☆CASTLE WEALTH MANAGEMENT LLC
Quality Q
0.389
AUM ($M)
338
Positions
143
Turnover
0.05
Top-10 wt
37%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—
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Holdings · 148 positions · portfolio value $338M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆TBLL funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 7.1% | -1.3% | 23.9 | 226,266 | -18,720 | 5 | — |
| ☆PYLD funds › | PIMCO ETF TR | ADD | — | 5.2% | -0.2% | 17.7 | 667,152 | +20,489 | 5 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 4.2% | -0.4% | 14.0 | 277,549 | +495 | 5 | — |
| ☆TFLR funds › | T ROWE PRICE EXCHANGE-TRADED | ADD | — | 4.0% | -0.4% | 13.5 | 267,075 | +388 | 5 | — |
| ☆PEMX funds › | PUTNAM ETF TRUST | TRIM | — | 3.6% | +0.5% | 12.0 | 131,176 | -1,950 | 5 | — |
| ☆PVAL funds › | PUTNAM ETF TRUST | ADD | — | 3.4% | +0.1% | 11.5 | 226,122 | +3,532 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 2.8% | -0.2% | 9.3 | 104,669 | -1,553 | 5 | — |
| ☆WTPI funds › | WISDOMTREE TR | ADD | — | 2.8% | -0.1% | 9.3 | 284,265 | +8,657 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.2% | +0.0% | 7.5 | 254,678 | -8,775 | 5 | — |
| ☆ICSH funds › | ISHARES TR | ADD | — | 2.2% | +0.7% | 7.3 | 143,581 | +53,393 | 2 | — |
| ☆SMIG funds › | ETF SER SOLUTIONS | TRIM | — | 2.1% | -0.0% | 7.0 | 214,231 | -6,085 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 2.0% | +0.1% | 6.9 | 55,342 | +458 | 5 | — |
| ☆PAVE funds › | GLOBAL X FDS | TRIM | — | 2.0% | +0.1% | 6.9 | 117,147 | -3,584 | 5 | — |
| ☆IMCG funds › | ISHARES TR | ADD | — | 1.9% | +0.2% | 6.5 | 66,107 | +446 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 1.9% | +0.1% | 6.4 | 83,325 | -269 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.9% | +0.1% | 6.4 | 22,134 | +82 | 5 | — |
| ☆PPA funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 1.9% | +0.0% | 6.4 | 36,156 | +1,224 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | ADD | — | 1.9% | -0.0% | 6.3 | 119,942 | +7,718 | 5 | — |
| ☆REZ funds › | ISHARES TR | ADD | — | 1.7% | +0.1% | 5.9 | 62,096 | +1,550 | 5 | — |
| ☆JPEF funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 1.6% | +0.0% | 5.5 | 68,720 | -1,182 | 5 | — |
| ☆IAUM funds › | ISHARES GOLD TRUST MICRO | ADD | — | 1.5% | -0.4% | 5.1 | 128,624 | +1,656 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.5% | -0.1% | 5.1 | 94,801 | +1,942 | 4 | — |
| ☆DIVI funds › | FRANKLIN TEMPLETON ETF TR | TRIM | — | 1.5% | -0.1% | 5.1 | 119,398 | -2,835 | 5 | — |
| ☆OUSM funds › | ALPS ETF TR | ADD | ETP | 1.5% | +0.0% | 5.0 | 105,822 | +941 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 1.5% | +0.2% | 5.0 | 16,588 | -57 | 5 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | ADD | — | 1.4% | +0.1% | 4.8 | 70,076 | +1,033 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.4% | -0.1% | 4.6 | 12,228 | +323 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 1.3% | +0.0% | 4.6 | 6,188 | -803 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.2% | -0.0% | 4.0 | 75,835 | -2,005 | 5 | — |
| ☆RQI funds › | COHEN & STEERS QUALITY INCOM | ADD | — | 1.1% | +0.0% | 3.7 | 301,114 | +20,325 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 1.0% | +0.0% | 3.4 | 13,909 | -219 | 5 | — |
| ☆INDS funds › | PACER FDS TR | TRIM | — | 1.0% | -0.0% | 3.3 | 83,096 | -318 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 1.0% | -0.0% | 3.3 | 46,785 | -1,007 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.0% | +0.0% | 3.3 | 8,701 | -610 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.0% | +0.1% | 3.2 | 9,039 | +12 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.9% | +0.0% | 3.1 | 13,093 | -6 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.9% | +0.2% | 2.9 | 3,919 | +762 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.9% | +0.0% | 2.9 | 7,143 | -49 | 5 | — |
