☆Citizens Business Bank
Quality Q
0.474
AUM ($M)
664
Positions
139
Turnover
0.09
Top-10 wt
43%
Herfindahl
0.033
History (qtrs)
6
Excess Return
—
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Holdings · 147 positions · portfolio value $664M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWR funds › | ISHARES TR | TRIM | — | 10.5% | +0.2% | 70.0 | 634,403 | -16,108 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 9.4% | -0.1% | 62.6 | 877,904 | -32,412 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 5.3% | +0.2% | 35.0 | 174,957 | -3,660 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 3.5% | +0.3% | 23.3 | 61,760 | -1,236 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.2% | +0.1% | 21.4 | 74,065 | -366 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | TRIM | — | 3.0% | +0.5% | 19.9 | 27,642 | -384 | 5 | — |
| ☆CVBF funds › | CVB FINL CORP | HOLD | — | 2.3% | +0.1% | 15.5 | 342,861 | +0 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 2.0% | +1.0% | 13.0 | 30,122 | -3,707 | 5 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 1.9% | +0.2% | 12.5 | 121,930 | -7,898 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.9% | -0.2% | 12.4 | 33,371 | -39 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | ADD | — | 1.8% | +1.2% | 12.2 | 40,884 | +188 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.8% | +0.2% | 12.0 | 33,685 | -727 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 1.8% | +0.1% | 11.7 | 39,093 | -1,235 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 1.8% | +0.0% | 11.7 | 49,260 | -1,260 | 5 | — |
| ☆JBND funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 1.7% | -0.2% | 11.1 | 206,667 | -7,588 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 1.6% | -0.7% | 10.8 | 92,899 | -2,593 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.6% | +0.1% | 10.7 | 14,300 | +212 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 1.6% | -0.0% | 10.6 | 101,959 | +519 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 1.4% | +0.0% | 9.5 | 13,802 | -340 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 1.4% | +0.7% | 9.1 | 26,753 | -344 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.2% | +0.0% | 8.1 | 24,882 | -37 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 1.2% | +0.1% | 8.1 | 142,032 | -2,114 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 1.2% | +0.1% | 8.0 | 7,882 | -195 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.2% | +0.0% | 7.6 | 30,391 | -1,378 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 1.1% | +0.1% | 7.4 | 50,215 | -1,539 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | TRIM | — | 1.1% | +0.0% | 7.4 | 22,274 | -386 | 5 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | ADD | — | 1.1% | -0.2% | 7.1 | 40,216 | +426 | 5 | — |
| ☆ASTS funds › | AST SPACEMOBILE INC | NEW | — | 0.9% | +0.9% | 6.3 | 70,698 | +70,698 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.9% | -0.1% | 6.2 | 67,276 | -2,644 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.9% | -0.0% | 6.1 | 47,347 | -894 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.9% | -0.0% | 6.1 | 88,978 | -2,371 | 5 | — |
| ☆BROS funds › | DUTCH BROS INC | TRIM | — | 0.9% | +0.2% | 6.0 | 84,052 | -2,293 | 3 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.9% | -0.3% | 5.9 | 52,479 | -5,349 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.9% | -0.3% | 5.9 | 34,572 | -851 | 5 | — |
| ☆FCAL funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.9% | -0.1% | 5.9 | 118,489 | -323 | 2 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.9% | -0.1% | 5.9 | 81,295 | -3,057 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.9% | +0.1% | 5.8 | 16,467 | +1,266 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | TRIM | — | 0.9% | +0.3% | 5.8 | 22,732 | -918 | 5 | — |
| ☆BWXT funds › | BWX TECHNOLOGIES INC | TRIM | — | 0.8% | -0.1% | 5.5 | 28,353 | -690 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 0.8% | +0.0% | 5.5 | 91,206 | -1,011 | 5 | — |
| ☆EXPE funds › | EXPEDIA GROUP INC | TRIM | — | 0.8% | -0.0% | 5.5 | 21,328 | -642 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.8% | -0.1% | 5.4 | 10,852 | -361 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.8% | +0.0% | 5.4 | 19,759 | -120 | 5 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | TRIM | — | 0.8% | -1.0% | 5.2 | 21,700 | -15,611 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | ADD | — | 0.7% | +0.0% | 4.8 | 13,825 | +557 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.7% | -0.3% | 4.7 | 25,361 | -590 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.7% | -0.1% | 4.7 | 51,142 | -3,947 | 5 | — |
