Powers Advisory Group, LLC
Sector Allocation
- Other73.2%$241.5M
- Financials8.4%$27.7M
- Technology5.5%$18.2M
- Consumer Staples3.6%$12.0M
- Healthcare2.2%$7.1M
- Utilities1.6%$5.3M
- Consumer Discretionary1.6%$5.2M
- Industrials1.5%$4.9M
- Energy1.4%$4.7M
- Materials0.5%$1.5M
AUM History
13fpro.ai/research/fund/powers-advisory-group-llc-1927474
Conviction and streaks
Concentrating · top 10 = 55.7%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
- SCHWAB$37.2M
- ISHARES$25.6M
- SCHWAB$24.7M
- SCHWAB$18.3M
- VANGUARD$15.8M
- SCHWAB$14.8M
- VANGUARD$13.5M
- VANGUARD$12.6M
- ISHARES$11.2M
- ISHARES$10.2M
- FIDELITY$9.9M
MSFT
$6.8M- SCHWAB$6.7M
- SCHWAB$6.5M
WT
$6.1M- ISHARES$5.6M
- $5.4M
- FRANKLIN$5.0M
- $3.9M
- DIMENSIONAL$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/powers-advisory-group-llc-1927474
Powers Advisory Group, LLC 13F holdings — Q3 2026
$330.0M portfolio (+3.4% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$37.2M
11.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE DIV GRWTH
$25.6M
7.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$24.7M
7.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - INTL EQTY ETF
$18.3M
5.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$15.8M
4.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US LCAP GR ETF
$14.8M
4.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$13.5M
4.1% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$12.6M
3.8% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - 0-5YR HI YL CP
$11.2M
3.4% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - ISHS 1-5YR INVS
$10.2M
3.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $37.2M | 11.3% | +3% | — | — | — | — | |
| 2 | ISHARES TR - CORE DIV GRWTH | $25.6M | 7.8% | +7% | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $24.7M | 7.5% | +7% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $18.3M | 5.5% | +9% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $15.8M | 4.8% | +3% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $14.8M | 4.5% | +1% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $13.5M | 4.1% | +12% | — | — | — | — | |
| 8 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $12.6M | 3.8% | +10% | — | — | — | — | |
| 9 | ISHARES TR - 0-5YR HI YL CP | $11.2M | 3.4% | +8% | — | — | — | — | |
| 10 | ISHARES TR - ISHS 1-5YR INVS | $10.2M | 3.1% | +4% | — | — | — | — |
All holdings — Powers Advisory Group, LLC (Q3 2026)
128 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 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETFetf/fund | — | $9.9M | 3.0% | 163K | +5% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $6.8M | 2.1% | 13K | -6% | 11+ qtrsTrimmed 2 qtrs in a row | 79.8 | 13F | |
| 13 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $6.7M | 2.0% | 204K | +6% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $6.5M | 2.0% | 191K | +5% | — | — | 13F |
| 15 | WisdomTree, Inc. | Financials | $6.1M | 1.8% | 82K | +0.6% | 11+ qtrsAdded 8 qtrs in a row | 61.4 | 13F | |
| 16 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $5.6M | 1.7% | 110K | +22% | — | — | 13F |
| 17 | WisdomTree, Inc. | Financials | $5.4M | 1.6% | 55K | +15% | 11+ qtrsAdded 8 qtrs in a row | 61.4 | 13F | |
| 18 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TILetf/fund | — | $5.0M | 1.5% | 117K | +17% | — | — | 13F |
| 19 | WisdomTree, Inc. | Financials | $3.9M | 1.2% | 38K | +12% | 11+ qtrsAdded 8 qtrs in a row | 61.4 | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $3.4M | 1.0% | 45K | +17% | — | — | 13F |
| 21 | Apple Inc. | Technology | $3.4M | 1.0% | 10K | -3% | 11+ qtrsTrimmed 3 qtrs in a row | 75.7 | 13F | |
