Portfolio changes · featured 13Fs

Activity

Moves in SFM across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

SFM · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
SFM	Add	Rule One Partners	−13.52%	+0.9% sh	Q1→Q2
SFM	Add	Mairs & Power	+0.12%	+54.6% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home