☆Guinness Asset Management LTD
Quality Q
0.807
AUM ($M)
5,910
Positions
141
Turnover
0.09
Top-10 wt
44%
Herfindahl
0.031
History (qtrs)
6
Excess Return
-12.9%
AI Eval Run AI Eval
Holdings · 145 positions · portfolio value $5,910M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 5.5% | +1.7% | 326.1 | 1,098,283 | -59,679 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 5.4% | +1.6% | 318.9 | 2,727,849 | -146,340 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 4.9% | +0.5% | 292.2 | 776,648 | -50,353 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 4.4% | -0.2% | 262.0 | 1,036,908 | -57,016 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 4.4% | +0.3% | 261.2 | 1,042,337 | -58,678 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 4.1% | +0.4% | 241.3 | 568,814 | -31,097 | 4 | +8.1% |
| ☆AFL funds › | AFLAC INC | TRIM | Common Stock | 4.0% | -0.0% | 238.8 | 2,043,845 | -115,233 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 4.0% | +0.1% | 234.1 | 1,642,288 | -93,275 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 3.8% | -0.0% | 222.6 | 2,749,910 | -157,693 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.6% | -0.3% | 213.6 | 574,920 | -39,600 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 3.4% | -0.6% | 201.5 | 2,584,951 | -131,901 | 4 | -20.8% |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | TRIM | — | 3.3% | -0.1% | 194.7 | 851,348 | -50,551 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 3.3% | -0.1% | 194.2 | 721,056 | -42,051 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 3.2% | -0.2% | 189.0 | 1,293,847 | -76,168 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 3.2% | -0.3% | 188.7 | 3,262,991 | -204,247 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 3.1% | -0.7% | 183.8 | 1,363,494 | -79,397 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 3.1% | -0.0% | 182.0 | 1,856,567 | -112,167 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 3.0% | -0.2% | 178.9 | 186,867 | -11,091 | 5 | — |
| ☆CME funds › | CME GROUP INC | TRIM | — | 2.8% | -1.3% | 166.2 | 755,576 | -45,594 | 5 | — |
| ☆OTIS funds › | OTIS WORLDWIDE CORP | TRIM | — | 2.7% | -0.5% | 157.6 | 2,202,384 | -143,708 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 1.6% | +0.4% | 97.2 | 206,434 | -12,816 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 1.3% | +0.4% | 74.0 | 250,753 | +217,458 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 1.2% | +0.2% | 69.3 | 392,806 | -34,597 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 1.1% | +0.4% | 66.0 | 155,776 | -53,923 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 1.1% | +0.4% | 65.6 | 90,796 | -34,650 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 1.0% | +1.0% | 57.0 | 98,203 | +98,203 | 1 | +105.4% |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.9% | +0.1% | 51.2 | 144,494 | -10,166 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.8% | +0.0% | 48.7 | 204,466 | -22,771 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.8% | +0.0% | 48.4 | 170,670 | -13,974 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.8% | +0.0% | 47.6 | 241,759 | -15,733 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.8% | +0.0% | 46.4 | 135,291 | -15,066 | 5 | — |
