☆Mendel Money Management
Quality Q
0.195
AUM ($M)
273
Positions
127
Turnover
0.10
Top-10 wt
28%
Herfindahl
0.016
History (qtrs)
6
Excess Return
-11.2%
AI Eval Run AI Eval
Holdings · 145 positions · portfolio value $273M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 3.7% | +1.6% | 10.1 | 29,709 | -2,482 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.5% | +0.0% | 9.5 | 25,357 | +3,046 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.4% | +0.0% | 9.4 | 39,230 | +386 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.9% | -0.0% | 7.9 | 22,435 | -1,746 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 2.7% | +0.4% | 7.5 | 6,392 | -172 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 2.7% | +0.2% | 7.3 | 14,571 | +2,423 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 2.5% | +0.1% | 6.9 | 20,088 | +1,202 | 5 | — |
| ☆AME funds › | AMETEK INC | ADD | — | 2.4% | +0.0% | 6.7 | 27,633 | +877 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 2.3% | -0.1% | 6.4 | 12,245 | +660 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 2.1% | -0.3% | 5.8 | 30,833 | +517 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | ADD | — | 2.1% | +0.3% | 5.8 | 8,015 | +117 | 4 | +58.5% |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 2.1% | +0.6% | 5.8 | 15,244 | +3,609 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | ADD | — | 2.1% | +0.3% | 5.7 | 29,778 | +6,790 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 2.1% | +0.8% | 5.6 | 31,828 | +8,317 | 3 | +13.6% |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 2.0% | -0.0% | 5.5 | 19,482 | -414 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 2.0% | +0.1% | 5.5 | 18,332 | -27,885 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.8% | -0.2% | 5.1 | 14,135 | -3,312 | 5 | — |
| ☆LFUS funds › | LITTELFUSE INC | TRIM | — | 1.7% | +0.0% | 4.5 | 9,901 | -1,467 | 5 | — |
| ☆DRSK funds › | ETF SER SOLUTIONS | ADD | — | 1.6% | +0.1% | 4.4 | 154,633 | +24,763 | 4 | -18.2% |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.6% | -0.2% | 4.3 | 14,873 | -1,539 | 5 | — |
| ☆ACIO funds › | ETF SER SOLUTIONS | ADD | — | 1.6% | +0.2% | 4.3 | 92,681 | +16,537 | 4 | -9.4% |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 1.5% | +0.1% | 4.1 | 14,690 | -2,193 | 5 | — |
| ☆KEYS funds › | KEYSIGHT TECHNOLOGIES INC | TRIM | — | 1.5% | -0.0% | 4.1 | 11,661 | -1,270 | 5 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 1.5% | +0.5% | 4.0 | 78,972 | +31,808 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 1.4% | -0.2% | 3.9 | 6,149 | -820 | 5 | — |
| ☆DMBS funds › | DOUBLELINE ETF TRUST | ADD | — | 1.4% | +0.3% | 3.8 | 78,202 | +25,968 | 4 | -18.5% |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 1.4% | +0.3% | 3.7 | 37,485 | +13,826 | 4 | -50.7% |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 1.3% | -0.4% | 3.7 | 16,685 | -676 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 1.3% | +0.2% | 3.6 | 32,020 | +10,683 | 5 | — |
| ☆FMAO funds › | FARMERS & MERCHANTS BANCORP | TRIM | — | 1.3% | -0.0% | 3.5 | 115,877 | -7,201 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 1.2% | +0.0% | 3.3 | 46,241 | +5,672 | 5 | — |
| ☆CARY funds › | ANGEL OAK FUNDS TRUST | ADD | — | 1.2% | -0.0% | 3.3 | 158,094 | +15,370 | 5 | — |
| ☆XONE funds › | BONDBLOXX ETF TRUST | ADD | — | 1.2% | +0.4% | 3.3 | 66,004 | +26,122 | 4 | -18.4% |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.2% | +0.2% | 3.2 | 12,753 | +1,811 | 5 | — |
| ☆ULS funds › | UL SOLUTIONS INC | TRIM | — | 1.0% | -0.1% | 2.7 | 26,842 | -3,214 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.0% | -0.1% | 2.7 | 8,250 | -231 | 5 | — |
| ☆CRAI funds › | CRA INTL INC | ADD | — | 0.9% | -0.0% | 2.4 | 17,042 | +3,919 | 5 | -35.5% |
| ☆OSCV funds › | ETF SER SOLUTIONS | ADD | — | 0.9% | +0.1% | 2.4 | 56,735 | +11,058 | 4 | -5.3% |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.8% | +0.2% | 2.3 | 13,374 | +1,661 | 5 | — |
| ☆CHE funds › | CHEMED CORP NEW | ADD | — | 0.8% | +0.2% | 2.2 | 4,726 | +809 | 4 | -1.8% |
| ☆CGNG funds › | CAPITAL GROUP NEW GEOGRAPHY | ADD | — | 0.8% | +0.1% | 2.1 | 56,185 | +7,931 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 0.7% | +0.1% | 2.0 | 25,915 | +3,152 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.7% | -0.2% | 1.9 | 1,778 | -1,394 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.7% | +0.1% | 1.9 | 9,266 | +1,730 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.7% | +0.1% | 1.8 | 20,889 | +2,679 | 4 | +0.1% |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.7% | +0.0% | 1.8 | 1,491 | -121 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.6% | +0.0% | 1.7 | 16,233 | +1,613 | 5 | — |
