CIK 1839421
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 79.03% | 57 |
| Technology Hardware & Equipment | 3.36% | 7 |
| Utilities | 2.66% | 16 |
| Semiconductors & Semiconductor Equipment | 2.39% | 8 |
| Banks | 1.89% | 12 |
| Specialty Retail | 1.43% | 6 |
| Software | 1.13% | 5 |
| Software & IT Services | 0.93% | 2 |
| Pharmaceuticals & Biotechnology | 0.92% | 6 |
| Oil, Gas & Consumable Fuels | 0.74% | 3 |
| Food Products | 0.62% | 3 |
| Diversified Telecommunication Services | 0.59% | 3 |
| Automobiles & Components | 0.57% | 2 |
| Chemicals | 0.49% | 3 |
| Insurance | 0.47% | 4 |
| Tobacco | 0.47% | 2 |
| Media & Entertainment | 0.34% | 3 |
| Machinery | 0.30% | 4 |
| Hotels, Restaurants & Leisure | 0.28% | 1 |
| Capital Markets | 0.26% | 1 |
| Commercial Services & Supplies | 0.20% | 2 |
| Food & Staples Retailing | 0.17% | 1 |
| Beverages | 0.16% | 2 |
| Health Care Equipment & Supplies | 0.15% | 2 |
| Distributors | 0.14% | 1 |
| Paper & Forest Products | 0.14% | 1 |
| Textiles, Apparel & Luxury Goods | 0.06% | 1 |
| Aerospace & Defense | 0.05% | 1 |
| Entertainment | 0.05% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | BUFD | FIRST TR EXCHNG TRADED FD VI | Unclassified | 12.38% |
| 2 | AVIG | AMERICAN CENTY ETF TR | Unclassified | 5.56% |
| 3 | FTCB | FIRST TR EXCHANGE-TRADED FD | Unclassified | 5.52% |
| 4 | BUFQ | FIRST TR EXCHNG TRADED FD VI | Unclassified | 4.42% |
| 5 | BUFG | FIRST TR EXCHNG TRADED FD VI | Unclassified | 4.36% |
| 6 | BUFT | FIRST TR EXCHNG TRADED FD VI | Unclassified | 3.97% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | Unclassified | 3.93% |
| 8 | IVV | ISHARES TR | Unclassified | 3.06% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | Unclassified | 3.03% |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | Unclassified | 2.99% |
104/160 names classified · sector 21.3% of weight · industry 21.0% · mkt cap 21.3%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 21.3% of the book is sector-classified (unclassified names shown, never dropped).
Only 21% of book weight classified — the grid is NOT representative of the whole book.
Classified: 20.8% of book weight (100/160 names) · unclassified 79.2%: BUFD, AVIG, FTCB, BUFQ, BUFG, BUFT, BUFR, IVV, LMBS, CGMS +50 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BUFDFIRST TR EXCHNG TRADED FD VI | 1,825,742 | $51M | 12.4% | HOLD |
