☆Smith Thornton Advisors LLC
Quality Q
0.254
AUM ($M)
227
Positions
140
Turnover
0.07
Top-10 wt
33%
Herfindahl
0.019
History (qtrs)
6
Excess Return
—
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Holdings · 146 positions · portfolio value $227M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 5.5% | +0.4% | 12.5 | 254,612 | +16,427 | 5 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | ADD | — | 4.6% | +0.4% | 10.4 | 223,806 | +18,826 | 5 | — |
| ☆USTB funds › | VICTORY PORTFOLIOS II | ADD | — | 3.1% | -0.2% | 7.1 | 141,546 | +10,243 | 5 | — |
| ☆UITB funds › | VICTORY PORTFOLIOS II | ADD | — | 3.1% | -0.3% | 7.1 | 152,724 | +8,780 | 5 | — |
| ☆CGGO funds › | CAPITAL GROUP GBL GROWTH EQT | ADD | — | 3.1% | +0.5% | 7.0 | 174,374 | +21,123 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | ADD | — | 2.9% | +0.1% | 6.5 | 132,394 | +12,894 | 5 | — |
| ☆IWR funds › | ISHARES TR | ADD | — | 2.8% | +0.2% | 6.3 | 57,271 | +4,681 | 5 | — |
| ☆CGCP funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 2.7% | -0.2% | 6.2 | 281,071 | +16,251 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 2.7% | +0.1% | 6.1 | 8,043 | +251 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.6% | +0.1% | 5.9 | 16,879 | -409 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 2.6% | +0.1% | 5.8 | 74,995 | +5,529 | 5 | — |
| ☆CGCB funds › | CAPITAL GRP FIXED INCM ETF T | TRIM | — | 2.5% | -0.4% | 5.8 | 221,717 | -1,234 | 5 | — |
| ☆MINT funds › | PIMCO ETF TR | ADD | — | 2.5% | -0.1% | 5.6 | 56,181 | +4,420 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.3% | +0.5% | 5.2 | 16,288 | +2,378 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | ADD | — | 2.1% | -0.6% | 4.7 | 62,502 | +2,136 | 5 | — |
| ☆CGMM funds › | CAPITAL GROUP EQUITY ETF TR | ADD | — | 2.1% | +0.1% | 4.7 | 145,026 | +12,016 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 1.8% | +0.2% | 4.2 | 5,863 | +273 | 5 | — |
| ☆GL funds › | GLOBE LIFE INC | ADD | — | 1.8% | +0.3% | 4.0 | 22,514 | +1,125 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 1.7% | +0.1% | 3.8 | 111,834 | +4,681 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.7% | +0.1% | 3.7 | 9,587 | +1,119 | 5 | — |
| ☆EMXC funds › | ISHARES INC | ADD | — | 1.5% | +0.2% | 3.5 | 37,230 | +2,942 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.5% | +0.1% | 3.5 | 5,274 | +197 | 5 | — |
| ☆FLTR funds › | VANECK ETF TRUST | ADD | — | 1.5% | -0.2% | 3.4 | 133,885 | +4,633 | 5 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | TRIM | — | 1.4% | +0.1% | 3.3 | 104,812 | -87 | 5 | — |
| ☆COWZ funds › | PACER FDS TR | ADD | — | 1.4% | -0.0% | 3.1 | 48,616 | +3,207 | 5 | — |
| ☆AIRR funds › | FIRST TR EXCHANGE TRADED FD | ADD | — | 1.3% | -0.0% | 3.0 | 24,631 | +733 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 1.1% | -0.2% | 2.4 | 21,234 | +881 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.0% | +0.3% | 2.2 | 6,600 | +1,852 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.0% | +0.2% | 2.2 | 10,791 | +2,105 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.9% | +0.1% | 2.0 | 8,093 | +553 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.9% | -0.5% | 1.9 | 13,491 | -2,410 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.8% | -0.1% | 1.9 | 22,036 | -778 | 5 | — |
| ☆CGBL funds › | CAPITAL GROUP CORE BALANCED | ADD | — | 0.8% | +0.1% | 1.8 | 48,796 | +5,810 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.8% | -0.1% | 1.8 | 16,994 | -430 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.8% | -0.1% | 1.8 | 18,469 | +861 | 5 | — |
| ☆CGSD funds › | CAPITAL GRP FIXED INCM ETF T | HOLD | — | 0.8% | -0.1% | 1.7 | 67,273 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.7% | +0.1% | 1.7 | 5,810 | +686 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.7% | -0.0% | 1.7 | 2,443 | -89 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.7% | +0.0% | 1.7 | 27,801 | +32 | 5 | — |
| ☆CGMU funds › | CAPITAL GRP FIXED INCM ETF T | HOLD | — | 0.7% | -0.1% | 1.6 | 60,210 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.7% | -0.0% | 1.6 | 21,505 | +0 | 5 | — |
| ☆CGSM funds › | CAPITAL GRP FIXED INCM ETF T | HOLD | — | 0.7% | -0.1% | 1.6 | 59,890 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.7% | -0.1% | 1.6 | 3,168 | +61 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.7% | +0.0% | 1.5 | 3,781 | +268 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.6% | +0.2% | 1.4 | 1,189 | +288 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.6% | -0.0% | 1.4 | 1,854 | -21 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.6% | -0.3% | 1.3 | 61,977 | -2,060 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.6% | +0.1% | 1.3 | 10,927 | +52 | 5 | — |