| ☆JPIN funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.6% | +0.1% | 1.7 | 23,956 | +6,298 | 5 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | ADD | — | 0.6% | -0.0% | 1.7 | 9,828 | +2,005 | 5 | — |
| ☆IQDG funds › | WISDOMTREE TR | ADD | — | 0.6% | +0.1% | 1.7 | 39,756 | +9,622 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.6% | -0.2% | 1.7 | 2,264 | -580 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.6% | -0.7% | 1.7 | 13,541 | -1,838 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | ADD | — | 0.6% | -0.0% | 1.6 | 9,999 | +1,366 | 4 | -33.6% |
| ☆PH funds › | PARKER-HANNIFIN CORP | TRIM | — | 0.6% | -0.1% | 1.6 | 1,655 | -135 | 5 | — |
| ☆SNPS funds › | SYNOPSYS INC | TRIM | — | 0.6% | -0.1% | 1.6 | 3,556 | -342 | 4 | -54.0% |
| ☆DLR funds › | DIGITAL RLTY TR INC | TRIM | — | 0.6% | -0.1% | 1.6 | 8,662 | -545 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | ADD | — | 0.6% | +0.0% | 1.5 | 14,554 | +1,670 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.5% | +0.0% | 1.5 | 3,581 | -946 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.5% | -0.4% | 1.5 | 8,932 | -1,719 | 5 | — |
| ☆MDLN funds › | MEDLINE INC | NEW | — | 0.5% | +0.5% | 1.5 | 37,015 | +37,015 | 1 | -27.5% |
| ☆JQUA funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.5% | +0.0% | 1.4 | 19,176 | +916 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.5% | -0.2% | 1.3 | 4,647 | -69 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.4% | -0.2% | 1.2 | 3,315 | -690 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.4% | -0.0% | 1.2 | 2,311 | +40 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | TRIM | — | 0.4% | +0.0% | 1.2 | 2,332 | -300 | 5 | — |
| ☆GSEW funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.4% | +0.1% | 1.1 | 12,169 | +2,810 | 4 | -0.6% |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.4% | -0.1% | 1.1 | 2,805 | +426 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.4% | -0.1% | 1.1 | 9,084 | -5,078 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.4% | -0.0% | 1.1 | 3,006 | +67 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.4% | -0.1% | 1.0 | 8,050 | -746 | 5 | — |
| ☆FRDM funds › | EA SERIES TRUST | ADD | — | 0.4% | +0.2% | 1.0 | 14,118 | +4,693 | 4 | +43.8% |
| ☆CSV funds › | CARRIAGE SVCS INC | TRIM | — | 0.4% | -0.1% | 1.0 | 26,840 | -540 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.4% | -0.1% | 1.0 | 1,086 | -110 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.4% | -0.0% | 1.0 | 2,863 | -150 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | NEW | — | 0.4% | +0.4% | 1.0 | 4,619 | +4,619 | 1 | -12.2% |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.4% | -0.1% | 1.0 | 3,869 | -425 | 5 | — |
| ☆GH funds › | GUARDANT HEALTH INC | ADD | — | 0.4% | +0.2% | 1.0 | 6,415 | +3,180 | 5 | +170.7% |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.3% | -0.2% | 0.9 | 3,190 | -225 | 5 | — |
| ☆ETR funds › | ENTERGY CORP NEW | TRIM | — | 0.3% | -0.1% | 0.9 | 8,039 | -1,940 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.3% | -0.1% | 0.9 | 9,119 | -655 | 5 | — |
| ☆PKG funds › | PACKAGING CORP AMER | TRIM | — | 0.3% | -0.1% | 0.8 | 3,553 | -870 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.3% | -0.4% | 0.8 | 6,207 | -4,583 | 5 | — |
| ☆CPRT funds › | COPART INC | NEW | — | 0.3% | +0.3% | 0.8 | 27,984 | +27,984 | 1 | -45.1% |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.3% | -0.2% | 0.8 | 6,125 | -2,662 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | TRIM | — | 0.3% | -0.0% | 0.8 | 5,607 | -395 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 0.3% | -0.0% | 0.8 | 2,790 | -25 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.3% | -0.0% | 0.7 | 2,240 | -230 | 5 | — |
| ☆TDY funds › | TELEDYNE TECHNOLOGIES INC | TRIM | — | 0.3% | -0.1% | 0.7 | 1,068 | -165 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.3% | -0.0% | 0.7 | 2,260 | -80 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | TRIM | — | 0.2% | -0.0% | 0.7 | 5,007 | -200 | 5 | — |
| ☆CELH funds › | CELSIUS HLDGS INC | ADD | — | 0.2% | +0.1% | 0.7 | 22,820 | +11,050 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | ADD | — | 0.2% | -0.0% | 0.6 | 2,023 | +215 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.2% | -0.0% | 0.6 | 2,311 | -320 | 5 | — |
| ☆GWW funds › | WW GRAINGER INC | HOLD | — | 0.2% | +0.0% | 0.5 | 400 | +0 | 5 | — |
| ☆SRE funds › | SEMPRA | TRIM | — | 0.2% | -0.2% | 0.5 | 5,841 | -3,235 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.2% | +0.0% | 0.5 | 9,040 | +883 | 3 | -6.3% |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | ADD | — | 0.2% | -0.0% | 0.5 | 6,610 | +450 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.2% | -0.1% | 0.5 | 2,402 | -324 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.2% | +0.0% | 0.5 | 5,530 | +1,455 | 4 | -4.4% |
