☆CORNERCAP INVESTMENT COUNSEL INC
Quality Q
0.134
AUM ($M)
203
Positions
151
Turnover
0.07
Top-10 wt
15%
Herfindahl
0.008
History (qtrs)
4
Excess Return
-9.0%
AI Eval Run AI Eval
Holdings · 156 positions · portfolio value $203M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆JNJ funds › | Johnson & Johnson | TRIM | — | 2.2% | +0.0% | 4.5 | 21,729 | -2,254 | 3 | — |
| ☆WFC funds › | Wells Fargo & Co | TRIM | — | 1.9% | +0.2% | 3.9 | 42,336 | -580 | 3 | — |
| ☆CSCO funds › | Cisco Systems Inc | TRIM | — | 1.8% | +0.2% | 3.7 | 48,254 | -660 | 3 | — |
| ☆C funds › | Citigroup Inc | TRIM | — | 1.5% | +0.2% | 3.1 | 26,361 | -360 | 3 | — |
| ☆NEM funds › | Newmont Corp | TRIM | — | 1.4% | +0.2% | 2.8 | 28,499 | -388 | 3 | — |
| ☆GOOGL funds › | Alphabet Inc | TRIM | — | 1.4% | +0.3% | 2.8 | 8,821 | -120 | 3 | — |
| ☆LRCX funds › | Lam Research Corp | TRIM | — | 1.3% | +0.3% | 2.7 | 15,778 | -216 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | TRIM | — | 1.3% | -0.0% | 2.7 | 8,288 | -112 | 3 | — |
| ☆MRK funds › | Merck & Co Inc | TRIM | — | 1.2% | +0.2% | 2.5 | 23,591 | -324 | 3 | — |
| ☆ABBV funds › | AbbVie Inc | TRIM | — | 1.2% | -0.0% | 2.4 | 10,529 | -144 | 3 | — |
| ☆COP funds › | ConocoPhillips | TRIM | — | 1.2% | -0.0% | 2.4 | 25,356 | -348 | 3 | — |
| ☆CVS funds › | CVS Health Corp | TRIM | — | 1.1% | +0.0% | 2.2 | 28,227 | -387 | 3 | — |
| ☆SCHW funds › | Charles Schwab Corp/The | TRIM | — | 1.1% | +0.0% | 2.2 | 22,287 | -304 | 3 | — |
| ☆META funds › | Meta Platforms Inc | TRIM | — | 1.0% | -0.1% | 2.1 | 3,157 | -40 | 3 | — |
| ☆CUSIP:438516106 funds › | Honeywell International Inc | TRIM | — | 1.0% | -0.1% | 2.0 | 10,358 | -140 | 3 | — |
| ☆BMY funds › | Bristol-Myers Squibb Co | TRIM | — | 1.0% | +0.1% | 2.0 | 37,213 | -508 | 3 | — |
| ☆ULTA funds › | ULTA BEAUTY INC | TRIM | — | 1.0% | +0.1% | 2.0 | 3,309 | -44 | 3 | — |
| ☆CVX funds › | Chevron Corp | TRIM | — | 1.0% | -0.0% | 2.0 | 13,036 | -176 | 3 | — |
| ☆EA funds › | Electronic Arts Inc | TRIM | — | 1.0% | -0.0% | 2.0 | 9,558 | -128 | 3 | — |
| ☆RF funds › | Regions Financial Corp | TRIM | — | 0.9% | +0.0% | 1.9 | 70,187 | -964 | 3 | — |
| ☆TFC funds › | TRUIST FINANCIAL CORP | TRIM | — | 0.9% | +0.0% | 1.9 | 37,701 | -516 | 3 | — |
| ☆LDOS funds › | Leidos Holdings Inc | TRIM | — | 0.9% | -0.1% | 1.8 | 10,173 | -136 | 3 | — |
| ☆BAC funds › | Bank of America Corp | TRIM | — | 0.9% | +0.0% | 1.8 | 32,847 | -448 | 3 | — |
| ☆NTRS funds › | Northern Trust Corp | TRIM | — | 0.9% | -0.0% | 1.8 | 13,200 | -180 | 3 | — |
