CIK 0000943719 · Q2 2026
13F Equity AUM
$314.2M
+4.0% QoQ
Positions
1
0 QoQ
AUM Rank
#4,919
Top 56%
Skill Alpha (FF)
+4.4%/yrns
No Clear Edgevs S&P +1.1%/yr (unadj.)
Quarters Tracked
53
~13 years
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HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.
Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.