☆Coastwise Capital Group, LLC
Quality Q
0.126
AUM ($M)
172
Positions
143
Turnover
0.20
Top-10 wt
43%
Herfindahl
0.026
History (qtrs)
6
Excess Return
not eligible
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Holdings · 153 positions · portfolio value $172M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHD funds › | Sch US Div Equity Etf | ADD | — | 8.3% | +0.7% | 14.3 | 449,966 | +2,652 | 5 | — |
| ☆AAPL funds › | Apple Inc | ADD | — | 5.4% | +1.0% | 9.3 | 32,123 | +894 | 5 | — |
| ☆SPY funds › | S P D R TRUST Unit SR | ADD | — | 5.2% | +1.0% | 8.9 | 11,984 | +270 | 5 | — |
| ☆GOOGL funds › | Alphabet Inc. | ADD | — | 4.7% | +1.2% | 8.1 | 22,995 | +976 | 5 | — |
| ☆AMZN funds › | Amazon Com Inc | TRIM | — | 3.8% | +0.5% | 6.6 | 27,775 | -1,413 | 5 | — |
| ☆LRCX funds › | Lam Research Corporation | TRIM | — | 3.8% | +1.9% | 6.5 | 14,954 | -521 | 3 | — |
| ☆NVDA funds › | Nvidia Corp | ADD | — | 3.7% | +0.9% | 6.4 | 31,763 | +2,560 | 5 | — |
| ☆MSFT funds › | Microsoft Corp | ADD | — | 3.4% | +0.4% | 5.9 | 15,783 | +1,313 | 5 | — |
| ☆SCHV funds › | Schw US Lcap Val Etf | TRIM | — | 3.2% | +0.5% | 5.5 | 158,886 | -1,687 | 5 | — |
| ☆SPSM funds › | Spdr Portfolio S&P 600 | ADD | — | 1.8% | +0.4% | 3.2 | 54,963 | +3,016 | 5 | — |
| ☆TSLA funds › | Tesla Motors Inc | ADD | — | 1.7% | +0.3% | 2.9 | 6,923 | +11 | 5 | — |
| ☆META funds › | Meta Platforms Inc | ADD | — | 1.6% | +0.3% | 2.8 | 4,956 | +698 | 5 | — |
| ☆QQQ funds › | Invesco Qqq TRUST | TRIM | — | 1.3% | +0.2% | 2.3 | 3,145 | -346 | 5 | — |
| ☆VZ funds › | Verizon Communications | ADD | — | 1.3% | -0.2% | 2.3 | 54,261 | +711 | 5 | — |
| ☆DIA funds › | SPDR Dow Jones Ind ETF | TRIM | — | 1.2% | +0.2% | 2.1 | 4,054 | -52 | 5 | — |
| ☆CSCO funds › | Cisco Systems Inc | TRIM | — | 1.2% | +0.4% | 2.0 | 17,276 | -150 | 5 | — |
| ☆PFE funds › | Pfizer Incorporated | ADD | — | 1.1% | -0.1% | 1.9 | 80,028 | +4,074 | 5 | — |
| ☆INTC funds › | Intel Corp | TRIM | — | 1.1% | +0.7% | 1.9 | 13,685 | -1,871 | 5 | — |
| ☆SCHF funds › | Schw Intl Eq Etf | ADD | — | 1.1% | +0.3% | 1.8 | 65,298 | +9,593 | 5 | — |
| ☆QCOM funds › | Qualcomm Inc | TRIM | — | 1.0% | +0.3% | 1.8 | 9,648 | -615 | 5 | — |
| ☆BMY funds › | Bristol-Myers Squibb Co | ADD | — | 1.0% | +0.0% | 1.7 | 28,961 | +470 | 5 | — |
| ☆MRK funds › | Merck & Co Inc | ADD | — | 1.0% | +0.1% | 1.6 | 12,825 | +3 | 5 | — |
| ☆SBUX funds › | Starbucks Corp | ADD | — | 0.9% | +0.2% | 1.6 | 15,768 | +31 | 5 | — |
| ☆VYM funds › | Vanguard High Dividend | ADD | — | 0.9% | +0.1% | 1.6 | 10,144 | +357 | 5 | — |
