Greenfield Savings Bank
Sector Allocation
- Technology34.0%$89.9M
- Other14.7%$38.9M
- Financials13.2%$34.8M
- Healthcare8.1%$21.3M
- Industrials7.4%$19.6M
- Consumer Staples6.4%$16.9M
- Consumer Discretionary5.7%$15.2M
- Energy5.0%$13.2M
- Utilities2.1%$5.5M
- Materials2.0%$5.3M
AUM History
13fpro.ai/research/fund/greenfield-savings-bank-1940406
Conviction and streaks
Stable · top 10 = 33.1%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
AAPL
$21.3MMSFT
$13.5MGOOG
$8.5MNVDA
$7.8MJPM
$7.7M- ISHARES$6.1M
AMZN
$6.0MGOOGL
$5.7M- ISHARES$5.5M
AMAT
$5.4MQQQ
$5.4MCAT
$5.2MABBV
$4.7MCOST
$4.5MMETA
$4.5MSPY
$4.4MMA
$4.2M- ISHARES$3.9M
AXP
$3.8M- STATE$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/greenfield-savings-bank-1940406
Greenfield Savings Bank 13F holdings — Q3 2026
$264.4M portfolio (+0.3% QoQ) · 147 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$21.3M
8.1% of stocks
-0.9%This quarter+2.1%Since filed11+ qtrsHeld$13.5M
5.1% of stocks
+0.4%This quarter+0.5%Since filed11+ qtrsHeld$8.5M
3.2% of stocks
-0.4%This quarter-9.6%Since filed11+ qtrsHeld$7.8M
3.0% of stocks
-1%This quarter-9.0%Since filed11+ qtrsHeld$7.7M
2.9% of stocks
-0.4%This quarter+1.4%Since filed11+ qtrsHeld- 6
ISHARES TR - CORE S&P MCP ETF
$6.1M
2.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
2.3% of stocks
-1%This quarter-4.2%Since filed11+ qtrsHeld$5.7M
2.1% of stocks
-1.0%This quarter-9.6%Since filed11+ qtrsHeld- 9
ISHARES TR - CORE S&P SCP ETF
$5.5M
2.1% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $5.4M
2.0% of stocks
-0.1%This quarter-25.6%Since filed11+ qtrsHeld
All holdings — Greenfield Savings Bank (Q3 2026)
147 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 | — | $5.4M | 2.0% | 7,334 | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CATERPILLAR INC | Industrials | $5.2M | 2.0% | 6,378 | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $4.7M | 1.8% | 18K | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.5M | 1.7% | 4,948 | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $4.5M | 1.7% | 6,170 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.4M | 1.6% | 5,710 | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Mastercard Inc | Financials | $4.2M | 1.6% | 7,528 | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $3.9M | 1.5% | 37K | +3% | — | — | 13F |
| 19 | AMERICAN EXPRESS CO | Financials | $3.8M | 1.4% | 13K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | STATE STR SPDR DOW JONES IND - UT SER 1etf/fund | — | $3.8M | 1.4% | 7,498 | -0.4% | — | — | 13F |
| 21 | PROGRESSIVE CORP/OH/ | Financials | $3.8M | 1.4% | 18K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CISCO SYSTEMS, INC. | Technology | $3.8M | 1.4% | 35K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Philip Morris International Inc. | Consumer Staples | $3.6M | 1.4% | 19K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $3.5M | 1.3% | 22K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $3.3M | 1.2% | 8,692 | +2% | — | — | 13F |
| 26 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.9M | 1.1% | 7,356 | -0.5% | |||
| 27 | $STLD | STEEL DYNAMICS INC | Materials | $2.8M | 1.1% | 13K | -0.1% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.7M | 1.0% | 9,662 | -2% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.7M | 1.0% | 10K | -0.3% | |||
| 30 | $NEE | NEXTERA ENERGY INC | Utilities | $2.6M | 1.0% | 34K | -2% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.9% | 12K | +1% | |||
| 32 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.3M | 0.9% | 6,377 | +0.3% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.9% | 16K | +29% | |||
| 34 | $INTC | INTEL CORP | Technology | $2.3M | 0.9% | 19K | +1% | |||
