What does BEAM WEALTH ADVISORS, INC. hold?

BEAM WEALTH ADVISORS, INC.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1803426.

What is BEAM WEALTH ADVISORS, INC.'s AUM?

BEAM WEALTH ADVISORS, INC. reported approximately $453.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.6B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source BEAM WEALTH ADVISORS, INC.'s holdings?

All BEAM WEALTH ADVISORS, INC. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1803426. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BEAM WEALTH ADVISORS, INC.'s 13F data updated on 13F Pro?

BEAM WEALTH ADVISORS, INC.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BEAM WEALTH ADVISORS, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803426

Institutional-grade research for retail investors

Sector Allocation

Other85.2%$386.2M
Financials5.7%$26.0M
Technology4.0%$18.0M
Energy1.9%$8.6M
Consumer Staples1.4%$6.3M
Healthcare1.0%$4.5M
Consumer Discretionary0.7%$3.1M
Communication Services0.2%$715,659

AUM History

13fpro.ai/research/fund/beam-wealth-advisors-inc-1803426

Conviction and streaks

Stable · top 10 = 50.9%

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.

$Conviction hold17.4% weight · held 10 quarters

$Conviction hold6.3% weight · held 9 quarters

$Conviction hold5.9% weight · held 10 quarters

$Conviction hold5.2% weight · held 9 quarters

$Conviction hold4.1% weight · held 4 quarters

$Accumulating+518% shares · 8 quarters running

$Accumulating+392% shares · 8 quarters running

$Accumulating+325% shares · 8 quarters running

$Accumulating+125% shares · 5 quarters running

$Accumulating+262% shares · 5 quarters running

$KMITrimming-50% shares · 8 quarters running

$VTRSTrimming-59% shares · 8 quarters running

$NVDATrimming-64% shares · 7 quarters running

$AAPLTrimming-24% shares · 7 quarters running

$Trimming-47% shares · 7 quarters running

Largest positions — Q2 2026

ISHARES
$79.1M
VANECK
$28.5M
ISHARES
$26.9M
ISHARES
$23.6M
DOUBLELINE
$18.5M
J
$14.3M
VANGUARD
$10.9M
HARRIS
$10.8M
NVDA
$9.6M
ISHARES
$8.8M
SPDR
$8.7M
ISHARES
$7.1M
VANGUARD
$7.1M
AAPL
$7.0M
ISHARES
$6.7M
ISHARES
$6.7M
ISHARES
$6.6M
J
$6.3M
ISHARES
$4.7M
SPDR
$4.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/beam-wealth-advisors-inc-1803426

BEAM WEALTH ADVISORS, INC. 13F holdings — Q2 2026

$453.4M portfolio (+12.9% QoQ) · 117 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$79.1M
17.4% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANECK ETF TRUST - REAL ASSETS ETF
$28.5M
6.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES INC - MSCI EMRG CHN
$26.9M
5.9% of stocks
-10%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - MRGSTR MD CP GRW
$23.6M
5.2% of stocks
-8%This quarter—Since filed—Held
AIQuality—Est. buy—
5
DOUBLELINE ETF TRUST - ASSE BA SECS ETF
$18.5M
4.1% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
6
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$14.3M
3.1% of stocks
+78%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - MID CAP ETF
$10.9M
2.4% of stocks
+284%This quarter—Since filed—Held
AIQuality—Est. buy—
8
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG
$10.8M
2.4% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
NVIDIA CORP
$NVDA
$9.6M
2.1% of stocks
-2%This quarter+13.7%Since filed10+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row
10
ISHARES TR - RUS MID CAP ETF
$8.8M
1.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$79.1M	17.4%	-6%	—	—	—	—
2	VANECK ETF TRUST - REAL ASSETS ETF	$28.5M	6.3%	+2%	—	—	—	—
3	ISHARES INC - MSCI EMRG CHN	$26.9M	5.9%	-10%	—	—	—	—
4	ISHARES TR - MRGSTR MD CP GRW	$23.6M	5.2%	-8%	—	—	—	—
5	DOUBLELINE ETF TRUST - ASSE BA SECS ETF	$18.5M	4.1%	+9%	—	—	—	—
6	J P MORGAN EXCHANGE TRADED F - INCOME ETF	$14.3M	3.1%	+78%	—	—	—	—
7	VANGUARD INDEX FDS - MID CAP ETF	$10.9M	2.4%	+284%	—	—	—	—
8	HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG	$10.8M	2.4%	-6%	—	—	—	—
9	NVIDIA CORP$NVDA	$9.6M	2.1%	-2%	+13.7%	10+ qtrsTrimmed 7 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
10	ISHARES TR - RUS MID CAP ETF	$8.8M	1.9%	+3%	—	—	—	—

