☆BARLOW WEALTH PARTNERS, LLC
Quality Q
0.497
AUM ($M)
926
Positions
149
Turnover
0.09
Top-10 wt
40%
Herfindahl
0.029
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 151 positions · portfolio value $926M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 6.7% | -0.8% | 62.1 | 173,030 | -25,958 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 5.0% | -0.0% | 46.1 | 225,776 | +3,028 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.2% | -0.5% | 39.0 | 101,834 | +640 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 4.1% | +0.3% | 38.0 | 109,392 | +1,251 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.0% | +0.3% | 36.9 | 117,646 | -4,589 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 3.7% | -0.2% | 33.8 | 35,455 | +345 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 3.5% | -0.2% | 32.0 | 209,411 | +3,442 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | TRIM | — | 3.2% | +0.1% | 29.4 | 16,634 | -2,101 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 3.1% | +0.1% | 28.3 | 57,201 | +874 | 5 | — |
| ☆GWW funds › | WW GRAINGER INC | ADD | — | 3.0% | +0.4% | 28.2 | 20,912 | +148 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 3.0% | +0.1% | 28.2 | 85,274 | +913 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 3.0% | +1.3% | 27.7 | 33,820 | +16,596 | 4 | — |
| ☆HLI funds › | HOULIHAN LOKEY INC | ADD | — | 3.0% | -0.7% | 27.6 | 205,696 | +537 | 5 | — |
| ☆FTI funds › | TECHNIPFMC PLC | TRIM | — | 3.0% | -0.5% | 27.4 | 389,000 | -49,429 | 5 | — |
| ☆CUSIP:624756102 funds › | MUELLER INDS INC | ADD | — | 2.8% | -0.6% | 25.8 | 463,736 | +210,169 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 2.7% | +0.2% | 25.3 | 248,860 | +4,867 | 3 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 2.7% | +0.3% | 25.2 | 57,667 | -752 | 5 | — |
| ☆FTNT funds › | FORTINET INC | TRIM | — | 2.7% | +1.2% | 24.7 | 157,525 | -3,746 | 5 | — |
| ☆EME funds › | EMCOR GROUP INC | TRIM | — | 2.7% | -0.6% | 24.7 | 32,066 | -4,454 | 5 | — |
| ☆RACE funds › | FERRARI N V | ADD | — | 2.5% | -0.0% | 23.2 | 61,855 | +562 | 2 | — |
| ☆RGLD funds › | ROYAL GOLD INC | ADD | — | 2.3% | -1.0% | 21.7 | 113,300 | +874 | 5 | — |
| ☆TKO funds › | TKO GROUP HOLDINGS INC | TRIM | — | 2.3% | -0.3% | 21.4 | 110,783 | -16,011 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | NEW | — | 2.3% | +2.3% | 21.2 | 288,435 | +288,435 | 1 | — |
| ☆WRB funds › | BERKLEY W R CORP | ADD | — | 2.1% | +0.1% | 19.3 | 271,315 | +1,031 | 5 | — |
| ☆GRMN funds › | GARMIN LTD | ADD | — | 2.0% | -0.2% | 18.6 | 76,268 | +554 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 1.7% | +0.0% | 16.1 | 66,046 | +14,114 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 1.7% | +0.4% | 16.0 | 95,913 | +29,293 | 2 | — |
| ☆FICO funds › | FAIR ISAAC CORP | TRIM | — | 1.7% | -0.1% | 16.0 | 12,601 | -2,674 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 1.7% | +0.2% | 15.3 | 30,786 | +375 | 5 | — |
| ☆INTU funds › | INTUIT | ADD | — | 1.2% | +0.6% | 11.2 | 41,262 | +27,111 | 5 | — |
| ☆MORN funds › | MORNINGSTAR INC | TRIM | — | 1.0% | -0.2% | 9.5 | 57,602 | -118 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.7% | +0.1% | 6.4 | 24,463 | +433 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.7% | +0.0% | 6.2 | 17,090 | +0 | 5 | — |
| ☆SYBT funds › | STOCK YDS BANCORP INC | HOLD | — | 0.5% | +0.0% | 4.6 | 61,517 | +0 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 0.5% | -0.5% | 4.3 | 19,487 | -16,032 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.4% | +0.0% | 3.7 | 5 | +0 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | NEW | — | 0.4% | +0.4% | 3.3 | 30,921 | +30,921 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | -0.0% | 2.8 | 19,597 | +2 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.3% | -0.0% | 2.6 | 5,578 | -61 | 5 | — |
| ☆TXRH funds › | TEXAS ROADHOUSE INC | HOLD | — | 0.3% | +0.0% | 2.6 | 14,477 | +0 | 4 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | ADD | — | 0.3% | +0.0% | 2.6 | 10,415 | +24 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.3% | +0.1% | 2.5 | 4,378 | -340 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.3% | -2.2% | 2.3 | 9,637 | -79,988 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.2% | +0.0% | 2.1 | 5,739 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.2% | +0.0% | 1.8 | 1,448 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.2% | -0.0% | 1.5 | 5,534 | +0 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | HOLD | — | 0.2% | +0.0% | 1.5 | 5,905 | +0 | 5 | — |
