Verity & Verity, LLC
Sector Allocation
- Technology24.4%$366.0M
- Financials17.3%$258.4M
- Healthcare15.3%$229.7M
- Energy11.4%$170.1M
- Industrials8.1%$121.6M
- Consumer Staples6.5%$97.8M
- Real Estate4.6%$69.1M
- Consumer Discretionary4.4%$65.5M
- Utilities3.8%$56.2M
- Communication Services2.6%$39.5M
AUM History
13fpro.ai/research/fund/verity-and-verity-llc-1542108
Conviction and streaks
Concentrating · top 10 = 33.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
DELL
$86.6MAVGO
$63.8MSTT
$50.1MMSFT
$48.8MABBV
$46.7MAMGN
$43.7MJPM
$41.0MGILD
$40.9MAAPL
$40.2MRTX
$40.1MPFE
$38.6MCVX
$34.8MACN
$34.4MJNJ
$30.4MWEC
$30.2MPEP
$28.1MENB
$27.5MVICI
$26.0MCNQ
$25.9MVZ
$25.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/verity-and-verity-llc-1542108
Verity & Verity, LLC 13F holdings — Q3 2026
$1.5B portfolio (+3.0% QoQ) · 139 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
$86.6M
5.8% of stocks
-13%This quarter+2.3%Since filed7 qtrsHeldAIQuality71.1#190Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$63.8M
4.3% of stocks
-0.9%This quarter+2.3%Since filed11+ qtrsHeld$50.1M
3.4% of stocks
-1%This quarter+1.3%Since filed10 qtrsHeld$48.8M
3.3% of stocks
-0.5%This quarter+1.5%Since filed11+ qtrsHeld$46.7M
3.1% of stocks
-0.3%This quarter+0.4%Since filed10 qtrsHeld$43.7M
2.9% of stocks
-0.5%This quarter+1.2%Since filed10 qtrsHeld$41.0M
2.7% of stocks
-0.2%This quarter+0.7%Since filed10 qtrsHeld$40.9M
2.7% of stocks
+0.7%This quarter+1.7%Since filed11+ qtrsHeld$40.2M
2.7% of stocks
-2%This quarter-1.1%Since filed10 qtrsHeld$40.1M
2.7% of stocks
+0.8%This quarter+3.4%Since filed10 qtrsHeld
All holdings — Verity & Verity, LLC (Q3 2026)
139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | PFIZER INC | Healthcare | $38.6M | 2.6% | 1.35M | +1% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CHEVRON CORP | Energy | $34.8M | 2.3% | 170K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Accenture plc | Technology | $34.4M | 2.3% | 188K | -2% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $30.4M | 2.0% | 115K | -0.1% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | WEC ENERGY GROUP, INC. | Utilities | $30.2M | 2.0% | 300K | +37% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PEPSICO INC | Consumer Staples | $28.1M | 1.9% | 222K | +1% | 10 qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ENBRIDGE INC | Energy | $27.5M | 1.8% | 592K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VICI PROPERTIES INC. | Real Estate | $26.0M | 1.7% | 1.13M | +4% | 9 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CANADIAN NATURAL RESOURCES Ltd | Energy | $25.9M | 1.7% | 551K | +0.8% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERIZON COMMUNICATIONS INC | Communication Services | $25.8M | 1.7% | 564K | +3% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | METLIFE INC | Financials | $25.5M | 1.7% | 270K | +1.0% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ONEOK INC /NEW/ | Energy | $25.3M | 1.7% | 297K | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | QUALCOMM INC/DE | Technology | $24.9M | 1.7% | 136K | +77% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Atlantic Union Bankshares Corp | Financials | $24.2M | 1.6% | 638K | +2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CINCINNATI FINANCIAL CORP | Financials | $23.9M | 1.6% | 150K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NEE | NEXTERA ENERGY INC | Utilities | $22.9M | 1.5% | 303K | +4% | |||
| 27 | $PLD | Prologis, Inc. | Real Estate | $22.8M | 1.5% | 176K | +3% | |||
| 28 | $TXN | TEXAS INSTRUMENTS INC | Technology | $22.7M | 1.5% | 81K | +0.8% | |||
| 29 | $TGT | TARGET CORP | Consumer Staples | $22.7M | 1.5% | 145K | -23% | |||
| 30 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $22.3M | 1.5% | 332K | +3% | |||