| ☆HIG funds › | Hartford Insurance Group Inc/T | TRIM | — | 0.9% | +0.0% | 1.8 | 12,761 | -172 | 3 | — |
| ☆MA funds › | Mastercard Inc | TRIM | — | 0.9% | -0.0% | 1.7 | 3,048 | -30 | 3 | — |
| ☆TER funds › | Teradyne Inc | TRIM | — | 0.8% | +0.2% | 1.7 | 8,860 | -120 | 3 | — |
| ☆AMZN funds › | Amazon.com Inc | NEW | — | 0.8% | +0.8% | 1.7 | 7,420 | +7,420 | 1 | -6.8% |
| ☆GEHC funds › | GE HealthCare Technologies Inc | TRIM | — | 0.8% | +0.1% | 1.7 | 20,771 | -284 | 3 | — |
| ☆CAH funds › | Cardinal Health Inc | NEW | — | 0.8% | +0.8% | 1.7 | 8,289 | +8,289 | 1 | -3.9% |
| ☆GILD funds › | Gilead Sciences Inc | TRIM | — | 0.8% | +0.1% | 1.7 | 13,725 | -188 | 3 | — |
| ☆TSN funds › | Tyson Foods Inc | TRIM | — | 0.8% | +0.0% | 1.7 | 28,558 | -392 | 3 | — |
| ☆TMO funds › | Thermo Fisher Scientific Inc | TRIM | — | 0.8% | +0.1% | 1.7 | 2,866 | -36 | 3 | — |
| ☆RTX funds › | RTX Corp | TRIM | — | 0.8% | -0.0% | 1.7 | 9,037 | -1,130 | 3 | — |
| ☆HAL funds › | Halliburton Co | NEW | — | 0.8% | +0.8% | 1.7 | 58,395 | +58,395 | 1 | +20.0% |
| ☆V funds › | Visa Inc | TRIM | — | 0.8% | +0.0% | 1.6 | 4,702 | -64 | 3 | — |
| ☆USB funds › | US Bancorp | TRIM | — | 0.8% | +0.1% | 1.6 | 30,308 | -416 | 3 | — |
| ☆EXPE funds › | Expedia Group Inc | TRIM | — | 0.8% | -0.1% | 1.6 | 5,691 | -2,669 | 3 | — |
| ☆TRV funds › | Travelers Cos Inc/The | TRIM | — | 0.8% | +0.0% | 1.6 | 5,521 | -72 | 3 | — |
| ☆BKNG funds › | Booking Holdings Inc | TRIM | — | 0.8% | -0.2% | 1.6 | 299 | -76 | 3 | — |
| ☆EBAY funds › | eBay Inc | TRIM | — | 0.8% | -0.1% | 1.6 | 18,356 | -252 | 3 | — |
| ☆VST funds › | Vistra Corp | TRIM | — | 0.8% | -0.2% | 1.6 | 9,865 | -132 | 3 | — |
| ☆DVN funds › | Devon Energy Corp | TRIM | — | 0.8% | +0.0% | 1.6 | 43,381 | -596 | 3 | — |
| ☆CAT funds › | Caterpillar Inc | TRIM | — | 0.8% | -0.1% | 1.6 | 2,756 | -1,119 | 3 | — |
| ☆SSNC funds › | SS&C Technologies Holdings Inc | TRIM | — | 0.8% | -0.0% | 1.6 | 18,011 | -244 | 3 | — |
| ☆MMM funds › | 3M Co | TRIM | — | 0.8% | +0.0% | 1.6 | 9,829 | -132 | 3 | — |
| ☆SLB funds › | SLB Ltd | TRIM | — | 0.8% | +0.1% | 1.6 | 40,994 | -560 | 3 | — |
| ☆HCA funds › | HCA Healthcare Inc | TRIM | — | 0.8% | -0.2% | 1.6 | 3,365 | -1,206 | 3 | — |
| ☆KMB funds › | Kimberly-Clark Corp | ADD | — | 0.8% | +0.2% | 1.6 | 15,566 | +6,277 | 3 | — |
| ☆MSFT funds › | Microsoft Corp | TRIM | — | 0.8% | -0.1% | 1.6 | 3,244 | -44 | 3 | — |
| ☆PEP funds › | PepsiCo Inc | TRIM | — | 0.8% | -0.0% | 1.6 | 10,917 | -148 | 3 | — |
| ☆WM funds › | Waste Management Inc | TRIM | — | 0.8% | -0.0% | 1.6 | 7,073 | -96 | 2 | -21.5% |
