☆DAVIDSON INVESTMENT ADVISORS
Quality Q
0.598
AUM ($M)
2,447
Positions
123
Turnover
0.11
Top-10 wt
39%
Herfindahl
0.024
History (qtrs)
6
Excess Return
-3.1%
AI Eval Run AI Eval
Holdings · 145 positions · portfolio value $2,447M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IXUS funds › | ISHARES TR | ADD | — | 8.3% | +8.3% | 202.5 | 2,122,254 | +2,118,131 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 4.8% | +1.2% | 117.4 | 332,294 | -140,071 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 4.4% | +0.5% | 106.7 | 447,774 | +31,727 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.0% | +0.1% | 98.9 | 341,640 | -21,206 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR | ADD | — | 3.9% | +2.4% | 95.6 | 200,103 | +19,071 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.7% | -0.3% | 90.6 | 242,760 | +27,244 | 5 | — |
| ☆NVDA funds › | NVIDIA CORP | ADD | — | 3.2% | +2.0% | 77.8 | 388,989 | +168,714 | 5 | — |
| ☆H funds › | HYATT HOTELS CORP | NEW | — | 2.3% | +2.3% | 55.1 | 284,109 | +284,109 | 1 | +7.8% re-entry |
| ☆META funds › | META PLATFORMS INC | ADD | — | 2.1% | +1.2% | 50.2 | 89,113 | +58,576 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.0% | +0.8% | 48.6 | 128,579 | -11,476 | 5 | — |
| ☆ETN funds › | EATON CORPORATION | ADD | — | 2.0% | +0.9% | 48.2 | 113,066 | +31,460 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 1.7% | +0.1% | 42.1 | 300,617 | -147,311 | 5 | — |
| ☆VFMO funds › | VANGUARD U.S | ADD | — | 1.6% | +0.6% | 39.0 | 156,341 | +29,009 | 5 | — |
| ☆SRE funds › | SEMPRA | TRIM | — | 1.6% | +0.0% | 38.5 | 414,833 | -18,474 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | TRIM | — | 1.5% | -0.3% | 37.2 | 132,898 | -25,872 | 5 | — |
| ☆AGNC funds › | AGNC INVT CORP | TRIM | REIT | 1.5% | -0.1% | 36.7 | 3,371,067 | -57,214 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.4% | -0.1% | 35.0 | 102,129 | +12,734 | 5 | — |
| ☆CSCO funds › | CISCO SYSTEMS INC | TRIM | — | 1.4% | +0.3% | 34.8 | 296,446 | -84,862 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 1.4% | +0.5% | 33.1 | 83,377 | -7,024 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS IN | TRIM | — | 1.3% | +0.2% | 32.0 | 188,476 | -108,399 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 1.3% | -1.1% | 31.1 | 163,898 | -204,683 | 5 | — |
| ☆EUSA funds › | ISHARES MSCI USA | ADD | — | 1.2% | +0.3% | 28.7 | 251,532 | +59,585 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 1.1% | -0.5% | 27.3 | 348,684 | -24,355 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS | NEW | — | 1.1% | +1.1% | 26.9 | 78,979 | +78,979 | 1 | +496.1% |
| ☆CI funds › | THE CIGNA GROUP | ADD | — | 1.1% | +0.0% | 26.3 | 95,348 | +30,152 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | ADD | — | 1.0% | +0.4% | 25.3 | 244,542 | +45,709 | 5 | — |
| ☆CPT funds › | CAMDEN PPTY TR | ADD | — | 1.0% | +0.1% | 25.1 | 218,944 | +57,855 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP | TRIM | — | 1.0% | -0.4% | 24.9 | 24,653 | -26,906 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 1.0% | -0.2% | 24.7 | 112,873 | +27,983 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.0% | -1.4% | 24.2 | 214,078 | -337,002 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMA | TRIM | — | 1.0% | -0.5% | 24.2 | 48,710 | -14,173 | 5 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO | NEW | — | 0.9% | +0.9% | 23.0 | 152,374 | +152,374 | 1 | -29.5% |
| ☆BA funds › | BOEING CO | ADD | — | 0.9% | +0.2% | 22.1 | 102,283 | +14,796 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.9% | +0.4% | 22.0 | 119,319 | +52,441 | 5 | — |
| ☆SARO funds › | STANDARDAERO INC | NEW | — | 0.9% | +0.9% | 21.9 | 731,491 | +731,491 | 1 | +15.5% re-entry |
