Fund Universe

Enterprise Bank & Trust Co

CIK 0001770710 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.363
AUM ($M)
267
Positions
135
Turnover
0.09
Top-10 wt
45%
Herfindahl
0.028
History (qtrs)
2
Excess Return

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Quarter
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Security type

Holdings · 139 positions · portfolio value $267M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IJH funds › ISHARES TR TRIM 7.2% -0.5% 19.3 311,078 -29,304 1
MSFT funds › MICROSOFT CORP TRIM 7.0% +1.4% 18.7 37,515 -654 1
NVDA funds › NVIDIA CORPORATION TRIM 6.0% +1.5% 16.0 101,120 -4,598 1
AAPL funds › APPLE INC ADD 5.4% -0.6% 14.3 69,739 +30 1
AMZN funds › AMAZON COM INC TRIM 3.7% +0.4% 9.9 45,203 -2 1
SPY funds › SPDR S&P 500 ETF TR TRIM 3.5% +0.2% 9.5 15,296 -90 1
DFAE funds › DIMENSIONAL ETF TRUST ADD 3.4% +0.4% 9.2 318,236 +14,828 1
JPM funds › JPMORGAN CHASE & CO. TRIM 3.2% +0.4% 8.6 29,540 -315 1
META funds › META PLATFORMS INC TRIM 3.1% +0.5% 8.2 11,071 -228 1
GOOGL funds › ALPHABET INC TRIM 2.9% +0.3% 7.8 44,254 -369 1
COST funds › COSTCO WHSL CORP NEW TRIM 2.7% +0.0% 7.1 7,204 -89 1
LLY funds › ELI LILLY & CO TRIM 1.7% -0.2% 4.5 5,795 -14 1
PANW funds › PALO ALTO NETWORKS INC TRIM 1.5% +0.2% 3.9 19,249 -53 1
ABT funds › ABBOTT LABS ADD 1.5% -0.0% 3.9 28,830 +179 1
MA funds › MASTERCARD INCORPORATED ADD 1.5% -0.0% 3.9 6,936 +7 1
AGG funds › ISHARES TR TRIM 1.4% -0.1% 3.9 39,041 -1,416 1
TJX funds › TJX COS INC NEW TRIM 1.4% -0.0% 3.9 31,205 -171 1
V funds › VISA INC TRIM 1.4% -0.0% 3.8 10,805 -27 1
HD funds › HOME DEPOT INC TRIM 1.3% -0.0% 3.5 9,434 -13 1
CMG funds › CHIPOTLE MEXICAN GRILL INC HOLD 1.2% +0.1% 3.3 58,103 +0 1
ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD 1.2% +0.0% 3.1 17,109 +0 1
CVX funds › CHEVRON CORP NEW TRIM 1.1% -0.3% 3.0 20,868 -392 1
CRM funds › SALESFORCE INC ADD 1.1% -0.0% 3.0 10,910 +9 1
CUSIP:438516106 funds › HONEYWELL INTL INC ADD 1.1% +0.1% 3.0 12,769 +208 1
UNP funds › UNION PAC CORP ADD 1.0% -0.0% 2.6 11,447 +306 1
GOOG funds › ALPHABET INC TRIM 1.0% +0.1% 2.6 14,515 -308 1
SPGI funds › S&P GLOBAL INC HOLD 0.9% +0.0% 2.5 4,725 +0 1
ACN funds › ACCENTURE PLC IRELAND ADD 0.9% +0.0% 2.5 8,220 +640 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.9% +0.0% 2.4 8,377 -195 1
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.9% -0.7% 2.4 7,663 -80 1
AMT funds › AMERICAN TOWER CORP NEW ADD 0.9% -0.0% 2.4 10,740 +164 1
PEP funds › PEPSICO INC TRIM 0.9% -0.2% 2.4 17,818 -426 1
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.8% -0.1% 2.2 10,201 -18 1
MCD funds › MCDONALDS CORP HOLD 0.8% -0.1% 2.2 7,464 +0 1
ADI funds › ANALOG DEVICES INC HOLD 0.8% +0.1% 2.2 9,155 +0 1
PG funds › PROCTER AND GAMBLE CO ADD 0.7% -0.0% 1.8 11,361 +321 1
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.7% -0.2% 1.8 4,422 +125 1
NEE funds › NEXTERA ENERGY INC TRIM 0.7% -0.0% 1.8 25,427 -175 1
IVV funds › ISHARES TR TRIM 0.6% -1.0% 1.7 2,765 -4,609 1
AVGO funds › BROADCOM INC ADD 0.6% +0.3% 1.7 6,012 +847 1
ORCL funds › ORACLE CORP ADD 0.6% +0.2% 1.7 7,556 +477 1
MDLZ funds › MONDELEZ INTL INC ADD 0.6% -0.0% 1.6 23,964 +170 1
