StockDriftsStockDriftsTop 50 Pharvision Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PK | PARK HOTELS & RESORTS INC | 2.74% | 10.2K | $145K | new | $10.65(+35.19%) | 2026-06-30 | |
| GDOT | GREEN DOT CORP | 2.59% | 10.2K | $138K | new | $12.34(+9.24%) | 2026-06-30 | |
| GO | GROCERY OUTLET HLDG CORP | 2.56% | 13.6K | $136K | new | $8.38(+17.30%) | 2026-06-30 | |
| ADAM | ADAMAS TRUST INC. | 2.38% | 13.5K | $126K | new | $6.60(+54.62%) | 2026-06-30 | |
| CLF | CLEVELAND-CLIFFS INC NEW | 2.33% | 13.2K | $124K | new | $12.74(+0.63%) | 2026-06-30 | |
| CGNT | COGNYTE SOFTWARE LTD | 2.31% | 14.0K | $123K | new | $8.83(+6.58%) | 2026-06-30 | |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | 2.28% | 14.1K | $121K | new | $7.15(+30.39%) | 2026-06-30 | |
| SXC | SUNCOKE ENERGY INC | 2.28% | 15.0K | $121K | new | $9.33(+2.10%) | 2026-06-30 | |
| BLMN | BLOOMIN BRANDS INC | 2.26% | 13.1K | $120K | new | $6.67(+64.77%) | 2026-06-30 | |
| INN | SUMMIT HOTEL PPTYS | 2.16% | 16.3K | $115K | new | $5.29(+17.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.36% |
| Top 20 Holdings Unweighted | — | — | — | — | -1.59% |
Pharvision Advisers LLC reports $5.30M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are PK (2.7%), GDOT (2.6%) and GO (2.6%). The top 20 holdings account for 43.51% of reported assets. Its disclosed equity book has returned -1.36% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pharvision Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1898824). View Pharvision Advisers LLC’s 13F filings on SEC