☆Gratus Wealth Advisors, LLC
Quality Q
0.748
AUM ($M)
786
Positions
138
Turnover
0.05
Top-10 wt
61%
Herfindahl
0.050
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 149 positions · portfolio value $786M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DGRO funds › | ISHARES TR | ADD | — | 12.0% | -0.4% | 94.2 | 1,243,096 | +25,085 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 9.2% | +0.5% | 71.9 | 817,879 | +655,265 | 5 | — |
| ☆XSMO funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 6.3% | +0.6% | 49.4 | 527,440 | +7,187 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 6.1% | +0.7% | 47.9 | 65,061 | +947 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 4.8% | +1.0% | 37.6 | 197,532 | -2,119 | 5 | — |
| ☆IBDR funds › | ISHARES TR | ADD | — | 4.7% | -0.5% | 37.0 | 1,527,912 | +31,407 | 5 | — |
| ☆IBDS funds › | ISHARES TR | ADD | — | 4.6% | -0.5% | 36.4 | 1,501,436 | +36,309 | 5 | — |
| ☆IBDU funds › | ISHARES TR | ADD | — | 4.6% | -0.5% | 35.9 | 1,550,502 | +41,419 | 5 | — |
| ☆IBDV funds › | ISHARES TR | ADD | — | 4.6% | -0.5% | 35.8 | 1,641,321 | +41,511 | 3 | — |
| ☆IBDT funds › | ISHARES TR | ADD | — | 4.5% | -0.5% | 35.6 | 1,410,511 | +38,343 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 4.1% | +0.7% | 32.4 | 271,486 | +237,006 | 5 | — |
| ☆IDMO funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 3.6% | -0.0% | 28.4 | 470,420 | +13,604 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 3.3% | +0.0% | 25.7 | 318,404 | +240,980 | 5 | — |
| ☆FTCS funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 2.7% | -0.3% | 21.6 | 229,654 | +3,009 | 5 | — |
| ☆GSLC funds › | GOLDMAN SACHS ETF TR | ADD | — | 2.3% | +0.0% | 18.4 | 129,721 | +1,910 | 5 | — |
| ☆QQEW funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 2.2% | +0.2% | 17.2 | 107,823 | +1,379 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 1.4% | -0.0% | 11.4 | 56,898 | -2,067 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.3% | +0.1% | 10.4 | 29,356 | -96 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.2% | +0.0% | 9.8 | 33,849 | -88 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.8% | -0.1% | 6.0 | 16,172 | +56 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.7% | +0.0% | 5.8 | 7,821 | +0 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.7% | +0.1% | 5.7 | 12,028 | -674 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.6% | +0.4% | 4.9 | 16,462 | -439 | 4 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.6% | -0.1% | 4.6 | 9,134 | -241 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.5% | -0.0% | 4.0 | 16,917 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 3.5 | 4,638 | -150 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | TRIM | — | 0.4% | +0.1% | 3.2 | 4,506 | -10 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.4% | +0.0% | 3.1 | 12,955 | +7 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 0.3% | +0.0% | 2.7 | 6,871 | -35 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.3% | -0.1% | 2.6 | 3,474 | -2 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.3% | -0.0% | 2.5 | 37,286 | -80 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.3% | +0.1% | 2.5 | 43,746 | +9,347 | 5 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 0.3% | -0.1% | 2.3 | 8,034 | -148 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.3% | +0.0% | 2.2 | 1,813 | -1 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.3% | +0.1% | 2.2 | 12,742 | +291 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 1.9 | 6,688 | +27 | 5 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.2% | +0.0% | 1.7 | 4,632 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.2% | +0.0% | 1.6 | 6,406 | -21 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.2% | -0.0% | 1.6 | 10,815 | +249 | 5 | — |
| ☆CSX funds › | CSX CORP | ADD | — | 0.2% | +0.0% | 1.6 | 33,346 | +190 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.2% | +0.0% | 1.5 | 1,461 | -6 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | TRIM | — | 0.2% | -0.0% | 1.4 | 5,300 | -207 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.2% | -0.1% | 1.4 | 9,603 | -1,435 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.2% | -0.0% | 1.3 | 3,902 | +42 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 1.3 | 1,390 | +6 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.2% | -0.0% | 1.3 | 2,474 | +22 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 1.2 | 3,419 | -88 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.2% | +0.0% | 1.2 | 4,063 | +32 | 4 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.2% | -0.0% | 1.2 | 10,228 | +129 | 5 | — |
