☆CURA WEALTH ADVISORS, LLC
Quality Q
0.539
AUM ($M)
234
Positions
140
Turnover
0.08
Top-10 wt
63%
Herfindahl
0.119
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 146 positions · portfolio value $234M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 31.1% | +2.6% | 72.9 | 289,872 | -3,111 | 5 | — |
| ☆FSK funds › | FS KKR CAP CORP | TRIM | — | 9.6% | -0.8% | 22.4 | 2,132,461 | -132,473 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 8.8% | -1.7% | 20.7 | 227,985 | -1,642 | 4 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 2.7% | +0.2% | 6.4 | 40,637 | +377 | 5 | — |
| ☆MFIC funds › | MIDCAP FINANCIAL INVSTMNT CO | TRIM | — | 2.2% | -0.9% | 5.2 | 512,823 | -101,095 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.8% | +0.2% | 4.3 | 14,936 | +342 | 5 | — |
| ☆ACRE funds › | ARES COML REAL ESTATE CORP | TRIM | — | 1.7% | -0.2% | 4.1 | 902,153 | -3,448 | 5 | — |
| ☆GDXJ funds › | VANECK ETF TRUST | ADD | — | 1.6% | -0.4% | 3.8 | 39,096 | +1,300 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.6% | +0.2% | 3.8 | 10,315 | +537 | 5 | — |
| ☆NEA funds › | NUVEEN AMT FREE QLTY MUN INC | HOLD | — | 1.5% | -0.0% | 3.5 | 302,000 | +0 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 1.3% | +0.0% | 3.1 | 31,041 | +1,532 | 5 | — |
| ☆MQY funds › | BLACKROCK MUNIYILD QULT FD I | TRIM | — | 1.3% | +0.0% | 3.1 | 269,000 | -1,000 | 5 | — |
| ☆ARI funds › | APOLLO COML REAL ESTATE FIN | TRIM | — | 1.3% | -0.8% | 2.9 | 275,833 | -161,400 | 5 | — |
| ☆GPMT funds › | GRANITE PT MTG TR INC | TRIM | — | 1.2% | -0.1% | 2.7 | 1,801,228 | -103,850 | 5 | — |
| ☆EIM funds › | EATON VANCE MUN BD FD | HOLD | — | 1.1% | -0.0% | 2.5 | 254,149 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.1% | +0.1% | 2.5 | 6,626 | +580 | 5 | — |
| ☆AMLP funds › | ALPS ETF TR | ADD | ETP | 1.0% | -0.0% | 2.3 | 44,035 | +1,185 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.8% | +0.2% | 2.0 | 9,816 | +1,101 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.8% | +0.1% | 1.9 | 2,577 | -2 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.7% | +0.2% | 1.7 | 20,155 | +4,496 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.7% | -0.5% | 1.7 | 13,840 | -330 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | +0.1% | 1.7 | 2,486 | +212 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.7% | +0.1% | 1.7 | 7,143 | +473 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.7% | +0.1% | 1.6 | 4,499 | +52 | 4 | — |
| ☆GBDC funds › | GOLUB CAP BDC INC | HOLD | — | 0.7% | -0.0% | 1.5 | 120,200 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.6% | +0.0% | 1.5 | 2,987 | +71 | 4 | — |
| ☆NAD funds › | NUVEEN QUALITY MUNCP INCOME | HOLD | — | 0.6% | +0.0% | 1.3 | 110,000 | +0 | 5 | — |
| ☆GBTC funds › | GRAYSCALE BITCOIN TRUST ETF | HOLD | — | 0.5% | -0.1% | 1.2 | 27,290 | +0 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | +0.0% | 1.2 | 39,319 | +605 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.5% | +0.0% | 1.1 | 1,472 | +29 | 5 | — |
| ☆KYN funds › | KAYNE ANDERSON ENERGY INFRST | ADD | — | 0.5% | -0.0% | 1.1 | 79,012 | +9 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | TRIM | — | 0.5% | -0.1% | 1.1 | 2,066 | -22 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.5% | -0.0% | 1.1 | 8,588 | -25 | 3 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.5% | +0.1% | 1.1 | 1,470 | +41 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.5% | -0.0% | 1.1 | 1,922 | +50 | 5 | — |
