WCG Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1855713
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.2B
Holdings
555
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WCG Wealth Advisors LLC disclosed 555 positions worth $4.2B in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 72 new positions and exited 36 — including a new stake in $SNDK. The portfolio is most concentrated in Other (59.3% of disclosed assets). All figures are sourced directly from WCG Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1855713.
AI Fund Analysis
StablePIMCO ETF TR - MULTISECTOR
3.4% weight
Held 9 quarters
$NVDA2.8% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
2.2% weight
Held 10 quarters
$AAPL2.1% weight
Held 10 quarters
DBX ETF TR - XTRA US NATL
1.8% weight
Held 6 quarters
ISHARES TR - CORE MSCI EAF
6 quarters accumulating
FIRST TR EXCHNG TRADED FD
6 quarters accumulating
$VZ6 quarters accumulating
VANGUARD SPECIALIZED FUNDS
5 quarters accumulating
ISHARES TR - NATIONAL MUN
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PIMCO ETF TR - MULTISECTOR BD
—Quality
$143.5M5,410,406 sh- 85.9#5
Quality
$116.7M583,422 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$94.0M1,069,193 sh- 76.4
Quality
$89.9M310,820 sh DBX ETF TR - XTRA US NATL ETF
—Quality
$75.1M1,926,232 shLATTICE STRATEGIES TR - HARTFORD MLT ETF
—Quality
$71.7M1,773,405 shPIMCO ETF TR - INTER MUN BD ACT
—Quality
$71.5M1,359,631 shISHARES TR - CORE S&P500 ETF
—Quality
$71.2M95,110 sh- 68.7
Quality
$71.1M298,497 sh - 78.2
Quality
$59.8M167,248 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR - MULTISECTOR BD | — | $143.5M | 5,410,406 |
| NVIDIA CORP$NVDA | 85.9#5 | $116.7M | 583,422 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $94.0M | 1,069,193 |
| Apple Inc.$AAPL | 76.4 | $89.9M | 310,820 |
| DBX ETF TR - XTRA US NATL ETF | — | $75.1M | 1,926,232 |
| LATTICE STRATEGIES TR - HARTFORD MLT ETF | — | $71.7M | 1,773,405 |
| PIMCO ETF TR - INTER MUN BD ACT | — | $71.5M | 1,359,631 |
| ISHARES TR - CORE S&P500 ETF | — | $71.2M | 95,110 |
 AMAZON COM INC$AMZN | 68.7 | $71.1M | 298,497 |
 Alphabet Inc.$GOOG | 78.2 | $59.8M | 167,248 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WCG Wealth Advisors LLC's 555 positions.
Showing top 10 of 555 holdings.
Sector Allocation
Other
$2.5B
Technology
$748.8M
Financials
$447.6M
Consumer Discretionary
$141.9M
Healthcare
$100.2M
Industrials
$84.0M
Energy
$47.5M
Communication Services
$44.6M
Top Holdings — WCG Wealth Advisors LLC (Q2 2026)
Top 150 of 555 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 | — | PIMCO ETF TR - MULTISECTOR BD | $143.5M | 3.4% | +59% | — |
| 2 | $NVDA | NVIDIA CORP | $116.7M | 2.8% | +4% | 85.9 |
| 3 | — | SPDR SERIES TRUST - ST STR P500ETF | $94.0M | 2.2% | -8% | — |
| 4 | $AAPL | Apple Inc. | $89.9M | 2.1% | -2% | 76.4 |
| 5 | — | DBX ETF TR - XTRA US NATL ETF | $75.1M | 1.8% | +11% | — |
| 6 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | $71.7M | 1.7% | +2% | — |
| 7 | — | PIMCO ETF TR - INTER MUN BD ACT | $71.5M | 1.7% | +41% | — |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $71.2M | 1.7% | +93% | — |
| 9 | $AMZN | AMAZON COM INC | $71.1M | 1.7% | +2% | 68.7 |
| 10 | $GOOG | Alphabet Inc. | $59.8M | 1.4% | -4% | 78.2 |
| 11 | — | AMERICAN CENTY ETF TR - US EQT ETF | $55.6M | 1.3% | +1% | — |
| 12 | — | DBX ETF TR - XTRACKRS S&P 500 | $54.5M | 1.3% | -17% | — |
| 13 | — | THORNBURG ETF TR - MULTI SECTOR BD | $54.2M | 1.3% | +23% | — |
| 14 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $53.5M | 1.3% | +1% | — |
| 15 |  $MSFT | MICROSOFT CORP | $52.1M | 1.2% | +4% | 79.8 |
