Fund Universe

← Fund Universe

☆ATTICUS WEALTH MANAGEMENT, LLC

CIK 0001800234 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.477
AUM ($M)
420
Positions
177
Turnover
0.11
Top-10 wt
55%
Herfindahl
0.068
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 190 positions · portfolio value $420M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 22.7% -0.3% 95.4 127,732 -2,935 5 —
☆IWF funds › ISHARES TR ADD — 6.1% +0.2% 25.4 204,824 +153,948 5 —
☆SFLR funds › INNOVATOR ETFS TRUST ADD — 5.9% +5.7% 24.9 644,710 +626,597 3 —
☆CSHI funds › NEOS ETF TRUST ADD — 5.1% +0.6% 21.5 432,170 +95,583 5 —
☆HTRB funds › HARTFORD FDS EXCHANGE TRADED ADD — 4.1% -0.3% 17.1 507,709 +33,006 5 —
☆AAPL funds › APPLE INC TRIM — 3.4% -0.0% 14.1 48,843 -440 5 —
☆OEF funds › ISHARES TR TRIM — 2.4% -0.1% 10.2 27,944 -900 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 1.9% -0.0% 8.0 70,473 +1,394 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.9% +0.3% 8.0 10,799 +371 5 —
☆KO funds › COCA COLA CO TRIM — 1.4% -0.1% 5.7 70,278 -4 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.3% -0.2% 5.6 14,907 +67 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 1.2% +0.2% 5.0 26,292 -632 5 —
☆GLD funds › SPDR GOLD TR TRIM — 1.2% -0.4% 4.9 13,216 -386 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 1.1% -0.1% 4.8 30,501 -343 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 1.1% -2.8% 4.7 77,884 -180,128 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.0% +0.1% 4.3 12,062 -459 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 1.0% +0.0% 4.0 11,729 -45 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.9% +0.0% 3.8 31,866 -501 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.9% -0.0% 3.6 17,881 -999 5 —
☆IJR funds › ISHARES TR TRIM — 0.8% -0.0% 3.5 23,889 -1,842 5 —
☆PMAY funds › INNOVATOR ETFS TRUST TRIM — 0.8% -0.2% 3.5 84,473 -6,388 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.8% +0.0% 3.4 9,085 -84 5 —
☆SHV funds › ISHARES TR ADD — 0.8% +0.3% 3.4 30,619 +12,567 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.8% -0.0% 3.2 13,466 -423 5 —
☆EFA funds › ISHARES TR ADD — 0.7% -0.0% 3.1 29,860 +835 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.7% +0.3% 3.0 4,159 -3 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.7% +0.1% 2.9 24,673 +21,610 5 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST TRIM — 0.7% -0.1% 2.8 59,533 -3,100 5 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.7% +0.3% 2.8 16,845 +4,101 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.7% -0.2% 2.8 2,971 -102 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.6% -0.0% 2.5 10,496 +28 5 —
☆PNOV funds › INNOVATOR ETFS TRUST TRIM — 0.6% -0.0% 2.4 54,628 -400 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.6% -0.0% 2.4 7,354 -59 5 —
☆EEM funds › ISHARES TR ADD — 0.6% +0.1% 2.4 34,811 +1,308 5 —
☆TSLA funds › TESLA INC ADD — 0.5% -0.0% 2.3 5,350 +16 5 —
☆EMXC funds › ISHARES INC TRIM — 0.5% +0.0% 2.2 21,747 -2,860 5 —
☆JTEK funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% +0.2% 2.2 19,733 +5,343 5 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.1% 2.2 6,114 +359 5 —
☆TPR funds › TAPESTRY INC TRIM — 0.5% -0.1% 2.2 14,718 -155 5 —
☆PDEC funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.0% 2.1 45,848 -200 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.5% +0.1% 2.1 17,856 +7,347 5 —
☆IVV funds › ISHARES TR ADD — 0.5% +0.1% 2.0 2,674 +711 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% +0.1% 2.0 1,664 +9 5 —
☆IJH funds › ISHARES TR TRIM — 0.5% -0.0% 1.9 24,737 -206 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.4% -0.0% 1.9 5,330 -162 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.4% 1.9 6,120 +5,246 3 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.4% -0.1% 1.8 20,645 -390 5 —
☆IWM funds › ISHARES TR TRIM — 0.4% +0.0% 1.8 5,989 -9 5 —
☆V funds › VISA INC ADD — 0.4% +0.0% 1.7 4,892 +63 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.4% -0.0% 1.5 12,612 -893 5 —
☆PFEB funds › INNOVATOR ETFS TRUST TRIM — 0.4% -0.0% 1.5 34,296 -125 5 —
☆MS funds › MORGAN STANLEY ADD — 0.3% +0.1% 1.5 7,031 +997 5 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.0% 1.5 2,605 +283 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 1.3 1,902 +73 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.0% 1.3 8,125 -614 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.3% +0.2% 1.3 2,182 +353 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% +0.1% 1.2 10,446 -86 5 —
☆FTNT funds › FORTINET INC HOLD — 0.3% +0.1% 1.2 7,955 +0 5 —
☆INDA funds › ISHARES TR ADD — 0.3% +0.0% 1.2 24,178 +3,076 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.3% +0.0% 1.2 18,022 -3,675 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.3% +0.0% 1.1 966 -5 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.3% +0.0% 1.1 2,814 -2 5 —
