MPWM ADVISORY SOLUTIONS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056693
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$218.4M
Holdings
571
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MPWM ADVISORY SOLUTIONS, LLC disclosed 571 positions worth $218.4M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 16.7% of the equity portfolio. During the quarter the fund opened 32 new positions and exited 37 — including a new stake in $APH and a full exit from $OBDC. The portfolio is most concentrated in Other (80.9% of disclosed assets). All figures are sourced directly from MPWM ADVISORY SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 2056693.
AI Fund Analysis
Stable
$SPY16.7% weight
Held 7 quarters
STATE STREET - MF Closed a
9.3% weight
Held 7 quarters
$QQQ5.0% weight
Held 7 quarters
STATE STREET - MF Closed a
4.3% weight
Held 7 quarters
ISHARES RUSSELL - MF Close
3.4% weight
Held 7 quarters
$STT6 quarters accumulating
DIMENSIONAL US - MF Closed
6 quarters accumulating
$TSLA6 quarters accumulating
ISHARES 20 PLUS - MF Close
6 quarters accumulating
ISHARES CORE - MF Closed a
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$36.5M48,890 sh STATE STREET - MF Closed and MF Open
—Quality
$20.3M223,805 sh- —
Quality
$10.9M14,779 sh STATE STREET - MF Closed and MF Open
—Quality
$9.4M358,826 shISHARES RUSSELL - MF Closed and MF Open
—Quality
$7.4M24,697 shFIRST TRUST - MF Closed and MF Open
—Quality
$6.2M158,667 shVANECK CLO - MF Closed and MF Open
—Quality
$5.5M103,696 sh- —
Quality
$5.3M17,655 sh DIMENSIONAL US - MF Closed and MF Open
—Quality
$4.5M55,190 shSTATE STREET - MF Closed and MF Open
—Quality
$4.4M24,006 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $36.5M | 48,890 |
| STATE STREET - MF Closed and MF Open | — | $20.3M | 223,805 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $10.9M | 14,779 |
| STATE STREET - MF Closed and MF Open | — | $9.4M | 358,826 |
| ISHARES RUSSELL - MF Closed and MF Open | — | $7.4M | 24,697 |
| FIRST TRUST - MF Closed and MF Open | — | $6.2M | 158,667 |
| VANECK CLO - MF Closed and MF Open | — | $5.5M | 103,696 |
 Invesco Ltd.$IVZ | — | $5.3M | 17,655 |
| DIMENSIONAL US - MF Closed and MF Open | — | $4.5M | 55,190 |
| STATE STREET - MF Closed and MF Open | — | $4.4M | 24,006 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MPWM ADVISORY SOLUTIONS, LLC's 571 positions.
Showing top 10 of 571 holdings.
Sector Allocation
Other
$176.7M
Financials
$20.4M
Technology
$12.4M
Healthcare
$2.7M
Consumer Discretionary
$2.3M
Industrials
$2.3M
Utilities
$550,945
Communication Services
$438,987
Top Holdings — MPWM ADVISORY SOLUTIONS, LLC (Q2 2026)
Top 150 of 571 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 | $SPY | SPDR S&P 500 ETF TRUST | $36.5M | 16.7% | -2% | — |
| 2 | — | STATE STREET - MF Closed and MF Open | $20.3M | 9.3% | +7% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.9M | 5.0% | -2% | — |
| 4 | — | STATE STREET - MF Closed and MF Open | $9.4M | 4.3% | +3% | — |
| 5 | — | ISHARES RUSSELL - MF Closed and MF Open | $7.4M | 3.4% | +5% | — |