| 31 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $21.2M | 1.4% | 178K | +2% | |||
| 32 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $20.4M | 1.4% | 180K | -0.4% | |||
| 33 | $MDT | Medtronic plc | Healthcare | $20.2M | 1.4% | 234K | +2% | |||
| 34 | $CSCO | CISCO SYSTEMS, INC. | Technology | $20.1M | 1.3% | 187K | -0.6% | |||
| 35 | $NNN | NNN REIT, INC. | Real Estate | $20.0M | 1.3% | 487K | +3% | |||
| 36 | $CMI | CUMMINS INC | Industrials | $19.7M | 1.3% | 38K | +11% | |||
| 37 | $FNF | Fidelity National Financial, Inc. | Financials | $18.9M | 1.3% | 488K | +6% | |||
| 38 | $PSX | Phillips 66 | Energy | $18.6M | 1.2% | 73K | -35% | |||
| 39 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $17.5M | 1.2% | 187K | +0.6% | |||
| 40 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $17.4M | 1.2% | 107K | +2% | |||
| 41 | $LMT | LOCKHEED MARTIN CORP | Industrials | $17.4M | 1.2% | 34K | -0.0% | |||
| 42 | $OWL | BLUE OWL CAPITAL INC. | Financials | $17.2M | 1.1% | 1.89M | +3% | |||
| 43 | $BIPC | Brookfield Infrastructure Corp | Energy | $16.8M | 1.1% | 473K | +4% | |||
| 44 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $16.7M | 1.1% | 133K | +0.1% | |||
| 45 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $16.0M | 1.1% | 170K | +2% | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $15.8M | 1.1% | 72K | +3% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.8M | 0.9% | 49K | +0.3% | |||
| 48 | $CCZ | COMCAST CORP | Communication Services | $13.4M | 0.9% | 614K | +7% | |||
| 49 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.2M | 0.8% | 84K | +2% | |||
| 50 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $12.1M | 0.8% | 25K | -2% | |||
| 51 | $NKE | NIKE, Inc. | Consumer Discretionary | $10.8M | 0.7% | 304K | +3768% | |||
| 52 | $AJG | Arthur J. Gallagher & Co. | Financials | $8.8M | 0.6% | 38K | -0.1% | |||
| 53 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $8.3M | 0.6% | 54K | -2% | |||
| 54 | $GLW | CORNING INC /NY | Materials | $5.7M | 0.4% | 37K | -0.2% | |||
| 55 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.5M | 0.4% | 30K | -2% | |||
| 56 | $PM | Philip Morris International Inc. | Consumer Staples | $5.0M | 0.3% | 26K | -1% | |||
| 57 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.8M | 0.3% | 49K | -0.2% | |||
| 58 | $KO | COCA COLA CO | Consumer Staples | $3.9M | 0.3% | 45K | -20% | |||
| 59 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.3% | 5 | — | |||
| 60 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $3.3M | 0.2% | 93K | — | |||
| 61 | $PH | Parker-Hannifin Corp | Industrials | $3.1M | 0.2% | 3,227 | -0.6% | |||
| 62 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.9M | 0.2% | 12K | -2% | |||
| 63 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $1.9M | 0.1% | 14K | — | |||
| 64 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.8M | 0.1% | 10K | -0.0% | |||
| 65 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.1% | 3,589 | -10% | |||
| 66 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.1% | 16K | -12% | |||
| 67 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.1% | 7,334 | +3% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $1.7M | 0.1% | 12K | +0.7% | |||
| 69 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $1.6M | 0.1% | 23K | — | |||
| 70 | $BX | Blackstone Inc. | Financials | $1.5M | 0.1% | 13K | -0.5% | |||
| 71 | $SO | SOUTHERN CO | Utilities | $1.4M | 0.1% | 17K | -7% | |||
| 72 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $1.3M | 0.1% | 14K | — | |||
| 73 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.2M | 0.1% | 1,662 | New | |||
| 74 | $OGE | OGE ENERGY CORP. | Utilities | $1.1M | 0.1% | 25K | -7% | |||
| 75 | $AXP | AMERICAN EXPRESS CO | Financials | $1.1M | 0.1% | 3,605 | -1% | |||