| ☆SFBS funds › | SERVISFIRST BANCSHARES INC | TRIM | — | 0.6% | -0.0% | 1.3 | 15,155 | -1,000 | 5 | — |
| ☆MUNI funds › | PIMCO ETF TR | ADD | — | 0.5% | -0.1% | 1.2 | 22,888 | +42 | 5 | — |
| ☆HUM funds › | HUMANA INC | HOLD | — | 0.5% | +0.3% | 1.1 | 2,819 | +0 | 5 | — |
| ☆CDL funds › | VICTORY PORTFOLIOS II | TRIM | — | 0.5% | -0.1% | 1.1 | 14,344 | -511 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.5% | -0.0% | 1.1 | 4,330 | +149 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.4% | +0.1% | 1.0 | 1,080 | +184 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.4% | -0.2% | 1.0 | 23,040 | -891 | 5 | — |
| ☆CFA funds › | VICTORY PORTFOLIOS II | HOLD | — | 0.4% | -0.0% | 1.0 | 9,893 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.1% | 1.0 | 2,519 | +209 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.4% | -0.0% | 1.0 | 6,476 | +576 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 1.0 | 9,822 | -47 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.4% | -0.1% | 0.9 | 2,803 | -110 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.4% | -0.1% | 0.9 | 7,000 | +238 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.4% | -0.1% | 0.9 | 9,116 | -487 | 5 | — |
| ☆GPN funds › | GLOBAL PMTS INC | HOLD | — | 0.4% | -0.0% | 0.8 | 11,060 | +0 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.4% | -0.0% | 0.8 | 9,478 | +6 | 5 | — |
| ☆CGUS funds › | CAPITAL GROUP CORE EQUITY ET | ADD | — | 0.4% | +0.0% | 0.8 | 18,392 | +3 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.3% | -0.1% | 0.8 | 17,196 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.3% | +0.1% | 0.7 | 1,241 | +0 | 4 | — |
| ☆IWN funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.7 | 3,225 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.3% | -0.0% | 0.7 | 7,861 | +443 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.7 | 7,120 | -104 | 5 | — |
| ☆MUB funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.7 | 6,095 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | -0.0% | 0.6 | 2,602 | +0 | 5 | — |
| ☆CDC funds › | VICTORY PORTFOLIOS II | TRIM | — | 0.3% | -0.0% | 0.6 | 8,186 | -68 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.3% | -0.0% | 0.6 | 4,908 | +473 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.3% | -0.1% | 0.6 | 1,148 | -20 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.3% | +0.0% | 0.6 | 3,238 | -331 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.3% | +0.0% | 0.6 | 5,514 | +704 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.3% | +0.0% | 0.6 | 5,710 | +799 | 5 | — |
| ☆IEMG funds › | ISHARES INC | HOLD | — | 0.3% | -0.0% | 0.6 | 7,434 | +0 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.2% | +0.0% | 0.6 | 3,920 | +15 | 5 | — |
| ☆VFC funds › | V F CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 32,225 | +0 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | HOLD | — | 0.2% | -0.0% | 0.5 | 4,968 | +0 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | HOLD | — | 0.2% | +0.1% | 0.5 | 1,600 | +0 | 4 | — |
| ☆INTC funds › | INTEL CORP | HOLD | — | 0.2% | +0.1% | 0.5 | 4,936 | +0 | 2 | — |
| ☆DVY funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.5 | 3,159 | -116 | 5 | — |
| ☆FDX funds › | FEDEX CORP | HOLD | — | 0.2% | -0.1% | 0.5 | 1,604 | +0 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | +0.0% | 0.5 | 2,770 | +0 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.5 | 3,814 | -73 | 5 | — |
| ☆UCB funds › | UNITED CMNTY BKS BLAIRSVLE G | HOLD | — | 0.2% | -0.0% | 0.5 | 13,652 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | -0.0% | 0.5 | 2,188 | +0 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | -0.0% | 0.5 | 2,298 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.5 | 5,286 | +4,405 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.2% | +0.0% | 0.5 | 263 | +0 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.4 | 5,946 | -2,131 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | TRIM | — | 0.2% | -0.2% | 0.4 | 808 | -253 | 5 | — |
