{
 "ok": true,
 "schema": "pops4.edgar.portfolio/1",
 "kind": "13F",
 "name": "Bridgewater Associates, LP",
 "cik": 1350694,
 "asOf": "2026-06-30",
 "filed": "2026-08-14",
 "source": {
  "holdingsReport": "https://www.sec.gov/Archives/edgar/data/1350694/000135069426000003/0001350694-26-000003-index.htm",
  "form": "13F-HR"
 },
 "unit": "portfolio",
 "holdings": {
  "lines": 990,
  "stocks": 984,
  "matchedWeight": 83.3,
  "stockWeight": 69.5,
  "lookedThrough": [],
  "notLookedThrough": [
   {
    "ticker": "STATE STR SPDR S&P 500 ETF T",
    "weight": 16.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES TR",
    "weight": 10.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES INC",
    "weight": 2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INDEX FDS",
    "weight": 1.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INTL EQUITY INDEX F",
    "weight": 0.7,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SPDR SERIES TRUST",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   }
  ]
 },
 "performance": {
  "ok": true,
  "from": "2026-03-31",
  "to": "2026-06-30",
  "return": 19.6,
  "benchmark": {
   "name": "iShares Core S&P 500 ETF (IVV)",
   "return": 14.6,
   "from": "this filer’s own 13Fs"
  },
  "vsBenchmark": 5,
  "rose": 505,
  "priced": 774,
  "coverage": 91,
  "addedMost": [
   {
    "name": "STATE STR SPDR S&P 500 ETF T",
    "weight": 13.9,
    "price": 14.8,
    "points": 2.06
   },
   {
    "name": "LAM RESEARCH CORP",
    "weight": 1.6,
    "price": 102.8,
    "points": 1.69
   },
   {
    "name": "ISHARES TR",
    "weight": 8.6,
    "price": 14.6,
    "points": 1.26
   },
   {
    "name": "APPLIED MATLS INC",
    "weight": 0.9,
    "price": 111.5,
    "points": 1.05
   },
   {
    "name": "SEAGATE TECHNOLOGY HLDNGS PL",
    "weight": 0.6,
    "price": 146.3,
    "points": 0.93
   }
  ],
  "costMost": [
   {
    "name": "NEWMONT CORP",
    "weight": 1.2,
    "price": -13.7,
    "points": -0.17
   },
   {
    "name": "SIBANYE STILLWATER LTD",
    "weight": 0.3,
    "price": -31.1,
    "points": -0.08
   },
   {
    "name": "INSMED INC",
    "weight": 0.2,
    "price": -34.8,
    "points": -0.08
   },
   {
    "name": "HCA HEALTHCARE INC",
    "weight": 0.4,
    "price": -17.6,
    "points": -0.07
   },
   {
    "name": "BARRICK MNG CORP",
    "weight": 0.6,
    "price": -10,
    "points": -0.06
   }
  ],
  "changes": {
   "newPositions": 214,
   "newShare": 5.9,
   "exited": 210,
   "exitedShare": 3,
   "addedTo": 383,
   "trimmed": 362,
   "bookValueFrom": 22404547213,
   "bookValueTo": 24376086530
  },
  "heldBack": [
   {
    "name": "MICRON TECHNOLOGY INC",
    "weight": 2.2,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "ADVANCED MICRO DEVICES INC",
    "weight": 1.2,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "MARVELL TECHNOLOGY INC",
    "weight": 0.9,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "KLA CORP",
    "weight": 0.7,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "ASTERA LABS INC",
    "weight": 0.4,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CREDO TECHNOLOGY GROUP HOLDI",
