Buffett-style framework

Alphabet Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs PQUS and AIEQ have recently shown a consistent trend of decreasing their weight in Alphabet. This contrasts with the Buffett-style framework's 'Pass' verdict, which suggests Alphabet meets the criteria for a sound value investment, indicating a divergence in current strategy between the AI models and this analysis.

GLOBE LIFE INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has recently initiated a new position in Globe Life, indicating its algorithm views the company favorably. This action aligns with the value-investing framework's 'Pass' verdict, suggesting a shared positive outlook on GL's investment potential. Both approaches seem to identify the company as an attractive holding at its current valuation.

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.

MICROSOFT CORP

• Competence
• Moat
• Management
• Financials
• Price

Many AI ETFs, including PQUS, AIEQ, AIVL, and LQAI, are showing clear trends of gradual accumulation, suggesting they perceive value or momentum in Microsoft's current price. This contrasts with the Buffett-style analysis verdict of 'Fail,' which is primarily driven by the lack of a sufficient margin of safety at the current valuation, despite the company's outstanding business quality.

SERVICENOW INC.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed signals, with AIEQ indicating a recent increase in weight while BUZZ reflects a decreasing trend, though both continue to hold ServiceNow. This activity contrasts with our 'Fail' verdict, which is driven by financial health concerns and an absence of a margin of safety according to a value-investing framework.

HCA HEALTHCARE INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ currently holds HCA Healthcare, but recent activity shows a trend of decreasing its weight in the company. This cautious stance by the AI ETFs, particularly the recent selling trend, aligns with the framework's 'Fail' verdict, which highlights significant data gaps in assessing the company's financial health and valuation.

GE HEALTHCARE TECHNOLOGIES INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ is showing a recent trend of decreasing its weight in GEHC, indicating a move to reduce exposure to the company. This action aligns with the framework's 'Fail' verdict, as both analyses suggest caution regarding the stock's current investment attractiveness.

ACCENTURE PLC A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, PQUS and LQAI, show recent trends of increasing their holdings in Accenture, indicating a positive sentiment or an accumulation strategy based on their algorithms. In contrast, a Buffett-style value investing framework cannot conclude a "Pass" for ACN due to insufficient data to assess management, full financial health, and a crucial margin of safety.

EQUINIX INC

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF (PQUS) recently exited its position in Equinix, which aligns with this framework's "Fail" verdict primarily driven by concerns over valuation and the ROE metric. However, another AI ETF (QRFT) still holds a minor allocation to EQIX, suggesting some AI models may prioritize its strong business fundamentals and moat despite the high price.

MONSTER BEVERAGE CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and PQUS hold Monster Beverage, suggesting an ongoing belief in its value or momentum, though recent trends show a slight decrease in their allocated weight. This contrasts with a Buffett-style 'Fail' verdict, which suggests avoiding the stock due to the absence of a margin of safety and incomplete data for a robust financial health assessment.

CISCO SYSTEMS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed to positive activity with AMOM increasing its weight and BUZZ making a new entry, indicating an optimistic outlook or a focus on momentum. This contrasts with the framework's "Fail" verdict, which is driven by a lack of margin of safety at the current high valuation, suggesting the AI's actions may not align with a value-oriented approach to price.

ILLINOIS TOOL WORKS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is showing a decreasing weight trend in ILLINOIS TOOL WORKS, which aligns with the framework's "Fail" verdict due to the stock's elevated valuation. This suggests the AI's action is consistent with a value investor's concern about the lack of a sufficient margin of safety at current prices.

CAPITAL ONE FINANCIAL CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is showing a weight decrease trend in Capital One, which aligns with the value investing framework's 'Fail' verdict. This indicates that the AI's recent activity suggests a diminishing conviction or negative outlook on the company, mirroring the framework's concerns about financial health.

JOHNSON & JOHNSON

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like QRFT, PQUS, LQAI, and AIEQ currently hold Johnson & Johnson, suggesting a positive view by their algorithms, with PQUS showing recent minor adjustments in weight. This stance contrasts with a Buffett-style "Fail" verdict, which is primarily driven by the absence of a margin of safety at JNJ's current market valuation, suggesting the price paid may not reflect a conservative estimate of intrinsic value. While the company exhibits strong fundamental qualities, its price negates a conservative investment opportunity for a value investor.

LOWE'S COS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS has shown a recent trend of decreasing its weight in Lowe's. This aligns with the 'Fail' verdict derived from a Buffett-style framework, which highlights concerns about financial health and the absence of a clear margin of safety. Both perspectives suggest a cautious or negative outlook on the stock at its current valuation.

VISA INC-CLASS A SHARES

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS maintains a holding in Visa but recently showed a slight decrease in its weight, which aligns with the framework's "Fail" verdict driven by an insufficient margin of safety at the current valuation. While the AI holds the stock, the recent trend suggests some reservation about the current price, resonating with the framework's conclusion.

THE CIGNA GROUP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and QRFT currently hold Cigna, with PQUS showing a recent trend of decreasing its weight. This contrasts with our 'Fail' verdict, which indicates the company cannot be fully endorsed by the framework due to critical missing information on management, complete financial health, and a quantifiable margin of safety, suggesting AI's rationale for holding (or decreasing) differs from a complete Buffett-style assessment.

AIRBNB, INC. CLASS A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed signals, with some accumulating and one making a new entry, indicating a potentially favorable view among certain algorithms. This contrasts with the framework's "Fail" verdict, driven by insufficient financial history and a lack of margin of safety, suggesting the AI's criteria diverge from a strict value-investing approach.

