☆Xcel Wealth Management, LLC
Quality Q
0.303
AUM ($M)
418
Positions
139
Turnover
0.13
Top-10 wt
40%
Herfindahl
0.025
History (qtrs)
6
Excess Return
—
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Holdings · 146 positions · portfolio value $418M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 7.4% | -0.3% | 31.1 | 130,692 | -3,371 | 5 | — |
| ☆RH funds › | RH | ADD | — | 6.2% | +0.9% | 26.0 | 157,745 | +21,952 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 4.1% | -0.2% | 17.1 | 85,544 | -2,617 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.7% | +0.1% | 15.6 | 43,774 | -2,213 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 3.7% | -0.4% | 15.5 | 271,286 | -33,534 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.2% | -0.1% | 13.4 | 46,195 | -755 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 3.1% | -0.1% | 12.8 | 36,233 | +1,629 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.9% | -0.2% | 12.1 | 37,089 | -1,412 | 5 | — |
| ☆F funds › | FORD MTR CO | TRIM | — | 2.8% | -0.5% | 11.7 | 843,807 | -184,392 | 5 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 2.8% | -0.3% | 11.6 | 53,394 | -2,466 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | ADD | — | 2.6% | -0.1% | 11.0 | 54,770 | +374 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 2.3% | +1.6% | 9.6 | 37,480 | +18,241 | 3 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.1% | -0.0% | 8.9 | 23,529 | -1,283 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 2.1% | +0.1% | 8.6 | 20,520 | +1,567 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 2.0% | -0.0% | 8.5 | 40,660 | -4,085 | 5 | — |
| ☆CUSIP:060505682 funds › | BANK OF AMER CORP | ADD | — | 2.0% | +0.0% | 8.2 | 6,620 | +760 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 1.9% | +0.7% | 7.8 | 22,945 | -3,598 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 1.8% | +1.1% | 7.7 | 83,623 | +56,952 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.6% | -0.1% | 6.7 | 13,415 | +301 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 1.4% | -0.4% | 5.9 | 66,724 | -2,276 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 1.3% | -0.1% | 5.4 | 7,836 | -399 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 1.3% | +0.3% | 5.4 | 5,042 | -34 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 1.2% | +0.5% | 5.1 | 8,765 | -3,802 | 5 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 1.2% | +1.2% | 5.0 | 29,302 | +29,302 | 1 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | ADD | — | 1.2% | +0.4% | 5.0 | 45,874 | +16,593 | 5 | — |
| ☆SOFI funds › | SOFI TECHNOLOGIES INC | ADD | — | 1.2% | +0.5% | 4.8 | 269,738 | +110,773 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 1.2% | +0.1% | 4.8 | 4,116 | -175 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.0% | -0.4% | 4.0 | 35,184 | -5,261 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.9% | -0.2% | 4.0 | 164,138 | +16,175 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.9% | +0.2% | 3.9 | 5,140 | -1,795 | 5 | — |
| ☆CAVA funds › | CAVA GROUP INC | TRIM | — | 0.9% | -0.3% | 3.8 | 47,835 | -6,147 | 5 | — |
| ☆LEVI funds › | LEVI STRAUSS & CO NEW | TRIM | — | 0.8% | +0.1% | 3.5 | 140,049 | -1,605 | 5 | — |
| ☆FDX funds › | FEDEX CORP | ADD | — | 0.8% | -0.2% | 3.3 | 10,672 | +126 | 5 | — |
| ☆SKT funds › | TANGER INC | TRIM | — | 0.8% | -0.0% | 3.3 | 83,666 | -300 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.8% | +0.1% | 3.1 | 4,261 | +151 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.7% | +0.0% | 3.0 | 2,918 | -80 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.7% | -0.4% | 2.9 | 40,006 | +1,298 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.7% | -0.2% | 2.8 | 18,720 | -932 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.7% | +0.7% | 2.8 | 19,789 | +19,789 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.6% | -0.3% | 2.4 | 2,612 | -407 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.6% | -0.4% | 2.4 | 32,738 | -13,671 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.6% | -0.0% | 2.3 | 3,690 | -5 | 5 | — |
| ☆FRT funds › | FEDERAL RLTY INVT TR NEW | TRIM | — | 0.5% | -0.2% | 2.2 | 18,179 | -6,772 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.5% | +0.1% | 2.2 | 5,229 | +1,187 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.5% | +0.0% | 2.2 | 6,282 | -6 | 5 | — |
