☆Greenfield Savings Bank
Quality Q
0.270
AUM ($M)
264
Positions
148
Turnover
0.07
Top-10 wt
32%
Herfindahl
0.019
History (qtrs)
6
Excess Return
—
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Holdings · 150 positions · portfolio value $264M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 7.1% | +0.1% | 18.7 | 64,575 | -359 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.7% | -0.5% | 9.8 | 26,238 | -136 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.4% | +0.3% | 8.9 | 25,071 | -318 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 2.9% | +1.4% | 7.7 | 10,632 | -99 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.9% | -0.0% | 7.7 | 23,408 | -135 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 2.6% | -0.0% | 7.0 | 34,769 | -1,089 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 2.6% | +0.6% | 6.8 | 6,348 | -111 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 2.5% | +0.0% | 6.6 | 85,619 | -255 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 2.3% | +0.1% | 6.0 | 40,453 | -145 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.3% | +0.2% | 5.9 | 16,600 | -10 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.2% | +0.0% | 5.8 | 24,442 | +12 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 2.1% | +0.2% | 5.6 | 7,649 | -20 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.8% | -0.4% | 4.6 | 4,960 | -28 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.7% | +0.0% | 4.6 | 18,174 | -43 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 1.6% | -0.0% | 4.3 | 12,756 | -59 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.6% | +0.0% | 4.3 | 5,727 | +48 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 1.6% | +0.4% | 4.1 | 34,989 | -258 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 1.5% | -0.1% | 4.0 | 18,361 | -391 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 1.5% | +0.0% | 3.9 | 7,527 | +100 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 1.5% | -0.1% | 3.9 | 7,553 | -10 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 1.4% | -0.1% | 3.8 | 36,265 | +470 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.3% | -0.1% | 3.5 | 9,869 | -285 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.3% | -0.2% | 3.5 | 6,164 | -18 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 1.3% | -0.0% | 3.5 | 19,101 | -2 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 1.2% | +0.0% | 3.2 | 8,563 | -18 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 1.2% | -0.2% | 3.1 | 35,223 | -75 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.1% | -0.4% | 3.0 | 21,766 | -46 | 5 | — |
| ☆STLD funds › | STEEL DYNAMICS INC | TRIM | — | 1.1% | +0.1% | 2.9 | 12,751 | -114 | 5 | — |
| ☆INTC funds › | INTEL CORP | ADD | — | 1.0% | +0.7% | 2.7 | 19,095 | +234 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 1.0% | +0.2% | 2.6 | 6,358 | -778 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 1.0% | -0.1% | 2.6 | 10,166 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.9% | +0.0% | 2.4 | 42,135 | -191 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.9% | +0.2% | 2.3 | 7,883 | -10 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.9% | -0.3% | 2.3 | 4,545 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.9% | -0.3% | 2.3 | 8,379 | -70 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.8% | -0.0% | 2.2 | 26,483 | -94 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.8% | -0.0% | 2.1 | 6,228 | -72 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.8% | +0.5% | 2.1 | 3,569 | -75 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.7% | +0.0% | 2.0 | 4,639 | -12 | 5 | — |
| ☆FTNT funds › | FORTINET INC | TRIM | — | 0.7% | +0.3% | 1.9 | 12,600 | -50 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | TRIM | — | 0.7% | -0.1% | 1.9 | 7,393 | -60 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.7% | -0.1% | 1.9 | 10,093 | -75 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.7% | -0.1% | 1.9 | 32,823 | -579 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.7% | -0.3% | 1.9 | 11,367 | +4 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.7% | -0.1% | 1.8 | 12,486 | -395 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.6% | -0.1% | 1.6 | 14,072 | +124 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.6% | +0.0% | 1.6 | 4,191 | -94 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.6% | -0.0% | 1.6 | 3,129 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.6% | -0.0% | 1.5 | 25,536 | +131 | 5 | — |
