☆Cutler Capital Management, LLC
Quality Q
0.288
AUM ($M)
385
Positions
124
Turnover
0.08
Top-10 wt
31%
Herfindahl
0.019
History (qtrs)
6
Excess Return
+2.8%
AI Eval Run AI Eval
Holdings · 130 positions · portfolio value $385M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AEM funds › | AGNICO EAGLE MINES LTD COM | TRIM | — | 4.7% | -2.0% | 18.0 | 116,334 | -2,264 | 5 | — |
| ☆MET funds › | METLIFE INC COM USD0.01 | TRIM | — | 3.8% | +0.3% | 14.5 | 171,535 | -4,224 | 5 | — |
| ☆CTO funds › | CTO RLTY GROWTH INC NEW COM | TRIM | — | 3.6% | +0.3% | 14.0 | 651,274 | -8,096 | 5 | — |
| ☆TSBK funds › | TIMBERLAND BANCORP INC | TRIM | — | 3.3% | +0.1% | 12.8 | 285,258 | -5,944 | 5 | — |
| ☆EXSR funds › | EXCHANGE BK SANTA ROSA CALIF COM | TRIM | — | 3.2% | +0.2% | 12.4 | 74,934 | -847 | 5 | — |
| ☆PKBK funds › | PARKE BANCORP INC COM STK USD0.10 | TRIM | — | 2.7% | +0.2% | 10.4 | 314,126 | -3,300 | 5 | — |
| ☆CUSIP:78408D105 funds › | SB FINL GROUP INC COM | TRIM | — | 2.5% | +0.3% | 9.8 | 387,852 | -2,285 | 5 | — |
| ☆FBIZ funds › | FIRST BUSINESS FINL SVCS INC W COM | TRIM | — | 2.5% | +0.2% | 9.8 | 154,346 | -244 | 5 | — |
| ☆SHEL funds › | SHELL PLC SPON ADS EA REP 2 ORD SHS | TRIM | — | 2.2% | -0.6% | 8.5 | 109,361 | -1,340 | 5 | — |
| ☆BG funds › | BUNGE GLOBAL SA COM USD0.01 | TRIM | — | 2.2% | -0.6% | 8.3 | 77,792 | -1,568 | 5 | — |
| ☆CUSIP:531229AP7 funds › | LIBERTY MEDIA CORP DEL BOND | TRIM | — | 2.1% | +0.0% | 8.1 | 7,033,000 | -190,000 | 5 | — |
| ☆FENY funds › | FIDELITY MSCI ENERGY INDEX ETF | ADD | — | 2.1% | -0.5% | 7.9 | 267,547 | +232 | 5 | — |
| ☆BMBN funds › | BENCHMARK BANKSHARES INC | ADD | — | 1.9% | +0.2% | 7.4 | 179,382 | +6,300 | 5 | — |
| ☆VTRS funds › | VIATRIS INC COM | TRIM | — | 1.8% | +0.1% | 7.1 | 448,363 | -7,909 | 5 | — |
| ☆CUSIP:743312AD2 funds › | PROGRESS SOFTWARE CORP BOND | TRIM | — | 1.8% | -0.0% | 7.1 | 7,390,000 | -155,000 | 5 | — |
| ☆MRK funds › | MERCK&CO. INC COM | TRIM | — | 1.8% | -0.1% | 7.1 | 55,048 | -3,348 | 5 | — |
| ☆CUSIP:69352PAS2 funds › | PPL CAPITAL FUNDING INC BOND | TRIM | — | 1.8% | -0.2% | 6.9 | 6,065,000 | -145,000 | 5 | — |
| ☆XRN funds › | CHIRON REAL ESTATE INC COMMON STOCK | ADD | — | 1.8% | +0.2% | 6.8 | 180,161 | +7,950 | 4 | -2.1% |
| ☆CUSIP:45781MAD3 funds › | INNOVIVA INC BOND | TRIM | — | 1.7% | -0.2% | 6.6 | 6,195,000 | -125,000 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER L P COM UT LTD PTN | TRIM | — | 1.7% | -0.3% | 6.6 | 345,960 | -31,238 | 5 | — |
