Formidable Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1592613
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$628.8M
Holdings
387
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Formidable Asset Management, LLC disclosed 387 positions worth $628.8M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.2% of the equity portfolio, followed by $PG and $NVDA. During the quarter the fund opened 39 new positions and exited 33 and a full exit from $ADSK. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Formidable Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1592613.
AI Fund Analysis
Diversifying
$AAPL7.2% weight
Held 10 quarters
$PG5.8% weight
Held 10 quarters
$NVDA3.9% weight
Held 10 quarters
ETF OPPORTUNITIES TRUST -
3.0% weight
Held 10 quarters
ETF OPPORTUNITIES TRUST -
2.8% weight
Held 10 quarters
$TSLA4 quarters accumulating
$BABA4 quarters accumulating
$CRWD4 quarters accumulating
$HQL4 quarters accumulating
$RBCAA4 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer StaplesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$45.2M178,292 sh - 64.6#530
Quality
$36.5M252,440 sh - 85.9#5
Quality
$24.8M141,425 sh ETF OPPORTUNITIES TRUST - FORMI FORTR ETF
—Quality
$18.6M630,659 shETF OPPORTUNITIES TRUST - FORMIDABLE ETF
—Quality
$17.8M729,772 sh- 79.8
Quality
$17.6M47,497 sh - 79.6
Quality
$14.5M25,339 sh - 78.2
Quality
$12.0M41,490 sh - 87.5
Quality
$10.7M11,607 sh - 68.7
Quality
$8.6M41,210 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $45.2M | 178,292 |
| PROCTER & GAMBLE Co$PG | 64.6#530 | $36.5M | 252,440 |
| NVIDIA CORP$NVDA | 85.9#5 | $24.8M | 141,425 |
| ETF OPPORTUNITIES TRUST - FORMI FORTR ETF | — | $18.6M | 630,659 |
| ETF OPPORTUNITIES TRUST - FORMIDABLE ETF | — | $17.8M | 729,772 |
 MICROSOFT CORP$MSFT | 79.8 | $17.6M | 47,497 |
 Meta Platforms, Inc.$META | 79.6 | $14.5M | 25,339 |
 Alphabet Inc.$GOOGL | 78.2 | $12.0M | 41,490 |
 ELI LILLY & Co$LLY | 87.5 | $10.7M | 11,607 |
 AMAZON COM INC$AMZN | 68.7 | $8.6M | 41,210 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Formidable Asset Management, LLC's 387 positions.
Showing top 10 of 387 holdings.
Sector Allocation
Technology
$172.6M
Other
$159.8M
Financials
$65.9M
Industrials
$49.1M
Consumer Staples
$48.0M
Healthcare
$43.0M
Consumer Discretionary
$34.5M
Energy
$23.6M
Top Holdings — Formidable Asset Management, LLC (Q2 2026)
Top 150 of 387 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $45.2M | 7.2% | -1% | 76.4 |
| 2 | $PG | PROCTER & GAMBLE Co | $36.5M | 5.8% | -1% | 64.6 |
| 3 | $NVDA | NVIDIA CORP | $24.8M | 3.9% | -1% | 85.9 |
| 4 | — | ETF OPPORTUNITIES TRUST - FORMI FORTR ETF | $18.6M | 3.0% | -1% | — |
| 5 | — | ETF OPPORTUNITIES TRUST - FORMIDABLE ETF | $17.8M | 2.8% | -1% | — |
| 6 | $MSFT | MICROSOFT CORP | $17.6M | 2.8% | +2% | 79.8 |
| 7 | $META | Meta Platforms, Inc. | $14.5M | 2.3% | -12% | 79.6 |
