Institutional 13F · Context Only · Never a Buy List机构 13F · 仅供背景参考 · 非买入清单
Basswood Capital Management
sector_other
A
Reliability improving可靠性走强
leaderboard rank榜单排名 #5WATCH观察
Book持仓规模
$2.1B
long US listed only仅美股多头
Positions持仓数
107
100% resolved已解析
Top-10 concentration前十集中度
37%
% of book占组合%
Turnover换手
LOW
15.8% per quarter每季
Median excess中位超额
+3%
buys vs SPY, since filing买入相对SPY，自申报起 · n 224
Hit rate胜率
56%
share of buys beating SPY跑赢SPY的买入占比
Core lean — the 10-second read核心倾向 — 10秒速读
Core lean: Financials (Equal-Weight) — added BAC, RJF, KEY, SYF, FITB… (+10.1pp of book this quarter)核心倾向：金融（等权） — 本季度加仓 BAC、RJF、KEY、SYF、FITB…（占组合 +10.1pp）
Financials (Equal-Weight)金融（等权）
+10.1pp
34.0% of book held占组合持有
· 24 names标的
· US Sectors (EW)
BAC
RJF
KEY
SYF
FITB
PGR
HBAN
STT
Regional Banks区域银行
+4.4pp
17.9% of book held占组合持有
· 14 names标的
· Financials
BPOPKEYFITBHBAN
Payments & Fintech支付与金融科技
+1.2pp
2.9% of book held占组合持有
· 2 names标的
· Financials
SYF
NeobanksNeobanks
+1.1pp
1.1% of book held占组合持有
· 1 names标的
· FinTech
ALLY
Insurance & Brokers保险与经纪
+0.5pp
0.5% of book held占组合持有
· 1 names标的
· Financials
PGR
Descriptive read of the latest filing — themes clustered from curated baskets (Finviz fallback), added-pp = Σ % of book bought this quarter. Not a forecast.基于最新申报的描述性解读——主题按精选篮子聚类（Finviz 兜底），added-pp = 本季度买入占组合百分比之和。非预测。
Grade & excess history评级与超额历史
per-quarter buy cohorts, scored on public filing dates vs SPY — descriptive ranks in a curated survivor cohort按季度买入队列，以公开申报日为锚相对SPY评分——精选幸存者队列中的描述性排名Reliability可靠性: improving走强 · 12 scored quarters已评分季度 · 50% positive为正 · recent-4 median近4季中位 +7% vs all-time对全期 +1%
Median excess by quarter各季度中位超额: ▄▂▅▄▁▃▄▅▄█▄▇ (oldest → newest, shifted by the series minimum so negatives render由旧到新，按序列最小值平移以呈现负值)
| Quarter季度 | Buys买入数 | Median excess中位超额 | Hit胜率 | Median fwd 63d中位前瞻63日 |
|---|---|---|---|---|
| 2023-06-30 | 20 | +2% | 55% | -1% |
| 2023-09-30 | 17 | -12% | 47% | +6% |
| 2023-12-31 | 15 | +7% | 53% | +8% |
| 2024-03-31 | 16 | -0% | 50% | -2% |
| 2024-06-30 | 14 | -18% | 43% | +11% |
| 2024-09-30 | 21 | -5% | 33% | -8% |
| 2024-12-31 | 9 | -0% | 44% | -4% |
| 2025-03-31 | 29 | +4% | 55% | -1% |
| 2025-06-30 | 31 | +2% | 58% | -6% |
| 2025-09-30 | 12 | +17% | 75% | +16% |
| 2025-12-31 | 17 | -1% | 47% | -11% |
| 2026-03-31 | 23 | +12% | 96% | — |
Sector exposure & rotation行业配置与轮动
value-weighted, latest filing; QoQ deltas vs prior quarter按市值加权，最新申报；季度环比变化对上季Current weights当前权重 · 2026-03-31
Financial
86.8%
▲ +3.7pp
Unclassified
6.3%
▼ -3.6pp
Consumer Cyclical
5.0%
▲ +0.1pp
Healthcare
0.9%
▲ +0.3pp
Real Estate
0.8%
▼ -0.1pp
Industrials
0.3%
▼ -0.1pp
Theme categories主题类别
Financials 21.3%
US Sectors (EW) 20.9%
Consumer Cyclical 3.0%
Crypto & Digital Assets 0.9%
