ESL Trust Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1785545
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$586.5M
Holdings
266
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ESL Trust Services, LLC disclosed 266 positions worth $586.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 10 and a full exit from $WHR. The portfolio is most concentrated in Other (95.3% of disclosed assets). All figures are sourced directly from ESL Trust Services, LLC’s Form 13F-HR filing with the SEC under CIK 1785545.
AI Fund Analysis
StableISHARES CORE S&P 500 (MKT)
25.9% weight
Held 10 quarters
AVANTIS US LARGE CAP VALUE
13.1% weight
Held 4 quarters
AVANTIS INTL EQ ETF - MUTU
11.4% weight
Held 10 quarters
WISDOMTREE EM MKTS EX-STT
8.0% weight
Held 10 quarters
FLEXSHARES GLOBAL QUALITY
6.7% weight
Held 10 quarters
VANGUARD FTSE ALL-WORLD EX
5 quarters accumulating
VANGUARD TOTAL STOCK MARKE
4 quarters accumulating
VANGUARD EMERGING MARKETS
4 quarters accumulating
ISHARES CORE S&P 500 (MKT)
3 quarters accumulating
AVANTIS US LARGE CAP VALUE
3 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 (MKT) - MUTUAL FUND/STO
—Quality
$151.6M202,449 shAVANTIS US LARGE CAP VALUE ETF - MUTUAL FUND/STO
—Quality
$77.0M843,691 shAVANTIS INTL EQ ETF - MUTUAL FUND/STO
—Quality
$66.7M748,227 shISHARES CORE MSCI INTL DEV MKTS - MUTUAL FUND/STO
—Quality
$50.3M564,751 shWISDOMTREE EM MKTS EX-STT OWND - MUTUAL FUND/STO
—Quality
$47.2M958,864 shFLEXSHARES GLOBAL QUALITY REAL - MUTUAL FUND/STO
—Quality
$39.0M609,395 shISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUND/STO
—Quality
$37.5M486,270 shISHARES FALN ANGLS USD BD ETF - MUTUAL FUND/COR
—Quality
$33.8M1,241,649 shISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO
—Quality
$25.5M171,804 shVANGUARD INTERMEDIATE-TERM BOND - MUTUAL FUND/GOV
—Quality
$6.5M85,005 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 (MKT) - MUTUAL FUND/STO | — | $151.6M | 202,449 |
| AVANTIS US LARGE CAP VALUE ETF - MUTUAL FUND/STO | — | $77.0M | 843,691 |
| AVANTIS INTL EQ ETF - MUTUAL FUND/STO | — | $66.7M | 748,227 |
| ISHARES CORE MSCI INTL DEV MKTS - MUTUAL FUND/STO | — | $50.3M | 564,751 |
| WISDOMTREE EM MKTS EX-STT OWND - MUTUAL FUND/STO | — | $47.2M | 958,864 |
| FLEXSHARES GLOBAL QUALITY REAL - MUTUAL FUND/STO | — | $39.0M | 609,395 |
| ISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUND/STO | — | $37.5M | 486,270 |
| ISHARES FALN ANGLS USD BD ETF - MUTUAL FUND/COR | — | $33.8M | 1,241,649 |
| ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO | — | $25.5M | 171,804 |
| VANGUARD INTERMEDIATE-TERM BOND - MUTUAL FUND/GOV | — | $6.5M | 85,005 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ESL Trust Services, LLC's 266 positions.
Showing top 10 of 266 holdings.
