Exchange Bank
Sector Allocation
- Other28.5%$46.0M
- Technology21.7%$35.1M
- Industrials10.7%$17.3M
- Healthcare10.2%$16.5M
- Consumer Staples9.7%$15.7M
- Financials9.3%$15.0M
- Energy5.7%$9.2M
- Consumer Discretionary2.8%$4.6M
- Utilities0.8%$1.4M
- Communication Services0.4%$638,147
AUM History
13fpro.ai/research/fund/exchange-bank-2001155
Conviction and streaks
Concentrating · top 10 = 32.5%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
AAPL
$9.0MJNJ
$6.8MCAT
$6.1M- VANGUARD$5.8M
MSFT
$4.9MCVX
$4.6M- ISHARES$4.6M
XOM.R34088
$3.9MJPM
$3.5MPG
$3.4MGOOGL
$3.3M- VANGUARD$3.3M
WMT
$3.0MNVDA
$2.8M- ISHARES$2.8M
KO
$2.7M- VANGUARD$2.6M
- VANGUARD$2.6M
IBM
$2.5MUNP
$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/exchange-bank-2001155
Exchange Bank 13F holdings — Q3 2026
$161.6M portfolio (+0.6% QoQ) · 129 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$9.0M
5.5% of stocks
-5%This quarter+2.1%Since filed8+ qtrsHeld$6.8M
4.2% of stocks
-4%This quarter+3.0%Since filed8+ qtrsHeldAIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$6.1M
3.8% of stocks
+1%This quarter-14.9%Since filed8+ qtrsHeld- 4
VANGUARD MORNINGSTAR TOTAL STOCK - MUTUAL FUNDS/EQ
$5.8M
3.6% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $4.9M
3.0% of stocks
-1%This quarter+0.5%Since filed8+ qtrsHeld$4.6M
2.9% of stocks
+2%This quarter+13.1%Since filed8+ qtrsHeld- 7
ISHARES NATIONAL AMT-FREE MUNI - MUTUAL FUNDS /
$4.6M
2.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
2.4% of stocks
-0.9%This quarter—Since filed8+ qtrsHeld$3.5M
2.2% of stocks
-2%This quarter+1.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$3.4M
2.1% of stocks
-0.1%This quarter+8.2%Since filed8+ qtrsHeld
All holdings — Exchange Bank (Q3 2026)
129 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 | Alphabet Inc. | Technology | $3.3M | 2.1% | 9,674 | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD TOTAL BOND MARKET ETF - MUTUAL FUNDS/FInote | — | $3.3M | 2.0% | 47K | +2% | — | — | 13F |
| 13 | Walmart Inc. | Consumer Staples | $3.0M | 1.8% | 28K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $2.8M | 1.7% | 12K | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES CORE TOTAL US BOND - MUTUAL FUNDS/FInote | — | $2.8M | 1.7% | 30K | -20% | — | — | 13F |
| 16 | COCA COLA CO | Consumer Staples | $2.7M | 1.6% | 31K | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD SHORT-TERM CORP BD IDX - MUTUAL FUNDS/FIetf/fund | — | $2.6M | 1.6% | 34K | +26% | — | — | 13F |
| 18 | — | VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUNDS/EQetf/fund | — | $2.6M | 1.6% | 37K | +17% | — | — | 13F |
| 19 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.5M | 1.6% | 11K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNION PACIFIC CORP | Industrials | $2.5M | 1.6% | 9,248 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUNDS/EQetf/fund | — | $2.4M | 1.5% | 33K | -0.4% | — | — | 13F |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 1.4% | 3 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB US BROAD MARKET ETFT - MUTUAL FUNDS/EQ | — | $2.2M | 1.4% | 75K | -0.6% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $2.2M | 1.4% | 6,396 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD EMERGING MARKETS STOCK - MUTUAL FUNDS/EQetf/fund | — | $2.1M | 1.3% | 36K | +14% | — | — | 13F |
| 26 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 1.3% | 14K | -0.2% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 1.2% | 7,637 | -0.8% | |||
| 28 | $PM | Philip Morris International Inc. | Consumer Staples | $1.9M | 1.2% | 9,958 | -0.5% | |||
| 29 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.9M | 1.2% | 6,779 | — | |||