| ☆TIP funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.4 | 4,035 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.2% | -0.1% | 0.4 | 3,141 | -68 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.2% | -0.0% | 0.4 | 1,567 | +195 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.2% | -0.0% | 0.4 | 779 | +0 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | NEW | — | 0.2% | +0.2% | 0.4 | 3,683 | +3,683 | 1 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.2% | -0.0% | 0.4 | 1,080 | -82 | 5 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.2% | -0.0% | 0.4 | 2,500 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.2% | -0.0% | 0.4 | 633 | +33 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | HOLD | — | 0.2% | -0.0% | 0.4 | 4,016 | +0 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 0.4 | 6,562 | -46 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | -0.0% | 0.4 | 1,236 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.2% | -0.1% | 0.4 | 973 | +0 | 5 | — |
| ☆FLOT funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.4 | 6,980 | +0 | 5 | — |
| ☆NUE funds › | NUCOR CORP | NEW | — | 0.2% | +0.2% | 0.3 | 1,498 | +1,498 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 0.3 | 371 | +16 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.2% | -0.1% | 0.3 | 1,881 | -280 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,266 | +2,266 | 1 | — |
| ☆TJX funds › | TJX COS INC NEW | NEW | — | 0.1% | +0.1% | 0.3 | 1,887 | +1,887 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 1,276 | +0 | 5 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.3 | 3,612 | +0 | 5 | — |
| ☆SHY funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 3,281 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.1% | +0.1% | 0.3 | 257 | +257 | 1 | — |
| ☆CMI funds › | CUMMINS INC | NEW | — | 0.1% | +0.1% | 0.3 | 393 | +393 | 1 | — |
| ☆IVOO funds › | VANGUARD ADMIRAL FDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,000 | +0 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | ADD | — | 0.1% | +0.0% | 0.3 | 3,573 | +60 | 2 | — |
| ☆MINO funds › | PIMCO ETF TR | HOLD | — | 0.1% | -0.0% | 0.3 | 5,555 | +0 | 4 | — |
| ☆CGMS funds › | CAPITAL GRP FIXED INCM ETF T | HOLD | — | 0.1% | -0.0% | 0.2 | 8,975 | +0 | 3 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.1% | -0.0% | 0.2 | 4,174 | -619 | 5 | — |
| ☆MGEE funds › | MGE ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,835 | +0 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | NEW | — | 0.1% | +0.1% | 0.2 | 565 | +565 | 1 | — |
| ☆NVO funds › | NOVO-NORDISK A S | NEW | — | 0.1% | +0.1% | 0.2 | 4,615 | +4,615 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 1,148 | +1,148 | 1 | — |
| ☆BHP funds › | BHP BILLITON LIMITED | TRIM | — | 0.1% | -0.0% | 0.2 | 2,730 | -70 | 2 | — |
| ☆BA funds › | BOEING CO | NEW | — | 0.1% | +0.1% | 0.2 | 1,004 | +1,004 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,182 | +1,182 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.1% | +0.1% | 0.2 | 852 | +852 | 1 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.2 | 2,728 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | NEW | — | 0.1% | +0.1% | 0.2 | 643 | +643 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.1% | +0.1% | 0.2 | 696 | +696 | 1 | — |
| ☆IWM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 705 | +705 | 1 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.1% | -0.0% | 0.2 | 8,418 | +528 | 2 | — |
| ☆JHMM funds › | JOHN HANCOCK EXCHANGE TRADED | NEW | — | 0.1% | +0.1% | 0.2 | 2,789 | +2,789 | 1 | — |
| ☆RIO funds › | RIO TINTO PLC | ADD | — | 0.1% | -0.0% | 0.2 | 2,247 | +2 | 2 | — |
| ☆BRCC funds › | BRC INC | HOLD | — | 0.0% | +0.0% | 0.0 | 19,388 | +0 | 5 | — |
| ☆UPXI funds › | UPEXI INC | ADD | — | 0.0% | +0.0% | 0.0 | 17,500 | +6,500 | 3 | — |
| ☆COP funds › | CONOCOPHILLIPS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,728 | 0 | — |
| ☆SHOP funds › | SHOPIFY INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,765 | 0 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,829 | 0 | — |
| ☆CUSIP:74267C106 funds › | PROASSURANCE CORP | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -66,500 | 0 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -734 | 0 | — |
| ☆XYL funds › | XYLEM INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,743 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 227 | 140 | 0.07 | 33% | 0.019 | 0.253 | — | in |
| 2026Q1 | 199 | 130 | 0.04 | 33% | 0.019 | 0.297 | — | in |
| 2025Q4 | 197 | 127 | 0.03 | 33% | 0.019 | 0.276 | — | in |
| 2025Q3 | 191 | 132 | 0.04 | 32% | 0.018 | 0.250 | — | in |
| 2025Q2 | 174 | 132 | 0.07 | 32% | 0.018 | 0.227 | — | entered |
| 2025Q1 | 161 | 131 | 0.00 | 32% | 0.018 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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