| 8 | $GOOGL | Alphabet Inc. | $12.0M | 1.9% | -0% | 78.2 |
| 9 | $LLY | ELI LILLY & Co | $10.7M | 1.7% | -3% | 87.5 |
| 10 | $AMZN | AMAZON COM INC | $8.6M | 1.4% | +6% | 68.7 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $8.1M | 1.3% | +2% | 70.7 |
| 12 | $TSLA | Tesla, Inc. | $7.7M | 1.2% | +7% | 53.9 |
| 13 | $BABA | Alibaba Group Holding Ltd | $7.5M | 1.2% | +1% | — |
| 14 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $7.3M | 1.2% | -0% | — |
| 15 |  $GOOG | Alphabet Inc. | $7.3M | 1.2% | +6% | 78.2 |
| 16 | — | EATON VANCE TAX-MANAGED GLOB - COM | $7.2M | 1.1% | -1% | — |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $6.8M | 1.1% | +0% | 57.9 |
| 18 | — | ISHARES TR - MSCI USA QLT FCT | $6.5M | 1.0% | -5% | — |
| 19 |  $JNJ | JOHNSON & JOHNSON | $5.9M | 0.9% | -11% | 69 |
| 20 |  $NEE | NEXTERA ENERGY INC | $5.8M | 0.9% | -0% | 64.6 |
| 21 |  $AVGO | Broadcom Inc. | $5.8M | 0.9% | -0% | 84.5 |
| 22 |  $CHE | CHEMED CORP | $5.1M | 0.8% | -9% | 62.9 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.0M | 0.8% | -1% | 73.8 |
| 24 |  $CVX | CHEVRON CORP | $4.8M | 0.8% | +2% | 62.8 |
| 25 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $4.6M | 0.7% | -18% | — |
| 26 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.2M | 0.7% | -4% | — |
| 27 | — | ISHARES TR - TRUST ISHARE 0-1 | $4.2M | 0.7% | +65% | — |
| 28 |  $WT | WisdomTree, Inc. | $4.1M | 0.7% | +40% | 59.9 |
| 29 |  $ECAT | BlackRock ESG Capital Allocation Term Trust | $4.0M | 0.6% | -2% | — |
| 30 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.9M | 0.6% | +7% | 70 |
| 31 |  $WMT | Walmart Inc. | $3.9M | 0.6% | -0% | 60.2 |
| 32 |  $ACTG | ACACIA RESEARCH CORP | $3.7M | 0.6% | -5% | 47.1 |
| 33 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.7M | 0.6% | -33% | — |
| 34 | — | RBB FD INC - F/M US TREASURY | $3.7M | 0.6% | -3% | — |
| 35 |  $V | VISA INC. | $3.6M | 0.6% | -3% | 82.9 |
| 36 |  $ASML | ASML HOLDING NV | $3.4M | 0.5% | -10% | — |
| 37 |  $HD | HOME DEPOT, INC. | $3.3M | 0.5% | -1% | 60.3 |
| 38 |  $FLUX | Flux Power Holdings, Inc. | $3.0M | 0.5% | +3% | 12.6 |
| 39 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $3.0M | 0.5% | -3% | — |
| 40 | $CRWD | CrowdStrike Holdings, Inc. | $2.9M | 0.5% | +21% | 67.7 |
| 41 |  $NEM | NEWMONT Corp /DE/ | $2.9M | 0.5% | +19% | 86.8 |
| 42 |  $MCD | MCDONALDS CORP | $2.8M | 0.5% | -19% | 69 |
| 43 |  $LAR | Lithium Argentina AG | $2.8M | 0.5% | +53% | — |
| 44 | — | ISHARES TR - CORE HIGH DV ETF | $2.8M | 0.4% | +15% | — |
| 45 | — | EATON VANCE TAX ADVT DIV INC - COM | $2.8M | 0.4% | -1% | — |
| 46 |  $MO | ALTRIA GROUP, INC. | $2.7M | 0.4% | +9% | 67.4 |
| 47 | $HQL | abrdn Life Sciences Investors | $2.7M | 0.4% | +4% | — |
| 48 |  $PEP | PEPSICO INC | $2.7M | 0.4% | -25% | 63.4 |
| 49 | — | ISHARES TR - CORE S&P500 ETF | $2.3M | 0.4% | -1% | — |
| 50 | $WT | WisdomTree, Inc. | $2.3M | 0.4% | -0% | 59.9 |