    "weight": 0.4,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "DELL TECHNOLOGIES INC",
    "weight": 0.2,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "BOOKING HOLDINGS INC",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "SANDISK CORP",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   }
  ],
  "heldBackShare": 6,
  "sources": {
   "earlier": "https://www.sec.gov/Archives/edgar/data/1350694/000135069426000002/0001350694-26-000002-index.htm",
   "later": "https://www.sec.gov/Archives/edgar/data/1350694/000135069426000003/0001350694-26-000003-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": 23.1,
  "effectiveHoldings": 114.4,
  "largestSector": {
   "name": "Technology & communications",
   "shareOfChecked": 40.4
  },
  "sectorMix": [
   {
    "name": "Technology & communications",
    "weight": 22.9,
    "shareOfChecked": 40.4
   },
   {
    "name": "Industrials & services",
    "weight": 9.5,
    "shareOfChecked": 16.8
   },
   {
    "name": "Consumer",
    "weight": 4.6,
    "shareOfChecked": 8.1
   },
   {
    "name": "Utilities",
    "weight": 4.3,
    "shareOfChecked": 7.6
   },
   {
    "name": "Health care",
    "weight": 4.2,
    "shareOfChecked": 7.4
   },
   {
    "name": "Energy",
    "weight": 3.6,
    "shareOfChecked": 6.4
   },
   {
    "name": "Materials",
    "weight": 3.5,
    "shareOfChecked": 6.2
   },
   {
    "name": "Financials",
    "weight": 3.4,
    "shareOfChecked": 6.1
   },
   {
    "name": "Transport",
    "weight": 0.6,
    "shareOfChecked": 1.1
   }
  ],
  "revenueRange": {
   "weightedHalfWidth": 15.9,
   "coverage": 67,
   "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": 0.5,
  "checkedShare": 56.8,
  "speedCash": {
   "coverage": 76.9,
   "cashConversion": 25.4,
   "growth3y": 14.8,
   "dividendPayers": 70.6,
   "dividendRaisers": 55.3,
   "equityRatio": 41.8,
   "liabilitiesOverAssets": 4.4,
   "quadrants": {
    "fs": 31.8,
    "ss": 13.3,
    "fj": 34.9,
    "sj": 20
   },
   "compass": {
    "now": 18.7,
    "later": 41.4,
    "notyet": 5,
    "steady": 5.1,
    "fading": 12.9,
    "between": 17
   },
   "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": 0.9,
   "buybackYield": 1.4,
   "incomeYield": 2.4,
   "pe": 31.3,
   "growth": {
    "low": -3.6,
    "mid": 16.3,
    "high": 31.9
   },
   "valuationChange": 0,
   "range": {
    "low": -1.2,
    "mid": 18.7,
    "high": 34.3,
    "level": 80,
    "horizon": "next 12 months"
   },
   "coverage": {
    "yields": 75.2,
    "growth": 67,
    "pe": 74.9
   },
   "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": "2026-10-07T13:10:44.909Z",
    "hash": "cbf8f6dd7abc8d35f130bfde94a810e2ec169a187afeadd11802829ebee703b4",
    "range": {
     "low": -1.1,
     "mid": 18.9,
     "high": 34.5,
     "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: 40.4% of the checked holdings are Technology & communications.",
  "STATE STR SPDR S&P 500 ETF T 16.3%, ISHARES TR 10.2%, ISHARES INC 2%, VANGUARD INDEX FDS 1.3%, VANGUARD INTL EQUITY INDEX F 0.7%, SPDR SERIES TRUST 0% not looked through; the measures cover the other 69.5%.",
  "Holdings are as of 2026-06-30; the portfolio may have changed since."
