What does PENOBSCOT WEALTH MANAGEMENT hold?

PENOBSCOT WEALTH MANAGEMENT's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1875768.

What is PENOBSCOT WEALTH MANAGEMENT's AUM?

PENOBSCOT WEALTH MANAGEMENT reported approximately $387.7M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $544.5M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source PENOBSCOT WEALTH MANAGEMENT's holdings?

All PENOBSCOT WEALTH MANAGEMENT holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1875768. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is PENOBSCOT WEALTH MANAGEMENT's 13F data updated on 13F Pro?

PENOBSCOT WEALTH MANAGEMENT's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

PENOBSCOT WEALTH MANAGEMENT

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1875768

Institutional-grade research for retail investors

Sector Allocation

Other92.8%$359.8M
Financials3.1%$12.1M
Technology2.3%$8.9M
Healthcare0.8%$3.2M
Industrials0.4%$1.6M
Consumer Staples0.3%$991,503
Consumer Discretionary0.2%$665,978
Energy0.1%$498,146

AUM History

13fpro.ai/research/fund/penobscot-wealth-management-1875768

Conviction and streaks

Stable · top 10 = 65.4%

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.

$Conviction hold18.4% weight · held 11 quarters

$Conviction hold12.1% weight · held 11 quarters

$Conviction hold12.0% weight · held 11 quarters

$Conviction hold5.5% weight · held 11 quarters

$Conviction hold3.8% weight · held 11 quarters

$Accumulating+175% shares · 10 quarters running

$Accumulating+85% shares · 10 quarters running

$Accumulating+62% shares · 10 quarters running

$Accumulating+87% shares · 10 quarters running

$Accumulating+160% shares · 10 quarters running

$Trimming-59% shares · 10 quarters running

$Trimming-7% shares · 5 quarters running

$GLDTrimming-11% shares · 4 quarters running

$Trimming-10% shares · 3 quarters running

Largest positions — Q3 2026

SPDR
$71.5M
DIMENSIONAL
$47.1M
VANGUARD
$46.4M
ISHARES
$21.2M
VANGUARD
$14.7M
VANGUARD
$13.9M
ISHARES
$11.0M
J
$10.7M
DIMENSIONAL
$9.9M
DIMENSIONAL
$7.1M
VANGUARD
$6.4M
GLDM
$6.4M
VANGUARD
$5.1M
SPDR
$4.8M
VANGUARD
$4.7M
VANGUARD
$4.5M
FIDELITY
$4.2M
SCHWAB
$4.1M
FIDELITY
$3.8M
ISHARES
$3.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/penobscot-wealth-management-1875768

PENOBSCOT WEALTH MANAGEMENT 13F holdings — Q3 2026

$387.7M portfolio (+3.7% QoQ) · 120 holdings · Q3 2026 13F · top 10 are 65% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500ETF
$71.5M
18.4% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
$47.1M
12.1% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$46.4M
12.0% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - CORE INTL AGGR
$21.2M
5.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$14.7M
3.8% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD WORLD FD - INF TECH ETF
$13.9M
3.6% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES TR - 0-5 YR TIPS ETF
$11.0M
2.8% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
8
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
$10.7M
2.8% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$9.9M
2.6% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$7.1M
1.8% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$71.5M	18.4%	+1%	—	—	—	—
2	DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF	$47.1M	12.1%	+8%	—	—	—	—
3	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$46.4M	12.0%	+4%	—	—	—	—
4	ISHARES TR - CORE INTL AGGR	$21.2M	5.5%	+7%	—	—	—	—
5	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$14.7M	3.8%	+5%	—	—	—	—
6	VANGUARD WORLD FD - INF TECH ETF	$13.9M	3.6%	+0.1%	—	—	—	—
7	ISHARES TR - 0-5 YR TIPS ETF	$11.0M	2.8%	+8%	—	—	—	—
8	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	$10.7M	2.8%	+4%	—	—	—	—
9	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$9.9M	2.6%	+4%	—	—	—	—
10	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$7.1M	1.8%	+10%	—	—	—	—

All holdings — PENOBSCOT WEALTH MANAGEMENT (Q3 2026)

