{
 "ok": true,
 "schema": "pops4.edgar.portfolio/1",
 "kind": "13F",
 "name": "RENAISSANCE TECHNOLOGIES LLC",
 "cik": 1037389,
 "asOf": "2026-06-30",
 "filed": "2026-08-13",
 "source": {
  "holdingsReport": "https://www.sec.gov/Archives/edgar/data/1037389/000103738926000059/0001037389-26-000059-index.htm",
  "form": "13F-HR"
 },
 "unit": "portfolio",
 "holdings": {
  "lines": 2905,
  "stocks": 2832,
  "matchedWeight": 78.9,
  "stockWeight": 96.8,
  "lookedThrough": [],
  "notLookedThrough": [
   {
    "ticker": "ISHARES TR",
    "weight": 0.7,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SELECT SECTOR SPDR TR",
    "weight": 0.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "STATE STR SPDR S&P 500 ETF T",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANECK ETF TRUST",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SPDR SERIES TRUST",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "INVESCO QQQ TR",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INDEX FDS",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD MUN BD FDS",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD SCOTTSDALE FDS",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SCHWAB STRATEGIC TR",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES BITCOIN TRUST ETF",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SPDR GOLD TR",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD BD INDEX FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES INC",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "INVESCO EXCH TRADED FD TR II",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "DIREXION SHARES ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "J P MORGAN EXCHANGE TRADED F",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES SILVER TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "INVESCO EXCHANGE TRADED FD T",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD WORLD FD",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "BLACKROCK ETF TRUST II",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIDELITY MERRIMACK STR TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "PIMCO ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "DIMENSIONAL ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES GOLD TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INTL EQUITY INDEX F",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "CAPITAL GRP FIXED INCM ETF T",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "GOLDMAN SACHS ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD CHARLOTTE FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VOLATILITY SHS TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD WHITEHALL FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "AMERICAN CENTY ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "PROSHARES TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "NEOS ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES ETHEREUM TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "AMPLIFY ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "GRANITESHARES ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "CAPITAL GROUP GROWTH ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "BLACKROCK ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES GOLD TRUST MICRO",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "GLOBAL X FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VALKYRIE ETF TRUST II",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ARK ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIRST TR EXCHANGE TRADED FD",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "TIDAL TRUST II",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ETF OPPORTUNITIES TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIDELITY COVINGTON TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD ADMIRAL FDS INC",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "PUTNAM ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIRST TR EXCHNG TRADED FD VI",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SSGA ACTIVE ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD SPECIALIZED FUNDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "BITWISE BITCOIN ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANECK BITCOIN ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "LEGG MASON ETF INVT",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIRST TR EXCH TRADED FD III",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "WEDBUSH SER TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VICTORY PORTFOLIOS II",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "AMERICAN VANGUARD CORP",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ARK 21SHARES BITCOIN ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SPDR INDEX SHS FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ROUNDHILL ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ADVISORSHARES TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "MORGAN STANLEY ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ABRDN SILVER ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANECK MERK GOLD ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD MALVERN FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ETF SER SOLUTIONS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ABRDN PALLADIUM ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "FIRST TR EXCHANGE-TRADED FD",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "THEMES ETF TR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ABRDN PLATINUM ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "INVESTMENT MANAGERS SER TR I",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   }
  ]
 },
 "performance": {
  "ok": true,
  "from": "2026-03-31",
  "to": "2026-06-30",
  "return": 11.6,
  "benchmark": {
   "name": "iShares Core S&P 500 ETF (IVV)",
   "return": 14.6,
   "from": "a second pension’s 13Fs"
  },
  "vsBenchmark": -3,
  "rose": 1649,