| ☆AME funds › | AMETEK INC | TRIM | — | 0.8% | -0.0% | 44.6 | 184,187 | -20,511 | 5 | — |
| ☆NDAQ funds › | NASDAQ INC | ADD | — | 0.8% | +0.7% | 44.4 | 563,280 | +545,222 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.7% | -0.1% | 42.7 | 83,172 | -9,262 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | TRIM | — | 0.7% | -0.1% | 42.2 | 124,650 | -13,083 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.7% | -0.1% | 41.9 | 83,662 | -9,318 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.7% | -0.1% | 39.2 | 205,674 | -22,904 | 5 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | ADD | — | 0.6% | -0.2% | 37.8 | 312,079 | +909 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.6% | -0.1% | 36.7 | 65,099 | -7,250 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.6% | -0.3% | 36.4 | 510,403 | -56,844 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.6% | -0.2% | 34.5 | 220,332 | -24,537 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | TRIM | — | 0.3% | -0.1% | 16.7 | 64,304 | -24,747 | 5 | — |
| ☆HUBB funds › | HUBBELL INC | TRIM | — | 0.3% | +0.0% | 16.6 | 31,737 | -568 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.3% | +0.0% | 15.7 | 32,004 | -839 | 4 | -7.8% |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.3% | -0.0% | 15.0 | 170,423 | -4,469 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.3% | -0.1% | 14.8 | 89,288 | -11,304 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | TRIM | — | 0.2% | -0.1% | 13.5 | 130,058 | -15,886 | 5 | — |
| ☆ST funds › | SENSATA TECHNOLOGIES HLDG PL | TRIM | — | 0.2% | +0.1% | 13.0 | 272,779 | -7,154 | 4 | +25.2% |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.2% | +0.1% | 13.0 | 46,127 | -1,209 | 4 | -17.6% |
| ☆CNQ funds › | CANADIAN NAT RES LTD MED TER | TRIM | — | 0.2% | -0.1% | 12.1 | 305,685 | -49,145 | 5 | — |
| ☆CVE funds › | CENOVUS ENERGY INC | TRIM | — | 0.2% | -0.1% | 11.8 | 477,590 | -89,119 | 5 | — |
| ☆SU funds › | SUNCOR ENERGY INC NEW | TRIM | — | 0.2% | -0.1% | 11.8 | 219,341 | -37,368 | 5 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | TRIM | — | 0.2% | -0.1% | 11.7 | 66,789 | -8,187 | 5 | — |
| ☆EOG funds › | EOG RES INC | TRIM | — | 0.2% | -0.1% | 11.7 | 90,489 | -11,006 | 5 | — |
| ☆IMO funds › | IMPERIAL OIL LTD | TRIM | — | 0.2% | -0.1% | 11.5 | 102,697 | -20,133 | 5 | — |
| ☆ORA funds › | ORMAT TECHNOLOGIES INC | TRIM | — | 0.2% | -0.0% | 11.5 | 105,654 | -2,770 | 5 | — |
| ☆FSLR funds › | FIRST SOLAR INC | TRIM | — | 0.2% | +0.0% | 11.5 | 48,665 | -1,276 | 5 | — |
