Fund Universe

← Fund Universe

☆Richardson Capital Management LLC

CIK 0001621646 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.839
AUM ($M)
234
Positions
243
Turnover
0.03
Top-10 wt
88%
Herfindahl
0.119
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 400 positions · portfolio value $234M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › Schwab US Large-Cap ETF TRIM — 22.5% +0.3% 52.7 1,791,575 -4,413 5 —
☆SCHG funds › Schwab US Large-Cap Growth ETF TRIM — 15.1% +0.4% 35.3 1,044,509 -253 5 —
☆FNDX funds › Schwab Fundamental US Large Company ETF ADD — 13.7% +0.2% 32.1 1,032,253 +25,428 5 —
☆VOO funds › Vanguard 500 ETF TRIM — 10.8% +0.1% 25.2 36,747 -320 5 —
☆IJH funds › iShares Core S&P Mid-Cap ETF ADD — 8.8% +0.2% 20.7 268,106 +2,692 5 —
☆SCHD funds › Schwab US Dividend Equity ETF TRIM — 5.5% -0.8% 12.8 403,966 -17,666 5 —
☆NVDA funds › NVIDIA Corp ADD — 5.1% +0.1% 11.9 59,622 +3 5 —
☆DFSV funds › Dimensional US Small Cap Value ETF ADD — 2.5% +0.0% 5.9 151,929 +5,043 3 —
☆MEMS funds › Matthews EM Discovery Active ETF ADD — 2.0% +0.2% 4.7 149,101 +4,824 5 —
☆SCHM funds › Schwab US Mid-Cap ETF TRIM — 1.9% +0.1% 4.4 117,984 -2,142 5 —
☆QQQ funds › Invesco QQQ Trust ETF TRIM — 0.7% +0.1% 1.7 2,273 -44 5 —
☆SCHK funds › Schwab 1000 Index ETF TRIM — 0.6% +0.0% 1.4 39,620 -411 5 —
☆PULS funds › PGIM Ultra Short Bond ETF TRIM — 0.5% -0.5% 1.1 21,994 -16,922 2 —
☆IWP funds › iShares Russell Mid-Cap Growth ETF HOLD — 0.4% +0.0% 0.9 6,137 +0 5 —
☆VUG funds › Vanguard Growth ETF ADD — 0.3% +0.0% 0.8 8,753 +7,239 5 —
☆IVV funds › iShares Core S&P 500 ETF HOLD — 0.3% +0.0% 0.7 986 +0 5 —
☆IWF funds › iShares Russell 1000 Growth ETF ADD — 0.3% -0.0% 0.7 5,443 +4,024 5 —
☆IWR funds › iShares Russell Mid-Cap ETF TRIM — 0.3% -0.0% 0.7 5,926 -34 5 —
☆VTI funds › Vanguard Total International Stock ETF ADD — 0.3% +0.1% 0.6 2,003 +761 5 —
☆VYM funds › Vanguard High Dividend Yield ETF ADD — 0.3% -0.0% 0.6 3,744 +8 5 —
☆BAI funds › iShares A.I. Innovation and Tech Act ETF ADD — 0.2% +0.1% 0.6 11,038 +2,093 3 —
☆IXN funds › iShares Global Tech ETF TRIM — 0.2% +0.0% 0.5 3,507 -22 5 —
☆PAVE funds › Global X US Infrastructure Dev ETF TRIM — 0.2% +0.0% 0.5 8,486 -219 5 —
☆IWS funds › iShares Russell Mid-Cap Value ETF HOLD — 0.2% -0.0% 0.5 2,966 +0 5 —
☆ARKK funds › ARK Innovation ETF ADD — 0.2% +0.0% 0.5 6,007 +580 5 —
☆JPM funds › JPMorgan Chase & Co TRIM — 0.2% -0.0% 0.4 1,302 -8 5 —
☆XLF funds › Sector SPDR - Financial HOLD — 0.2% -0.0% 0.4 7,509 +0 5 —
☆COWZ funds › Pacer US Cash Cows 100 ETF ADD — 0.2% -0.0% 0.4 6,068 +91 5 —
☆SPY funds › SPDR S&P 500 ETF ADD — 0.2% +0.0% 0.4 490 +1 5 —
☆IJR funds › iShares Core S&P Small-Cap ETF TRIM — 0.1% +0.0% 0.3 2,349 -31 5 —
☆SCHE funds › Schwab Emerging Markets Equity ETF ADD — 0.1% -0.0% 0.3 9,603 +11 5 —
☆HEFA funds › iShares Currency Hedged MSCI EAFE ETF TRIM — 0.1% -0.0% 0.3 6,900 -278 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF ADD — 0.1% +0.0% 0.3 12,465 +5,603 5 —
☆DHS funds › WisdomTree US High Dividend ETF HOLD — 0.1% -0.0% 0.3 2,543 +0 2 —
☆IBM funds › International Business Machines Corp TRIM — 0.1% -0.0% 0.3 952 -39 5 —
☆AMD funds › Advanced Micro Devices HOLD — 0.1% +0.1% 0.3 455 +0 5 —
☆VEA funds › Vanguard FTSE Developed Markets ETF TRIM — 0.1% -0.0% 0.3 3,677 -434 5 —
☆VOYG funds › Voyager Technologies Inc TRIM — 0.1% -0.1% 0.3 8,000 -9,114 2 —
☆IGSB funds › iShares 1-5 Year Inv Grade Corp Bond ETF HOLD — 0.1% -0.0% 0.3 4,902 +0 4 —
☆SPDW funds › SPDR Portfolio Developed World ex-US ETF HOLD — 0.1% -0.0% 0.3 5,077 +0 5 —
☆FELG funds › FIDELITY ENHANCED LARGE CAP ETF HOLD — 0.1% +0.0% 0.3 5,777 +0 5 —
☆AAPL funds › Apple Computer Inc TRIM — 0.1% -0.1% 0.2 853 -890 5 —
☆WDIV funds › SPDR S&P Global Dividend ETF HOLD — 0.1% -0.0% 0.2 3,086 +0 5 —
☆COHR funds › Coherent Inc HOLD — 0.1% +0.0% 0.2 600 +0 5 —
☆WSM funds › Williams Sonoma HOLD — 0.1% +0.0% 0.2 1,000 +0 4 —