| 6 | — | FIRST TRUST - MF Closed and MF Open | $6.2M | 2.9% | +9% | — |
| 7 | — | VANECK CLO - MF Closed and MF Open | $5.5M | 2.5% | +4% | — |
| 8 | $IVZ | Invesco Ltd. | $5.3M | 2.5% | +6% | — |
| 9 | — | DIMENSIONAL US - MF Closed and MF Open | $4.5M | 2.1% | -1% | — |
| 10 | — | STATE STREET - MF Closed and MF Open | $4.4M | 2.0% | +14% | — |
| 11 | — | STATE STREET - MF Closed and MF Open | $4.3M | 2.0% | -5% | — |
| 12 | $IVZ | Invesco Ltd. | $4.2M | 1.9% | -18% | — |
| 13 | — | FIRST TRUST - MF Closed and MF Open | $3.8M | 1.7% | -1% | — |
| 14 | — | VICTORYSHARES US - MF Closed and MF Open | $3.8M | 1.7% | -3% | — |
| 15 | — | FUNDSTRAT GRANNY - MF Closed and MF Open | $3.7M | 1.7% | +8% | — |
| 16 | — | ISHARES S&P - MF Closed and MF Open | $3.0M | 1.4% | +8% | — |
| 17 | — | ISHARES MSCI - MF Closed and MF Open | $2.9M | 1.4% | +3% | — |
| 18 | — | FIRST TRUST - MF Closed and MF Open | $2.9M | 1.3% | +10% | — |
| 19 |  $NVDA | NVIDIA CORP | $2.8M | 1.3% | +0% | 85.9 |
| 20 |  $AAPL | Apple Inc. | $2.7M | 1.3% | -0% | 76.4 |
| 21 | $IVZ | Invesco Ltd. | $2.7M | 1.2% | +13% | — |
| 22 | — | ISHARES TREASURY - MF Closed and MF Open | $2.2M | 1.0% | +9% | — |
| 23 |  $OUNZ | VanEck Merk Gold ETF | $1.9M | 0.9% | +76% | 33.6 |
| 24 | $IVZ | Invesco Ltd. | $1.9M | 0.9% | +15% | — |
| 25 |  $AMZN | AMAZON COM INC | $1.8M | 0.8% | +23% | 68.7 |
| 26 | — | STATE STREET - MF Closed and MF Open | $1.7M | 0.8% | +25% | — |
| 27 | — | PIMCO EHNANCED - MF Closed and MF Open | $1.7M | 0.8% | -4% | — |
| 28 | — | VANGUARD MEGA - MF Closed and MF Open | $1.6M | 0.7% | -0% | — |
| 29 | — | ISHARES JPMORGAN - MF Closed and MF Open | $1.5M | 0.7% | +8% | — |
| 30 |  $GOOGL | Alphabet Inc. | $1.3M | 0.6% | -2% | 78.2 |
| 31 |  $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $1.2M | 0.5% | +29% | — |
| 32 | — | VANGUARD MID - MF Closed and MF Open | $1.1M | 0.5% | +265% | — |
| 33 | — | PGIM ULTRA - MF Closed and MF Open | $1.1M | 0.5% | -14% | — |
| 34 | — | DIMENSIONAL INTL - MF Closed and MF Open | $1.1M | 0.5% | +0% | — |
| 35 | — | SCHWAB SHORT - MF Closed and MF Open | $1.1M | 0.5% | -1% | — |
| 36 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $1.1M | 0.5% | -5% | — |
| 37 | — | VANGUARD TOTAL - MF Closed and MF Open | $1.1M | 0.5% | +0% | — |
| 38 | — | STATE STREET - MF Closed and MF Open | $1.1M | 0.5% | +63% | — |
| 39 | — | TCW FLEXIBLE - MF Closed and MF Open | $1.0M | 0.5% | +10% | — |
| 40 |  $GOOG | Alphabet Inc. | $1.0M | 0.5% | +3% | 78.2 |
| 41 | — | ALERIAN MLP - MF Closed and MF Open | $1.0M | 0.5% | -0% | — |
| 42 | — | FIRST TRUST - MF Closed and MF Open | $1.0M | 0.5% | +1% | — |
| 43 | — | FIRST TRUST - MF Closed and MF Open | $938,169 | 0.4% | +1% | — |
| 44 | — | VANGUARD S&P - MF Closed and MF Open | $875,409 | 0.4% | +0% | — |
| 45 | — | VANECK PFD - MF Closed and MF Open | $870,120 | 0.4% | +3% | — |
| 46 | — | VANGUARD SMALL - MF Closed and MF Open | $809,332 | 0.4% | -3% | — |
| 47 | — | ISHARES CORE - MF Closed and MF Open | $789,991 | 0.4% | +0% | — |
| 48 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $745,284 | 0.3% | +0% | 64.4 |