| ☆GDX funds › | VANECK ETF TRUST | ADD | — | 0.8% | -0.3% | 2.7 | 35,829 | +126 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.7% | +0.0% | 2.5 | 7,701 | +52 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.6% | +0.0% | 2.2 | 10,867 | -115 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.6% | +0.0% | 2.1 | 17,232 | +12,924 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 2.1 | 9,310 | -398 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.5% | +0.1% | 1.8 | 15,142 | +13,249 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.5% | +0.1% | 1.8 | 5,047 | -14 | 5 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.5% | -0.0% | 1.8 | 40,082 | +47 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.5% | +0.0% | 1.7 | 2,335 | -87 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.5% | +0.0% | 1.7 | 1,723 | -46 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.5% | +0.0% | 1.7 | 4,839 | +97 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.5% | -0.1% | 1.6 | 17,877 | -565 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.4% | -0.0% | 1.5 | 2,692 | +96 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | ADD | — | 0.4% | -0.0% | 1.5 | 81,837 | +3,043 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.4% | -0.0% | 1.4 | 2,752 | -10 | 2 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.4% | +0.0% | 1.4 | 3,169 | -39 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.4% | -0.1% | 1.3 | 5,977 | +142 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.4% | -0.0% | 1.3 | 3,594 | +181 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.4% | -0.0% | 1.3 | 2,555 | -46 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.4% | -0.0% | 1.2 | 8,318 | +17 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.3% | +0.1% | 1.1 | 2,721 | -139 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.3% | -0.0% | 1.1 | 4,417 | +90 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.3% | -0.1% | 1.1 | 6,403 | -163 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | -0.1% | 1.0 | 9,197 | +134 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.3% | -0.1% | 1.0 | 1,111 | +2 | 5 | — |
| ☆CSX funds › | CSX CORP | TRIM | — | 0.3% | +0.0% | 1.0 | 21,523 | -143 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.3% | -0.1% | 0.9 | 6,046 | -124 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.3% | +0.0% | 0.9 | 27,510 | -941 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.9 | 6,726 | +0 | 5 | — |
| ☆FSMB funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.3% | -0.1% | 0.9 | 46,210 | -5,732 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.3% | -0.0% | 0.9 | 6,196 | -257 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.3% | -0.1% | 0.9 | 1,739 | +58 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.3% | +0.1% | 0.9 | 1,188 | -2 | 5 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.2% | -0.0% | 0.8 | 8,892 | -847 | 5 | — |
| ☆SYY funds › | SYSCO CORP | NEW | — | 0.2% | +0.2% | 0.8 | 9,663 | +9,663 | 1 | — |
| ☆RSPT funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | +0.1% | 0.8 | 12,370 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.8 | 3,127 | +161 | 5 | — |
| ☆IVOO funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 0.2% | -0.0% | 0.8 | 5,812 | -293 | 5 | — |
| ☆IWN funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 2,989 | +1 | 5 | — |
| ☆IWO funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.7 | 1,672 | +0 | 5 | — |
| ☆MLM funds › | MARTIN MARIETTA MATLS INC | TRIM | — | 0.2% | -0.0% | 0.6 | 1,079 | -3 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.0% | 0.6 | 16,485 | +0 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.2% | +0.0% | 0.6 | 2,733 | -60 | 5 | — |
| ☆IWR funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.5 | 4,960 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.2% | +0.0% | 0.5 | 1,400 | +38 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.5 | 3,468 | +308 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.5 | 1,846 | +231 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.5 | 18,002 | +0 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 4,703 | -53 | 5 | — |
| ☆GBDC funds › | GOLUB CAP BDC INC | ADD | — | 0.1% | +0.0% | 0.5 | 35,043 | +3,217 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.4 | 2,355 | +1 | 5 | — |
| ☆CUSIP:46138J775 funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.1% | -0.0% | 0.4 | 5,024 | -113 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 3,184 | -73 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 1,397 | +1 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | -0.0% | 0.4 | 2,651 | +2 | 5 | — |
| ☆OBDC funds › | BLUE OWL CAPITAL CORPORATION | ADD | — | 0.1% | -0.0% | 0.4 | 37,684 | +388 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 4,161 | +0 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.4 | 4,824 | +1,644 | 4 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | -0.0% | 0.4 | 12,565 | +96 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.1% | +0.0% | 0.4 | 338 | +0 | 4 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.4 | 2,495 | +151 | 5 | — |
