☆Ellenbecker Investment Group
Quality Q
0.884
AUM ($M)
860
Positions
149
Turnover
0.04
Top-10 wt
80%
Herfindahl
0.101
History (qtrs)
6
Excess Return
—
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Holdings · 155 positions · portfolio value $860M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | TRIM | — | 24.5% | -0.6% | 210.9 | 281,564 | -4,268 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 9.9% | -1.1% | 85.0 | 858,837 | +36,655 | 5 | — |
| ☆VEA funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 9.2% | +0.3% | 79.1 | 1,110,314 | +83,327 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 9.0% | +0.4% | 77.8 | 626,345 | +476,590 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 7.0% | -0.3% | 60.6 | 199,894 | -7,411 | 5 | — |
| ☆PYLD funds › | PIMCO | ADD | — | 5.8% | -0.2% | 50.0 | 1,884,416 | +171,057 | 5 | — |
| ☆IWD funds › | ISHARES TR | ADD | — | 4.4% | +0.2% | 37.7 | 155,500 | +8,763 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 4.0% | +0.1% | 34.4 | 575,570 | +43,751 | 5 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | ADD | — | 3.3% | +0.3% | 28.5 | 421,419 | +39,687 | 5 | — |
| ☆AOA funds › | ISHARES TR | ADD | — | 2.5% | -0.0% | 21.8 | 223,468 | +7,195 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.3% | +0.0% | 11.3 | 39,082 | +1,411 | 5 | — |
| ☆AOR funds › | ISHARES TR | ADD | — | 1.3% | +0.0% | 11.1 | 159,634 | +13,526 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 1.1% | +0.0% | 9.9 | 66,424 | -1,295 | 5 | — |
| ☆PHYL funds › | PGIM INVESTMENTS | ADD | — | 0.9% | +0.1% | 7.9 | 225,923 | +43,320 | 5 | — |
| ☆SPY funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | -0.0% | 7.3 | 9,722 | -388 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION INC | ADD | — | 0.6% | +0.1% | 5.1 | 25,478 | +4,224 | 5 | — |
| ☆IAGG funds › | ISHARES TR | NEW | — | 0.6% | +0.6% | 5.0 | 98,413 | +98,413 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.5% | +0.1% | 4.7 | 4,396 | -634 | 5 | — |
| ☆JPIB funds › | JP MORGAN | NEW | — | 0.5% | +0.5% | 4.7 | 96,621 | +96,621 | 1 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 0.5% | -0.1% | 4.3 | 89,477 | -221 | 4 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | -0.0% | 4.3 | 52,902 | +39,351 | 5 | — |
| ☆AOM funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 4.2 | 83,370 | +2,181 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.5% | -0.1% | 4.0 | 10,768 | -297 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.4% | -0.0% | 3.8 | 21,001 | -786 | 5 | — |
| ☆SCHD funds › | SCHWAB US | TRIM | — | 0.4% | -0.1% | 3.4 | 106,722 | -2,072 | 5 | — |
| ☆PULS funds › | PGIM INVESTMENTS | ADD | — | 0.3% | +0.1% | 2.8 | 56,449 | +19,594 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.3% | -0.0% | 2.6 | 22,262 | +770 | 5 | — |
| ☆IWR funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 2.4 | 22,083 | -318 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.3% | -0.0% | 2.2 | 31,267 | -248 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | -0.0% | 2.2 | 14,589 | -439 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | ADD | — | 0.2% | +0.0% | 2.1 | 8,917 | +130 | 5 | — |
| ☆VV funds › | VANGUARD | TRIM | — | 0.2% | -0.0% | 1.9 | 5,461 | -764 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 1.7 | 5,792 | -31 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CLASS C | ADD | — | 0.2% | +0.0% | 1.7 | 4,885 | +20 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC CL B | ADD | — | 0.2% | -0.0% | 1.7 | 3,392 | +266 | 5 | — |
| ☆WMT funds › | WAL-MART STORES INC | ADD | — | 0.2% | -0.1% | 1.6 | 14,319 | +5 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | +0.0% | 1.5 | 3,571 | -178 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | -0.0% | 1.4 | 5,702 | -186 | 5 | — |
