CIK 0000810958 · Q1 2026
13F Equity AUM
$401.0M
-0.6% QoQ
Positions
119
-5 QoQ
AUM Rank
#4,942
Top 40%
Skill Alpha (FF)
-0.9%/yrns
No Clear EdgeRank #3,499 · Top 43%
vs S&P -4.3%/yr (unadj.)
Quarters Tracked
54
~13 years
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Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”
Count of positions per weight bucket — (%) = combined portfolio weight