Fund Universe

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☆Artemis Wealth Advisors, LLC

CIK 0001767435 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.847
AUM ($M)
835
Positions
55
Turnover
0.11
Top-10 wt
87%
Herfindahl
0.430
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 59 positions · portfolio value $835M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MCHP funds › MICROCHIP TECHNOLOGY INC. ADD — 64.9% +64.7% 541.4 735,215 +717,215 0 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 7.0% +7.0% 58.5 571,595 +571,595 0 —
☆BOND funds › PIMCO ETF TR ADD — 2.9% +2.8% 23.9 10,500 +7,434 0 —
☆MSFT funds › MICROSOFT CORP ADD — 2.4% +2.0% 20.0 143,099 +136,627 0 —
☆AMAT funds › APPLIED MATLS INC ADD — 2.1% +1.4% 17.6 73,803 +60,803 0 —
☆QQQ funds › INVESCO QQQ TR TRIM — 2.1% -67.5% 17.3 40,000 -687,869 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.4% +0.6% 11.5 39,684 +28,642 0 —
☆SEI funds › SOLARIS ENERGY INFRAS INC NEW — 1.3% +1.3% 11.0 23,000 +23,000 0 —
☆RTX funds › RTX CORPORATION ADD — 1.3% +1.2% 10.9 36,000 +31,850 0 —
☆BE funds › BLOOM ENERGY CORP NEW — 1.2% +1.2% 10.1 14,000 +14,000 0 —
☆AAPL funds › APPLE INC TRIM — 1.1% -0.9% 8.8 24,550 -25,587 0 —
☆AAOI funds › APPLIED OPTOELECTRONICS INC ADD — 0.9% +0.7% 7.4 25,000 +12,000 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.9% +0.7% 7.3 12,500 +8,500 0 —
☆SMTC funds › SEMTECH CORP NEW — 0.8% +0.8% 7.1 91,825 +91,825 0 —
☆KLAC funds › KLA CORP ADD — 0.8% +0.0% 6.8 26,500 +22,900 0 —
☆EMXC funds › ISHARES INC TRIM — 0.8% -8.5% 6.6 33,000 -750,254 0 —
☆EMLP funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.8% +0.7% 6.3 5,500 -1,353 0 —
☆VSH funds › VISHAY INTERTECHNOLOGY INC NEW — 0.7% +0.7% 5.6 16,000 +16,000 0 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 0.6% +0.6% 5.0 9,992 +6,045 0 —
☆AMZN funds › AMAZON COM INC TRIM — 0.6% -1.8% 4.7 13,316 -60,947 0 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% -0.5% 3.0 3,500 -17,354 0 —
☆TSLA funds › TESLA INC NEW — 0.3% +0.3% 2.9 6,000 +6,000 0 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.3% +0.2% 2.8 7,000 +4,706 0 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.3% +0.2% 2.7 6,500 -1,500 0 —
☆INTC funds › INTEL CORP TRIM — 0.3% -0.6% 2.4 8,000 -122,099 0 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.3% +0.2% 2.2 5,878 -3,366 0 —
☆GOOG funds › ALPHABET INC ADD — 0.3% -0.3% 2.1 14,000 +591 0 —
☆GLW funds › CORNING INC TRIM — 0.3% -0.2% 2.1 6,000 -16,500 0 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD — 0.2% -0.3% 2.1 22,000 +10,000 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.2% -0.9% 2.0 8,426 -14,574 0 —
☆CGNX funds › COGNEX CORP TRIM — 0.2% +0.1% 1.9 13,000 -2,000 0 —
☆ENPH funds › ENPHASE ENERGY INC NEW — 0.2% +0.2% 1.9 21,000 +21,000 0 —
☆QRVO funds › QORVO INC NEW — 0.2% +0.2% 1.8 11,000 +11,000 0 —
☆PSK funds › SPDR SERIES TRUST ADD — 0.2% +0.1% 1.6 20,000 +9,135 0 —
☆AMBA funds › AMBARELLA INC NEW — 0.2% +0.2% 1.6 29,000 +29,000 0 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% +0.1% 1.4 15,000 +14,252 0 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.7% 1.4 80,000 -8,349 0 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% +0.0% 1.1 1,500 -206 0 —
☆ITA funds › ISHARES TR ADD — 0.1% -0.1% 1.1 15,000 +6,580 0 —
☆ARM funds › ARM HOLDINGS PLC NEW — 0.1% +0.1% 1.0 12,000 +12,000 0 —
☆CCXI funds › CHURCHILL CAP CORP XI NEW — 0.1% +0.1% 1.0 21,000 +21,000 0 —
☆LSCC funds › LATTICE SEMICONDUCTOR CORP NEW — 0.1% +0.1% 0.9 18,000 +18,000 0 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.1% -1.1% 0.8 4,165 -41,474 0 —
☆SNDK funds › SANDISK CORP TRIM — 0.1% -1.3% 0.6 1,706 -12,294 0 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.6 8,000 +6,691 0 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% -1.2% 0.5 445 -39,555 0 —
☆ON funds › ON SEMICONDUCTOR CORP NEW — 0.1% +0.1% 0.5 9,244 +9,244 0 —
☆WOLF funds › WOLFSPEED INC NEW — 0.1% +0.1% 0.4 1,309 +1,309 0 —
☆TER funds › TERADYNE INC TRIM — 0.0% -0.6% 0.4 1,600 -11,900 0 —
☆COHR funds › COHERENT CORP TRIM — 0.0% -0.4% 0.4 748 -11,252 0 —
☆SITM funds › SITIME CORP ADD — 0.0% -0.2% 0.3 11,041 +7,041 0 —
☆LLY funds › ELI LILLY & CO ADD — 0.0% -0.0% 0.3 3,960 +3,493 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 0.3 6,902 +6,902 0 —
☆LITE funds › LUMENTUM HLDGS INC TRIM — 0.0% -0.6% 0.3 3,105 -2,895 0 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% -0.0% 0.2 2,244 +0 0 —
☆AMKR funds › AMKOR TECHNOLOGY INC EXIT — 0.0% -0.3% 0.0 0 -41,000 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -0.5% 0.0 0 -5,500 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -0.5% 0.0 0 -10,558 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD EXIT — 0.0% -0.0% 0.0 0 -2,000 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 835 55 0.89 87% 0.430 0.000 — left
2026Q1 661 44 0.09 90% 0.495 0.866 — in
2025Q4 601 39 0.06 92% 0.545 0.877 — in
2025Q3 592 37 0.05 93% 0.535 0.895 — in
2025Q2 582 33 0.10 95% 0.573 0.878 — entered
2025Q1 477 22 0.00 99% 0.654 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