☆Prudent Man Advisors, LLC
Quality Q
0.285
AUM ($M)
438
Positions
141
Turnover
0.13
Top-10 wt
39%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—
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Holdings · 149 positions · portfolio value $438M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 9.9% | -2.1% | 43.3 | 117,125 | -7,524 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 5.8% | -1.5% | 25.5 | 347,148 | +14,984 | 5 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 4.0% | +0.7% | 17.5 | 218,425 | +81,682 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.4% | -0.1% | 15.0 | 75,192 | +7,348 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 3.2% | -0.1% | 14.1 | 48,371 | +4,723 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 2.9% | +0.5% | 12.6 | 171,924 | +51,029 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 2.5% | +0.1% | 11.0 | 31,240 | +2,937 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 2.4% | +1.3% | 10.6 | 9,147 | -1,994 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.3% | -0.0% | 10.1 | 42,487 | +5,282 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 2.2% | -0.1% | 9.6 | 12,854 | +887 | 5 | — |
| ☆ESGU funds › | ISHARES TR | TRIM | — | 2.2% | -0.6% | 9.5 | 58,312 | -6,458 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.1% | -0.4% | 9.2 | 24,696 | +2,463 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.7% | -0.1% | 7.6 | 23,210 | +2,361 | 5 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.7% | +1.2% | 7.4 | 60,741 | +45,172 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 1.6% | +0.0% | 7.1 | 18,843 | +1,739 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.6% | -0.5% | 7.0 | 90,473 | -619 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 1.6% | -0.2% | 6.9 | 80,505 | +2,012 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 1.5% | +0.5% | 6.8 | 9,361 | -896 | 5 | — |
| ☆JNK funds › | SPDR SERIES TRUST | ADD | — | 1.5% | +1.2% | 6.5 | 67,684 | +56,551 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 1.4% | +0.2% | 6.1 | 23,903 | -5,320 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.4% | -0.2% | 6.1 | 130,330 | +15,406 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 1.3% | +0.3% | 5.5 | 12,747 | -1,851 | 5 | — |
| ☆SRLN funds › | SSGA ACTIVE ETF TR | NEW | — | 1.2% | +1.2% | 5.4 | 135,100 | +135,100 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.2% | +0.1% | 5.4 | 15,063 | +1,739 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 1.1% | +1.1% | 4.8 | 8,260 | +8,260 | 1 | — |
| ☆BAC funds › | BANK AMERICA CORP | ADD | — | 1.1% | +0.0% | 4.7 | 82,785 | +9,577 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.0% | +0.2% | 4.4 | 3,695 | +729 | 5 | — |
| ☆GSIE funds › | GOLDMAN SACHS ETF TR | ADD | — | 1.0% | +0.9% | 4.2 | 92,800 | +83,760 | 4 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.9% | -0.3% | 4.1 | 36,169 | +3,490 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.9% | -0.1% | 4.0 | 7,995 | +881 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.9% | -0.1% | 3.9 | 21,630 | +2,137 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.9% | -0.1% | 3.8 | 17,951 | -674 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.8% | -0.1% | 3.7 | 38,160 | +1,566 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.8% | -0.1% | 3.7 | 28,446 | +3,198 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 0.8% | -0.1% | 3.6 | 11,826 | +114 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.7% | -0.0% | 3.0 | 5,873 | +1,260 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.7% | -0.6% | 3.0 | 5,318 | -2,353 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.7% | -0.0% | 2.9 | 8,477 | +1,007 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 0.6% | -0.0% | 2.8 | 19,485 | +2,073 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.6% | -0.1% | 2.7 | 2,834 | +291 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.6% | -0.2% | 2.6 | 2,758 | +266 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.6% | -0.1% | 2.6 | 16,150 | +658 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.6% | +0.1% | 2.5 | 14,215 | +13,796 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.3% | 2.5 | 3,688 | +2,231 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | ADD | — | 0.6% | +0.3% | 2.4 | 8,208 | +850 | 4 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | ADD | — | 0.5% | +0.2% | 2.4 | 4,258 | +1,893 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.5% | -0.1% | 2.4 | 13,608 | +905 | 5 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | ADD | — | 0.5% | +0.2% | 2.4 | 69,335 | +31,614 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | TRIM | — | 0.5% | -0.2% | 2.3 | 3,253 | -1,359 | 5 | — |
