Vise Technologies, Inc.

13F filer · CIK 0001812090

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$8.83BU.S. long equity reported on 13F

Positions1,248323 new · 176 closed

Net flow last quarter+$1.02BBuys minus sells

Top 10 positions weight11.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 20261,248 positions
NVDANvidia Corp	$223M	2.52%	0.00%	+38.9%	Q4 2021
MSFTMicrosoft Corp	$140M	1.59%	0.01%	+63.2%	Q4 2021
GOOGLAlphabet Inc.	$138M	1.56%	0.00%	+70.2%	Q4 2021
AVGOBroadcom Inc.	$84.7M	0.96%	0.00%	+59.8%	Q4 2021
JPMJPMorgan Chase & Co	$82.5M	0.93%	0.01%	+90.9%	Q4 2021
GOOGAlphabet Inc.	$67.2M	0.76%	Not reported	+81.2%	Q4 2021
MUMicron Technology Inc	$66.1M	0.75%	0.01%	+113.5%	Q1 2023
METAMeta Platforms, Inc.	$61.1M	0.69%	Not reported	+46.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$60.7M	0.69%	Not reported	+154.8%	Q4 2021
JNJJohnson & Johnson	$53.8M	0.61%	0.01%	+109.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$51.3M	0.58%	0.00%	+21.0%	Q3 2024
WMTWalmart Inc.	$49.3M	0.56%	0.01%	+58.1%	Q4 2021
CATCaterpillar Inc	$47.1M	0.53%	0.01%	+86.0%	Q1 2022
TSLATesla, Inc.	$46.8M	0.53%	0.00%	+46.8%	Q4 2021
CSCOCisco Systems, Inc.	$44M	0.50%	0.01%	+86.8%	Q4 2021
LRCXLam Research Corp	$43.8M	0.50%	0.01%	+65.7%	Q1 2022
XOMExxonMobil Holdings Corp	$43M	0.49%	0.01%	+129.2%	Q1 2022
LLYELI LILLY & Co	$41.2M	0.47%	0.00%	+45.8%	Q1 2022
VVisa Inc.	$41.1M	0.47%	0.01%	+60.0%	Q1 2022
FNDFSchwab Strategic Trust	$31.8M	0.36%	Not reported	+33.2%	Q1 2024
ABBVAbbVie Inc.	$29.8M	0.34%	0.01%	+73.5%	Q1 2022
THROTheron Resource Group	$28.6M	0.32%	8.39%	+235.1%	Q2 2025
MRKMerck & Co., Inc.	$28M	0.32%	0.01%	+96.8%	Q1 2022
CVXChevron Corp	$27.1M	0.31%	0.01%	+144.9%	Q1 2022
HDHome Depot, Inc.	$26.9M	0.30%	0.01%	+80.1%	Q4 2021
PMPhilip Morris International Inc.	$26.1M	0.30%	0.01%	+78.6%	Q4 2021
ASMLAsml Holding NV	$26.1M	0.30%	0.00%	+39.9%	Q1 2022
COSTCostco Wholesale Corp	$26M	0.29%	0.01%	+70.1%	Q4 2021
ORCLOracle Corp	$21.3M	0.24%	0.01%	+87.3%	Q4 2021
MAMastercard Inc	$20.8M	0.24%	0.00%	+36.5%	Q1 2022
FLEXFlex Ltd.	$19.3M	0.22%	0.03%	+2.0%	Q3 2024
KLACKla Corp	$19.2M	0.22%	0.00%	+95.0%	Q4 2021
GEGeneral Electric Co	$19.2M	0.22%	0.00%	+43.6%	Q4 2022
CLSCelestica Inc	$19.1M	0.22%	0.05%	-3.0%	Q3 2024
IBMInternational Business Machines Corp	$18.1M	0.21%	0.01%	+56.6%	Q1 2022
VZVerizon Communications Inc	$17.9M	0.20%	0.01%	+126.8%	Q1 2022
WELLWelltower Inc.	$17.7M	0.20%	0.01%	+82.2%	Q3 2024
SHLDSears Holdings Corp	$17.6M	0.20%	0.27%	+504.6%	Q3 2025
GEVGE Vernova Inc.	$17.4M	0.20%	0.01%	+54.4%	Q2 2024
TJXTJX Companies Inc	$17.4M	0.20%	0.01%	+158.1%	Q4 2021
UNHUnitedhealth Group Inc	$17.2M	0.19%	0.00%	+74.9%	Q4 2021
PGPROCTER & GAMBLE Co	$16.8M	0.19%	0.00%	+44.2%	Q4 2021
GSGoldman Sachs Group Inc	$16.5M	0.19%	0.01%	+35.1%	Q1 2022
WFCWells Fargo & Company	$15.9M	0.18%	0.01%	+69.4%	Q1 2022
INTCIntel Corp	$15.9M	0.18%	0.00%	+118.7%	Q1 2022
BITBBitwise Bitcoin ETF	$15.8M	0.18%	0.74%	+199.7%	Q1 2024
MSMorgan Stanley	$15.5M	0.18%	0.00%	+54.2%	Q1 2022
PEPPepsico Inc	$15.4M	0.17%	0.01%	+72.2%	Q4 2021
KOCoca Cola Co	$15.3M	0.17%	0.00%	+63.2%	Q1 2022
GILDGilead Sciences, Inc.	$15.2M	0.17%	0.01%	+158.3%	Q1 2022