| 35 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.3M | 0.9% | 42K | +0.3% | |||
| 36 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.3M | 0.9% | 4,451 | -2% | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.3M | 0.9% | 3,698 | +4% | |||
| 38 | $FTNT | Fortinet, Inc. | Technology | $2.3M | 0.8% | 13K | — | |||
| 39 | $V | VISA INC. | Financials | $2.2M | 0.8% | 6,254 | +0.4% | |||
| 40 | $KO | COCA COLA CO | Consumer Staples | $2.2M | 0.8% | 26K | -3% | |||
| 41 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.2M | 0.8% | 7,883 | — | |||
| 42 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.0M | 0.8% | 32K | -1% | |||
| 43 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.9M | 0.7% | 8,189 | -2% | |||
| 44 | $RTX | RTX Corp | Industrials | $1.9M | 0.7% | 10K | — | |||
| 45 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.6M | 0.6% | 4,528 | -2% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.6M | 0.6% | 26K | +3% | |||
| 47 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.6% | 3,129 | — | |||
| 48 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.6% | 4,354 | +4% | |||
| 49 | — | FLEXSHARES TR - NORTHERN TR MOR | — | $1.5M | 0.6% | 5,460 | — | |||
| 50 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.5M | 0.6% | 10K | +3% | |||
| 51 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.6% | 14K | +2% | |||
| 52 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.5% | 1,356 | -3% | |||
| 53 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.5% | 8,945 | +5% | |||
| 54 | $AMGN | AMGEN INC | Healthcare | $1.3M | 0.5% | 3,017 | — | |||
| 55 | $DUK | Duke Energy CORP | Utilities | $1.3M | 0.5% | 11K | -0.9% | |||
| 56 | $MPC | Marathon Petroleum Corp | Energy | $1.2M | 0.5% | 3,006 | — | |||
| 57 | $ETN | Eaton Corp plc | Industrials | $1.2M | 0.5% | 2,761 | -0.2% | |||
| 58 | $COP | CONOCOPHILLIPS | Energy | $1.1M | 0.4% | 9,173 | -0.5% | |||
| 59 | $ELV | Elevance Health, Inc. | Healthcare | $1.1M | 0.4% | 2,937 | -2% | |||
| 60 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.4% | 8,113 | -3% | |||
| 61 | $MET | METLIFE INC | Financials | $1.1M | 0.4% | 11K | -4% | |||
| 62 | $PHM | PULTEGROUP INC/MI/ | Industrials | $1.0M | 0.4% | 9,019 | +1% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $1.0M | 0.4% | 8,018 | -0.6% | |||
| 64 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.4% | 868 | — | |||
| 65 | $UNP | UNION PACIFIC CORP | Industrials | $995K | 0.4% | 3,655 | -1% | |||
| 66 | $GRMN | GARMIN LTD | Technology | $988K | 0.4% | 3,443 | -0.9% | |||
| 67 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $959K | 0.4% | 2,697 | -0.3% | |||
| 68 | $PAYX | PAYCHEX INC | Technology | $922K | 0.3% | 9,357 | -2% | |||
| 69 | $EMR | EMERSON ELECTRIC CO | Industrials | $921K | 0.3% | 5,940 | +0.0% | |||
| 70 | $SHW | SHERWIN WILLIAMS CO | Materials | $909K | 0.3% | 2,812 | — | |||
| 71 | $DAL | DELTA AIR LINES, INC. | Industrials | $904K | 0.3% | 11K | +5% | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $886K | 0.3% | 19K | -4% | |||
| 73 | $PFE | PFIZER INC | Healthcare | $883K | 0.3% | 31K | -0.8% | |||
| 74 | $CCZ | COMCAST CORP | Communication Services | $844K | 0.3% | 39K | -9% | |||
| 75 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $834K | 0.3% | 14K | -3% | |||
| 76 | $NRG | NRG ENERGY, INC. | Utilities | $823K | 0.3% | 8,607 | +5% | |||
| 77 | $CB | Chubb Ltd | Financials | $820K | 0.3% | 2,522 | -0.8% | |||
| 78 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $818K | 0.3% | 3,720 | -0.2% | |||
| 79 | $CI | Cigna Group | Healthcare | $802K | 0.3% | 2,951 | +10% | |||
| 80 | $CBRE | CBRE GROUP, INC. | Real Estate | $772K | 0.3% | 6,008 | -7% | |||
