☆SEAMOUNT FINANCIAL GROUP INC
Quality Q
0.342
AUM ($M)
248
Positions
141
Turnover
0.06
Top-10 wt
39%
Herfindahl
0.022
History (qtrs)
6
Excess Return
—
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Holdings · 147 positions · portfolio value $248M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.4% | +0.1% | 16.0 | 55,203 | -592 | 5 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 5.0% | +0.4% | 12.3 | 249,281 | +9,975 | 5 | — |
| ☆JQUA funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 4.5% | +0.2% | 11.2 | 155,205 | +213 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 4.3% | +0.0% | 10.7 | 44,893 | -907 | 5 | — |
| ☆CGBL funds › | CAPITAL GROUP CORE BALANCED | ADD | — | 4.0% | +0.2% | 9.8 | 258,114 | +16,793 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 3.7% | +0.2% | 9.1 | 24,635 | +268 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 3.0% | +0.2% | 7.3 | 10,666 | +301 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 2.9% | +0.9% | 7.2 | 9,771 | +1,949 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 2.8% | -0.5% | 7.0 | 14,077 | -1,165 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 2.5% | -0.0% | 6.2 | 26,286 | +21 | 5 | — |
| ☆CGUS funds › | CAPITAL GROUP CORE EQUITY ET | ADD | — | 2.1% | +0.2% | 5.2 | 117,067 | +9,763 | 5 | — |
| ☆HYS funds › | PIMCO ETF TR | ADD | — | 1.8% | -0.1% | 4.5 | 48,596 | +1,579 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.8% | +0.1% | 4.5 | 86,794 | +982 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.8% | +0.1% | 4.4 | 54,593 | +41,537 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 1.7% | +0.0% | 4.1 | 26,357 | +163 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | ADD | — | 1.6% | -0.5% | 4.0 | 26,520 | +56 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 1.6% | +0.1% | 4.0 | 13,235 | -109 | 5 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | ADD | — | 1.6% | +0.1% | 3.9 | 82,343 | +4,026 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 1.5% | -0.0% | 3.8 | 19,176 | -761 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.5% | -0.2% | 3.8 | 10,201 | -80 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | -0.0% | 3.3 | 34,714 | +693 | 5 | — |
| ☆LQD funds › | ISHARES TR | ADD | — | 1.3% | -0.1% | 3.2 | 29,528 | +785 | 5 | — |
| ☆CGDG funds › | CAPITAL GROUP DIVIDEND GROWE | ADD | — | 1.2% | -0.0% | 2.9 | 77,344 | +2,298 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.1% | -0.5% | 2.8 | 20,624 | -280 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.1% | +0.1% | 2.8 | 7,441 | -78 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 1.1% | +0.0% | 2.8 | 9,863 | +33 | 5 | — |
| ☆TCAF funds › | T ROWE PRICE EXCHANGE-TRADED | ADD | — | 1.1% | +0.1% | 2.7 | 66,690 | +2,004 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.1% | -0.1% | 2.7 | 33,153 | -350 | 5 | — |
| ☆CGMS funds › | CAPITAL GRP FIXED INCM ETF T | TRIM | — | 1.1% | -0.2% | 2.7 | 97,492 | -7,064 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 1.1% | +0.0% | 2.6 | 5,065 | +61 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 1.0% | -0.4% | 2.5 | 6,746 | -255 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 1.0% | -0.4% | 2.4 | 14,218 | +244 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | +0.0% | 2.3 | 6,789 | -51 | 5 | — |
| ☆CGGO funds › | CAPITAL GROUP GBL GROWTH EQT | ADD | — | 0.9% | +0.1% | 2.3 | 54,317 | +2,186 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.8% | -0.0% | 1.9 | 5,938 | -47 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.7% | +0.1% | 1.8 | 2,395 | +141 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.7% | +0.1% | 1.8 | 4,940 | +66 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.6% | +0.0% | 1.5 | 18,600 | +15,500 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.6% | -0.2% | 1.5 | 1,570 | -253 | 5 | — |
| ☆HYDB funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 1.5 | 31,335 | +2,666 | 5 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.6% | -0.1% | 1.4 | 18,762 | -1,202 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.5% | -0.1% | 1.3 | 11,586 | -313 | 5 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.5% | +0.0% | 1.3 | 14,408 | -336 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.5% | -0.0% | 1.3 | 15,800 | +0 | 5 | — |
