Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
AF Advisors, Inc. | 100.0% | 99.5% | 98.9% | 98.5% | 97.7% | $436,232 | 16 |
BROADMARK ASSET MANAGEMENT LLC | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | $425,574 | 1 |
APPLETON GROUP, LLC | 93.8% | 82.2% | 71.6% | 64.8% | 54.4% | $419,579 | 27 |
Lanham O'Dell & Company, Inc. | 100.0% | 98.5% | 96.5% | 94.7% | 78.3% | $417,358 | 17 |
FIDUCIARY COUNSELLING INC | 100.0% | 100.0% | 94.1% | 71.7% | 25.4% | $414,378 | 9 |
New Legacy Group, LLC | 94.6% | 79.6% | 63.8% | 50.9% | 21.5% | $410,200 | 28 |
IFS Advisors, LLC | 97.8% | 95.4% | 89.2% | 70.4% | 42.7% | $407,801 | 149 |
Alcosta Capital Management, Inc. | 78.8% | 47.7% | 26.5% | 16.5% | 5.7% | $406,191 | 31 |
Clientfirst Wealth Management, LLC | 96.6% | 88.3% | 78.8% | 72.3% | 58.6% | $405,877 | 32 |
Prossimo Advisors, LLC | 66.3% | 49.1% | 35.5% | 26.3% | 9.6% | $401,351 | 56 |
Meritech Capital Associates VI L.L.C. | 100.0% | 100.0% | 100.0% | 100.0% | 93.0% | $400,749 | 2 |
Rosenbaum Jay D. | 57.5% | 38.8% | 27.0% | 20.3% | 8.1% | $400,692 | 62 |
FORT, L.P. | 24.7% | 15.7% | 10.5% | 7.5% | 2.8% | $395,443 | 129 |
Sandbar Asset Management LLP | 76.2% | 47.3% | 26.2% | 16.3% | 6.0% | $393,938 | 41 |
Myriad Asset Management US LP | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | $391,265 | 1 |
26North Partners LP | 100.0% | 100.0% | 100.0% | 100.0% | 89.1% | $391,010 | 3 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 70.5% | 47.7% | 29.9% | 21.5% | 8.1% | $390,769 | 45 |
Scott Investment Partners LLP | 58.8% | 34.9% | 20.9% | 13.8% | 4.9% | $390,300 | 43 |
CONTINENTAL INVESTORS SERVICES, INC. | 77.2% | 57.2% | 36.3% | 22.9% | 8.3% | $389,841 | 44 |
Karani Asset Management LLC | 83.5% | 50.3% | 29.5% | 19.4% | 6.6% | $386,266 | 35 |
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.