| ☆NTES funds › | NETEASE COM INC | ADD | — | 0.2% | +0.0% | 10.8 | 84,586 | +7,212 | 5 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW | TRIM | — | 0.2% | -0.1% | 10.6 | 256,963 | -31,357 | 5 | — |
| ☆OC funds › | OWENS CORNING NEW | ADD | — | 0.2% | +0.1% | 10.3 | 65,014 | +1,402 | 5 | — |
| ☆HAL funds › | HALLIBURTON CO | TRIM | — | 0.2% | -0.1% | 10.1 | 298,210 | -40,817 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | TRIM | — | 0.2% | -0.0% | 10.0 | 134,715 | -18,953 | 3 | +15.7% |
| ☆SLB funds › | SLB LIMITED | TRIM | — | 0.2% | -0.1% | 9.6 | 206,777 | -40,183 | 5 | — |
| ☆TRP funds › | TC ENERGY CORP | TRIM | — | 0.2% | -0.0% | 9.4 | 141,661 | -22,879 | 4 | +5.8% |
| ☆ENB funds › | ENBRIDGE INC | TRIM | — | 0.2% | -0.0% | 9.4 | 172,617 | -24,328 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 0.2% | -0.0% | 9.2 | 286,667 | -49,236 | 5 | — |
| ☆CSL funds › | CARLISLE COS INC | ADD | — | 0.2% | +0.0% | 8.9 | 24,511 | +407 | 5 | — |
| ☆APTV funds › | APTIV PLC | ADD | — | 0.1% | -0.0% | 8.5 | 137,910 | +2,486 | 4 | -55.4% |
| ☆ACM funds › | AECOM | TRIM | — | 0.1% | -0.0% | 8.3 | 119,464 | -3,130 | 3 | -87.1% |
| ☆ITRI funds › | ITRON INC | ADD | — | 0.1% | -0.0% | 8.3 | 96,087 | +1,794 | 5 | — |
| ☆BKR funds › | BAKER HUGHES COMPANY | TRIM | — | 0.1% | -0.0% | 8.2 | 147,628 | -27,673 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.1% | -0.0% | 7.0 | 37,980 | -20,577 | 5 | — |
| ☆AMRC funds › | AMERESCO INC | ADD | — | 0.1% | +0.0% | 5.3 | 193,399 | +6,467 | 5 | — |
| ☆CSIQ funds › | CANADIAN SOLAR INC | TRIM | — | 0.1% | +0.0% | 5.0 | 311,173 | -8,161 | 5 | — |
| ☆ENPH funds › | ENPHASE ENERGY INC | TRIM | — | 0.1% | +0.0% | 3.2 | 65,436 | -1,722 | 5 | — |
| ☆HLX funds › | HELIX ENERGY SOLUTIONS GRP I | TRIM | — | 0.0% | -0.0% | 2.2 | 256,264 | -41,360 | 5 | — |
| ☆CUSIP:008252108 funds › | AFFILIATED MANAGERS GROUP | TRIM | — | 0.0% | -0.0% | 1.1 | 3,190 | -764 | 5 | — |
| ☆STT funds › | STATE STR CORP | TRIM | — | 0.0% | -0.0% | 1.1 | 6,322 | -2,794 | 5 | — |
| ☆TER funds › | TERADYNE INC | ADD | — | 0.0% | +0.0% | 0.8 | 1,726 | +221 | 5 | — |
| ☆IVZ funds › | INVESCO LTD | TRIM | — | 0.0% | -0.0% | 0.8 | 31,472 | -5,561 | 4 | +37.2% |
| ☆AMP funds › | AMERIPRISE FINL INC | TRIM | — | 0.0% | -0.0% | 0.8 | 1,704 | -298 | 5 | — |
| ☆RJF funds › | RAYMOND JAMES FINL INC | TRIM | — | 0.0% | -0.0% | 0.8 | 4,998 | -881 | 5 | — |
| ☆ENTG funds › | ENTEGRIS INC | ADD | — | 0.0% | +0.0% | 0.7 | 4,156 | +532 | 5 | — |
| ☆BEN funds › | FRANKLIN RESOURCES INC | TRIM | — | 0.0% | +0.0% | 0.7 | 21,525 | -3,804 | 5 | — |
| ☆JAZZ funds › | JAZZ PHARMACEUTICALS PLC | ADD | — | 0.0% | +0.0% | 0.7 | 2,730 | +247 | 4 | +86.4% |
| ☆VRT funds › | VERTIV HOLDINGS CO | ADD | — | 0.0% | +0.0% | 0.6 | 1,910 | +233 | 5 | — |
| ☆KEYS funds › | KEYSIGHT TECHNOLOGIES INC | ADD | — | 0.0% | +0.0% | 0.6 | 1,821 | +232 | 5 | — |
