MOSAIC FINANCIAL GROUP, LLC
Sector Allocation
- Other47.3%$73.9M
- Technology16.4%$25.7M
- Financials12.0%$18.8M
- Industrials6.5%$10.1M
- Healthcare4.9%$7.7M
- Energy3.9%$6.1M
- Communication Services3.6%$5.7M
- Consumer Discretionary2.7%$4.2M
- Materials1.1%$1.7M
- Consumer Staples0.9%$1.4M
AUM History
13fpro.ai/research/fund/mosaic-financial-group-llc-2011050
Conviction and streaks
Stable · top 10 = 44.0%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 — Q2 2026
- ISHARES$17.8M
- VANGUARD$17.3M
UNP
$6.2MMSFT
$5.9MAAPL
$5.2MIVZ
$4.1MGOOGL
$3.2MT
$3.2MJPM
$3.1M- PIMCO$2.7M
QQQ
$2.7M- VANGUARD$2.6M
LLY
$2.5MNVS
$2.3M- VANGUARD$2.2M
AVGO
$2.0MNVDA
$2.0M- ISHARES$1.9M
- FIRST$1.7M
MU
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mosaic-financial-group-llc-2011050
MOSAIC FINANCIAL GROUP, LLC 13F holdings — Q2 2026
$156.4M portfolio (+11.0% QoQ) · 134 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$17.8M
11.4% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$17.3M
11.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.2M
4.0% of stocks
-3%This quarter-0.3%Since filed7+ qtrsHeldAIQuality70.6#202Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.9M
3.7% of stocks
-4%This quarter+7.2%Since filed7+ qtrsHeld$5.2M
3.4% of stocks
-3%This quarter+12.7%Since filed7+ qtrsHeld$4.1M
2.6% of stocks
+0.1%This quarter-11.8%Since filed7+ qtrsHeld$3.2M
2.1% of stocks
-8%This quarter-8.7%Since filed7+ qtrsHeld$3.2M
2.0% of stocks
+18%This quarter-15.2%Since filed7+ qtrsHeld$3.1M
2.0% of stocks
+3%This quarter-8.0%Since filed7+ qtrsHeld- 10
PIMCO ETF TR - MULTISECTOR BD
$2.7M
1.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — MOSAIC FINANCIAL GROUP, LLC (Q2 2026)
134 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 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.7M | 1.7% | 3,615 | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.6M | 1.6% | 6,976 | +0.5% | — | — | 13F |
| 13 | ELI LILLY & Co | Healthcare | $2.5M | 1.6% | 2,072 | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NOVARTIS AGadr | Healthcare | $2.3M | 1.5% | 15K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $2.2M | 1.4% | 22K | +10% | — | — | 13F |
| 16 | Broadcom Inc. | Technology | $2.0M | 1.3% | 5,412 | -8% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NVIDIA CORP | Technology | $2.0M | 1.3% | 9,918 | +11% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $1.9M | 1.2% | 6,456 | -0.5% | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $1.7M | 1.1% | 6,343 | +0.6% | — | — | 13F |
| 20 | MICRON TECHNOLOGY INC | Technology | $1.7M | 1.1% | 1,449 | +0.1% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WisdomTree, Inc. | Financials | $1.6M | 1.1% | 17K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BANK OF AMERICA CORP /DE/ | Financials | $1.5M | 1.0% | 27K | +15% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $1.5M | 1.0% | 34K | +0.6% | — | — | 13F |
| 24 | AMAZON COM INC | Consumer Discretionary | $1.5M | 1.0% | 6,402 | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CHEVRON CORP | Energy | $1.5M | 1.0% | 9,181 | -8% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.5M | 1.0% | 19K | +300% | |||
| 27 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 1.0% | 2 | — | |||
| 28 | $COP | CONOCOPHILLIPS | Energy | $1.4M | 0.9% | 14K | -6% | |||
| 29 | $SU | SUNCOR ENERGY INC | Energy | $1.4M | 0.9% | 25K | — | |||
| 30 | — | ISHARES TR - CORE DIV GRWTH | — | $1.3M | 0.8% | 17K | +0.1% | |||
| 31 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.3M | 0.8% | 8,354 | +17% | |||
