☆TWIN CAPITAL MANAGEMENT INC
Quality Q
0.369
AUM ($M)
916
Positions
269
Turnover
0.13
Top-10 wt
35%
Herfindahl
0.019
History (qtrs)
6
Excess Return
-11.8%
AI Eval Run AI Eval
Holdings · 293 positions · portfolio value $916M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | ADD | — | 6.7% | -0.2% | 61.7 | 213,177 | +1,479 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 6.3% | +0.1% | 57.8 | 288,742 | +12,172 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.4% | -0.5% | 40.7 | 108,982 | +4,858 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STOCK CL A | ADD | — | 4.3% | +0.3% | 39.5 | 110,453 | +2,017 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 3.1% | -0.0% | 28.6 | 75,634 | -2,511 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | ADD | — | 3.0% | -0.0% | 27.8 | 116,543 | +2,890 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 2.1% | +1.4% | 19.2 | 16,667 | -446 | 5 | +506.6% |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 2.0% | +0.2% | 18.1 | 15,076 | -153 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.7% | -0.1% | 15.6 | 47,806 | +1,177 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 1.6% | +1.1% | 14.8 | 25,415 | +4,076 | 4 | +168.8% |
| ☆META funds › | META PLATFORMS INC CL A | ADD | — | 1.6% | -0.3% | 14.3 | 25,371 | +802 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 1.5% | -0.0% | 13.6 | 32,354 | +799 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.3% | -0.0% | 12.0 | 47,173 | +4,680 | 5 | — |
| ☆AMAT funds › | APPLIED MATERIALS INC | ADD | — | 1.3% | +0.9% | 11.8 | 16,369 | +7,145 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 1.1% | +0.3% | 10.2 | 9,594 | +126 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBILE CORP | ADD | — | 1.1% | -0.4% | 10.2 | 74,506 | +6,424 | 5 | — |
| ☆KLAC funds › | KLA CORP NEW | ADD | — | 1.1% | +0.2% | 9.8 | 32,329 | +27,605 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP NEW | ADD | — | 1.0% | +0.6% | 9.6 | 22,162 | +5,556 | 4 | +215.2% |
| ☆V funds › | VISA INC CL A | TRIM | — | 1.0% | -0.0% | 9.1 | 26,626 | -56 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.8% | +0.8% | 7.5 | 53,776 | +53,776 | 1 | -44.3% re-entry |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.8% | -0.0% | 7.5 | 7,382 | -99 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC CL B NE | ADD | — | 0.8% | +0.0% | 7.4 | 14,828 | +1,984 | 5 | — |
| ☆PWR funds › | QUANTA SERVICES INC | ADD | — | 0.8% | +0.1% | 7.1 | 9,897 | +232 | 5 | — |
| ☆CSCO funds › | CISCO SYSTEMS INC | TRIM | — | 0.8% | +0.2% | 7.1 | 60,073 | -129 | 5 | — |
| ☆KO funds › | COCA-COLA CO | ADD | — | 0.8% | +0.0% | 7.1 | 86,761 | +11,184 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.8% | +0.2% | 6.9 | 16,577 | +210 | 5 | — |
| ☆WMT funds › | WAL-MART INC | ADD | — | 0.7% | -0.0% | 6.7 | 59,068 | +10,482 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CAP STOCK CL C | TRIM | — | 0.7% | +0.0% | 6.5 | 18,274 | -3 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORP | ADD | — | 0.7% | -0.2% | 6.1 | 6,532 | +26 | 5 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.7% | -0.1% | 6.0 | 40,881 | -483 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.6% | +0.1% | 5.9 | 15,695 | +72 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.6% | -0.2% | 5.8 | 136,232 | +5,636 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.6% | -0.1% | 5.7 | 15,782 | -128 | 5 | — |
| ☆C funds › | CITIGROUP INC NEW | ADD | — | 0.6% | +0.1% | 5.4 | 38,933 | +5,479 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.6% | +0.0% | 5.3 | 10,266 | +1,825 | 5 | — |
