☆Carmel Capital Partners, LLC
Quality Q
0.216
AUM ($M)
302
Positions
134
Turnover
0.18
Top-10 wt
45%
Herfindahl
0.040
History (qtrs)
6
Excess Return
—
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Holdings · 146 positions · portfolio value $302M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆USFR funds › | WISDOMTREE TR | ADD | — | 14.6% | +4.1% | 44.0 | 874,714 | +297,776 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 8.3% | -0.5% | 25.0 | 70,969 | -2,608 | 5 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 4.4% | +2.5% | 13.2 | 234,338 | +185,979 | 5 | — |
| ☆CGMS funds › | CAPITAL GRP FIXED INCM ETF T | TRIM | — | 3.3% | -0.3% | 10.1 | 369,264 | -3,707 | 5 | — |
| ☆IBTI funds › | ISHARES TR | ADD | — | 3.3% | +1.0% | 10.0 | 453,564 | +162,479 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.5% | +1.2% | 7.7 | 32,207 | +14,624 | 5 | — |
| ☆IVE funds › | ISHARES TR | NEW | — | 2.3% | +2.3% | 7.0 | 30,747 | +30,747 | 1 | — |
| ☆CLOX funds › | SERIES PORTFOLIOS TR | TRIM | — | 2.2% | -1.3% | 6.6 | 258,925 | -122,798 | 4 | — |
| ☆BSCT funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 2.2% | -0.2% | 6.5 | 352,309 | +1,104 | 5 | — |
| ☆BSCS funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 2.1% | -0.2% | 6.5 | 318,124 | +226 | 5 | — |
| ☆BSCV funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 2.1% | -0.2% | 6.5 | 395,166 | +4,780 | 4 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 2.1% | +0.3% | 6.4 | 34,770 | -4,836 | 5 | — |
| ☆LEN funds › | LENNAR CORP | TRIM | — | 2.1% | -1.0% | 6.3 | 69,945 | -28,390 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 1.8% | +0.1% | 5.4 | 12,922 | +547 | 5 | — |
| ☆PFXF funds › | VANECK ETF TRUST | TRIM | — | 1.7% | -0.8% | 5.3 | 296,250 | -98,371 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.7% | +0.1% | 5.0 | 14,150 | -557 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 1.5% | +0.4% | 4.4 | 6,126 | -2,252 | 5 | — |
| ☆APG funds › | API GROUP CORP | TRIM | — | 1.2% | -0.4% | 3.7 | 86,506 | -22,227 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.2% | +0.1% | 3.5 | 12,256 | +222 | 5 | — |
| ☆ON funds › | ON SEMICONDUCTOR CORP | TRIM | — | 1.1% | -0.3% | 3.5 | 36,549 | -30,090 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 1.0% | -0.1% | 3.1 | 35,599 | +441 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | TRIM | — | 1.0% | -0.1% | 3.0 | 10,801 | -692 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | TRIM | — | 1.0% | -0.1% | 3.0 | 69,851 | -2,669 | 5 | — |
| ☆ARI funds › | APOLLO COML REAL ESTATE FIN | TRIM | — | 1.0% | -0.3% | 3.0 | 278,434 | -57,828 | 4 | — |
| ☆CUSIP:920253101 funds › | VALMONT INDS INC | TRIM | — | 1.0% | +0.1% | 3.0 | 5,140 | -1,094 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 1.0% | +0.0% | 3.0 | 14,775 | -580 | 5 | — |
| ☆DG funds › | DOLLAR GEN CORP | TRIM | — | 1.0% | -0.2% | 2.9 | 25,626 | -1,361 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.9% | -0.2% | 2.8 | 30,862 | -2,052 | 5 | — |
| ☆STWD funds › | STARWOOD PPTY TR INC | TRIM | — | 0.9% | -0.3% | 2.7 | 165,237 | -32,626 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | TRIM | — | 0.9% | -0.2% | 2.7 | 36,760 | -15,031 | 5 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | TRIM | — | 0.9% | -0.2% | 2.6 | 22,282 | -3,774 | 5 | — |
| ☆HOOD funds › | ROBINHOOD MKTS INC | ADD | — | 0.9% | +0.4% | 2.6 | 26,147 | +9,459 | 2 | — |