| 51 |  $VRT | Vertiv Holdings Co | $2.2M | 0.4% | +2% | 81 |
| 52 |  $ADBE | ADOBE INC. | $2.2M | 0.4% | -2% | 77.6 |
| 53 | $RBCAA | REPUBLIC BANCORP INC /KY/ | $2.2M | 0.3% | +1% | 58.5 |
| 54 |  $NFLX | NETFLIX INC | $2.2M | 0.3% | +63% | 78.8 |
| 55 |  $VKTX | Viking Therapeutics, Inc. | $2.1M | 0.3% | -6% | — |
| 56 |  $ABBV | AbbVie Inc. | $2.1M | 0.3% | +1% | 72.6 |
| 57 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.1M | 0.3% | -11% | — |
| 58 |  $ORCL | ORACLE CORP | $2.1M | 0.3% | -3% | 66.2 |
| 59 |  $DE | DEERE & CO | $2.1M | 0.3% | -2% | 55.4 |
| 60 | — | ISHARES TR - 7-10 YR TRSY BD | $2.0M | 0.3% | -9% | — |
| 61 |  $NOW | ServiceNow, Inc. | $2.0M | 0.3% | +80% | 72.9 |
| 62 |  $GD | GENERAL DYNAMICS CORP | $2.0M | 0.3% | -1% | 68.7 |
| 63 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.0M | 0.3% | +1% | — |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.0M | 0.3% | -3% | 67.6 |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $2.0M | 0.3% | -32% | 65.8 |
| 66 | — | ISHARES TR - 20 YR TR BD ETF | $2.0M | 0.3% | -6% | — |
| 67 |  $PLTR | Palantir Technologies Inc. | $2.0M | 0.3% | +23% | 84.6 |
| 68 | — | RBB FD INC - US TREASRY 12 MT | $1.9M | 0.3% | +1% | — |
| 69 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.3% | +3% | 79.8 |
| 70 |  $GEV | GE Vernova Inc. | $1.9M | 0.3% | +40% | 81.1 |
| 71 |  $EOG | EOG RESOURCES INC | $1.8M | 0.3% | -2% | 71.9 |
| 72 |  $AMGN | AMGEN INC | $1.8M | 0.3% | -1% | 79.2 |
| 73 |  $EXPE | Expedia Group, Inc. | $1.8M | 0.3% | -2% | 71.1 |
| 74 |  $UBER | Uber Technologies, Inc | $1.7M | 0.3% | +14% | 73.5 |
| 75 |  $MPC | Marathon Petroleum Corp | $1.7M | 0.3% | +0% | 61 |
| 76 |  $UNP | UNION PACIFIC CORP | $1.7M | 0.3% | -0% | 69.7 |
| 77 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $1.7M | 0.3% | +39% | — |
| 78 |  $MA | Mastercard Inc | $1.7M | 0.3% | -3% | 85.1 |
| 79 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.3% | +79% | 75.4 |
| 80 |  $PFE | PFIZER INC | $1.6M | 0.3% | +11% | 62 |
| 81 |  $RPRX | Royalty Pharma plc | $1.6M | 0.3% | -27% | — |
| 82 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.3% | +2% | — |
| 83 | — | GLOBAL X FDS - RUSSELL 2000 | $1.6M | 0.3% | -6% | — |
| 84 | — | TIDAL TRUST III - VISTASHARES TRGT | $1.6M | 0.3% | +6% | — |
| 85 |  $TLN | Talen Energy Corp | $1.5M | 0.2% | -1% | 57.2 |
| 86 |  $ETN | Eaton Corp plc | $1.5M | 0.2% | +0% | — |
| 87 | — | SPDR SERIES TRUST - ST STR SP AERO | $1.5M | 0.2% | +14% | — |
| 88 |  $OKE | ONEOK INC /NEW/ | $1.5M | 0.2% | +50% | 71.7 |
| 89 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.2% | +3% | 73.5 |
| 90 | — | ISHARES TR - 1 3 YR TREAS BD | $1.5M | 0.2% | +24% | — |
| 91 | $NEE | NEXTERA ENERGY INC | $1.5M | 0.2% | +10% | 64.6 |
| 92 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.2% | -2% | 73.8 |
| 93 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1.5M | 0.2% | +26% | — |
