☆MITCHELL & PAHL PRIVATE WEALTH, LLC
Quality Q
0.190
AUM ($M)
272
Positions
149
Turnover
0.07
Top-10 wt
20%
Herfindahl
0.011
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 150 positions · portfolio value $272M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.0% | +0.1% | 8.1 | 28,025 | -131 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | TRIM | — | 2.8% | +1.5% | 7.5 | 7,782 | -123 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 2.4% | +0.2% | 6.5 | 17,114 | -586 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.0% | -0.2% | 5.5 | 14,770 | +132 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 1.8% | +0.5% | 4.9 | 41,889 | +287 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.7% | -0.1% | 4.8 | 18,704 | +316 | 5 | — |
| ☆TER funds › | TERADYNE INC | TRIM | — | 1.7% | +0.5% | 4.6 | 9,440 | -50 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 1.7% | +0.5% | 4.5 | 15,176 | +137 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 1.7% | +0.1% | 4.5 | 4,454 | +36 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 1.6% | -0.6% | 4.4 | 31,956 | +240 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 1.5% | -0.1% | 4.2 | 8,043 | +89 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 1.5% | +0.4% | 4.0 | 9,651 | +175 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | ADD | — | 1.5% | -0.1% | 4.0 | 15,370 | +174 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.4% | +0.1% | 3.9 | 15,598 | +309 | 5 | — |
| ☆NVS funds › | NOVARTIS AG | ADD | — | 1.3% | -0.1% | 3.6 | 23,278 | +347 | 5 | — |
| ☆ECL funds › | ECOLAB INC | ADD | — | 1.3% | -0.0% | 3.6 | 13,054 | +338 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 1.3% | -0.2% | 3.6 | 21,010 | +323 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 1.3% | -0.1% | 3.5 | 9,925 | +189 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 1.3% | -0.1% | 3.5 | 15,692 | +324 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 1.3% | -0.2% | 3.5 | 39,829 | +607 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 1.3% | +0.0% | 3.5 | 21,505 | +473 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 1.3% | +0.3% | 3.4 | 7,128 | -52 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 1.2% | -0.0% | 3.3 | 9,498 | +256 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 1.2% | -0.1% | 3.3 | 22,413 | +630 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 1.2% | -0.1% | 3.2 | 27,716 | +646 | 5 | — |
| ☆AFL funds › | AFLAC INC | ADD | Common Stock | 1.2% | -0.0% | 3.2 | 27,589 | +517 | 5 | — |
| ☆USB funds › | US BANCORP | ADD | — | 1.2% | +0.1% | 3.2 | 52,593 | +1,371 | 5 | — |
| ☆SRE funds › | SEMPRA | ADD | — | 1.1% | -0.1% | 3.0 | 32,337 | +742 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | ADD | — | 1.1% | -0.1% | 3.0 | 10,212 | +222 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 1.1% | +0.0% | 3.0 | 20,888 | +453 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 1.1% | +0.1% | 2.9 | 51,679 | -121 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | ADD | — | 1.1% | +0.0% | 2.9 | 8,359 | +248 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.0% | -0.2% | 2.9 | 3,050 | +59 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 1.0% | -0.1% | 2.8 | 14,993 | +64 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 1.0% | -0.1% | 2.7 | 2,834 | +69 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | ADD | — | 1.0% | -0.1% | 2.7 | 46,968 | +995 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 1.0% | -0.0% | 2.7 | 7,933 | +216 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 1.0% | +0.3% | 2.6 | 1,323 | +5 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 1.0% | -0.2% | 2.6 | 9,662 | +362 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 1.0% | -0.0% | 2.6 | 7,175 | +280 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.9% | -0.3% | 2.6 | 15,506 | +680 | 5 | — |