| 49 |  $V | VISA INC. | $736,549 | 0.3% | +0% | 82.9 |
| 50 | — | DIMENSIONAL US - MF Closed and MF Open | $712,933 | 0.3% | -1% | — |
| 51 | — | VANGUARD MEGA - MF Closed and MF Open | $705,917 | 0.3% | +400% | — |
| 52 | — | FIRST TRUST - MF Closed and MF Open | $684,992 | 0.3% | +0% | — |
| 53 |  $MSFT | MICROSOFT CORP | $666,844 | 0.3% | +973% | 79.8 |
| 54 | — | PGIM AAA - MF Closed and MF Open | $632,524 | 0.3% | +16% | — |
| 55 | $STT | STATE STREET CORP | $611,338 | 0.3% | +0% | 71.5 |
| 56 |  $GLD | SPDR GOLD TRUST | $588,308 | 0.3% | -10% | — |
| 57 | — | DIMENSIONAL US - MF Closed and MF Open | $576,158 | 0.3% | +0% | — |
| 58 |  $MU | MICRON TECHNOLOGY INC | $569,470 | 0.3% | -1% | 86.2 |
| 59 |  $META | Meta Platforms, Inc. | $568,054 | 0.3% | +1% | 79.6 |
| 60 | — | DIMENSIONAL US - MF Closed and MF Open | $561,856 | 0.3% | +0% | — |
| 61 |  $MRK | Merck & Co., Inc. | $513,102 | 0.2% | +124% | 59.9 |
| 62 | — | ISHARES 0-3 - MF Closed and MF Open | $508,887 | 0.2% | -10% | — |
| 63 |  $MRVL | Marvell Technology, Inc. | $493,395 | 0.2% | -42% | 76.5 |
| 64 | — | JPMORGAN - MF Closed and MF Open | $484,402 | 0.2% | -1% | — |
| 65 | — | STATE STREET - MF Closed and MF Open | $473,320 | 0.2% | +8% | — |
| 66 | — | F/M U S - MF Closed and MF Open | $469,416 | 0.2% | +11% | — |
| 67 | — | FIRST TRUST - MF Closed and MF Open | $463,986 | 0.2% | +4% | — |
| 68 | — | ISHARES RUSSELL - MF Closed and MF Open | $453,468 | 0.2% | +0% | — |
| 69 | $TSLA | Tesla, Inc. | $447,939 | 0.2% | +11% | 53.9 |
| 70 |  $BST | BlackRock Science & Technology Trust | $442,983 | 0.2% | -4% | — |
| 71 | — | DIMENSIONAL WORLD - MF Closed and MF Open | $436,708 | 0.2% | -0% | — |
| 72 | — | VANECK SEMICONDUCTOR - MF Closed and MF Open | $412,810 | 0.2% | +0% | — |
| 73 |  $NEE | NEXTERA ENERGY INC | $411,467 | 0.2% | +0% | 64.6 |
| 74 | — | INNOVATOR EQUITY - MF Closed and MF Open | $398,146 | 0.2% | -3% | — |
| 75 | — | VANGUARD INTERMEDIATE - MF Closed and MF Open | $394,060 | 0.2% | +0% | — |
| 76 |  $LLY | ELI LILLY & Co | $383,552 | 0.2% | +55% | 87.5 |
| 77 | — | DIMENSIONAL INTL - MF Closed and MF Open | $375,023 | 0.2% | +0% | — |
| 78 | — | FIRST TRUST - MF Closed and MF Open | $357,878 | 0.2% | -0% | — |
| 79 | $IVZ | Invesco Ltd. | $357,028 | 0.2% | -20% | — |
| 80 | — | JPMORGAN - MF Closed and MF Open | $353,491 | 0.2% | +150% | — |
| 81 | — | VICTORYSHARES US - MF Closed and MF Open | $336,906 | 0.1% | +0% | — |
| 82 | — | ISHARES CORE - MF Closed and MF Open | $319,730 | 0.1% | +1% | — |
| 83 |  $JNJ | JOHNSON & JOHNSON | $318,003 | 0.1% | +0% | 69 |
| 84 | — | VANGUARD LARGE - MF Closed and MF Open | $317,428 | 0.1% | -2% | — |
| 85 |  $APH | AMPHENOL CORP /DE/ | $312,440 | 0.1% | NEW | 79.3 |
| 86 | — | STATE STREET - MF Closed and MF Open | $308,725 | 0.1% | +0% | — |
| 87 | — | VANGUARD FTSE - MF Closed and MF Open | $292,520 | 0.1% | -4% | — |
| 88 | — | FIRST TRUST - MF Closed and MF Open | $287,032 | 0.1% | -1% | — |
| 89 | — | CAPITAL GROUP - MF Closed and MF Open | $277,249 | 0.1% | -35% | — |
| 90 |  $BRK.B | BERKSHIRE HATHAWAY INC | $272,212 | 0.1% | +0% | 73.8 |