| ☆CUSIP:063907208 funds › | BANK OF BOTETOURT | HOLD | — | 1.7% | +0.1% | 6.5 | 122,465 | +0 | 5 | — |
| ☆CUSIP:16517A109 funds › | CHESAPEAKE FINANCIAL SHARES | ADD | — | 1.7% | +0.1% | 6.4 | 178,850 | +350 | 5 | — |
| ☆CUSIP:060505682 funds › | BANK AMERICA CORP CNV PFD L | ADD | — | 1.6% | +0.5% | 6.2 | 4,905 | +1,550 | 2 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 1.6% | -0.4% | 6.1 | 145,238 | +3,872 | 5 | — |
| ☆LFGP funds › | LEDYARD FINANCIAL GROUP INC COM USD1.00 | ADD | — | 1.6% | +0.0% | 6.1 | 343,621 | +7,925 | 5 | — |
| ☆FXNC funds › | FIRST NATL CORP COM | TRIM | — | 1.6% | +0.1% | 6.1 | 203,809 | -300 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 1.5% | -0.4% | 5.9 | 245,185 | -3,586 | 5 | — |
| ☆PTBS funds › | POTOMAC BANCSHARES INC COM | ADD | — | 1.4% | +0.2% | 5.5 | 231,048 | +33 | 5 | — |
| ☆CUSIP:49446R687 funds › | KIMCO REALTY CORP PFD | TRIM | — | 1.4% | -0.1% | 5.5 | 87,693 | -2,250 | 5 | — |
| ☆VICI funds › | VICI PPTYS INC COM | TRIM | — | 1.4% | -0.1% | 5.3 | 201,181 | -1,504 | 5 | — |
| ☆CUSIP:588538108 funds › | MERCHANTS FINL GROUP INC COM | ADD | — | 1.4% | +0.1% | 5.2 | 132,830 | +5,880 | 5 | — |
| ☆APLE funds › | APPLE HOSPITALITY REIT INC COM NEW | ADD | — | 1.3% | +0.4% | 5.1 | 300,869 | +199 | 5 | — |
| ☆CUSIP:665531AJ8 funds › | NORTHERN OIL&GAS INC BOND | ADD | — | 1.3% | +0.1% | 5.0 | 5,265,000 | +1,315,000 | 4 | — |
| ☆FMBM funds › | F&M BK CORP CAP STK | TRIM | — | 1.3% | +0.1% | 4.9 | 134,364 | -1,500 | 5 | — |
| ☆WY funds › | WEYERHAEUSER CO MTN BE COM NEW | ADD | — | 1.2% | +0.0% | 4.5 | 189,903 | +15,793 | 5 | — |
| ☆CWBC funds › | COMMUNITY WEST BANCSHARES NEW COM | TRIM | — | 1.1% | +0.1% | 4.4 | 162,139 | -451 | 5 | — |
| ☆CSBB funds › | CSB BANCORP | TRIM | — | 1.1% | -0.1% | 4.2 | 58,284 | -8,279 | 5 | — |
| ☆ALRS funds › | ALERUS FINL CORP COM | TRIM | — | 1.1% | +0.2% | 4.2 | 134,400 | -2,070 | 5 | — |
| ☆NOG funds › | NORTHERN OIL&GAS INC COM | ADD | — | 1.1% | +0.5% | 4.1 | 223,884 | +150,275 | 3 | +1.9% |
| ☆CUSIP:30325F101 funds › | FSBH CORP COM | HOLD | — | 1.0% | -0.0% | 3.9 | 240,000 | +0 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST MRNGSTR WDE MOAT | ADD | — | 1.0% | +0.0% | 3.9 | 37,508 | +755 | 5 | — |
| ☆ENR funds › | ENERGIZER HLDGS INC NEW COM | ADD | — | 0.9% | +0.2% | 3.4 | 158,733 | +8,828 | 5 | — |
| ☆SFL funds › | SFL CORPORATION LTD COM USD0.01 | TRIM | — | 0.9% | -0.1% | 3.3 | 322,242 | -8,650 | 5 | — |
