The signal inside 54 portfolios

Where proven capital is converging right now.

Not a list of everything everyone holds — the handful of names where several high-track-record investors are independently buying, insiders are confirming, and the price is still near where the smart money got in.

Sort
1
RANK
ADBEADOBE INC
Quality4 buying · 306 wt2 new-money insider buyBelow their cost
97
score
2
RANK
MDLNMEDLINE INC-CL A
Quality4 buying · 315 wt2 new-money insider buyBelow their cost
94
score
3
RANK
UBERUBER TECHNOLOGIES INC
Quality5 buying · 408 wt1 new-money insider buyIn the buy zone
94
score
4
RANK
MELIMERCADOLIBRE INC
Quality6 buying · 462 wt3 new-money insider buyIn the buy zone
94
score
5
RANK
FISVFISERV INC
Quality5 buying · 390 wt1 new-money insider buyBelow their cost
93
score
6
RANK
SPGIS&P GLOBAL INC
Quality4 buying · 349 wt2 new-money insider buyIn the buy zone
92
score
7
RANK
AVTRAVANTOR INC
Quality5 buying · 371 wt2 new-money insider buyIn the buy zone
91
score
8
RANK
BROBROWN & BROWN INC
Quality3 buying · 238 wt1 new-money insider buyIn the buy zone
90
score
9
RANK
AVGOBROADCOM INC
Special Situations5 buying · 395 wt2 new-money insider buyRan 13% ahead
86
score
10
RANK
ADPAUTOMATIC DATA PROCESSING
Quality3 buying · 235 wt2 new-money insider buyIn the buy zone
84
score
11
RANK
BLDRBUILDERS FIRSTSOURCE INC
Quality4 buying · 327 wt2 new-moneyBelow their cost
83
score
12
RANK
MSFTMICROSOFT CORP
Quality8 buying · 653 wt1 new-moneyBelow their cost
81
score
13
RANK
APPAPPLOVIN CORP-CLASS A
Quality4 buying · 320 wt1 new-moneyIn the buy zone
81
score
14
RANK
LYBLyondellBasell Industries NV
Special Situations4 buying · 320 wt3 new-moneyIn the buy zone
81
score
15
RANK
NFLXNETFLIX INC
Quality5 buying · 401 wt2 new-moneyBelow their cost
80
score
Quality / Special Situations name where 5 record-weighted investors — led by Semper Augustus Investments Group — opened or added to it in Q1 2026. At $74 it sits below the estimated $83–$93 accumulation band (an inferred range, not a reported cost).
Can you still buy alongside them?
est. entry $83–93
now $74
52-wk low $7152-wk high $128
Trading below the smart-money entry range — you can currently buy this cheaper than they did.
Who's buying — weighted by record
CB
Christopher Bloomstran
Semper Augustus Investments Group
track 84
New · 0%
JT
Josh Tarasoff
Greenlea Lane Capital Management
track 82
New · 8%
TR
Thomas Russo
Gardner Russo & Quinn
track 81
Added · 6%
BN
Bill Nygren
Harris Associates
track 80
Added · 1%
CC
Chase Coleman
Tiger Global Management
track 78
Holds
JG
Joel Greenblatt
Gotham Asset Management
track 74
Added · 0%
Conviction score
80 / 100
record-weighted
vs entry mid
-16%
at or under their cost
Buyers this qtr
5
2 brand-new
Insider buys
—
none logged
16
RANK
WATWATERS CORP
Quality4 buying · 312 wt3 new-moneyIn the buy zone
78
score
17
RANK
WLKWESTLAKE CORP
Special Situations3 buying · 239 wt1 new-moneyBelow their cost
77
score
18
RANK
JBSJBS NV
Special Situations3 buying · 238 wt1 new-moneyBelow their cost
77
score
19
RANK
CPNGCOUPANG INC
Quality5 buying · 389 wt3 new-moneyBelow their cost
77
score
20
RANK
ULUNILEVER PLC-SPONSORED ADR
Quality4 buying · 309 wt1 new-moneyBelow their cost
77
score
21
RANK
ORCLORACLE CORP
Quality4 buying · 314 wtBelow their cost
77
score
22
RANK
OLNOLIN CORP
Quality4 buying · 315 wt1 new-moneyBelow their cost
77
score
23
RANK
CIGICOLLIERS INTL GR-SUBORD VOT
Quality6 buying · 468 wt1 new-moneyBelow their cost
77
score
24
RANK
TSNTYSON FOODS INC-CL A
Quality4 buying · 317 wtBelow their cost
77
score
25
RANK
ROPROPER TECHNOLOGIES INC
Quality4 buying · 316 wt2 new-moneyIn the buy zone
77
score
26
RANK
SUNBSUNBELT RENTALS HOLDINGS INC
Quality8 buying · 663 wt8 new-moneyRan 0% ahead
77
score
27
RANK
MCDMCDONALD'S CORP
Quality4 buying · 309 wtBelow their cost
76
score
28
RANK
SOLSSOLSTICE ADV MATERIALS INC
Special Situations3 buying · 236 wt2 new-moneyBelow their cost
76
score
29
RANK
FERGFERGUSON ENTERPRISES INC
Quality6 buying · 488 wt1 new-moneyIn the buy zone
76
score
30
RANK
FDSFACTSET RESEARCH SYSTEMS INC
Quality4 buying · 309 wt2 new-moneyIn the buy zone
76
score

Real 13F data, computed signals. Holdings are parsed from live SEC EDGAR 13F filings for the tracked investors. 13F filings are disclosed ~45 days after quarter-end and carry no cost basis — Glint's estimated entry zone and "still buyable" verdict exist precisely to account for that lag and are inferred from the quarter's trading range, not reported fills. Not investment advice; always verify current filings on SEC EDGAR and do your own work.