13F Filings History of Expect Equity LLC
- Latest 13F filing
- Q1 2026 - 15 May 2026
- Latest reported 13F value
- $104,194,822
- Largest 13F holdings
-
MKSI COLB FHN ATI CACI FLS OSK SM CON MOD CUZ LYTS
+8 more
MAMA ROCK SARO VSEC COO EWBC LMB LNTH - Form 13F summary
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- 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 48 equity holdings with a total reported market value of $104,194,822 for Q1 2026. Top reported holdings included MKSI, COLB, FHN, ATI, and CACI.
- 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
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$104,194,822
Quarter delta
+$741,395
Accepted
15 May 2026, 11:48
Rows shown
1-6 of 6
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 48 | $104,194,822 | +$13,504,267 | -$13,459,278 | +$44,989 | MKSI, COLB, FHN, ATI, CACI | 13F-HR | 15 May 2026, 11:48 |
| Q4 2025 | 47 | $103,453,427 | +$13,388,117 | -$17,016,662 | -$3,628,545 | FHN, COLB, MKSI, FLS, ATI | 13F-HR | 17 Feb 2026, 09:43 |
| 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 |