| ☆BBT funds › | BEACON FINANCIAL CORP. COM | ADD | — | 0.8% | +0.1% | 3.0 | 97,306 | +20,068 | 4 | +10.8% |
| ☆ABCB funds › | AMERIS BANCORP | TRIM | — | 0.7% | +0.0% | 2.8 | 30,759 | -1,100 | 5 | — |
| ☆CUSIP:531229AQ5 funds › | LIBERTY MEDIA CORP DEL BOND | TRIM | — | 0.7% | -0.0% | 2.8 | 2,220,000 | -80,000 | 5 | — |
| ☆LXP funds › | LXP INDUSTRIAL TRUST COM | TRIM | — | 0.7% | +0.0% | 2.7 | 49,487 | -4,628 | 2 | +36.4% |
| ☆HCI funds › | HCI GROUP INC | TRIM | — | 0.7% | +0.0% | 2.6 | 14,662 | -442 | 5 | -15.9% |
| ☆ACI funds › | ALBERTSONS COS INC COMMON STOCK | ADD | — | 0.7% | -0.1% | 2.5 | 185,187 | +35,525 | 5 | — |
| ☆FCCO funds › | FIRST COMMUNITY CORP | HOLD | — | 0.6% | +0.0% | 2.5 | 76,500 | +0 | 5 | — |
| ☆AIG funds › | AMERICAN INTERNATIONAL GROUP | HOLD | — | 0.6% | -0.0% | 2.5 | 33,000 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FUNDS S&P 500 ETF USD | ADD | — | 0.6% | +0.1% | 2.4 | 3,462 | +285 | 5 | — |
| ☆SLB funds › | SLB LIMITED TRADING | ADD | — | 0.6% | -0.1% | 2.4 | 51,074 | +2,020 | 5 | — |
| ☆FLGPRU funds › | FLAGSTAR BANK | TRIM | — | 0.6% | -0.0% | 2.2 | 53,868 | -2,225 | 5 | — |
| ☆CUSIP:974637AF7 funds › | WINNEBAGO INDS INC BOND | TRIM | — | 0.6% | -0.0% | 2.1 | 2,310,000 | -35,000 | 4 | — |
| ☆CUSIP:84762LAZ8 funds › | SPECTRUM BRANDS INC BOND | NEW | — | 0.5% | +0.5% | 2.0 | 1,965,000 | +1,965,000 | 1 | — |
| ☆T funds › | AT&T INC COM USD1 | ADD | — | 0.5% | +0.0% | 2.0 | 98,318 | +36,062 | 5 | — |
| ☆FISI funds › | FINANCIAL INSTITUTIONS INC | HOLD | — | 0.5% | +0.1% | 1.9 | 49,428 | +0 | 5 | — |
| ☆CNH funds › | CNH INDUSTRIAL NV COM EUR0.01 | ADD | — | 0.5% | -0.0% | 1.9 | 171,233 | +1,295 | 5 | — |
| ☆PFIS funds › | PEOPLES FINANCIAL SERVICES GROUP COM USD2 | TRIM | — | 0.5% | +0.1% | 1.9 | 28,746 | -2 | 5 | — |
| ☆GOOGN funds › | ALPHABET INC DEP SHS RP1/20 B PFD | NEW | — | 0.5% | +0.5% | 1.9 | 37,775 | +37,775 | 1 | -35.0% |
| ☆CUSIP:163072AC5 funds › | CHEESECAKE FACTORY INC BOND | TRIM | — | 0.5% | +0.1% | 1.9 | 1,455,000 | -45,000 | 2 | — |
| ☆GDX funds › | VANECK ETF TR VANECK GOLD MINERS ETF | ADD | — | 0.5% | -0.1% | 1.7 | 23,142 | +1,035 | 5 | — |
| ☆CUSIP:405024AD2 funds › | HAEMONETICS CORP MASS BOND | TRIM | — | 0.5% | -0.0% | 1.7 | 1,725,000 | -25,000 | 4 | — |
| ☆CUSIP:29786AAL0 funds › | ETSY INC BOND | TRIM | — | 0.4% | -0.0% | 1.7 | 1,805,000 | -50,000 | 5 | — |
| ☆BANC funds › | BANC OF CALIFORNIA INC COM | ADD | — | 0.4% | +0.0% | 1.6 | 80,550 | +1,000 | 5 | — |
