☆Morey & Quinn Wealth Partners, LLC
Quality Q
0.280
AUM ($M)
155
Positions
143
Turnover
0.06
Top-10 wt
40%
Herfindahl
0.024
History (qtrs)
6
Excess Return
not eligible
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Holdings · 143 positions · portfolio value $155M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 7.7% | -0.7% | 11.9 | 23,839 | -602 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 5.6% | +0.2% | 8.7 | 43,380 | -359 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 5.5% | +0.2% | 8.5 | 29,488 | +27 | 5 | — |
| ☆FTCS funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 4.7% | -0.6% | 7.4 | 78,413 | -1,813 | 5 | — |
| ☆FTAI funds › | FTAI AVIATION LTD | TRIM | — | 3.9% | -0.2% | 6.0 | 22,295 | -1,278 | 5 | — |
| ☆TDIV funds › | FIRST TR EXCHANGE TRADED FD | TRIM | — | 2.9% | +0.3% | 4.4 | 38,715 | -80 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 2.6% | -0.0% | 4.1 | 15,025 | -317 | 5 | — |
| ☆FV funds › | FIRST TR EXCHANGE TRADED FD | ADD | — | 2.6% | +0.3% | 4.0 | 52,856 | +38 | 5 | — |
| ☆JGRO funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.3% | +0.2% | 3.6 | 36,074 | +1,677 | 5 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 2.2% | -0.3% | 3.4 | 69,542 | -3,070 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.1% | -0.3% | 3.3 | 8,720 | -251 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 1.7% | +0.1% | 2.7 | 11,390 | -4 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.6% | -0.4% | 2.5 | 22,037 | -870 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.5% | +0.2% | 2.4 | 3,506 | +243 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 1.5% | +0.0% | 2.3 | 9,802 | -262 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 1.4% | -0.1% | 2.2 | 3 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 1.3% | +0.9% | 2.0 | 1,731 | +28 | 4 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | TRIM | — | 1.3% | -0.3% | 2.0 | 53,482 | -6,256 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 1.2% | -0.0% | 1.9 | 2,947 | -62 | 5 | — |
| ☆RDVY funds › | FIRST TR EXCHANGE TRADED FD | TRIM | — | 1.2% | +0.1% | 1.8 | 22,206 | -74 | 5 | — |
| ☆FEX funds › | FIRST TR EXCHANGE-TRADED ALP | TRIM | — | 1.1% | +0.0% | 1.7 | 11,907 | -100 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.9% | +0.1% | 1.4 | 3,907 | -73 | 5 | — |
| ☆FXH funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.9% | -0.0% | 1.4 | 11,104 | -354 | 5 | — |
| ☆FIW funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.9% | -0.0% | 1.4 | 12,352 | +44 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | ADD | — | 0.8% | +0.0% | 1.3 | 3,498 | +13 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | TRIM | — | 0.8% | -0.2% | 1.3 | 5,698 | -1,300 | 5 | — |
| ☆SGI funds › | SOMNIGROUP INTERNATIONAL INC | HOLD | — | 0.8% | -0.0% | 1.3 | 16,252 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.8% | +0.2% | 1.2 | 1,133 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.8% | +0.1% | 1.2 | 3,374 | -30 | 5 | — |
| ☆DIVO funds › | AMPLIFY ETF TR | TRIM | — | 0.8% | -0.1% | 1.2 | 26,054 | -1,570 | 5 | — |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | HOLD | — | 0.7% | +0.1% | 1.1 | 831 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.7% | -0.0% | 1.1 | 2,716 | -128 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | TRIM | — | 0.7% | -0.2% | 1.1 | 13,123 | -1,632 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.7% | +0.1% | 1.1 | 1,485 | +86 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.7% | +0.0% | 1.1 | 8,660 | -154 | 5 | — |
