FINANCIAL CONSULATE, INC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, FINANCIAL CONSULATE, INC maintained a portfolio of 1462 distinct positions. The most significant new addition to the portfolio was SCHWAB STRATEGIC TR, which now represents 2.18% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 1.3%. Conversely, FINANCIAL CONSULATE, INC completely exited their position in SCHWAB STRATEGIC TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
1462
Quarter
2025 Q4
Top Holding
SCHX (19.1%)
Top 10 Concentration
66.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1462
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 19.14% 19.09% #1
Prev: #1
9.7 68,869 1.3%
P
S
5,201,944 $139,984,314 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 10.34% 10.54% #2
Prev: #2
6.1 11,886 0.6%
P
S
1,988,141 $75,609,019 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MFDX
PIMCO EQUITY SE...
ETF 8.77% 8.53% #3
Prev: #3
5.5 43,969 2.7%
P
S
1,669,238 $64,141,817 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 5.99% 5.96% #4
Prev: #4
4.4 9,562 0.5%
P
S
1,823,619 $43,839,803 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIHP
DIMENSIONAL ETF...
Bond/Debt 5.17% 5.06% #5
Prev: #5
4.1 15,526 1.3%
P
S
1,195,150 $37,844,433 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL ETF...
ETF 4.04% 4.03% #6 1
Prev: #7
3.6 7,576 1.8%
P
S
424,499 $29,574,819 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 3.77% 3.53% #7 1
Prev: #8
3.5 64,482 13.1%
P
S
557,604 $27,579,115 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDB
SCHWAB STRATEGI...
Bond/Debt 3.70% 4.45% #8 2
Prev: #6
1.5 -204,030 -16.7%
P
S
1,019,275 $27,082,128 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 2.98% 3.04% #9
Prev: #9
3.2 6,831 0.9%
P
S
794,902 $21,804,152 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLQM
FRANKLIN TEMPLE...
ETF 2.92% 2.90% #10
Prev: #10
3.2 16,033 4.4%
P
S
380,180 $21,388,912 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.90% 2.83% #11
Prev: #11
1.2 -526 -0.7%
P
S
78,098 $21,231,725 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TCAF
T ROWE PRICE ET...
ETF 2.31% 2.43% #12
Prev: #12
0.9 -14,566 -3.2%
P
S
441,925 $16,890,374 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB STRATEGI...
Bond/Debt 2.18% #13
Prev: #—
2.9 441,510 no change
NEW
441,510 $15,920,851 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MKC
MCCORMICK & CO ...
Consumer Defensive 1.71% 1.74% #14
Prev: #14
0.7 -290 -0.2%
P
S
183,409 $12,491,984 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PULS
PGIM ETF TR
ETF 1.56% 1.76% #15 2
Prev: #13
0.6 -20,708 -8.3%
P
S
229,710 $11,391,319 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 1.45% 1.45% #16 1
Prev: #15
0.6 -5,391 -2.2%
P
S
234,290 $10,592,247 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GMF
SPDR INDEX SHS ...
ETF 1.27% 1.27% #17 1
Prev: #16
2.5 2,412 3.7%
P
S
67,018 $9,300,139 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PATK
PATRICK INDS IN...
Consumer Cyclical 0.78% 0.78% #18
Prev: #18
0.3 -696 -1.3%
P
S
52,645 $5,708,298 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.70% 0.75% #19 1
Prev: #20
0.3 -1,134 -4.0%
P
S
27,400 $5,110,042 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MFUS
PIMCO EQUITY SE...
ETF 0.59% 0.77% #20 1
Prev: #19
0.3 -20,867 -21.5%
P
S
76,168 $4,312,178 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.55% 1.18% #21 4
Prev: #17
0.4 -7,877 -48.7%
P
S
8,313 $4,020,225 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.51% 0.52% #22 1
Prev: #21
0.2 -50 -0.8%
P
S
5,972 $3,745,275 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGM
SPDR INDEX SHS ...
ETF 0.47% 0.43% #23
Prev: #23
2.2 4,470 11.1%
P
S
44,796 $3,436,287 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 0.40% 0.44% #24 2
Prev: #22
0.2 -9,487 -7.9%
P
S
110,723 $2,904,275 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.37% 0.38% #25
Prev: #25
0.2 -548 -4.4%
P
S
11,774 $2,717,611 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHR
SCHWAB STRATEGI...
Bond/Debt 0.00% 0.31%
Sold All 😨
(Was: #28)
0.3 -86,422 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FUBOTV INC
Bond/Debt 0.00% 0.13%
Sold All 😨
(Was: #57)
0.3 -911,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKB
ARK 21SHARES BI...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #278)
0.3 -1,818 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WULF
TERAWULF INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #301)
0.3 -5,000 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CALM
CAL MAINE FOODS...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #303)
0.3 -600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFBC
FIRST FINL BANC...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #321)
0.3 -1,856 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #354)
0.3 -105 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BFAM
BRIGHT HORIZONS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #410)
0.3 -235 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLF
CLEVELAND-CLIFF...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #418)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #435)
0.3 -213 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USFR
WISDOMTREE TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #436)
0.3 -425 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #442)
0.3 -830 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #443)
0.3 -409 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #444)
0.3 -411 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #449)
0.3 -2,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESNT
ESSENT GROUP LT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #506)
0.3 -230 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GFS
GLOBALFOUNDRIES...
