☆American State Bank (Iowa)
Quality Q
0.272
AUM ($M)
247
Positions
139
Turnover
0.10
Top-10 wt
40%
Herfindahl
0.025
History (qtrs)
23
Excess Return
—
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Holdings · 147 positions · portfolio value $247M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 9.1% | -0.3% | 22.3 | 111,541 | -309 | 7 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 5.8% | -1.0% | 14.3 | 115,412 | +82,336 | 7 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 4.6% | +0.3% | 11.4 | 15,429 | +0 | 7 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 4.5% | +2.8% | 11.0 | 78,985 | -246 | 7 | — |
| ☆IWD funds › | ISHARES TR | ADD | — | 3.4% | +0.1% | 8.3 | 34,311 | +2,163 | 7 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 3.0% | -0.0% | 7.3 | 25,381 | +699 | 7 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | HOLD | — | 2.7% | +1.4% | 6.8 | 7,000 | +0 | 7 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 2.7% | +1.2% | 6.7 | 9,314 | +79 | 7 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.3% | -0.2% | 5.7 | 15,196 | +893 | 7 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 2.1% | +0.9% | 5.2 | 11,950 | -50 | 7 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | HOLD | — | 2.0% | -0.1% | 4.9 | 6,507 | +0 | 7 | — |
| ☆BAC funds › | BANK AMERICA CORP | ADD | — | 1.5% | +0.0% | 3.6 | 63,987 | +1,303 | 7 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.4% | -0.1% | 3.4 | 13,519 | +885 | 7 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 1.4% | +0.3% | 3.4 | 28,834 | +438 | 7 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 1.3% | +0.2% | 3.2 | 8,478 | +170 | 7 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 1.2% | +0.1% | 3.1 | 21,941 | +470 | 7 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 1.2% | -0.2% | 3.0 | 13,263 | +441 | 7 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 1.2% | -0.2% | 2.9 | 105,028 | +83,610 | 7 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 1.1% | -0.2% | 2.7 | 27,621 | -744 | 7 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 1.1% | -0.3% | 2.7 | 23,660 | +650 | 7 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 1.1% | -0.1% | 2.7 | 7,398 | +238 | 7 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 1.1% | +0.6% | 2.7 | 6,187 | -44 | 7 | — |
| ☆DIA funds › | SPDR DOW JONES INDL AVERAGE | HOLD | — | 1.1% | -0.1% | 2.6 | 4,992 | +0 | 7 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | ADD | — | 1.1% | -0.0% | 2.6 | 7,939 | +173 | 7 | — |
| ☆BA funds › | BOEING CO | ADD | — | 1.0% | -0.1% | 2.6 | 11,910 | +242 | 7 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.0% | +0.0% | 2.5 | 6,626 | -98 | 7 | — |
| ☆SPGI funds › | S&P GLOBAL INC | ADD | — | 0.9% | -0.1% | 2.3 | 5,614 | +595 | 7 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 0.9% | -0.1% | 2.1 | 27,785 | +350 | 7 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.9% | +0.1% | 2.1 | 5,968 | +126 | 7 | — |
| ☆HIG funds › | HARTFORD INSURANCE GROUP INC | ADD | — | 0.8% | -0.2% | 2.1 | 15,664 | +192 | 7 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.8% | +0.0% | 2.0 | 24,392 | +284 | 7 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.8% | -0.1% | 2.0 | 5,659 | +141 | 7 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.8% | +0.0% | 2.0 | 8,290 | +579 | 7 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.8% | +0.0% | 2.0 | 1,949 | +52 | 7 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | ADD | — | 0.8% | -0.1% | 1.9 | 16,865 | +652 | 7 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | ADD | — | 0.7% | -0.0% | 1.8 | 12,579 | +1,173 | 7 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.7% | -0.3% | 1.8 | 13,099 | +78 | 7 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.7% | -0.0% | 1.8 | 11,957 | -834 | 7 | — |