☆IWP funds › ISHARES TR TRIM — 0.3% -0.0% 1.1 7,417 -69 5 —
☆QMOM funds › EA SERIES TRUST ADD — 0.3% +0.0% 1.1 13,784 +2,001 5 —
☆HFXI funds › NEW YORK LIFE INVESTMENTS ET ADD — 0.3% +0.1% 1.1 28,466 +14,164 5 —
☆IVW funds › ISHARES TR TRIM — 0.3% +0.0% 1.1 7,791 -195 5 —
☆CMI funds › CUMMINS INC ADD — 0.2% +0.0% 1.0 1,431 +1 5 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 1.0 20,732 +76 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.0 3,929 +5 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.2% +0.0% 0.9 2,829 -16 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.2% -0.0% 0.9 11,643 +507 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.2% -0.1% 0.9 6,395 -1,142 5 —
☆ASML funds › ASML HLDG NV ADD — 0.2% +0.1% 0.9 450 +23 5 —
☆UNOV funds › INNOVATOR ETFS TRUST HOLD — 0.2% -0.0% 0.9 21,778 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.2% +0.1% 0.9 2,536 -181 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 0.8 1,645 +44 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% +0.0% 0.8 3,183 -32 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 0.8 4,799 -9 5 —
☆ORCL funds › ORACLE CORP ADD — 0.2% -0.0% 0.8 5,388 +593 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.2% -0.0% 0.8 5,185 +0 5 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.2% -0.0% 0.8 15,634 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.0% 0.7 5,756 +56 5 —
☆CEF funds › SPROTT ASSET MANAGEMENT LP ADD — 0.2% -0.1% 0.7 18,010 +622 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 0.7 12,654 +318 5 —
☆ORI funds › OLD REP INTL CORP ADD — 0.2% -0.0% 0.7 17,452 +210 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.3% 0.7 7,109 -13,146 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.7 2,698 +53 5 —
☆WMT funds › WALMART INC ADD — 0.2% -0.0% 0.7 5,829 +46 5 —
☆LAMR funds › LAMAR ADVERTISING CO TRIM — 0.2% +0.0% 0.7 4,203 -254 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.1% 0.6 2,304 +1,327 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 0.6 8,841 -788 5 —
☆PJUN funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.6 14,559 -1,279 5 —
☆PAPR funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.6 14,488 -2,152 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.6 2,380 -79 5 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.1% -0.1% 0.6 1,122 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.1% 0.6 13,498 -1,449 5 —
☆PJAN funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.6 11,467 -1,166 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% -0.0% 0.6 2,166 +5 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.1% -0.0% 0.6 3,271 -32 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.5 18,677 +2,651 3 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.5 1,993 -122 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 0.5 530 +2 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.1% 0.5 1,225 +2 3 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.1% +0.1% 0.5 1,728 +1,728 1 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.5 2,644 +32 5 —
☆GHC funds › GRAHAM HLDGS CO ADD — 0.1% -0.0% 0.5 438 +10 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.5 9,074 -59 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% -0.0% 0.5 1,863 +2 5 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.1% 0.5 2,734 +1,101 3 —
☆TOL funds › TOLL BROTHERS INC ADD — 0.1% +0.0% 0.5 2,918 +41 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 0.5 4,834 +50 5 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.1% 0.5 9,680 -7,510 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 0.5 1,103 +12 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 0.5 1,177 -49 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.3% 0.5 2,183 -6,275 5 —
☆IWD funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 1,909 +0 5 —
☆LB funds › LANDBRIDGE COMPANY LLC ADD — 0.1% +0.0% 0.5 5,819 +80 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.1% +0.0% 0.5 1,391 +19 5 —
☆ARES funds › ARES MANAGEMENT CORPORATION TRIM — 0.1% -0.0% 0.5 4,068 -549 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.4 2,014 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.1% +0.0% 0.4 917 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.4 7,492 +2,284 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.1% -0.1% 0.4 5,391 -1,163 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN ADD — 0.1% +0.0% 0.4 4,829 +60 5 —
☆WRB funds › BERKLEY W R CORP ADD — 0.1% -0.0% 0.4 5,933 +75 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.4 5,033 -8 5 —
