Buffett-style framework

ARCH CAPITAL GROUP LTD

• Competence
• Moat
• Management
• Financials
• Price

AIEQ shows a recent significant reduction in its holding of ACGL, decreasing its weight by 1.0100 percentage points to 0.0500%. This action by the AI ETF contrasts with the framework's "Pass" verdict, which identifies ACGL as an attractive investment due to its strong fundamentals and valuation.

VERISIGN INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ are showing an increasing weight trend for VeriSign, suggesting they view the company favorably and are accumulating shares. This contrasts with our framework's 'Fail' verdict, which is primarily driven by the lack of an adequate margin of safety at its current valuation, despite the company's strong underlying business quality.

CVS HEALTH CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ are showing an increasing weight trend for CVS Health, indicating an accumulation phase, while QRFT and PQUS also hold positions. This contrasts with the framework's 'Fail' verdict, which identifies concerns regarding the company's financial health and the lack of a sufficient margin of safety at the current price.

ALPHABET INC-CL A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed activity, with several funds holding significant weight and exhibiting both accumulation and decrease trends in recent signals for Alphabet. This contrasts with the framework's 'Fail' verdict, which is driven by the inability to confirm a margin of safety, suggesting the AI models either use different valuation criteria or prioritize other factors beyond a quantifiable discount.

GARMIN LTD

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs AIEQ and QRFT are currently holding Garmin, with AIEQ showing a recent trend of increasing its weight in the stock. This activity suggests the AI models perceive value or positive momentum in Garmin, which stands in contrast to this framework's 'Fail' verdict due to valuation concerns and unconfirmed financial health.

JOHNSON & JOHNSON

• Competence
• Moat
• Management
• Financials
• Price

While AI ETFs like AIEQ and PQUS have shown mixed but recently trending upward accumulation of JNJ, the value-investing framework concludes a "Fail" due to the current high valuation. This suggests the AI's algorithms may prioritize different factors or growth prospects that override the concern for a significant margin of safety. The AI's actions, by accumulating, appear to contradict a strict value-based approach at current prices.

MARRIOTT INTL A

• Competence
• Moat
• Management
• Financials
• Price

The PQUS AI ETF shows an increasing weight trend for Marriott, indicating a positive sentiment or accumulation. This contrasts with the Buffett-style framework's verdict of 'Fail,' primarily due to the current lack of a margin of safety based on valuation.

TARGA RESOURCES CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, including AIEQ, AMOM, and LQAI, have shown a clear trend of increasing their holdings or initiating new positions in TRGP, suggesting a positive outlook. This activity contrasts sharply with the Buffett-style framework's 'Fail' verdict, which is driven by significant concerns about the company's financial health due to an extraordinarily high EV/EBITDA and the absence of a margin of safety at current prices.

ESTEE LAUDER COS. A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQNT and QRFT currently hold EL, with PQNT showing recent fluctuations including a slight increase in weight. This activity suggests some AI models might see value or positive catalysts in Estee Lauder, potentially anticipating a turnaround. However, a Buffett-style analysis, which flags significant financial health concerns and an absence of a margin of safety, finds the company currently unsuitable for investment.

SEMPRA

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs LQAI and PQUS show recent accumulation and increased weighting in Sempra, signaling a positive outlook on the company. This action contrasts with the framework's 'Fail' verdict, which identifies significant concerns regarding Sempra's financial health and current valuation, indicating a divergent investment thesis.

T-MOBILE US INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and PQUS are showing a weight increase trend in T-Mobile, indicating a positive outlook or increased conviction. This directly contrasts with the 'Fail' verdict from this framework, which highlights concerns about financial transparency, potential leverage, and the lack of a sufficient margin of safety based on available data.

ELI LILLY & CO

• Competence
• Moat
• Management
• Financials
• Price

The framework analysis concludes a 'Fail' due to the lack of a margin of safety at the current price, despite the company's strong fundamentals and moat. This contrasts with several AI ETFs (AIEQ, PQUS, QRFT) that have shown recent 'weight increase trends' or 'gradual accumulation,' suggesting they are buying into LLY's current valuation. Conversely, BUZZ has decreased its weight and LQAI has exited, aligning more with the caution on valuation.

WILLIAMS-SONOMA INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ are showing a recent trend of increasing weight in Williams-Sonoma, and PQUS has made a new entry, indicating accumulation. This activity contrasts with the framework's 'Fail' verdict, which is driven by concerns over financial health transparency and the absence of a margin of safety at the current valuation.

Casey's

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ is currently holding Casey's and shows a recent trend of increasing its weight, suggesting a bullish or at least neutral stance. This contrasts sharply with the framework's verdict to Fail, which identifies the company as significantly overvalued and lacking sufficient financial transparency for a comprehensive value assessment.

DTE ENERGY CO

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs are currently holding DTE, with PQNT and AIVI showing recent weight increase trends, indicating an accumulating or bullish stance. This activity directly contrasts with the 'Fail' verdict derived from the Buffett-style framework, which identifies concerns with the company's financial health and current valuation not offering a margin of safety.

Tractor Supply Company

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like PQNT are showing a clear trend of accumulating Tractor Supply Company shares, indicating a positive outlook or momentum play. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the lack of a sufficient margin of safety at the current valuation.

JP MORGAN CHASE & CO

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed but largely positive activity, with LQAI and AIEQ increasing their positions and LQAI making a new entry, indicating an attractive outlook for them. This contrasts with the framework's 'Fail' verdict, which stems from the inability to fully assess J.P. Morgan against all stringent value investing criteria due to data limitations.

Boston Scientific Corporation

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and AIVL show recent increasing trends in their holdings of Boston Scientific, suggesting an accumulation or positive sentiment toward the stock. This contrasts with the framework's 'Fail' verdict, which is driven by a lack of sufficient financial transparency and an absent margin of safety from the available data.

HOWMET AEROSPACE INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS, AIEQ, and QRFT currently hold Howmet Aerospace, with PQUS showing a recent slight decrease in weight. This contrasts with our framework's verdict of "Fail" primarily driven by the absence of a margin of safety due to very high valuation multiples. The AI's continued holding suggests a different valuation perspective, though PQUS's slight reduction could align with some concern about the current price.

TEXAS INSTRUMENTS INC

• Competence
• Moat
• Management
• Financials
• Price

The analysis concludes with a 'Fail' verdict due to the lack of a margin of safety for Texas Instruments, despite its strong underlying business quality. This contrasts with some AI ETFs like AMOM, QRFT, and AIEQ that are currently holding the stock. However, the PQUS AI ETF has recently shown a consistent trend of decreasing its weight in TXN, which aligns with the framework's finding that the current price is unattractive.

Alphabet Inc.

• Competence
• Moat
• Management
• Financials
• Price

The recent AI ETF activity shows mixed signals, with AIEQ experiencing large increases followed by minor decreases, and PQUS showing a consistent decreasing trend. This recent net trimming by both ETFs aligns somewhat with the framework's 'Fail' verdict on valuation, as it suggests the AI funds may also be finding the current price less compelling for accumulation.