T-MOBILE US INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS shows a trend of decreasing its weight in T-Mobile, which generally aligns with the framework's 'Fail' verdict. This cautious stance by the AI suggests a lack of compelling value or growth, similar to the framework's inability to identify a clear margin of safety given the available information.

HUNTINGTON BANCSHARES INC.

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs (LQAI, QRFT) currently hold Huntington Bancshares, suggesting perceived value, while another (PQUS) recently exited. This contrasts with our framework's 'Fail' verdict, which is driven by the company's insufficient Return on Equity and lack of a compelling margin of safety under current conditions.

CUMMINS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically PQUS and QRFT, are currently holding Cummins, with PQUS recently establishing a new position. This AI activity, indicating perceived value or momentum, directly contrasts with the framework's 'Fail' verdict, which identifies significant concerns regarding financial health and the absence of a margin of safety.

CoStar Group, Inc.

• Competence
• Moat
• Management
• Financials
• Price

One AI-managed ETF, PQUS, recently exited its position in CoStar Group, which aligns with this framework's 'Fail' verdict due to financial health and valuation concerns. However, AIEQ maintains a small holding, suggesting some AI interest remains despite the identified fundamental issues.

Broadridge Financial Solutions,

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, AIEQ and PQUS, currently hold Broadridge, with AIEQ showing a consistent weight increase trend, suggesting a positive outlook. In contrast, the Buffett-style framework, while recognizing potential business strengths, cannot issue a 'Pass' verdict due to insufficient financial data for a comprehensive assessment of financial health, management quality, and margin of safety.

Cboe Global Markets, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are currently holding Cboe Global Markets and have shown a recent trend of increasing their weight, suggesting a positive outlook or perceived value. This action contrasts with the framework's 'Fail' verdict, which is reached due to the inability to fully assess crucial aspects like management quality, comprehensive financial health, and a margin of safety with the available data.

MASTERCARD INC A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ and PQUS are currently holding Mastercard, with AIEQ even showing a recent positive trend in weight, suggesting they view the company as attractive at its current valuation. This contrasts with the value investing verdict of 'Fail,' which is primarily driven by the absence of a margin of safety despite the company's strong underlying business quality.

TAPESTRY, INC

• Competence
• Moat
• Management
• Financials
• Price

AI-managed ETF PQUS shows a clear trend of decreasing its weight in Tapestry, Inc. This action aligns with a Buffett-style 'Fail' verdict, suggesting a shared cautious outlook on the company. The AI's reduction in exposure is consistent with a valuation and financial health assessment that finds the company unattractive for investment.

RTX CORP

• Competence
• Moat
• Management
• Financials
• Price

Recent AI ETF activity shows a predominant weight decrease trend from PQUS and AIVL, which aligns with the framework's 'Fail' verdict. The framework's concerns about financial health and the lack of a margin of safety suggest that the current price may not justify accumulation, as some AI ETFs have recently demonstrated by reducing their holdings.

CME GROUP INC A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and AIVL show recent trends of accumulation, indicating a positive outlook for CME Group by these algorithms. In contrast, a Buffett-style framework, with the limited data available, cannot confidently pass the company due to critical missing information on financial health and valuation, resulting in a 'Fail' verdict.

Marsh & McLennan Cos Inc

• Competence
• Moat
• Management
• Financials
• Price

AI ETF PQUS is showing a recent trend of increasing its weight in Marsh & McLennan, signaling an accumulation strategy for the stock. This activity contrasts with our framework's 'Fail' verdict, which is primarily driven by valuation concerns and a lack of complete financial and management data to fully confirm long-term investment viability.

AutoZone, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is showing a weight decrease trend for AutoZone, which aligns with the framework's "Fail" verdict primarily due to the current lack of a margin of safety. This suggests that both the value-investing framework and the AI's recent activity indicate the stock is less attractive at its present valuation.

NORTHROP GRUMMAN CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show a negative sentiment towards Northrop Grumman, with AIEQ decreasing its weight and PQUS exiting its position. This activity aligns with the 'Fail' verdict from the value-investing framework, as both indicate a lack of current investment attractiveness.

GENERAL ELECTRIC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs QRFT and PQUS currently hold General Electric, with PQUS recently showing a slight trend of decreasing weight in its portfolio. This reduction by PQUS somewhat aligns with our 'Fail' verdict, which stems from concerns about the company's financial consistency over a decade and its current premium valuation, suggesting the AIs might also be finding less compelling value.

BANK OF AMERICA CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity for Bank of America, with recent weight decrease trends from AIVL and PQUS partially aligning with this framework's 'Fail' verdict due to financial health concerns. However, the ETFs' overall holding and prior accumulation suggest they may apply different valuation models or risk assessments than this framework's strict financial criteria.

PHILIP MORRIS INTERNATIONAL

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIVL are showing gradual accumulation of Philip Morris International shares, indicating a perceived positive outlook or momentum. This contrasts with our framework's 'Fail' verdict, which is primarily due to insufficient financial data to make a confident assessment of long-term health and intrinsic value, rather than a fundamental negative view of the business itself.

SOLVENTUM CORP.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, particularly AIVL, show a clear trend of gradual accumulation and increasing weight in SOLVENTUM, suggesting an algorithmic positive signal. This contrasts with the framework's 'Fail' verdict, which is based on an inability to sufficiently assess critical long-term investment criteria such as management quality, consistent financial health, and a quantifiable margin of safety due to data limitations.

META PLATFORMS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals, with some funds like LQAI, AIEQ, and PQUS exhibiting recent weight increase trends, while others, including BUZZ, also show decreasing trends in their holdings. This mixed activity from AI ETFs suggests they might be prioritizing growth momentum or other metrics, contrasting with the conservative value-investing 'Fail' verdict primarily driven by concerns around management's capital allocation and valuation.