| ☆BA funds › | Boeing Co | ADD | — | 0.9% | +0.1% | 1.6 | 7,334 | +243 | 5 | — |
| ☆CVX funds › | Chevron Corporation | ADD | — | 0.9% | -0.1% | 1.6 | 9,558 | +581 | 5 | — |
| ☆JNJ funds › | Johnson & Johnson | TRIM | — | 0.9% | +0.1% | 1.6 | 6,189 | -114 | 5 | — |
| ☆COST funds › | Costco Whsl Corp New | ADD | — | 0.9% | +0.1% | 1.6 | 1,674 | +171 | 5 | — |
| ☆SCHA funds › | Schw US Scap Etf | ADD | — | 0.9% | +0.2% | 1.5 | 42,900 | +1,791 | 5 | — |
| ☆FTSL funds › | First TRUST Senior Loan | TRIM | — | 0.9% | -0.0% | 1.5 | 34,211 | -2,244 | 5 | — |
| ☆T funds › | A T & T Inc New | ADD | — | 0.9% | -0.2% | 1.5 | 72,351 | +8,717 | 5 | — |
| ☆BAC funds › | Bank Of America Corp | TRIM | — | 0.9% | +0.1% | 1.5 | 26,040 | -320 | 5 | — |
| ☆LMT funds › | Lockheed Martin Corp | ADD | — | 0.9% | -0.1% | 1.5 | 2,910 | +8 | 5 | — |
| ☆GD funds › | General Dynamics Corp | HOLD | — | 0.8% | +0.1% | 1.4 | 3,902 | +0 | 5 | — |
| ☆KO funds › | Coca Cola Company | TRIM | — | 0.8% | +0.0% | 1.4 | 16,659 | -1,219 | 5 | — |
| ☆UNH funds › | Unitedhealth Group Inc | TRIM | — | 0.7% | +0.3% | 1.3 | 3,068 | -19 | 5 | — |
| ☆PG funds › | Procter & Gamble | ADD | — | 0.7% | +0.2% | 1.2 | 8,510 | +1,408 | 5 | — |
| ☆VOO funds › | Vanguard S&P 500 Etf | ADD | — | 0.7% | +0.2% | 1.2 | 1,815 | +144 | 5 | — |
| ☆AMGN funds › | Amgen Incorporated | ADD | — | 0.7% | +0.1% | 1.2 | 3,206 | +165 | 5 | — |
| ☆NFLX funds › | Netflix Inc | ADD | — | 0.7% | -0.2% | 1.1 | 16,054 | +524 | 5 | — |
| ☆JPM funds › | Jpmorgan Chase & Co | TRIM | — | 0.7% | +0.1% | 1.1 | 3,457 | -202 | 5 | — |
| ☆CAT funds › | Caterpillar Inc | TRIM | — | 0.6% | +0.2% | 1.1 | 1,045 | -65 | 5 | — |
| ☆PEP funds › | Pepsico Incorporated | ADD | — | 0.6% | +0.0% | 1.0 | 7,455 | +1,217 | 5 | — |
| ☆AMD funds › | Advanced Micro Devic | TRIM | — | 0.6% | +0.4% | 1.0 | 1,695 | -179 | 5 | — |
| ☆RTX funds › | Raytheon Technologies Co | ADD | — | 0.6% | +0.1% | 1.0 | 5,085 | +362 | 5 | — |
| ☆IWM funds › | Ishares Tr Russell | TRIM | — | 0.5% | +0.1% | 0.9 | 3,057 | -214 | 5 | — |
| ☆IVV funds › | Ishares Core S&P | ADD | — | 0.5% | +0.1% | 0.9 | 1,198 | +1 | 4 | — |
| ☆ABT funds › | Abbott Laboratories | ADD | — | 0.5% | +0.1% | 0.9 | 9,769 | +2,990 | 5 | — |
| ☆CRM funds › | Salesforce Com | TRIM | — | 0.5% | -0.1% | 0.9 | 5,595 | -273 | 5 | — |
| ☆DAL funds › | Delta Air Lines Inc New | TRIM | — | 0.5% | +0.1% | 0.9 | 9,344 | -485 | 5 | — |
| ☆AVGO funds › | Avago Technologies | ADD | — | 0.5% | +0.2% | 0.8 | 2,228 | +453 | 5 | — |
| ☆WYNN funds › | Wynn Resorts | ADD | — | 0.5% | +0.0% | 0.8 | 8,586 | +316 | 5 | — |
