CTAS β€” CINTAS CORP

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.

πŸ” Peak position
1.32% (2025 Q2)
πŸ“Š Avg. % of fund
0.59%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

Bellwether Advisors, LLC Γ— CTAS AI Analytics

πŸ“‰ Bellwether Advisors, LLC underperformed the S&P 500 by –0.5% annually on this CTAS position. Timing score: 14% (1/7 decisions correct). Average cost basis: $215.81. Maximum drawdown during holding period: –11.1%.

πŸ“ˆ Position Alpha vs SPY
-0.5%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
7 quarters analyzed

⏱️ Timing Score
14%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct

πŸ’° Entry Quality
$215.81
-5.3% vs current ($204.30)

Best entry: $168.99 (2024 Q1)  Β·  Worst: $221.38 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–11.1%
max drawdown while held

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

πŸ’ͺ Fund Conviction
44%
buy-side decisions

4 adds Β· 5 trims. Bought during 0 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

πŸ“ˆ Bellwether Advisors, LLC has been actively increasing its CTAS allocation β€” a bullish signal from insiders.
Currently 0.73% 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)    CTAS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21,489 -13,280 -38.2% 0.73% $4.4M $204.30
2025 Q2 ADDED 34,769 +27,845 +402.2% 1.32% $7.7M $221.38
2025 Q1 REDUCED 6,924 -2,884 -29.4% 0.30% $1.4M $203.78
2024 Q4 REDUCED 9,808 -1,625 -14.2% 0.32% $1.8M $180.80
2024 Q3 ADDED 11,433 +8,720 +321.4% 0.45% $2.4M $203.37
2024 Q2 REDUCED 2,713 -2,076 -43.3% 0.40% $1.9M $172.58
2024 Q1 ADDED 4,789 +996 +26.3% 0.72% $3.3M $168.99
2023 Q4 REDUCED 3,793 -52 -1.4% 0.56% $2.3M $147.91
2023 Q3 INITIATED 3,845 β€” β€” 0.50% $1.8M β€”
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