| 76 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.1M | 0.1% | 23K | -8% | |||
| 77 | $MS | MORGAN STANLEY | Financials | $1.0M | 0.1% | 5,557 | -17% | |||
| 78 | $V | VISA INC. | Financials | $859K | 0.1% | 2,391 | -13% | |||
| 79 | $HCA | HCA Healthcare, Inc. | Healthcare | $802K | 0.1% | 1,879 | -0.5% | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $718K | 0.1% | 789 | -3% | |||
| 81 | $GOOG | Alphabet Inc. | Technology | $672K | 0.0% | 1,972 | — | |||
| 82 | $PPG | PPG INDUSTRIES INC | Materials | $670K | 0.0% | 6,419 | -1% | |||
| 83 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $648K | 0.0% | 1,764 | -31% | |||
| 84 | — | ISHARES TR - CORE S&P500 ETF | — | $620K | 0.0% | 809 | -2% | |||
| 85 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $616K | 0.0% | 11K | -36% | |||
| 86 | $META | Meta Platforms, Inc. | Technology | $611K | 0.0% | 843 | +1% | |||
| 87 | $KLAC | KLA CORP | Technology | $608K | 0.0% | 3,120 | -34% | |||
| 88 | $CPSS | CONSUMER PORTFOLIO SERVICES, INC. | Financials | $602K | 0.0% | 66K | — | |||
| 89 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $598K | 0.0% | 18K | +0.4% | |||
| 90 | $GOOGL | Alphabet Inc. | Technology | $585K | 0.0% | 1,701 | -27% | |||
| 91 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $518K | 0.0% | 6,530 | — | |||
| 92 | $NVS | NOVARTIS AG | Healthcare | $492K | 0.0% | 3,453 | — | |||
| 93 | $ADI | ANALOG DEVICES INC | Technology | $491K | 0.0% | 1,237 | — | |||
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $477K | 0.0% | 6,759 | New | |||
| 95 | $MRK | Merck & Co., Inc. | Healthcare | $463K | 0.0% | 3,187 | -11% | |||
| 96 | $LRCX | LAM RESEARCH CORP | Technology | $452K | 0.0% | 1,375 | — | |||
| 97 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $450K | 0.0% | 3,916 | — | |||
| 98 | $DE | DEERE & CO | Industrials | $434K | 0.0% | 647 | +45% | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $420K | 0.0% | 2,020 | — | |||
| 100 | $AMZN | AMAZON COM INC | Consumer Discretionary | $409K | 0.0% | 1,643 | -3% | |||
| 101 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $400K | 0.0% | 1,554 | -21% | |||
| 102 | $TT | Trane Technologies plc | Technology | $384K | 0.0% | 849 | — | |||
| 103 | $MCD | MCDONALDS CORP | Consumer Discretionary | $379K | 0.0% | 1,641 | -4% | |||
| 104 | $AFL | AFLAC INC | Financials | $366K | 0.0% | 3,274 | +0.0% | |||
| 105 | $HSY | HERSHEY CO | Consumer Staples | $360K | 0.0% | 2,287 | -64% | |||
| 106 | $CAT | CATERPILLAR INC | Industrials | $337K | 0.0% | 416 | -7% | |||
| 107 | $EMR | EMERSON ELECTRIC CO | Industrials | $333K | 0.0% | 2,147 | -7% | |||
| 108 | $SNA | Snap-on Inc | Industrials | $331K | 0.0% | 910 | -44% | |||
| 109 | $USB | US BANCORP DE | Financials | $324K | 0.0% | 5,612 | -5% | |||
| 110 | $GEV | GE Vernova Inc. | Industrials | $316K | 0.0% | 332 | +16% | |||
| 111 | $ET | Energy Transfer LP | Energy | $311K | 0.0% | 16K | — | |||
| 112 | $VRT | Vertiv Holdings Co | Technology | $309K | 0.0% | 1,280 | — | |||
| 113 | $KMB | KIMBERLY CLARK CORP | Materials | $302K | 0.0% | 3,100 | — | |||
| 114 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $297K | 0.0% | 8,099 | -28% | |||
| 115 | $WSO | WATSCO INC | Consumer Discretionary | $295K | 0.0% | 976 | -10% | |||
| 116 | $GE | GENERAL ELECTRIC CO | Industrials | $291K | 0.0% | 931 | +0.1% | |||
| 117 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $289K | 0.0% | 3,605 | — | |||
| 118 | $MA | Mastercard Inc | Financials | $288K | 0.0% | 522 | -50% | |||
| 119 | $ES | EVERSOURCE ENERGY | Utilities | $274K | 0.0% | 4,275 | — | |||
| 120 | $NDAQ | NASDAQ, INC. | Financials | $274K | 0.0% | 2,981 | -61% | |||
| 121 | — | ISHARES TR - CORE S&P US GWT | — | $274K | 0.0% | 1,414 | +4% | |||
