{
 "ok": true,
 "schema": "pops4.edgar.portfolio/1",
 "kind": "13F",
 "name": "ALLSTATE CORP",
 "cik": 899051,
 "asOf": "2026-06-30",
 "filed": "2026-08-13",
 "source": {
  "holdingsReport": "https://www.sec.gov/Archives/edgar/data/899051/000114036126032699/0001140361-26-032699-index.htm",
  "form": "13F-HR"
 },
 "unit": "portfolio",
 "holdings": {
  "lines": 1338,
  "stocks": 1306,
  "matchedWeight": 88.4,
  "stockWeight": 62.1,
  "lookedThrough": [],
  "notLookedThrough": [
   {
    "ticker": "VANGUARD ST CORP BD ETF",
    "weight": 10.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:CORE S&P TOT USM",
    "weight": 8.7,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:1-5 IG CORP BD",
    "weight": 4.8,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:5-10 IG CORP BD",
    "weight": 4.4,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:NATL MUNI BOND",
    "weight": 2.8,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SS SPDR PTF ST CORP BOND",
    "weight": 1.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:CORE S&P 500",
    "weight": 1.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:BRD USD HY CP BD",
    "weight": 1.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:10 IG CORP BD",
    "weight": 0.8,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:MSCI EM MKTS",
    "weight": 0.6,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:IBOXX $HY CORP",
    "weight": 0.4,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "VANGUARD INT CRP BD ETF",
    "weight": 0.4,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SS SPDR BBG HIGH YLD BD",
    "weight": 0.3,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:0-5 IG CORP BD",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:FLOATING RT BOND",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SS SPDR BBG IG FLTNG RT",
    "weight": 0.2,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SS SPDR PTF CORP BD",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "SS SPDR PTF IT CORP BOND",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:BRD USD IG CP BD",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:IBOXX $IG CORP",
    "weight": 0.1,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:MBS ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:ST NAT MUNI BOND",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:CORE S&P SM-CP",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "STATE STREET SPDR S&P500",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:RUSS MID-CAP",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:RUSS 2000 ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:CORE US REIT",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:MSCI GL M&MP",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:RUSS 1000 VL ETF",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:SEMICONDUCTOR",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:US FINANLS",
    "weight": 0,
    "why": "a fund held inside the 13F; not looked through"
   },
   {
    "ticker": "ISHARES:MSCI EAFE",
    "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": "this filer’s own 13Fs"
  },
  "vsBenchmark": -3,
  "rose": 724,
  "priced": 1005,
  "coverage": 95.5,
  "addedMost": [
   {
    "name": "ISHARES:CORE S&P TOT USM",
    "weight": 8.5,
    "price": 15.3,
    "points": 1.31
   },
   {
    "name": "MICRON TECHNOLOGY ORD",
    "weight": 0.4,
    "price": 241.7,
    "points": 1.05,
    "confirmed": true
   },
   {
    "name": "ADVANCED MICRO DEVICES ORD",
    "weight": 0.4,
    "price": 185.6,
    "points": 0.71,
    "confirmed": true
   },
   {
    "name": "INTEL ORD",
    "weight": 0.2,
    "price": 216.4,
    "points": 0.49,
    "confirmed": true
   },
   {
    "name": "NVIDIA ORD",
    "weight": 2.6,
    "price": 14.7,
    "points": 0.39
   }
  ],
  "costMost": [
   {
    "name": "EXXON MOBIL ORD",
    "weight": 0.8,
    "price": -19.4,
    "points": -0.16
   },
   {
    "name": "NETFLIX ORD",
    "weight": 0.5,
    "price": -25.7,
    "points": -0.12
   },
   {
    "name": "CHEVRON ORD",
    "weight": 0.5,