Rotating into (QoQ)轮入（环比）
Financial +3.7pp
Healthcare +0.3pp
Consumer Cyclical +0.1pp
Rotating out of (QoQ)轮出（环比）
Communication Services -0.3pp
Industrials -0.1pp
Real Estate -0.1pp
Quarter history — top-3 sectors季度历史 — 前三大行业
| 2026-03-31 | Financial 87% · Unclassified 6% · Consumer Cyclical 5% |
| 2025-12-31 | Financial 83% · Unclassified 10% · Consumer Cyclical 5% |
| 2025-09-30 | Financial 73% · Unclassified 19% · Consumer Cyclical 6% |
| 2025-06-30 | Financial 77% · Unclassified 14% · Consumer Cyclical 8% |
| 2025-03-31 | Financial 77% · Unclassified 12% · Consumer Cyclical 9% |
| 2024-12-31 | Financial 75% · Unclassified 13% · Consumer Cyclical 11% |
| 2024-09-30 | Financial 71% · Consumer Cyclical 15% · Unclassified 12% |
| 2024-06-30 | Financial 73% · Consumer Cyclical 14% · Unclassified 12% |
| 2024-03-31 | Financial 73% · Unclassified 13% · Consumer Cyclical 13% |
| 2023-12-31 | Financial 74% · Unclassified 13% · Consumer Cyclical 12% |
| 2023-09-30 | Financial 73% · Unclassified 16% · Consumer Cyclical 10% |
| 2023-06-30 | Financial 72% · Unclassified 16% · Consumer Cyclical 11% |
Full book完整持仓
every resolved position as filed — click a column header to sort. Conviction is a descriptive composite, not a forecast.截至申报日的全部已解析持仓——点击列头排序。信念分为描述性综合指标，非预测。107 positions shown项持仓 · resolved已解析 107/107 (100%) · unresolved CUSIPs are excluded from this table but counted in book totals未解析CUSIP不列入本表，但计入组合总额
| #↕ | Ticker标的 ↕ | Company公司 ↕ | % book仓位% ↕ | Value金额 ↕ | Action动作 ↕ | Δ sharesΔ股数 ↕ | Add streak连加季数 ↕ | Conviction信念分 ↕ | Sector行业 ↕ | Themes主题 | Since filing自申报 ↕ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |  JPM |
Jpmorgan Chase & Co | 6.5% | $138M | hold | +0% | — | 70 · HIGH | Financial | Financials (Equal-Weight) | +13% |
| 2 |  TLT |
Ishares Tr | 5.8% | $123M | hold | -6% | — | 70 · MODERATE | Financial | — | +0% |
| 3 | BAC |
Bank America Corp | 4.3% | $90M | add | +15% | 1q | 74 · HIGH | Financial | Financials (Equal-Weight) | +22% |
| 4 |  WBS |
Webster Finl Corp | 4.0% | $84M | trim | -18% | — | 69 · MODERATE | Financial | Regional Banks | +5% |
| 5 |  USB |
Us Bancorp | 3.3% | $70M | trim | -18% | — | 69 · MODERATE | Financial | Regional Banks, Financials (Equal-Weight) | +18% |
| 6 |  DCOM |
Dime Cmnty Bancshares Inc | 3.2% | $68M | hold | -1% | — | 68 · MODERATE | Financial | — | +11% |
| 7 |  MS |
Morgan Stanley | 2.9% | $61M | hold | +0% | — | 68 · MODERATE | Financial | Financials (Equal-Weight) | +9% |
| 8 |  RKT |
Rocket Cos Inc | 2.6% | $56M | trim | -29% | — | 68 · MODERATE | Financial | — | — |
| 9 |  OMF |
Onemain Hldgs Inc | 2.2% | $47M | hold | -5% | — | 67 · MODERATE | — | — | — |
| 10 |  SCHW |
Schwab Charles Corp | 2.1% | $44M | trim | -23% | — | 67 · MODERATE | Financial | Financials (Equal-Weight) | +12% |
