Expect Equity LLC originally filed its 13F report for Q1 2026 on May 15, 2026. The filing was subsequently amended, with the latest update submitted on August 19, 2026. The portfolio totaled 104.19 M reflecting a +0.72% change from the prior quarter, spanning 48 assets. The top 10 holdings comprised 33.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 5 complete exits.
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Yes. Expect Equity originally filed on 05/15/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/19/2026.
In the Q1 2026 filing, Expect Equity reported a managed portfolio value of 128.58 M, consisting of 62 individual positions.
Multiple filings indicate that Expect Equity updated their Q1 2026 report. The initial filing was submitted on 05/15/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Expect Equity bought or sold during Q1 2026, please visit Expect Equity's Portfolio Analysis page.