  "priced": 2519,
  "coverage": 88.3,
  "addedMost": [
   {
    "name": "INTEL CORP",
    "weight": 0.6,
    "price": 216.4,
    "points": 1.25,
    "confirmed": true
   },
   {
    "name": "WESTERN DIGITAL CORP",
    "weight": 0.5,
    "price": 136.1,
    "points": 0.75
   },
   {
    "name": "STERLING INFRASTRUCTURE INC",
    "weight": 0.6,
    "price": 106.1,
    "points": 0.59
   },
   {
    "name": "CORCEPT THERAPEUTICS INC",
    "weight": 0.4,
    "price": 115.7,
    "points": 0.47
   },
   {
    "name": "DELL TECHNOLOGIES INC",
    "weight": 0.2,
    "price": 162.9,
    "points": 0.34,
    "confirmed": true
   }
  ],
  "costMost": [
   {
    "name": "PALANTIR TECHNOLOGIES INC",
    "weight": 1.8,
    "price": -20.2,
    "points": -0.37
   },
   {
    "name": "KINROSS GOLD CORP",
    "weight": 1.4,
    "price": -22.6,
    "points": -0.31
   },
   {
    "name": "UNITED THERAPEUTICS CORP DEL",
    "weight": 1.9,
    "price": -8.6,
    "points": -0.16
   },
   {
    "name": "FRANCO NEV CORP",
    "weight": 1,
    "price": -15.6,
    "points": -0.15
   },
   {
    "name": "CHEVRON CORPORATION",
    "weight": 0.7,
    "price": -19.9,
    "points": -0.15
   }
  ],
  "changes": {
   "newPositions": 566,
   "newShare": 10.2,
   "exited": 639,
   "exitedShare": 8.7,
   "addedTo": 1012,
   "trimmed": 1399,
   "bookValueFrom": 63929893013,
   "bookValueTo": 72617871974
  },
  "heldBack": [
   {
    "name": "MICRON TECHNOLOGY INC",
    "weight": 1.1,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "SANDISK CORP",
    "weight": 0.8,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CARVANA CO",
    "weight": 0.6,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ADVANCED MICRO DEVICES INC",
    "weight": 0.1,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "COMPANHIA DE SANEAMENTO BASI",
    "weight": 0.1,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "CREDO TECHNOLOGY GROUP HOLDI",
    "weight": 0.1,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ABRDN PALLADIUM ETF TRUST",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ACM RESH INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "AGILON HEALTH INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "AMBIQ MICRO INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ARTERIS INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ASTRONOVA INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ATOSSA THERAPEUTICS INC",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "BACKBLAZE INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "BANDWIDTH INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "BLACKBERRY LTD",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "BLUE GOLD LTD",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "CEL-SCI CORP",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "CEVA INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CLOVER HEALTH INVESTMENTS CO",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "COMPASS PATHWAYS PLC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CONTEXT THERAPEUTICS INC",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "DIGITAL TURBINE INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "DIREXION SHARES ETF TRUST",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ENTRAVISION COMMUNICATIONS C",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ETF OPPORTUNITIES TRUST",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "EVERSPIN TECHNOLOGIES INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "FUELCELL ENERGY INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "HYLIION HOLDINGS CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ISHARES TR",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ISHARES TR",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "LANTERN PHARMA INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "LESLIES INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "LIPOCINE INC NEW",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "MAXLINEAR INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "MDXHEALTH SA",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "METHODE ELECTRS INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "NEXTCURE INC",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "OPTICAL CABLE CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "OUSTER INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "RACKSPACE TECHNOLOGY INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "RAFAEL HLDGS INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "RED ROBIN GOURMET BURGERS IN",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "REE AUTOMOTIVE LTD",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ROCKY MTN CHOCOLATE FACTORY",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "SCULLY ROYALTY LTD",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "SKILLZ INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "TREACE MED CONCEPTS INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "VANGUARD INDEX FDS",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "VANGUARD INDEX FDS",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "VINCE HLDG CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "VISHAY PRECISION GROUP INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "VISTAGEN THERAPEUTICS INC",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "WIDEPOINT CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   }
  ],
  "heldBackShare": 2.8,
  "sources": {
   "earlier": "https://www.sec.gov/Archives/edgar/data/1037389/000103738926000033/0001037389-26-000033-index.htm",
   "later": "https://www.sec.gov/Archives/edgar/data/1037389/000103738926000059/0001037389-26-000059-index.htm"
  },
  "meaning": "Price return of the stock book: the 2026-03-31 holdings valued at 2026-06-30 prices, both from the filer’s own 13Fs. Not the fund’s official return or funded status; dividends and trades between quarter ends are not in it."
