{
 "ok": true,
 "schema": "pops4.edgar.portfolio/1",
 "kind": "13F",
 "name": "PRUDENTIAL FINANCIAL INC",
 "cik": 1137774,
 "asOf": "2026-06-30",
 "filed": "2026-08-12",
 "source": {
  "holdingsReport": "https://www.sec.gov/Archives/edgar/data/1137774/000113777426000183/0001137774-26-000183-index.htm",
  "form": "13F-HR"
 },
 "unit": "portfolio",
 "holdings": {
  "lines": 2384,
  "stocks": 2367,
  "matchedWeight": 85.9,
  "stockWeight": 72.9,
  "lookedThrough": [],
  "notLookedThrough": [
   {
    "ticker": "ISHARES TR",
    "weight": 11.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "PGIM ETF TR",
    "weight": 6.7,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "DIMENSIONAL ETF TRUST",
    "weight": 4.9,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INDEX FDS",
    "weight": 1.6,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "STATE STR SPDR S&P 500 ETF T",
    "weight": 0.9,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD SPECIALIZED FUNDS",
    "weight": 0.6,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "PGIM ROCK ETF TR",
    "weight": 0.5,
    "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": "VANGUARD SCOTTSDALE FDS",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD BD INDEX FDS",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES INC",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANECK ETF TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD MUN BD FDS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SELECT SECTOR SPDR TR",
    "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": "INVESCO EXCH TRADED FD TR 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"
   }
  ]
 },
 "performance": {
  "ok": true,
  "from": "2026-03-31",
  "to": "2026-06-30",
  "return": 13,
  "benchmark": {
   "name": "iShares Core S&P 500 ETF (IVV)",
   "return": 14.6,
   "from": "this filer’s own 13Fs"
  },
  "vsBenchmark": -1.6,
  "rose": 1605,
  "priced": 2244,
  "coverage": 98.8,
  "addedMost": [
   {
    "name": "MICRON TECHNOLOGY INC",
    "weight": 0.5,
    "price": 241.7,
    "points": 1.16,
    "confirmed": true
   },
   {
    "name": "ISHARES TR",
    "weight": 6.4,
    "price": 14.6,
    "points": 0.94
   },
   {
    "name": "NVIDIA CORPORATION",
    "weight": 4.7,
    "price": 14.7,
    "points": 0.69
   },
   {
    "name": "DIMENSIONAL ETF TRUST",
    "weight": 3.9,
    "price": 15.6,
    "points": 0.61
   },
   {
    "name": "APPLE INC",
    "weight": 4.2,
    "price": 14,
    "points": 0.59
   }
  ],
  "costMost": [
   {
    "name": "EXXON MOBIL CORP",
    "weight": 0.9,
    "price": -19.4,
    "points": -0.17
   },
   {
    "name": "NETFLIX INC.",
    "weight": 0.4,
    "price": -25.7,
    "points": -0.11
   },
   {
    "name": "CHEVRON CORPORATION",
    "weight": 0.4,
    "price": -19.9,
    "points": -0.09
   },
   {
    "name": "COGNIZANT TECHNOLOGY SOLUTIO",
    "weight": 0.2,
    "price": -36.9,
    "points": -0.07
   },
   {
    "name": "AT&T INC",
    "weight": 0.2,
    "price": -28.6,
    "points": -0.07
   }
  ],
  "changes": {
   "newPositions": 218,
   "newShare": 0.5,
   "exited": 134,
   "exitedShare": 0.4,
   "addedTo": 1008,
   "trimmed": 834,
   "bookValueFrom": 81206414524,
   "bookValueTo": 91808139264
  },
  "heldBack": [
   {
    "name": "BOOKING HOLDINGS INC",
    "weight": 0.3,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "SHARES TR",
    "weight": 0.3,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "KLA CORP",