| ☆CVX funds › | CHEVRON CORP | ADD | — | 0.6% | -0.1% | 5.3 | 32,045 | +5,452 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.6% | -0.0% | 5.2 | 40,649 | +718 | 5 | — |
| ☆IBM funds › | INTL BUSINESS MACHINES | ADD | — | 0.5% | +0.1% | 4.8 | 17,169 | +2,733 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.5% | -0.1% | 4.6 | 80,607 | +2,387 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.5% | +0.2% | 4.6 | 22,058 | +8,140 | 5 | — |
| ☆PHM funds › | PULTE GROUP INC | TRIM | — | 0.5% | -0.0% | 4.6 | 33,328 | -39 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.5% | -0.1% | 4.5 | 30,754 | +80 | 5 | — |
| ☆NTRS funds › | NORTHERN TRUST CORP | ADD | — | 0.5% | +0.1% | 4.4 | 25,572 | +2,725 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.5% | -0.0% | 4.4 | 27,314 | +265 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.5% | -0.0% | 4.4 | 22,998 | +2,002 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.5% | +0.1% | 4.4 | 3,703 | -15 | 4 | +49.6% |
| ☆FTNT funds › | FORTINET INC | TRIM | — | 0.5% | +0.2% | 4.3 | 28,106 | -51 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED CL A | TRIM | — | 0.4% | -0.2% | 4.0 | 7,880 | -2,195 | 5 | — |
| ☆EOG funds › | EOG RESOURCES INC | ADD | — | 0.4% | -0.0% | 3.9 | 29,870 | +5,890 | 5 | — |
| ☆CBRE funds › | CBRE GROUP INC CL A | ADD | — | 0.4% | -0.1% | 3.8 | 28,543 | +768 | 5 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.4% | -0.0% | 3.8 | 183,886 | +63,733 | 5 | — |
| ☆SNDK funds › | SANDISK CORP | ADD | — | 0.4% | +0.3% | 3.8 | 1,674 | +256 | 2 | +682.7% |
| ☆WDC funds › | WESTERN DIGITAL CORP | TRIM | — | 0.4% | +0.2% | 3.8 | 5,908 | -14 | 2 | +199.5% |
| ☆BNY funds › | BANK NEW YORK MELLON CORP | TRIM | — | 0.4% | +0.0% | 3.7 | 25,551 | -90 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.4% | -0.1% | 3.6 | 41,432 | -292 | 5 | -10.2% |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.4% | -0.0% | 3.6 | 28,252 | +4,286 | 5 | — |
| ☆SCHW funds › | CHARLES SCHWAB CORP | TRIM | — | 0.4% | -0.1% | 3.5 | 37,773 | -15 | 5 | — |
| ☆TJX funds › | TJX COS INC | ADD | — | 0.4% | -0.0% | 3.5 | 22,951 | +3,183 | 5 | — |
| ☆OMC funds › | OMNICOM GROUP INC | ADD | — | 0.4% | -0.0% | 3.5 | 47,505 | +4,040 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.4% | -0.0% | 3.4 | 10,108 | -10 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.4% | -0.1% | 3.4 | 6,641 | +900 | 5 | — |
| ☆JBL funds › | JABIL INC | ADD | — | 0.4% | +0.3% | 3.4 | 8,744 | +6,860 | 2 | +71.2% |
| ☆EME funds › | EMCOR GROUP INC | ADD | — | 0.4% | +0.0% | 3.3 | 3,938 | +621 | 5 | +33.7% |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | ADD | — | 0.4% | +0.2% | 3.2 | 95,477 | +46,107 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.4% | -0.1% | 3.2 | 33,578 | -38 | 5 | — |
| ☆BAC funds › | BANK OF AMERICA CORP | ADD | — | 0.4% | +0.0% | 3.2 | 56,488 | +2,347 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.3% | -0.0% | 3.1 | 9,256 | -46 | 5 | -12.9% |
| ☆WSM funds › | WILLIAMS SONOMA INC | TRIM | — | 0.3% | +0.0% | 3.1 | 13,385 | -86 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | ADD | — | 0.3% | +0.0% | 3.1 | 13,734 | +1,985 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC CL A | ADD | — | 0.3% | -0.1% | 3.1 | 26,574 | +1,245 | 5 | — |
| ☆WST funds › | WEST PHARMACEUTICAL SVSC INC | NEW | — | 0.3% | +0.3% | 3.1 | 8,520 | +8,520 | 1 | +53.5% |
| ☆NEM funds › | NEWMONT CORP | TRIM | — | 0.3% | -0.1% | 3.0 | 32,387 | -11 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.3% | -0.0% | 3.0 | 9,147 | -18 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | ADD | — | 0.3% | +0.0% | 2.9 | 29,657 | +6,833 | 5 | — |