☆GLDM funds › SPDR Gold MiniShares HOLD — 0.1% -0.0% 0.2 2,905 +0 3 —
☆SCHA funds › Schwab US Small-Cap ETF TRIM — 0.1% +0.0% 0.2 6,297 -9 5 —
☆IEFA funds › iShares Core MSCI EAFE ETF ADD — 0.1% -0.0% 0.2 2,338 +18 5 —
☆CGGR funds › Capital Group Growth ETF HOLD — 0.1% +0.0% 0.2 4,725 +0 2 —
☆FLEX funds › Flextronics International Ltd HOLD — 0.1% +0.0% 0.2 1,325 +0 5 —
☆VO funds › Vanguard Mid-Cap ETF ADD — 0.1% -0.0% 0.2 2,643 +1,947 5 —
☆IYW funds › iShares US Technology ETF HOLD — 0.1% +0.0% 0.2 815 +0 5 —
☆MRK funds › Merck & Co Inc TRIM — 0.1% -0.0% 0.2 1,576 -93 5 —
☆VIG funds › Vanguard Dividend Appreciation ETF TRIM — 0.1% -0.0% 0.2 774 -52 5 —
☆OUSM funds › ALPS O Shares US Sm-Cp Qul Div ETF HOLD ETP 0.1% -0.0% 0.2 3,750 +0 5 —
☆TXN funds › Texas Instruments Inc HOLD — 0.1% +0.0% 0.2 583 +0 5 —
☆JBL funds › Jabil Inc HOLD — 0.1% +0.0% 0.2 450 +0 5 —
☆SCHB funds › Schwab US Broad Market ETF HOLD — 0.1% +0.0% 0.2 5,731 +0 5 —
☆SPGI funds › S&P Global Inc TRIM — 0.1% -0.0% 0.2 400 -15 5 —
☆CSCO funds › Cisco Systems Inc HOLD — 0.1% +0.0% 0.2 1,385 +0 5 —
☆CARR funds › Carrier Global Corp-Wi ADD — 0.1% +0.0% 0.2 2,163 +9 5 —
☆FELV funds › FIDELITY ENHNCD LRGE CP VLE ETF HOLD — 0.1% +0.0% 0.2 3,844 +0 5 —
☆GILD funds › Gilead Sciences Inc HOLD — 0.1% -0.0% 0.2 1,200 +0 5 —
☆GNRC funds › Generac Holdings Inc TRIM — 0.1% +0.0% 0.1 493 -6 2 —
☆AVGO funds › Broadcom Inc HOLD — 0.1% +0.0% 0.1 376 +0 5 —
☆GD funds › General Dynamics Corp HOLD — 0.1% -0.0% 0.1 400 +0 5 —
☆COST funds › Costco Wholesale Corp HOLD — 0.1% -0.0% 0.1 151 +0 5 —
☆JNJ funds › Johnson & Johnson HOLD — 0.1% -0.0% 0.1 550 +0 5 —
☆FAST funds › Fastenal Co TRIM — 0.1% -0.0% 0.1 2,800 -103 5 —
☆QQQM funds › Invesco NASDAQ 100 ETF ADD — 0.1% +0.0% 0.1 442 +114 5 —
☆TEKY funds › Lazard Next Gen Technologies ETF HOLD — 0.1% +0.0% 0.1 2,720 +0 3 —
☆KO funds › Coca-Cola Company HOLD — 0.1% -0.0% 0.1 1,550 +0 5 —
☆AKRE funds › PROFESSIONALLY MANAGED ETF HOLD — 0.1% -0.0% 0.1 2,288 +0 3 —
☆MMM funds › 3M Company HOLD — 0.1% -0.0% 0.1 751 +0 5 —
☆CGGO funds › Capital Group Global Growth Equity ETF ADD — 0.1% +0.0% 0.1 2,790 +300 5 —
☆SCHF funds › Schwab International Equity ETF TRIM — 0.1% -0.0% 0.1 4,256 -378 5 —
☆AGG funds › iShares Core US Aggregate Bond ETF TRIM — 0.1% -0.0% 0.1 1,187 -494 4 —
☆TEK funds › iShares Technology Opportunities Active ETF ADD — 0.0% +0.0% 0.1 2,730 +1,500 2 —
☆CGXU funds › Capital Group International Focus Eq ETF HOLD — 0.0% +0.0% 0.1 3,300 +0 2 —
☆META funds › Meta Platforms Inc Class A TRIM — 0.0% -0.0% 0.1 200 -35 5 —
☆AMZN funds › Amazon.com Inc TRIM — 0.0% -0.0% 0.1 470 -207 5 —
☆CGUS funds › Capital Group Core Equity ETF HOLD — 0.0% +0.0% 0.1 2,500 +0 2 —
☆CGIC funds › Capital Group International Cor Eq ETF HOLD — 0.0% -0.0% 0.1 2,950 +0 2 —
☆SPCX funds › Space Exploration Technologies Corp. CLASS A COM S NEW — 0.0% +0.0% 0.1 620 +620 1 —
☆ENVX funds › ENOVIX Corp HOLD — 0.0% +0.0% 0.1 17,137 +0 5 —
☆GOOGL funds › Google Inc Class A HOLD — 0.0% +0.0% 0.1 291 +0 2 —
☆CVX funds › Chevron Corporation HOLD — 0.0% -0.0% 0.1 615 +0 5 —
☆GS funds › Goldman Sachs Group Inc HOLD — 0.0% +0.0% 0.1 100 +0 5 —
☆HD funds › Home Depot Inc HOLD — 0.0% -0.0% 0.1 285 +0 5 —
☆IBIT funds › iShares Bitcoin Trust ETF ADD — 0.0% +0.0% 0.1 3,014 +2,012 4 —
☆MDY funds › SPDR S&P Mid Cap 400 ETF HOLD — 0.0% +0.0% 0.1 142 +0 5 —
☆MAGS funds › Roundhill Magnificent Seven ETF HOLD — 0.0% -0.0% 0.1 1,533 +0 2 —
☆RCL funds › Royal Caribbean Cruisesf HOLD — 0.0% +0.0% 0.1 300 +0 5 —
☆MARA funds › Marathon Digital Holdings Inc HOLD — 0.0% +0.0% 0.1 6,718 +0 5 —
☆CUSIP:921910733 funds › Vanguard ESG US Stock ETF ADD — 0.0% +0.0% 0.1 689 +2 5 —
☆BRKB funds › Berkshire Hathaway Cl B HOLD — 0.0% -0.0% 0.1 181 +0 5 —
☆GOOG funds › GOOGLE INC HOLD — 0.0% +0.0% 0.1 256 +0 5 —
☆ADP funds › Auto Data Processing HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆ROBT funds › FT Nasdaq Artfcl Intllgnc and Rbtc ETF HOLD — 0.0% +0.0% 0.1 1,546 +0 3 —