| ☆FSLR funds › | FIRST SOLAR INC | HOLD | — | 0.1% | +0.0% | 1.4 | 6,050 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | +0.0% | 1.3 | 16,061 | +500 | 5 | — |
| ☆CHDN funds › | CHURCHILL DOWNS INC | TRIM | — | 0.1% | -0.0% | 1.3 | 15,546 | -250 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 1.2 | 1,630 | +0 | 5 | — |
| ☆TRMK funds › | TRUSTMARK CORP | HOLD | — | 0.1% | -0.0% | 1.2 | 26,864 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.1% | +0.0% | 1.2 | 1,622 | +0 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 0.1% | +0.0% | 1.2 | 4,557 | +283 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.1% | +0.0% | 1.1 | 4,569 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 1.1 | 7,401 | -370 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 1.1 | 4,334 | +692 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | HOLD | — | 0.1% | +0.0% | 1.1 | 4,964 | +0 | 5 | — |
| ☆KR funds › | KROGER CO | HOLD | — | 0.1% | -0.0% | 1.0 | 17,696 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.1% | +0.0% | 1.0 | 2,448 | +0 | 5 | — |
| ☆BFB funds › | BROWN FORMAN CORP | TRIM | — | 0.1% | -0.0% | 1.0 | 40,023 | -42 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 1.0 | 6,525 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | HOLD | — | 0.1% | -0.0% | 0.9 | 5,363 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.1% | +0.0% | 0.9 | 7,490 | +0 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | HOLD | — | 0.1% | +0.0% | 0.9 | 2,205 | +0 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 0.1% | -0.0% | 0.9 | 2,076 | -9 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | HOLD | — | 0.1% | -0.0% | 0.8 | 2,556 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.8 | 2,196 | +0 | 5 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | ADD | — | 0.1% | +0.0% | 0.8 | 9,465 | +1,875 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.1% | +0.0% | 0.8 | 836 | +0 | 5 | — |
| ☆HUM funds › | HUMANA INC | TRIM | — | 0.1% | +0.0% | 0.8 | 1,931 | -293 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.1% | +0.0% | 0.7 | 1,007 | +0 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | TRIM | — | 0.1% | -0.0% | 0.7 | 388 | -42 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.1% | +0.0% | 0.7 | 1,797 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.7 | 7,632 | +0 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.7 | 19,284 | +3,740 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.1% | -0.1% | 0.6 | 4,731 | -749 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.1% | +0.0% | 0.6 | 1,242 | +272 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 0.6 | 6,407 | -200 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.1% | -0.0% | 0.6 | 1,646 | +93 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.1% | +0.0% | 0.6 | 6,534 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 0.1% | +0.0% | 0.6 | 3,152 | +2,364 | 5 | — |
| ☆FIX funds › | COMFORT SYS USA INC | TRIM | — | 0.1% | -0.0% | 0.6 | 350 | -14 | 4 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.1% | +0.0% | 0.6 | 3,000 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | HOLD | — | 0.1% | -0.0% | 0.6 | 1,438 | +0 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.6 | 2,552 | +0 | 5 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | HOLD | — | 0.1% | +0.0% | 0.5 | 2,965 | +0 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | HOLD | — | 0.1% | -0.0% | 0.5 | 4,425 | +0 | 5 | — |
| ☆DOV funds › | DOVER CORP | HOLD | — | 0.1% | -0.0% | 0.5 | 2,270 | +0 | 5 | — |
| ☆AVGE funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.0% | +0.0% | 0.4 | 4,472 | +0 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.0% | +0.0% | 0.4 | 1,453 | +1 | 5 | — |
| ☆AZO funds › | AUTOZONE INC | HOLD | — | 0.0% | -0.0% | 0.4 | 142 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | NEW | — | 0.0% | +0.0% | 0.4 | 3,438 | +3,438 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.0% | -0.0% | 0.4 | 817 | +0 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.4 | 1,220 | +0 | 5 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.0% | +0.0% | 0.4 | 1,492 | +0 | 5 | — |
| ☆USB funds › | US BANCORP | HOLD | — | 0.0% | +0.0% | 0.4 | 6,736 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.0% | -0.0% | 0.4 | 679 | -85 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.0% | -0.0% | 0.4 | 667 | +0 | 5 | — |
| ☆COR funds › | CENCORA INC | HOLD | — | 0.0% | -0.0% | 0.4 | 1,268 | +0 | 5 | — |