Q1 2026Reported Apr 21, 20261,099 positions
NVDANvidia Corp	$149M	2.94%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$140M	2.75%	0.00%	Not reported	Q4 2021
MSFTMicrosoft Corp	$111M	2.19%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$70.9M	1.39%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$70.3M	1.38%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$48.9M	0.96%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$48.6M	0.95%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$42.5M	0.84%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$34.1M	0.67%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$33.3M	0.65%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$32.9M	0.65%	Not reported	Not reported	Q4 2021
WMTWalmart Inc.	$30.7M	0.60%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$27M	0.53%	0.00%	Not reported	Q3 2024
VVisa Inc.	$26.2M	0.52%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$25.3M	0.50%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$21.8M	0.43%	Not reported	Not reported	Q4 2021
JNJJohnson & Johnson	$20.9M	0.41%	0.00%	Not reported	Q4 2021
FNDFSchwab Strategic Trust	$20.4M	0.40%	Not reported	Not reported	Q1 2024
MAMastercard Inc	$16.9M	0.33%	0.00%	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$16.5M	0.32%	0.00%	Not reported	Q1 2022
CLSCelestica Inc	$16M	0.31%	0.05%	Not reported	Q3 2024
NFLXNetflix Inc	$15.7M	0.31%	0.00%	Not reported	Q3 2022
ABBVAbbVie Inc.	$15.6M	0.31%	0.00%	Not reported	Q1 2022
CSCOCisco Systems, Inc.	$15.4M	0.30%	0.01%	Not reported	Q4 2021
ORCLOracle Corp	$15.1M	0.30%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$14.6M	0.29%	Not reported	Not reported	Q4 2021
HDHome Depot, Inc.	$14.6M	0.29%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$14.1M	0.28%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$13.9M	0.27%	0.00%	Not reported	Q1 2024
CATCaterpillar Inc	$13.6M	0.27%	0.01%	Not reported	Q1 2022
PMPhilip Morris International Inc.	$12.9M	0.25%	0.01%	Not reported	Q4 2021
HDBHDFC Bank Ltd	$12.8M	0.25%	0.00%	Not reported	Q3 2024
AXPAmerican Express Co	$12.2M	0.24%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$12.2M	0.24%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$11.8M	0.23%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$11.6M	0.23%	0.00%	Not reported	Q1 2022
PGPROCTER & GAMBLE Co	$11.4M	0.22%	0.00%	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$11.2M	0.22%	0.00%	Not reported	Q1 2024
GEGeneral Electric Co	$11M	0.22%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$10.6M	0.21%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$10.6M	0.21%	0.00%	Not reported	Q1 2022
LRCXLam Research Corp	$10.4M	0.21%	0.00%	Not reported	Q1 2022
CVXChevron Corp	$10.2M	0.20%	0.00%	Not reported	Q1 2022
ASMLAsml Holding NV	$10M	0.20%	0.00%	Not reported	Q1 2022
UBERUber Technologies, Inc	$9.7M	0.19%	0.01%	Not reported	Q2 2023
AMATApplied Materials Inc	$9.65M	0.19%	0.00%	Not reported	Q1 2022
PEPPepsico Inc	$9.51M	0.19%	0.00%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$8.53M	0.17%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$8.52M	0.17%	0.00%	Not reported	Q1 2022
CRMSalesforce, Inc.	$8.25M	0.16%	0.00%	Not reported	Q1 2022