 ],
 "healthWatch": {
  "checked": {
   "holdings": 100,
   "weight": 56.8,
   "rule": "the 100 largest stock holdings matched to an SEC filer"
  },
  "flaggedWeight": 0.5,
  "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": 85,
    "weight": 51.1
   },
   {
    "code": "2.05",
    "label": "Restructuring or exit costs",
    "holdings": 1,
    "weight": 0.3
   },
   {
    "code": "2.06",
    "label": "Material impairment",
    "holdings": 1,
    "weight": 0.2
   }
  ]
 },
 "overlap": [],
 "top": [
  {
   "name": "NVIDIA CORPORATION",
   "cik": 1045810,
   "ticker": "NVDA",
   "pct": 4.569,
   "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": 2.945,
   "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": "BROADCOM INC",
   "cik": 1730168,
   "ticker": "AVGO",
   "pct": 2.94,
   "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": "AMAZON COM INC",
   "cik": 1018724,
   "ticker": "AMZN",
   "pct": 2.851,
   "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": "LAM RESEARCH CORP",
   "cik": 707549,
   "ticker": "LRCX",
   "pct": 2.401,
   "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": "ADVANCED MICRO DEVICES INC",
   "cik": 2488,
   "ticker": "AMD",
   "pct": 1.848,
   "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": "MICROSOFT CORP",
   "cik": 789019,
   "ticker": "MSFT",
   "pct": 1.568,
   "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": "NEWMONT CORP",
   "cik": 1164727,
   "ticker": "NEM",
   "pct": 1.487,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-08-20",
      "url": "https://www.sec.gov/Archives/edgar/data/1164727/000110465926099237/0001104659-26-099237-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Materials"
  },
  {
   "name": "APPLIED MATLS INC",
   "cik": null,
   "ticker": null,
   "pct": 1.244
  },
  {
   "name": "ORACLE CORP",
   "cik": 1341439,
   "ticker": "ORCL",
   "pct": 1.24,
   "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": "SEAGATE TECHNOLOGY HLDNGS PL",
   "cik": null,
   "ticker": null,
   "pct": 1.139
  },
  {
   "name": "JOHNSON & JOHNSON",
   "cik": 200406,
   "ticker": "JNJ",
   "pct": 1.004,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-08-04",
      "url": "https://www.sec.gov/Archives/edgar/data/200406/000020040626000167/0000200406-26-000167-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "GE VERNOVA INC",
   "cik": 1996810,
   "ticker": "GEV",
   "pct": 0.852,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-08-27",
      "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000153/0001996810-26-000153-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "UNION PAC CORP",
   "cik": null,
   "ticker": null,
   "pct": 0.826
  },
  {
   "name": "MICRON TECHNOLOGY INC",
   "cik": 723125,
   "ticker": "MU",
   "pct": 0.795,
   "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": "ALTRIA GROUP INC",
   "cik": 764180,
   "ticker": "MO",
   "pct": 0.734,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-08-28",
      "url": "https://www.sec.gov/Archives/edgar/data/764180/000076418026000098/0000764180-26-000098-index.htm"
     }
    }
   ],
   "compass": "steady",
   "quadrant": "ss",
   "sector": "Consumer"
  },
  {
   "name": "AMPHENOL CORP",
   "cik": 820313,
   "ticker": "APH",
   "pct": 0.726,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-10-06",
      "url": "https://www.sec.gov/Archives/edgar/data/820313/000110465926114035/0001104659-26-114035-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "ASML HLDG NV",
   "cik": null,
   "ticker": null,
   "pct": 0.725
  },
  {
   "name": "BARRICK MNG CORP",
   "cik": null,
   "ticker": null,
   "pct": 0.717
  },
  {
   "name": "CELESTICA INC",
   "cik": 1030894,
   "ticker": "CLS",
   "pct": 0.712,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-09-11",
      "url": "https://www.sec.gov/Archives/edgar/data/1030894/000110465926107079/0001104659-26-107079-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "VISTRA CORP",
   "cik": 1692819,
   "ticker": "VST",
   "pct": 0.704,
   "signals": [],
   "compass": "between",
   "quadrant": "fj",
   "sector": "Utilities"
  },
  {
   "name": "SHELL PLC",
   "cik": 1306965,
   "ticker": "SHEL",
   "pct": 0.699,
   "signals": [],
   "sector": "Energy"
  },
  {
   "name": "SEA LTD",
   "cik": 1703399,
   "ticker": "SE",
   "pct": 0.682,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "NUCOR CORP",
   "cik": 73309,
   "ticker": "NUE",
   "pct": 0.675,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-03-03",
      "url": "https://www.sec.gov/Archives/edgar/data/73309/000119312526086912/0001193125-26-086912-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Materials"