| ☆VTI funds › | VANGUARD | ADD | — | 0.2% | +0.1% | 1.4 | 3,656 | +1,330 | 5 | — |
| ☆SPYM funds › | STATE STREET SPDR SERIES | NEW | — | 0.2% | +0.2% | 1.3 | 15,200 | +15,200 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC CLASS A | ADD | — | 0.1% | +0.0% | 1.3 | 3,541 | +108 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 1.3 | 4,933 | +495 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 1.3 | 12,960 | +672 | 5 | — |
| ☆TSLA funds › | TESLA MOTORS INC | ADD | — | 0.1% | -0.0% | 1.2 | 2,953 | +36 | 5 | — |
| ☆USRT funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.2 | 18,594 | -1,125 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 1.2 | 14,405 | -877 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 1.1 | 8,028 | -384 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.1% | -0.0% | 1.1 | 2,478 | -236 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL | TRIM | — | 0.1% | -0.0% | 1.0 | 18,747 | -710 | 5 | — |
| ☆CUSIP:46637G124 funds › | JP MORGAN CHASE & CO | TRIM | — | 0.1% | -0.0% | 1.0 | 3,080 | -180 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | -0.0% | 1.0 | 7,714 | +200 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODUCTS PARTNERS | ADD | — | 0.1% | -0.0% | 0.9 | 25,418 | +48 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.9 | 6,442 | +59 | 5 | — |
| ☆SYY funds › | SYSCO CORP | HOLD | — | 0.1% | +0.0% | 0.9 | 10,397 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY AND CO | TRIM | — | 0.1% | +0.0% | 0.9 | 714 | -34 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | +0.0% | 0.8 | 2,374 | +197 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHINES | TRIM | — | 0.1% | -0.0% | 0.8 | 2,914 | -100 | 5 | — |
| ☆AMAT funds › | APPLIED MATERIALS INC | ADD | — | 0.1% | +0.0% | 0.8 | 1,121 | +7 | 4 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | HOLD | — | 0.1% | +0.0% | 0.8 | 1,636 | +0 | 5 | — |
| ☆FISV funds › | FISERV INC | TRIM | — | 0.1% | -0.0% | 0.8 | 16,445 | -543 | 5 | — |
| ☆BMO funds › | BANK OF MONTREAL | ADD | — | 0.1% | +0.0% | 0.8 | 4,548 | +43 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC CL A | HOLD | — | 0.1% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆LNT funds › | ALLIANT ENERGY CORP | TRIM | — | 0.1% | -0.0% | 0.7 | 9,805 | -905 | 5 | — |
| ☆MAR funds › | MARRIOTT INTERNATIONAL INC | ADD | — | 0.1% | -0.0% | 0.7 | 1,993 | +2 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.1% | -0.0% | 0.7 | 1,920 | -443 | 5 | — |
| ☆VONG funds › | VANGUARD | ADD | — | 0.1% | +0.0% | 0.7 | 5,481 | +967 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.1% | -0.0% | 0.7 | 2,041 | -344 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.1% | +0.0% | 0.7 | 2,184 | +1,875 | 5 | — |
| ☆VT funds › | VANGUARD | NEW | — | 0.1% | +0.1% | 0.6 | 3,938 | +3,938 | 1 | — |
| ☆CVX funds › | CHEVRON CORP | TRIM | — | 0.1% | -0.0% | 0.6 | 3,656 | -25 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HOLDINGS INC | ADD | — | 0.1% | +0.0% | 0.6 | 780 | +173 | 3 | — |
| ☆COST funds › | COSTCO WHOLESALE CORP | ADD | — | 0.1% | -0.0% | 0.6 | 630 | +15 | 5 | — |
| ☆EAGG funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 12,399 | +4,360 | 3 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | TRIM | — | 0.1% | -0.1% | 0.6 | 2,613 | -2,990 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.6 | 2,613 | +2,613 | 1 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,006 | -52 | 5 | — |
| ☆KO funds › | COCA-COLA CO | ADD | — | 0.1% | -0.0% | 0.5 | 6,752 | +11 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTL | TRIM | — | 0.1% | -0.0% | 0.5 | 3,677 | -20 | 5 | — |
