Fund Universe

TrinityBridge Ltd

CIK 0001718570 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.840
AUM ($M)
3,756
Positions
269
Turnover
0.10
Top-10 wt
60%
Herfindahl
0.049
History (qtrs)
6
Excess Return

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Holdings · 295 positions · portfolio value $3,756M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOGL funds › ALPHABET INC COM CL A USD0.001 TRIM 11.1% +1.2% 417.8 1,169,996 -98,550 5
AMZN funds › AMAZON COM INC COM USD0.01 TRIM 9.6% +0.6% 362.0 1,519,591 -87,812 5
MSFT funds › MICROSOFT CORP COM USD (US LISTED) TRIM 6.9% -0.4% 260.0 697,298 -30,939 5
LRCX funds › LAM RESEARCH CORP COM USD0.001 (P/S) TRIM 6.7% +1.2% 253.4 584,653 -370,423 4
KLAC funds › KLA CORPORATION COM USD0.001 ADD 5.9% +1.8% 222.0 736,310 +634,142 4
AVGO funds › BROADCOM INC COM USD0.001 TRIM 4.9% +0.3% 182.4 483,551 -60,857 5
EME funds › EMCOR GROUP INC COM USD0.01 TRIM 3.9% -0.2% 146.8 177,045 -26,540 3
APH funds › AMPHENOL CORP COM USD0.001 TRIM 3.8% +0.1% 142.9 810,311 -271,715 5
COF funds › CAPITAL ONE FINANCIAL CORP COM USD0.01 TRIM 3.7% +0.1% 138.6 690,917 -44,076 4
ADI funds › ANALOG DEVICES INC COM USD0.16 2/3 TRIM 3.4% +0.4% 129.1 325,165 -22,800 5
GOOG funds › ALPHABET INC COM CL C USD0.001 TRIM 3.3% +0.5% 124.2 351,544 -15,685 5
DTM funds › DT MIDSTREAM INC COM USD0.01 TRIM 3.2% +0.0% 120.9 823,100 -57,900 3
AMP funds › AMERIPRISE FIN INC COM STK USD 0.01 TRIM 2.6% -0.7% 97.3 212,260 -63,681 5
NVDA funds › NVIDIA CORP COM USD0.001 ADD 2.5% +0.7% 92.3 462,177 +85,102 5
MA funds › MASTERCARD INC COM CL A USD0.0001 TRIM 1.8% -0.0% 68.9 134,254 -2,003 5
AAPL funds › APPLE INC COM NPV ADD 1.7% +0.2% 63.4 219,083 +2,215 5
FCX funds › FREEPORT-MCMOR C&G INC COM STK USD0.10 TRIM 1.6% +0.1% 60.7 965,562 -6,280 5
DCI funds › DONALDSON CO INC COM USD5 TRIM 1.6% -0.0% 59.2 659,335 -38,593 5
NVR funds › NVR INC COM USD0.01 TRIM 1.5% -0.5% 58.0 8,543 -2,925 4
HGV funds › HILTON GRAND VACATIONS COM USD0.01 TRIM 1.4% +0.1% 52.5 1,003,440 -196,500 5
LLY funds › ELI LILLY & CO COM NPV ADD 1.3% +0.3% 47.9 39,899 +910 5
BRKB funds › BERKSHIRE HATHAWAY CL B USD0.0033 ADD 1.1% +0.0% 42.3 84,627 +281 5
BKNG funds › BOOKING HLDGS INC COM USD0.008 ADD 1.1% +0.0% 41.8 234,301 +224,892 5
JNJ funds › JOHNSON & JOHNSON COM USD1.00 ADD 1.1% +0.7% 40.0 157,527 +107,379 5
META funds › META PLATFORMS INC COM CL A USD0.000006 TRIM 1.1% -0.1% 39.9 70,835 -4,603 5
CLS funds › CELESTICA INC COM NPV TRIM 0.9% +0.1% 32.9 90,500 -5,200 2
COR funds › CENCORA INC COM USD0.01 TRIM 0.8% -0.2% 30.3 107,105 -7,271 5
MCK funds › MCKESSON CORP COM USD0.01 TRIM 0.7% -0.2% 26.6 35,205 -5,228 5
CDNS funds › CADENCE DESIGN SYSTEMS INC COM USD0.01 ADD 0.7% +0.2% 26.1 69,448 +1,122 5
CSCO funds › CISCO SYSTEMS INC COM USD0.001 TRIM 0.6% +0.2% 24.3 206,932 -11,325 5
EOG funds › EOG RESOURCES INC COM USD0.01 TRIM 0.6% -0.1% 21.1 162,537 -2,645 5
