Fund Universe

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☆BAM Wealth Management, LLC

CIK 0002093649 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.035
AUM ($M)
160
Positions
166
Turnover
0.29
Top-10 wt
30%
Herfindahl
0.015
History (qtrs)
4
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 188 positions · portfolio value $160M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BOND funds › PIMCO ETF TR ADD — 4.1% -0.6% 6.5 70,678 +3,503 3 —
☆FMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 3.5% +3.5% 5.6 100,088 +100,088 1 —
☆FJUN funds › FIRST TR EXCHNG TRADED FD VI NEW — 3.5% +3.5% 5.5 92,263 +92,263 1 —
☆AAPL funds › APPLE INC ADD — 3.0% -0.1% 4.8 16,676 +220 3 —
☆FAPR funds › FIRST TR EXCHNG TRADED FD VI NEW — 2.9% +2.9% 4.7 100,600 +100,600 1 —
☆FJAN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 2.8% -0.7% 4.4 79,832 -11,025 2 —
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI TRIM — 2.7% -0.7% 4.3 71,163 -11,480 2 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 2.7% +2.7% 4.3 100,561 +100,561 1 —
☆GJUN funds › FIRST TR EXCHNG TRADED FD VI NEW — 2.7% +2.7% 4.3 104,305 +104,305 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.4% +0.2% 3.9 19,325 +1,937 3 —
☆PYLD funds › PIMCO ETF TR ADD — 2.4% -0.3% 3.8 144,027 +4,668 3 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 2.2% +0.6% 3.5 81,659 +26,210 3 —
☆GOOGL funds › ALPHABET INC ADD — 2.1% +0.7% 3.3 9,219 +2,865 3 —
☆MSFT funds › MICROSOFT CORP ADD — 2.0% -0.2% 3.2 8,505 +556 3 —
☆AVGO funds › BROADCOM INC ADD — 1.6% +0.1% 2.6 6,783 +127 3 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.6% +0.3% 2.6 122,689 +36,505 3 —
☆AMZN funds › AMAZON COM INC ADD — 1.5% +0.4% 2.4 9,975 +2,742 3 —
☆SECT funds › NORTHERN LTS FD TR IV ADD — 1.2% +0.3% 1.9 26,870 +5,704 3 —
☆UDIV funds › FRANKLIN TEMPLETON ETF TR ADD — 1.1% +0.3% 1.8 30,418 +7,387 3 —
☆LLY funds › ELI LILLY & CO TRIM — 1.1% +0.1% 1.8 1,514 -55 3 —
☆META funds › META PLATFORMS INC ADD — 1.0% +0.1% 1.7 2,958 +829 3 —
☆IEFA funds › ISHARES TR ADD — 1.0% +0.2% 1.6 16,795 +4,470 3 —
☆PMBS funds › PIMCO ETF TR ADD — 1.0% -0.1% 1.6 31,740 +1,547 3 —
☆MUNI funds › PIMCO ETF TR ADD — 1.0% +0.2% 1.6 29,765 +10,589 3 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.9% -0.1% 1.5 18,331 +645 3 —
☆V funds › VISA INC ADD — 0.9% +0.2% 1.5 4,293 +1,180 3 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.9% -0.2% 1.4 18,260 +323 3 —
☆MINO funds › PIMCO ETF TR ADD — 0.8% +0.2% 1.3 28,105 +10,310 3 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.8% +0.6% 1.2 2,136 +766 3 —
☆GOOG funds › ALPHABET INC ADD — 0.8% +0.5% 1.2 3,401 +2,362 2 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.7% -0.0% 1.2 17,519 +105 3 —
☆KLAC funds › KLA CORP NEW — 0.7% +0.7% 1.1 3,722 +3,722 1 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.7% +0.0% 1.1 1,497 -1,125 3 —
☆CORP funds › PIMCO ETF TR TRIM — 0.7% -0.2% 1.1 10,901 -988 3 —
☆APH funds › AMPHENOL CORP TRIM — 0.6% +0.0% 1.0 5,848 -474 3 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.6% -0.0% 1.0 13,973 +1,878 3 —
☆IVW funds › ISHARES TR ADD — 0.6% +0.1% 1.0 6,998 +578 3 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.2% 1.0 23,299 -2,749 3 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.6% +0.1% 1.0 19,166 +5,195 3 —
☆ICSH funds › ISHARES TR ADD — 0.6% -0.1% 0.9 18,523 +989 3 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.6% -0.1% 0.9 9,624 -2,350 3 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.6% +0.4% 0.9 990 +700 3 —
☆GE funds › GE AEROSPACE TRIM — 0.6% +0.0% 0.9 2,463 -25 3 —