    "weight": 0.2,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ABSCI CORPORATION",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ACM RESH INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ANTERIX INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ASTERA LABS INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CARVANA CO",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "CLOVER HEALTH INVESTMENTS CO",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "DIGITAL TURBINE INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "EMBECTA CORP",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "HYLIION HOLDINGS CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "MARVELL TECHNOLOGY INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "MAXLINEAR INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "PENGUIN SOLUTIONS 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": "SEZZLE INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "SABLE OFFSHORE CORP",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "SELLAS LIFE SCIENCES GROUP I",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ERRA MOBILITY CORP",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "VISHAY INTERTECHNOLOGY INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "WOLFSPEED INC",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "DC THERAPEUTICS SA",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   }
  ],
  "heldBackShare": 0.8,
  "sources": {
   "earlier": "https://www.sec.gov/Archives/edgar/data/1137774/000113777426000107/0001137774-26-000107-index.htm",
   "later": "https://www.sec.gov/Archives/edgar/data/1137774/000113777426000183/0001137774-26-000183-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": 31.9,
  "effectiveHoldings": 64,
  "largestSector": {
   "name": "Technology & communications",
   "shareOfChecked": 50.9
  },
  "sectorMix": [
   {
    "name": "Technology & communications",
    "weight": 32.9,
    "shareOfChecked": 50.9
   },
   {
    "name": "Industrials & services",
    "weight": 8,
    "shareOfChecked": 12.4
   },
   {
    "name": "Consumer",
    "weight": 6.7,
    "shareOfChecked": 10.4
   },
   {
    "name": "Health care",
    "weight": 5.3,
    "shareOfChecked": 8.2
   },
   {
    "name": "Financials",
    "weight": 4.5,
    "shareOfChecked": 6.9
   },
   {
    "name": "Real estate & trusts",
    "weight": 3.7,
    "shareOfChecked": 5.7
   },
   {
    "name": "Energy",
    "weight": 1.6,
    "shareOfChecked": 2.5
   },
   {
    "name": "Materials",
    "weight": 1.1,
    "shareOfChecked": 1.8
   },
   {
    "name": "Utilities",
    "weight": 0.4,
    "shareOfChecked": 0.7
   },
   {
    "name": "Transport",
    "weight": 0.4,
    "shareOfChecked": 0.5
   }
  ],
  "revenueRange": {
   "weightedHalfWidth": 14.8,
   "coverage": 77.7,
   "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": 1.4,
  "checkedShare": 64.6,
  "speedCash": {
   "coverage": 82.9,
   "cashConversion": 27.4,
   "growth3y": 15.4,
   "dividendPayers": 77.7,
   "dividendRaisers": 70,
   "equityRatio": 43.4,
   "liabilitiesOverAssets": 3.7,
   "quadrants": {
    "fs": 35.3,
    "ss": 19.4,
    "fj": 33.9,
    "sj": 11.4
   },
   "compass": {
    "now": 30.8,
    "later": 37.1,
    "notyet": 5.1,
    "steady": 6,
    "fading": 7.8,
    "between": 13.3
   },
   "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": 1,
   "buybackYield": 1.2,
   "incomeYield": 2.2,
   "pe": 34,
   "growth": {
    "low": -2.8,
    "mid": 16,
    "high": 30.1
   },
   "valuationChange": 0,
   "range": {
    "low": -0.6,
    "mid": 18.2,
    "high": 32.3,
    "level": 80,
    "horizon": "next 12 months"
   },
   "coverage": {
    "yields": 81.2,
    "growth": 77.7,
    "pe": 81
   },
   "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": "2026-10-07T17:42:53.395Z",
    "hash": "ca3380e0cfece637da3646395984bc7faf2008506d4787febe3f9d32c364ce53",
    "range": {
     "low": -0.5,
     "mid": 18.3,
     "high": 32.3,
     "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: 50.9% of the checked holdings are Technology & communications.",
  "ISHARES TR 11.3%, PGIM ETF TR 6.7%, DIMENSIONAL ETF TRUST 4.9%, VANGUARD INDEX FDS 1.6%, STATE STR SPDR S&P 500 ETF T 0.9%, VANGUARD SPECIALIZED FUNDS 0.6% and 11 more not looked through; the measures cover the other 72.9%.",
  "Holdings are as of 2026-06-30; the portfolio may have changed since."