| 30 | — | ISHARES CORE INTERNATIONAL - MUTUAL FUNDS/FI | — | $1.8M | 1.1% | 37K | +8% | |||
| 31 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.8M | 1.1% | 29K | — | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.6M | 1.0% | 2,112 | -5% | |||
| 33 | $TGT | TARGET CORP | Consumer Staples | $1.6M | 1.0% | 10K | — | |||
| 34 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.6M | 1.0% | 5,026 | -1.0% | |||
| 35 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.5M | 0.9% | 5,689 | — | |||
| 36 | — | ISHARES MSCI USA QUALITY FACTOR - MUTUAL FUNDS/EQ | — | $1.4M | 0.9% | 6,343 | +40% | |||
| 37 | — | SPDR BOFA ML CROSSOVER CORP BOND - MUTUAL FUNDS/FI | — | $1.3M | 0.8% | 59K | +16% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.8% | 1,064 | -2% | |||
| 39 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.7% | 3,819 | — | |||
| 40 | $GL | GLOBE LIFE INC. | Financials | $1.1M | 0.7% | 6,750 | — | |||
| 41 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.7% | 4,093 | -1% | |||
| 42 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.1M | 0.7% | 6,164 | — | |||
| 43 | — | VANGUARD HIGH DIVIDEND YIELD - MUTUAL FUNDS/EQ | — | $1.0M | 0.6% | 6,673 | +34% | |||
| 44 | $BNY | Bank of New York Mellon Corp | Financials | $1.0M | 0.6% | 7,046 | -4% | |||
| 45 | $NEE | NEXTERA ENERGY INC | Utilities | $1.0M | 0.6% | 13K | -2% | |||
| 46 | — | AVANTIS INTL SMALL CAP VAL ETF - MUTUAL FUNDS/EQ | — | $1.0M | 0.6% | 9,239 | +10% | |||
| 47 | — | ISHARES SHORT-TERM CORPORATE - MUTUAL FUNDS/FI | — | $987K | 0.6% | 19K | — | |||
| 48 | $GEV | GE Vernova Inc. | Industrials | $907K | 0.6% | 954 | -0.2% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $905K | 0.6% | 1,248 | -1% | |||
| 50 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $897K | 0.6% | 1,801 | -2% | |||
| 51 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $895K | 0.6% | 13K | — | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $880K | 0.5% | 8,179 | -2% | |||
| 53 | $IAU | ISHARES GOLD TRUST | Financials | $879K | 0.5% | 11K | -0.2% | |||
| 54 | — | ISHARES MSCI EAFE (MKT) - MUTUAL FUNDS/EQ | — | $867K | 0.5% | 8,349 | +5% | |||
| 55 | $V | VISA INC. | Financials | $849K | 0.5% | 2,364 | -2% | |||
| 56 | $AVGO | Broadcom Inc. | Technology | $844K | 0.5% | 2,402 | -3% | |||
| 57 | — | ISHARES CORE S&P 500 (MKT) - MUTUAL FUNDS/EQ | — | $818K | 0.5% | 1,068 | +10% | |||
| 58 | — | ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUNDS/EQ | — | $816K | 0.5% | 5,995 | +1% | |||
| 59 | $AXP | AMERICAN EXPRESS CO | Financials | $781K | 0.5% | 2,568 | — | |||
| 60 | $ORCL | ORACLE CORP | Technology | $777K | 0.5% | 5,659 | -1% | |||
| 61 | $FDX | FEDEX CORP | Industrials | $771K | 0.5% | 2,703 | — | |||
| 62 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $751K | 0.5% | 825 | -0.1% | |||
| 63 | — | VANGUARD MORNINGSTAR SMALL-CAP - MUTUAL FUNDS/EQ | — | $739K | 0.5% | 3,200 | +15% | |||
| 64 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $732K | 0.5% | 2,572 | -4% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $684K | 0.4% | 5,399 | +13% | |||
| 66 | $MA | Mastercard Inc | Financials | $674K | 0.4% | 1,222 | -3% | |||
| 67 | — | VANGUARD S&P 500 ETF (MKT) - MUTUAL FUNDS/EQ | — | $659K | 0.4% | 940 | -5% | |||
| 68 | $PFE | PFIZER INC | Healthcare | $658K | 0.4% | 23K | +0.2% | |||
| 69 | — | ISHARES FALN ANGLS USD BD ETF - MUTUAL FUNDS/FI | — | $648K | 0.4% | 25K | — | |||
| 70 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $597K | 0.4% | 10K | -2% | |||
| 71 | $EMR | EMERSON ELECTRIC CO | Industrials | $594K | 0.4% | 3,831 | -0.7% | |||