WELLS FARGO & CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals for Wells Fargo; while AIVL recently saw a substantial accumulation, both AIVL and PQUS have shown recent trends of decreasing their weight in the stock. This aligns with the 'Fail' verdict, suggesting a lack of strong conviction that the company meets the criteria for a high-quality, attractively priced investment according to the value investing framework.

Zimmer Biomet Holdings, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIVL has shown a trend of gradual accumulation and increasing weight in Zimmer Biomet, suggesting a bullish sentiment on the company. This action contrasts with the value-investing framework's verdict, which identifies ZBH as a 'Fail' due to its weak financial health and lack of a margin of safety.

Verisk Analytics, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is currently increasing its weight in Verisk Analytics, indicating an accumulating trend. This action contrasts with the framework's "Fail" verdict, which stems from concerns about the company's financial health and a lack of a margin of safety in its current valuation. The AI's approach appears to prioritize factors other than a conservative value assessment at the current price.

MOODY'S CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs such as AIVL and PQUS are currently holding Moody's, with AIVL showing a clear trend of gradual accumulation, signaling a positive outlook. This activity contrasts with our framework's 'Fail' verdict, which is primarily driven by a lack of sufficient data to fully assess management and financial health, and concerns regarding the current valuation's margin of safety.

Automatic Data Processing, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs AIVL and PQUS are holding ADP, with AIVL showing recent gradual accumulation, suggesting a positive outlook. This activity contrasts with the framework's 'Fail' verdict, which is primarily driven by concerns regarding valuation and the inability to fully assess long-term financial health with available data, indicating a potential divergence in investment approach.

Becton, Dickinson and Company

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIVL has been gradually accumulating BDX, signaling a positive outlook or belief in future appreciation. In contrast, the Buffett-style framework leads to a 'Fail' verdict, primarily due to the company's weak financial health and a valuation that offers no margin of safety at its current price. This indicates a direct conflict between the AI's recent accumulation and a value-investing assessment.

ABBOTT LABORATORIES

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs, particularly AIVL, have shown recent gradual accumulation of Abbott Laboratories shares, indicating a positive sentiment and increasing conviction in the stock. This contrasts with the Buffett-style framework's verdict of 'Fail,' which identifies concerns regarding the company's financial health based on available data and its current valuation failing to offer a sufficient margin of safety.

COPART INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIVL has been gradually accumulating Copart, indicating a belief in its value or positive momentum, while PQUS has exited its position. This contrasts with our framework's 'Fail' verdict, which primarily stems from the absence of a discernible margin of safety at current valuation levels and insufficient data to fully assess financial health and management.

NASDAQ INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically AIVL, are showing a consistent trend of gradual accumulation and increasing weight in NASDAQ, signaling a positive outlook on the company. This action contrasts with the framework's "Fail" verdict, which primarily stems from the absence of a sufficient margin of safety at the current high valuation. The AI's investment strategy appears to prioritize other factors over the strict valuation criteria of this value-investing framework.

MEDTRONIC PLC

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIVL has been gradually accumulating Medtronic shares, suggesting its algorithms see a positive outlook or value proposition. This contrasts sharply with the Buffett-style framework's 'Fail' verdict, which identifies significant concerns regarding the company's financial health and the lack of a clear margin of safety at current prices.

APPLE INC

• Competence
• Moat
• Management
• Financials
• Price

Recent AI ETF activity shows mixed signals, with some like PQUS gradually increasing their allocation to Apple, while others such as LQAI, BUZZ, and AIEQ have shown significant weight reductions. This stands in contrast to the value-investing framework's 'Fail' verdict, which primarily stems from Apple's current high valuation that offers no margin of safety.

PARKER HANNIFIN CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically PQUS showing a weight decrease trend and AIEQ having fully exited, align with the framework's 'Fail' verdict. These actions suggest the AI algorithms may also be sensing an unfavorable risk-reward profile or an lack of attractive valuation at current prices, consistent with the identified absence of a margin of safety.

ELI LILLY & CO

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS, BUZZ, and AIEQ are showing a consistent trend of decreasing their weight or making sudden large changes indicating selling or reducing their positions in Eli Lilly. This activity aligns with the framework's 'Fail' verdict, particularly concerning the lack of a margin of safety at current elevated prices. The AI's actions suggest a market view that aligns with an unattractive valuation, despite the company's strong business quality.

Intuitive Surgical, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The recent trend of AI ETFs, specifically PQUS, decreasing their weight in Intuitive Surgical aligns with the value-investing framework's 'Fail' verdict, primarily due to the current lack of a margin of safety. This suggests that even sophisticated algorithms may be cautious about the company's valuation, despite its strong underlying business.

WALMART INC.

• Competence
• Moat
• Management
• Financials
• Price

Several AI ETFs, including PQUS and AIEQ, show recent trends of decreasing their weight in Walmart, with AIEQ experiencing a sudden large reduction. This activity aligns with the framework's 'Fail' verdict, as both suggest a less favorable outlook on the company, particularly concerning its current valuation.

AMAZON.COM INC

• Competence
• Moat
• Management
• Financials
• Price

While some AI ETFs have shown recent gradual accumulation of Amazon shares, several others are exhibiting a weight decrease trend, which aligns with this framework's 'Fail' verdict driven by current valuation. The overall mixed activity suggests varying algorithmic assessments of its value and price, contrasting with a clear 'Fail' on margin of safety.