 },
 "actuarial": {
  "top10Weight": 13.2,
  "effectiveHoldings": 269.8,
  "largestSector": {
   "name": "Technology & communications",
   "shareOfChecked": 43
  },
  "sectorMix": [
   {
    "name": "Technology & communications",
    "weight": 17.3,
    "shareOfChecked": 43
   },
   {
    "name": "Health care",
    "weight": 5.9,
    "shareOfChecked": 14.7
   },
   {
    "name": "Industrials & services",
    "weight": 5.9,
    "shareOfChecked": 14.7
   },
   {
    "name": "Consumer",
    "weight": 4.3,
    "shareOfChecked": 10.7
   },
   {
    "name": "Financials",
    "weight": 2.3,
    "shareOfChecked": 5.7
   },
   {
    "name": "Materials",
    "weight": 2.2,
    "shareOfChecked": 5.4
   },
   {
    "name": "Energy",
    "weight": 2,
    "shareOfChecked": 4.9
   },
   {
    "name": "Utilities",
    "weight": 0.4,
    "shareOfChecked": 1
   }
  ],
  "revenueRange": {
   "weightedHalfWidth": 16.8,
   "coverage": 53.9,
   "meaning": "weighted average half-width of Edgarette’s 80% revenue ranges (method v4.1, tested on an unseen year) for the holdings she covers; wider = harder to predict"
  },
  "warningShare": 2,
  "checkedShare": 40.3,
  "speedCash": {
   "coverage": 70.6,
   "cashConversion": 22.3,
   "growth3y": 13.5,
   "dividendPayers": 47.3,
   "dividendRaisers": 37.5,
   "equityRatio": 38.8,
   "liabilitiesOverAssets": 9.8,
   "quadrants": {
    "fs": 35.6,
    "ss": 16.5,
    "fj": 31.1,
    "sj": 16.8
   },
   "compass": {
    "now": 13.9,
    "later": 41.8,
    "notyet": 7,
    "steady": 6.7,
    "fading": 13.4,
    "between": 17.2
   },
   "meaning": "weighted by the portfolio’s holdings, from each company’s own audited filings (SEC XBRL, fiscal 2025); shares are of the covered weight"
  },
  "expectedReturn": {
   "dividendYield": 0.8,
   "buybackYield": 1.6,
   "incomeYield": 2.4,
   "pe": 41.1,
   "growth": {
    "low": -4.7,
    "mid": 15.5,
    "high": 32.7
   },
   "valuationChange": 0,
   "range": {
    "low": -2.3,
    "mid": 17.9,
    "high": 35.1,
    "level": 80,
    "horizon": "next 12 months"
   },
   "coverage": {
    "yields": 67.2,
    "growth": 53.9,
    "pe": 66.5
   },
   "method": "Building blocks (Grinold–Kroner): income yield (common dividends + buybacks − shares issued for cash, ÷ market value) + revenue growth from Edgarette’s 80% ranges + valuation change taken as zero. Market value = reported price × diluted shares, fiscal 2025 filings. Each holding’s range averaged by weight, no diversification credit.",
   "meaning": "An assumption built by a published method from filed figures: not a promise, not a price forecast, not advice. Stock book only.",
   "receipt": {
    "loggedAt": "2026-10-07T17:42:52.048Z",
    "hash": "5c0a795c1015554d4a782700466b9234bcf76797a9ff9147915fa5286e387a3e",
    "range": {
     "low": -2.2,
     "mid": 18.2,
     "high": 35.6,
     "level": 80,
     "horizon": "next 12 months"
    },
    "note": "Logged once and never edited; scored against the stock book’s actual return."