| ☆CUSIP:92939UAT3 funds › | WEC ENERGY GROUP INC BOND | NEW | — | 0.4% | +0.4% | 1.6 | 1,500,000 | +1,500,000 | 1 | — |
| ☆CUSIP:40171VAC4 funds › | GUIDEWIRE SOFTWARE INC BOND | NEW | — | 0.4% | +0.4% | 1.5 | 1,595,000 | +1,595,000 | 1 | — |
| ☆TSN funds › | TYSON FOODS INC | TRIM | — | 0.4% | -0.1% | 1.5 | 26,340 | -667 | 5 | — |
| ☆CUSIP:928298AR9 funds › | VISHAY INTERTECHNOLOGY INC BOND | TRIM | — | 0.4% | +0.2% | 1.5 | 735,000 | -85,000 | 5 | — |
| ☆CUSIP:695127AJ9 funds › | PACIRA BIOSCIENCES INC BOND | TRIM | — | 0.4% | -0.0% | 1.4 | 1,435,000 | -40,000 | 4 | — |
| ☆SOBS funds › | SOLVAY BK CORP SOLVAY NEW YORK COM | ADD | — | 0.3% | +0.0% | 1.2 | 37,591 | +69 | 5 | — |
| ☆IAT funds › | ISHARES TRUST US | HOLD | — | 0.3% | +0.0% | 1.1 | 18,000 | +0 | 4 | +11.3% |
| ☆CUSIP:17316V104 funds › | CITIZENS BANCORP VA INC COM | HOLD | — | 0.3% | -0.0% | 1.1 | 28,525 | +0 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST | NEW | — | 0.3% | +0.3% | 1.0 | 6,135 | +6,135 | 1 | +2.8% |
| ☆WIW funds › | WESTERN AST INFL LKD OPP&INM COM | ADD | — | 0.2% | -0.0% | 0.9 | 111,992 | +5,900 | 5 | — |
| ☆VGM funds › | INVESCO TR INVT GRADE MUNS COM STK USD0.01 | HOLD | — | 0.2% | +0.0% | 0.9 | 86,117 | +0 | 5 | — |
| ☆HWC funds › | HANCOCK WHITNEY CORP | HOLD | — | 0.2% | +0.0% | 0.8 | 10,898 | +0 | 5 | — |
| ☆AGI funds › | ALAMOS GOLD INC COM | ADD | — | 0.2% | +0.1% | 0.8 | 25,897 | +15,075 | 5 | — |
| ☆CUSIP:03209RAB9 funds › | AMPHASTAR PHARMACEUTICALS INC BOND | TRIM | — | 0.2% | -0.3% | 0.8 | 835,000 | -1,105,000 | 5 | — |
| ☆MTB funds › | M&T BANK CORP COM USD0.50 | TRIM | — | 0.2% | +0.0% | 0.8 | 3,179 | -59 | 5 | — |
| ☆IFF funds › | INTERNATIONAL FLAVORS&FRAGRANCES COM | TRIM | — | 0.2% | -0.0% | 0.7 | 8,602 | -849 | 5 | — |
| ☆QABA funds › | FIRST TRUST NASDAQ ABA CBIF | TRIM | — | 0.2% | +0.0% | 0.7 | 9,868 | -339 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.2% | -0.0% | 0.6 | 1,671 | +25 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS | TRIM | — | 0.2% | -0.0% | 0.6 | 1,200 | -130 | 5 | — |
| ☆SSB funds › | SOUTHSTATE BK CORP COM | ADD | — | 0.2% | +0.0% | 0.6 | 5,890 | +135 | 3 | +22.8% |
| ☆IUSV funds › | ISHARES CORE S&P US VALUE ETF | HOLD | — | 0.1% | +0.0% | 0.5 | 4,550 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 3,000 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC COM USD0.01 | TRIM | — | 0.1% | -0.0% | 0.4 | 1,629 | -286 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE&CO. COM | ADD | — | 0.1% | +0.0% | 0.4 | 1,198 | +10 | 5 | — |