Sector Allocation
Other
$558.8M
Technology
$7.9M
Industrials
$3.4M
Financials
$3.3M
Healthcare
$2.8M
Materials
$2.4M
Consumer Staples
$2.2M
Consumer Discretionary
$2.1M
Top Holdings — ESL Trust Services, LLC (Q2 2026)
Top 150 of 266 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 (MKT) - MUTUAL FUND/STO | $151.6M | 25.9% | +0% | — |
| 2 | — | AVANTIS US LARGE CAP VALUE ETF - MUTUAL FUND/STO | $77.0M | 13.1% | +0% | — |
| 3 | — | AVANTIS INTL EQ ETF - MUTUAL FUND/STO | $66.7M | 11.4% | +0% | — |
| 4 | — | ISHARES CORE MSCI INTL DEV MKTS - MUTUAL FUND/STO | $50.3M | 8.6% | +0% | — |
| 5 | — | WISDOMTREE EM MKTS EX-STT OWND - MUTUAL FUND/STO | $47.2M | 8.0% | +0% | — |
| 6 | — | FLEXSHARES GLOBAL QUALITY REAL - MUTUAL FUND/STO | $39.0M | 6.7% | +0% | — |
| 7 | — | ISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUND/STO | $37.5M | 6.4% | +0% | — |
| 8 | — | ISHARES FALN ANGLS USD BD ETF - MUTUAL FUND/COR | $33.8M | 5.8% | -0% | — |
| 9 | — | ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO | $25.5M | 4.3% | +0% | — |
| 10 | — | VANGUARD INTERMEDIATE-TERM BOND - MUTUAL FUND/GOV | $6.5M | 1.1% | +5% | — |
| 11 | — | JPMORGAN MORTGAGE-BACKED - MUTUAL FUND/GOV | $2.9M | 0.5% | +8% | — |
| 12 | — | STATE STREET SPDR PORTFOLIO S&P - MUTUAL FUND/STO | $2.6M | 0.4% | -3% | — |
| 13 | — | VANGUARD TOTAL STOCK MARKET ETF - MUTUAL FUND/STO | $2.2M | 0.4% | +15% | — |
| 14 | — | ISHARES AAA - A RATED CORPORATE - MUTUAL FUND/COR | $2.2M | 0.4% | +9% | — |
| 15 |  $INTC | INTEL CORP | $2.1M | 0.3% | +0% | 45.6 |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.3% | +7% | — |
| 17 | — | VANGUARD EMERGING MARKETS STOCK - MUTUAL FUND/STO | $1.8M | 0.3% | +1% | — |
| 18 | — | ISHARES CORE U.S. TREASURY BOND - MUTUAL FUND/GOV | $1.4M | 0.2% | +7% | — |
| 19 | — | ISHARES MSCI EAFE (MKT) - MUTUAL FUNDS GL | $1.1M | 0.2% | +0% | — |
| 20 | — | VANGUARD INTERNATIONAL DIVIDEND - MUTUAL FUND/STO | $1.1M | 0.2% | +1% | — |
| 21 | — | VANGUARD FTSE ALL-WORLD EX-US - MUTUAL FUNDS GL | $1.0M | 0.2% | +14% | — |
| 22 |  $SONY | Sony Group Corp | $862,580 | 0.1% | +0% | — |
| 23 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $854,878 | 0.1% | +0% | 70 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $834,037 | 0.1% | -0% | 70.7 |
| 25 |  $ATI | ATI INC | $788,400 | 0.1% | +0% | 63.1 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $787,307 | 0.1% | -1% | 69 |
| 27 |  $MSFT | MICROSOFT CORP | $722,540 | 0.1% | +0% | 79.8 |
| 28 | — | ISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO | $690,012 | 0.1% | +436% | — |
