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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 20, 2024 | Vltava Fund | 0.0% | 0.0% | CE, LH, LMT | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Ariel Focus Fund | -1.2% | 13.5% | GNRC, Gold, GS, LMT, MHK, REZI, SLB, SNA | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Avenir Corporation | - | - | AMT, AMZN, DBRG, LMT, MSFT, ORLY | - | View | ||
| 2023 Q2 | Dec 7, 2023 | Qualivian Investment Partners | 2.4% | 15.3% | CPRT, DHR, HSY, LMT, META, MSFT, POOL, UHAL | - | View | ||
| 2025 Q3 | Nov 16, 2025 | Matrix Dividend Income | - | - | ACN, LMT, STZ | dividends, income, Quality, stability, valuation | The letter emphasizes the durability and growth of dividend income as a core investment theme, highlighting consistent dividend increases across the portfolio and strong free-cash-flow support. Management argues that high-quality dividend payers are poised to benefit from declining short-term rates and shifting market sentiment toward stability amid slowing economic growth. With attractive valuations and resilient earnings profiles, dividend-oriented equities remain well-positioned for defensive outperformance. | LMT STZ ACN |
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| 2022 Q3 | Oct 10, 2022 | Vltava Fund | 0.0% | 0.0% | ATD CN, BMW GR, BRK, CVS, JPM, LMT, Nikkei 225MKL | - | View | ||
| 2025 Q4 | Jan 30, 2026 | Matrix Dividend Income | 0.0% | 0.0% | ACN, LMT, META, TXN | AI, consumer, dividends, Fed, financials, rates, technology, value | Artificial Intelligence was the most important investment theme in 2025 and is expected to be a powerful force in the real economy for years to come. AI is a tool with the potential to significantly increase economic productivity, but comes with high costs for employees being laid off and entry level workers finding it difficult to land jobs as their skills are automated. The Dividend Income portfolio's companies increased dividends by an average of 5.8% in 2025, with holdings having raised dividends for an average of 17.5 years. Lower short-term money market rates following Fed cuts should renew market interest in dividend paying stocks, providing an additional tailwind for the portfolio. After more than a decade of Growth stocks vastly outperforming Value, Matrix expects Value will be in a period of favorable relative and absolute returns. They expect rotation from Large Cap Growth stocks with highest market valuations to stocks and sectors with more reasonable valuations that can show consistent earnings. The Federal Reserve cut interest rates three times in 2025 and is expected to cut at least twice more in 2026. Matrix remains cautious on intermediate and long-term bonds due to questions about Fed independence and potential for renewed inflationary pressure, focusing on shorter-term maturities. | FISV TXN |
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| 2025 Q4 | Jan 30, 2026 | Matrix Large Cap Value Strategy | 0.0% | 0.0% | ACN, FI, GNRC, LMT, META, TXN | AI, dividends, Fed, financials, rates, technology, value | Artificial Intelligence was the most important investment theme in 2025 and is expected to be a powerful force in the real economy for years to come. AI is a tool with the potential to significantly increase economic productivity, but comes with high costs for employees being laid off and entry level workers finding it difficult to land jobs as their skills are automated. After more than a decade of Growth stocks vastly outperforming Value, Matrix expects Value will be in a period of favorable relative and absolute returns. They expect a rotation from Large Cap Growth stocks with the highest market valuations to stocks and sectors with more reasonable valuations that can show consistent earnings. Matrix expects high quality Value and Dividend stocks to perform well in an environment where investors are seeking to replace income lost due to declining short-term interest rates. Lower short term money market rates following additional Fed Fund cuts should renew the market's interest in dividend paying stocks. | View | |
| 2025 Q4 | Jan 30, 2026 | Unison Asset Management | 0.0% | 0.0% | AAPL, AMAT, AXP, BAC, BRK-B, CDW, DE, ELV, GOOGL, JPM, LMT, META, NOC, NU, NVDA, ONON, TSLA, TSM, UNH, WFC | AI, Cloud, Long Term, semiconductors, technology, value | AI continues to assert itself across markets and the real economy in ways that demand to be addressed. The race is for AGI, with wealth accruing to whoever reaches it first. Big Tech's AI spending accounts for roughly 90% of corporate capex and contributes an estimated half of total U.S. GDP growth in 2025. TSMC represents a durable bottleneck in the infrastructure layer—the point of least slack in the global silicon supply chain. All roads lead to TSMC, with approximately 67% share of global foundry revenue and roughly 90% share of leading-edge nodes. Alphabet's cloud business made meaningful progress with revenue expected to reach approximately $57 billion (+32% YoY), while operating profit is projected to nearly double. Revenue backlog is growing faster than reported revenue, underscoring the persistent supply-demand imbalance. By designing proprietary silicon and committing to capital outlays for data centers on a financial scale attainable by only a handful of nation-states, these firms have constructed a physical moat that is, for all practical purposes, unreplicable. On Holding represents a play on the growing scarcity of the real. As digital marketing becomes commoditized and AI floods the world with generic content, value migrates toward physical community and technical prestige. On is selling membership in a curated, physical ecosystem that AI cannot replicate. | AMRZ HOLN SW NU ONON BRK.B TSM GOOGL |
