PUREfi Wealth, LLC

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CIK 2001520

13F portfolio (2026-Q1)

$153M

Positions

188

Implied 1Y CAGR

modeled · as filed

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.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

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.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

188

Top 5

20.8%

Top 10

31.5%

Effective N

63.6

HHI

0.016

This quarter

41 new · 0 exit →

By sector

Unclassified39.9%

Information Technology16.3%

Consumer Discretionary11.8%

Health Care9.5%

Financials5.9%

Industrials3.9%

Communication Services3.8%

Utilities3.1%

Other5.8%

By market cap

Unknown43.1%

Mega (>$200B)35.9%

Large ($10–200B)20.7%

Small ($300M–2B)0.3%

Mid ($2–10B)0.1%

By region

North America57.3%

Other39.9%

Asia-Pacific1.6%

Europe1.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	40.10%	86
Specialty Retail	9.39%	6
Semiconductors & Semiconductor Equipment	7.35%	7
Health Care Equipment & Supplies	4.83%	2
Pharmaceuticals & Biotechnology	4.69%	8
Technology Hardware & Equipment	4.12%	4
Software	4.06%	5
Software & IT Services	3.59%	4
Utilities	3.06%	9
Oil, Gas & Consumable Fuels	2.25%	3
Banks	2.11%	5
Insurance	1.68%	5
Machinery	1.53%	3
Aerospace & Defense	1.52%	6
Capital Markets	1.29%	6
Chemicals	1.19%	4
Commercial Services & Supplies	1.19%	3
Hotels, Restaurants & Leisure	1.19%	4
Media & Entertainment	0.71%	2
Distributors	0.55%	2
Beverages	0.49%	2
Equity Real Estate Investment Trusts (REITs)	0.48%	2
Construction Materials	0.46%	2
Metals & Mining	0.38%	2
Automobiles & Components	0.33%	1
Electrical Equipment & Components	0.32%	1
Food Products	0.31%	1
Road & Rail	0.30%	1
Textiles, Apparel & Luxury Goods	0.30%	1
Tobacco	0.24%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	WMT	Walmart Inc.	Consumer Discretionary	5.48%
2	SYK	STRYKER CORP	Health Care	4.59%
3	IVV	ISHARES TR	Unclassified	4.18%
4	AAPL	Apple Inc.	Information Technology	3.28%
5	MSFT	MICROSOFT CORP	Information Technology	3.25%
6	AVGO	Broadcom Inc.	Information Technology	2.50%
7	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.41%
8	AMZN	AMAZON COM INC	Consumer Discretionary	2.19%
9	NVDA	NVIDIA CORP	Information Technology	2.04%
10	BINC	BLACKROCK ETF TRUST II	Unclassified	1.59%

103/188 names classified · sector 60.1% of weight · industry 59.9% · mkt cap 56.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyMSFT, AAPL, AVGO, NVDA, TSM · other

Health CareSYK, JNJ, LLY, ABBV, ABT · other

Consumer DiscretionaryWMT, AMZN, HD, MCD, CTAS · other

FinancialsJPM, V, MRSH, TRV, AON · other

IndustrialsETN, ACN, HON, ASML, UPS · other

Communication ServicesGOOG, GOOGL, META, NFLX, CMCSA · other

UtilitiesNEE, WMB, SRE, PPL, TRGP · other

MaterialsPG, GLW, LIN, NKE, CRH · other

EnergyXOM, CVX, VLO, RRC, PSX

Consumer StaplesMDLZ, PEP, KO, HSY, HRL · other

Real EstateVICI, AVB, WELL, PLD

UnclassifiedCGSM, IVV, SPY, DYNF, EQL · other

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: 60.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (92 classified)PUREfi Wealth, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryHealth CareFinancialsCommunication ServicesIndustrialsUtilitiesEnergyMaterialsConsumer StaplesReal Estate

Style box summary for PUREfi Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 32.4%, Large Core 11.4%, Large Value 7.3%.

