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 | 4.617% | +0.397% |
| 2 | PFE | 4.595% | +0.396% |
| 3 | C | 4.387% | +0.378% |
| 4 | MS | 4.301% | +0.370% |
| 5 | JPM | 4.251% | +0.366% |
| 6 | GS | 4.109% | +0.354% |
| 7 | AXP | 4.083% | +0.351% |
| 8 | BLK | 3.904% | +0.336% |
| 9 | SPGI | 3.391% | +0.292% |
| 10 | BNY | 3.341% | +0.288% |
| 11 | BX | 2.911% | +0.251% |
| 12 | BMY | 2.545% | +0.219% |
| 13 | MRSH | 2.493% | +0.215% |
| 14 | TRV | 2.234% | +0.192% |
| 15 | DDOG | 2.223% | +0.191% |
| 16 | KKR | 2.140% | +0.184% |
| 17 | MCO | 2.119% | +0.182% |
| 18 | WBD | 1.967% | +0.169% |
| 19 | CL | 1.955% | +0.168% |
| 20 | APO | 1.785% | +0.154% |