Vise-Technologies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "MMSI",
  "PINS",
  "SE",
  "ALKS",
  "INSM",
  "ARES",
  "GTES",
  "ITRI",
  "PIPR",
  "ESGR",
  "FLEX",
  "MPWR",
  "NVR",
  "RNG",
  "ARGX",
  "ACAD",
  "POOL",
  null,
  "NTR",
  "SNDR",
  "ITUB",
  "RJF",
  null,
  "ARW",
  "EDU",
  "AMED",
  "FLO",
  "DNB",
  "IMO",
  "HUM",
  "HBM",
  "PCG",
  "RF",
  "FTI",
  "QSR",
  "ATKR",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "FNDF",
  "ACN",
  "ZS",
  null,
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MATX",
  "SKT",
  "MAIN",
  "JEF",
  "KTB",
  "ALL",
  "ASGN",
  "GOOGL",
  "AVT",
  "PTCT",
  "ASO",
  null,
  "RUSHA",
  "AXP",
  "ASAN",
  "ABG",
  "SCHH",
  "AMG",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "ENOV",
  null,
  "BLK",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  null,
  "LOW",
  "CLS",
  null,
  "CP.TO",
  "ARCC",
  "YMM",
  "GMAB",
  "FELE",
  "FUL",
  "BIDU",
  "WRB",
  "ITGR",
  "BSX",
  null,
  "IAC",
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  "JOYY",
  "KFY",
  null,
  "DUK",
  "COOP",
  "MNSO",
  "D",
  "NICE",
  "PFSI",
  "M",
  "REZI",
  "PAGP",
  "EBAY",
  "PINC",
  "RYAAY",
  "WTRG",
  "FRT",
  "EQH",
  null,
  "EQNR",
  "TIMB",
  "EOG",
  "QFIN",
  "EXPE",
  "FFIV",
  "LIVN",
  "STNE",
  "LOGI",
  "FERG",
  "AGRO",
  null,
  "FCX",
  "BGC",
  "FITB",
  "IBKR",
  "RES",
  null,
  "NMFC",
  "GD",
  "GILD",
  "GIS",
  null,
  "HLT",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "FTS",
  "FMX",
  null,
  "FE",
  "UNP",
  "QCOM",
  "SCCO",
  null,
  "ISRG",
  "HAFN",
  "HSBC",
  "HUBS",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "IQV",
  null,
  null,
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "FWONA",
  "LIN",
  null,
  "L",
  "MPC",
  null,
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  null,
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "TAL",
  "EXC",
  "FICO",
  "FHN",
  "FIS",
  "FYBR",
  "FTV",
  "GE",
  "GMS",
  "GWRE",
  null,
  null,
  "ICUI",
  "HMY",
  "HIG",
  "HES",
  "HOLX",
  "NVS",
  "TEVA",
  "NU",
  "OXY",
  "OMC",
  "ODFL",
  "ORLY",
  "IX",
  "EMN",
  "PCAR",
  "AER",
  "BX",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  "NNN",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "TU",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "MAN",
  "MGA",
  "LPLA",
  "AMGN",
  "KVUE",
  "PKG",
  "MSTR",
  "PPG",
  "REGN",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TKC",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "AGNC",
  "RCL",
  "SCHW",
  "MNST",
  "POR",
  "SEM",
  null,
  "VWO",
  "LKQ",
  "VRN.TO",
  "JBL",
  "IWV",
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  "PKX",
  null,
  "AEO",
  "EME",
  "VIG",
  "LAD",
  "TTE",
  "TRGP",
  "TXT",
  "NXT",
  "NTNX",
  "SKX",
  "SU",
  "MTD",
  "GDDY",
  "PRG",
  "SNY",
  "IEF",
  null,
  "TSM",
  "IT",
  "GSK",
  "GPN",
  "RDN",
  "RMD",
  null,
  "ETR",
  "BN.TO",
  "GPI",
  "VYM",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "VRT",
