Performance vs S&P 500

03
Tracked Q1 2026–Q2 2026 +14.4%
S&P 500 total return (same window) +14.8%
Excess return -0.4%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

04
Health Care 100.0%

Full portfolio 1 positions

05
Type Streak 8Q trend
ANGO AngioDynamics, Inc. - Common Stock $23,659,114 100.00% 1,818,533 $130,798 Down ×1

Top movers (QoQ)

10
SecurityActionShares ΔValue Δ
ANGO Trimmed -251K +$131K