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☆CUSIP:09247X101

47 in-universe funds with a nonzero position in CUSIP:09247X101 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23885
Score / z-0.079 / -0.12
Consensus11.84 over 24 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott & Selber, Inc. CIK 0001315269 0.412 91 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 0.484 36 0.0 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 0.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skylands Capital, LLC CIK 0001299910 0.457 166 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sara-Bay Financial CIK 0001816444 0.680 87 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Boit C F David CIK 0001308331 0.410 85 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Long Island Investors, LLC CIK 0001490429 0.490 73 0.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 0.0 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle West Asset Management, Inc. CIK 0001975730 0.130 104 0.0 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆IVY LANE CAPITAL MANAGEMENT, LLC CIK 0001839851 0.336 14 0.0 14.3% 2 +2.8 pp +14.3 pp +14.3 pp +14.3 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CUSIP:09247X101). Qtrs Held counts distinct quarters this fund has actually held CUSIP:09247X101 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:09247X101 position size. Δ columns are the percentage-point change in CUSIP:09247X101's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status