| ☆HCA funds › | HCA HEALTHCARE INC | HOLD | — | 0.2% | -0.1% | 1.2 | 3,081 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.2% | -0.0% | 1.2 | 5,955 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.2% | -0.0% | 1.2 | 9,246 | -74 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 0.1% | -0.1% | 1.2 | 7,014 | +69 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | HOLD | — | 0.1% | -0.0% | 1.2 | 3,387 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 1.2 | 2,046 | +22 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.1% | 1.2 | 16,112 | +353 | 5 | — |
| ☆EDOW funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.1% | -0.0% | 1.1 | 25,955 | +0 | 5 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 1.1 | 7,183 | -402 | 5 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.1% | -0.0% | 1.1 | 9,690 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 1.1 | 3,020 | +0 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | ADD | — | 0.1% | +0.0% | 1.1 | 2,248 | +67 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.1% | -0.0% | 1.1 | 4,839 | -453 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | ADD | — | 0.1% | -0.0% | 1.0 | 2,269 | +36 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.9 | 6,832 | +34 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.9 | 7,279 | -123 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.1% | -0.0% | 0.9 | 2,647 | -62 | 5 | — |
| ☆TOL funds › | TOLL BROTHERS INC | ADD | — | 0.1% | +0.0% | 0.9 | 5,434 | +58 | 5 | — |
| ☆SHEL funds › | SHELL PLC | ADD | — | 0.1% | -0.0% | 0.8 | 10,920 | +95 | 5 | — |
| ☆HLT funds › | HILTON WORLDWIDE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.8 | 2,450 | +2,450 | 1 | — |
| ☆QSR funds › | RESTAURANT BRANDS INTL INC | ADD | — | 0.1% | +0.0% | 0.8 | 11,059 | +3,481 | 2 | — |
| ☆KIM funds › | KIMCO REALTY CORP | ADD | — | 0.1% | +0.0% | 0.8 | 30,665 | +362 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆SRE funds › | SEMPRA | NEW | — | 0.1% | +0.1% | 0.7 | 7,939 | +7,939 | 1 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.1% | -0.1% | 0.7 | 8,032 | -2,271 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.1% | -0.0% | 0.7 | 2,853 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.1% | -0.0% | 0.7 | 2,213 | -64 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | ADD | — | 0.1% | -0.0% | 0.7 | 2,298 | +3 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | +0.0% | 0.7 | 8,127 | +605 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 0.1% | -0.0% | 0.7 | 3,879 | +55 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.1% | +0.0% | 0.6 | 3,438 | -363 | 5 | — |
| ☆KR funds › | KROGER CO | ADD | — | 0.1% | -0.0% | 0.6 | 11,388 | +127 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,775 | -31 | 5 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC | NEW | — | 0.1% | +0.1% | 0.6 | 4,540 | +4,540 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,479 | +0 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.1% | +0.0% | 0.6 | 2,078 | +1,388 | 2 | — |
| ☆TFC funds › | TRUIST FINL CORP | ADD | — | 0.1% | -0.0% | 0.6 | 11,124 | +42 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.1% | -0.0% | 0.5 | 863 | +0 | 5 | — |
| ☆AZN funds › | ASTRAZENECA PLC | ADD | — | 0.1% | -0.0% | 0.5 | 2,807 | +69 | 2 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | HOLD | — | 0.1% | +0.0% | 0.5 | 1,343 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.1% | +0.0% | 0.5 | 4,363 | +0 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 0.5 | 5,333 | +103 | 5 | — |
| ☆CACI funds › | CACI INTL INC | HOLD | — | 0.1% | -0.0% | 0.5 | 1,088 | +0 | 4 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | HOLD | — | 0.1% | -0.0% | 0.5 | 1,186 | +0 | 5 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | ADD | — | 0.1% | -0.0% | 0.5 | 5,219 | +111 | 4 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.1% | +0.0% | 0.5 | 1,684 | -33 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | HOLD | — | 0.1% | -0.0% | 0.5 | 2,458 | +0 | 5 | — |