| ☆TILT funds › | FLEXSHARES TR | TRIM | — | 0.6% | +0.0% | 1.5 | 5,460 | -40 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.5% | -0.1% | 1.4 | 11,152 | -80 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | TRIM | — | 0.5% | -0.1% | 1.3 | 1,398 | -69 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.5% | -0.1% | 1.2 | 9,837 | -36 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.5% | -0.1% | 1.2 | 8,387 | -322 | 5 | — |
| ☆PHM funds › | PULTE GROUP INC | TRIM | — | 0.5% | +0.0% | 1.2 | 8,900 | -85 | 5 | — |
| ☆NRG funds › | NRG ENERGY INC | TRIM | — | 0.5% | -0.1% | 1.2 | 8,219 | -78 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.4% | +0.0% | 1.2 | 2,766 | +0 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | TRIM | — | 0.4% | +0.1% | 1.2 | 3,011 | -29 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.4% | -0.0% | 1.1 | 8,547 | +105 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.4% | -0.0% | 1.1 | 3,017 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.4% | -0.1% | 1.1 | 8,068 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.4% | +0.0% | 1.0 | 3,727 | +0 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | TRIM | — | 0.4% | -0.2% | 1.0 | 42,437 | -3,098 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.4% | +0.1% | 1.0 | 868 | -5 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.4% | -0.0% | 1.0 | 3,710 | -70 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | TRIM | — | 0.4% | -0.0% | 1.0 | 2,706 | -28 | 5 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.4% | +0.0% | 1.0 | 11,785 | -550 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | TRIM | — | 0.4% | +0.1% | 1.0 | 10,343 | -67 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | HOLD | — | 0.4% | -0.0% | 1.0 | 2,812 | +0 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | TRIM | — | 0.4% | -0.2% | 1.0 | 9,218 | -112 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.4% | -0.0% | 0.9 | 9,595 | -295 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.3% | +0.0% | 0.9 | 8,470 | -806 | 5 | — |
| ☆CBRE funds › | CBRE GROUP INC | ADD | — | 0.3% | -0.0% | 0.9 | 6,495 | +11 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.3% | -0.0% | 0.9 | 2,543 | -60 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.3% | -0.0% | 0.9 | 14,801 | -48 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.3% | -0.0% | 0.9 | 5,938 | -5 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.3% | -0.1% | 0.8 | 20,028 | -100 | 5 | — |
| ☆MCHP funds › | MICROCHIP TECHNOLOGY INC. | HOLD | — | 0.3% | +0.1% | 0.8 | 9,166 | +0 | 5 | — |
| ☆GRMN funds › | GARMIN LTD | HOLD | — | 0.3% | -0.0% | 0.8 | 3,476 | +0 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | HOLD | — | 0.3% | +0.0% | 0.8 | 3,337 | +0 | 5 | — |
| ☆TD funds › | TORONTO DOMINION BK ONT | HOLD | — | 0.3% | +0.0% | 0.8 | 6,440 | +0 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.3% | -0.0% | 0.8 | 10,760 | -170 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.3% | -0.0% | 0.8 | 3,006 | +0 | 5 | — |
| ☆EBAY funds › | EBAY INC. | TRIM | — | 0.3% | +0.0% | 0.8 | 6,874 | -55 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.3% | -0.1% | 0.8 | 31,225 | -1,906 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | TRIM | — | 0.3% | -0.0% | 0.7 | 2,692 | -94 | 5 | — |
| ☆DVY funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.7 | 4,745 | -95 | 5 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.3% | +0.0% | 0.7 | 1,979 | +0 | 5 | — |
| ☆CSX funds › | CSX CORP | TRIM | — | 0.3% | -0.0% | 0.7 | 15,109 | -458 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.3% | +0.3% | 0.7 | 3,236 | +3,236 | 1 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.3% | -0.1% | 0.7 | 3,162 | -61 | 5 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.3% | +0.1% | 0.7 | 2,463 | -34 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | HOLD | — | 0.3% | -0.0% | 0.7 | 2,325 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.6 | 852 | +0 | 5 | — |
| ☆EME funds › | EMCOR GROUP INC | HOLD | — | 0.2% | -0.0% | 0.6 | 766 | +0 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.6 | 2,175 | -19 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | HOLD | — | 0.2% | -0.0% | 0.6 | 7,202 | +0 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.2% | -0.1% | 0.6 | 30,151 | -950 | 5 | — |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.2% | +0.0% | 0.6 | 856 | +0 | 5 | — |
