Commonwealth Retirement Investments LLC
Sector Allocation
- Technology24.0%$88.9M
- Other20.7%$76.6M
- Financials15.5%$57.2M
- Healthcare14.2%$52.4M
- Consumer Staples8.2%$30.1M
- Energy7.3%$26.8M
- Consumer Discretionary5.1%$18.9M
- Industrials3.4%$12.6M
- Communication Services0.9%$3.3M
- Utilities0.5%$2.0M
AUM History
13fpro.ai/research/fund/commonwealth-retirement-investments-llc-1963787
Conviction and streaks
Concentrating · top 10 = 37.9%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.
Largest positions — Q3 2026
AVGO
$25.4MMSFT
$17.6M- ISHARES$17.2M
ABBV
$14.7MJNJ
$13.8MMRK
$12.1MCVX
$12.0MPG
$9.9M- VANGUARD$9.2M
HD
$8.0MJPM
$7.7MLMT
$7.5MPEP
$7.4MMS
$6.9MMO
$6.9MLRCX
$6.5MHPQ
$6.4MV
$6.4MUNH
$6.1MCSCO
$5.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/commonwealth-retirement-investments-llc-1963787
Commonwealth Retirement Investments LLC 13F holdings — Q3 2026
$369.7M portfolio (+0.4% QoQ) · 129 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
$25.4M
6.9% of stocks
-0.6%This quarter0.0%Since filed11+ qtrsHeld$17.6M
4.8% of stocks
-0.9%This quarter0.0%Since filed11+ qtrsHeld- 3
ISHARES CORE S&P 500 ETF - ETF
$17.2M
4.7% of stocks
+70%This quarter—Since filed—HeldAIQuality—Est. buy— $14.7M
4.0% of stocks
+0.3%This quarter0.0%Since filed11+ qtrsHeld$13.8M
3.7% of stocks
+0.2%This quarter0.0%Since filed11+ qtrsHeld$12.1M
3.3% of stocks
+0.2%This quarter0.0%Since filed11+ qtrsHeld$12.0M
3.3% of stocks
+2%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$9.9M
2.7% of stocks
+3%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
VANGUARD TOTAL BOND MARKET ETF - ETF
$9.2M
2.5% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $8.0M
2.2% of stocks
+3%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Commonwealth Retirement Investments LLC (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 | JPMORGAN CHASE & CO | Financials | $7.7M | 2.1% | 23K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | LOCKHEED MARTIN CORP | Industrials | $7.5M | 2.0% | 15K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | PEPSICO INC | Consumer Staples | $7.4M | 2.0% | 58K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MORGAN STANLEY | Financials | $6.9M | 1.9% | 37K | +5% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ALTRIA GROUP, INC. | Consumer Staples | $6.9M | 1.9% | 102K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LAM RESEARCH CORP | Technology | $6.5M | 1.8% | 20K | +2% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | HP INC | Technology | $6.4M | 1.7% | 206K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VISA INC. | Financials | $6.4M | 1.7% | 18K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | UNITEDHEALTH GROUP INC | Healthcare | $6.1M | 1.6% | 17K | +4% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CISCO SYSTEMS, INC. | Technology | $5.9M | 1.6% | 55K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES S&P 500 GROWTH ETF - ETFetf/fund | — | $5.7M | 1.5% | 40K | +7% | — | — | 13F |
| 22 | — | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF - ETFetf/fund | — | $5.5M | 1.5% | 79K | +8% | — | — | 13F |
| 23 | EXXON MOBIL CORP | Energy | $5.4M | 1.4% | 33K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Mastercard Inc | Financials | $4.7M | 1.3% | 8,557 | +2% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | PGIM ULTRA SHORT BOND ETF - ETFnote | — | $4.5M | 1.2% | 91K | -20% | — | — | 13F |
| 26 | $MET | METLIFE INC | Financials | $4.4M | 1.2% | 47K | +1% | |||
| 27 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $4.4M | 1.2% | 19K | -16% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $4.3M | 1.1% | 19K | +11% | |||
