| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| H&H International Investment | 0.04% | 60,000 | HELD |
| Matrix Asset Advisors | 0.02% | 2,063 | TRIMMED (-10.8%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 2,859 of 8,857 filers |
| Long-only filers among them | 2,830 |
| Change vs 2026 Q1 | -93 net · 1,859 entered · 1,952 exited |
| Shares reported, all filers | 1,428,144,334 |
| Reported value, all filers | $194.2B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 40 sales by 5 insiders ($124.6M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (2 purchases vs 3 sales). Bought by Democrats. Latest buy: Jul 17, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Piotroski — Financial health improved over the past year
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Red Flags
· Excess Accruals (Sloan) — Sloan accruals ratio beyond ±25%
Key figures
· Growth — Latest revenue: $4.5B · 5-yr revenue CAGR: 32.6% · Straight growth years: 7
· Piotroski — F-score: 8 · Return on assets: 18.3% · Operating cash flow: $2.1B
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.40 · Operating cash flow: $2.1B · Net income: $1.6B
· Bought by Members — Members buying: 1 · Buy txns: 2 · Sell txns: 3 · Latest buy: Jul 17, 2026
· Excess Accruals (Sloan) — Accruals ratio: 25.6% · Net income: $1.6B · Operating cash flow: $2.1B · Investing cash flow: $-2.8B
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Politician BEST — appeared in 5 of the last 20 quarterly lists; latest 2026 Q1, ranked #27 of 50.
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