| 32 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.8% | 1,658 | +0.1% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.8% | 3,393 | +4% | |||
| 34 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.1M | 0.7% | 14K | — | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.7% | 4,060 | -0.7% | |||
| 36 | $RYAN | RYAN SPECIALTY HOLDINGS, INC. | Financials | $1.1M | 0.7% | 29K | — | |||
| 37 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $1.1M | 0.7% | 11K | +14% | |||
| 38 | — | SPDR SER TR - PORTFLI INTRMDIT | — | $1.0M | 0.7% | 36K | -5% | |||
| 39 | $MRK | Merck & Co., Inc. | Healthcare | $982K | 0.6% | 7,641 | -0.9% | |||
| 40 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT INC | — | $969K | 0.6% | 19K | +3% | |||
| 41 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $860K | 0.6% | 6,048 | +3% | |||
| 42 | $BATRA | Atlanta Braves Holdings, Inc. | Communication Services | $860K | 0.6% | 17K | +29% | |||
| 43 | $GS | GOLDMAN SACHS GROUP INC | Financials | $828K | 0.5% | 819 | +0.4% | |||
| 44 | $KKR | KKR & Co. Inc. | Financials | $827K | 0.5% | 9,015 | +29% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $816K | 0.5% | 5,972 | -2% | |||
| 46 | — | MORGAN STANLET ETF TRUST - EATON VANCE TOTAL | — | $803K | 0.5% | 16K | +0.8% | |||
| 47 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $791K | 0.5% | 30K | +24% | |||
| 48 | $BHP | BHP Group Ltd | Materials | $692K | 0.4% | 8,308 | -17% | |||
| 49 | $OKE | ONEOK INC /NEW/ | Energy | $679K | 0.4% | 7,814 | -6% | |||
| 50 | — | FIDELITY COVINGTON TRUST - ENHANCED MID | — | $675K | 0.4% | 17K | +18% | |||
| 51 | — | ISHARES TR - FLTG RATE NT ETF | — | $671K | 0.4% | 13K | — | |||
| 52 | — | ISHARES TR - RUS 1000 GRW ETF | — | $668K | 0.4% | 5,377 | +300% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $650K | 0.4% | 7,859 | -4% | |||
| 54 | $BX | Blackstone Inc. | Financials | $644K | 0.4% | 5,476 | +0.3% | |||
| 55 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $644K | 0.4% | 844 | +0.2% | |||
| 56 | $UAL | United Airlines Holdings, Inc. | Industrials | $639K | 0.4% | 4,699 | +0.1% | |||
| 57 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $631K | 0.4% | 7,638 | +0.3% | |||
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | — | $630K | 0.4% | 2,890 | +54% | |||
| 59 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $615K | 0.4% | 7,134 | +500% | |||
| 60 | — | ISHARES TR - MSCI EAFE ETF | — | $611K | 0.4% | 5,885 | +0.4% | |||
| 61 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $610K | 0.4% | 3,862 | +0.1% | |||
| 62 | — | VANGUARD WORLD FDS - FINANCIALS ETF | — | $610K | 0.4% | 4,633 | +0.2% | |||
| 63 | $FCX | FREEPORT-MCMORAN INC | Materials | $607K | 0.4% | 9,647 | +0.2% | |||
| 64 | — | ISHARES TR - CORE S&P SCP ETF | — | $570K | 0.4% | 3,842 | -1% | |||
| 65 | $DAL | DELTA AIR LINES, INC. | Industrials | $570K | 0.4% | 6,090 | +0.2% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $566K | 0.4% | 12K | +0.9% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $551K | 0.3% | 7,971 | +0.1% | |||
| 68 | — | FIRST TR EXCHANGE TRADED FD - HLTH CARE ALPH | — | $526K | 0.3% | 4,300 | — | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | — | $521K | 0.3% | 2,668 | +0.4% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $521K | 0.3% | 7,919 | — | |||
| 71 | $LMT | LOCKHEED MARTIN CORP | Industrials | $511K | 0.3% | 1,003 | — | |||
| 72 | $AZN | ASTRAZENECA PLC | Healthcare | $493K | 0.3% | 2,601 | — | |||
| 73 | $CAT | CATERPILLAR INC | Industrials | $490K | 0.3% | 460 | +0.2% | |||
| 74 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $481K | 0.3% | 5,395 | New | |||
