13F
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Aptus Capital Advisors, LLC

13F equity value
$11.9B
Positions
1,659
Top 10 concentration
27.8%
Quarters / total new picks
28 / 987
13F equity value over time
$0M$6B$12B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +3.6% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.46, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.6%
t-stat
0.46
Quarterly win rate
50%
Annualized excess
+2.5%
$1 → follow vs universe
$2.46 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620220930: universe 1.39220221231: universe 1.29320230331: universe 1.36220230630: universe 1.31320230930: universe 1.49120231231: universe 1.55720240331: universe 1.59220240630: universe 1.73720240930: universe 1.72220241231: universe 1.60720250331: universe 1.75220250630: universe 1.80720250930: universe 2.03220251231: universe 2.102 20190331: follow 1.02720190630: follow 1.10120190930: follow 1.16820191231: follow 0.95420200331: follow 1.07120200630: follow 1.15120200930: follow 1.33220201231: follow 1.47720210331: follow 1.47820210630: follow 1.66220210930: follow 1.56120211231: follow 1.36020220331: follow 1.40520220630: follow 1.32520220930: follow 1.44120221231: follow 1.47520230331: follow 1.55320230630: follow 1.56720230930: follow 1.68120231231: follow 1.86720240331: follow 1.87420240630: follow 2.15720240930: follow 2.10320241231: follow 2.02020250331: follow 2.16020250630: follow 2.21920250930: follow 2.32720251231: follow 2.465 0.84 1.75 2.66 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 1659 · 2026 Q1

Ticker Value Weight QoQ
ACIO $682M
5.7%
ADD
DRSK $475M
4.0%
ADD
VXUS $430M
3.6%
ADD
SPYM $361M
3.0%
ADD
NVDA $291M
2.5%
TRIM
AAPL $284M
2.4%
TRIM
OSCV $219M
1.8%
TRIM
MSFT $199M
1.7%
TRIM
IDUB $181M
1.5%
ADD
BSCW $180M
1.5%
HOLD
BSCV $175M
1.5%
HOLD
IBDX $160M
1.4%
HOLD
IBDW $155M
1.3%
HOLD
BSCU $154M
1.3%
HOLD
VEA $153M
1.3%
TRIM
GOOG $149M
1.3%
HOLD
IBDU $148M
1.3%
TRIM
BSCX $148M
1.3%
HOLD
AMZN $147M
1.2%
TRIM
DUBS $137M
1.1%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ACHRADMAIFCAIOTALBALNYAPAAPLDASPNAUAVDEAVIVAVUSBBURLBWINBWXTBYNDCALICGICCHWYCNPCOMTCRDOCRKCVIECWIDCORDECKDFAU

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.