| ☆MCO funds › | Moody's Corp | TRIM | — | 0.8% | +0.0% | 1.6 | 3,036 | -40 | 3 | — |
| ☆DIS funds › | Walt Disney Co/The | TRIM | — | 0.8% | -0.0% | 1.6 | 13,629 | -184 | 3 | — |
| ☆MO funds › | Altria Group Inc | TRIM | — | 0.8% | -0.1% | 1.5 | 26,857 | -368 | 3 | — |
| ☆SPGI funds › | S&P Global Inc | TRIM | — | 0.8% | +0.0% | 1.5 | 2,938 | -40 | 3 | — |
| ☆ZM funds › | Zoom Communications Inc | TRIM | — | 0.8% | +0.0% | 1.5 | 17,670 | -240 | 3 | — |
| ☆WTW funds › | Willis Towers Watson PLC | TRIM | — | 0.7% | -0.1% | 1.5 | 4,610 | -60 | 3 | — |
| ☆PPL funds › | PPL Corp | TRIM | — | 0.7% | -0.1% | 1.5 | 43,120 | -592 | 3 | — |
| ☆CMCSA funds › | Comcast Corp | TRIM | — | 0.7% | -0.1% | 1.5 | 50,379 | -692 | 3 | — |
| ☆FNF funds › | Fidelity National Financial In | TRIM | — | 0.7% | -0.1% | 1.5 | 27,501 | -376 | 3 | — |
| ☆KR funds › | Kroger Co/The | TRIM | — | 0.7% | -0.1% | 1.5 | 23,665 | -324 | 3 | — |
| ☆SYY funds › | Sysco Corp | TRIM | — | 0.7% | -0.1% | 1.5 | 19,835 | -272 | 3 | — |
| ☆PFE funds › | Pfizer Inc | TRIM | — | 0.7% | -0.0% | 1.5 | 58,478 | -800 | 3 | — |
| ☆XEL funds › | Xcel Energy Inc | TRIM | — | 0.7% | -0.1% | 1.4 | 19,627 | -268 | 3 | — |
| ☆TXT funds › | Textron Inc | TRIM | — | 0.7% | +0.0% | 1.4 | 16,591 | -228 | 3 | — |
| ☆CSX funds › | CSX Corp | TRIM | — | 0.7% | -0.0% | 1.4 | 39,861 | -544 | 3 | — |
| ☆CUSIP:127097103 funds › | Coterra Energy Inc | TRIM | — | 0.7% | +0.1% | 1.4 | 54,768 | -752 | 3 | — |
| ☆DUK funds › | Duke Energy Corp | TRIM | — | 0.7% | -0.1% | 1.4 | 12,199 | -164 | 3 | — |
| ☆MET funds › | MetLife Inc | TRIM | — | 0.7% | -0.0% | 1.4 | 18,097 | -248 | 3 | — |
| ☆CL funds › | Colgate-Palmolive Co | TRIM | — | 0.7% | -0.0% | 1.4 | 18,007 | -244 | 2 | -11.2% |
| ☆FDX funds › | FedEx Corp | TRIM | — | 0.7% | +0.1% | 1.4 | 4,909 | -64 | 3 | — |
| ☆LMT funds › | Lockheed Martin Corp | TRIM | — | 0.7% | -0.0% | 1.4 | 2,905 | -36 | 3 | — |
| ☆BX funds › | Blackstone Inc | TRIM | — | 0.7% | -0.1% | 1.4 | 9,016 | -120 | 2 | -34.8% |
| ☆AMAT funds › | Applied Materials Inc | TRIM | — | 0.7% | +0.1% | 1.4 | 5,357 | -72 | 3 | — |
| ☆PM funds › | Philip Morris International In | TRIM | — | 0.7% | -0.0% | 1.4 | 8,449 | -116 | 3 | — |
| ☆ZTS funds › | Zoetis Inc | TRIM | — | 0.7% | -0.1% | 1.4 | 10,771 | -148 | 2 | -73.4% |
| ☆PFG funds › | Principal Financial Group Inc | TRIM | — | 0.7% | +0.0% | 1.4 | 15,312 | -208 | 3 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC | TRIM | — | 0.7% | +0.0% | 1.3 | 3,808 | -52 | 3 | — |