| ☆GLW funds › | CORNING INC | HOLD | — | 0.0% | +0.0% | 0.4 | 2,126 | +0 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.0% | -0.0% | 0.4 | 5,070 | +10 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.0% | -0.0% | 0.4 | 1,976 | +0 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.0% | -0.0% | 0.4 | 3,326 | +0 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.0% | +0.0% | 0.4 | 1,616 | +1,616 | 1 | — |
| ☆ONTO funds › | ONTO INNOVATION INC | HOLD | — | 0.0% | -0.0% | 0.4 | 1,230 | +0 | 3 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.0% | +0.0% | 0.4 | 3,249 | +600 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.0% | +0.0% | 0.4 | 1,616 | +1,616 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.4 | 1,482 | +0 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | HOLD | — | 0.0% | +0.0% | 0.3 | 4,741 | +0 | 5 | — |
| ☆FNB funds › | F N B CORP | ADD | — | 0.0% | +0.0% | 0.3 | 18,291 | +128 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.0% | -0.0% | 0.3 | 339 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.0% | -0.0% | 0.3 | 3,971 | +0 | 5 | — |
| ☆FCAP funds › | FIRST CAP INC | ADD | — | 0.0% | +0.0% | 0.3 | 5,350 | +20 | 5 | — |
| ☆GPC funds › | GENUINE PARTS CO | HOLD | — | 0.0% | +0.0% | 0.3 | 2,608 | +0 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | HOLD | — | 0.0% | -0.0% | 0.3 | 1,077 | +0 | 5 | — |
| ☆APP funds › | APPLOVIN CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 612 | +0 | 4 | — |
| ☆ONB funds › | OLD NATL BANCORP IND | HOLD | — | 0.0% | +0.0% | 0.3 | 12,309 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.0% | +0.0% | 0.3 | 770 | +262 | 3 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.3 | 11,066 | +11,066 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.0% | -0.0% | 0.3 | 896 | +0 | 5 | — |
| ☆WPC funds › | WP CAREY INC | HOLD | — | 0.0% | -0.0% | 0.3 | 4,206 | +0 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 0.0% | +0.0% | 0.3 | 286 | +0 | 5 | — |
| ☆BFA funds › | BROWN FORMAN CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 10,769 | +0 | 5 | — |
| ☆FAST funds › | FASTENAL CO | NEW | — | 0.0% | +0.0% | 0.3 | 5,969 | +5,969 | 1 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | HOLD | — | 0.0% | +0.0% | 0.3 | 4,589 | +0 | 5 | — |
| ☆RBCAA funds › | REPUBLIC BANCORP INC KY | HOLD | — | 0.0% | +0.0% | 0.3 | 3,045 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,854 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.0% | -0.0% | 0.3 | 775 | +0 | 5 | — |
| ☆HWC funds › | HANCOCK WHITNEY CORPORATION | HOLD | — | 0.0% | +0.0% | 0.3 | 3,450 | +0 | 3 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.0% | +0.0% | 0.3 | 839 | +0 | 5 | — |
| ☆SO funds › | SOUTHERN CO | HOLD | — | 0.0% | -0.0% | 0.3 | 2,620 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.2 | 3,060 | +2,295 | 4 | — |
| ☆CB funds › | CHUBB LIMITED | HOLD | — | 0.0% | +0.0% | 0.2 | 673 | +0 | 3 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,827 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.0% | +0.0% | 0.2 | 447 | +447 | 1 | — |
| ☆MEDP funds › | MEDPACE HLDGS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 432 | -1 | 4 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.0% | +0.0% | 0.2 | 505 | +505 | 1 | — |
| ☆WAT funds › | WATERS CORP | NEW | — | 0.0% | +0.0% | 0.2 | 586 | +586 | 1 | — |
| ☆CUSIP:825107105 funds › | SHORE BANCSHARES INC | NEW | — | 0.0% | +0.0% | 0.2 | 9,696 | +9,696 | 1 | — |
| ☆MCHP funds › | MICROCHIP TECHNOLOGY INC. | NEW | — | 0.0% | +0.0% | 0.2 | 2,520 | +2,520 | 1 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.0% | +0.0% | 0.2 | 1,770 | +0 | 2 | — |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.0% | +0.0% | 0.2 | 321 | +0 | 2 | — |
| ☆UCB funds › | UNITED CMNTY BKS BLAIRSVLE G | HOLD | — | 0.0% | -0.0% | 0.2 | 6,020 | +0 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 301 | +301 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,555 | +0 | 2 | — |
| ☆PSX funds › | PHILLIPS 66 | NEW | — | 0.0% | +0.0% | 0.2 | 1,092 | +1,092 | 1 | — |
| ☆SHEL funds › | SHELL PLC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,450 | +0 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,433 | +0 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,235 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -8,100 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 926 | 149 | 0.09 | 40% | 0.029 | 0.494 | — | in |
| 2026Q1 | 900 | 137 | 0.13 | 43% | 0.031 | 0.459 | — | in |
| 2025Q4 | 927 | 135 | 0.07 | 43% | 0.032 | 0.524 | — | in |
| 2025Q3 | 899 | 131 | 0.16 | 43% | 0.030 | 0.346 | — | in |
| 2025Q2 | 836 | 134 | 0.16 | 41% | 0.028 | 0.363 | — | entered |
| 2025Q1 | 761 | 134 | 0.00 | 40% | 0.027 | 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