| ☆XJH funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 9,775 | +4,916 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES | NEW | — | 0.1% | +0.1% | 0.5 | 867 | +867 | 1 | — |
| ☆XJR funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.5 | 9,484 | +9,484 | 1 | — |
| ☆KMI funds › | KINDER MORGAN INC | TRIM | — | 0.1% | -0.0% | 0.5 | 15,387 | -265 | 5 | — |
| ☆AXON funds › | AXON ENTERPRICE INC | HOLD | — | 0.1% | +0.0% | 0.5 | 867 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 0.5 | 3,277 | +2 | 5 | — |
| ☆CUSIP:992908736 funds › | VANGUARD | ADD | — | 0.1% | +0.0% | 0.5 | 5,569 | +4,670 | 3 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.1% | -0.0% | 0.5 | 22,692 | +4,569 | 5 | — |
| ☆SPMO funds › | INVESCO | TRIM | — | 0.1% | +0.0% | 0.5 | 2,872 | -308 | 5 | — |
| ☆VOO funds › | VANGUARD | ADD | — | 0.1% | +0.0% | 0.4 | 647 | +13 | 5 | — |
| ☆GLD funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 1,206 | -137 | 5 | — |
| ☆NFLX funds › | NETFLIX INC | ADD | — | 0.1% | +0.0% | 0.4 | 6,191 | +2,972 | 5 | — |
| ☆AKRE funds › | AKRE | HOLD | — | 0.1% | -0.0% | 0.4 | 8,218 | +0 | 3 | — |
| ☆PG funds › | PROCTOR & GAMBLE COMPANY | ADD | — | 0.1% | -0.0% | 0.4 | 2,972 | +318 | 5 | — |
| ☆MTG funds › | MGIC INV CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 15,315 | -13,995 | 5 | — |
| ☆DGRO funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 5,439 | -315 | 5 | — |
| ☆XVV funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.4 | 7,188 | +30 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.0% | -0.0% | 0.4 | 4,498 | -475 | 5 | — |
| ☆RTX funds › | RTX CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 2,122 | -447 | 5 | — |
| ☆BMI funds › | BADGER METER INC | HOLD | — | 0.0% | -0.0% | 0.4 | 2,713 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 1,453 | -67 | 5 | — |
| ☆CRBN funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.4 | 1,472 | +1,472 | 1 | — |
| ☆VTV funds › | VANGUARD | ADD | — | 0.0% | -0.0% | 0.4 | 1,685 | +7 | 3 | — |
| ☆USB funds › | US BANCORP | ADD | — | 0.0% | +0.0% | 0.4 | 6,066 | +237 | 5 | — |
| ☆VPU funds › | VANGUARD | NEW | — | 0.0% | +0.0% | 0.4 | 1,864 | +1,864 | 1 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.0% | -0.0% | 0.4 | 4,402 | +114 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 0.0% | -0.0% | 0.4 | 907 | -312 | 5 | — |
| ☆APG funds › | API GROUP CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 8,364 | -77 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.3 | 2,507 | -189 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.0% | -0.0% | 0.3 | 5,794 | -161 | 5 | — |
| ☆UNP funds › | UNION PACIFIC CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 1,229 | -31 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 0.0% | -0.0% | 0.3 | 631 | -21 | 5 | — |
| ☆BND funds › | VANGUARD INDEX FDS | TRIM | — | 0.0% | -0.1% | 0.3 | 4,365 | -8,871 | 5 | — |
| ☆UCON funds › | FIRST TRUST | TRIM | — | 0.0% | -0.0% | 0.3 | 12,053 | -913 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL | TRIM | — | 0.0% | -0.0% | 0.3 | 4,287 | -288 | 5 | — |
| ☆SRE funds › | SEMPRA ENERGY | TRIM | — | 0.0% | -0.0% | 0.3 | 3,191 | -33 | 5 | — |
| ☆EFIV funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.1% | 0.3 | 3,999 | -7,730 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER LP | ADD | — | 0.0% | -0.0% | 0.3 | 14,969 | +238 | 5 | — |
| ☆CUSIP:56585AAS1 funds › | MARATHON PETROLEUM CORP | ADD | — | 0.0% | -0.0% | 0.3 | 1,118 | +11 | 2 | — |
| ☆VBR funds › | VANGUARD | ADD | — | 0.0% | +0.0% | 0.3 | 1,167 | +138 | 4 | — |
| ☆SCHX funds › | SCHWAB US | TRIM | — | 0.0% | -0.0% | 0.3 | 9,551 | -1,470 | 5 | — |
