{
  "equalTable": "Asset\tHeld by\tAvg holder\tGroup\tYou\tGap\tConviction\tAdd / trim\tNew / exit\tRelationship\nAAPL\t1 of 2\t22.0%\t11.0%\t49.2%\t+38.2 pp\t11.0%\t0\u00a0/ 0\t0\u00a0/ 0\tcrowded\nAXP\t1 of 2\t17.1%\t8.6%\t0.0%\t\u22128.6 pp\t8.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nUBER\t1 of 2\t12.7%\t6.4%\t0.0%\t\u22126.4 pp\t6.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nBN\t1 of 2\t12.6%\t6.3%\t0.0%\t\u22126.3 pp\t6.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMSFT\t1 of 2\t11.9%\t5.9%\t0.0%\t\u22125.9 pp\t5.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nKO\t1 of 2\t10.9%\t5.4%\t0.0%\t\u22125.4 pp\t5.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nAMZN\t1 of 2\t10.5%\t5.2%\t0.0%\t\u22125.2 pp\t5.2%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nHHH\t1 of 2\t10.2%\t5.1%\t0.0%\t\u22125.1 pp\t5.1%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nQSR\t1 of 2\t9.6%\t4.8%\t0.0%\t\u22124.8 pp\t4.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nGOOGL\t1 of 2\t9.4%\t4.7%\t0.0%\t\u22124.7 pp\t4.7%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nMETA\t1 of 2\t9.2%\t4.6%\t0.0%\t\u22124.6 pp\t4.6%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nBAC\t1 of 2\t9.2%\t4.6%\t0.0%\t\u22124.6 pp\t4.6%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nV\t1 of 2\t5.8%\t2.9%\t0.0%\t\u22122.9 pp\t2.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMA\t1 of 2\t5.6%\t2.8%\t0.0%\t\u22122.8 pp\t2.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nSPGI\t1 of 2\t5.4%\t2.7%\t0.0%\t\u22122.7 pp\t2.7%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nNFLX\t1 of 2\t4.8%\t2.4%\t0.0%\t\u22122.4 pp\t2.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nCVX\t1 of 2\t4.7%\t2.3%\t0.0%\t\u22122.3 pp\t2.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nOXY\t1 of 2\t4.3%\t2.2%\t0.0%\t\u22122.2 pp\t2.2%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nCHUBB LIMITED\t1 of 2\t3.9%\t1.9%\t0.0%\t\u22121.9 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nMCO\t1 of 2\t3.7%\t1.9%\t0.0%\t\u22121.9 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nGOOG\t1 of 2\t3.2%\t1.6%\t50.8%\t+49.2 pp\t1.6%\t1\u00a0/ 0\t0\u00a0/ 0\tcrowded\nKHC\t1 of 2\t2.6%\t1.3%\t0.0%\t\u22121.3 pp\t1.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nDVA\t1 of 2\t2.1%\t1.1%\t0.0%\t\u22121.1 pp\t1.1%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nDAL\t1 of 2\t1.8%\t0.9%\t0.0%\t\u22120.9 pp\t0.9%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nSIRI\t1 of 2\t1.2%\t0.6%\t0.0%\t\u22120.6 pp\t0.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nPSUS\t1 of 2\t0.8%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nVRSN\t1 of 2\t0.8%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nKR\t1 of 2\t0.7%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nSEG\t1 of 2\t0.7%\t0.3%\t0.0%\t\u22120.3 pp\t0.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot",