| ☆DGRO funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 5,051 | -303 | 5 | — |
| ☆VCR funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.4 | 956 | +6 | 5 | — |
| ☆IYR funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 3,619 | +1 | 5 | — |
| ☆PXF funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.4 | 4,831 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 0.4 | 3,038 | +74 | 5 | — |
| ☆DVY funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,233 | +0 | 5 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.3 | 4,630 | +0 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.3 | 9,542 | +0 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,336 | +1,336 | 1 | — |
| ☆TAXF funds › | AMERICAN CENTY ETF TR | NEW | — | 0.1% | +0.1% | 0.3 | 6,332 | +6,332 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.1% | +0.0% | 0.3 | 299 | +0 | 2 | — |
| ☆MUB funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,916 | +0 | 4 | — |
| ☆FLMI funds › | FRANKLIN TEMPLETON ETF TR | HOLD | — | 0.1% | -0.0% | 0.3 | 12,398 | +0 | 4 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | +0.0% | 0.3 | 873 | +38 | 5 | — |
| ☆SHYM funds › | BLACKROCK ETF TRUST II | HOLD | — | 0.1% | -0.0% | 0.3 | 13,565 | +0 | 4 | — |
| ☆VIS funds › | VANGUARD WORLD FD | HOLD | — | 0.1% | +0.0% | 0.3 | 837 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,120 | +2,120 | 1 | — |
| ☆AGG funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 2,902 | +2,902 | 1 | — |
| ☆IDEV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 3,222 | +0 | 5 | — |
| ☆MEMX funds › | MATTHEWS ASIA FDS | HOLD | — | 0.1% | +0.0% | 0.3 | 5,713 | +0 | 5 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.3 | 940 | +940 | 1 | — |
| ☆BALT funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 8,272 | +0 | 4 | — |
| ☆VO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 3,431 | +3,431 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.3 | 472 | +472 | 1 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 8,785 | -375 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.1% | -0.1% | 0.3 | 624 | -955 | 5 | — |
| ☆HIMU funds › | BLACKROCK ETF TRUST II | HOLD | — | 0.1% | -0.0% | 0.3 | 5,248 | +0 | 4 | — |
| ☆SBI funds › | WESTERN ASSET INTER MUNI | HOLD | — | 0.1% | -0.0% | 0.3 | 32,451 | +0 | 4 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.3 | 905 | +905 | 1 | — |
| ☆CALF funds › | PACER FDS TR | HOLD | — | 0.1% | +0.0% | 0.3 | 5,009 | +0 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TR | HOLD | — | 0.1% | -0.0% | 0.3 | 4,724 | +0 | 3 | — |
| ☆C funds › | CITIGROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,695 | +1,695 | 1 | — |
| ☆FPEI funds › | FIRST TR EXCH TRADED FD III | HOLD | — | 0.1% | -0.0% | 0.2 | 12,200 | +0 | 5 | — |
| ☆ICF funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 3,350 | +0 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.2 | 605 | +0 | 4 | — |
| ☆IUSB funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 4,783 | +4,783 | 1 | — |
| ☆QQQJ funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.1% | +0.1% | 0.2 | 4,749 | +4,749 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | NEW | — | 0.1% | +0.1% | 0.2 | 418 | +418 | 1 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,585 | +55 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 3,022 | +3,022 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.1% | -0.0% | 0.2 | 933 | +14 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,064 | +1,064 | 1 | — |
| ☆ZALT funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 5,945 | +5,945 | 1 | — |
| ☆BTG funds › | B2GOLD CORP | HOLD | — | 0.0% | -0.0% | 0.0 | 10,617 | +0 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,949 | 0 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,187 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,493 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,132 | 0 | — |
| ☆PDEC funds › | INNOVATOR ETFS TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,096 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 338 | 143 | 0.05 | 37% | 0.023 | 0.388 | — | in |
| 2026Q1 | 309 | 132 | 0.05 | 39% | 0.025 | 0.406 | — | in |
| 2025Q4 | 302 | 131 | 0.03 | 40% | 0.027 | 0.399 | — | in |
| 2025Q3 | 296 | 129 | 0.06 | 40% | 0.027 | 0.336 | — | in |
| 2025Q2 | 275 | 122 | 0.09 | 41% | 0.033 | 0.336 | — | entered |
| 2025Q1 | 255 | 126 | 0.00 | 41% | 0.033 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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