Classified: 56.3% of book weight (92/188 names) · unclassified 43.7%: IVV, SPY, BINC, DYNF, TSM, AGG, FBCG, CGSM, IEMG, VYM +86 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 188 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	WMTWALMART INC	67,325	$8M	5.5%	ADD 24%
2	SYKSTRYKER CORPORATION	21,346	$7M	4.6%	HOLD
3	IVVISHARES TR	9,776	$6M	4.2%	ADD 59%
4	AAPLAPPLE INC	19,716	$5M	3.3%	ADD 22%
5	MSFTMICROSOFT CORP	13,408	$5M	3.3%	ADD 30%
6	AVGOBROADCOM INC	12,334	$4M	2.5%	ADD 12%
7	SPYSTATE STR SPDR S&P 500 ETF T	5,667	$4M	2.4%	ADD 28%
8	AMZNAMAZON COM INC	16,054	$3M	2.2%	ADD 25%
9	NVDANVIDIA CORPORATION	17,836	$3M	2.0%	ADD 32%
10	BINCBLACKROCK ETF TRUST II	46,690	$2M	1.6%	ADD 315%
11	DYNFBLACKROCK ETF TRUST	41,643	$2M	1.6%	ADD 23%
12	TSMTAIWAN SEMICONDUCTOR MFG LTD	7,046	$2M	1.6%	ADD 12%
13	XOMEXXON MOBIL CORP	14,030	$2M	1.6%	ADD 3%
14	JNJJOHNSON & JOHNSON	9,590	$2M	1.5%	HOLD
15	GOOGALPHABET INC	7,005	$2M	1.3%	ADD 13%
16	LLYELI LILLY & CO	2,091	$2M	1.3%	TRIM −5%
17	AGGISHARES TR	18,991	$2M	1.2%	ADD 49%
18	FBCGFIDELITY COVINGTON TRUST	36,775	$2M	1.2%	ADD 16%
19	CGSMCAPITAL GRP FIXED INCM ETF T	68,160	$2M	1.2%	TRIM −31%
20	GOOGLALPHABET INC	6,022	$2M	1.1%	ADD 32%
21	JPMJPMORGAN CHASE & CO	5,809	$2M	1.1%	ADD 3%
22	IEMGISHARES INC	22,717	$2M	1.0%	TRIM −10%
23	VYMVANGUARD WHITEHALL FDS	10,007	$1M	1.0%	HOLD
24	JAVAJ P MORGAN EXCHANGE TRADED F	20,227	$1M	1.0%	ADD 59%
25	HDHOME DEPOT INC	4,188	$1M	0.9%	ADD 5%
26	IEFAISHARES TR	14,980	$1M	0.9%	ADD 66%
27	MUBISHARES TR	12,331	$1M	0.9%	ADD 11%
28	BAIBLACKROCK ETF TRUST	37,924	$1M	0.8%	ADD 81%
29	EFVISHARES TR	16,561	$1M	0.8%	ADD 41%
30	NEENEXTERA ENERGY INC	12,594	$1M	0.8%	HOLD
31	ABBVABBVIE INC	5,071	$1M	0.7%	TRIM −16%
32	PWRDTCW ETF TRUST	11,157	$1M	0.7%	ADD 31%
33	IWMISHARES TR	4,233	$1M	0.7%	TRIM −7%
34	ETNEATON CORP PLC	2,894	$1M	0.7%	HOLD
35	METAMETA PLATFORMS INC	1,762	$1M	0.7%	ADD 49%
36	VVISA INC	3,272	$988,929	0.6%	ADD 15%
37	FTECFIDELITY COVINGTON TRUST	4,515	$939,346	0.6%	HOLD
38	ASMLASML HOLDING N V	710	$937,789	0.6%	ADD 30%
39	XLKSELECT SECTOR SPDR TR	6,720	$893,088	0.6%	HOLD
40	ABFLABACUS FCF ETF TR	12,547	$892,593	0.6%	TRIM −32%
41	UNHUNITEDHEALTH GROUP INC	3,269	$884,454	0.6%	ADD 76%
42	TRVTRAVELERS COMPANIES INC	2,901	$846,164	0.6%	HOLD
43	WMBWILLIAMS COS INC	11,581	$842,865	0.6%	HOLD
44	EQLALPS ETF TR	17,692	$841,412	0.6%	HOLD
45	MUNIPIMCO Intermediate Muni Bd Actv - ETF	16,074	$838,879	0.5%	NEW
46	ADIANALOG DEVICES INC	2,462	$783,261	0.5%	ADD 84%
47	MCDMCDONALDS CORP	2,503	$777,907	0.5%	TRIM −23%
48	IWFISHARES TR	1,771	$755,154	0.5%	TRIM −11%
49	NFLXNETFLIX INC	7,835	$753,335	0.5%	ADD 223%
50	COSTCOSTCO WHSL CORP NEW	755	$752,502	0.5%	ADD 95%
