Ownership history in Bellwether Advisors, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in CINTAS CORP (CTAS). 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.
π Bellwether Advisors, LLC underperformed the S&P 500 by β0.5% annually on this CTAS position. Timing score: 14% (1/7 decisions correct). Average cost basis: $215.81. Maximum drawdown during holding period: β11.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $168.99 (2024 Q1) Β· Worst: $221.38 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 5 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Bellwether Advisors, LLC has been actively increasing its CTAS allocation β a bullish signal from insiders.
Currently 0.73% of portfolio
β 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.
As of 2025 Q4 β sorted by position size