| ☆BR funds › | Broadridge Financial Solutions | TRIM | — | 0.7% | -0.1% | 1.3 | 5,961 | -80 | 3 | — |
| ☆MSCI funds › | MSCI Inc | TRIM | — | 0.7% | -0.0% | 1.3 | 2,312 | -28 | 3 | — |
| ☆QCOM funds › | QUALCOMM Inc | TRIM | — | 0.7% | +0.0% | 1.3 | 7,718 | -104 | 3 | — |
| ☆TMUS funds › | T-Mobile US Inc | TRIM | — | 0.6% | -0.1% | 1.3 | 6,419 | -88 | 3 | — |
| ☆LEN funds › | Lennar Corp | TRIM | — | 0.6% | -0.2% | 1.3 | 12,663 | -172 | 3 | — |
| ☆AMD funds › | Advanced Micro Devices Inc | TRIM | — | 0.6% | -0.1% | 1.3 | 6,075 | -2,692 | 3 | — |
| ☆ADBE funds › | Adobe Inc | TRIM | — | 0.6% | -0.0% | 1.3 | 3,714 | -48 | 3 | — |
| ☆WDAY funds › | Workday Inc | TRIM | — | 0.6% | -0.1% | 1.3 | 5,942 | -80 | 3 | — |
| ☆NTAP funds › | NetApp Inc | TRIM | — | 0.6% | -0.1% | 1.3 | 11,797 | -160 | 3 | — |
| ☆ACN funds › | Accenture PLC | TRIM | — | 0.6% | +0.0% | 1.3 | 4,707 | -64 | 3 | — |
| ☆OXY funds › | Occidental Petroleum Corp | TRIM | — | 0.6% | -0.1% | 1.2 | 29,866 | -408 | 3 | — |
| ☆VZ funds › | Verizon Communications Inc | TRIM | — | 0.6% | -0.1% | 1.2 | 29,891 | -408 | 3 | — |
| ☆KHC funds › | Kraft Heinz Co/The | TRIM | — | 0.6% | -0.1% | 1.2 | 48,464 | -664 | 3 | — |
| ☆CMI funds › | Cummins Inc | TRIM | — | 0.6% | +0.1% | 1.1 | 2,249 | -28 | 3 | — |
| ☆CRM funds › | Salesforce Inc | TRIM | — | 0.6% | +0.0% | 1.1 | 4,329 | -56 | 3 | — |
| ☆AVY funds › | Avery Dennison Corp | TRIM | — | 0.6% | +0.0% | 1.1 | 6,259 | -84 | 3 | — |
| ☆CUSIP:436440101 funds › | Hologic Inc | TRIM | — | 0.6% | +0.0% | 1.1 | 15,223 | -208 | 3 | — |
| ☆EOG funds › | EOG Resources Inc | TRIM | — | 0.5% | -0.1% | 1.1 | 10,542 | -144 | 3 | — |
| ☆COF funds › | Capital One Financial Corp | TRIM | — | 0.5% | +0.1% | 1.1 | 4,547 | -60 | 3 | — |
| ☆MS funds › | Morgan Stanley | TRIM | — | 0.5% | +0.0% | 1.1 | 6,174 | -84 | 3 | — |
| ☆ETR funds › | Entergy Corp | TRIM | — | 0.5% | -0.0% | 1.1 | 11,807 | -160 | 3 | — |
| ☆APTV funds › | Aptiv PLC | TRIM | — | 0.5% | -0.1% | 1.1 | 14,255 | -192 | 3 | — |
| ☆CI funds › | Cigna Group/The | TRIM | — | 0.5% | -0.0% | 1.1 | 3,879 | -52 | 3 | — |
| ☆TEAM funds › | Atlassian Corp | TRIM | — | 0.5% | -0.0% | 1.1 | 6,512 | -88 | 3 | — |
| ☆FTV funds › | Fortive Corp | TRIM | — | 0.5% | +0.0% | 1.1 | 19,089 | -260 | 3 | — |
| ☆TJX funds › | TJX Cos Inc/The | TRIM | — | 0.5% | +0.0% | 1.1 | 6,851 | -92 | 3 | — |
| ☆TEL funds › | TE Connectivity PLC | TRIM | — | 0.5% | +0.0% | 1.0 | 4,615 | -60 | 3 | — |
| ☆UPS funds › | United Parcel Service Inc | TRIM | — | 0.5% | +0.1% | 1.0 | 9,895 | -133 | 3 | — |