| ☆BRKB funds › | Berkshire Hathaway Cl B | ADD | — | 0.5% | +0.2% | 0.8 | 1,580 | +484 | 5 | — |
| ☆FTSM funds › | First TRUST Enhanced | TRIM | — | 0.5% | +0.0% | 0.8 | 13,098 | -349 | 5 | — |
| ☆C funds › | Citigroup Inc | TRIM | — | 0.4% | +0.1% | 0.7 | 5,259 | -11 | 5 | — |
| ☆SCHE funds › | Schw Emg Mkt Eq Etf | ADD | — | 0.4% | +0.1% | 0.7 | 20,114 | +2,706 | 5 | — |
| ☆NSC funds › | Norfolk Southern Corp | TRIM | — | 0.4% | +0.1% | 0.7 | 2,265 | -10 | 5 | — |
| ☆AAL funds › | American Airls Group Inc | ADD | — | 0.4% | +0.2% | 0.7 | 39,200 | +600 | 5 | — |
| ☆V funds › | Visa Inc Cl A | TRIM | — | 0.4% | +0.1% | 0.7 | 1,958 | -66 | 5 | — |
| ☆WFC funds › | Wells Fargo & Co New | ADD | — | 0.4% | +0.0% | 0.6 | 7,610 | +4 | 5 | — |
| ☆NEE funds › | Nextera Energy Inc | ADD | — | 0.4% | +0.0% | 0.6 | 7,053 | +229 | 5 | — |
| ☆BP funds › | Bp Plc Adr | ADD | — | 0.4% | -0.1% | 0.6 | 16,310 | +447 | 5 | — |
| ☆GM funds › | General Motors Co | TRIM | — | 0.3% | -0.0% | 0.6 | 7,711 | -1,301 | 5 | — |
| ☆IBB funds › | Ishares Nasdaq Bio Etf | ADD | — | 0.3% | +0.1% | 0.6 | 3,123 | +1 | 5 | — |
| ☆F funds › | Ford Motor Company New | TRIM | — | 0.3% | +0.0% | 0.6 | 42,630 | -7,415 | 5 | — |
| ☆UBER funds › | Uber Technologies Inc | ADD | — | 0.3% | +0.2% | 0.6 | 8,060 | +3,600 | 2 | — |
| ☆DIS funds › | Disney Walt Co | TRIM | — | 0.3% | +0.0% | 0.6 | 5,988 | -178 | 5 | — |
| ☆PGX funds › | Invesco Preferred ETF | ADD | — | 0.3% | +0.0% | 0.6 | 52,802 | +535 | 5 | — |
| ☆MDT funds › | Medtronic Inc | ADD | — | 0.3% | +0.0% | 0.6 | 7,105 | +1,205 | 5 | — |
| ☆HD funds › | Home Depot Inc | ADD | — | 0.3% | +0.1% | 0.5 | 1,537 | +98 | 5 | — |
| ☆VBR funds › | Vanguard Small Cap Value | ADD | — | 0.3% | +0.0% | 0.5 | 2,204 | +7 | 5 | — |
| ☆IWO funds › | Ishares Tr Russell | TRIM | — | 0.3% | +0.1% | 0.5 | 1,345 | -131 | 5 | — |
| ☆SCUS funds › | Schwab Ultra Short Income ETF | TRIM | — | 0.3% | +0.0% | 0.5 | 20,810 | -93 | 5 | — |
| ☆SCHP funds › | Sch US Tips Etf | ADD | — | 0.3% | +0.1% | 0.5 | 19,488 | +3,236 | 5 | — |
| ☆PFF funds › | Ishares S&P U S Pfd Fund | ADD | — | 0.3% | +0.1% | 0.5 | 16,500 | +3,880 | 5 | — |
| ☆XOM funds › | Exxon Mobil Corporation | NEW | — | 0.3% | +0.3% | 0.5 | 3,637 | +3,637 | 1 | — |
| ☆XBI funds › | Spdr S&P Biotech Etf | ADD | — | 0.3% | +0.1% | 0.5 | 3,092 | +2 | 5 | — |
| ☆VB funds › | Vanguard Small Cap | HOLD | — | 0.3% | +0.0% | 0.5 | 1,602 | +0 | 5 | — |
| ☆ETN funds › | Eaton Corporation | ADD | — | 0.3% | +0.1% | 0.4 | 1,031 | +253 | 2 | — |
