Pioneer Family Office, LLC
Sector Allocation
- Other84.6%$164.2M
- Financials12.6%$24.4M
- Technology1.4%$2.7M
- Healthcare0.5%$888,626
- Consumer Discretionary0.4%$862,124
- Consumer Staples0.3%$545,978
- Energy0.1%$275,307
- Industrials0.1%$175,152
- Communication Services0.0%$15,995
AUM History
13fpro.ai/research/fund/pioneer-family-office-llc-2135110
Conviction and streaks
Stable · top 10 = 90.6%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
- VANGUARD$67.8M
QQQ
$28.2M- VANGUARD$25.4M
IVZ
$17.8M- VANECK$13.2M
- ISHARES$12.5M
- ISHARES$4.9M
IVZ
$2.8MSPY
$1.9M- VANECK$1.4M
OUNZ
$988K- VANECK$981K
- SELECT$878K
AAPL
$867K- ISHARES$847K
- SPDR$827K
- VANGUARD$679K
AMZN
$620KIVZ
$509KV
$497K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pioneer-family-office-llc-2135110
Pioneer Family Office, LLC 13F holdings — Q2 2026
$194.0M portfolio (+24.6% QoQ) · 129 holdings · Q2 2026 13F · top 10 are 91% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$67.8M
35.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $28.2M
14.5% of stocks
+3%This quarter+5.4%Since filed3+ qtrsHeld- 3
VANGUARD WORLD FD - INF TECH ETF
$25.4M
13.1% of stocks
+752%This quarter—Since filed—HeldAIQuality—Est. buy— $17.8M
9.2% of stocks
NewThis quarter-3.1%Since filedNew this quarterHeld- 5
VANECK ETF TRUST - FALLEN ANGEL HG
$13.2M
6.8% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - MSCI INTL VLU FT
$12.5M
6.4% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ISHARES SEMICDTR
$4.9M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $2.8M
1.5% of stocks
+0.6%This quarter-3.1%Since filed3+ qtrsHeld$1.9M
1.0% of stocks
No changeThis quarter+3.3%Since filed3+ qtrsHeld- 10
VANECK ETF TRUST - MRNGSTR WDE MOAT
$1.4M
0.7% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $67.8M | 35.0% | +7% | — | — | — | — | |
| 2 | $28.2M | 14.5% | +3% | +5.4% | 3+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD WORLD FD - INF TECH ETF | $25.4M | 13.1% | +752% | — | — | — | — | |
| 4 | $17.8M | 9.2% | New | -3.1% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANECK ETF TRUST - FALLEN ANGEL HG | $13.2M | 6.8% | -0.7% | — | — | — | — | |
| 6 | ISHARES TR - MSCI INTL VLU FT | $12.5M | 6.4% | -1.0% | — | — | — | — | |
| 7 | ISHARES TR - ISHARES SEMICDTR | $4.9M | 2.5% | New | — | New this quarter | — | — | |
| 8 | $2.8M | 1.5% | +0.6% | -3.1% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $1.9M | 1.0% | No change | +3.3% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $1.4M | 0.7% | No change | — | — | — | — |
All holdings — Pioneer Family Office, LLC (Q2 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 | VanEck Merk Gold ETFetf/fund | Financials | $988K | 0.5% | 26K | +5% | 3+ qtrsAdded 2 qtrs in a row | 33.6 | 13F | |
| 12 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $981K | 0.5% | 1,495 | +21% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $878K | 0.5% | 4,611 | +0.2% | — | — | 13F |
| 14 | Apple Inc. | Technology | $867K | 0.5% | 2,997 | — | 3+ qtrs | 75.7 | 13F | |
| 15 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $847K | 0.4% | 11K | +22% | — | — | 13F |
| 16 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $827K | 0.4% | 9,410 | +2% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $679K | 0.3% | 7,878 | +452% | — | — | 13F |
| 18 | AMAZON COM INC | Consumer Discretionary | $620K | 0.3% | 2,602 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Invesco Ltd. | Financials | $509K | 0.3% | 8,319 | +192% | 3+ qtrs | — | 13F | |
| 20 | VISA INC. | Financials | $497K | 0.3% | 1,450 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WisdomTree Bitcoin Fund | Financials | $485K | 0.3% | 35K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $455K | 0.2% | 450 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $442K | 0.2% | 2,030 | -9% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $434K | 0.2% | 579 | — | — | — | 13F |