| ☆WFC funds › | WELLS FARGO CO NEW | ADD | — | 0.7% | -0.1% | 1.8 | 21,368 | +544 | 7 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.6% | -0.1% | 1.5 | 11,367 | +111 | 7 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.6% | -0.1% | 1.5 | 8,014 | +78 | 7 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.6% | +0.2% | 1.5 | 3,589 | +450 | 7 | — |
| ☆IUSG funds › | ISHARES TR | TRIM | — | 0.6% | +0.0% | 1.5 | 7,895 | -16 | 7 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW | ADD | — | 0.6% | -0.1% | 1.4 | 1,550 | +125 | 7 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.6% | -0.0% | 1.4 | 6,020 | +0 | 7 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.6% | -0.1% | 1.4 | 14,705 | +95 | 7 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.6% | -0.3% | 1.4 | 68,456 | +4,593 | 7 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.6% | +0.4% | 1.4 | 1,222 | +22 | 4 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.6% | -0.1% | 1.4 | 5,195 | +746 | 7 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.6% | -0.1% | 1.4 | 10,775 | +529 | 7 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.5% | +0.0% | 1.3 | 4,928 | +494 | 7 | — |
| ☆CVX funds › | CHEVRON CORP NEW | ADD | — | 0.5% | -0.2% | 1.3 | 8,073 | +328 | 7 | — |
| ☆IUSV funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 1.3 | 11,979 | -17 | 7 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.5% | -0.2% | 1.3 | 31,082 | +2,170 | 7 | — |
| ☆V funds › | VISA INC | ADD | — | 0.5% | +0.0% | 1.3 | 3,794 | +428 | 7 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.5% | +0.1% | 1.3 | 1,094 | -5 | 7 | — |
| ☆IWV funds › | ISHARES TR | TRIM | — | 0.5% | -0.6% | 1.3 | 2,999 | -3,472 | 3 | — |
| ☆USRT funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 1.3 | 19,224 | -428 | 7 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.5% | +0.1% | 1.3 | 1,175 | +67 | 7 | — |
| ☆EFG funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 1.2 | 9,974 | +353 | 7 | — |
| ☆ROST funds › | ROSS STORES INC | ADD | — | 0.5% | -0.1% | 1.2 | 5,662 | +74 | 7 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.5% | -0.0% | 1.2 | 4,672 | +91 | 7 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.5% | -0.1% | 1.2 | 7,690 | +0 | 7 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.5% | -0.1% | 1.2 | 13,227 | +820 | 7 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.5% | +0.1% | 1.1 | 6,088 | +409 | 7 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | HOLD | — | 0.5% | -0.1% | 1.1 | 9,584 | +0 | 7 | — |
| ☆NFLX funds › | NETFLIX INC | ADD | — | 0.4% | -0.2% | 1.1 | 15,519 | +1,496 | 7 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.4% | -0.0% | 1.0 | 2,487 | -11 | 7 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.4% | -0.1% | 1.0 | 7,709 | +638 | 7 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.4% | +0.0% | 1.0 | 14,574 | +1,669 | 7 | — |
| ☆CI funds › | THE CIGNA GROUP | HOLD | — | 0.4% | -0.1% | 1.0 | 3,511 | +0 | 7 | — |
| ☆IBB funds › | ISHARES TR | HOLD | — | 0.4% | -0.0% | 1.0 | 5,082 | +0 | 7 | — |
| ☆IWO funds › | ISHARES TR | TRIM | — | 0.4% | -0.4% | 1.0 | 2,448 | -2,744 | 7 | — |
| ☆ADBE funds › | ADOBE INC | ADD | — | 0.4% | -0.0% | 1.0 | 4,674 | +1,040 | 7 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.4% | -0.0% | 0.9 | 12,100 | +2,682 | 7 | — |