| ☆SBCF funds › | SEACOAST BANKING CORPORATION OF FLORIDA | HOLD | — | 0.1% | +0.0% | 0.4 | 10,826 | +0 | 5 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 ETF UNITS | TRIM | — | 0.1% | +0.0% | 0.3 | 448 | -33 | 5 | — |
| ☆SKE funds › | SKEENA RESOURCES LIMITED COM | HOLD | — | 0.1% | -0.0% | 0.3 | 11,880 | +0 | 5 | +110.6% |
| ☆GLD funds › | SPDR GOLD TR GOLD SHS | ADD | — | 0.1% | +0.0% | 0.3 | 842 | +386 | 5 | +3.0% |
| ☆FFSM funds › | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | TRIM | — | 0.1% | +0.0% | 0.3 | 7,860 | -265 | 3 | +22.3% |
| ☆ES funds › | EVERSOURCE ENERGY | TRIM | — | 0.1% | -0.0% | 0.3 | 4,147 | -100 | 5 | -9.8% |
| ☆KR funds › | KROGER CO COM USD1.00 | ADD | — | 0.1% | -0.0% | 0.3 | 5,005 | +50 | 5 | — |
| ☆FRAF funds › | FRANKLIN FINANCIAL SERVICES CORPORATION | HOLD | — | 0.1% | +0.0% | 0.3 | 4,400 | +0 | 5 | — |
| ☆ALBPRA funds › | ALBEMARLE CORP DEP SHS A PFD | HOLD | — | 0.1% | -0.0% | 0.3 | 4,675 | +0 | 5 | — |
| ☆CUSIP:85571BBA2 funds › | STARWOOD PPTY TR INC BOND | TRIM | — | 0.1% | -0.2% | 0.2 | 245,000 | -665,000 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | HOLD | — | 0.1% | +0.0% | 0.2 | 1,005 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | NEW | — | 0.1% | +0.1% | 0.2 | 787 | +787 | 1 | -12.1% |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFACTURING | ADD | — | 0.1% | +0.0% | 0.2 | 461 | +6 | 5 | +64.9% |
| ☆EBMT funds › | EAGLE BANCORP MONTANA INC COM USD0.01 | HOLD | — | 0.1% | +0.0% | 0.2 | 9,000 | +0 | 5 | — |
| ☆CUSIP:870875101 funds › | SWISS HELVETIA FUND INC | NEW | — | 0.1% | +0.1% | 0.2 | 35,921 | +35,921 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STK CL A | TRIM | — | 0.1% | -0.0% | 0.2 | 549 | -598 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | ADD | — | 0.0% | -0.0% | 0.2 | 1,309 | +16 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUS MACH CORP COM USD0.20 | ADD | — | 0.0% | +0.0% | 0.2 | 613 | +2 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR UNIT SER 1 | HOLD | — | 0.0% | +0.0% | 0.2 | 228 | +0 | 5 | — |
| ☆HL funds › | HECLA MINING CO | HOLD | — | 0.0% | -0.0% | 0.2 | 10,000 | +0 | 4 | +118.4% |
| ☆DUK funds › | DUKE ENERGY CORP NEW COM NEW | HOLD | — | 0.0% | -0.0% | 0.1 | 1,183 | +0 | 5 | — |
| ☆CUSIP:393657AM3 funds › | GREENBRIER COS INC BOND | HOLD | — | 0.0% | -0.0% | 0.1 | 117,000 | +0 | 5 | — |