| ☆LHX funds › | L3Harris Technologies Inc | TRIM | — | 0.5% | -0.0% | 0.9 | 3,120 | -40 | 3 | — |
| ☆WAB funds › | Westinghouse Air Brake Technol | TRIM | — | 0.4% | +0.0% | 0.9 | 4,261 | -56 | 3 | — |
| ☆PNR funds › | Pentair PLC | TRIM | — | 0.4% | -0.0% | 0.8 | 8,016 | -108 | 3 | — |
| ☆CTVA funds › | Corteva Inc | TRIM | — | 0.4% | -0.0% | 0.8 | 12,413 | -168 | 3 | — |
| ☆NI funds › | NiSource Inc | TRIM | — | 0.4% | -0.0% | 0.8 | 19,507 | -268 | 3 | — |
| ☆EGP funds › | EastGroup Properties Inc | TRIM | — | 0.4% | +0.0% | 0.8 | 4,526 | -60 | 2 | +6.9% |
| ☆UNH funds › | UnitedHealth Group Inc | TRIM | — | 0.4% | -0.0% | 0.8 | 2,385 | -32 | 3 | — |
| ☆CUSIP:32054K103 funds › | First Industrial Realty Trust | TRIM | — | 0.4% | +0.0% | 0.8 | 13,737 | -188 | 3 | — |
| ☆STAG funds › | STAG Industrial Inc | NEW | — | 0.4% | +0.4% | 0.8 | 21,381 | +21,381 | 1 | -27.1% |
| ☆D funds › | Dominion Energy Inc | TRIM | — | 0.4% | -0.0% | 0.8 | 13,407 | -184 | 3 | — |
| ☆EVRG funds › | Evergy Inc | TRIM | — | 0.4% | -0.0% | 0.8 | 10,743 | -144 | 3 | — |
| ☆DOV funds › | Dover Corp | TRIM | — | 0.4% | +0.0% | 0.8 | 3,987 | -52 | 3 | — |
| ☆CTSH funds › | Cognizant Technology Solutions | TRIM | — | 0.4% | +0.1% | 0.8 | 9,185 | -124 | 3 | — |
| ☆LAMR funds › | Lamar Advertising Co | TRIM | — | 0.4% | +0.0% | 0.7 | 5,773 | -76 | 3 | — |
| ☆VEEV funds › | Veeva Systems Inc | TRIM | — | 0.4% | -0.1% | 0.7 | 3,261 | -44 | 3 | — |
| ☆WPC funds › | WP Carey Inc | TRIM | — | 0.4% | -0.0% | 0.7 | 11,131 | -152 | 3 | — |
| ☆ZBRA funds › | Zebra Technologies Corp | TRIM | — | 0.3% | -0.1% | 0.7 | 2,878 | -36 | 3 | — |
| ☆AIG funds › | American International Group I | TRIM | — | 0.3% | +0.0% | 0.7 | 8,094 | -108 | 3 | — |
| ☆MDT funds › | Medtronic PLC | TRIM | — | 0.3% | -0.0% | 0.7 | 7,032 | -96 | 3 | — |
| ☆CRBG funds › | Corebridge Financial Inc | TRIM | — | 0.3% | -0.0% | 0.7 | 21,817 | -296 | 3 | — |
| ☆O funds › | Realty Income Corp | TRIM | — | 0.3% | -0.0% | 0.6 | 11,161 | -152 | 3 | — |
| ☆HST funds › | Host Hotels & Resorts Inc | TRIM | — | 0.3% | +0.0% | 0.6 | 35,442 | -484 | 3 | — |
| ☆HD funds › | Home Depot Inc/The | TRIM | — | 0.3% | -0.1% | 0.6 | 1,753 | -24 | 3 | — |
| ☆NNN funds › | NNN REIT Inc | TRIM | — | 0.3% | -0.0% | 0.6 | 15,214 | -208 | 3 | — |
| ☆ELS funds › | Equity LifeStyle Properties In | TRIM | — | 0.3% | -0.0% | 0.6 | 9,922 | -136 | 3 | — |
| ☆NOW funds › | ServiceNow Inc | ADD | — | 0.3% | -0.1% | 0.6 | 3,851 | +3,074 | 3 | — |
| ☆MPC funds › | Marathon Petroleum Corp | TRIM | — | 0.3% | -0.1% | 0.6 | 3,569 | -48 | 3 | — |