| 16 | — | MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF | $51.5M | 1.2% | +22% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $48.5M | 1.1% | -0% | 73.8 |
| 18 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $48.1M | 1.1% | -7% | — |
| 19 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $46.6M | 1.1% | +11% | — |
| 20 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $46.2M | 1.1% | +23% | — |
| 21 | — | TCW ETF TRUST - TRANS SYSTE ETF | $41.7M | 1.0% | -7% | — |
| 22 | — | SPDR SERIES TRUST - ST STR SP600SM C | $40.1M | 0.9% | -3% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $37.5M | 0.9% | +78% | — |
| 24 | — | DBX ETF TR - XTRACK MSCI EAFE | $36.5M | 0.9% | -15% | — |
| 25 |  $MU | MICRON TECHNOLOGY INC | $36.2M | 0.9% | +12% | 86.2 |
| 26 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $36.2M | 0.9% | -4% | — |
| 27 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $35.4M | 0.8% | -1% | — |
| 28 | — | ISHARES TR - RUS 1000 GRW ETF | $35.2M | 0.8% | +311% | — |
| 29 |  $IVZ | Invesco Ltd. | $33.6M | 0.8% | +719% | — |
| 30 |  $V | VISA INC. | $33.1M | 0.8% | -3% | 82.9 |
| 31 |  $META | Meta Platforms, Inc. | $32.5M | 0.8% | +0% | 79.6 |
| 32 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $31.6M | 0.8% | +4% | — |
| 33 |  $STT | STATE STREET CORP | $31.3M | 0.7% | -9% | 71.5 |
| 34 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $30.6M | 0.7% | -15% | — |
| 35 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $28.3M | 0.7% | -16% | — |
| 36 |  $AVGO | Broadcom Inc. | $28.2M | 0.7% | +38% | 84.5 |
| 37 |  $TSLA | Tesla, Inc. | $28.1M | 0.7% | -3% | 53.9 |
| 38 |  $SNDK | Sandisk Corp | $28.0M | 0.7% | NEW | 87.7 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $27.8M | 0.7% | +1% | 70.7 |
| 40 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $26.4M | 0.6% | -2% | — |
| 41 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $26.3M | 0.6% | +1% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $26.2M | 0.6% | +15% | — |
| 43 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $25.3M | 0.6% | +0% | — |
| 44 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $25.2M | 0.6% | +1% | — |
| 45 | — | ISHARES TR - CORE MSCI EAFE | $24.4M | 0.6% | +1% | — |
| 46 | — | SPDR SERIES TRUST - ST STR SP400VAL | $23.9M | 0.6% | +1% | — |
| 47 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $23.8M | 0.6% | +1% | — |
| 48 |  $AMAT | APPLIED MATERIALS INC /DE | $23.7M | 0.6% | -25% | 72.3 |
| 49 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $23.6M | 0.6% | +3% | — |
| 50 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $23.6M | 0.6% | +3% | — |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $23.0M | 0.5% | -5% | — |
| 52 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $22.8M | 0.5% | -38% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $22.5M | 0.5% | -16% | — |
| 54 | $STT | STATE STREET CORP | $22.4M | 0.5% | +7% | 71.5 |
| 55 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $21.9M | 0.5% | +6% | — |
| 56 | — | ISHARES TR - CORE UNIVRSL USD | $21.3M | 0.5% | +26% | — |
| 57 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF | $21.2M | 0.5% | +8% | — |
| 58 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $20.7M | 0.5% | +12% | — |
| 59 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | $20.3M | 0.5% | +7% | — |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $19.8M | 0.5% | +8% | — |
| 61 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $19.4M | 0.5% | +4% | — |
| 62 |  $MA | Mastercard Inc | $18.5M | 0.4% | -9% | 85.1 |
| 63 |  $WT | WisdomTree, Inc. | $18.3M | 0.4% | -41% | 59.9 |
