13F Pro

13F Pro runs on your phone like an app. Your own icon, full screen, no App Store, about 20 seconds. Then you get the morning brief and alerts on the stocks you follow. Steps for iPhone and Android, and a look at the product, in one place: 13fpro.ai/get-app

🔴 Form 144: filed to sell · Nov 10 🔴 $LTH · Life Time Group Holdings · TPG VII Magni SPV +3 · $179.7M 🔴 ROIV · Roivant Sciences · Frank M Torti +7 · $141.9M 🔴 ILMN · Illumina · Corvex Management LP, Director · $82.8M 🔴 PAYX · Paychex · Golisano B Thomas, 10% holder · $51.0M 🔴 PLTR · Palantir Technologies · Shyam Sankar, Officer · $50.8M 🔴 LFST · LifeStance Health Group · Kimberly Pardo +2 · $41.5M 🔴 ALL · Allstate · Wilson Thomas J, Officer/Dir · $34.0M 🔴 CVX · Chevron · Mark A Nelson, Officer · $23.6M 🔴 MET · Metlife · Khalaf Michel, Officer/Dir · $19.1M 🔴 BSY · Bentley Systems · Bentley Keith A., Director · $17.8M 🔴 P · Everpure · Charles Giancarlo +2 · $17.5M 🔴 TPR · Tapestry · Roe Scott A., Officer · $16.0M 🔴 MSI · Motorola Solutions · Gregory Q Brown, Officer/Dir · $13.2M 🔴 UAL · United Airlines Holdings · Kirby J Scott, Officer/Dir · $10.9M 🔴 TEVA · Teva Pharmaceutical · Francis Richard D., Officer · $10.7M 🔴 KLAC · Kla · Wallace Richard P, Officer/Dir · $10.7M 🔴 AI · C3.ai · Thomas M. Siebel, Officer/Dir · $10.1M 🔴 NBIX · Neurocrine Biosciences · Sanjay Keswani, Affiliate · $9.0M 🔴 PVLA · Palvella Therapeutics · Jeffrey Martini, Officer · $8.7M 🔴 G · Genpact LTD · Piyush Mehta, Officer · $8.6M 🔴 BLK · BlackRock · Lord Rachel, Officer · $8.5M 🔴 LHX · L3Harris Technologies · Christopher Kubasik, Officer · $5.5M 🔴 DHR · Danaher · Couchara Georgeann, Officer · $5.4M 🔴 FDX · Fedex · Russ Claude F, Officer · $5.3M 🔴 ETON · Eton Pharmaceuticals · Casamento Charles J, Director · $5.3M 🔴 ACGL · Arch Capital Group · Rajeh Maamoun, Officer · $5.3M 🔴 EBAY · Ebay · Julie Anne Loeger, Officer · $5.1M 🔴 USLM · United States Lime & · Byrne Timothy W, Officer · $5.0M 🔴 HNGE · Hinge Health · James Budge, Officer · $4.4M 🔴 AIZ · Assurant · The Biju Nair +1 · $4.4M 🔴 VMRK · Vivmark Residential · Altshuler Barry, Officer · $3.3M 🔴 XNCR · Xencor · Ranieri Richard J, Director · $3.2M 🔴 GMED · Globus Medical · Tobin James R, Director · $3.1M 🔴 VSAT · Viasat · Camellia Fitzgerald, Officer · $2.8M 🔴 FLYW · Flywire · Orgel Rob, Officer · $2.7M 🔴 CHD · Church & Dwight Co · Surabhi Pokhriyal, Officer · $2.4M 🔴 NP · Neptune Insurance · Matthew Duffy, Officer/Dir · $2.4M +23 more companies filed today. Form 144 is notice of INTENT to sell, not a completed sale. The confirming Form 4 follows within two business days.

Four big US power producers filed Q3 this week. All four grew. Three bought that growth. At one, goodwill went from $420M to $11.5B in a single quarter. Vistra did not. But its own filing lists $357M of unrealized marks as the top driver. $VST

GTA 6 ships November 19. Take-Two just filed the quarter before it. Net bookings fell 18%. The recurring spend that is 81% of the company fell too. It was the twelfth straight quarterly loss. They kept the $8.0B to $8.2B full year target. The first half delivered $2.99B. Close to two thirds of the year now lands after one date. $TTWO