JPM funds › JP MORGAN CHASE & CO COM USD1 ADD 0.5% +0.0% 20.5 62,620 +12 5
CAT funds › CATERPILLAR INC COM USD1.00 ADD 0.5% +0.3% 20.2 18,937 +8,314 5
MCD funds › MCDONALDS CORP COM USD0.01 TRIM 0.5% -0.1% 19.5 72,035 -158 5
DE funds › DEERE & CO COM USD1 TRIM 0.5% +0.0% 19.2 30,328 -2,609 5
KO funds › COCA-COLA INC COM USD0.25 TRIM 0.5% +0.0% 19.2 235,742 -4,906 5
EQH funds › EQUITABLE HLDGS INC COM USD0.01 TRIM 0.5% -0.2% 17.1 390,370 -243,700 4
MRSH funds › MARSH COM USD1.00 ADD 0.4% -0.0% 16.5 99,064 +483 5
EA funds › ELECTRONIC ARTS (EA) INC COM CL A USD0.01 TRIM 0.4% -0.0% 13.8 67,315 -2,304 5
NDAQ funds › NASDAQ INC COM USD0.01 ADD 0.4% -0.0% 13.4 169,533 +3,483 5
C funds › CITIGROUP INC COM USD0.01 TRIM 0.3% +0.0% 10.7 76,226 -3,520 5
CUSIP:30231G102 funds › EXXON MOBIL CORP COM NPV ADD 0.2% -0.1% 9.2 67,784 +1,290 5
CARR funds › CARRIER GLOBAL CORP COM USD0.01 TRIM 0.2% +0.0% 8.2 111,504 -940 5
BLK funds › BLACKROCK INC COM USD0.01 ADD 0.2% +0.0% 6.2 6,438 +183 5
MELI funds › MERCADOLIBRE INC COM STK USD0.001 ADD 0.2% +0.0% 6.2 3,624 +500 5
HON funds › HONEYWELL INTL INC COM USD1 (R/S) NEW 0.2% +0.2% 6.0 26,972 +26,972 1
BMY funds › BRISTOL-MYERS SQUIBB CO. COM USD0.10 TRIM 0.2% -0.0% 6.0 104,121 -1,037 5
HONA funds › HONEYWELL AEROSPACE INC COM USD0.01 NEW 0.2% +0.2% 5.9 26,972 +26,972 1
MU funds › MICRON TECHNOLOGY COM USD0.10 ADD 0.2% +0.1% 5.7 4,951 +3,043 5
LMT funds › LOCKHEED MARTIN COM USD0.01 TRIM 0.1% -0.0% 5.3 10,324 -173 5
ADBE funds › ADOBE INC COM USD0.0001 TRIM 0.1% -0.0% 4.0 19,416 -1,493 5
DIS funds › WALT DISNEY CO COM USD0.01 ADD 0.1% -0.0% 3.9 40,995 +442 5
GILD funds › GILEAD SCIENCES INC COM USD0.001 TRIM 0.1% -0.0% 3.9 30,729 -303 5
AMAT funds › APPLIED MATERIALS INC COM USD0.01 TRIM 0.1% +0.0% 3.8 5,302 -3,783 5
BDX funds › BECTON DICKINSON & CO TRIM 0.1% -0.0% 3.8 25,265 -1,376 5
DUK funds › DUKE ENERGY CORP COM NPV TRIM 0.1% -0.0% 3.8 29,767 -579 5
CVX funds › CHEVRON CORP COM USD0.75 TRIM 0.1% -0.0% 3.4 20,736 -279 5
CL funds › COLGATE PALMOLIVE COM USD 1 HOLD 0.1% +0.0% 3.4 37,440 +0 5
BAC funds › BANK OF AMERICA COM USD 0.01 HOLD 0.1% +0.0% 3.3 57,839 +0 5
KKR funds › KKR & CO INC COM USD0.01 HOLD 0.1% -0.0% 3.2 35,294 +0 5
ORCL funds › ORACLE CORP COM USD0.01 ADD 0.1% +0.1% 3.2 21,966 +17,900 5
ENB funds › ENBRIDGE INC COM NPV ADD 0.1% +0.0% 3.1 57,970 +4,300 2
FERG funds › FERGUSON ENTERPRISES COM USD0.0001 TRIM 0.1% -0.0% 2.9 12,423 -305 5
AME funds › AMETEK INC COM USD0.01 ADD 0.1% +0.0% 2.9 11,880 +298 3
INTU funds › INTUIT INC COM USD0.01 TRIM 0.1% -0.1% 2.8 10,912 -6,319 5
NEE funds › NEXTERA ENERGY INC COM USD0.01 ADD 0.1% -0.0% 2.2 25,486 +514 5
NTR funds › NUTRIEN LTD COM USD NPV (US LISTED) TRIM 0.1% -0.0% 2.1 33,920 -600 5
BABA funds › ALIBABA GROUP HOLDING ADR (1 TO 8) ADD 0.1% -0.0% 2.0 20,618 +1,861 5
MDLZ funds › MONDELEZ INTL INC COM USD0.01 TRIM 0.0% -0.0% 1.7 29,776 -589 5
OTIS funds › OTIS WORLDWIDE CORP COM USD0.01 ADD 0.0% -0.0% 1.7 23,943 +215 5
