☆Peachtree Investment Partners, LLC
Quality Q
0.408
AUM ($M)
312
Positions
143
Turnover
0.14
Top-10 wt
58%
Herfindahl
0.049
History (qtrs)
6
Excess Return
—
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Holdings · 153 positions · portfolio value $312M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | ADD | — | 13.2% | -0.4% | 41.2 | 142,280 | +2,117 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 8.4% | +0.7% | 26.1 | 21,737 | -41 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 8.1% | +2.2% | 25.4 | 36,932 | +10,961 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 7.3% | -1.7% | 22.9 | 61,390 | -2,459 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 4.7% | -0.3% | 14.6 | 42,656 | -1,093 | 5 | — |
| ☆SOXX funds › | ISHARES TR | NEW | — | 3.6% | +3.6% | 11.2 | 17,499 | +17,499 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 3.5% | -0.9% | 10.8 | 11,594 | +65 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 3.1% | -0.5% | 9.7 | 27,624 | -1,503 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 3.1% | -0.1% | 9.6 | 282,747 | -6,142 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 2.7% | -1.6% | 8.6 | 11,332 | -1,871 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.7% | +0.1% | 8.5 | 42,264 | +3,367 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 2.5% | -0.5% | 7.8 | 51,379 | +1,568 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.4% | +0.1% | 7.4 | 31,122 | +2,131 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.3% | -0.2% | 7.2 | 22,114 | -138 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 2.3% | +0.5% | 7.1 | 9,566 | +2,421 | 3 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 2.2% | -0.4% | 6.7 | 13,080 | -105 | 5 | — |
| ☆MTUM funds › | ISHARES TR | NEW | — | 1.7% | +1.7% | 5.2 | 15,210 | +15,210 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 1.6% | +0.1% | 4.9 | 166,609 | +16,901 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.5% | +0.2% | 4.6 | 12,879 | +1,010 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.0% | -0.1% | 3.1 | 105,452 | -10,185 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.0% | +0.0% | 3.0 | 8,576 | -154 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.9% | +0.5% | 2.8 | 3,686 | +2,195 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.9% | +0.2% | 2.7 | 22,304 | +19,766 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.8% | +0.1% | 2.6 | 6,912 | +812 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.8% | +0.4% | 2.5 | 9,784 | +1,519 | 3 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | TRIM | — | 0.7% | -0.5% | 2.3 | 4,581 | -330 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.7% | -1.3% | 2.3 | 72,242 | -102,635 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.7% | -0.2% | 2.3 | 8,948 | -1,054 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.7% | -0.1% | 2.2 | 9,869 | -481 | 5 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 0.7% | -0.7% | 2.2 | 7,789 | -4,033 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.7% | -0.1% | 2.1 | 4,269 | -301 | 5 | — |
| ☆ROST funds › | ROSS STORES INC | ADD | — | 0.6% | -0.0% | 1.8 | 8,639 | +1,046 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | ADD | — | 0.6% | -0.0% | 1.8 | 15,995 | +8 | 2 | — |
| ☆SPMO funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.5% | +0.1% | 1.6 | 10,027 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.5% | +0.2% | 1.5 | 1,394 | +334 | 4 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.4% | +0.4% | 1.3 | 1,083 | +1,083 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.4% | -0.3% | 1.1 | 9,704 | -1,350 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.4% | -0.1% | 1.1 | 4,052 | -81 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.3% | +0.1% | 1.0 | 878 | +260 | 3 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.3% | +0.2% | 1.0 | 3,192 | +1,442 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.3% | -0.2% | 0.9 | 10,397 | -2,730 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | ADD | — | 0.3% | -0.0% | 0.9 | 2,484 | +48 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.3% | -0.0% | 0.9 | 11,021 | +570 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.3% | -0.3% | 0.9 | 7,121 | -416 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.3% | -0.0% | 0.9 | 2,313 | -660 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.3% | -0.3% | 0.8 | 2,692 | -1,752 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.3% | +0.3% | 0.8 | 1,437 | +1,437 | 1 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.8 | 6,539 | +4,989 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.3% | +0.3% | 0.8 | 1,120 | +1,120 | 1 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 0.8 | 1,384 | +138 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.2% | -0.0% | 0.8 | 770 | -30 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.2% | -0.1% | 0.7 | 6,517 | -303 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.2% | -0.1% | 0.7 | 4,734 | -411 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.7 | 8,757 | -47 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,542 | +281 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.6 | 2,098 | +2,098 | 1 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.2% | -0.2% | 0.6 | 2,092 | -771 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | ADD | — | 0.2% | -0.0% | 0.6 | 2,829 | +40 | 5 | — |
| ☆ROL funds › | ROLLINS INC | TRIM | — | 0.1% | -0.1% | 0.5 | 11,149 | -3,550 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.1% | +0.1% | 0.5 | 1,550 | +272 | 5 | — |
| ☆FHN funds › | FIRST HORIZON CORPORATION | HOLD | — | 0.1% | -0.0% | 0.4 | 17,189 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.4 | 3,058 | +3,058 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.1% | -0.0% | 0.4 | 1,688 | -263 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 988 | -15 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.4 | 2,861 | +98 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 758 | -153 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.1% | -0.0% | 0.4 | 2,980 | +81 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.1% | +0.0% | 0.4 | 781 | +132 | 2 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.1% | +0.1% | 0.4 | 162 | +162 | 1 | — |
| ☆SSB funds › | SOUTHSTATE BK CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 3,575 | +0 | 4 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 940 | +39 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | -0.0% | 0.3 | 4,729 | +169 | 5 | — |
| ☆IYY funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 1,863 | +4 | 5 | — |