| ☆BAC funds › | BANK OF AMERICA CORP | TRIM | — | 0.9% | +0.1% | 21.8 | 383,246 | -18,136 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.9% | -0.1% | 21.7 | 234,899 | -9,309 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.9% | -0.3% | 21.5 | 61,101 | -4,855 | 5 | — |
| ☆GIL funds › | GILDAN ACTIVEWEAR | TRIM | — | 0.9% | -0.1% | 21.4 | 415,251 | -32,754 | 5 | — |
| ☆CVX funds › | CHEVRON CORP | TRIM | — | 0.9% | -0.9% | 20.9 | 125,820 | -89,031 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FD | ADD | — | 0.9% | +0.0% | 20.8 | 411,742 | +64,877 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL | ADD | — | 0.9% | +0.1% | 20.8 | 114,953 | +16,195 | 5 | — |
| ☆EOG funds › | EOG RESOURCES INC | TRIM | — | 0.8% | -0.2% | 20.6 | 159,172 | -11,011 | 5 | — |
| ☆AZN funds › | ASTRAZENECA PLC | NEW | — | 0.8% | +0.8% | 20.6 | 108,676 | +108,676 | 1 | -73.2% |
| ☆CTVA funds › | CORTEVA INC | TRIM | — | 0.8% | +0.0% | 19.5 | 230,036 | -16,817 | 5 | — |
| ☆ITM funds › | VANECK ETF TR | ADD | — | 0.8% | +0.0% | 19.3 | 410,872 | +61,210 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCI | NEW | — | 0.8% | +0.8% | 19.3 | 38,437 | +38,437 | 1 | +204.7% |
| ☆OTIS funds › | OTIS WORLDWIDE CORP | ADD | — | 0.8% | -0.1% | 18.8 | 262,612 | +85,546 | 5 | — |
| ☆FIBK funds › | FIRST INTST BANCSYS | ADD | — | 0.8% | +0.2% | 18.5 | 478,878 | +76,494 | 5 | — |
| ☆DT funds › | DYNATRACE HOLDINGS | TRIM | — | 0.7% | -0.3% | 18.3 | 417,440 | -17,278 | 5 | — |
| ☆NFLX funds › | NETFLIX INC | ADD | — | 0.7% | -0.7% | 17.8 | 249,653 | +217,638 | 5 | — |
| ☆TRNO funds › | TERRENO RLTY CORP | TRIM | — | 0.7% | -0.1% | 17.8 | 275,086 | -2,488 | 5 | — |
| ☆EXC funds › | EXELON CORP | TRIM | — | 0.7% | -0.2% | 17.1 | 366,488 | -24,680 | 5 | — |
| ☆TRMB funds › | TRIMBLE INC | ADD | — | 0.7% | -0.1% | 17.0 | 331,617 | +76,104 | 5 | — |
| ☆MTUM funds › | ISHARES TR | NEW | — | 0.7% | +0.7% | 16.8 | 49,002 | +49,002 | 1 | +12.8% |
| ☆ELAN funds › | ELANCO ANIMAL HEALTH | TRIM | — | 0.7% | +0.2% | 16.5 | 668,594 | -237,295 | 5 | — |
| ☆CP funds › | CANADIAN PACIFIC KC | NEW | — | 0.7% | +0.7% | 16.3 | 188,197 | +188,197 | 1 | +17.0% |
| ☆STZ funds › | CONSTELLATION BRANDS | ADD | — | 0.7% | -0.2% | 16.1 | 115,584 | +24,163 | 5 | — |
| ☆BMY funds › | BRISTOL MYERS SQUIBB | TRIM | — | 0.7% | -0.3% | 16.0 | 277,201 | -23,165 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | TRIM | — | 0.6% | -0.7% | 15.4 | 91,832 | -6,864 | 5 | — |
| ☆LOW funds › | LOWES CO | ADD | — | 0.6% | +0.2% | 15.1 | 68,609 | +32,328 | 5 | — |
| ☆ICE funds › | INTER CONTINENTAL EX | ADD | — | 0.6% | -0.2% | 14.6 | 118,842 | +25,906 | 5 | — |
| ☆GBCI funds › | GLACIER BANCORP INC | NEW | — | 0.6% | +0.6% | 14.6 | 283,016 | +283,016 | 1 | +10.1% |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.6% | +0.0% | 13.7 | 570,345 | +159,826 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP | ADD | — | 0.5% | -0.1% | 13.4 | 546,533 | +213,326 | 5 | — |
| ☆EQT funds › | EQT CORP | NEW | — | 0.5% | +0.5% | 13.3 | 250,007 | +250,007 | 1 | -43.4% re-entry |
| ☆LIN funds › | LINDE PLC | NEW | — | 0.5% | +0.5% | 12.9 | 24,822 | +24,822 | 1 | -44.2% re-entry |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.5% | -0.6% | 12.5 | 79,958 | -5,230 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.5% | +0.5% | 12.0 | 53,764 | +53,764 | 1 | -11.2% |
| ☆HONA funds › | HONEYWELL AEROSPACE | NEW | — | 0.5% | +0.5% | 11.8 | 53,381 | +53,381 | 1 | -104.9% |
| ☆FUL funds › | FULLER H B CO | TRIM | — | 0.5% | -0.1% | 11.6 | 199,390 | -12,728 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 0.5% | +0.1% | 11.5 | 151,090 | +29,569 | 5 | — |
