☆Perennial Advisors, LLC
Quality Q
0.391
AUM ($M)
649
Positions
136
Turnover
0.10
Top-10 wt
38%
Herfindahl
0.022
History (qtrs)
6
Excess Return
—
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Holdings · 145 positions · portfolio value $649M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 5.4% | +0.1% | 35.2 | 121,530 | -1,016 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 4.8% | +0.4% | 31.4 | 88,966 | -1,050 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.3% | -0.4% | 28.1 | 75,347 | +72 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 4.2% | +0.6% | 27.6 | 156,471 | -12,151 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 4.0% | +0.1% | 25.8 | 129,063 | -2,762 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 3.8% | -0.2% | 24.7 | 33 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.3% | +0.1% | 21.7 | 90,903 | +387 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.7% | -0.1% | 17.8 | 54,419 | -1,737 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 2.6% | -0.5% | 17.2 | 46,582 | +3,194 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 2.5% | +0.0% | 16.3 | 48,090 | -536 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 2.4% | +0.6% | 15.5 | 131,942 | -1,646 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 2.2% | +1.0% | 14.4 | 19,852 | -384 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 2.1% | +0.3% | 13.5 | 18,072 | +1,660 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 2.0% | +0.0% | 13.0 | 37,842 | -727 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 2.0% | -0.2% | 12.8 | 24,883 | -277 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.9% | -0.4% | 12.4 | 13,269 | -233 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.9% | -0.1% | 12.3 | 48,537 | -255 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 1.9% | +0.7% | 12.3 | 140,225 | +45,171 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 1.7% | -0.2% | 10.9 | 214,996 | -2,047 | 5 | — |
| ☆KKR funds › | KKR & CO INC | TRIM | — | 1.6% | -0.2% | 10.4 | 112,929 | -3,155 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 1.5% | +0.0% | 9.9 | 36,314 | -443 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 1.4% | -0.1% | 9.3 | 182,241 | +3,332 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.4% | -0.2% | 9.2 | 16,394 | -522 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 1.3% | -0.1% | 8.7 | 24,554 | -776 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 1.3% | -0.1% | 8.4 | 16,718 | -102 | 5 | — |
| ☆FDX funds › | FEDEX CORP | TRIM | — | 1.2% | -0.4% | 8.0 | 25,707 | -1,132 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 1.2% | -0.3% | 7.6 | 28,095 | -140 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.2% | 7.4 | 20,034 | +3,133 | 5 | — |
| ☆AWK funds › | AMERICAN WTR WKS CO INC NEW | TRIM | — | 1.0% | -0.2% | 6.7 | 50,706 | -619 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 1.0% | +0.0% | 6.5 | 108,381 | -4,076 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 1.0% | -0.2% | 6.3 | 17,507 | -2,212 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.0% | -0.1% | 6.2 | 78,880 | -1,236 | 5 | — |
| ☆XYL funds › | XYLEM INC | ADD | — | 0.9% | -0.1% | 6.1 | 51,725 | +601 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.9% | -0.2% | 6.0 | 62,110 | -4,469 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.9% | +0.0% | 6.0 | 11,490 | +702 | 3 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.9% | -0.0% | 5.8 | 57,241 | -1,836 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.9% | +0.1% | 5.7 | 7,773 | +144 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.8% | +0.4% | 5.5 | 12,640 | -590 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.8% | -0.0% | 5.3 | 14,904 | -275 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.8% | -0.1% | 5.0 | 33,102 | -235 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.8% | -0.3% | 5.0 | 70,074 | +3,188 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 0.8% | +0.2% | 4.9 | 2,456 | +10 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.7% | +0.1% | 4.9 | 68,254 | +8,262 | 5 | — |
| ☆EVLN funds › | MORGAN STANLEY ETF TRUST | NEW | — | 0.7% | +0.7% | 4.8 | 98,238 | +98,238 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.7% | +0.7% | 4.7 | 21,088 | +21,088 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.7% | -0.3% | 4.4 | 56,098 | -7,874 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.7% | -0.1% | 4.2 | 51,398 | +598 | 5 | — |
