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
75 tickers tracked Top conviction: SPCX (100.8)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 SPCX 2
100.8
50.4%
Meuser 100.0%~ Cisneros 0.8%~
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. $1,000,048 est. 0.80% est.
2 USOU 1
100.0
100.0%
Crenshaw 100.0%~
Person Category Source Position Value Portfolio Total Weight
Dan Crenshaw Politician ptr $8,000 est. $8,000 est. 100.00% est.
3 INTC 1
80.0
80.0%
Pelosi 80.0%~
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $3,000,000 est. $3,750,001 est. 80.00% est.
4 MSFT 2
24.2
12.1%
Fields 20.0%~ Cisneros 4.2%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $40,002 est. 20.00% est.
Gil Cisneros Politician ptr $42,500 est. $1,000,048 est. 4.25% est.
5 AAPL 2
20.8
10.4%
Fields 20.0%~ Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $40,002 est. 20.00% est.
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
6 UBER 1
20.0
20.0%
Pelosi 20.0%~
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $750,000 est. $3,750,001 est. 20.00% est.
7 GOOG 1
20.0
20.0%
Fields 20.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $40,002 est. 20.00% est.
8 NVDA 1
20.0
20.0%
Fields 20.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $40,002 est. 20.00% est.
9 QNT 1
20.0
20.0%
Fields 20.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $40,002 est. 20.00% est.
10 AMD 2
14.9
7.5%
Gottheimer 12.5%~ Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
Gil Cisneros Politician ptr $24,002 est. $1,000,048 est. 2.40% est.
11 FN 2
13.3
6.7%
Gottheimer 12.5%~ Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
12 ADI 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
13 LITE 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
14 MU 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
15 PANW 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
16 SNDK 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
17 TWLO 1
12.5
12.5%
Gottheimer 12.5%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $64,004 est. 12.50% est.
18 LLY 1
7.5
7.5%
Cisneros 7.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $75,000 est. $1,000,048 est. 7.50% est.
19 LPLA 1
5.6
5.6%
Cisneros 5.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $56,004 est. $1,000,048 est. 5.60% est.
20 RVTY 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,501 est. $1,000,048 est. 4.05% est.
21 AGX 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,000,048 est. 3.25% est.
22 MSTR 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,000,048 est. 3.25% est.
23 MTN 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,000,048 est. 3.25% est.
24 DASH 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,000,048 est. 3.20% est.
25 FSV 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,000,048 est. 3.20% est.
26 ST 1
3.2
3.2%
Cisneros 3.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,000,048 est. 3.20% est.
27 MELI 1
2.4
2.4%
Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,500 est. $1,000,048 est. 2.45% est.
28 BSX 1
2.4
2.4%
Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,000,048 est. 2.40% est.
29 STE 1
2.4
2.4%
Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,000,048 est. 2.40% est.
30 VLTO 1
2.4
2.4%
Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,000,048 est. 2.40% est.
31 W 1
2.4
2.4%
Cisneros 2.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,000,048 est. 2.40% est.
32 BNPQF 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
33 CIEN 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
34 COO 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
35 EA 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
36 HQY 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
37 PCVX 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
38 TCBI 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
39 TEL 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
40 VRSK 1
1.6
1.6%
Cisneros 1.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,000,048 est. 1.60% est.
41 ACN 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
42 ADP 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
43 APP 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
44 ARQT 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
45 BBIO 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
46 BIIB 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
47 BOOT 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
48 CDRE 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
49 CECO 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
50 CMCSA 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
51 CPB 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
52 CRWD 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
53 CSW 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
54 CYTK 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
55 DCO 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
56 DPZ 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
57 DSGX 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
58 FIS 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
59 GIL 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
60 GIS 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
61 INDB 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
62 JKHY 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
63 KVUE 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
64 LGND 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
65 MCHP 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
66 NOVT 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
67 PGR 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
68 PWP 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
69 SAN 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
70 SARO 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
71 THLEF 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
72 TOELF 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
73 TSLA 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
74 TXRH 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% est.
75 ZTS 1
0.8
0.8%
Cisneros 0.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,000,048 est. 0.80% 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.