| ☆HLT funds › | HILTON WORLDWIDE HLDGS INC | TRIM | — | 0.9% | -0.1% | 2.6 | 7,930 | -630 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 0.9% | -0.0% | 2.6 | 7,819 | -656 | 5 | — |
| ☆BXMT funds › | BLACKSTONE MORTGAGE TRUST IN | NEW | — | 0.8% | +0.8% | 2.5 | 147,264 | +147,264 | 1 | — |
| ☆FWONK funds › | LIBERTY MEDIA CORP DEL | ADD | — | 0.8% | +0.1% | 2.4 | 25,617 | +3,737 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 0.8% | +0.0% | 2.4 | 1,390 | +168 | 5 | — |
| ☆PHG funds › | KONINKLIJKE PHILIPS N V | TRIM | — | 0.8% | -0.4% | 2.3 | 85,126 | -29,803 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | +0.4% | 2.1 | 3,798 | +2,245 | 5 | — |
| ☆LENB funds › | LENNAR CORP | HOLD | — | 0.7% | -0.0% | 2.1 | 23,152 | +0 | 5 | — |
| ☆QXO funds › | QXO INC | TRIM | — | 0.7% | -0.2% | 2.0 | 116,278 | -5,632 | 4 | — |
| ☆RPM funds › | RPM INTL INC | TRIM | — | 0.6% | -0.2% | 1.9 | 17,055 | -6,126 | 5 | — |
| ☆MRP funds › | MILLROSE PPTYS INC | HOLD | — | 0.6% | -0.0% | 1.9 | 62,752 | +0 | 5 | — |
| ☆Z funds › | ZILLOW GROUP INC | ADD | — | 0.6% | +0.2% | 1.9 | 59,526 | +30,520 | 5 | — |
| ☆HCA funds › | HCA HEALTHCARE INC | TRIM | — | 0.6% | -0.5% | 1.8 | 4,579 | -1,651 | 5 | — |
| ☆IR funds › | INGERSOLL RAND INC | TRIM | — | 0.6% | -0.3% | 1.8 | 21,428 | -8,434 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 0.6% | -0.2% | 1.7 | 8,687 | -3,415 | 5 | — |
| ☆EME funds › | EMCOR GROUP INC | TRIM | — | 0.5% | -0.4% | 1.6 | 1,973 | -1,522 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.5% | -0.3% | 1.6 | 22,206 | -8,816 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.5% | +0.0% | 1.6 | 4,313 | -80 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.5% | +0.1% | 1.6 | 7,535 | -7 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.5% | +0.1% | 1.6 | 3,101 | +527 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | TRIM | — | 0.5% | -0.3% | 1.5 | 3,013 | -3,263 | 5 | — |
| ☆DHI funds › | D R HORTON INC | TRIM | — | 0.5% | -0.1% | 1.5 | 8,964 | -3,489 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.4% | -0.0% | 1.2 | 17,229 | -599 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | ADD | — | 0.4% | -0.0% | 1.2 | 612 | +27 | 5 | — |
| ☆BA funds › | BOEING CO | HOLD | — | 0.4% | -0.0% | 1.2 | 5,501 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 1.0 | 12,800 | +9,589 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 1.0 | 3,107 | +72 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.3% | +0.0% | 1.0 | 11,329 | +9 | 5 | — |
| ☆DASH funds › | DOORDASH INC | TRIM | — | 0.3% | -0.1% | 1.0 | 5,313 | -2,138 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 1.0 | 1,394 | +0 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.3% | -0.0% | 0.9 | 11,523 | +16 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | ADD | — | 0.3% | +0.2% | 0.9 | 894 | +2 | 3 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.3% | +0.0% | 0.8 | 8,007 | +1,609 | 2 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.3% | +0.0% | 0.8 | 2,057 | +183 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.3% | +0.0% | 0.8 | 647 | -10 | 5 | — |
| ☆ZJUL funds › | INNOVATOR ETFS TRUST | NEW | — | 0.3% | +0.3% | 0.8 | 25,700 | +25,700 | 1 | — |
| ☆PRM funds › | PERIMETER SOLUTIONS INC | ADD | — | 0.2% | +0.1% | 0.7 | 20,745 | +951 | 3 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.7 | 974 | +0 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | NEW | — | 0.2% | +0.2% | 0.7 | 2,031 | +2,031 | 1 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | NEW | — | 0.2% | +0.2% | 0.7 | 15,197 | +15,197 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.2% | -0.0% | 0.7 | 1,880 | +83 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.2% | +0.2% | 0.7 | 2,007 | +2,007 | 1 | — |