| ☆UBS funds › | UBS GROUP AG | TRIM | — | 0.9% | +0.1% | 2.5 | 51,081 | -119 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.9% | -0.3% | 2.5 | 59,584 | +1,368 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 0.9% | -0.0% | 2.5 | 9,286 | +337 | 5 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | TRIM | — | 0.9% | +0.1% | 2.5 | 28,516 | -63 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.9% | -0.2% | 2.5 | 100,722 | +4,395 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.9% | +0.0% | 2.5 | 22,838 | +709 | 5 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 0.9% | +0.0% | 2.4 | 18,325 | +541 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.9% | -0.1% | 2.4 | 24,419 | +756 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.9% | +0.1% | 2.3 | 22,843 | +703 | 5 | — |
| ☆XEL funds › | XCEL ENERGY INC | ADD | — | 0.9% | -0.0% | 2.3 | 28,886 | +1,135 | 5 | — |
| ☆IP funds › | INTERNATIONAL PAPER CO | ADD | — | 0.9% | +0.0% | 2.3 | 60,759 | +3,304 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | ADD | — | 0.8% | +0.0% | 2.3 | 10,136 | +412 | 5 | — |
| ☆SYY funds › | SYSCO CORP | ADD | — | 0.8% | +0.1% | 2.3 | 27,133 | +1,083 | 5 | — |
| ☆HSBC funds › | HSBC HLDGS PLC | ADD | — | 0.8% | +0.0% | 2.2 | 22,722 | +244 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.8% | +0.1% | 2.1 | 5,820 | +153 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.7% | -0.2% | 2.0 | 15,026 | +635 | 5 | — |
| ☆IHG funds › | INTERCONTINENTAL HOTELS GROU | ADD | — | 0.7% | +0.1% | 2.0 | 11,526 | +120 | 5 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.7% | -0.4% | 2.0 | 94,675 | +3,475 | 5 | — |
| ☆AWK funds › | AMERICAN WTR WKS CO INC NEW | ADD | — | 0.7% | -0.1% | 1.9 | 14,688 | +746 | 5 | — |
| ☆BTI funds › | BRITISH AMERN TOB PLC | ADD | — | 0.6% | -0.0% | 1.7 | 27,111 | +405 | 5 | — |
| ☆LII funds › | LENNOX INTL INC | ADD | — | 0.6% | +0.1% | 1.6 | 2,814 | +44 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | ADD | — | 0.6% | +0.0% | 1.6 | 3,224 | +21 | 5 | — |
| ☆WRB funds › | BERKLEY W R CORP | ADD | — | 0.6% | -0.0% | 1.6 | 22,183 | +584 | 5 | — |
| ☆NDSN funds › | NORDSON CORP | ADD | — | 0.5% | +0.0% | 1.5 | 4,854 | +143 | 5 | — |
| ☆AZN funds › | ASTRAZENECA PLC | ADD | — | 0.5% | -0.1% | 1.4 | 7,369 | +227 | 2 | — |
| ☆RIO funds › | RIO TINTO PLC | ADD | — | 0.5% | -0.0% | 1.4 | 14,494 | +254 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 0.5% | -0.1% | 1.3 | 7,910 | +461 | 5 | — |
| ☆SU funds › | SUNCOR ENERGY INC NEW | ADD | — | 0.5% | -0.2% | 1.3 | 24,692 | +414 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.5% | -0.0% | 1.3 | 11,144 | -219 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.5% | -0.0% | 1.3 | 9,886 | -175 | 5 | — |
| ☆ELAN funds › | ELANCO ANIMAL HEALTH INC | ADD | — | 0.5% | -0.0% | 1.3 | 51,314 | +1,795 | 5 | — |
| ☆NKE funds › | NIKE INC | ADD | — | 0.5% | -0.1% | 1.3 | 30,602 | +2,259 | 5 | — |
| ☆CRL funds › | CHARLES RIV LABS INTL INC | ADD | — | 0.5% | +0.1% | 1.3 | 5,523 | +227 | 5 | — |
| ☆TDY funds › | TELEDYNE TECHNOLOGIES INC | ADD | — | 0.5% | +0.0% | 1.3 | 1,875 | +44 | 5 | — |
