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☆Catalina Capital Group, LLC

CIK 0002018090 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.294
AUM ($M)
163
Positions
173
Turnover
0.08
Top-10 wt
44%
Herfindahl
0.029
History (qtrs)
5
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 186 positions · portfolio value $163M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆USFR funds › WISDOMTREE TR TRIM — 11.1% -0.5% 18.1 359,264 -14,697 4 —
☆IVV funds › ISHARES TR ADD — 5.0% +0.0% 8.1 12,439 +639 4 —
☆AAPL funds › APPLE INC ADD — 4.5% +0.0% 7.4 29,132 +2,110 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 4.1% -0.4% 6.7 131,890 -13,766 4 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.9% -0.3% 6.4 36,554 +9 4 —
☆SPYM funds › SPDR SERIES TRUST ADD — 3.4% +0.3% 5.6 73,473 +9,508 4 —
☆PDEC funds › INNOVATOR ETFS TRUST ADD — 3.3% +0.2% 5.4 126,094 +8,454 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 3.0% +0.1% 4.8 25,243 +993 4 —
☆DGRW funds › WISDOMTREE TR TRIM — 2.8% -0.1% 4.6 51,910 -210 4 —
☆AMZN funds › AMAZON COM INC ADD — 2.7% +0.3% 4.4 21,287 +4,483 4 —
☆MSFT funds › MICROSOFT CORP ADD — 2.3% -0.1% 3.8 10,235 +1,954 4 —
☆CUSIP:45784N833 funds › INNOVATOR ETFS TRUST ADD — 1.7% +0.1% 2.7 106,865 +5,982 4 —
☆GOOG funds › ALPHABET INC ADD — 1.7% -0.1% 2.7 9,425 +223 4 —
☆META funds › META PLATFORMS INC ADD — 1.5% -0.2% 2.4 4,222 +103 4 —
☆GOVT funds › ISHARES TR ADD — 1.5% +0.3% 2.4 104,397 +25,161 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.3% -0.1% 2.2 3,318 -23 4 —
☆GOOGL funds › ALPHABET INC ADD — 1.2% -0.1% 1.9 6,681 +189 4 —
☆IVE funds › ISHARES TR TRIM — 1.1% -0.0% 1.8 8,508 -41 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.1% -0.0% 1.8 3,739 +98 4 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.0% -0.0% 1.7 2,900 +132 4 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 1.0% -0.2% 1.6 27,533 -4,114 4 —
☆IYW funds › ISHARES TR ADD — 1.0% -0.1% 1.6 8,824 +63 4 —
☆IVW funds › ISHARES TR ADD — 0.9% -0.0% 1.5 13,640 +1,083 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.9% +0.0% 1.5 7,117 +261 4 —
☆SBUX funds › STARBUCKS CORP ADD — 0.9% +0.1% 1.5 16,255 +9 4 —
☆AVGO funds › BROADCOM INC ADD — 0.8% -0.1% 1.4 4,414 +110 4 —
☆LLY funds › ELI LILLY & CO ADD — 0.7% -0.1% 1.1 1,214 +17 4 —
☆IUSB funds › ISHARES TR ADD — 0.7% +0.0% 1.1 24,130 +1,235 4 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.7% +0.7% 1.1 33,844 +33,844 1 —
☆KO funds › COCA COLA CO ADD — 0.6% +0.1% 1.0 13,685 +94 4 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.6% +0.1% 1.0 43,934 +4,852 4 —
☆ACWX funds › ISHARES TR NEW — 0.6% +0.6% 1.0 14,870 +14,870 1 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.6% -0.0% 0.9 19,061 +200 4 —
☆TJX funds › TJX COS INC NEW ADD — 0.6% +0.0% 0.9 5,928 +25 4 —
☆XTEN funds › BONDBLOXX ETF TRUST ADD — 0.6% +0.1% 0.9 20,258 +2,074 4 —