| ☆KIM funds › | KIMCO REALTY CORP | TRIM | — | 0.3% | -0.0% | 2.9 | 114,010 | -390 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.3% | -0.1% | 2.9 | 21,318 | +995 | 5 | — |
| ☆GM funds › | GENERAL MOTORS CO | TRIM | — | 0.3% | -0.0% | 2.9 | 37,393 | -40 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SERVICE INC CL B | TRIM | — | 0.3% | -0.0% | 2.9 | 26,694 | -186 | 3 | -4.6% re-entry |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.3% | +0.2% | 2.9 | 16,836 | +8,329 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.3% | -0.2% | 2.8 | 11,313 | -8,113 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.3% | -0.1% | 2.8 | 28,466 | +480 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | NEW | — | 0.3% | +0.3% | 2.8 | 11,824 | +11,824 | 1 | +74.3% |
| ☆NFLX funds › | NETFLIX INC | TRIM | — | 0.3% | -0.3% | 2.8 | 39,164 | -10,051 | 5 | — |
| ☆KR funds › | KROGER CO | ADD | — | 0.3% | -0.1% | 2.7 | 48,562 | +10,865 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.3% | +0.1% | 2.6 | 14,169 | +2,815 | 5 | — |
| ☆EQIX funds › | EQUINIX INC | ADD | — | 0.3% | +0.0% | 2.5 | 2,429 | +328 | 3 | +39.6% |
| ☆COF funds › | CAPITAL ONE FINANCIAL CORP | TRIM | — | 0.3% | -0.0% | 2.5 | 12,230 | -139 | 5 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.3% | -0.0% | 2.4 | 28,735 | -1,225 | 5 | — |
| ☆CTVA funds › | CORTEVA INC | ADD | — | 0.3% | -0.0% | 2.4 | 28,501 | +3,011 | 5 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE CO | ADD | — | 0.3% | +0.1% | 2.4 | 53,263 | +10,181 | 5 | — |
| ☆STT funds › | STATE STREET CORP | TRIM | — | 0.3% | +0.0% | 2.4 | 14,120 | -91 | 5 | — |
| ☆EMR funds › | EMERSON ELECTRIC CO | TRIM | — | 0.3% | -0.0% | 2.4 | 16,463 | -90 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.3% | -0.0% | 2.3 | 14,983 | +2,832 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | ADD | — | 0.3% | -0.0% | 2.3 | 8,468 | +751 | 5 | — |
| ☆USB funds › | US BANCORP DEL | NEW | — | 0.2% | +0.2% | 2.3 | 37,728 | +37,728 | 1 | +115.4% |
| ☆SYF funds › | SYNCHRONY FINANCIAL | ADD | — | 0.2% | +0.1% | 2.3 | 29,859 | +7,977 | 5 | — |
| ☆AEP funds › | AMERICAN ELECTRIC POWER CO INC | TRIM | — | 0.2% | -0.0% | 2.3 | 16,522 | -163 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINANCIAL INC | TRIM | — | 0.2% | -0.0% | 2.2 | 4,885 | -6 | 5 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 0.2% | +0.1% | 2.2 | 17,063 | +9,132 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.2% | -0.3% | 2.2 | 24,129 | -15,329 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 0.2% | -0.2% | 2.2 | 12,805 | -4,081 | 3 | +86.4% |
| ☆RL funds › | RALPH LAUREN CORP CL A | TRIM | — | 0.2% | -0.0% | 2.2 | 5,362 | -807 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.2% | 2.1 | 5,933 | -4,256 | 5 | — |
| ☆ADM funds › | ARCHER DANIELS MIDLAND CO | TRIM | — | 0.2% | -0.0% | 2.0 | 26,206 | -38 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.2% | +0.0% | 2.0 | 18,965 | -50 | 5 | — |
| ☆CTAS funds › | CINTAS CORP | ADD | — | 0.2% | -0.0% | 2.0 | 11,515 | +1,696 | 5 | — |
| ☆KEYS funds › | KEYSIGHT TECHNOLOGIES INC | TRIM | — | 0.2% | +0.0% | 2.0 | 5,581 | -23 | 2 | +106.7% |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 1.9 | 6,463 | +6,463 | 1 | +186.9% |
| ☆RBA funds › | RB GLOBAL INC | ADD | — | 0.2% | +0.1% | 1.9 | 16,457 | +4,463 | 5 | -43.1% |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.2% | -0.1% | 1.9 | 9,290 | -144 | 5 | — |
| ☆HIG funds › | HARTFORD INSURANCE GROUP INC | TRIM | — | 0.2% | -0.2% | 1.9 | 14,369 | -7,466 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC CL C | ADD | — | 0.2% | +0.1% | 1.9 | 4,296 | +150 | 2 | +1813.8% |
