☆Congress Park Capital LLC
Quality Q
0.380
AUM ($M)
370
Positions
134
Turnover
0.09
Top-10 wt
42%
Herfindahl
0.027
History (qtrs)
6
Excess Return
—
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Holdings · 147 positions · portfolio value $370M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆JFR funds › | NUVEEN FLOATING RATE INCOME | ADD | — | 7.2% | -0.0% | 26.7 | 3,477,794 | +356,471 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 7.1% | +0.5% | 26.4 | 35,213 | +2,276 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.7% | +0.4% | 17.3 | 48,282 | -270 | 5 | — |
| ☆NCV funds › | VIRTUS CONVERTIBLE & INCOME | ADD | — | 3.9% | +0.2% | 14.3 | 813,039 | +10,715 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 3.9% | +0.9% | 14.3 | 47,167 | +6,173 | 5 | — |
| ☆ICSH funds › | ISHARES TR | TRIM | — | 3.6% | -0.6% | 13.5 | 266,645 | -4,103 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.5% | +0.1% | 13.0 | 54,687 | +915 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.9% | +0.1% | 10.6 | 36,536 | +690 | 5 | — |
| ☆NEA funds › | NUVEEN AMT FREE QLTY MUN INC | HOLD | — | 2.7% | -0.2% | 10.0 | 850,000 | +0 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 2.4% | -0.3% | 8.9 | 5,250 | +160 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 2.4% | -0.2% | 8.7 | 86,572 | +4,763 | 3 | — |
| ☆NCZ funds › | VIRTUS CONVERTIBLE & INC FD | ADD | — | 2.3% | +0.1% | 8.6 | 542,943 | +6,706 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 2.3% | +0.0% | 8.5 | 42,405 | -20 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 2.3% | -0.2% | 8.4 | 16,734 | +237 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 2.1% | -0.3% | 7.7 | 13,686 | +206 | 5 | — |
| ☆NVG funds › | NUVEEN AMT FREE MUN CR INC F | ADD | — | 2.1% | -0.1% | 7.7 | 598,000 | +15,000 | 5 | — |
| ☆NAD funds › | NUVEEN QUALITY MUNCP INCOME | ADD | — | 2.0% | -0.1% | 7.5 | 618,500 | +17,500 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.7% | -0.1% | 6.4 | 17,259 | +1,329 | 5 | — |
| ☆PULS funds › | PGIM ETF TR | ADD | — | 1.6% | +0.0% | 6.1 | 122,381 | +17,306 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 1.6% | +0.9% | 6.0 | 5,163 | -1,725 | 3 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 1.6% | +0.2% | 5.9 | 16,689 | +421 | 5 | — |
| ☆NZF funds › | NUVEEN MUN CR INCOME FD | HOLD | — | 1.5% | -0.1% | 5.5 | 437,500 | +0 | 5 | — |
| ☆NUV funds › | NUVEEN MUN VALUE FD INC | ADD | — | 1.5% | -0.1% | 5.5 | 599,132 | +5,000 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.3% | -0.0% | 4.6 | 14,187 | -25 | 5 | — |
| ☆EMBJ funds › | EMBRAER S.A. | TRIM | — | 1.2% | -0.1% | 4.4 | 69,203 | -441 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.2% | +0.1% | 4.3 | 3,607 | -2 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | TRIM | — | 1.1% | +0.2% | 4.0 | 2,033 | -97 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 1.1% | +0.1% | 4.0 | 23,660 | -2,054 | 5 | — |
| ☆FTNT funds › | FORTINET INC | TRIM | — | 1.1% | +0.4% | 4.0 | 25,785 | -2,604 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 1.0% | -0.3% | 3.7 | 9,947 | +462 | 5 | — |
| ☆MQY funds › | BLACKROCK MUNIYILD QULT FD I | TRIM | — | 0.9% | -0.1% | 3.3 | 283,121 | -2,071 | 2 | — |
| ☆SNOW funds › | SNOWFLAKE INC | TRIM | — | 0.8% | +0.3% | 3.1 | 12,299 | -263 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.8% | -0.1% | 3.1 | 36,989 | -269 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.8% | +0.8% | 2.9 | 9,596 | +9,596 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.8% | +0.0% | 2.8 | 7,367 | -19 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.7% | +0.0% | 2.7 | 2,662 | -44 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.7% | +0.2% | 2.6 | 4,442 | -4,308 | 5 | — |
| ☆BATRA funds › | ATLANTA BRAVES HLDGS INC | ADD | — | 0.7% | +0.1% | 2.4 | 43,117 | +4,300 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.6% | +0.0% | 2.2 | 6,420 | +132 | 5 | — |
| ☆CLH funds › | CLEAN HARBORS INC | TRIM | — | 0.5% | -0.1% | 1.9 | 6,452 | -645 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.5% | -0.0% | 1.9 | 2,591 | -427 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.5% | +0.1% | 1.9 | 2,450 | -570 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.5% | -0.1% | 1.9 | 5,130 | +0 | 5 | — |
| ☆INDA funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 1.8 | 37,100 | +1,015 | 3 | — |