| ☆NKE funds › | NIKE INC | TRIM | — | 0.1% | -0.1% | 0.3 | 8,075 | -1,224 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | ADD | — | 0.1% | +0.0% | 0.3 | 968 | +159 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.1% | +0.1% | 0.3 | 330 | +330 | 1 | — |
| ☆CW funds › | CURTISS WRIGHT CORP | NEW | — | 0.1% | +0.1% | 0.3 | 410 | +410 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.1% | +0.1% | 0.3 | 1,453 | +1,453 | 1 | — |
| ☆TFC funds › | TRUIST FINL CORP | ADD | — | 0.1% | -0.0% | 0.3 | 6,059 | +10 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | -0.0% | 0.3 | 1,061 | -359 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,655 | +18 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 922 | -73 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,255 | +274 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.1% | -0.0% | 0.3 | 842 | -320 | 5 | — |
| ☆VTC funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 3,632 | +0 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,730 | -29 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | -0.0% | 0.3 | 1,663 | +8 | 5 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | NEW | — | 0.1% | +0.1% | 0.3 | 324 | +324 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.1% | -0.1% | 0.3 | 691 | -182 | 3 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 610 | +610 | 1 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,130 | +1,130 | 1 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | NEW | — | 0.1% | +0.1% | 0.2 | 1,089 | +1,089 | 1 | — |
| ☆CTAS funds › | CINTAS CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 1,420 | -140 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | TRIM | — | 0.1% | -0.0% | 0.2 | 895 | -228 | 2 | — |
| ☆BA funds › | BOEING CO | NEW | — | 0.1% | +0.1% | 0.2 | 1,098 | +1,098 | 1 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,997 | +1,997 | 1 | — |
| ☆C funds › | CITIGROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,668 | +1,668 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.2 | 1,386 | -793 | 2 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.1% | -0.0% | 0.2 | 628 | +36 | 3 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.2 | 2,730 | +165 | 5 | — |
| ☆IWY funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 750 | +750 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.2 | 2,920 | +0 | 5 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 334 | +334 | 1 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.1% | -0.0% | 0.2 | 8,685 | +350 | 5 | — |
| ☆IYW funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.2 | 829 | +25 | 5 | — |
| ☆CMI funds › | CUMMINS INC | NEW | — | 0.1% | +0.1% | 0.2 | 285 | +285 | 1 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.1% | -0.1% | 0.2 | 593 | -424 | 5 | — |
| ☆SCHK funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | -0.0% | 0.2 | 5,262 | +14 | 5 | — |
| ☆IJK funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,441 | -55 | 5 | — |
| ☆IWO funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 428 | +0 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.0% | +0.0% | 0.1 | 1,000 | +637 | 4 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.1 | 2,901 | +1 | 5 | — |
| ☆IJT funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 521 | +0 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | -0.0% | 0.1 | 371 | +0 | 5 | — |
| ☆IUSG funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 306 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 168 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.1 | 207 | +1 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 192 | +0 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.0 | 195 | +1 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | -0.0% | 0.0 | 1,436 | -3,841 | 5 | — |
| ☆IWS funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.0 | 195 | +1 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.0 | 99 | +2 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.0 | 300 | +250 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | TRIM | — | 0.0% | -0.0% | 0.0 | 157 | -499 | 2 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 43 | +0 | 5 | — |
| ☆TLT funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 200 | +0 | 3 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 700 | +0 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.0 | 458 | +308 | 2 | — |
| ☆IWN funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.0 | 69 | +1 | 5 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 650 | +0 | 5 | — |
| ☆FNDA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.0 | 351 | +304 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.0 | 243 | +243 | 1 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.0 | 346 | +1 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.0 | 156 | +5 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | HOLD | — | 0.0% | -0.0% | 0.0 | 41 | +0 | 5 | — |
| ☆BNDW funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.0% | -0.0% | 0.0 | 166 | +6 | 5 | — |
| ☆IJR funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 67 | +0 | 5 | — |
| ☆SCYB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.0 | 353 | +6 | 5 | — |
| ☆VPU funds › | VANGUARD WORLD FD | HOLD | — | 0.0% | -0.0% | 0.0 | 30 | +0 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.0 | 22 | -37 | 5 | — |
| ☆QQMG funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.0 | 75 | +75 | 1 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 88 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.0 | 25 | +25 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,801 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -7,245 | 0 | — |
| ☆MGK funds › | VANGUARD WORLD FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -814 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,602 | 0 | — |
| ☆LOW funds › | LOWES COS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,028 | 0 | — |
| ☆DHR funds › | DANAHER CORP DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,153 | 0 | — |
| ☆FNDE funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -46 | 0 | — |
| ☆ATO funds › | ATMOS ENERGY CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,417 | 0 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -50 | 0 | — |
| ☆RTX funds › | RTX CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,138 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 312 | 143 | 0.14 | 58% | 0.049 | 0.407 | — | in |
| 2026Q1 | 262 | 129 | 0.10 | 60% | 0.050 | 0.488 | — | in |
| 2025Q4 | 301 | 127 | 0.08 | 63% | 0.055 | 0.538 | — | in |
| 2025Q3 | 288 | 128 | 0.09 | 64% | 0.057 | 0.530 | — | in |
| 2025Q2 | 262 | 126 | 0.09 | 65% | 0.057 | 0.548 | — | entered |
| 2025Q1 | 253 | 125 | 0.00 | 66% | 0.058 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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