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Fund Overview
About
Investment Strategy
Activity Summary — 2025 Q4
Q4 2025 13F Filed:
Feb 27, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| SPLG STATE STREET.. | +0.54% |
| QQQM INVESCO NASDAQ.. | +0.35% |
| DIVB ISHARES CORE.. | +0.34% |
| JEPQ JPMORGAN.. | +0.31% |
| SPYG STATE STREET.. | +0.25% |
| FDL FIRST TRUST.. | +0.23% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| GLDM SPDR GOLD.. | -0.25% |
| PEY INVESCO HIGH.. Sold All 😨 Was: 0.09% | -0.09% |
| XOM EXXON MOBIL.. | -0.08% |
| IBIT ISHARES BITCOIN.. | -0.08% |
| JPST JPMORGAN.. | -0.07% |
| QYLG GLOBAL X.. | -0.06% |
Activity Summary
Market Value
$232M
AUM Change
+2.64%
New Positions
5
Increased Positions
109
Closed Positions
34
Top 10 Concentration
+72.94%
Portfolio Turnover
+1.10%
Alt Turnover
+2.39%
Sector Allocation Trends
Free View: Last 6 Quarters. Subscribe to see full
history
Holdings Analysis
Size: % of Portfolio
Color: Qtr Return
No data
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Quarterly 13F AUM (in billions) — Full History
* Data may contain inaccuracies due to the complex nature of determining total Assets Under
Management (AUM).
Guru Intelligence Hub
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Best Strategy vs. Benchmarks
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Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.