Sensa News

Strategic Investment Solutions, Inc. /IL just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-12-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• Completely exited position of 81 shares of $LFUS (~$18,249). This was a increase of ~-100.00% from their previous position.
• An addition of 1,000 shares of $TXO (~$11,042). This was a increase of ~inf% from their previous position.
• An addition of 600 shares of $CAVA (~$14,292). This was a increase of ~inf% from their previous position.
• An increase of 17,479 shares of $BND (~$1,303,108). This was a increase of ~349580.00% from their previous position.
• An increase of 5,222 shares of $BIDU (~$690,818). This was a increase of ~8850.85% from their previous position.
• A decrease of 3,845 shares of $HOOD (~$359,809). This was a increase of ~-99.90% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Strategic Investment Solutions, Inc. /IL for more details.

Value Aligned Research Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-12-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 2,884,068 shares of $NVDA (~$0). This was a increase of ~9900.00% from their previous position.
• An increase of 1,809,720 shares of $TSM (~$0). This was a increase of ~9900.00% from their previous position.
• An increase of 11,163,933 shares of $1848782D (~$0). This was a increase of ~9900.00% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Value Aligned Research Advisors, LLC for more details.

Severin Investments, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-12-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 4,492 shares of $CHV (~$725,515). This was a increase of ~194.21% from their previous position.
• An increase of 7,274 shares of $MRK (~$635,348). This was a increase of ~140.05% from their previous position.
• A decrease of 14,173 shares of $SONA (~$348,907). This was a increase of ~-66.17% from their previous position.
• A decrease of 5,969 shares of $HIG (~$735,382). This was a increase of ~-63.96% from their previous position.
• An increase of 831 shares of $NOC (~$575,372). This was a increase of ~131.28% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Severin Investments, LLC for more details.