☆CUSIP:45782C649 funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.4 10,000 +0 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,478 +3 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.1% +0.0% 0.4 1,426 +320 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.4 376 +65 2 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -2.6% 0.4 5,326 -130,598 5 —
☆IWS funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 2,415 -175 5 —
☆GRBK funds › GREEN BRICK PARTNERS INC ADD — 0.1% +0.0% 0.4 4,964 +78 5 —
☆ALL funds › ALLSTATE CORP TRIM — 0.1% +0.0% 0.4 1,670 -12 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.4 776 +13 5 —
☆POCT funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.4 8,461 +0 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.1% -0.0% 0.4 2,645 -229 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.4 2,754 +2,754 1 —
☆AZO funds › AUTOZONE INC ADD — 0.1% -0.0% 0.4 120 +5 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.1% -0.0% 0.4 1,315 +19 5 —
☆GRMN funds › GARMIN LTD ADD — 0.1% +0.0% 0.4 1,603 +558 5 —
☆LIN funds › LINDE PLC HOLD — 0.1% -0.0% 0.4 730 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 4,298 +3,582 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.1% +0.0% 0.4 745 +10 5 —
☆QYLD funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.3 18,767 +7,660 5 —
☆AEM funds › AGNICO EAGLE MINES LTD TRIM — 0.1% -0.0% 0.3 2,224 -45 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.1% +0.0% 0.3 2,023 -23 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.1% +0.0% 0.3 477 +0 3 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 0.3 3,102 -134 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% -0.0% 0.3 930 +1 5 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.3 7,135 -20 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% -0.0% 0.3 1,187 +3 5 —
☆ESGU funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 1,858 -162 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. ADD — 0.1% +0.0% 0.3 3,218 +25 5 —
☆XBIL funds › RBB FD INC TRIM — 0.1% -0.1% 0.3 5,858 -3,323 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.3 5,775 -12 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.3 2,520 -475 5 —
☆MTUM funds › ISHARES TR ADD — 0.1% +0.0% 0.3 850 +1 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.1% -0.0% 0.3 291 +0 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 1,420 +68 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 0.3 1,994 +1 2 —
☆PSA funds › PUBLIC STORAGE ADD — 0.1% +0.0% 0.3 856 +3 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 0.3 786 -12 5 —
☆MKL funds › MARKEL GROUP INC ADD — 0.1% -0.0% 0.3 134 +1 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 0.3 2,850 -1,075 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.1% -0.0% 0.3 2,794 +0 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.1% -0.0% 0.3 610 +7 5 —
☆UL funds › UNILEVER PLC TRIM — 0.1% -0.0% 0.2 4,136 -651 3 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC NEW — 0.1% +0.1% 0.2 621 +621 1 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 1,048 -252 5 —
☆VLUE funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,137 +1,137 1 —
☆QFLR funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.2 5,865 +5,865 1 —
☆SCHV funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 6,102 +6,102 1 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.2 4,651 -556 5 —
☆IWO funds › ISHARES TR NEW — 0.0% +0.0% 0.2 516 +516 1 —
☆CTVA funds › CORTEVA INC NEW — 0.0% +0.0% 0.2 2,387 +2,387 1 —
☆SCO funds › PROSHARES TR II NEW — 0.0% +0.0% 0.2 5,758 +5,758 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.3% 0.0 0 -6,033 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.1% 0.0 0 -4,086 0 —
☆TSCO funds › TRACTOR SUPPLY CO EXIT — 0.0% -0.1% 0.0 0 -4,500 0 —
☆STXD funds › EA SERIES TRUST EXIT — 0.0% -0.1% 0.0 0 -6,563 0 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.1% 0.0 0 -5,834 0 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN EXIT — 0.0% -0.1% 0.0 0 -1,284 0 —
☆CME funds › CME GROUP INC EXIT — 0.0% -0.1% 0.0 0 -845 0 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.2% 0.0 0 -1 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.1% 0.0 0 -1,332 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,653 0 —
☆WEC funds › WEC ENERGY GROUP INC EXIT — 0.0% -0.1% 0.0 0 -2,350 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -2,371 0 —
☆ADSK funds › AUTODESK INC EXIT — 0.0% -0.1% 0.0 0 -987 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 420 177 0.11 55% 0.068 0.475 — in
2026Q1 369 181 0.05 54% 0.068 0.590 — in
2025Q4 405 204 0.03 54% 0.070 0.590 — in
2025Q3 396 197 0.08 54% 0.070 0.500 — in
2025Q2 370 678 0.09 54% 0.075 0.511 — entered
2025Q1 306 513 0.00 58% 0.081 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