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%. A picture of the signs, not a rating and not investment advice.
Against the big portfolios · Q2 2026
The same quarter for everyone, 2026-03-31 → 2026-06-30, from each filer’s own 13F filings. Groups show the median and every member.
The book as entered, held through the quarter. Stocks: price change between the two quarter-end 13F prices (the same method as every 13F filer below). Short-term funds: their own reported total return. Money-market funds: yield earned. Dividends on stocks are not in it, as for the filers.
Actuarial summary
Measure
Value
What it means
Warning share
1.5%
Share of the portfolio in companies that filed a warning event in the last 12 months. Lower is healthier.
Top-10 weight
30.0%
How much the 10 largest holdings carry. Higher means more rides on a few names.
Effective holdings
75
The portfolio behaves like this many equal holdings (1 ÷ Σ weight²). Higher is more diversified.
Largest sector
Technology & communications 31%
Of the holdings checked. Technology & communications 31% · Utilities 26% · Health care 25% · Industrials & services 7% · Consumer 6%.
Revenue range
±13.5%
Weighted width of Edgarette’s tested 80% revenue ranges, on the 83% of the portfolio she covers. Narrower is more predictable.
Checked
75.9%
Share of the portfolio Health Watch has read.
Cash conversion
28.1%
Operating cash as a share of revenue, weighted. Higher = money arrives faster.
Growth speed
12.8% a year
Revenue growth per year over three years, weighted. The long-term engine.
Dividend payers
80% · raised 77%
Share of the covered portfolio in companies paying a common dividend, and raising it.
Dividend yield
1.2%
Common dividends paid in the latest fiscal year ÷ market value, weighted. Market value = the reported price × diluted shares.
Buyback yield
+0.7%
Shares bought back minus shares issued for cash, ÷ market value, weighted. From the cash-flow statements.
Starting valuation
31.4× earnings
Price ÷ earnings (P/E) of the covered portfolio, from net income as filed. Higher = more is already priced in.
Expected stock return
-0.7% to +27.9% a year
Building blocks (Grinold–Kroner): income yield +1.8% + revenue growth -2.5% to +26.1% from Edgarette’s 80% ranges + valuation change taken as 0. Midpoint +15.5%. Covers 74% (yields) and 83% (growth) of the portfolio. An assumption by a published method, not a promise or a price forecast.
Equity ratio
38.5%
Equity as a share of assets, weighted. Higher = less owed to others.
Classic signals
Z″ distress 12% · F ≤ 2 0% · accruals ahead 6%
What a terminal subscription used to buy, a filing and arithmetic now give anyone: share of the covered portfolio in Altman’s distress zone (Z″ below 1.1), with a Piotroski F of 2 or less, and with earnings running ahead of cash (Sloan accruals of 10% or more). Display only. Method →
Liabilities over assets
4.9%
Share of the covered portfolio in companies whose liabilities exceed assets (often from buybacks, not always distress).
Cash Compass
🌱 Later 29%🌊 Between 27%🐄 Now 27%🍂 Fading 7%⚡ Not yet 6%🐂 Steady 4%
Weights are shares of the stock holdings; funds are looked through to their latest SEC holdings report (top 100 itemized, the rest counted as spread thin). 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.
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The big portfolios, last quarter, from their own 13Fs:
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Committee brief · Edgar & Edgarette · POPS4 Filing Boards
Test case: Funds only: S&P 500, utilities, health care
Prepared 2026-11-12 · holdings as entered; funds looked through to SEC N-PORT · 173 stock holdings, 83.8% matched to SEC filers
Health Harbor: New ship (no warning signs).
Same quarter (2026-03-31 to 2026-06-30): this book +14.7% · S&P 500 fund +14.7% · Insurers median +10.6% · Endowments & foundations median +11.7% · Managers median +15.6% · Banks median +13.6% · Pensions median +14.6%.
Measures
Warning share
1.5%
Checked by Health Watch
75.9%
Top-10 weight
30.0%
Effective holdings
75
Largest sector
Technology & communications 31%
Revenue range (80%)
±13.5%
Cash conversion
28.1%
Growth, 3-yr a year
12.8%
Dividend payers
80% · raised 77%
Equity ratio
38.5%
Liabilities over assets
4.9%
Covered by speed and cash
81.9%
Dividend · buyback yield
1.2% · 0.7%
Expected stock return (80%)
-0.7% to 27.9% a year
Cash Compass
🐄 cash cow now 27% · 🌱 cash cow later 29% · ⚡ fast, cash not yet 6% · 🐂 steady earner 4% · 🍂 fading 7% · 🌊 in between 27%. Each holding read through its own filings (inside view) and against same-size peers (outside view); a label needs both to agree.
Held more than one way: LLY 4.2% (SPY + XLV), NEE 2.7% (SPY + XLU), JNJ 2.7% (SPY + XLV), ABBV 2% (SPY + XLV), UNH 1.7% (SPY + XLV).
Holdings are as of 2026-06-30; the portfolio may have changed since.
Independence. Every range, flag and score on these boards is identical for everyone. Clients of POPS4 or Hako Shikin receive no different numbers, no earlier access and no say in what is published. The service lines shown beside each board describe work we do; they never change the data. For reviewers: Method · Terms of use · Status
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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.