| 2 | AVIGAMERICAN CENTY ETF TR | 552,565 | $23M | 5.6% | ADD 4% |
| 3 | FTCBFIRST TR EXCHANGE-TRADED FD | 1,088,140 | $23M | 5.5% | ADD 102% |
| 4 | BUFQFIRST TR EXCHNG TRADED FD VI | 516,655 | $18M | 4.4% | ADD 5% |
| 5 | BUFGFIRST TR EXCHNG TRADED FD VI | 671,115 | $18M | 4.4% | ADD 5% |
| 6 | BUFTFIRST TR EXCHNG TRADED FD VI | 660,017 | $16M | 4.0% | HOLD |
| 7 | BUFRFIRST TR EXCHNG TRADED FD VI | 481,010 | $16M | 3.9% | TRIM −3% |
| 8 | IVVISHARES TR | 19,356 | $13M | 3.1% | TRIM −36% |
| 9 | LMBSFIRST TR EXCHANGE-TRADED FD | 250,985 | $13M | 3.0% | ADD 90% |
| 10 | CGMSCAPITAL GRP FIXED INCM ETF T | 453,756 | $12M | 3.0% | ADD 100% |
| 11 | SPYGSPDR SERIES TRUST STATE STREET SPD | 113,271 | $11M | 2.7% | TRIM −18% |
| 12 | BUFSFIRST TR EXCHNG TRADED FD VI | 408,205 | $9M | 2.3% | ADD 5% |
| 13 | AAPLAPPLE INC | 35,230 | $9M | 2.2% | ADD 4% |
| 14 | LGOVFIRST TR EXCHANGE-TRADED FD | 394,494 | $9M | 2.1% | ADD 109% |
| 15 | SPYVSPDR SERIES TRUST | 142,670 | $8M | 2.0% | HOLD |
| 16 | FTGSFIRST TR EXCHANGE-TRADED FD | 216,767 | $7M | 1.8% | ADD 74% |
| 17 | RDVYFIRST TR EXCHANGE TRADED FD | 97,800 | $7M | 1.6% | ADD 84% |
| 18 | LVHILEGG MASON ETF INVT | 160,220 | $6M | 1.6% | ADD 41% |
| 19 | QQQMINVESCO EXCH TRADED FD TR II | 24,383 | $6M | 1.4% | ADD 90% |
| 20 | FICSFIRST TR EXCHANGE TRADED FD | 146,665 | $6M | 1.4% | ADD 48% |
| 21 | DLNWISDOMTREE TR | 62,274 | $6M | 1.3% | ADD 119% |
| 22 | NVDANVIDIA CORPORATION | 30,815 | $5M | 1.3% | ADD 7% |
| 23 | MDYGSPDR SERIES TRUST | 43,666 | $4M | 1.0% | ADD 51% |
| 24 | GLDSPDR GOLD TR | 8,396 | $4M | 0.9% | HOLD |
| 25 | IEIISHARES TR | 27,478 | $3M | 0.8% | ADD 3% |
| 26 | MBBISHARES TR | 34,274 | $3M | 0.8% | ADD 3% |
| 27 | MSFTMICROSOFT CORP | 8,648 | $3M | 0.8% | ADD 25% |
| 28 | AVEMAMERICAN CENTY ETF TR | 39,347 | $3M | 0.8% | ADD 41% |
| 29 | FLRGFIDELITY COVINGTON TRUST | 84,476 | $3M | 0.8% | HOLD |
| 30 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 118,458 | $3M | 0.8% | ADD 3% |
| 31 | SLVISHARES SILVER TR | 44,791 | $3M | 0.7% | TRIM −14% |
| 32 | AVUVAMERICAN CENTY ETF TR | 26,560 | $3M | 0.7% | ADD 109% |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 10,462 | $3M | 0.6% | ADD 10% |
| 34 | AMZNAMAZON COM INC | 11,334 | $2M | 0.6% | ADD 8% |
| 35 | METAMETA PLATFORMS INC | 3,693 | $2M | 0.5% | ADD 15% |
| 36 | CDXSIMPLIFY EXCHANGE TRADED FUN | 98,145 | $2M | 0.5% | ADD 9% |
