— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

VARCOV Co.

Q1 2026 · Filed 2026-02-17
Market Value
$0
Holdings
424
New Purchases
0
Added To
0
Closed
424
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $0 0%
Large Cap 92 $0 0%
Mid Cap 154 $0 0%
Small Cap 164 $0 0%
Micro Cap 7 $0 0%

Portfolio Analytics

Avg Market Cap
$32.2B
Median Market Cap
$3.1B
Avg P/E
37.6
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
1.14
# Stocks
424
# ETFs / Funds
0

Top Holdings (424 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ALG —% -$304K -1,813 -100.0% SOLD
2 IBP —% -$207K -799 -100.0% SOLD
3 CVX —% -$4M -25,073 -100.0% SOLD
4 UNFI —% -$886K -26,326 -100.0% SOLD
5 AN —% -$797K -3,862 -100.0% SOLD
6 ARMK —% -$1M -38,743 -100.0% SOLD
7 DY —% -$588K -1,740 -100.0% SOLD
8 LYV —% -$320K -2,246 -100.0% SOLD
9 ALSN —% -$200K -2,045 -100.0% SOLD
10 FLR —% -$705K -17,802 -100.0% SOLD
11 HRTG —% -$500K -17,096 -100.0% SOLD
12 CDE —% -$202K -11,355 -100.0% SOLD
13 GDOT —% -$258K -20,162 -100.0% SOLD
14 FMC —% -$590K -42,519 -100.0% SOLD
15 SLVM —% -$901K -18,717 -100.0% SOLD
16 AMN —% -$1M -75,479 -100.0% SOLD
17 FOUR —% -$1M -23,299 -100.0% SOLD
18 EPC —% -$955K -56,003 -100.0% SOLD
19 CTRE —% -$227K -6,268 -100.0% SOLD
20 GSBD —% -$972K -104,714 -100.0% SOLD
21 CUBE —% -$619K -17,171 -100.0% SOLD
22 NEE —% -$221K -2,757 -100.0% SOLD
23 BC —% -$703K -9,473 -100.0% SOLD
24 WWW —% -$227K -12,515 -100.0% SOLD
25 HLIO —% -$366K -6,840 -100.0% SOLD
26 BJ —% -$324K -3,600 -100.0% SOLD
27 XIFR —% -$950K -95,022 -100.0% SOLD
28 TDC —% -$2M -49,446 -100.0% SOLD
29 HP —% -$2M -60,640 -100.0% SOLD
30 HESM —% -$245K -7,093 -100.0% SOLD
31 WD —% -$607K -10,094 -100.0% SOLD
32 GPC —% -$331K -2,695 -100.0% SOLD
33 UHAL —% -$624K -12,378 -100.0% SOLD
34 COTY —% -$550K -178,540 -100.0% SOLD
35 BANC —% -$204K -10,579 -100.0% SOLD
36 NSP —% -$1M -31,150 -100.0% SOLD
37 BNL —% -$728K -41,908 -100.0% SOLD
38 EXPD —% -$887K -5,950 -100.0% SOLD
39 WY —% -$392K -16,561 -100.0% SOLD
40 CHWY —% -$942K -28,509 -100.0% SOLD
41 BCSF —% -$299K -21,500 -100.0% SOLD
42 TWLO —% -$252K -1,774 -100.0% SOLD
43 AAMI —% -$301K -6,401 -100.0% SOLD
44 STAG —% -$438K -11,927 -100.0% SOLD
45 PD —% -$1M -103,535 -100.0% SOLD
46 HII —% -$701K -2,061 -100.0% SOLD
47 FRT —% -$474K -4,705 -100.0% SOLD
48 BKU —% -$602K -13,498 -100.0% SOLD
49 BBT —% -$272K -10,318 -100.0% SOLD
50 LPG —% -$924K -37,960 -100.0% SOLD
51 BCO —% -$385K -3,301 -100.0% SOLD
52 SXC —% -$380K -52,833 -100.0% SOLD
53 VTOL —% -$291K -7,956 -100.0% SOLD
54 CRI —% -$274K -8,455 -100.0% SOLD
55 INGM —% -$657K -30,784 -100.0% SOLD
56 NMAX —% -$139K -17,919 -100.0% SOLD
57 ATO —% -$310K -1,851 -100.0% SOLD
58 AAT —% -$198K -10,451 -100.0% SOLD
59 NGVC —% -$221K -8,811 -100.0% SOLD
60 AJG —% -$628K -2,425 -100.0% SOLD
61 W —% -$204K -2,033 -100.0% SOLD
62 BV —% -$429K -33,851 -100.0% SOLD
63 FLS —% -$478K -6,889 -100.0% SOLD
64 WM —% -$527K -2,399 -100.0% SOLD
65 AWI —% -$1M -7,302 -100.0% SOLD
66 CARS —% -$170K -13,939 -100.0% SOLD
67 ACM —% -$521K -5,461 -100.0% SOLD
68 LUMN —% -$386K -49,741 -100.0% SOLD
69 ENR —% -$2M -75,887 -100.0% SOLD
70 PHR —% -$719K -42,476 -100.0% SOLD
71 VST —% -$243K -1,505 -100.0% SOLD
72 GEF —% -$237K -3,507 -100.0% SOLD
73 NVRI —% -$440K -24,566 -100.0% SOLD
74 MDU —% -$1M -53,391 -100.0% SOLD
75 GFF —% -$628K -8,524 -100.0% SOLD
76 HGV —% -$2M -44,892 -100.0% SOLD
77 LADR —% -$203K -18,474 -100.0% SOLD
78 WMB —% -$442K -7,353 -100.0% SOLD
79 OPLN —% -$1M -43,237 -100.0% SOLD
80 MSM —% -$205K -2,433 -100.0% SOLD
81 WLK —% -$3M -35,597 -100.0% SOLD
82 PATH —% -$233K -14,242 -100.0% SOLD
83 LUV —% -$1M -29,573 -100.0% SOLD
84 VLTO —% -$519K -5,199 -100.0% SOLD
85 GM —% -$664K -8,160 -100.0% SOLD
86 NPB —% -$452K -26,910 -100.0% SOLD
87 MH —% -$839K -50,859 -100.0% SOLD
88 AES —% -$298K -20,786 -100.0% SOLD
89 MIAX —% -$994K -22,389 -100.0% SOLD
90 PCG —% -$236K -14,678 -100.0% SOLD
91 NNN —% -$685K -17,277 -100.0% SOLD
92 UHT —% -$308K -7,844 -100.0% SOLD
93 ARI —% -$471K -48,672 -100.0% SOLD
94 CBRE —% -$255K -1,587 -100.0% SOLD
95 DD —% -$1M -29,500 -100.0% SOLD
96 MLI —% -$790K -6,883 -100.0% SOLD
97 BY —% -$375K -12,875 -100.0% SOLD
98 LMT —% -$472K -976 -100.0% SOLD
99 CPNG —% -$2M -75,747 -100.0% SOLD
100 CNC —% -$483K -11,747 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EXPD —%
IBP —%
CVX —%
UNFI —%
AN —%
ARMK —%
DY —%
LYV —%
ALSN —%
FLR —%
HRTG —%
CDE —%
WY —%
ALG —%
SLVM —%
View SEC EDGAR Filings for VARCOV Co. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms