Fund Universe

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☆Power Alpha Investment Ltd

CIK 0002014593 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.963
AUM ($M)
994
Positions
4
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.877
History (qtrs)
3
Excess Return
—

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Quarter
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Security type

Holdings · 5 positions · portfolio value $994M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM ETP 93.5% -0.0% 929.5 1,244,951 -13,200 2 —
☆VOO funds › VANGUARD INDEX FDS HOLD ETP 4.6% +0.1% 45.7 66,600 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD Common Stock 1.2% +0.6% 11.5 22,900 +13,600 2 —
☆IVV funds › ISHARES TR HOLD ETP 0.7% +0.0% 6.9 9,200 +0 2 —
☆SMH funds › VANECK ETF TRUST EXIT ETP 0.0% -0.7% 0.0 0 -15,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 994 4 0.01 100% 0.877 0.962 — in
2026Q1 874 5 0.02 100% 0.878 0.957 — entered
2025Q4 973 5 0.00 100% 0.853 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