| 37 | GOOGLALPHABET INC | 6,006 | $2M | 0.4% | TRIM −5% |
| 38 | CLOABLACKROCK ETF TRUST II | 29,275 | $2M | 0.4% | ADD 3% |
| 39 | AVSCAMERICAN CENTY ETF TR | 24,254 | $2M | 0.4% | TRIM −3% |
| 40 | XOMEXXON MOBIL CORP | 8,562 | $1M | 0.4% | ADD 9% |
| 41 | AVGOBROADCOM INC | 4,664 | $1M | 0.3% | TRIM −3% |
| 42 | IWRISHARES TR | 14,562 | $1M | 0.3% | HOLD |
| 43 | WMTWALMART INC | 11,252 | $1M | 0.3% | ADD 85% |
| 44 | BRK.BBERKSHIRE HATHAWAY INC DEL | 2,862 | $1M | 0.3% | TRIM −8% |
| 45 | PFEPFIZER INC | 45,437 | $1M | 0.3% | ADD 16% |
| 46 | TSLATESLA INC | 3,393 | $1M | 0.3% | ADD 18% |
| 47 | VZVERIZON COMMUNICATIONS INC | 24,583 | $1M | 0.3% | HOLD |
| 48 | VLOVALERO ENERGY CORP | 4,953 | $1M | 0.3% | ADD 24% |
| 49 | MCDMCDONALDS CORP | 3,782 | $1M | 0.3% | ADD 20% |
| 50 | ADMARCHER DANIELS MIDLAND CO | 15,525 | $1M | 0.3% | ADD 22% |
| 51 | FFORD MTR CO | 96,335 | $1M | 0.3% | ADD 19% |
| 52 | PMPHILIP MORRIS INTL INC | 6,719 | $1M | 0.3% | ADD 24% |
| 53 | SDVYFIRST TR EXCHANGE TRADED FD | 28,066 | $1M | 0.3% | ADD 17% |
| 54 | LYBLYONDELLBASELL INDUSTRIES N | 13,708 | $1M | 0.3% | ADD 11% |
| 55 | SGOVISHARES TR | 10,773 | $1M | 0.3% | ADD 83% |
| 56 | KEYKEYCORP | 53,191 | $1M | 0.3% | ADD 18% |
| 57 | TROWPRICE T ROWE GROUP INC | 11,812 | $1M | 0.3% | ADD 27% |
| 58 | DTEDTE ENERGY CO | 6,845 | $1M | 0.2% | ADD 3% |
| 59 | TAT&T INC | 33,543 | $972,488 | 0.2% | HOLD |
| 60 | CFGCITIZENS FINL GROUP INC | 15,895 | $953,235 | 0.2% | ADD 27% |
| 61 | USBUS BANCORP | 18,277 | $950,445 | 0.2% | ADD 18% |
| 62 | DDOMINION ENERGY INC | 14,708 | $909,235 | 0.2% | ADD 19% |
| 63 | BGBUNGE GLOBAL SA | 7,135 | $907,596 | 0.2% | ADD 19% |
| 64 | CSCOCISCO SYS INC | 11,644 | $903,389 | 0.2% | ADD 5% |
| 65 | PRUPRUDENTIAL FINL INC | 8,692 | $849,080 | 0.2% | ADD 20% |
| 66 | MOALTRIA GROUP INC | 12,734 | $840,382 | 0.2% | TRIM −35% |
| 67 | JNJJOHNSON & JOHNSON | 3,428 | $838,219 | 0.2% | ADD 50% |
| 68 | HBANHUNTINGTON BANCSHARES INC | 52,242 | $817,597 | 0.2% | ADD 12% |
| 69 | AEPAMERICAN ELEC PWR CO INC | 6,223 | $815,546 | 0.2% | ADD 15% |
| 70 | COSTCOSTCO WHSL CORP NEW | 811 | $808,234 | 0.2% | TRIM −26% |
| 71 | CMSCMS ENERGY CORP | 10,397 | $806,682 | 0.2% | ADD 7% |
| 72 | TFCTRUIST FINL CORP | 17,473 | $803,117 | 0.2% | ADD 16% |
| 73 | RFREGIONS FINANCIAL CORP NEW | 30,640 | $800,326 | 0.2% | ADD 19% |
| 74 | EXCEXELON CORP | 15,522 | $760,945 | 0.2% | ADD 15% |