| ☆FDX funds › | FEDEX CORP | ADD | — | 0.2% | -0.1% | 1.8 | 5,892 | +13 | 5 | +39.0% |
| ☆TXN funds › | TEXAS INSTRUMENTS INC | ADD | — | 0.2% | +0.1% | 1.8 | 6,174 | +2,705 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 0.2% | +0.0% | 1.8 | 6,998 | +823 | 5 | — |
| ☆APP funds › | APPLOVIN CORP CL A | ADD | — | 0.2% | +0.0% | 1.8 | 3,501 | +19 | 5 | — |
| ☆F funds › | FORD MOTOR CO | TRIM | — | 0.2% | +0.0% | 1.8 | 128,555 | -1,174 | 5 | — |
| ☆APH funds › | AMPHENOL CORP CL A | ADD | — | 0.2% | +0.0% | 1.8 | 10,033 | +24 | 2 | -3.3% |
| ☆ABNB funds › | AIRBNB INC CL A | ADD | — | 0.2% | -0.0% | 1.7 | 12,174 | +31 | 5 | — |
| ☆DHI funds › | D R HORTON INC | ADD | — | 0.2% | +0.0% | 1.7 | 10,402 | +38 | 5 | — |
| ☆CRL funds › | CHARLES RIVER LABORATORIES INT | NEW | — | 0.2% | +0.2% | 1.7 | 7,367 | +7,367 | 1 | +1213.1% |
| ☆TROW funds › | PRICE T ROWE GROUP INC | TRIM | — | 0.2% | -0.1% | 1.7 | 14,685 | -9,420 | 5 | — |
| ☆DVN funds › | DEVON ENERGY CORP | ADD | — | 0.2% | -0.1% | 1.7 | 39,948 | +2,870 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING INC | ADD | — | 0.2% | -0.0% | 1.6 | 7,339 | +66 | 5 | — |
| ☆RAL funds › | RALLIANT CORP COM | TRIM | — | 0.2% | +0.1% | 1.6 | 21,941 | -81 | 2 | +140.2% |
| ☆PNW funds › | PINNACLE WEST CAP CORP | TRIM | — | 0.2% | -0.0% | 1.6 | 15,079 | -99 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.2% | -0.2% | 1.6 | 3,255 | -3,842 | 5 | — |
| ☆SNPS funds › | SYNOPSYS INC | ADD | — | 0.2% | -0.0% | 1.6 | 3,534 | +5 | 2 | -31.8% re-entry |
| ☆DLR funds › | DIGITAL REALTY TRUST INC | ADD | — | 0.2% | +0.0% | 1.5 | 8,222 | +2,604 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | TRIM | — | 0.2% | -0.0% | 1.5 | 13,388 | -42 | 5 | — |
| ☆ODFL funds › | OLD DOMINION FREIGHT LINE INC | ADD | — | 0.2% | +0.1% | 1.5 | 6,780 | +3,250 | 2 | -11.3% re-entry |
| ☆ISRG funds › | INTUITIVE SURGICAL INC NEW | TRIM | — | 0.2% | -0.1% | 1.5 | 3,665 | -14 | 4 | -40.0% |
| ☆EVRG funds › | EVERGY INC | TRIM | — | 0.2% | -0.0% | 1.5 | 16,804 | -106 | 5 | — |
| ☆UTHR funds › | UNITED THERAPEUTICS CORP | NEW | — | 0.2% | +0.2% | 1.4 | 2,643 | +2,643 | 1 | -65.1% |
| ☆DLTR funds › | DOLLAR TREE INC | ADD | — | 0.2% | -0.0% | 1.4 | 11,753 | +37 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP CL A | TRIM | — | 0.2% | -0.1% | 1.4 | 57,811 | -3,491 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.2% | -0.0% | 1.4 | 58,541 | +5,667 | 5 | — |
| ☆EG funds › | EVEREST GROUP LTD | TRIM | — | 0.2% | -0.0% | 1.4 | 3,946 | -32 | 5 | — |
| ☆ALB funds › | ALBEMARLE CORP | NEW | — | 0.2% | +0.2% | 1.4 | 10,375 | +10,375 | 1 | -89.2% |
| ☆ROST funds › | ROSS STORES INC | NEW | — | 0.2% | +0.2% | 1.4 | 6,567 | +6,567 | 1 | +64.0% re-entry |
| ☆UNP funds › | UNION PACIFIC CORP | ADD | — | 0.2% | +0.0% | 1.4 | 5,115 | +1,809 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | ADD | — | 0.2% | +0.1% | 1.4 | 1,222 | +326 | 5 | — |
| ☆TAP funds › | MOLSON COORS BEVERAGE CO CL B | ADD | — | 0.2% | -0.0% | 1.4 | 35,327 | +99 | 5 | — |
| ☆COR funds › | CENCORA INC | ADD | — | 0.1% | -0.0% | 1.3 | 4,649 | +25 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND CLASS A | TRIM | — | 0.1% | -0.1% | 1.3 | 10,368 | -137 | 5 | — |
| ☆TER funds › | TERADYNE INC | ADD | — | 0.1% | +0.1% | 1.3 | 2,662 | +1,154 | 2 | +59.6% |
| ☆WAB funds › | WABTEC | TRIM | — | 0.1% | -0.0% | 1.3 | 4,725 | -18 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.1% | -0.0% | 1.3 | 2,006 | +1 | 2 | -27.6% |
