☆DIVIDEND ASSETS CAPITAL, LLC
Quality Q
0.331
AUM ($M)
517
Positions
137
Turnover
0.09
Top-10 wt
33%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—
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Holdings · 150 positions · portfolio value $517M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 5.0% | -0.2% | 25.7 | 69,007 | -785 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 4.3% | -0.5% | 22.1 | 23,594 | -422 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 3.6% | +1.7% | 18.7 | 61,857 | +55,488 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 3.2% | +0.2% | 16.8 | 51,281 | -288 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 3.2% | +0.5% | 16.4 | 47,930 | +3,126 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 3.0% | +0.7% | 15.6 | 52,384 | -6,677 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 2.9% | +1.1% | 15.0 | 36,067 | +2,184 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.9% | +0.3% | 14.8 | 39,309 | -2,990 | 5 | — |
| ☆HEI funds › | HEICO CORP NEW | ADD | — | 2.7% | +0.7% | 14.0 | 39,203 | +2,169 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 2.6% | -0.3% | 13.3 | 151,672 | -1,692 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 2.5% | -0.0% | 12.7 | 35,209 | -655 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 2.4% | -0.2% | 12.6 | 85,642 | -5,160 | 5 | — |
| ☆FIX funds › | COMFORT SYS USA INC | TRIM | — | 2.4% | +0.3% | 12.4 | 6,237 | -1,329 | 5 | — |
| ☆CNQ funds › | CANADIAN NAT RES LTD MED TER | ADD | — | 2.4% | -0.6% | 12.1 | 307,322 | +8,776 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER L P | TRIM | — | 2.3% | -0.3% | 11.9 | 624,024 | -59,764 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 2.3% | +0.5% | 11.9 | 11,776 | +973 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | TRIM | — | 2.3% | -0.3% | 11.8 | 320,406 | -26,344 | 5 | — |
| ☆ENB funds › | ENBRIDGE INC | ADD | — | 2.3% | +0.0% | 11.7 | 215,154 | +7,538 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | TRIM | — | 2.2% | +0.2% | 11.3 | 234,979 | -37,400 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | TRIM | — | 2.1% | +0.4% | 11.0 | 47,316 | -24 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | TRIM | — | 2.0% | -0.4% | 10.2 | 116,793 | -12,384 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 1.9% | -0.2% | 9.7 | 44,135 | +812 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | ADD | — | 1.7% | +0.1% | 8.6 | 24,982 | +21 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | ADD | — | 1.4% | +0.0% | 7.2 | 97,246 | +2,184 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | ADD | — | 1.3% | +0.4% | 6.6 | 6,785 | +2,053 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | — | 1.3% | -0.2% | 6.6 | 40,189 | -2,476 | 5 | — |
| ☆CTAS funds › | CINTAS CORP | ADD | — | 1.3% | +0.1% | 6.5 | 38,366 | +2,672 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 1.2% | -0.5% | 6.3 | 21,705 | -3,463 | 5 | — |
| ☆LMAT funds › | LEMAITRE VASCULAR INC | ADD | — | 1.2% | -0.1% | 6.3 | 65,261 | +6,168 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 1.2% | +0.5% | 6.1 | 8,085 | +3,983 | 2 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.1% | +0.1% | 5.7 | 19,531 | -242 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | TRIM | — | 1.1% | -0.4% | 5.5 | 11,977 | -4,011 | 5 | — |
| ☆AIZ funds › | ASSURANT INC | TRIM | — | 1.0% | -0.1% | 5.3 | 19,633 | -6,874 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 1.0% | -0.3% | 5.1 | 124,581 | +5,470 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 1.0% | -0.3% | 5.0 | 69,149 | +17,158 | 5 | — |