| 75 | FEFIRSTENERGY CORP | 14,993 | $759,666 | 0.2% | ADD 15% |
| 76 | GDXVANECK ETF TRUST GOLD MINERS ETF | 8,210 | $753,489 | 0.2% | TRIM −11% |
| 77 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,915 | $749,870 | 0.2% | NEW |
| 78 | AMGNAMGEN INC | 2,101 | $739,490 | 0.2% | ADD 4% |
| 79 | ESEVERSOURCE ENERGY | 10,395 | $720,264 | 0.2% | ADD 17% |
| 80 | OMCOMNICOM GROUP INC | 9,249 | $696,662 | 0.2% | ADD 6% |
| 81 | CVSCVS HEALTH CORP | 9,692 | $696,069 | 0.2% | ADD 27% |
| 82 | OKEONEOK INC NEW | 7,693 | $695,619 | 0.2% | ADD 9% |
| 83 | EIXEDISON INTL | 9,343 | $683,723 | 0.2% | TRIM −35% |
| 84 | AMDADVANCED MICRO DEVICES INC | 3,293 | $669,901 | 0.2% | ADD 31% |
| 85 | MUMICRON TECHNOLOGY INC | 1,971 | $666,029 | 0.2% | TRIM −32% |
| 86 | WECWEC ENERGY GROUP INC | 5,722 | $662,545 | 0.2% | ADD 9% |
| 87 | PFGPRINCIPAL FINANCIAL GROUP IN | 7,252 | $653,471 | 0.2% | ADD 20% |
| 88 | FITBFIFTH THIRD BANCORP | 14,004 | $650,780 | 0.2% | ADD 21% |
| 89 | AMATAPPLIED MATLS INC | 1,885 | $644,382 | 0.2% | TRIM −32% |
| 90 | OGEOGE ENERGY CORP | 13,218 | $633,976 | 0.2% | ADD 6% |
| 91 | PPLPPL CORP | 16,514 | $630,837 | 0.2% | ADD 7% |
| 92 | PGPROCTER AND GAMBLE CO | 4,367 | $630,823 | 0.2% | TRIM −7% |
| 93 | JPMJPMORGAN CHASE & CO | 2,109 | $620,921 | 0.2% | TRIM −12% |
| 94 | PNWPINNACLE WEST CAP CORP | 6,132 | $617,902 | 0.1% | ADD 11% |
| 95 | DONWISDOMTREE TR | 11,742 | $616,941 | 0.1% | HOLD |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 4,099 | $599,615 | 0.1% | ADD 33% |
| 97 | LRCXLAM RESEARCH CORP | 2,775 | $592,924 | 0.1% | ADD 52% |
| 98 | NEENEXTERA ENERGY INC | 6,310 | $586,169 | 0.1% | ADD 41% |
| 99 | GPCGENUINE PARTS CO | 5,290 | $559,539 | 0.1% | ADD 22% |
| 100 | IPINTERNATIONAL PAPER CO | 15,651 | $558,672 | 0.1% | ADD 24% |
| 101 | BBYBest Buy Company, Inc. | 8,589 | $551,465 | 0.1% | ADD 22% |
| 102 | FUTYFIDELITY COVINGTON TRUST | 8,737 | $516,070 | 0.1% | ADD 14% |
| 103 | IEFAISHARES TR | 5,676 | $513,852 | 0.1% | TRIM −3% |
| 104 | CAGCONAGRA BRANDS INC | 32,509 | $511,073 | 0.1% | ADD 18% |
| 105 | ABBVABBVIE INC | 2,254 | $490,541 | 0.1% | ADD 6% |
| 106 | PEGPUBLIC SVC ENTERPRISE GROUP | 6,054 | $490,153 | 0.1% | ADD 11% |
| 107 | XLESELECT SECTOR SPDR TR | 7,958 | $487,496 | 0.1% | ADD 3% |
| 108 | FDISFIDELITY COVINGTON TRUST | 5,221 | $486,976 | 0.1% | HOLD |