  "aumTable": "Asset\tHeld by\tAvg holder\tGroup\tYou\tGap\tConviction\tAdd / trim\tNew / exit\tRelationship\nAAPL\t1 of 2\t22.0%\t20.7%\t49.2%\t+28.5 pp\t11.0%\t0\u00a0/ 0\t0\u00a0/ 0\tcrowded\nAXP\t1 of 2\t17.1%\t16.1%\t0.0%\t\u221216.1 pp\t8.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nKO\t1 of 2\t10.9%\t10.2%\t0.0%\t\u221210.2 pp\t5.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nGOOGL\t1 of 2\t9.4%\t8.8%\t0.0%\t\u22128.8 pp\t4.7%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nBAC\t1 of 2\t9.2%\t8.6%\t0.0%\t\u22128.6 pp\t4.6%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nCVX\t1 of 2\t4.7%\t4.4%\t0.0%\t\u22124.4 pp\t2.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nOXY\t1 of 2\t4.3%\t4.0%\t0.0%\t\u22124.0 pp\t2.2%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nCHUBB LIMITED\t1 of 2\t3.9%\t3.7%\t0.0%\t\u22123.7 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nMCO\t1 of 2\t3.7%\t3.5%\t0.0%\t\u22123.5 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nGOOG\t1 of 2\t3.2%\t3.0%\t50.8%\t+47.8 pp\t1.6%\t1\u00a0/ 0\t0\u00a0/ 0\tcrowded\nKHC\t1 of 2\t2.6%\t2.4%\t0.0%\t\u22122.4 pp\t1.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nDVA\t1 of 2\t2.1%\t2.0%\t0.0%\t\u22122.0 pp\t1.1%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nDAL\t1 of 2\t1.8%\t1.7%\t0.0%\t\u22121.7 pp\t0.9%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nSIRI\t1 of 2\t1.2%\t1.2%\t0.0%\t\u22121.2 pp\t0.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nUBER\t1 of 2\t12.7%\t0.8%\t0.0%\t\u22120.8 pp\t6.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nBN\t1 of 2\t12.6%\t0.8%\t0.0%\t\u22120.8 pp\t6.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMSFT\t1 of 2\t11.9%\t0.7%\t0.0%\t\u22120.7 pp\t5.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nVRSN\t1 of 2\t0.8%\t0.7%\t0.0%\t\u22120.7 pp\t0.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nKR\t1 of 2\t0.7%\t0.7%\t0.0%\t\u22120.7 pp\t0.4%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nAMZN\t1 of 2\t10.5%\t0.6%\t0.0%\t\u22120.6 pp\t5.2%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nHHH\t1 of 2\t10.2%\t0.6%\t0.0%\t\u22120.6 pp\t5.1%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nQSR\t1 of 2\t9.6%\t0.6%\t0.0%\t\u22120.6 pp\t4.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMETA\t1 of 2\t9.2%\t0.6%\t0.0%\t\u22120.6 pp\t4.6%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nV\t1 of 2\t5.8%\t0.4%\t0.0%\t\u22120.4 pp\t2.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMA\t1 of 2\t5.6%\t0.3%\t0.0%\t\u22120.3 pp\t2.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nSPGI\t1 of 2\t5.4%\t0.3%\t0.0%\t\u22120.3 pp\t2.7%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nNFLX\t1 of 2\t4.8%\t0.3%\t0.0%\t\u22120.3 pp\t2.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nPSUS\t1 of 2\t0.8%\t0.0%\t0.0%\t0.0 pp\t0.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nSEG\t1 of 2\t0.7%\t0.0%\t0.0%\t0.0 pp\t0.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot",
