%1,466CommonSOLE
423452101HPHELMERICH & PAYNE INC$247,4350.34%9,473CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$246,6940.34%4,331CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$246,5630.34%807CommonSOLE
816851109SRESEMPRA$245,2640.34%3,437CommonSOLE
G27907107DOLEDOLE PLC$243,5260.34%16,853CommonSOLE
38526M106LOPEGRAND CANYON ED INC$242,5740.34%1,402CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$241,5640.34%1,739CommonSOLE
85254J102STAGSTAG INDL INC$238,8250.33%6,612CommonSOLE
781154109RBRKRUBRIK INC.$238,3100.33%3,908CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$235,3150.33%2,298CommonSOLE
87652V109TASKTASKUS INC$235,0490.33%17,245CommonSOLE
574795100MASIMASIMO CORP$234,9060.33%1,410CommonSOLE
30303M102METAMETA PLATFORMS INC$232,8490.32%404CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$232,3790.32%467CommonSOLE
47074L105JAMFJAMF HLDG CORP$231,3600.32%19,042CommonSOLE
88033G407THCTENET HEALTHCARE CORP$231,0710.32%1,718CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$230,8820.32%13,400CommonSOLE
907818108UNPUNION PAC CORP$229,6250.32%972CommonSOLE
023135106AMZNAMAZON COM INC$228,6930.32%1,202CommonSOLE
06652V208BANRBANNER CORP$228,6790.32%3,586CommonSOLE
74758T303QLYSQUALYS INC$228,0590.32%1,811CommonSOLE
260003108DOVDOVER CORP$227,1540.32%1,293CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$225,7450.31%8,263CommonSOLE
917047102URBNURBAN OUTFITTERS INC$225,6870.31%4,307CommonSOLE
835495102SONSONOCO PRODS CO$225,4290.31%4,772CommonSOLE
949746101WMT2WELLS FARGO CO NEW$225,2050.31%3,137CommonSOLE
35243J101FBRTFRANKLIN BSP RLTY TR INC$225,1540.31%17,673CommonSOLE
988498101YUMYUM BRANDS INC$222,1920.31%1,412CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$221,1730.31%2,242CommonSOLE
29355A107ENPHENPHASE ENERGY INC$220,5260.31%3,554CommonSOLE
71944F106PHRPHREESIA INC$220,3780.31%8,622CommonSOLE
761152107RMDRESMED INC$219,1490.30%979CommonSOLE
G54950103LINLINDE PLC$218,3850.30%469CommonSOLE
443320106HUBGHUB GROUP INC$218,2990.30%5,873CommonSOLE
512807306LRCXLAM RESEARCH CORP$218,2450.30%3,002CommonSOLE
863667101SYKSTRYKER CORPORATION$218,1390.30%586CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$217,7700.30%6,314CommonSOLE
18467V109YOUCLEAR SECURE INC$216,4780.30%8,355CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$216,2040.30%3,601CommonSOLE
126408103CSXCSX CORP$216,1040.30%7,343CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$216,0820.30%4,668CommonSOLE
58155Q103MCKMCKESSON CORP$216,0300.30%321CommonSOLE
318672706FBPFIRST BANCORP P R$216,0270.30%11,269CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$215,6960.30%371CommonSOLE
902973304USBUS BANCORP DEL$214,6040.30%5,083CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$213,9840.30%1,347CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$213,5590.30%2,646CommonSOLE
896442308TRINTRINITY CAP INC$211,6490.29%13,961CommonSOLE
81211K100SDASEALED AIR CORP NEW$211,1430.29%7,306CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$210,9670.29%6,085CommonSOLE
311642102FAROFARO TECHNOLOGIES INC$210,7290.29%7,719CommonSOLE
92343E102VRSNVERISIGN INC$208,9350.29%823CommonSOLE
16208T102CLDTCHATHAM LODGING TR$208,3530.29%29,222CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$208,1810.29%4,090CommonSOLE
N14506104ESTCELASTIC N V$207,7810.29%2,332CommonSOLE
125896100CMSCMS ENERGY CORP$206,3270.29%2,747CommonSOLE
969457100WMBWILLIAMS COS INC$205,6940.29%3,442CommonSOLE
922475108VEEVVEEVA SYS INC$205,2240.28%886CommonSOLE
03957W106AROCARCHROCK INC$204,9610.28%7,811CommonSOLE
736508847PORPORTLAND GEN ELEC CO$202,8850.28%4,549CommonSOLE
406216101HALHALLIBURTON CO$202,4530.28%7,980CommonSOLE