| 11 |  FCNCA |
First Ctzns Bancshares Inc D | 2.0% | $43M | hold | +0% | — | 52 · MODERATE | Financial | Regional Banks | +7% |
| 12 | BPOP |
Popular Inc | 2.0% | $43M | add | +20% | 1q | 56 · MODERATE | — | Regional Banks | — |
| 13 |  PNFP |
Pinnacle Finl Partners Inc | 1.9% | $41M | new | -100% | 1q | 55 · MODERATE | Financial | — | +5% |
| 14 |  PFSI |
Pennymac Finl Svcs Inc New | 1.9% | $40M | trim | -16% | — | 51 · MODERATE | Financial | — | — |
| 15 |  ONB |
Old Natl Bancorp Ind | 1.9% | $40M | add | +15% | 1q | 56 · MODERATE | Financial | — | +14% |
| 16 |  TOL |
Toll Brothers Inc | 1.8% | $39M | trim | -13% | — | 50 · MODERATE | Consumer Cyclical | Housing Chain | +16% |
| 17 |  COF |
Capital One Finl Corp | 1.7% | $36M | hold | +0% | — | 50 · MODERATE | Financial | Payments & Fintech, Financials (Equal-Weight) | +11% |
| 18 |  CFG |
Citizens Finl Group Inc | 1.5% | $32M | hold | -5% | — | 49 · MODERATE | Financial | Regional Banks, Financials (Equal-Weight) | +17% |
| 19 |  FNB |
F N B Corp | 1.5% | $32M | trim | -11% | — | 49 · MODERATE | Financial | — | +10% |
| 20 | RJF |
Raymond James Finl Inc | 1.4% | $30M | add | +31% | 2q | 59 · MODERATE | Financial | Financials (Equal-Weight) | +9% |
| 21 |  IVZ |
Invesco Ltd | 1.4% | $29M | hold | +8% | — | 48 · MODERATE | Financial | Financials (Equal-Weight) | +9% |
| 22 |  ESQ |
Esquire Finl Hldgs Inc | 1.4% | $29M | hold | +0% | — | 48 · MODERATE | Financial | — | — |
| 23 | KEY |
Keycorp | 1.3% | $28M | add | +34% | 1q | 53 · MODERATE | Financial | Regional Banks, Financials (Equal-Weight) | +12% |
| 24 |  SFNC |
Simmons First Natl Corp | 1.3% | $28M | add | +27% | 3q | 62 · MODERATE | Financial | — | +10% |
| 25 |  RM |
Regional Mgmt Corp | 1.3% | $27M | hold | -4% | — | 47 · MODERATE | Financial | — | — |
| 26 |  TMHC |
Taylor Morrison Home Corp | 1.2% | $26M | hold | -5% | — | 47 · MODERATE | Consumer Cyclical | — | +32% |
| 27 | SYF |
Synchrony Financial | 1.2% | $25M | add | +29% | 1q | 52 · MODERATE | Financial | Payments & Fintech, Financials (Equal-Weight) | +2% |
| 28 |  LAZ |
Lazard Inc | 1.2% | $25M | add | +99% | 2q | 56 · MODERATE | Financial | — | -1% |
| 29 |  BANR |
Banner Corp | 1.2% | $25M | add | +89% | 1q | 51 · MODERATE | Financial | — | +12% |
| 30 |  ZION |
Zions Bancorporation Natl As | 1.2% | $25M | hold | +5% | — | 46 · MODERATE | Financial | — | +20% |
| 31 |  BOH |
Bank Hawaii Corp | 1.1% | $24M | add | +58% | 1q | 50 · MODERATE | Financial | — | +11% |
| 32 |  CPF |
Central Pac Finl Corp | 1.1% | $23M | hold | -8% | — | 45 · LOW | Financial | — | +15% |
| 33 |  PNC |
Pnc Finl Svcs Group Inc | 1.1% | $23M | trim | -29% | — | 44 · LOW | Financial | Regional Banks, Financials (Equal-Weight) | +17% |