| ☆JHX funds › | JAMES HARDIE INDUSTRIES PLC COM EUR0.59 | NEW | — | 0.0% | +0.0% | 0.1 | 5,075 | +5,075 | 1 | +519.3% |
| ☆CUSIP:40637HAD1 funds › | HALOZYME THERAPEUTICS INC BOND | HOLD | — | 0.0% | +0.0% | 0.1 | 110,000 | +0 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC COM USD0.003 | NEW | — | 0.0% | +0.0% | 0.1 | 505 | +505 | 1 | +23.6% |
| ☆DVN funds › | DEVON ENERGY CORP NEW | NEW | — | 0.0% | +0.0% | 0.1 | 2,785 | +2,785 | 1 | -50.4% |
| ☆XLK funds › | SELECT SECTOR SPDR TRUST STATE STREET | NEW | — | 0.0% | +0.0% | 0.1 | 600 | +600 | 1 | +19.3% |
| ☆OXY funds › | OCCIDENTAL PETE CORP COM | NEW | — | 0.0% | +0.0% | 0.1 | 2,325 | +2,325 | 1 | -31.5% |
| ☆IWS funds › | ISHARES RUSSELL MID-CAP VALUE ETF | NEW | — | 0.0% | +0.0% | 0.1 | 684 | +684 | 1 | +35.3% re-entry |
| ☆SLV funds › | ISHARES SILVER TR ISHARES | HOLD | — | 0.0% | -0.0% | 0.1 | 2,038 | +0 | 3 | +16.0% |
| ☆TEX funds › | TEREX CORP | NEW | — | 0.0% | +0.0% | 0.1 | 1,485 | +1,485 | 1 | +73.4% |
| ☆AGCO funds › | AGCO CORP COM USD0.01 | NEW | Common Stock | 0.0% | +0.0% | 0.1 | 885 | +885 | 1 | -60.3% |
| ☆LOW funds › | LOWES COMPANIES INC COM USD0.50 | ADD | — | 0.0% | -0.0% | 0.1 | 479 | +6 | 4 | -33.7% |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD TR S&P500 EQL | NEW | — | 0.0% | +0.0% | 0.1 | 474 | +474 | 1 | +25.8% re-entry |
| ☆CUSIP:92189F122 funds › | VE GLBL WIDE MT | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,925 | 0 | — |
| ☆CUSIP:501812AB7 funds › | LCI INDS CONV | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -1,442,000 | 0 | — |
| ☆CUSIP:472145AF8 funds › | JAZZ INVEST | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -2,565,000 | 0 | — |
| ☆JCI funds › | JOHNSON CONTROL | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -800 | 0 | — |
| ☆CUSIP:70509VAA8 funds › | PEBBLEBRK HOTEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -300,000 | 0 | — |
| ☆GOOG funds › | ALPHABET INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -375 | 0 | +65.8% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 385 | 124 | 0.08 | 31% | 0.019 | 0.286 | — | in |
| 2026Q1 | 362 | 114 | 0.09 | 33% | 0.020 | 0.303 | — | in |
| 2025Q4 | 334 | 120 | 0.06 | 32% | 0.019 | 0.288 | — | in |
| 2025Q3 | 313 | 122 | 0.08 | 32% | 0.020 | 0.253 | — | in |
| 2025Q2 | 287 | 116 | 0.08 | 33% | 0.020 | 0.277 | — | entered |
| 2025Q1 | 288 | 117 | 0.00 | 32% | 0.019 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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