🏁 RACING TO THE BELL 🏁 November 10: today's best & worst with 30 min left 📈 AAON · Aaon · +19.7% · $75.25 📈 CSQR · Csquare · +16.4% · $17.78 📈 CHTR · Charter Comm Del CL · +9.9% · $133.17 📈 ACAD · Acadia · +8.8% · $17.95 📈 TTWO · Take-Two · +8.1% · $224.13 📈 MARA · MARA · +8.0% · $7.17 📈 EMBJ · Embraer S.A · +7.6% · $82.96 📈 TNGX · Tango Therapeutics · +7.1% · $24.36 📈 MRCY · Mercury Systems · +6.7% · $84.97 📈 LUMN · Lumen Technologies · +6.1% · $4.58 📉 $EQPT · EquipmentShare · -19.9% · $12.98 📉 HIMS · Hims & Hers Health · -17.6% · $18.90 📉 LEGN · Legend Biotech · -17.5% · $20.04 📉 NOVT · Novanta · -14.9% · $124.16 📉 PS · Pershing Square · -12.8% · $45.33 📉 QLYS · Qualys · -12.4% · $177.38 📉 RUN · Sunrun · -11.8% · $8.60 📉 LINE · Lineage · -10.8% · $35.39 📉 USAR · USA Rare Earth · -10.4% · $7.84 📉 QBTS · D-Wave Quantum · -9.8% · $10.35

🚨 MIDDAY MOVERS 🚨 November 10: biggest moves at the half 📈 $AAON · Aaon · +22.3% · $76.91 📈 CSQR · Csquare · +14.5% · $17.48 📈 LUMN · Lumen Technologies · +10.5% · $4.78 📈 TTWO · Take-Two · +7.3% · $222.61 📈 ACAD · Acadia · +7.3% · $17.70 📈 MARA · MARA · +7.2% · $7.12 📈 ZETA · Zeta Global · +7.1% · $34.73 📈 EMBJ · Embraer S.A · +7.0% · $82.44 📈 CLF · Cleveland-Cliffs · +5.5% · $12.94 📈 CHTR · Charter Comm Del CL · +5.3% · $127.61 📉 EQPT · EquipmentShare · -20.6% · $12.88 📉 HIMS · Hims & Hers Health · -17.8% · $18.86 📉 NOVT · Novanta · -15.5% · $123.32 📉 LEGN · Legend Biotech · -13.8% · $20.94 📉 LINE · Lineage · -12.8% · $34.59 📉 QLYS · Qualys · -11.9% · $178.44 📉 USAR · USA Rare Earth · -11.6% · $7.74 📉 PS · Pershing Square · -11.5% · $45.98 📉 BEAM · Beam Therapeutics · -11.4% · $23.93 📉 QBTS · D-Wave Quantum · -10.6% · $10.25

🚨 PREMARKET MOVERS 🚨 November 10: 30 minutes to the bell 📈 AAON · Aaon · +12.7% · $70.84 📈 SANM · Sanmina · +10.9% · $166.00 📈 EMBJ · Embraer S.A · +4.9% · $80.82 📈 RDNT · RadNet · +4.6% · $82.00 📈 ASX · ASE Technology · +4.6% · $35.92 📈 SKM · SK Telecom · +4.0% · $33.60 📈 TTWO · Take-Two · +3.6% · $214.82 📈 VG · Venture Global · +3.4% · $12.20 📈 LI · Li Auto · +3.1% · $12.72 📈 EXR · Extra Space Storage · +2.5% · $164.23 📉 $GFL · GFL Environmental · -13.4% · $39.74 📉 LEGN · Legend Biotech · -12.5% · $21.25 📉 FA · First Advantage · -9.7% · $21.25 📉 RKLB · Rocket Lab · -9.4% · $53.30 📉 QUBT · Quantum Computing · -8.8% · $6.26 📉 JBS · JBS N.V · -7.9% · $12.08 📉 QBTS · D-Wave Quantum · -7.6% · $10.60 📉 GEV · GE Vernova · -7.4% · $767.62 📉 USAR · USA Rare Earth · -7.3% · $8.12 📉 AAOI · Applied · -6.7% · $48.59

$VG just reported Q3 2026: revenue $4.76B, up 43.0% from a year ago. GAAP EPS $0.96. Straight from the SEC filing, minutes after it landed.

$TDG just reported Q4 2026: revenue $2.99B, up 23.0% from a year ago. GAAP EPS $10.33 (non-GAAP $12.44). Straight from the SEC filing, minutes after it landed.

