☆Zuckerman Investment Group, LLC
Quality Q
0.581
AUM ($M)
1,182
Positions
138
Turnover
0.07
Top-10 wt
39%
Herfindahl
0.029
History (qtrs)
6
Excess Return
-10.6%
AI Eval Run AI Eval
Holdings · 144 positions · portfolio value $1,182M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VRT funds › | VERTIV HOLDINGS CO | TRIM | — | 9.4% | -0.0% | 111.3 | 332,438 | -69,054 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.9% | +0.5% | 58.0 | 162,178 | -353 | 5 | — |
| ☆ICLR funds › | ICON PUB LTD CO | ADD | — | 4.3% | +1.4% | 51.1 | 294,439 | +13,447 | 5 | — |
| ☆ULTA funds › | ULTA BEAUTY INC | ADD | — | 3.7% | -0.5% | 44.2 | 98,024 | +10,784 | 5 | — |
| ☆KKR funds › | KKR & CO INC | ADD | — | 3.0% | +0.3% | 35.7 | 389,370 | +80,329 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.0% | +0.1% | 35.7 | 95,711 | +12,229 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 2.8% | -0.6% | 33.2 | 43,994 | +2,362 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.8% | +0.4% | 32.7 | 113,075 | +12,117 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 2.8% | +0.1% | 32.7 | 129,804 | -334 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 2.7% | -0.0% | 31.9 | 533,604 | -366 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 2.6% | -0.7% | 31.0 | 197,724 | +5,891 | 4 | -40.5% |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 2.6% | +0.0% | 30.4 | 427,105 | +28 | 5 | — |
| ☆GPGI funds › | GPGI INC | ADD | — | 2.6% | +0.0% | 30.3 | 1,913,886 | +325,164 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 2.5% | -0.1% | 29.5 | 58,930 | +890 | 5 | — |
| ☆DKS funds › | DICKS SPORTING GOODS INC | ADD | — | 2.4% | +0.1% | 28.3 | 124,645 | +609 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.0% | +0.1% | 24.1 | 101,001 | +1,255 | 5 | — |
| ☆HSIC funds › | SCHEIN HENRY INC | TRIM | — | 2.0% | +0.0% | 24.1 | 288,106 | -452 | 5 | — |
| ☆AEBI funds › | AEBI SCHMIDT HLDG AG | TRIM | — | 2.0% | +0.3% | 23.6 | 1,877,833 | -17,369 | 4 | -13.5% |
| ☆CHWY funds › | CHEWY INC | ADD | — | 2.0% | +0.7% | 23.1 | 1,175,841 | +682,603 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.9% | -0.3% | 22.9 | 40,711 | -361 | 5 | — |
| ☆CSW funds › | CSW INDUSTRIALS INC | ADD | — | 1.9% | -0.1% | 22.5 | 80,842 | +675 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.8% | +0.1% | 20.9 | 30,433 | +481 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.7% | +0.3% | 20.2 | 27 | +6 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.7% | -0.0% | 19.6 | 59,805 | -356 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 1.6% | +0.0% | 19.5 | 89,261 | +1,147 | 5 | — |
| ☆PNR funds › | PENTAIR PLC | ADD | — | 1.5% | -0.4% | 18.1 | 236,525 | +112 | 5 | — |
| ☆RHLD funds › | RESOLUTE HLDGS MGMT INC | TRIM | — | 1.5% | -0.4% | 17.7 | 122,349 | -333 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | TRIM | — | 1.5% | -0.4% | 17.5 | 116,824 | -380 | 5 | — |
| ☆OIH funds › | VANECK ETF TRUST | TRIM | — | 1.5% | -0.3% | 17.2 | 46,163 | -477 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | +0.0% | 14.7 | 182,044 | +136,750 | 5 | — |
| ☆SGOV funds › | ISHARES TR | TRIM | — | 1.2% | -0.3% | 14.5 | 144,332 | -19,999 | 2 | -27.8% |
| ☆LULU funds › | LULULEMON ATHLETICA INC | ADD | — | 1.2% | +0.1% | 14.3 | 125,509 | +49,830 | 5 | -80.1% |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.1% | +0.1% | 12.7 | 104,587 | +528 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 1.0% | -0.1% | 12.1 | 125,933 | -781 | 5 | — |