| ☆FWONK funds › | LIBERTY MEDIA CORP DEL | ADD | — | 0.5% | +0.1% | 1.7 | 18,262 | +2,285 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.5% | -0.1% | 1.7 | 6,838 | -113 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.5% | +0.1% | 1.7 | 4,131 | -175 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.4% | +0.2% | 1.6 | 2,264 | +17 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.4% | -0.1% | 1.6 | 10,608 | -727 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.4% | +0.0% | 1.5 | 4,375 | +570 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.4% | -0.2% | 1.5 | 9,262 | +85 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.4% | +0.2% | 1.5 | 4,489 | -615 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.4% | +0.4% | 1.5 | 6,882 | +6,882 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.4% | -0.1% | 1.5 | 20,545 | +2,805 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.4% | +0.4% | 1.4 | 6,332 | +6,332 | 1 | — |
| ☆CSX funds › | CSX CORP | HOLD | — | 0.4% | +0.0% | 1.4 | 29,465 | +0 | 5 | — |
| ☆ONON funds › | ON HLDG AG | TRIM | — | 0.4% | -0.0% | 1.3 | 37,228 | -435 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.3% | +0.0% | 1.3 | 1,215 | -370 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.3% | +0.0% | 1.3 | 3,015 | +30 | 5 | — |
| ☆BTQ funds › | BTQ TECHNOLOGIES CORP | TRIM | — | 0.3% | +0.1% | 1.2 | 228,612 | -30,400 | 4 | — |
| ☆AUR funds › | AURORA INNOVATION INC | ADD | — | 0.3% | +0.1% | 1.1 | 160,200 | +4,250 | 4 | — |
| ☆ROST funds › | ROSS STORES INC | TRIM | — | 0.3% | -0.0% | 1.1 | 5,095 | -5 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | ADD | — | 0.3% | +0.0% | 1.0 | 10,000 | +2,000 | 3 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 0.3% | +0.0% | 1.0 | 8,475 | +2,450 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | TRIM | — | 0.3% | +0.1% | 0.9 | 835 | -55 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | +0.0% | 0.9 | 3,637 | -14 | 5 | — |
| ☆XBI funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 0.9 | 5,585 | +160 | 3 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.2% | +0.1% | 0.9 | 6,250 | -5,250 | 4 | — |
| ☆DOV funds › | DOVER CORP | HOLD | — | 0.2% | -0.0% | 0.9 | 3,840 | +0 | 5 | — |
| ☆HRTX funds › | HERON THERAPEUTICS INC | TRIM | — | 0.2% | -0.8% | 0.9 | 2,016,447 | -2,016,290 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.2% | -0.1% | 0.9 | 3,023 | -1,450 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.2% | -0.0% | 0.8 | 11,686 | +220 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.2% | -0.0% | 0.8 | 1,625 | +63 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.2% | +0.0% | 0.8 | 3,595 | -218 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.2% | -0.0% | 0.7 | 7,744 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.2% | -0.1% | 0.7 | 5,350 | +175 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.2% | -0.1% | 0.7 | 12,000 | -6,750 | 3 | — |
| ☆INTU funds › | INTUIT | ADD | — | 0.2% | -0.0% | 0.7 | 2,665 | +1,245 | 5 | — |
| ☆DECK funds › | DECKERS OUTDOOR CORP | TRIM | — | 0.2% | -0.0% | 0.7 | 6,606 | -4 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.2% | -0.0% | 0.7 | 5,060 | +0 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | ADD | — | 0.2% | -0.0% | 0.6 | 2,115 | +60 | 3 | — |
| ☆MAS funds › | MASCO CORP | HOLD | — | 0.2% | +0.0% | 0.6 | 7,750 | +0 | 5 | — |
| ☆TER funds › | TERADYNE INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,230 | +10 | 2 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | TRIM | — | 0.2% | +0.0% | 0.6 | 1,770 | -25 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.2% | -0.1% | 0.6 | 767 | -340 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.2% | -0.1% | 0.6 | 7,745 | -5 | 5 | — |
| ☆RDDT funds › | REDDIT INC | TRIM | — | 0.1% | +0.0% | 0.5 | 3,090 | -192 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.1% | +0.0% | 0.5 | 4,537 | +654 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | HOLD | — | 0.1% | -0.0% | 0.5 | 3,300 | +0 | 5 | — |
| ☆WY funds › | WEYERHAEUSER CO | ADD | — | 0.1% | -0.0% | 0.5 | 21,263 | +6 | 3 | — |
| ☆LLYVK funds › | LIBERTY LIVE HOLDINGS INC | HOLD | — | 0.1% | -0.0% | 0.5 | 4,375 | +0 | 2 | — |
| ☆EPI funds › | WISDOMTREE TR | ADD | — | 0.1% | -0.0% | 0.5 | 10,740 | +200 | 3 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.1% | 0.5 | 2,875 | -576 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,078 | +25 | 3 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,350 | +2,263 | 2 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.1% | +0.0% | 0.4 | 1,218 | +165 | 5 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | ADD | — | 0.1% | -0.0% | 0.4 | 3,125 | +525 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | HOLD | — | 0.1% | -0.0% | 0.4 | 4,162 | +0 | 5 | — |