VERIZON COMMUNICATIONS INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF activity for Verizon is mixed, with PQUS showing an increase in its position while LQAI and AIEQ have recently exited the stock. This mixed sentiment contrasts with the framework's 'Fail' verdict, which stems from concerns about financial health and the inability to confirm key financial criteria, aligning more with the AI funds making recent divestments.

FORTINET INC

• Competence
• Moat
• Management
• Financials
• Price

The recent activity of the AI ETFs, particularly AMOM and AIEQ, shows a consistent trend of decreasing their weight in Fortinet. This recent selling behavior aligns with the framework's "Fail" verdict, suggesting that the AI strategies might also perceive the current valuation as less attractive.

INTERCONTINENTAL EXCHANGE INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, specifically AIEQ and AIVL, have shown recent trends of increasing their weight in Intercontinental Exchange, indicating an accumulating stance. This contrasts with the framework's 'Fail' verdict, which suggests the company is not an attractive investment at current prices due to financial health concerns and a lack of margin of safety.

Church & Dwight Company, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs initially accumulated a substantial position in Church & Dwight, marked by a sudden large increase, and continued with a slight weight increase. However, the most recent activity shows a trend of decreasing their weight, which contrasts with their earlier accumulation and aligns with this framework's 'Fail' verdict primarily due to an insufficient margin of safety.

IRON MOUNTAIN INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, with AMOM making a new entry and PQUS showing a weight increase trend, appear to have a positive outlook on Iron Mountain; however, a Buffett-style analysis suggests a 'Fail' verdict, primarily due to the lack of an adequate margin of safety at current valuation.

CINTAS CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS shows a consistent trend of decreasing its weight in Cintas, indicating a move away from the stock. This action aligns with a Buffett-style assessment, which deems Cintas a "Fail" primarily due to its high valuation and lack of a margin of safety at current price levels. Both analyses suggest the current price does not offer an attractive entry point.

TARGA RESOURCES CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals on TRGP; while some maintain positions, others like AMOM and LQAI have significantly reduced or exited their holdings, which aligns with the framework's cautionary "Fail" verdict based on financial health. This divergence suggests some AI models may be focusing on different metrics or shorter-term trends, contrasting with a long-term value perspective.

TJX COS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and PQUS show recent trends of decreasing weight in TJX, and LQAI has exited its position. This aligns with the 'Fail' verdict, which is primarily driven by an assessment of high valuation multiples that offer no margin of safety.

CVS HEALTH CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ shows a recent trend of increasing its weight in CVS, suggesting an accumulation of the stock. This action contrasts with the framework's 'Fail' verdict, which is driven by CVS Health's insufficient financial health, particularly its low Return on Equity. The AI's move suggests a potential focus on other metrics or a different investment horizon not aligned with this framework's strict profitability criteria.

ROLLINS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs, specifically AIEQ, recently showed a sudden large increase in Rollins' weight, followed by a consistent trend of decreasing that weight. This shift by AIEQ to reduce exposure aligns with the framework's 'Fail' verdict, which indicates that despite the company's quality, its current valuation is too high and lacks a margin of safety.

Tractor Supply Company

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs exhibit mixed signals with PQNT showing small increases while PQUS and AIEQ have exited positions, contrasting with a clear "Fail" verdict from the value-investing framework. This "Fail" is primarily due to concerns about the company's financial health, evidenced by an extremely high EV/EBITDA, and the resulting lack of a margin of safety at the current price. The AI actions do not uniformly align with a conservative valuation perspective.

CATERPILLAR INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are showing a consistent trend of decreasing weight in Caterpillar, with some funds exiting their positions entirely. This aligns with the framework's 'Fail' verdict, suggesting the AI's selling activity may also be driven by concerns about the company's high valuation and potential financial health issues.

SYNOPSYS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and AIEQ currently hold Synopsys, with PQUS exhibiting recent mixed signals of increasing and decreasing its position. This contrasts with a 'Fail' verdict from a Buffett-style framework, which points to financial health and valuation concerns, suggesting the company is not an attractive value investment despite AI interest.

CHIPOTLE MEXICAN GRILL INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed activity, with LQAI making a new entry while PQUS recently decreased its weight after a prior increase trend. This mixed sentiment from the AI ETFs contrasts with the framework's 'Fail' verdict, which indicates the company does not meet all criteria for a sound value investment, particularly concerning financial health and margin of safety.

ALPHABET INC-CL A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs exhibit mixed sentiment towards Alphabet, with some like PQUS and AIEQ showing recent weight decrease trends, while BUZZ and LQAI indicate gradual accumulation. This fragmented AI activity contrasts with the Buffett-style framework verdict of "Fail," which is primarily driven by the inability to fully assess crucial elements such as management quality, comprehensive financial health, and a clear margin of safety due to data limitations.

BUILDERS FIRSTSOURCE

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ has recently entered and is showing an increasing weight trend in Builders FirstSource, indicating a bullish sentiment. This activity stands in stark contrast to a Buffett-style analysis, which concludes a 'Fail' due to concerns over the company's economic moat, very weak financial health, and expensive valuation.

ALTRIA GROUP INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, such as AIEQ, PQUS, and LQAI, have shown recent activity in increasing or initiating positions in Altria, indicating a bullish or neutral short-term outlook. This contrasts with the framework's "Fail" verdict, which identifies fundamental concerns regarding capital allocation, financial health, and margin of safety.

MORGAN STANLEY

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ and PQUS are showing recent weight increases and accumulation trends for Morgan Stanley, suggesting a positive outlook by these algorithms. This contrasts with the Buffett-style framework's 'Fail' verdict, which cannot endorse the investment due to a lack of critical data needed to assess management, financial health, and intrinsic value.