| ☆BAP funds › | CREDICORP LTD | TRIM | — | 0.0% | -0.0% | 0.6 | 1,631 | -464 | 4 | +38.8% |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.0% | -0.0% | 0.6 | 5,115 | -902 | 5 | — |
| ☆ARES funds › | ARES MANAGEMENT CORPORATION | TRIM | — | 0.0% | -0.0% | 0.6 | 5,334 | -941 | 5 | — |
| ☆IEX funds › | IDEX CORP | ADD | — | 0.0% | +0.0% | 0.6 | 2,572 | +344 | 5 | — |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | ADD | — | 0.0% | +0.0% | 0.6 | 415 | +20 | 5 | — |
| ☆KKR funds › | KKR & CO INC | TRIM | — | 0.0% | -0.0% | 0.6 | 6,076 | -1,071 | 5 | — |
| ☆CG funds › | CARLYLE GROUP INC | TRIM | — | 0.0% | -0.0% | 0.6 | 13,143 | -2,321 | 5 | — |
| ☆RVTY funds › | REVVITY INC | ADD | — | 0.0% | +0.0% | 0.6 | 4,961 | +1,062 | 5 | — |
| ☆WMS funds › | ADVANCED DRAIN SYS INC DEL | ADD | — | 0.0% | +0.0% | 0.5 | 3,440 | +735 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | ADD | — | 0.0% | +0.0% | 0.5 | 5,886 | +1,259 | 2 | +5.9% re-entry |
| ☆ADUS funds › | ADDUS HOMECARE CORP | ADD | — | 0.0% | +0.0% | 0.5 | 5,155 | +1,864 | 5 | — |
| ☆MSCI funds › | MSCI INC | ADD | — | 0.0% | +0.0% | 0.5 | 910 | +254 | 5 | -24.4% |
| ☆ZBRA funds › | ZEBRA TECHNOLOGIES CORPORATI | ADD | — | 0.0% | +0.0% | 0.5 | 1,903 | +697 | 5 | — |
| ☆FTV funds › | FORTIVE CORP | ADD | — | 0.0% | +0.0% | 0.5 | 8,191 | +1,066 | 5 | — |
| ☆TROW funds › | PRICE T ROWE GROUP INC | TRIM | — | 0.0% | +0.0% | 0.5 | 4,398 | -774 | 5 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 0.0% | +0.0% | 0.5 | 1,328 | +226 | 5 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | ADD | — | 0.0% | +0.0% | 0.5 | 3,653 | +843 | 5 | — |
| ☆APAM funds › | ARTISAN PARTNERS ASSET MGMT | TRIM | — | 0.0% | -0.0% | 0.5 | 13,250 | -2,339 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | ADD | — | 0.0% | +0.0% | 0.3 | 1,535 | +578 | 2 | -8.9% |
| ☆EQIX funds › | EQUINIX INC | ADD | — | 0.0% | +0.0% | 0.3 | 324 | +114 | 4 | +22.4% |
| ☆LNT funds › | ALLIANT ENERGY CORP | ADD | — | 0.0% | +0.0% | 0.3 | 4,373 | +1,663 | 4 | -9.4% |
| ☆VTR funds › | VENTAS INC | ADD | — | 0.0% | +0.0% | 0.3 | 3,708 | +1,411 | 4 | +16.6% |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.0% | +0.0% | 0.3 | 2,403 | +911 | 3 | -19.3% |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.0% | +0.0% | 0.3 | 1,200 | +450 | 4 | +14.1% |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.0% | +0.0% | 0.3 | 2,766 | +1,051 | 4 | -15.6% |
| ☆DLR funds › | DIGITAL RLTY TR INC | ADD | — | 0.0% | +0.0% | 0.3 | 1,753 | +661 | 4 | +1.4% |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | NEW | — | 0.0% | +0.0% | 0.3 | 3,821 | +3,821 | 1 | -25.0% |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.0% | +0.0% | 0.3 | 2,442 | +926 | 4 | -17.3% |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.0% | +0.0% | 0.3 | 2,264 | +858 | 4 | +14.7% |
| ☆WTRG funds › | ESSENTIAL UTILS INC | ADD | — | 0.0% | +0.0% | 0.3 | 7,851 | +3,000 | 4 | -15.2% |