| ☆TXRH funds › | TEXAS ROADHOUSE INC | ADD | — | 0.1% | +0.0% | 1.3 | 6,579 | +2,264 | 4 | -0.2% |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.1% | +0.1% | 1.3 | 2,512 | +1,890 | 5 | — |
| ☆MDB funds › | MONGODB INC CL A | NEW | — | 0.1% | +0.1% | 1.2 | 3,707 | +3,707 | 1 | +273.8% |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.1% | -0.0% | 1.2 | 13,548 | -49 | 5 | — |
| ☆GNTX funds › | GENTEX CORP | TRIM | — | 0.1% | -0.0% | 1.2 | 48,472 | -297 | 5 | — |
| ☆CRS funds › | CARPENTER TECHNOLOGY CORP | TRIM | — | 0.1% | -0.0% | 1.2 | 1,973 | -1,347 | 4 | +103.1% |
| ☆ROKU funds › | ROKU INC CL A | NEW | — | 0.1% | +0.1% | 1.2 | 8,537 | +8,537 | 1 | +145.5% |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.1% | +0.0% | 1.2 | 7,179 | +1,838 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | TRIM | — | 0.1% | -0.1% | 1.2 | 10,050 | -2,337 | 5 | — |
| ☆MNST funds › | MONSTER BEVERAGE CORP | ADD | — | 0.1% | +0.0% | 1.2 | 12,184 | +1,895 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 1.2 | 12,213 | +12 | 5 | — |
| ☆YETI funds › | YETI HOLDINGS INC | TRIM | — | 0.1% | +0.0% | 1.2 | 23,576 | -93 | 2 | -45.7% |
| ☆TXT funds › | TEXTRON INC | TRIM | — | 0.1% | -0.0% | 1.2 | 12,702 | -20 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.1% | -0.1% | 1.2 | 4,438 | -2 | 5 | — |
| ☆FHN funds › | FIRST HORIZON CORPORATION | TRIM | — | 0.1% | -0.0% | 1.1 | 44,642 | -464 | 5 | — |
| ☆VEEV funds › | VEEVA SYSTEMS INC CL A | NEW | — | 0.1% | +0.1% | 1.1 | 6,359 | +6,359 | 1 | +395.7% |
| ☆VOYA funds › | VOYA FINANCIAL INC | TRIM | — | 0.1% | +0.0% | 1.1 | 12,411 | -127 | 3 | +49.8% |
| ☆RF funds › | REGIONS FINANCIAL CORP | ADD | — | 0.1% | -0.0% | 1.1 | 37,035 | +78 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.1% | -0.0% | 1.1 | 3,144 | +21 | 5 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE INC | ADD | — | 0.1% | +0.0% | 1.1 | 8,989 | +5,271 | 5 | — |
| ☆GPN funds › | GLOBAL PAYMENTS INC | TRIM | — | 0.1% | -0.0% | 1.1 | 15,216 | -873 | 5 | — |
| ☆ITT funds › | ITT INC | TRIM | — | 0.1% | -0.0% | 1.1 | 5,549 | -57 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | TRIM | — | 0.1% | -0.0% | 1.1 | 3,916 | -31 | 5 | — |
| ☆APA funds › | APA CORPORATION | TRIM | — | 0.1% | -0.1% | 1.1 | 33,179 | -8 | 2 | +98.4% |
| ☆AAL funds › | AMERICAN AIRLINES GROUP INC | TRIM | — | 0.1% | +0.0% | 1.1 | 59,096 | -601 | 2 | -25.3% |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 1.1 | 4,745 | +4,745 | 1 | -11.2% |
| ☆AR funds › | ANTERO RESOURCES CORP | TRIM | — | 0.1% | -0.1% | 1.1 | 29,999 | -196 | 4 | -5.2% |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 1.0 | 4,744 | +4,744 | 1 | -104.9% |
| ☆ORI funds › | OLD REPUBLIC INTL CORP | TRIM | — | 0.1% | -0.0% | 1.0 | 25,601 | -165 | 5 | — |
| ☆PNFP funds › | PINNACLE FINANCIAL PARTNERS IN | TRIM | — | 0.1% | -0.0% | 1.0 | 10,345 | -105 | 2 | -2.8% |
| ☆INCY funds › | INCYTE CORP | TRIM | — | 0.1% | +0.0% | 1.0 | 9,198 | -94 | 2 | +10.8% |
| ☆AYI funds › | ACUITY BRANDS INC | TRIM | — | 0.1% | +0.0% | 1.0 | 2,760 | -27 | 2 | +2.5% |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 0.1% | +0.1% | 1.0 | 2,587 | +1,501 | 2 | +4.2% |
| ☆CHDN funds › | CHURCHILL DOWNS INC | TRIM | — | 0.1% | -0.0% | 1.0 | 11,318 | -114 | 2 | -24.8% |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.1% | +0.0% | 1.0 | 3,435 | +1,103 | 5 | — |
| ☆CF funds › | CF INDUSTRIES HOLDINGS INC | ADD | — | 0.1% | -0.0% | 1.0 | 9,020 | +13 | 3 | +46.6% |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.1% | +0.0% | 1.0 | 2,289 | +36 | 5 | — |
| ☆PCG funds › | PG&E CORP | TRIM | — | 0.1% | -0.0% | 1.0 | 57,822 | -232 | 4 | -2.0% |