| 94 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $1.4M | 0.2% | -4% | — |
| 95 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.2% | -10% | 70.5 |
| 96 |  $MBIN | Merchants Bancorp | $1.4M | 0.2% | -3% | 55.3 |
| 97 |  $BKNG | Booking Holdings Inc. | $1.4M | 0.2% | +2% | 58.5 |
| 98 | — | ALPS ETF TR - ALERIAN MLP | $1.4M | 0.2% | +173% | — |
| 99 |  $PYPL | PayPal Holdings, Inc. | $1.4M | 0.2% | +17% | 64.1 |
| 100 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.2% | +0% | 65 |
| 101 |  $ACN | Accenture plc | $1.4M | 0.2% | +1% | — |
| 102 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | $1.4M | 0.2% | NEW | — |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.2% | -1% | 66.2 |
| 104 |  $CB | Chubb Ltd | $1.3M | 0.2% | -3% | — |
| 105 |  $MRK | Merck & Co., Inc. | $1.3M | 0.2% | -2% | 59.9 |
| 106 |  $DUK | Duke Energy CORP | $1.3M | 0.2% | -0% | 56.4 |
| 107 |  $ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | $1.3M | 0.2% | -6% | — |
| 108 |  $BGR | BlackRock Energy & Resources Trust | $1.3M | 0.2% | -3% | — |
| 109 |  $ANET | Arista Networks, Inc. | $1.3M | 0.2% | +59% | 81.9 |
| 110 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.2% | -2% | — |
| 111 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.3M | 0.2% | -7% | — |
| 112 |  $SYBT | Stock Yards Bancorp, Inc. | $1.2M | 0.2% | -4% | 61.6 |
| 113 |  $GLDM | World Gold Trust | $1.2M | 0.2% | -1% | — |
| 114 |  $CRM | Salesforce, Inc. | $1.2M | 0.2% | +41% | 77 |
| 115 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.2% | +6% | 61.8 |
| 116 |  $USB | US BANCORP \DE\ | $1.2M | 0.2% | -1% | 65.3 |
| 117 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.2% | -1% | 68.7 |
| 118 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.2% | -2% | — |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.2% | -24% | 72.3 |
| 120 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $1.2M | 0.2% | -2% | — |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.2% | -3% | 70.3 |
| 122 |  $GWW | W.W. GRAINGER, INC. | $1.1M | 0.2% | -15% | 61.8 |
| 123 |  $KKR | KKR & Co. Inc. | $1.1M | 0.2% | +227% | 54.3 |
| 124 |  $FAST | FASTENAL CO | $1.1M | 0.2% | +0% | 66.9 |
| 125 |  $BCAT | BlackRock Capital Allocation Term Trust | $1.1M | 0.2% | +22% | — |
| 126 |  $JD | JD.com, Inc. | $1.1M | 0.2% | -29% | — |
| 127 |  $DELL | Dell Technologies Inc. | $1.1M | 0.2% | +0% | 71.2 |
| 128 |  $RTX | RTX Corp | $1.1M | 0.2% | -1% | 73.2 |
| 129 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.1M | 0.2% | -1% | 73.7 |
| 130 | — | TIDAL TRUST III - VISTASHARES TRGT | $1.1M | 0.2% | +8% | — |
| 131 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.1M | 0.2% | -4% | 66.3 |
| 132 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $1.1M | 0.2% | -0% | — |
| 133 |  $BSTZ | BlackRock Science & Technology Term Trust | $1.1M | 0.2% | -2% | — |
