Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Everhart Financial Group, Inc. | 50.7% | 37.6% | 25.9% | 18.7% | 10.6% | $2,574,905 | 213 |
Lokken Investment Group LLC | 57.8% | 40.6% | 25.9% | 18.5% | 7.4% | $2,781,726 | 135 |
RWC Asset Management LLP | 59.6% | 40.0% | 25.9% | 18.2% | 7.4% | $328,559,033 | 131 |
Petiole USA ltd | 72.0% | 45.6% | 25.9% | 17.1% | 7.5% | $5,853,521 | 39 |
MONTAG & CALDWELL, LLC | 74.3% | 43.7% | 25.9% | 17.4% | 6.6% | $5,136,892 | 87 |
NS Partners Ltd | 56.2% | 38.0% | 25.9% | 19.0% | 8.9% | $25,633,828 | 75 |
MITCHELL SINKLER & STARR/PA | 64.0% | 41.8% | 25.9% | 17.6% | 7.1% | $2,843,821 | 105 |
SMITH CHAS P & ASSOCIATES PA CPAS | 71.9% | 44.9% | 26.0% | 17.1% | 6.9% | $17,452,322 | 122 |
Verum Partners LLC | 58.7% | 41.0% | 26.0% | 18.5% | 8.1% | $3,341,082 | 132 |
TSFG, LLC | 56.3% | 40.0% | 26.0% | 19.2% | 7.1% | $3,125,819 | 1,043 |
Clearline Capital LP | 58.1% | 40.1% | 26.0% | 20.0% | 13.2% | $69,331,475 | 125 |
Robinson Value Management, Ltd. | 65.3% | 42.0% | 26.0% | 19.0% | 8.7% | $2,716,190 | 75 |
Kraft, Davis & Associates, LLC | 69.3% | 43.9% | 26.0% | 17.3% | 6.9% | $4,226,429 | 107 |
Scott & Selber, Inc. | 53.2% | 36.9% | 26.0% | 18.7% | 8.2% | $2,223,265 | 100 |
AIRE ADVISORS, LLC | 64.4% | 42.6% | 26.0% | 16.9% | 6.1% | $7,746,472 | 140 |
Eagle Strategies LLC | 55.4% | 39.0% | 26.0% | 19.2% | 8.5% | $6,686,418 | 176 |
Mount Lucas Management LP | 45.9% | 34.3% | 26.0% | 21.0% | 8.2% | $6,402,330 | 129 |
Highview Capital Management LLC/DE/ | 58.6% | 41.3% | 26.0% | 17.1% | 6.9% | $1,311,576 | 103 |
AFT, FORSYTH & COMPANY, INC. | 52.3% | 38.1% | 26.0% | 20.1% | 10.6% | $1,043,097 | 127 |
Douglass Winthrop Advisors, LLC | 65.6% | 41.5% | 26.0% | 18.3% | 7.8% | $30,864,761 | 236 |
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.