    "price": -19.9,
    "points": -0.09
   },
   {
    "name": "PALANTIR TECHNOLOGIES CL A ORD",
    "weight": 0.4,
    "price": -20.2,
    "points": -0.08
   },
   {
    "name": "AT&T ORD",
    "weight": 0.2,
    "price": -28.6,
    "points": -0.07
   }
  ],
  "changes": {
   "newPositions": 327,
   "newShare": 3.6,
   "exited": 113,
   "exitedShare": 4,
   "addedTo": 223,
   "trimmed": 446,
   "bookValueFrom": 9352032842,
   "bookValueTo": 10014278623
  },
  "heldBack": [
   {
    "name": "KLA ORD",
    "weight": 0.2,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "BOOKING HOLDINGS ORD",
    "weight": 0.1,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "CREDO TECHNOLOGY GROUP HOLDING ORD",
    "weight": 0.1,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "CARVANA CL A ORD",
    "weight": 0,
    "why": "price fell past 60%: usually a share split"
   },
   {
    "name": "AEHR TEST SYSTEMS ORD",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   },
   {
    "name": "PENGUIN SOLUTIONS ORD",
    "weight": 0,
    "why": "very large move not confirmed by a second filer"
   }
  ],
  "heldBackShare": 0.4,
  "sources": {
   "earlier": "https://www.sec.gov/Archives/edgar/data/899051/000114036126020569/0001140361-26-020569-index.htm",
   "later": "https://www.sec.gov/Archives/edgar/data/899051/000114036126032699/0001140361-26-032699-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": 26.4,
  "effectiveHoldings": 96,
  "largestSector": {
   "name": "Technology & communications",
   "shareOfChecked": 52.1
  },
  "sectorMix": [
   {
    "name": "Technology & communications",
    "weight": 31.2,
    "shareOfChecked": 52.1
   },
   {
    "name": "Industrials & services",
    "weight": 8.5,
    "shareOfChecked": 14.3
   },
   {
    "name": "Consumer",
    "weight": 8,
    "shareOfChecked": 13.4
   },
   {
    "name": "Health care",
    "weight": 3.8,
    "shareOfChecked": 6.3
   },
   {
    "name": "Financials",
    "weight": 3.7,
    "shareOfChecked": 6.1
   },
   {
    "name": "Energy",
    "weight": 1.9,
    "shareOfChecked": 3.1
   },
   {
    "name": "Materials",
    "weight": 1.6,
    "shareOfChecked": 2.7
   },
   {
    "name": "Transport",
    "weight": 0.6,
    "shareOfChecked": 1
   },
   {
    "name": "Utilities",
    "weight": 0.4,
    "shareOfChecked": 0.7
   },
   {
    "name": "Real estate & trusts",
    "weight": 0.3,
    "shareOfChecked": 0.5
   }
  ],
  "revenueRange": {
   "weightedHalfWidth": 14.7,
   "coverage": 78.3,
   "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": 1.2,
  "checkedShare": 59.8,
  "speedCash": {
   "coverage": 85.6,
   "cashConversion": 26.5,
   "growth3y": 12.7,
   "dividendPayers": 69.6,
   "dividendRaisers": 61.4,
   "equityRatio": 42.2,
   "liabilitiesOverAssets": 5,
   "quadrants": {
    "fs": 35.9,
    "ss": 18,
    "fj": 32.3,
    "sj": 13.8
   },
   "compass": {
    "now": 28.4,
    "later": 37.2,
    "notyet": 4,
    "steady": 6.4,
    "fading": 9.8,
    "between": 14.2
   },
   "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": 0.9,
   "buybackYield": 1.2,
   "incomeYield": 2.1,
   "pe": 35.5,
   "growth": {
    "low": -4.4,
    "mid": 13.5,
    "high": 28.1
   },
   "valuationChange": 0,
   "range": {
    "low": -2.3,
    "mid": 15.5,
    "high": 30.2,
    "level": 80,
    "horizon": "next 12 months"
   },
   "coverage": {
    "yields": 82.3,
    "growth": 78.3,
    "pe": 82.1
   },
   "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": "2026-10-07T17:42:40.496Z",
    "hash": "2d9b5210bc59f36fd2350283f8bcee9ad09579f4cc98ae29ff036b1935ea8edd",
    "range": {
     "low": -2.3,
     "mid": 15.6,
     "high": 30.3,
     "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: 52.1% of the checked holdings are Technology & communications.",
  "VANGUARD ST CORP BD ETF 10.2%, ISHARES:CORE S&P TOT USM 8.7%, ISHARES:1-5 IG CORP BD 4.8%, ISHARES:5-10 IG CORP BD 4.4%, ISHARES:NATL MUNI BOND 2.8%, SS SPDR PTF ST CORP BOND 1.3% and 26 more not looked through; the measures cover the other 62.1%.",
  "Holdings are as of 2026-06-30; the portfolio may have changed since."
