Signals

CUSIP:125509109

10 in-universe funds with a nonzero position in CUSIP:125509109 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#6170
Score / z0.000 / -0.00
Consensus2.56 over 6 funds
Momentumnot computed

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.
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 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
KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 0.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 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 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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:125509109). Qtrs Held counts distinct quarters this fund has actually held CUSIP:125509109 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:125509109 position size. Δ columns are the percentage-point change in CUSIP:125509109'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