| ☆FICO funds › | FAIR ISAAC CORP | ADD | — | 0.4% | +0.0% | 1.2 | 1,018 | +42 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.4% | -0.0% | 1.2 | 14,941 | -170 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | TRIM | — | 0.4% | -0.0% | 1.2 | 16,103 | -396 | 5 | — |
| ☆ASX funds › | ASE TECHNOLOGY HLDG CO LTD | TRIM | — | 0.4% | +0.2% | 1.2 | 26,531 | -250 | 5 | — |
| ☆MTDR funds › | MATADOR RES CO | ADD | — | 0.4% | -0.2% | 1.2 | 23,661 | +421 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.4% | +0.0% | 1.1 | 3,238 | -50 | 5 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | HOLD | — | 0.4% | +0.0% | 1.1 | 7,484 | +0 | 5 | — |
| ☆UL funds › | UNILEVER PLC | ADD | — | 0.4% | -0.0% | 1.1 | 18,140 | +655 | 3 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | TRIM | — | 0.4% | -0.0% | 1.1 | 9,214 | -176 | 5 | — |
| ☆PHG funds › | KONINKLIJKE PHILIPS N V | ADD | — | 0.4% | -0.0% | 1.1 | 39,515 | +1,407 | 5 | — |
| ☆FTS funds › | FORTIS INC | ADD | — | 0.4% | -0.0% | 1.1 | 18,755 | +709 | 5 | — |
| ☆NGG funds › | NATIONAL GRID PLC | ADD | — | 0.4% | -0.0% | 1.1 | 12,802 | +505 | 5 | — |
| ☆TM funds › | TOYOTA MOTOR CORP | ADD | — | 0.4% | -0.1% | 1.0 | 6,062 | +247 | 5 | — |
| ☆PII funds › | POLARIS INC | ADD | — | 0.4% | +0.1% | 1.0 | 14,763 | +478 | 5 | — |
| ☆BP funds › | BP PLC | ADD | — | 0.4% | -0.1% | 1.0 | 27,076 | +801 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | HOLD | — | 0.4% | +0.0% | 1.0 | 2,009 | +0 | 5 | — |
| ☆DOCU funds › | DOCUSIGN INC | ADD | — | 0.4% | -0.0% | 1.0 | 22,123 | +824 | 5 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC | HOLD | — | 0.4% | -0.1% | 1.0 | 4,819 | +0 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.4% | +0.0% | 1.0 | 2,904 | -43 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.3% | -0.1% | 0.9 | 3,175 | +145 | 5 | — |
| ☆SMG funds › | SCOTTS MIRACLE-GRO CO | ADD | — | 0.3% | +0.0% | 0.9 | 13,151 | +531 | 5 | — |
| ☆DLB funds › | DOLBY LABORATORIES INC | ADD | — | 0.3% | -0.1% | 0.9 | 16,977 | +863 | 5 | — |
| ☆PPG funds › | PPG INDS INC | TRIM | — | 0.3% | +0.0% | 0.9 | 7,337 | -100 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.3% | -0.1% | 0.9 | 1,741 | +0 | 5 | — |
| ☆NTR funds › | NUTRIEN LTD | ADD | — | 0.3% | -0.1% | 0.9 | 14,012 | +665 | 5 | — |
| ☆JKHY funds › | HENRY JACK & ASSOC INC | ADD | — | 0.3% | -0.1% | 0.9 | 6,392 | +413 | 5 | — |
| ☆SONY funds › | SONY GROUP CORP | ADD | — | 0.3% | -0.0% | 0.9 | 42,871 | +1,303 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | ADD | — | 0.3% | +0.1% | 0.9 | 17,814 | +711 | 5 | — |
| ☆COO funds › | COOPER COS INC | ADD | — | 0.3% | -0.0% | 0.8 | 11,747 | +773 | 5 | — |
| ☆POOL funds › | POOL CORP | ADD | — | 0.3% | +0.0% | 0.8 | 3,914 | +259 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.3% | -0.0% | 0.8 | 3,036 | -60 | 5 | — |
| ☆NUE funds › | NUCOR CORP | HOLD | — | 0.3% | +0.0% | 0.8 | 3,677 | +0 | 5 | — |
| ☆SAP funds › | SAP SE | ADD | — | 0.3% | -0.1% | 0.8 | 5,271 | +215 | 5 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | HOLD | — | 0.3% | -0.0% | 0.8 | 12,576 | +0 | 5 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.3% | +0.0% | 0.8 | 9,257 | -152 | 5 | — |
| ☆CHE funds › | CHEMED CORP NEW | ADD | — | 0.3% | +0.0% | 0.8 | 1,664 | +74 | 5 | — |
| ☆SITE funds › | SITEONE LANDSCAPE SUPPLY INC | ADD | — | 0.3% | -0.0% | 0.8 | 6,684 | +593 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.3% | -0.0% | 0.7 | 1,437 | -31 | 5 | — |
| ☆RELX funds › | RELX PLC | ADD | — | 0.3% | -0.0% | 0.7 | 22,883 | +742 | 5 | — |
| ☆BCE funds › | BCE INC | ADD | — | 0.3% | -0.1% | 0.7 | 33,167 | +1,469 | 5 | — |
| ☆CPRT funds › | COPART INC | ADD | — | 0.3% | -0.1% | 0.7 | 25,164 | +1,419 | 5 | — |
