TMSL β€” T. ROWE PRICE SMALL-MID CAP ETF

Ownership history in Asio Capital, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Asio Capital, LLC reported a position in T. ROWE PRICE SMALL-MID CAP ETF (TMSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.36% (2025 Q4)
πŸ“Š Avg. % of fund
1.7%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Asio Capital, LLC Γ— TMSL AI Analytics

πŸ“‰ Asio Capital, LLC underperformed the S&P 500 by –5.3% annually on this TMSL position. Timing score: 75% (3/4 decisions correct). Average cost basis: $32.38. Maximum drawdown during holding period: –5.5%.

πŸ“ˆ Position Alpha vs SPY
-5.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.3% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$32.38
+10.9% vs current ($35.90)

Best entry: $30.31 (2025 Q1)  Β·  Worst: $35.90 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–5.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Asio Capital, LLC has been actively increasing its TMSL allocation β€” a bullish signal from insiders.
Currently 2.36% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TMSL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 466,939 +45,045 +10.7% 2.36% $16.8M $35.90
2025 Q3 ADDED 421,894 +44,773 +11.9% 2.22% $14.8M $34.98
2025 Q2 ADDED 377,121 +152,230 +67.7% 2.06% $12.4M $32.62
2025 Q1 ADDED 224,891 +138,188 +159.4% 1.32% $6.9M $30.31
2024 Q4 INITIATED 86,703 β€” β€” 0.53% $2.8M $32.07
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