| ☆LITE funds › | LUMENTUM HLDGS INC | NEW | — | 0.5% | +0.5% | 2.3 | 2,726 | +2,726 | 1 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | ADD | — | 0.5% | -0.0% | 2.3 | 37,015 | +4,581 | 3 | — |
| ☆ETN funds › | EATON CORP PLC | NEW | — | 0.5% | +0.5% | 2.3 | 5,330 | +5,330 | 1 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | NEW | — | 0.5% | +0.5% | 2.2 | 5,580 | +5,580 | 1 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.5% | -0.1% | 2.2 | 15,971 | +1,349 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | ADD | — | 0.5% | -0.1% | 2.1 | 7,648 | +668 | 5 | — |
| ☆AME funds › | AMETEK INC | ADD | — | 0.5% | -0.0% | 2.1 | 8,720 | +725 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.5% | -0.2% | 2.1 | 7,125 | +909 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | ADD | — | 0.5% | -0.1% | 2.0 | 22,871 | +1,827 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | ADD | — | 0.4% | +0.1% | 1.9 | 20,774 | +1,784 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.4% | -0.1% | 1.9 | 13,078 | +1,350 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 0.4% | -0.0% | 1.9 | 3,827 | +400 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | ADD | — | 0.4% | -0.1% | 1.9 | 4,122 | +416 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 0.4% | -0.2% | 1.9 | 11,224 | +820 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.4% | -0.2% | 1.9 | 20,636 | +1,703 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.4% | +0.1% | 1.9 | 15,822 | +1,475 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.4% | +0.0% | 1.8 | 7,372 | +2,652 | 3 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.4% | -0.1% | 1.7 | 17,884 | +1,117 | 3 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.4% | -0.2% | 1.6 | 3,199 | +421 | 5 | — |
| ☆BKLN funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.4% | +0.4% | 1.6 | 79,900 | +79,900 | 1 | — |
| ☆EVRG funds › | EVERGY INC | ADD | — | 0.4% | -0.1% | 1.5 | 17,719 | +1,227 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.3% | -0.0% | 1.5 | 3,470 | +399 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.3% | -0.0% | 1.5 | 1,536 | +177 | 5 | — |
| ☆ALB funds › | ALBEMARLE CORP | ADD | — | 0.3% | -0.2% | 1.4 | 10,457 | +1,108 | 5 | — |
| ☆EQT funds › | EQT CORP | ADD | — | 0.3% | -0.1% | 1.4 | 25,717 | +1,585 | 3 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.3% | -0.1% | 1.4 | 2,724 | +175 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 0.3% | -0.2% | 1.3 | 12,306 | +799 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.3% | -0.0% | 1.2 | 8,054 | +804 | 5 | — |
| ☆XBI funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | -0.0% | 1.2 | 7,395 | -131 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.3% | -0.0% | 1.2 | 6,125 | +689 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.3% | -0.0% | 1.1 | 13,840 | +1,566 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.3% | -0.1% | 1.1 | 6,653 | +728 | 5 | — |
| ☆KRE funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 1.1 | 14,458 | -253 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.2% | -0.1% | 1.1 | 6,902 | +575 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 0.2% | -0.0% | 1.1 | 4,145 | +493 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 1.0 | 14,128 | -75 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.2% | -0.1% | 1.0 | 11,012 | +1,126 | 5 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | ADD | — | 0.2% | -0.0% | 1.0 | 5,332 | +441 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.2% | -0.1% | 0.9 | 21,890 | +2,345 | 4 | — |
| ☆BWA funds › | BORGWARNER INC | ADD | — | 0.2% | +0.0% | 0.9 | 13,573 | +1,368 | 5 | — |
| ☆VTR funds › | VENTAS INC | ADD | — | 0.2% | -0.0% | 0.9 | 10,042 | +925 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.2% | +0.0% | 0.8 | 1,928 | +215 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.2% | -0.0% | 0.8 | 5,843 | +606 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.2% | -0.1% | 0.8 | 5,871 | +603 | 2 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.2% | -0.0% | 0.8 | 2,229 | +254 | 5 | — |
| ☆NEM funds › | NEWMONT CORP | ADD | — | 0.2% | -0.1% | 0.8 | 8,240 | +871 | 5 | — |
| ☆DOV funds › | DOVER CORP | ADD | — | 0.2% | -0.0% | 0.8 | 3,357 | +407 | 5 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.1% | 0.7 | 22,395 | +0 | 4 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | ADD | — | 0.2% | -0.0% | 0.7 | 24,799 | +2,675 | 5 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 0.7 | 27,971 | +1,115 | 5 | — |