   }
  },
  "xrv": 1,
  "harbor": {
   "signs": [],
   "rule": "Boat condition = number of warning signs: warning filings ≥ 5% of the portfolio; liabilities over assets ≥ 10%; slow and jumpy ≥ 30%; top 10 ≥ 60%; revenue ranges ≥ ±20%.",
   "level": 0,
   "name": "New ship",
   "plain": "no warning signs"
  }
 },
 "risks": [
  "Sector concentration: 43% of the checked holdings are Technology & communications.",
  "Health Watch covers only 40.3% of this portfolio; the rest is many small holdings not yet checked.",
  "ISHARES TR 0.7%, SELECT SECTOR SPDR TR 0.3%, STATE STR SPDR S&P 500 ETF T 0.2%, VANECK ETF TRUST 0.2%, SPDR SERIES TRUST 0.2%, INVESCO QQQ TR 0.2% and 67 more not looked through; the measures cover the other 96.8%.",
  "Holdings are as of 2026-06-30; the portfolio may have changed since."
 ],
 "healthWatch": {
  "checked": {
   "holdings": 100,
   "weight": 40.3,
   "rule": "the 100 largest stock holdings matched to an SEC filer"
  },
  "flaggedWeight": 2,
  "flaggedMeaning": "share of the portfolio in checked holdings that filed a late-filing notice, bankruptcy, debt trigger, non-reliance, auditor change, restructuring, impairment or cyber incident in the last 12 months (leadership changes and listing notices or transfers are listed but not counted)",
  "bySignal": [
   {
    "code": "5.02",
    "label": "Director or officer change",
    "holdings": 81,
    "weight": 33.6
   },
   {
    "code": "2.05",
    "label": "Restructuring or exit costs",
    "holdings": 6,
    "weight": 1.8
   },
   {
    "code": "3.01",
    "label": "Exchange listing notice or transfer",
    "holdings": 2,
    "weight": 0.4
   },
   {
    "code": "2.04",
    "label": "Debt accelerated or triggered",
    "holdings": 1,
    "weight": 0.2
   }
  ]
 },
 "overlap": [],
 "top": [
  {
   "name": "NVIDIA CORPORATION",
   "cik": 1045810,
   "ticker": "NVDA",
   "pct": 2.018,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-07-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000060/0001045810-26-000060-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "ALPHABET INC",
   "cik": 1652044,
   "ticker": "GOOGL",
   "pct": 1.97,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-06-11",
      "url": "https://www.sec.gov/Archives/edgar/data/1652044/000119312526267578/0001193125-26-267578-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "META PLATFORMS INC",
   "cik": 1326801,
   "ticker": "META",
   "pct": 1.621,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-04-14",
      "url": "https://www.sec.gov/Archives/edgar/data/1326801/000162828026025108/0001628280-26-025108-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "INTEL CORP",
   "cik": 50863,
   "ticker": "INTC",
   "pct": 1.454,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-04-24",
      "url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000083/0000050863-26-000083-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "UNITED THERAPEUTICS CORP DEL",
   "cik": null,
   "ticker": null,
   "pct": 1.317
  },
  {
   "name": "PALANTIR TECHNOLOGIES INC",
   "cik": 1321655,
   "ticker": "PLTR",
   "pct": 1.256,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "EXELIXIS INC",
   "cik": 939767,
   "ticker": "EXEL",
   "pct": 1.039,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-29",
      "url": "https://www.sec.gov/Archives/edgar/data/939767/000093976726000074/0000939767-26-000074-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "VERISIGN INC",
   "cik": 1014473,
   "ticker": "VRSN",
   "pct": 0.876,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-21",
      "url": "https://www.sec.gov/Archives/edgar/data/1014473/000101447326000023/0001014473-26-000023-index.htm"
     }
    }
   ],
   "compass": "steady",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "KINROSS GOLD CORP",
   "cik": 701818,
   "ticker": "KGC",
   "pct": 0.831,
   "signals": [],
   "sector": "Materials"
  },
  {
   "name": "CROWDSTRIKE HLDGS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.813
  },
  {
   "name": "STERLING INFRASTRUCTURE INC",
   "cik": 874238,
   "ticker": "STRL",
   "pct": 0.802,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-07-10",
      "url": "https://www.sec.gov/Archives/edgar/data/874238/000087423826000095/0000874238-26-000095-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "AMAZON COM INC",