| 25 | — | ISHARES INC - MSCI ISRAEL ETFetf/fund | — | $400K | 0.2% | 3,315 | -97% | — | — | 13F |
| 26 | $WMT | Walmart Inc. | Consumer Staples | $351K | 0.2% | 3,097 | — | |||
| 27 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $349K | 0.2% | 4,892 | -16% | |||
| 28 | $ABBV | AbbVie Inc. | Healthcare | $307K | 0.2% | 1,221 | New | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $301K | 0.1% | 806 | — | |||
| 30 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $245K | 0.1% | 15K | -18% | |||
| 31 | $ALAB | Astera Labs, Inc. | Technology | $237K | 0.1% | 490 | +326% | |||
| 32 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $221K | 0.1% | 130 | +86% | |||
| 33 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $216K | 0.1% | 1,860 | — | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $212K | 0.1% | 600 | — | |||
| 35 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | — | $187K | 0.1% | 4,045 | — | |||
| 36 | — | ISHARES TR - LATN AMER 40 ETF | — | $184K | 0.1% | 5,450 | -12% | |||
| 37 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $183K | 0.1% | 440 | — | |||
| 38 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $172K | 0.1% | 2,086 | +42% | |||
| 39 | $NVDA | NVIDIA CORP | Technology | $172K | 0.1% | 860 | — | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $159K | 0.1% | 170 | — | |||
| 41 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $154K | 0.1% | 3,177 | -23% | |||
| 42 | $NBIS | Nebius Group N.V. | Technology | $148K | 0.1% | 535 | New | |||
| 43 | — | GLOBAL X FDS - GB MSCI AR ETF | — | $146K | 0.1% | 1,600 | — | |||
| 44 | $LLY | ELI LILLY & Co | Healthcare | $144K | 0.1% | 120 | -50% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $142K | 0.1% | 558 | — | |||
| 46 | — | VANECK ETF TRUST - EMERGING MRKT HI | — | $139K | 0.1% | 1,000 | — | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $138K | 0.1% | 275 | New | |||
| 48 | $HODL | VanEck Bitcoin ETF | Financials | $133K | 0.1% | 8,000 | — | |||
| 49 | — | ISHARES TR - CORE US AGGBD ET | — | $130K | 0.1% | 1,309 | — | |||
| 50 | $WT | WisdomTree, Inc. | Financials | $128K | 0.1% | 1,340 | — | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $128K | 0.1% | 1,637 | -26% | |||
| 52 | $GLD | SPDR GOLD TRUST | Financials | $123K | 0.1% | 333 | — | |||
| 53 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $120K | 0.1% | 2,007 | -17% | |||
| 54 | $AXP | AMERICAN EXPRESS CO | Financials | $118K | 0.1% | 350 | — | |||
| 55 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $117K | 0.1% | 2,105 | — | |||
| 56 | $ORCL | ORACLE CORP | Technology | $117K | 0.1% | 800 | — | |||
| 57 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR | — | $116K | 0.1% | 3,940 | — | |||
| 58 | $OBDC | Blue Owl Capital Corp | Other | $114K | 0.1% | 11K | — | |||
| 59 | $SLV | iShares Silver Trust | Financials | $101K | 0.1% | 1,895 | +658% | |||
| 60 | — | ISHARES TR - IBONDS DEC 2031 | — | $99K | 0.1% | 4,741 | — | |||
| 61 | — | ISHARES INC - MSCI BRAZIL ETF | — | $97K | 0.1% | 2,800 | — | |||
| 62 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $93K | 0.1% | 160 | — | |||
| 63 | — | ISHARES TR - CORE MSCI EAFE | — | $88K | 0.1% | 906 | — | |||
| 64 | $LMT | LOCKHEED MARTIN CORP | Industrials | $86K | 0.0% | 168 | +100% | |||
| 65 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $85K | 0.0% | 2,500 | — | |||
| 66 | $META | Meta Platforms, Inc. | Technology | $77K | 0.0% | 136 | -78% | |||
| 67 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ | — | $73K | 0.0% | 1,896 | — | |||
| 68 | — | ISHARES TR - CORE S&P MCP ETF | — | $61K | 0.0% | 787 | — | |||