☆NVS funds › Novartis A G Spon Adr HOLD — 0.0% -0.0% 0.1 535 +0 4 —
☆COP funds › Conocophillips HOLD — 0.0% -0.0% 0.1 795 +0 5 —
☆BITB funds › Bitwise Bitcoin ETF TRIM — 0.0% -0.1% 0.1 2,584 -2,459 3 —
☆TSLA funds › Tesla Motors Inc HOLD — 0.0% +0.0% 0.1 194 +0 5 —
☆CGNG funds › Capital Group New Geography Equity ETF HOLD — 0.0% +0.0% 0.1 2,100 +0 2 —
☆SHYG funds › iShares 0-5 Year High Yield Corp Bond ETF ADD — 0.0% -0.0% 0.1 1,802 +18 5 —
☆HON funds › Honeywell International NEW — 0.0% +0.0% 0.1 335 +335 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.1 335 +335 1 —
☆IWM funds › iShares Russell 2000 ETF TRIM — 0.0% -0.0% 0.1 245 -29 5 —
☆UNP funds › Union Pacific Corp HOLD — 0.0% -0.0% 0.1 255 +0 5 —
☆KMB funds › Kimberly-Clark Corp HOLD — 0.0% +0.0% 0.1 580 +0 4 —
☆IETC funds › iShares US Tech Independence Focused ETF TRIM — 0.0% -0.0% 0.1 575 -394 5 —
☆LMT funds › Lockheed Martin Corp HOLD — 0.0% -0.0% 0.1 100 +0 5 —
☆MSFT funds › Microsoft Corp HOLD — 0.0% -0.0% 0.1 134 +0 5 —
☆CTVA funds › Corteva Inc com HOLD — 0.0% -0.0% 0.0 582 +0 5 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.0 290 +0 3 —
☆MCHP funds › Microchip Technology Inc HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆PG funds › Procter & Gamble Co TRIM — 0.0% -0.0% 0.0 310 -72 4 —
☆SLV funds › iShares Silver Trust HOLD — 0.0% -0.0% 0.0 840 +0 5 —
☆FAF funds › First American Financial Corp HOLD — 0.0% +0.0% 0.0 600 +0 5 —
☆IVOG funds › Vanguard S&P Mid-Cap 400 Growth ETF HOLD — 0.0% +0.0% 0.0 281 +0 4 —
☆VGT funds › Vanguard Information Technology ETF ADD — 0.0% +0.0% 0.0 342 +293 5 —
☆QCOM funds › Qualcomm Inc HOLD — 0.0% +0.0% 0.0 220 +0 5 —
☆IOO funds › iShares Global 100 ETF ADD — 0.0% +0.0% 0.0 290 +2 5 —
☆LRCX funds › Lam Research Corp HOLD — 0.0% +0.0% 0.0 91 +0 2 —
☆UPS funds › United Parcel Service B TRIM — 0.0% -0.0% 0.0 350 -55 5 —
☆JCI funds › Johnson Controls International plc TRIM — 0.0% -0.0% 0.0 254 -14 5 —
☆ETHA funds › iShares Ethereum Trust ETF NEW — 0.0% +0.0% 0.0 3,097 +3,097 1 —
☆EEM funds › iShares MSCI Emerging Markets ETF TRIM — 0.0% -0.0% 0.0 519 -93 4 —
☆DJP funds › DJ-UBS Commodity Index ETN TRIM — 0.0% -0.0% 0.0 806 -65 4 —
☆BAC funds › Bank Of America Corp HOLD — 0.0% +0.0% 0.0 600 +0 5 —
☆VZ funds › Verizon Communications HOLD — 0.0% -0.0% 0.0 799 +0 4 —
☆EFV funds › iShares MSCI EAFE Value ETF ADD — 0.0% -0.0% 0.0 432 +7 5 —
☆DELL funds › Dell Computer Corp HOLD — 0.0% +0.0% 0.0 72 +0 5 —
☆INTC funds › Intel Corp TRIM — 0.0% +0.0% 0.0 222 -41 3 —
☆CUSIP:497266106 funds › Kirby Corp HOLD — 0.0% -0.0% 0.0 225 +0 5 —
☆EFG funds › iShares MSCI EAFE Growth ETF ADD — 0.0% -0.0% 0.0 245 +1 5 —
☆CEG funds › CONSTELLATION ENERGY ORD WI HOLD — 0.0% -0.0% 0.0 116 +0 5 —
☆ASML funds › ASML Holding NV ADR HOLD — 0.0% +0.0% 0.0 14 +0 2 —
☆NXT funds › NEXTracker Inc HOLD — 0.0% -0.0% 0.0 230 +0 5 —
☆TSM funds › Taiwan Semiconductor Manufacturing Co Ltd ADR HOLD — 0.0% +0.0% 0.0 57 +0 5 —
☆DD funds › Dupont De Nemours Inc NEW — 0.0% +0.0% 0.0 194 +194 1 —
☆BWXT funds › Bwx Technologies Inc TRIM — 0.0% -0.0% 0.0 135 -8 5 —
☆BWA funds › BorgWarner Inc HOLD — 0.0% +0.0% 0.0 385 +0 5 —
☆DAL funds › DELTA AIR LINES INC HOLD — 0.0% +0.0% 0.0 235 +0 5 —
☆BIRK funds › BIRKENSTOCK HOLDING ORD HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆XLK funds › Sector SPDR - Technology HOLD — 0.0% +0.0% 0.0 108 +0 5 —
☆USFD funds › US Food Holding Corp HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆ESI funds › Element Solutions Inc HOLD — 0.0% +0.0% 0.0 420 +0 5 —
☆WMB funds › WILLIAMS COMPANIES HOLD — 0.0% -0.0% 0.0 265 +0 5 —
☆C funds › Citigroup Inc HOLD — 0.0% +0.0% 0.0 140 +0 5 —
☆HLT funds › Hilton Hotels Corp HOLD — 0.0% -0.0% 0.0 59 +0 2 —
☆PSX funds › PHILLIPS 66 INC COMMON STOCK HOLD — 0.0% -0.0% 0.0 115 +0 5 —