| ☆HIG funds › | HARTFORD INSURANCE GROUP INC | ADD | — | 1.0% | +0.1% | 4.9 | 37,077 | +4,748 | 3 | — |
| ☆INTU funds › | INTUIT | ADD | — | 0.9% | -0.4% | 4.9 | 18,724 | +3,623 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.9% | -0.1% | 4.5 | 29,589 | -319 | 5 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | TRIM | — | 0.9% | +0.0% | 4.4 | 5,530 | -120 | 5 | — |
| ☆NDAQ funds › | NASDAQ INC | ADD | — | 0.8% | +0.2% | 4.2 | 52,685 | +18,167 | 3 | — |
| ☆DPZ funds › | DOMINOS PIZZA INC | TRIM | — | 0.7% | -0.3% | 3.7 | 12,518 | -1,027 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.7% | -0.2% | 3.6 | 31,877 | -3,436 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.7% | +0.0% | 3.6 | 19,533 | -7,386 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.6% | +0.1% | 3.2 | 8,969 | +77 | 5 | — |
| ☆MPLX funds › | MPLX LP | TRIM | — | 0.6% | -0.1% | 3.2 | 56,240 | -9,310 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.6% | -0.0% | 3.1 | 13,775 | -1,281 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.5% | +0.0% | 2.8 | 11,094 | +0 | 5 | — |
| ☆CHD funds › | CHURCH & DWIGHT CO INC | TRIM | — | 0.5% | -0.0% | 2.8 | 28,596 | -790 | 5 | — |
| ☆WES funds › | WESTERN MIDSTREAM PARTNERS L | TRIM | — | 0.5% | -0.0% | 2.6 | 59,492 | -4,863 | 5 | — |
| ☆DOX funds › | AMDOCS LTD | ADD | — | 0.5% | -0.1% | 2.4 | 46,585 | +2,452 | 5 | — |
| ☆SAP funds › | SAP SE | TRIM | — | 0.5% | -0.2% | 2.3 | 15,146 | -4,162 | 5 | — |
| ☆PAA funds › | PLAINS ALL AMERN PIPELINE L | TRIM | — | 0.5% | -0.0% | 2.3 | 104,710 | -6,703 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.4% | -0.1% | 2.3 | 8,476 | -58 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.4% | -0.5% | 2.2 | 8,196 | -10,513 | 5 | — |
| ☆STLD funds › | STEEL DYNAMICS INC | ADD | — | 0.4% | +0.1% | 2.2 | 9,629 | +1,222 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.4% | +0.0% | 2.0 | 10,042 | +77 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.4% | -0.1% | 2.0 | 10,406 | -1,688 | 5 | — |
| ☆TRGP funds › | TARGA RES CORP | TRIM | — | 0.3% | -0.0% | 1.8 | 6,669 | -265 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.3% | +0.0% | 1.8 | 14,180 | +6,693 | 2 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.3% | -0.2% | 1.7 | 3,269 | -867 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.3% | -0.2% | 1.7 | 5,280 | -2,782 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.3% | -0.1% | 1.7 | 4,851 | -1,116 | 5 | — |
| ☆SUN funds › | SUNOCO LP/SUNOCO FIN CORP | ADD | — | 0.3% | +0.0% | 1.6 | 23,098 | +1,686 | 5 | — |
| ☆HEIA funds › | HEICO CORP NEW | TRIM | — | 0.3% | +0.0% | 1.5 | 5,898 | -65 | 5 | — |
| ☆ROST funds › | ROSS STORES INC | TRIM | — | 0.3% | -0.0% | 1.5 | 6,836 | -114 | 5 | — |
| ☆STE funds › | STERIS PLC | TRIM | — | 0.3% | -0.1% | 1.4 | 6,577 | -1,648 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | HOLD | — | 0.3% | +0.0% | 1.4 | 27,228 | +0 | 5 | — |
| ☆CNI funds › | CANADIAN NATL RY CO | TRIM | — | 0.2% | +0.0% | 1.3 | 10,718 | -740 | 5 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 0.2% | -0.0% | 1.2 | 4,456 | -667 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 1.2 | 3,486 | -793 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | +0.0% | 1.1 | 939 | -34 | 5 | — |