| ☆SGOL funds › | ETFS GOLD TR | ADD | — | 0.5% | -0.2% | 2.2 | 56,835 | +1,000 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.5% | +0.1% | 2.1 | 11,159 | -329 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.5% | -0.5% | 2.0 | 17,343 | -5,654 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.5% | +0.3% | 2.0 | 6,755 | -56 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 0.5% | -0.3% | 2.0 | 19,735 | -4,975 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.5% | -0.4% | 1.9 | 21,484 | -8,698 | 5 | — |
| ☆ROAD funds › | CONSTRUCTION PARTNERS INC | NEW | — | 0.5% | +0.5% | 1.9 | 16,155 | +16,155 | 1 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.4% | +0.1% | 1.8 | 4,836 | +41 | 5 | — |
| ☆GRMN funds › | GARMIN LTD | TRIM | — | 0.4% | -0.1% | 1.7 | 7,300 | -726 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.4% | +0.2% | 1.7 | 1,464 | -308 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.4% | -0.2% | 1.7 | 4,948 | -2,369 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.4% | -0.2% | 1.6 | 2,850 | -1,111 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.4% | -0.1% | 1.5 | 4,090 | -901 | 5 | — |
| ☆SNPS funds › | SYNOPSYS INC | NEW | — | 0.4% | +0.4% | 1.5 | 3,348 | +3,348 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.4% | -0.2% | 1.5 | 7,766 | -2,335 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | NEW | — | 0.3% | +0.3% | 1.4 | 19,667 | +19,667 | 1 | — |
| ☆FERG funds › | FERGUSON ENTERPRISES INC | ADD | — | 0.3% | +0.1% | 1.4 | 5,973 | +2,495 | 5 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | NEW | — | 0.3% | +0.3% | 1.3 | 3,740 | +3,740 | 1 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.0% | 1.3 | 24,413 | -25 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.3% | +0.0% | 1.3 | 21,201 | +1,369 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 1.2 | 1,631 | -11 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.3% | -0.6% | 1.2 | 28,197 | -35,220 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.3% | -0.0% | 1.2 | 3,396 | -26 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER L P | TRIM | — | 0.3% | -0.0% | 1.1 | 58,685 | -300 | 2 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | TRIM | — | 0.3% | +0.0% | 1.1 | 6,833 | -35 | 3 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.3% | -0.1% | 1.1 | 3,000 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | NEW | — | 0.3% | +0.3% | 1.1 | 4,247 | +4,247 | 1 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.3% | +0.0% | 1.1 | 9,138 | -1,850 | 4 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.2% | -0.0% | 1.0 | 10,872 | -181 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.2% | +0.0% | 1.0 | 14,007 | +2,003 | 5 | — |
| ☆KURA funds › | KURA ONCOLOGY INC | TRIM | — | 0.2% | +0.0% | 1.0 | 90,983 | -4,410 | 4 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.1% | 1.0 | 3,437 | +838 | 3 | — |
| ☆YETI funds › | YETI HLDGS INC | TRIM | — | 0.2% | -0.0% | 1.0 | 19,473 | -5,230 | 5 | — |
| ☆RCL funds › | ROYAL CARIBBEAN GROUP | NEW | — | 0.2% | +0.2% | 1.0 | 3,000 | +3,000 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | NEW | — | 0.2% | +0.2% | 0.9 | 8,624 | +8,624 | 1 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.2% | -0.1% | 0.9 | 7,705 | -2,188 | 5 | — |
| ☆GMED funds › | GLOBUS MED INC | TRIM | — | 0.2% | -0.1% | 0.9 | 11,144 | -2,267 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 0.2% | -0.0% | 0.9 | 509 | +56 | 3 | — |
| ☆BXP funds › | BXP INC | TRIM | — | 0.2% | -0.0% | 0.8 | 12,400 | -1,250 | 5 | — |
| ☆PPL funds › | PPL CORP | TRIM | — | 0.2% | -0.1% | 0.8 | 21,866 | -4,490 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 0.2% | -0.1% | 0.8 | 805 | -245 | 5 | — |
| ☆MDB funds › | MONGODB INC | TRIM | — | 0.2% | -0.0% | 0.8 | 2,295 | -650 | 5 | — |
| ☆DEA funds › | EASTERLY GOVT PPTYS INC | TRIM | — | 0.2% | -0.0% | 0.8 | 30,635 | -6,460 | 5 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO INC | NEW | — | 0.2% | +0.2% | 0.8 | 5,034 | +5,034 | 1 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆TTAN funds › | SERVICETITAN INC | ADD | — | 0.2% | +0.0% | 0.7 | 10,270 | +516 | 3 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.2% | +0.1% | 0.7 | 3,363 | +1,890 | 2 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.2% | -0.3% | 0.7 | 7,365 | -10,447 | 5 | — |
| ☆MAS funds › | MASCO CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 8,522 | -500 | 5 | — |
| ☆FHLC funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.2% | -0.0% | 0.7 | 8,914 | +0 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.2% | -0.0% | 0.6 | 3,483 | -34 | 5 | — |
