Signals

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☆CUSIP:589331107

10 in-universe funds with a nonzero position in CUSIP:589331107 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#10138
Score / z0.000 / -0.02
Consensus2.79 over 5 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 ▾
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Bruce & Co., Inc. CIK 0001358331 0.594 41 0.0 6.6% 5 +0.0 pp +0.3 pp +1.6 pp +1.7 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.8% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆U S WEALTH GROUP, LLC. CIK 0001554427 0.294 47 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 0.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 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:589331107). Qtrs Held counts distinct quarters this fund has actually held CUSIP:589331107 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:589331107 position size. Δ columns are the percentage-point change in CUSIP:589331107's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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