| ☆GLW funds › | CORNING INC | HOLD | — | 0.1% | +0.0% | 0.4 | 1,720 | +0 | 2 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | ADD | — | 0.1% | -0.0% | 0.4 | 2,059 | +47 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,988 | +2 | 2 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,052 | -226 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | -0.0% | 0.4 | 5,546 | +11 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | HOLD | — | 0.1% | -0.0% | 0.4 | 2,371 | +0 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 0.0% | -0.0% | 0.4 | 2,165 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 0.4 | 1,396 | -17 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.4 | 4,821 | +0 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.4 | 6,797 | -2,160 | 5 | — |
| ☆FV funds › | FIRST TR EXCHANGE TRADED FD | NEW | — | 0.0% | +0.0% | 0.3 | 4,601 | +4,601 | 1 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.0% | -0.0% | 0.3 | 14,457 | +37 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.0% | +0.0% | 0.3 | 293 | +0 | 2 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.0% | +0.0% | 0.3 | 794 | -10 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.0% | -0.0% | 0.3 | 1,261 | -13 | 5 | — |
| ☆FDN funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.0% | -0.0% | 0.3 | 1,225 | +0 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | ADD | — | 0.0% | -0.0% | 0.3 | 1,267 | +1 | 5 | — |
| ☆BUD funds › | ANHEUSER BUSCH INBEV SA NV | ADD | — | 0.0% | +0.0% | 0.3 | 3,733 | +715 | 2 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 854 | -18 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.0% | -0.0% | 0.3 | 3,420 | +0 | 5 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.0% | -0.0% | 0.3 | 6,158 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.3 | 418 | +0 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.0% | -0.0% | 0.3 | 1,268 | +0 | 5 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 1,632 | +0 | 5 | — |
| ☆AZO funds › | AUTOZONE INC | HOLD | — | 0.0% | -0.0% | 0.3 | 85 | +0 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.0% | -0.0% | 0.3 | 2,151 | -48 | 5 | — |
| ☆IBDW funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.3 | 12,693 | +0 | 5 | — |
| ☆PTC funds › | PTC INC | TRIM | — | 0.0% | -0.0% | 0.3 | 2,303 | -121 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 0.0% | -0.0% | 0.3 | 7,840 | -253 | 2 | — |
| ☆ENB funds › | ENBRIDGE INC | TRIM | — | 0.0% | -0.0% | 0.2 | 4,391 | -52 | 5 | — |
| ☆PPL funds › | PPL CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 6,320 | +0 | 2 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,766 | -98 | 5 | — |
| ☆SSUS funds › | STRATEGY SHS | NEW | — | 0.0% | +0.0% | 0.2 | 4,125 | +4,125 | 1 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,016 | +1,016 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,014 | +1,014 | 1 | — |
| ☆RPG funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.2 | 3,503 | +3,503 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.0% | -0.0% | 0.2 | 1,160 | -29 | 3 | — |
| ☆BP funds › | BP PLC | ADD | — | 0.0% | -0.0% | 0.2 | 5,949 | +2 | 4 | — |
| ☆KBWB funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.2 | 2,324 | +2,324 | 1 | — |
| ☆RKLB funds › | ROCKET LAB CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,000 | +2,000 | 1 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,131 | +1,062 | 5 | — |
| ☆OEF funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 550 | +550 | 1 | — |
| ☆AMGN funds › | AMGEN INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,249 | 0 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,031 | 0 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,901 | 0 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -333 | 0 | — |
| ☆DKS funds › | DICKS SPORTING GOODS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,739 | 0 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,687 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,943 | 0 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,957 | 0 | — |
| ☆FIS funds › | FIDELITY NATL INFORMATION SV | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,044 | 0 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,376 | 0 | — |
| ☆EOG funds › | EOG RES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,432 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 786 | 138 | 0.05 | 61% | 0.050 | 0.746 | — | in |
| 2026Q1 | 691 | 138 | 0.10 | 61% | 0.050 | 0.657 | — | in |
| 2025Q4 | 721 | 128 | 0.06 | 61% | 0.051 | 0.683 | — | in |
| 2025Q3 | 710 | 131 | 0.03 | 60% | 0.050 | 0.747 | — | in |
| 2025Q2 | 660 | 130 | 0.04 | 61% | 0.049 | 0.749 | — | entered |
| 2025Q1 | 609 | 128 | 0.00 | 61% | 0.049 | 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