☆Prospect Hill Management, LLC
Quality Q
0.890
AUM ($M)
257
Positions
14
Turnover
0.03
Top-10 wt
98%
Herfindahl
0.360
History (qtrs)
6
Excess Return
—
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Holdings · 14 positions · portfolio value $257M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | ADD | — | 56.8% | -0.3% | 146.4 | 505,842 | +366 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 16.5% | -0.2% | 42.4 | 100,786 | +170 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 4.9% | -0.0% | 12.6 | 52,793 | +50 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 4.8% | +2.3% | 12.4 | 61,843 | +30,030 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 4.1% | +0.3% | 10.6 | 30,020 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 3.9% | +0.3% | 10.0 | 28,020 | +150 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 2.3% | -0.7% | 5.9 | 14,825 | +250 | 5 | — |
| ☆BAC funds › | BANK OF AMERICA CORP | TRIM | — | 2.0% | -0.5% | 5.3 | 92,500 | -25,000 | 5 | — |
| ☆NFLX funds › | NETFLIX INC | ADD | — | 1.8% | -0.9% | 4.5 | 63,514 | +1,001 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 1.2% | -0.2% | 3.0 | 5,800 | -500 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.6% | -0.1% | 1.5 | 3,000 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.5% | -0.1% | 1.3 | 2,380 | -25 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES | ADD | — | 0.5% | +0.2% | 1.2 | 9,950 | +5,500 | 2 | — |
| ☆AXP funds › | AMERICAN EXPRESS | HOLD | — | 0.2% | -0.0% | 0.5 | 1,375 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 257 | 14 | 0.03 | 98% | 0.360 | 0.890 | — | in |
| 2026Q1 | 224 | 14 | 0.02 | 98% | 0.363 | 0.887 | — | in |
| 2025Q4 | 247 | 13 | 0.02 | 98% | 0.351 | 0.876 | — | in |
| 2025Q3 | 234 | 14 | 0.05 | 98% | 0.349 | 0.847 | — | in |
| 2025Q2 | 194 | 15 | 0.07 | 97% | 0.326 | 0.824 | — | entered |
| 2025Q1 | 192 | 15 | 0.00 | 97% | 0.378 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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