☆IWD funds › iShares Russell 1000 Value ETF TRIM — 0.0% -0.0% 0.0 80 -143 5 —
☆VNQ funds › Vanguard Real Estate ETF HOLD — 0.0% -0.0% 0.0 201 +0 4 —
☆SBUX funds › Starbucks Corp HOLD — 0.0% +0.0% 0.0 185 +0 5 —
☆VIOO funds › Vanguard S&P Small-Cap 600 ETF HOLD — 0.0% +0.0% 0.0 133 +0 4 —
☆ACA funds › Arcosa Inc HOLD — 0.0% +0.0% 0.0 125 +0 5 —
☆RSP funds › Guggenheim S&P 500 Equal Weight ETF HOLD — 0.0% -0.0% 0.0 84 +0 5 —
☆APAM funds › Artisan Partners Asset Mgmt Inc ADD — 0.0% -0.0% 0.0 513 +5 5 —
☆ENTG funds › Entegris Inc HOLD — 0.0% +0.0% 0.0 97 +0 2 —
☆VIGI funds › Vanguard Int'l Dividend Appreciation ETF HOLD — 0.0% -0.0% 0.0 186 +0 5 —
☆MLM funds › Martin Marietta Materials Inc TRIM — 0.0% -0.0% 0.0 30 -18 5 —
☆ORCL funds › Oracle Corporation TRIM — 0.0% -0.0% 0.0 113 -15 5 —
☆EXC funds › Exelon Corporation HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆OUNZ funds › VanEck Merk Gold Trust HOLD — 0.0% -0.0% 0.0 421 +0 4 —
☆DOW funds › Dow Chemical Company HOLD — 0.0% -0.0% 0.0 582 +0 5 —
☆SOLS funds › Solstice Advanced Materials Inc HOLD — 0.0% +0.0% 0.0 166 +0 3 —
☆SOLV funds › Solventum Corp HOLD — 0.0% +0.0% 0.0 187 +0 5 —
☆BNY funds › Bank of New York Mellon Corp TRIM — 0.0% -0.0% 0.0 98 -18 3 —
☆CNM funds › CORE & MAIN INC-CLASS A HOLD — 0.0% -0.0% 0.0 290 +0 5 —
☆BR funds › Broadridge Financial Solutions Inc HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆LNTH funds › Lantheus Holdings Inc HOLD — 0.0% +0.0% 0.0 120 +0 5 —
☆PNFP funds › Pinnacle Financial Partners Inc HOLD — 0.0% +0.0% 0.0 130 +0 2 —
☆CRWD funds › CrowdStrike Holdings Inc HOLD — 0.0% +0.0% 0.0 17 +0 2 —
☆HBAN funds › Huntington Bancshs Inc HOLD — 0.0% +0.0% 0.0 730 +0 2 —
☆VNQI funds › Vanguard Global ex-US Real Estate ETF HOLD — 0.0% -0.0% 0.0 286 +0 4 —
☆TECK funds › Teck Resources Ltd HOLD — 0.0% +0.0% 0.0 215 +0 5 —
☆PNC funds › Pnc Finl Services Gp Inc HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆RECS funds › Columbia Research Enhanced Core ETF HOLD — 0.0% -0.0% 0.0 276 +0 4 —
☆WCN funds › Waste Connections Inc TRIM — 0.0% -0.0% 0.0 70 -91 5 —
☆PANW funds › Palo Alto Networks Inc HOLD — 0.0% +0.0% 0.0 34 +0 2 —
☆OII funds › Oceaneering International Inc HOLD — 0.0% +0.0% 0.0 280 +0 2 —
☆NTST funds › NETSTREIT ORD HOLD — 0.0% -0.0% 0.0 520 +0 5 —
☆V funds › Visa Inc Cl A HOLD — 0.0% +0.0% 0.0 32 +0 2 —
☆CI funds › Cigna Corp HOLD — 0.0% -0.0% 0.0 39 +0 5 —
☆ETH funds › GRAYSCALE ETHEREUM MINI ETF ADD — 0.0% -0.0% 0.0 712 +158 5 —
☆MS funds › Morgan Stanley TRIM — 0.0% -0.0% 0.0 50 -9 3 —
☆CVS funds › C V S Caremark Corp HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆SCI funds › S C I Systems Inc HOLD — 0.0% -0.0% 0.0 135 +0 5 —
☆IWN funds › iShares Russell 2000 Value ETF HOLD — 0.0% +0.0% 0.0 45 +0 5 —
☆IWO funds › iShares Russell 2000 Growth ETF HOLD — 0.0% +0.0% 0.0 25 +0 5 —
☆ABT funds › Abbott Laboratories HOLD — 0.0% -0.0% 0.0 105 +0 5 —
☆AWK funds › American Water Works Co Inc HOLD — 0.0% -0.0% 0.0 72 +0 5 —
☆MTDR funds › Matador Resources Co HOLD — 0.0% -0.0% 0.0 185 +0 5 —
☆LFUS funds › Littelfuse Inc TRIM — 0.0% +0.0% 0.0 20 -1 5 —
☆CSL funds › Carlisle Companies Inc HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆ABBV funds › AbbVie Inc TRIM — 0.0% -0.0% 0.0 35 -6 3 —
☆MA funds › Mastercard Incorporated HOLD — 0.0% -0.0% 0.0 17 +0 2 —
☆ESTA funds › Establishment Labs Holdings Inc HOLD — 0.0% +0.0% 0.0 100 +0 2 —
☆NOW funds › ServiceNow Inc HOLD — 0.0% -0.0% 0.0 85 +0 2 —
☆LSCC funds › Lattice Semiconductor Corp HOLD — 0.0% +0.0% 0.0 55 +0 2 —
☆RJF funds › Raymond James Finl Inc HOLD — 0.0% -0.0% 0.0 55 +0 5 —
☆GEHC funds › GE Healthcare Technologies TRIM — 0.0% -0.0% 0.0 130 -80 5 —
☆GBCI funds › Glacier Bancorp Inc HOLD — 0.0% +0.0% 0.0 160 +0 5 —
☆SITM funds › SiTime Corp HOLD — 0.0% +0.0% 0.0 11 +0 2 —
☆RPV funds › Invesco S&P 500 Pure Value ETF HOLD — 0.0% -0.0% 0.0 70 +0 5 —