| 91 | — | ISHARES SEMICONDUCTOR - MF Closed and MF Open | $260,160 | 0.1% | +351% | — |
| 92 |  $UAL | United Airlines Holdings, Inc. | $248,862 | 0.1% | +0% | 60.8 |
| 93 |  $ANET | Arista Networks, Inc. | $242,588 | 0.1% | +0% | 81.9 |
| 94 | — | ISHARES 20 PLUS - MF Closed and MF Open | $238,856 | 0.1% | +35% | — |
| 95 | — | SCHWAB FUNDAMENTAL - MF Closed and MF Open | $237,261 | 0.1% | +3% | — |
| 96 |  $WU | Western Union CO | $236,666 | 0.1% | -6% | 48 |
| 97 | — | VANGUARD HIGH - MF Closed and MF Open | $234,738 | 0.1% | +0% | — |
| 98 |  $HD | HOME DEPOT, INC. | $233,482 | 0.1% | +717% | 60.3 |
| 99 | — | JPMORGAN - MF Closed and MF Open | $231,285 | 0.1% | +5019% | — |
| 100 | — | VANGUARD HEALTH - MF Closed and MF Open | $225,416 | 0.1% | -9% | — |
| 101 |  $VZ | VERIZON COMMUNICATIONS INC | $222,794 | 0.1% | +0% | 65.8 |
| 102 | — | ISHARES TRUST - MF Closed and MF Open | $218,408 | 0.1% | +0% | — |
| 103 | $IVZ | Invesco Ltd. | $214,923 | 0.1% | -3% | — |
| 104 | — | FIRST TRUST - MF Closed and MF Open | $200,475 | 0.1% | -53% | — |
| 105 | — | FIRST TRUST - MF Closed and MF Open | $200,142 | 0.1% | -48% | — |
| 106 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $199,606 | 0.1% | +0% | 70 |
| 107 | — | JANUS HENDERSON - MF Closed and MF Open | $198,628 | 0.1% | NEW | — |
| 108 | — | FIRST TRUST - MF Closed and MF Open | $193,662 | 0.1% | +81% | — |
| 109 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $193,157 | 0.1% | +23% | — |
| 110 | — | STATE STREET - MF Closed and MF Open | $190,233 | 0.1% | -27% | — |
| 111 | — | AMERICAN CENTURY - MF Closed and MF Open | $181,505 | 0.1% | -72% | — |
| 112 | — | FRANKLIN DYNAMIC - MF Closed and MF Open | $179,350 | 0.1% | -14% | — |
| 113 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $174,794 | 0.1% | NEW | — |
| 114 |  $VKTX | Viking Therapeutics, Inc. | $174,569 | 0.1% | +0% | — |
| 115 | — | BITMINE IMMERSION - Common Stock | $174,126 | 0.1% | +7% | — |
| 116 | $IVZ | Invesco Ltd. | $170,803 | 0.1% | -16% | — |
| 117 | — | GRANITESHARES NASDAQ - MF Closed and MF Open | $168,658 | 0.1% | -19% | — |
| 118 |  $PFE | PFIZER INC | $164,324 | 0.1% | +4% | 62 |
| 119 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $164,297 | 0.1% | +95% | — |
| 120 | — | STATE STREET - MF Closed and MF Open | $160,845 | 0.1% | +0% | — |
| 121 | — | VIRTUS REAVES - MF Closed and MF Open | $160,181 | 0.1% | +0% | — |
| 122 |  $CAT | CATERPILLAR INC | $157,816 | 0.1% | -2% | 66.5 |
| 123 |  $TMUS | T-Mobile US, Inc. | $153,474 | 0.1% | +0% | 69.1 |
| 124 | — | AMPLIFY CWP - MF Closed and MF Open | $153,095 | 0.1% | NEW | — |
| 125 | — | ISHARES S&P - MF Closed and MF Open | $150,183 | 0.1% | +0% | — |
| 126 |  $NDMO | Nuveen Dynamic Municipal Opportunities Fund | $147,406 | 0.1% | -7% | — |
| 127 |  $TFC | TRUIST FINANCIAL CORP | $146,670 | 0.1% | +1903% | 76.4 |
| 128 | — | ISHARES CORE - MF Closed and MF Open | $143,957 | 0.1% | +0% | — |
| 129 | — | INNOVATOR ETFS - MF Closed and MF Open | $142,236 | 0.1% | +0% | — |
| 130 | — | PGIM ACTIVE - MF Closed and MF Open | $140,984 | 0.1% | +80% | — |