| ☆IVZ funds › | INVESCO LTD | ADD | — | 0.1% | -0.0% | 1.0 | 36,702 | +714 | 5 | — |
| ☆MPWR funds › | MONOLITHIC POWER SYSTEMS INC | ADD | — | 0.1% | +0.0% | 1.0 | 700 | +5 | 3 | +59.8% |
| ☆EBAY funds › | EBAY INC | ADD | — | 0.1% | +0.0% | 1.0 | 8,646 | +45 | 5 | — |
| ☆BIIB funds › | BIOGEN INC | ADD | — | 0.1% | +0.0% | 1.0 | 4,465 | +35 | 2 | -16.1% re-entry |
| ☆EXPE funds › | EXPEDIA GROUP INC NEW | ADD | — | 0.1% | +0.0% | 1.0 | 3,763 | +978 | 5 | — |
| ☆WLK funds › | WESTLAKE CORPORATION | NEW | — | 0.1% | +0.1% | 1.0 | 13,135 | +13,135 | 1 | -66.8% |
| ☆ULTA funds › | ULTA BEAUTY INC | TRIM | — | 0.1% | -0.0% | 0.9 | 2,044 | -13 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 0.1% | -0.0% | 0.9 | 1,836 | -43 | 4 | +6.8% |
| ☆HALO funds › | HALOZYME THERAPEUTICS INC | TRIM | — | 0.1% | +0.0% | 0.9 | 11,348 | -74 | 3 | +32.9% |
| ☆DDS funds › | DILLARDS INC CL A | TRIM | — | 0.1% | -0.0% | 0.9 | 1,642 | -16 | 2 | -59.9% |
| ☆GRMN funds › | GARMIN LTD | ADD | — | 0.1% | -0.0% | 0.9 | 3,643 | +26 | 5 | — |
| ☆DLB funds › | DOLBY LABORATORIES INC CL A | TRIM | — | 0.1% | -0.0% | 0.9 | 16,364 | -167 | 2 | -33.2% |
| ☆WFC funds › | WELLS FARGO CO | TRIM | — | 0.1% | -0.4% | 0.9 | 10,398 | -39,439 | 5 | — |
| ☆CE funds › | CELANESE CORP | ADD | — | 0.1% | -0.1% | 0.9 | 18,662 | +43 | 3 | +9.0% |
| ☆CPRT funds › | COPART INC | NEW | — | 0.1% | +0.1% | 0.9 | 30,432 | +30,432 | 1 | -45.1% |
| ☆REXR funds › | REXFORD INDUSTRIAL REALTY INC | ADD | — | 0.1% | -0.0% | 0.9 | 25,415 | +44 | 5 | — |
| ☆VST funds › | VISTRA CORP | ADD | — | 0.1% | -0.0% | 0.8 | 5,333 | +23 | 2 | -59.0% |
| ☆PNC funds › | PNC FINANCIAL SERVICES GROUP I | HOLD | — | 0.1% | +0.0% | 0.8 | 3,321 | +0 | 5 | — |
| ☆OXY funds › | OCCIDENTAL PETROLEUM CORP | NEW | — | 0.1% | +0.1% | 0.8 | 16,685 | +16,685 | 1 | -31.5% re-entry |
| ☆PH funds › | PARKER-HANNIFIN CORP | ADD | — | 0.1% | -0.0% | 0.8 | 823 | +3 | 2 | -21.5% |
| ☆DAL funds › | DELTA AIR LINES INC | TRIM | — | 0.1% | +0.0% | 0.8 | 8,545 | -42 | 5 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | ADD | — | 0.1% | +0.0% | 0.8 | 14,108 | +30 | 5 | — |
| ☆ZM funds › | ZOOM COMMUNICATIONS INC CL A | TRIM | — | 0.1% | -0.0% | 0.8 | 9,173 | -94 | 2 | +12.7% |
| ☆ACGL funds › | ARCH CAPITAL GROUP LTD | TRIM | — | 0.1% | -0.0% | 0.8 | 8,127 | -50 | 5 | — |
| ☆NUE funds › | NUCOR CORP | HOLD | — | 0.1% | +0.0% | 0.8 | 3,497 | +0 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTL PLC | ADD | — | 0.1% | -0.0% | 0.8 | 5,331 | +8 | 2 | -12.9% |
| ☆UAL funds › | UNITED AIRLINES HOLDINGS INC | TRIM | — | 0.1% | -0.0% | 0.8 | 5,720 | -3,237 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | ADD | — | 0.1% | -0.0% | 0.8 | 8,517 | +31 | 5 | — |
| ☆ADSK funds › | AUTODESK INC | TRIM | — | 0.1% | -0.0% | 0.8 | 3,911 | -9 | 5 | — |
| ☆GEN funds › | GEN DIGITAL INC | TRIM | — | 0.1% | -0.0% | 0.8 | 30,444 | -22,375 | 5 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | TRIM | — | 0.1% | -0.0% | 0.7 | 1,201 | -12 | 4 | +17.3% |
| ☆NRG funds › | NRG ENERGY INC NEW | ADD | — | 0.1% | -0.0% | 0.7 | 5,113 | +23 | 4 | -36.1% |
| ☆CTSH funds › | COGNIZANT TECHNOLOGY SOLUTIONS | ADD | — | 0.1% | -0.0% | 0.7 | 19,141 | +6,127 | 5 | — |
| ☆ETR funds › | ENTERGY CORP | HOLD | — | 0.1% | -0.0% | 0.7 | 6,263 | +0 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.1% | +0.0% | 0.7 | 6,987 | +928 | 4 | -0.1% |
| ☆NTAP funds › | NETAPP INC | ADD | — | 0.1% | +0.0% | 0.7 | 4,602 | +3 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 0.1% | -0.0% | 0.7 | 3,252 | +6 | 5 | — |