☆TGT funds › Target Corporation HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆CWST funds › Casella Waste Systems Inc TRIM — 0.0% -0.0% 0.0 80 -35 5 —
☆LUMN funds › Lumen Technologies Inc HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆MCK funds › Mckesson Corporation TRIM — 0.0% -0.0% 0.0 10 -2 3 —
☆VWO funds › Vanguard FTSE Emerging Markets ETF TRIM — 0.0% -0.0% 0.0 125 -131 5 —
☆MEM funds › Matthews EM Equity Active ETF HOLD — 0.0% +0.0% 0.0 160 +0 5 —
☆ALC funds › Alcon Inc HOLD — 0.0% -0.0% 0.0 107 +0 4 —
☆JNK funds › SPDR Bbg High Yield Bond ETF TRIM — 0.0% -0.0% 0.0 72 -54 4 —
☆CUSIP:920253101 funds › Valmont Industries Inc HOLD — 0.0% +0.0% 0.0 11 +0 2 —
☆SYK funds › Stryker Corp HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆CW funds › Curtiss-Wright Corp HOLD — 0.0% -0.0% 0.0 8 +0 2 —
☆CRM funds › Salesforce Com TRIM — 0.0% -0.0% 0.0 37 -53 5 —
☆MDLZ funds › Mondelez Intl Inc Cl A HOLD — 0.0% -0.0% 0.0 90 +0 5 —
☆SDY funds › SPDR S&P Dividend (ETF) HOLD — 0.0% -0.0% 0.0 34 +0 5 —
☆FTCI funds › FTC Solar Inc HOLD — 0.0% +0.0% 0.0 1,016 +0 5 —
☆SPYG funds › SPDR S&P 500 Growth HOLD — 0.0% +0.0% 0.0 43 +0 4 —
☆BND funds › Vanguard Total Bond Market ETF HOLD — 0.0% -0.0% 0.0 62 +0 5 —
☆HOG funds › Harley Davidson, Inc. HOLD — 0.0% +0.0% 0.0 185 +0 5 —
☆WAB funds › Westinghouse Air Brake Technologies Corp HOLD — 0.0% -0.0% 0.0 16 +0 5 —
☆BGGG funds › Baillie Gifford Long Term Global Growth ETF NEW — 0.0% +0.0% 0.0 113 +113 1 —
☆FIS funds › Fidelity National Information Services, Inc. HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆AER funds › AerCap Holdings NV HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆NFLX funds › Netflix Inc. TRIM — 0.0% -0.0% 0.0 50 -1,000 5 —
☆EEMS funds › iShares MSCI Emerging Markets Sm-Cp ETF HOLD — 0.0% -0.0% 0.0 42 +0 5 —
☆CHKP funds › Check Point Software Technologies Ltd HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆RWK funds › Invesco S&P MidCap 400 Revenue ETF HOLD — 0.0% +0.0% 0.0 16 +0 5 —
☆XLP funds › Sector SPDR - Consumer Staples HOLD — 0.0% -0.0% 0.0 26 +0 5 —
☆XRPC funds › Canary XRP ETF HOLD — 0.0% -0.0% 0.0 189 +0 3 —
☆UNH funds › Unitedhealth Group Inc TRIM — 0.0% -0.0% 0.0 5 -11 4 —
☆OGN funds › Organon & Co HOLD — 0.0% +0.0% 0.0 121 +0 5 —
☆CUSIP:921932778 funds › Vanguard S&P Small-Cap 600 Value ETF HOLD — 0.0% +0.0% 0.0 13 +0 5 —
☆DIS funds › Disney Walt Co TRIM — 0.0% -0.0% 0.0 16 -120 5 —
☆KD funds › Kyndryl Holdings Inc HOLD — 0.0% -0.0% 0.0 135 +0 5 —
☆DXCM funds › DEXCOM INC HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆ACWI funds › iShares MSCI ACWI ETF HOLD — 0.0% +0.0% 0.0 8 +0 4 —
☆BSX funds › Boston Scientific Corp TRIM — 0.0% -0.0% 0.0 27 -75 5 —
☆ADNT funds › Adient Plc Ord Shs HOLD — 0.0% -0.0% 0.0 14 +0 5 —
☆H funds › Hyatt Hotels Corp EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆CUSIP:438516106 funds › Honeywell International EXIT — 0.0% -0.1% 0.0 0 -670 0 —
☆NPO funds › Enpro Inc EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆MKL funds › MARKEL CORPORATION EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆ANDG funds › Andersen Group Inc EXIT — 0.0% -0.0% 0.0 0 -62 0 —
☆PCVX funds › Vaxcyte Inc COM USD0.001 EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆CYTK funds › Cytokinetics Inc EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆SPOT funds › SPOTIFY TECHNOLOGY SA EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆SIBN funds › SI-BONE Inc EXIT — 0.0% -0.0% 0.0 0 -122 0 —
☆LYV funds › Live Nation Entertainment Inc EXIT — 0.0% -0.0% 0.0 0 -90 0 —
☆HEI funds › Heico Corp EXIT — 0.0% -0.0% 0.0 0 -73 0 —
☆TECH funds › Bio- Techne Corp EXIT — 0.0% -0.0% 0.0 0 -85 0 —
☆VRSK funds › Verisk Analytics Inc Cla EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆HLI funds › Houlihan Lokey Inc EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆VLTO funds › Veralto Corp EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆TDG funds › Transdigm Group Inc EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆FWONK funds › Liberty Media Corp Registered Shs Series -C- Formu EXIT — 0.0% -0.0% 0.0 0 -48 0 —