| ☆RSP funds › | Guggenheim S&P 500 Equal | ADD | — | 0.2% | +0.0% | 0.4 | 2,021 | +34 | 4 | — |
| ☆FPE funds › | First TRUST Preferred | ADD | — | 0.2% | +0.0% | 0.4 | 23,919 | +220 | 5 | — |
| ☆IBM funds › | Intl Business Machines | TRIM | — | 0.2% | +0.0% | 0.4 | 1,517 | -6 | 5 | — |
| ☆TLT funds › | Ishares Tr Barclays Bond | TRIM | — | 0.2% | -0.0% | 0.4 | 4,894 | -962 | 5 | — |
| ☆ABBV funds › | Abbvie Inc | TRIM | — | 0.2% | +0.0% | 0.4 | 1,666 | -191 | 5 | — |
| ☆DEM funds › | Wisdomtree Emerging Mkts | ADD | — | 0.2% | +0.0% | 0.4 | 7,441 | +59 | 5 | — |
| ☆MS funds › | Morgan Stanley | ADD | — | 0.2% | +0.1% | 0.4 | 1,887 | +352 | 3 | — |
| ☆FNDX funds › | Schwab Fundamental US | ADD | — | 0.2% | +0.0% | 0.4 | 12,657 | +48 | 5 | — |
| ☆VEA funds › | Vanguard Msci Eafe Etf | ADD | — | 0.2% | +0.0% | 0.4 | 5,310 | +8 | 4 | — |
| ☆WMT funds › | Wal-Mart Stores Inc | ADD | — | 0.2% | +0.1% | 0.4 | 3,331 | +1,596 | 2 | — |
| ☆FNDA funds › | Schwab Fundamental US | ADD | — | 0.2% | +0.0% | 0.4 | 9,762 | +25 | 5 | — |
| ☆LLY funds › | Lilly Eli & Company | NEW | — | 0.2% | +0.2% | 0.4 | 308 | +308 | 1 | — |
| ☆ALK funds › | Alaska Air Group Inc De | ADD | — | 0.2% | +0.1% | 0.4 | 7,024 | +1,000 | 5 | — |
| ☆FNDE funds › | Sch Fnd Em Lg Etf | ADD | — | 0.2% | +0.0% | 0.4 | 9,099 | +44 | 5 | — |
| ☆VIG funds › | Vanguard Div Apprciation | NEW | — | 0.2% | +0.2% | 0.4 | 1,504 | +1,504 | 1 | — |
| ☆IJR funds › | Ishares Tr S&P Smallcap | ADD | — | 0.2% | +0.0% | 0.4 | 2,387 | +7 | 4 | — |
| ☆MU funds › | Micron Technology | NEW | — | 0.2% | +0.2% | 0.4 | 305 | +305 | 1 | — |
| ☆SLB funds › | Schlumberger Ltd | TRIM | — | 0.2% | -0.0% | 0.3 | 7,517 | -475 | 5 | — |
| ☆SCHG funds › | Schw US Lcap Gro Etf | TRIM | — | 0.2% | +0.0% | 0.3 | 10,296 | -1,590 | 5 | — |
| ☆COP funds › | Conocophillips | ADD | — | 0.2% | -0.0% | 0.3 | 3,341 | +149 | 2 | — |
| ☆ORCL funds › | Oracle Corporation | ADD | — | 0.2% | +0.0% | 0.3 | 2,344 | +258 | 2 | — |
| ☆IJH funds › | Ishares Tr S&P Midcap | ADD | — | 0.2% | +0.0% | 0.3 | 4,441 | +453 | 5 | — |
| ☆GILD funds › | Gilead Sciences Inc | TRIM | — | 0.2% | -0.1% | 0.3 | 2,707 | -739 | 5 | — |
| ☆XLK funds › | Sector Spdr Tech Select | TRIM | — | 0.2% | +0.1% | 0.3 | 1,786 | -112 | 5 | — |
| ☆XLE funds › | Sector Spdr Engy Select | TRIM | — | 0.2% | -0.0% | 0.3 | 6,289 | -51 | 5 | — |
| ☆SLYV funds › | Spdr S&P 600 Small Cap | ADD | — | 0.2% | +0.0% | 0.3 | 3,024 | +84 | 5 | — |
| ☆SCHW funds › | The Charles Schwab Corp | TRIM | — | 0.2% | -0.0% | 0.3 | 3,499 | -177 | 5 | — |