  "visibleText": "Followed Super Investors \u00b7 Group portfolio\nRefresh group\n\u2715\nWeighting \nEqual per member\nBy filed equity AUM\nGroup: ready\nYour comparison: ready\n\nSEC 13F: US-listed long equities and ADRs only; up to 45 days delayed; no cash or shorts. Options excluded. Flows estimate share changes at quarter-end prices, not execution proceeds. Latest common quarter among available followed funds. Allocation uses cached classification only; unavailable metadata remains unclassified and coverage is shown per dimension. Positions below 0.5% of each fund\u2019s full filed equity value are omitted without rescaling retained weights. Holder counts and history apply that cutoff; absence can mean a small holding, not no ownership or a sale. Flow actions use full filings for positions meeting the cutoff in either quarter.\n\nPositions below 0.5% of each fund\u2019s filed equity are omitted: 14 fund positions \u00b7 1.2% of group weight. Remaining weights are not rescaled.\n\n2 of 2 members with readable holdings \u00b7 0 unavailable \u00b7 2 with comparable periods\n\nTop 10 share\n63.5%\nEffective invested names\n18.2\nConsensus names\n29\nConsensus \u00b7 you vs the room\nShow \nAll holdings\nCrowded \u00b7 you and at least half\nBlind spots \u00b7 they hold, you don\u2019t\nNo qualifying group position \u00b7 you hold\nAsset\tHeld by\tAvg holder\tGroup\tYou\tGap\tConviction\tAdd / trim\tNew / exit\tRelationship\nAAPL\t1 of 2\t22.0%\t11.0%\t49.2%\t+38.2 pp\t11.0%\t0\u00a0/ 0\t0\u00a0/ 0\tcrowded\nAXP\t1 of 2\t17.1%\t8.6%\t0.0%\t\u22128.6 pp\t8.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nUBER\t1 of 2\t12.7%\t6.4%\t0.0%\t\u22126.4 pp\t6.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nBN\t1 of 2\t12.6%\t6.3%\t0.0%\t\u22126.3 pp\t6.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMSFT\t1 of 2\t11.9%\t5.9%\t0.0%\t\u22125.9 pp\t5.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nKO\t1 of 2\t10.9%\t5.4%\t0.0%\t\u22125.4 pp\t5.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nAMZN\t1 of 2\t10.5%\t5.2%\t0.0%\t\u22125.2 pp\t5.2%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nHHH\t1 of 2\t10.2%\t5.1%\t0.0%\t\u22125.1 pp\t5.1%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nQSR\t1 of 2\t9.6%\t4.8%\t0.0%\t\u22124.8 pp\t4.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nGOOGL\t1 of 2\t9.4%\t4.7%\t0.0%\t\u22124.7 pp\t4.7%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nMETA\t1 of 2\t9.2%\t4.6%\t0.0%\t\u22124.6 pp\t4.6%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nBAC\t1 of 2\t9.2%\t4.6%\t0.0%\t\u22124.6 pp\t4.6%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nV\t1 of 2\t5.8%\t2.9%\t0.0%\t\u22122.9 pp\t2.9%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nMA\t1 of 2\t5.6%\t2.8%\t0.0%\t\u22122.8 pp\t2.8%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nSPGI\t1 of 2\t5.4%\t2.7%\t0.0%\t\u22122.7 pp\t2.7%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nNFLX\t1 of 2\t4.8%\t2.4%\t0.0%\t\u22122.4 pp\t2.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nCVX\t1 of 2\t4.7%\t2.3%\t0.0%\t\u22122.3 pp\t2.