| ☆HST funds › | HOST HOTELS & RESORTS INC | ADD | — | 0.1% | +0.0% | 0.7 | 29,916 | +52 | 5 | — |
| ☆DRI funds › | DARDEN RESTAURANTS INC | ADD | — | 0.1% | -0.0% | 0.7 | 3,410 | +5 | 5 | — |
| ☆DTE funds › | DTE ENERGY CO | ADD | — | 0.1% | -0.0% | 0.7 | 4,600 | +7 | 5 | — |
| ☆SJM funds › | SMUCKER J M CO NEW | TRIM | — | 0.1% | -0.0% | 0.7 | 6,082 | -178 | 5 | — |
| ☆AA funds › | ALCOA CORP | TRIM | — | 0.1% | -0.0% | 0.7 | 12,961 | -15 | 5 | — |
| ☆LOPE funds › | GRAND CANYON ED INC | TRIM | — | 0.1% | -0.0% | 0.7 | 4,602 | -30 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.3% | 0.6 | 8,064 | -26,786 | 5 | — |
| ☆HCA funds › | HCA HEALTHCARE INC | ADD | — | 0.1% | +0.0% | 0.6 | 1,595 | +565 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | ADD | — | 0.1% | -0.0% | 0.6 | 3,859 | +12 | 2 | -45.8% |
| ☆AEE funds › | AMEREN CORP | ADD | — | 0.1% | -0.0% | 0.6 | 5,400 | +8 | 5 | -12.7% |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.1% | +0.0% | 0.6 | 854 | +0 | 5 | — |
| ☆AVY funds › | AVERY DENNISON CORP | ADD | — | 0.1% | -0.0% | 0.6 | 3,723 | +467 | 2 | -45.2% |
| ☆RMD funds › | RESMED INC | TRIM | — | 0.1% | -0.0% | 0.6 | 3,043 | -473 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.1% | -0.0% | 0.6 | 1,161 | +2 | 2 | -61.3% |
| ☆ACI funds › | ALBERTSONS COS INC COMMON STOC | TRIM | — | 0.1% | -0.0% | 0.6 | 43,551 | -361 | 5 | — |
| ☆JKHY funds › | HENRY JACK & ASSOC INC | TRIM | — | 0.1% | -0.0% | 0.6 | 4,270 | -44 | 2 | -36.7% |
| ☆BR funds › | BROADRIDGE FINANCIAL SOLUTIONS | ADD | — | 0.1% | -0.0% | 0.6 | 4,152 | +6 | 2 | -32.7% |
| ☆TPR funds › | TAPESTRY INC | NEW | — | 0.1% | +0.1% | 0.5 | 3,752 | +3,752 | 1 | -29.9% |
| ☆J funds › | JACOBS SOLUTIONS INC | ADD | — | 0.1% | -0.0% | 0.5 | 4,230 | +63 | 5 | — |
| ☆PEG funds › | PUBLIC SERVICE ENTERPRISE GROU | ADD | — | 0.1% | -0.0% | 0.5 | 6,535 | +24 | 5 | — |
| ☆TSN funds › | TYSON FOODS INC CL A | ADD | — | 0.1% | -0.0% | 0.5 | 9,074 | +33 | 5 | — |
| ☆PFG funds › | PRINCIPAL FINANCIAL GROUP INC | ADD | — | 0.1% | +0.0% | 0.5 | 4,779 | +5 | 5 | — |
| ☆PYPL funds › | PAYPAL HOLDINGS INC | ADD | — | 0.1% | +0.0% | 0.5 | 11,735 | +2,366 | 5 | — |
| ☆AGGY funds › | WISDOMTREE YIELD ENHANCED U.S. | NEW | — | 0.1% | +0.1% | 0.5 | 11,536 | +11,536 | 1 | -23.3% |
| ☆RJF funds › | RAYMOND JAMES FINANCIAL INC | TRIM | — | 0.1% | -0.1% | 0.5 | 3,287 | -3,059 | 5 | — |
| ☆XYL funds › | XYLEM INC | ADD | — | 0.1% | -0.0% | 0.5 | 4,200 | +27 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.1% | -0.4% | 0.5 | 3,910 | -23,685 | 5 | — |
| ☆EXE funds › | EXPAND ENERGY CORPORATION | ADD | — | 0.1% | -0.0% | 0.5 | 5,096 | +8 | 2 | -43.7% |
| ☆GPC funds › | GENUINE PARTS CO | ADD | — | 0.0% | -0.0% | 0.4 | 3,794 | +25 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 0.0% | +0.0% | 0.4 | 1,665 | -23 | 2 | +33.4% |
| ☆BBY funds › | BEST BUY INC | ADD | — | 0.0% | +0.0% | 0.4 | 5,432 | +36 | 5 | — |
| ☆CBOE funds › | CBOE GLOBAL MKTS INC | ADD | — | 0.0% | -0.0% | 0.4 | 1,696 | +1 | 2 | -21.7% |
| ☆MCD funds › | MCDONALDS CORP | NEW | — | 0.0% | +0.0% | 0.4 | 1,467 | +1,467 | 1 | -35.2% re-entry |
| ☆CHTR funds › | CHARTER COMMUNICATIONS INC CL | ADD | — | 0.0% | -0.0% | 0.4 | 2,644 | +4 | 2 | -90.1% |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.0% | -0.1% | 0.4 | 1,636 | -3,535 | 3 | -26.4% re-entry |
| ☆FIX funds › | COMFORT SYSTEMS USA INC | HOLD | — | 0.0% | +0.0% | 0.4 | 182 | +0 | 2 | +47.4% |
| ☆FIS funds › | FIDELITY NATL INFORMATION SERV | ADD | — | 0.0% | -0.0% | 0.4 | 9,222 | +99 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC CL A | HOLD | — | 0.0% | -0.0% | 0.4 | 6,129 | +0 | 5 | — |