☆HYLS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.6% +0.1% 0.9 22,529 +6,073 3 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.6% +0.1% 0.9 44,128 +13,675 3 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.6% +0.1% 0.9 20,931 +6,027 3 —
☆VEGA funds › ADVISORSHARES TR ADD — 0.6% -0.0% 0.9 17,293 +678 3 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% -0.1% 0.9 6,471 -649 3 —
☆WMT funds › WALMART INC TRIM — 0.5% -1.1% 0.9 7,626 -9,730 3 —
☆SMLF funds › ISHARES TR ADD — 0.5% -0.0% 0.8 9,522 +87 2 —
☆BRIF funds › FIS TR TRIM — 0.5% +0.0% 0.8 22,563 -101 2 —
☆EME funds › EMCOR GROUP INC NEW — 0.5% +0.5% 0.8 990 +990 1 —
☆TRGP funds › TARGA RES CORP TRIM — 0.5% -0.2% 0.8 3,011 -905 2 —
☆CTAS funds › CINTAS CORP ADD — 0.5% -0.0% 0.8 4,587 +723 3 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.5% +0.5% 0.8 2,822 +2,822 1 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM — 0.5% -0.1% 0.8 8,706 -2,777 3 —
☆TSLA funds › TESLA INC ADD — 0.5% +0.1% 0.8 1,798 +305 3 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.5% -0.1% 0.7 1,516 -354 2 —
☆WAB funds › WABTEC TRIM — 0.5% -0.2% 0.7 2,760 -794 3 —
☆WRB funds › BERKLEY W R CORP NEW — 0.5% +0.5% 0.7 10,472 +10,472 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.5% -0.1% 0.7 15,062 +931 3 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.5% -0.1% 0.7 1,409 -169 3 —
☆IVE funds › ISHARES TR TRIM — 0.4% -0.1% 0.7 3,101 -585 3 —
☆FFSM funds › FIDELITY COVINGTON TRUST ADD — 0.4% +0.0% 0.7 18,002 +171 2 —
☆VRSK funds › VERISK ANALYTICS INC ADD — 0.4% -0.1% 0.7 3,798 +250 2 —
☆MO funds › ALTRIA GROUP INC ADD — 0.4% +0.0% 0.7 9,377 +1,226 3 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% +0.0% 0.7 12,607 +3,151 3 —
☆MCK funds › MCKESSON CORP TRIM — 0.4% -0.2% 0.7 886 -36 3 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.4% -0.1% 0.6 4,430 +35 3 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.4% +0.1% 0.6 29,786 +9,295 3 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% -0.1% 0.6 13,541 +783 3 —
☆CVX funds › CHEVRON CORPORATION NEW — 0.4% +0.4% 0.6 3,703 +3,703 1 —
☆MSCI funds › MSCI INC TRIM — 0.4% -0.1% 0.6 1,094 -97 3 —
☆SPYM funds › SPDR SERIES TRUST NEW — 0.4% +0.4% 0.6 6,773 +6,773 1 —
☆HYS funds › PIMCO ETF TR ADD — 0.4% -0.1% 0.6 6,284 +119 3 —
☆MGC funds › VANGUARD WORLD FD TRIM — 0.4% -0.0% 0.6 2,138 -30 3 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.3% +0.1% 0.6 15,227 +5,217 2 —
☆MTBA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.3% +0.1% 0.5 11,126 +4,287 3 —
☆GOVT funds › ISHARES TR ADD — 0.3% +0.2% 0.5 23,694 +14,493 2 —
☆FLEX funds › FLEX LTD TRIM — 0.3% +0.1% 0.5 3,267 -2,090 3 —
☆IUSB funds › ISHARES TR ADD — 0.3% +0.1% 0.5 11,258 +4,648 3 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.3% +0.1% 0.5 447 -340 3 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.3% -0.0% 0.5 3,998 -218 2 —
☆RWK funds › INVESCO EXCH TRADED FD TR II ADD — 0.3% -0.0% 0.5 3,371 +32 2 —
☆HALO funds › HALOZYME THERAPEUTICS INC ADD — 0.3% +0.1% 0.5 6,175 +1,691 2 —
☆MS funds › MORGAN STANLEY ADD — 0.3% +0.1% 0.5 2,298 +506 3 —
☆FEMB funds › FIRST TR EXCH TRADED FD III ADD — 0.3% +0.1% 0.5 16,169 +4,799 3 —
☆TROW funds › PRICE T ROWE GROUP INC ADD — 0.3% +0.1% 0.5 4,141 +778 3 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% -0.0% 0.5 4,169 +41 3 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 0.5 7,887 +435 3 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% -0.1% 0.5 9,851 +71 3 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% +0.1% 0.5 10,312 +3,289 2 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.3% +0.0% 0.5 25,632 +7,355 3 —