| 72 | — | ISHARES ESG1 5 YR USD BD ETF - MUTUAL FUNDS/FI | — | $592K | 0.4% | 24K | +6% | |||
| 73 | $RTX | RTX Corp | Industrials | $587K | 0.4% | 3,164 | — | |||
| 74 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $587K | 0.4% | 3,404 | — | |||
| 75 | — | ISHARES MSCI USA MINIMUM - MUTUAL FUNDS/EQ | — | $585K | 0.4% | 6,000 | — | |||
| 76 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $580K | 0.4% | 38K | — | |||
| 77 | — | GLOBAL X US INFRASTRUCTURE ETF - MUTUAL FUNDS/EQ | — | $576K | 0.4% | 11K | +0.8% | |||
| 78 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $563K | 0.3% | 1,235 | -6% | |||
| 79 | $MCD | MCDONALDS CORP | Consumer Discretionary | $558K | 0.3% | 2,418 | -2% | |||
| 80 | $MMM | 3M CO | Healthcare | $539K | 0.3% | 3,282 | -3% | |||
| 81 | $MU | MICRON TECHNOLOGY INC | Technology | $504K | 0.3% | 473 | -0.6% | |||
| 82 | $BDX | BECTON DICKINSON & CO | Healthcare | $503K | 0.3% | 2,811 | -0.9% | |||
| 83 | $BA | BOEING CO | Industrials | $481K | 0.3% | 2,587 | -0.4% | |||
| 84 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $455K | 0.3% | 1,767 | — | |||
| 85 | $BLK | BlackRock, Inc. | Financials | $446K | 0.3% | 421 | -3% | |||
| 86 | — | ISHARES RUSSELL 2000 (MKT) - MUTUAL FUNDS/EQ | — | $438K | 0.3% | 1,576 | — | |||
| 87 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $419K | 0.3% | 2,275 | -2% | |||
| 88 | $LRCX | LAM RESEARCH CORP | Technology | $418K | 0.3% | 1,272 | -7% | |||
| 89 | $VLO | VALERO ENERGY CORP/TX | Energy | $402K | 0.3% | 1,038 | — | |||
| 90 | $APH | AMPHENOL CORP /DE/ | Technology | $396K | 0.2% | 4,696 | +110% | |||
| 91 | — | ISHARES INTERMEDIATE-TERM - MUTUAL FUNDS/FI | — | $386K | 0.2% | 7,672 | — | |||
| 92 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $380K | 0.2% | 1,800 | -4% | |||
| 93 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $362K | 0.2% | 2,250 | — | |||
| 94 | $CSX | CSX CORP | Industrials | $353K | 0.2% | 7,595 | -3% | |||
| 95 | $DUK | Duke Energy CORP | Utilities | $347K | 0.2% | 3,045 | — | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $343K | 0.2% | 3,271 | -0.5% | |||
| 97 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $339K | 0.2% | 1,280 | +300% | |||
| 98 | $NTRS | NORTHERN TRUST CORP | Financials | $339K | 0.2% | 2,000 | — | |||
| 99 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $337K | 0.2% | 3,947 | — | |||
| 100 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $331K | 0.2% | 6,072 | +4% | |||
| 101 | $LMT | LOCKHEED MARTIN CORP | Industrials | $316K | 0.2% | 620 | +13% | |||
| 102 | $NFLX | NETFLIX INC | Communication Services | $295K | 0.2% | 4,240 | -0.2% | |||
| 103 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $286K | 0.2% | 1,755 | -5% | |||
| 104 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $276K | 0.2% | 773 | — | |||
| 105 | $ABT | ABBOTT LABORATORIES | Healthcare | $260K | 0.2% | 2,628 | -12% | |||
| 106 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $258K | 0.2% | 3,318 | — | |||
| 107 | $HONA | Honeywell Aerospace Inc. | Industrials | $253K | 0.2% | 1,630 | -13% | |||
| 108 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $250K | 0.1% | 408 | -2% | |||
| 109 | $INTC | INTEL CORP | Technology | $242K | 0.1% | 2,011 | -13% | |||
| 110 | $MDT | Medtronic plc | Healthcare | $241K | 0.1% | 2,796 | — | |||
| 111 | $ETN | Eaton Corp plc | Industrials | $239K | 0.1% | 557 | -0.9% | |||
| 112 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $239K | 0.1% | 6,701 | — | |||
| 113 | — | VANGUARD MORNINGSTAR MID-CAP ETF - MUTUAL FUNDS/EQ | — | $237K | 0.1% | 3,024 | +18% | |||
| 114 | — | EATON VANCE - MUTUAL FUNDS/EQ | — | $234K | 0.1% | 17K | — | |||
