13F Filings History of Expect Equity LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $155,394,168
- Largest 13F holdings
-
MKSI COLB ATI CUZ BRKR FHN CON LYTS SARO OSK LNTH SN
+8 more
EWBC TSM CACI VSEC ROCK HAE COO CECO - Form 13F summary
-
- Expect Equity LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Expect Equity LLC reported 65 equity holdings with a total reported market value of $155,394,168 for Q2 2026. Top reported holdings included MKSI, COLB, ATI, CUZ, and BRKR.
- Manager signature
- Jill R. Seidman - Chief Compliance Officer
- Manager location
- Pikesville, MD
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Expect Equity LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$155,394,168
Quarter delta
+$26,814,598
Accepted
14 Aug 2026, 16:55
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 65 | $155,394,168 | +$16,588,610 | -$15,633,952 | +$954,658 | MKSI, COLB, ATI, CUZ, BRKR | 13F-HR | 14 Aug 2026, 16:55 |
| Q1 2026 | 62 | $128,579,570 | +$21,249,946 | -$13,459,278 | +$7,790,668 | MKSI, COLB, FHN, ATI, CACI | Restatement | 19 Aug 2026, 10:41 |
| Q4 2025 | 58 | $121,417,853 | +$31,352,543 | -$17,016,662 | +$14,335,881 | FHN, COLB, MKSI, FLS, ATI | Restatement | 19 Aug 2026, 10:38 |
| Q3 2025 | 49 | $102,387,189 | +$9,591,150 | -$9,441,812 | +$149,338 | MKSI, CECO, COLB, CUZ, FHN | 13F-HR | 14 Nov 2025, 15:52 |
| Q2 2025 | 47 | $93,664,418 | +$4,802,915 | -$8,576,774 | -$3,773,859 | CUZ, HAS, BELFB, MKSI, OSK | 13F-HR | 14 Aug 2025, 13:57 |
| Q1 2025 | 47 | $88,853,514 | +$7,017,655 | -$6,563,594 | +$454,061 | CUZ, COLB, VSEC, FHN, HAS | 13F-HR | 15 May 2025, 09:40 |
| Q4 2024 | 45 | $95,535,402 | $0 | $0 | $0 | CUZ, COLB, FLS, MKSI, FHN | 13F-HR | 14 Feb 2025, 10:30 |