Technology 0.00% 0.00%
Sold All 😨
(Was: #522)
0.3 -360 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #570)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEA
NUVEEN AMT FREE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #571)
0.3 -751 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #580)
0.3 -212 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 0.00% 0.00%
Sold All 😨
(Was: #616)
0.3 -94 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINK
SIMPLIFY EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #617)
0.3 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #628)
0.3 -28 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DWM
WISDOMTREE TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #641)
0.3 -82 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #667)
0.3 -111 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KRE
SPDR SERIES TRU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #669)
0.3 -72 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLBZ
GLEN BURNIE BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #676)
0.3 -964 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHN
CHINA FD INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #682)
0.3 -233 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #683)
0.3 -72 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #703)
0.3 -54 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DNA
GINKGO BIOWORKS...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #706)
0.3 -250 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAM
ATLASSIAN CORPO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #723)
0.3 -28 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMBC
EMBECTA CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -235 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.00% 0.00%
Sold All 😨
(Was: #726)
0.3 -65 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #731)
0.3 -405 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABNB
AIRBNB INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #743)
0.3 -23 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBND
SPDR SERIES TRU...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #752)
0.3 -74 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BWX
SPDR SERIES TRU...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #754)
0.3 -103 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #760)
0.3 -28 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNT
VONTIER CORPORA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #797)
0.3 -42 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HSIC
HENRY SCHEIN IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #832)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTE
DTE ENERGY CO
Utilities 0.00% 0.00%
Sold All 😨
(Was: #850)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #857)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGO
ASSURED GUARANT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #864)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #863)
0.3 -41 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #870)
0.3 -8 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCK
CROWN HLDGS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #873)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #876)
0.3 -14 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WBS
WEBSTER FINL CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #885)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RITM
RITHM CAPITAL C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #886)
0.3 -78 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIC
SEI INVTS CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #893)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CE
CELANESE CORP D...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #894)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COLD
AMERICOLD REALT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #901)
0.3 -66 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #906)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #915)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EG
EVEREST GROUP L...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #919)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GGG
GRACO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #926)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBI
CUSTOMERS BANCO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #934)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGE
OGE ENERGY CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #936)
0.3 -14 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NLY
ANNALY CAPITAL ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #937)
0.3 -32 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EHC
ENCOMPASS HEALT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #938)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HRTX
HERON THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #941)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #959)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CERT
CERTARA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #964)
0.3 -46 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRI
PRIMERICA INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #968)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAP
ADVANCE AUTO PA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #970)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GO
GROCERY OUTLET ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #973)
0.3 -34 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SJM
SMUCKER J M CO
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #975)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #976)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQR
EQUITY RESIDENT...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #986)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OZK
BANK OZK LITTLE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #991)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HSTM
HEALTHSTREAM IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #994)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UPST
UPSTART HLDGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #997)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRU
TRANSUNION
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1001)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOV
DOVER CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1003)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETD
ETHAN ALLEN INT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1004)
0.3 -17 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LSTR
LANDSTAR SYS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1011)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBE
CUBESMART
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1014)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMN
AMN HEALTHCARE ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1018)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IIPR
INNOVATIVE INDL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1020)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMSF
AMERISAFE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1019)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIW
HIGHWOODS PPTYS...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1022)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAY
REPAY HLDGS COR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1023)
0.3 -91 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1026)
0.3 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1028)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VVV
VALVOLINE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1034)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LINE
LINEAGE INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1038)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CZR
CAESARS ENTERTA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1044)
0.3 -17 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNS
COHEN & STEERS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1042)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAN
MANPOWERGROUP I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1047)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGRY
SURGERY PARTNER...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1049)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WABC
WESTAMERICA BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1054)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFD
SMITHFIELD FOOD...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1061)
0.3 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RXO
RXO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1064)
0.3 -29 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
W
WAYFAIR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1063)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRL
CRACKER BARREL ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1069)
0.3 -10 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEX
ALEXANDER & BAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1073)
0.3 -24 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APAM
ARTISAN PARTNER...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1075)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASH
ASHLAND INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1077)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GPK
GRAPHIC PACKAGI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1079)
0.3 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLGN
SILGAN HLDGS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1078)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSR
WHITESTONE REIT
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1082)
0.3 -35 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTB
BANK OF NT BUTT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1081)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1086)
0.3 -64 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHLB
BEACON FINANCIA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1091)
0.3 -17 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGPI
MGP INGREDIENTS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1094)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVH
EVOLENT HEALTH ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1096)
0.3 -45 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUBT
QUANTUM COMPUTI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1101)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SBH
SALLY BEAUTY HL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1105)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDUP
THREDUP INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1117)
0.3 -30 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1118)
0.3 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RIGL
RIGEL PHARMACEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1116)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSTM
VERASTEM INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1122)
0.3 -30 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSDQ
CLEARSIDE BIOME...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1123)
0.3 -66 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCRX
PACIRA BIOSCIEN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1125)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORGO
ORGANOGENESIS H...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1126)
0.3 -60 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGEN
PRECIGEN INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1130)
0.3 -70 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LQDA
LIQUIDIA CORPOR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1131)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOA
FINANCE OF AMER...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1132)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACAD
ACADIA PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1133)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PATH
UIPATH INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1140)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATYR
ATYR PHARMA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1147)
0.3 -55 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SQFTW
PRESIDIO PPTY T...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1152)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1462 holdings

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