| ☆WRB funds › | BERKLEY W R CORP | ADD | — | 0.2% | +0.0% | 0.7 | 9,679 | +802 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.1% | 0.7 | 1,903 | +575 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.7 | 22,518 | +2,430 | 5 | — |
| ☆SE funds › | SEA LTD | HOLD | — | 0.2% | +0.0% | 0.6 | 6,500 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | +0.0% | 0.6 | 10,301 | -73 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.2% | -0.0% | 0.6 | 650 | -36 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.6 | 17,779 | +1,501 | 4 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.2% | -0.1% | 0.6 | 4,937 | -409 | 2 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.2% | +0.1% | 0.5 | 6,609 | +5,958 | 3 | — |
| ☆KKR funds › | KKR & CO INC | NEW | — | 0.2% | +0.2% | 0.5 | 5,923 | +5,923 | 1 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | HOLD | — | 0.2% | -0.0% | 0.5 | 3,000 | +0 | 2 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | TRIM | — | 0.2% | +0.0% | 0.5 | 2,322 | -46 | 5 | — |
| ☆FTI funds › | TECHNIPFMC PLC | HOLD | — | 0.2% | -0.0% | 0.5 | 7,500 | +0 | 5 | — |
| ☆JAJL funds › | INNOVATOR ETFS TRUST | NEW | — | 0.2% | +0.2% | 0.5 | 16,300 | +16,300 | 1 | — |
| ☆HHH funds › | HOWARD HUGHES HOLDINGS INC | NEW | — | 0.2% | +0.2% | 0.5 | 6,616 | +6,616 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.2% | -0.2% | 0.5 | 3,326 | -1,600 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.4 | 5,334 | +0 | 5 | — |
| ☆CEF funds › | SPROTT ASSET MANAGEMENT LP | HOLD | — | 0.1% | -0.0% | 0.4 | 10,606 | +0 | 3 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.1% | -0.2% | 0.4 | 4,196 | -6,125 | 5 | — |
| ☆JEF funds › | JEFFERIES FINANCIAL GROUP IN | TRIM | — | 0.1% | +0.0% | 0.4 | 7,939 | -8 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,051 | +2 | 3 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 1,598 | +404 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.1% | +0.0% | 0.3 | 324 | +4 | 2 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,886 | -400 | 5 | — |
| ☆IEFA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 3,485 | +0 | 2 | — |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 1,908 | +0 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,210 | +0 | 5 | — |
| ☆ADEA funds › | ADEIA INC | TRIM | — | 0.1% | +0.0% | 0.3 | 8,950 | -1,609 | 5 | — |
| ☆CUSIP:45784N874 funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 9,100 | +9,100 | 1 | — |
| ☆EWY funds › | ISHARES INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,414 | +1,414 | 1 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 0.3 | 941 | -45 | 5 | — |
| ☆SPBW funds › | AIM ETF PRODUCTS TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 9,790 | +9,790 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,035 | -22 | 5 | — |
| ☆MAYW funds › | AIM ETF PRODUCTS TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 8,000 | +8,000 | 1 | — |
| ☆JUNW funds › | AIM ETF PRODUCTS TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 7,800 | +7,800 | 1 | — |
| ☆APOC funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 10,025 | +10,025 | 1 | — |
| ☆SNOW funds › | SNOWFLAKE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,027 | +1,027 | 1 | — |
