☆Miller Financial Services LLC
Quality Q
0.065
AUM ($M)
124
Positions
138
Turnover
0.21
Top-10 wt
33%
Herfindahl
0.018
History (qtrs)
6
Excess Return
not eligible
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Holdings · 147 positions · portfolio value $124M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PEP funds › | PEPSICO INC | ADD | — | 5.6% | +3.8% | 7.0 | 51,600 | +41,124 | 5 | — |
| ☆IEF funds › | ISHARES TR | ADD | — | 5.3% | -0.9% | 6.5 | 69,200 | +11,355 | 5 | — |
| ☆TLT funds › | ISHARES TR | ADD | — | 3.7% | -0.7% | 4.6 | 53,291 | +7,443 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.1% | -0.7% | 3.8 | 13,062 | -179 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 2.7% | +0.1% | 3.4 | 7,873 | +1,415 | 5 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.7% | -0.6% | 3.3 | 59,900 | +7,610 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.7% | -0.9% | 3.3 | 56,634 | +1,947 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.6% | -0.4% | 3.2 | 13,432 | +368 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 2.3% | -0.7% | 2.9 | 26,804 | -640 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 2.1% | -0.6% | 2.6 | 8,605 | -952 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | NEW | — | 2.0% | +2.0% | 2.5 | 7,673 | +7,673 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 1.9% | +0.4% | 2.3 | 3,053 | -362 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | NEW | — | 1.8% | +1.8% | 2.2 | 24,000 | +24,000 | 1 | — |
| ☆SOFI funds › | SOFI TECHNOLOGIES INC | ADD | — | 1.6% | -0.4% | 2.0 | 113,823 | +140 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.6% | +0.5% | 2.0 | 5,403 | +2,780 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 1.3% | +0.5% | 1.6 | 4,569 | +2,293 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 1.2% | -0.6% | 1.5 | 48,124 | -144 | 5 | — |
| ☆USTB funds › | VICTORY PORTFOLIOS II | ADD | — | 1.2% | -0.1% | 1.5 | 29,301 | +7,131 | 3 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 1.2% | -0.5% | 1.4 | 14,525 | -375 | 5 | — |
| ☆NET funds › | CLOUDFLARE INC | TRIM | — | 1.2% | -0.3% | 1.4 | 5,854 | -380 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 1.2% | -0.3% | 1.4 | 4,174 | -10 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.1% | -0.1% | 1.4 | 3,964 | -65 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 1.1% | -0.2% | 1.3 | 23,361 | +3,650 | 5 | — |
| ☆CAG funds › | CONAGRA BRANDS INC | TRIM | — | 1.1% | -0.7% | 1.3 | 99,177 | -1,140 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 1.0% | +1.0% | 1.3 | 1,084 | +1,084 | 1 | — |
| ☆KJAN funds › | INNOVATOR ETFS TRUST | TRIM | — | 1.0% | -0.3% | 1.2 | 25,803 | -1,107 | 5 | — |
| ☆XAGG funds › | MORGAN STANLEY ETF TRUST | ADD | — | 0.9% | +0.2% | 1.2 | 23,375 | +9,260 | 2 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.9% | +0.6% | 1.2 | 8,467 | +5,850 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.9% | -0.3% | 1.2 | 2,314 | -39 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TR | ADD | — | 0.9% | -0.3% | 1.1 | 21,340 | +5,441 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.9% | -0.3% | 1.1 | 15,507 | +725 | 5 | — |
| ☆GNRC funds › | GENERAC HLDGS INC | HOLD | — | 0.9% | +0.1% | 1.1 | 3,673 | +0 | 5 | — |
| ☆CAVA funds › | CAVA GROUP INC | TRIM | — | 0.9% | -0.5% | 1.1 | 13,452 | -1,480 | 5 | — |
| ☆PPG funds › | PPG INDS INC | NEW | — | 0.8% | +0.8% | 1.0 | 8,514 | +8,514 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.8% | -0.1% | 1.0 | 14,107 | +2,138 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.8% | -0.2% | 1.0 | 14,041 | -300 | 5 | — |