| ☆HEQQ funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.1% | -0.1% | 0.4 | 5,781 | -3,604 | 3 | — |
| ☆SOLS funds › | SOLSTICE ADVANCED MATLS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 3,737 | +0 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 883 | +883 | 1 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | -0.0% | 0.3 | 4,013 | +0 | 5 | — |
| ☆NDMO funds › | NUVEEN DYNAMIC MUN OPPORTUNI | HOLD | — | 0.1% | -0.0% | 0.3 | 30,000 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 2,650 | -500 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.1% | -0.0% | 0.3 | 3,525 | +350 | 4 | — |
| ☆E funds › | ENI SPA | HOLD | — | 0.1% | -0.0% | 0.3 | 6,600 | +0 | 4 | — |
| ☆TTD funds › | THE TRADE DESK INC | TRIM | — | 0.1% | -0.1% | 0.3 | 16,980 | -7,780 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,614 | +2,614 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,225 | +700 | 2 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | NEW | — | 0.1% | +0.1% | 0.3 | 500 | +500 | 1 | — |
| ☆TLN funds › | TALEN ENERGY CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 700 | +0 | 5 | — |
| ☆AFRM funds › | AFFIRM HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 3,250 | +3,250 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.3 | 931 | +1 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 4,395 | +0 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 490 | -20 | 4 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 700 | +0 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,655 | -848 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.1% | -0.0% | 0.2 | 9,551 | +2,125 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.1% | -0.0% | 0.2 | 1,510 | +0 | 4 | — |
| ☆WM funds › | WASTE MGMT INC DEL | NEW | — | 0.1% | +0.1% | 0.2 | 1,025 | +1,025 | 1 | — |
| ☆THC funds › | TENET HEALTHCARE CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 1,215 | +0 | 5 | — |
| ☆QQQJ funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.1% | +0.1% | 0.2 | 4,990 | +4,990 | 1 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | NEW | — | 0.1% | +0.1% | 0.2 | 5,250 | +5,250 | 1 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.2 | 595 | +595 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,050 | +0 | 4 | — |
| ☆AZO funds › | AUTOZONE INC | NEW | — | 0.1% | +0.1% | 0.2 | 65 | +65 | 1 | — |
| ☆DPZ funds › | DOMINOS PIZZA INC | HOLD | — | 0.1% | -0.0% | 0.2 | 701 | +0 | 5 | — |
| ☆RACE funds › | FERRARI N V | NEW | — | 0.1% | +0.1% | 0.2 | 550 | +550 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 296 | +296 | 1 | — |
| ☆NVO funds › | NOVO-NORDISK A S | NEW | — | 0.1% | +0.1% | 0.2 | 4,225 | +4,225 | 1 | — |
| ☆ZS funds › | ZSCALER INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,425 | +1,425 | 1 | — |
| ☆PLUG funds › | PLUG PWR INC | HOLD | — | 0.1% | +0.0% | 0.2 | 73,850 | +0 | 5 | — |
| ☆CTMX funds › | CYTOMX THERAPEUTICS INC. | HOLD | — | 0.0% | -0.0% | 0.2 | 49,171 | +0 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,920 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -24,846 | 0 | — |
| ☆EIDO funds › | ISHARES TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -101,130 | 0 | — |
| ☆FSLR funds › | FIRST SOLAR INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,350 | 0 | — |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,450 | 0 | — |
| ☆EWM funds › | ISHARES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,550 | 0 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,400 | 0 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,720 | 0 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,250 | 0 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,590 | 0 | — |
| ☆UNP funds › | UNION PAC CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,250 | 0 | — |
| ☆UHS funds › | UNIVERSAL HLTH SVCS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,125 | 0 | — |
| ☆PSX funds › | PHILLIPS 66 | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,140 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 370 | 134 | 0.09 | 42% | 0.027 | 0.379 | — | in |
| 2026Q1 | 326 | 131 | 0.09 | 41% | 0.026 | 0.362 | — | in |
| 2025Q4 | 335 | 128 | 0.10 | 39% | 0.024 | 0.273 | — | in |
| 2025Q3 | 322 | 125 | 0.08 | 42% | 0.027 | 0.327 | — | in |
| 2025Q2 | 305 | 119 | 0.15 | 42% | 0.028 | 0.247 | — | entered |
| 2025Q1 | 264 | 106 | 0.00 | 45% | 0.030 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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