MICROSOFT CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are actively holding Microsoft in their portfolios, with some funds showing recent accumulation and others a slight decrease in weight, indicating a mixed but overall bullish sentiment. This contrasts with a Buffett-style framework verdict which, while recognizing Microsoft's superior business quality, concludes that its current market valuation does not offer a sufficient margin of safety for investment.

SEAGATE TECHNOLOGY

• Competence
• Moat
• Management
• Financials
• Price

The framework's verdict for Seagate is 'Fail' primarily due to concerns about financial health and a clear absence of a margin of safety at its current valuation. AI ETFs show mixed activity, with some recent weight increases from PQUS and AIEQ, but also significant weight decreases from AMOM and QRFT, indicating a lack of uniform conviction or differing investment horizons compared to a value-investing approach.

EQUINIX INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs show accumulation trends, with AIEQ making a new entry and PQUS increasing its weight, suggesting a bullish sentiment from these funds. This contrasts with the 'Fail' verdict derived from a Buffett-style analysis, which flags significant concerns regarding financial health and valuation, irrespective of the company's strong business fundamentals.

MCDONALD'S CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs PQUS and AIEQ show a clear trend of decreasing their weight or making large negative changes in their McDonald's holdings. This activity aligns with the framework's "Fail" verdict, as the analysis indicates the company does not meet all the necessary criteria for a Buffett-style investment at the current time.

Intuitive Surgical, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETF PQUS shows a consistent trend of decreasing its weight in Intuitive Surgical, signaling a reduction in its holding. This selling activity aligns with the framework's 'Fail' verdict, which finds the current valuation unattractive despite the company's strong business fundamentals.

BERKSHIRE HATHAWAY B

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, PQUS and AIEQ, have shown a recent trend of decreasing their weight in Berkshire Hathaway, while LQAI exited its position entirely. This aligns with our 'Fail' verdict, suggesting that the current valuation might not offer a compelling entry point for these AI-managed funds based on their underlying algorithms.

FASTENAL CO

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, AIEQ and LQAI, currently hold Fastenal but have shown recent trends of decreasing their weight in the company. This recent selling trend by the AI ETFs aligns with the framework's finding that Fastenal currently lacks a margin of safety at its elevated valuation, suggesting the price may be too high.

General Mills, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ recently showed a notable increase in its allocation to General Mills, indicating an accumulation or holding strategy, though with a slight decrease trend more recently. This contrasts with the framework's 'Fail' verdict, which identifies significant financial health issues and an absence of a clear margin of safety for the company.

International Flavors & Fragran

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently initiated a new position but has subsequently shown a consistent trend of decreasing its weight in International Flavors & Fragrances. This recent AI ETF activity aligns with the framework's 'Fail' verdict, which suggests the company does not meet investment criteria due to financial health and valuation concerns.

WEST PHARMACEUTICAL SERVICES INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has recently shown interest in West Pharmaceutical Services, making a new entry and increasing its weight before a slight reduction from its peak. This activity contrasts with the value-investing framework's 'Fail' verdict, which is primarily driven by an inability to fully assess the company's financial health and the lack of a margin of safety at its current high valuation.

Universal Health Services, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently entered Universal Health Services, increased its position, and then saw a slight decrease in weight, indicating initial positive sentiment followed by some re-evaluation. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the inability to confirm key financial health and management criteria from the limited data provided, suggesting the AI may use different evaluation parameters or access more comprehensive information.

YUM! BRANDS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and LQAI show recent interest in YUM, with LQAI initiating a new position and AIEQ maintaining a significant holding despite some recent weight decrease trends. This activity suggests the AI ETFs see potential value or momentum, which contrasts with this framework's 'Fail' verdict due to financial health and valuation concerns.

UNITED RENTALS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed signals, with PQUS accumulating shares while LQAI and AIEQ have recently exited their positions. This mixed activity contrasts with the clear 'Fail' verdict from the Buffett-style framework, primarily driven by significant concerns over the company's financial health. While some AI funds may be weighing other factors, the framework's emphasis on predictable fundamentals and manageable debt highlights risks that may be overlooked by certain algorithmic strategies.

AGILENT TECHNOLOGIES INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIVL and AIEQ have shown recent accumulation and new entry into Agilent Technologies, signaling a positive outlook. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the lack of a margin of safety and incomplete financial health data.

APPLE INC

• Competence
• Moat
• Management
• Financials
• Price

This value-investing framework concludes a 'Fail' due to Apple's high valuation, indicating a lack of margin of safety. In contrast, several AI ETFs are holding substantial positions, with some showing recent accumulation trends or new entries, suggesting they perceive value or strong momentum despite the premium pricing.

AIRBNB, INC. CLASS A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIVL are currently accumulating Airbnb shares, indicating a positive outlook. This contrasts with the framework's verdict of 'Fail,' which is driven by the lack of historical financial data to assess long-term health metrics and the absence of a discernible margin of safety at the current price.

ABBOTT LABORATORIES

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF activity for Abbott Laboratories is mixed, with AIVL showing a new entry and notable weighting, while PQUS has exited and AIEQ exhibits a recent decreasing trend. This mixed signal from the AI ETFs contrasts with the framework's 'Fail' verdict, which identifies concerns around financial health and a lack of a clear margin of safety at the current price.

ADOBE INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity, with BUZZ exhibiting both gradual accumulation and a recent weight decrease trend, while other funds hold minor positions. This fluctuating or minor interest by the AI ETFs somewhat aligns with the framework's cautious "Fail" verdict, which arises from significant unaddressed financial and management uncertainties.

ARCHER-DANIELS-MIDLAND CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs, specifically AIVI, show a recent trend of gradual accumulation in ADM, suggesting a positive outlook. This activity stands in stark contrast to the framework's 'Fail' verdict, which identifies significant financial performance issues and a lack of margin of safety.

Automatic Data Processing, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically AIVL, show mixed signals with recent minor increases in weight while holding ADP, suggesting an ongoing interest or re-evaluation. This contrasts with a Buffett-style assessment, which finds the current valuation lacking a margin of safety despite the company's quality, leading to a 'Fail' verdict.

AMERICAN ELECTRIC POWER

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ has recently exited AMERICAN ELECTRIC POWER, reducing its weight to zero. This action aligns with the framework's 'Fail' verdict, suggesting the AI's assessment of the company's investment merits, potentially related to its financial health or valuation, also led to a divestment decision.

AES CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETF activity shows a mixed signal, with QRFT holding a minimal stake while PQUS has recently exited its position. This framework's 'Fail' verdict, driven primarily by insufficient data for a confident assessment of management, financial health, and valuation, indicates a higher bar for conviction than what might be informing some AI ETF decisions.

AMERICAN INTL GROUP INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are showing a clear negative sentiment towards AIG, with both AIEQ and PQUS decreasing their positions or exiting entirely. This selling trend by the AI ETFs aligns with the framework's 'Fail' verdict, suggesting a shared perspective on AIG as an unattractive investment at this time.

AKAMAI TECHNOLOGIES INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs AIEQ and AMOM are showing a weight decrease trend, indicating a move towards selling or reducing their holdings in AKAM. This observed action aligns with the 'Fail' verdict from the Buffett-style framework, as both approaches suggest Akamai is not currently an attractive investment due to financial health and valuation concerns.