ISRG funds › INTUITIVE SURGICAL INC COM USD0.001 TRIM 0.0% -0.0% 1.7 4,248 -280 5
AMD funds › ADVANCED MICRO DEVICES COM USD0.01 ADD 0.0% +0.0% 1.6 2,813 +461 5
ELV funds › ELEVANCE HEALTH COM USD0.01 TRIM 0.0% +0.0% 1.6 4,086 -582 5
IVE funds › ISHARES S&P 500 VALUE ETF USD INC HOLD 0.0% +0.0% 1.6 6,958 +0 5
GS funds › GOLDMAN SACHS GROUP INC COM USD0.01 ADD 0.0% +0.0% 1.4 1,421 +303 5
ABBV funds › ABBVIE INC COM USD0.01 TRIM 0.0% +0.0% 1.2 4,766 -157 5
AMGN funds › AMGEN INC COM USD0.0001 HOLD 0.0% +0.0% 1.2 3,242 +0 5
IP funds › INTERNATIONAL PAPER CO COM USD1.00 TRIM 0.0% -0.0% 1.1 29,957 -2,617 5
IVV funds › ISHARES S&P 500 CORE ETF USD INC (US LIST) TRIM 0.0% +0.0% 1.0 1,382 -165 5
NEM funds › NEWMONT GOLDCORP COM USD ADD 0.0% -0.0% 1.0 10,590 +1,550 5
BX funds › BLACKSTONE INC COM USD0.00001 TRIM 0.0% -0.0% 0.9 7,930 -105 5
BALL funds › BALL CORP COM NPV TRIM 0.0% -0.0% 0.9 14,345 -1,355 5
NFLX funds › NETFLIX COM INC COM USD0.001 ADD 0.0% -0.0% 0.9 12,368 +778 5
IJS funds › ISHARES S&P SMALLCAP 600 VALUE ETF USD INC HOLD 0.0% +0.0% 0.8 6,201 +0 5
MO funds › ALTRIA GROUP INC COM USD0.33333 ADD 0.0% +0.0% 0.8 11,592 +600 5
GEV funds › GE VERNOVA LLC COM USD0.01 HOLD 0.0% +0.0% 0.8 681 +0 5
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF USD INC HOLD 0.0% +0.0% 0.8 3,600 +0 5
FTNT funds › FORTINET INC COM USD0.001 TRIM 0.0% +0.0% 0.7 4,796 -65 5
IBB funds › ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC ADD 0.0% +0.0% 0.7 3,535 +990 5
EEM funds › ISHARES MSCI EMERGING MARKETS ETF USD INC HOLD 0.0% +0.0% 0.7 9,780 +0 5
EFA funds › ISHARES MSCI EAFE ETF USD INC HOLD 0.0% +0.0% 0.6 6,232 +0 5
COST funds › COSTCO WHOLESALE COM USD0.01 TRIM 0.0% -0.0% 0.6 666 -27 5
PURR funds › HYPERLIQUID COM USD0.0001 NEW 0.0% +0.0% 0.6 77,000 +77,000 1
ABT funds › ABBOTT LABORATORIES COM NPV TRIM 0.0% -0.0% 0.6 6,460 -75 5
PCAR funds › PACCAR INC COM STK USD1 HOLD 0.0% +0.0% 0.6 4,730 +0 5
IJJ funds › ISHARES S&P MID CAP 400 VALUE ETF USD INC HOLD 0.0% +0.0% 0.6 3,741 +0 5
GE funds › GE AEROSPACE COM USD0.01 HOLD 0.0% +0.0% 0.5 1,439 +0 5
DSI funds › ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC HOLD 0.0% +0.0% 0.5 3,715 +0 5
EWJ funds › ISHARES MSCI JAPAN ETF USD INC ADD 0.0% +0.0% 0.5 5,600 +300 5
COIN funds › COINBASE GLOBAL INC COM CL A USD0.00001 ADD 0.0% -0.0% 0.5 3,536 +350 5
ARQT funds › ARCUTIS BIOTHERAPEUTICS COM USD0.0001 HOLD 0.0% +0.0% 0.5 19,000 +0 5
APO funds › APOLLO GLOBAL MANAGEMENT COM USD HOLD 0.0% +0.0% 0.5 4,205 +0 5
BIDU funds › BAIDU INC ADS (1 TO 1) ADD 0.0% +0.0% 0.5 3,985 +1,000 5
MRK funds › MERCK & CO INC COM USD0.50 HOLD 0.0% +0.0% 0.4 3,474 +0 5
ARES funds › ARES MANAGEMENT CORP COM CL A USD HOLD 0.0% +0.0% 0.4 3,730 +0 5
ADP funds › AUTOMATIC DATA PROCESSING INC COM USD0.1 ADD 0.0% +0.0% 0.4 1,753 +93 5
JXN funds › JACKSON FINANCIAL COM CL A USD0.01 ADD 0.0% -0.0% 0.4 3,599 +14 5
GD funds › GENERAL DYNAMICS CORPORATION COM USD1.00 HOLD 0.0% +0.0% 0.3 970 +0 5