| ☆GHC funds › | GRAHAM HLDGS CO | NEW | — | 0.1% | +0.1% | 0.3 | 227 | +227 | 1 | — |
| ☆BWXT funds › | BWX TECHNOLOGIES INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,325 | +0 | 3 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.2 | 957 | +957 | 1 | — |
| ☆BBUC funds › | BROOKFIELD BUSINESS CORP | ADD | — | 0.1% | +0.0% | 0.2 | 7,902 | +1,323 | 2 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.1% | +0.0% | 0.2 | 989 | -1 | 3 | — |
| ☆WELL funds › | WELLTOWER INC | TRIM | — | 0.1% | +0.0% | 0.2 | 1,025 | -6 | 2 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 949 | -72 | 2 | — |
| ☆IBTH funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 10,000 | +0 | 3 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,591 | +2,591 | 1 | — |
| ☆CUSIP:45782C615 funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 3,550 | +3,550 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.1% | -0.0% | 0.2 | 595 | +25 | 2 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 4,517 | -203 | 3 | — |
| ☆BAC funds › | BANK OF AMER CORP | NEW | — | 0.1% | +0.1% | 0.2 | 3,660 | +3,660 | 1 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.1% | -0.0% | 0.2 | 409 | +70 | 2 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | NEW | — | 0.1% | +0.1% | 0.2 | 878 | +878 | 1 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 500 | -96 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | NEW | — | 0.1% | +0.1% | 0.2 | 604 | +604 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 201 | +201 | 1 | — |
| ☆VICI funds › | VICI PPTYS INC | NEW | — | 0.1% | +0.1% | 0.2 | 7,536 | +7,536 | 1 | — |
| ☆MSIF funds › | MSC INCOME FUND INC | TRIM | — | 0.1% | -0.0% | 0.2 | 14,452 | -3,860 | 3 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.2 | 275 | +275 | 1 | — |
| ☆TMDX funds › | TRANSMEDICS GROUP INC | NEW | — | 0.0% | +0.0% | 0.1 | 2,000 | +2,000 | 1 | — |
| ☆GNLX funds › | GENELUX CORPORATION | NEW | — | 0.0% | +0.0% | 0.0 | 10,000 | +10,000 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -926 | 0 | — |
| ☆CCK funds › | CROWN HLDGS INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -20,492 | 0 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -14,139 | 0 | — |
| ☆RH funds › | RH | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -12,262 | 0 | — |
| ☆QQQ funds › | INVESCO QQQ TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -3,043 | 0 | — |
| ☆EOSE funds › | EOS ENERGY ENTERPRISES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -24,100 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -994 | 0 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -22,444 | 0 | — |
| ☆CLOZ funds › | SERIES PORTFOLIOS TR | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -123,439 | 0 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -15,742 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -12,262 | 0 | — |
| ☆IQV funds › | IQVIA HLDGS INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -17,226 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 302 | 134 | 0.18 | 45% | 0.040 | 0.215 | — | in |
| 2026Q1 | 277 | 118 | 0.12 | 41% | 0.030 | 0.286 | — | in |
| 2025Q4 | 285 | 113 | 0.17 | 40% | 0.030 | 0.159 | — | in |
| 2025Q3 | 237 | 104 | 0.20 | 51% | 0.048 | 0.188 | — | in |
| 2025Q2 | 285 | 154 | 0.15 | 44% | 0.034 | 0.260 | — | entered |
| 2025Q1 | 254 | 150 | 0.00 | 48% | 0.043 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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