ALIGN TECHNOLOGY INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ's recent exit from Align Technology on 2026-07-01 aligns with this analysis's "Fail" verdict. This suggests the AI's algorithm may also be factoring in concerns about the company's valuation or financial health.

AMGEN INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ is exiting its position in Amgen, aligning with this value investing framework's 'Fail' verdict due to financial health and valuation concerns. However, QRFT is increasing its weight and PQUS is holding, indicating mixed signals from the AI ETFs that diverge from the framework's assessment.

AMERIPRISE FINANCIAL INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, particularly AIEQ with its new entry, show some interest in Ameriprise Financial, implying they see a favorable outlook. This contrasts with the framework's 'Fail' verdict, which is driven by a lack of sufficient historical financial data and intrinsic value estimates required to confirm the company meets all investment criteria.

American Tower Corporation (REI

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ recently exited its position in American Tower, which aligns with the framework's 'Fail' verdict. Both analyses suggest that AMT does not currently present an attractive investment opportunity.

AMAZON.COM INC

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs (QRFT, AIVL, BUZZ, LQAI) are showing signs of accumulation or new entry into Amazon, suggesting a positive outlook. This contrasts with the value-investing framework's verdict of 'Fail,' which is primarily driven by the absence of a margin of safety at the current valuation.

Aon plc

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has recently increased its weight and made Aon a new entry, indicating an accumulating trend. This action contrasts with a Buffett-style framework's 'Fail' verdict, primarily due to the lack of a sufficient margin of safety at the current price, despite the company's strong business quality.

Air Products and Chemicals, Inc

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has initiated a new position in Air Products, indicating a buy signal. This action contrasts with the framework's verdict of "Fail," which is primarily driven by the absence of a discernible margin of safety at current valuation levels.

AMPHENOL CORP A

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF (AIEQ) recently exited its position in Amphenol, aligning with the framework's 'Fail' verdict due to the lack of a margin of safety at current valuation levels. However, another AI ETF (QRFT) still holds a minor position, suggesting mixed views among AI-managed portfolios regarding its continued value.

American Water Works Company, I

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ's decision to exit American Water Works aligns with the framework's 'Fail' verdict. The AI's move to liquidate its position is consistent with the framework's concerns about the company's financial health and lack of a margin of safety.

AMERICAN EXPRESS CO

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs PQUS and QRFT currently hold American Express, with QRFT exhibiting a recent minor weight decrease trend. This activity somewhat aligns with the 'Fail' verdict on valuation, as neither AI is demonstrating strong conviction to aggressively accumulate shares at current prices.

CARDINAL HEALTH INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, particularly AIEQ, show a consistent trend of gradual accumulation and increasing weight in Cardinal Health, suggesting a positive outlook or perceived value by the AI algorithms. This contrasts with the framework's 'Fail' verdict, which is driven by a lack of sufficient historical data to confirm robust financial health over time and the absence of a discernible margin of safety at current valuation multiples.

M&T Bank Corporation

• Competence
• Moat
• Management
• Financials
• Price

AIEQ is actively increasing its weight in M&T Bank, signaling a bullish outlook for the company with a recent accumulation trend. This contrasts directly with the framework's 'Fail' verdict, which advises against investment due to concerns about the company's financial health and lack of an adequate margin of safety.

INSULET CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ is showing a weight increase trend for Insulet Corp, indicating a positive view and accumulation of shares. This action directly contrasts with the framework's 'Fail' verdict, which is primarily driven by a lack of complete financial health data and the absence of a clear margin of safety at the current valuation.

UNION PACIFIC CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and AIVL are showing a recent trend of increasing their weight in UNION PACIFIC, indicating a positive sentiment or expectation for future performance. This contrasts with the value-investing framework's 'Fail' verdict, which primarily flags the current rich valuation and lack of a margin of safety despite the company's strong underlying business quality.

KEURIG DR PEPPER INC

• Competence
• Moat
• Management
• Financials
• Price

Both AIEQ and LQAI AI ETFs have shown recent weight increases in Keurig Dr Pepper, indicating an accumulating or bullish sentiment from these funds. This contrasts sharply with the framework's 'Fail' verdict, which identifies significant concerns regarding the company's financial health and current valuation.

UNITEDHEALTH GROUP INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are generally accumulating UnitedHealth Group, with multiple funds showing recent weight increases, suggesting a positive outlook or momentum play. This contrasts with the value-investing framework's 'Fail' verdict, which identifies concerns regarding the company's financial health data and the absence of a margin of safety at current prices.

VERIZON COMMUNICATIONS INC

• Competence
• Moat
• Management
• Financials
• Price

The framework's verdict is 'Fail' for Verizon due to insufficient data to fully assess key financial health and margin of safety criteria. This contrasts with the mixed signals from AI ETFs, where PQUS shows an increasing weight trend, while LQAI and QRFT show decreasing trends, indicating varying machine-driven outlooks.

CHIPOTLE MEXICAN GRILL INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is increasing its weight in Chipotle, signaling a positive outlook and accumulation of the stock. This move contrasts with the value-investing framework's verdict, which identifies significant concerns regarding the company's financial health data and current valuation.

CME GROUP INC A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are showing a consistent trend of decreasing weight in CME Group, signaling a reduction in exposure. This observed activity aligns with the framework's 'Fail' verdict, particularly given the absence of a clear margin of safety at the current price.

Danaher Corporation

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically AIVL and PQUS, have recently shown trends of increasing their weight in Danaher. This activity contrasts with the framework's verdict of "Fail," which identifies concerns regarding the company's financial health and current valuation, suggesting the stock does not currently offer a margin of safety. The AI's accumulation trend therefore appears to diverge from a strict value-investing assessment.

ANALOG DEVICES INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, specifically PQUS and QRFT, have shown recent weight increase trends in Analog Devices, indicating an accumulating or positive stance. This contrasts with the Buffett-style analysis which yields a 'Fail' verdict due to concerns about financial health and the lack of a margin of safety.

ILLINOIS TOOL WORKS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is showing an accumulating trend for ITW, which directly contrasts with this value-investing framework's "Fail" verdict. This framework identifies concerns with the company's financial health and valuation, whereas the AI's action indicates a positive sentiment or expectation of future performance.

Home Depot, Inc. (The)

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS shows a recent trend of increasing its weight in Home Depot, signaling a positive outlook or accumulation. This contrasts with the framework's 'Fail' verdict, which is primarily driven by concerns regarding the sustainability of financial health and the current valuation's lack of a margin of safety.

AUTODESK INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like PQUS have recently initiated positions or hold Autodesk, suggesting a positive outlook on the company. However, a Buffett-style analysis concludes a 'Fail' verdict, primarily due to the lack of a defensible margin of safety at current valuations and incomplete data to confirm robust financial health.

PTC Inc.

• Competence
• Moat
• Management
• Financials
• Price

The PQUS AI ETF recently initiated a new position in PTC Inc., suggesting a positive outlook from the AI system. This contrasts with the 'Fail' verdict from the value-investing framework, which was unable to confirm critical aspects of financial health and margin of safety due to data limitations.