☆BTSG funds › BrightSpring Health Services Inc EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆PSN funds › Parsons Corp EXIT — 0.0% -0.0% 0.0 0 -42 0 —
☆MIR funds › Mirion Technologies Inc EXIT — 0.0% -0.0% 0.0 0 -89 0 —
☆VMC funds › Vulcan Materials Co EXIT — 0.0% -0.0% 0.0 0 -56 0 —
☆FWONA funds › Liberty Media Corp A EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆ZWS funds › Zurn Elkay Water Solutions Corp EXIT — 0.0% -0.0% 0.0 0 -69 0 —
☆CDNS funds › CADENCE DESIGN SYSTEMS INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆WHD funds › Cactus Inc EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆KKR funds › KKR & Co Inc EXIT — 0.0% -0.0% 0.0 0 -109 0 —
☆APPF funds › AppFolio Inc EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆ROP funds › Roper Industries Inc EXIT — 0.0% -0.0% 0.0 0 -26 0 —
☆TYL funds › Tyler Technologies Inc EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆EGP funds › EastGroup Properties Inc EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆SLYV funds › SPDR S&P 600 Small Cap Value ETF EXIT — 0.0% -0.0% 0.0 0 -264 0 —
☆EQIX funds › Equinix Inc EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆KMTS funds › Kestra Medical Technologies Ltd EXIT — 0.0% -0.0% 0.0 0 -79 0 —
☆HQY funds › HealthEquity Inc EXIT — 0.0% -0.0% 0.0 0 -74 0 —
☆FMX funds › Fomento Eco Mex Sab Adrf EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆CUSIP:046353108 funds › Astrazeneca Plc Adr EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆CBRE funds › CBRE Group Inc EXIT — 0.0% -0.0% 0.0 0 -78 0 —
☆DLTR funds › DOLLAR TREE STORES INC EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆JHX funds › James Hardie Industries PLC EXIT — 0.0% -0.0% 0.0 0 -44 0 —
☆AON funds › AON PLC EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆KB funds › KB Financial Group Inc EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆BKR funds › Baker Hughes Co EXIT — 0.0% -0.0% 0.0 0 -183 0 —
☆AMGN funds › Amgen Incorporated EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆TOST funds › Toast Inc EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆MCO funds › MOODY'S CORPORATION EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆WELL funds › Welltower Inc Com EXIT — 0.0% -0.0% 0.0 0 -21 0 —
☆SAN funds › Banco Santander S A Sponsored Adr EXIT — 0.0% -0.0% 0.0 0 -427 0 —
☆BFAM funds › Bright Horizon Fam Solut EXIT — 0.0% -0.0% 0.0 0 -42 0 —
☆RELX funds › Relx Plc American Depositary Shares EXIT — 0.0% -0.0% 0.0 0 -101 0 —
☆LPLA funds › LPL Financial Holdings Inc EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆PRM funds › Perimeter Solutions Inc. COM USD0.0001 EXIT — 0.0% -0.0% 0.0 0 -108 0 —
☆CUSIP:60646V105 funds › Mister Car Wash Inc EXIT — 0.0% -0.0% 0.0 0 -599 0 —
☆ANET funds › ARISTA NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆WWD funds › Woodward Inc EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆SHOP funds › Shopify Inc EXIT — 0.0% -0.0% 0.0 0 -44 0 —
☆BEPC funds › Brookfield Renewable Corp EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆ETR funds › Entergy Corp New EXIT — 0.0% -0.0% 0.0 0 -87 0 —
☆QUAL funds › iShares MSCI USA Quality Factor ETF EXIT — 0.0% -0.0% 0.0 0 -364 0 —
☆AIT funds › Applied Industrial Technologies Inc EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆CUSIP:829073105 funds › Simpson Manufacturing Co Inc EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆IDXX funds › IDEXX Laboratories Inc EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆FSV funds › FirstService Corp EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆RTO funds › Rentokil Initial PLC EXIT — 0.0% -0.0% 0.0 0 -63 0 —
☆XYL funds › Xylem Inc EXIT — 0.0% -0.0% 0.0 0 -71 0 —
