Almanack Investment Partners, LLC.

CIK 0001680613 · Q1 2026

13F Equity AUM

$592.4M

+0.7% QoQ

Positions

177

+6 QoQ

AUM Rank

#3,889

Top 31%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,126 · Top 38%

vs S&P -7.9%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 55.1%Top 10: 68.7%Top 20: 79.4%

GDMA29.2%

BAC7.9%

SGOL7.5%

SGOV5.8%

FNDE4.6%

SCHX3.7%

VTI3.3%

PICK2.3%

SCHG2.2%

DXJ2.1%

Others (167)31.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.2%

Communication Services9.0%

Technology2.6%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 177Median: 0.11%Avg: 0.56%

0–0.5%

155(19.6%)

0.5–1%

9(6.1%)

1–3%

6(12.3%)

3–5%

3(11.6%)

5%+

4(50.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 165Unique: 12vs 20 funds

2.3%Low

177

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

3.3%

4.1%

2.8%

2.2%

GEODE CAPITAL MANAGEMENT, LLC

1.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased67Decreased49Exited9

New Positions

CTA0.4%

+87K

EA SERIES TRUST0.2%

+25K

ZROZ0.2%

+15K

HGER0.1%

+17K

BIL0.1%

+5K

SCHD0.1%

+11K

SPHY0.1%

+16K

CMCSA0.1%

+11K

ARCC0.1%

+16K

IXC0.0%

+4K

Increased

GDMA29.2%

+471K(+12%)

SCHE2.0%

+169K(+90%)

SCHG2.2%

+90K(+25%)

CDX0.3%

+68K(+354%)

SGOV5.8%

+49K(+17%)

PDBC0.2%

+48K(+451%)

XLE2.0%

+34K(+21%)

SIVR0.3%

+19K(+391%)

FNDE4.6%

+13K(+2%)

PICK2.3%

+10K(+4%)

Decreased

BWZ0.4%

-446,067(-85%)

SCHX3.7%

-284,948(-25%)

EMLC0.2%

-190,695(-83%)

RING0.4%

-94,308(-74%)

GOF0.1%

-58,140(-54%)

CLOZ0.2%

-33,432(-48%)

HODL0.0%

-29,376(-74%)

JAAA0.2%

-17,169(-46%)

USFR0.2%

-14,476(-44%)

BXSL0.1%

-12,000(-50%)

Exited

-264,357

-103,851

-14,823

-186,416

-6,505

-3,262

-2,659

-1,338

-12,925

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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