 ],
 "healthWatch": {
  "checked": {
   "holdings": 100,
   "weight": 59.8,
   "rule": "the 100 largest stock holdings matched to an SEC filer"
  },
  "flaggedWeight": 1.2,
  "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": 85,
    "weight": 53.3
   },
   {
    "code": "2.05",
    "label": "Restructuring or exit costs",
    "holdings": 2,
    "weight": 0.9
   },
   {
    "code": "3.01",
    "label": "Exchange listing notice or transfer",
    "holdings": 1,
    "weight": 0.7
   },
   {
    "code": "1.05",
    "label": "Cybersecurity incident",
    "holdings": 1,
    "weight": 0.3
   }
  ]
 },
 "overlap": [],
 "top": [
  {
   "name": "AMAZON COM ORD",
   "cik": 1018724,
   "ticker": "AMZN",
   "pct": 3.835,
   "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": "APPLE ORD",
   "cik": 320193,
   "ticker": "AAPL",
   "pct": 3.815,
   "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": "NVIDIA ORD",
   "cik": 1045810,
   "ticker": "NVDA",
   "pct": 3.552,
   "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": "MICROSOFT ORD",
   "cik": 789019,
   "ticker": "MSFT",
   "pct": 3.358,
   "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": "BROADCOM ORD",
   "cik": 1730168,
   "ticker": "AVGO",
   "pct": 2.577,
   "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": "ALPHABET CL A ORD",
   "cik": 1652044,
   "ticker": "GOOGL",
   "pct": 2.002,
   "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": "MICRON TECHNOLOGY ORD",
   "cik": 723125,
   "ticker": "MU",
   "pct": 1.996,
   "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 CL A ORD",
   "cik": 1326801,
   "ticker": "META",
   "pct": 1.858,
   "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 ORD",
   "cik": 1318605,
   "ticker": "TSLA",
   "pct": 1.787,
   "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": "ALPHABET CL C ORD",
   "cik": 1652044,
   "ticker": "GOOGL",
   "pct": 1.58,
   "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": "ADVANCED MICRO DEVICES ORD",
   "cik": 2488,
   "ticker": "AMD",
   "pct": 1.464,
   "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": "ELI LILLY ORD",
   "cik": null,
   "ticker": null,
   "pct": 1.462
  },
  {
   "name": "JPMORGAN CHASE ORD",
   "cik": null,
   "ticker": null,
   "pct": 1.319
  },
  {
   "name": "BERKSHIRE HATHAWAY CL B ORD",
   "cik": 1067983,
   "ticker": "BRK-B",
   "pct": 1.17,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-05-07",
      "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526212148/0001193125-26-212148-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Financials"
  },
  {
   "name": "VISA CL A ORD",
   "cik": 1403161,
   "ticker": "V",
   "pct": 1.022,
   "signals": [],
   "compass": "now",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "JOHNSON & JOHNSON ORD",
   "cik": 200406,
   "ticker": "JNJ",
   "pct": 1.02,
   "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": "APPLIED MATERIAL ORD",
   "cik": null,
   "ticker": null,
   "pct": 0.966
  },
  {
   "name": "EXXON MOBIL CORPORATION",
   "cik": 2115436,
   "ticker": "XOM",
   "pct": 0.959,
   "signals": [],
   "sector": "Energy"
  },
  {
   "name": "INTEL ORD",
   "cik": 50863,
   "ticker": "INTC",
   "pct": 0.944,
   "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": "CATERPILLAR ORD",
   "cik": 18230,
   "ticker": "CAT",
   "pct": 0.839,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-04-10",
      "url": "https://www.sec.gov/Archives/edgar/data/18230/000110465926042062/0001104659-26-042062-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "LAM RESEARCH ORD",
   "cik": 707549,
   "ticker": "LRCX",
   "pct": 0.834,
   "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": "CISCO SYSTEMS ORD",
   "cik": 858877,
   "ticker": "CSCO",
   "pct": 0.764,
   "signals": [
    {
     "code": "2.05",
     "label": "Restructuring or exit costs",
     "count": 1,
     "latest": {
      "filed": "2026-05-13",
      "url": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/0000858877-26-000075-index.htm"
     }
    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 4,
     "latest": {
      "filed": "2026-05-01",
      "url": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000057/0000858877-26-000057-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Technology & communications"
  },
  {
   "name": "ABBVIE ORD",
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   "ticker": "ABBV",
   "pct": 0.751,
   "signals": [],
   "compass": "steady",
   "quadrant": "ss",
   "sector": "Health care"
  },
  {
   "name": "WALMART ORD",
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   "ticker": "WMT",
   "pct": 0.743,
   "signals": [
    {
     "code": "3.01",
     "label": "Exchange listing notice or transfer",
     "count": 1,
     "latest": {
      "filed": "2025-11-20",
      "url": "https://www.sec.gov/Archives/edgar/data/104169/000010416925000177/0000104169-25-000177-index.htm"
     }
    },