| 29 |  $STLD | STEEL DYNAMICS INC | $688,380 | 0.1% | +0% | 57.7 |
| 30 |  $GE | GENERAL ELECTRIC CO | $659,259 | 0.1% | +0% | 73.8 |
| 31 |  $KO | COCA COLA CO | $654,224 | 0.1% | +0% | 69.5 |
| 32 |  $NKE | NIKE, Inc. | $636,275 | 0.1% | +0% | 49.3 |
| 33 |  $VLO | VALERO ENERGY CORP/TX | $520,880 | 0.1% | +0% | 57.8 |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $510,325 | 0.1% | +73% | — |
| 35 |  $GEV | GE Vernova Inc. | $493,442 | 0.1% | +0% | 81.1 |
| 36 |  $MAS | MASCO CORP /DE/ | $488,220 | 0.1% | +0% | 58.2 |
| 37 |  $AFL | AFLAC INC | $469,000 | 0.1% | +0% | 61.3 |
| 38 |  $HD | HOME DEPOT, INC. | $423,216 | 0.1% | +0% | 60.3 |
| 39 |  $AAPL | Apple Inc. | $415,231 | 0.1% | +0% | 76.4 |
| 40 |  $XOM.R34088 | EXXON MOBIL CORP | $409,750 | 0.1% | +0% | 57.9 |
| 41 | — | ISHARES CORE MSCI EAFE - MUTUAL FUNDS GL | $390,957 | 0.1% | +0% | — |
| 42 |  $EMR | EMERSON ELECTRIC CO | $384,501 | 0.1% | +0% | 65.3 |
| 43 |  $SO | SOUTHERN CO | $382,840 | 0.1% | +0% | 62 |
| 44 |  $SYK | STRYKER CORP | $377,808 | 0.1% | +0% | 72.1 |
| 45 | — | VANGUARD S&P 500 ETF - MUTUAL FUND/STO | $372,251 | 0.1% | +23% | — |
| 46 |  $KEY | KEYCORP /NEW/ | $368,800 | 0.1% | +0% | 70.8 |
| 47 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $360,622 | 0.1% | +0% | 64.4 |
| 48 | — | ISHARES NASDAQ BIOTECHNOLOGY - MUTUAL FUND/STO | $342,342 | 0.1% | +0% | — |
| 49 |  $BLD | QXO Insulation, LLC | $330,421 | 0.1% | +0% | 56.4 |
| 50 |  $RTX | RTX Corp | $319,315 | 0.1% | +0% | 73.2 |
| 51 |  $ITT | ITT INC. | $316,416 | 0.1% | +0% | 63 |
| 52 |  $LIN | LINDE PLC | $311,364 | 0.1% | +0% | — |
| 53 |  $SHEL | Shell plc | $308,920 | 0.1% | +0% | — |
| 54 | — | SCHWAB US DIVIDEND EQUITY ETF - MUTUAL FUND/STO | $306,541 | 0.1% | -19% | — |
| 55 | — | ISHARES RUSSELL 1000 VALUE (MKT) - MUTUAL FUND/STO | $283,886 | 0.1% | +118% | — |
| 56 |  $COR | Cencora, Inc. | $282,980 | 0.1% | +0% | 61.1 |
| 57 |  $CVX | CHEVRON CORP | $281,792 | 0.1% | +0% | 62.8 |
| 58 |  $WFC | WELLS FARGO & COMPANY/MN | $277,010 | 0.1% | +0% | 61.8 |
| 59 |  $ED | CONSOLIDATED EDISON INC | $272,592 | 0.1% | +0% | 67.3 |
| 60 |  $AME | AMETEK INC/ | $272,183 | 0.1% | +0% | 69.7 |
| 61 |  $SBUX | STARBUCKS CORP | $255,475 | 0.0% | +0% | 58.2 |
| 62 |  $GLW | CORNING INC /NY | $255,430 | 0.0% | +0% | 73.7 |
| 63 | — | ISHARES 1-3 YEAR TREASURY BOND - MUTUAL FUND/GOV | $242,636 | 0.0% | -3% | — |
| 64 |  $TMP | TOMPKINS FINANCIAL CORP | $232,614 | 0.0% | +0% | 69.3 |
| 65 |  $CL | COLGATE PALMOLIVE CO | $220,032 | 0.0% | +0% | 61.3 |