MOTOROLA SOLUTIONS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS made a new entry into Motorola Solutions, suggesting it perceives an attractive investment opportunity. However, a Buffett-style framework leads to a 'Fail' verdict, primarily due to the current high valuation which offers no margin of safety.

CHARLES SCHWAB CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS recently exited its position in Charles Schwab, showing no current holdings among tracked AI ETFs. This action aligns with the framework's 'Fail' verdict, as critical financial data was insufficient to confirm the company's health, suggesting a cautious stance is warranted.

DOLLAR GENERAL CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIVI has been consistently accumulating Dollar General shares, signaling a positive outlook based on its internal models. In contrast, PQUS recently exited its position. The framework's 'Fail' verdict conflicts with AIVI's accumulation trend, as the analyst could not confirm key financial health metrics or a margin of safety.

CATERPILLAR INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are showing a general trend of accumulating Caterpillar shares, with several funds increasing their positions recently. This activity contrasts sharply with a Buffett-style value investing verdict, which finds the company a 'Fail' due to its elevated valuation and insufficient data to confirm its long-term financial health, indicating a lack of margin of safety at current prices.

INTERCONTINENTAL EXCHANGE INC

• Competence
• Moat
• Management
• Financials
• Price

While AI ETFs are holding INTERCONTINENTAL EXCHANGE, recent activity indicates a trend of decreasing weights across multiple funds. This cautious or slightly negative stance from the AIs partially aligns with the framework's "Fail" verdict, which suggests the company does not meet all the stringent value investing criteria.

AT&T INC

• Competence
• Moat
• Management
• Financials
• Price

The recent AI ETF activity shows a general trend of decreasing weights or volatile adjustments, including a significant reduction by LQAI, which aligns with the framework's "Fail" verdict due to financial health concerns. This suggests the AI models may also be identifying risks or a lack of compelling value that prevent long-term accumulation.

SALESFORCE, INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show a consistent trend of decreasing their weight in or exiting Salesforce, indicating a negative or cautious sentiment. This aligns with the 'Fail' verdict, which is reached due to the inability to confirm critical aspects of the investment thesis with the available data, particularly regarding financial health and valuation.

INTL BUSINESS MACHINES CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are currently holding IBM, but recent activity shows a consistent trend of decreasing their weight in the company across multiple funds. This downward trend in AI ETF allocations aligns directionally with a 'Fail' verdict from a Buffett-style framework, suggesting a cautious or negative sentiment regarding the company's investment merits.

ACCENTURE PLC A

• Competence
• Moat
• Management
• Financials
• Price

AI ETF PQUS shows a clear weight decrease trend for Accenture, indicating a negative or cautious sentiment. This action aligns with our framework's 'Fail' verdict, as both signals suggest the company does not currently meet all stringent investment criteria, albeit for different reasons.

COSTCO WHOLESALE CORP

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, such as PQUS, show an increasing trend in their Costco holdings, suggesting a positive outlook, while others like AIEQ are decreasing their weight. This contrasts with the 'Fail' verdict derived from this framework, which is primarily driven by valuation concerns and insufficient financial data for a comprehensive assessment.

KINDER MORGAN INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed signals for KMI, with AIVL and PQUS indicating accumulation and increasing weight, while LQAI shows a significant weight decrease. This contrasts with the framework's overall 'Fail' verdict, suggesting the AI models may have different criteria or a more optimistic view regarding KMI's financial health and valuation than a traditional value-investing approach.

RTX CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS, BUZZ, and QRFT have recently shown an increasing trend in their weight for RTX, indicating an accumulating or bullish stance. In contrast, AIVL shows a slight decrease. This AI ETF activity conflicts with the framework's verdict, which concludes a 'Fail' due to concerns over financial health and the absence of a margin of safety at current prices.

WALMART INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals regarding Walmart, with LQAI recently establishing and increasing its position while AIEQ and PQUS exhibit a trend of decreasing their weight. This framework's "Fail" verdict, driven by valuation concerns and incomplete financial data for a thorough health assessment, contrasts with LQAI's accumulation but aligns more closely with the cautious stance seen in AIEQ and PQUS.

BANK OF AMERICA CORP

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs, notably AIVL, PQUS, and QRFT, have shown recent accumulation trends for Bank of America, suggesting a positive outlook. This activity contrasts with the value-investing framework's 'Fail' verdict, which identifies concerns around the company's financial health, specifically its ROE, and the lack of a clear margin of safety at the current price. While one AI ETF, LQAI, indicates a decrease, the predominant smart-money signal is accumulation, diverging from this conservative fundamental analysis.

O'REILLY AUTOMOTIVE INC

• Competence
• Moat
• Management
• Financials
• Price

Both PQUS and AIEQ currently hold O'Reilly Automotive, suggesting they find it an attractive investment, although PQUS has shown a recent slight decrease in weight. This contrasts with our framework's 'Fail' verdict, which is driven by concerns over potential undue leverage and a lack of margin of safety at the current valuation.

INTUIT INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are showing a cautious stance towards Intuit, with PQUS exhibiting a weight decrease trend and LQAI exiting its position. This activity aligns with a Buffett-style assessment that results in a 'Fail' verdict, primarily due to the inability to identify a compelling margin of safety at the current valuation.

WELLS FARGO & CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETF signals are mixed for Wells Fargo; while PQUS shows a decreasing weight trend, AIVL is gradually accumulating and LQAI has recently entered. This contrasts with the framework's 'Fail' verdict, which is driven by fundamental concerns regarding management integrity and financial health metrics, issues that quantitative AI models may interpret differently.

MONSTER BEVERAGE CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity: PQUS maintains a holding with minor recent fluctuations, while LQAI has exited its position. This contrasts with a Buffett-style 'Fail' verdict, which primarily stems from the lack of a margin of safety at current valuation multiples. The AI's decisions may reflect differing priorities such as growth momentum over conservative pricing.

CAPITAL ONE FINANCIAL CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS has shown mixed signals recently, including periods of accumulation and a slight decrease, which contrasts with a 'Fail' verdict based on a Buffett-style framework. This framework identifies significant concerns regarding Capital One's financial health and the lack of a clear margin of safety, suggesting the AI's current positioning might overlook these fundamental issues.

MOODY'S CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity for Moody's, with PQUS exhibiting both increasing and decreasing weight trends, while AIVL shows an increasing trend. This mixed accumulation by some AI ETFs contrasts with a Buffett-style framework's 'Fail' verdict, which is largely driven by a lack of demonstrable financial consistency over time and a high current valuation.

PARKER HANNIFIN CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and QRFT currently hold Parker Hannifin, with PQUS showing an increasing weight trend, suggesting a positive outlook. This accumulation contrasts with the value-investing framework's 'Fail' verdict, which indicates the current price offers no margin of safety.

ALTRIA GROUP INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETF activity for Altria Group is mixed, with AIVL showing a recent decreasing trend in holdings, while PQUS and QRFT are gradually accumulating shares. This analysis's 'Fail' verdict, driven by insufficient financial data to confirm health, aligns partially with AIVL's cautious stance but contrasts with the other AI ETFs increasing their positions.