| ☆LECO funds › | LINCOLN ELEC HLDGS INC | HOLD | — | 0.7% | -0.0% | 1.1 | 4,030 | +0 | 5 | — |
| ☆FXL funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.7% | +0.1% | 1.1 | 4,900 | +13 | 5 | — |
| ☆EXG funds › | EATON VANCE TAX-MANAGED GLOB | TRIM | — | 0.7% | -0.0% | 1.0 | 106,205 | -5,300 | 5 | — |
| ☆WCN funds › | WASTE CONNECTIONS INC | TRIM | — | 0.7% | -0.1% | 1.0 | 6,196 | -95 | 5 | — |
| ☆FTGS funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.6% | -0.0% | 1.0 | 27,203 | -867 | 5 | — |
| ☆CIBR funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.6% | +0.1% | 1.0 | 11,143 | -288 | 5 | — |
| ☆RECS funds › | COLUMBIA ETF TR I | ADD | — | 0.6% | +0.0% | 1.0 | 22,978 | +647 | 5 | — |
| ☆ILDR funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.6% | +0.1% | 1.0 | 24,985 | -667 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.6% | +0.1% | 1.0 | 9,192 | -1,149 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.6% | -0.0% | 0.9 | 2,669 | +23 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.6% | -0.2% | 0.9 | 6,876 | +84 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.1% | 0.9 | 2,454 | +218 | 5 | — |
| ☆LMBS funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.6% | -0.1% | 0.9 | 17,841 | +9 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.6% | -0.1% | 0.9 | 945 | -12 | 5 | — |
| ☆FBT funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.5% | +0.1% | 0.9 | 3,449 | +0 | 5 | — |
| ☆FPX funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.5% | +0.1% | 0.8 | 4,067 | -85 | 5 | — |
| ☆NNN funds › | NNN REIT INC | TRIM | — | 0.5% | -0.1% | 0.8 | 17,781 | -4,320 | 5 | — |
| ☆FTA funds › | FIRST TR EXCHANGE-TRADED ALP | HOLD | — | 0.5% | -0.0% | 0.7 | 7,650 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.5% | -0.1% | 0.7 | 4,944 | -46 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.5% | +0.1% | 0.7 | 603 | -29 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.5% | +0.1% | 0.7 | 1,728 | +7 | 5 | — |
| ☆NXTG funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.4% | +0.1% | 0.7 | 4,470 | -150 | 5 | — |
| ☆ETY funds › | EATON VANCE TAX-MANAGED DIVE | TRIM | — | 0.4% | -0.1% | 0.7 | 45,926 | -4,940 | 5 | — |
| ☆FYX funds › | FIRST TR EXCHANGE-TRADED ALP | ADD | — | 0.4% | +0.0% | 0.7 | 4,563 | +1 | 5 | — |
| ☆FDL funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.4% | -0.1% | 0.6 | 13,341 | -1,153 | 5 | — |
| ☆CW funds › | CURTISS WRIGHT CORP | TRIM | — | 0.4% | -0.0% | 0.6 | 831 | -40 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.4% | +0.2% | 0.6 | 1,035 | -110 | 3 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.4% | +0.0% | 0.6 | 1,717 | +0 | 5 | — |
| ☆AVIG funds › | AMERICAN CENTY ETF TR | ADD | — | 0.4% | +0.0% | 0.6 | 14,154 | +1,420 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.4% | +0.0% | 0.6 | 7,001 | +236 | 5 | — |
| ☆NREF funds › | NEXPOINT REAL ESTATE FIN INC | TRIM | — | 0.4% | +0.0% | 0.6 | 36,562 | -1,322 | 5 | — |
| ☆ERC funds › | ALLSPRING MULTI SECTOR INCOM | TRIM | — | 0.4% | -0.0% | 0.6 | 61,031 | -2,400 | 5 | — |
| ☆JHI funds › | HANCOCK JOHN INVS TR | HOLD | — | 0.4% | -0.0% | 0.6 | 41,477 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.4% | +0.0% | 0.5 | 1,666 | +95 | 5 | — |
| ☆CUSIP:920253101 funds › | VALMONT INDS INC | HOLD | — | 0.3% | +0.1% | 0.5 | 920 | +0 | 5 | — |
| ☆FDN funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.3% | -0.0% | 0.5 | 1,946 | -130 | 5 | — |