IMCR funds › IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1) HOLD 0.0% +0.0% 0.3 10,100 +0 2
OWL funds › BLUE OWL CAPITAL INC COM CL A USD0.01 TRIM 0.0% -0.0% 0.3 36,285 -7,450 5
IBM funds › IBM (INTL BUSINESS MACHINES) COM USD 0.20 TRIM 0.0% -0.0% 0.3 1,053 -150 5
BSX funds › BOSTON SCIENTIFIC COM USD0.01 TRIM 0.0% -0.0% 0.3 6,819 -400 5
NKE funds › NIKE INC COM CL B NPV TRIM 0.0% -0.0% 0.3 6,624 -1,110 5
AXP funds › AMERICAN EXPRESS CO COM USD0.20 HOLD 0.0% +0.0% 0.3 801 +0 5
MCO funds › MOODYS CORP COM US$0.01 TRIM 0.0% -0.0% 0.3 575 -25 5
AJG funds › ARTHUR J GALLAGHER & CO COM USD1.00 TRIM 0.0% -0.0% 0.3 1,136 -100 5
NOV funds › NOV INC COM USD0.01 TRIM 0.0% -0.0% 0.3 13,881 -3,000 5
BRO funds › BROWN & BROWN INC COM USD0.1 TRIM 0.0% -0.0% 0.3 4,010 -3,313 5
CACI funds › CACI INTL INC COM CL A USD0.10 TRIM 0.0% -0.0% 0.2 518 -944 5
BTI funds › BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2) HOLD 0.0% +0.0% 0.2 3,855 +0 5
GRID funds › FIRST TRUST NASDAQ CE SG INFRA ETF USD INC TRIM 0.0% -0.0% 0.2 1,220 -635 5
ARM funds › ARM HOLDINGS PLC SPON ADR (1 to 1) ADD 0.0% +0.0% 0.2 635 +525 5
DDOG funds › DATADOG INC COM CL A USD TRIM 0.0% +0.0% 0.2 861 -50 5
IONQ funds › IONQ INC COM USD0.01 ADD 0.0% +0.0% 0.2 3,832 +1,662 5
INDY funds › ISHARES INDIA 50 ETF USD INC HOLD 0.0% +0.0% 0.2 4,560 +0 5
IDXX funds › IDEXX LABORATORIES COM USD0.10 ADD 0.0% +0.0% 0.2 363 +50 5
MSTR funds › STRATEGY INC COM CL A USD0.001 TRIM 0.0% -0.0% 0.2 1,937 -1,335 5
QQQ funds › INVESCO QQQ TRUST ETF 1 USD INC TRIM 0.0% -0.0% 0.2 225 -125 3
IFF funds › INTL FLAVORS & FRAGRANCES INC COM USD0.125 HOLD 0.0% +0.0% 0.2 1,900 +0 5
CUSIP:497266106 funds › KIRBY CORP COM USD0.10 HOLD 0.0% +0.0% 0.1 1,100 +0 5
QBTS funds › D-WAVE QUANTUM INC COM USD0.0001 ADD 0.0% +0.0% 0.1 6,116 +4,806 4
FISV funds › FISERV INC COM USD0.01 ADD 0.0% +0.0% 0.1 2,982 +1,178 5
HYMC funds › HYCROFT MINING COM CL A USD 0.0001 (P/S) ADD 0.0% -0.0% 0.1 5,540 +600 2
DOV funds › DOVER CORP COM STK USD1.00 HOLD 0.0% +0.0% 0.1 548 +0 5
B funds › BARRICK MINING CORP COM NPV (US LISTED) HOLD 0.0% -0.0% 0.1 3,228 +0 4
CME funds › CME GROUP INC COM STK CL A USD0.01 HOLD 0.0% -0.0% 0.1 524 +0 5
HCA funds › HCA HEALTHCARE INC COM USD0.01 HOLD 0.0% -0.0% 0.1 275 +0 5
EL funds › ESTEE LAUDER CO INC COM CL A USD0.01 TRIM 0.0% -0.0% 0.1 1,323 -980 5
FSLR funds › FIRST SOLAR INC COM STK USD0.001 ADD 0.0% +0.0% 0.1 435 +50 5
HPE funds › HEWLETT PACKARD ENTERPRISE COM USD 0.01 ADD 0.0% +0.0% 0.1 2,218 +18 5
COHR funds › COHERENT CORP COM NPV HOLD 0.0% +0.0% 0.1 247 +0 4
CCJ funds › CAMECO CORP COM NPV ADD 0.0% +0.0% 0.1 941 +166 5
ECL funds › ECOLAB INC COM USD1 TRIM 0.0% -0.0% 0.1 336 -14 5
HL funds › HECLA MINING CO COM USD0.25 HOLD 0.0% -0.0% 0.1 6,000 +0 2
OCSL funds › OAKTREE SPECIALTY COM USD (POST SPLIT) HOLD 0.0% +0.0% 0.1 7,400 +0 5
COP funds › CONOCOPHILLIPS COM USD0.01 TRIM 0.0% -0.0% 0.1 823 -4,400 5