| ☆DEO funds › | DIAGEO PLC | ADD | — | 0.3% | +0.0% | 0.7 | 8,476 | +365 | 5 | — |
| ☆FDS funds › | FACTSET RESH SYS INC | ADD | — | 0.3% | +0.0% | 0.7 | 2,958 | +166 | 5 | — |
| ☆EFX funds › | EQUIFAX INC | ADD | — | 0.2% | -0.0% | 0.7 | 4,209 | +276 | 5 | — |
| ☆BANF funds › | BANCFIRST CORP | HOLD | — | 0.2% | -0.0% | 0.6 | 5,701 | +0 | 3 | — |
| ☆MTN funds › | VAIL RESORTS INC | ADD | — | 0.2% | +0.0% | 0.6 | 4,641 | +299 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.6 | 1,226 | +0 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | TRIM | — | 0.2% | +0.0% | 0.6 | 2,440 | -39 | 5 | — |
| ☆EXPO funds › | EXPONENT INC | ADD | — | 0.2% | -0.0% | 0.6 | 10,184 | +1,037 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.2% | +0.0% | 0.6 | 2,450 | +0 | 5 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.2% | +0.2% | 0.6 | 252 | +252 | 1 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.2% | -0.0% | 0.5 | 3,256 | +0 | 5 | — |
| ☆AIG funds › | AMERICAN INTL GROUP INC | TRIM | — | 0.2% | -0.0% | 0.5 | 6,869 | -164 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.2% | +0.0% | 0.5 | 2,307 | +252 | 5 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | HOLD | — | 0.2% | +0.1% | 0.5 | 768 | +0 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 0.2% | +0.0% | 0.5 | 1,498 | +0 | 5 | — |
| ☆ENB funds › | ENBRIDGE INC | TRIM | — | 0.2% | -0.0% | 0.5 | 8,937 | -158 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 0.2% | -0.0% | 0.4 | 13,307 | -397 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | — | 0.2% | -0.0% | 0.4 | 2,498 | -31 | 5 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.4 | 1,250 | +1,250 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.1% | +0.0% | 0.4 | 1,318 | +0 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | TRIM | — | 0.1% | +0.0% | 0.3 | 4,714 | -87 | 5 | — |
| ☆TTE funds › | TOTALENERGIES SE | HOLD | — | 0.1% | -0.0% | 0.3 | 4,380 | +0 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.1% | +0.0% | 0.3 | 915 | +0 | 4 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 0.1% | -0.1% | 0.3 | 617 | +0 | 5 | — |
| ☆MFC funds › | MANULIFE FINL CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 7,100 | +0 | 5 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | TRIM | — | 0.1% | -0.0% | 0.3 | 3,427 | -86 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | NEW | — | 0.1% | +0.1% | 0.3 | 7,222 | +7,222 | 1 | — |
| ☆IONS funds › | IONIS PHARMACEUTICALS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 3,261 | +0 | 4 | — |
| ☆ADSK funds › | AUTODESK INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,309 | +0 | 5 | — |
| ☆JBHT funds › | HUNT J B TRANS SVCS INC | NEW | — | 0.1% | +0.1% | 0.3 | 874 | +874 | 1 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.1% | -0.1% | 0.2 | 3,274 | -65 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.1% | +0.1% | 0.2 | 180 | +180 | 1 | — |
| ☆AMPX funds › | AMPRIUS TECHNOLOGIES INC | HOLD | — | 0.1% | -0.0% | 0.1 | 10,000 | +0 | 2 | — |
| ☆ELDN funds › | ELEDON PHARMACEUTICALS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -30,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 272 | 149 | 0.07 | 20% | 0.011 | 0.189 | — | in |
| 2026Q1 | 246 | 145 | 0.08 | 19% | 0.011 | 0.170 | — | in |
| 2025Q4 | 241 | 143 | 0.05 | 20% | 0.011 | 0.178 | — | in |
| 2025Q3 | 238 | 144 | 0.05 | 21% | 0.011 | 0.184 | — | in |
| 2025Q2 | 226 | 144 | 0.05 | 20% | 0.011 | 0.198 | — | entered |
| 2025Q1 | 215 | 145 | 0.00 | 20% | 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