| 109 | VVISA INC | 1,610 | $486,640 | 0.1% | TRIM −9% |
| 110 | SWKSSKYWORKS SOLUTIONS INC | 9,002 | $482,130 | 0.1% | ADD 29% |
| 111 | XLCSELECT SECTOR SPDR TR | 4,346 | $481,787 | 0.1% | HOLD |
| 112 | FIDUFIDELITY COVINGTON TRUST | 5,546 | $479,781 | 0.1% | TRIM −3% |
| 113 | SHWSHERWIN WILLIAMS CO | 1,489 | $477,299 | 0.1% | TRIM −8% |
| 114 | FHLCFIDELITY COVINGTON TRUST | 6,710 | $472,154 | 0.1% | NEW |
| 115 | SPYSTATE STR SPDR S&P 500 ETF T | 658 | $428,336 | 0.1% | TRIM −8% |
| 116 | HPQHP INC | 22,184 | $426,198 | 0.1% | ADD 13% |
| 117 | NFLXNETFLIX INC | 4,377 | $420,870 | 0.1% | ADD 64% |
| 118 | MDYVSPDR SERIES TRUST | 4,770 | $406,185 | 0.1% | HOLD |
| 119 | DIASPDR DOW JONES INDL AVERAGE | 847 | $392,455 | 0.1% | ADD 50% |
| 120 | SYKSTRYKER CORPORATION | 1,186 | $389,707 | 0.1% | ADD 94% |
| 121 | CVXCHEVRON CORP NEW | 1,867 | $386,267 | 0.1% | TRIM −75% |
| 122 | XLISELECT SECTOR SPDR TR | 2,300 | $371,919 | 0.1% | HOLD |
| 123 | AVXCAMERICAN CENTY ETF TR | 5,492 | $371,404 | 0.1% | TRIM −11% |
| 124 | INTCINTEL CORP | 8,221 | $362,794 | 0.1% | ADD 47% |
| 125 | MAMASTERCARD INCORPORATED | 720 | $359,806 | 0.1% | TRIM −27% |
| 126 | VOOVANGUARD INDEX FDS | 599 | $358,345 | 0.1% | ADD 25% |
| 127 | OSBCOLD SECOND BANCORP INC ILL | 17,507 | $352,935 | 0.1% | HOLD |
| 128 | PEPPEPSICO INC | 2,189 | $339,929 | 0.1% | ADD 29% |
| 129 | FMATFIDELITY COVINGTON TRUST | 5,851 | $337,248 | 0.1% | ADD 10% |
| 130 | ORCLORACLE CORP | 2,285 | $336,165 | 0.1% | NEW |
| 131 | HDHOME DEPOT INC | 980 | $322,240 | 0.1% | NEW |
| 132 | KLACKLA CORP | 207 | $304,763 | 0.1% | ADD 20% |
| 133 | MNSTMONSTER BEVERAGE CORP NEW | 4,193 | $303,827 | 0.1% | ADD 11% |
| 134 | INTUINTUIT | 689 | $297,910 | 0.1% | NEW |
| 135 | XLBSELECT SECTOR SPDR TR | 5,830 | $291,300 | 0.1% | NEW |
| 136 | CMCSACOMCAST CORP NEW | 10,087 | $289,566 | 0.1% | ADD 32% |
| 137 | BACBANK AMERICA CORP | 5,917 | $288,472 | 0.1% | TRIM −23% |
| 138 | LINLINDE PLC | 560 | $277,655 | 0.1% | NEW |
| 139 | WFCWELLS FARGO CO NEW | 3,483 | $277,296 | 0.1% | TRIM −17% |
| 140 | FNFFIDELITY NATL FINL INC | 5,373 | $249,201 | 0.1% | ADD 11% |
| 141 | TMUST-MOBILE US INC | 1,163 | $244,240 | 0.1% | NEW |
| 142 | BMYBRISTOL-MYERS SQUIBB CO | 3,984 | $241,727 | 0.1% | NEW |
| 143 | XLRESELECT SECTOR SPDR TR | 5,899 | $240,870 | 0.1% | ADD 17% |
| 144 | CCITIGROUP INC | 2,077 | $235,587 | 0.1% | NEW |
