Merrithew & Thorsten Inc

CIK 0002107460 · Q1 2026

13F Equity AUM

$106K

-99.9% QoQ

Positions

110

0 QoQ

AUM Rank

#12,332

Top 99%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 72.4%Top 10: 89.1%Top 20: 95.6%

VOO24.4%

PTY17.3%

NDQ15.3%

AAPL8.8%

VCR6.5%

VDC5.6%

PLD5.5%

O2.3%

ORCL2.0%

GOOGL1.4%

Others (100)10.9%

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

Sector Allocation

Financial Services72.6%

Technology12.1%

Real Estate7.8%

Communication Services2.9%

Other4.7%

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

Position Sizing

Positions: 110Median: 0.03%Avg: 0.91%

0–0.5%

95(6.3%)

0.5–1%

2(1.1%)

1–3%

6(9.1%)

3–5%

0(0.0%)

5%+

7(83.5%)

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

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Holdings

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