| 29 | $AAPL | Apple Inc. | Technology | $4.2M | 1.1% | 13K | +4% | |||
| 30 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.8M | 1.0% | 7,512 | +1% | |||
| 31 | $ALL | ALLSTATE CORP | Financials | $3.8M | 1.0% | 17K | +2% | |||
| 32 | $COP | CONOCOPHILLIPS | Energy | $3.6M | 1.0% | 29K | +2% | |||
| 33 | — | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF | — | $3.4M | 0.9% | 93K | New | |||
| 34 | $CCZ | COMCAST CORP | Communication Services | $3.3M | 0.9% | 152K | +5% | |||
| 35 | $AFL | AFLAC INC | Financials | $3.2M | 0.9% | 29K | +4% | |||
| 36 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $3.1M | 0.8% | 18K | +4% | |||
| 37 | $AMGN | AMGEN INC | Healthcare | $3.1M | 0.8% | 7,323 | +1% | |||
| 38 | $RF | REGIONS FINANCIAL CORP | Financials | $3.1M | 0.8% | 115K | +3% | |||
| 39 | $INTU | INTUIT INC. | Technology | $3.0M | 0.8% | 11K | +3% | |||
| 40 | $BBY | BEST BUY CO INC | Consumer Discretionary | $2.7M | 0.7% | 30K | +0.9% | |||
| 41 | $TROW | PRICE T ROWE GROUP INC | Financials | $2.4M | 0.7% | 23K | +2% | |||
| 42 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | — | $2.3M | 0.6% | 20K | -0.9% | |||
| 43 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $2.3M | 0.6% | 28K | -50% | |||
| 44 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.3M | 0.6% | 8,763 | +2% | |||
| 45 | $MPC | Marathon Petroleum Corp | Energy | $2.2M | 0.6% | 5,633 | +3% | |||
| 46 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $2.2M | 0.6% | 19K | +2% | |||
| 47 | — | ISHARES MSCI ACWI EX U.S. ETF - ETF | — | $2.2M | 0.6% | 29K | New | |||
| 48 | — | ISHARES LARGE CAP CORE ACTIVE ETF - ETF | — | $2.1M | 0.6% | 43K | +40% | |||
| 49 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $2.0M | 0.5% | 64K | +3% | |||
| 50 | — | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | — | $2.0M | 0.5% | 42K | -24% | |||
| 51 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.5% | 2,142 | -1% | |||
| 52 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.9M | 0.5% | 5,423 | +2% | |||
| 53 | $KLAC | KLA CORP | Technology | $1.9M | 0.5% | 9,887 | -0.7% | |||
| 54 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.9M | 0.5% | 14K | +3% | |||
| 55 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $1.8M | 0.5% | 16K | +5% | |||
| 56 | $PAYX | PAYCHEX INC | Technology | $1.8M | 0.5% | 18K | +2% | |||
| 57 | $EOG | EOG RESOURCES INC | Energy | $1.8M | 0.5% | 13K | +5% | |||
| 58 | — | ISHARES MSCI EAFE VALUE ETF - ETF | — | $1.8M | 0.5% | 23K | -51% | |||
| 59 | $CTAS | CINTAS CORP | Consumer Discretionary | $1.7M | 0.5% | 8,821 | +4% | |||
| 60 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.7M | 0.5% | 8,899 | +4% | |||
| 61 | — | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF | — | $1.7M | 0.5% | 39K | -30% | |||
| 62 | — | PGIM ULTRA SHORT MUNICIPAL BOND ETF - ETF | — | $1.6M | 0.4% | 31K | -22% | |||
| 63 | $APH | AMPHENOL CORP /DE/ | Technology | $1.5M | 0.4% | 18K | +112% | |||
| 64 | $BNY | Bank of New York Mellon Corp | Financials | $1.4M | 0.4% | 9,904 | -0.9% | |||
| 65 | $FANG | Diamondback Energy, Inc. | Energy | $1.4M | 0.4% | 7,619 | +5% | |||
| 66 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.3% | 4,196 | +7% | |||
| 67 | — | ISHARES U.S. ENERGY ETF - ETF | — | $1.3M | 0.3% | 20K | — | |||
| 68 | $ADI | ANALOG DEVICES INC | Technology | $1.3M | 0.3% | 3,204 | -7% | |||
| 69 | — | ISHARES DEFENSE INDUSTRIALS AND TECH ACTIVE ETF - ETF | — | $1.2M | 0.3% | 40K | -4% | |||
| 70 | $WM | WASTE MANAGEMENT INC | Utilities | $1.2M | 0.3% | 5,891 | — | |||
| 71 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.1M | 0.3% | 12K | -1.0% | |||
| 72 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.3% | 1,431 | +37% | |||