  },
  {
   "name": "PACCAR INC",
   "cik": 75362,
   "ticker": "PCAR",
   "pct": 0.671,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-01",
      "url": "https://www.sec.gov/Archives/edgar/data/75362/000119312526201546/0001193125-26-201546-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Industrials & services"
  },
  {
   "name": "WESTERN DIGITAL CORP",
   "cik": 106040,
   "ticker": "WDC",
   "pct": 0.65,
   "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": "CSX CORP",
   "cik": 277948,
   "ticker": "CSX",
   "pct": 0.626,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-14",
      "url": "https://www.sec.gov/Archives/edgar/data/277948/000095010326007181/0000950103-26-007181-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Transport"
  },
  {
   "name": "APPLE INC",
   "cik": 320193,
   "ticker": "AAPL",
   "pct": 0.623,
   "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": "PETROLEO BRASILEIRO S A",
   "cik": null,
   "ticker": null,
   "pct": 0.623
  },
  {
   "name": "ELI LILLY & CO",
   "cik": 59478,
   "ticker": "LLY",
   "pct": 0.616,
   "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": "PG&E CORP",
   "cik": 1004980,
   "ticker": "PCG",
   "pct": 0.589,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-12-17",
      "url": "https://www.sec.gov/Archives/edgar/data/1004980/000199937125020477/0001999371-25-020477-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fs",
   "sector": "Utilities"
  },
  {
   "name": "KLA CORP",
   "cik": 319201,
   "ticker": "KLAC",
   "pct": 0.585,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "COMFORT SYS USA INC",
   "cik": 1035983,
   "ticker": "FIX",
   "pct": 0.568,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-06-22",
      "url": "https://www.sec.gov/Archives/edgar/data/1035983/000110465926076386/0001104659-26-076386-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Industrials & services"
  },
  {
   "name": "NXP SEMICONDUCTORS N V",
   "cik": 1413447,
   "ticker": "NXPI",
   "pct": 0.56,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-02-09",
      "url": "https://www.sec.gov/Archives/edgar/data/1413447/000141344726000005/0001413447-26-000005-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "WELLS FARGO & CO",
   "cik": 72971,
   "ticker": "WFC",
   "pct": 0.559,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-09-23",
      "url": "https://www.sec.gov/Archives/edgar/data/72971/000007297126000308/0000072971-26-000308-index.htm"
     }
    }
   ],
   "sector": "Financials"
  },
  {
   "name": "EDISON INTL",
   "cik": 827052,
   "ticker": "EIX",
   "pct": 0.543,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-04-23",
      "url": "https://www.sec.gov/Archives/edgar/data/827052/000082705226000028/0000827052-26-000028-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Utilities"
  },
  {
   "name": "MARATHON PETE CORP",
   "cik": null,
   "ticker": null,
   "pct": 0.527
  },
  {
   "name": "STEEL DYNAMICS INC",
   "cik": 1022671,
   "ticker": "STLD",
   "pct": 0.513,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-08-04",
      "url": "https://www.sec.gov/Archives/edgar/data/1022671/000110465926090129/0001104659-26-090129-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Materials"
  },
  {
   "name": "EVERSOURCE ENERGY",
   "cik": 72741,
   "ticker": "ES",
   "pct": 0.51,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-12-05",
      "url": "https://www.sec.gov/Archives/edgar/data/72741/000110465925118895/0001104659-25-118895-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Utilities"
  },
  {
   "name": "TE CONNECTIVITY PLC",
   "cik": 1385157,
   "ticker": "TEL",
   "pct": 0.508,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-10-07",
      "url": "https://www.sec.gov/Archives/edgar/data/1385157/000110465926114188/0001104659-26-114188-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Industrials & services"
  },
  {
   "name": "ANALOG DEVICES INC",
   "cik": 6281,
   "ticker": "ADI",
   "pct": 0.477,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-03-12",
      "url": "https://www.sec.gov/Archives/edgar/data/6281/000000628126000022/0000006281-26-000022-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "HCA HEALTHCARE INC",
   "cik": 860730,
   "ticker": "HCA",
   "pct": 0.468,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-06-18",
      "url": "https://www.sec.gov/Archives/edgar/data/860730/000119312526275086/0001193125-26-275086-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "TAPESTRY INC",
   "cik": 1116132,
   "ticker": "TPR",