☆FSIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% +0.0% 0.5 24,159 +7,497 3 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 0.5 8,233 +301 3 —
☆IWF funds › ISHARES TR ADD — 0.3% +0.1% 0.5 3,653 +3,102 3 —
☆MMSI funds › MERIT MED SYS INC ADD — 0.3% +0.1% 0.5 6,541 +2,365 3 —
☆THC funds › TENET HEALTHCARE CORP ADD — 0.3% +0.1% 0.5 2,421 +1,022 3 —
☆BRIB funds › FIS TR TRIM — 0.3% -0.1% 0.5 18,039 -65 2 —
☆EXEL funds › EXELIXIS INC ADD — 0.3% +0.0% 0.4 8,257 +664 3 —
☆SCIO funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% +0.0% 0.4 21,709 +6,457 2 —
☆RL funds › RALPH LAUREN CORP ADD — 0.3% +0.0% 0.4 1,108 +212 3 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC ADD — 0.3% +0.0% 0.4 2,598 +213 3 —
☆ITOT funds › ISHARES TR TRIM — 0.3% -0.0% 0.4 2,629 -54 3 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.3% +0.3% 0.4 14,412 +14,412 1 —
☆ELAN funds › ELANCO ANIMAL HEALTH INC ADD — 0.3% +0.0% 0.4 17,160 +5,132 3 —
☆TOST funds › TOAST INC ADD — 0.3% +0.0% 0.4 15,098 +2,844 2 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.3% +0.0% 0.4 7,943 -860 3 —
☆PAYX funds › PAYCHEX INC NEW — 0.3% +0.3% 0.4 4,252 +4,252 1 —
☆UHS funds › UNIVERSAL HLTH SVCS INC NEW — 0.3% +0.3% 0.4 2,794 +2,794 1 —
☆VTI funds › VANGUARD INDEX FDS NEW — 0.3% +0.3% 0.4 1,115 +1,115 1 —
☆PODD funds › INSULET CORP ADD — 0.3% +0.1% 0.4 2,708 +1,423 3 —
☆EFV funds › ISHARES TR TRIM — 0.3% -0.1% 0.4 5,267 -765 3 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL ADD — 0.3% -0.0% 0.4 744 +135 3 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% +0.0% 0.4 2,489 -256 3 —
☆QUAL funds › ISHARES TR TRIM — 0.2% -0.2% 0.4 1,798 -973 3 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.2% +0.1% 0.4 521 +152 3 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.2% +0.0% 0.4 2,960 +28 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.4 1,673 +110 3 —
☆APP funds › APPLOVIN CORP TRIM — 0.2% +0.0% 0.4 703 -51 3 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.2% +0.1% 0.4 1,607 +495 3 —
☆CHWY funds › CHEWY INC ADD — 0.2% -0.0% 0.4 18,209 +6,403 3 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.1% 0.4 1,254 +365 3 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.1% 0.3 1,349 +362 3 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.2% -0.1% 0.3 11,556 -1,532 3 —
☆ZM funds › ZOOM COMMUNICATIONS INC TRIM — 0.2% -0.1% 0.3 3,852 -639 3 —
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.2% +0.0% 0.3 234 -1 3 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.1% 0.3 4,525 +593 3 —
☆IDEV funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 3,607 -30 3 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 0.3 2,022 +167 3 —
☆ESUM funds › STRATEGY SHS TRIM — 0.2% -0.0% 0.3 10,422 -47 2 —
☆SYSB funds › ISHARES TR NEW — 0.2% +0.2% 0.3 3,589 +3,589 1 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% -0.0% 0.3 10,650 +192 3 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV ADD — 0.2% -0.1% 0.3 5,962 +1,070 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.3 1,233 +50 3 —
☆TLH funds › ISHARES TR NEW — 0.2% +0.2% 0.3 3,057 +3,057 1 —
☆O funds › REALTY INCOME CORP ADD — 0.2% +0.0% 0.3 4,901 +1,199 2 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.0% 0.3 6,897 -1,449 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.2% +0.2% 0.3 299 +299 1 —
☆QUS funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.3 1,517 -25 3 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.2% +0.0% 0.3 831 -596 3 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.0% 0.3 2,194 +228 3 —
