☆FAGAN ASSOCIATES, INC.
Quality Q
0.534
AUM ($M)
813
Positions
137
Turnover
0.08
Top-10 wt
43%
Herfindahl
0.031
History (qtrs)
6
Excess Return
-11.2%
AI Eval Run AI Eval
Holdings · 144 positions · portfolio value $813M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 10.3% | +0.9% | 83.7 | 234,276 | -1,754 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 7.1% | +4.2% | 57.5 | 98,999 | -1,968 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.1% | -0.0% | 49.7 | 171,637 | -2,062 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.7% | +0.1% | 30.5 | 152,243 | +2,077 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.7% | -0.5% | 30.4 | 81,492 | -200 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.1% | +0.1% | 25.3 | 106,170 | +1,186 | 5 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.8% | -0.1% | 22.7 | 484,437 | +39,112 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 2.5% | -0.0% | 20.1 | 61,321 | +208 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 2.1% | -0.4% | 16.7 | 75,722 | +41 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 1.9% | -0.7% | 15.3 | 131,408 | +5,428 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 1.9% | -0.3% | 15.2 | 269,887 | -10,370 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 1.9% | -0.2% | 15.2 | 153,268 | +5,337 | 5 | — |
| ☆FLXR funds › | TCW ETF TRUST | ADD | — | 1.8% | -0.2% | 14.3 | 364,876 | +3,696 | 5 | -19.4% |
| ☆DGT funds › | SPDR SERIES TRUST | TRIM | — | 1.7% | -0.1% | 13.9 | 75,104 | -970 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.7% | -0.1% | 13.8 | 54,265 | +401 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 1.6% | -0.0% | 13.1 | 26,429 | -124 | 5 | — |
| ☆JPIE funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 1.5% | -0.0% | 12.5 | 272,160 | +25,920 | 4 | -17.3% |
| ☆V funds › | VISA INC | ADD | — | 1.5% | +0.0% | 12.2 | 35,520 | +115 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 1.5% | +0.1% | 12.1 | 212,504 | +7,236 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 1.4% | +0.0% | 11.2 | 406,127 | +7,567 | 5 | — |
| ☆AIRR funds › | FIRST TR EXCHANGE TRADED FD | ADD | — | 1.4% | +0.2% | 11.2 | 84,326 | +6,731 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.3% | -0.1% | 10.9 | 19,430 | +666 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 1.3% | -0.1% | 10.7 | 20,907 | -91 | 5 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 1.3% | -0.1% | 10.5 | 187,306 | +92,374 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 1.3% | +0.4% | 10.4 | 88,214 | +6,362 | 4 | +50.4% |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 1.2% | -0.1% | 10.1 | 20,163 | -198 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.1% | -0.2% | 9.3 | 113,075 | -6 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 1.1% | -0.9% | 9.1 | 54,975 | -15,055 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 1.1% | -0.1% | 9.0 | 124,500 | -193 | 5 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | TRIM | — | 1.1% | -0.4% | 8.7 | 13,904 | -8 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 1.0% | -0.3% | 8.4 | 158,083 | -1,583 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 1.0% | +0.1% | 8.1 | 281,183 | +11,259 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 1.0% | -0.0% | 8.0 | 36,953 | +159 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 1.0% | -0.1% | 7.9 | 85,286 | +1,740 | 5 | — |
| ☆JTEK funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.9% | +0.2% | 7.6 | 67,866 | -657 | 5 | — |
| ☆CIBR funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.9% | +0.2% | 7.3 | 81,789 | +614 | 5 | +6.0% |
| ☆VPLS funds › | VANGUARD MALVERN FDS | TRIM | — | 0.9% | -0.1% | 7.2 | 93,216 | -425 | 5 | — |
| ☆IBTH funds › | ISHARES TR | TRIM | — | 0.8% | -0.1% | 6.7 | 299,077 | -1,475 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 0.8% | +0.0% | 6.4 | 70,347 | +8,182 | 5 | — |
| ☆IBTJ funds › | ISHARES TR | ADD | — | 0.8% | -0.1% | 6.4 | 294,216 | +1,367 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.8% | -0.3% | 6.2 | 45,218 | -134 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.7% | -0.1% | 5.7 | 181,154 | +1,677 | 5 | — |
| ☆IBTL funds › | ISHARES TR | ADD | — | 0.7% | -0.1% | 5.6 | 277,458 | +5,255 | 5 | — |
| ☆IOO funds › | ISHARES TR | TRIM | — | 0.7% | -0.0% | 5.4 | 39,372 | -234 | 5 | — |
| ☆JAVA funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.6% | -0.0% | 5.2 | 65,108 | -131 | 5 | — |