| 145 | CTASCINTAS CORP | 1,388 | $234,736 | 0.1% | HOLD |
| 146 | MRKMERCK & CO INC | 1,937 | $232,913 | 0.1% | TRIM −10% |
| 147 | MRVLMARVELL TECHNOLOGY INC | 2,339 | $231,661 | 0.1% | NEW |
| 148 | CATCATERPILLAR INC | 318 | $225,225 | 0.1% | NEW |
| 149 | CRMSALESFORCE INC | 1,198 | $223,645 | 0.1% | ADD 21% |
| 150 | ISRGINTUITIVE SURGICAL INC | 483 | $222,663 | 0.1% | ADD 21% |
| 151 | SCHXSCHWAB U.S. LARGE-CAP ETF | 8,478 | $217,375 | 0.1% | HOLD |
| 152 | WTSWATTS WATER TECHNOLOGIES INC | 747 | $216,956 | 0.1% | TRIM −26% |
| 153 | GGGGRACO INC | 2,528 | $214,102 | 0.1% | NEW |
| 154 | IAUISHARES GOLD TR | 2,387 | $210,429 | 0.1% | NEW |
| 155 | RTXRTX CORPORATION | 1,089 | $210,160 | 0.1% | NEW |
| 156 | ETENERGY TRANSFER L P | 10,786 | $208,174 | 0.1% | TRIM −7% |
| 157 | UNHUNITEDHEALTH GROUP INC | 768 | $207,781 | 0.1% | NEW |
| 158 | DISDISNEY WALT CO | 2,099 | $202,302 | 0.0% | TRIM −31% |
| 159 | EIMEATON VANCE MUN BD FD | 14,842 | $145,002 | 0.0% | HOLD |
| 160 | NEOVNEOVOLTA INC | 10,100 | $31,108 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BUFDFIRST TR EXCHNG TRADED FD VI | 1.8M | 1.8M | 1.8M | 1.8M | 1.9M | 1.8M | $51M |
| AVIGAMERICAN CENTY ETF TR | 353K | 459K | 477K | 496K | 532K | 553K | $23M |
| FTCBFIRST TR EXCHANGE-TRADED FD | 92K | 160K | 362K | 548K | 538K | 1.1M | $23M |
| BUFQFIRST TR EXCHNG TRADED FD VI | 460K | 422K | 441K | 470K | 490K | 517K | $18M |
| BUFGFIRST TR EXCHNG TRADED FD VI | 584K | 542K | 567K | 606K | 637K | 671K | $18M |
| BUFTFIRST TR EXCHNG TRADED FD VI | 628K | 636K | 631K | 658K | 668K | 660K | $16M |
| BUFRFIRST TR EXCHNG TRADED FD VI | 481K | 480K | 478K | 493K | 495K | 481K | $16M |
| IVVISHARES TR | 14K | 44K | 29K | 30K | 30K | 19K | $13M |
| LMBSFIRST TR EXCHANGE-TRADED FD | 23K | 36K | 83K | 127K | 132K | 251K | $13M |
| CGMSCAPITAL GRP FIXED INCM ETF T | 37K | 59K | 146K | 224K | 227K | 454K | $12M |
| SPYGSPDR SERIES TRUST STATE STREET SPD | 250K | 127K | 154K | 150K | 137K | 113K | $11M |
| BUFSFIRST TR EXCHNG TRADED FD VI | — | 319K | 338K | 364K | 387K | 408K | $9M |
| AAPLAPPLE INC | 29K | 30K | 30K | 33K | 34K | 35K | $9M |
| LGOVFIRST TR EXCHANGE-TRADED FD | 52K | 59K | 123K | 188K | 189K | 394K | $9M |
| SPYVSPDR SERIES TRUST | 104K | 111K | 130K | 136K | 146K | 143K | $8M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
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