QUALCOMM INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show a recent trend of decreasing their weight in QUALCOMM, with several instances of reduction across BUZZ, QRFT, and LQAI. This activity broadly aligns with the value-investing framework's "Fail" verdict, which primarily stems from the lack of a sufficient margin of safety at the current price. It suggests that the AI algorithms may also find the current valuation less compelling or are reallocating capital to more attractive opportunities.

SERVICENOW INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity with ServiceNow, including periods of accumulation by BUZZ but also recent decrease trends and an exit by LQAI. This analysis concludes a 'Fail' due to the lack of a margin of safety, which aligns more closely with the recent reduction or exit trends observed in some AI ETF holdings.

Smurfit Westrock PLC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF, AIEQ, is showing a consistent weight increase trend in Smurfit Westrock PLC, accumulating shares and indicating a bullish outlook. This action starkly contrasts with a Buffett-style value framework, which identifies significant concerns regarding the company's financial health and current valuation, leading to a 'Fail' verdict.

VERTIV HOLDINGS CO-A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like PQUS are currently holding Vertiv and recently showed a slight accumulation trend, suggesting they perceive value or momentum at current levels. This directly contrasts with the value investing verdict, which deems the company a 'Fail' due to significant valuation concerns and incomplete financial transparency at its current price.

QUANTA SERVICES INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, notably AIEQ and AMOM, have shown accumulation and increasing weight trends in Quanta Services. This contrasts with the framework's "Fail" verdict, which indicates concerns regarding the company's financial health and a lack of margin of safety at its current high valuation.

ORACLE CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show a clear recent trend of decreasing their weight in ORCL across multiple funds, indicating a move away from the stock. This aligns with the 'Fail' verdict derived from the Buffett-style framework, primarily due to the lack of a margin of safety at Oracle's current elevated valuation multiples.

Cboe Global Markets, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ is currently holding CBOE, with recent activity showing minor fluctuations including a slight weight decrease trend. This contrasts with a Buffett-style assessment, which concludes a 'Fail' due to the lack of a sufficient margin of safety at current valuation multiples, suggesting it may not be an attractive purchase.

WABTEC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ recently initiated a new position in WABTEC, suggesting its algorithms perceive an attractive investment. This contrasts with the framework's "Fail" verdict, primarily due to concerns about the company's financial health and the lack of a margin of safety at current valuation levels.

TRANSDIGM GROUP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs AIEQ, PQUS, and AIVL are currently holding TransDigm Group, with AIEQ making a new entry, indicating an optimistic view on the company. This contrasts sharply with the framework's verdict of 'Fail,' which is based on concerns regarding the company's high leverage and premium valuation.

COCA-COLA CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs present mixed signals for Coca-Cola, with QRFT accumulating and AIEQ making a new entry, while PQUS shows a recent weight decrease trend. This activity contrasts with a Buffett-style framework verdict, which deems the company a 'Fail' due to its current valuation offering no margin of safety.

Broadridge Financial Solutions,

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and AIEQ hold Broadridge, with PQUS showing a recent weight increase trend, suggesting these quantitative strategies view Broadridge as a favorable holding. However, the value investing framework cannot fully endorse this view due to insufficient data on management quality, comprehensive financial health, and a clear margin of safety, leading to a 'Fail' verdict.

REGIONS FINANCIAL CORP

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF, QRFT, holds a small position in Regions Financial, while another, AIEQ, recently exited its position. My analysis, resulting in a 'Fail' verdict primarily due to financial health concerns, aligns more closely with AIEQ's decision to exit, suggesting a similar skepticism regarding the company's investment quality.

Emcor

• Competence
• Moat
• Management
• Financials
• Price

The recent actions by AIEQ, showing a clear trend of decreasing weight and eventual exit from Emcor, align with the framework's "Fail" verdict. This suggests the AI's algorithm also identifies reasons to avoid or divest from the company, potentially due to the high valuation or financial health concerns flagged by the value investing framework.

HUMANA INC

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently initiated a position in Humana, and LQAI showed periods of gradual accumulation before a slight decrease, indicating some AI models perceive value in the company. This activity contrasts with the framework's 'Fail' verdict, which is primarily driven by concerns over Humana's low return on equity and the absence of a clear margin of safety at its current valuation.

STARBUCKS CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ recently exited its position in Starbucks, a move that aligns with this framework's 'Fail' verdict primarily due to the lack of a margin of safety and insufficient financial health data. Conversely, QRFT maintains a small holding, suggesting a different investment thesis that tolerates the current valuation or factors in other growth aspects not central to a strict value-investing approach.

THE WILLIAMS COMPANIES INC

• Competence
• Moat
• Management
• Financials
• Price

The framework's 'Fail' verdict, driven by significant concerns over financial health and an absence of a margin of safety, contrasts with QRFT's current holding of Williams Cos Inc. However, the recent exits by AI ETFs AIEQ and PQUS align with the framework's cautious stance regarding the company's valuation and underlying financial metrics at its current price.

PEPSICO INC

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently exited PepsiCo, aligning with this framework's 'Fail' verdict primarily due to the lack of a margin of safety. The AI's decision to liquidate its position suggests it perceives the stock as currently overvalued or believes better investment opportunities are available.

KENVUE INC.

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently made a new entry into Kenvue, indicating a positive signal from that AI, while LQAI showed a recent trend of decreasing its weight after a slight increase. This mixed AI sentiment contrasts with the framework's overall 'Fail' verdict, which is primarily driven by the inability to confirm critical financial health metrics and valuation.

RAYMOND JAMES FINANCIAL INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ are initiating a new position in Raymond James Financial, indicating a positive outlook and accumulation of shares. This contrasts with a Buffett-style framework verdict of 'Fail,' primarily due to the inability to thoroughly assess the company's long-term financial health with available data.

VERALTO CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, AIEQ and PQUS, have recently exited Veralto, indicating a bearish or neutral sentiment as the company is not currently held by any tracked AI ETF. This aligns with the framework's 'Fail' verdict, as the inability to sufficiently assess management, financial health, and margin of safety prevents a conclusive positive investment case, similar to an investor choosing not to hold the stock.

EVEREST GROUP LTD

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF, QRFT, holds a small position in Everest Group, while another, AIEQ, recently exited its position. This mixed AI sentiment contrasts with the framework's clear 'Fail' verdict, which is primarily driven by the company not meeting strict financial health criteria despite potentially favorable valuation metrics.

AFLAC INC

• Competence
• Moat
• Management
• Financials
• Price

The framework's 'Fail' verdict, driven by insufficient data to confirm key stages like management, full financial health, and margin of safety, contrasts with the mixed signals from AI ETFs. LQAI initiated a new entry, and other AI ETFs like AIEQ, PQUS, and QRFT hold positions, with AIEQ showing recent minor fluctuations in weight rather than a clear exit.