| 75 | $DOV | DOVER Corp | Industrials | $471K | 0.3% | 2,099 | +0.2% | |||
| 76 | $CSCO | CISCO SYSTEMS, INC. | Technology | $464K | 0.3% | 3,947 | +0.2% | |||
| 77 | $MS | MORGAN STANLEY | Financials | $457K | 0.3% | 2,184 | +0.2% | |||
| 78 | — | SELECT SECTOR SPDR TR - FINANCIAL | — | $456K | 0.3% | 8,501 | +0.2% | |||
| 79 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $451K | 0.3% | 8,941 | +0.7% | |||
| 80 | $KO | COCA COLA CO | Consumer Staples | $442K | 0.3% | 5,444 | +29% | |||
| 81 | — | ISHARES TR - MSCI USA QLT FCT | — | $430K | 0.3% | 1,958 | — | |||
| 82 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $428K | 0.3% | 4,443 | +0.2% | |||
| 83 | $BY | BYLINE BANCORP, INC. | Financials | $426K | 0.3% | 11K | — | |||
| 84 | — | ISHARES TR - S&P 500 VAL ETF | — | $394K | 0.3% | 1,735 | +0.3% | |||
| 85 | $KMB | KIMBERLY CLARK CORP | Materials | $384K | 0.3% | 3,501 | +0.1% | |||
| 86 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $384K | 0.3% | 1,943 | -9% | |||
| 87 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $369K | 0.2% | 5,122 | -1% | |||
| 88 | — | ISHARES TR - MSCI INTL QUALTY | — | $367K | 0.2% | 7,412 | +1% | |||
| 89 | — | ISHARES TR - CORE MSCI EAFE | — | $364K | 0.2% | 3,772 | +1% | |||
| 90 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $358K | 0.2% | 966 | +0.2% | |||
| 91 | — | VANECK ETF TRUST - CLO ETF | — | $350K | 0.2% | 6,611 | +1% | |||
| 92 | $RTX | RTX Corp | Industrials | $349K | 0.2% | 1,841 | -0.4% | |||
| 93 | — | VANGUARD WORLD FDS - HEALTH CAR ETF | — | $345K | 0.2% | 1,154 | — | |||
| 94 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $344K | 0.2% | 3,307 | — | |||
| 95 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $335K | 0.2% | 2,287 | -6% | |||
| 96 | $KYMR | Kymera Therapeutics, Inc. | Healthcare | $331K | 0.2% | 2,890 | — | |||
| 97 | — | ISHARES TR - 3 7 YR TREAS BD | — | $328K | 0.2% | 2,790 | +0.5% | |||
| 98 | $JNJ | JOHNSON & JOHNSON | Healthcare | $325K | 0.2% | 1,279 | -0.2% | |||
| 99 | $QCOM | QUALCOMM INC/DE | Technology | $324K | 0.2% | 1,753 | -0.8% | |||
| 100 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $322K | 0.2% | 674 | -5% | |||
| 101 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $300K | 0.2% | 516 | New | |||
| 102 | $PM | Philip Morris International Inc. | Consumer Staples | $300K | 0.2% | 1,661 | -4% | |||
| 103 | — | ISHARES TR - MSCI USA MIN VOL | — | $299K | 0.2% | 3,100 | -8% | |||
| 104 | $ANET | Arista Networks, Inc. | Technology | $290K | 0.2% | 1,708 | New | |||
| 105 | $AMGN | AMGEN INC | Healthcare | $284K | 0.2% | 785 | +0.5% | |||
| 106 | — | ISHARES TR - EAFE SML CP ETF | — | $282K | 0.2% | 3,422 | +10% | |||
| 107 | $EQIX | EQUINIX INC | Real Estate | $276K | 0.2% | 265 | — | |||
| 108 | $PBA | PEMBINA PIPELINE CORP | Energy | $275K | 0.2% | 5,950 | -12% | |||
| 109 | $MDT | Medtronic plc | Healthcare | $271K | 0.2% | 3,469 | — | |||
| 110 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $270K | 0.2% | 540 | -58% | |||
| 111 | $PL | Planet Labs PBC | Technology | $258K | 0.2% | 7,776 | — | |||
| 112 | $PLD | Prologis, Inc. | Real Estate | $255K | 0.2% | 1,885 | -3% | |||
| 113 | $BST | BlackRock Science & Technology Trust | — | $254K | 0.2% | 5,004 | New | |||
| 114 | — | Baillie Gifford - Global Growth ETF | — | $253K | 0.2% | 7,183 | New | |||
| 115 | $GD | GENERAL DYNAMICS CORP | Industrials | $253K | 0.2% | 713 | — | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $250K | 0.2% | 5,313 | — | |||
| 117 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $248K | 0.2% | 3,475 | — | |||