51	QQQINVESCO QQQ TR	1,282	$739,679	0.5%	ADD 167%
52	CVXCHEVRON CORP NEW	3,533	$730,978	0.5%	ADD 3%
53	ADPAUTOMATIC DATA PROCESSING IN	3,574	$726,165	0.5%	HOLD
54	LINLINDE PLC	1,454	$720,835	0.5%	ADD 18%
55	VXFVANGUARD INDEX FDS	3,359	$691,345	0.5%	HOLD
56	CSCOCISCO SYS INC	8,498	$659,360	0.4%	ADD 14%
57	PGPROCTER AND GAMBLE CO	4,472	$645,936	0.4%	TRIM −33%
58	PFFISHARES TR	21,283	$645,287	0.4%	NEW
59	IVEISHARES TR	3,043	$642,529	0.4%	TRIM −14%
60	IVWISHARES TR	5,646	$638,619	0.4%	ADD 2%
61	FALNISHARES TR	23,865	$637,675	0.4%	ADD 153%
62	PNCPNC FINL SVCS GROUP INC	3,027	$629,888	0.4%	ADD 31%
63	TRGPTARGA RES CORP	2,487	$623,566	0.4%	ADD 47%
64	GDGENERAL DYNAMICS CORP	1,798	$617,110	0.4%	ADD 26%
65	IYWISHARES TR	3,308	$600,106	0.4%	TRIM −17%
66	VCRVANGUARD WORLD FD	1,637	$587,732	0.4%	HOLD
67	VWOVANGUARD INTL EQUITY INDEX F	10,419	$563,147	0.4%	TRIM −9%
68	AMDADVANCED MICRO DEVICES INC	2,745	$558,415	0.4%	ADD 33%
69	PEPPEPSICO INC	3,522	$546,931	0.4%	ADD 9%
70	VVVANGUARD INDEX FDS	1,807	$540,022	0.4%	TRIM −6%
71	BLKBLACKROCK INC	555	$533,819	0.3%	ADD 24%
72	EMOPAB EMERGING MARKETS OPPORTUNITIES ETF	11,924	$522,510	0.3%	NEW
73	VRTXVERTEX PHARMACEUTICALS INC	1,153	$514,861	0.3%	ADD 41%
74	IUSBISHARES TR	11,110	$513,171	0.3%	ADD 64%
75	TSLATESLA INC	1,373	$510,413	0.3%	ADD 39%
76	TLHISHARES TR	4,862	$489,701	0.3%	ADD 25%
77	GEVGE VERNOVA INC	559	$487,951	0.3%	ADD 9%
78	CRHCRH PLC	4,551	$478,401	0.3%	ADD 10%
79	ORCLORACLE CORP	3,243	$477,098	0.3%	TRIM −29%
80	MDLZMONDELEZ INTL INC	8,215	$473,513	0.3%	TRIM −32%
81	FIDUFIDELITY COVINGTON TRUST	5,395	$466,775	0.3%	HOLD
82	VEAVANGUARD TAX-MANAGED FDS	7,212	$462,145	0.3%	ADD 62%
83	UNPUNION PAC CORP	1,902	$461,463	0.3%	TRIM −13%
84	DRIDARDEN RESTAURANTS INC	2,334	$457,557	0.3%	NEW
85	CTASCINTAS CORP	2,700	$456,678	0.3%	HOLD
86	ACNACCENTURE PLC IRELAND	2,274	$450,946	0.3%	TRIM −17%
87	QUALISHARES TR	2,329	$446,708	0.3%	TRIM −4%
88	TELTE CONNECTIVITY PLC	2,133	$445,840	0.3%	ADD 13%
89	IXUSISHARES TR	5,143	$445,590	0.3%	HOLD
90	LMUBISHARES TR	8,865	$442,629	0.3%	NEW
91	SRESEMPRA	4,494	$436,682	0.3%	HOLD
92	PPLPPL CORP	11,420	$436,244	0.3%	HOLD
93	VGTVANGUARD WORLD FD	621	$433,606	0.3%	HOLD
94	XLUSELECT SECTOR SPDR TR	9,400	$431,366	0.3%	ADD 47%
95	ITOTISHARES TR	2,951	$420,311	0.3%	NEW
96	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	14,400	$419,472	0.3%	HOLD
97	RTXRTX CORPORATION	2,171	$418,786	0.3%	ADD 28%
98	NVSNOVARTIS AG	2,715	$414,716	0.3%	NEW
99	VICIVICI PPTYS INC	15,140	$413,625	0.3%	HOLD
100	IWDISHARES TR	1,914	$408,964	0.3%	TRIM −14%
101	EFGISHARES TR	3,656	$407,144	0.3%	NEW
102	CMECME GROUP INC	1,378	$406,992	0.3%	ADD 2%
103	HIGHARTFORD INSURANCE GROUP INC	2,991	$404,473	0.3%	HOLD
