Sound Income Strategies, LLC TTC — TORO CO

Ownership history in Sound Income Strategies, LLC  ·  10 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported TORO CO (TTC) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows TTC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in TORO CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TTC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTC stock page Sound Income Strategies, LLC fund profile Sound Income Strategies, LLC full holdings
How Sound Income Strategies, LLC held TTC — position size vs. price
% of Fund (quarterly)    TTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,470 -91 -3.6% 0.01% $239K 2026-10-09 $95.79
2026 Q2 ADDED — — — 2,561 +10 +0.4% 0.01% $249K 2026-07-20 $93.23
2026 Q1 UNCHANGED — — — 2,551 — 0% 0.01% $238K 2026-04-27 $94.90
2025 Q4 ADDED — — — 2,551 +24 +0.9% 0.01% $228K 2026-01-21 $88.38
2025 Q3 ADDED — — — 2,527 +13 +0.5% 0.01% $188K 2025-10-10 $71.43
2025 Q2 ADDED — — — 2,514 +14 +0.6% 0.01% $178K 2025-07-17 $72.41
2025 Q1 UNCHANGED — — — 2,500 — 0% 0.01% $182K 2025-04-17 $65.28
2024 Q4 REDUCED 9.0% -8.7% ✅ 2,500 -247 -9.0% 0.01% $200K 2025-01-21 $81.69
2024 Q3 ADDED — — — 2,747 +2,744 +91466.7% 0.02% $238K 2024-10-10 $79.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TTC

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.34% Great Waters Wealth Management 3Y 0.04% ELEVATION WEALTH PARTNERS, LLC 3Y 0.03% Davis Capital Management 3Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% Central Pacific Bank - Trust Division 0.02% Farther Finance Advisors, LLC 3Y 0.02% GAMMA Investing LLC 0.02% Wedmont Private Capital 3Y 0.01% GoalVest Advisory LLC 3Y 0.0%

FAQ About Sound Income Strategies, LLC and TTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning TTC?

Sound Income Strategies, LLC reported TTC across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported TTC position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for TTC was 0.02% in 2024 Q3.

What is the latest reported TTC position on this page?

The most recent filing on this page is 2026 Q3, when Sound Income Strategies, LLC reported 2,470 shares, equal to 0.01% of portfolio, with an estimated market value of $239K.

What does the chart on this TTC ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly TTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sound Income Strategies, LLC time their TTC position?

Based on 13F filing dates vs. subsequent TTC price moves, Sound Income Strategies, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on TTC relative to SPY over the holding period was -6.2%.

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