| ☆AMJB funds › | JPMORGAN CHASE FINL CO LLC | TRIM | — | 0.5% | -0.0% | 1.1 | 31,143 | -500 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.4% | -0.0% | 1.0 | 7,048 | -95 | 5 | — |
| ☆BP funds › | BP PLC | HOLD | — | 0.4% | -0.1% | 1.0 | 27,613 | +0 | 5 | — |
| ☆GDX funds › | VANECK ETF TRUST | ADD | — | 0.4% | -0.1% | 1.0 | 13,300 | +86 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.4% | +0.2% | 0.9 | 2,733 | +2 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.4% | -0.1% | 0.9 | 7,926 | -354 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.4% | +0.2% | 0.9 | 6,262 | -1,122 | 4 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.4% | +0.0% | 0.8 | 14,019 | +3 | 5 | — |
| ☆SHEL funds › | SHELL PLC | TRIM | — | 0.4% | -0.1% | 0.8 | 10,631 | -5 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | ADD | — | 0.3% | -0.0% | 0.8 | 25,273 | +651 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.3% | +0.0% | 0.8 | 6,121 | +66 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.3% | +0.0% | 0.8 | 3,020 | +29 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.7 | 8,502 | +7,062 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.3% | +0.1% | 0.7 | 602 | +32 | 5 | — |
| ☆NBH funds › | NEUBERGER MUN FD INC | HOLD | — | 0.3% | -0.0% | 0.7 | 68,000 | +0 | 5 | — |
| ☆KREF funds › | KKR REAL ESTATE FIN TR INC | ADD | — | 0.3% | +0.0% | 0.7 | 100,757 | +242 | 5 | — |
| ☆NTRS funds › | NORTHERN TR CORP | TRIM | — | 0.3% | +0.0% | 0.7 | 3,897 | -202 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.3% | +0.1% | 0.7 | 1,917 | +131 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 0.7 | 2,021 | +16 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.3% | -0.0% | 0.6 | 6,450 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.3% | +0.0% | 0.6 | 3,900 | +0 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.2% | +0.1% | 0.6 | 4,704 | +4,116 | 5 | — |
| ☆BXMT funds › | BLACKSTONE MORTGAGE TRUST IN | TRIM | — | 0.2% | -0.0% | 0.5 | 32,200 | -100 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.5 | 17,049 | +370 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.5 | 460 | +460 | 1 | — |
| ☆PDI funds › | PIMCO DYNAMIC INCOME FD | ADD | — | 0.2% | -0.0% | 0.5 | 31,559 | +275 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.1% | 0.5 | 1,349 | +206 | 4 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.2% | -0.0% | 0.5 | 21,140 | +1,167 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.2% | +0.0% | 0.5 | 7,022 | +636 | 5 | — |
| ☆BEPC funds › | BROOKFIELD RENEWABLE CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 13,385 | +0 | 4 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.2% | -0.1% | 0.5 | 2,321 | -1,265 | 5 | — |
| ☆NKE funds › | NIKE INC | HOLD | — | 0.2% | -0.1% | 0.5 | 11,488 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.2% | -0.0% | 0.4 | 3,251 | +213 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.2% | +0.0% | 0.4 | 1,835 | -87 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.2% | +0.1% | 0.4 | 1,388 | +130 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.2% | +0.0% | 0.4 | 1,177 | -58 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 0.2% | +0.0% | 0.4 | 803 | +43 | 5 | — |
| ☆EVRG funds › | EVERGY INC | ADD | — | 0.2% | +0.0% | 0.4 | 4,497 | +38 | 3 | — |