| 22 | Walmart Inc. | Consumer Staples | $3.1M | 0.9% | 29K | -2% | 11+ qtrsTrimmed 3 qtrs in a row | 60.1 | 13F | |
| 23 | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.8% | 9,599 | -1% | 11+ qtrsTrimmed 3 qtrs in a row | 69.2 | 13F | |
| 24 | WisdomTree, Inc. | Financials | $2.4M | 0.7% | 44K | -7% | 11+ qtrsAdded 8 qtrs in a row | 61.4 | 13F | |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $2.2M | 0.7% | 29K | +27% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P500 ETF | — | $2.1M | 0.7% | 2,793 | +19% | |||
| 27 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.1M | 0.6% | 4,151 | -2% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $2.1M | 0.6% | 6,293 | +1% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $2.0M | 0.6% | 1,717 | -13% | |||
| 30 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.0M | 0.6% | 2,664 | +4% | |||
| 31 | $WT | WisdomTree, Inc. | Financials | $1.9M | 0.6% | 49K | -0.1% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.5% | 12K | -3% | |||
| 33 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $1.8M | 0.5% | 31K | +28% | |||
| 34 | $WM | WASTE MANAGEMENT INC | Utilities | $1.7M | 0.5% | 8,109 | +0.6% | |||
| 35 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.5% | 9,485 | +0.1% | |||
| 36 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.5M | 0.5% | 69K | +6% | |||
| 37 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.5% | 21K | +4% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.5% | 5,931 | -2% | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.4M | 0.4% | 6,224 | -2% | |||
| 40 | — | PACER FDS TR - US CASH COWS 100 | — | $1.4M | 0.4% | 21K | +3% | |||
| 41 | $DE | DEERE & CO | Industrials | $1.3M | 0.4% | 1,981 | -0.3% | |||
| 42 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.4% | 15K | -3% | |||
| 43 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.4% | 3,722 | -2% | |||
| 44 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.4% | 1,676 | — | |||
| 45 | $TGT | TARGET CORP | Consumer Staples | $1.3M | 0.4% | 8,083 | -3% | |||
| 46 | $SO | SOUTHERN CO | Utilities | $1.2M | 0.4% | 15K | -2% | |||
| 47 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.3% | 5,510 | — | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.3% | 8,583 | +4% | |||
| 49 | $USB | US BANCORP \DE\ | Financials | $853K | 0.3% | 15K | -3% | |||
| 50 | $DUK | Duke Energy CORP | Utilities | $845K | 0.3% | 7,415 | +1% | |||
| 51 | — | ISHARES TR - SELECT DIVID ETF | — | $843K | 0.3% | 5,542 | -0.1% | |||
| 52 | $NVDA | NVIDIA CORP | Technology | $812K | 0.3% | 3,557 | +3% | |||
| 53 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $809K | 0.3% | 16K | +17% | |||
| 54 | $PM | Philip Morris International Inc. | Consumer Staples | $798K | 0.2% | 4,182 | -6% | |||
| 55 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $796K | 0.2% | 6,756 | +6% | |||
| 56 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $783K | 0.2% | 22K | -6% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $764K | 0.2% | 2,176 | +6% | |||
| 58 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $758K | 0.2% | 8,068 | -2% | |||
| 59 | $GLW | CORNING INC /NY | Materials | $754K | 0.2% | 4,905 | -10% | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $733K | 0.2% | 1,739 | +3% | |||
| 61 | $PANW | Palo Alto Networks Inc | Technology | $713K | 0.2% | 1,795 | +0.1% | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $713K | 0.2% | 9,329 | -16% | |||
| 63 | $PAYX | PAYCHEX INC | Technology | $710K | 0.2% | 7,210 | -3% | |||
| 64 | $META | Meta Platforms, Inc. | Technology | $701K | 0.2% | 966 | +22% | |||
