Signals

← Signals

☆NSRGY

155 in-universe funds with a nonzero position in NSRGY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#18767
Score / z0.000 / -0.02
Consensus42.13 over 89 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
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 ▾
☆GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 543.2 6.4% 4 +0.4 pp +0.7 pp +0.0 pp +6.4 pp
☆BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 98.9 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 98.0 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 84.7 1.6% 4 -0.1 pp -0.0 pp -0.2 pp +1.6 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 58.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 9.4 1.9% 4 +0.0 pp -0.0 pp -0.0 pp +1.9 pp
☆SAYBROOK CAPITAL /NC CIK 0001044924 0.765 42 7.6 2.1% 4 +0.2 pp +0.2 pp -0.1 pp +2.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 6.3 0.8% 4 -0.0 pp +0.0 pp +0.3 pp +0.8 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 6.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Sky Investment Group LLC CIK 0001333792 0.439 146 6.0 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 6.0 1.2% 4 +0.1 pp +0.1 pp -0.1 pp +1.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 5.1 0.9% 4 +0.1 pp +0.1 pp -0.0 pp +0.9 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 5.0 2.0% 4 +0.1 pp +0.2 pp -0.1 pp +2.0 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 4.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 4.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 4.2 0.9% 3 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 3.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 3.7 0.2% 4 -0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆OPAL CAPITAL LLC CIK 0002100122 0.079 136 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 3.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ACADEMY CAPITAL MANAGEMENT CIK 0001031972 0.782 36 3.0 0.4% 4 -0.0 pp -0.0 pp -0.9 pp +0.4 pp
☆Henry James International Management Inc. CIK 0001750423 0.252 91 3.0 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 2.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.5 0.6% 4 +0.0 pp +0.1 pp -0.0 pp +0.6 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 2.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 2.3 0.6% 4 +0.0 pp -0.0 pp -0.4 pp +0.6 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 2.2 1.0% 4 -0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆Pettee Investors, Inc. CIK 0001596901 0.326 115 2.1 1.1% 4 -0.1 pp +0.0 pp -0.2 pp +1.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 1.8 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 1.8 1.0% 4 -0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broderick Brian C CIK 0001314376 0.508 95 1.7 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 1.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Delaney Dennis R CIK 0001661536 0.404 61 1.6 0.6% 4 +0.2 pp -0.0 pp -0.5 pp +0.6 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.0 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.9 0.8% 4 +0.0 pp +0.1 pp -0.0 pp +0.8 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.6 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Notis-McConarty Edward CIK 0001592616 0.343 67 0.6 0.3% 4 +0.0 pp -0.1 pp -0.5 pp +0.3 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elefante Mark B CIK 0001661535 0.333 60 0.5 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.525 181 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SCHULHOFF & CO INC CIK 0001080197 0.347 133 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.5 0.0% 4 -0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.4 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle West Asset Management, Inc. CIK 0001975730 0.130 104 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.2 0.0% 1 +0.0 pp -0.7 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kidder Stephen W CIK 0001314377 0.476 75 0.2 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.2 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SFAM, LLC CIK 0001713286 0.679 262 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sawyer & Company, Inc CIK 0001722436 0.286 202 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Manitou Investment Management Ltd. CIK 0001657428 0.815 48 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMillan Office, Inc. CIK 0002109205 0.725 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BEDDOW CAPITAL MANAGEMENT INC CIK 0001278641 0.466 55 0.0 0.0% 0 -2.7 pp -2.5 pp -2.7 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 0.0% 0 -0.1 pp -0.3 pp -0.7 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812 0.150 70 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 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 NSRGY). Qtrs Held counts distinct quarters this fund has actually held NSRGY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NSRGY position size. Δ columns are the percentage-point change in NSRGY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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