All holdings — BEAM WEALTH ADVISORS, INC. (Q2 2026)

Sort

117 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	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$8.7M	1.9%	95K	+13%	—	—	13F
12	—	ISHARES TR - EAFE GRWTH ETFetf/fund	—	$7.1M	1.6%	57K	-0.3%	—	—	13F
13	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$7.1M	1.6%	10K	New	—	—	13F
14	$AAPL	Apple Inc.	Technology	$7.0M	1.5%	24K	-0.6%	10+ qtrs	75.7	13F
15	—	ISHARES TR - CORE S&P US VLUetf/fund	—	$6.7M	1.5%	61K	-0.0%	—	—	13F
16	—	ISHARES TR - EAFE SML CP ETFetf/fund	—	$6.7M	1.5%	81K	+95%	—	—	13F
17	—	ISHARES TR - MRGSTR SM CP GRetf/fund	—	$6.6M	1.5%	101K	-3%	—	—	13F
18	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$6.3M	1.4%	111K	+10%	—	—	13F
19	—	ISHARES TR - RUS 1000 GRW ETFetf/fund	—	$4.7M	1.0%	38K	New	—	—	13F
20	—	SPDR SERIES TRUST - ST STR PR SP1500etf/fund	—	$4.7M	1.0%	52K	-0.3%	—	—	13F
21	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$4.4M	1.0%	45K	-2%	—	—	13F
22	—	ISHARES TR - RUS 1000 VAL ETFetf/fund	—	$4.3M	0.9%	18K	-12%	—	—	13F
23	—	ISHARES INC - MSCI WORLD ETFetf/fund	—	$4.2M	0.9%	21K	-0.5%	—	—	13F
24	—	ISHARES TR - RUSSELL 2000 ETFetf/fund	—	$4.1M	0.9%	14K	+0.3%	—	—	13F
25	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$4.1M	0.9%	129K	+14%	—	—	13F
26	—	ISHARES TR - RUS MD CP GR ETF	—	$4.1M	0.9%	28K	+3%
27	$ALPS	Alps Group Inc	Healthcare	$3.9M	0.9%	82K	-4%
28	—	ISHARES TR - 7-10 YR TRSY BD	—	$3.8M	0.8%	40K	+4%
29	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$3.8M	0.8%	10K	-3%
30	$IVZ	Invesco Ltd.	Financials	$3.7M	0.8%	12K	+10%
31	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$3.7M	0.8%	60K	+25%
32	—	ISHARES TR - EAFE VALUE ETF	—	$3.7M	0.8%	48K	-5%
33	$BITB	Bitwise Bitcoin ETF	Financials	$3.5M	0.8%	111K	-2%
34	$XOM.R34088	EXXON MOBIL CORP	Energy	$3.4M	0.8%	25K	-0.8%
35	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$3.4M	0.8%	11K	-1%
36	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$3.3M	0.7%	185K	-10%
37	$WMT	Walmart Inc.	Consumer Staples	$3.3M	0.7%	29K	+8%
38	—	ISHARES TR - CORE US AGGBD ET	—	$3.1M	0.7%	31K	+3%
39	—	FIDELITY COVINGTON TRUST - INT HG DIV ETF	—	$3.0M	0.7%	108K	+10%
40	—	ISHARES TR - CORE MSCI INTL	—	$2.9M	0.6%	33K	+5%
41	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.9M	0.6%	12K	+0.1%
42	—	ISHARES TR - 1 3 YR TREAS BD	—	$2.9M	0.6%	35K	-20%
43	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.8M	0.6%	39K	-3%
44	—	FIDELITY COVINGTON TRUST - FIDELITY MAGELAN	—	$2.5M	0.6%	67K	-11%
45	$CVX	CHEVRON CORP	Energy	$2.5M	0.5%	15K	+0.4%
46	$ETHW	Bitwise Ethereum ETF	Financials	$2.4M	0.5%	211K	-3%
47	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$2.3M	0.5%	44K	+2%
48	—	PROSHARES TR - S&P 500 DV ARIST	—	$2.2M	0.5%	39K	+92%
49	—	ISHARES TR - CORE S&P US GWT	—	$2.2M	0.5%	11K	-13%
50	—	GLOBAL X FDS - S&P 500 COVERED	—	$2.0M	0.5%	50K	-5%
51	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$1.9M	0.4%	31K	+0.8%
52	$PSLV	Sprott Physical Silver Trust	Financials	$1.9M	0.4%	99K	-0.1%
53	$IAU	ISHARES GOLD TRUST	Financials	$1.8M	0.4%	24K	-5%
54	—	PACER FDS TR - TRENDP US LAR CP	—	$1.6M	0.3%	27K	+0.5%
55	—	ISHARES TR - MSCI USA MIN ETF	—	$1.6M	0.3%	16K	+2%
56	$GBCI	GLACIER BANCORP, INC.	Financials	$1.5M	0.3%	30K	—
57	—	ISHARES TR - 20 YR TR BD ETF	—	$1.5M	0.3%	17K	+1%
58	—	ISHARES TR - CORE DIV GRWTH	—	$1.5M	0.3%	20K	-6%
59	$KO	COCA COLA CO	Consumer Staples	$1.5M	0.3%	18K	-2%
60	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.5M	0.3%	10K	New
61	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.5M	0.3%	50K	+12%
62	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.4M	0.3%	23K	+6%