| 65 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $697K | 0.2% | 1,371 | — | |||
| 66 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $681K | 0.2% | 7,978 | -10% | |||
| 67 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $679K | 0.2% | 15K | -6% | |||
| 68 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $646K | 0.2% | 8,867 | -7% | |||
| 69 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $639K | 0.2% | 9,484 | +0.8% | |||
| 70 | $SYY | SYSCO CORP | Consumer Discretionary | $635K | 0.2% | 8,147 | -4% | |||
| 71 | $V | VISA INC. | Financials | $634K | 0.2% | 1,764 | +9% | |||
| 72 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $628K | 0.2% | 1,679 | -58% | |||
| 73 | $WT | WisdomTree, Inc. | Financials | $582K | 0.2% | 5,988 | +0.4% | |||
| 74 | $ED | CONSOLIDATED EDISON INC | Utilities | $578K | 0.2% | 5,657 | -5% | |||
| 75 | $O | REALTY INCOME CORP | Real Estate | $564K | 0.2% | 10K | -6% | |||
| 76 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $560K | 0.2% | 10K | +2% | |||
| 77 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $559K | 0.2% | 1,226 | -2% | |||
| 78 | $TD | TORONTO DOMINION BANK | Financials | $533K | 0.2% | 4,538 | — | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $531K | 0.2% | 501 | -9% | |||
| 80 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $513K | 0.2% | 8,643 | +98% | |||
| 81 | $MRK | Merck & Co., Inc. | Healthcare | $504K | 0.1% | 3,467 | -4% | |||
| 82 | $CSCO | CISCO SYSTEMS, INC. | Technology | $498K | 0.1% | 4,626 | -0.6% | |||
| 83 | $MA | Mastercard Inc | Financials | $453K | 0.1% | 821 | +5% | |||
| 84 | $PSX | Phillips 66 | Energy | $437K | 0.1% | 1,711 | +5% | |||
| 85 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $430K | 0.1% | 1,932 | +0.6% | |||
| 86 | $UL | UNILEVER PLC | Consumer Staples | $407K | 0.1% | 6,708 | -11% | |||
| 87 | $AFL | AFLAC INC | Financials | $403K | 0.1% | 3,607 | +0.3% | |||
| 88 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $398K | 0.1% | 5,010 | +3% | |||
| 89 | $KMB | KIMBERLY CLARK CORP | Materials | $397K | 0.1% | 4,077 | -12% | |||
| 90 | $EMR | EMERSON ELECTRIC CO | Industrials | $391K | 0.1% | 2,521 | +0.1% | |||
| 91 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $384K | 0.1% | 1,727 | -18% | |||
| 92 | $GOOG | Alphabet Inc. | Technology | $371K | 0.1% | 1,089 | +4% | |||
| 93 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $363K | 0.1% | 3,056 | +4% | |||
| 94 | $TXN | TEXAS INSTRUMENTS INC | Technology | $358K | 0.1% | 1,277 | +0.2% | |||
| 95 | $APD | Air Products & Chemicals, Inc. | Materials | $354K | 0.1% | 1,271 | +0.9% | |||
| 96 | $PLD | Prologis, Inc. | Real Estate | $345K | 0.1% | 2,654 | -2% | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $344K | 0.1% | 1,208 | +0.4% | |||
| 98 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $334K | 0.1% | 7,051 | New | |||
| 99 | $ABBV | AbbVie Inc. | Healthcare | $323K | 0.1% | 1,236 | +2% | |||
| 100 | $ABT | ABBOTT LABORATORIES | Healthcare | $321K | 0.1% | 3,243 | +2% | |||
| 101 | $NEE | NEXTERA ENERGY INC | Utilities | $320K | 0.1% | 4,224 | +6% | |||
| 102 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $313K | 0.1% | 3,352 | -16% | |||
| 103 | $ENB | ENBRIDGE INC | Energy | $305K | 0.1% | 6,570 | -6% | |||
| 104 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $300K | 0.1% | 3,751 | +0.3% | |||
| 105 | $BP | BP PLC | Energy | $299K | 0.1% | 6,786 | -4% | |||
| 106 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $298K | 0.1% | 1,126 | +223% | |||
| 107 | $MS | MORGAN STANLEY | Financials | $298K | 0.1% | 1,584 | +0.3% | |||
| 108 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $288K | 0.1% | 1,561 | -11% | |||