| ☆LEA funds › | LEAR CORP | TRIM | — | 0.7% | -0.0% | 4.2 | 31,582 | -1,453 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | TRIM | — | 0.6% | -0.1% | 4.2 | 224,244 | -11,885 | 5 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 0.6% | -0.1% | 4.1 | 135,297 | +1,670 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.6% | -0.2% | 4.0 | 95,219 | -3,948 | 5 | — |
| ☆JMST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.6% | -0.1% | 4.0 | 78,894 | -2,246 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 3.8 | 46,088 | +1,335 | 5 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 0.6% | -0.0% | 3.7 | 76,940 | -195 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.6% | +0.2% | 3.6 | 16,794 | +7,153 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.5% | +0.0% | 3.4 | 9,493 | -361 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | NEW | — | 0.5% | +0.5% | 3.4 | 5,171 | +5,171 | 1 | — |
| ☆IAU funds › | ISHARES GOLD TR | TRIM | — | 0.5% | -0.2% | 3.3 | 43,353 | -350 | 2 | — |
| ☆NVS funds › | NOVARTIS AG | TRIM | — | 0.5% | -0.6% | 3.1 | 19,702 | -21,186 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.4% | +0.2% | 2.7 | 8,980 | +8,047 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.3% | 2.7 | 7,029 | +5,520 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.4% | -0.4% | 2.7 | 45,866 | -31,588 | 5 | — |
| ☆BKLN funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.4% | -0.1% | 2.3 | 112,300 | -14,957 | 5 | — |
| ☆JMTG funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.3% | +0.0% | 2.2 | 44,290 | +7,184 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.3% | +0.3% | 2.0 | 1,687 | +1,687 | 1 | — |
| ☆IVE funds › | ISHARES TR | ADD | — | 0.3% | +0.2% | 1.9 | 8,473 | +4,988 | 4 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO INC | NEW | — | 0.3% | +0.3% | 1.9 | 12,657 | +12,657 | 1 | — |
| ☆AIPO funds › | TIDAL TRUST II | NEW | — | 0.3% | +0.3% | 1.9 | 56,114 | +56,114 | 1 | — |
| ☆SHV funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 1.9 | 16,876 | +363 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | ADD | — | 0.3% | +0.2% | 1.8 | 6,086 | +4,688 | 2 | — |
| ☆NYF funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 1.8 | 33,450 | +3,475 | 4 | — |
| ☆SHLD funds › | GLOBAL X FDS | NEW | — | 0.2% | +0.2% | 1.5 | 24,295 | +24,295 | 1 | — |
| ☆FISV funds › | FISERV INC | TRIM | — | 0.2% | -0.1% | 1.4 | 28,128 | -1,205 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.2% | -0.1% | 1.3 | 9,160 | +7 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | NEW | — | 0.2% | +0.2% | 1.2 | 2,213 | +2,213 | 1 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.2% | -0.0% | 1.1 | 22,597 | -401 | 5 | — |
| ☆EXP funds › | EAGLE MATLS INC | HOLD | — | 0.2% | +0.0% | 1.1 | 5,043 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 1.1 | 1,594 | +347 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | +0.0% | 1.0 | 4,244 | -50 | 5 | — |
| ☆GATX funds › | GATX CORP | HOLD | — | 0.2% | -0.0% | 1.0 | 5,853 | +0 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 1.0 | 19,271 | -143 | 5 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | -0.0% | 1.0 | 19,675 | +825 | 5 | — |
| ☆NBIS funds › | NEBIUS GROUP N.V. | TRIM | — | 0.1% | +0.0% | 0.9 | 3,085 | -2,130 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.8 | 27,350 | +369 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.8 | 9,484 | +4 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.7 | 2,465 | +1,040 | 4 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.1% | +0.0% | 0.7 | 1,920 | -60 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,514 | +0 | 5 | — |
| ☆BWXT funds › | BWX TECHNOLOGIES INC | ADD | — | 0.1% | -0.0% | 0.6 | 3,194 | +170 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 0.1% | -0.0% | 0.6 | 2,078 | -284 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.0% | 0.6 | 3,562 | -364 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.6 | 4,278 | +4 | 5 | — |
| ☆FELG funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.1% | +0.0% | 0.6 | 12,675 | +0 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.5 | 3,405 | +0 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 0.1% | +0.0% | 0.5 | 392 | +2 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 9,162 | -600 | 5 | — |