| ☆ETHE funds › | GRAYSCALE ETHEREUM STAKING E | TRIM | — | 0.2% | -0.1% | 0.4 | 29,550 | -250 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.2% | +0.0% | 0.4 | 1,063 | +76 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | HOLD | — | 0.2% | +0.0% | 0.4 | 1,386 | +0 | 5 | — |
| ☆ICLN funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.4 | 17,850 | -1,150 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.3 | 3,911 | +0 | 5 | — |
| ☆SU funds › | SUNCOR ENERGY INC NEW | HOLD | — | 0.1% | -0.0% | 0.3 | 6,406 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,665 | +55 | 4 | — |
| ☆OKTA funds › | OKTA INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,500 | +2,500 | 1 | — |
| ☆HEDJ funds › | WISDOMTREE TR | HOLD | — | 0.1% | +0.0% | 0.3 | 5,982 | +0 | 5 | — |
| ☆XDTE funds › | ROUNDHILL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.3 | 8,622 | +0 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 0.1% | +0.0% | 0.3 | 1,900 | +42 | 4 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.3 | 6,216 | +2,001 | 2 | — |
| ☆RBRK funds › | RUBRIK INC. | NEW | — | 0.1% | +0.1% | 0.3 | 4,090 | +4,090 | 1 | — |
| ☆EVV funds › | EATON VANCE LIMITED DURATION | ADD | — | 0.1% | -0.0% | 0.3 | 34,912 | +512 | 5 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | TRIM | — | 0.1% | +0.0% | 0.3 | 973 | -47 | 2 | — |
| ☆ACWI funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 2,065 | +0 | 4 | — |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.1% | -0.0% | 0.3 | 621 | +0 | 5 | — |
| ☆HACK funds › | AMPLIFY ETF TR | HOLD | — | 0.1% | +0.0% | 0.3 | 3,000 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 1,880 | +222 | 4 | — |
| ☆COIN funds › | COINBASE GLOBAL INC | TRIM | — | 0.1% | -0.1% | 0.3 | 2,087 | -626 | 4 | — |
| ☆VIGI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | +0.0% | 0.3 | 3,196 | +5 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.1% | -0.0% | 0.3 | 807 | +1 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,748 | +52 | 4 | — |
| ☆ITA funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 1,220 | +195 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.1% | +0.1% | 0.3 | 250 | +250 | 1 | — |
| ☆NVS funds › | NOVARTIS AG | HOLD | — | 0.1% | -0.0% | 0.3 | 1,863 | +0 | 5 | — |
| ☆PYLD funds › | PIMCO ETF TR | NEW | — | 0.1% | +0.1% | 0.3 | 10,989 | +10,989 | 1 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 1,153 | -24 | 5 | — |
| ☆SLB funds › | SLB LIMITED | HOLD | — | 0.1% | -0.0% | 0.3 | 6,139 | +0 | 4 | — |
| ☆ET funds › | ENERGY TRANSFER L P | ADD | — | 0.1% | -0.0% | 0.3 | 14,594 | +43 | 5 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.3 | 745 | +745 | 1 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 921 | +0 | 4 | — |
| ☆GNR funds › | SPDR INDEX SHS FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 4,000 | +0 | 2 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,252 | +87 | 4 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.1% | +0.0% | 0.3 | 3,229 | -4 | 3 | — |
| ☆MNST funds › | MONSTER BEVERAGE CORP NEW | NEW | — | 0.1% | +0.1% | 0.3 | 2,716 | +2,716 | 1 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.3 | 5,702 | +5,702 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.3 | 608 | +608 | 1 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.1% | +0.0% | 0.3 | 1,175 | +131 | 2 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 924 | -93 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.1% | -0.0% | 0.2 | 719 | -29 | 3 | — |