AVTR funds › AVANTOR INC COM USD0.01 HOLD 0.0% +0.0% 0.1 8,450 +0 5
FSM funds › FORTUNA MINING CORP COM NPV HOLD 0.0% -0.0% 0.1 10,000 +0 5
BA funds › BOEING CO COM USD5.00 ADD 0.0% +0.0% 0.1 382 +32 5
MTZ funds › MASTEC INC COM USD0.10 HOLD 0.0% +0.0% 0.1 200 +0 5
CCO funds › CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01 HOLD 0.0% -0.0% 0.1 32,500 +0 5
NOC funds › NORTHROP GRUMMAN CORP COM USD1 TRIM 0.0% -0.0% 0.1 151 -7 5
ADM funds › ARCHER DANIELS MIDLAND CO COM NPV HOLD 0.0% +0.0% 0.1 900 +0 3
DHR funds › DANAHER CORP COM USD0.01 ADD 0.0% +0.0% 0.1 355 +321 5
MDB funds › MONGODB INC COM CL A USD0.001 HOLD 0.0% +0.0% 0.1 200 +0 4
DELL funds › DELL TECHNOLOGIES INC COM CL C USD0.01 TRIM 0.0% +0.0% 0.1 150 -60 2
CTVA funds › CORTEVA INC COM USD0.01 TRIM 0.0% -0.0% 0.1 734 -34 5
PICK funds › ISHARES MSCI GBL METALS & MINING ETF USD INC ADD 0.0% +0.0% 0.1 1,055 +805 2
URTH funds › ISHARE MSCI WORLD ETF USD INC HOLD 0.0% +0.0% 0.1 300 +0 4
IBKR funds › INTERACTIVE BROKERS GROUP INC COM CL A USD0.01 TRIM 0.0% +0.0% 0.1 690 -100 4
DCH funds › DAUCH CORPORATION COM USD0.01 HOLD 0.0% -0.0% 0.1 10,786 +0 2
CMCSA funds › COMCAST CORP COM CL A USD0.01 TRIM 0.0% -0.0% 0.1 2,318 -1,205 5
ORMP funds › ORAMED PHARMACEUTICALS INC HOLD 0.0% +0.0% 0.1 11,675 +0 5
CMPS funds › COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1) HOLD 0.0% +0.0% 0.1 3,900 +0 5
DNOW funds › DNOW INC HOLD 0.0% +0.0% 0.1 4,159 +0 5
GROY funds › GOLD ROYALTY CORP COM NPV NEW 0.0% +0.0% 0.1 19,000 +19,000 1
JLL funds › JONES LANG LASALLE INC COM USD0.01 HOLD 0.0% +0.0% 0.1 170 +0 5
KMI funds › KINDER MORGAN INC COM USD0.01 HOLD 0.0% -0.0% 0.1 1,568 +0 5
LHX funds › L3HARRIS TECHNOLOGIES INC COM USD1.00 ADD 0.0% -0.0% 0.0 170 +20 5
ITW funds › ILLINOIS TOOLS WORKS INC COM NPV HOLD 0.0% +0.0% 0.0 180 +0 5
MRVL funds › MARVELL TECHNOLOGY LTD COM USD0.002 NEW 0.0% +0.0% 0.0 165 +165 1
ASPI funds › ASP ISOTOPES INC COM USD0.01 HOLD 0.0% +0.0% 0.0 7,500 +0 4
LITE funds › LUMENTUM HLDGS INC COM USD0.001 NEW 0.0% +0.0% 0.0 53 +53 1
GH funds › GUARDANT HEALTH IN COM USD0.00001 HOLD 0.0% +0.0% 0.0 300 +0 5
APD funds › AIR PRODUCTS & CHEMICALS INC COM USD1 HOLD 0.0% -0.0% 0.0 155 +0 5
NBIX funds › NEUROCRINE BIOSCIENCES INC COM USD0.001 HOLD 0.0% +0.0% 0.0 268 +0 5
HSY funds › HERSHEY COMPANY COM USD1 HOLD 0.0% -0.0% 0.0 246 +0 5
MS funds › MORGAN STANLEY COM USD0.01 HOLD 0.0% +0.0% 0.0 200 +0 5
LTBR funds › LIGHTBRIDGE CORP COM USD0.001 (R/S) HOLD 0.0% -0.0% 0.0 4,200 +0 4
CEG funds › CONSTELLATION ENERGY CORP COM NPV HOLD 0.0% -0.0% 0.0 150 +0 4
T funds › AT&T INC COM USD1.00 HOLD 0.0% -0.0% 0.0 1,723 +0 5
NTES funds › NETEASE INC ADR (1 TO 25) HOLD 0.0% +0.0% 0.0 250 +0 5
ABSI funds › ABSCI CORP COM USD0.0001 TRIM Common Stock 0.0% +0.0% 0.0 2,555 -4,755 4
HD funds › HOME DEPOT INC COM USD0.05 TRIM 0.0% -0.0% 0.0 82 -40 5
IEMG funds › ISHARES MSCI EMERGING MARKETS ETF USD INC NEW 0.0% +0.0% 0.0 345 +345 1