☆SHLD funds › GLOBAL X FDS TRIM — 0.2% -0.1% 0.3 4,711 -1,280 3 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.2% +0.0% 0.3 3,889 +658 3 —
☆IEI funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 2,312 -37 3 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.1% 0.3 6,358 +303 3 —
☆DTCR funds › GLOBAL X FDS TRIM — 0.2% +0.0% 0.3 8,635 -57 2 —
☆AMGN funds › AMGEN INC NEW — 0.2% +0.2% 0.3 707 +707 1 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% +0.0% 0.3 770 +66 3 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.2 3,009 -77 3 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.2 7,279 +7,279 1 —
☆VICI funds › VICI PPTYS INC ADD — 0.2% -0.0% 0.2 9,141 +1,238 3 —
☆SHYG funds › ISHARES TR NEW — 0.1% +0.1% 0.2 5,576 +5,576 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.1% +0.1% 0.2 1,505 +1,505 1 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.1% +0.1% 0.2 306 +306 1 —
☆IVLU funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 5,375 +0 3 —
☆SHY funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,712 +2,712 1 —
☆BAUG funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 4,107 +0 3 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.1% 0.2 2,880 -102 3 —
☆BX funds › BLACKSTONE INC NEW — 0.1% +0.1% 0.2 1,844 +1,844 1 —
☆WMB funds › WILLIAMS COS INC NEW — 0.1% +0.1% 0.2 2,880 +2,880 1 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.2 1,983 -218 2 —
☆GIS funds › GENERAL MILLS INC NEW — 0.1% +0.1% 0.2 5,989 +5,989 1 —
☆VOO funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 298 +298 1 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 7,314 +7,314 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.1% +0.1% 0.2 401 +401 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.2% 0.0 0 -1,292 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.5% 0.0 0 -3,570 0 —
☆BINC funds › BLACKROCK ETF TRUST II EXIT — 0.0% -0.2% 0.0 0 -3,913 0 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -3.4% 0.0 0 -90,718 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC EXIT — 0.0% -0.5% 0.0 0 -1,329 0 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -3.4% 0.0 0 -92,573 0 —
☆DECK funds › DECKERS OUTDOOR CORP EXIT — 0.0% -0.2% 0.0 0 -2,742 0 —
☆XJUN funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -0.2% 0.0 0 -4,808 0 —
☆FOCT funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -3.3% 0.0 0 -91,964 0 —
☆TLT funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,684 0 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -3.2% 0.0 0 -85,378 0 —
☆MCO funds › MOODYS CORP EXIT — 0.0% -0.5% 0.0 0 -1,526 0 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -3.4% 0.0 0 -83,930 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,113 0 —
☆SHW funds › SHERWIN WILLIAMS CO EXIT — 0.0% -0.5% 0.0 0 -2,267 0 —
☆GILD funds › GILEAD SCIENCES INC EXIT — 0.0% -0.2% 0.0 0 -1,529 0 —
☆PWR funds › QUANTA SVCS INC EXIT — 0.0% -0.2% 0.0 0 -377 0 —
☆HIMS funds › HIMS & HERS HEALTH INC EXIT — 0.0% -0.3% 0.0 0 -19,959 0 —
☆PHM funds › PULTE GROUP INC EXIT — 0.0% -0.2% 0.0 0 -2,684 0 —
☆CF funds › CF INDUSTRIES HOLD EXIT — 0.0% -0.2% 0.0 0 -1,848 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.6% 0.0 0 -1,970 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.2% 0.0 0 -3,150 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 160 166 0.29 30% 0.015 0.036 — in
2026Q1 134 158 0.23 34% 0.017 0.068 — in
2025Q4 138 158 0.22 35% 0.017 0.060 — entered
2025Q3 129 147 0.00 37% 0.019 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