None of the 29 investors followed here reported a position in LCDS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a LCDS trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.9 | -1.2 | -4.9 | 10.0 | 4.7 | -1.4 | 1.6 | 2.2 | -0.5 | 1.4 | +14.0% | ||
| 2025 | 1.2 | -1.0 | -4.7 | -2.2 | 6.4 | 5.3 | 2.1 | 1.7 | 3.3 | 2.4 | 0.1 | 0.3 | +15.2% |
| 2024 | 2.1 | -0.4 | 3.5 | -0.6 | +4.6% |
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund’s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.
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