None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Weight | ฮ Wt |
|---|---|---|---|
| 1 | VZ | 4.849% | +0.186% |
| 2 | PFE | 4.782% | +0.184% |
| 3 | C | 4.610% | +0.177% |
| 4 | MS | 4.441% | +0.171% |
| 5 | JPM | 4.430% | +0.170% |
| 6 | GS | 4.259% | +0.164% |
| 7 | AXP | 4.255% | +0.163% |
| 8 | BLK | 4.046% | +0.155% |
| 9 | BNY | 3.495% | +0.134% |
| 10 | SPGI | 3.479% | +0.134% |
| 11 | BX | 2.958% | +0.114% |
| 12 | MRSH | 2.613% | +0.100% |
| 13 | TRV | 2.348% | +0.090% |
| 14 | DDOG | 2.288% | +0.088% |
| 15 | MCO | 2.182% | +0.084% |
| 16 | KKR | 2.168% | +0.083% |
| 17 | WBD | 2.078% | +0.080% |
| 18 | CL | 2.041% | +0.078% |
| 19 | APO | 1.823% | +0.070% |
| 20 | MET | 1.605% | +0.062% |