| 134 |  $CAT | CATERPILLAR INC | $1.0M | 0.2% | +13% | 66.5 |
| 135 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.2% | +20% | 65.5 |
| 136 |  $SBUX | STARBUCKS CORP | $1.0M | 0.2% | -13% | 58.2 |
| 137 | — | ISHARES TR - CORE S&P SCP ETF | $999,397 | 0.2% | -4% | — |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $995,629 | 0.2% | -44% | — |
| 139 |  $NRG | NRG ENERGY, INC. | $973,731 | 0.1% | +11% | 51.9 |
| 140 |  $IVZ | Invesco Ltd. | $972,672 | 0.1% | +3% | — |
| 141 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $970,641 | 0.1% | +45% | — |
| 142 |  $FFIV | F5, INC. | $914,696 | 0.1% | -27% | 66.9 |
| 143 |  $WSM | WILLIAMS SONOMA INC | $908,951 | 0.1% | -12% | 66.1 |
| 144 | — | FIRST TR EXCHANGE TRADED FD - S&P INTL DIVID | $904,904 | 0.1% | +46% | — |
| 145 |  $SYF | Synchrony Financial | $904,122 | 0.1% | +11% | 64 |
| 146 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $882,445 | 0.1% | -1% | — |
| 147 |  $PM | Philip Morris International Inc. | $881,627 | 0.1% | -5% | 75.9 |
| 148 |  $CINF | CINCINNATI FINANCIAL CORP | $870,539 | 0.1% | +0% | 84.3 |
| 149 |  $ZTS | Zoetis Inc. | $862,224 | 0.1% | +2% | 68.6 |
| 150 |  $MDLZ | Mondelez International, Inc. | $849,498 | 0.1% | NEW | 56.4 |
New Positions (39)
J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER$1.4M
$MDLZ Mondelez International, Inc.$849,498
$VST Vistra Corp.$809,307
$FLS FLOWSERVE CORP$554,265
$HSTM HEALTHSTREAM INC$530,803
$NVT nVent Electric plc$521,023 NUVEEN S&P 500 DYNAMIC OVERW - COM$510,956
BLACKROCK ETF TRUST II - ISH HIG MUN ETF$502,686
SPDR SERIES TRUST - ST SHO TREAS ETF$477,222
J P MORGAN EXCHANGE TRADED F - INCOME ETF$446,557
$BAM Brookfield Asset Management Ltd.$408,851 PIMCO ETF TR - MUNI INCOME OPP$404,091
$SM SM Energy Co$380,016
$DVN DEVON ENERGY CORP/DE$376,136 TIDAL TRUST III - VISTASHS TARGET$372,793
Exited Positions (33)
$ADSK Autodesk, Inc. DIMENSIONAL ETF TRUST
$SLB SLB LIMITED/NV
$DIAX Nuveen Dow 30sm Dynamic Overwrite Fund
$G Genpact LTD
$LDOS Leidos Holdings, Inc.
$CTRA Coterra Energy Inc.
$PSIX POWER SOLUTIONS INTERNATIONAL, INC.
$QLYS QUALYS, INC.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$CRSP CRISPR Therapeutics AG
$PAX Patria Investments Ltd
$ITRI ITRON, INC. KRANESHARES TRUST
BONDBLOXX ETF TRUST
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Formidable Asset Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Formidable Asset Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Formidable Asset Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Formidable Asset Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Formidable Asset Management, LLC (SEC CIK: 1592613), 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 Formidable Asset Management, LLC's portfolio is scored on a 32-signal AI quality ranking (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.