| 66 |  $PFE | PFIZER INC | $219,128 | 0.0% | +0% | 62 |
| 67 |  $CVS | CVS HEALTH Corp | $206,900 | 0.0% | +0% | 59.4 |
| 68 |  $MSI | Motorola Solutions, Inc. | $201,001 | 0.0% | +0% | 71.8 |
| 69 |  $NSC | NORFOLK SOUTHERN CORP | $200,708 | 0.0% | +0% | 63.2 |
| 70 | — | ISHARES S&P 500 GROWTH (MKT) - MUTUAL FUND/STO | $196,531 | 0.0% | +5396% | — |
| 71 |  $LPX | LOUISIANA-PACIFIC CORP | $190,042 | 0.0% | +0% | 41.6 |
| 72 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $189,265 | 0.0% | +0% | 60.9 |
| 73 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $185,295 | 0.0% | +0% | 61.7 |
| 74 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $185,104 | 0.0% | +0% | 66.8 |
| 75 |  $WY | WEYERHAEUSER CO | $181,561 | 0.0% | +0% | 51.3 |
| 76 |  $BX | Blackstone Inc. | $176,505 | 0.0% | +0% | 74.4 |
| 77 |  $PAYX | PAYCHEX INC | $174,438 | 0.0% | +0% | 74.6 |
| 78 | — | ISHARES S&P 500 VALUE (MKT) - MUTUAL FUND/STO | $170,977 | 0.0% | NEW | — |
| 79 |  $TXN | TEXAS INSTRUMENTS INC | $167,515 | 0.0% | +0% | 73.4 |
| 80 | — | ISHARES RUSSELL 2000 (MKT) - MUTUAL FUND/STO | $166,750 | 0.0% | +0% | — |
| 81 |  $PM | Philip Morris International Inc. | $162,819 | 0.0% | +0% | 75.9 |
| 82 |  $PG | PROCTER & GAMBLE Co | $159,397 | 0.0% | +0% | 64.6 |
| 83 |  $HUM | HUMANA INC | $158,888 | 0.0% | +0% | 58.9 |
| 84 |  $MRK | Merck & Co., Inc. | $154,200 | 0.0% | +0% | 59.9 |
| 85 |  $DELL | Dell Technologies Inc. | $154,031 | 0.0% | +0% | 71.2 |
| 86 |  $HSY | HERSHEY CO | $144,395 | 0.0% | +0% | 65.7 |
| 87 |  $MO | ALTRIA GROUP, INC. | $143,900 | 0.0% | +0% | 67.4 |
| 88 |  $META | Meta Platforms, Inc. | $138,680 | 0.0% | +0% | 79.6 |
| 89 |  $GOOGL | Alphabet Inc. | $137,798 | 0.0% | +0% | 78.2 |
| 90 | — | VANGUARD HIGH DIVIDEND YIELD - MUTUAL FUND/STO | $134,326 | 0.0% | +0% | — |
| 91 |  $MMM | 3M CO | $129,528 | 0.0% | +0% | 64.9 |
| 92 |  $ABT | ABBOTT LABORATORIES | $128,850 | 0.0% | +0% | 65.5 |
| 93 |  $MCD | MCDONALDS CORP | $127,045 | 0.0% | -2% | 69 |
| 94 |  $STZ | CONSTELLATION BRANDS, INC. | $125,181 | 0.0% | +0% | 59.8 |
| 95 |  $WEN | Wendy's Co | $123,239 | 0.0% | +0% | 51.7 |
| 96 |  $SWK | STANLEY BLACK & DECKER, INC. | $122,356 | 0.0% | +0% | 58.7 |
| 97 |  $GSK | GSK plc | $121,772 | 0.0% | +0% | — |
| 98 |  $CSCO | CISCO SYSTEMS, INC. | $117,460 | 0.0% | +0% | 70.3 |
| 99 |  $CARR | CARRIER GLOBAL Corp | $110,025 | 0.0% | +0% | 56.6 |
| 100 | — | ISHARES S&P MIDCAP 400 GROWTH - MUTUAL FUND/STO | $105,515 | 0.0% | +0% | — |
