Sterling Manor Financial, LLC
Nilai portofolio QoQ: -0.2% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 8,44% Perkiraan pembelian $14.741.989 · penjualan $13.502.429
Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q1 2026 · 90,7% masih dipegang
Rincian sektor
Portofolio lengkap 39 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPBO | $19.518.322 | 12,21% | 672.350 | $950.298 | Naik ×5 | ||
| JANU | $14.176.582 | 8,87% | 518.639 | $-4.095.958 | Turun ×3 | ||
| FTSM | $11.417.788 | 7,14% | 190.997 | $354.124 | Naik ×5 | ||
| IDEV | $11.053.721 | 6,91% | 132.269 | $-1.185.980 | Turun ×1 | ||
| RSP | $10.619.892 | 6,64% | 55.335 | $-2.456.951 | Turun ×2 | ||
| DGRO | $9.928.877 | 6,21% | 141.477 | $-1.312.948 | Turun ×5 | ||
| SPYG | $9.280.584 | 5,80% | 94.787 | $-2.004.743 | Turun ×5 | ||
| YSEP | $8.954.909 | 5,60% | 342.177 | $-1.016.083 | Turun ×1 | ||
| SJNK | $8.638.982 | 5,40% | 345.836 | $281.230 | Naik ×3 | ||
| VFVA | $7.957.740 | 4,98% | 59.117 | $-343.002 | Turun ×5 | ||
| SHLD | $7.628.194 | 4,77% | 107.682 | $31.373 | Turun ×1 | ||
| IWP | $7.522.980 | 4,71% | 58.718 | $-409.166 | Naik ×2 | ||
| XC | $6.548.192 | 4,10% | 209.878 | Naik ×1 | |||
| SHY | $5.204.800 | 3,26% | 63.035 | $-7.974 | Naik ×2 | ||
| FSMD | $4.730.661 | 2,96% | 105.784 | $15.459 | Turun ×5 | ||
| ZAP | $4.367.103 | 2,73% | 135.793 | Naik ×1 | |||
| AAPL | $3.175.674 | 1,99% | 12.513 | $-213.605 | Naik ×1 | ||
| SPY | $1.223.940 | 0,77% | 1.882 | $-77.845 | Turun ×2 | ||
| SDIV | $729.307 | 0,46% | 28.872 | $323.200 | Naik ×2 | ||
| OCTU | $708.939 | 0,44% | 25.681 | $228.437 | Naik ×2 | ||
| JEPI | $698.865 | 0,44% | 12.330 | $122.573 | Naik ×2 | ||
| DOGG | $696.153 | 0,44% | 32.066 | $147.021 | Naik ×2 | ||
| AMZN | $693.540 | 0,43% | 3.330 | $-75.091 | |||
| MSFT | $510.464 | 0,32% | 1.379 | $-345.059 | Turun ×3 | ||
| OKE | $338.963 | 0,21% | 3.750 | $-116.149 | Turun ×1 | ||
| WMT | $337.234 | 0,21% | 2.714 | $34.923 | |||
| AMD | $337.084 | 0,21% | 1.657 | $-17.779 | |||
| LCTU | $279.568 | 0,17% | 3.986 | $-51.767 | Turun ×2 | ||
| GOOGL | $276.058 | 0,17% | 960 | $-24.422 | |||
| ADX | $275.770 | 0,17% | 12.598 | Naik ×1 | |||
| XOM | $256.696 | 0,16% | 1.513 | Naik ×1 | |||
| KO | $241.839 | 0,15% | 3.180 | $13.234 | Turun ×1 | ||
| C | $238.161 | 0,15% | 2.100 | $-6.888 | |||
| XPO | $232.487 | 0,15% | 1.195 | Naik ×1 | |||
| AVGO | $232.133 | 0,15% | 750 | $-27.442 | |||
| CAT | $222.880 | 0,14% | 315 | Naik ×1 | |||
| JPM | $212.384 | 0,13% | 722 | $-84.703 | Turun ×2 | ||
| IBM | $209.182 | 0,13% | 863 | $-46.447 | |||
| ESGU | $208.877 | 0,13% | 1.477 | $-28.448 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| JANU | Dipangkas | -131K | -$4.1M |
| RSP | Dipangkas | -13K | -$2.5M |
| SPYG | Dipangkas | -11K | -$2.0M |
| DGRO | Dipangkas | -20K | -$1.3M |
| IDEV | Dipangkas | -16K | -$1.2M |
| YSEP | Dipangkas | -41K | -$1.0M |
| SPBO | Beli lebih banyak | +39K | +$950K |
| IWP | Beli lebih banyak | +794 | -$409K |
| FTSM | Beli lebih banyak | +6K | +$354K |
| MSFT | Dipangkas | -390 | -$345K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.