Overlap & Conviction Analysis

Stocks held by multiple tracked insiders, weighted by portfolio concentration. Score = Σ (position / portfolio × 100) across all holders.

90d 180d 1Y 2Y
All Politicians Fund Managers Corporate
77 tickers tracked Top conviction: SPCX (101.0)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 SPCX 2
101.0
50.5%
Meuser 100.0%~ Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Daniel Meuser Politician ptr $32,500 est. $32,500 est. 100.00% est.
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
2 BE 1
76.9
76.9%
Pelosi 76.9%~
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $3,750,001 est. $4,875,002 est. 76.92% est.
3 CRWD 2
26.0
13.0%
Gottheimer 25.0%~ Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $32,002 est. 25.00% est.
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
4 SAIL 2
26.0
13.0%
Gottheimer 25.0%~ Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $32,002 est. 25.00% est.
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
5 AAPL 1
25.0
25.0%
Fields 25.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
6 GOOG 1
25.0
25.0%
Fields 25.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
7 MNST 1
25.0
25.0%
Gottheimer 25.0%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $32,002 est. 25.00% est.
8 NVDA 1
25.0
25.0%
Fields 25.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
9 PANW 1
25.0
25.0%
Gottheimer 25.0%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $32,002 est. 25.00% est.
10 TSM 1
25.0
25.0%
Fields 25.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
11 INTC 1
23.1
23.1%
Pelosi 23.1%~
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $1,125,001 est. $4,875,002 est. 23.08% est.
12 AGX 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
13 ALKS 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
14 ETN 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
15 GMED 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
16 MSB 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
17 MSFT 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
18 PWR 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
19 SFM 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $812,038 est. 4.00% est.
20 ACN 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
21 AORT 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
22 CECO 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
23 EPAC 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
24 HLI 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
25 HMN 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
26 HQY 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
27 SKWD 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $812,038 est. 1.97% est.
28 ABCB 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
29 ABT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
30 ADP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
31 AGIO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
32 APG 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
33 APH 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
34 ATRC 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
35 BCPC 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
36 BCRX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
37 BOOT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
38 BSX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
39 CDRE 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
40 CDW 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
41 COCO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
42 COMP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
43 CSGP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
44 CSW 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
45 CYTK 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
46 DSGX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
47 FERG 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
48 FIS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
49 FSV 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
50 GBCI 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
51 GIS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
52 GS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
53 INTU 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
54 IRT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
55 JKHY 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
56 KMX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
57 MCHP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
58 MRVL 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
59 MTX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
60 NEO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
61 NHI 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
62 PCVX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
63 PLTR 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
64 PODD 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
65 PRAX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
66 SF 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
67 SHAK 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
68 SKHY 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
69 SNOW 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
70 TCBI 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
71 TTD 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
72 TYL 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
73 VLTO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
74 WDAY 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
75 WDC 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
76 WMT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.
77 WPM 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $812,038 est. 0.99% est.

~ Estimated: politician / Form 4 weights use net buy amounts from the selected window; portfolio total = sum of those positions. Fund manager (13F) weights use exact filing values.