🔴 Form 144: filed to sell · Nov 9 🔴 $RCL · Royal Caribbean Cruises · Awilhelmsen As, Director · $170.5M 🔴 FWONA · Liberty Media · Charles Carey, Director · $30.9M 🔴 MSI · Motorola Solutions · Gregory Q Brown +4 · $29.8M 🔴 DHR · Danaher · Blair Rainer +1 · $21.0M 🔴 HST · Host Hotels & Resorts · James F Risoleo +1 · $18.0M 🔴 APG · APi Group · James E. Lillie, Director · $15.3M 🔴 ADUS · Addus HomeCare · Dirk Allison, Officer/Dir · $12.2M 🔴 ABBV · AbbVie · Jeffrey R Stewart, Officer · $11.9M 🔴 JXN · Jackson Financial · Prieskorn Laura Louene, Officer/Dir · $11.6M 🔴 DNTH · Dianthus Therapeutics · Ryan Savitz, Officer · $10.7M 🔴 SNAP · Snap · Murphy Robert C., Officer/Dir · $10.0M 🔴 EW · Edwards Lifesciences · Bobo Donald E JR +1 · $9.8M 🔴 TPR · Tapestry · Howard David E +1 · $9.6M 🔴 DDOG · Datadog · Alexis T Lequoc, Officer/Dir · $8.9M 🔴 XYZ · Block · Anthony M Eisen, Director · $8.9M 🔴 BATRA · Atlanta Braves Holdings · Plant Michael P., Officer · $8.8M 🔴 ALGT · Allegiant Travel CO · Bricker Jude, Director · $8.8M 🔴 ENPH · Enphase Energy · Rodgers Massey, Director · $8.8M 🔴 BSM · Black Stone Minerals · Lacy Properties, Ltd., Director · $8.7M 🔴 LASR · Nlight · Keeney Scott H, Officer/Dir · $8.4M 🔴 AMLX · Amylyx Pharmaceuticals · Justin Klee +2 · $7.1M 🔴 SCHW · Schwab Charles · Schwab Charles R., Officer/Dir · $6.6M 🔴 UAL · United Airlines Holdings · Gebo Kate +1 · $4.8M 🔴 FHN · First Horizon · Jordan D Bryan +1 · $4.8M 🔴 EWBC · East West Bancorp · Dominic Ng, Officer · $4.6M 🔴 AJG · Arthur J. Gallagher & · Pietrucha Susan E, Officer · $4.2M 🔴 COMP · Compass · Charles Phillips, Director · $4.0M 🔴 WRBY · Warby Parker · David Gilboa +1 · $3.8M 🔴 MU · Micron Technology · Sumit Sadana, Officer · $3.7M 🔴 DGX · Quest Diagnostics · Plewman Patrick, Officer · $3.0M 🔴 EFX · Equifax · Farshchi Jamil, Officer · $2.9M 🔴 ABNB · Airbnb · Blecharczyk Nathan, Officer/Dir · $2.6M 🔴 ALAB · Astera Labs · Dyckerhoff Stefan A, Director · $2.6M 🔴 NP · Neptune Insurance · Matthew Duffy, Officer/Dir · $2.5M 🔴 RYAN · Ryan Specialty Holdings · Benjamin Miles Wuller, Officer · $2.4M 🔴 HUM · Humana · Ventura Joseph C, Officer · $2.4M 🔴 EL · Estee Lauder Companies · Stephane Renaud Dela +1 · $2.0M +16 more companies filed today. Form 144 is notice of INTENT to sell, not a completed sale. The confirming Form 4 follows within two business days.

Micron's revenue last quarter was 4.8 times what it was a year earlier. Operating margin went from 32% to 81%. The stock topped in June and is down about 40% since. An 81% margin on a commodity is a shortage, not a moat. Capex nearly doubled to $30.7B. The supply is coming. $MU

$ASTS just reported Q3 2026: revenue $42.3M, up 187.1% from a year ago. GAAP EPS $(0.44). Straight from the SEC filing, minutes after it landed.

$JBS just reported Q3 2026: revenue $22.74B, up 1.0% from a year ago. GAAP EPS $0.15 (non-GAAP $0.16). Straight from the SEC filing, minutes after it landed.

Semiconductors closed up 8% today, one of their best sessions of the year. Nvidia fell 4.8%. Measured against its own sector that is a 12.9 point gap in a single day. Widest in 1,469 sessions, back to January 2021. The old record was 9.1 points, and on that day the sector fell too. The easy explanation does not hold. Broadcom came in down 22.00% from its October peak against Nvidia's 21.99%, the same hole to the decimal, and closed up 9.8%. Nothing Nvidia has filed got worse. Last quarter: revenue up 105.9%, twelfth straight quarter of growth, 66% operating margin. On Q3 13Fs so far 88 funds opened it and 51 sold out. This is not the market selling AI. It is the market declining to carry one position into one date. $NVDA reports November 17.

$TTWO just reported Q2 2027: revenue $1.50B, down 15.6% from a year ago. GAAP EPS $ (0.29). Straight from the SEC filing, minutes after it landed.