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: BE (76.9)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 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.
2 AAPL 1
40.0
40.0%
Fields 40.0%~
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $16,001 est. $40,002 est. 40.00% est.
3 MSFT 3
33.8
11.3%
Fields 20.0%~ Cisneros 8.0%~ McClain 5.8%~
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 $65,001 est. $813,534 est. 7.99% est.
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% 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. $813,534 est. 0.98% est.
5 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.
6 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.
7 QSR 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 CACI 1
23.6
23.6%
McClain 23.6%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% est.
9 OLN 1
23.6
23.6%
McClain 23.6%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% est.
10 RIG 1
23.6
23.6%
McClain 23.6%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% 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 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.
13 NFLX 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.
14 IBRX 1
11.6
11.6%
McClain 11.6%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $16,001 est. $137,504 est. 11.64% est.
15 CAT 1
5.8
5.8%
McClain 5.8%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% est.
16 NG 1
5.8
5.8%
McClain 5.8%~
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% est.
17 ALKS 1
5.0
5.0%
Cisneros 5.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,501 est. $813,534 est. 4.98% est.
18 GMED 1
5.0
5.0%
Cisneros 5.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,501 est. $813,534 est. 4.98% est.
19 BHE 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
20 ETN 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
21 MSB 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
22 NXPI 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
23 ON 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
24 PWR 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
25 SFM 1
4.0
4.0%
Cisneros 4.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $813,534 est. 3.99% est.
26 AORT 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $813,534 est. 1.97% est.
27 EPAC 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $813,534 est. 1.97% est.
28 HLI 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $813,534 est. 1.97% est.
29 PRAX 1
2.0
2.0%
Cisneros 2.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $813,534 est. 1.97% est.
30 ABT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
31 ACN 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
32 AEIS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
33 AGIO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
34 ALGM 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
35 APG 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
36 APH 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
37 APP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
38 BCPC 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
39 BSX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% 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. $813,534 est. 0.98% est.
41 CECO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
42 CINF 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
43 COCO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
44 COMP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
45 CRWD 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
46 CSGP 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
47 CSW 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
48 CYTK 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
49 FERG 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
50 FSS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
51 FSV 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
52 GBCI 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
53 GS 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
54 GTES 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
55 HMN 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% 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. $813,534 est. 0.98% est.
57 MRVL 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
58 NEO 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
59 PCVX 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
60 PLTR 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
61 RARE 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
62 SHAK 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
63 SKHY 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
64 SKWD 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
65 SNOW 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
66 STAG 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
67 TNDM 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
68 TSM 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
69 TTD 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
70 TYL 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
71 WDAY 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
72 WMT 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
73 WPM 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
74 WUXIF 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% est.
75 YETI 1
1.0
1.0%
Cisneros 1.0%~
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $813,534 est. 0.98% 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.