104	HONHONEYWELL INTL INC	1,778	$401,799	0.3%	ADD 3%
105	IYGISHARES TR	4,798	$397,466	0.3%	NEW
106	FHLCFIDELITY COVINGTON TRUST	5,599	$393,946	0.3%	HOLD
107	GWWWW GRAINGER INC	358	$390,510	0.3%	ADD 12%
108	USHYISHARES TR	10,460	$385,345	0.3%	NEW
109	SMIGETF SER SOLUTIONS	13,000	$381,550	0.2%	HOLD
110	PANWPALO ALTO NETWORKS INC	2,377	$381,093	0.2%	ADD 103%
111	WECWEC ENERGY GROUP INC	3,223	$373,127	0.2%	HOLD
112	SPYVSPDR SERIES TRUST	6,584	$372,523	0.2%	TRIM −10%
113	UBERUBER TECHNOLOGIES INC	5,166	$371,590	0.2%	ADD 102%
114	PMPHILIP MORRIS INTL INC	2,235	$369,535	0.2%	NEW
115	FASTFASTENAL CO	7,879	$365,586	0.2%	NEW
116	BGIGETF SER SOLUTIONS	10,855	$361,037	0.2%	NEW
117	MRVLMARVELL TECHNOLOGY INC	3,645	$361,037	0.2%	NEW
118	ITWILLINOIS TOOL WKS INC	1,374	$357,638	0.2%	ADD 4%
119	PFEPFIZER INC	12,714	$357,009	0.2%	NEW
120	GLWCORNING INC	2,613	$355,290	0.2%	TRIM −24%
121	ISRGINTUITIVE SURGICAL INC	770	$354,962	0.2%	ADD 44%
122	EMXCISHARES INC	4,400	$346,104	0.2%	NEW
123	GRMNGARMIN LTD	1,479	$343,143	0.2%	NEW
124	APOAPOLLO GLOBAL MGMT INC	3,078	$342,951	0.2%	ADD 71%
125	LMTLOCKHEED MARTIN CORP	557	$336,645	0.2%	TRIM −50%
126	UBSUBS GROUP AG	8,364	$326,781	0.2%	ADD 21%
127	AVBAVALONBAY CMNTYS INC	1,998	$326,373	0.2%	HOLD
128	SPOTSPOTIFY TECHNOLOGY S A	670	$324,890	0.2%	ADD 38%
129	VLOVALERO ENERGY CORP	1,282	$316,757	0.2%	HOLD
130	SCHVSCHWAB STRATEGIC TR	10,353	$315,767	0.2%	NEW
131	VBKVANGUARD INDEX FDS	1,040	$314,294	0.2%	HOLD
132	IYKISHARES TR	4,481	$313,804	0.2%	NEW
133	GBTCGRAYSCALE BITCOIN TRUST ETF	5,944	$313,605	0.2%	ADD 95%
134	ABLDABACUS FCF ETF TR	10,030	$313,238	0.2%	NEW
135	THROBLACKROCK ETF TRUST	8,393	$303,994	0.2%	ADD 4%
136	JIREJ P MORGAN EXCHANGE TRADED F	4,009	$303,606	0.2%	TRIM −11%
137	BRK.BBERKSHIRE HATHAWAY INC DEL	629	$301,417	0.2%	NEW
138	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	7,030	$298,740	0.2%	TRIM −11%
139	GOVTISHARES TR	13,012	$298,105	0.2%	NEW
140	MARMARRIOTT INTL INC NEW	911	$297,961	0.2%	NEW
141	SCHBSCHWAB STRATEGIC TR	11,757	$295,101	0.2%	HOLD
142	IBITISHARES BITCOIN TRUST ETF	7,593	$291,739	0.2%	ADD 73%
143	CEGCONSTELLATION ENERGY CORP	1,034	$288,745	0.2%	ADD 66%
144	FCOMFIDELITY COVINGTON TRUST	4,233	$288,352	0.2%	HOLD
145	TWTRADEWEB MKTS INC	2,446	$287,758	0.2%	NEW
146	FETHFIDELITY ETHEREUM FD	13,700	$286,056	0.2%	HOLD
147	FBNDFIDELITY TOTAL BOND ETF	6,192	$282,479	0.2%	ADD 4%
148	IBKRINTERACTIVE BROKERS GROUP IN	4,188	$280,889	0.2%	TRIM −8%
149	PLTRPALANTIR TECHNOLOGIES INC	1,901	$278,078	0.2%	ADD 45%
150	IHGINTERCONTINENTAL HOTELS GROU	2,074	$276,796	0.2%	ADD 21%
151	SCHDSCHWAB STRATEGIC TR	9,000	$276,120	0.2%	HOLD
152	BNYBANK NEW YORK MELLON CORP	2,321	$275,340	0.2%	TRIM −2%
