☆ICW Investment Advisors LLC
Quality Q
0.219
AUM ($M)
286
Positions
144
Turnover
0.06
Top-10 wt
23%
Herfindahl
0.012
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 153 positions · portfolio value $286M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.8% | +0.3% | 8.1 | 28,013 | -89 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.5% | +0.4% | 7.0 | 18,539 | -238 | 5 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | TRIM | — | 2.4% | +0.1% | 6.8 | 8,578 | -86 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.3% | +0.2% | 6.7 | 33,241 | +141 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.3% | -0.0% | 6.5 | 17,429 | +122 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.2% | +0.4% | 6.4 | 17,840 | -40 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 2.1% | +0.2% | 6.1 | 24,328 | +59 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 2.1% | +0.3% | 6.0 | 8,751 | +277 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 2.1% | +0.2% | 5.9 | 17,129 | -41 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.0% | +0.2% | 5.8 | 24,310 | -83 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 1.9% | -0.0% | 5.4 | 10,592 | +25 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.8% | -0.2% | 5.3 | 5,633 | -62 | 5 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | TRIM | — | 1.7% | -0.1% | 4.8 | 52,573 | -223 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 1.5% | -0.0% | 4.4 | 17,208 | -120 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.5% | -0.2% | 4.3 | 38,350 | -360 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.4% | +0.3% | 4.0 | 3,354 | +15 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 1.4% | +0.0% | 4.0 | 7,678 | -18 | 5 | — |
| ☆ROST funds › | ROSS STORES INC | TRIM | — | 1.3% | -0.1% | 3.8 | 17,932 | -163 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 1.3% | -0.1% | 3.8 | 24,973 | -200 | 5 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 1.3% | -0.2% | 3.7 | 13,135 | -43 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | ADD | — | 1.3% | +0.1% | 3.6 | 10,546 | +31 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.2% | +0.0% | 3.5 | 9,912 | -59 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.2% | -0.3% | 3.5 | 25,317 | -135 | 5 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 1.2% | -0.0% | 3.5 | 71,865 | -202 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 1.2% | -0.0% | 3.3 | 9,134 | +21 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 1.1% | -0.2% | 3.2 | 23,991 | +94 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 1.1% | +0.3% | 3.2 | 18,047 | +28 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | ADD | — | 1.1% | +0.1% | 3.1 | 13,861 | +69 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 1.1% | -0.2% | 3.1 | 6,086 | -4 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | TRIM | — | 1.1% | -0.0% | 3.1 | 19,254 | -10 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 1.1% | -0.0% | 3.0 | 8,587 | -27 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | TRIM | — | 1.0% | -0.4% | 2.9 | 5,778 | -15 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 1.0% | -0.2% | 2.9 | 10,872 | +48 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 1.0% | +0.0% | 2.9 | 35,095 | -164 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 1.0% | -0.1% | 2.8 | 14,841 | -29 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.0% | +0.1% | 2.8 | 3,756 | +7 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.9% | -0.2% | 2.7 | 29,609 | +103 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.9% | +0.3% | 2.6 | 22,290 | -413 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 0.9% | +0.0% | 2.6 | 9,558 | +1 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.9% | -0.3% | 2.5 | 15,253 | -5 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.9% | -0.0% | 2.5 | 17,128 | +31 | 5 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | TRIM | — | 0.9% | +0.0% | 2.5 | 11,828 | -12 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.9% | -0.2% | 2.4 | 8,409 | -15 | 5 | — |