TE CONNECTIVITY PLC

• Competence
• Moat
• Management
• Financials
• Price

AIEQ has demonstrated strong conviction by making a significant new entry and consistently increasing its weight in TE Connectivity, while PQNT has exited its position. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the absence of a clear margin of safety at the current price, despite the company's underlying fundamental strengths. The AI's bullish action may reflect a different valuation approach or a greater emphasis on growth prospects over strict price-to-value discipline.

Roper Technologies, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed but generally bullish signals, with AIVI making a new entry and both AIVL and PQNT showing recent accumulation trends for Roper. This contrasts with the framework's 'Fail' verdict, which is primarily driven by the lack of clear financial consistency against a 10-year benchmark and the absence of a discernible margin of safety at current prices.

AMERICAN EXPRESS CO

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is showing a recent trend of decreasing its weight in American Express. This action aligns with the framework's "Fail" verdict, specifically regarding the lack of a sufficient margin of safety at the current price, suggesting the AI may also view the stock as fully valued.

INTUIT INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS, LQAI, and BUZZ are actively accumulating Intuit shares, with LQAI initiating a new position and others increasing their weight, indicating a positive outlook. This activity stands in contrast to the Buffett-style analysis, which results in a 'Fail' verdict due to unconfirmable financial health metrics and the absence of a clear margin of safety at the current price.

ANALOG DEVICES INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and AMOM have recently shown positive signals, with AMOM having a sudden large weight increase and PQUS trending towards accumulation. This accumulation contrasts sharply with a framework-driven 'Fail' verdict, which suggests the company does not meet core value investing criteria.

SALESFORCE, INC.

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs, like PQUS and BUZZ, show recent trends of increasing their weight in Salesforce, indicating a positive view or accumulation. This contrasts with the framework's "Fail" verdict, which stems from the inability to confirm critical financial health metrics and a margin of safety, suggesting AI models may prioritize different investment signals like recent growth or market position over deep value fundamentals.

EATON CORPORATION PLC

• Competence
• Moat
• Management
• Financials
• Price

While AI ETF QRFT holds a small position in Eaton Corporation PLC, AI ETF AIEQ has indicated an exit from the stock. The analyst's verdict of 'Fail,' primarily driven by concerns over financial health and an exceptionally high valuation, aligns with AIEQ's decision to divest from the company.

BERKSHIRE HATHAWAY B

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ showed a significant reduction in its position, decreasing its weight from over 2% to 0.05% on August 2nd, which aligns with the 'Fail' verdict. In contrast, PQUS has shown a consistent weight increase trend, indicating an accumulation strategy that conflicts with this framework's 'Fail' assessment.

Air Products and Chemicals, Inc

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF, AIEQ, exited its position in Air Products and Chemicals, which aligns with this framework's 'Fail' verdict. The analysis indicates the company currently lacks a sufficient margin of safety, providing a rationale for an exit from a value investing perspective.

ENTERGY CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically AIEQ, recently initiated a position in Entergy Corp, suggesting a positive outlook on the company. This action contrasts with the value-investing framework's 'Fail' verdict, which is primarily driven by concerns regarding the company's financial health and the lack of an adequate margin of safety at its current valuation.

KEURIG DR PEPPER INC

• Competence
• Moat
• Management
• Financials
• Price

Recent AI ETF activity shows some accumulation by LQAI and a new entry by AIEQ into Keurig Dr Pepper. This trend contrasts with the framework's 'Fail' verdict, which is driven by KDP's inadequate financial health and lack of a clear margin of safety at the current price. The AI's criteria for buying may differ significantly from this value-investing approach focused on durable economics and conservative valuations.

Trade Desk Inc/The

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs like BUZZ are showing recent accumulation in The Trade Desk, while AIEQ is decreasing its exposure, indicating mixed sentiment. This contrasts with a Buffett-style analysis which, due to insufficient data for critical financial metrics, management quality, and a definitive valuation, cannot conclude a viable investment and therefore results in a 'Fail' verdict.

Smurfit Westrock PLC

• Competence
• Moat
• Management
• Financials
• Price

AIEQ has recently established a new position in Smurfit Westrock, indicating a positive outlook on the company's prospects. This contrasts sharply with the framework's "Fail" verdict, which identifies significant concerns regarding the company's financial health and current valuation, suggesting the stock does not offer a margin of safety. The AI's bullish stance appears to diverge from a traditional value investing perspective based on fundamental financial metrics.

International Flavors & Fragran

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently completed an exit from IFF, which aligns with this framework's 'Fail' verdict for the company. While there was a preceding minor weight increase trend, the ultimate decision by AIEQ to divest reflects a similar skepticism about IFF's investment merits.

AMEREN CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has made a new entry into Ameren Corp, indicating a bullish signal for the company. This action contrasts with the framework's 'Fail' verdict, which is primarily driven by insufficient financial data to confirm key health metrics and a single-year ROE falling below ideal targets. The AI's decision suggests a different assessment of value or risk than the conservative Buffett-style framework.

L3HARRIS TECHNOLOGIES INC

• Competence
• Moat
• Management
• Financials
• Price

While some AI ETFs still hold L3HARRIS, recent activity shows mixed to negative signals, with AIVL trending towards decreasing its weight and AIEQ having exited its position entirely. This trend of divestment or caution by AI models aligns with the framework's 'Fail' verdict, particularly regarding the concerns over financial health and valuation.