Sort

120 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	—	VANGUARD WORLD FD - FINANCIALS ETFetf/fund	—	$6.4M	1.7%	50K	+3%	—	—	13F
12	$GLDM	World Gold Trustetf/fund	Financials	$6.4M	1.6%	77K	+3%	7 qtrsAdded 3 qtrs in a row	—	13F
13	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$5.1M	1.3%	7,338	-4%	—	—	13F
14	—	SPDR SERIES TRUST - ST STR P500VALetf/fund	—	$4.8M	1.2%	79K	+3%	—	—	13F
15	—	VANGUARD WORLD FD - COMM SRVC ETFetf/fund	—	$4.7M	1.2%	24K	+7%	—	—	13F
16	—	VANGUARD WORLD FD - HEALTH CAR ETFetf/fund	—	$4.5M	1.2%	14K	+1%	—	—	13F
17	—	FIDELITY COVINGTON TRUST - MSCI CONSM DIS	—	$4.2M	1.1%	44K	+7%	—	—	13F
18	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$4.1M	1.1%	135K	+7%	—	—	13F
19	—	FIDELITY COVINGTON TRUST - MSCI INDL INDX	—	$3.8M	1.0%	42K	+8%	—	—	13F
20	—	ISHARES INC - MSCI JAPAN ETFetf/fund	—	$3.4M	0.9%	35K	+4%	—	—	13F
21	$AAPL	Apple Inc.	Technology	$3.2M	0.8%	9,692	+1%	11+ qtrs	75.7	13F
22	—	ISHARES TR - CORE MSCI TOTALetf/fund	—	$3.2M	0.8%	33K	-5%	—	—	13F
23	—	ISHARES TR - GLB INFRASTR ETFetf/fund	—	$2.8M	0.7%	45K	+3%	—	—	13F
24	—	ISHARES TR - CORE MSCI EUROetf/fund	—	$2.8M	0.7%	37K	+6%	—	—	13F
25	—	FIDELITY COVINGTON TRUST - ENHANCED SML CAP	—	$2.6M	0.7%	57K	+2%	—	—	13F
26	—	VANGUARD WORLD FD - ESG US STK ETF	—	$2.4M	0.6%	18K	+25%
27	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$2.3M	0.6%	30K	+24%
28	—	ISHARES TR - GL CLEAN ENE ETF	—	$2.2M	0.6%	132K	+8%
29	—	SPDR SERIES TRUST - SP KENSHO NEWEC	—	$2.2M	0.6%	34K	+6%
30	—	ISHARES TR - ESG AW MSCI EAFE	—	$2.1M	0.6%	21K	+26%
31	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.9M	0.5%	9,795	-4%
32	$IVZ	Invesco Ltd.	Financials	$1.9M	0.5%	17K	+2%
33	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.8M	0.5%	20K	+7%
34	$NVDA	NVIDIA CORP	Technology	$1.8M	0.5%	7,708	-4%
35	—	ISHARES TR - US CONSM STAPLES	—	$1.7M	0.4%	24K	+0.2%
36	$MSFT	MICROSOFT CORP	Technology	$1.7M	0.4%	3,302	+1%
37	—	FIDELITY COVINGTON TRUST - MSCI ENERGY IDX	—	$1.6M	0.4%	47K	+5%
38	—	ISHARES TR - CORE S&P TTL STK	—	$1.6M	0.4%	9,639	+0.0%
39	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.5M	0.4%	5,393	+8%
40	—	ISHARES TR - CORE MSCI EAFE	—	$1.5M	0.4%	15K	+10%
41	—	ISHARES TR - RUS MID CAP ETF	—	$1.4M	0.3%	13K	+5%
42	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$1.3M	0.3%	14K	+0.2%
43	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$1.3M	0.3%	26K	-2%
44	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$1.3M	0.3%	24K	-3%
45	—	ISHARES TR - U.S. TECH ETF	—	$1.3M	0.3%	4,817	-0.9%
46	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$1.3M	0.3%	24K	-0.5%
47	—	VANGUARD WORLD FD - CONSUM STP ETF	—	$1.2M	0.3%	5,412	+15%
48	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$1.1M	0.3%	28K	+13%
49	—	ISHARES TR - RUS 1000 ETF	—	$1.1M	0.3%	2,684	-0.8%
50	—	VANECK ETF TRUST - URANI NUCLE ETF	—	$1.1M	0.3%	11K	+4%
51	—	FIDELITY COVINGTON TRUST - MSCI MATLS INDEX	—	$1.1M	0.3%	19K	+9%
52	—	VANECK ETF TRUST - RARE EAR STR ETF	—	$1.1M	0.3%	16K	+12%
53	$IDXX	IDEXX LABORATORIES INC /DE	Healthcare	$968K	0.3%	1,854	-15%
54	$MRK	Merck & Co., Inc.	Healthcare	$946K	0.2%	6,514	+17%
55	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$932K	0.2%	13K	+4%
56	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$926K	0.2%	20K	+7%
57	$IVZ	Invesco Ltd.	Financials	$872K	0.2%	15K	+0.5%
58	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$870K	0.2%	4,024	+0.5%
59	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$796K	0.2%	15K	+24%
60	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$755K	0.2%	14K	-2%
61	—	NUSHARES ETF TR - NUVEEN ESG LRGVL	—	$746K	0.2%	14K	+20%
62	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$673K	0.2%	3,994	-2%
63	$AMZN	AMAZON COM INC	Consumer Discretionary	$666K	0.2%	2,673	-3%