| ☆SYY funds › | SYSCO CORP | ADD | — | 0.0% | -0.0% | 0.3 | 4,180 | +16 | 2 | -43.8% |
| ☆FAST funds › | FASTENAL CO | ADD | — | 0.0% | -0.0% | 0.3 | 6,794 | +134 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PLC | NEW | — | 0.0% | +0.0% | 0.3 | 306 | +306 | 1 | +187.3% |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,411 | +0 | 2 | -20.0% re-entry |
| ☆APD funds › | AIR PRODS & CHEMS INC | NEW | — | 0.0% | +0.0% | 0.2 | 827 | +827 | 1 | +3.1% |
| ☆CME funds › | CME GROUP INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,084 | +0 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.0% | -0.2% | 0.2 | 752 | -4,174 | 5 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 0.0% | -0.3% | 0.2 | 800 | -7,419 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -13,230 | 0 | — |
| ☆CDW funds › | CDW CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -6,015 | 0 | -90.9% |
| ☆NSC funds › | NORFOLK SOUTHERN CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,387 | 0 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -735 | 0 | — |
| ☆SLB funds › | SCHLUMBERGER LTD STOCK | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,923 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -33,420 | 0 | — |
| ☆FSLR funds › | FIRST SOLAR INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,310 | 0 | -24.7% |
| ☆BLK funds › | BLACKROCK INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -305 | 0 | -25.2% |
| ☆TDC funds › | TERADATA CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -21,019 | 0 | — |
| ☆STLD funds › | STEEL DYNAMICS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,475 | 0 | +66.8% |
| ☆TDY funds › | TELEDYNE TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,660 | 0 | -57.5% |
| ☆DPZ funds › | DOMINOS PIZZA INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,887 | 0 | — |
| ☆SF funds › | STIFEL FINANCIAL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,709 | 0 | — |
| ☆CUBE funds › | CUBESMART | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,587 | 0 | -32.1% |
| ☆Q funds › | QNITY ELECTRONICS INC COMMON S | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,820 | 0 | +181.2% |
| ☆NKE funds › | NIKE INC CL B | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,748 | 0 | -74.6% |
| ☆PPG funds › | PPG INDUSTRIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,900 | 0 | — |
| ☆XP funds › | XP INC CL A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -36,376 | 0 | -79.4% |
| ☆LNG funds › | CHENIERE ENERGY INC NEW | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,313 | 0 | +9.3% |
| ☆CRUS funds › | CIRRUS LOGIC INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -9,124 | 0 | +14.3% |
| ☆WMB funds › | WILLIAMS COS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,546 | 0 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC NEW | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,825 | 0 | — |
| ☆BROS funds › | DUTCH BROTHERS INC CL A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -18,506 | 0 | -20.2% |
| ☆SNA funds › | SNAP ON INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,786 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 916 | 269 | 0.13 | 35% | 0.019 | 0.367 | — | in |
| 2026Q1 | 776 | 271 | 0.12 | 35% | 0.019 | 0.382 | — | in |
| 2025Q4 | 806 | 252 | 0.08 | 39% | 0.021 | 0.438 | — | in |
| 2025Q3 | 794 | 259 | 0.11 | 38% | 0.021 | 0.386 | — | in |
| 2025Q2 | 941 | 256 | 0.12 | 36% | 0.019 | 0.415 | — | entered |
| 2025Q1 | 857 | 291 | 0.00 | 32% | 0.017 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status