| ☆GWW funds › | WW GRAINGER INC | TRIM | — | 0.8% | +0.1% | 2.4 | 1,729 | -17 | 5 | — |
| ☆DOV funds › | DOVER CORP | TRIM | — | 0.8% | +0.0% | 2.3 | 10,429 | -108 | 5 | — |
| ☆RMD funds › | RESMED INC | TRIM | — | 0.8% | -0.2% | 2.3 | 11,969 | -136 | 5 | — |
| ☆CHD funds › | CHURCH & DWIGHT CO INC | TRIM | — | 0.8% | -0.0% | 2.3 | 23,732 | -278 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.8% | -0.0% | 2.3 | 36,435 | +109 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.8% | -0.1% | 2.2 | 25,467 | -22 | 5 | — |
| ☆DCI funds › | DONALDSON INC | TRIM | — | 0.8% | +0.0% | 2.2 | 24,195 | -128 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.8% | +0.1% | 2.2 | 21,195 | -122 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | ADD | — | 0.8% | +0.2% | 2.2 | 45,035 | +294 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.8% | +0.1% | 2.1 | 6,078 | -10 | 5 | — |
| ☆EXPD funds › | EXPEDITORS INTL WASH INC | TRIM | — | 0.7% | +0.1% | 2.1 | 12,591 | -181 | 5 | — |
| ☆CNI funds › | CANADIAN NATL RY CO | TRIM | — | 0.7% | +0.1% | 2.0 | 16,931 | -5 | 5 | — |
| ☆HSY funds › | HERSHEY CO | TRIM | — | 0.7% | -0.2% | 2.0 | 11,456 | -9 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.7% | +0.0% | 2.0 | 21,824 | -41 | 5 | — |
| ☆BCPC funds › | BALCHEM CORP | TRIM | — | 0.7% | -0.0% | 2.0 | 11,705 | -138 | 5 | — |
| ☆AME funds › | AMETEK INC | TRIM | — | 0.7% | +0.1% | 1.9 | 7,951 | -46 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.7% | -0.0% | 1.9 | 19,958 | +3 | 5 | — |
| ☆RSG funds › | REPUBLIC SVCS INC | TRIM | — | 0.6% | -0.0% | 1.9 | 8,705 | -15 | 5 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 0.6% | +0.0% | 1.9 | 6,652 | -16 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.6% | -0.0% | 1.8 | 15,311 | +25 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 0.6% | -0.0% | 1.8 | 6,052 | -20 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.6% | -0.0% | 1.7 | 3,090 | +23 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.6% | +0.2% | 1.7 | 4,176 | +9 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.6% | +0.0% | 1.7 | 6,302 | +1 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.6% | -0.0% | 1.7 | 5,319 | -12 | 5 | — |
| ☆UL funds › | UNILEVER PLC | ADD | — | 0.6% | +0.0% | 1.7 | 27,684 | +59 | 3 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.5% | +0.0% | 1.5 | 21,035 | -51 | 5 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | TRIM | — | 0.5% | -0.0% | 1.5 | 9,740 | -46 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.5% | +0.1% | 1.5 | 1,985 | +6 | 5 | — |
| ☆TGT funds › | TARGET CORP | TRIM | — | 0.5% | +0.0% | 1.4 | 11,075 | -197 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | TRIM | — | 0.5% | +0.1% | 1.4 | 18,918 | -78 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | TRIM | — | 0.5% | +0.1% | 1.4 | 4,316 | -3 | 5 | — |