| 73 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.3% | 17K | -4% | |||
| 74 | $MTB | M&T BANK CORP | Financials | $1.0M | 0.3% | 4,649 | -3% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $993K | 0.3% | 5,204 | +192% | |||
| 76 | $TT | Trane Technologies plc | Technology | $924K | 0.3% | 2,044 | -7% | |||
| 77 | $COR | Cencora, Inc. | Consumer Staples | $896K | 0.2% | 2,984 | — | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $872K | 0.2% | 8,395 | +0.9% | |||
| 79 | $AMZN | AMAZON COM INC | Consumer Discretionary | $858K | 0.2% | 3,442 | -20% | |||
| 80 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $839K | 0.2% | 6,696 | — | |||
| 81 | $FAST | FASTENAL CO | Industrials | $824K | 0.2% | 17K | -5% | |||
| 82 | $TFC | TRUIST FINANCIAL CORP | Financials | $821K | 0.2% | 18K | -1% | |||
| 83 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $730K | 0.2% | 22K | +1% | |||
| 84 | $UNP | UNION PACIFIC CORP | Industrials | $644K | 0.2% | 2,368 | — | |||
| 85 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $644K | 0.2% | 2,760 | +15% | |||
| 86 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $589K | 0.2% | 797 | +0.9% | |||
| 87 | $D | DOMINION ENERGY, INC | Utilities | $566K | 0.1% | 9,359 | -23% | |||
| 88 | $ABT | ABBOTT LABORATORIES | Healthcare | $560K | 0.1% | 5,665 | -4% | |||
| 89 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $544K | 0.1% | 2,446 | — | |||
| 90 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $531K | 0.1% | 1,717 | — | |||
| 91 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $529K | 0.1% | 3,406 | +0.6% | |||
| 92 | $HSY | HERSHEY CO | Consumer Staples | $502K | 0.1% | 3,187 | -2% | |||
| 93 | $TXN | TEXAS INSTRUMENTS INC | Technology | $502K | 0.1% | 1,791 | -0.1% | |||
| 94 | $CME | CME GROUP INC. | Financials | $498K | 0.1% | 1,899 | -6% | |||
| 95 | $LEN | LENNAR CORP /NEW/ | Industrials | $495K | 0.1% | 6,067 | +3% | |||
| 96 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $493K | 0.1% | 2,243 | -0.2% | |||
| 97 | $SCHW | SCHWAB CHARLES CORP | Financials | $460K | 0.1% | 4,709 | -0.5% | |||
| 98 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $407K | 0.1% | 1,831 | -83% | |||
| 99 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $400K | 0.1% | 4,128 | +5% | |||
| 100 | $CF | CF Industries Holdings, Inc. | Materials | $377K | 0.1% | 3,270 | -1.0% | |||
| 101 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $356K | 0.1% | 10K | — | |||
| 102 | $WT | WisdomTree, Inc. | Financials | $348K | 0.1% | 3,578 | +2% | |||
| 103 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $343K | 0.1% | 1,451 | -0.8% | |||
| 104 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | — | $342K | 0.1% | 4,530 | +0.6% | |||
| 105 | $NEM | NEWMONT Corp /DE/ | Materials | $340K | 0.1% | 2,946 | -0.7% | |||
| 106 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $339K | 0.1% | 681 | — | |||
| 107 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $325K | 0.1% | 4,513 | — | |||
| 108 | — | ISHARES U.S. PHARMACEUTICALS ETF - ETF | — | $298K | 0.1% | 2,967 | — | |||
| 109 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $289K | 0.1% | 1,166 | — | |||
| 110 | $GOOGL | Alphabet Inc. | Technology | $288K | 0.1% | 836 | +31% | |||
| 111 | — | VANGUARD CORE TAX-EXEMPT BOND ETF - ETF | — | $286K | 0.1% | 4,000 | — | |||
| 112 | $LLY | ELI LILLY & Co | Healthcare | $281K | 0.1% | 243 | — | |||
| 113 | $NVS | NOVARTIS AG | Healthcare | $275K | 0.1% | 1,931 | — | |||
| 114 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | — | $274K | 0.1% | 538 | — | |||
| 115 | — | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND - ETF | — | $273K | 0.1% | 5,500 | — | |||