EBAY funds › EBAY INC COM USD0.001 (US LISTED) TRIM 0.0% -0.0% 0.0 250 -200 5
ASTS funds › AST SPACEMOBILE INC COM USD0.0001 ADD 0.0% +0.0% 0.0 317 +169 4
EFX funds › EQUIFAX INC COM USD1.25 HOLD 0.0% -0.0% 0.0 175 +0 2
EVR funds › EVERCORE INC COM CL A USD0.01 HOLD 0.0% +0.0% 0.0 80 +0 3
EW funds › EDWARDS LIFESCIENCES CORP COM USD1 ADD 0.0% +0.0% 0.0 300 +200 5
IWN funds › ISHARES RUSSELL 2000 VALUE ETF USD INC NEW 0.0% +0.0% 0.0 120 +120 1
NVO funds › NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1) HOLD 0.0% +0.0% 0.0 570 +0 5
BWXT funds › BWX TECHNOLOGIES INC COM USD0.01 TRIM 0.0% -0.0% 0.0 136 -155 5
LNG funds › CHENIERE ENERGY INC COM USD0.003 NEW 0.0% +0.0% 0.0 100 +100 1
GTLB funds › GITLAB INC COM CL A USD0.0000025 HOLD 0.0% +0.0% 0.0 800 +0 4
FAST funds › FASTENAL COM USD0.01 HOLD 0.0% +0.0% 0.0 490 +0 5
ONDS funds › ONDAS INC COM USD0.0001 (R/S) NEW 0.0% +0.0% 0.0 2,893 +2,893 1
NAVN funds › NAVAN COM INC CL A USD0.00000625 NEW 0.0% +0.0% 0.0 1,050 +1,050 1
CRWV funds › COREWEAVE INC COM CL A USD0.000005 ADD 0.0% +0.0% 0.0 227 +197 3
HPQ funds › HEWLETT PACKARD (HP) INC COM USD0.01 HOLD 0.0% +0.0% 0.0 1,000 +0 5
ARKK funds › ARK INNOVATION ETF USD INC HOLD 0.0% +0.0% 0.0 275 +0 5
NET funds › CLOUDFLARE INC COM CL A USD0.001 HOLD 0.0% +0.0% 0.0 88 +0 4
CRCL funds › CIRCLE INTERNET GROUP INC COM CL A USD0.0001 ADD 0.0% +0.0% 0.0 330 +130 2
KHC funds › KRAFT HEINZ CO COM USD 0.01 TRIM 0.0% -0.0% 0.0 862 -100 5
NWSA funds › NEWS CORP HOLD 0.0% -0.0% 0.0 800 +0 5
GIS funds › GENERAL MILLS INC COM USD0.10 HOLD 0.0% -0.0% 0.0 560 +0 4
MP funds › MP MATERIALS CORP COM CL A USD0.0001 HOLD 0.0% +0.0% 0.0 300 +0 3
AVAV funds › AEROVIRONMENT INC COM USD0.0001 ADD 0.0% +0.0% 0.0 100 +90 2
AWK funds › AMERICAN WATER WORKS INC COM STK USD 0.01 HOLD 0.0% -0.0% 0.0 125 +0 5
KMB funds › KIMBERLY-CLARK CORP COM STK USD1.25 HOLD 0.0% +0.0% 0.0 150 +0 4
CSGP funds › COSTAR GROUP INC COM USD0.01 HOLD 0.0% -0.0% 0.0 520 +0 5
DXCM funds › DEXCOM INC COM USD0.001 HOLD 0.0% +0.0% 0.0 220 +0 5
AEHR funds › AEHR TEST SYSTEMS COM USD0.01 NEW 0.0% +0.0% 0.0 147 +147 1
INCY funds › INCYTE CORPORATION COM USD0.001 HOLD 0.0% +0.0% 0.0 120 +0 5
CADL funds › CANDEL THERAPEUTICS INC COM USD0.01 HOLD 0.0% +0.0% 0.0 1,350 +0 5
MNST funds › MONSTER BEV CORP COM USD0.005 HOLD 0.0% +0.0% 0.0 135 +0 3
LEU funds › CENTRUS ENERGY CORP COM CL A USD0.1 TRIM 0.0% -0.0% 0.0 80 -200 3
CRWD funds › CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A TRIM 0.0% +0.0% 0.0 17 -7 5
INDV funds › INDIVIOR PHARMACEUTICALS ORD USD0.001 ADD 0.0% +0.0% 0.0 301 +43 2
OXY funds › OCCIDENTAL PETROLEUM CORP COM STK USD0.20 TRIM 0.0% -0.0% 0.0 220 -500 5
ICE funds › INTERCONTINENTAL EXCHANGE INC COM USD0.01 TRIM 0.0% -0.0% 0.0 90 -178 5
PTC funds › PTC INC COM USD0.01 HOLD 0.0% -0.0% 0.0 100 +0 5
MPWR funds › MONOLITHIC POWER SYSTEMS INC COM USD0.001 NEW 0.0% +0.0% 0.0 7 +7 1
TE funds › T1 ENERGY INC COM NPV NEW 0.0% +0.0% 0.0 1,000 +1,000 1