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 4,
     "latest": {
      "filed": "2026-01-16",
      "url": "https://www.sec.gov/Archives/edgar/data/104169/000010416926000023/0000104169-26-000023-index.htm"
     }
    }
   ],
   "compass": "steady",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "COSTCO WHOLESALE ORD",
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   "ticker": "COST",
   "pct": 0.703,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-10-20",
      "url": "https://www.sec.gov/Archives/edgar/data/909832/000090983225000107/0000909832-25-000107-index.htm"
     }
    }
   ],
   "compass": "notyet",
   "quadrant": "fs",
   "sector": "Consumer"
  },
  {
   "name": "SCHWAB STR:5-10 CORP BD",
   "cik": null,
   "ticker": null,
   "pct": 0.67
  },
  {
   "name": "BANK OF AMERICA ORD",
   "cik": 70858,
   "ticker": "BAC",
   "pct": 0.668,
   "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": "LIFE360 ORD",
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   "ticker": "LIF",
   "pct": 0.645,
   "signals": [],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Technology & communications"
  },
  {
   "name": "UNITEDHEALTH GRP ORD",
   "cik": null,
   "ticker": null,
   "pct": 0.635
  },
  {
   "name": "MASTERCARD CL A ORD",
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   "ticker": "MA",
   "pct": 0.61,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-06-02",
      "url": "https://www.sec.gov/Archives/edgar/data/1141391/000114139126000037/0001141391-26-000037-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fj",
   "sector": "Industrials & services"
  },
  {
   "name": "GE AEROSPACE ORD",
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   "ticker": null,
   "pct": 0.606
  },
  {
   "name": "KLA ORD",
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   "ticker": "KLAC",
   "pct": 0.598,
   "signals": [],
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   "sector": "Industrials & services"
  },
  {
   "name": "PROCTER & GAMBLE ORD",
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   "ticker": "PG",
   "pct": 0.588,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-07-29",
      "url": "https://www.sec.gov/Archives/edgar/data/80424/000008042426000094/0000080424-26-000094-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Materials"
  },
  {
   "name": "CHEVRON ORD",
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   "ticker": "CVX",
   "pct": 0.535,
   "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": "SANDISK ORD",
   "cik": 2023554,
   "ticker": "SNDK",
   "pct": 0.531,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-09-16",
      "url": "https://www.sec.gov/Archives/edgar/data/2023554/000162828026062267/0001628280-26-062267-index.htm"
     }
    }
   ],
   "quadrant": null,
   "sector": "Technology & communications"
  },
  {
   "name": "GE VERNOVA ORD",
   "cik": 1996810,
   "ticker": "GEV",
   "pct": 0.505,
   "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",
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   "sector": "Industrials & services"
  },
  {
   "name": "MERCK & CO ORD",
   "cik": 310158,
   "ticker": "MRK",
   "pct": 0.466,
   "signals": [],
   "compass": "between",
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   "sector": "Health care"
  },
  {
   "name": "TEXAS INSTRUMENTS ORD",
   "cik": 97476,
   "ticker": "TXN",
   "pct": 0.45,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-06-02",
      "url": "https://www.sec.gov/Archives/edgar/data/97476/000095010326008325/0000950103-26-008325-index.htm"
     }
    }
   ],
   "compass": "fading",
   "quadrant": "sj",
   "sector": "Technology & communications"
  },
  {
   "name": "GOLDMAN SACHS GROUP ORD",
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   "ticker": "GS",
   "pct": 0.422,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-03-13",
      "url": "https://www.sec.gov/Archives/edgar/data/886982/000119312526105328/0001193125-26-105328-index.htm"
     }
    }
   ],
   "sector": "Financials"
  },
  {
   "name": "COCA-COLA ORD",
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   "ticker": "KO",
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   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 5,
     "latest": {
      "filed": "2026-06-25",
      "url": "https://www.sec.gov/Archives/edgar/data/21344/000155278126000366/0001552781-26-000366-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Consumer"
  },
  {
   "name": "HOME DEPOT ORD",
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   "ticker": "HD",
   "pct": 0.418,
   "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": "MARVELL TECHNOLOGY ORD",
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   "pct": 0.416,
   "signals": [
    {
     "code": "5.02",
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     "count": 1,
     "latest": {
      "filed": "2026-06-11",