| ☆WAFD funds › | WAFD INC | TRIM | — | 0.4% | +0.0% | 10.9 | 282,839 | -21,417 | 5 | — |
| ☆IFNNY funds › | INFINEON TECH AG | NEW | — | 0.4% | +0.4% | 10.7 | 114,123 | +114,123 | 1 | -50.3% |
| ☆JMST funds › | JPMORGAN | ADD | — | 0.4% | +0.0% | 10.7 | 209,448 | +40,391 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.4% | -0.9% | 9.9 | 37,855 | -5,132 | 5 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY | TRIM | — | 0.4% | -0.1% | 9.8 | 55,568 | -1,522 | 5 | — |
| ☆ITOT funds › | ISHARES TRUST CORE | TRIM | — | 0.3% | +0.0% | 8.1 | 49,458 | -1,358 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | NEW | — | 0.3% | +0.3% | 8.0 | 111,868 | +111,868 | 1 | -41.3% |
| ☆BRBR funds › | BELLRING BRANDS INC | NEW | — | 0.3% | +0.3% | 7.9 | 610,859 | +610,859 | 1 | +61.5% re-entry |
| ☆EXE funds › | EXPAND ENERGY CORP | NEW | — | 0.3% | +0.3% | 6.9 | 75,621 | +75,621 | 1 | -36.7% |
| ☆VB funds › | VANGUARD INDEX TR | TRIM | — | 0.2% | -1.6% | 6.1 | 20,105 | -146,138 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 5.2 | 48,395 | -8,230 | 5 | — |
| ☆SHM funds › | SPDR SER TR | TRIM | — | 0.1% | -0.1% | 2.1 | 43,357 | -28,585 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 1.8 | 5,096 | +478 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.1% | -0.9% | 1.8 | 6,977 | -108,469 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX TR | TRIM | — | 0.1% | -0.0% | 1.5 | 4,052 | -620 | 5 | — |
| ☆CMF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 1.5 | 25,689 | +10,661 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.1% | +0.0% | 1.5 | 1,389 | +192 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | +0.0% | 1.3 | 4,058 | +52 | 5 | — |
| ☆COST funds › | COSTCO WHSL CORP | ADD | — | 0.0% | +0.0% | 1.2 | 1,260 | +500 | 5 | — |
| ☆VTHR funds › | VANGUARD SCOTTSDAL | NEW | — | 0.0% | +0.0% | 1.0 | 3,061 | +3,061 | 1 | +4.1% re-entry |
| ☆FDX funds › | FEDEX CORP | TRIM | — | 0.0% | -1.0% | 0.9 | 2,719 | -83,195 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.0% | +0.0% | 0.8 | 3,377 | +508 | 5 | — |
| ☆IJH funds › | ISHARES TRUST | TRIM | — | 0.0% | -0.0% | 0.8 | 9,747 | -7,408 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | HOLD | — | 0.0% | +0.0% | 0.7 | 3,427 | +0 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.0% | -0.8% | 0.7 | 7,300 | -164,208 | 5 | — |
| ☆IDEV funds › | ISHARES TR | TRIM | — | 0.0% | -5.3% | 0.6 | 7,118 | -1,546,802 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.0% | +0.0% | 0.6 | 898 | -27 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.6 | 12,237 | +4,034 | 5 | — |
| ☆CMI funds › | CUMMINS INC | NEW | — | 0.0% | +0.0% | 0.6 | 780 | +780 | 1 | -48.9% |
| ☆IWV funds › | ISHARES | ADD | — | 0.0% | +0.0% | 0.4 | 1,050 | +150 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FUND | NEW | — | 0.0% | +0.0% | 0.4 | 4,777 | +4,777 | 1 | +0.4% re-entry |
| ☆SYK funds › | STRYKER CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 1,296 | -59 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORPORA | NEW | — | 0.0% | +0.0% | 0.4 | 924 | +924 | 1 | +86.3% |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 2,637 | -713 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.0% | +0.0% | 0.4 | 596 | +90 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.0% | +0.0% | 0.4 | 890 | -198 | 5 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT | TRIM | — | 0.0% | -0.0% | 0.4 | 3,020 | -212 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.0% | +0.0% | 0.3 | 3,900 | +3,050 | 5 | — |
| ☆MGC funds › | VANGUARD WORLD FD | ADD | — | 0.0% | +0.0% | 0.3 | 1,204 | +113 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.0% | -0.0% | 0.3 | 870 | -1,075 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FD | NEW | — | 0.0% | +0.0% | 0.3 | 4,000 | +4,000 | 1 | -20.9% re-entry |