| ☆HOOD funds › | ROBINHOOD MKTS INC | ADD | — | 0.6% | +0.2% | 4.8 | 47,736 | +3,854 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.6% | -0.1% | 4.7 | 53,635 | +1,175 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | +0.0% | 4.6 | 136,856 | -2,144 | 5 | — |
| ☆TEX funds › | TEREX CORP NEW | TRIM | — | 0.6% | +0.0% | 4.6 | 63,060 | -480 | 2 | -34.6% |
| ☆COWZ funds › | PACER FDS TR | TRIM | — | 0.6% | -0.1% | 4.5 | 72,833 | -1,989 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.5% | +0.0% | 4.4 | 5,829 | -5 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.5% | +0.1% | 4.2 | 58,450 | +27,413 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.5% | +0.1% | 4.0 | 20,968 | -684 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | +0.0% | 3.6 | 122,026 | -1,703 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.4% | -0.1% | 3.5 | 24,183 | -335 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.4% | -0.0% | 3.5 | 66,003 | -461 | 5 | — |
| ☆FIXD funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.4% | -0.1% | 3.2 | 72,531 | -2,300 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.4% | -0.1% | 3.0 | 38,530 | -212 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.4% | +0.0% | 2.9 | 10,145 | +785 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.3% | -0.0% | 2.8 | 80,634 | -2,351 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.3% | +0.1% | 2.8 | 6,380 | -473 | 3 | +177.2% |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.3% | +0.2% | 2.4 | 17,454 | -500 | 5 | — |
| ☆IBTO funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 2.4 | 97,627 | -50 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.3% | +0.0% | 2.2 | 5,906 | -54 | 5 | — |
| ☆NKE funds › | NIKE INC | TRIM | — | 0.3% | -0.1% | 2.2 | 52,812 | -2,896 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 2.1 | 7,124 | -15 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.3% | +0.0% | 2.1 | 56,843 | -560 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.1% | 2.0 | 4,862 | -2 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.2% | -0.0% | 2.0 | 19,773 | -425 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 0.2% | -0.1% | 2.0 | 20,332 | -396 | 2 | +6.7% |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.2% | -0.0% | 1.9 | 26,521 | -73 | 5 | — |
| ☆GBTC funds › | GRAYSCALE BITCOIN TRUST ETF | TRIM | — | 0.2% | -0.1% | 1.9 | 41,822 | -557 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.2% | +0.1% | 1.9 | 1,752 | +140 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.2% | -0.0% | 1.9 | 31,439 | -45 | 5 | — |
| ☆JSCP funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | -0.0% | 1.8 | 38,750 | +3,550 | 4 | -18.5% |
| ☆PFF funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 1.8 | 59,217 | -335 | 2 | -33.1% re-entry |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.2% | -0.0% | 1.8 | 2,796 | -5 | 5 | — |
| ☆COIN funds › | COINBASE GLOBAL INC | TRIM | — | 0.2% | -0.1% | 1.5 | 10,260 | -40 | 2 | -52.0% |
| ☆AVGO funds › | BROADCOM INC | NEW | — | 0.2% | +0.2% | 1.5 | 3,965 | +3,965 | 1 | -48.4% |
| ☆FCX funds › | FREEPORT MCMORAN INC | ADD | — | 0.2% | -0.0% | 1.4 | 22,705 | +475 | 2 | -11.4% |
| ☆XLI funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 1.4 | 7,293 | -221 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.2% | +0.0% | 1.3 | 3,119 | +7 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.2% | +0.0% | 1.2 | 1,061 | -98 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | -0.0% | 1.1 | 11,671 | +63 | 5 | — |
| ☆PRN funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.1% | +0.0% | 1.0 | 3,696 | +222 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 0.9 | 1,264 | -2 | 5 | — |
| ☆DVY funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.9 | 5,579 | -523 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | TRIM | — | 0.1% | -0.0% | 0.9 | 1,631 | -42 | 5 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.1% | -0.0% | 0.8 | 16,926 | +781 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | HOLD | — | 0.1% | +0.0% | 0.8 | 1,078 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | -0.0% | 0.7 | 8,707 | +0 | 5 | — |
| ☆JGRO funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | +0.0% | 0.7 | 7,162 | +428 | 5 | — |
| ☆OUNZ funds › | VANECK MERK GOLD ETF | TRIM | — | 0.1% | -0.0% | 0.6 | 15,725 | -1,350 | 4 | +8.8% |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,717 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 0.6 | 1,548 | -8 | 5 | — |
| ☆IEX funds › | IDEX CORP | HOLD | — | 0.1% | +0.0% | 0.5 | 2,345 | +0 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.5 | 20,827 | -330 | 5 | — |