| ☆TOST funds › | TOAST INC | NEW | — | 0.7% | +0.7% | 4.6 | 165,425 | +165,425 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.7% | +0.1% | 4.6 | 13,022 | +36 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.7% | -0.1% | 4.6 | 8,896 | -417 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.6% | -0.3% | 3.8 | 53,443 | -1,730 | 4 | — |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 0.6% | -0.0% | 3.7 | 17,081 | -924 | 4 | — |
| ☆VEEV funds › | VEEVA SYS INC | TRIM | — | 0.5% | -0.1% | 3.6 | 20,454 | -1,287 | 4 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.5% | -0.1% | 3.5 | 18,458 | -820 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.5% | -0.1% | 3.4 | 34,887 | -2,813 | 5 | — |
| ☆ULTA funds › | ULTA BEAUTY INC | TRIM | — | 0.5% | -0.1% | 3.2 | 7,098 | -278 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.5% | -0.0% | 3.1 | 21,301 | +200 | 3 | — |
| ☆VLTO funds › | VERALTO CORP | TRIM | — | 0.4% | -0.1% | 2.9 | 33,194 | -1,444 | 5 | — |
| ☆IR funds › | INGERSOLL RAND INC | TRIM | — | 0.4% | -0.1% | 2.9 | 35,771 | -1,803 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.4% | -0.1% | 2.8 | 65,092 | -2,428 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | TRIM | — | 0.4% | +0.0% | 2.7 | 29,865 | -1,104 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.3% | +0.1% | 2.2 | 18,796 | +105 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 2.2 | 28,421 | +1,049 | 5 | — |
| ☆CATY funds › | CATHAY GEN BANCORP | HOLD | — | 0.3% | +0.0% | 1.8 | 14,520 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.3% | +0.1% | 1.8 | 1,654 | +6 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.2% | +0.1% | 1.6 | 6,372 | +37 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.2% | -0.0% | 1.4 | 5,643 | -592 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | -0.0% | 1.4 | 3,858 | +12 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.3 | 1,776 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.1% | 1.2 | 4,377 | +1,465 | 5 | — |
| ☆ETR funds › | ENTERGY CORP NEW | ADD | — | 0.2% | -0.0% | 1.2 | 10,595 | +50 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.2% | +0.0% | 1.2 | 3,470 | +0 | 4 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.2% | +0.2% | 1.2 | 1,623 | +1,623 | 1 | — |
| ☆NEM funds › | NEWMONT CORP | ADD | — | 0.2% | -0.0% | 1.0 | 10,863 | +76 | 5 | — |
| ☆NE funds › | NOBLE CORP PLC | ADD | — | 0.2% | -0.1% | 1.0 | 27,097 | +147 | 4 | — |
| ☆PEP funds › | PEPSICO INC | NEW | — | 0.2% | +0.2% | 1.0 | 7,404 | +7,404 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.1% | -0.0% | 1.0 | 7,661 | +38 | 5 | — |
| ☆ALLE funds › | ALLEGION PLC | HOLD | — | 0.1% | -0.0% | 1.0 | 6,864 | +0 | 2 | — |
| ☆MEDP funds › | MEDPACE HLDGS INC | HOLD | — | 0.1% | +0.0% | 0.9 | 1,790 | +0 | 4 | — |
| ☆BKR funds › | BAKER HUGHES COMPANY | ADD | — | 0.1% | -0.0% | 0.9 | 16,946 | +96 | 5 | — |
| ☆WSO funds › | WATSCO INC | ADD | — | 0.1% | +0.1% | 0.9 | 2,219 | +980 | 2 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.1% | +0.0% | 0.9 | 2,104 | +9 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.9 | 957 | -113 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.1% | +0.0% | 0.9 | 1,255 | +214 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.1% | -0.0% | 0.8 | 5,626 | +33 | 5 | — |
| ☆KEYS funds › | KEYSIGHT TECHNOLOGIES INC | HOLD | — | 0.1% | +0.0% | 0.8 | 2,351 | +0 | 4 | — |
| ☆POOL funds › | POOL CORP | NEW | — | 0.1% | +0.1% | 0.8 | 3,584 | +3,584 | 1 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 0.8 | 8,002 | +30 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | ADD | — | 0.1% | +0.0% | 0.8 | 7,379 | +54 | 3 | — |
| ☆MET funds › | METLIFE INC | ADD | — | 0.1% | +0.0% | 0.8 | 8,881 | +74 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 0.1% | -0.1% | 0.7 | 1,013 | -995 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.0% | 0.7 | 1,408 | -41 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.6% | 0.7 | 2,587 | -10,282 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | HOLD | — | 0.1% | +0.0% | 0.7 | 3,006 | +0 | 5 | — |
| ☆SFM funds › | SPROUTS FMRS MKT INC | HOLD | — | 0.1% | +0.0% | 0.7 | 7,750 | +0 | 4 | — |
| ☆FAST funds › | FASTENAL CO | HOLD | — | 0.1% | -0.0% | 0.7 | 13,611 | +0 | 4 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,619 | +0 | 4 | — |
