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
53 tickers tracked Top conviction: MSFT (113.0)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 MSFT 2
113.0
56.5%
Gottheimer 88.0%~ Fields 25.0%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $825,001 est. $937,008 est. 88.05% est.
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
2 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.
3 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.
4 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.
5 FN 2
7.3
3.7%
Cisneros 5.6%~ Gottheimer 1.7%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $577,532 est. 5.63% est.
Josh Gottheimer Politician ptr $16,001 est. $937,008 est. 1.71% est.
6 DASH 1
6.9
6.9%
Cisneros 6.9%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,002 est. $577,532 est. 6.93% est.
7 AMD 2
6.8
3.4%
Cisneros 4.2%~ Gottheimer 2.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,500 est. $577,532 est. 4.24% est.
Josh Gottheimer Politician ptr $24,002 est. $937,008 est. 2.56% est.
8 MIAX 1
5.6
5.6%
Cisneros 5.6%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $577,532 est. 5.63% est.
9 FSV 1
5.5
5.5%
Cisneros 5.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $577,532 est. 5.54% est.
10 GIL 1
5.5
5.5%
Cisneros 5.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $577,532 est. 5.54% est.
11 BBIO 1
4.2
4.2%
Cisneros 4.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $577,532 est. 4.16% est.
12 LPLA 1
4.2
4.2%
Cisneros 4.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $577,532 est. 4.16% est.
13 VLTO 1
4.2
4.2%
Cisneros 4.2%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $577,532 est. 4.16% est.
14 PANW 2
3.6
1.8%
Cisneros 2.8%~ Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $577,532 est. 2.77% est.
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
15 BKNG 1
2.8
2.8%
Cisneros 2.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $577,532 est. 2.77% est.
16 STE 1
2.8
2.8%
Cisneros 2.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $577,532 est. 2.77% est.
17 UNH 1
2.8
2.8%
Cisneros 2.8%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $577,532 est. 2.77% est.
18 LITE 2
2.2
1.1%
Cisneros 1.4%~ Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
19 MU 2
2.2
1.1%
Cisneros 1.4%~ Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
20 SNDK 2
2.2
1.1%
Cisneros 1.4%~ Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
21 ADBE 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
22 AMZN 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
23 ARE 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
24 BABAF 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
25 BR 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
26 CDRE 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
27 COHR 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
28 COIN 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
29 CVNA 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
30 FDS 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
31 FOX 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
32 GEN 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
33 GLW 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
34 GPN 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
35 NWS 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
36 PAYX 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
37 PSKY 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
38 PYPL 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
39 RVTY 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
40 SARO 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
41 SNEJF 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
42 SQ 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
43 ST 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
44 TEL 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
45 TRMB 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
46 VZ 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
47 W 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
48 WAT 1
1.4
1.4%
Cisneros 1.4%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $577,532 est. 1.39% est.
49 ADI 1
0.9
0.9%
Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
50 CBZ 1
0.9
0.9%
Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
51 FCX 1
0.9
0.9%
Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
52 FWRG 1
0.9
0.9%
Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% est.
53 TWLO 1
0.9
0.9%
Gottheimer 0.9%~
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $937,008 est. 0.85% 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.