| 118 | — | ALPS ETF TR - ALERIAN MLP | — | $246K | 0.2% | 4,735 | +2% | |||
| 119 | $CB | Chubb Ltd | Financials | $244K | 0.2% | 716 | +0.1% | |||
| 120 | $DE | DEERE & CO | Industrials | $239K | 0.1% | 377 | — | |||
| 121 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $238K | 0.1% | 2,613 | New | |||
| 122 | $ABNB | Airbnb, Inc. | Technology | $230K | 0.1% | 1,605 | -0.3% | |||
| 123 | $GLD | SPDR GOLD TRUST | Financials | $228K | 0.1% | 618 | — | |||
| 124 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $228K | 0.1% | 625 | New | |||
| 125 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $226K | 0.1% | 747 | New | |||
| 126 | — | PIMCO ETF TR - MBS ETF | — | $225K | 0.1% | 4,560 | +1% | |||
| 127 | $VST | Vistra Corp. | Utilities | $221K | 0.1% | 1,394 | New | |||
| 128 | $GE | GENERAL ELECTRIC CO | Industrials | $216K | 0.1% | 579 | New | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $213K | 0.1% | 2,422 | -5% | |||
| 130 | $EMR | EMERSON ELECTRIC CO | Industrials | $211K | 0.1% | 1,476 | New | |||
| 131 | $EW | Edwards Lifesciences Corp | Healthcare | $204K | 0.1% | 2,250 | New | |||
| 132 | — | ISHARES TR - MSCI INTL VLU FT | — | $200K | 0.1% | 4,787 | New | |||
| 133 | $ERIC | ERICSSON LM TELEPHONE CO | Technology | $172K | 0.1% | 15K | New | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $145K | 0.1% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 65 added to, 32 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- AMERICAN CENTY ETF TR - INTL EQT ETF$481K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$300K
first bought this quarter
$ANETArista Networks, Inc.$290K
first bought this quarter
$BSTBlackRock Science & Technology Trust$254K
first bought this quarter
- Baillie Gifford - Global Growth ETF$253K
first bought this quarter
$MCHPMICROCHIP TECHNOLOGY INC$238K
first bought this quarter
+8 more in the Excel export
Added to (65)
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $1.5M
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $615K
- ISHARES TR - RUS 1000 GRW ETF+300%
now $668K
now $3.2M · held 7+ qtrs
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+2%
now $17.3M
- VANGUARD INDEX FDS - VALUE ETF+54%
now $630K
+59 more in the Excel export
Trimmed (32)
$BRK.BBERKSHIRE HATHAWAY INC-58%
now $270K · held 7+ qtrs, 2 trims in a row
now $3.2M · held 7+ qtrs
now $5.9M · held 7+ qtrs
now $6.2M · held 7+ qtrs, 2 trims in a row
now $2.0M · held 7+ qtrs, 6 trims in a row
now $5.2M · held 7+ qtrs, 3 trims in a row
+26 more in the Excel export
Holdings by quarter
Every 13F MOSAIC FINANCIAL GROUP, LLC has filed, 9 earlier quarters. Pick one to see what it held then.
Is it too late to follow MOSAIC FINANCIAL GROUP?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MOSAIC FINANCIAL GROUP's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
44%
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
MOSAIC FINANCIAL GROUP, LLC disclosed 134 positions worth $156.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 6 and a full exit from $ORCL. The portfolio is most concentrated in Other (47.3% of disclosed assets). All figures are sourced directly from MOSAIC FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 2011050.
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AI-Powered Hedge Fund Analysis: MOSAIC FINANCIAL GROUP, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MOSAIC FINANCIAL GROUP, LLC (SEC CIK: 2011050), 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 MOSAIC FINANCIAL GROUP, 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.