☆GGG funds › Graco Inc EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆EXP funds › Eagle Materials Inc EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆PB funds › Prosperity Bancshares Inc EXIT — 0.0% -0.0% 0.0 0 -105 0 —
☆EQH funds › Equitable Holdings Inc EXIT — 0.0% -0.0% 0.0 0 -141 0 —
☆KAI funds › Kadant Inc EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆CASY funds › Casey s General Stores Inc EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆SITE funds › Siteone Landscape Supply Inc com EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆NI funds › Nisource Inc Holding Co EXIT — 0.0% -0.0% 0.0 0 -191 0 —
☆BN funds › Brookfield Corp EXIT — 0.0% -0.0% 0.0 0 -374 0 —
☆ETN funds › Eaton Corporation EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆AJG funds › Gallagher Arthur J & Co EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆KDP funds › Keurig Dr Pepper Inc EXIT — 0.0% -0.0% 0.0 0 -332 0 —
☆FCX funds › Freeport Mcmoran Copper EXIT — 0.0% -0.0% 0.0 0 -120 0 —
☆LLYVK funds › Liberty Live Hldgs Inc Ser C Liberty Live Group Co EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆GIL funds › Gildan Activewear Inc Com EXIT — 0.0% -0.0% 0.0 0 -57 0 —
☆UL funds › Unilever Plc Adr New EXIT — 0.0% -0.0% 0.0 0 -85 0 —
☆IBN funds › Icici Bank Ltd Adr EXIT — 0.0% -0.0% 0.0 0 -130 0 —
☆ARES funds › Ares Management Corp EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆SU funds › Suncor Energy Inc EXIT — 0.0% -0.0% 0.0 0 -59 0 —
☆VEEV funds › Veeva Systems Inc EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆NVO funds › Novo Nordisk AS ADR EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆CUSIP:30231G102 funds › Exxon Mobil Corporation EXIT — 0.0% -0.0% 0.0 0 -80 0 —
☆GWRE funds › Guidewire Software Inc COM USD0.0001 EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆OLED funds › Universal Display Corp EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆CPRT funds › Copart Inc EXIT — 0.0% -0.0% 0.0 0 -288 0 —
☆RYAN funds › RYAN SPECIALTY GROUP HLDGS-A EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆CSX funds › C S X Corp EXIT — 0.0% -0.0% 0.0 0 -233 0 —
☆SARO funds › StandardAero Inc EXIT — 0.0% -0.0% 0.0 0 -175 0 —
☆SLB funds › Schlumberger Ltd EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆ROST funds › Ross Stores Inc EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆KIDS funds › OrthoPediatrics Corp EXIT — 0.0% -0.0% 0.0 0 -79 0 —
☆FND funds › Floor & Decor Holdings Inc EXIT — 0.0% -0.0% 0.0 0 -52 0 —
☆GE funds › GE Aerospace EXIT — 0.0% -0.0% 0.0 0 -26 0 —
☆BIV funds › Vanguard Interm-Term Bond ETF EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆CUSIP:78473E103 funds › SPX Technologies Inc EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆AMT funds › Amern Tower Corp Class A EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆NOVT funds › Novanta Inc Com EXIT — 0.0% -0.0% 0.0 0 -27 0 —
☆ISRG funds › Intuitive Surgical Inc EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆BABA funds › Alibaba Group Holding Ltd ADR EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆AME funds › Ametek Inc New EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆FUL funds › H.B. Fuller Co EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆MSCI funds › MSCI Inc EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆WAT funds › Waters Corp EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆OPLN funds › Openlane Inc EXIT — 0.0% -0.0% 0.0 0 -141 0 —
☆CRH funds › C R H Plc Sponsored Adrf EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆LEN funds › Lennar Corp Cl A EXIT — 0.0% -0.0% 0.0 0 -84 0 —
☆BSV funds › Vanguard Short-Term Bond ETF EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆ICE funds › Intrcontinentalexchange EXIT — 0.0% -0.0% 0.0 0 -80 0 —
☆CUSIP:185123106 funds › Clearwater Analytics Holdings Inc. Class A EXIT — 0.0% -0.0% 0.0 0 -144 0 —
