Meridian Financial Partners LLC
Sector Allocation
- Other51.9%$159.0M
- Technology17.9%$54.9M
- Financials14.2%$43.4M
- Energy3.1%$9.5M
- Healthcare3.0%$9.3M
- Consumer Discretionary2.6%$7.9M
- Consumer Staples1.8%$5.5M
- Industrials1.5%$4.7M
- Utilities1.5%$4.7M
- Materials1.1%$3.3M
AUM History
13fpro.ai/research/fund/meridian-financial-partners-llc-1763722
Conviction and streaks
Stable · top 10 = 51.7%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
- VANGUARD$31.6M
- J$26.6M
- ISHARES$25.1M
- ISHARES$16.4M
- ISHARES$13.1M
LAZ
$12.3MAAPL
$10.6M- ISHARES$8.9M
MSFT
$7.3MVABK
$6.4MAMD
$6.2MXOM.R34088
$5.8M- J$5.4M
NVDA
$5.2MGOOGL
$5.2MAMZN
$4.9M- VANGUARD$4.4M
CRWD
$4.2MV
$3.9MWT
$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-financial-partners-llc-1763722
Meridian Financial Partners LLC 13F holdings — Q3 2026
$306.1M portfolio (+4.4% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$31.6M
10.3% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP
$26.6M
8.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE DIV GRWTH
$25.1M
8.2% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - MSCI INTL VLU FT
$16.4M
5.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS TP200 GR ETF
$13.1M
4.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $12.3M
4.0% of stocks
+13%This quarter+1.3%Since filed3 qtrsHeldAIQuality49.9#1,645Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$10.6M
3.5% of stocks
-1.0%This quarter-1.1%Since filed9 qtrsHeld- 8
ISHARES TR - CORE S&P500 ETF
$8.9M
2.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
2.4% of stocks
-2%This quarter+1.5%Since filed10 qtrsHeld$6.4M
2.1% of stocks
-2%This quarter-1.1%Since filed10 qtrsHeldAIQuality58.2#1,036Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $31.6M | 10.3% | +0.8% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $26.6M | 8.7% | +3% | — | — | — | — | |
| 3 | ISHARES TR - CORE DIV GRWTH | $25.1M | 8.2% | +0.6% | — | — | — | — | |
| 4 | ISHARES TR - MSCI INTL VLU FT | $16.4M | 5.3% | +5% | — | — | — | — | |
| 5 | ISHARES TR - RUS TP200 GR ETF | $13.1M | 4.3% | +4% | — | — | — | — | |
| 6 | $12.3M | 4.0% | +13% | +1.3% | 3 qtrsAdded 3 qtrs in a row | 49.9#1,645 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $10.6M | 3.5% | -1.0% | -1.1% | 9 qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - CORE S&P500 ETF | $8.9M | 2.9% | -1% | — | — | — | — | |
| 9 | $7.3M | 2.4% | -2% | +1.5% | 10 qtrsTrimmed 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $6.4M | 2.1% | -2% | -1.1% | 10 qtrsTrimmed 3 qtrs in a row | 58.2#1,036 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Meridian Financial Partners LLC (Q3 2026)
124 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 | ADVANCED MICRO DEVICES INC | Technology | $6.2M | 2.0% | 11K | -2% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EXXON MOBIL CORP | Energy | $5.8M | 1.9% | 33K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $5.4M | 1.8% | 107K | -0.3% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $5.2M | 1.7% | 24K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $5.2M | 1.7% | 15K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $4.9M | 1.6% | 19K | +0.4% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $4.4M | 1.4% | 59K | +8% | — | — | 13F |
| 18 | CrowdStrike Holdings, Inc. | Technology | $4.2M | 1.4% | 17K | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $3.9M | 1.3% | 9,874 | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | WisdomTree, Inc. | Financials | $3.6M | 1.2% | 36K | — | 11+ qtrs | 61.4 | 13F | |