   "cik": 1018724,
   "ticker": "AMZN",
   "pct": 0.776,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-09-09",
      "url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000036/0001018724-26-000036-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "ARGAN INC",
   "cik": 100591,
   "ticker": "AGX",
   "pct": 0.736,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "NETFLIX INC.",
   "cik": 1065280,
   "ticker": "NFLX",
   "pct": 0.689,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-07-30",
      "url": "https://www.sec.gov/Archives/edgar/data/1065280/000106528026000214/0001065280-26-000214-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "CHEVRON CORPORATION",
   "cik": 93410,
   "ticker": "CVX",
   "pct": 0.677,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-10-05",
      "url": "https://www.sec.gov/Archives/edgar/data/93410/000009341026000188/0000093410-26-000188-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Energy"
  },
  {
   "name": "TESLA INC",
   "cik": 1318605,
   "ticker": "TSLA",
   "pct": 0.665,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-07",
      "url": "https://www.sec.gov/Archives/edgar/data/1318605/000110465925108507/0001104659-25-108507-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "ADVANCED MICRO DEVICES INC",
   "cik": 2488,
   "ticker": "AMD",
   "pct": 0.66,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 6,
     "latest": {
      "filed": "2026-08-19",
      "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000163/0000002488-26-000163-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "APPLE INC",
   "cik": 320193,
   "ticker": "AAPL",
   "pct": 0.653,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-04-20",
      "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015711/0001140361-26-015711-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Technology & communications"
  },
  {
   "name": "CORCEPT THERAPEUTICS INC",
   "cik": 1088856,
   "ticker": "CORT",
   "pct": 0.651,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-09-23",
      "url": "https://www.sec.gov/Archives/edgar/data/1088856/000119312526398561/0001193125-26-398561-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "ETSY INC",
   "cik": 1370637,
   "ticker": "ETSY",
   "pct": 0.642,
   "signals": [
    {
     "code": "2.05",
     "label": "Restructuring or exit costs",
     "count": 1,
     "latest": {
      "filed": "2026-08-05",
      "url": "https://www.sec.gov/Archives/edgar/data/1370637/000137063726000079/0001370637-26-000079-index.htm"
     }
    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-10-29",
      "url": "https://www.sec.gov/Archives/edgar/data/1370637/000137063725000097/0001370637-25-000097-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Industrials & services"
  },
  {
   "name": "SEAGATE TECHNOLOGY HLDNGS PL",
   "cik": null,
   "ticker": null,
   "pct": 0.628
  },
  {
   "name": "FRANCO NEV CORP",
   "cik": null,
   "ticker": null,
   "pct": 0.604
  },
  {
   "name": "TEXAS INSTRS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.594
  },
  {
   "name": "WAYFAIR INC",
   "cik": 1616707,
   "ticker": "W",
   "pct": 0.593,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-22",
      "url": "https://www.sec.gov/Archives/edgar/data/1616707/000161670726000122/0001616707-26-000122-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Consumer"
  },
  {
   "name": "TAIWAN SEMICONDUCTOR MANUFAC",
   "cik": null,
   "ticker": null,
   "pct": 0.577
  },
  {
   "name": "INCYTE CORP",
   "cik": 879169,
   "ticker": "INCY",
   "pct": 0.566,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-03-30",
      "url": "https://www.sec.gov/Archives/edgar/data/879169/000087916926000018/0000879169-26-000018-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "NEUROCRINE BIOSCIENCES INC",
   "cik": 914475,
   "ticker": "NBIX",
   "pct": 0.56,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-28",
      "url": "https://www.sec.gov/Archives/edgar/data/914475/000091447526000045/0000914475-26-000045-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "ROBLOX CORP",
   "cik": 1315098,
   "ticker": "RBLX",
   "pct": 0.527,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-03-20",