VOO funds › VANGUARD INDEX FDS TRIM 0.6% +0.0% 1.6 2,789 -71 1
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.6% -0.0% 1.6 3,736 +0 1
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.6% +0.0% 1.5 29,890 +0 1
NKE funds › NIKE INC TRIM 0.5% +0.0% 1.4 20,044 -1,102 1
CDW funds › CDW CORP TRIM 0.5% +0.0% 1.4 7,939 -116 1
RTX funds › RTX CORPORATION ADD 0.5% +0.0% 1.4 9,418 +189 1
DIS funds › DISNEY WALT CO ADD 0.5% +0.1% 1.4 11,026 +152 1
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.5% +0.0% 1.4 23,933 -331 1
FCX funds › FREEPORT-MCMORAN INC TRIM 0.5% +0.0% 1.4 31,220 -177 1
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.5% +0.1% 1.2 16,613 +600 1
FDUS funds › FIDUS INVT CORP HOLD 0.4% -0.0% 1.1 55,912 +0 1
SCHW funds › SCHWAB CHARLES CORP ADD 0.4% +0.1% 1.1 12,006 +410 1
SLB funds › SCHLUMBERGER LTD TRIM 0.4% -0.1% 1.1 32,185 -113 1
EFA funds › ISHARES TR TRIM 0.4% +0.0% 1.0 11,540 -110 1
JNJ funds › JOHNSON & JOHNSON ADD 0.4% +0.0% 1.0 6,306 +1,023 1
GSK funds › GSK PLC TRIM 0.4% -0.0% 0.9 24,455 -161 1
DHR funds › DANAHER CORPORATION TRIM 0.3% -0.0% 0.9 4,706 -110 1
SHY funds › ISHARES TR HOLD 0.3% -0.0% 0.9 11,172 +0 1
VO funds › VANGUARD INDEX FDS NEW 0.3% +0.3% 0.9 3,208 +3,208 1
IWF funds › ISHARES TR HOLD 0.3% +0.0% 0.9 2,047 +0 1
ADBE funds › ADOBE INC TRIM 0.3% -0.0% 0.8 2,183 -30 1
BX funds › BLACKSTONE INC TRIM 0.3% -0.0% 0.8 5,520 -820 1
TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD 0.3% -0.1% 0.8 735 +0 1
BAC funds › BANK AMERICA CORP HOLD 0.3% +0.0% 0.8 15,903 +0 1
CLS funds › CELESTICA INC HOLD 0.3% +0.1% 0.7 4,724 +0 1
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.3% -0.0% 0.7 1 +0 1
CSCO funds › CISCO SYS INC ADD 0.3% +0.0% 0.7 10,447 +827 1
QUS funds › SPDR SERIES TRUST HOLD 0.3% +0.0% 0.7 4,360 +0 1
ETN funds › EATON CORP PLC TRIM 0.3% -0.0% 0.7 1,980 -704 1
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC ADD 0.3% -0.0% 0.7 10,227 +185 1
TXN funds › TEXAS INSTRS INC HOLD 0.2% +0.0% 0.7 3,169 +0 1
RY funds › ROYAL BK CDA HOLD 0.2% +0.0% 0.6 4,800 +0 1
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.2% -0.0% 0.6 5,733 +379 1
VB funds › VANGUARD INDEX FDS NEW 0.2% +0.2% 0.6 2,471 +2,471 1
IBM funds › INTERNATIONAL BUSINESS MACHS HOLD 0.2% +0.0% 0.6 1,980 +0 1
BA funds › BOEING CO TRIM 0.2% +0.0% 0.6 2,775 -14 1
EXR funds › EXTRA SPACE STORAGE INC HOLD 0.2% -0.0% 0.6 3,912 +0 1
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.2% +0.0% 0.6 4,028 -270 1
CMCSA funds › COMCAST CORP NEW ADD 0.2% +0.0% 0.6 15,951 +2,790 1
TRU funds › TRANSUNION HOLD 0.2% +0.0% 0.6 6,400 +0 1
TD funds › TORONTO DOMINION BK ONT HOLD 0.2% +0.0% 0.6 7,622 +0 1
BLK funds › BLACKROCK INC HOLD 0.2% +0.0% 0.6 526 +0 1
WMT funds › WALMART INC HOLD 0.2% +0.0% 0.5 5,455 +0 1
COR funds › CENCORA INC ADD 0.2% +0.0% 0.5 1,706 +321 1
XLC funds › SELECT SECTOR SPDR TR HOLD 0.2% +0.0% 0.5 4,440 +0 1
MRK funds › MERCK & CO INC HOLD 0.2% -0.0% 0.5 5,761 +0 1
BHB funds › BAR HBR BANKSHARES TRIM 0.2% -0.0% 0.5 15,067 -3,380 1
EMR funds › EMERSON ELEC CO HOLD 0.2% +0.0% 0.4 3,374 +0 1
NOW funds › SERVICENOW INC TRIM 0.2% -0.0% 0.4 436 -255 1
ABBV funds › ABBVIE INC HOLD 0.2% -0.0% 0.4 2,306 +0 1