| ☆BIP funds › | BROOKFIELD INFRASTRUCTURE PA | ADD | — | 0.0% | +0.0% | 0.3 | 8,149 | +3,114 | 4 | +16.4% |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.0% | +0.0% | 0.3 | 1,753 | +661 | 4 | -33.6% |
| ☆SBAC funds › | SBA COMMUNICATIONS CORP | ADD | — | 0.0% | +0.0% | 0.3 | 1,541 | +579 | 4 | -35.9% |
| ☆BIDU funds › | BAIDU INC | HOLD | — | 0.0% | +0.0% | 0.2 | 1,890 | +0 | 5 | — |
| ☆JD funds › | JD.COM INC | HOLD | — | 0.0% | -0.0% | 0.1 | 5,443 | +0 | 5 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | HOLD | — | 0.0% | -0.0% | 0.1 | 820 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.0% | +0.0% | 0.0 | 36 | +0 | 3 | +16.7% |
| ☆CLH funds › | CLEAN HARBORS INC | HOLD | — | 0.0% | +0.0% | 0.0 | 70 | +0 | 3 | +63.7% |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.0% | +0.0% | 0.0 | 40 | +0 | 3 | -1.3% |
| ☆FSS funds › | FEDERAL SIGNAL CORP | HOLD | — | 0.0% | +0.0% | 0.0 | 149 | +0 | 3 | +0.6% |
| ☆ECL funds › | ECOLAB INC | HOLD | — | 0.0% | +0.0% | 0.0 | 64 | +0 | 3 | -12.2% |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.0% | -0.0% | 0.0 | 78 | +0 | 3 | -11.7% |
| ☆RSG funds › | REPUBLIC SVCS INC | HOLD | — | 0.0% | -0.0% | 0.0 | 79 | +0 | 3 | -20.1% |
| ☆SNPS funds › | SYNOPSYS INC | HOLD | — | 0.0% | +0.0% | 0.0 | 35 | +0 | 3 | -13.5% |
| ☆CTAS funds › | CINTAS CORP | HOLD | — | 0.0% | -0.0% | 0.0 | 89 | +0 | 3 | -11.6% |
| ☆XYL funds › | XYLEM INC | HOLD | — | 0.0% | -0.0% | 0.0 | 122 | +0 | 3 | -43.3% |
| ☆TTEK funds › | TETRA TECH INC NEW | HOLD | — | 0.0% | -0.0% | 0.0 | 489 | +0 | 3 | -20.2% |
| ☆BMI funds › | BADGER METER INC | HOLD | — | 0.0% | -0.0% | 0.0 | 93 | +0 | 3 | -56.1% |
| ☆DSGX funds › | DESCARTES SYS GROUP INC | HOLD | — | 0.0% | -0.0% | 0.0 | 188 | +0 | 3 | -29.9% |
| ☆CPRT funds › | COPART INC | HOLD | — | 0.0% | -0.0% | 0.0 | 434 | +0 | 3 | -54.9% |
| ☆ADSK funds › | AUTODESK INC | HOLD | — | 0.0% | -0.0% | 0.0 | 56 | +0 | 3 | -42.7% |
| ☆PTC funds › | PTC INC | HOLD | — | 0.0% | -0.0% | 0.0 | 94 | +0 | 3 | -43.0% |
| ☆TRMB funds › | TRIMBLE INC | HOLD | — | 0.0% | -0.0% | 0.0 | 208 | +0 | 3 | -55.2% |
| ☆CUSIP:G4474Y214 funds › | JANUS HENDERSON GROUP PLC | TRIM | — | 0.0% | -0.0% | 0.0 | 0 | -20,915 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -139,724 | 0 | — |
| ☆ATHM funds › | AUTOHOME INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,271 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -141,596 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -71,115 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 5,910 | 141 | 0.09 | 44% | 0.031 | 0.803 | — | in |
| 2026Q1 | 5,798 | 143 | 0.05 | 41% | 0.030 | 0.836 | — | in |
| 2025Q4 | 6,165 | 146 | 0.04 | 43% | 0.031 | 0.831 | — | in |
| 2025Q3 | 6,277 | 127 | 0.11 | 43% | 0.032 | 0.748 | — | in |
| 2025Q2 | 5,589 | 103 | 0.12 | 48% | 0.035 | 0.788 | — | entered |
| 2025Q1 | 4,804 | 103 | 0.00 | 49% | 0.036 | 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