AMERICAN ELECTRIC POWER

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically AIEQ with a new entry and LQAI showing increasing weight, are accumulating AEP, signaling a positive sentiment toward the company. This stands in contrast to the value-investing framework's verdict of "Fail," primarily driven by concerns regarding the company's financial health as evidenced by its ROE. The AI's actions suggest a different investment thesis or risk tolerance compared to a Buffett-style analysis.

GENERAL DYNAMICS

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are acquiring or holding General Dynamics, suggesting a positive outlook. This contrasts with the framework's 'Fail' verdict, primarily driven by concerns about financial stability evidenced by a significant revenue decline and a lack of sufficient historical financial data for a complete assessment.

AXON ENTERPRISE INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and LQAI hold AXON, with AIEQ making a recent new entry, suggesting a positive outlook from their algorithms. However, a Buffett-style analysis concludes a 'Fail' due to the company's low return on equity and extremely stretched valuation, indicating a significant disconnect between the AI's current positive sentiment and a value-investing approach.

CINCINNATI FINANCIAL CORP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ has recently entered into a new position in CINCINNATI FINANCIAL, indicating a positive outlook from the algorithm. This contrasts with the Buffett-style framework's "Fail" verdict, which is driven by the inability to verify critical financial health metrics and other qualitative factors from the limited data provided.

Alliant Energy Corporation

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF, AIEQ, has recently initiated a new position in Alliant Energy, suggesting a positive assessment of the company's prospects. This action directly contrasts with our framework's 'Fail' verdict, which is primarily driven by concerns regarding the company's financial health, specifically its reported Return on Equity.

OTIS WORLDWIDE CORP

• Competence
• Moat
• Management
• Financials
• Price

While two AI ETFs (LQAI, AIVL) show recent accumulation trends for Otis, and one (AIEQ) recently exited, this value investing framework issues a 'Fail' verdict primarily due to the inability to confirm a sufficient margin of safety at the current price. This indicates a divergence where a Buffett-style analysis cannot justify an investment at present, despite the company's strong underlying business quality, contrasting with the accumulating AIs.

Jack Henry & Associates, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETF activity for Jack Henry & Associates is mixed; AIEQ initiated a new position, indicating a belief in its current value. However, AIVL recently exited its position after a period of accumulation and decline, aligning more closely with the framework's 'Fail' verdict due to the absence of a margin of safety.

VICI PROPERTIES INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs, specifically AIEQ and LQAI, are showing positive sentiment towards VICI Properties, with AIEQ initiating a new position and LQAI increasing its holdings. This stands in contrast to the framework's 'Fail' verdict, which primarily stems from a lack of comprehensive financial data to meet the stringent criteria for financial health, management assessment, and margin of safety.

AVALONBAY COMMUNITIES

• Competence
• Moat
• Management
• Financials
• Price

AIEQ recently initiated a new position in AVB, indicating a positive sentiment from that AI ETF. However, a Buffett-style framework leads to a 'Fail' verdict primarily due to the company's financial health and lack of a margin of safety, directly contrasting with the AI's accumulating action.

ALLSTATE CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETF activity for Allstate is mixed, with AIEQ initiating a new position while PQNT shows a decreasing weight trend. This contrasts with the framework's 'Fail' verdict, which indicates the company does not meet all criteria, particularly due to insufficient historical financial health data, despite an attractive current valuation.

Progressive Corporation (The)

• Competence
• Moat
• Management
• Financials
• Price

AI ETF AIEQ shows mixed signals with a recent slight increase in its holding of Progressive, following prior decreases, indicating a current hold with minor accumulation. This contrasts with the 'Fail' verdict under the Buffett-style framework, which is primarily due to insufficient data for a comprehensive assessment of financial health and margin of safety, rather than a definitive negative judgment on the company itself.

APOLLO GLOBAL MANAGEMENT INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity, with AIEQ indicating a recent trend of increasing its weight in Apollo Global Management, while LQAI has seen some decreases. This action of accumulation by AIEQ contrasts with the framework's 'Fail' verdict, which is driven by concerns about the company's financial health and valuation. The AI's apparent positive outlook or holding strategy diverges from a Buffett-style assessment highlighting a lack of fundamental appeal at the current price.

LAS VEGAS SANDS

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF AIEQ shows a recent trend of increasing its weight in Las Vegas Sands, indicating an accumulation strategy. This contrasts with the framework's "Fail" verdict, which is driven by significant data gaps in assessing financial health, management's capital allocation, and ultimately the margin of safety.

Leidos Holdings, Inc.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS is increasing its weight in Leidos Holdings, indicating a positive sentiment or accumulation trend. This action contrasts with the 'Fail' verdict from the value-investing framework, which could not establish financial health or a margin of safety due to insufficient data.

LOCKHEED MARTIN CORPORATION

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs AIEQ and QRFT are accumulating or holding Lockheed Martin, indicating a positive outlook. In contrast, the Buffett-style framework, due to insufficient data for critical stages like financial health and margin of safety, cannot provide a complete endorsement and thus results in a 'Fail' verdict.

AUTODESK INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETF PQUS recently exited its position in Autodesk, which aligns with the framework's 'Fail' verdict. This indicates that at least one smart-money AI strategy does not see the company as a compelling investment at its current valuation. While QRFT holds a small position, the exit suggests a lack of broad AI conviction, particularly in light of the valuation concerns highlighted by the framework.

ONEOK, Inc.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like PQUS are newly entering ONEOK, and AIEQ maintains a holding, suggesting they perceive value or positive signals in the company. This stands in contrast to the Buffett-style framework's 'Fail' verdict, which is driven by significant concerns regarding the company's financial health and elevated leverage indicated by the high EV/EBITDA ratio.