63	$FETH	Fidelity Ethereum Fund	Financials	$1.4M	0.3%	88K	+1.0%
64	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.4M	0.3%	12K	-2%
65	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$1.3M	0.3%	16K	New
66	$KMI	KINDER MORGAN, INC.	Energy	$1.3M	0.3%	41K	-4%
67	$STT	STATE STREET CORP	Financials	$1.3M	0.3%	12K	+0.0%
68	—	J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE	—	$1.3M	0.3%	27K	-8%
69	$PHYS	Sprott Physical Gold Trust	Financials	$1.2M	0.3%	38K	-0.3%
70	—	VALUED ADVISERS TR - REGAN FLTG RATE	—	$1.1M	0.3%	44K	+5%
71	—	ISHARES TR - INTL SEL DIV ETF	—	$1.1M	0.3%	27K	+15%
72	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$1.1M	0.2%	32K	-6%
73	—	AMERICAN CENTY ETF TR - US QUALITY VAL	—	$1.0M	0.2%	15K	+30%
74	—	FLEXSHARES TR - QLT DIV DEF IDX	—	$998K	0.2%	11K	-1%
75	—	PACER FDS TR - US CASH COWS 100	—	$892K	0.2%	14K	-2%
76	—	FLEXSHARES TR - US QT LW VLTY	—	$884K	0.2%	12K	-1%
77	—	FIDELITY COVINGTON TRUST - ENHANCED SML CAP	—	$882K	0.2%	18K	+12%
78	—	FLEXSHARES TR - MORNSTAR UPSTR	—	$877K	0.2%	18K	-8%
79	—	RBB FD INC - F/M EMERALD SPL	—	$861K	0.2%	25K	+63%
80	—	ALLSPRING EXCHANGE TRADED FU - CORE PLUS ETF	—	$858K	0.2%	35K	-0.1%
81	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$857K	0.2%	11K	New
82	—	ISHARES TR - CORE HIGH DV ETF	—	$856K	0.2%	31K	New
83	—	GLOBAL X FDS - NASDAQ 100 COVER	—	$854K	0.2%	46K	-5%
84	—	ISHARES TR - CORE S&P MCP ETF	—	$844K	0.2%	11K	-2%
85	$BAC	BANK OF AMERICA CORP /DE/	Financials	$817K	0.2%	14K	+0.4%
86	—	FIDELITY COVINGTON TRUST - MSCI UTILS INDEX	—	$812K	0.2%	14K	+6%
87	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$792K	0.2%	16K	-3%
88	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$791K	0.2%	22K	-6%
89	—	LITMAN GREGORY FDS TR - IMGP DBI MAN ETF	—	$779K	0.2%	25K	+6%
90	$IVZ	Invesco Ltd.	Financials	$741K	0.2%	68K	-15%
91	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 MARC	—	$725K	0.2%	26K	—
92	—	ISHARES TR - CRE U S REIT ETF	—	$724K	0.2%	11K	+5%
93	$T	AT&T INC.	Communication Services	$716K	0.2%	35K	+0.7%
94	$ET	Energy Transfer LP	Energy	$641K	0.1%	34K	+0.3%
95	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	—	$639K	0.1%	13K	-28%
96	—	TIDAL TRUST II - GRIZZ GROWT ETF	—	$636K	0.1%	11K	New
97	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	—	$583K	0.1%	13K	+1%
98	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$582K	0.1%	13K	+5%
99	—	INNOVATOR ETFS TRUST - EQUIT PROTN MAY	—	$579K	0.1%	22K	New
100	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$575K	0.1%	11K	-4%
101	—	T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT	—	$525K	0.1%	11K	+0.2%
102	—	STRATEGY SHS - NS 7HANDL IDX	—	$484K	0.1%	21K	-12%
103	—	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	—	$484K	0.1%	13K	-2%
104	—	SPDR SERIES TRUST - ST SHOR CORP ETF	—	$448K	0.1%	15K	-0.7%
105	—	JOHN HANCOCK EXCHANGE TRADED - CORE PLUS BOND	—	$384K	0.1%	15K	+43%
106	—	ETF SER SOLUTIONS - APTUS ENHANCED	—	$348K	0.1%	16K	New
107	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$329K	0.1%	11K	+9%
108	$VTRS	Viatris Inc	Healthcare	$323K	0.1%	20K	-4%
109	$JOF	JAPAN SMALLER CAPITALIZATION FUND INC	Other	$289K	0.1%	25K	—
110	$PFE	PFIZER INC	Healthcare	$288K	0.1%	12K	+3%
111	—	CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM	—	$271K	0.1%	12K	+0.4%
112	—	PUTNAM ETF TRUST - FRANKLIN SHT TRM	—	$264K	0.1%	27K	-16%
113	—	VANECK ETF TRUST - PREFERRED SECURT	—	$239K	0.1%	13K	New
114	—	GLOBAL X FDS - DOW 30 CO CA ETF	—	$231K	0.1%	10K	-23%
115	$ETHE	Grayscale Ethereum Staking ETF	Financials	$231K	0.1%	18K	-13%
116	$RIVN	Rivian Automotive, Inc. / DE	Consumer Discretionary	$216K	0.1%	12K	New
117	—	LISTED FDS TR - SHARES CORE BD	—	$205K	0.1%	10K	New

