Fund Universe

← Fund Universe

☆Livelsberger Financial Advisory

CIK 0002015721 · holdings for 2025Q4 (change vs 2025Q3) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
4
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 7 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆ABT funds › ABBOTT LABS EXIT Common Stock 0.0% -16.3% 0.0 0 -3,273 0 —
☆AAPL funds › APPLE INC EXIT Common Stock 0.0% -16.5% 0.0 0 -1,736 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -9.0% 0.0 0 -2,146 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -9.3% 0.0 0 -480 0 —
☆PH funds › PARKER-HANNIFIN CORP EXIT — 0.0% -9.4% 0.0 0 -333 0 —
☆CUSIP:000000000 funds › None NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆ABBV funds › ABBVIE INC EXIT Common Stock 0.0% -39.5% 0.0 0 -4,580 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
2025Q4 0 0 0.50 0% 0.000 0.000 — left
2025Q3 2,684 6 0.54 100% 0.235 0.317 — entered
2025Q2 5 85 0.59 57% 0.055 0.000 — out
2025Q1 2,094 5 0.00 100% 0.262 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