| 122 | $SJM | J M SMUCKER Co | Consumer Staples | $273K | 0.0% | 2,300 | -5% | |||
| 123 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $267K | 0.0% | 1,033 | -68% | |||
| 124 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $265K | 0.0% | 4,507 | +1% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $265K | 0.0% | 1,588 | — | |||
| 126 | $APH | AMPHENOL CORP /DE/ | Technology | $261K | 0.0% | 3,102 | +100% | |||
| 127 | $MU | MICRON TECHNOLOGY INC | Technology | $250K | 0.0% | 235 | New | |||
| 128 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $249K | 0.0% | 6,840 | — | |||
| 129 | $ED | CONSOLIDATED EDISON INC | Utilities | $249K | 0.0% | 2,438 | -38% | |||
| 130 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $240K | 0.0% | 4,041 | New | |||
| 131 | $FDX | FEDEX CORP | Industrials | $239K | 0.0% | 840 | — | |||
| 132 | $INTU | INTUIT INC. | Technology | $227K | 0.0% | 825 | -39% | |||
| 133 | $VLO | VALERO ENERGY CORP/TX | Energy | $217K | 0.0% | 560 | New | |||
| 134 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $210K | 0.0% | 6,989 | -29% | |||
| 135 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $203K | 0.0% | 1,190 | -42% | |||
| 136 | $INTC | INTEL CORP | Technology | $203K | 0.0% | 1,687 | New | |||
| 137 | $LLY | ELI LILLY & Co | Healthcare | $202K | 0.0% | 175 | New | |||
| 138 | $NMFC | New Mountain Finance Corp | Other | $69K | 0.0% | 10K | — | |||
| 139 | $TMC | TMC the metals Co Inc. | Materials | $38K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 44 added to, 64 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- VANGUARD INDEX FDS - S&P 500 ETF SHS$1.2M
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$477K
first bought this quarter
$MUMICRON TECHNOLOGY INC$250K
first bought this quarter
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$240K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$217K
first bought this quarter
$INTCINTEL CORP$203K
first bought this quarter
+1 more in the Excel export
Added to (44)
$QCOMQUALCOMM INC/DE+77%
now $24.9M · held 10 qtrs
$NKENIKE, Inc.+3768%
now $10.8M · held 8 qtrs, 2 adds in a row
now $30.2M · held 8 qtrs, 8 adds in a row
$CMICUMMINS INC+11%
now $19.7M · held 10 qtrs
$FNFFidelity National Financial, Inc.+6%
now $18.9M · held 10 qtrs, 5 adds in a row
now $26.0M · held 9 qtrs, 5 adds in a row
+38 more in the Excel export
Trimmed (64)
now $86.6M · held 7 qtrs, 2 trims in a row
$PSXPhillips 66-35%
now $18.6M · held 10 qtrs
$TGTTARGET CORP-23%
now $22.7M · held 10 qtrs
$OKEONEOK INC /NEW/-8%
now $25.3M · held 11+ qtrs
$KOCOCA COLA CO-20%
now $3.9M · held 10 qtrs, 3 trims in a row
now $40.2M · held 10 qtrs
+58 more in the Excel export
Holdings by quarter
Every 13F Verity & Verity, LLC has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Verity & Verity?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Verity & Verity's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 16% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Verity & Verity, LLC disclosed 139 positions worth $1.5B in its Form 13F-HR for Q3 2026, led by $DELL (Dell Technologies Inc.) at 5.8% of the equity portfolio, followed by $AVGO and $STT. During the quarter the fund opened 7 new positions and exited 6 and a full exit from $SHW. The portfolio is most concentrated in Technology (24.4% of disclosed assets). All figures are sourced directly from Verity & Verity, LLC’s Form 13F-HR filing with the SEC under CIK 1542108.
Funds like this
managers whose biggest positions overlap Verity & Verity'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Verity & Verity, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Verity & Verity, LLC (SEC CIK: 1542108), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Verity & Verity, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.