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 48 added to, 54 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

VANGUARD INDEX FDS - S&P 500 ETF SHS$7.1M
first bought this quarter
ISHARES TR - RUS 1000 GRW ETF$4.7M
first bought this quarter
$PGPROCTER & GAMBLE Co$1.5M
first bought this quarter
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$1.3M
first bought this quarter
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$857K
first bought this quarter
ISHARES TR - CORE HIGH DV ETF$856K
first bought this quarter

+6 more in the Excel export

Added to (48)

VANGUARD INDEX FDS - MID CAP ETF+284%
now $10.9M
J P MORGAN EXCHANGE TRADED F - INCOME ETF+78%
now $14.3M
ISHARES TR - EAFE SML CP ETF+95%
now $6.7M
DOUBLELINE ETF TRUST - ASSE BA SECS ETF+9%
now $18.5M
PROSHARES TR - S&P 500 DV ARIST+92%
now $2.2M
SPDR SERIES TRUST - ST STR BLO 1 ETF+13%
now $8.7M

+42 more in the Excel export

Trimmed (54)

ISHARES TR - CORE S&P500 ETF-6%
now $79.1M
ISHARES INC - MSCI EMRG CHN-10%
now $26.9M
ISHARES TR - MRGSTR MD CP GRW-8%
now $23.6M
ISHARES TR - 1 3 YR TREAS BD-20%
now $2.9M
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG-6%
now $10.8M
ISHARES TR - RUS 1000 VAL ETF-12%
now $4.3M

+48 more in the Excel export

Sold out (3)

$PLTRPalantir Technologies Inc.was $1.5M
held 3 qtrs
FIRST TR EXCHANGE-TRADED FDwas $702K
$CMGCHIPOTLE MEXICAN GRILL INCwas $325K
held 8 qtrs

Firm AUM (Form ADV): $1.6B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BEAM WEALTH ADVISORS, INC. has filed, 26 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of BEAM WEALTH ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)

Top 10 since filing

+5.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 27% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

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

BEAM WEALTH ADVISORS, INC. disclosed 117 positions worth $453.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 3 and a full exit from $PLTR. The portfolio is most concentrated in Other (85.2% of disclosed assets). All figures are sourced directly from BEAM WEALTH ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 1803426.

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AI-Powered Hedge Fund Analysis: BEAM WEALTH ADVISORS, INC.

13F Pro is an AI hedge fund tracker and stock research platform. For BEAM WEALTH ADVISORS, INC. (SEC CIK: 1803426), 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 BEAM WEALTH ADVISORS, INC.'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.