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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 11, 2025 | Bramshill Income Performance Fund | - | 5.0% | AGNC, ARCC, ARLP, B, BXSL, CAPL, CQP, DLR, EPD, ET, GLP, HESM, IRM, JFR, NEM, PAXS, TSLX, TXO, VNOM, WMB | BDCs, dividends, energy, income, MLPs, Pass-through, REITs, Yield | Major concentration in domestic energy production including oil and gas producers, with focus on midstream energy infrastructure benefiting from high throughput and profitability due to difficulty in building new transmission facilities. | View | |
| 2024 Q1 | May 15, 2024 | Appleseed Fund | 0.0% | 0.0% | AER, AGNC, ARDX, BEI.TO, CCJ, CF, DG, EVR, GNK, HLF, HUM, ITRN, MOS, RHHBY, SFM, VFC, WCC | Defensive, gold, healthcare, inflation, value | Gold has risen 20% over six months to new all-time highs driven by monetary debasement, emerging market demand especially from China, central bank purchases exceeding 1,000 tonnes annually, and physical gold flows shifting from West to East. The fund expects gold to outperform the S&P 500 over the next decade. | AGNC HUM |
View |
| 2025 Q3 | Nov 17, 2025 | Appleseed Fund | - | - | AER, AGNC, CAG, CC, CCJ, CCNE, DEA, DSX, EL, GXO, LULU, NICE, RHHBY, SONY, SSNC, STAN.L, SWK, TWO, WCC, WMMVY | commodities, Dollar, global, gold, inflation, value | Gold has risen 60% year-to-date with the price touching $4,250/ounce. The fund expects continued outperformance through the balance of this decade driven by foreign central bank purchases, persistent inflation, declining U.S. relative power, and gold's role as a neutral reserve asset. Physical gold stores in the West are declining while debt-to-GDP ratios worldwide have never been higher. | View | |
| 2024 Q3 | Nov 13, 2024 | Appleseed Fund | 0.0% | 0.0% | AER, AGNC, ARDX, CCJ, CF, DG, DLTR, DSX, EL, GRVY, HLF, HUM, MOS, MRC, MSFT, NVDA, SFM, SNV, SRUUF, WLFC | commodities, defensives, energy, inflation, Mining, nuclear, uranium, value | The fund sees a structural supply deficit in uranium markets driven by dramatically increasing demand from nuclear energy expansion while supply growth remains inadequate. Uranium prices have increased significantly over the past 5 years but the bull market is still in early innings due to persistent supply shortfalls. | SRUUF CCJ |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 4, 2026 | Seeking Alpha | Seeking Alpha | AGNC Investment Corp. | Real Estate | Mortgage REIT | Bull | NASDAQ Stock Market | AGNC Investment Corp., asset yield, cash flow, dividend, earnings, Federal Reserve, Income Strategy, Mortgage REIT, net interest spread, Portfolio Management | View Pitch |
| Apr 30, 2026 | Seeking Alpha | Seeking Alpha | AGNC Investment Corp. | Real Estate Investment Trusts (REITs) | Mortgage REITs | Bull | Nasdaq Stock Market | agency MBS, AGNC Investment Corp., Book Value, dividend yield, government guarantees, income-oriented investors, interest rate spread, leverage, Mortgage REIT, Predictable Cash Flow | View Pitch |
| Apr 13, 2026 | Fund Letters | Appleseed Fund | AGNC Investment Corp. | Real Estate | Mortgage REITs | Bull | NASDAQ | agency RMBS, discount to book value, fixed income, high dividend yield, Mortgage Securities, REIT, Spread Normalization | View Pitch |
| Feb 18, 2026 | Seeking Alpha | Seeking Alpha | AGNC Investment Corp. | Real Estate Investment Trusts (REITs) | Mortgage REITs | Bull | NASDAQ Stock Market | agency mortgage-backed securities, book value premium, Credit risk, dividend yield, high leverage, income-focused investors, interest rate reduction, monetary policy easing, mortgage spreads, portfolio stability | View Pitch |
| Oct 5, 2025 | Seeking Alpha | Seeking Alpha | AGNC Investment Corp. | REIT - Mortgage | Bull | agency MBS, cash flow, dividend yield, equity issuance, Federal Reserve, hedging strategy, interest rate cuts, interest rate swaps, mortgage-backed securities, repo borrowing | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Steven Fiorillo | AGNC Investment Corp. | Real Estate | REIT - Mortgage | Bull | NasdaqGS | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Trapping Value | AGNC Investment Corp. | Real Estate | REIT - Mortgage | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Steven Fiorillo | AGNC Investment Corp. | Other | - | Bull | NasdaqGS | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Pearl Gray Equity and Research | AGNC Investment Corp. | Real Estate | REIT - Mortgage | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||