| 81 | — | ISHARES TR - CORE S&P500 ETF | — | $761K | 0.3% | 994 | +17% | |||
| 82 | $EBAY | EBAY INC | Consumer Discretionary | $749K | 0.3% | 7,067 | +3% | |||
| 83 | $TD | TORONTO DOMINION BANK | Financials | $745K | 0.3% | 6,335 | -2% | |||
| 84 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $733K | 0.3% | 3,300 | -1% | |||
| 85 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $716K | 0.3% | 11K | -1% | |||
| 86 | $T | AT&T INC. | Communication Services | $712K | 0.3% | 29K | -3% | |||
| 87 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $700K | 0.3% | 9,006 | -2% | |||
| 88 | $CVS | CVS HEALTH Corp | Healthcare | $699K | 0.3% | 8,156 | -4% | |||
| 89 | — | ISHARES TR - SELECT DIVID ETF | — | $676K | 0.3% | 4,445 | -6% | |||
| 90 | $CSX | CSX CORP | Industrials | $672K | 0.3% | 14K | -4% | |||
| 91 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $658K | 0.3% | 3,119 | New | |||
| 92 | $APD | Air Products & Chemicals, Inc. | Materials | $647K | 0.2% | 2,325 | — | |||
| 93 | $GE | GENERAL ELECTRIC CO | Industrials | $618K | 0.2% | 1,979 | — | |||
| 94 | $OKE | ONEOK INC /NEW/ | Energy | $617K | 0.2% | 7,241 | +0.5% | |||
| 95 | $QCOM | QUALCOMM INC/DE | Technology | $596K | 0.2% | 3,239 | +6% | |||
| 96 | $PSX | Phillips 66 | Energy | $596K | 0.2% | 2,333 | — | |||
| 97 | $ABT | ABBOTT LABORATORIES | Healthcare | $594K | 0.2% | 6,012 | -0.2% | |||
| 98 | $NXPI | NXP Semiconductors N.V. | Technology | $583K | 0.2% | 2,456 | -0.3% | |||
| 99 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $583K | 0.2% | 3,162 | — | |||
| 100 | $SYF | Synchrony Financial | Financials | $582K | 0.2% | 8,203 | +3% | |||
| 101 | $EME | EMCOR Group, Inc. | Industrials | $578K | 0.2% | 766 | — | |||
| 102 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $554K | 0.2% | 2,154 | -2% | |||
| 103 | $ALL | ALLSTATE CORP | Financials | $542K | 0.2% | 2,442 | — | |||
| 104 | $SCHW | SCHWAB CHARLES CORP | Financials | $541K | 0.2% | 5,531 | -6% | |||
| 105 | $C | CITIGROUP INC | Financials | $538K | 0.2% | 4,152 | +0.6% | |||
| 106 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $531K | 0.2% | 1,098 | -6% | |||
| 107 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $504K | 0.2% | 1,952 | — | |||
| 108 | $GD | GENERAL DYNAMICS CORP | Industrials | $479K | 0.2% | 1,445 | — | |||
| 109 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $479K | 0.2% | 2,479 | — | |||
| 110 | $KMB | KIMBERLY CLARK CORP | Materials | $477K | 0.2% | 4,893 | -0.8% | |||
| 111 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $468K | 0.2% | 1,975 | -9% | |||
| 112 | $EOG | EOG RESOURCES INC | Energy | $456K | 0.2% | 3,310 | -12% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $449K | 0.2% | 2,160 | -4% | |||
| 114 | $SHEL | Shell plc | Energy | $442K | 0.2% | 4,654 | — | |||
| 115 | $CMI | CUMMINS INC | Industrials | $442K | 0.2% | 856 | — | |||
| 116 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $434K | 0.2% | 9,381 | -3% | |||
| 117 | $LRCX | LAM RESEARCH CORP | Technology | $422K | 0.2% | 1,286 | +33% | |||
| 118 | $GEV | GE Vernova Inc. | Industrials | $411K | 0.2% | 432 | — | |||
| 119 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $369K | 0.1% | 1,707 | — | |||
| 120 | $TER | TERADYNE, INC | Technology | $362K | 0.1% | 903 | — | |||
| 121 | $SYK | STRYKER CORP | Healthcare | $357K | 0.1% | 1,298 | — | |||
| 122 | $NVR | NVR INC | Industrials | $345K | 0.1% | 56 | — | |||
| 123 | — | ISHARES TR - RUSSELL 2000 ETF | — | $341K | 0.1% | 1,228 | — | |||
| 124 | $USB | US BANCORP \DE\ | Financials | $339K | 0.1% | 5,867 | +0.5% | |||
| 125 | $MU | MICRON TECHNOLOGY INC | Technology | $336K | 0.1% | 315 | New | |||