| 101 |  $ALL | ALLSTATE CORP | $102,790 | 0.0% | +0% | 78.5 |
| 102 |  $CNO | CNO Financial Group, Inc. | $101,960 | 0.0% | +0% | 54 |
| 103 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $101,862 | 0.0% | +0% | 62.9 |
| 104 |  $NBTB | NBT BANCORP INC | $101,603 | 0.0% | +0% | 66.5 |
| 105 |  $VTRS | Viatris Inc | $101,155 | 0.0% | +0% | 45.4 |
| 106 | — | ISHARES CORE MSCI TOTAL INTL - MUTUAL FUND/STO | $100,880 | 0.0% | +21% | — |
| 107 |  $Q | Qnity Electronics, Inc. | $100,109 | 0.0% | +0% | 68.4 |
| 108 |  $O | REALTY INCOME CORP | $99,136 | 0.0% | +0% | 73.7 |
| 109 |  $EXR | Extra Space Storage Inc. | $97,496 | 0.0% | +0% | 64.3 |
| 110 |  $COF | CAPITAL ONE FINANCIAL CORP | $97,301 | 0.0% | +0% | 62.4 |
| 111 |  $CTVA | Corteva, Inc. | $93,074 | 0.0% | +0% | 47.2 |
| 112 |  $MBC | MasterBrand, Inc. | $92,775 | 0.0% | +0% | 38.7 |
| 113 | — | VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STO | $91,484 | 0.0% | +0% | — |
| 114 |  $TJX | TJX COMPANIES INC /DE/ | $90,900 | 0.0% | +0% | 68.7 |
| 115 |  $CC | Chemours Co | $89,057 | 0.0% | +0% | 43.4 |
| 116 |  $ORCL | ORACLE CORP | $87,930 | 0.0% | +0% | 66.2 |
| 117 |  $BA | BOEING CO | $86,588 | 0.0% | +0% | 61.6 |
| 118 |  $V | VISA INC. | $82,342 | 0.0% | +0% | 82.9 |
| 119 |  $AVGO | Broadcom Inc. | $78,572 | 0.0% | +0% | 84.5 |
| 120 |  $T | AT&T INC. | $77,543 | 0.0% | +0% | 65.7 |
| 121 |  $TWI | TITAN INTERNATIONAL INC | $77,100 | 0.0% | +0% | 32.8 |
| 122 |  $MPC | Marathon Petroleum Corp | $76,701 | 0.0% | +0% | 61 |
| 123 |  $MS | MORGAN STANLEY | $75,254 | 0.0% | +0% | 75.8 |
| 124 |  $AMGN | AMGEN INC | $72,424 | 0.0% | +0% | 79.2 |
| 125 | — | ISHARES NATIONAL AMT-FREE MUNI - MUTUAL FUNDS/MU | $71,029 | 0.0% | +0% | — |
| 126 | — | ISHARES PHLX SOX SEMICONDUCTOR - MUTUAL FUND/STO | $69,843 | 0.0% | NEW | — |
| 127 |  $IVZ | Invesco Ltd. | $69,374 | 0.0% | +0% | — |
| 128 |  $ABBV | AbbVie Inc. | $65,426 | 0.0% | +0% | 72.6 |
| 129 |  $WM | WASTE MANAGEMENT INC | $64,635 | 0.0% | +0% | 67.6 |
| 130 | — | JPMORGAN BETABUILDERS JAPAN ETF - MUTUAL FUND/STO | $62,959 | 0.0% | NEW | — |
| 131 |  $FCX | FREEPORT-MCMORAN INC | $62,890 | 0.0% | +0% | 62 |
| 132 |  $CB | Chubb Ltd | $61,333 | 0.0% | +0% | — |
| 133 | — | CAPITAL GROUP INTERNATIONAL - MUTUAL FUND/STO | $61,000 | 0.0% | NEW | — |
| 134 | — | VANGUARD SMALL CAP ETF (MKT) - MUTUAL FUND/STO | $60,928 | 0.0% | +0% | — |
| 135 | — | ISHARES MSCI USA MINIMUM - MUTUAL FUND/STO | $57,394 | 0.0% | +0% | — |
| 136 | — | GOLDMAN SACHS ACTIVEBETA U.S. - MUTUAL FUND/STO | $56,614 | 0.0% | +0% | — |