| ☆SITE funds › | SITEONE LANDSCAPE SUPPLY INC | ADD | — | 1.0% | -0.3% | 11.5 | 100,401 | +320 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.9% | -0.3% | 11.1 | 122,584 | -1,217 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.9% | +0.1% | 11.1 | 89,275 | +67,529 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.9% | +0.6% | 10.9 | 31,701 | +21,355 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.8% | -0.0% | 9.9 | 19,841 | +755 | 5 | — |
| ☆PTLO funds › | PORTILLOS INC | TRIM | — | 0.8% | -0.2% | 9.7 | 2,049,697 | -12,427 | 5 | — |
| ☆IUSV funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 9.5 | 86,389 | -2,146 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.8% | -0.0% | 9.0 | 167,168 | -1,957 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.6% | -0.1% | 7.6 | 51,564 | +0 | 3 | -22.7% |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.6% | +0.1% | 7.0 | 9,550 | +438 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.6% | -0.6% | 6.7 | 32,921 | -20,209 | 5 | -56.1% |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.5% | -0.3% | 6.5 | 90,624 | +1,032 | 2 | -28.4% |
| ☆CUSIP:852234AK9 funds › | BLOCK INC | TRIM | — | 0.5% | -0.1% | 6.0 | 6,363,000 | -44,000 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.3% | +0.0% | 3.7 | 44,636 | -510 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.0% | 3.5 | 13,712 | -108 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.3% | +0.0% | 3.1 | 8,825 | +65 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.3% | -0.1% | 3.1 | 26,654 | +3,800 | 5 | — |
| ☆HRMY funds › | HARMONY BIOSCIENCES HLDGS IN | HOLD | — | 0.2% | +0.0% | 2.8 | 78,255 | +0 | 4 | -18.7% |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.2% | -0.1% | 2.8 | 21,030 | -269 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.2% | +0.2% | 2.6 | 22,103 | +13,500 | 5 | — |
| ☆XLB funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 2.4 | 47,627 | +1,017 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 2.3 | 50,822 | -623 | 5 | — |
| ☆HYBB funds › | ISHARES TR | ADD | — | 0.2% | +0.1% | 2.2 | 46,130 | +29,048 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.2% | +0.1% | 2.1 | 27,183 | +17,144 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | +0.1% | 2.1 | 27,779 | +17,652 | 5 | — |
| ☆SHYG funds › | ISHARES TR | ADD | — | 0.2% | +0.1% | 2.1 | 49,872 | +31,883 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.2% | -0.0% | 2.1 | 5,991 | +49 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.2% | -0.0% | 2.0 | 3,976 | -2 | 5 | — |
| ☆CBOE funds › | CBOE GLOBAL MKTS INC | TRIM | — | 0.2% | -0.1% | 1.9 | 7,795 | -610 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.0% | 1.8 | 4,351 | -33 | 5 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 1.6 | 37,218 | +509 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 1.5 | 12,036 | -82 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.1% | +0.0% | 1.5 | 3,123 | +13 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 1.5 | 10,033 | +689 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 1.5 | 9,266 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.1% | +0.0% | 1.4 | 7,182 | +849 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.1% | +0.0% | 1.4 | 1,888 | +405 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.1% | -0.0% | 1.4 | 3,349 | -598 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.1% | +0.0% | 1.3 | 1,331 | -14 | 5 | — |