☆QUAL funds › ISHARES TR ADD — 0.5% +0.0% 0.9 4,606 +230 4 —
☆NFLX funds › NETFLIX INC. TRIM — 0.5% -0.0% 0.9 9,000 -927 4 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.5% -0.1% 0.8 1,797 +13 4 —
☆FCAL funds › FIRST TR EXCH TRADED FD III ADD — 0.5% -0.0% 0.8 16,540 +123 4 —
☆ORCL funds › ORACLE CORP ADD — 0.5% -0.2% 0.8 5,471 +79 4 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.1% 0.8 16,892 -4,099 4 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.5% +0.0% 0.8 23,354 +1,768 4 —
☆HD funds › HOME DEPOT INC TRIM — 0.5% -0.0% 0.8 2,293 -92 4 —
☆EFV funds › ISHARES TR TRIM — 0.5% -0.3% 0.8 10,104 -6,837 4 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% -0.0% 0.7 2,528 +23 4 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.5% +0.1% 0.7 9,118 +1,325 2 —
☆GAPR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.4% +0.0% 0.7 18,088 +0 4 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.1% 0.7 1,001 +11 4 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% -0.0% 0.7 6,307 +380 4 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.4% +0.0% 0.7 19,352 +1,402 4 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.4% +0.0% 0.7 3,065 +13 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% +0.1% 0.6 644 +9 4 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.4% -0.0% 0.6 751 +6 4 —
☆RBB funds › RBB BANCORP HOLD — 0.4% +0.0% 0.6 29,605 +0 4 —
☆FAPR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.4% +0.0% 0.6 13,946 +0 4 —
☆WMT funds › WALMART INC ADD — 0.4% +0.1% 0.6 4,817 +246 4 —
☆MBB funds › ISHARES TR ADD — 0.4% +0.0% 0.6 6,133 +546 4 —
☆GDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.4% -0.0% 0.6 15,504 -237 4 —
☆PMAY funds › INNOVATOR ETFS TRUST HOLD — 0.4% +0.0% 0.6 14,361 +0 4 —
☆BNY funds › BANK NEW YORK MELLON CORP TRIM — 0.3% +0.0% 0.6 4,745 -5 4 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.6 1,744 +1 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.3% +0.1% 0.6 7,844 +2,525 2 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.0% 0.6 2,656 -70 4 —
☆CUSIP:33740F516 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.3% -0.0% 0.5 13,115 +0 4 —
☆ABBV funds › ABBVIE INC ADD — 0.3% -0.0% 0.5 2,511 +35 4 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.3% +0.3% 0.5 13,006 +13,006 1 —
☆TSLA funds › TESLA INC ADD — 0.3% -0.0% 0.5 1,371 +74 4 —
☆PJAN funds › INNOVATOR ETFS TRUST HOLD — 0.3% -0.0% 0.5 10,572 +0 4 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.3% -0.0% 0.5 9,269 -1,192 4 —
☆KYN funds › KAYNE ANDERSON ENERGY INFRST ADD — 0.3% +0.0% 0.5 32,973 +260 4 —
☆IWF funds › ISHARES TR ADD — 0.3% -0.0% 0.5 1,086 +1 4 —
☆IAGG funds › ISHARES TR ADD — 0.3% +0.0% 0.4 8,939 +667 4 —
☆PECO funds › PHILLIPS EDISON & CO INC TRIM — 0.3% +0.0% 0.4 11,759 -132 4 —