| 137 |  $PJT | PJT Partners Inc. | $56,603 | 0.0% | +0% | 71 |
| 138 |  $SJM | J M SMUCKER Co | $56,250 | 0.0% | +0% | 59.1 |
| 139 |  $DD | DuPont de Nemours, Inc. | $55,476 | 0.0% | -67% | 47 |
| 140 |  $NAT | NORDIC AMERICAN TANKERS Ltd | $55,400 | 0.0% | +0% | — |
| 141 | — | CAPITAL GROUP DIVIDEND VALUE ETF - MUTUAL FUND/STO | $54,947 | 0.0% | NEW | — |
| 142 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $54,333 | 0.0% | +0% | 71.6 |
| 143 | — | ISHARES U.S. AEROSPACE DEFENSE - MUTUAL FUND/STO | $54,302 | 0.0% | +0% | — |
| 144 |  $HPE | Hewlett Packard Enterprise Co | $54,132 | 0.0% | -7% | 70.5 |
| 145 |  $OTIS | Otis Worldwide Corp | $53,700 | 0.0% | +0% | 61.3 |
| 146 |  $MDLZ | Mondelez International, Inc. | $53,328 | 0.0% | +0% | 56.4 |
| 147 |  $SYY | SYSCO CORP | $50,148 | 0.0% | +0% | 54.7 |
| 148 |  $EMN | EASTMAN CHEMICAL CO | $47,154 | 0.0% | +0% | 49.8 |
| 149 |  $GM | General Motors Co | $46,248 | 0.0% | +0% | 54.3 |
| 150 |  $DOW | DOW INC. | $46,129 | 0.0% | +0% | 40.2 |
New Positions (19)
ISHARES S&P 500 VALUE (MKT) - MUTUAL FUND/STO$170,977
ISHARES PHLX SOX SEMICONDUCTOR - MUTUAL FUND/STO$69,843
JPMORGAN BETABUILDERS JAPAN ETF - MUTUAL FUND/STO$62,959
CAPITAL GROUP INTERNATIONAL - MUTUAL FUND/STO$61,000
CAPITAL GROUP DIVIDEND VALUE ETF - MUTUAL FUND/STO$54,947
JPMORGAN BETABUILDERS CDA - MUTUAL FUND/STO$44,830
ISHARES CORE DIVIDEND GROWTH ETF - MUTUAL FUND/STO$42,291
VANGUARD TOTAL INTERNATIONAL - MUTUAL FUND/GOV$41,795
STATE STREET CONSUMER STAPLES - MUTUAL FUND/STO$41,701
FIRST TRUST NASDAQ TECHNOLOGY - MUTUAL FUND/STO$41,701
$HONA Honeywell Aerospace Inc.$41,453 JPMORGAN BETABUILDERS EUR ETF - MUTUAL FUND/STO$40,985
JPMORGAN BETABUILDERS DEV ASIA - MUTUAL FUND/STO$29,157
VANGUARD TOTAL BOND MARKET ETF - MUTUAL FUND/GOV$25,694
VANGUARD MORTGAGE-BACKED - MUTUAL FUND/GOV$20,082
Exited Positions (10)
$WHR WHIRLPOOL CORP /DE/ ISHARES TIPS BOND (MKT)
STATE STREET SPDR PORTFOLIO
BLACKROCK U.S. EQUITY FACTOR
ISHARES 0-5 YEARS TIPS BOND
ISHARES MSCI EAFE VALUE (MKT)
STATE STREET SPDR PORTFOLIO
ISHARES EDGE MSCI USA QUALITY
ISHARES MSCI EAFE GROWTH (MKT)
ISHARES U.S. THEMATIC ROTATION
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AI-Powered Hedge Fund Analysis: ESL Trust Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ESL Trust Services, LLC (SEC CIK: 1785545), 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 ESL Trust Services, LLC's portfolio is scored on a 32-signal AI quality ranking (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.