Q4 2025Reported Feb 11, 20261,112 positions
NVDANvidia Corp	$149M	2.93%	0.00%	+81.6%	Q4 2021
AAPLApple Inc.	$140M	2.74%	0.00%	+76.9%	Q4 2021
MSFTMicrosoft Corp	$111M	2.18%	0.00%	+65.3%	Q4 2021
GOOGLAlphabet Inc.	$70.9M	1.39%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$70.3M	1.38%	0.00%	+46.3%	Q4 2021
METAMeta Platforms, Inc.	$48.9M	0.96%	Not reported	+54.1%	Q4 2021
AVGOBroadcom Inc.	$48.6M	0.95%	0.00%	+44.9%	Q4 2021
JPMJPMorgan Chase & Co	$42.5M	0.83%	0.00%	+66.0%	Q4 2021
TSLATesla, Inc.	$34.1M	0.67%	0.00%	+47.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$33.3M	0.65%	Not reported	+65.5%	Q4 2021
GOOGAlphabet Inc.	$32.9M	0.64%	Not reported	-47.2%	Q4 2021
WMTWalmart Inc.	$30.7M	0.60%	0.00%	+42.1%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$27M	0.53%	0.00%	+12.6%	Q3 2024
VVisa Inc.	$26.2M	0.51%	0.00%	+84.1%	Q1 2022
LLYELI LILLY & Co	$25.3M	0.50%	0.00%	+52.6%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$21.8M	0.43%	Not reported	+136.2%	Q4 2021
JNJJohnson & Johnson	$20.9M	0.41%	0.00%	+77.2%	Q4 2021
FNDFSchwab Strategic Trust	$20.4M	0.40%	Not reported	Not reported	Q1 2024
MAMastercard Inc	$16.9M	0.33%	0.00%	+38.3%	Q1 2022
XOMExxonMobil Holdings Corp	$16.5M	0.32%	0.00%	+48.4%	Q1 2022
CLSCelestica Inc	$16M	0.31%	0.05%	-6.4%	Q3 2024
NFLXNetflix Inc	$15.7M	0.31%	0.00%	+36.7%	Q3 2022
ABBVAbbVie Inc.	$15.6M	0.31%	0.00%	+58.7%	Q1 2022
CSCOCisco Systems, Inc.	$15.4M	0.30%	0.01%	+47.1%	Q4 2021
ORCLOracle Corp	$15.1M	0.30%	0.00%	+51.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$14.6M	0.29%	Not reported	+175.8%	Q4 2021
HDHome Depot, Inc.	$14.6M	0.29%	0.00%	+72.1%	Q4 2021
COSTCostco Wholesale Corp	$14.1M	0.28%	0.00%	+76.4%	Q4 2021
PLTRPalantir Technologies Inc.	$13.9M	0.27%	0.00%	+60.2%	Q1 2024
CATCaterpillar Inc	$13.6M	0.27%	0.01%	+36.2%	Q1 2022
PMPhilip Morris International Inc.	$12.9M	0.25%	0.01%	+59.0%	Q4 2021
HDBHDFC Bank Ltd	$12.8M	0.25%	0.00%	+1.6%	Q3 2024
AXPAmerican Express Co	$12.2M	0.24%	0.00%	+44.6%	Q1 2022
IBMInternational Business Machines Corp	$12.2M	0.24%	0.00%	+33.3%	Q1 2022
BACBank of America Corp	$11.8M	0.23%	0.00%	+53.6%	Q1 2022
MRKMerck & Co., Inc.	$11.6M	0.23%	0.00%	+50.5%	Q1 2022
PGPROCTER & GAMBLE Co	$11.4M	0.22%	0.00%	+102.4%	Q4 2021
BABAAlibaba Group Holding Ltd	$11.2M	0.22%	0.00%	+3.9%	Q1 2024
GEGeneral Electric Co	$11M	0.22%	0.00%	+33.5%	Q4 2022
GSGoldman Sachs Group Inc	$10.6M	0.21%	0.00%	+43.6%	Q1 2022
WFCWells Fargo & Company	$10.6M	0.21%	0.00%	+41.4%	Q1 2022
LRCXLam Research Corp	$10.4M	0.20%	0.00%	+76.2%	Q1 2022
CVXChevron Corp	$10.2M	0.20%	0.00%	+61.6%	Q1 2022
ASMLAsml Holding NV	$10M	0.20%	0.00%	+139.1%	Q1 2022
UBERUber Technologies, Inc	$9.7M	0.19%	0.01%	+40.6%	Q2 2023
AMATApplied Materials Inc	$9.65M	0.19%	0.00%	+25.6%	Q1 2022
PEPPepsico Inc	$9.51M	0.19%	0.00%	+52.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$8.53M	0.17%	0.00%	+38.9%	Q4 2021
MSMorgan Stanley	$8.52M	0.17%	0.00%	+8.6%	Q1 2022
CRMSalesforce, Inc.	$8.25M	0.16%	0.00%	+23.0%	Q1 2022

