Smart Money · 13F filings

Portfolios

One manager at a time: how the portfolio is allocated across sectors, what changed against the previous quarter, and which positions carry the weight. Every panel links to the original filing on SEC EDGAR.

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sorted by declared equity value

Portfolio detail

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BackFlows The rotation wheel and the aggregate sector move across all managers. NextCoverage Filing status by manager, exclusions and the share of value classified. MethodHow a filing becomes a chart Discovery, extraction, the integrity check against the SEC cover page, and classification.