A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Weight | Δ Wt |
|---|---|---|---|
| 1 | MSFT | 3.198% | +0.011% |
| 2 | MU | 3.063% | +0.010% |
| 3 | META | 3.000% | +0.010% |
| 4 | AMZN | 2.849% | +0.010% |
| 5 | JPM | 2.715% | +0.010% |
| 6 | AAPL | 2.605% | +0.001% |
| 7 | XOM | 2.407% | +0.008% |
| 8 | COST | 2.214% | +0.007% |
| 9 | LLY | 2.047% | +0.009% |
| 10 | VZ | 1.695% | +0.006% |
| 11 | UNP | 1.563% | +0.005% |
| 12 | MS | 1.533% | +0.005% |
| 13 | CAT | 1.514% | -0.003% |
| 14 | WFC | 1.405% | +0.005% |
| 15 | GS | 1.220% | -0.010% |
| 16 | COP | 1.204% | +0.004% |
| 17 | DE | 1.175% | +0.004% |
| 18 | TJX | 1.159% | +0.004% |
| 19 | AXP | 1.152% | +0.004% |
| 20 | PGR | 1.136% | +0.004% |