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nOXY\t1 of 2\t4.3%\t2.2%\t0.0%\t\u22122.2 pp\t2.2%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nCHUBB LIMITED\t1 of 2\t3.9%\t1.9%\t0.0%\t\u22121.9 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nMCO\t1 of 2\t3.7%\t1.9%\t0.0%\t\u22121.9 pp\t1.9%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nGOOG\t1 of 2\t3.2%\t1.6%\t50.8%\t+49.2 pp\t1.6%\t1\u00a0/ 0\t0\u00a0/ 0\tcrowded\nKHC\t1 of 2\t2.6%\t1.3%\t0.0%\t\u22121.3 pp\t1.3%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nDVA\t1 of 2\t2.1%\t1.1%\t0.0%\t\u22121.1 pp\t1.1%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nDAL\t1 of 2\t1.8%\t0.9%\t0.0%\t\u22120.9 pp\t0.9%\t1\u00a0/ 0\t0\u00a0/ 0\tblind spot\nSIRI\t1 of 2\t1.2%\t0.6%\t0.0%\t\u22120.6 pp\t0.6%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nPSUS\t1 of 2\t0.8%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\nVRSN\t1 of 2\t0.8%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t0\u00a0/ 0\t0\u00a0/ 0\tblind spot\nKR\t1 of 2\t0.7%\t0.4%\t0.0%\t\u22120.4 pp\t0.4%\t0\u00a0/ 1\t0\u00a0/ 0\tblind spot\nSEG\t1 of 2\t0.7%\t0.3%\t0.0%\t\u22120.3 pp\t0.3%\t1\u00a0/ 0\t1\u00a0/ 0\tblind spot\n\nGap = your weight \u2212 group weight. Conviction = breadth \u00d7 average holder weight. Missing members are excluded.\n\nAllocation of the room\nRegions\nSectors\nCaps\nTypes\nCurrencies\nClasses\n\nGroup classification coverage 72.0% \u00b7 Group / You \u00b7 Cached classification; unavailable metadata stays unclassified. Small positions are shown separately from unavailable metadata.\n\nUnknown / Not Shared\n24.8%\u00a0/ 0.0%\nTechnology\n23.3%\u00a0/ 49.2%\nFinancial Services\n18.9%\u00a0/ 0.0%\nCommunication Services\n13.3%\u00a0/ 50.8%\nConsumer Defensive\n6.7%\u00a0/ 0.0%\nConsumer Cyclical\n5.2%\u00a0/ 0.0%\nEnergy\n4.5%\u00a0/ 0.0%\nUnknown\n1.9%\u00a0/ 0.0%\nSmall Positions (<0.5%)\n1.2%\u00a0/ 0.0%\nPeriod flows \u00b7 approximate\nTop 10 Net buys\n\nGOOGL \u00b7 8770.35m USD\n\nGOOG \u00b7 8339.73m USD\n\nUBER \u00b7 2476.98m USD\n\nBN \u00b7 2448.12m USD\n\nMSFT \u00b7 2315.23m USD\n\nAMZN \u00b7 2041.11m USD\n\nQSR \u00b7 1872.30m USD\n\nMETA \u00b7 1800.31m USD\n\nDAL \u00b7 1640.04m USD\n\nHHH \u00b7 1347.73m USD\n\nTop 10 Net sells\n\nBAC \u00b7 -1722.51m USD\n\nKR \u00b7 -610.83m USD\n\nDVA \u00b7 -271.51m USD\n\nMembers, periods and turnover\nMember overlap matrix\nGroup weight \u00b7 up to 12 quarters\n\nHistory and holder counts include positions meeting the cutoff in each quarter. Zero can mean below the cutoff, not a sale. Flows use actual filing changes for positions meeting the cutoff in either quarter.\n\nHHH\nAAPL\nAXP\nKO\nBAC\nCVX\nOXY\nGOOGL\nCHUBB LTD SWITZ\nMCO\nKHC\nDVA\nKR\nSIRI\nDAL\nVRSN\nUBER\nBN\nMSFT\nAMZN\nQSR\nMETA\nV\nMA\nSPGI\nNFLX\nPSUS\nSEG\nCHUBB LIMITED\nGOOG\n\n2026Q1: 11.0% \u00b7 2026Q2: 11.0%",
  "capturedAt": "2026-09-09",
  "readerQuoteInputs": [
    {
      "symbol": "AAPL",
      "quantity": 10,
      "date": "2026-09-03",
      "closeUsd": 328.2099914550781
    },
    {
      "symbol": "GOOG",
      "quantity": 10,
      "date": "2026-09-03",
      "closeUsd": 339.0799865722656
    }
  ],
  "description": "Actual calculated tables from the app; reader holdings are synthetic, with observed cached closing-price inputs dated 3 September 2026. Public filing inputs are in core-group-sec-filings-2026-09-09.json."
}