☆IWM funds › ISHARES TR NEW — 0.3% +0.3% 0.4 1,750 +1,750 1 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.3% -0.1% 0.4 8,225 +0 4 —
☆V funds › VISA INC ADD — 0.3% -0.0% 0.4 1,395 +18 4 —
☆SDHY funds › PGIM SHORT DUR HIG YLD OPP F HOLD — 0.2% -0.0% 0.4 25,367 +0 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.0% 0.4 2,731 +94 4 —
☆OTF funds › BLUE OWL TECHNOLOGY FIN CORP ADD — 0.2% +0.1% 0.4 32,065 +15,659 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% +0.1% 0.4 2,330 +80 4 —
☆SABA funds › SABA CAPITAL INCOME & OPPORT HOLD — 0.2% +0.0% 0.4 47,012 +0 4 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.4 7,766 +0 4 —
☆MPC funds › MARATHON PETE CORP ADD — 0.2% +0.1% 0.4 1,593 +2 4 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.4 637 +114 2 —
☆MFM funds › MFS MUN INCOME TR HOLD — 0.2% -0.0% 0.4 70,125 +0 4 —
☆TYG funds › TORTOISE ENERGY INFRSTRCTR C TRIM — 0.2% +0.0% 0.4 7,426 -849 4 —
☆COP funds › CONOCOPHILLIPS ADD — 0.2% +0.1% 0.4 2,776 +40 4 —
☆BLK funds › BLACKROCK INC TRIM — 0.2% -0.0% 0.4 381 -7 4 —
☆TRGP funds › TARGA RES CORP ADD — 0.2% +0.1% 0.4 1,450 +10 4 —
☆PFEB funds › INNOVATOR ETFS TRUST ADD — 0.2% +0.0% 0.4 8,754 +750 4 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% +0.0% 0.4 2,430 +198 4 —
☆ETN funds › EATON CORP PLC ADD — 0.2% +0.0% 0.4 981 +10 4 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.2% -0.2% 0.3 3,741 -4,036 4 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.0% 0.3 4,421 +43 4 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.3 6,172 -780 4 —
☆GJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.3 8,110 +0 4 —
☆CMI funds › CUMMINS INC ADD — 0.2% +0.0% 0.3 591 +7 3 —
☆CUSIP:59318D104 funds › MFS HIGH INCOME MUN TR ADD — 0.2% +0.0% 0.3 82,017 +224 3 —
☆PSX funds › PHILLIPS 66 TRIM — 0.2% +0.1% 0.3 1,669 -1 4 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.2% -0.0% 0.3 996 +12 4 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.2% +0.0% 0.3 1,473 +199 3 —
☆BANX funds › ARROWMARK FINANCIAL CORP ADD — 0.2% -0.0% 0.3 15,717 +9 4 —
☆SYK funds › STRYKER CORPORATION ADD — 0.2% -0.0% 0.3 899 +3 4 —
☆AFB funds › ALLIANCEBERNSTEIN NATL MUN I ADD — 0.2% +0.0% 0.3 27,513 +7,823 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% +0.0% 0.3 1,760 +38 4 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% +0.0% 0.3 8,615 +600 4 —
☆WSM funds › WILLIAMS SONOMA INC HOLD — 0.2% +0.0% 0.3 1,585 +0 4 —
☆MS funds › MORGAN STANLEY ADD — 0.2% -0.0% 0.3 1,742 +12 3 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.2% +0.0% 0.3 896 +12 4 —
☆DFP funds › FLAHERTY & CRUMRINE DYNAMIC ADD — 0.2% -0.0% 0.3 14,045 +60 4 —
☆WMB funds › WILLIAMS COS INC ADD — 0.2% +0.0% 0.3 3,872 +37 4 —
☆PCQ funds › PIMCO CALIF MUN INCOME FD ADD — 0.2% -0.0% 0.3 32,700 +16 4 —
☆CVX funds › CHEVRON CORPORATION NEW — 0.2% +0.2% 0.3 1,346 +1,346 1 —
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.3 4,772 +0 4 —
