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CIK 0001912095 · Q1 2026

13F Equity AUM

$383.1M

+26.5% QoQ

Positions

-1 QoQ

AUM Rank

#5,086

Top 41%

Skill Alpha (FF)

+0.8%/yr^ns

No Clear Edge

Rank #1,698 · Top 21%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 63.3%Top 10: 93.3%Top 20: 100.0%

MSFT17.3%

LIN13.0%

GE12.2%

NU10.5%

TSM10.3%

AMZN9.1%

GOOGL8.8%

V5.3%

DHR3.5%

MLB13.2%

Others (7)6.7%

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

Sector Allocation

Technology31.5%

Financial Services16.8%

Basic Materials13.0%

Consumer Cyclical12.3%

Industrials12.2%

Communication Services8.8%

Healthcare3.5%

Other1.8%

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

Position Sizing

Positions: 17Median: 3.48%Avg: 5.88%

0–0.5%

2(0.3%)

0.5–1%

3(1.9%)

1–3%

2(4.5%)

3–5%

2(6.7%)

5%+

8(86.5%)

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

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Portfolio Overlap

Shared: 15Unique: 2vs 20 funds

0.2%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)

BlackRock, Inc.

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

STATE STREET CORP

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

FMR LLC

0.5%

MORGAN STANLEY

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

JPMORGAN CHASE & CO

0.3%

BANK OF AMERICA CORP /DE/

0.3%

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

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Position Changes This Quarter

New1Increased9Decreased2Exited2

New Positions

NOW0.6%

+23K

Increased

NU10.5%

+937K(+50%)

MSFT17.3%

+92K(+105%)

LIN13.0%

+58K(+135%)

GE12.2%

+45K(+37%)

GOOGL8.8%

+39K(+50%)

V5.3%

+38K(+125%)

DHR3.5%

+27K(+62%)

DUT1.8%

+10K(+151%)

AMD2.7%

+7K(+16%)

Decreased

AMZN9.1%

-37,025(-18%)

TSM10.3%

-21,836(-16%)

Exited

CHV

-15,170

COP

-15,235

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

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Holdings

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