COMFORT SYSTEMS USA INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETF PQUS has exited its position in Comfort Systems USA, which aligns with the framework's 'Fail' verdict. This indicates that both the quantitative AI approach and this value investing framework agree the company is not an attractive investment opportunity at its current valuation.

CONSTELLATION ENERGY CORP.

• Competence
• Moat
• Management
• Financials
• Price

AI ETF PQUS recorded an exit from Constellation Energy, and the company is not currently held by any tracked AI ETFs. This action aligns with a Buffett-style 'Fail' verdict, especially given the concerns about valuation and financial health. The AI's decision to exit or avoid holding suggests a shared cautious outlook.

PNC FINL SERVICES GROUP

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are showing current holdings and recent entry into PNC, indicating a positive view. This contrasts with the framework's "Fail" verdict, which stems from the inability to confirm key financial health and valuation criteria due to insufficient data.

VERTIV HOLDINGS CO

• Competence
• Moat
• Management
• Financials
• Price

The recent activity shows the AI ETF PQUS exiting its position in Vertiv Holdings Co-A, and the company is not currently held by any tracked AI ETF. This action aligns with the framework's 'Fail' verdict, suggesting that AI-driven strategies may also perceive the company as an unsuitable investment based on current information and valuation.

REALTY INCOME CORP

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs show recent accumulation with PQUS entering and LQAI having increased its weight earlier, suggesting a positive view on the company's prospects. However, this framework yields a 'Fail' verdict, primarily due to concerns about financial health and valuation, suggesting a potential disagreement with the AI's current sentiment.

KINDER MORGAN INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like LQAI and PQUS show a general trend of accumulating KMI shares, and AIVL shows mixed but overall increasing weight, suggesting a favorable outlook from these algorithms. This contrasts with the Buffett-style framework's 'Fail' verdict, which primarily stems from KMI's reported financial performance not meeting specific ROE criteria.

COSTCO WHOLESALE CORP

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs (PQUS, QRFT, AIEQ) are currently holding Costco, with PQUS showing a trend of increasing its weight, suggesting confidence in the company's prospects. This contrasts with the Buffett-style framework's 'Fail' verdict, which primarily stems from the lack of a margin of safety at the current high valuation, despite Costco's quality. The exit by BUZZ, however, aligns more with a valuation-sensitive approach.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

SOUTHWEST AIRLINES CO

• Competence
• Moat
• Management
• Financials
• Price

One AI ETF, PQUS, has recently exited Southwest Airlines, reducing its weight to zero, which aligns with the framework's "Too Hard" verdict due to the company's unpredictable future cash flows. Another AI ETF, QRFT, maintains only a minimal 0.0600% holding, suggesting similar caution or a lack of strong conviction.

GE VERNOVA INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs are largely showing a weight decrease trend for GEV, indicating a move to reduce positions or cautious sentiment. This aligns with the 'Too Hard' verdict from a Buffett-style framework, as both approaches seem to signal a lack of strong conviction for accumulation in a company with uncertain long-term predictability. The AI's selling trend mirrors the framework's reluctance to invest due to the difficulty in assessing future earning power.

PALANTIR TECHNOLOGIES INC. CLASS A

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIUP, BUZZ, and PQUS are actively accumulating or entering positions in Palantir, indicating a positive sentiment and belief in its growth prospects. This contrasts sharply with a value-investing framework's verdict that the company is 'Too Hard' to evaluate due to the inherent unpredictability of its long-term cash flows.

CROWDSTRIKE HOLDINGS, INC.

• Competence
• Moat
• Management
• Financials
• Price

While several AI ETFs, including AIUP and AMOM, show recent trends of increasing their holdings and making sudden large changes to their positions in CrowdStrike, this framework concludes the company is 'Too Hard' to evaluate. The AI's apparent conviction in accumulating the stock contrasts sharply with the framework's inability to reliably project long-term cash flows in the rapidly evolving cybersecurity sector, rendering a margin of safety unquantifiable.

INTL BUSINESS MACHINES CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity with PQUS increasing its weight and BUZZ showing both a decrease trend and a sudden large increase in weight for IBM. This varied AI sentiment contrasts with the framework's conclusion that IBM is too complex to reliably project long-term cash flows.

NVIDIA CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs display active engagement with NVIDIA, with several holding significant weights and exhibiting frequent trading activity including both accumulation and decrease trends, and even one exit. This contrasts sharply with the framework's 'Too Hard' verdict, which prioritizes long-term predictability over exposure to dynamic, high-growth sectors.

ABBVIE INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are currently holding AbbVie, with one fund showing mixed signals of both increasing and decreasing weight trends. This stands in contrast to the value-investing framework's verdict, which finds AbbVie too complex to reliably project cash flows, thus declining further analysis.

NETFLIX INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs exhibit mixed activity, with AIEQ and BUZZ showing both accumulation and decrease trends, while PQUS primarily shows decreasing weight in Netflix. This active trading by AI funds stands in contrast to the value-investing framework's determination that Netflix is 'Too Hard' to analyze due to unpredictable long-term cash flows, suggesting the AI strategies are based on different temporal or fundamental considerations.

DATADOG, INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed signals, with several actively increasing their positions in Datadog, suggesting an algorithmic confidence in the company's prospects. This stands in contrast to the value-investing framework's 'Too Hard' verdict, which suggests the business's fundamental long-term predictability is too low for a reliable assessment, regardless of current growth or momentum trends that AI algorithms might prioritize.

TESLA INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity, with some like PQUS accumulating and others like BUZZ and LQAI decreasing weight, indicating active trading strategies. This dynamic trading behavior contrasts with the framework's conclusion that Tesla's business is too unpredictable for long-term value investing, suggesting a focus on short-term trends rather than enduring intrinsic value.

