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
57 tickers tracked Top conviction: SPCX (101.5)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 SPCX 2
101.5
50.8%
Meuser 100.0%~ Cisneros 1.5%~
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. $530,027 est. 1.51% 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
26.5
13.3%
Gottheimer 25.0%~ Cisneros 1.5%~
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. $530,027 est. 1.51% est.
4 NVDA 2
26.5
13.3%
Fields 25.0%~ Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $32,002 est. 25.00% est.
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
5 SAIL 2
26.5
13.3%
Gottheimer 25.0%~ Cisneros 1.5%~
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. $530,027 est. 1.51% est.
6 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.
7 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.
8 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.
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
6.1
6.1%
Cisneros 6.1%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $530,027 est. 6.13% est.
13 ALKS 1
6.1
6.1%
Cisneros 6.1%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $530,027 est. 6.13% est.
14 MSB 1
6.1
6.1%
Cisneros 6.1%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $530,027 est. 6.13% est.
15 SFM 1
6.1
6.1%
Cisneros 6.1%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $530,027 est. 6.13% est.
16 ACN 1
3.0
3.0%
Cisneros 3.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $530,027 est. 3.02% est.
17 EPAC 1
3.0
3.0%
Cisneros 3.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $530,027 est. 3.02% est.
18 HQY 1
3.0
3.0%
Cisneros 3.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $530,027 est. 3.02% est.
19 SKWD 1
3.0
3.0%
Cisneros 3.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $530,027 est. 3.02% est.
20 ABCB 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
21 ABT 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
22 ADP 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
23 AMD 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
24 AORT 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
25 APP 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
26 BCPC 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
27 BCRX 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
28 BOOT 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
29 CDRE 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
30 CECO 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
31 COCO 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
32 COMP 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
33 CSW 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
34 CYTK 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
35 DCO 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
36 DSGX 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
37 FERG 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
38 FIS 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
39 GBCI 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
40 GIS 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
41 HLI 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
42 HMN 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
43 IRT 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
44 JKHY 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
45 MCHP 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
46 MRVL 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
47 MTX 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
48 NHI 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
49 PCVX 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
50 PLTR 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
51 PRAX 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
52 SF 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
53 TCBI 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
54 TXRH 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
55 VLTO 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
56 VRSK 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% est.
57 WDC 1
1.5
1.5%
Cisneros 1.5%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $530,027 est. 1.51% 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.