      "url": "https://www.sec.gov/Archives/edgar/data/1315098/000131509826000075/0001315098-26-000075-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "WESTERN DIGITAL CORP",
   "cik": 106040,
   "ticker": "WDC",
   "pct": 0.488,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-28",
      "url": "https://www.sec.gov/Archives/edgar/data/106040/000162828026038632/0001628280-26-038632-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "ALKERMES PLC",
   "cik": 1520262,
   "ticker": "ALKS",
   "pct": 0.481,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-16",
      "url": "https://www.sec.gov/Archives/edgar/data/1520262/000119312526392527/0001193125-26-392527-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Health care"
  },
  {
   "name": "CARVANA CO",
   "cik": 1690820,
   "ticker": "CVNA",
   "pct": 0.479,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-05-06",
      "url": "https://www.sec.gov/Archives/edgar/data/1690820/000169082026000039/0001690820-26-000039-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fj",
   "sector": "Consumer"
  },
  {
   "name": "BROADCOM INC",
   "cik": 1730168,
   "ticker": "AVGO",
   "pct": 0.457,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-04-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526140574/0001193125-26-140574-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "PETROLEO BRASILEIRO S A",
   "cik": null,
   "ticker": null,
   "pct": 0.428
  },
  {
   "name": "EVERPURE INC",
   "cik": 1474432,
   "ticker": "P",
   "pct": 0.41,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-05",
      "url": "https://www.sec.gov/Archives/edgar/data/1474432/000162828025049165/0001628280-25-049165-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "GILEAD SCIENCES INC",
   "cik": 882095,
   "ticker": "GILD",
   "pct": 0.398,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-19",
      "url": "https://www.sec.gov/Archives/edgar/data/882095/000110465925113968/0001104659-25-113968-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Health care"
  },
  {
   "name": "DELL TECHNOLOGIES INC",
   "cik": 1571996,
   "ticker": "DELL",
   "pct": 0.397,
   "signals": [],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "MCKESSON CORP",
   "cik": 927653,
   "ticker": "MCK",
   "pct": 0.388,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-07-01",
      "url": "https://www.sec.gov/Archives/edgar/data/927653/000092765326000185/0000927653-26-000185-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "AUTOZONE INC",
   "cik": 866787,
   "ticker": "AZO",
   "pct": 0.383,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-10-08",
      "url": "https://www.sec.gov/Archives/edgar/data/866787/000117184325006358/0001171843-25-006358-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "TJX COS INC NEW",
   "cik": 109198,
   "ticker": "TJX",
   "pct": 0.373,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-09-17",
      "url": "https://www.sec.gov/Archives/edgar/data/109198/000010919826000051/0000109198-26-000051-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "REDDIT INC",
   "cik": 1713445,
   "ticker": "RDDT",
   "pct": 0.358,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-08-12",
      "url": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000107/0001713445-26-000107-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "CBOE GLOBAL MKTS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.354
  },
  {
   "name": "MEDTRONIC PLC",
   "cik": 1613103,
   "ticker": "MDT",
   "pct": 0.352,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-18",
      "url": "https://www.sec.gov/Archives/edgar/data/1613103/000162828026035959/0001628280-26-035959-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "MICRON TECHNOLOGY INC",
   "cik": 723125,
   "ticker": "MU",
   "pct": 0.347,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-08-26",
      "url": "https://www.sec.gov/Archives/edgar/data/723125/000110465926101067/0001104659-26-101067-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "NOVA LTD",
   "cik": 1109345,
   "ticker": "NVMI",
   "pct": 0.346,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "CREDO TECHNOLOGY GROUP HOLDI",
   "cik": null,
   "ticker": null,
   "pct": 0.327
  },
  {
   "name": "STRATEGY INC",
