Expect Equity LLC
All 13F Filings
- Location
- Pikesville, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 104,195
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 48 | 104,195 | 13F-HR | Expect Equity LLC |
| Q4 2025 | 2/17/2026 | 47 | 103,453 | 13F-HR | Expect Equity LLC |
| Q3 2025 | 11/14/2025 | 49 | 102,387 | 13F-HR | Expect Equity LLC |
| Q2 2025 | 8/14/2025 | 47 | 93,664 | 13F-HR | Expect Equity LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.8 K | 98.7% | 1.153 K | 0 | 1.153 K |
| Other | 1.361 K | 1.3% | 0 | 410 | -410 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
104,195
Holdings
48
QoQ value change ($000)
742
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.