Surmount · investment strategy
by Quantbase · via Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“attempts to mirror the portfolio of common stock for Rep. Rob Bresnahan (and their family)”
“rebalanced when new trades or annual reports are reported”
92 positions as of 2026-10-20
by the source.
Top 25 of 92 shown.
Fitted to 27 returns (model) from 2026-08-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.92 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.13 (90%: 1.14 to 1.27)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
2.7% of weight in (IVV: 3.0%)
4 funds (SEC N-PORT, as of 2026-05-31) · : QQQ via QQQM, SPY via IVV
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 94% · 2026-10-20
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
The text the rules are quoted from, with where it came from.
The Rob Bresnahan Strategy attempts to mirror the portfolio of common stock for Rep. Rob Bresnahan (and their family) and is rebalanced when new trades or annual reports are reported.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Energy: 0.6% · Utilities: 0.0% · Healthcare: 1.4% · Technology: 6.1% · Industrials: 1.1% · Real Estate: 0.0% · Basic Materials: 0.1% · Consumer Cyclical: 2.0% · Consumer Defensive: 0.6% · Financial Services: 85.9% · Communication Services: 2.0% | 2026-10-20 |
| Investors following (Surmount) | 1 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 11.12% | ||
| Total return (Surmount tracking) (model tracking) | 68.13% |
| Maximum drawdown (Surmount tracking) (model tracking) | -25.35% |
| Risk score (Surmount) | 2.30 | 2026-10-20 |