WORKDAY INC-CLASS A

• Competence
• Moat
• Management
• Financials
• Price

The PQUS AI ETF displayed fluctuating activity, showing a weight increase trend followed by a decrease trend within days. This contrasts with the framework's verdict of 'Fail' because a Buffett-style analysis cannot affirm the investment merits due to insufficient data for key stages like management, financial health, and margin of safety.

Leidos Holdings, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is decreasing its weight in Leidos, which aligns with the framework's 'Fail' verdict stemming from insufficient data to confirm robust, long-term financial health and valuation. This signals a potential lack of conviction, mirroring the analytical challenges faced here.

MCKESSON CORP

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs, specifically AIEQ and PQUS, have shown recent positive activity, either increasing weight or initiating new positions in McKesson Corp, while AMOM exited. This contrasts with the framework's "Fail" verdict, which stems from insufficient data to confirm the company's long-term financial health and establish a margin of safety for a value investment.

OLD DOMINION FREIGHT LINE INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed to slightly positive activity, with QRFT initiating a new position and AIEQ experiencing recent fluctuations but a net increase in weight over the recent period. This accumulation by AI ETFs contrasts with the value investing framework's 'Fail' verdict, which is primarily driven by valuation concerns and insufficient historical financial data to meet strict criteria.

REPUBLIC SERVICES INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals for Republic Services, with AIEQ indicating an accumulating trend through recent weight increases, while QRFT has exited its position. This mixed AI sentiment conflicts with a Buffett-style 'Fail' verdict, which is driven by high valuation multiples and insufficient data to fully assess financial health, precluding an investment based on a margin of safety.

CHUBB LIMITED

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, AIEQ, QRFT, and PQUS, currently hold CHUBB, with AIEQ showing recent fluctuations in its weight, including both increases and decreases. This active engagement by the AI ETFs suggests they find CHUBB investable and are adjusting positions based on their algorithms, which contrasts with the framework's 'Fail' verdict due to insufficient data for a complete financial and valuation assessment.

ZEBRA TECHNOLOGIES CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

The analysis yields a 'Fail' verdict for ZBRA, primarily due to financial health and margin of safety concerns, which contrasts with AIEQ's recent trend of increasing its position in the stock. Conversely, QRFT's recent exit aligns with the framework's cautious stance on the company at its current valuation and profitability levels.

SHERWIN-WILLIAMS CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and QRFT have recently exited their positions in Sherwin-Williams, and AIVL shows a consistent weight decrease trend. This aligns with the 'Fail' verdict, suggesting that the AI strategies may also be reacting to the company's stretched valuation or other underlying concerns that prevent it from being a compelling investment.

IQVIA HOLDINGS INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and QRFT have both recently exited IQVIA, signaling a cautious or bearish stance from these algorithms. This action aligns with the framework's 'Fail' verdict, as insufficient data prevents a confident endorsement of the company against all stringent value investing criteria.

BLACKROCK INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals, with PQUS exiting BlackRock while QRFT made a new entry. The framework's 'Fail' verdict, driven by valuation and financial health concerns, aligns with PQUS's exit but conflicts with QRFT's recent entry into the stock.

BOOKING HOLDINGS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed sentiment toward Booking Holdings, with PQUS making a new entry, AIEQ maintaining a holding, and QRFT showing a decreasing trend in its weight. This contrasts with the framework's inability to provide a conclusive "Pass" verdict due to insufficient data for a full assessment of management, financial health, and margin of safety, suggesting the AIs are making decisions with information not available for this analysis.

BLACKSTONE INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS recently exited its position in Blackstone, aligning with this framework's 'Fail' verdict. The primary driver for the 'Fail' verdict is the lack of a margin of safety, suggesting the AI's action may reflect similar valuation concerns.

NEXTERA ENERGY INC

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF, PQUS, recently initiated a new position in NextEra Energy, suggesting a positive outlook. Conversely, QRFT has been decreasing its weight, indicating a more cautious stance. The value-investing framework's 'Fail' verdict primarily due to financial health and valuation concerns aligns with QRFT's caution but conflicts with PQUS's entry.

STERIS plc (Ireland)

• Competence
• Moat
• Management
• Financials
• Price

While one AI ETF (PQNT) holds a small position in STERIS, another (PQUS) recently exited, indicating mixed sentiment. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the lack of a sufficient margin of safety at the current price.

Lululemon Athletica Inc

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF activity for Lululemon is mixed, with PQUS initiating a new, albeit small, position while BUZZ shows a consistent trend of decreasing its weight. This contrasts with the framework's 'Fail' verdict, which arises from insufficient data to confidently assess key stages like management, financial health, and margin of safety. While AI models might rely on different signals, this analysis indicates a lack of the comprehensive fundamental information required for a Buffett-style investment.

HCA HEALTHCARE INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs recently exited HCA, which aligns with the framework's inability to provide a conclusive "Pass" verdict. While HCA passes initial checks for business predictability and economic moat, the lack of sufficient data prevented a full assessment of management, financial health, and margin of safety. This suggests a cautious stance when key information for a comprehensive value assessment is unavailable.

THE KRAFT HEINZ COMPANY

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and LQAI show recent activity indicating accumulation and increasing weight in KHC, suggesting their algorithms perceive an opportunity. In contrast, the Buffett-style framework leads to a 'Fail' verdict, primarily due to KHC's poor financial health metrics, creating a significant disagreement between the AI's recent actions and this fundamental analysis.

PROCTER & GAMBLE

• Competence
• Moat
• Management
• Financials
• Price

Recent AI ETF activity shows AIVL and AIEQ trending towards weight decreases, and QRFT completely exited its position in Procter & Gamble. This aligns with the value-investing framework's 'Fail' verdict, as the AI funds appear to be reducing or eliminating exposure, possibly also perceiving a lack of compelling value at current prices.

TEXTRON INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs have shown mixed activity with some accumulation followed by recent weight decrease trends across AIEQ and AIVL, indicating a possible re-evaluation. This cautious movement somewhat aligns with a Buffett-style "Fail" verdict, primarily driven by Textron's financial health, which suggests the company does not meet the criteria for strong, consistent returns. However, the initial accumulation by some AI ETFs suggests these models perceived value that a strict framework analysis, particularly on ROE, would not support.

Roper Technologies, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AIEQ showed a new entry for ROP, suggesting an initial positive view, though both AIEQ and PQNT have shown recent weight decrease trends. This mixed AI activity contrasts with the framework's 'Fail' verdict, which is primarily driven by Roper's insufficient Return on Equity and the inability to establish a clear margin of safety. While AI ETFs perceive some value, a Buffett-style analysis highlights underlying financial performance shortfalls.

L3HARRIS TECHNOLOGIES INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs showed initial accumulation of LHX, with AIVL making sudden large changes and gradual accumulation before a recent decreasing trend. This mixed activity contrasts with the framework's "Fail" verdict, which is driven by financial underperformance and high valuation multiples. The recent decreasing trend from AIVL, however, aligns more with the cautious assessment from a value-investing perspective.

LOEWS CORP

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs are decreasing their positions in Loews Corp, with PQUS exiting completely and AIEQ showing a weight decrease trend. This cautious activity by smart-money signals aligns with the framework's 'Fail' verdict, suggesting a shared lack of strong conviction for Loews Corp as an investment at this time.