| ☆ROL funds › | ROLLINS INC | ADD | — | 0.5% | -0.2% | 1.4 | 32,768 | +42 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.5% | +0.2% | 1.4 | 4,575 | -10 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.5% | +0.0% | 1.4 | 7,481 | -66 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.5% | -0.1% | 1.3 | 16,972 | -83 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.5% | +0.1% | 1.3 | 6,986 | +22 | 5 | — |
| ☆HRL funds › | HORMEL FOODS CORP | TRIM | — | 0.4% | +0.0% | 1.3 | 50,426 | -1,195 | 5 | — |
| ☆MKC funds › | MCCORMICK & CO INC | TRIM | — | 0.4% | -0.0% | 1.3 | 24,800 | -148 | 5 | — |
| ☆FDS funds › | FACTSET RESH SYS INC | TRIM | — | 0.4% | +0.0% | 1.2 | 5,358 | -35 | 5 | — |
| ☆ATR funds › | APTARGROUP INC | ADD | — | 0.4% | -0.0% | 1.2 | 9,599 | +86 | 5 | — |
| ☆KDP funds › | KEURIG DR PEPPER INC | TRIM | — | 0.4% | +0.1% | 1.2 | 36,382 | -749 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.4% | -0.0% | 1.2 | 6,104 | -58 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 0.4% | +0.1% | 1.1 | 2,807 | +6 | 5 | — |
| ☆GPC funds › | GENUINE PARTS CO | TRIM | — | 0.4% | +0.0% | 1.1 | 9,285 | -129 | 5 | — |
| ☆JKHY funds › | HENRY JACK & ASSOC INC | TRIM | — | 0.4% | -0.1% | 1.1 | 7,919 | -65 | 5 | — |
| ☆NJR funds › | NEW JERSEY RES CORP | TRIM | — | 0.4% | -0.0% | 1.0 | 18,704 | -76 | 5 | — |
| ☆CLX funds › | CLOROX CO DEL | TRIM | — | 0.4% | -0.0% | 1.0 | 10,877 | -58 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | ADD | — | 0.4% | +0.0% | 1.0 | 3,286 | +2 | 5 | — |
| ☆HEIA funds › | HEICO CORP NEW | ADD | — | 0.4% | +0.1% | 1.0 | 3,980 | +12 | 5 | — |
| ☆CPK funds › | CHESAPEAKE UTILS CORP | ADD | — | 0.4% | -0.0% | 1.0 | 8,209 | +85 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.4% | +0.1% | 1.0 | 4,718 | +536 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.3% | +0.1% | 0.9 | 842 | +0 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.3% | -0.0% | 0.9 | 25,493 | -1,228 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 0.9 | 2,685 | +2 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.3% | -0.0% | 0.8 | 883 | +0 | 5 | — |
| ☆CTAS funds › | CINTAS CORP | TRIM | — | 0.3% | -0.0% | 0.8 | 4,951 | -15 | 5 | — |
| ☆BFB funds › | BROWN FORMAN CORP | TRIM | — | 0.3% | -0.0% | 0.8 | 30,572 | -491 | 5 | — |
| ☆IWR funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.8 | 7,275 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.3% | -0.0% | 0.8 | 1,510 | -3 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 0.3% | -0.0% | 0.8 | 1,845 | +70 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.3% | -0.0% | 0.7 | 4,904 | +5 | 5 | — |
| ☆MGEE funds › | MGE ENERGY INC | TRIM | — | 0.3% | -0.0% | 0.7 | 8,788 | -194 | 5 | — |
| ☆FTV funds › | FORTIVE CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 11,014 | -382 | 5 | — |
| ☆ODFL funds › | OLD DOMINION FREIGHT LINE IN | ADD | — | 0.2% | +0.0% | 0.6 | 2,939 | +3 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | ADD | — | 0.2% | -0.0% | 0.6 | 1,868 | +3 | 5 | — |
| ☆CBSH funds › | COMMERCE BANCSHARES INC | TRIM | — | 0.2% | +0.0% | 0.6 | 10,581 | -10 | 5 | — |
| ☆OTIS funds › | OTIS WORLDWIDE CORP | ADD | — | 0.2% | -0.0% | 0.6 | 7,865 | +112 | 5 | — |
| ☆WSO funds › | WATSCO INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,346 | +3 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 0.2% | +0.0% | 0.5 | 767 | -16 | 5 | — |
| ☆DPZ funds › | DOMINOS PIZZA INC | ADD | — | 0.2% | -0.0% | 0.5 | 1,813 | +8 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.2% | +0.0% | 0.5 | 7,601 | -37 | 5 | — |
| ☆INTU funds › | INTUIT | ADD | — | 0.2% | -0.1% | 0.5 | 1,868 | +28 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.2% | -0.1% | 0.5 | 6,648 | -48 | 5 | — |
