Public record
13G Passive Stakes
Reads original Schedule 13G filings (file_type 'SCHEDULE 13G', not '/A' amendments — i.e. NEW 5%+ stakes) from SEC EDGAR full-text search. Each filing's filer is identified from the SEC display metadata; index funds, mega asset managers, banks, and market makers are excluded by name, leaving only concentrated investors. Emits a long-bias trade_card for the subject company. Every subject ticker is re-gated to chartable market data before emitting. A 13G is passive (no activist intent), so this is framed as accumulation, not an activist event.
Track Record
Verified performance
43%Win rate
40wins·52losses
92 resolved all-time
33.8%–53.7% 95% CI
33.8%–53.7% 95% CI
Equity curve+65.6%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
92
40W · 52L
Win Rate
43.5%
33.8%–53.7% CI
Avg P&L
+5.98%
-7.00% median
Profit Factor
1.90
+5.98% exp.
Best Win
+168.8%
Worst Loss
-58.0%
Max Drawdown
85.9%
all-time
Avg Hold
15.5 days
Outcome mix
Target 22224%
Target 11617%
Stop after T122%
Stopped out5257%
P&L distribution
5
12
35
7
24
9
≤-20%0%≥+20%
By timeframe
NWinAvg
9243%+6.0%
By asset class
NWinAvg
9243%+6.0%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Recent Signals
Last 50 signals
About this strategy
Why it matters
A 13G marks a new 5%+ stake by a concentrated investor who is buying to own, not to agitate — a quieter but still meaningful vote of conviction.
Refresh cadence
Daily poll at 15:30 UTC
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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