| 34 | ALLY |
Ally Finl Inc | 1.1% | $22M | add | +11% | 2q | 54 · MODERATE | Financial | Neobanks | +8% |
| 35 |  KRE |
Spdr Series Trust | 1.1% | $22M | trim | -52% | — | 44 · LOW | — | — | +13% |
| 36 |  VCTR |
Victory Cap Hldgs Inc Del | 1.1% | $22M | trim | -27% | — | 44 · LOW | Financial | — | +15% |
| 37 |  WFC |
Wells Fargo & Co | 1.0% | $21M | trim | -45% | — | 43 · LOW | Financial | Financials (Equal-Weight) | +17% |
| 38 |  BLK |
Blackrock Inc | 0.9% | $20M | trim | -20% | — | 43 · LOW | Financial | Crypto & Digital Rails, Financials (Equal-Weight) | -2% |
| 39 |  MDY |
State Str Spdr S&p Midcap 40 | 0.9% | $19M | trim | -48% | — | 33 · LOW | — | — | — |
| 40 |  HFWA |
Heritage Finl Corp Wash | 0.9% | $18M | add | +15% | 2q | 42 · LOW | Healthcare | — | +17% |
| 41 |  EBC |
Eastern Bankshares Inc | 0.8% | $18M | trim | -23% | — | 32 · LOW | Financial | — | +8% |
| 42 |  MCB |
Metropolitan Bk Hldg Corp | 0.8% | $18M | hold | -5% | — | 32 · LOW | Financial | — | — |
| 43 |  MHO |
M/i Homes Inc | 0.8% | $17M | hold | -8% | — | 31 · LOW | Consumer Cyclical | — | +20% |
| 44 |  OBK |
Origin Bancorp Inc | 0.8% | $17M | add | +22% | 1q | 36 · LOW | Financial | — | — |
| 45 |  PHM |
Pulte Group Inc | 0.8% | $16M | hold | +0% | — | 31 · LOW | Consumer Cyclical | Housing Chain, Consumer Discretionary (Equal-Weight) | +11% |
| 46 |  FNF |
Fidelity Natl Finl Inc | 0.7% | $15M | hold | +0% | — | 30 · LOW | Financial | — | +6% |
| 47 |  VLY |
Valley Natl Bancorp | 0.7% | $15M | trim | -29% | — | 30 · LOW | Financial | — | +14% |
| 48 |  CBSH |
Commerce Bancshares Inc | 0.7% | $14M | new | — | 1q | 25 · LOW | Financial | — | +16% |
| 49 |  PWP |
Perella Weinberg Partners | 0.7% | $14M | trim | -27% | — | 30 · LOW | Financial | — | -15% |
| 50 |  VOYA |
Voya Financial Inc | 0.7% | $14M | hold | +6% | — | 29 · LOW | Financial | — | +21% |
| 51 |  AMP |
Ameriprise Finl Inc | 0.6% | $13M | trim | -28% | — | 29 · LOW | Financial | Financials (Equal-Weight) | +11% |
| 52 |  CWK |
Cushman And Wakefield Ltd | 0.6% | $13M | hold | +9% | — | 29 · LOW | Real Estate | — | +4% |
| 53 | FITB |
Fifth Third Bancorp | 0.6% | $12M | add | +179% | 1q | 33 · LOW | Financial | Regional Banks, Financials (Equal-Weight) | +21% |
| 54 |  BFH |
Bread Financial Holdings Inc | 0.6% | $12M | trim | -48% | — | 28 · LOW | Financial | — | +15% |
| 55 |  CAC |
Camden Natl Corp | 0.6% | $12M | hold | +0% | — | 27 · LOW | Financial | — | — |
| 56 |  MBIN |
Merchants Bancorp Ind | 0.6% | $12M | hold | +0% | — | 27 · LOW | Financial | — | +10% |
| 57 | PGR |
Progressive Corp | 0.5% | $11M | add | +46% | 3q | 42 · LOW | Financial | Insurance & Brokers, Financials (Equal-Weight) | +6% |