| 21 | WisdomTree, Inc. | Financials | $3.4M | 1.1% | 34K | -3% | 11+ qtrs | 61.4 | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $3.4M | 1.1% | 10K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $3.3M | 1.1% | 9,651 | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $3.1M | 1.0% | 7,134 | -1% | — | — | 13F |
| 25 | CHEVRON CORP | Energy | $3.1M | 1.0% | 14K | -0.6% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUS MID CAP ETF | — | $2.8M | 0.9% | 26K | — | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $2.6M | 0.9% | 7,634 | +0.6% | |||
| 28 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.5M | 0.8% | 5,879 | +0.9% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.1M | 0.7% | 13K | +1% | |||
| 30 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $2.0M | 0.7% | 119K | +134% | |||
| 31 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $2.0M | 0.7% | 36K | +25% | |||
| 32 | $MRK | Merck & Co., Inc. | Healthcare | $1.9M | 0.6% | 13K | -3% | |||
| 33 | $NEE | NEXTERA ENERGY INC | Utilities | $1.9M | 0.6% | 24K | +0.8% | |||
| 34 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.7M | 0.6% | 5,376 | -0.8% | |||
| 35 | $GLW | CORNING INC /NY | Materials | $1.7M | 0.6% | 12K | New | |||
| 36 | $DUK | Duke Energy CORP | Utilities | $1.7M | 0.5% | 14K | +0.7% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.5% | 18K | -0.4% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.7M | 0.5% | 6,528 | -2% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.6M | 0.5% | 4,513 | -1% | |||
| 40 | — | ISHARES TR - MSCI INTL QUALTY | — | $1.6M | 0.5% | 33K | +0.5% | |||
| 41 | $RITM | Rithm Capital Corp. | Real Estate | $1.5M | 0.5% | 176K | -2% | |||
| 42 | $UNP | UNION PACIFIC CORP | Industrials | $1.5M | 0.5% | 5,268 | +0.4% | |||
| 43 | $USB | US BANCORP \DE\ | Financials | $1.5M | 0.5% | 26K | +0.5% | |||
| 44 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.5% | 32K | -0.3% | |||
| 45 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.4M | 0.5% | 7,229 | -0.2% | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.4M | 0.5% | 28K | New | |||
| 47 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.4M | 0.5% | 5,916 | +2% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.5% | 1,121 | +0.6% | |||
| 49 | $LIN | LINDE PLC | Materials | $1.3M | 0.4% | 2,692 | +1% | |||
| 50 | $JMSB | John Marshall Bancorp, Inc. | Financials | $1.3M | 0.4% | 58K | — | |||
| 51 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.3M | 0.4% | 5,636 | +0.2% | |||
| 52 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.2M | 0.4% | 1,936 | -5% | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.4% | 76K | -1% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.4% | 67K | -1% | |||
| 55 | $CRM | Salesforce, Inc. | Technology | $1.2M | 0.4% | 4,700 | +1% | |||
| 56 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.1M | 0.3% | 18K | +49% | |||
| 57 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.1M | 0.3% | 4,636 | +1% | |||
| 58 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.3% | 7,938 | +5% | |||
| 59 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.0M | 0.3% | 2,669 | -24% | |||
| 60 | $GNRC | GENERAC HOLDINGS INC. | Technology | $990K | 0.3% | 4,992 | -4% | |||
| 61 | $ROP | ROPER TECHNOLOGIES INC | Technology | $920K | 0.3% | 2,407 | +7% | |||
| 62 | $D | DOMINION ENERGY, INC | Utilities | $878K | 0.3% | 14K | -1% | |||
| 63 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $875K | 0.3% | 15K | +135% | |||
| 64 | $PFE | PFIZER INC | Healthcare | $812K | 0.3% | 28K | -15% | |||