   "cik": 1050446,
   "ticker": "MSTR",
   "pct": 0.316,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-07-06",
      "url": "https://www.sec.gov/Archives/edgar/data/1050446/000119312526295586/0001193125-26-295586-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Financials"
  },
  {
   "name": "AIRBNB INC",
   "cik": 1559720,
   "ticker": "ABNB",
   "pct": 0.314,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-21",
      "url": "https://www.sec.gov/Archives/edgar/data/1559720/000119312525291024/0001193125-25-291024-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "MEDPACE HLDGS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.313
  },
  {
   "name": "ROBINHOOD MKTS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.313
  },
  {
   "name": "ALLISON TRANSMISSION HLDGS I",
   "cik": null,
   "ticker": null,
   "pct": 0.311
  },
  {
   "name": "CONOCOPHILLIPS",
   "cik": 1163165,
   "ticker": "COP",
   "pct": 0.299,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-08-11",
      "url": "https://www.sec.gov/Archives/edgar/data/1163165/000110465926094062/0001104659-26-094062-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Energy"
  },
  {
   "name": "SHELL PLC",
   "cik": 1306965,
   "ticker": "SHEL",
   "pct": 0.297,
   "signals": [],
   "sector": "Energy"
  },
  {
   "name": "ZOOM COMMUNICATIONS INC",
   "cik": 1585521,
   "ticker": "ZM",
   "pct": 0.292,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1585521/000158552126000126/0001585521-26-000126-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Technology & communications"
  },
  {
   "name": "BLOOM ENERGY CORP",
   "cik": 1664703,
   "ticker": "BE",
   "pct": 0.291,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-06-17",
      "url": "https://www.sec.gov/Archives/edgar/data/1664703/000119312526274388/0001193125-26-274388-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "INTUITIVE SURGICAL INC",
   "cik": 1035267,
   "ticker": "ISRG",
   "pct": 0.285,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-28",
      "url": "https://www.sec.gov/Archives/edgar/data/1035267/000103526726000042/0001035267-26-000042-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "INTUIT",
   "cik": 896878,
   "ticker": "INTU",
   "pct": 0.284,
   "signals": [
    {
     "code": "2.05",
     "label": "Restructuring or exit costs",
     "count": 1,
     "latest": {
      "filed": "2026-05-20",
      "url": "https://www.sec.gov/Archives/edgar/data/896878/000089687826000024/0000896878-26-000024-index.htm"
     }
    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-04-28",
      "url": "https://www.sec.gov/Archives/edgar/data/896878/000089687826000020/0000896878-26-000020-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "SUPER MICRO COMPUTER INC",
   "cik": 1375365,
   "ticker": "SMCI",
   "pct": 0.283,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 4,
     "latest": {
      "filed": "2026-05-18",
      "url": "https://www.sec.gov/Archives/edgar/data/1375365/000137536526000015/0001375365-26-000015-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "DROPBOX INC",
   "cik": 1467623,
   "ticker": "DBX",
   "pct": 0.282,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-26",
      "url": "https://www.sec.gov/Archives/edgar/data/1467623/000146762326000034/0001467623-26-000034-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Technology & communications"
  },
  {
   "name": "MERCADOLIBRE",
   "cik": 1099590,
   "ticker": "MELI",
   "pct": 0.281,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-04-03",
      "url": "https://www.sec.gov/Archives/edgar/data/1099590/000199937126007656/0001999371-26-007656-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "ROKU INC",
   "cik": 1428439,
   "ticker": "ROKU",
   "pct": 0.28,
   "signals": [],
   "compass": "between",
   "quadrant": "fs",
   "sector": "Technology & communications"
  }
 ],
 "notes": [
  "13F lists US stocks and options only: no bonds, cash, private assets or liabilities, so it shows the stock book, not the funded status.",
  "Holdings are matched to SEC filers by ticker or name; the measures cover the matched share shown.",
  "Display only: a description from SEC filings, not a rating and not investment advice. Nothing pasted here is stored."