| 58 |  INDB |
Independent Bk Corp Mass | 0.5% | $10M | trim | -58% | — | 26 · LOW | Financial | — | +12% |
| 59 | HBAN |
Huntington Bancshares Inc | 0.5% | $10M | new | — | 1q | 31 · LOW | Financial | Regional Banks, Financials (Equal-Weight) | +18% |
| 60 |  SSB |
Southstate Bk Corp | 0.5% | $10M | hold | +0% | — | 26 · LOW | Financial | Regional Banks | +11% |
| 61 |  UBSI |
United Bankshares Inc West V | 0.5% | $10M | hold | +0% | — | 25 · LOW | Financial | — | +14% |
| 62 |  WAL |
Western Alliance Bancorp | 0.5% | $9M | hold | +0% | — | 25 · LOW | Financial | Regional Banks | +8% |
| 63 |  EQH |
Equitable Hldgs Inc | 0.4% | $9M | add | +36% | 1q | 30 · LOW | Financial | — | +13% |
| 64 |  LPLA |
Lpl Finl Hldgs Inc | 0.4% | $9M | new | — | 1q | 19 · LOW | Financial | — | +9% |
| 65 | STT |
State Str Corp | 0.4% | $9M | new | — | 1q | 19 · LOW | Financial | Financials (Equal-Weight) | +20% |
| 66 |  TFC |
Truist Finl Corp | 0.4% | $9M | trim | -46% | — | 24 · LOW | Financial | Regional Banks, Financials (Equal-Weight) | +8% |
| 67 |  PFS |
Provident Finl Svcs Inc | 0.4% | $9M | hold | +0% | — | 23 · LOW | Financial | — | +11% |
| 68 |  USCB |
Uscb Financial Holdings Inc | 0.4% | $8M | hold | -0% | — | 23 · LOW | Financial | — | — |
| 69 |  CRBG |
Corebridge Finl Inc | 0.4% | $8M | add | +374% | 1q | 28 · LOW | Financial | — | +13% |
| 70 |  HWC |
Hancock Whitney Corporation | 0.4% | $8M | trim | -48% | — | 23 · LOW | Financial | — | +21% |
| 71 |  LEN |
Lennar Corp | 0.3% | $7M | hold | -3% | — | 22 · LOW | Consumer Cyclical | Housing Chain, Consumer Discretionary (Equal-Weight) | +0% |
| 72 |  FBNC |
First Bancorp N C | 0.3% | $7M | hold | +0% | — | 22 · LOW | Financial | — | +11% |
| 73 |  PGC |
Peapack-Gladstone Finl Corp | 0.3% | $7M | new | — | 1q | 26 · LOW | Financial | — | — |
| 74 |  AUB |
Atlantic Un Bankshares Corp | 0.3% | $7M | hold | +0% | — | 21 · LOW | Financial | — | +16% |
| 75 |  SMBK |
Smartfinancial Inc | 0.3% | $7M | new | — | 1q | 16 · LOW | Financial | — | — |
| 76 |  TCBK |
Trico Bancshares | 0.3% | $7M | hold | +0% | — | 21 · LOW | Financial | — | — |
| 77 |  FLG |
Flagstar Bank National Assoc | 0.3% | $6M | hold | +0% | — | 21 · LOW | Financial | — | +12% |
| 78 |  CBZ |
Cbiz Inc | 0.3% | $5M | add | +12% | 1q | 25 · LOW | Industrials | — | +44% |
| 79 |  CARE |
Carter Bankshares Inc | 0.2% | $5M | new | — | 1q | 24 · LOW | Financial | — | — |
| 80 |  BSRR |
Sierra Bancorp | 0.2% | $5M | new | — | 1q | 14 · LOW | Financial | — | — |
| 81 |  HOMB |
Home Bancshares Inc | 0.2% | $4M | hold | +0% | — | 19 · LOW | Financial | — | +18% |
| 82 |  BANC |
Banc Of California Inc | 0.2% | $4M | hold | +0% | — | 19 · LOW | Financial | — | +13% |
| 83 |  NBN |