| ☆SYF funds › | SYNCHRONY FINANCIAL | ADD | — | 0.2% | -0.0% | 0.6 | 7,942 | +13 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | TRIM | — | 0.2% | -0.1% | 0.6 | 1,167 | -9 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | HOLD | — | 0.2% | -0.0% | 0.6 | 2,189 | +0 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | HOLD | — | 0.2% | +0.0% | 0.6 | 2,442 | +0 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.2% | +0.0% | 0.6 | 4,129 | -5 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.2% | +0.0% | 0.6 | 3,057 | +3 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | HOLD | — | 0.2% | -0.1% | 0.5 | 6,024 | +0 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | HOLD | — | 0.2% | +0.0% | 0.5 | 4,931 | +0 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.2% | -0.0% | 0.5 | 5,858 | -180 | 4 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 1,445 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.2% | +0.0% | 0.5 | 432 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 2,479 | +0 | 5 | — |
| ☆EOG funds › | EOG RES INC | HOLD | — | 0.2% | -0.0% | 0.5 | 3,756 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | -0.0% | 0.5 | 2,260 | +0 | 5 | — |
| ☆OHI funds › | OMEGA HEALTHCARE INVS INC | TRIM | — | 0.2% | -0.0% | 0.5 | 9,652 | -90 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.2% | -0.0% | 0.4 | 1,952 | +0 | 5 | — |
| ☆TER funds › | TERADYNE INC | HOLD | — | 0.2% | +0.1% | 0.4 | 903 | +0 | 2 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.2% | +0.2% | 0.4 | 969 | +969 | 1 | — |
| ☆SYK funds › | STRYKER CORPORATION | HOLD | — | 0.2% | -0.0% | 0.4 | 1,298 | +0 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | HOLD | — | 0.2% | -0.0% | 0.4 | 3,427 | +0 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | HOLD | — | 0.1% | -0.0% | 0.4 | 2,333 | +0 | 5 | — |
| ☆NVR funds › | NVR INC | TRIM | — | 0.1% | -0.0% | 0.4 | 56 | -1 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 1,707 | +39 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,228 | +0 | 5 | — |
| ☆SHEL funds › | SHELL PLC | HOLD | — | 0.1% | -0.0% | 0.4 | 4,654 | +0 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.1% | -0.0% | 0.4 | 2,381 | +0 | 5 | — |
| ☆IYC funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 3,512 | +0 | 5 | — |
| ☆USB funds › | US BANCORP | HOLD | — | 0.1% | +0.0% | 0.4 | 5,836 | +0 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,350 | +1,350 | 1 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.1% | -0.0% | 0.3 | 2,600 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,564 | +2,673 | 5 | — |
| ☆GPC funds › | GENUINE PARTS CO | HOLD | — | 0.1% | -0.0% | 0.3 | 2,310 | +0 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,262 | -90 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.1% | +0.0% | 0.3 | 249 | -5 | 4 | — |
| ☆WCN funds › | WASTE CONNECTIONS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,500 | +0 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | HOLD | — | 0.1% | +0.0% | 0.2 | 1,703 | +0 | 2 | — |
| ☆EXC funds › | EXELON CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 5,150 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 755 | +0 | 4 | — |
| ☆PKG funds › | PACKAGING CORP AMER | HOLD | — | 0.1% | -0.0% | 0.2 | 963 | +0 | 2 | — |
| ☆ESGU funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,400 | +1,400 | 1 | — |
| ☆SO funds › | SOUTHERN CO | HOLD | — | 0.1% | -0.0% | 0.2 | 2,389 | +0 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | NEW | — | 0.1% | +0.1% | 0.2 | 465 | +465 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.1% | 0.2 | 1,419 | -1,189 | 5 | — |
| ☆TXT funds › | TEXTRON INC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,401 | -74 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.1% | -0.0% | 0.2 | 2,393 | +0 | 2 | — |
| ☆PPL funds › | PPL CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 5,989 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,932 | +2,932 | 1 | — |
| ☆FTCS funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.1% | -0.0% | 0.2 | 2,219 | +0 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | NEW | — | 0.1% | +0.1% | 0.2 | 1,535 | +1,535 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -6,690 | 0 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,133 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 264 | 148 | 0.07 | 32% | 0.019 | 0.269 | — | in |
| 2026Q1 | 234 | 143 | 0.06 | 31% | 0.018 | 0.271 | — | in |
| 2025Q4 | 238 | 141 | 0.05 | 33% | 0.020 | 0.271 | — | in |
| 2025Q3 | 237 | 149 | 0.05 | 32% | 0.019 | 0.263 | — | in |
| 2025Q2 | 220 | 145 | 0.07 | 32% | 0.018 | 0.254 | — | entered |
| 2025Q1 | 204 | 145 | 0.00 | 30% | 0.018 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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