64	—	ISHARES TR - ESG MSCI USA ETF	—	$660K	0.2%	9,702	+16%
65	$IVZ	Invesco Ltd.	Financials	$637K	0.2%	3,060	-1%
66	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$636K	0.2%	2,234	-0.6%
67	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$636K	0.2%	5,727	-1.0%
68	—	DIMENSIONAL ETF TRUST - INTERNATIONAL	—	$553K	0.1%	12K	+23%
69	$CAT	CATERPILLAR INC	Industrials	$548K	0.1%	675	-0.9%
70	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	—	$541K	0.1%	6,519	—
71	$GOOGL	Alphabet Inc.	Technology	$527K	0.1%	1,532	+11%
72	—	ISHARES INC - CORE MSCI EMKT	—	$527K	0.1%	6,496	+4%
73	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$522K	0.1%	5,796	+0.1%
74	—	ISHARES TR - SP SMCP600VL ETF	—	$515K	0.1%	4,021	—
75	$MU	MICRON TECHNOLOGY INC	Technology	$481K	0.1%	452	—
76	$IAU	ISHARES GOLD TRUST	Financials	$469K	0.1%	6,005	+69%
77	$GLD	SPDR GOLD TRUST	Financials	$463K	0.1%	1,216	-4%
78	—	SPDR SERIES TRUST - ST NUVE TERM ETF	—	$451K	0.1%	9,677	New
79	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$449K	0.1%	1,222	-3%
80	—	ISHARES TR - DOW JONES US ETF	—	$428K	0.1%	2,308	—
81	—	ISHARES TR - CORE S&P SCP ETF	—	$405K	0.1%	2,980	-4%
82	$JPM	JPMORGAN CHASE & CO	Financials	$404K	0.1%	1,221	+9%
83	—	ISHARES TR - RUS 1000 GRW ETF	—	$398K	0.1%	3,176	+6%
84	$ETN	Eaton Corp plc	Industrials	$376K	0.1%	876	+13%
85	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$359K	0.1%	7,589	+27%
86	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$352K	0.1%	1,525	-3%
87	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$345K	0.1%	3,174	+8%
88	$PG	PROCTER & GAMBLE Co	Consumer Staples	$339K	0.1%	2,330	+0.7%
89	$INTC	INTEL CORP	Technology	$328K	0.1%	2,725	-6%
90	$GOOG	Alphabet Inc.	Technology	$325K	0.1%	953	-6%
91	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$325K	0.1%	4,139	+0.1%
92	—	PACER FDS TR - US CASH COWS 100	—	$320K	0.1%	4,798	-0.9%
93	—	ISHARES TR - ISHARES SEMICDTR	—	$319K	0.1%	560	—
94	$META	Meta Platforms, Inc.	Technology	$317K	0.1%	437	+0.2%
95	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$317K	0.1%	3,727	+2%
96	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETF	—	$311K	0.1%	11K	+2%
97	$JNJ	JOHNSON & JOHNSON	Healthcare	$300K	0.1%	1,132	+8%
98	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$298K	0.1%	442	-0.9%
99	—	ISHARES TR - CORE S&P500 ETF	—	$287K	0.1%	375	+6%
100	$XOM.R34088	EXXON MOBIL CORP	Energy	$287K	0.1%	1,764	New
101	—	VANECK ETF TRUST - SHRT HGH YLD MUN	—	$283K	0.1%	13K	-14%
102	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$276K	0.1%	7,688	-0.1%
103	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$276K	0.1%	8,279	+0.4%
104	—	VANGUARD WORLD FD - MRNGSTR CAP ETF	—	$263K	0.1%	931	—
105	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$262K	0.1%	719	+3%
106	$GE	GENERAL ELECTRIC CO	Industrials	$261K	0.1%	837	—
107	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$259K	0.1%	2,983	+9%
108	$KO	COCA COLA CO	Consumer Staples	$240K	0.1%	2,788	+4%
109	$MMM	3M CO	Healthcare	$239K	0.1%	1,456	-0.4%
110	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$232K	0.1%	2,456	+0.2%
111	$FSLR	FIRST SOLAR, INC.	Technology	$229K	0.1%	1,310	—
112	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$224K	0.1%	4,543	New
113	$V	VISA INC.	Financials	$221K	0.1%	616	+3%
114	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$221K	0.1%	7,609	+1%
115	$PEP	PEPSICO INC	Consumer Staples	$213K	0.1%	1,679	-0.7%
116	$DOV	DOVER Corp	Industrials	$212K	0.1%	1,342	—
117	$CVX	CHEVRON CORP	Energy	$211K	0.1%	1,033	New
118	—	DIMENSIONAL ETF TRUST - US SUSTAINABILTY	—	$206K	0.1%	4,377	+0.0%
119	$GEV	GE Vernova Inc.	Industrials	$203K	0.1%	214	—
120	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$200K	0.1%	220	-0.5%