| 109 | $PFE | PFIZER INC | Healthcare | $279K | 0.1% | 9,797 | -15% | |||
| 110 | $AEE | AMEREN CORP | Utilities | $279K | 0.1% | 2,809 | +2% | |||
| 111 | $CAT | CATERPILLAR INC | Industrials | $277K | 0.1% | 342 | +4% | |||
| 112 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $264K | 0.1% | 531 | +3% | |||
| 113 | $WT | WisdomTree, Inc. | Financials | $264K | 0.1% | 2,354 | +0.1% | |||
| 114 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $260K | 0.1% | 5,232 | +0.6% | |||
| 115 | $UNP | UNION PACIFIC CORP | Industrials | $259K | 0.1% | 953 | +0.2% | |||
| 116 | — | ISHARES TR - U.S. TECH ETF | — | $258K | 0.1% | 975 | — | |||
| 117 | $T | AT&T INC. | Communication Services | $251K | 0.1% | 10K | -19% | |||
| 118 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $247K | 0.1% | 1,280 | -14% | |||
| 119 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $236K | 0.1% | 829 | -3% | |||
| 120 | $MDT | Medtronic plc | Healthcare | $233K | 0.1% | 2,695 | -7% | |||
| 121 | — | ISHARES TR - INTL SEL DIV ETF | — | $226K | 0.1% | 5,357 | +4% | |||
| 122 | $GSK | GSK plc | Healthcare | $226K | 0.1% | 4,686 | -2% | |||
| 123 | $CLX | CLOROX CO /DE/ | Consumer Staples | $225K | 0.1% | 2,775 | -37% | |||
| 124 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $224K | 0.1% | 1,308 | +0.6% | |||
| 125 | $EOG | EOG RESOURCES INC | Energy | $219K | 0.1% | 1,587 | New | |||
| 126 | $RTX | RTX Corp | Industrials | $209K | 0.1% | 1,125 | +5% | |||
| 127 | — | VANGUARD WORLD FD - INF TECH ETF | — | $201K | 0.1% | 1,601 | New | |||
| 128 | $LRCX | LAM RESEARCH CORP | Technology | $200K | 0.1% | 609 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 69 added to, 50 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- VANGUARD MUN BD FDS - TAX EXEMPT BD$334K
first bought this quarter
$EOGEOG RESOURCES INC$219K
first bought this quarter
- VANGUARD WORLD FD - INF TECH ETF$201K
first bought this quarter
Added to (69)
- ISHARES TR - CORE DIV GRWTH+7%
now $25.6M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+7%
now $24.7M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+9%
now $18.3M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+12%
now $13.5M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+3%
now $37.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+10%
now $12.6M
+63 more in the Excel export
Trimmed (50)
- VANGUARD INDEX FDS - MRNGSTR TTL STK-58%
now $628K
now $6.8M · held 11+ qtrs, 2 trims in a row
$LLYELI LILLY & Co-13%
now $2.0M · held 11+ qtrs, 3 trims in a row
$METAMeta Platforms, Inc.-16%
now $713K · held 11+ qtrs
$CLXCLOROX CO /DE/-37%
now $225K · held 11+ qtrs, 6 trims in a row
$AAPLApple Inc.-3%
now $3.4M · held 11+ qtrs, 3 trims in a row
+44 more in the Excel export
Holdings by quarter
Every 13F Powers Advisory Group, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Powers Advisory Group?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Powers Advisory Group's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 5% over the last 4
Top 10 weight
56%
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
Powers Advisory Group, LLC disclosed 128 positions worth $330.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 5. The portfolio is most concentrated in Other (73.2% of disclosed assets). All figures are sourced directly from Powers Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1927474.
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AI-Powered Hedge Fund Analysis: Powers Advisory Group, LLC
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Every holding in Powers Advisory Group, 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.