| ☆DGRO funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 0.9 | 11,987 | -50 | 7 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.4% | -0.0% | 0.9 | 1,788 | +19 | 7 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.4% | -0.0% | 0.9 | 5,473 | +0 | 7 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | +0.0% | 0.8 | 4,046 | -761 | 7 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.3% | +0.0% | 0.7 | 2,119 | +296 | 7 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.7 | 9,666 | -39 | 7 | — |
| ☆DOW funds › | DOW INC | ADD | — | 0.3% | -0.2% | 0.7 | 27,086 | +2,480 | 7 | — |
| ☆XEL funds › | XCEL ENERGY INC | HOLD | — | 0.3% | -0.0% | 0.7 | 8,954 | +0 | 7 | — |
| ☆SLB funds › | SLB LIMITED | ADD | — | 0.3% | -0.1% | 0.7 | 14,626 | +413 | 7 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.3% | -0.0% | 0.7 | 1,683 | +236 | 7 | — |
| ☆IYH funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.7 | 9,915 | +0 | 7 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.3% | -0.0% | 0.6 | 652 | +34 | 7 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.6 | 2,830 | +191 | 6 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.2% | +0.0% | 0.6 | 2,908 | -14 | 7 | — |
| ☆ENB funds › | ENBRIDGE INC | ADD | — | 0.2% | -0.0% | 0.6 | 11,156 | +422 | 7 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 0.2% | -0.3% | 0.6 | 2,706 | -2,841 | 7 | — |
| ☆AEE funds › | AMEREN CORP | HOLD | — | 0.2% | -0.0% | 0.6 | 5,282 | +0 | 7 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,028 | +193 | 6 | — |
| ☆SPTB funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 0.6 | 19,042 | +3,610 | 3 | — |
| ☆DBP funds › | INVESCO DB MULTI-SECTOR COMM | TRIM | — | 0.2% | -0.1% | 0.5 | 5,918 | -52 | 7 | — |
| ☆EMR funds › | EMERSON ELEC CO | HOLD | — | 0.2% | -0.0% | 0.5 | 3,589 | +0 | 7 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.2% | +0.2% | 0.5 | 627 | +627 | 1 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.5 | 5,388 | +4,630 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 1,475 | +0 | 7 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 593 | +67 | 5 | — |
| ☆DBA funds › | INVESCO DB MULTI-SECTOR COMM | ADD | — | 0.2% | -0.0% | 0.4 | 16,534 | +364 | 7 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.1% | 0.4 | 7,997 | -1,894 | 7 | — |
| ☆KIM funds › | KIMCO RLTY CORP | HOLD | — | 0.2% | -0.0% | 0.4 | 16,638 | +0 | 7 | — |
| ☆ALL funds › | ALLSTATE CORP | HOLD | — | 0.2% | -0.0% | 0.4 | 1,748 | +0 | 7 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.2% | -0.0% | 0.4 | 3,540 | +0 | 7 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.2% | +0.0% | 0.4 | 6,914 | +574 | 5 | — |
| ☆DBC funds › | INVESCO DB COMMDY INDX TRCK | HOLD | — | 0.2% | -0.0% | 0.4 | 15,280 | +0 | 7 | — |
| ☆LECO funds › | LINCOLN ELEC HLDGS INC | HOLD | — | 0.2% | -0.0% | 0.4 | 1,500 | +0 | 7 | — |
| ☆DIS funds › | DISNEY WALT CO | NEW | — | 0.2% | +0.2% | 0.4 | 4,112 | +4,112 | 1 | — |
| ☆ES funds › | EVERSOURCE ENERGY | HOLD | — | 0.2% | -0.0% | 0.4 | 5,436 | +0 | 7 | — |
| ☆SO funds › | SOUTHERN CO | HOLD | — | 0.2% | -0.0% | 0.4 | 4,081 | +0 | 7 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | HOLD | — | 0.2% | +0.0% | 0.4 | 1,737 | +0 | 7 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.2% | +0.2% | 0.4 | 317 | +317 | 1 | — |
| ☆DBE funds › | INVESCO DB MULTI-SECTOR COMM | HOLD | — | 0.2% | -0.1% | 0.4 | 14,400 | +0 | 7 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.4 | 1,017 | -40 | 7 | — |
| ☆CVS funds › | CVS HEALTH CORP | TRIM | — | 0.1% | -0.1% | 0.4 | 3,501 | -4,290 | 7 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.1% | +0.0% | 0.4 | 997 | -19 | 4 | — |
| ☆DBB funds › | INVESCO DB MULTI-SECTOR COMM | HOLD | — | 0.1% | -0.0% | 0.4 | 14,577 | +0 | 7 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 1,132 | +108 | 3 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.1% | -0.1% | 0.3 | 628 | -532 | 7 | — |