What changed in Q3 2026

Against the previous quarter's 13F: 4 new, 76 added to, 30 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

SPDR SERIES TRUST - ST NUVE TERM ETF$451K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$287K
first bought this quarter
VANGUARD MALVERN FDS - STRM INFPROIDX$224K
first bought this quarter
$CVXCHEVRON CORP$211K
first bought this quarter

Added to (76)

DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF+8%
now $47.1M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+4%
now $46.4M
ISHARES TR - CORE INTL AGGR+7%
now $21.2M
SPDR SERIES TRUST - ST STR P500ETF+1%
now $71.5M
ISHARES TR - 0-5 YR TIPS ETF+8%
now $11.0M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+5%
now $14.7M

+70 more in the Excel export

Trimmed (30)

VANGUARD INDEX FDS - S&P 500 ETF SHS-4%
now $5.1M
$IDXXIDEXX LABORATORIES INC /DE-15%
now $968K · held 11+ qtrs
ISHARES TR - CORE MSCI TOTAL-5%
now $3.2M
$NVDANVIDIA CORP-4%
now $1.8M · held 11+ qtrs
SELECT SECTOR SPDR TR - ST STR TECHN ETF-4%
now $1.9M
VANECK ETF TRUST - SHRT HGH YLD MUN-14%
now $283K

+24 more in the Excel export

Sold out (1)

$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $241K
held 6 qtrs

Firm AUM (Form ADV): $544.5M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F PENOBSCOT WEALTH MANAGEMENT has filed, 21 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PENOBSCOT WEALTH MANAGEMENT's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-2.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

65%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

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

PENOBSCOT WEALTH MANAGEMENT disclosed 120 positions worth $387.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 1 and a full exit from $IBM. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from PENOBSCOT WEALTH MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1875768.

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AI-Powered Hedge Fund Analysis: PENOBSCOT WEALTH MANAGEMENT

13F Pro is an AI hedge fund tracker and stock research platform. For PENOBSCOT WEALTH MANAGEMENT (SEC CIK: 1875768), 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 PENOBSCOT WEALTH MANAGEMENT'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.