BEST BUY CO INC

• Competence
• Moat
• Management
• Financials
• Price

AIEQ has shown fluctuating activity recently, first decreasing its weight in Best Buy then subsequently increasing it, indicating active but mixed conviction. This contrasts sharply with the framework's 'Too Hard' verdict, which suggests the business's fundamental long-term predictability is too low to even form an investment thesis.

CF INDUSTRIES HOLDINGS INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs like AIEQ, AMOM, and QRFT are currently holding CF Industries, with AIEQ even increasing its position. This contrasts sharply with the Buffett-style framework's verdict of 'Too Hard,' which precludes investment in businesses with unpredictable commodity-driven unit economics. The AI's actions suggest a different tolerance for cyclicality or a focus on shorter-term trends, diverging from a long-term predictable cash flow perspective.

HORTON D.R. INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs PQUS and QRFT currently hold DHI, though PQUS is showing a weight decrease trend. This contrasts with the framework's "Too Hard" verdict, which deems the homebuilding business too cyclical and unpredictable for reliable long-term projection. While PQUS's decreasing weight suggests some caution, the continued holding by both ETFs indicates a willingness to engage with an investment opportunity that the value investing framework declines to evaluate fundamentally.

Qnity Electronics

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, PQUS and AIVL, are showing a recent trend of increasing their weight in Qnity Electronics, indicating a positive sentiment or perceived opportunity. This active accumulation by the AIs contrasts sharply with the framework's verdict of 'Too Hard,' which deems the company's long-term earning power too unpredictable for a Buffett-style investment.

SEAGATE TECHNOLOGY

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity in Seagate shares, with several funds exhibiting accumulation trends alongside some decreasing weights. This contrasts with a value-investing framework that finds the company's long-term business predictability too challenging, suggesting the AI models may be operating on different short-term or growth-oriented criteria.

PFIZER INC

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs show mixed activity with Pfizer, including both accumulation and decrease in weight by various funds. However, a Buffett-style analysis concludes that Pfizer is 'Too Hard' to evaluate due to the inherent unpredictability of its business model over a ten-year horizon, suggesting a fundamental divergence in evaluation approach from the active AI-managed strategies.

MICRON TECHNOLOGY INC

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are broadly accumulating or increasing their weight in Micron Technology, signaling a perceived positive outlook or momentum for the company. This stands in direct contrast to the framework's 'Too Hard' verdict, which identifies the company as unanalyzable due to the inherent unpredictability of its industry's long-term earning power.

SANDISK CORP.

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, LQAI, BUZZ, AIVL, and PQUS, have shown significant recent activity in SNDK, primarily through gradual and sudden accumulations, indicating a positive outlook or momentum-driven buying. In contrast, a Buffett-style value investing framework identifies SNDK as "Too Hard" to analyze, given the inherent unpredictability of its industry's unit economics over a long-term horizon. This divergence highlights a fundamental difference in investment approach: the AI ETFs are actively engaging with a company deemed unsuitable for long-term, predictable cash flow analysis under this framework.

FOX CORP A

• Competence
• Moat
• Management
• Financials
• Price

The AI ETFs, specifically PQUS, have been increasing their weight in FOXA, indicating an accumulating trend. This contrasts sharply with a Buffett-style framework, which deems the company 'Too Hard' to analyze due to the fundamental unpredictability of its long-term cash flows in a disrupted industry. The framework prioritizes predictability over current price signals, suggesting a divergence in investment thesis.

APPLIED MATERIALS INC

• Competence
• Moat
• Management
• Financials
• Price

Some AI ETFs like AMOM are showing a gradual accumulation trend for Applied Materials, while PQUS exhibits mixed signals, and AIEQ has recently exited. This contrasts with the framework's 'Too Hard' verdict, which suggests the company's long-term predictability issues make it unsuitable for a Buffett-style investment, regardless of perceived current value or momentum.

WESTERN DIGITAL CORP

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs are exhibiting mixed signals on Western Digital, with some increasing their weight while others have recently decreased or exited their positions. This active trading and lack of consistent conviction by AI ETFs contrasts sharply with a Buffett-style framework's 'Too Hard' verdict, which suggests avoiding the company altogether due to its unpredictable nature rather than attempting to profit from its volatility.

UBER TECHNOLOGIES INC.

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed sentiment with both increase and decrease trends across their holdings, suggesting active management and differing views on Uber's short-term prospects. This contrasts with a Buffett-style framework, which deems the company "Too Hard" due to the inherent unpredictability of its long-term earning power, regardless of current price action.

DELL TECHNOLOGIES INC - C

• Competence
• Moat
• Management
• Financials
• Price

Several AI-managed ETFs, including PQUS and AMOM, show recent trends of increasing their weight in DELL, suggesting a positive outlook or momentum-driven accumulation by these funds. This contrasts with the framework's 'Too Hard' verdict, which indicates the business is deemed too unpredictable for a long-term value investment despite its current market appeal. However, AIEQ exited the position, which aligns with a cautious view on the company's long-term predictability.

ADVANCED MICRO DEVICES

• Competence
• Moat
• Management
• Financials
• Price

AI ETFs show mixed activity with several funds increasing their weight in AMD, suggesting an expectation of continued growth or positive momentum. This contrasts with a Buffett-style framework's 'Too Hard' verdict, which prioritizes long-term predictability over current trends. The AI's willingness to invest suggests a different analytical approach, likely focused on shorter-term performance metrics or technical indicators rather than a conservative estimation of future earning power over a decade.

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