| ☆MCK funds › | MCKESSON CORP | NEW | — | 0.1% | +0.1% | 0.3 | 397 | +397 | 1 | — |
| ☆SPBO funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.3 | 10,197 | +2,297 | 2 | — |
| ☆VIOO funds › | VANGUARD ADMIRAL FDS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 2,056 | +0 | 5 | — |
| ☆FDX funds › | FEDEX CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 875 | +0 | 4 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,584 | +0 | 3 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 2,760 | +332 | 4 | — |
| ☆NEM funds › | NEWMONT CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,796 | +2,796 | 1 | — |
| ☆APD funds › | AIR PRODS & CHEMS INC | TRIM | — | 0.1% | -0.1% | 0.3 | 888 | -925 | 7 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.1% | -0.0% | 0.2 | 384 | +0 | 2 | — |
| ☆IXUS funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 2,525 | +0 | 4 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.2 | 900 | +900 | 1 | — |
| ☆XSD funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.2 | 358 | -291 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 325 | +325 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 913 | +913 | 1 | — |
| ☆ESS funds › | ESSEX PPTY TR INC | NEW | — | 0.1% | +0.1% | 0.2 | 748 | +748 | 1 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | TRIM | — | 0.1% | -0.0% | 0.2 | 271 | -47 | 2 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.1% | +0.1% | 0.2 | 2,565 | +2,565 | 1 | — |
| ☆CLX funds › | CLOROX CO DEL | ADD | — | 0.1% | -0.0% | 0.2 | 2,217 | +200 | 7 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 550 | +550 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,143 | 0 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,527 | 0 | — |
| ☆GLD funds › | SPDR GOLD TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -471 | 0 | — |
| ☆SNY funds › | SANOFI SA | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -12,434 | 0 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,393 | 0 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,924 | 0 | — |
| ☆XBI funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,601 | 0 | — |
| ☆XAR funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -799 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 247 | 139 | 0.10 | 40% | 0.025 | 0.272 | — | in |
| 2026Q1 | 208 | 136 | 0.06 | 36% | 0.024 | 0.307 | — | in |
| 2025Q4 | 208 | 136 | 0.04 | 38% | 0.026 | 0.310 | — | in |
| 2025Q3 | 196 | 132 | 0.05 | 39% | 0.028 | 0.306 | — | in |
| 2025Q2 | 181 | 127 | 0.09 | 39% | 0.026 | 0.256 | — | in |
| 2025Q1 | 166 | 125 | 0.05 | 38% | 0.022 | 0.324 | — | in |
| 2024Q4 | 166 | 123 | 0.05 | 41% | 0.025 | 0.307 | — | in |
| 2024Q3 | 165 | 128 | 0.04 | 39% | 0.023 | 0.287 | — | in |
| 2024Q2 | 156 | 122 | 0.06 | 40% | 0.025 | 0.260 | — | in |
| 2024Q1 | 149 | 122 | 0.10 | 37% | 0.022 | 0.177 | — | in |
| 2023Q4 | 157 | 336 | 0.04 | 32% | 0.016 | 0.262 | — | in |
| 2023Q3 | 139 | 328 | 0.03 | 31% | 0.016 | 0.225 | — | in |
| 2023Q2 | 144 | 329 | 0.04 | 32% | 0.016 | 0.227 | — | in |
| 2023Q1 | 137 | 330 | 0.05 | 30% | 0.015 | 0.215 | — | in |
| 2022Q4 | 130 | 321 | 0.04 | 27% | 0.014 | 0.207 | — | in |
| 2022Q3 | 115 | 317 | 0.05 | 29% | 0.014 | 0.158 | — | in |
| 2022Q2 | 126 | 305 | 0.05 | 31% | 0.017 | 0.204 | — | in |
| 2022Q1 | 144 | 299 | 0.06 | 33% | 0.018 | 0.192 | — | in |
| 2021Q4 | 144 | 294 | 0.05 | 31% | 0.016 | 0.155 | — | in |
| 2021Q3 | 129 | 294 | 0.03 | 29% | 0.015 | 0.159 | — | in |
| 2021Q2 | 128 | 292 | 0.04 | 28% | 0.014 | 0.154 | — | in |
| 2021Q1 | 117 | 287 | 0.05 | 26% | 0.013 | 0.163 | — | entered |
| 2020Q4 | 105 | 274 | 0.00 | 27% | 0.014 | 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