| ☆ROBT funds › | FIRST TR EXCHANGE TRADED FD | TRIM | — | 0.3% | +0.0% | 0.5 | 9,010 | -100 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.3% | +0.3% | 0.5 | 3,627 | +3,627 | 1 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | ADD | — | 0.3% | -0.2% | 0.5 | 11,625 | +38 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.3% | -0.1% | 0.5 | 650 | -4 | 4 | — |
| ☆CP funds › | CANADIAN PACIFIC KANSAS CITY | HOLD | — | 0.3% | -0.0% | 0.5 | 5,668 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.3% | -0.0% | 0.5 | 3,811 | +0 | 5 | — |
| ☆FTC funds › | FIRST TR EXCHANGE-TRADED ALP | HOLD | — | 0.3% | +0.0% | 0.5 | 2,489 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.3% | +0.1% | 0.5 | 2,605 | +17 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.3% | -0.0% | 0.5 | 5,075 | -609 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.3% | -0.0% | 0.5 | 1,275 | -8 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.3% | -0.0% | 0.5 | 3,147 | +152 | 5 | — |
| ☆FNX funds › | FIRST TR EXCHANGE-TRADED ALP | ADD | — | 0.3% | +0.0% | 0.5 | 3,120 | +342 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.3% | -0.1% | 0.5 | 10,684 | -38 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.3% | -0.1% | 0.5 | 2,874 | -1 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.3% | -0.1% | 0.4 | 3,262 | -30 | 5 | — |
| ☆FPE funds › | FIRST TR EXCH TRADED FD III | ADD | — | 0.3% | -0.0% | 0.4 | 24,555 | +9 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 0.3% | +0.1% | 0.4 | 4,867 | +2,410 | 2 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.3% | -0.0% | 0.4 | 4,919 | +152 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.3% | +0.0% | 0.4 | 572 | +65 | 5 | — |
| ☆WCPB funds › | NORTHERN LTS FD TR II | NEW | — | 0.3% | +0.3% | 0.4 | 16,619 | +16,619 | 1 | — |
| ☆FTSL funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.3% | -0.0% | 0.4 | 9,244 | -23 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.3% | -0.2% | 0.4 | 19,549 | -861 | 5 | — |
| ☆MAA funds › | MID-AMER APT CMNTYS INC | TRIM | — | 0.3% | -0.1% | 0.4 | 2,834 | -745 | 5 | — |
| ☆AVT funds › | AVNET INC | TRIM | — | 0.3% | +0.1% | 0.4 | 4,389 | -55 | 5 | — |
| ☆RJF funds › | RAYMOND JAMES FINL INC | ADD | — | 0.2% | -0.0% | 0.4 | 2,440 | +5 | 5 | — |
| ☆QTEC funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.2% | +0.1% | 0.4 | 1,080 | +5 | 5 | — |
| ☆FXR funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.2% | +0.0% | 0.4 | 3,900 | +0 | 5 | — |
| ☆FTLS funds › | FIRST TR EXCH TRADED FD III | HOLD | — | 0.2% | -0.0% | 0.4 | 4,769 | +0 | 5 | — |
| ☆FXD funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.2% | -0.0% | 0.3 | 5,028 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 0.3 | 894 | +38 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.2% | -0.0% | 0.3 | 596 | -26 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.2% | -0.0% | 0.3 | 1,766 | +56 | 5 | — |
| ☆QYLD funds › | GLOBAL X FDS | HOLD | — | 0.2% | -0.0% | 0.3 | 18,151 | +0 | 5 | — |
| ☆SPYI funds › | NEOS ETF TRUST | NEW | — | 0.2% | +0.2% | 0.3 | 6,175 | +6,175 | 1 | — |
| ☆UPGD funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.2% | -0.0% | 0.3 | 3,979 | -725 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | +0.0% | 0.3 | 5,190 | +755 | 5 | — |
| ☆FXO funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.2% | -0.0% | 0.3 | 4,961 | -40 | 5 | — |
| ☆PTBD funds › | PACER FDS TR | HOLD | — | 0.2% | -0.0% | 0.3 | 16,069 | +0 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.2% | -0.0% | 0.3 | 2,832 | -243 | 5 | — |