Northeast Bk Portland Me | 0.2% | $3M | hold | +0% | — | 18 · LOW | Financial | — | — |
| 84 |  MC |
Moelis & Co | 0.2% | $3M | new | — | 1q | 13 · LOW | Financial | — | +5% |
| 85 |  AMG |
Affiliated Managers Group | 0.2% | $3M | new | — | 1q | 23 · LOW | Financial | — | +24% |
| 86 |  SPFI |
South Plains Financial Inc | 0.1% | $3M | new | — | 1q | 12 · LOW | Financial | — | — |
| 87 |  JLL |
Jones Lang Lasalle Inc | 0.1% | $3M | trim | -30% | — | 17 · LOW | Real Estate | — | +13% |
| 88 |  BPRN |
Princeton Bancorp Inc | 0.1% | $3M | new | — | 1q | 12 · LOW | Financial | — | — |
| 89 |  BUSE |
First Busey Corp | 0.1% | $3M | hold | +0% | — | 16 · LOW | Financial | — | — |
| 90 |  MVBF |
Mvb Finl Corp | 0.1% | $3M | new | — | 1q | 11 · LOW | Financial | — | — |
| 91 |  APO |
Apollo Global Mgmt Inc | 0.1% | $3M | trim | -88% | — | 16 · LOW | Financial | Financials (Equal-Weight) | -13% |
| 92 |  MTB |
M & T Bk Corp | 0.1% | $3M | hold | +0% | — | 16 · LOW | Financial | Regional Banks, Financials (Equal-Weight) | +22% |
| 93 |  KKR |
Kkr & Co Inc | 0.1% | $2M | hold | +0% | — | 15 · LOW | Financial | Financials (Equal-Weight) | -0% |
| 94 |  C |
Citigroup Inc | 0.1% | $2M | hold | +0% | — | 15 · LOW | Financial | Financials (Equal-Weight) | +4% |
| 95 |  WSBC |
Wesbanco Inc | 0.1% | $2M | hold | +0% | — | 14 · LOW | Financial | — | +11% |
| 96 |  UWMC |
Uwm Holdings Corporation | 0.1% | $2M | trim | -75% | — | 14 · LOW | — | — | — |
| 97 |  EWBC |
East West Bancorp Inc | 0.1% | $2M | hold | +0% | — | 14 · LOW | Financial | Regional Banks | +12% |
| 98 |  HAPN |
Lendingclub Issuance Tr Ser | 0.1% | $2M | trim | -86% | — | 14 · LOW | Financial | — | — |
| 99 |  KBH |
Kb Home | 0.1% | $2M | trim | -71% | — | 13 · LOW | Consumer Cyclical | Housing Chain | +21% |
| 100 |  CHMG |
Chemung Finl Corp | 0.1% | $1M | new | — | 1q | 18 · LOW | Financial | — | — |
| 101 |  ALRS |
Alerus Finl Corp | 0.1% | $1M | hold | +0% | — | 13 · LOW | Financial | — | — |
| 102 |  BUR |
Burford Capital Limited | 0.0% | $534264 | hold | +0% | — | 2 · LOW | Financial | — | — |
| 103 |  EGBN |
Eagle Bancorporation Inc | 0.0% | $530353 | hold | +0% | — | 12 · LOW | Financial | — | +10% |
| 104 |  FG |
F&g Annuities & Life Inc | 0.0% | $507691 | hold | +0% | — | 11 · LOW | Financial | — | +9% |
| 105 |  CCS |
Century Communities Inc | 0.0% | $427137 | hold | +0% | — | 11 · LOW | Consumer Cyclical | — | +32% |
| 106 |  SBCF |
Seacoast Bkg Corp Fla | 0.0% | $193068 | hold | +0% | — | 11 · LOW | Financial | — | +12% |
| 107 |  CLST |
Catalyst Bancorp Inc | 0.0% | $186234 | hold | +0% | — | 11 · LOW | — | — | — |
Rotation detail轮动明细
this filing cycle, uncapped — adds/new and trims from the resolved book, exits from the rotation feed本申报周期，不设上限——新建/加仓与减持取自已解析持仓，清仓取自轮动数据Rotated into轮入 (33)