| 64 | — | ISHARES TR - U.S. TECH ETF | $18.3M | 0.4% | -6% | — |
| 65 |  $NFLX | NETFLIX INC | $17.8M | 0.4% | +18% | 78.8 |
| 66 |  $SCHW | SCHWAB CHARLES CORP | $17.4M | 0.4% | -2% | 79.4 |
| 67 |  $BKNG | Booking Holdings Inc. | $17.1M | 0.4% | NEW | 58.5 |
| 68 | $IVZ | Invesco Ltd. | $16.9M | 0.4% | +3% | — |
| 69 |  $WMT | Walmart Inc. | $16.8M | 0.4% | +6% | 60.2 |
| 70 | — | NUSHARES ETF TR - NUVEEN ESG INTL | $16.6M | 0.4% | +11% | — |
| 71 |  $CRWD | CrowdStrike Holdings, Inc. | $16.4M | 0.4% | -28% | 67.7 |
| 72 |  $GOOGL | Alphabet Inc. | $15.7M | 0.4% | -0% | 78.2 |
| 73 | — | ISHARES TR - S&P 500 GRWT ETF | $15.5M | 0.4% | -2% | — |
| 74 |  $PLTR | Palantir Technologies Inc. | $15.2M | 0.4% | +8% | 84.6 |
| 75 |  $APP | AppLovin Corp | $14.5M | 0.3% | +2% | 84.4 |
| 76 | — | EA SERIES TRUST - FREEDOM 100 EM | $14.4M | 0.3% | -21% | — |
| 77 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $14.3M | 0.3% | -2% | — |
| 78 |  $ORCL | ORACLE CORP | $14.2M | 0.3% | +25% | 66.2 |
| 79 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $14.1M | 0.3% | -2% | — |
| 80 |  $CAT | CATERPILLAR INC | $13.6M | 0.3% | -0% | 66.5 |
| 81 | — | ISHARES TR - US SML CAP EQT | $13.6M | 0.3% | +1% | — |
| 82 |  $VRT | Vertiv Holdings Co | $13.4M | 0.3% | -1% | 81 |
| 83 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $13.2M | 0.3% | +2% | — |
| 84 |  $HOOD | Robinhood Markets, Inc. | $13.1M | 0.3% | +16% | 82.1 |
| 85 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $12.9M | 0.3% | +2% | — |
| 86 |  $XOM.R34088 | EXXON MOBIL CORP | $12.5M | 0.3% | +2% | 57.9 |
| 87 |  $LLY | ELI LILLY & Co | $12.5M | 0.3% | NEW | 87.5 |
| 88 |  $NU | Nu Holdings Ltd. | $12.4M | 0.3% | +7% | — |
| 89 | — | EA SERIES TRUST - STAN SU BETA ETF | $12.0M | 0.3% | +850% | — |
| 90 | — | NUSHARES ETF TR - NUVEEN ESG US | $11.9M | 0.3% | -29% | — |
| 91 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $11.9M | 0.3% | +21% | — |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $11.8M | 0.3% | +26% | 79.8 |
| 93 |  $INTC | INTEL CORP | $11.7M | 0.3% | -35% | 45.6 |
| 94 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $11.6M | 0.3% | -1% | — |
| 95 |  $COST | COSTCO WHOLESALE CORP /NEW | $11.4M | 0.3% | +9% | 66.2 |
| 96 |  $PM | Philip Morris International Inc. | $11.2M | 0.3% | -11% | 75.9 |
| 97 | — | DBX ETF TR - XTRACK USD HIGH | $11.1M | 0.3% | +21% | — |
| 98 | — | TIDAL TRUST I - FUND GRAN US ETF | $11.1M | 0.3% | +34% | — |
| 99 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $11.1M | 0.3% | -20% | — |
| 100 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $10.7M | 0.3% | +18% | — |
| 101 |  $UBER | Uber Technologies, Inc | $10.6M | 0.3% | +1% | 73.5 |
| 102 | $IVZ | Invesco Ltd. | $10.6M | 0.3% | -8% | — |
| 103 |  $JNJ | JOHNSON & JOHNSON | $10.4M | 0.3% | +33% | 69 |
| 104 |  $ABNB | Airbnb, Inc. | $10.3M | 0.2% | +124% | 71 |
| 105 | — | ISHARES TR - S&P 500 VAL ETF | $10.2M | 0.2% | -31% | — |
| 106 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | $10.0M | 0.2% | +6% | — |
| 107 |  $CSCO | CISCO SYSTEMS, INC. | $9.8M | 0.2% | -14% | 70.3 |
| 108 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $9.2M | 0.2% | -4% | — |
| 109 | — | ISHARES TR - CORE US AGGBD ET | $9.0M | 0.2% | +10% | — |
| 110 | — | NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C | $9.0M | 0.2% | NEW | — |
| 111 |  $HD | HOME DEPOT, INC. | $9.0M | 0.2% | +16% | 60.3 |
| 112 |  $COR | Cencora, Inc. | $8.8M | 0.2% | +22% | 61.1 |
| 113 |  $GLD | SPDR GOLD TRUST | $8.8M | 0.2% | +13% | — |
| 114 |  $ELV | Elevance Health, Inc. | $8.8M | 0.2% | NEW | 59 |