| ☆IBIT funds › | iShares Bitcoin Trust ETF | NEW | — | 0.2% | +0.2% | 0.3 | 9,616 | +9,616 | 1 | — |
| ☆NKE funds › | Nike Inc Class B | ADD | — | 0.2% | -0.0% | 0.3 | 7,753 | +66 | 2 | — |
| ☆TGT funds › | Target Corporation | TRIM | — | 0.2% | -0.0% | 0.3 | 2,355 | -545 | 5 | — |
| ☆O funds › | Realty Income Corp | ADD | — | 0.2% | +0.0% | 0.3 | 4,954 | +35 | 5 | — |
| ☆NOC funds › | Northrop Grumman Corp | HOLD | — | 0.2% | -0.0% | 0.3 | 600 | +0 | 5 | — |
| ☆CLX funds › | Clorox Company | ADD | — | 0.2% | +0.0% | 0.3 | 3,192 | +239 | 2 | — |
| ☆FNDF funds › | Schwab Fundamental Inl | ADD | — | 0.2% | +0.0% | 0.3 | 5,591 | +31 | 5 | — |
| ☆BSV funds › | Vanguard Short-Term Bond | TRIM | — | 0.2% | +0.0% | 0.3 | 3,681 | -27 | 5 | — |
| ☆XLV funds › | Sector Spdr Health Fund | TRIM | — | 0.2% | -0.0% | 0.3 | 1,801 | -327 | 5 | — |
| ☆IAU funds › | Ishares Tr Comex Gold | HOLD | — | 0.2% | -0.0% | 0.3 | 3,700 | +0 | 3 | — |
| ☆BLK funds › | Blackrock Inc | ADD | — | 0.2% | +0.0% | 0.3 | 279 | +23 | 4 | — |
| ☆CL funds › | Colgate-Palmolive Co | ADD | — | 0.1% | +0.0% | 0.3 | 2,796 | +16 | 5 | — |
| ☆ADBE funds › | Adobe Systems Inc | NEW | — | 0.1% | +0.1% | 0.2 | 1,216 | +1,216 | 1 | — |
| ☆MRNA funds › | Moderna Inc | NEW | — | 0.1% | +0.1% | 0.2 | 3,500 | +3,500 | 1 | — |
| ☆VLUE funds › | Ishares Msci Usa Value | NEW | — | 0.1% | +0.1% | 0.2 | 1,221 | +1,221 | 1 | — |
| ☆EEM funds › | Ishares Msci Emrg Mkt Fd | NEW | — | 0.1% | +0.1% | 0.2 | 3,525 | +3,525 | 1 | — |
| ☆GE funds › | General Electric Company | NEW | — | 0.1% | +0.1% | 0.2 | 641 | +641 | 1 | — |
| ☆VGK funds › | Vanguard European | ADD | — | 0.1% | +0.0% | 0.2 | 2,706 | +36 | 5 | — |
| ☆ARES funds › | Ares Management Corp | NEW | — | 0.1% | +0.1% | 0.2 | 2,134 | +2,134 | 1 | — |
| ☆PANW funds › | Palo Alto Networks Inc | NEW | — | 0.1% | +0.1% | 0.2 | 692 | +692 | 1 | — |
| ☆PM funds › | Philip Morris Intl Inc | ADD | — | 0.1% | +0.0% | 0.2 | 1,302 | +7 | 5 | — |
| ☆SPCX funds › | Space Exploration Technologies Corp. CL A | NEW | — | 0.1% | +0.1% | 0.2 | 1,355 | +1,355 | 1 | — |
| ☆VGT funds › | Vanguard Info Technology | NEW | — | 0.1% | +0.1% | 0.2 | 1,932 | +1,932 | 1 | — |
| ☆TJX funds › | T J X Cos Inc | NEW | — | 0.1% | +0.1% | 0.2 | 1,501 | +1,501 | 1 | — |
| ☆MCD funds › | Mc Donalds Corp | NEW | — | 0.1% | +0.1% | 0.2 | 814 | +814 | 1 | — |
| ☆IWB funds › | Ishares Tr Russell | NEW | — | 0.1% | +0.1% | 0.2 | 535 | +535 | 1 | — |
| ☆PHYS funds › | Sprott Physical Gold Etv | HOLD | — | 0.1% | -0.0% | 0.2 | 7,200 | +0 | 4 | — |