 ],
 "healthWatch": {
  "checked": {
   "holdings": 100,
   "weight": 64.6,
   "rule": "the 100 largest stock holdings matched to an SEC filer"
  },
  "flaggedWeight": 1.4,
  "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": 90,
    "weight": 60.3
   },
   {
    "code": "2.05",
    "label": "Restructuring or exit costs",
    "holdings": 1,
    "weight": 0.6
   },
   {
    "code": "3.01",
    "label": "Exchange listing notice or transfer",
    "holdings": 1,
    "weight": 0.5
   },
   {
    "code": "2.06",
    "label": "Material impairment",
    "holdings": 3,
    "weight": 0.5
   },
   {
    "code": "1.05",
    "label": "Cybersecurity incident",
    "holdings": 1,
    "weight": 0.3
   }
  ]
 },
 "overlap": [],
 "top": [
  {
   "name": "NVIDIA CORPORATION",
   "cik": 1045810,
   "ticker": "NVDA",
   "pct": 6.234,
   "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": "APPLE INC",
   "cik": 320193,
   "ticker": "AAPL",
   "pct": 5.682,
   "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": "ALPHABET INC",
   "cik": 1652044,
   "ticker": "GOOGL",
   "pct": 5.096,
   "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": "MICROSOFT CORP",
   "cik": 789019,
   "ticker": "MSFT",
   "pct": 3.684,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-06-05",
      "url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526258667/0001193125-26-258667-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "AMAZON COM INC",
   "cik": 1018724,
   "ticker": "AMZN",
   "pct": 3.178,
   "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": "BROADCOM INC",
   "cik": 1730168,
   "ticker": "AVGO",
   "pct": 2.241,
   "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": "MICRON TECHNOLOGY INC",
   "cik": 723125,
   "ticker": "MU",
   "pct": 1.69,
   "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": "META PLATFORMS INC",
   "cik": 1326801,
   "ticker": "META",
   "pct": 1.498,
   "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": "TESLA INC",
   "cik": 1318605,
   "ticker": "TSLA",
   "pct": 1.324,
   "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": "ELI LILLY & CO",
   "cik": 59478,
   "ticker": "LLY",
   "pct": 1.316,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-21",
      "url": "https://www.sec.gov/Archives/edgar/data/59478/000005947825000271/0000059478-25-000271-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Health care"
  },
  {
   "name": "ADVANCED MICRO DEVICES INC",
   "cik": 2488,
   "ticker": "AMD",
   "pct": 1.108,
   "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": "BERKSHIRE HATHAWAY INC DEL",
   "cik": null,
   "ticker": null,
   "pct": 1.053
  },
  {
   "name": "WELLTOWER INC",
   "cik": 766704,
   "ticker": "WELL",
   "pct": 1.028,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-10-27",
      "url": "https://www.sec.gov/Archives/edgar/data/766704/000119312525251787/0001193125-25-251787-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Real estate & trusts"
  },
  {
   "name": "APPLIED MATLS INC",
   "cik": null,
   "ticker": null,
   "pct": 0.986
  },
  {
   "name": "JPMORGAN CHASE & CO",
   "cik": 19617,
   "ticker": "JPM",
   "pct": 0.986,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-06-25",
      "url": "https://www.sec.gov/Archives/edgar/data/19617/000001961726000241/0000019617-26-000241-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fj",
   "sector": "Financials"
  },
  {
   "name": "INTEL CORP",
   "cik": 50863,
   "ticker": "INTC",
   "pct": 0.926,
   "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"
     }
    }
   ],
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   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "LAM RESEARCH CORP",
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   "pct": 0.906,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-08-27",
      "url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000043/0000707549-26-000043-index.htm"
     }
    }
   ],
   "quadrant": null,
   "sector": "Industrials & services"
  },
  {
   "name": "EXXON MOBIL CORP",
   "cik": 2115436,
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  },
  {
   "name": "PROLOGIS INC.",
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   "ticker": "PLD",
   "pct": 0.888,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-07-01",
      "url": "https://www.sec.gov/Archives/edgar/data/1045609/000119312526291634/0001193125-26-291634-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Real estate & trusts"
  },
  {
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     "latest": {
      "filed": "2026-04-10",
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     }
    }
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  {
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     "count": 1,
     "latest": {
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      "url": "https://www.sec.gov/Archives/edgar/data/200406/000020040626000167/0000200406-26-000167-index.htm"
     }
    }
   ],
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  },
  {
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      "filed": "2026-06-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1141391/000114139126000037/0001141391-26-000037-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Industrials & services"