| ☆CENX funds › | CENTURY ALUM CO | TRIM | — | 0.1% | -0.1% | 0.5 | 10,868 | -2,000 | 5 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE C | HOLD | — | 0.1% | +0.0% | 0.5 | 11,030 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.5 | 3,724 | -550 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 3,784 | +2,838 | 5 | — |
| ☆SPGM funds › | SPDR INDEX SHS FDS | HOLD | — | 0.1% | +0.0% | 0.5 | 5,355 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 0.4 | 995 | +20 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.1% | +0.0% | 0.4 | 800 | +0 | 4 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.1% | +0.1% | 0.4 | 3,879 | +3,879 | 1 | — |
| ☆SMHI funds › | SEACOR MARINE HLDGS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 46,038 | +0 | 5 | — |
| ☆STT funds › | STATE STR CORP | TRIM | — | 0.0% | +0.0% | 0.3 | 1,873 | -50 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.0% | +0.0% | 0.3 | 275 | +275 | 1 | — |
| ☆ITA funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 1,247 | +1,247 | 1 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.0% | +0.0% | 0.3 | 1,881 | +1,881 | 1 | — |
| ☆HPQ funds › | HP INC | HOLD | — | 0.0% | +0.0% | 0.3 | 13,500 | +0 | 5 | — |
| ☆VTOL funds › | BRISTOW GROUP INC | HOLD | — | 0.0% | -0.0% | 0.3 | 7,025 | +0 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.0% | +0.0% | 0.3 | 937 | +937 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.0% | +0.0% | 0.3 | 2,000 | +2,000 | 1 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.0% | -0.0% | 0.3 | 1,225 | +0 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TR | TRIM | — | 0.0% | -0.0% | 0.3 | 4,933 | -1 | 4 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 0.0% | -0.0% | 0.3 | 271 | -10 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | TRIM | — | 0.0% | -0.0% | 0.3 | 7,815 | -340 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 3,483 | +0 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.3 | 6,931 | +6,931 | 1 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | NEW | — | 0.0% | +0.0% | 0.2 | 997 | +997 | 1 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.2 | 2,380 | +25 | 4 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.2 | 805 | +805 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.0% | -0.0% | 0.2 | 465 | +7 | 5 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.0% | +0.0% | 0.2 | 1,451 | +0 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,300 | +1,248 | 5 | — |
| ☆BA funds › | BOEING CO | HOLD | — | 0.0% | -0.0% | 0.2 | 1,066 | +0 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.0% | -0.0% | 0.2 | 1,917 | -509 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 2,678 | +2,678 | 1 | — |
| ☆STM funds › | STMICROELECTRONICS N V | NEW | — | 0.0% | +0.0% | 0.2 | 2,910 | +2,910 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.0% | +0.0% | 0.2 | 859 | +859 | 1 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,900 | +2,900 | 1 | — |
| ☆IVW funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,476 | +1,476 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.2 | 1,383 | -190 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.0% | +0.0% | 0.2 | 2,267 | +2,267 | 1 | — |
| ☆BRW funds › | SABA CAPITAL INCOME & OPRNT | ADD | — | 0.0% | -0.0% | 0.1 | 11,198 | +411 | 4 | — |
| ☆DAVA funds › | ENDAVA PLC | HOLD | — | 0.0% | -0.0% | 0.0 | 10,000 | +0 | 3 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -43,870 | 0 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -32,957 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,014 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,095 | 0 | — |
| ☆ASPI funds › | ASP ISOTOPES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -15,000 | 0 | — |
| ☆ZTS funds › | ZOETIS INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -32,256 | 0 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,604 | 0 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,800 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,520 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 649 | 136 | 0.10 | 38% | 0.022 | 0.389 | — | in |
| 2026Q1 | 587 | 122 | 0.07 | 38% | 0.023 | 0.456 | — | in |
| 2025Q4 | 596 | 127 | 0.06 | 41% | 0.025 | 0.463 | — | in |
| 2025Q3 | 577 | 126 | 0.05 | 40% | 0.025 | 0.472 | — | in |
| 2025Q2 | 538 | 122 | 0.07 | 38% | 0.024 | 0.454 | — | entered |
| 2025Q1 | 501 | 112 | 0.00 | 37% | 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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