153	KMIKINDER MORGAN INC DEL	7,988	$267,838	0.2%	HOLD
154	OEFISHARES TR	840	$267,179	0.2%	TRIM −56%
155	QUSSPDR SERIES TRUST	1,540	$264,326	0.2%	TRIM −19%
156	EMGFISHARES INC	4,347	$262,689	0.2%	NEW
157	IAUISHARES GOLD TR	2,959	$260,865	0.2%	TRIM −67%
158	ABTABBOTT LABS	2,500	$256,628	0.2%	TRIM −9%
159	AZNASTRAZENECA PLC	1,278	$252,047	0.2%	NEW
160	INTUINTUIT	582	$251,802	0.2%	ADD 54%
161	IBMINTERNATIONAL BUSINESS MACHS	1,034	$250,631	0.2%	ADD 3%
162	VOOVANGUARD INDEX FDS	407	$243,203	0.2%	HOLD
163	NKENIKE INC	4,570	$241,363	0.2%	ADD 44%
164	FDVVFIDELITY COVINGTON TRUST	4,287	$236,816	0.2%	NEW
165	BLCRBLACKROCK ETF TRUST	5,656	$232,235	0.2%	NEW
166	SHOPSHOPIFY INC	1,944	$230,597	0.2%	TRIM −8%
167	MRSHMARSH & MCLENNAN COS INC	1,325	$229,821	0.2%	TRIM −61%
168	OKEONEOK INC NEW	2,495	$225,523	0.1%	NEW
169	FNVFRANCO NEV CORP	908	$224,321	0.1%	NEW
170	ACWXISHARES TR	3,245	$222,208	0.1%	NEW
171	VSSVANGUARD INTL EQUITY INDEX F	1,505	$219,414	0.1%	HOLD
172	MLMMARTIN MARIETTA MATLS INC	371	$218,632	0.1%	NEW
173	VONGVANGUARD SCOTTSDALE FDS	1,986	$217,844	0.1%	HOLD
174	REMXVANECK ETF TRUST	2,436	$214,368	0.1%	NEW
175	HYGISHARES TR	2,665	$212,027	0.1%	NEW
176	CPAINORTHERN LTS FD TR III	5,000	$208,950	0.1%	NEW
177	VBRVANGUARD INDEX FDS	959	$208,290	0.1%	HOLD
178	EZUISHARES INC MSCI EURZONE ETF	3,304	$206,963	0.1%	HOLD
179	ECLECOLAB INC	773	$205,633	0.1%	NEW
180	LHXL3HARRIS TECHNOLOGIES INC	595	$205,364	0.1%	NEW
181	KOCOCA COLA CO	2,694	$204,879	0.1%	NEW
182	WRBBERKLEY W R CORP	3,082	$204,275	0.1%	TRIM −9%
183	VBVANGUARD INDEX FDS	775	$202,988	0.1%	NEW
184	TXNTEXAS INSTRS INC	1,038	$201,517	0.1%	TRIM −13%
185	SPYGSPDR SERIES TRUST STATE STREET SPD	2,058	$201,499	0.1%	TRIM −12%
186	ETHEGRAYSCALE ETHEREUM STAKING E	10,671	$182,154	0.1%	NEW
187	BBBYBED BATH & BEYOND INC	27,000	$125,280	0.1%	ADD 29%
188	OWLBLUE OWL CAPITAL INC	12,500	$114,125	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WMTWALMART INC

26K

27K

26K

33K

54K

67K

$8M

SYKSTRYKER CORPORATION

22K

21K

$7M

IVVISHARES TR

10K

$6M

AAPLAPPLE INC

14K

15K

16K

15K

16K

20K

$5M

MSFTMICROSOFT CORP

10K

11K

10K

13K

$5M

AVGOBROADCOM INC

11K

12K

13K

11K

12K

$4M

SPYSTATE STR SPDR S&P 500 ETF T

$4M

AMZNAMAZON COM INC

15K

14K

15K

13K

16K

$3M

NVDANVIDIA CORPORATION

12K

14K

13K

18K

$3M

BINCBLACKROCK ETF TRUST II

11K

47K

$2M

DYNFBLACKROCK ETF TRUST

18K

20K

32K

35K

34K

42K

$2M

TSMTAIWAN SEMICONDUCTOR MFG LTD

$2M

XOMEXXON MOBIL CORP

10K

11K

14K

$2M

JNJJOHNSON & JOHNSON

10K

$2M

GOOGALPHABET INC

$2M

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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