| ☆ECL funds › | Ecolab Inc | NEW | — | 0.1% | +0.1% | 0.2 | 775 | +775 | 1 | — |
| ☆PWCDF funds › | Power Corp Canada | NEW | — | 0.1% | +0.1% | 0.2 | 3,435 | +3,435 | 1 | — |
| ☆MCK funds › | Mckesson Corporation | HOLD | — | 0.1% | -0.0% | 0.2 | 282 | +0 | 5 | — |
| ☆NLY funds › | Annaly Capital Mgmt | NEW | — | 0.1% | +0.1% | 0.2 | 9,339 | +9,339 | 1 | — |
| ☆NOBL funds › | Proshares Etf | NEW | — | 0.1% | +0.1% | 0.2 | 3,579 | +3,579 | 1 | — |
| ☆PID funds › | Invesco International Dividends | NEW | — | 0.1% | +0.1% | 0.2 | 9,053 | +9,053 | 1 | — |
| ☆AES funds › | A E S Corp | NEW | Common Stock | 0.1% | +0.1% | 0.2 | 12,258 | +12,258 | 1 | — |
| ☆ETHA funds › | iShares Ethereum Trust ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 12,702 | +0 | 2 | — |
| ☆NUV funds › | Nuveen Mun Value Fd Inc | NEW | — | 0.1% | +0.1% | 0.1 | 12,917 | +12,917 | 1 | — |
| ☆XRX funds › | Xerox Holdings Corp | NEW | — | 0.0% | +0.0% | 0.1 | 16,359 | +16,359 | 1 | — |
| ☆CUSIP:360802102 funds › | American Fd Fundamental | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,851 | 0 | — |
| ☆CUSIP:30231G102 funds › | Exxon Mobil Corporation | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -3,234 | 0 | — |
| ☆CUSIP:808509855 funds › | Schwab S&P 500 Index Fd | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -37,392 | 0 | — |
| ☆DOW funds › | Dow Chemical Company | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,578 | 0 | — |
| ☆CUSIP:831681101 funds › | American Fd Small Cap | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,764 | 0 | — |
| ☆CUSIP:808515605 funds › | Schwab Value Advantage | EXIT | — | 0.0% | -4.2% | 0.0 | 0 | -7,500,620 | 0 | — |
| ☆CUSIP:808509848 funds › | Schwab Small Cap Index | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,979 | 0 | — |
| ☆CUSIP:808515696 funds › | Schwab Value Advantage | EXIT | — | 0.0% | -13.3% | 0.0 | 0 | -23,864,649 | 0 | — |
| ☆CUSIP:315792655 funds › | Fidelity Freedom 2035 | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -32,597 | 0 | — |
| ☆CUSIP:808509830 funds › | Schwab Intl Index Fund | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,001 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 172 | 143 | 0.20 | 43% | 0.026 | 0.126 | — | in |
| 2026Q1 | 180 | 128 | 0.13 | 49% | 0.037 | 0.272 | — | in |
| 2025Q4 | 200 | 226 | 0.28 | 44% | 0.031 | 0.069 | — | in |
| 2025Q3 | 142 | 131 | 0.06 | 42% | 0.026 | 0.264 | — | in |
| 2025Q2 | 126 | 124 | 0.08 | 42% | 0.026 | 0.252 | — | entered |
| 2025Q1 | 119 | 122 | 0.00 | 39% | 0.024 | 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