| ☆AWK funds › | AMERICAN WTR WKS CO INC NEW | TRIM | — | 0.2% | -0.0% | 0.5 | 3,602 | -26 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.2% | +0.0% | 0.5 | 911 | +58 | 2 | — |
| ☆WAT funds › | WATERS CORP | TRIM | — | 0.2% | +0.0% | 0.5 | 1,201 | -21 | 2 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.1% | +0.0% | 0.4 | 998 | +21 | 3 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | ADD | — | 0.1% | +0.0% | 0.4 | 431 | +3 | 4 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.1% | +0.1% | 0.4 | 582 | -17 | 2 | — |
| ☆CME funds › | CME GROUP INC | ADD | — | 0.1% | -0.1% | 0.4 | 1,834 | +9 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 0.1% | +0.0% | 0.4 | 1,827 | -28 | 3 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.4 | 1,308 | +1,308 | 1 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.1% | +0.0% | 0.4 | 197 | +0 | 3 | — |
| ☆IEX funds › | IDEX CORP | ADD | — | 0.1% | +0.0% | 0.4 | 1,692 | +28 | 4 | — |
| ☆DG funds › | DOLLAR GEN CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 3,308 | -55 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | TRIM | — | 0.1% | +0.0% | 0.4 | 751 | -14 | 5 | — |
| ☆MZTI funds › | MARZETTI COMPANY | TRIM | — | 0.1% | -0.0% | 0.3 | 2,984 | -271 | 5 | — |
| ☆IJR funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 2,104 | +0 | 5 | — |
| ☆MTD funds › | METTLER TOLEDO INTERNATIONAL | ADD | — | 0.1% | -0.0% | 0.3 | 241 | +1 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,701 | +1,633 | 4 | — |
| ☆SYY funds › | SYSCO CORP | TRIM | — | 0.1% | +0.0% | 0.3 | 3,369 | -237 | 5 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | ADD | — | 0.1% | +0.0% | 0.3 | 1,217 | +117 | 4 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.3 | 225 | +225 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.3 | 444 | +444 | 1 | — |
| ☆GGG funds › | GRACO INC | ADD | — | 0.1% | -0.0% | 0.2 | 3,130 | +249 | 5 | — |
| ☆RPM funds › | RPM INTL INC | ADD | — | 0.1% | +0.0% | 0.2 | 2,121 | +99 | 2 | — |
| ☆VB funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 751 | +751 | 1 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.2 | 1,493 | +9 | 4 | — |
| ☆PWR funds › | QUANTA SVCS INC | NEW | — | 0.1% | +0.1% | 0.2 | 307 | +307 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,552 | +1,552 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,340 | 0 | — |
| ☆CPRT funds › | COPART INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,749 | 0 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -15,921 | 0 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -6,069 | 0 | — |
| ☆PAYX funds › | PAYCHEX INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,637 | 0 | — |
| ☆FISV funds › | FISERV INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -12,833 | 0 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -10,721 | 0 | — |
| ☆JJSF funds › | J & J SNACK FOODS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,202 | 0 | — |
| ☆FLO funds › | FLOWERS FOODS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -69,550 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 286 | 144 | 0.06 | 23% | 0.012 | 0.218 | — | in |
| 2026Q1 | 277 | 147 | 0.06 | 21% | 0.012 | 0.211 | — | in |
| 2025Q4 | 275 | 145 | 0.06 | 23% | 0.012 | 0.199 | — | in |
| 2025Q3 | 274 | 143 | 0.05 | 22% | 0.012 | 0.207 | — | in |
| 2025Q2 | 253 | 140 | 0.05 | 21% | 0.011 | 0.228 | — | entered |
| 2025Q1 | 245 | 140 | 0.00 | 21% | 0.011 | 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