| ☆MATX funds › | MATSON INC | TRIM | — | 0.5% | +0.0% | 1.3 | 6,622 | -55 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.5% | +0.0% | 1.3 | 14,873 | +1,002 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 0.5% | -0.0% | 1.2 | 7,845 | +45 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | TRIM | — | 0.5% | -0.2% | 1.2 | 11,483 | -3 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.5% | -0.0% | 1.2 | 4,657 | -42 | 5 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 1.2 | 38,592 | +2,336 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.5% | +0.3% | 1.1 | 987 | -157 | 4 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.5% | +0.0% | 1.1 | 4,103 | +61 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.4% | +0.2% | 1.1 | 1,907 | -598 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.4% | -0.0% | 1.1 | 11,231 | +130 | 5 | — |
| ☆UAL funds › | UNITED AIRLS HLDGS INC | TRIM | — | 0.4% | +0.1% | 1.1 | 7,882 | -49 | 5 | — |
| ☆CGIE funds › | CAPITAL GROUP INTERNATIONAL | ADD | — | 0.4% | +0.0% | 1.1 | 28,672 | +3,981 | 5 | — |
| ☆XHB funds › | SPDR SERIES TRUST | ADD | — | 0.4% | +0.0% | 1.0 | 9,031 | +162 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.4% | -0.0% | 1.0 | 6,855 | +146 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.4% | +0.0% | 1.0 | 4,619 | +227 | 2 | — |
| ☆SNA funds › | SNAP ON INC | TRIM | — | 0.4% | -0.1% | 1.0 | 2,419 | -300 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | TRIM | — | 0.4% | +0.1% | 0.9 | 1,424 | -43 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.4% | -0.1% | 0.9 | 18,213 | -710 | 5 | — |
| ☆DFP funds › | FLAHERTY & CRUMRINE DYNAMIC | TRIM | — | 0.4% | -0.0% | 0.9 | 43,904 | -1,088 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.4% | -0.1% | 0.9 | 3,955 | +34 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 0.3% | -0.0% | 0.9 | 3,164 | -94 | 5 | — |
| ☆FMHI funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.3% | -0.1% | 0.8 | 17,381 | -1,482 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | +0.0% | 0.8 | 9,952 | +332 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.3% | -0.0% | 0.8 | 5,021 | -156 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.3% | -0.0% | 0.8 | 8,568 | +34 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 0.3% | +0.0% | 0.8 | 1,060 | -100 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.3% | -0.0% | 0.8 | 2,128 | +61 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.3% | +0.1% | 0.7 | 703 | +0 | 5 | — |
| ☆VKQ funds › | INVESCO MUNICIPAL TRUST | HOLD | — | 0.3% | -0.0% | 0.7 | 73,688 | +0 | 5 | — |
| ☆VDC funds › | VANGUARD WORLD FD | TRIM | — | 0.3% | -0.0% | 0.7 | 3,213 | -20 | 5 | — |
| ☆NUV funds › | NUVEEN MUN VALUE FD INC | ADD | — | 0.3% | +0.0% | 0.7 | 78,295 | +7,513 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.3% | +0.0% | 0.7 | 1,115 | +0 | 5 | — |
| ☆CGXU funds › | CAPITAL GROUP INTL FOCUS EQT | ADD | — | 0.3% | +0.1% | 0.7 | 20,221 | +7,867 | 2 | — |
| ☆NUE funds › | NUCOR CORP | HOLD | — | 0.3% | +0.0% | 0.7 | 3,133 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.3% | +0.0% | 0.7 | 579 | +0 | 5 | — |
| ☆VPU funds › | VANGUARD WORLD FD | TRIM | — | 0.3% | -0.1% | 0.7 | 3,508 | -309 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.3% | -0.0% | 0.7 | 5,769 | +2 | 5 | — |
| ☆TMSL funds › | T ROWE PRICE EXCHANGE-TRADED | HOLD | — | 0.3% | +0.0% | 0.7 | 15,134 | +0 | 5 | — |
| ☆CGMU funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 0.3% | +0.0% | 0.6 | 23,301 | +3,839 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.2% | -0.0% | 0.6 | 4,766 | +0 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,784 | +76 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.2% | -0.1% | 0.6 | 2,208 | -100 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 0.2% | +0.0% | 0.6 | 3,440 | -200 | 5 | — |
| ☆SHEL funds › | SHELL PLC | TRIM | — | 0.2% | -0.1% | 0.6 | 7,402 | -925 | 5 | — |
| ☆HYD funds › | VANECK ETF TRUST | ADD | — | 0.2% | +0.0% | 0.6 | 10,757 | +1,128 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.5 | 1,503 | +47 | 4 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.2% | +0.1% | 0.5 | 1,264 | +0 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.2% | -0.0% | 0.5 | 6,182 | +249 | 4 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | +0.0% | 0.5 | 2,010 | -10 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.2% | -0.1% | 0.5 | 2,640 | -390 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.2% | -0.0% | 0.5 | 7,839 | +200 | 5 | — |
| ☆FFC funds › | FLAHERTY & CRUMRIN PFD & INM | TRIM | — | 0.2% | -0.0% | 0.5 | 29,088 | -308 | 5 | — |