| ☆PPG funds › | PPG INDS INC | TRIM | — | 0.2% | +0.0% | 1.1 | 9,262 | -800 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.2% | +0.0% | 1.1 | 4,706 | -17 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.2% | -0.2% | 1.1 | 8,105 | -3,281 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.1 | 3,125 | -100 | 5 | — |
| ☆SNA funds › | SNAP ON INC | TRIM | — | 0.2% | -0.0% | 1.1 | 2,729 | -336 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 0.2% | +0.0% | 1.1 | 2,726 | -403 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.2% | +0.0% | 1.0 | 2,010 | +307 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 0.2% | -0.0% | 0.9 | 3,477 | -39 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.2% | +0.0% | 0.9 | 2,209 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.2% | -0.0% | 0.9 | 5,865 | +0 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | TRIM | — | 0.2% | -0.0% | 0.8 | 3,520 | -104 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.2% | -0.0% | 0.8 | 6,139 | +0 | 5 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.2% | +0.0% | 0.8 | 6,820 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.7 | 1,321 | -10 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 0.7 | 6,280 | +2 | 5 | — |
| ☆KNTK funds › | KINETIK HOLDINGS INC | TRIM | — | 0.1% | -0.0% | 0.7 | 15,135 | -1,267 | 5 | — |
| ☆USAC funds › | USA COMPRESSION PARTNERS LP | TRIM | — | 0.1% | -0.0% | 0.7 | 27,078 | -4,711 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.1% | +0.0% | 0.7 | 1,321 | +5 | 5 | — |
| ☆DHT funds › | DHT HOLDINGS INC | TRIM | — | 0.1% | -0.0% | 0.7 | 41,213 | -1,200 | 5 | — |
| ☆EOG funds › | EOG RES INC | TRIM | — | 0.1% | -0.0% | 0.7 | 5,107 | -175 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | -0.1% | 0.7 | 2,322 | -1,945 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.1% | +0.0% | 0.6 | 3,362 | +0 | 5 | — |
| ☆THG funds › | HANOVER INS GROUP INC | TRIM | — | 0.1% | +0.0% | 0.6 | 2,784 | -86 | 5 | — |
| ☆SOBO funds › | SOUTH BOW CORP | ADD | — | 0.1% | +0.0% | 0.6 | 16,531 | +71 | 4 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | +0.0% | 0.6 | 1,155 | +0 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 0.1% | -0.0% | 0.6 | 573 | -122 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | +0.0% | 0.5 | 1,524 | -60 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.5 | 4,094 | -562 | 5 | — |
| ☆CQP funds › | CHENIERE ENERGY PARTNERS L P | HOLD | — | 0.1% | -0.0% | 0.5 | 8,090 | +0 | 5 | — |
| ☆SXI funds › | STANDEX INTL CORP | HOLD | — | 0.1% | +0.0% | 0.5 | 1,361 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.1% | -0.0% | 0.5 | 5,700 | -1,627 | 5 | — |
| ☆TFX funds › | TELEFLEX INCORPORATED | HOLD | — | 0.1% | +0.0% | 0.4 | 3,500 | +0 | 5 | — |
| ☆AM funds › | ANTERO MIDSTREAM CORP | ADD | — | 0.1% | +0.0% | 0.4 | 18,499 | +975 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.1% | +0.0% | 0.4 | 1,638 | +0 | 5 | — |
| ☆AUSF funds › | GLOBAL X FDS | NEW | — | 0.1% | +0.1% | 0.4 | 8,310 | +8,310 | 1 | — |
| ☆EQT funds › | EQT CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 7,366 | -56 | 5 | — |
| ☆WDFC funds › | WD 40 CO | TRIM | — | 0.1% | -0.1% | 0.4 | 1,586 | -1,695 | 5 | — |
| ☆HESM funds › | HESS MIDSTREAM LP | ADD | — | 0.1% | -0.0% | 0.4 | 10,228 | +199 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.4 | 638 | +638 | 1 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.1% | +0.0% | 0.4 | 311 | -1 | 2 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | ADD | — | 0.1% | +0.0% | 0.4 | 1,891 | +11 | 5 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | TRIM | — | 0.1% | +0.0% | 0.3 | 2,937 | -76 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,810 | +0 | 5 | — |