| ☆FTMH funds › | PUTNAM ETF TRUST | ADD | — | 0.1% | -0.0% | 0.2 | 20,283 | +228 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 548 | +548 | 1 | — |
| ☆HIMS funds › | HIMS & HERS HEALTH INC | NEW | — | 0.1% | +0.1% | 0.2 | 6,502 | +6,502 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.2 | 295 | +295 | 1 | — |
| ☆EQNR funds › | EQUINOR ASA | HOLD | — | 0.1% | -0.0% | 0.2 | 7,120 | +0 | 2 | — |
| ☆OKE funds › | ONEOK INC NEW | ADD | — | 0.1% | +0.0% | 0.2 | 2,558 | +290 | 3 | — |
| ☆WFC funds › | WELLS FARGO & CO | NEW | — | 0.1% | +0.1% | 0.2 | 2,691 | +2,691 | 1 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,519 | +0 | 3 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 164 | +164 | 1 | — |
| ☆BLK funds › | BLACKROCK INC | NEW | — | 0.1% | +0.1% | 0.2 | 226 | +226 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,351 | -100 | 5 | — |
| ☆IXC funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 4,300 | +0 | 2 | — |
| ☆CUSIP:78409V112 funds › | S&P GLOBAL INC | NEW | — | 0.1% | +0.1% | 0.2 | 516 | +516 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.2 | 740 | +740 | 1 | — |
| ☆CCL funds › | CARNIVAL CORP LTD | NEW | — | 0.1% | +0.1% | 0.2 | 7,208 | +7,208 | 1 | — |
| ☆MKL funds › | MARKEL GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 104 | +104 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 393 | -17 | 2 | — |
| ☆DSL funds › | DOUBLELINE INCOME SOLUTIONS | HOLD | — | 0.1% | -0.0% | 0.2 | 17,165 | +0 | 5 | — |
| ☆TSSI funds › | TSS INC DEL | ADD | — | 0.1% | -0.0% | 0.1 | 10,008 | +8 | 2 | — |
| ☆CCIF funds › | CARLYLE CREDIT INCOME FUND | HOLD | — | 0.0% | -0.0% | 0.1 | 35,721 | +0 | 4 | — |
| ☆CRGY funds › | CRESCENT ENERGY COMPANY | HOLD | — | 0.0% | -0.0% | 0.1 | 10,142 | +0 | 5 | — |
| ☆OXLC funds › | OXFORD LANE CAP CORP | HOLD | — | 0.0% | -0.0% | 0.1 | 10,247 | +0 | 4 | — |
| ☆NHS funds › | NEUBERGER HIGH YIELD ST FD I | HOLD | — | 0.0% | -0.0% | 0.1 | 12,282 | +0 | 5 | — |
| ☆ABUS funds › | ARBUTUS BIOPHARMA CORP | HOLD | — | 0.0% | +0.0% | 0.1 | 15,000 | +0 | 5 | — |
| ☆KEEL funds › | KEEL INFRASTRUCTURE CORP | NEW | — | 0.0% | +0.0% | 0.1 | 10,000 | +10,000 | 1 | — |
| ☆TLSI funds › | TRISALUS LIFE SCIENCES INC | NEW | — | 0.0% | +0.0% | 0.0 | 10,000 | +10,000 | 1 | — |
| ☆BITW funds › | BITWISE 10 CRYPTO INDEX ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,595 | 0 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,361 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,443 | 0 | — |
| ☆WMT funds › | WALMART INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,690 | 0 | — |
| ☆CUSIP:143658300 funds › | CARNIVAL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,438 | 0 | — |
| ☆MSDL funds › | MORGAN STANLEY DIRECT LENDIN | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,200 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 234 | 140 | 0.08 | 63% | 0.119 | 0.538 | — | in |
| 2026Q1 | 223 | 125 | 0.12 | 64% | 0.109 | 0.475 | — | in |
| 2025Q4 | 264 | 141 | 0.07 | 63% | 0.094 | 0.545 | — | in |
| 2025Q3 | 260 | 126 | 0.17 | 67% | 0.104 | 0.372 | — | in |
| 2025Q2 | 215 | 106 | 0.15 | 64% | 0.111 | 0.387 | — | entered |
| 2025Q1 | 247 | 105 | 0.00 | 69% | 0.109 | 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