| ☆CSX funds › | CSX CORP | HOLD | — | 0.1% | +0.0% | 0.5 | 10,300 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 649 | -10 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,740 | +30 | 2 | +33.4% |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,979 | +1,979 | 1 | -11.2% |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.4 | 3,264 | +2 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,979 | +1,979 | 1 | -104.9% |
| ☆XLY funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.4 | 3,695 | -31 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | +0.0% | 0.4 | 11,856 | -300 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.1% | -0.0% | 0.4 | 1,260 | -15 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 1,350 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.0% | +0.0% | 0.4 | 348 | +348 | 1 | +311.8% |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.0% | -0.0% | 0.4 | 559 | -45 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.0% | -0.0% | 0.4 | 2,970 | +53 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.0% | -0.0% | 0.4 | 2,020 | +0 | 5 | — |
| ☆MCO funds › | MOODYS CORP | HOLD | — | 0.0% | -0.0% | 0.4 | 795 | +0 | 3 | -19.6% |
| ☆IONQ funds › | IONQ INC | NEW | — | 0.0% | +0.0% | 0.4 | 6,672 | +6,672 | 1 | -47.5% re-entry |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 0.0% | -0.0% | 0.3 | 2,381 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.3 | 3,732 | +3,110 | 5 | — |
| ☆JFLX funds › | J P MORGAN EXCHANGE TRADED F | NEW | — | 0.0% | +0.0% | 0.3 | 6,215 | +6,215 | 1 | -18.8% |
| ☆BTC funds › | GRAYSCALE BITCOIN MINI TR ET | TRIM | — | 0.0% | -0.0% | 0.3 | 11,874 | -1,246 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,266 | +0 | 3 | -3.9% re-entry |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.0% | 0.3 | 1,877 | -197 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | HOLD | — | 0.0% | +0.0% | 0.3 | 561 | +0 | 3 | +6.7% |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.0% | -0.0% | 0.3 | 5,460 | +0 | 2 | -28.2% |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.0% | -0.0% | 0.3 | 2,075 | +0 | 3 | +48.1% |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | HOLD | — | 0.0% | -0.0% | 0.3 | 4,452 | +0 | 5 | — |
| ☆PBFS funds › | PIONEER BANCORP INC MD | HOLD | — | 0.0% | +0.0% | 0.3 | 15,000 | +0 | 5 | — |
| ☆IYY funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 1,400 | +0 | 5 | -0.3% |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.0% | -0.0% | 0.3 | 692 | +0 | 5 | +3.0% |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 938 | -16 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.2 | 2,759 | +0 | 5 | +0.1% |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,462 | +0 | 4 | +0.6% |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.0% | -0.0% | 0.2 | 2,119 | -50 | 5 | -10.9% |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.0% | -0.0% | 0.2 | 1,646 | -50 | 5 | +4.1% |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.0% | -0.0% | 0.2 | 2,000 | +0 | 5 | — |
| ☆CNI funds › | CANADIAN NATL RY CO | NEW | — | 0.0% | +0.0% | 0.2 | 1,850 | +1,850 | 1 | +43.2% |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,124 | -400 | 5 | — |
| ☆RDDT funds › | REDDIT INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,170 | +1,170 | 1 | +35.4% |
| ☆PLUG funds › | PLUG PWR INC | HOLD | — | 0.0% | +0.0% | 0.1 | 33,661 | +0 | 5 | — |
| ☆AIRJ funds › | AIRJOULE TECHNOLOGIES CORP | NEW | — | 0.0% | +0.0% | 0.1 | 13,617 | +13,617 | 1 | +816.1% re-entry |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,930 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,550 | 0 | -84.7% re-entry |
| ☆VST funds › | VISTRA CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -13,409 | 0 | -59.5% |
| ☆ORI funds › | OLD REP INTL CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5,800 | 0 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -14,679 | 0 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,532 | 0 | -89.8% |
| ☆BAB funds › | INVESCO EXCH TRADED FD TR II | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,034 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 813 | 137 | 0.08 | 43% | 0.031 | 0.531 | — | in |
| 2026Q1 | 719 | 135 | 0.09 | 40% | 0.027 | 0.474 | — | in |
| 2025Q4 | 750 | 134 | 0.05 | 43% | 0.030 | 0.534 | — | in |
| 2025Q3 | 724 | 133 | 0.08 | 42% | 0.027 | 0.466 | — | in |
| 2025Q2 | 647 | 129 | 0.10 | 40% | 0.025 | 0.443 | — | entered |
| 2025Q1 | 600 | 124 | 0.00 | 38% | 0.024 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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