| ☆JQUA funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.2% | -0.0% | 0.3 | 4,155 | -1,069 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.2% | +0.0% | 0.3 | 1,255 | +247 | 2 | — |
| ☆JBL funds › | JABIL INC | HOLD | — | 0.2% | +0.0% | 0.3 | 756 | +0 | 2 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.2% | -0.0% | 0.3 | 3,002 | -50 | 5 | — |
| ☆SPXX funds › | NUVEEN S&P 500 DYNAMIC OVERW | TRIM | — | 0.2% | +0.0% | 0.3 | 14,842 | -3 | 2 | — |
| ☆LW funds › | LAMB WESTON HLDGS INC | HOLD | — | 0.2% | -0.0% | 0.3 | 6,234 | +0 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | -0.0% | 0.3 | 5,298 | +177 | 5 | — |
| ☆FDUS funds › | FIDUS INVT CORP | HOLD | — | 0.2% | -0.0% | 0.3 | 13,278 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 0.2 | 888 | +9 | 2 | — |
| ☆CBRE funds › | CBRE GROUP INC | ADD | — | 0.2% | -0.0% | 0.2 | 1,829 | +100 | 5 | — |
| ☆SRE funds › | SEMPRA | HOLD | — | 0.2% | -0.0% | 0.2 | 2,650 | +0 | 5 | — |
| ☆CAG funds › | CONAGRA BRANDS INC | HOLD | — | 0.2% | -0.0% | 0.2 | 18,040 | +0 | 5 | — |
| ☆CUSIP:33718W103 funds › | FIRST TR INTER DURATN PFD & | TRIM | — | 0.2% | -0.0% | 0.2 | 13,192 | -1,600 | 5 | — |
| ☆USMV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.2 | 2,460 | +113 | 5 | — |
| ☆FXZ funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.2% | -0.0% | 0.2 | 2,978 | +0 | 2 | — |
| ☆ASML funds › | ASML HLDG NV | NEW | — | 0.2% | +0.2% | 0.2 | 118 | +118 | 1 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | +0.0% | 0.2 | 4,154 | +432 | 5 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 0.1% | -0.0% | 0.2 | 4,095 | +1,638 | 5 | — |
| ☆SDVY funds › | FIRST TR EXCHANGE TRADED FD | ADD | — | 0.1% | +0.0% | 0.2 | 5,247 | +165 | 2 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.2 | 1,365 | -23 | 4 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.1% | -0.0% | 0.2 | 2,882 | +157 | 5 | — |
| ☆IFV funds › | FIRST TR EXCHANGE TRADED FD | TRIM | — | 0.1% | -0.0% | 0.2 | 8,160 | -144 | 2 | — |
| ☆KORP funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.0% | 0.2 | 4,680 | -756 | 5 | — |
| ☆FEP funds › | FIRST TR EXCH TRD ALPHDX FD | HOLD | — | 0.1% | -0.0% | 0.2 | 3,821 | +0 | 4 | — |
| ☆DTE funds › | DTE ENERGY CO | TRIM | — | 0.1% | -0.0% | 0.2 | 1,429 | -272 | 5 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | TRIM | — | 0.1% | -0.1% | 0.2 | 6,781 | -229 | 5 | — |
| ☆WTFC funds › | WINTRUST FINL CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,314 | +1,314 | 1 | — |
| ☆STWD funds › | STARWOOD PPTY TR INC | TRIM | — | 0.1% | -0.1% | 0.2 | 12,703 | -9,865 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.1% | +0.1% | 0.2 | 993 | +993 | 1 | — |
| ☆FTXL funds › | FIRST TR EXCHANGE TRADED FD | NEW | — | 0.1% | +0.1% | 0.2 | 713 | +713 | 1 | — |
| ☆LADR funds › | LADDER CAP CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 19,199 | +0 | 5 | — |
| ☆PFN funds › | PIMCO INCOME STRATEGY FD II | HOLD | — | 0.1% | -0.0% | 0.1 | 17,700 | +0 | 5 | — |
| ☆ACRE funds › | ARES COML REAL ESTATE CORP | TRIM | — | 0.0% | -0.0% | 0.1 | 11,266 | -1,200 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 155 | 143 | 0.06 | 40% | 0.024 | 0.280 | — | in |
| 2026Q1 | 141 | 136 | 0.05 | 41% | 0.025 | 0.297 | — | in |
| 2025Q4 | 139 | 131 | 0.03 | 42% | 0.026 | 0.297 | — | in |
| 2025Q3 | 136 | 131 | 0.05 | 43% | 0.027 | 0.280 | — | in |
| 2025Q2 | 125 | 129 | 0.09 | 42% | 0.027 | 0.237 | — | entered |
| 2025Q1 | 121 | 125 | 0.00 | 43% | 0.030 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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