Eschler Asset Management LLP

CIK 0001910874 · Q1 2026

13F Equity AUM

$100.3M

-32.4% QoQ

Positions

-23 QoQ

AUM Rank

#9,929

Top 80%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,422 · Top 17%

vs S&P -0.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 62.9%Top 10: 80.9%Top 20: 93.5%

GDXJ25.2%

IAU13.6%

NEM10.8%

GOOG8.5%

VXUS4.8%

BE4.7%

VOO4.5%

BZ3.3%

META3.0%

IMCR2.4%

Others (23)19.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services38.2%

Unclassified13.6%

Basic Materials11.6%

Communication Services11.6%

Industrials8.9%

Technology4.8%

Energy3.9%

Healthcare3.7%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 33Median: 1.01%Avg: 3.03%

0–0.5%

7(2.2%)

0.5–1%

8(6.2%)

1–3%

9(13.1%)

3–5%

5(20.4%)

5%+

4(58.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 33Unique: 0vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.6%

BANK OF AMERICA CORP /DE/

0.7%

0.6%

0.7%

0.8%

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New7Increased8Decreased7Exited30

New Positions

BE4.7%

+35K

EQT0.9%

+15K

IPI0.8%

+18K

NOW0.7%

+7K

TSM0.3%

+1K

KWEB0.3%

+11K

BHC0.2%

+38K

Increased

IAU13.6%

+1.5M(+20%)

BZ3.3%

+100K(+67%)

RERE0.7%

+80K(+128%)

KSPI2.3%

+17K(+125%)

GOOG8.5%

+15K(+102%)

GDXJ25.2%

+10K(+5%)

HCA1.1%

+405(+21%)

MLB11.3%

+386(+106%)

Decreased

NEM10.8%

-75,000(-43%)

RIG0.6%

-50,000(-35%)

HSAI0.3%

-15,700(-48%)

NVDA1.0%

-12,148(-68%)

AMZN0.4%

-133(-6%)

META3.0%

-41(-1%)

BLK0.7%

-26(-3%)

Exited

AGI

-521,620

-250,000

-48,682

-235,475

-128,690

-6,449

-98,930

-469,257

-27,000

-70,596

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...