452521107IMMRIMMERSION CORP$200,7030.28%26,478CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$200,5620.28%4,451CommonSOLE
302520101FNBF N B CORP$198,3470.28%14,747CommonSOLE
85208T107CXMSPRINKLR INC$190,0040.26%22,755CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$187,9010.26%11,556CommonSOLE
03980N107ARDTARDENT HEALTH PARTNERS INC$187,5780.26%13,642CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$186,1160.26%13,438CommonSOLE
L72967109OECORION S.A.$185,8690.26%14,375CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$184,1350.26%14,263CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$182,9820.25%28,816CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$182,7210.25%10,568CommonSOLE
554382101MACMACERICH CO$179,2890.25%10,442CommonSOLE
92214X106VREXVAREX IMAGING CORP$177,6310.25%15,313CommonSOLE
168905107PLCECHILDRENS PL INC NEW$177,5620.25%20,316CommonSOLE
92552V100VSATVIASAT INC$176,2020.24%16,910CommonSOLE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$174,8530.24%16,894CommonSOLE
248019101DLXDELUXE CORP$172,9770.24%10,941CommonSOLE
69331C108PCGPG&E CORP$172,3150.24%10,030CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$171,1920.24%21,399CommonSOLE
053604104AVPTAVEPOINT INC$168,3270.23%11,657CommonSOLE
358054104FRSHFRESHWORKS INC$167,0060.23%11,836CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$163,8670.23%13,162CommonSOLE
62955J103NOVNOV INC$162,9760.23%10,708CommonSOLE
97717P104WTWISDOMTREE INC$161,4070.22%18,095CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$160,6320.22%14,355CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$157,7410.22%25,649CommonSOLE
68571X301ORCORCHID IS CAP INC$156,7770.22%20,848CommonSOLE
87240R107TFSLTFS FINL CORP$155,4820.22%12,549CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$150,4840.21%17,297CommonSOLE
18452B209CLSKCLEANSPARK INC$140,2400.19%20,869CommonSOLE
14575E105CARSCARS COM INC$136,0630.19%12,073CommonSOLE
488152208KELYAKELLY SVCS INC$135,5190.19%10,290CommonSOLE
156727109CRNCCERENCE INC$135,1610.19%17,109CommonSOLE
N30577105ZGNERMENEGILDO ZEGNA N V$135,0800.19%18,254CommonSOLE
52466B103LZLEGALZOOM COM INC$134,8500.19%15,662CommonSOLE
45782T105INMBINMUNE BIO INC$134,6520.19%17,241CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$132,7880.18%12,892CommonSOLE
G6683N103NUNU HLDGS LTD$128,7880.18%12,577CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$127,7060.18%17,737CommonSOLE
Q4982L109IRENIREN LIMITED$126,0450.17%20,697CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$117,7680.16%11,765CommonSOLE
85256A109STGWSTAGWELL INC$116,7530.16%19,298CommonSOLE
836100107SOUNSOUNDHOUND AI INC$116,0840.16%14,296CommonSOLE
9026851067WHUDEMY INC$110,1450.15%14,194CommonSOLE
68243Q106FLWS1 800 FLOWERS COM INC$109,6810.15%18,590CommonSOLE
83304A106SNAPSNAP INC$107,9690.15%12,396CommonSOLE
88339P101REALTHE REALREAL INC$105,6330.15%19,598CommonSOLE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$101,0680.14%10,695CommonSOLE
410345102HN9HANESBRANDS INC$97,6920.14%16,931CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$96,8300.13%12,226CommonSOLE
708062104PNNTPENNANTPARK INVT CORP$95,1510.13%13,535CommonSOLE
288578107EARNELLINGTON CREDIT COMPANY$92,8520.13%17,163CommonSOLE
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH B$92,0870.13%13,193CommonSOLE
678026105OISOIL STS INTL INC$91,9740.13%17,859CommonSOLE
22266M104COURCOURSERA INC$86,4670.12%12,983CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$83,0400.12%11,438CommonSOLE
00164V103AMCXAMC NETWORKS INC$77,6750.11%11,290CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$71,1230.10%11,044CommonSOLE
86771W105RUNSUNRUN INC$68,8430.10%11,748CommonSOLE
G65163100JOBYJOBY AVIATION INC$61,2780.08%10,179CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.