Current Holdings 40 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| HCI | HCI Group Inc. | 2.1% | 14 | $150.49 | $150.49 | +0.0% | |
| PEBO | Peoples Bancorp Inc. | 2.1% | 66 | $32.15 | $32.15 | +0.0% | |
| GE | General Electric Co | Aerospace & Defense | 2.1% | 7 | $282.81 | $282.81 | +0.0% |
| GNTX | Gentex Corp | Auto Components | 2.1% | 98 | $21.62 | $21.62 | +0.0% |
| ABCB | Ameris Bancorp | Banking | 2.1% | 27 | $76.10 | $76.10 | +0.0% |
| BAC | Bank of America Corp | Banking | 2.1% | 45 | $47.15 | $47.15 | +0.0% |
| BANF | BancFirst Corp | Banking | 2.1% | 19 | $107.13 | $107.13 | +0.0% |
| BANR | Banner Corp | Banking | 2.1% | 35 | $60.20 | $60.20 | +0.0% |
| BAP | Credicorp Ltd | Banking | 2.1% | 6 | $320.33 | $320.33 | +0.0% |
| BMO | Bank of Montreal | Banking | 2.1% | 16 | $132.20 | $132.20 | +0.0% |
| BSRR | Sierra Bancorp | Banking | 2.1% | 63 | $33.31 | $33.31 | +0.0% |
| CAC | Camden National Corp | Banking | 2.1% | 45 | $46.49 | $46.49 | +0.0% |
| CASH | Pathward Financial Inc | Banking | 2.1% | 24 | $87.70 | $87.70 | +0.0% |
| CHCO | City Holding Co | Banking | 2.1% | 17 | $119.45 | $119.45 | +0.0% |
| CHMG | Chemung Financial Corp | Banking | 2.1% | 39 | $53.58 | $53.58 | +0.0% |
| CIVB | Civista Bancshares Inc | Banking | 2.1% | 94 | $22.57 | $22.57 | +0.0% |
| FBIZ | First Business Financial Services Inc | Banking | 2.1% | 39 | $53.54 | $53.54 | +0.0% |
| FBNC | First Bancorp (North Carolina) | Banking | 2.1% | 38 | $55.56 | $55.56 | +0.0% |
| FCBC | First Community Bankshares Inc | Banking | 2.1% | 51 | $41.36 | $41.36 | +0.0% |
| FCCO | First Community Corp (South Carolina) | Banking | 2.1% | 73 | $28.76 | $28.76 | +0.0% |
| FCF | First Commonwealth Financial Corp | Banking | 2.1% | 122 | $17.31 | $17.31 | +0.0% |
| FFBC | First Financial Bancorp | Banking | 2.1% | 77 | $27.41 | $27.41 | +0.0% |
| FFIC | Flushing Financial Corp | Banking | 2.1% | 142 | $14.94 | $14.94 | +0.0% |
| FFIN | First Financial Bankshares Inc | Banking | 2.1% | 72 | $29.19 | $29.19 | +0.0% |
| FHN | First Horizon Corp | Banking | 2.1% | 96 | $22.13 | $22.13 | +0.0% |
| FIBK | First Interstate Bancsystem Inc | Banking | 2.1% | 64 | $32.81 | $32.81 | +0.0% |
| FISI | Financial Institutions Inc | Banking | 2.1% | 68 | $30.89 | $30.89 | +0.0% |
| FULT | Fulton Financial Corp | Banking | 2.1% | 106 | $19.87 | $19.87 | +0.0% |
| FUSB | First US Bancshares Inc | Banking | 2.1% | 137 | $15.41 | $15.41 | +0.0% |
| FVCB | FVCBankcorp Inc | Banking | 2.1% | 140 | $15.09 | $15.09 | +0.0% |
| HAFC | Hanmi Financial Corp | Banking | 2.1% | 82 | $25.91 | $25.91 | +0.0% |
| HBAN | Huntington Bancshares Inc | Banking | 2.1% | 140 | $15.08 | $15.08 | +0.0% |
| HBCP | Home Bancorp Inc | Banking | 2.1% | 35 | $60.09 | $60.09 | +0.0% |
| HBT | HBT Financial, Inc | Banking | 2.1% | 80 | $26.52 | $26.52 | +0.0% |
| HOMB | Home BancShares Inc | Banking | 2.1% | 80 | $26.54 | $26.54 | +0.0% |
| HOPE | Hope Bancorp Inc | Banking | 2.1% | 193 | $10.96 | $10.96 | +0.0% |
| IBCP | Independent Bank Corp (Michigan) | Banking | 2.1% | 65 | $32.41 | $32.41 | +0.0% |
| IBOC | International Bancshares Corp | Banking | 2.1% | 31 | $67.36 | $67.36 | +0.0% |
| INDB | Independent Bank Corp (Massachusetts) | Banking | 2.1% | 28 | $73.71 | $73.71 | +0.0% |
| JMSB | John Marshall Bancorp Inc | Banking | 2.1% | 105 | $20.05 | $20.05 | +0.0% |
About This Portfolio
Investment Thesis
Calm Capital focuses on Lowest volatility, lowest beta stocks for capital preservation.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 40 holdings that best align with the conservative income mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Low Volatility theme.
Position sizing reflects an equal-weight approach with a 15% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Conservative Income
Inception Date
2026-03-30
AI Engine
Calm Capital Bot
Followers
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