  "HWC",
  "HAE",
  "SLM",
  "MUR",
  "PRGO",
  "ONB",
  "PVH",
  "RGLD",
  "PRI",
  "MUSA",
  "MLI",
  "MSM",
  "ATO",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "SSB",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "UAA",
  "ACGL",
  "TMHC",
  "TEX",
  "TOL",
  "SNX",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "IP",
  "F",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "WCN",
  "EFX",
  "IR",
  "VLY",
  "AIZ",
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  null,
  "NVST",
  "FHI",
  "ES",
  "EXTR",
  "IPG",
  "IFF",
  "JBLU",
  "EEFT",
  "BZ",
  "KC",
  "KT",
  "IDXX",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  null,
  null,
  "CMS",
  null,
  "IVE",
  "HCA",
  "OVV",
  null,
  "ACIW",
  "AL",
  null,
  "DOX",
  "HDB",
  "TME",
  "NTES",
  "OGS",
  "TDC",
  "HBAN",
  "PDD",
  "RGA",
  null,
  "ACM",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VALE",
  null,
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "BNDX",
  "VTEB",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VIRT",
  "VIPS",
  "VST",
  "WBD",
  "WMT",
  "WB",
  "WCC",
  "WU",
  "WFC",
  "WEN",
  "WST",
  "WELL",
  "WTM",
  "WIT",
  "WING",
  "WPM",
  "WTW",
  "WMB",
  null,
  "WDS",
  "XPEV",
  "XEL",
  "WDAY",
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "YELP",
  "ENS",
  null,
  "UMC",
  "DTE",
  "OC",
  "PTC",
  "FOXA",
  "MTB",
  "CNQ",
  "FINV",
  "GEN",
  "AEM",
  "BIIB",
  "CHKP",
  null,
  "SCHF",
  "SCHA",
  "JD",
  "MSCI",
  "EIX",
  "NSC",
  "KEY",
  "LUMN",
  "INFY",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SKM",
  "PPL",
  "TRP",
  "TDOC",
  null,
  "BPOP",
  "OTIS",
  null,
  "PSX",
  "ROL",
  "TCOM",
  "CRM",
  "RNR",
  "SHG",
  null,
  "SIG",
  "SANM",
  "SYY",
  "PTEN",
  "ORI",
  "SPOT",
  "LYV",
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  null,
  null,
  "UHS",
  "GEV",
  "TRI.TO",
  "MCK",
  "EXR",
  "GWW",
  "WNS",
  "ESGU",
  "NTAP",
  "SYF",
  "NUE",
  "NRG",
  null,
  "FDX",
  "AME",
  "STLA",
  "STM",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  null,
  "BNS",
  "BMO",
  "BCS",
  "BK",
  null,
  "BRK-B",
  "BDX",
  "BDC",
  null,
  "BHP",
  "BBY",
  "BCC",
  "BA",
  null,
  "OWL",
  "BFH",
  "BWA",
  "BMY",
  "BCO",
  "BRC",
  "BOX",
  "BTI",
  "BLDR",
  "BR",
  "WHD",
  "BURL",
  "CM",
  "CNI",
  "CDNS",
  "CVNA",
  "CARR",
  "CCL",
  "CGAU",
  "CX",
  "CVE",
  "CENX",
  "CNC",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CNX",
  "KOF",
  "CME",
  null,
  "KO",
  "CCEP",
  "CDE",
  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COLM",
  "COP",
  "CVLT",
  "CON",
  "COMP",
  "CNXC",
  "STZ",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CXT",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DFS",
  "DLB",
  "DLR",
  "DOCU",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-18
Total Holdings: 816
Total Value: 1200349711
Accession Number: 0001085146-25-001744
Form Type: 13F-HR
CIK: vise-technologies
Manager Name: Vise-Technologies