| ☆WPC funds › | WP CAREY INC | HOLD | — | 0.1% | +0.0% | 0.3 | 4,500 | +0 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | HOLD | — | 0.1% | +0.0% | 0.3 | 1,531 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.1% | +0.0% | 0.3 | 291 | +0 | 2 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 0.1% | -0.0% | 0.3 | 1,797 | -695 | 5 | — |
| ☆ELS funds › | EQUITY LIFESTYLE PROPERTIES | TRIM | — | 0.1% | -0.0% | 0.3 | 4,627 | -150 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.3 | 682 | +682 | 1 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.1% | +0.0% | 0.3 | 784 | -5 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 0.1% | -0.0% | 0.3 | 717 | -6 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.1% | +0.1% | 0.3 | 280 | +280 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 346 | +346 | 1 | — |
| ☆BR funds › | BROADRIDGE FINL SOLUTIONS IN | TRIM | — | 0.1% | -0.0% | 0.3 | 1,925 | -388 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.0% | +0.0% | 0.2 | 834 | +834 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,413 | +1,413 | 1 | — |
| ☆DKL funds › | DELEK LOGISTICS PARTNERS LP | HOLD | — | 0.0% | +0.0% | 0.2 | 4,639 | +0 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,390 | +2,390 | 1 | — |
| ☆ITT funds › | ITT INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,129 | +1,129 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.0% | +0.0% | 0.2 | 3,025 | +3,025 | 1 | — |
| ☆HDB funds › | HDFC BANK LTD | HOLD | — | 0.0% | +0.0% | 0.2 | 8,368 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | NEW | — | 0.0% | +0.0% | 0.2 | 667 | +667 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 1,934 | -750 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.0% | -0.0% | 0.2 | 919 | +0 | 5 | — |
| ☆BTZ funds › | BLACKROCK CR ALLOCATION | NEW | — | 0.0% | +0.0% | 0.2 | 20,000 | +20,000 | 1 | — |
| ☆GEL funds › | GENESIS ENERGY L P | TRIM | — | 0.0% | -0.0% | 0.1 | 10,152 | -2,566 | 5 | — |
| ☆AMLP funds › | ALPS ETF TR | EXIT | ETP | 0.0% | -0.1% | 0.0 | 0 | -7,995 | 0 | — |
| ☆COP funds › | CONOCOPHILLIPS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,334 | 0 | — |
| ☆MUB funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,362 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -878 | 0 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,170 | 0 | — |
| ☆FDS funds › | FACTSET RESH SYS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,213 | 0 | — |
| ☆DVGR funds › | EA SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -49,631 | 0 | — |
| ☆VV funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,360 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,945 | 0 | — |
| ☆GIS funds › | GENERAL MILLS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5,649 | 0 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -504 | 0 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -9,000 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,854 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 517 | 137 | 0.09 | 33% | 0.021 | 0.329 | — | in |
| 2026Q1 | 501 | 138 | 0.09 | 32% | 0.020 | 0.344 | — | in |
| 2025Q4 | 523 | 138 | 0.07 | 33% | 0.021 | 0.347 | — | in |
| 2025Q3 | 570 | 144 | 0.05 | 34% | 0.022 | 0.403 | — | in |
| 2025Q2 | 551 | 139 | 0.07 | 35% | 0.022 | 0.417 | — | entered |
| 2025Q1 | 528 | 142 | 0.00 | 35% | 0.021 | 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 ·
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