Jill R. Seidman

Expect Equity Llc

Assets Managed

$104.195M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

0.72%(2Q avg: 0.88%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Expect Equity Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Expect Equity Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.195M in assets, with a quarterly growth rate of 0.72% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by Jill R. Seidman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MKSI Mks Instruments Inc Recent Activity Decreased -23.02%	4.08%	$4.248M 18,485 shares@ $229.82 avg price	Decreased -23.02%
COLB Columbia Banking System Inc Recent Activity	3.77%	$3.924M 143,065 shares@ $27.44 avg price
FHN First Horizon Corp Recent Activity	3.74%	$3.89M 170,926 shares@ $22.77 avg price
ATI Ati Inc Recent Activity Decreased -8.67%	3.63%	$3.774M 25,945 shares@ $145.47 avg price	Decreased -8.67%
CACI Caci International Inc -cl A Recent Activity Increased 12.95%	3.51%	$3.654M 6,718 shares@ $543.88 avg price	Increased 12.95%
FLS Flowserve Corp Recent Activity Decreased -7.37%	3.4%	$3.535M 48,094 shares@ $73.52 avg price	Decreased -7.37%
OSK Oshkosh Corp Recent Activity Decreased -7.3%	3.29%	$3.419M 23,225 shares@ $147.21 avg price	Decreased -7.3%
SM Sm Energy Co Recent Activity New Position	2.87%	$2.987M 95,806 shares@ $31.18 avg price	New Position
CON Concentra Group Holdings Par Recent Activity Increased 14.58%	2.81%	$2.92M 136,150 shares@ $21.46 avg price	Increased 14.58%
MOD Modine Manufacturing Co Recent Activity Decreased -15.3%	2.75%	$2.859M 13,192 shares@ $216.71 avg price	Decreased -15.3%

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