| ☆ORI funds › | OLD REP INTL CORP | ADD | — | 0.8% | +0.2% | 1.0 | 23,406 | +9,611 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.8% | -0.5% | 1.0 | 22,572 | +151 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | NEW | — | 0.7% | +0.7% | 0.9 | 3,900 | +3,900 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.7% | -0.1% | 0.9 | 2,624 | -35 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | +0.1% | 0.9 | 1,615 | +643 | 5 | — |
| ☆KAPR funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.7% | -0.2% | 0.9 | 22,340 | -250 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.7% | -0.1% | 0.9 | 1,097 | -23 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.7% | +0.1% | 0.9 | 1,483 | -1,124 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | ADD | — | 0.7% | -0.1% | 0.9 | 506 | +105 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.7% | -0.0% | 0.8 | 9,246 | +3,248 | 5 | — |
| ☆EVTR funds › | MORGAN STANLEY ETF TRUST | ADD | — | 0.7% | -0.2% | 0.8 | 16,084 | +1,070 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.6% | +0.1% | 0.8 | 4,847 | +1,500 | 5 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 0.6% | -0.6% | 0.8 | 17,711 | -5,902 | 5 | — |
| ☆KMAR funds › | INNOVATOR ETFS TRUST | ADD | — | 0.6% | -0.1% | 0.8 | 23,750 | +150 | 2 | — |
| ☆SYK funds › | STRYKER CORPORATION | NEW | — | 0.6% | +0.6% | 0.8 | 2,414 | +2,414 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.6% | -0.3% | 0.8 | 806 | -35 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.6% | -0.0% | 0.7 | 1,860 | +677 | 4 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | -0.0% | 0.7 | 3,342 | +586 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.6% | -0.3% | 0.7 | 1,418 | -88 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | ADD | — | 0.6% | -0.0% | 0.7 | 6,632 | +1,067 | 3 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | NEW | — | 0.6% | +0.6% | 0.7 | 4,941 | +4,941 | 1 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 0.6% | +0.2% | 0.7 | 10,074 | +7,319 | 4 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 0.6% | -0.2% | 0.7 | 6,031 | +520 | 5 | — |
| ☆KAUG funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.5% | -0.3% | 0.7 | 22,925 | -4,760 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | NEW | — | 0.5% | +0.5% | 0.6 | 3,887 | +3,887 | 1 | — |
| ☆NIE funds › | VIRTUS EQUITY & CONV INCM FD | NEW | — | 0.5% | +0.5% | 0.6 | 23,200 | +23,200 | 1 | — |
| ☆GDX funds › | VANECK ETF TRUST | ADD | — | 0.5% | -0.3% | 0.6 | 8,207 | +752 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.5% | -0.1% | 0.6 | 973 | +0 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | NEW | — | 0.5% | +0.5% | 0.6 | 2,472 | +2,472 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.5% | -0.3% | 0.6 | 569 | -374 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.5% | +0.5% | 0.6 | 2,346 | +2,346 | 1 | — |
| ☆CUSIP:45784N833 funds › | INNOVATOR ETFS TRUST | ADD | — | 0.5% | -0.1% | 0.6 | 20,162 | +150 | 5 | — |
| ☆CUSIP:45784N866 funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.5% | -0.1% | 0.6 | 17,959 | -500 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | HOLD | — | 0.5% | -0.2% | 0.6 | 12,409 | +0 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.5% | +0.0% | 0.6 | 5,665 | +2,195 | 2 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.4% | +0.4% | 0.5 | 3,020 | +3,020 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.4% | -0.2% | 0.5 | 2,016 | +281 | 5 | — |
| ☆RDN funds › | RADIAN GROUP INC | HOLD | — | 0.4% | -0.1% | 0.5 | 14,400 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | NEW | — | 0.4% | +0.4% | 0.5 | 2,587 | +2,587 | 1 | — |
