Browse · 16 public funds

A long read, not a screener.

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№ 01Long-only

Northwind Compounders

Sarah Chen · since Nov '25 · 0 followers · 1mo ago

"Long-only · Concentrated"

Top holdings · 6 positions
COST19.3%
BRK.B16.1%
GOOGL16.0%
YTD-0.6%
№ 02Quality

Compounders Abroad

Priya Iyer · since Nov '25 · 0 followers · 6mo ago

"International · Quality"

Top holdings · 5 positions
VEA28.0%
ASML23.7%
TSM21.8%
YTD+21.7%
№ 03Industrials

Ironclad Industrials

Rafael Gómez · since Nov '25 · 0 followers · 1mo ago

"Industrials · Concentrated"

Top holdings · 5 positions
DE20.9%
UNP19.4%
ETN17.4%
YTD+24.9%
№ 04Income

Tortoise Dividend Income

Linnea Park · since Nov '25 · 0 followers · 6mo ago

"Income · Dividend"

Top holdings · 6 positions
JNJ19.4%
VZ16.7%
KO16.5%
YTD+9.0%
№ 05Small-cap

Magnolia Value

Aria Chen · since Nov '25 · 0 followers · 6mo ago

"Small-cap · Value"

Top holdings · 4 positions
IJR28.4%
VBR23.8%
AAON21.2%
YTD+21.3%
№ 06Tech

Helix Biotech

Devon Ortiz · since Nov '25 · 0 followers · 1mo ago

"Biotech · Thematic"

Top holdings · 5 positions
VRTX22.6%
AMGN19.4%
IBB18.2%
YTD-1.8%
№ 07Energy

Meridian Energy

Marcus Adeyemi · since Nov '25 · 0 followers · 1mo ago

"Energy · Materials"

Top holdings · 5 positions
CVX22.5%
XOM20.2%
EOG19.8%
YTD+24.8%