| Quarter | Score |
|---|---|
| 2013-Q2 | 51.1 |
| 2013-Q3 | 48.8 |
| 2013-Q4 | 51.9 |
| 2014-Q1 | 50.3 |
| 2014-Q2 | 49.9 |
| 2014-Q3 | 50.5 |
| 2018-Q1 | 49.8 |
| 2018-Q2 | 51.4 |
| 2018-Q3 | 50.2 |
| 2019-Q2 | 49.3 |
| 2021-Q4 | 46.1 |
| 2022-Q1 | 52.1 |
| 2022-Q3 | 66.3 |
| 2022-Q4 | 50.0 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 42.4 |
| 2023-Q3 | 48.7 |
| 2023-Q4 | 36.6 |
| 2024-Q1 | 49.4 |
| 2024-Q2 | 42.9 |
| 2024-Q3 | 56.1 |
| 2024-Q4 | 68.5 |
| 2025-Q1 | 59.0 |
| 2025-Q2 | 65.6 |
| 2025-Q3 | 72.1 |
| 2025-Q4 | 71.8 |
| 2026-Q1 | 51.3 |
| 2026-Q2 | 65.3 |
Solid consensus with smart money net adding at reasonable prices
Trading +13.3% above funds' estimated purchase price
1 of 16 tracked funds hold M. Avg conviction: 0.1%. Net adding. First tracked at $18.09 (current +13.3% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 0.1% | Add |