🪞 Jeff Ubben · Inclusive Capital
ESG / impact activist.
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🔮 Predicted next buys: quarter ending 2026-06-30
Pure model output for Jeff Ubben · Inclusive Capital’s next 13F filing, no public confirmation yet. Probabilities are the model’s raw scores.
| # | Ticker | Company | Model probability |
|---|---|---|---|
| 1 | AMT | Td Ameritrade Holding Corp | 98% |
| 2 | UNUSD | Unilever N V -Ny Shares | 97% |
| 3 | ESS | Essex Property Trust Inc | 97% |
| 4 | NAVI | Navient Corp | 97% |
| 5 | AOS | Smith (A.O.) Corp | 97% |
| 6 | ACIA | Acacia Communications Inc | 97% |
| 7 | ELS | Equity Lifestyle Properties | 97% |
| 8 | BR | Broadridge Financial Solutio | 97% |
| 9 | T | Telus Corp | 84% |
| 10 | DNKN | Dunkin' Brands Group Inc | 81% |
📜 Top disclosed holdings: Jun 2024
| Ticker | Company | Weight | Last change |
|---|---|---|---|
| RDDT | Reddit Inc | 45.76% | ✊ Held |
| - | Strategic Ed Inc | 36.99% | ➖ Trimmed |
| - | Ingevity Corp | 17.25% | ✊ Held |
Source: SEC Form 13F (public domain), long U.S. equity positions only, disclosed up to 45 days after quarter-end. Top 15 of 3 shown.
📈 This mirror’s track: backtest vs S&P 500
⚠️ Read this honestly. Leak-free walk-forward backtest: top-10 predicted new buys ranked from a broad ~2,000-name universe known at the rebalance date, equal-weight, 1-quarter holds, complete quarters only, gross (before costs). Small samples, per-investor edges are noisy and not statistically significant. The consensus mirror's backtest shows +1.8 pts/quarter net vs the S&P 500 over 47 complete quarters (2014–2026), directional, NOT statistically significant (t≈1.4; 95% CI includes zero). Past performance does not predict future results. Not investment advice.
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