| 115 | $LIN | LINDE PLC | Materials | $233K | 0.1% | 491 | -5% | |||
| 116 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $231K | 0.1% | 478 | — | |||
| 117 | $QCOM | QUALCOMM INC/DE | Technology | $227K | 0.1% | 1,235 | — | |||
| 118 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $224K | 0.1% | 1,779 | — | |||
| 119 | $PANW | Palo Alto Networks Inc | Technology | $224K | 0.1% | 563 | New | |||
| 120 | $TSLA | Tesla, Inc. | Consumer Discretionary | $223K | 0.1% | 629 | -1% | |||
| 121 | $WAT | WATERS CORP /DE/ | Healthcare | $221K | 0.1% | 502 | New | |||
| 122 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $220K | 0.1% | 599 | +24% | |||
| 123 | — | ISHARES RUSSELL 1000 GROWTH - MUTUAL FUNDS/EQ | — | $216K | 0.1% | 1,726 | New | |||
| 124 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $215K | 0.1% | 1,626 | — | |||
| 125 | — | ISHARES CORE MSCI EMERGING - MUTUAL FUNDS/EQ | — | $214K | 0.1% | 2,635 | New | |||
| 126 | $DHR | DANAHER CORP /DE/ | Healthcare | $207K | 0.1% | 933 | New | |||
| 127 | — | VANGUARD TAX-EXEMPT BOND INDEX - MUTUAL FUNDS / | — | $203K | 0.1% | 4,295 | — | |||
| 128 | $DE | DEERE & CO | Industrials | $203K | 0.1% | 302 | -10% | |||
| 129 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $202K | 0.1% | 273 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 29 added to, 59 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
$PANWPalo Alto Networks Inc$224K
first bought this quarter
$WATWATERS CORP /DE/$221K
first bought this quarter
- ISHARES RUSSELL 1000 GROWTH - MUTUAL FUNDS/EQ$216K
first bought this quarter
- ISHARES CORE MSCI EMERGING - MUTUAL FUNDS/EQ$214K
first bought this quarter
$DHRDANAHER CORP /DE/$207K
first bought this quarter
Added to (29)
- VANGUARD MORNINGSTAR TOTAL STOCK - MUTUAL FUNDS/EQ+16%
now $5.8M
- VANGUARD SHORT-TERM CORP BD IDX - MUTUAL FUNDS/FI+26%
now $2.6M
- ISHARES MSCI USA QUALITY FACTOR - MUTUAL FUNDS/EQ+40%
now $1.4M
- VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUNDS/EQ+17%
now $2.6M
- VANGUARD EMERGING MARKETS STOCK - MUTUAL FUNDS/EQ+14%
now $2.1M
- VANGUARD HIGH DIVIDEND YIELD - MUTUAL FUNDS/EQ+34%
now $1.0M
+23 more in the Excel export
Trimmed (59)
- ISHARES CORE TOTAL US BOND - MUTUAL FUNDS/FI-20%
now $2.8M
now $9.0M · held 8+ qtrs, 3 trims in a row
now $6.8M · held 8+ qtrs, 4 trims in a row
now $3.3M · held 8+ qtrs
$SPYSPDR S&P 500 ETF TRUST-5%
now $1.6M · held 8+ qtrs, 2 trims in a row
now $4.9M · held 8+ qtrs, 2 trims in a row
+53 more in the Excel export
Holdings by quarter
Every 13F Exchange Bank has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow Exchange Bank?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Exchange Bank's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 9% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
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 Q4 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
Exchange Bank disclosed 129 positions worth $161.6M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.5% of the equity portfolio, followed by $JNJ and $CAT. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $PANW. The portfolio is most concentrated in Other (28.5% of disclosed assets). All figures are sourced directly from Exchange Bank’s Form 13F-HR filing with the SEC under CIK 2001155.
Funds like this
managers whose biggest positions overlap Exchange Bank'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: Exchange Bank
13F Pro is an AI hedge fund tracker and stock research platform. For Exchange Bank (SEC CIK: 2001155), 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 Exchange Bank'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.