  },
  {
   "name": "VISA INC",
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  },
  {
   "name": "EQUINIX INC",
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    {
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     "count": 7,
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      "url": "https://www.sec.gov/Archives/edgar/data/1101239/000110123926000131/0001101239-26-000131-index.htm"
     }
    }
   ],
   "compass": "now",
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   "sector": "Real estate & trusts"
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  {
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      "url": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/0000858877-26-000075-index.htm"
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    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 4,
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      "url": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000057/0000858877-26-000057-index.htm"
     }
    }
   ],
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   "sector": "Technology & communications"
  },
  {
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    {
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      "url": "https://www.sec.gov/Archives/edgar/data/831001/000110465926065155/0001104659-26-065155-index.htm"
     }
    }
   ],
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  {
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   ],
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  {
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      "url": "https://www.sec.gov/Archives/edgar/data/2023554/000162828026062267/0001628280-26-062267-index.htm"
     }
    }
   ],
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  {
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      "url": "https://www.sec.gov/Archives/edgar/data/909832/000090983225000107/0000909832-25-000107-index.htm"
     }
    }
   ],
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  {
   "name": "GE VERNOVA INC",
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    {
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     "count": 2,
     "latest": {
      "filed": "2026-08-27",
      "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000153/0001996810-26-000153-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Industrials & services"
  },
  {
   "name": "SIMON PPTY GROUP INC NEW",
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  },
  {
   "name": "BANK OF AMER CORP",
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     }
    }
   ],
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  },
  {
   "name": "WALMART INC",
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     "code": "3.01",
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      "url": "https://www.sec.gov/Archives/edgar/data/104169/000010416925000177/0000104169-25-000177-index.htm"
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    },
    {
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      "filed": "2026-01-16",
      "url": "https://www.sec.gov/Archives/edgar/data/104169/000010416926000023/0000104169-26-000023-index.htm"
     }
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   ],
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  {
   "name": "KLA CORP",
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  },
  {
   "name": "CHEVRON CORPORATION",
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      "url": "https://www.sec.gov/Archives/edgar/data/93410/000009341026000188/0000093410-26-000188-index.htm"
     }
    }
   ],
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  },
  {
   "name": "MORGAN STANLEY",
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  },
  {
   "name": "WELLS FARGO & CO",
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    {
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     "count": 2,
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      "filed": "2026-09-23",
      "url": "https://www.sec.gov/Archives/edgar/data/72971/000007297126000308/0000072971-26-000308-index.htm"
     }
    }
   ],
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  },
  {
   "name": "DIGITAL RLTY TR INC",
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  {
   "name": "WESTERN DIGITAL CORP",
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      "url": "https://www.sec.gov/Archives/edgar/data/106040/000162828026038632/0001628280-26-038632-index.htm"
     }
    }
   ],
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  },
  {
   "name": "ANALOG DEVICES INC",
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    {
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      "filed": "2026-03-12",
      "url": "https://www.sec.gov/Archives/edgar/data/6281/000000628126000022/0000006281-26-000022-index.htm"
     }
    }
   ],
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  },
  {
   "name": "BANK OF NY MELLON CORP",
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  },
  {
   "name": "IRON MTN INC DEL",
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  },