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 0.4 8,897 -100 1
MUB funds › ISHARES TR HOLD 0.1% -0.0% 0.3 3,294 +0 1
VUG funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 0.3 785 -40 1
KO funds › COCA COLA CO HOLD 0.1% -0.0% 0.3 4,795 +0 1
ZBH funds › ZIMMER BIOMET HOLDINGS INC ADD 0.1% -0.0% 0.3 3,647 +215 1
BIIB funds › BIOGEN INC TRIM 0.1% -0.0% 0.3 2,618 -45 1
MET funds › METLIFE INC HOLD 0.1% -0.0% 0.3 4,038 +0 1
TFC funds › TRUIST FINL CORP ADD 0.1% +0.0% 0.3 7,536 +2,485 1
BMO funds › BANK MONTREAL QUE HOLD 0.1% +0.0% 0.3 2,920 +0 1
IYR funds › ISHARES TR TRIM 0.1% -0.0% 0.3 3,350 -175 1
GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD 0.1% +0.0% 0.3 3,700 +0 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW 0.1% +0.1% 0.3 643 +643 1
LIN funds › LINDE PLC TRIM 0.1% -0.0% 0.3 662 -13 1
FDX funds › FEDEX CORP ADD 0.1% -0.0% 0.3 1,362 +84 1
BDX funds › BECTON DICKINSON & CO NEW 0.1% +0.1% 0.3 1,763 +1,763 1
VTI funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.3 997 +0 1
IWB funds › ISHARES TR HOLD 0.1% +0.0% 0.3 871 +0 1
MAS funds › MASCO CORP TRIM 0.1% -0.1% 0.3 4,591 -1,624 1
PFE funds › PFIZER INC HOLD 0.1% -0.0% 0.3 12,119 +0 1
BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD 0.1% -0.0% 0.3 1,201 +0 1
IWR funds › ISHARES TR HOLD 0.1% +0.0% 0.3 3,122 +0 1
VTV funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.3 1,593 +0 1
SYK funds › STRYKER CORPORATION HOLD 0.1% +0.0% 0.3 702 +0 1
LRCX funds › LAM RESEARCH CORP NEW 0.1% +0.1% 0.3 2,640 +2,640 1
VRSK funds › VERISK ANALYTICS INC HOLD 0.1% +0.0% 0.3 824 +0 1
NFLX funds › NETFLIX INC TRIM 0.1% +0.0% 0.3 189 -31 1
TSLA funds › TESLA INC TRIM 0.1% +0.0% 0.2 787 -119 1
COP funds › CONOCOPHILLIPS HOLD 0.1% -0.0% 0.2 2,782 +0 1
VLO funds › VALERO ENERGY CORP HOLD 0.1% -0.0% 0.2 1,810 +0 1
ROK funds › ROCKWELL AUTOMATION INC NEW 0.1% +0.1% 0.2 721 +721 1
MBB funds › ISHARES TR HOLD 0.1% -0.0% 0.2 2,485 +0 1
APD funds › AIR PRODS & CHEMS INC HOLD 0.1% -0.0% 0.2 817 +0 1
IWD funds › ISHARES TR HOLD 0.1% -0.0% 0.2 1,164 +0 1
BNY funds › BANK NEW YORK MELLON CORP HOLD 0.1% +0.0% 0.2 2,481 +0 1
BMY funds › BRISTOL-MYERS SQUIBB CO HOLD 0.1% -0.0% 0.2 4,806 +0 1
BNS funds › BANK NOVA SCOTIA HALIFAX NEW 0.1% +0.1% 0.2 3,977 +3,977 1
EOG funds › EOG RES INC HOLD 0.1% -0.0% 0.2 1,796 +0 1
BND funds › VANGUARD BD INDEX FDS HOLD 0.1% -0.0% 0.2 2,895 +0 1
LHX funds › L3HARRIS TECHNOLOGIES INC NEW 0.1% +0.1% 0.2 844 +844 1
CUSIP:74383L105 funds › PROVIDENT BANCORP INC HOLD 0.1% +0.0% 0.2 16,739 +0 1
HYG funds › ISHARES TR HOLD 0.1% -0.0% 0.2 2,550 +0 1
EBC funds › EASTERN BANKSHARES INC TRIM 0.1% -0.1% 0.2 11,418 -12,816 1
BBAI funds › BIGBEAR AI HLDGS INC NEW 0.0% +0.0% 0.1 10,000 +10,000 1
VNQ funds › VANGUARD INDEX FDS EXIT 0.0% -3.2% 0.0 0 -92,028 0
MTB funds › M & T BK CORP EXIT 0.0% -0.1% 0.0 0 -1,234 0
VTWO funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.2% 0.0 0 -6,877 0
NBN funds › NORTHEAST BK PORTLAND ME EXIT 0.0% -0.1% 0.0 0 -3,296 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
2025Q2 267 135 0.09 45% 0.028 0.375 entered
2025Q1 259 130 0.00 42% 0.026 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