| ☆HEI funds › | HEICO CORP NEW | HOLD | — | 0.1% | +0.0% | 0.6 | 1,773 | +0 | 4 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.1% | -0.0% | 0.5 | 6,482 | -143 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.5 | 4,090 | -128 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.5 | 853 | +65 | 4 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.1% | +0.0% | 0.5 | 241 | +0 | 4 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.1% | +0.0% | 0.5 | 1,266 | -8 | 4 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.1% | -0.0% | 0.5 | 2,506 | -158 | 4 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 5,756 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.1% | +0.0% | 0.4 | 1,395 | +0 | 4 | — |
| ☆VICI funds › | VICI PPTYS INC | ADD | — | 0.1% | -0.0% | 0.4 | 15,588 | +99 | 4 | — |
| ☆SNPS funds › | SYNOPSYS INC | HOLD | — | 0.1% | +0.0% | 0.4 | 887 | +0 | 4 | — |
| ☆TXN funds › | TEXAS INSTRS INC | HOLD | — | 0.1% | +0.0% | 0.4 | 1,308 | +0 | 4 | — |
| ☆FTNT funds › | FORTINET INC | HOLD | — | 0.1% | +0.0% | 0.4 | 2,468 | +0 | 2 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 1,545 | -80 | 3 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 3,965 | +0 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | HOLD | — | 0.1% | -0.0% | 0.4 | 925 | +0 | 4 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.4 | 840 | +840 | 1 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | HOLD | — | 0.1% | +0.0% | 0.3 | 3,984 | +0 | 4 | — |
| ☆EQIX funds › | EQUINIX INC | HOLD | — | 0.1% | -0.0% | 0.3 | 332 | +0 | 4 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.3 | 2,157 | +0 | 4 | — |
| ☆RBA funds › | RB GLOBAL INC | HOLD | — | 0.0% | +0.0% | 0.3 | 2,809 | +0 | 4 | — |
| ☆WST funds › | WEST PHARMACEUTICAL SVSC INC | HOLD | — | 0.0% | +0.0% | 0.3 | 903 | +0 | 4 | — |
| ☆IEMG funds › | ISHARES INC | HOLD | — | 0.0% | +0.0% | 0.3 | 3,801 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.0% | +0.0% | 0.3 | 746 | +31 | 4 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | NEW | — | 0.0% | +0.0% | 0.3 | 3,491 | +3,491 | 1 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 4,518 | +0 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.0% | -0.0% | 0.3 | 307 | +0 | 4 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.0% | +0.0% | 0.3 | 299 | +299 | 1 | — |
| ☆SPGI funds › | S&P GLOBAL INC | HOLD | — | 0.0% | -0.0% | 0.3 | 700 | +0 | 4 | — |
| ☆MLM funds › | MARTIN MARIETTA MATLS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 493 | +0 | 4 | — |
| ☆WM funds › | WASTE MGMT INC DEL | NEW | — | 0.0% | +0.0% | 0.3 | 1,240 | +1,240 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.0% | +0.0% | 0.3 | 2,548 | +2,548 | 1 | — |
| ☆ENSG funds › | ENSIGN GROUP INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,531 | +0 | 4 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.0% | -0.0% | 0.2 | 1,501 | +20 | 4 | — |
| ☆NEU funds › | NEWMARKET CORP | NEW | — | 0.0% | +0.0% | 0.2 | 284 | +284 | 1 | — |
| ☆LOPE funds › | GRAND CANYON ED INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,513 | +0 | 4 | — |
| ☆IRM funds › | IRON MTN INC DEL | TRIM | — | 0.0% | -0.0% | 0.2 | 1,699 | -500 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.0% | -0.0% | 0.2 | 2,445 | -530 | 5 | — |
| ☆ROL funds › | ROLLINS INC | HOLD | — | 0.0% | -0.0% | 0.2 | 4,984 | +0 | 4 | — |
| ☆FDX funds › | FEDEX CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 661 | +0 | 2 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,200 | +1,200 | 1 | — |
| ☆XPOF funds › | XPONENTIAL FITNESS INC | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -2,000,000 | 0 | — |
| ☆SYK funds › | STRYKER CORPORATION | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -825 | 0 | — |
| ☆LOW funds › | LOWES COS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -894 | 0 | — |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,695 | 0 | — |
| ☆TYL funds › | TYLER TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -662 | 0 | — |
| ☆CCI funds › | CROWN CASTLE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,330 | 0 | — |
| ☆REGN funds › | REGENERON PHARMACEUTICALS | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -6,090 | 0 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,740 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 664 | 139 | 0.09 | 43% | 0.033 | 0.471 | — | in |
| 2026Q1 | 610 | 135 | 0.08 | 42% | 0.033 | 0.488 | — | in |
| 2025Q4 | 605 | 134 | 0.07 | 44% | 0.034 | 0.477 | — | in |
| 2025Q3 | 599 | 147 | 0.09 | 44% | 0.033 | 0.448 | — | in |
| 2025Q2 | 515 | 101 | 0.10 | 46% | 0.037 | 0.464 | — | entered |
| 2025Q1 | 461 | 100 | 0.00 | 43% | 0.035 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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