| ☆SLAB funds › | SILICON LABS INC | TRIM | — | 0.0% | -0.8% | 0.3 | 1,345 | -143,157 | 5 | — |
| ☆ABT funds › | ABBOTT LABS | ADD | — | 0.0% | -0.0% | 0.3 | 3,084 | +56 | 5 | — |
| ☆LLY funds › | LILLY ELI & CO | NEW | — | 0.0% | +0.0% | 0.3 | 232 | +232 | 1 | +86.0% re-entry |
| ☆SPY funds › | STATE ST SPDR S&P500 | TRIM | — | 0.0% | -0.0% | 0.3 | 349 | -85 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 1,725 | -99 | 5 | — |
| ☆NYF funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 4,406 | -797 | 5 | — |
| ☆EQIX funds › | EQUINIX INC | TRIM | — | 0.0% | -0.0% | 0.2 | 223 | -35 | 2 | +6.4% re-entry |
| ☆BRKB funds › | BERKSHIRE HATHAWAY | HOLD | — | 0.0% | -0.0% | 0.2 | 454 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,579 | +2,579 | 1 | -34.2% |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,601 | +1,601 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -189,566 | 0 | — |
| ☆MU funds › | MICRON TECHNOLOGY | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -158,057 | 0 | +733.8% re-entry |
| ☆UNH funds › | UNITEDHEALTH GRP INC | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -32,059 | 0 | +212.9% |
| ☆NSC funds › | NORFOLK SOUTHERN | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -54,976 | 0 | — |
| ☆CUSIP:29260B109 funds › | ENDEAVOR BANCORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,200 | 0 | — |
| ☆VWO funds › | VANGUARD FTSE | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -18,470 | 0 | -34.1% re-entry |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -27,176 | 0 | — |
| ☆COLB funds › | COLUMBIA BKG SYS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -8,800 | 0 | -61.9% |
| ☆LVS funds › | LAS VEGAS SANDS CORP | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -268,676 | 0 | — |
| ☆IGSB funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,955 | 0 | -41.1% re-entry |
| ☆IFF funds › | INTL FLAVORS & FRAGR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -122,292 | 0 | -75.0% re-entry |
| ☆FTNT funds › | FORTINET INC | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -270,697 | 0 | — |
| ☆VYM funds › | VANGUARD WHITEHALL F | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -56,197 | 0 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -267,962 | 0 | — |
| ☆IWF funds › | ISHARES | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -633 | 0 | — |
| ☆BDX funds › | BECTON DICKINSON | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -111,416 | 0 | — |
| ☆VCIT funds › | VANGUARD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,750 | 0 | -46.8% re-entry |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,450 | 0 | -65.0% |
| ☆PFF funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -108,382 | 0 | — |
| ☆CUSIP:046353108 funds › | ASTRAZENECA | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -234,231 | 0 | — |
| ☆APTV funds › | APTIV PLC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -242,427 | 0 | -122.7% re-entry |
| ☆CUBE funds › | CUBESMART | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -350,627 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 2,447 | 123 | 0.34 | 39% | 0.024 | 0.176 | — | in |
| 2026Q1 | 2,025 | 120 | 0.21 | 31% | 0.018 | 0.308 | — | in |
| 2025Q4 | 2,403 | 119 | 0.07 | 36% | 0.022 | 0.623 | — | in |
| 2025Q3 | 2,356 | 122 | 0.07 | 35% | 0.021 | 0.607 | — | in |
| 2025Q2 | 2,224 | 121 | 0.14 | 32% | 0.019 | 0.470 | — | entered |
| 2025Q1 | 2,025 | 120 | 0.00 | 31% | 0.018 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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