| BAC add |
4.3% | +22% |
| BPOP add |
2.0% | — |
| PNFP new |
1.9% | +5% |
| ONB add |
1.9% | +14% |
| RJF add |
1.4% | +9% |
| KEY add |
1.3% | +12% |
| SFNC add |
1.3% | +10% |
| SYF add |
1.2% | +2% |
| LAZ add |
1.2% | -1% |
| BANR add |
1.2% | +12% |
| BOH add |
1.1% | +11% |
| ALLY add |
1.1% | +8% |
| HFWA add |
0.9% | +17% |
| OBK add |
0.8% | — |
| CBSH new |
0.7% | +16% |
| FITB add |
0.6% | +21% |
| PGR add |
0.5% | +6% |
| HBAN new |
0.5% | +18% |
| EQH add |
0.4% | +13% |
| LPLA new |
0.4% | +9% |
| STT new |
0.4% | +20% |
| CRBG add |
0.4% | +13% |
| PGC new |
0.3% | — |
| SMBK new |
0.3% | — |
| CBZ add |
0.3% | +44% |
| CARE new |
0.2% | — |
| BSRR new |
0.2% | — |
| MC new |
0.2% | +5% |
| AMG new |
0.2% | +24% |
| SPFI new |
0.1% | — |
| BPRN new |
0.1% | — |
| MVBF new |
0.1% | — |
| CHMG new |
0.1% | — |
Rotated out of轮出 (36)
| WBS trim |
-18% | +5% |
| USB trim |
-18% | +18% |
| RKT trim |
-29% | — |
| SCHW trim |
-23% | +12% |
| PFSI trim |
-16% | — |
| TOL trim |
-13% | +16% |
| FNB trim |
-11% | +10% |
| PNC trim |
-29% | +17% |
| KRE trim |
-52% | +13% |
| VCTR trim |
-27% | +15% |
| WFC trim |
-45% | +17% |
| BLK trim |
-20% | -2% |
| MDY trim |
-48% | — |
| EBC trim |
-23% | +8% |
| VLY trim |
-29% | +14% |
| PWP trim |
-27% | -15% |
| AMP trim |
-28% | +11% |
| BFH trim |
-48% | +15% |
| INDB trim |
-58% | +12% |
| TFC trim |
-46% | +8% |
| HWC trim |
-48% | +21% |
| JLL trim |
-30% | +13% |
| APO trim |
-88% | -13% |
| UWMC trim |
-75% | — |
| HAPN trim |
-86% | — |
| KBH trim |
-71% | +21% |
 BKU exit |
-100% | +6% |
 CBU exit |
-100% | +10% |
 COLB exit |
-100% | +15% |
 EVR exit |
-100% | -0% |
 FBK exit |
-100% | +16% |
 FHN exit |
-100% | +8% |
 NBHC exit |
-100% | +13% |
 QNST exit |
-100% | +51% |
 RF exit |
-100% | +17% |
 RSP exit |
-100% | +5% |
Trade log交易记录
last 40 graded trades, filing-date anchored, newest first — variable hold vs SPY最近40笔已评分交易，以申报日为锚，最新在前——持有期不定，相对SPYNo graded trades available for this fund.该基金暂无已评分交易。
Caveats注意事项 —
13F = quarterly, ~45-day lag, long-only US listed ≥$100M. No shorts, no cash, no non-US positions. This desk is context — ownership is never a directional signal here.13F = 季度披露，约45天滞后，仅含美股多头且持仓≥1亿美元。不含空头、现金或非美股仓位。本台仅为背景参考——持仓数据在此永远不是方向性信号。
Grades and reliability are descriptive ranks within a curated survivor cohort — they measure what filings did after their filing dates, not a manager-selection edge. Conviction and core-lean reads are descriptive composites earning a forward record via the pre-registered ledger (L5); sector/theme classification applies the current map to history.评级与可靠性为精选幸存者队列中的描述性排名——衡量申报日之后持仓的表现，而非经理选择能力。信念分与核心倾向为描述性综合指标，通过预注册账本（L5）积累前瞻记录；行业/主题分类将当前映射应用于历史。