| 65 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $801K | 0.3% | 10K | +0.5% | |||
| 66 | — | ISHARES TR - ESG AWR MSCI USA | — | $784K | 0.3% | 4,648 | -0.4% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $738K | 0.2% | 1,003 | +0.6% | |||
| 68 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $725K | 0.2% | 1,380 | — | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $716K | 0.2% | 35K | — | |||
| 70 | — | VANECK ETF TRUST - PREFERRED SECURT | — | $715K | 0.2% | 41K | -63% | |||
| 71 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $676K | 0.2% | 929 | -23% | |||
| 72 | — | ISHARES TR - MSCI EAFE ETF | — | $634K | 0.2% | 6,115 | — | |||
| 73 | $TMUS | T-Mobile US, Inc. | Communication Services | $625K | 0.2% | 3,982 | +8% | |||
| 74 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $615K | 0.2% | 2,134 | — | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $603K | 0.2% | 6,721 | +22% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $572K | 0.2% | 9,999 | -17% | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $560K | 0.2% | 4,754 | +5% | |||
| 78 | $CSCO | CISCO SYSTEMS, INC. | Technology | $551K | 0.2% | 5,019 | -1% | |||
| 79 | $WT | WisdomTree, Inc. | Financials | $530K | 0.2% | 7,200 | +0.8% | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $529K | 0.2% | 541 | +0.4% | |||
| 81 | $SPY | SPDR S&P 500 ETF TRUST | — | $512K | 0.2% | 664 | +118% | |||
| 82 | — | ISHARES TR - CORE S&P MCP ETF | — | $512K | 0.2% | 7,017 | +8% | |||
| 83 | — | CAMBRIA ETF TR - CAMBRIA FGN SHR | — | $508K | 0.2% | 13K | +0.2% | |||
| 84 | $ABBV | AbbVie Inc. | Healthcare | $470K | 0.1% | 1,660 | +5% | |||
| 85 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $468K | 0.1% | 2,597 | -2% | |||
| 86 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $466K | 0.1% | 2,088 | -0.0% | |||
| 87 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $461K | 0.1% | 3,375 | — | |||
| 88 | $ETN | Eaton Corp plc | Industrials | $446K | 0.1% | 1,108 | — | |||
| 89 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $428K | 0.1% | 1,388 | +1% | |||
| 90 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $419K | 0.1% | 2,529 | +7% | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $412K | 0.1% | 1,758 | +0.9% | |||
| 92 | — | EA SERIES TRUST - BURNEY US FCTR | — | $401K | 0.1% | 6,980 | +21% | |||
| 93 | $OKE | ONEOK INC /NEW/ | Energy | $396K | 0.1% | 4,371 | — | |||
| 94 | $INTC | INTEL CORP | Technology | $382K | 0.1% | 4,008 | -0.5% | |||
| 95 | $WT | WisdomTree, Inc. | Financials | $363K | 0.1% | 5,786 | +5% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $347K | 0.1% | 4,708 | +6% | |||
| 97 | — | ISHARES TR - RUS 1000 VAL ETF | — | $344K | 0.1% | 1,342 | +23% | |||
| 98 | $NOW | ServiceNow, Inc. | Technology | $320K | 0.1% | 2,153 | -4% | |||
| 99 | $TFC | TRUIST FINANCIAL CORP | Financials | $305K | 0.1% | 6,542 | -0.4% | |||
| 100 | — | ISHARES TR - RUS 2000 VAL ETF | — | $304K | 0.1% | 1,446 | — | |||
| 101 | $LMT | LOCKHEED MARTIN CORP | Industrials | $289K | 0.1% | 543 | -16% | |||
| 102 | $EMR | EMERSON ELECTRIC CO | Industrials | $274K | 0.1% | 1,691 | +7% | |||
| 103 | $WM | WASTE MANAGEMENT INC | Utilities | $269K | 0.1% | 1,201 | — | |||
| 104 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $261K | 0.1% | 1,332 | +6% | |||
| 105 | $NUE | NUCOR CORP | Materials | $255K | 0.1% | 1,000 | — | |||
| 106 | $KVUE | Kenvue Inc. | Consumer Staples | $251K | 0.1% | 13K | -3% | |||
| 107 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $250K | 0.1% | 3,051 | — | |||
| 108 | $T | AT&T INC. | Communication Services | $246K | 0.1% | 10K | +4% | |||