| 69 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $55K | 0.0% | 181 | -18% | |||
| 70 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $53K | 0.0% | 1,140 | -30% | |||
| 71 | $PANW | Palo Alto Networks Inc | Technology | $51K | 0.0% | 150 | — | |||
| 72 | — | ISHARES TR - JPMORGAN USD EMG | — | $51K | 0.0% | 525 | New | |||
| 73 | $SDHY | PGIM Short Duration High Yield Opportunities Fund | Other | $50K | 0.0% | 3,045 | -38% | |||
| 74 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $49K | 0.0% | 617 | +34% | |||
| 75 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $48K | 0.0% | 627 | -31% | |||
| 76 | — | ISHARES TR - 20 YR TR BD ETF | — | $48K | 0.0% | 552 | +85% | |||
| 77 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $47K | 0.0% | 689 | -31% | |||
| 78 | $JPM | JPMORGAN CHASE & CO | Financials | $46K | 0.0% | 142 | — | |||
| 79 | — | ISHARES TR - CORE MSCI EURO | — | $45K | 0.0% | 604 | +24% | |||
| 80 | — | PETROLEO BRASILEIRO S A - SP ADR NON VTG | — | $44K | 0.0% | 3,000 | — | |||
| 81 | $GD | GENERAL DYNAMICS CORP | Industrials | $43K | 0.0% | 120 | — | |||
| 82 | $TOST | Toast, Inc. | Technology | $42K | 0.0% | 1,500 | New | |||
| 83 | $WT | WisdomTree, Inc. | Financials | $42K | 0.0% | 240 | — | |||
| 84 | $ADBE | ADOBE INC. | Technology | $41K | 0.0% | 200 | — | |||
| 85 | — | ISHARES TR - 3 7 YR TREAS BD | — | $41K | 0.0% | 347 | -9% | |||
| 86 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $39K | 0.0% | 75 | — | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $39K | 0.0% | 730 | +6% | |||
| 88 | $SOUN | SOUNDHOUND AI, INC. | Technology | $39K | 0.0% | 6,000 | +50% | |||
| 89 | $FDX | FEDEX CORP | Industrials | $38K | 0.0% | 120 | — | |||
| 90 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $37K | 0.0% | 442 | -8% | |||
| 91 | $PM | Philip Morris International Inc. | Consumer Staples | $36K | 0.0% | 200 | — | |||
| 92 | $ANET | Arista Networks, Inc. | Technology | $34K | 0.0% | 200 | New | |||
| 93 | — | WEDBUSH SER TR - DAN IVE REVO ETF | — | $32K | 0.0% | 850 | — | |||
| 94 | $APP | AppLovin Corp | Technology | $31K | 0.0% | 60 | New | |||
| 95 | $CVX | CHEVRON CORP | Energy | $30K | 0.0% | 180 | — | |||
| 96 | $PATH | UiPath, Inc. | Technology | $27K | 0.0% | 2,500 | New | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $26K | 0.0% | 163 | +3% | |||
| 98 | — | ISHARES TR - 7-10 YR TRSY BD | — | $26K | 0.0% | 270 | +10% | |||
| 99 | $PLTR | Palantir Technologies Inc. | Technology | $23K | 0.0% | 200 | New | |||
| 100 | — | VANECK ETF TRUST - LOW CARBN ENERGY | — | $21K | 0.0% | 145 | — | |||
| 101 | — | ISHARES TR - IBONDS DEC 29 | — | $21K | 0.0% | 910 | — | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $20K | 0.0% | 184 | -24% | |||
| 103 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $19K | 0.0% | 200 | — | |||
| 104 | — | ISHARES TR - RUSSELL 2000 ETF | — | $17K | 0.0% | 55 | — | |||
| 105 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $16K | 0.0% | 180 | — | |||
| 106 | — | ISHARES TR - CORE S&P SCP ETF | — | $16K | 0.0% | 106 | -12% | |||
| 107 | $ORMP | ORAMED PHARMACEUTICALS INC. | Healthcare | $14K | 0.0% | 3,000 | — | |||
| 108 | $ABT | ABBOTT LABORATORIES | Healthcare | $12K | 0.0% | 133 | New | |||
| 109 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $12K | 0.0% | 70 | New | |||
| 110 | — | ISHARES TR - ISHARES BIOTECH | — | $11K | 0.0% | 55 | — | |||
| 111 | — | ISHARES TR - US TRSPRTION | — | $10K | 0.0% | 116 | New | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $10K | 0.0% | 85 | +8% | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $10K | 0.0% | 218 | +6% | |||
| 114 | — | ISHARES TR - EXPND TEC SC ETF | — | $10K | 0.0% | 60 | -17% | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $10K | 0.0% | 189 | New | |||
