Signals

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☆CUSIP:512807108

49 in-universe funds with a nonzero position in CUSIP:512807108 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#10150
Score / z0.000 / -0.00
Consensus12.05 over 25 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)
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Fund Positions
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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 ▾
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WD RUTHERFORD LLC CIK 0001841015 0.182 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 3.0% 3 +0.6 pp +1.1 pp +3.0 pp +3.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 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
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 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
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 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 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRINYI ASSOCIATES INC CIK 0001079738 0.758 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 -0.9 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
☆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
☆DCF Advisers, LLC CIK 0001802493 0.265 80 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Scott & Selber, Inc. CIK 0001315269 0.412 91 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 0.198 185 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 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
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 0.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 0.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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:512807108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:512807108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:512807108 position size. Δ columns are the percentage-point change in CUSIP:512807108'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