   "pct": 0.466,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-04-06",
      "url": "https://www.sec.gov/Archives/edgar/data/1116132/000114036126013349/0001140361-26-013349-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "APPLOVIN CORP",
   "cik": 1751008,
   "ticker": "APP",
   "pct": 0.446,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-04-07",
      "url": "https://www.sec.gov/Archives/edgar/data/1751008/000175100826000014/0001751008-26-000014-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "VALERO ENERGY CORP",
   "cik": 1035002,
   "ticker": "VLO",
   "pct": 0.438,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-18",
      "url": "https://www.sec.gov/Archives/edgar/data/1035002/000162828026062625/0001628280-26-062625-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Energy"
  },
  {
   "name": "CITIGROUP INC",
   "cik": 831001,
   "ticker": "C",
   "pct": 0.432,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-21",
      "url": "https://www.sec.gov/Archives/edgar/data/831001/000110465926065155/0001104659-26-065155-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Financials"
  },
  {
   "name": "EOG RES INC",
   "cik": null,
   "ticker": null,
   "pct": 0.413
  },
  {
   "name": "CONSOLIDATED EDISON INC",
   "cik": 1047862,
   "ticker": "ED",
   "pct": 0.407,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2026-07-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1047862/000119312526294715/0001193125-26-294715-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Utilities"
  },
  {
   "name": "BAKER HUGHES COMPANY",
   "cik": 1701605,
   "ticker": "BKR",
   "pct": 0.4,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-19",
      "url": "https://www.sec.gov/Archives/edgar/data/1701605/000119312526231070/0001193125-26-231070-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "NISOURCE INC",
   "cik": 1111711,
   "ticker": "NI",
   "pct": 0.396,
   "signals": [],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Utilities"
  },
  {
   "name": "TECHNIPFMC PLC",
   "cik": 1681459,
   "ticker": "FTI",
   "pct": 0.388,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-06-01",
      "url": "https://www.sec.gov/Archives/edgar/data/1681459/000168145926000035/0001681459-26-000035-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "SERVICENOW INC",
   "cik": 1373715,
   "ticker": "NOW",
   "pct": 0.373,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-05-22",
      "url": "https://www.sec.gov/Archives/edgar/data/1373715/000137371526000065/0001373715-26-000065-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Technology & communications"
  },
  {
   "name": "SLB LIMITED",
   "cik": 87347,
   "ticker": "SLB",
   "pct": 0.368,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-10-06",
      "url": "https://www.sec.gov/Archives/edgar/data/87347/000119312526415617/0001193125-26-415617-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Energy"
  },
  {
   "name": "META PLATFORMS INC",
   "cik": 1326801,
   "ticker": "META",
   "pct": 0.366,
   "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": "UNITED THERAPEUTICS CORP DEL",
   "cik": null,
   "ticker": null,
   "pct": 0.356
  },
  {
   "name": "CITIZENS FINL GROUP INC",
   "cik": 759944,
   "ticker": "CFG",
   "pct": 0.351,
   "signals": [],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Financials"
  },
  {
   "name": "MONSTER BEVERAGE CORP NEW",
   "cik": 865752,
   "ticker": "MNST",
   "pct": 0.344,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-25",
      "url": "https://www.sec.gov/Archives/edgar/data/865752/000110465926110965/0001104659-26-110965-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "BANK OF AMER CORP",
   "cik": 70858,
   "ticker": "BAC",
   "pct": 0.343,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-11-26",
      "url": "https://www.sec.gov/Archives/edgar/data/70858/000119312525300649/0001193125-25-300649-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fs",
   "sector": "Financials"
  },
  {
   "name": "DUKE ENERGY CORP NEW",
   "cik": 1326160,
   "ticker": "DUK",
   "pct": 0.33,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-09-25",
      "url": "https://www.sec.gov/Archives/edgar/data/1326160/000110465926110588/0001104659-26-110588-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "ss",
   "sector": "Utilities"
  },
  {
   "name": "OVINTIV INC",
   "cik": 1792580,
   "ticker": "OVV",
   "pct": 0.324,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-01-29",
      "url": "https://www.sec.gov/Archives/edgar/data/1792580/000119312526029650/0001193125-26-029650-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."
}