| ☆NXPI funds › | NXP Semiconductors NV | TRIM | — | 0.3% | -0.0% | 0.6 | 2,589 | -32 | 3 | — |
| ☆GLPI funds › | Gaming and Leisure Properties | TRIM | — | 0.3% | -0.0% | 0.6 | 12,508 | -168 | 3 | — |
| ☆BBY funds › | Best Buy Co Inc | TRIM | — | 0.2% | -0.0% | 0.5 | 7,552 | -100 | 3 | — |
| ☆CUBE funds › | CubeSmart | TRIM | — | 0.2% | -0.0% | 0.5 | 13,628 | -184 | 3 | — |
| ☆AKAM funds › | Akamai Technologies Inc | TRIM | — | 0.2% | +0.0% | 0.5 | 5,604 | -76 | 3 | — |
| ☆Q funds › | Qnity Electronics Inc | NEW | — | 0.2% | +0.2% | 0.4 | 5,467 | +5,467 | 1 | +88.7% |
| ☆CUSIP:26614N102 funds › | DuPont de Nemours Inc | TRIM | — | 0.2% | -0.2% | 0.4 | 10,932 | -148 | 3 | — |
| ☆PINS funds › | Pinterest Inc | TRIM | — | 0.2% | -0.1% | 0.4 | 16,330 | -224 | 3 | — |
| ☆OC funds › | Owens Corning | TRIM | — | 0.2% | -0.1% | 0.4 | 3,702 | -48 | 3 | — |
| ☆RAL funds › | Ralliant Corp | TRIM | — | 0.2% | +0.0% | 0.3 | 6,368 | -84 | 3 | — |
| ☆VICI funds › | VICI Properties Inc | TRIM | — | 0.2% | -0.0% | 0.3 | 10,906 | -148 | 3 | — |
| ☆ADC funds › | Agree Realty Corp | TRIM | — | 0.2% | -0.0% | 0.3 | 4,255 | -56 | 3 | — |
| ☆EQIX funds › | Equinix Inc | TRIM | — | 0.1% | -0.0% | 0.3 | 395 | -4 | 3 | — |
| ☆KIM funds › | Kimco Realty Corp | TRIM | — | 0.1% | -0.0% | 0.3 | 14,509 | -196 | 3 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,665 | -20 | 3 | — |
| ☆SOLS funds › | Solstice Advanced Materials In | NEW | — | 0.1% | +0.1% | 0.1 | 2,590 | +2,590 | 1 | +50.0% |
| ☆FG funds › | F&G Annuities & Life Inc | NEW | — | 0.0% | +0.0% | 0.1 | 1,649 | +1,649 | 1 | -37.0% |
| ☆MAS funds › | Masco Corp | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -18,444 | 0 | — |
| ☆FISV funds › | Fiserv Inc | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,331 | 0 | — |
| ☆LYB funds › | LyondellBasell Industries NV | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -12,011 | 0 | — |
| ☆SBAC funds › | SBA Communications Corp | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,419 | 0 | — |
| ☆GIS funds › | General Mills Inc | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -23,879 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 203 | 151 | 0.07 | 15% | 0.008 | 0.117 | — | in |
| 2025Q3 | 201 | 149 | 0.09 | 14% | 0.008 | 0.102 | — | in |
| 2025Q2 | 192 | 152 | 0.12 | 14% | 0.008 | 0.088 | — | entered |
| 2025Q1 | 191 | 152 | 0.00 | 15% | 0.008 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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/api/funds ·
/api/status