      "url": "https://www.sec.gov/Archives/edgar/data/1835632/000119312526267688/0001193125-26-267688-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Technology & communications"
  },
  {
   "name": "NETFLIX ORD",
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   "ticker": "NFLX",
   "pct": 0.412,
   "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",
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   "sector": "Consumer"
  },
  {
   "name": "PALO ALTO NETWORKS ORD",
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   "ticker": "PANW",
   "pct": 0.41,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-08-21",
      "url": "https://www.sec.gov/Archives/edgar/data/1327567/000119312526361122/0001193125-26-361122-index.htm"
     }
    }
   ],
   "compass": "later",
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   "sector": "Technology & communications"
  },
  {
   "name": "PHILIP MORRIS INTERNATIONAL ORD",
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   "ticker": "PM",
   "pct": 0.4,
   "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": "CITIGROUP ORD",
   "cik": 831001,
   "ticker": "C",
   "pct": 0.388,
   "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",
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   "sector": "Financials"
  },
  {
   "name": "ORACLE ORD",
   "cik": 1341439,
   "ticker": "ORCL",
   "pct": 0.383,
   "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": "WESTERN DIGITAL ORD",
   "cik": 106040,
   "ticker": "WDC",
   "pct": 0.368,
   "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",
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   "sector": "Technology & communications"
  },
  {
   "name": "PALANTIR TECHNOLOGIES CL A ORD",
   "cik": 1321655,
   "ticker": "PLTR",
   "pct": 0.367,
   "signals": [],
   "compass": "later",
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   "sector": "Technology & communications"
  },
  {
   "name": "LINDE ORD",
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   "ticker": "LIN",
   "pct": 0.365,
   "signals": [],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Materials"
  },
  {
   "name": "CORNING ORD",
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   "ticker": "GLW",
   "pct": 0.352,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 1,
     "latest": {
      "filed": "2025-10-08",
      "url": "https://www.sec.gov/Archives/edgar/data/24741/000120677425000710/0001206774-25-000710-index.htm"
     }
    }
   ],
   "compass": "between",
   "quadrant": "sj",
   "sector": "Materials"
  },
  {
   "name": "SEAGATE TECHNOLOGY HOLDINGS ORD",
   "cik": 1137789,
   "ticker": "STX",
   "pct": 0.349,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-09-04",
      "url": "https://www.sec.gov/Archives/edgar/data/1137789/000113778926000201/0001137789-26-000201-index.htm"
     }
    }
   ],
   "compass": "fading",
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   "sector": "Technology & communications"
  },
  {
   "name": "MORGAN STANLEY ORD",
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   "ticker": "MS",
   "pct": 0.346,
   "signals": [],
   "sector": "Financials"
  },
  {
   "name": "ANALOG DEVICES ORD",
   "cik": 6281,
   "ticker": "ADI",
   "pct": 0.328,
   "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": "WELLS FARGO ORD",
   "cik": null,
   "ticker": null,
   "pct": 0.328
  },
  {
   "name": "AMPHENOL CL A ORD",
   "cik": 820313,
   "ticker": "APH",
   "pct": 0.313,
   "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": "RTX ORD",
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   "ticker": "RTX",
   "pct": 0.306,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-09-15",
      "url": "https://www.sec.gov/Archives/edgar/data/101829/000114036126036662/0001140361-26-036662-index.htm"
     }
    }
   ],
   "compass": "later",
   "quadrant": "fs",
   "sector": "Industrials & services"
  },
  {
   "name": "AMGEN ORD",
   "cik": 318154,
   "ticker": "AMGN",
   "pct": 0.304,
   "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",
   "quadrant": "fs",
   "sector": "Health care"
  },
  {
   "name": "INTERNATIONAL BUSINESS MACHINES ORD",
   "cik": 51143,
   "ticker": "IBM",
   "pct": 0.293,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 3,
     "latest": {
      "filed": "2026-10-01",
      "url": "https://www.sec.gov/Archives/edgar/data/51143/000005114326000086/0000051143-26-000086-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Technology & communications"
  },
  {
   "name": "ABBOTT LABORATORIES ORD",
   "cik": 1800,
   "ticker": "ABT",
   "pct": 0.291,
   "signals": [
    {
     "code": "5.02",
     "label": "Director or officer change",
     "count": 2,
     "latest": {
      "filed": "2026-04-27",
      "url": "https://www.sec.gov/Archives/edgar/data/1800/000110465926049434/0001104659-26-049434-index.htm"
     }
    }
   ],
   "compass": "now",
   "quadrant": "ss",
   "sector": "Health care"
  }
 ],
 "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."
}