TJX COS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically PQUS, show a consistent trend of decreasing their weight in TJX. This activity aligns with the framework's 'Fail' verdict, which is primarily driven by the lack of a sufficient margin of safety at the current valuation.

STRYKER CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF (PQUS) is increasing its weight in Stryker, indicating a positive sentiment, while another (QRFT) recently exited its position. This mixed AI ETF activity contrasts with the value-investing framework's 'Fail' verdict, which is primarily driven by the current premium valuation that leaves no margin of safety.

CINTAS CORP

• Competence
• Moat
• Management
• Financials
• Price

There is a mixed signal from the AI ETFs, with PQUS accumulating a significant position while QRFT recently exited entirely. This mixed AI activity contrasts with the framework's overall 'Fail' verdict, which is primarily driven by the lack of a sufficient margin of safety at current prices.

CORTEVA INC.

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF (PQUS) shows a recent decreasing weight trend for Corteva, which aligns with the framework's 'Fail' verdict based on financial health and margin of safety concerns. While other AI ETFs still hold the stock, the observed selling trend suggests a cautious stance that reflects the identified valuation and profitability issues.

JOHNSON CONTROLS INTERNATION

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS shows a recent trend of decreasing its weight in Johnson Controls, which aligns with the framework's 'Fail' verdict due to significant financial and valuation concerns. While QRFT holds a small position, the overall AI activity, particularly the reduction, suggests caution that resonates with the framework's findings.

VISA INC-CLASS A SHARES

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs PQUS and AIEQ show a recent trend of decreasing their weight in Visa, indicating a less favorable outlook. This aligns with the 'Fail' verdict, which primarily stems from the lack of a sufficient margin of safety at the current valuation, suggesting the AIs might also perceive the price as unattractive.

ROCKWELL AUTOMATION INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically PQUS with its recent weight increase trend, appear to be accumulating Rockwell Automation shares. This action stands in contrast to the value investing framework's 'Fail' verdict, which is primarily driven by the absence of a margin of safety at current valuation levels.

ELECTRONIC ARTS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like LQAI and AIEQ show increasing weight trends in Electronic Arts, indicating accumulation or a positive outlook. This activity directly conflicts with the 'Too Hard' verdict from the Buffett-style framework, which finds the company's long-term predictability insufficient for investment consideration.

SUPER MICRO COMPUTER INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs, specifically AIEQ and BUZZ, are showing a clear trend of decreasing their weight in Super Micro Computer Inc. This cautious or bearish stance from the AI algorithms aligns with our 'Too Hard' verdict, suggesting a shared perception of difficulty in long-term predictability or increasing risk.

GOLDMAN SACHS GROUP INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are currently holding Goldman Sachs with mixed recent activity, showing both minor increases and decreases in weighting across different funds. This contrasts with the framework's verdict, which suggests a value investor would find the company too difficult to analyze due to the unpredictable nature of its core business and would therefore avoid it.

LAM RESEARCH CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity with some decreasing weights (AIEQ, AMOM, QRFT), others increasing (PQUS), and one new entry (LQAI). This framework's verdict of 'Too Hard' contrasts with the AI ETFs' active trading, suggesting they might utilize different, potentially shorter-term, models to assess value in a highly cyclical and technologically dynamic industry.

PAYPAL HOLDINGS INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs (AIEQ, BUZZ, LQAI) show a recent trend of increasing their holdings in PayPal, indicating a positive outlook or accumulation strategy for them. This contrasts sharply with a Buffett-style framework, which finds the company's long-term earning power too unpredictable to confidently analyze, leading to a "Too Hard" verdict despite current valuation metrics.

VALERO ENERGY CORP

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs like AIEQ and AMOM show recent weight increases in Valero, indicating an accumulating trend or positive sentiment, while LQAI recently exited the position. This active engagement or accumulation by AI ETFs contrasts with the framework's 'Too Hard' verdict, which deems the company's long-term earning power too unpredictable for a foundational value assessment.

DOW INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs PQUS, AIEQ, and QRFT currently hold DOW, with PQUS showing a recent trend of decreasing its weight in the company. In contrast, the Buffett-style framework deems DOW 'Too Hard' to analyze due to the fundamental unpredictability of its commodity chemicals business. This suggests a potential misalignment between the AI's current holdings and a long-term, predictable earning power assessment, though PQUS's decreasing weight might reflect an emerging divergence.

DELL TECHNOLOGIES INC - C

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals, initially accumulating Dell shares but recently exhibiting significant weight decreases across several funds and an exit by one ETF. In contrast, the Buffett-style value framework finds Dell's business too unpredictable for reliable long-term analysis, resulting in a 'Too Hard' verdict, which suggests a fundamental difference in investment approach compared to the AI funds' dynamic strategies.

CF INDUSTRIES HOLDINGS INC

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs are holding CF Industries and showing recent accumulation trends, indicating a positive outlook from their algorithms. This stands in clear contrast to the 'Too Hard' verdict from the Buffett-style framework, which emphasizes long-term predictability over current market signals or cyclical opportunities.

PHILLIPS 66

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, AIEQ and PQUS, are currently accumulating PHILLIPS 66, signaling a positive outlook or perceived opportunity. In contrast, a Buffett-style framework finds PHILLIPS 66 'Too Hard' to evaluate due to the fundamental unpredictability of its refining operations' unit economics. This suggests a significant divergence in investment philosophy, with the AI possibly focusing on short-term market dynamics while the value-investing approach prioritizes long-term earnings predictability.

CENTENE CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals regarding Centene, with PQUS and AMOM decreasing their weight in the company, while LQAI recently made a new entry. This contrasts with the framework's assessment that Centene's business model is too unpredictable due to regulatory factors for reliable long-term investment analysis.

PALANTIR TECHNOLOGIES INC. CLASS A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs exhibit mixed activity, with some like QRFT and LQAI accumulating shares while others such as PQUS and BUZZ show decreasing trends, and AIEQ made an exit. This contrasts with the Buffett-style framework's verdict of 'Too Hard,' which indicates that Palantir's business model is too unpredictable for confident long-term valuation, suggesting the AI's models operate on different premises or shorter time horizons.

META PLATFORMS INC

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs, including PQUS, AIEQ, BUZZ, and QRFT, have shown recent trends of accumulating Meta Platforms shares by increasing their portfolio weights, while LQAI has been decreasing its weight. This mixed sentiment, leaning towards accumulation, contrasts with the value-investing framework's 'Too Hard' verdict. The framework finds the company's future cash flows too unpredictable for confident long-term projection, diverging from the AI's current engagement.

NETFLIX INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed activity, with recent weight decrease trends from PQUS, AIEQ, and BUZZ, yet AIEQ also had significant increases earlier in the month. This signals potential algorithmic re-evaluation or divided conviction. In contrast, a Buffett-style framework deems Netflix "Too Hard" to analyze, suggesting that its unpredictable unit economics make it unsuitable for long-term, conviction-based investment, regardless of price fluctuations.

SANDISK CORP.