  {
   "name": "VERIZON COMMUNICATIONS INC",
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     }
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   ],
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  {
   "name": "MERCK & CO INC",
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  },
  {
   "name": "SCHWAB CHARLES CORP",
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     }
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   ],
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  },
  {
   "name": "DISNEY WALT CO",
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    {
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     "latest": {
      "filed": "2026-03-20",
      "url": "https://www.sec.gov/Archives/edgar/data/1744489/000162828026020172/0001628280-26-020172-index.htm"
     }
    }
   ],
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  },
  {
   "name": "PROCTER & GAMBLE CO",
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      "url": "https://www.sec.gov/Archives/edgar/data/80424/000008042426000094/0000080424-26-000094-index.htm"
     }
    }
   ],
   "compass": "now",
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   "sector": "Materials"
  },
  {
   "name": "HOWMET AEROSPACE INC",
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     "latest": {
      "filed": "2025-10-22",
      "url": "https://www.sec.gov/Archives/edgar/data/4281/000110465925101524/0001104659-25-101524-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Materials"
  },
  {
   "name": "EXTRA SPACE STORAGE INC",
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   "signals": [
    {
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     "count": 2,
     "latest": {
      "filed": "2026-08-24",
      "url": "https://www.sec.gov/Archives/edgar/data/1289490/000128949026000058/0001289490-26-000058-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Real estate & trusts"
  },
  {
   "name": "GE AEROSPACE",
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   "pct": 0.35
  },
  {
   "name": "RTX CORPORATION",
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   "signals": [
    {
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     "count": 2,
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      "filed": "2026-09-15",
      "url": "https://www.sec.gov/Archives/edgar/data/101829/000114036126036662/0001140361-26-036662-index.htm"
     }
    }
   ],
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   "sector": "Industrials & services"
  },
  {
   "name": "HOME DEPOT INC",
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   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-08-21",
      "url": "https://www.sec.gov/Archives/edgar/data/354950/000035495026000148/0000354950-26-000148-index.htm"
     }
    }
   ],
   "compass": "steady",
   "quadrant": "ss",
   "sector": "Consumer"
  },
  {
   "name": "TEXAS INSTRS INC",
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   "pct": 0.339
  },
  {
   "name": "GILEAD SCIENCES INC",
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   "ticker": "GILD",
   "pct": 0.332,
   "signals": [
    {
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     "count": 1,
     "latest": {
      "filed": "2025-11-19",
      "url": "https://www.sec.gov/Archives/edgar/data/882095/000110465925113968/0001104659-25-113968-index.htm"
     }
    }
   ],
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   "sector": "Health care"
  },
  {
   "name": "DANAHER CORP DEL",
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   "pct": 0.319
  },
  {
   "name": "AMGEN INC",
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   "ticker": "AMGN",
   "pct": 0.313,
   "signals": [
    {
     "code": "1.05",
     "label": "Cybersecurity incident",
     "count": 1,
     "latest": {
      "filed": "2026-07-31",
      "url": "https://www.sec.gov/Archives/edgar/data/318154/000031815426000119/0000318154-26-000119-index.htm"
     }
    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-19",
      "url": "https://www.sec.gov/Archives/edgar/data/318154/000031815426000097/0000318154-26-000097-index.htm"
     }
    }
   ],
   "compass": "now",
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   "sector": "Health care"
  },
  {
   "name": "PHILIP MORRIS INTL INC",
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   "ticker": "PM",
   "pct": 0.313,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-07-09",
      "url": "https://www.sec.gov/Archives/edgar/data/1413329/000162828026047782/0001628280-26-047782-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Consumer"
  },
  {
   "name": "ORACLE CORP",
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   "ticker": "ORCL",
   "pct": 0.311,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 4,
     "latest": {
      "filed": "2026-05-12",
      "url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526219708/0001193125-26-219708-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "CONOCOPHILLIPS",
   "cik": 1163165,
   "ticker": "COP",
   "pct": 0.306,
   "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"
  }
 ],
 "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."
}