| ☆ATR funds › | APTARGROUP INC | HOLD | — | 0.1% | -0.0% | 1.3 | 10,521 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.1% | -0.0% | 1.2 | 6,441 | -122 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 1.2 | 3,266 | +0 | 4 | +8.6% |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.1% | +0.0% | 1.1 | 3,027 | +12 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.1% | +0.0% | 1.1 | 942 | +0 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.1% | -0.0% | 1.1 | 4,283 | +6 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.1% | +0.0% | 1.0 | 17,917 | -312 | 5 | — |
| ☆BCTK funds › | BARON ETF TR | HOLD | — | 0.1% | +0.0% | 1.0 | 30,683 | +0 | 3 | +14.1% |
| ☆ARKK funds › | ARK ETF TR | ADD | — | 0.1% | +0.0% | 1.0 | 12,261 | +11 | 5 | — |
| ☆VIOO funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.1% | +0.0% | 1.0 | 7,089 | +709 | 2 | +3.1% |
| ☆CDNL funds › | CARDINAL INFRASTRUCTURE GROU | HOLD | — | 0.1% | +0.0% | 0.9 | 10,000 | +0 | 3 | +87.8% |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.9 | 1,204 | +38 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.1% | +0.0% | 0.9 | 2,013 | +12 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.1% | -0.0% | 0.8 | 9,968 | +0 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.1% | +0.0% | 0.8 | 404 | +0 | 3 | +99.7% |
| ☆DE funds › | DEERE & CO | ADD | — | 0.1% | +0.0% | 0.8 | 1,228 | +168 | 5 | — |
| ☆FTNT funds › | FORTINET INC | HOLD | — | 0.1% | +0.0% | 0.8 | 5,000 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.1% | +0.0% | 0.7 | 5,310 | -186 | 3 | +308.2% |
| ☆BKR funds › | BAKER HUGHES COMPANY | ADD | — | 0.1% | -0.0% | 0.7 | 12,748 | +56 | 5 | — |
| ☆LB funds › | LANDBRIDGE COMPANY LLC | HOLD | — | 0.1% | +0.0% | 0.7 | 8,700 | +0 | 5 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.1% | +0.0% | 0.6 | 3,799 | +0 | 5 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | HOLD | — | 0.1% | -0.0% | 0.6 | 4,730 | +0 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.1% | -0.0% | 0.6 | 8,249 | +103 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | HOLD | — | 0.0% | +0.0% | 0.6 | 5,724 | +0 | 5 | — |
| ☆NMRK funds › | NEWMARK GROUP INC | HOLD | — | 0.0% | -0.0% | 0.5 | 36,250 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.0% | -0.0% | 0.5 | 3,994 | +0 | 5 | — |
| ☆ACHR funds › | ARCHER AVIATION INC | HOLD | — | 0.0% | -0.0% | 0.5 | 112,216 | +0 | 3 | -38.8% |
| ☆CSWC funds › | CAPITAL SOUTHWEST CORP | TRIM | — | 0.0% | -0.0% | 0.5 | 21,371 | -566 | 5 | — |
| ☆RSI funds › | RUSH STREET INTERACTIVE INC | HOLD | — | 0.0% | +0.0% | 0.4 | 14,250 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | HOLD | — | 0.0% | +0.0% | 0.4 | 553 | +0 | 2 | +324.4% |
| ☆CRWV funds › | COREWEAVE INC | HOLD | — | 0.0% | +0.0% | 0.4 | 4,000 | +0 | 5 | -1.1% |
| ☆CME funds › | CME GROUP INC | NEW | — | 0.0% | +0.0% | 0.4 | 1,793 | +1,793 | 1 | -62.9% re-entry |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.0% | -0.0% | 0.4 | 1,434 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.4 | 4,735 | +0 | 5 | — |
| ☆TTD funds › | THE TRADE DESK INC | HOLD | — | 0.0% | -0.0% | 0.4 | 20,008 | +0 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.0% | -0.0% | 0.4 | 2,997 | +41 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.0% | +0.0% | 0.4 | 1,172 | -28 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 2,485 | +0 | 5 | +3.7% |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.0% | -0.0% | 0.3 | 4,163 | +0 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.0% | -0.0% | 0.3 | 5,844 | +454 | 5 | — |