| ☆BRO funds › | BROWN & BROWN INC | ADD | — | 0.1% | +0.0% | 0.6 | 9,718 | +2,884 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 0.6 | 4,473 | -103 | 5 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC | NEW | — | 0.1% | +0.1% | 0.6 | 4,311 | +4,311 | 1 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.1% | -0.1% | 0.6 | 9,821 | -2,629 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.6 | 6,270 | -498 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | TRIM | — | 0.1% | -0.0% | 0.5 | 3,705 | -225 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.2% | 0.5 | 24,447 | -16,325 | 5 | — |
| ☆GBAB funds › | GUGGENHEIM TAXABLE MUNICP BO | TRIM | — | 0.1% | -0.1% | 0.5 | 34,258 | -15,858 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.5 | 394 | +6 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.5 | 2,821 | -20 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.1% | -0.0% | 0.5 | 4,052 | -715 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | ADD | — | 0.1% | -0.0% | 0.5 | 1,925 | +125 | 5 | — |
| ☆HYMB funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.5 | 18,000 | +0 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.1% | -0.4% | 0.5 | 5,536 | -17,569 | 5 | — |
| ☆ITA funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 1,880 | +445 | 2 | — |
| ☆TXT funds › | TEXTRON INC | TRIM | — | 0.1% | -0.0% | 0.4 | 4,875 | -567 | 3 | — |
| ☆CELH funds › | CELSIUS HLDGS INC | ADD | — | 0.1% | +0.0% | 0.4 | 15,218 | +5,200 | 5 | — |
| ☆MAGS funds › | LISTED FDS TR | TRIM | — | 0.1% | -0.0% | 0.4 | 6,928 | -200 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.1% | -0.0% | 0.4 | 6,397 | -20 | 3 | — |
| ☆WY funds › | WEYERHAEUSER CO | NEW | — | 0.1% | +0.1% | 0.4 | 17,778 | +17,778 | 1 | — |
| ☆RDVY funds › | FIRST TR EXCHANGE TRADED FD | HOLD | — | 0.1% | +0.0% | 0.4 | 4,845 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.4 | 3,066 | -544 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 20,864 | -86 | 5 | — |
| ☆HYD funds › | VANECK ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 7,450 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 1,273 | -395 | 5 | — |
| ☆B funds › | BARRICK MNG CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 9,723 | -3,350 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 3,480 | -222 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,463 | +1,463 | 1 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.1% | -0.0% | 0.3 | 8,336 | +2,751 | 2 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 440 | -36 | 5 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.3 | 3,059 | -1,100 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.1% | -0.0% | 0.3 | 4,000 | -1,501 | 5 | — |
| ☆FMHI funds › | FIRST TR EXCH TRADED FD III | HOLD | — | 0.1% | -0.0% | 0.3 | 6,000 | +0 | 5 | — |
| ☆IBRX funds › | IMMUNITYBIO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 30,500 | -12,600 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,798 | -8 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 2,209 | -271 | 4 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 0.2 | 1,639 | +1 | 2 | — |
| ☆LDOS funds › | LEIDOS HOLDINGS INC | ADD | — | 0.1% | -0.0% | 0.2 | 2,402 | +13 | 5 | — |
| ☆GRNY funds › | TIDAL TRUST I | TRIM | — | 0.1% | -0.0% | 0.2 | 8,925 | -190 | 4 | — |
| ☆SBCF funds › | SEACOAST BKG CORP FLA | HOLD | — | 0.1% | -0.0% | 0.2 | 7,000 | +0 | 4 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.1% | -0.0% | 0.2 | 988 | -27 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 576 | +576 | 1 | — |
| ☆BLMN funds › | BLOOMIN BRANDS INC | TRIM | — | 0.0% | -0.0% | 0.1 | 10,521 | -8,028 | 5 | — |
| ☆TOST funds › | TOAST INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -75,481 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,073 | 0 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,113 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -8,781 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -14,510 | 0 | — |
| ☆AVAV funds › | AEROVIRONMENT INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,433 | 0 | — |
| ☆WHR funds › | WHIRLPOOL CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,646 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 418 | 139 | 0.13 | 40% | 0.025 | 0.302 | — | in |
| 2026Q1 | 360 | 132 | 0.08 | 41% | 0.025 | 0.393 | — | in |
| 2025Q4 | 390 | 143 | 0.07 | 42% | 0.026 | 0.378 | — | in |
| 2025Q3 | 385 | 138 | 0.06 | 43% | 0.026 | 0.412 | — | in |
| 2025Q2 | 351 | 129 | 0.12 | 42% | 0.027 | 0.322 | — | entered |
| 2025Q1 | 321 | 129 | 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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