☆RTX funds › RTX CORPORATION NEW — 0.2% +0.2% 0.3 1,316 +1,316 1 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 0.3 506 +9 4 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% -0.1% 0.3 926 -105 4 —
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.2% +0.2% 0.2 411 +411 1 —
☆FIVE funds › FIVE BELOW INC HOLD — 0.2% +0.0% 0.2 1,085 +0 2 —
☆CUSIP:45784N304 funds › INNOVATOR ETFS TRUST HOLD — 0.2% +0.0% 0.2 8,734 +0 4 —
☆SNDK funds › SANDISK CORP NEW — 0.2% +0.2% 0.2 387 +387 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.2 635 +635 1 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 0.2 1,945 +3 4 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.1% +0.1% 0.2 892 +892 1 —
☆FMB funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 0.2 4,755 +25 4 —
☆CAIE funds › CALAMOS ETF TR NEW — 0.1% +0.1% 0.2 9,546 +9,546 1 —
☆FJAN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.2 4,688 +0 4 —
☆MRK funds › MERCK & CO INC NEW — 0.1% +0.1% 0.2 1,929 +1,929 1 —
☆NPFD funds › NUVEEN VRIABL RAT PFD & INM TRIM — 0.1% -0.1% 0.2 12,572 -11,007 4 —
☆GLD funds › SPDR GOLD TR NEW — 0.1% +0.1% 0.2 528 +528 1 —
☆NVG funds › NUVEEN AMT FREE MUN CR INC F HOLD — 0.1% -0.0% 0.2 18,376 +0 4 —
☆PNOV funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 5,513 +0 2 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% -0.0% 0.2 958 +0 2 —
☆AFL funds › AFLAC INC ADD Common Stock 0.1% +0.0% 0.2 2,036 +15 4 —
☆TRIN funds › TRINITY CAP INC ADD — 0.1% +0.0% 0.2 15,153 +19 2 —
☆ASML funds › ASML HLDG NV NEW — 0.1% +0.1% 0.2 167 +167 1 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.1% +0.0% 0.2 754 +5 4 —
☆DSM funds › BNY MELLON STRATEGIC MUN BD HOLD — 0.1% -0.0% 0.2 36,500 +0 4 —
☆FSCO funds › FS CREDIT OPPORTUNITIES CORP ADD — 0.1% -0.0% 0.2 42,908 +149 4 —
☆MSI funds › MOTOROLA SOLUTIONS INC NEW — 0.1% +0.1% 0.2 502 +502 1 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% +0.0% 0.2 243 -1 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% -0.0% 0.2 555 +87 4 —
☆VXUS funds › VANGUARD STAR FDS NEW — 0.1% +0.1% 0.2 2,808 +2,808 1 —
☆MMU funds › WESTERN ASSET MANAGED MUNS F HOLD — 0.1% -0.0% 0.2 20,665 +0 4 —
☆IGV funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,640 +2,640 1 —
☆PMO funds › PUTNAM MUN OPPORTUNITIES TR HOLD — 0.1% -0.0% 0.2 20,515 +0 4 —
☆KBDC funds › KAYNE ANDERSON BDC INC HOLD — 0.1% -0.0% 0.2 15,373 +0 2 —
☆NUE funds › NUCOR CORP ADD — 0.1% +0.0% 0.2 1,244 +10 2 —
☆IEFA funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,286 +2,286 1 —
☆RA funds › BROOKFIELD REAL ASSETS INCOM HOLD — 0.1% -0.0% 0.2 15,960 +0 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.2 604 +604 1 —
☆GILD funds › GILEAD SCIENCES INC NEW — 0.1% +0.1% 0.2 1,461 +1,461 1 —
☆VO funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.2 707 +0 3 —