AUTL funds › AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS HOLD 0.0% +0.0% 0.0 6,300 +0 5
AUR funds › AURORA INNOVATION COM CL A USD0.0001 HOLD 0.0% +0.0% 0.0 1,500 +0 4
BSY funds › BENTLEY SYSTEMS INC COM CL B USD0.01 HOLD 0.0% -0.0% 0.0 350 +0 5
BE funds › BLOOM ENERGY CORP COM CL A USD0.0001 NEW 0.0% +0.0% 0.0 31 +31 1
KTOS funds › KRATOS DEFENSE & SECURITY COM USD0.001 ADD 0.0% +0.0% 0.0 180 +62 2
ACLS funds › AXCELIS TECHNOLOGIES INC COM USD0.001 TRIM 0.0% -0.0% 0.0 40 -240 4
APLD funds › APPLIED DIGITAL CO COM USD0.001 (R/S) NEW 0.0% +0.0% 0.0 210 +210 1
RAMP funds › LIVERAMP HOLDINGS COM USD0.10 HOLD 0.0% +0.0% 0.0 207 +0 4
OKTA funds › OKTA INC COM CL A USD0.0001 HOLD 0.0% +0.0% 0.0 56 +0 5
ATYR funds › ATYR PHARMA INC COM USD0.001 TRIM 0.0% -0.0% 0.0 12,300 -3,900 2
KEEL funds › KEEL INFRA CORP COM USD0.001 NEW 0.0% +0.0% 0.0 1,280 +1,280 1
ITRG funds › INTEGRA RESOURCES COM NPV (POST REV SPLIT) TRIM 0.0% -0.0% 0.0 2,950 -3,850 4
SILJ funds › AMPLIFY JUNIOR SILVER MINERS ETF USD INC HOLD 0.0% -0.0% 0.0 264 +0 2
CLSK funds › CLEANSPARK INC COM USD0.001 (R/S) NEW 0.0% +0.0% 0.0 495 +495 1
HUBS funds › HUBSPOT INC COM USD0.001 TRIM 0.0% -0.0% 0.0 36 -7 5
MGM funds › MGM RESORTS INTL COM USD0.01 HOLD 0.0% +0.0% 0.0 125 +0 5
HIVE funds › HIVE DIGITAL TECH COM NPV NEW 0.0% +0.0% 0.0 1,550 +1,550 1
BNTX funds › BIONTECH SE SPON ADS EACH REP 1 ORD SHS HOLD 0.0% +0.0% 0.0 61 +0 4
LKQ funds › LKQ CORP COM USD0.01 HOLD 0.0% -0.0% 0.0 220 +0 5
ASAN funds › ASANA INC COM CL A USD0.00001 HOLD 0.0% +0.0% 0.0 838 +0 5
KDP funds › KEURIG DR PEPPER INC COM USD0.01 HOLD 0.0% +0.0% 0.0 186 +0 5
MXCT funds › MAXCYTE INC COM STK USD0.01 HOLD 0.0% +0.0% 0.0 4,000 +0 5
DD funds › DUPONT DE NEMOURS INC COM USD0.01 (R/S) NEW 0.0% +0.0% 0.0 40 +40 1
OKLO funds › OKLO INC COM CL A USD0.0001 NEW 0.0% +0.0% 0.0 70 +70 1
ILMN funds › ILLUMINA INC COM USD0.01 HOLD 0.0% +0.0% 0.0 20 +0 5
MVST funds › MICROVAST HLDGS INC COM USD0.0001 HOLD 0.0% -0.0% 0.0 2,120 +0 4
FWONA funds › LIBERTY MEDIA CORP FORMULA ONE COM A USD0.01 HOLD 0.0% +0.0% 0.0 30 +0 3
TAN funds › INVESCO SOLAR ETF USD INC HOLD 0.0% -0.0% 0.0 58 +0 3
INMB funds › INMUNE BIO INC COM USD0.001 HOLD 0.0% +0.0% 0.0 2,000 +0 4
EMBC funds › EMBECTA CORP COM USD0.01 WI HOLD 0.0% -0.0% 0.0 665 +0 5
CRCT funds › CRICUT INC COM USD0.001 HOLD 0.0% -0.0% 0.0 500 +0 5
CALY funds › CALLAWAY GOLF COMPANY COM USD 0.01 HOLD 0.0% +0.0% 0.0 99 +0 5
BMNR funds › BITMINE IMMERSION COM USD0.001 (P/S) HOLD 0.0% -0.0% 0.0 135 +0 4
OPEN funds › OPENDOOR TECHNOLOGY COM USD HOLD 0.0% -0.0% 0.0 450 +0 3
ABNB funds › AIRBNB INC COM CL A USD0.0001 TRIM 0.0% -0.0% 0.0 17 -50 5
NIO funds › NIO INC SPON ADR (1 TO 1) HOLD 0.0% -0.0% 0.0 181 +0 5
DXC funds › DXC TECHNOLOGY CO COM USD0.01 HOLD 0.0% -0.0% 0.0 85 +0 5
FRMM funds › FORUM MARKETS INC COM USD0.0001 (P/S) HOLD 0.0% -0.0% 0.0 215 +0 3
CHTR funds › CHARTER COMMUN INC COM CL A USD0.001 NEW 0.0% +0.0% 0.0 2 +2 0