| ☆JMBS funds › | JANUS DETROIT STR TR | TRIM | — | 0.2% | -0.2% | 0.5 | 10,683 | -7,419 | 5 | — |
| ☆GNRC funds › | GENERAC HLDGS INC | TRIM | — | 0.2% | -0.0% | 0.5 | 1,625 | -600 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | TRIM | — | 0.2% | -0.2% | 0.5 | 1,891 | -1,942 | 5 | — |
| ☆GXO funds › | GXO LOGISTICS INCORPORATED | TRIM | — | 0.2% | -0.2% | 0.4 | 8,765 | -7,250 | 5 | — |
| ☆AON funds › | AON PLC | HOLD | — | 0.2% | -0.0% | 0.4 | 1,326 | +0 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | TRIM | — | 0.1% | -0.2% | 0.4 | 703 | -375 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.3 | 621 | +55 | 3 | -26.9% |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.1% | -0.2% | 0.3 | 678 | -600 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.1% | -0.1% | 0.3 | 5,935 | -2,720 | 5 | — |
| ☆COHR funds › | COHERENT CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 840 | -580 | 5 | +187.8% |
| ☆CUSIP:92189H854 funds › | VANECK ETF TRUST | TRIM | — | 0.1% | -0.1% | 0.3 | 15,239 | -5,602 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | NEW | — | 0.1% | +0.1% | 0.3 | 3,390 | +3,390 | 1 | +93.3% |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 2,961 | -400 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 394 | +394 | 1 | +282.7% |
| ☆WTRG funds › | ESSENTIAL UTILS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 7,815 | -1,525 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 5,205 | -1,710 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 791 | -63 | 5 | +0.5% |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,282 | +1,282 | 1 | -11.2% |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,282 | +1,282 | 1 | -104.9% |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.1% | 0.3 | 547 | -215 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.1% | -0.0% | 0.3 | 752 | -50 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 0.1% | -0.2% | 0.3 | 866 | -1,265 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,555 | -104 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | TRIM | — | 0.1% | -0.1% | 0.2 | 723 | -341 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.1% | -0.2% | 0.2 | 2,357 | -8,025 | 5 | — |
| ☆FTNT funds › | FORTINET INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,580 | +1,580 | 1 | +140.9% re-entry |
| ☆NUE funds › | NUCOR CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 1,085 | -750 | 5 | — |
| ☆CERT funds › | CERTARA INC | TRIM | — | 0.0% | -0.1% | 0.1 | 14,250 | -38,595 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -3,504 | 0 | — |
| ☆FDX funds › | FEDEX CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -811 | 0 | — |
| ☆DIS funds › | DISNEY WALT CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,006 | 0 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -715 | 0 | -20.4% |
| ☆INGR funds › | INGREDION INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,647 | 0 | — |
| ☆ADI funds › | ANALOG DEVICES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,061 | 0 | +61.0% |
| ☆FISV funds › | FISERV INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -6,870 | 0 | -91.4% |
| ☆PSTL funds › | POSTAL REALTY TRUST INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -21,020 | 0 | — |
| ☆VRIG funds › | INVESCO ACTIVELY MANAGED EXC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,760 | 0 | — |
| ☆SHOP funds › | SHOPIFY INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,200 | 0 | — |
| ☆QQQ funds › | INVESCO QQQ TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -666 | 0 | +13.0% |
| ☆GPC funds › | GENUINE PARTS CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,185 | 0 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,679 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,000 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,000 | 0 | — |
| ☆SJM funds › | SMUCKER J M CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,180 | 0 | — |
| ☆TGT funds › | TARGET CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,184 | 0 | — |
| ☆WDAY funds › | WORKDAY INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,559 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 273 | 127 | 0.10 | 28% | 0.016 | 0.195 | — | in |
| 2026Q1 | 239 | 137 | 0.09 | 26% | 0.015 | 0.202 | — | in |
| 2025Q4 | 239 | 147 | 0.08 | 29% | 0.015 | 0.188 | — | in |
| 2025Q3 | 238 | 150 | 0.11 | 27% | 0.015 | 0.152 | — | in |
| 2025Q2 | 226 | 142 | 0.08 | 28% | 0.016 | 0.221 | — | entered |
| 2025Q1 | 211 | 136 | 0.00 | 28% | 0.016 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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