Data Enrichment

89% identified

725 identified91 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

816 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 41

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92206C409

Shares:136.5K

Value:$10.6M

% of Portfolio:0.9% ($10.6M/$1.2B)

VISA INC.

V|92826C839

Shares:29.7K

Value:$9.4M

% of Portfolio:0.8% ($9.4M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:11.9K

Value:$9.2M

% of Portfolio:0.8% ($9.2M/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:16.7K

Value:$8.8M

% of Portfolio:0.7% ($8.8M/$1.2B)

921943858

VEA|921943858

Shares:180.9K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.2B)

808524847

SCHH|808524847

Shares:367.4K

Value:$7.7M

% of Portfolio:0.6% ($7.7M/$1.2B)

92206C664

VTWO|92206C664

Shares:81.0K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

NETFLIX INC

NFLX|64110L106

Shares:8.0K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

808524201

SCHX|808524201

Shares:296.2K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:35.3K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

Salesforce, Inc.

CRM|79466L302

Shares:20.0K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:15.8K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:55.4K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.2B)

464288281

Shares:66.0K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.2B)

HDFC BANK LTD

HDB|40415F101

Shares:88.4K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:5.2K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

922907746

VTEB|922907746

Shares:105.8K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

ORACLE CORP

ORCL|68389X105

Shares:30.9K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

Accenture plc

ACN|G1151C101

Shares:14.4K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:13.8K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C409)✕	136.5K	QoQ +7.64% (+9.7K) YoY-	All Managers (Combined)	$10.6M	0.9% ($10.6M/$1.2B)	QoQ +5.73% (+$577.6K) YoY-
VISA INC.(Vcusip92826C839)	29.7K	QoQ +46.91% (+9.5K) YoY-	All Managers (Combined)	$9.4M	0.8% ($9.4M/$1.2B)	QoQ +68.87% (+$3.8M) YoY-
ELI LILLY & Co(LLYcusip532457108)	11.9K	QoQ +57.22% (+4.3K) YoY-	All Managers (Combined)	$9.2M	0.8% ($9.2M/$1.2B)	QoQ +37.00% (+$2.5M) YoY-
Mastercard Inc(MAcusip57636Q104)	16.7K	QoQ +63.89% (+6.5K) YoY-	All Managers (Combined)	$8.8M	0.7% ($8.8M/$1.2B)	QoQ +74.77% (+$3.8M) YoY-
(VEAcusip921943858)	180.9K	QoQ +14.66% (+23.1K) YoY-	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.2B)	QoQ +3.83% (+$319.1K) YoY-
(SCHHcusip808524847)	367.4K	QoQ +4.71% (-16.5K) YoY-	All Managers (Combined)	$7.7M	0.6% ($7.7M/$1.2B)	QoQ -4.82% (-$392.2K) YoY-
(VTWOcusip92206C664)	81.0K	QoQ +0.89% (+720) YoY-	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +0.86% (+$61.9K) YoY-
NETFLIX INC(NFLXcusip64110L106)	8.0K	QoQ +62.78% (+3.1K) YoY-	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +104.56% (+$3.7M) YoY-
(SCHXcusip808524201)	296.2K	QoQ +227.43% (+205.7K) YoY-	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.2B)	QoQ +11.86% (+$728.0K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	35.3K	QoQ +72.76% (+14.9K) YoY-	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ +96.79% (+$3.3M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	20.0K	QoQ +29.56% (+4.6K) YoY-	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ +58.26% (+$2.5M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	15.8K	QoQ +30.99% (+3.7K) YoY-	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.2B)	QoQ +25.75% (+$1.3M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	55.4K	QoQ +29.74% (+12.7K) YoY-	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.2B)	QoQ +19.06% (+$954.6K) YoY-
(cusip464288281)✕	66.0K	QoQ +9.88% (+5.9K) YoY-	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.2B)	QoQ +4.55% (+$255.7K) YoY-
HDFC BANK LTD(HDBcusip40415F101)	88.4K	QoQ +1777.36% (+83.7K) YoY-	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +1816.36% (+$5.4M) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	5.2K	QoQ +46.18% (+1.6K) YoY-	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +73.26% (+$2.3M) YoY-
(VTEBcusip922907746)	105.8K	QoQ +16.23% (+14.8K) YoY-	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ +13.98% (+$650.9K) YoY-
ORACLE CORP(ORCLcusip68389X105)	30.9K	QoQ +10.88% (+3.0K) YoY-	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ +8.43% (+$400.7K) YoY-
Accenture plc(ACNcusipG1151C101)	14.4K	QoQ +35.20% (+3.8K) YoY-	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ +34.56% (+$1.3M) YoY-
CATERPILLAR INC(CATcusip149123101)	13.8K	QoQ +52.59% (+4.7K) YoY-	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +41.52% (+$1.5M) YoY-