| ☆XBI funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.3 | 2,023 | +0 | 3 | +29.6% |
| ☆HWC funds › | HANCOCK WHITNEY CORPORATION | HOLD | — | 0.0% | +0.0% | 0.3 | 4,208 | +0 | 5 | — |
| ☆CNTN funds › | CANTON STRATEGIC HOLDINGS IN | ADD | — | 0.0% | +0.0% | 0.3 | 111,273 | +64,300 | 2 | -114.2% |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.0% | +0.0% | 0.3 | 906 | +906 | 1 | +496.1% |
| ☆SII funds › | SPROTT INC | HOLD | — | 0.0% | -0.0% | 0.3 | 2,707 | +0 | 4 | +56.4% |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | HOLD | — | 0.0% | -0.0% | 0.3 | 3,740 | +0 | 2 | -53.0% |
| ☆SLB funds › | SLB LIMITED | HOLD | — | 0.0% | -0.0% | 0.3 | 6,403 | +0 | 5 | — |
| ☆AAXJ funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 2,457 | +0 | 5 | +13.6% |
| ☆TYL funds › | TYLER TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,001 | +0 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | ADD | — | 0.0% | +0.0% | 0.3 | 5,967 | +15 | 5 | — |
| ☆MOH funds › | MOLINA HEALTHCARE INC | NEW | — | 0.0% | +0.0% | 0.3 | 1,205 | +1,205 | 1 | +53.7% re-entry |
| ☆HPQ funds › | HP INC | HOLD | — | 0.0% | +0.0% | 0.3 | 12,400 | +0 | 5 | — |
| ☆AVTR funds › | AVANTOR INC | TRIM | — | 0.0% | -0.0% | 0.3 | 27,223 | -10,274 | 5 | — |
| ☆RYAM funds › | RAYONIER ADVANCED MATLS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 34,154 | +0 | 3 | +52.5% |
| ☆NTR funds › | NUTRIEN LTD | HOLD | — | 0.0% | -0.0% | 0.2 | 3,940 | +0 | 5 | -8.9% |
| ☆NVT funds › | NVENT ELEC PLC | NEW | — | 0.0% | +0.0% | 0.2 | 1,447 | +1,447 | 1 | +7.1% |
| ☆SIMO funds › | SILICON MOTION TECHNOLOGY CO | NEW | — | 0.0% | +0.0% | 0.2 | 732 | +732 | 1 | +38.1% |
| ☆EOSE funds › | EOS ENERGY ENTERPRISES INC | HOLD | — | 0.0% | +0.0% | 0.2 | 38,724 | +0 | 5 | -61.1% |
| ☆ZBRA funds › | ZEBRA TECHNOLOGIES CORPORATI | NEW | — | 0.0% | +0.0% | 0.2 | 820 | +820 | 1 | +337.8% re-entry |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,159 | +1,159 | 1 | -81.0% |
| ☆DVN funds › | DEVON ENERGY CORP NEW | NEW | — | 0.0% | +0.0% | 0.2 | 5,159 | +5,159 | 1 | -50.4% re-entry |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.0% | -0.0% | 0.2 | 222 | +4 | 2 | -41.0% re-entry |
| ☆DEO funds › | DIAGEO PLC | NEW | — | 0.0% | +0.0% | 0.2 | 2,555 | +2,555 | 1 | +47.5% re-entry |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | HOLD | — | 0.0% | -0.0% | 0.2 | 5,446 | +0 | 2 | -12.3% |
| ☆ESRT funds › | EMPIRE ST RLTY TR INC | HOLD | — | 0.0% | -0.0% | 0.2 | 30,000 | +0 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5,282 | 0 | — |
| ☆CUSIP:127097103 funds › | COTERRA ENERGY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,370 | 0 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,523 | 0 | -89.8% |
| ☆KVUE funds › | KENVUE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,317 | 0 | — |
| ☆DHR funds › | DANAHER CORP DEL | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,100 | 0 | -41.4% |
| ☆BCO funds › | BRINKS CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,124 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,182 | 138 | 0.07 | 39% | 0.029 | 0.577 | — | in |
| 2026Q1 | 1,067 | 135 | 0.09 | 39% | 0.028 | 0.514 | — | in |
| 2025Q4 | 1,120 | 137 | 0.08 | 39% | 0.029 | 0.507 | — | in |
| 2025Q3 | 1,080 | 158 | 0.09 | 38% | 0.027 | 0.472 | — | in |
| 2025Q2 | 1,032 | 155 | 0.13 | 37% | 0.026 | 0.418 | — | entered |
| 2025Q1 | 933 | 164 | 0.00 | 33% | 0.022 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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