| ☆CSX funds › | CSX CORP | NEW | — | 0.4% | +0.4% | 0.5 | 10,660 | +10,660 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | NEW | — | 0.4% | +0.4% | 0.5 | 3,702 | +3,702 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.1% | 0.5 | 6,255 | +4,818 | 5 | — |
| ☆PCT funds › | PURECYCLE TECHNOLOGIES INC | ADD | — | 0.4% | +0.1% | 0.5 | 61,880 | +9,660 | 5 | — |
| ☆CHWY funds › | CHEWY INC | ADD | — | 0.4% | -0.3% | 0.5 | 24,834 | +1,160 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.0% | 0.5 | 1,317 | +100 | 5 | — |
| ☆SWK funds › | STANLEY BLACK & DECKER INC | TRIM | — | 0.4% | -0.1% | 0.5 | 4,917 | -526 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.1% | 0.4 | 1,699 | -50 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.3% | -0.2% | 0.4 | 17,891 | -50 | 5 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.3% | -0.2% | 0.4 | 1,906 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.3% | +0.0% | 0.4 | 931 | -10 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | NEW | — | 0.3% | +0.3% | 0.4 | 1,500 | +1,500 | 1 | — |
| ☆SLB funds › | SLB LIMITED | TRIM | — | 0.3% | -0.2% | 0.4 | 8,224 | -325 | 5 | — |
| ☆OLN funds › | OLIN CORP | TRIM | — | 0.3% | -0.4% | 0.4 | 18,706 | -982 | 5 | — |
| ☆EVIM funds › | MORGAN STANLEY ETF TRUST | ADD | — | 0.3% | -0.0% | 0.4 | 6,860 | +1,620 | 3 | — |
| ☆KJUL funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.3% | -0.1% | 0.4 | 10,711 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.3% | -0.1% | 0.4 | 1,874 | +0 | 5 | — |
| ☆TWLO funds › | TWILIO INC | NEW | — | 0.3% | +0.3% | 0.3 | 1,691 | +1,691 | 1 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.3% | -0.0% | 0.3 | 4,065 | +400 | 2 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | ADD | — | 0.3% | -0.1% | 0.3 | 5,679 | +554 | 2 | — |
| ☆CTMX funds › | CYTOMX THERAPEUTICS INC. | ADD | — | 0.3% | -0.1% | 0.3 | 85,000 | +13,000 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 0.3 | 1,906 | +3 | 4 | — |
| ☆CHDN funds › | CHURCHILL DOWNS INC | ADD | — | 0.3% | -0.1% | 0.3 | 3,485 | +360 | 2 | — |
| ☆WM funds › | WASTE MGMT INC DEL | HOLD | — | 0.2% | -0.1% | 0.3 | 1,375 | +0 | 5 | — |
| ☆CTVA funds › | CORTEVA INC | ADD | — | 0.2% | +0.0% | 0.3 | 3,567 | +1,000 | 2 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.2% | -0.1% | 0.3 | 2,379 | +2 | 5 | — |
| ☆VPU funds › | VANGUARD WORLD FD | HOLD | — | 0.2% | -0.1% | 0.3 | 1,500 | +0 | 5 | — |
| ☆B funds › | BARRICK MNG CORP | TRIM | — | 0.2% | -0.1% | 0.3 | 7,947 | -206 | 5 | — |
| ☆SO funds › | SOUTHERN CO | NEW | — | 0.2% | +0.2% | 0.3 | 3,000 | +3,000 | 1 | — |
| ☆VHT funds › | VANGUARD WORLD FD | HOLD | — | 0.2% | -0.1% | 0.3 | 958 | +0 | 5 | — |
| ☆FFA funds › | FIRST TR ENHANCED EQUITY | NEW | — | 0.2% | +0.2% | 0.3 | 12,635 | +12,635 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.2% | -0.1% | 0.3 | 2,801 | -380 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | NEW | — | 0.2% | +0.2% | 0.3 | 3,765 | +3,765 | 1 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.2% | -0.1% | 0.3 | 3,291 | -50 | 5 | — |
| ☆FLG funds › | FLAGSTAR BANK NATIONAL ASSOC | TRIM | — | 0.2% | -0.2% | 0.3 | 17,398 | -9,166 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.2% | -0.1% | 0.3 | 510 | +0 | 5 | — |
| ☆BDJ funds › | BLACKROCK ENHANCED EQUITY DI | NEW | — | 0.2% | +0.2% | 0.3 | 27,100 | +27,100 | 1 | — |
| ☆ZS funds › | ZSCALER INC | TRIM | — | 0.2% | -0.1% | 0.3 | 1,817 | -235 | 3 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.3% | 0.3 | 845 | -834 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | NEW | — | 0.2% | +0.2% | 0.3 | 2,128 | +2,128 | 1 | — |