| 126 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $335K | 0.1% | 3,327 | -3% | |||
| 127 | — | ISHARES TR - US CONSUM DISCRE | — | $333K | 0.1% | 3,512 | — | |||
| 128 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $315K | 0.1% | 2,381 | — | |||
| 129 | $AFL | AFLAC INC | Financials | $291K | 0.1% | 2,600 | — | |||
| 130 | — | ISHARES TR - ESG AWR MSCI USA | — | $287K | 0.1% | 1,720 | +23% | |||
| 131 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $279K | 0.1% | 3,564 | — | |||
| 132 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $273K | 0.1% | 2,175 | -6% | |||
| 133 | $ADBE | ADOBE INC. | Technology | $271K | 0.1% | 1,131 | -10% | |||
| 134 | $BNY | Bank of New York Mellon Corp | Financials | $246K | 0.1% | 1,703 | — | |||
| 135 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $233K | 0.1% | 755 | — | |||
| 136 | $WCN | Waste Connections, Inc. | Utilities | $231K | 0.1% | 1,500 | — | |||
| 137 | $PLD | Prologis, Inc. | Real Estate | $226K | 0.1% | 1,743 | +14% | |||
| 138 | $GS | GOLDMAN SACHS GROUP INC | Financials | $224K | 0.1% | 249 | — | |||
| 139 | $PKG | PACKAGING CORP OF AMERICA | Materials | $221K | 0.1% | 963 | — | |||
| 140 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $208K | 0.1% | 2,219 | — | |||
| 141 | — | ARK ETF TR - INNOVATION ETF | — | $208K | 0.1% | 2,330 | New | |||
| 142 | $GLW | CORNING INC /NY | Materials | $208K | 0.1% | 1,350 | — | |||
| 143 | $TT | Trane Technologies plc | Technology | $207K | 0.1% | 457 | -2% | |||
| 144 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $206K | 0.1% | 579 | New | |||
| 145 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $204K | 0.1% | 2,393 | — | |||
| 146 | $DE | DEERE & CO | Industrials | $203K | 0.1% | 303 | New | |||
| 147 | $EXC | EXELON CORP | Utilities | $201K | 0.1% | 4,964 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 33 added to, 71 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (33)
$PGPROCTER & GAMBLE Co+29%
now $2.3M · held 11+ qtrs
- ISHARES TR - MSCI EAFE ETF+3%
now $3.9M
- ISHARES TR - CORE S&P500 ETF+17%
now $761K
$LRCXLAM RESEARCH CORP+33%
now $422K · held 2 qtrs, 2 adds in a row
$AMDADVANCED MICRO DEVICES INC+4%
now $2.3M · held 11+ qtrs
$CICigna Group+10%
now $802K · held 11+ qtrs
+27 more in the Excel export
Trimmed (71)
$QQQINVESCO QQQ TRUST, SERIES 1-4%
now $5.4M · held 11+ qtrs
$AAPLApple Inc.-0.9%
now $21.3M · held 11+ qtrs
$NVDANVIDIA CORP-1%
now $7.8M · held 11+ qtrs, 2 trims in a row
$CCZCOMCAST CORP-9%
now $844K · held 11+ qtrs, 2 trims in a row
$NEENEXTERA ENERGY INC-2%
now $2.6M · held 11+ qtrs
$AMZNAMAZON COM INC-1%
now $6.0M · held 11+ qtrs
+65 more in the Excel export
Holdings by quarter
Every 13F Greenfield Savings Bank has filed, 17 earlier quarters. Pick one to see what it held then.
Is it too late to follow Greenfield Savings Bank?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Greenfield Savings Bank's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
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
Greenfield Savings Bank disclosed 147 positions worth $264.4M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 8.1% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $HON and a full exit from $HONA. The portfolio is most concentrated in Technology (34.0% of disclosed assets). All figures are sourced directly from Greenfield Savings Bank’s Form 13F-HR filing with the SEC under CIK 1940406.
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AI-Powered Hedge Fund Analysis: Greenfield Savings Bank
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Every holding in Greenfield Savings Bank'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.