| ☆ONEQ funds › | FIDELITY COMWLTH TR | ADD | — | 0.2% | +0.0% | 0.4 | 4,343 | +6 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | HOLD | — | 0.2% | -0.0% | 0.4 | 2,602 | +0 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.2% | -0.1% | 0.4 | 9,474 | -967 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.2% | -0.1% | 0.4 | 2,783 | -1,700 | 5 | — |
| ☆IGSB funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 6,937 | +536 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 4,607 | -15 | 5 | — |
| ☆CUSIP:338479108 funds › | FLAHERTY & CRUMRINE TOTAL RE | HOLD | — | 0.1% | -0.0% | 0.4 | 20,790 | +0 | 5 | — |
| ☆FAST funds › | FASTENAL CO | ADD | — | 0.1% | -0.0% | 0.3 | 7,221 | +214 | 3 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | ADD | — | 0.1% | +0.0% | 0.3 | 10,004 | +604 | 4 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,871 | -84 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.3 | 768 | +768 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,925 | -200 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,440 | +1,830 | 3 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 0.3 | 719 | +74 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,344 | +1,344 | 1 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.1% | +0.0% | 0.3 | 802 | +0 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 3,312 | +0 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 845 | -3 | 5 | — |
| ☆VTC funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,870 | +41 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,343 | +1,343 | 1 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 396 | +1 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.3 | 392 | +392 | 1 | — |
| ☆ALL funds › | ALLSTATE CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 1,156 | +0 | 5 | — |
| ☆TOST funds › | TOAST INC | HOLD | — | 0.1% | -0.0% | 0.3 | 9,873 | +0 | 5 | — |
| ☆MET funds › | METLIFE INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,228 | -300 | 2 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | NEW | — | 0.1% | +0.1% | 0.3 | 550 | +550 | 1 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,989 | +10 | 4 | — |
| ☆VHT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | -0.0% | 0.3 | 906 | +3 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.1% | -0.0% | 0.3 | 2,752 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 2,237 | -500 | 2 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 1,028 | +2 | 4 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.1% | 0.3 | 444 | -200 | 5 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.2 | 2,991 | -250 | 4 | — |
| ☆GM funds › | GENERAL MTRS CO | TRIM | — | 0.1% | -0.0% | 0.2 | 3,133 | -300 | 4 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.1% | -0.0% | 0.2 | 6,934 | -185 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,137 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,640 | +1,640 | 1 | — |
| ☆CGCP funds › | CAPITAL GRP FIXED INCM ETF T | NEW | — | 0.1% | +0.1% | 0.2 | 9,994 | +9,994 | 1 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.1% | 0.2 | 10,521 | -113 | 5 | — |
| ☆BA funds › | BOEING CO | NEW | — | 0.1% | +0.1% | 0.2 | 980 | +980 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,172 | +1,172 | 1 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,406 | +2,406 | 1 | — |
| ☆SGOV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,051 | +2,051 | 1 | — |
| ☆AMGN funds › | AMGEN INC | NEW | — | 0.1% | +0.1% | 0.2 | 555 | +555 | 1 | — |
| ☆PCQ funds › | PIMCO CALIF MUN INCOME FD | HOLD | — | 0.1% | -0.0% | 0.1 | 14,436 | +0 | 2 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -2,709 | 0 | — |
| ☆FDX funds › | FEDEX CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -595 | 0 | — |
| ☆SHLD funds › | GLOBAL X FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,949 | 0 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -6,267 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,634 | 0 | — |
| ☆USB funds › | US BANCORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,052 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 248 | 141 | 0.06 | 39% | 0.022 | 0.341 | — | in |
| 2026Q1 | 222 | 135 | 0.06 | 38% | 0.022 | 0.322 | — | in |
| 2025Q4 | 220 | 132 | 0.03 | 39% | 0.023 | 0.334 | — | in |
| 2025Q3 | 212 | 134 | 0.05 | 38% | 0.022 | 0.306 | — | in |
| 2025Q2 | 194 | 129 | 0.12 | 38% | 0.023 | 0.214 | — | entered |
| 2025Q1 | 147 | 98 | 0.00 | 42% | 0.027 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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