| 131 |  $FHN | FIRST HORIZON CORP | $140,266 | 0.1% | +1% | 56.4 |
| 132 |  $CRM | Salesforce, Inc. | $137,312 | 0.1% | +142% | 77 |
| 133 | — | FIRST TRUST - MF Closed and MF Open | $133,682 | 0.1% | -32% | — |
| 134 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $128,669 | 0.1% | +11% | — |
| 135 |  $WMT | Walmart Inc. | $121,129 | 0.1% | +10% | 60.2 |
| 136 |  $ABBV | AbbVie Inc. | $120,239 | 0.1% | +78% | 72.6 |
| 137 |  $LRCX | LAM RESEARCH CORP | $119,166 | 0.1% | -21% | 79.4 |
| 138 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $118,467 | 0.1% | +0% | 67.5 |
| 139 | $IVZ | Invesco Ltd. | $116,446 | 0.1% | +0% | — |
| 140 | — | PGIM SHORT - MF Closed and MF Open | $116,409 | 0.1% | NEW | — |
| 141 | — | ISHARES ULTRA - MF Closed and MF Open | $115,777 | 0.1% | +4% | — |
| 142 | — | VANECK URANIUM - MF Closed and MF Open | $115,170 | 0.1% | +132% | — |
| 143 | — | FIRST TRUST - MF Closed and MF Open | $114,879 | 0.1% | -55% | — |
| 144 |  $SLV | iShares Silver Trust | $113,625 | 0.1% | -31% | — |
| 145 | — | STATE STREET - MF Closed and MF Open | $111,924 | 0.1% | +0% | — |
| 146 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $108,842 | 0.1% | +0% | 72.6 |
| 147 | — | ISHARES CORE - MF Closed and MF Open | $108,821 | 0.1% | -3% | — |
| 148 |  $INTC | INTEL CORP | $104,304 | 0.1% | -56% | 45.6 |
| 149 |  $QCOM | QUALCOMM INC/DE | $103,708 | 0.1% | +55% | 70.5 |
| 150 | — | FIRST TRUST - MF Closed and MF Open | $98,930 | 0.1% | -57% | — |
New Positions (32)
$APH AMPHENOL CORP /DE/$312,440 JANUS HENDERSON - MF Closed and MF Open$198,628
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$174,794 AMPLIFY CWP - MF Closed and MF Open$153,095
PGIM SHORT - MF Closed and MF Open$116,409
$RF REGIONS FINANCIAL CORP$82,808
$KMB KIMBERLY CLARK CORP$80,242
$LH LABCORP HOLDINGS INC.$59,640 AMPLIFY CWP - MF Closed and MF Open$56,700
$UTF COHEN & STEERS INFRASTRUCTURE FUND INC$52,421 ROUNDHILL GENERATIVE - MF Closed and MF Open$49,340
$PCN PIMCO CORPORATE & INCOME STRATEGY FUND$41,825
$DE DEERE & CO$27,911 ISHARES EXPANDED - MF Closed and MF Open$24,643
$BWXT BWX Technologies, Inc.$23,747Exited Positions (37)
$OBDC Blue Owl Capital Corp CAPITAL GROUP
GLOBAL X
INVESCO KBW
GABELLI FINL
$LNG Cheniere Energy, Inc.
$CCZ COMCAST CORP
$APP AppLovin Corp
$PFLA PennantPark Floating Rate Capital Ltd.
$NEM NEWMONT Corp /DE/
$PKST Peakstone Realty Trust
$DBL DoubleLine Opportunistic Credit Fund
$BCX BlackRock Resources & Commodities Strategy Trust ISHARES MSCI
STATE STREET
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for MPWM ADVISORY SOLUTIONS, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track MPWM ADVISORY SOLUTIONS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MPWM ADVISORY SOLUTIONS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: MPWM ADVISORY SOLUTIONS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MPWM ADVISORY SOLUTIONS, LLC (SEC CIK: 2056693), 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 MPWM ADVISORY SOLUTIONS, 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.