☆MSA funds › MSA Safety Inc EXIT — 0.0% -0.0% 0.0 0 -21 0 —
☆VXF funds › Vanguard Extended Mkt EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆JLL funds › Jones Lang LaSalle Inc EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆CUSIP:68278B107 funds › OneStream Inc EXIT — 0.0% -0.0% 0.0 0 -146 0 —
☆DPZ funds › Domino s Pizza Inc EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆IEX funds › IDEX Corp EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆TPR funds › Tapestry Inc EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆POWI funds › Power Integrations Inc EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆EPAC funds › Enerpac Tool Group Corp EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆CSGP funds › CoStar Group Inc EXIT — 0.0% -0.0% 0.0 0 -119 0 —
☆NTAP funds › Network Appliance Inc EXIT — 0.0% -0.0% 0.0 0 -63 0 —
☆CUSIP:89055F103 funds › Topbuild Corporation EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆VERX funds › Vertex Inc Cl A EXIT — 0.0% -0.0% 0.0 0 -136 0 —
☆BIPC funds › Brookfield Infrastructure Corp EXIT — 0.0% -0.0% 0.0 0 -233 0 —
☆BAM funds › Brookfield Asset Management, Inc. EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆MFG funds › Mizuho Financial Group Inc EXIT — 0.0% -0.0% 0.0 0 -353 0 —
☆EHC funds › Encompass Health Corp EXIT — 0.0% -0.0% 0.0 0 -43 0 —
☆ACGL funds › Arch Capital Group Ltd EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆IHG funds › InterContinental Hotels Group PLC EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆ING funds › I N G Groep N V Adr EXIT — 0.0% -0.0% 0.0 0 -131 0 —
☆VMBS funds › Vanguard Mortgage-Backed Secs ETF EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆APD funds › Air Prod & Chemicals Inc EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆ORLY funds › O'REILLY AUTOMOTIVE INC EXIT — 0.0% -0.0% 0.0 0 -234 0 —
☆AAON funds › AAON Inc EXIT Common Stock 0.0% -0.0% 0.0 0 -41 0 —
☆FICO funds › Fair Isaac Corp EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆MDT funds › Medtronic Inc EXIT — 0.0% -0.0% 0.0 0 -61 0 —
☆BRKR funds › Bruker Corp EXIT — 0.0% -0.0% 0.0 0 -115 0 —
☆CUSIP:26614N102 funds › Dupont De Nemours Inc EXIT — 0.0% -0.0% 0.0 0 -717 0 —
☆PCOR funds › PROCORE TECHNOLOGIES ORD EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆PHR funds › Phreesia Inc EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆SAIL funds › Sailpoint Inc Equity EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆DBRG funds › DigitalBridge Group Inc EXIT — 0.0% -0.0% 0.0 0 -131 0 —
☆NBIX funds › Neurocrine Biosciences Inc EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆APO funds › Apollo Global Management Inc EXIT — 0.0% -0.0% 0.0 0 -88 0 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWARE INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆ITUB funds › Itau Unibanco Holding SA EXIT — 0.0% -0.0% 0.0 0 -640 0 —
☆BRO funds › Brown & Brown Inc EXIT — 0.0% -0.0% 0.0 0 -127 0 —
☆PFE funds › Pfizer Incorporated EXIT — 0.0% -0.0% 0.0 0 -323 0 —
☆BNDX funds › Vanguard Total International Bond ETF EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆BLV funds › Vanguard Long-Term Bond ETF EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆MWA funds › Mueller Water Products A EXIT — 0.0% -0.0% 0.0 0 -67 0 —
☆WRB funds › WR Berkley Corp EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆APG funds › API Group Corp COM USD0.0001 EXIT — 0.0% -0.0% 0.0 0 -129 0 —
☆CCC funds › CCC INTELLIGENT SOLUTIONS HO EXIT — 0.0% -0.0% 0.0 0 -1,376 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 234 243 0.03 88% 0.119 0.838 — in
2026Q1 207 394 0.09 87% 0.116 0.732 — in
2025Q4 199 249 0.02 90% 0.127 0.822 — in
2025Q3 210 223 0.27 90% 0.128 0.370 — in
2025Q2 191 206 0.04 91% 0.179 0.820 — entered
2025Q1 160 245 0.00 90% 0.179 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