| 116 | — | ISHARES US TRANSPORTATION ETF - ETF | — | $271K | 0.1% | 3,455 | — | |||
| 117 | $KMB | KIMBERLY CLARK CORP | Materials | $250K | 0.1% | 2,565 | -6% | |||
| 118 | $KO | COCA COLA CO | Consumer Staples | $246K | 0.1% | 2,856 | — | |||
| 119 | $DUK | Duke Energy CORP | Utilities | $232K | 0.1% | 2,038 | — | |||
| 120 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $232K | 0.1% | 2,441 | — | |||
| 121 | $TGT | TARGET CORP | Consumer Staples | $232K | 0.1% | 1,479 | — | |||
| 122 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | — | $225K | 0.1% | 2,227 | +1.0% | |||
| 123 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $224K | 0.1% | 1,505 | — | |||
| 124 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $221K | 0.1% | 3,827 | +0.0% | |||
| 125 | $ELV | Elevance Health, Inc. | Healthcare | $220K | 0.1% | 565 | +35% | |||
| 126 | $STX | Seagate Technology Holdings plc | Technology | $216K | 0.1% | 234 | — | |||
| 127 | $ETN | Eaton Corp plc | Industrials | $208K | 0.1% | 485 | — | |||
| 128 | — | ISHARES U.S. CONSUMER STAPLES ETF - ETF | — | $207K | 0.1% | 2,924 | -12% | |||
| 129 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $200K | 0.1% | 2,578 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 63 added to, 38 trimmed, 289 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF$3.4M
first bought this quarter
- ISHARES MSCI ACWI EX U.S. ETF - ETF$2.2M
first bought this quarter
Added to (63)
- ISHARES CORE S&P 500 ETF - ETF+70%
now $17.2M
- VANGUARD TOTAL BOND MARKET ETF - ETF+12%
now $9.2M
$APHAMPHENOL CORP /DE/+112%
now $1.5M · held 2 qtrs, 2 adds in a row
$PMPhilip Morris International Inc.+192%
now $993K · held 7 qtrs
- ISHARES LARGE CAP CORE ACTIVE ETF - ETF+40%
now $2.1M
$NVDANVIDIA CORP+11%
now $4.3M · held 5 qtrs, 2 adds in a row
+57 more in the Excel export
Trimmed (38)
- ISHARES CORE MSCI EMERGING MARKETS ETF - ETF-50%
now $2.3M
- ISHARES MSCI USA QUALITY FACTOR ETF - ETF-83%
now $407K
- ISHARES MSCI EAFE VALUE ETF - ETF-51%
now $1.8M
- PGIM ULTRA SHORT BOND ETF - ETF-20%
now $4.5M
- ISHARES S&P 500 VALUE ETF - ETF-16%
now $4.4M
- ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF-30%
now $1.7M
+32 more in the Excel export
Sold out (289)
- ISHARES MSCI USA MOMENTUM FACTOR ETF - ETFwas $2.5M
$IVZInvesco Ltd.was $330K
held 8 qtrs
- ISHARES FLEXIBLE INCOME ACTIVE ETF - ETFwas $236K
- ISHARES U.S. CONSUMER FOCUSED ETF - ETFwas $207K
$NFLXNETFLIX INCwas $191K
held 7 qtrs
- VANGUARD MORNINGSTAR VALUE ETF - ETFwas $177K
+283 more in the Excel export
Holdings by quarter
Every 13F Commonwealth Retirement Investments LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Commonwealth Retirement Investments?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Commonwealth Retirement Investments's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 32% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
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
Commonwealth Retirement Investments LLC disclosed 129 positions worth $369.7M in its Form 13F-HR for Q3 2026, led by $AVGO (Broadcom Inc.) at 6.9% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 2 new positions and exited 289. The portfolio is most concentrated in Technology (24.0% of disclosed assets). All figures are sourced directly from Commonwealth Retirement Investments LLC’s Form 13F-HR filing with the SEC under CIK 1963787.
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AI-Powered Hedge Fund Analysis: Commonwealth Retirement Investments LLC
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Every holding in Commonwealth Retirement Investments 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.