☆PAPR funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.2 5,086 +5,086 1 —
☆DPG funds › DUFF & PHELPS UTLITY AND INF ADD — 0.1% +0.0% 0.2 13,732 +716 4 —
☆DLY funds › DOUBLELINE YIELD OPPORTUNITI HOLD — 0.1% -0.0% 0.2 13,597 +0 4 —
☆RLTY funds › COHEN & STEERS REAL ESTATE O ADD — 0.1% -0.0% 0.2 12,920 +22 4 —
☆JPC funds › NUVEEN PFD & INCOME OPPORTUN ADD — 0.1% -0.0% 0.2 24,627 +62 4 —
☆PNI funds › PIMCO NEW YORK MUN FD II NEW — 0.1% +0.1% 0.2 26,206 +26,206 1 —
☆EOT funds › EATON VANCE NATL MUN OPPORT TRIM — 0.1% +0.0% 0.2 10,324 -24 4 —
☆NZF funds › NUVEEN MUN CR INCOME FD TRIM — 0.1% -0.1% 0.2 14,511 -8,710 4 —
☆CGBD funds › CARLYLE SECURED LENDING INC NEW — 0.1% +0.1% 0.2 15,966 +15,966 1 —
☆PFO funds › FLAHERTY & CRUMRINE PFD INCO HOLD — 0.1% -0.0% 0.2 18,823 +0 4 —
☆CUSIP:67074Y105 funds › NUVEEN REAL ASSET INCOME & G ADD — 0.1% -0.0% 0.2 13,659 +21 4 —
☆HTGC funds › HERCULES CAPITAL INC NEW — 0.1% +0.1% 0.2 10,717 +10,717 1 —
☆EOD funds › ALLSPRING GLOBAL DIVIDEND OP HOLD — 0.1% -0.0% 0.1 22,216 +0 4 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB HOLD — 0.1% -0.0% 0.1 14,050 +0 4 —
☆MHD funds › BLACKROCK MUNIHOLDINGS FD IN NEW — 0.1% +0.1% 0.1 10,586 +10,586 1 —
☆VGM funds › INVESCO TR INVT GRADE MUNS HOLD — 0.1% -0.0% 0.1 11,104 +0 4 —
☆ETJ funds › EATON VANCE RISK-MANAGED DIV ADD — 0.1% -0.0% 0.1 13,296 +26 4 —
☆ERC funds › ALLSPRING MULTI SECTOR INCOM HOLD — 0.1% -0.0% 0.1 10,929 +0 4 —
☆IGD funds › VOYA GLBL EQTY DIV & PREM OP HOLD — 0.0% -0.0% 0.1 11,487 +0 4 —
☆ZVIA funds › ZEVIA PBC ADD — 0.0% -0.0% 0.0 13,623 +3,623 4 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.6% 0.0 0 -13,679 0 —
☆CSWC funds › CAPITAL SOUTHWEST CORP EXIT — 0.0% -0.2% 0.0 0 -11,897 0 —
☆IIM funds › INVESCO VALUE MUN INCOME TR EXIT — 0.0% -0.2% 0.0 0 -22,641 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.1% 0.0 0 -3,827 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.1% 0.0 0 -447 0 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.9% 0.0 0 -24,709 0 —
☆GBDC funds › GOLUB CAP BDC INC EXIT — 0.0% -0.1% 0.0 0 -16,105 0 —
☆CUSIP:98400T106 funds › XAI OCTAGN FLT RAT & ALT INM EXIT — 0.0% -0.0% 0.0 0 -16,768 0 —
☆ASGI funds › ABRDN GLOBAL INFRA INCOME FU EXIT — 0.0% -0.2% 0.0 0 -11,077 0 —
☆CELH funds › CELSIUS HLDGS INC EXIT — 0.0% -0.7% 0.0 0 -24,415 0 —
☆CUSIP:092479104 funds › BLACKROCK MUN INCOME QUALITY EXIT — 0.0% -0.1% 0.0 0 -11,315 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.2% 0.0 0 -1,491 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -0.1% 0.0 0 -1,611 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
2026Q1 163 173 0.08 44% 0.029 0.303 — in
2025Q4 163 161 0.12 44% 0.030 0.199 — in
2025Q3 162 161 0.08 43% 0.027 0.255 — in
2025Q2 148 163 0.16 42% 0.025 0.157 — entered
2025Q1 150 179 0.00 39% 0.023 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