• Competence
• Moat
• Management
• Financials
• Price

Recent AI ETF activity for SNDK shows a high degree of churn, with both increases and decreases in weighting across multiple funds in rapid succession. This dynamic, trading-oriented approach, often characterized by frequent trend shifts and sudden large changes, contrasts sharply with the framework's conclusion that SNDK is 'Too Hard' to evaluate for long-term, predictable value investment. The AI's short-term focus on price movements appears to diverge from the long-term predictability required by a value-investing approach.

ABBVIE INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed signals, with AIEQ and PQUS generally decreasing their weight in ABBV, while QRFT exhibits some recent increases and decreases. This somewhat aligns with the 'Too Hard' verdict, suggesting a cautious or uncertain stance, rather than a strong conviction buy or sell.

MICRON TECHNOLOGY INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs exhibit highly volatile and mixed activity for Micron, with numerous recent weight increases suggesting a bullish, perhaps momentum-driven, view alongside frequent weight decreases and large rebalances. This contrasts sharply with the value-investing framework's 'Too Hard' verdict, which emphasizes long-term predictability over short-term market dynamics or cyclical upswings. The AI's active trading approach indicates an attempt to navigate a business that a Buffett-style analysis would avoid due to its inherent unpredictability.

TYSON FOODS INC A

• Competence
• Moat
• Management
• Financials
• Price

The AIEQ ETF recently entered a new position in Tyson Foods and has shown fluctuating weight, suggesting the AI finds it an investable opportunity. This stands in direct contrast to our framework's verdict of 'Too Hard,' which indicates the business is too unpredictable for a long-term value assessment.

BROADCOM INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs display mixed activity for Broadcom, with some like BUZZ showing accumulation trends and AIEQ showing recent weight increases, while PQUS and LQAI exhibit recent decreases. This contrasts with a Buffett-style framework's 'Too Hard' verdict, which would advise against investing due to the inherent unpredictability of the business, regardless of short-term price or trend signals.

WESTERN DIGITAL CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity with Western Digital, exhibiting both periods of significant selling and recent accumulation trends, particularly from AIVL, AMOM, and PQUS. This dynamic engagement by AI-managed funds contrasts sharply with a Buffett-style framework's "Too Hard" verdict, which would completely avoid investing in companies within unpredictable industries like data storage. The AI's willingness to actively trade and hold WDC suggests a comfort with volatility and short-term trends that is contrary to the long-term, predictable earning power focus of value investing.

DUPONT DE NEMOURS INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ have recently initiated positions in DuPont and shown active trading interest, indicating a willingness to invest in a company that a Buffett-style framework deems too complex to understand for long-term predictability. The AI's activity suggests it may be applying different criteria or a shorter time horizon compared to the long-term cash flow projection required by this value-investing approach.

INCYTE CORPORATION.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs initially showed interest in Incyte, with AIEQ entering and increasing its weight, but then a recent weight decrease trend emerged. This shifting AI sentiment contrasts with the framework's 'Too Hard' verdict, which suggests avoiding the company altogether due to the fundamental unpredictability of its industry rather than reacting to short-term trends.

CROWDSTRIKE HOLDINGS, INC.

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs (PQUS, BUZZ, AMOM, QRFT) show accumulation or increasing weight trends for CrowdStrike, indicating a belief in future growth or momentum. This contrasts with the 'Too Hard' verdict, which concludes that the company's unpredictable unit economics make it unsuitable for a long-term, projection-based value investment framework.

NVIDIA CORP

• Competence
• Moat
• Management
• Financials
• Price

Many AI ETFs show an increasing weight trend for NVIDIA, indicating a belief in its current momentum and AI-driven growth prospects. This contrasts sharply with a Buffett-style framework's 'Too Hard' verdict, which prioritizes long-term predictability of earning power and declines to invest in businesses where ten-year cash flows cannot be reasonably projected.

ON SEMICONDUCTOR CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals, with AIEQ accumulating a significant position and AMOM holding a smaller one, while LQAI has exited the stock. In contrast, a Buffett-style framework deems ON Semiconductor "Too Hard" to analyze, highlighting a divergence between AI-driven strategies and a fundamental predictability-focused approach.

Carvana Co

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs display mixed and volatile recent activity in Carvana, with AIEQ showing a large initial increase followed by a decreasing trend, while BUZZ registered a slight increase. This active trading by AI funds stands in contrast to the value investing framework's conclusion that Carvana is 'Too Hard' to reliably assess due to its unpredictable long-term unit economics.

TESLA INC

• Competence
• Moat
• Management
• Financials
• Price

The framework deems Tesla 'Too Hard' to evaluate due to its unpredictable long-term unit economics, which contrasts with several AI ETFs like LQAI, QRFT, and at times BUZZ, showing recent gradual accumulation trends. However, the significant weight decrease by AIEQ and mixed signals from PQUS and BUZZ suggest some AI models may share a more cautious outlook on the company's current valuation or future predictability.

ALBEMARLE CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs display mixed signals for ALB, with AMOM showing both decreases and a recent increase in weight, suggesting active short-term trading rather than long-term conviction. This active, fluctuating AI involvement contrasts sharply with the 'Too Hard' verdict from a value-investing framework, which would advise complete avoidance due to the fundamental unpredictability of the business. The AI's actions imply a focus on momentum or tactical allocation, rather than the enduring business quality sought by value investors.

APPLIED MATERIALS INC

• Competence
• Moat
• Management
• Financials
• Price

Multiple AI ETFs, including AMOM, PQUS, QRFT, and AIEQ, are showing recent trends of accumulation and increasing weight in Applied Materials. This contrasts sharply with the Buffett-style framework's verdict that the company is 'Too Hard' to evaluate. The AI's active investment suggests a confidence in the company's future, while the framework flags the long-term predictability of its cash flows as a significant hurdle.

ADVANCED MICRO DEVICES

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs exhibit mixed sentiment towards AMD, with some showing gradual accumulation trends while one recently decreased its weight. This divergence in AI activity contrasts sharply with a value-investing framework's 'Too Hard' verdict, which suggests the company is too complex and unpredictable for reliable long-term projection based on predictable earning power.

ARISTA NETWORKS INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, like QRFT, show recent trends of accumulating Arista Networks, while another, AIEQ, has exited its position. This divergence and the general AI activity of holding or buying contrast with the framework's "Too Hard" verdict, which suggests the company's long-term predictability is insufficient for a value investment thesis.

APA CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs show decreasing weight trends (AMOM) or outright exits (AIEQ) for APA, which aligns with the framework's verdict that the company's inherent unpredictability makes it "Too Hard" to reliably assess. However, AIVI has shown a recent increase trend, suggesting some AI strategies might identify opportunity based on different metrics or shorter-term outlooks.

APOLLO GLOBAL MANAGEMENT INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has shown recent activity, including a significant increase in allocation (+0.3800pp) on 2026-07-01 to 0.6600%, following an earlier decrease trend, indicating recent accumulation. This active investment stance by the AI ETF contrasts with the framework's 'Too Hard' verdict, which stems from the business's inherent unpredictability for long-term cash flow projection.

APPLOVIN CORPORATION CLASS A

• Competence
• Moat
• Management
• Financials
• Price