Q3 2025Reported Nov 13, 2025947 positions
NVDANvidia Corp	$82.3M	3.06%	0.00%	-19.9%	Q4 2021
AAPLApple Inc.	$74.1M	2.76%	0.00%	-14.4%	Q4 2021
MSFTMicrosoft Corp	$72.2M	2.69%	0.00%	-16.8%	Q4 2021
GOOGAlphabet Inc.	$48.3M	1.80%	Not reported	+240.8%	Q4 2021
AMZNAmazon Com Inc	$45.7M	1.70%	0.00%	-18.3%	Q4 2021
METAMeta Platforms, Inc.	$35.3M	1.31%	Not reported	-23.8%	Q4 2021
AVGOBroadcom Inc.	$32M	1.19%	0.00%	+0.5%	Q4 2021
JPMJPMorgan Chase & Co	$25.1M	0.93%	0.00%	-25.3%	Q4 2021
TSLATesla, Inc.	$22.8M	0.85%	0.00%	-15.4%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22M	0.82%	0.00%	-4.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$20.1M	0.75%	Not reported	-6.4%	Q4 2021
WMTWalmart Inc.	$20M	0.74%	0.00%	-16.1%	Q4 2021
NFLXNetflix Inc	$14.7M	0.55%	0.00%	-13.9%	Q3 2022
ORCLOracle Corp	$14.4M	0.54%	0.00%	+11.1%	Q4 2021
CLSCelestica Inc	$14.2M	0.53%	0.05%	-0.7%	Q3 2024
VVisa Inc.	$13.9M	0.52%	0.00%	-33.6%	Q1 2022
BABAAlibaba Group Holding Ltd	$13.1M	0.49%	0.00%	+6.6%	Q1 2024
MAMastercard Inc	$12.2M	0.45%	0.00%	-26.9%	Q1 2022
LLYELI LILLY & Co	$11.8M	0.44%	0.00%	-29.0%	Q1 2022
HDBHDFC Bank Ltd	$11.8M	0.44%	0.00%	+9.5%	Q3 2024
JNJJohnson & Johnson	$10.6M	0.39%	0.00%	-25.4%	Q4 2021
XOMExxonMobil Holdings Corp	$10.4M	0.39%	0.00%	-23.6%	Q1 2022
HDHome Depot, Inc.	$9.97M	0.37%	0.00%	-16.6%	Q4 2021
ABBVAbbVie Inc.	$9.95M	0.37%	0.00%	-7.4%	Q1 2022
URIUnited Rentals, Inc.	$9.55M	0.36%	0.02%	+0.2%	Q3 2024
CSCOCisco Systems, Inc.	$9.32M	0.35%	0.00%	-30.4%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$9M	0.34%	Not reported	+46.1%	Q4 2021
PLTRPalantir Technologies Inc.	$8.93M	0.33%	0.00%	-15.0%	Q1 2024
IBMInternational Business Machines Corp	$8.7M	0.32%	0.00%	-45.1%	Q1 2022
COSTCostco Wholesale Corp	$8.57M	0.32%	0.00%	-11.6%	Q4 2021
CATCaterpillar Inc	$8.33M	0.31%	0.00%	-13.5%	Q1 2022
UBERUber Technologies, Inc	$8.27M	0.31%	0.00%	-24.7%	Q2 2023
PMPhilip Morris International Inc.	$8.24M	0.31%	0.00%	-0.4%	Q4 2021
GEGeneral Electric Co	$8.05M	0.30%	0.00%	+4.3%	Q4 2022
AXPAmerican Express Co	$7.57M	0.28%	0.00%	-10.1%	Q1 2022
BACBank of America Corp	$7.22M	0.27%	0.00%	-14.8%	Q1 2022
MSMorgan Stanley	$7.03M	0.26%	0.00%	-1.7%	Q1 2022
WFCWells Fargo & Company	$6.73M	0.25%	0.00%	+4.3%	Q1 2022
GSGoldman Sachs Group Inc	$6.72M	0.25%	0.00%	-4.1%	Q1 2022
FLEXFlex Ltd.	$6.57M	0.24%	0.03%	-3.1%	Q3 2024
BXBlackstone Inc.	$6.46M	0.24%	0.01%	+2.6%	Q1 2022
CVXChevron Corp	$6.42M	0.24%	0.00%	-20.7%	Q1 2022
NOWServiceNow, Inc.	$6.34M	0.24%	0.00%	+2.2%	Q2 2023
MRKMerck & Co., Inc.	$6.17M	0.23%	0.00%	-14.4%	Q1 2022
AMATApplied Materials Inc	$6.12M	0.23%	0.00%	-7.7%	Q1 2022
PEPPepsico Inc	$6.11M	0.23%	0.00%	-0.7%	Q4 2021
PGPROCTER & GAMBLE Co	$6.03M	0.22%	0.00%	-34.1%	Q4 2021
WELLWelltower Inc.	$6M	0.22%	0.00%	+1.6%	Q3 2024
CRMSalesforce, Inc.	$6M	0.22%	0.00%	-6.1%	Q1 2022
IBNIcici Bank Ltd	$5.72M	0.21%	Not reported	+6.4%	Q3 2024

Premium opens every quarter this fund has filed