| 116 | — | PROSHARES TR - ULTRAPRO SHORT | — | $9K | 0.0% | 260 | — | |||
| 117 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $9K | 0.0% | 60 | New | |||
| 118 | — | ISHARES TR - MSCI ACWI EX US | — | $8K | 0.0% | 110 | — | |||
| 119 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $8K | 0.0% | 67 | — | |||
| 120 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $8K | 0.0% | 75 | — | |||
| 121 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $7K | 0.0% | 62 | -11% | |||
| 122 | $GPRO | GoPro, Inc. | Technology | $5K | 0.0% | 6,150 | — | |||
| 123 | — | ISHARES TR - EAFE VALUE ETF | — | $4K | 0.0% | 50 | — | |||
| 124 | $NIO | NIO Inc. | Consumer Discretionary | $2K | 0.0% | 350 | — | |||
| 125 | $PYPL | PayPal Holdings, Inc. | Financials | $2K | 0.0% | 40 | — | |||
| 126 | $ELOX | Eloxx Pharmaceuticals, Inc. | Healthcare | $1K | 0.0% | 96 | New | |||
| 127 | $LCID | Lucid Group, Inc. | Consumer Discretionary | $335 | 0.0% | 50 | — | |||
| 128 | $INO | INOVIO PHARMACEUTICALS, INC. | Healthcare | $320 | 0.0% | 291 | — | |||
| 129 | $AAL | American Airlines Group Inc. | Industrials | $289 | 0.0% | 16 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 25 added to, 23 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- ISHARES TR - ISHARES SEMICDTR$4.9M
first bought this quarter
$ABBVAbbVie Inc.$307K
first bought this quarter
$NBISNebius Group N.V.$148K
first bought this quarter
$BRK.BBERKSHIRE HATHAWAY INC$138K
first bought this quarter
- ISHARES TR - JPMORGAN USD EMG$51K
first bought this quarter
$TOSTToast, Inc.$42K
first bought this quarter
+11 more in the Excel export
Added to (25)
- VANGUARD WORLD FD - INF TECH ETF+752%
now $25.4M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+7%
now $67.8M
$QQQINVESCO QQQ TRUST, SERIES 1+3%
now $28.2M · held 3+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+452%
now $679K
$ALABAstera Labs, Inc.+326%
now $237K · held 2 qtrs, 2 adds in a row
- VANECK ETF TRUST - SEMICONDUCTR ETF+21%
now $981K
+19 more in the Excel export
Trimmed (23)
- ISHARES INC - MSCI ISRAEL ETF-97%
now $400K
$LLYELI LILLY & Co-50%
now $144K · held 3+ qtrs, 2 trims in a row
- ISHARES TR - MSCI INTL VLU FT-1.0%
now $12.5M
- VANECK ETF TRUST - FALLEN ANGEL HG-0.7%
now $13.2M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-16%
now $349K
$PBRPETROBRAS - PETROLEO BRASILEIRO SA-18%
now $245K · held 3+ qtrs
+17 more in the Excel export
Sold out (11)
- GLOBAL X FDSwas $2.1M
- FIRST TR EXCHANGE TRADED FDwas $353K
- ISHARES TRwas $103K
- DIREXION SHARES ETF TRUSTwas $102K
- ALPS ETF TRwas $63K
$XOM.R34088EXXON MOBIL CORPwas $44K
+5 more in the Excel export
Holdings by quarter
Every 13F Pioneer Family Office, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pioneer Family Office?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pioneer Family Office's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+2.0%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter
Top 10 weight
91%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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 2025 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
Pioneer Family Office, LLC disclosed 129 positions worth $194.0M in its Form 13F-HR for Q2 2026, followed by $QQQ. During the quarter the fund opened 17 new positions and exited 11. The portfolio is most concentrated in Other (84.6% of disclosed assets). All figures are sourced directly from Pioneer Family Office, LLC’s Form 13F-HR filing with the SEC under CIK 2135110.
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AI-Powered Hedge Fund Analysis: Pioneer Family Office, LLC
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Every holding in Pioneer Family Office, 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.