| 115 | — | IMPAX FUNDS SERIES TRUST I - GLOB SUS INF ETF | $8.7M | 0.2% | +156% | — |
| 116 |  $IQV | IQVIA HOLDINGS INC. | $8.6M | 0.2% | +28% | 61.4 |
| 117 |  $ADI | ANALOG DEVICES INC | $8.4M | 0.2% | +3% | 79.2 |
| 118 |  $MDT | Medtronic plc | $8.3M | 0.2% | +39% | 68.7 |
| 119 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $8.3M | 0.2% | -5% | — |
| 120 |  $PANW | Palo Alto Networks Inc | $8.0M | 0.2% | -19% | 65.5 |
| 121 |  $TPL | Texas Pacific Land Corp | $7.9M | 0.2% | +2% | 73 |
| 122 | — | ISHARES TR - RUSSELL 2000 ETF | $7.8M | 0.2% | +4% | — |
| 123 | — | GLOBAL X FDS - US INFR DEV ETF | $7.7M | 0.2% | -28% | — |
| 124 | — | ISHARES INC - CORE MSCI EMKT | $7.6M | 0.2% | -42% | — |
| 125 |  $WFC | WELLS FARGO & COMPANY/MN | $7.3M | 0.2% | +5% | 61.8 |
| 126 |  $GD | GENERAL DYNAMICS CORP | $7.3M | 0.2% | +16% | 68.7 |
| 127 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | $7.1M | 0.2% | +14% | — |
| 128 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $7.0M | 0.2% | +23% | — |
| 129 |  $NVS | NOVARTIS AG | $6.9M | 0.2% | +12% | — |
| 130 |  $DIS | Walt Disney Co | $6.7M | 0.2% | +5% | 60.1 |
| 131 |  $SHOP | SHOPIFY INC. | $6.7M | 0.2% | -16% | 64.9 |
| 132 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $6.7M | 0.2% | -10% | — |
| 133 |  $ICE | Intercontinental Exchange, Inc. | $6.7M | 0.2% | +184% | 73.7 |
| 134 | — | SPDR SERIES TRUST - ST STR P500GRW | $6.6M | 0.2% | -6% | — |
| 135 |  $CCZ | COMCAST CORP | $6.6M | 0.2% | +269% | 59.5 |
| 136 | — | ISHARES TR - EXPANDED TECH | $6.6M | 0.2% | NEW | — |
| 137 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $6.5M | 0.1% | +1% | — |
| 138 |  $APH | AMPHENOL CORP /DE/ | $6.4M | 0.1% | +4% | 79.3 |
| 139 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $6.3M | 0.1% | +1% | — |
| 140 |  $D | DOMINION ENERGY, INC | $6.2M | 0.1% | +6% | 69.9 |
| 141 |  $PG | PROCTER & GAMBLE Co | $6.2M | 0.1% | +10% | 64.6 |
| 142 |  $COP | CONOCOPHILLIPS | $6.2M | 0.1% | +7% | 70.2 |
| 143 |  $BDX | BECTON DICKINSON & CO | $6.1M | 0.1% | +34% | 59 |
| 144 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETF | $6.1M | 0.1% | +10% | — |
| 145 | — | ISHARES TR - EAFE GRWTH ETF | $6.1M | 0.1% | NEW | — |
| 146 |  $CRM | Salesforce, Inc. | $6.0M | 0.1% | +26% | 77 |
| 147 |  $ANET | Arista Networks, Inc. | $6.0M | 0.1% | +16% | 81.9 |
| 148 | $IVZ | Invesco Ltd. | $6.0M | 0.1% | -7% | — |
| 149 |  $CLS | CELESTICA INC | $6.0M | 0.1% | +13% | 69.8 |
| 150 | — | ISHARES TR - CORE S&P MCP ETF | $6.0M | 0.1% | +7% | — |
New Positions (72)
$SNDK Sandisk Corp$28.0M$BKNG Booking Holdings Inc.$17.1M$LLY ELI LILLY & Co$12.5M NEW YORK LIFE INVESTMENTS ET - FTSE INTL EQTY C$9.0M
$ELV Elevance Health, Inc.$8.8M ISHARES TR - EXPANDED TECH$6.6M
ISHARES TR - EAFE GRWTH ETF$6.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$5.5M
$CRWV CoreWeave, Inc.$4.8M BLACKROCK ETF TRUST - ISHA LA CORE ETF$4.6M
$UNH UNITEDHEALTH GROUP INC$4.3M
$SPGI S&P Global Inc.$4.3M BLACKROCK ETF TRUST - ISHARES DEFENSE$4.0M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.0M
$AJG Arthur J. Gallagher & Co.$3.9M
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 WCG Wealth Advisors 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 WCG Wealth Advisors LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for WCG Wealth Advisors 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: WCG Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WCG Wealth Advisors LLC (SEC CIK: 1855713), 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 WCG Wealth Advisors 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.