Expect Equity LLC originally filed its 13F report for Q4 2025 on February 17, 2026. The filing was subsequently amended, with the latest update submitted on August 19, 2026. The portfolio totaled 103.45 M reflecting a +1.04% change from the prior quarter, spanning 47 assets. The top 10 holdings comprised 33.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 5 complete exits.
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Yes. Expect Equity originally filed on 02/17/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/19/2026.
In the Q4 2025 filing, Expect Equity reported a managed portfolio value of 121.42 M, consisting of 58 individual positions.
Multiple filings indicate that Expect Equity updated their Q4 2025 report. The initial filing was submitted on 02/17/2026, 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 Q4 2025, please visit Expect Equity's Portfolio Analysis page.