 ],
 "license": "CC BY 4.0, POPS4. Holdings from the filer’s own SEC report or as entered.",
 "committee": {
  "groups": [
   {
    "type": "Insurers",
    "n": 10,
    "median": 10,
    "members": [
     {
      "name": "Travelers",
      "cik": 86312,
      "return": 27.4
     },
     {
      "name": "Ameriprise Financial",
      "cik": 820027,
      "return": 14.2
     },
     {
      "name": "Prudential Financial",
      "cik": 1137774,
      "return": 13
     },
     {
      "name": "Allstate",
      "cik": 899051,
      "return": 11.6
     },
     {
      "name": "Cincinnati Financial",
      "cik": 20286,
      "return": 10.2
     },
     {
      "name": "MassMutual",
      "cik": 225602,
      "return": 9.7
     },
     {
      "name": "Markel",
      "cik": 1096343,
      "return": 9.3
     },
     {
      "name": "Berkshire Hathaway",
      "cik": 1067983,
      "return": 8
     },
     {
      "name": "MetLife",
      "cik": 1099219,
      "return": 6.1
     },
     {
      "name": "Loews",
      "cik": 60086,
      "return": 5.8
     }
    ]
   },
   {
    "type": "Endowments & foundations",
    "n": 2,
    "median": 11.7,
    "members": [
     {
      "name": "Harvard Management Co",
      "cik": 1082621,
      "return": 11.9
     },
     {
      "name": "Gates Foundation Trust",
      "cik": 1166559,
      "return": 11.4
     }
    ]
   },
   {
    "type": "Managers",
    "n": 2,
    "median": 15.6,
    "members": [
     {
      "name": "Bridgewater Associates",
      "cik": 1350694,
      "return": 19.6
     },
     {
      "name": "Renaissance Technologies",
      "cik": 1037389,
      "return": 11.6
     }
    ]
   },
   {
    "type": "Banks",
    "n": 2,
    "median": 13.6,
    "members": [
     {
      "name": "Goldman Sachs",
      "cik": 886982,
      "return": 14.7
     },
     {
      "name": "JPMorgan Chase",
      "cik": 19617,
      "return": 12.4
     }
    ]
   },
   {
    "type": "Pensions",
    "n": 7,
    "median": 14.6,
    "members": [
     {
      "name": "CalPERS",
      "cik": 919079,
      "return": 15
     },
     {
      "name": "CalSTRS",
      "cik": 1081019,
      "return": 15
     },
     {
      "name": "New York State Teachers",
      "cik": 314969,
      "return": 14.7
     },
     {
      "name": "New York State Common",
      "cik": 810265,
      "return": 14.6
     },
     {
      "name": "Kentucky Teachers",
      "cik": 714142,
      "return": 14.1
     },
     {
      "name": "Wisconsin Investment Board",
      "cik": 854157,
      "return": 13.9
     },
     {
      "name": "Maryland State Retirement",
      "cik": 1795552,
      "return": 9.4
     }
    ]
   }
  ]
 },
 "disclaimer": "Data & Disclosure Notice: Edgar and Edgarette are automated software. Every figure on this page is calculated by software from public filings made by companies and funds with the U.S. Securities and Exchange Commission (EDGAR) and is published without individual human review. The accuracy and completeness of those filings are the responsibility of the filers; reports can contain errors and can be amended. Figures are shown as filed and as of each filing's date, and this page may be corrected or updated without notice. Ranges, expected returns, rankings, boats and other measures are statistical descriptions of past filings, not ratings, price forecasts, company guidance or recommendations; past results do not guarantee future results. This is general information published for all readers, not advice tailored to any person's portfolio, needs or circumstances, and nothing here is financial, investment, actuarial, legal, tax or other professional advice. Actuaries and other professionals who use these figures remain responsible for reviewing them for reasonableness and consistency against the original filings and for disclosing their reliance on them. No company, fund or reinsurer pays to be included or ranked. Provided as is, without warranty of any kind. Not affiliated with or endorsed by the SEC or by any company, fund or reinsurer named. All trademarks remain the property of their owners."
}