CUSIP:438516106 funds › HONEYWELL INTL INC COM STK USD1 EXIT 0.0% -0.3% 0.0 0 -52,104 0
CUSIP:03152W109 funds › AMICUS THERAPEUTIC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -600 0
LMND funds › LEMONADE INC COM USD0.00001 EXIT 0.0% +0.0% 0.0 0 -4 0
ASH funds › ASHLAND GLOBAL HLDGS INC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -275 0
BATL funds › BATTALION OIL CORP COM USD0.0001 HOLD 0.0% +0.0% 0.0 1 +0 0
PNNT funds › PENNANTPARK INVT C COM STK USD0.001 EXIT 0.0% -0.0% 0.0 0 -24,150 0
PAYX funds › PAYCHEX INC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -3,000 0
CDZI funds › CADIZ INC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -1,000 0
PTON funds › PELETON INTERACTIVE INC COM CL A USD0.002 EXIT 0.0% -0.0% 0.0 0 -5,151 0
PM funds › PHILIP MORRIS INTL INC COM STK NPV EXIT 0.0% -1.1% 0.0 0 -235,595 0
PFGC funds › PERFORMANCE FOOD GROUP COM USD0.01 EXIT 0.0% -4.7% 0.0 0 -2,012,437 0
PYPL funds › PAYPAL HLDGS INC COM USD0.0001 EXIT 0.0% -0.0% 0.0 0 -2,315 0
ATAI funds › ATAIBECKLEY INC COM USD0.01 HOLD 0.0% +0.0% 0.0 56 +0 0
ON funds › ON SEMICONDUCTOR CORP COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -764 0
GEHC funds › GE HEALTHCARE TECH COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -20 0
RVTY funds › PERKINELMER INC COM USD1 EXIT 0.0% -0.0% 0.0 0 -90 0
AMC funds › AMC ENTERTAINMENT HLDGS INC COM A USD0.01 HOLD Common Stock 0.0% +0.0% 0.0 56 +0 0
MBLY funds › MOBILEYE GBL INC COM CL A USD0.01 HOLD 0.0% +0.0% 0.0 40 +0 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -120 0
GXO funds › GXO LOGISTICS INC COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -39 0
NVAX funds › NOVAVAX INC COM USD0.01 HOLD 0.0% +0.0% 0.0 50 +0 0
GEOS funds › GEOSPACE TECHNOLOGIES COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -1,600 0
MIND funds › MIND TECH INC COM USD0.01 (POST REV SPLIT) EXIT 0.0% -0.0% 0.0 0 -2,590 0
PLTR funds › PALANTIR TECH INC COM CL A USD0.001 EXIT 0.0% -0.0% 0.0 0 -6,920 0
INFQ funds › INFLEQTION INC COM USD0.0001 EXIT 0.0% -0.0% 0.0 0 -2,500 0
PFE funds › PFIZER INC COM USD0.05 EXIT 0.0% -0.1% 0.0 0 -140,350 0
PANW funds › PALO ALTO NETWORKS INC COM USD0.0001 EXIT 0.0% -0.6% 0.0 0 -131,572 0
PEP funds › PEPSICO INC CAP USD0.01666 EXIT 0.0% -0.1% 0.0 0 -18,649 0
BYND funds › BEYOND MEAT INC COM USD 0.0001 HOLD 0.0% +0.0% 0.0 60 +0 0
NG funds › NOVAGOLD RESOURCES INC COM NPV EXIT 0.0% -0.0% 0.0 0 -9,700 0
PAAS funds › PAN AMERICAN SILVER COM PNV EXIT 0.0% -0.0% 0.0 0 -750 0
PSX funds › PHILLIPS 66 COM USD0.01 EXIT 0.0% -0.0% 0.0 0 -3,200 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 3,756 269 0.10 60% 0.049 0.837 in
2026Q1 3,689 273 0.16 57% 0.044 0.740 in
2025Q4 4,511 274 0.21 58% 0.045 0.648 in
2025Q3 4,498 268 0.37 54% 0.041 0.293 in
2025Q2 3,421 270 0.20 56% 0.045 0.653 entered
2025Q1 3,480 266 0.00 53% 0.039 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