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| 2025 Q4 | Jan 18, 2026 | Titan Wealth | - | - | ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE | AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology | AI is described as not just a sector theme but a foundation for broad economic transformation that will reshape how businesses operate, products are developed, and services are delivered. The technological momentum is reflected in market behavior with strong equity gains driven by optimism about ongoing earnings growth and innovation-driven expansion. Semiconductor companies benefited from AI spending throughout 2025, with specific mentions of AMD benefiting from OpenAI's compute and chip commitments, and Micron Technology providing exposure to high-bandwidth memory as a bottleneck in chip development. Defense positioning includes exposure to missiles, air defense and space through companies like Lockheed Martin, supported by large order backlogs providing strong long-term visibility amid heightened geopolitical tensions. Gold exposure through miners like AngloGold Ashanti and Agnico Eagle Mines contributed meaningfully to returns as stronger precious metal prices translated into higher cash generation for miners, with positioning for sustained tensions around currency debasement. Energy transition themes are reflected through infrastructure investments and companies positioned for the global push toward renewable energy, including exposure to energy services and LNG infrastructure where long-term dynamics look positive. Cryptocurrency exposure through Coinbase reflects positioning for financial deregulation and disintermediation, with stablecoins expected to become a preferred transfer mechanism following regulatory developments like the GENIUS Act passage. | View | |
| 2025 Q4 | Jan 14, 2026 | Emerald Wealth Partners – Focused Equity Strategy | 2.1% | 13.2% | 1179.HK, 8035.T, AHT.L, AMAT, AMZN, ASML, AVGO, BLK, CB, CSU.TO, DE, DEO, GOOGL, LMT, LSEG.L, MSFT, NOW, ORCL, SHEL, TMO | AI, China, Quality, semiconductors, technology, Trade Policy, value | AI dominated 2025 with massive data center investment announcements including OpenAI's $300 billion commitment and Meta's five-gigawatt Hyperion data center. The manager sees AI driving demand for semiconductor tools and custom chips, positioning companies like Applied Materials, ASML, and Broadcom to benefit from the infrastructure buildout. Semiconductor companies were top performers with Applied Materials up 59.6% and ASML up 55.8%. The manager emphasizes the bright prospects for chip design tools given silicon requirements for AI deployment, while also initiating Broadcom for its custom chip capabilities serving cloud hyperscalers. Trump announced the highest tariffs since the 1930s, with effective rates settling around 17% after negotiations. This triggered initial market corrections but companies adapted by flexing supply chains, with macroeconomic consequences remaining benign on inflation and GDP fronts. China had a strong year with the Hang Seng up 32% as investors warmed to signals that regulatory tightening was over. Chinese tech companies demonstrated ability to deploy AI efficiently at lower costs despite GPU restrictions, while valuations became attractive after years of consolidation. The manager focuses on high-quality compounders trading at discounts after being left out of the AI rally. They target companies generating strong free cash flow with high ROIC that can redeploy capital effectively, finding opportunities in unloved sectors and geographies like Swiss stocks at multi-year valuation lows. | View | |
| 2024 Q3 | Sep 30, 2024 | Ariel Focus Fund | 10.6% | 0.0% | APA, BIO, CLB, LMT, MHK, MOS, ORCL, WU | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Alluvium Global Fund | 0.0% | 0.0% | 005930 KS, AEM, AN, CPRI, GOOG, HCA, LBRDA, LMT, LNR CN, MCK, RRL AU, UMG NA, V | - | View | ||
| 2023 Q3 | Sep 30, 2023 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADYEN, BKNG, BX, EQIX, FIVN, GOOG, ILMN, INTU, LLY, LMT, MCD, NFLX, PEP, SBUX, UBER | - | View | ||
| 2023 Q3 | Sep 30, 2023 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AAPL, ADYEN, BKNG, BX, EQIX, GOOG, ILMN, LLY, LMT, MCD, PEP, SBUX | - | View | ||
| 2024 Q4 | Jan 31, 2025 | Alluvium Global Fund | - | - | CHTR, CPRI, DKS, GOOG, GPI, HCA, HRB, LBRDA, LMT, LYB, MA, MCK, RYAAY, V | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Lockheed Martin Corporation | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Charges, Defense, dividend, recovery | View Pitch | |
| Nov 27, 2025 | Seeking Alpha | Seeking Alpha | Lockheed Martin Corporation | Aerospace & Defense | Bear | Aerospace & Defense, backlog growth, capital deployment, gross margin decline, Industry Competition, Lockheed Martin, profitability issues, Q3 2025 earnings, return on invested capital, Valuation premium | View Pitch | ||
| Nov 6, 2025 | Seeking Alpha | Seeking Alpha | Lockheed Martin Corporation | Aerospace & Defense | Bull | Aerospace & Defense, Book-to-Bill Ratio, EBITDA, F-35 Lightning II, Free Cash Flow, Lockheed Martin, missile systems, operational efficiency, Operational Maturity, valuation | View Pitch | ||
| Oct 14, 2025 | Value Investors Club | buggs1815 | Lockheed Martin Corp. | Industrials | Aerospace & Defense | Bull | NYSE | F-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend | View Pitch |
| Oct 6, 2025 | Value Investors Club | buggs1815 | Lockheed Martin Corp. | Industrials | Aerospace & Defense | Bull | NYSE | F-35 sustainment, NATO spend, restocking, hypersonics, Space Force, missile defense, valuation, dividend | View Pitch |
| Sep 1, 2025 | Substack | Scalpavelli | Lockheed Martin | Industrials | Aerospace & Defense | Bull | aerospace and defense, aircraft upgrades, F-35 program, future potential, Lockheed Martin, market re-rating, missile systems, modular design, national security, valuation | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Leo Nelissen | Lockheed Martin | Other | - | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | YR Research | Lockheed Martin | Industrials | Aerospace & Defense | Bear | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | APAC Investment News | Lockheed Martin Corporation | Industrials | Aerospace & Defense | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Eliana Scialabba | Lockheed Martin | Industrials | Aerospace & Defense | Bull | NYSE | — | 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. | ||||||||