None this window โ no structural change.
None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | ABBV | AbbVie Inc | 13.833% | -0.141% | 869 | โ |
| 2 | CL | Colgate-Palmolive Co | 7.747% | +0.082% | 1,309 | โ |
| 3 | HIMS | Hims & Hers Health Inc | 5.113% | -0.174% | 2,318 | โ |
| 4 | KVUE | Kenvue Inc | 5.087% | +0.064% | 4,070 | โ |
| 5 | IFF | International Flavors & Fragrances Inc | 4.980% | -0.078% | 1,001 | โ |
| 6 | EL | Estee Lauder Cos Inc/The | 4.842% | +0.026% | 913 | โ |
| 7 | ULTA | ULTA BEAUTY INC | 4.426% | +0.072% | 147 | โ |
| 8 | ALGN | Align Technology Inc | 4.306% | +0.019% | 374 | โ |
| 9 | ATR | AptarGroup Inc | 4.164% | +0.024% | 517 | โ |
| 10 | ELF | elf Beauty Inc | 3.900% | +0.040% | 792 | โ |
| 11 | IPAR | Interparfums Inc | 3.620% | +0.016% | 473 | โ |
| 12 | ESTA | Establishment Labs Holdings Inc | 3.604% | -0.041% | 638 | โ |
| 13 | BBWI | Bath & Body Works Inc | 3.444% | +0.058% | 2,640 | โ |
| 14 | EOLS | Evolus Inc | 3.068% | -0.120% | 7,233 | โ |
| 15 | EPC | Edgewell Personal Care Co | 2.766% | +0.046% | 1,628 | โ |
| 16 | SBH | Sally Beauty Holdings Inc | 2.720% | +0.098% | 2,772 | โ |
| 17 | INMD | Inmode Ltd | 2.437% | +0.036% | 2,486 | โ |
| 18 | ODD | Oddity Tech Ltd | 2.278% | -0.040% | 2,079 | โ |
| 19 | COTY | Coty Inc | 2.119% | +0.098% | 14,740 | โ |
| 20 | HELE | Helen of Troy Ltd | 2.082% | -0.092% | 1,232 | โ |