| 109 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $243K | 0.1% | 4,701 | -3% | |||
| 110 | $COFS | CHOICEONE FINANCIAL SERVICES INC | Financials | $235K | 0.1% | 7,125 | — | |||
| 111 | — | ISHARES TR - ESG MSCI LEADR | — | $233K | 0.1% | 1,695 | — | |||
| 112 | $COP | CONOCOPHILLIPS | Energy | $222K | 0.1% | 1,563 | New | |||
| 113 | — | AB ACTIVE ETFS INC - CONSERVATIVE | — | $221K | 0.1% | 5,086 | — | |||
| 114 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $221K | 0.1% | 1,487 | New | |||
| 115 | $PM | Philip Morris International Inc. | Consumer Staples | $218K | 0.1% | 1,090 | New | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $217K | 0.1% | 534 | — | |||
| 117 | $META | Meta Platforms, Inc. | Technology | $214K | 0.1% | 290 | New | |||
| 118 | $RTX | RTX Corp | Industrials | $211K | 0.1% | 1,131 | — | |||
| 119 | $MA | Mastercard Inc | Financials | $208K | 0.1% | 338 | New | |||
| 120 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL REL | — | $208K | 0.1% | 6,125 | — | |||
| 121 | $CBRE | CBRE GROUP, INC. | Real Estate | $204K | 0.1% | 1,507 | — | |||
| 122 | $MCD | MCDONALDS CORP | Consumer Discretionary | $203K | 0.1% | 836 | +5% | |||
| 123 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $201K | 0.1% | 3,191 | New | |||
| 124 | $AUTL | Autolus Therapeutics plc | Healthcare | $17K | 0.0% | 10K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 53 added to, 41 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$GLWCORNING INC /NY$1.7M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL$1.4M
first bought this quarter
$COPCONOCOPHILLIPS$222K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$221Kfirst bought this quarter
$PMPhilip Morris International Inc.$218K
first bought this quarter
$METAMeta Platforms, Inc.$214K
first bought this quarter
+3 more in the Excel export
Added to (53)
now $12.3M · held 3 qtrs, 3 adds in a row
- FIRST TR EXCH TRADED FD III - PFD SECS INC ETF+134%
now $2.0M
- J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP+3%
now $26.6M
- ISHARES TR - MSCI INTL VLU FT+5%
now $16.4M
- ISHARES TR - RUS TP200 GR ETF+4%
now $13.1M
- PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF+135%
now $875K
+47 more in the Excel export
Trimmed (41)
- VANECK ETF TRUST - PREFERRED SECURT-63%
now $715K
now $4.2M · held 11+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK-24%
now $1.0M
$QQQINVESCO QQQ TRUST, SERIES 1-23%
now $676K · held 9 qtrs
now $6.2M · held 9 qtrs, 2 trims in a row
$PFEPFIZER INC-15%
now $812K · held 10 qtrs, 2 trims in a row
+35 more in the Excel export
Holdings by quarter
Every 13F Meridian Financial Partners LLC has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meridian Financial Partners?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meridian Financial Partners's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
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
Meridian Financial Partners LLC disclosed 124 positions worth $306.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 9 new positions and exited 4 — including a new stake in $GLW and a full exit from $HST. The portfolio is most concentrated in Other (51.9% of disclosed assets). All figures are sourced directly from Meridian Financial Partners LLC’s Form 13F-HR filing with the SEC under CIK 1763722.
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AI-Powered Hedge Fund Analysis: Meridian Financial Partners LLC
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Every holding in Meridian Financial Partners 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.