| ☆FTNT funds › | FORTINET INC | NEW | — | 0.2% | +0.2% | 0.3 | 1,643 | +1,643 | 1 | — |
| ☆HUBS funds › | HUBSPOT INC | ADD | — | 0.2% | -0.1% | 0.2 | 1,365 | +120 | 3 | — |
| ☆WMT funds › | WALMART INC | NEW | — | 0.2% | +0.2% | 0.2 | 2,112 | +2,112 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.2% | +0.2% | 0.2 | 834 | +834 | 1 | — |
| ☆RNAC funds › | CARTESIAN THERAPEUTICS INC | HOLD | — | 0.2% | +0.0% | 0.2 | 22,143 | +0 | 5 | — |
| ☆GSK funds › | GSK PLC | HOLD | — | 0.2% | -0.1% | 0.2 | 4,055 | +0 | 3 | — |
| ☆OXY funds › | OCCIDENTAL PETE CORP | TRIM | — | 0.2% | -0.2% | 0.2 | 4,348 | -130 | 2 | — |
| ☆BEPC funds › | BROOKFIELD RENEWABLE CORP | TRIM | — | 0.2% | -0.2% | 0.2 | 5,595 | -2,280 | 5 | — |
| ☆CMS funds › | CMS ENERGY CORP | NEW | — | 0.2% | +0.2% | 0.2 | 2,668 | +2,668 | 1 | — |
| ☆VNOM funds › | VIPER ENERGY INC | HOLD | — | 0.2% | -0.1% | 0.2 | 4,750 | +0 | 2 | — |
| ☆PTN funds › | PALATIN TECHNOLOGIES INC | ADD | — | 0.1% | -0.1% | 0.2 | 15,000 | +2,400 | 2 | — |
| ☆F funds › | FORD MTR CO | TRIM | — | 0.1% | -0.1% | 0.2 | 11,590 | -3,487 | 5 | — |
| ☆NNVC funds › | NANOVIRICIDES INC | ADD | — | 0.1% | +0.0% | 0.2 | 112,000 | +7,000 | 3 | — |
| ☆CUSIP:78462F953 funds › | STATE STR SPDR S&P 500 ETF T | NEW | — | 0.1% | +0.1% | 0.1 | 28 | +28 | 1 | — |
| ☆BTZ funds › | BLACKROCK CR ALLOCATION | HOLD | — | 0.1% | -0.0% | 0.1 | 13,000 | +0 | 5 | — |
| ☆IVVD funds › | INVIVYD INC | ADD | — | 0.1% | -0.1% | 0.1 | 133,000 | +28,000 | 5 | — |
| ☆IRD funds › | OPUS GENETICS INC | ADD | — | 0.1% | -0.0% | 0.1 | 27,000 | +5,000 | 3 | — |
| ☆ONDS funds › | ONDAS INC | ADD | — | 0.1% | -0.0% | 0.1 | 12,760 | +1,700 | 2 | — |
| ☆FTF funds › | FRANKLIN LTD DURATION INCOME | NEW | — | 0.1% | +0.1% | 0.1 | 16,256 | +16,256 | 1 | — |
| ☆PFLT funds › | PENNANTPARK FLOATING RATE CA | ADD | — | 0.1% | -0.0% | 0.1 | 11,203 | +411 | 2 | — |
| ☆CTXR funds › | CITIUS PHARMACEUTICALS INC | ADD | — | 0.1% | +0.0% | 0.1 | 130,000 | +116,000 | 2 | — |
| ☆PNNT funds › | PENNANTPARK INVT CORP | ADD | — | 0.0% | -0.0% | 0.1 | 17,132 | +1,378 | 2 | — |
| ☆PTLO funds › | PORTILLOS INC | TRIM | — | 0.0% | -0.1% | 0.0 | 10,425 | -17,350 | 5 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,937 | 0 | — |
| ☆DOW funds › | DOW HLDGS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,246 | 0 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,271 | 0 | — |
| ☆CUSIP:928661107 funds › | VOLITIONRX LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -31,000 | 0 | — |
| ☆GLD funds › | SPDR GOLD TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -511 | 0 | — |
| ☆DTIL funds › | PRECISION BIOSCIENCES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,000 | 0 | — |
| ☆BA funds › | BOEING CO | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -2,050 | 0 | — |
| ☆CUSIP:72941H509 funds › | PLUS THERAPEUTICS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -50,000 | 0 | — |
| ☆WYNN funds › | WYNN RESORTS LTD | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,970 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 124 | 138 | 0.21 | 33% | 0.018 | 0.066 | — | in |
| 2026Q1 | 90 | 119 | 0.13 | 34% | 0.019 | 0.113 | — | in |
| 2025Q4 | 85 | 114 | 0.11 | 36% | 0.019 | 0.110 | — | in |
| 2025Q3 | 87 | 113 | 0.08 | 35% | 0.019 | 0.136 | — | in |
| 2025Q2 | 78 | 107 | 0.11 | 34% | 0.020 | 0.124 | — | entered |
| 2025Q1 | 70 | 97 | 0.00 | 37% | 0.023 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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