| ☆XLK funds › | STATE STREET SPDR SERIES | NEW | — | 0.0% | +0.0% | 0.3 | 1,471 | +1,471 | 1 | — |
| ☆PNFPPRB funds › | PINNACLE FINANCIAL PARTNERS | ADD | — | 0.0% | +0.0% | 0.3 | 2,752 | +15 | 2 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.0% | -0.0% | 0.3 | 424 | -69 | 3 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.0% | +0.0% | 0.3 | 621 | +621 | 1 | — |
| ☆UMBF funds › | UMB FINANCIAL CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 1,874 | +0 | 4 | — |
| ☆VYM funds › | VANGUARD | ADD | — | 0.0% | -0.0% | 0.3 | 1,690 | +93 | 2 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.0% | -0.0% | 0.3 | 11,031 | +469 | 5 | — |
| ☆VOE funds › | VANGUARD | ADD | — | 0.0% | +0.0% | 0.3 | 1,332 | +205 | 3 | — |
| ☆VBK funds › | VANGUARD | NEW | — | 0.0% | +0.0% | 0.3 | 705 | +705 | 1 | — |
| ☆VONV funds › | VANGUARD | NEW | — | 0.0% | +0.0% | 0.3 | 2,421 | +2,421 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.0% | -0.0% | 0.3 | 749 | -28 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | HOLD | — | 0.0% | -0.0% | 0.3 | 727 | +0 | 5 | — |
| ☆VGT funds › | VANGUARD | NEW | — | 0.0% | +0.0% | 0.2 | 2,086 | +2,086 | 1 | — |
| ☆MGEE funds › | MGE ENERGY INC | ADD | — | 0.0% | -0.0% | 0.2 | 3,055 | +7 | 4 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS | ADD | — | 0.0% | -0.0% | 0.2 | 5,855 | +819 | 2 | — |
| ☆DFAS funds › | DIMENSIONAL | HOLD | — | 0.0% | -0.0% | 0.2 | 2,932 | +0 | 5 | — |
| ☆XEL funds › | XCEL ENERGY INC | ADD | — | 0.0% | -0.0% | 0.2 | 2,993 | +89 | 4 | — |
| ☆AMGN funds › | AMGEN | ADD | — | 0.0% | -0.0% | 0.2 | 644 | +1 | 3 | — |
| ☆WY funds › | WEYERHAEUSER CO | HOLD | — | 0.0% | -0.0% | 0.2 | 9,600 | +0 | 5 | — |
| ☆HYG funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 2,866 | -3,531 | 5 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.0% | +0.0% | 0.2 | 605 | +605 | 1 | — |
| ☆SCHB funds › | SCHWAB US | NEW | — | 0.0% | +0.0% | 0.2 | 7,716 | +7,716 | 1 | — |
| ☆MA funds › | MASTERCARD INC CLASS A | ADD | — | 0.0% | -0.0% | 0.2 | 427 | +21 | 5 | — |
| ☆LOW funds › | LOWE'S COMPANIES INC | TRIM | — | 0.0% | -0.0% | 0.2 | 988 | -244 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.0% | +0.0% | 0.2 | 1,031 | +1,031 | 1 | — |
| ☆CSCO funds › | CISCO SYSTEMS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,835 | +1,835 | 1 | — |
| ☆QQQ funds › | INVESCO | NEW | — | 0.0% | +0.0% | 0.2 | 290 | +290 | 1 | — |
| ☆ASB funds › | ASSOCIATED BANC-COPR | NEW | — | 0.0% | +0.0% | 0.2 | 6,948 | +6,948 | 1 | — |
| ☆DUK funds › | DUKE ENERGY CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,678 | +0 | 2 | — |
| ☆IEI funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,769 | +1,769 | 1 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -772 | 0 | — |
| ☆COP funds › | CONOCOPHILLIPS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,736 | 0 | — |
| ☆MUB funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,537 | 0 | — |
| ☆SCHP funds › | SCHWAB US | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -13,839 | 0 | — |
| ☆SLV funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,158 | 0 | — |
| ☆FIS funds › | FIDELITY NATL INFORMATION SV | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5,108 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 860 | 149 | 0.04 | 80% | 0.101 | 0.883 | — | in |
| 2026Q1 | 743 | 134 | 0.04 | 81% | 0.105 | 0.879 | — | in |
| 2025Q4 | 715 | 132 | 0.04 | 81% | 0.113 | 0.859 | — | in |
| 2025Q3 | 678 | 128 | 0.03 | 81% | 0.120 | 0.863 | — | in |
| 2025Q2 | 619 | 119 | 0.07 | 80% | 0.127 | 0.838 | — | entered |
| 2025Q1 | 556 | 112 | 0.00 | 79% | 0.145 | 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