| ☆FNB funds › | F N B CORP | ADD | — | 0.2% | -0.0% | 0.7 | 38,275 | +4,711 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.2% | +0.0% | 0.7 | 0 | +0 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.2% | -0.0% | 0.7 | 12,088 | +1,375 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.2% | -0.1% | 0.7 | 2,572 | +268 | 5 | — |
| ☆BLV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.7 | 9,965 | +700 | 5 | — |
| ☆AVY funds › | AVERY DENNISON CORP | ADD | — | 0.2% | -0.0% | 0.7 | 4,200 | +441 | 2 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.2% | -0.0% | 0.7 | 5,311 | +552 | 2 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 0.2% | -0.0% | 0.7 | 1,637 | +197 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | ADD | — | 0.1% | +0.0% | 0.7 | 8,890 | +985 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | ADD | — | 0.1% | -0.0% | 0.7 | 2,358 | +268 | 5 | — |
| ☆NI funds › | NISOURCE INC | ADD | — | 0.1% | -0.0% | 0.6 | 12,881 | +1,376 | 5 | — |
| ☆VICI funds › | VICI PPTYS INC | ADD | — | 0.1% | -0.0% | 0.6 | 22,045 | +2,316 | 5 | — |
| ☆OVV funds › | OVINTIV INC | ADD | — | 0.1% | -0.0% | 0.6 | 10,959 | +1,149 | 5 | — |
| ☆CUSIP:277432100 funds › | EASTMAN CHEM CO | ADD | — | 0.1% | -0.0% | 0.6 | 8,538 | +853 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.1% | -0.1% | 0.5 | 6,966 | +890 | 5 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | TRIM | — | 0.1% | -0.3% | 0.5 | 4,311 | -6,875 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | -0.0% | 0.5 | 1,529 | +182 | 5 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.5 | 16,820 | +200 | 5 | — |
| ☆CWEN funds › | CLEARWAY ENERGY INC | ADD | — | 0.1% | -0.0% | 0.5 | 14,843 | +1,733 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.1% | -0.0% | 0.5 | 6,302 | +779 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.1% | +0.0% | 0.5 | 1,237 | +136 | 5 | — |
| ☆EHC funds › | ENCOMPASS HEALTH CORP | ADD | — | 0.1% | -0.0% | 0.5 | 4,703 | +607 | 5 | — |
| ☆SSNC funds › | SS&C TECH HLDGS | ADD | — | 0.1% | -0.0% | 0.5 | 7,440 | +815 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | ADD | — | 0.1% | -0.0% | 0.5 | 2,030 | +82 | 5 | — |
| ☆FNF funds › | FIDELITY NATL FINL INC | ADD | — | 0.1% | -0.0% | 0.4 | 8,860 | +1,091 | 5 | — |
| ☆LKQ funds › | LKQ CORP | TRIM | — | 0.1% | -0.3% | 0.4 | 15,521 | -29,160 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | HOLD | — | 0.1% | +0.0% | 0.4 | 0 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,600 | +1,600 | 1 | — |
| ☆PENG funds › | PENGUIN SOLUTIONS INC | NEW | — | 0.1% | +0.1% | 0.3 | 4,121 | +4,121 | 1 | — |
| ☆EQIX funds › | EQUINIX INC | TRIM | — | 0.1% | -0.0% | 0.3 | 298 | -11 | 5 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 2,830 | -819 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,378 | +400 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 2,598 | +300 | 5 | — |
| ☆SITM funds › | SITIME CORP | NEW | — | 0.1% | +0.1% | 0.3 | 342 | +342 | 1 | — |
| ☆BE funds › | BLOOM ENERGY CORP | NEW | — | 0.1% | +0.1% | 0.2 | 817 | +817 | 1 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 1,482 | +0 | 5 | — |
| ☆MYRG funds › | MYR GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 463 | +463 | 1 | — |
| ☆CRS funds › | CARPENTER TECHNOLOGY CORP | NEW | — | 0.0% | +0.0% | 0.2 | 346 | +346 | 1 | — |
| ☆O funds › | REALTY INCOME CORP | NEW | — | 0.0% | +0.0% | 0.2 | 3,248 | +3,248 | 1 | — |
| ☆STGW funds › | STAGWELL INC | NEW | — | 0.0% | +0.0% | 0.1 | 16,007 | +16,007 | 1 | — |
| ☆NTSK funds › | NETSKOPE INC | NEW | — | 0.0% | +0.0% | 0.1 | 10,320 | +10,320 | 1 | — |
| ☆RWT funds › | REDWOOD TRUST INC | TRIM | — | 0.0% | -0.0% | 0.1 | 16,275 | -268 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,628 | 0 | — |
| ☆MOD funds › | MODINE MFG CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,024 | 0 | — |
| ☆PRIM funds › | PRIMORIS SVCS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,464 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -18,543 | 0 | — |
| ☆PAYO funds › | PAYONEER GLOBAL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,589 | 0 | — |
| ☆FN funds › | FABRINET | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -422 | 0 | — |
| ☆DY funds › | DYCOM INDS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -637 | 0 | — |
| ☆ICSH funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,607 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 438 | 141 | 0.13 | 39% | 0.026 | 0.284 | — | in |
| 2026Q1 | 334 | 134 | 0.14 | 42% | 0.031 | 0.282 | — | in |
| 2025Q4 | 275 | 135 | 0.06 | 50% | 0.047 | 0.426 | — | in |
| 2025Q3 | 271 | 133 | 0.15 | 50% | 0.046 | 0.271 | — | in |
| 2025Q2 | 315 | 181 | 0.10 | 44% | 0.035 | 0.366 | — | entered |
| 2025Q1 | 275 | 171 | 0.00 | 47% | 0.046 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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