Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Everhart Financial Group, Inc.50.7%37.6%25.9%18.7%10.6%$2,574,905213
Lokken Investment Group LLC57.8%40.6%25.9%18.5%7.4%$2,781,726135
RWC Asset Management LLP59.6%40.0%25.9%18.2%7.4%$328,559,033131
Petiole USA ltd72.0%45.6%25.9%17.1%7.5%$5,853,52139
MONTAG & CALDWELL, LLC74.3%43.7%25.9%17.4%6.6%$5,136,89287
NS Partners Ltd56.2%38.0%25.9%19.0%8.9%$25,633,82875
MITCHELL SINKLER & STARR/PA64.0%41.8%25.9%17.6%7.1%$2,843,821105
SMITH CHAS P & ASSOCIATES PA CPAS71.9%44.9%26.0%17.1%6.9%$17,452,322122
Verum Partners LLC58.7%41.0%26.0%18.5%8.1%$3,341,082132
TSFG, LLC56.3%40.0%26.0%19.2%7.1%$3,125,8191,043
Clearline Capital LP58.1%40.1%26.0%20.0%13.2%$69,331,475125
Robinson Value Management, Ltd.65.3%42.0%26.0%19.0%8.7%$2,716,19075
Kraft, Davis & Associates, LLC69.3%43.9%26.0%17.3%6.9%$4,226,429107
Scott & Selber, Inc.53.2%36.9%26.0%18.7%8.2%$2,223,265100
AIRE ADVISORS, LLC64.4%42.6%26.0%16.9%6.1%$7,746,472140
Eagle Strategies LLC55.4%39.0%26.0%19.2%8.5%$6,686,418176
Mount Lucas Management LP45.9%34.3%26.0%21.0%8.2%$6,402,330129
Highview Capital Management LLC/DE/58.6%41.3%26.0%17.1%6.9%$1,311,576103
AFT, FORSYTH & COMPANY, INC.52.3%38.1%26.0%20.1%10.6%$1,043,097127
Douglass Winthrop Advisors, LLC65.6%41.5%26.0%18.3%7.8%$30,864,761236
Statistics for filers

This page shows you the Q3 2023 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.