SERIALAQ
Index Performance
-4.34%
SERIALAQ
-2.47%
SP500
Overview
Description
A index of companies that are known for employing roll-up strategies, serial acquirers, and consolidators. Developed by @JustValue2 on Twitter.
- TickerSERIALAQ
- Inception Date09/19/2022
- WeightingEqual
- # of holdings75
What's inside?
Holdings
All holdings as of September 29, 2023
CSV download
| Ferguson Plc (FERG) | 1.48% | $33.549B | -1.67% | 29.65% | 1.27x |
| Watsco, Inc. (WSO) | 1.47% | $14.762B | -6.12% | 27.67% | 2.07x |
| XPO, Inc. (XPO) | 1.45% | $8.658B | -40.69% | 10.07% | 1.14x |
| P10, Inc. (PX) | 1.43% | $0.511B | 33.66% | N/A | 7.49x |
| Concrete Pumping Holdings, Inc. (BBCP) | 1.43% | $0.469B | 15.51% | 36.61% | 2.02x |
| Tyler Technologies, Inc. (TYL) | 1.42% | $16.248B | 7.59% | 40.61% | 9.78x |
| SiteOne Landscape Supply, Inc. (SITE) | 1.41% | $7.365B | 11.27% | 33.86% | 2.01x |
| MarineMax, Inc. (HZO) | 1.41% | $0.719B | 4.84% | 33.78% | 0.69x |
| Asbury Automotive Group, Inc. (ABG) | 1.41% | $4.734B | -5.28% | 18.60% | 0.57x |
| Addus HomeCare Corp. (ADUS) | 1.40% | $1.381B | 9.72% | 30.59% | 1.56x |
| Pool Corp. (POOL) | 1.40% | $13.906B | -9.65% | 30.57% | 2.78x |
| Mueller Industries, Inc. (MLI) | 1.40% | $4.266B | -22.00% | 27.52% | 1.12x |
| GMS, Inc. (GMS) | 1.40% | $2.597B | 3.68% | 29.69% | 0.79x |
| Atkore, Inc. (ATKR) | 1.39% | $5.638B | -13.42% | 36.51% | 1.79x |
| AutoZone, Inc. (AZO) | 1.38% | $46.116B | 6.40% | 52.71% | 3.21x |
| Beacon Roofing Supply, Inc. (BECN) | 1.38% | $4.869B | 6.17% | 23.68% | 0.93x |
| Consensus Cloud Solutions, Inc. (CCSI) | 1.38% | $0.495B | -0.40% | 81.41% | 3.57x |
| W.W. Grainger, Inc. (GWW) | 1.37% | $34.593B | 8.99% | 39.31% | 2.63x |
| Amedisys, Inc. (AMED) | 1.37% | $3.048B | -0.88% | 45.35% | 1.53x |
| XPEL, Inc. (XPEL) | 1.36% | $2.130B | 21.87% | 43.03% | 6.57x |
| Arthur J. Gallagher & Co. (AJG) | 1.36% | $49.120B | 21.52% | N/A | 6.04x |
| Fastenal Co. (FAST) | 1.36% | $31.218B | 5.88% | 43.30% | 4.72x |
| Applied Industrial Technologies, Inc. (AIT) | 1.36% | $5.991B | 9.10% | 28.75% | 1.38x |
| HEICO Corp. (HEI) | 1.35% | $19.646B | 26.93% | 42.07% | 9.58x |
| CSW Industrials, Inc. (CSWI) | 1.35% | $2.724B | 1.71% | 45.32% | 3.76x |
| Thermo Fisher Scientific, Inc. (TMO) | 1.35% | $195.356B | -2.58% | 39.95% | 5.36x |
| OneWater Marine, Inc. (ONEW) | 1.35% | $0.368B | 4.47% | 25.82% | 0.84x |
| Broadcom Inc. (AVGO) | 1.35% | $342.810B | 4.87% | 65.51% | 11.61x |
| DigitalBridge Group, Inc. (DBRG) | 1.35% | $2.856B | 46.83% | 41.69% | 8.74x |
| Installed Building Products, Inc. (IBP) | 1.35% | $3.548B | 2.27% | 31.96% | 1.69x |
| Builders FirstSource, Inc. (BLDR) | 1.35% | $15.566B | -34.61% | 35.22% | 1.16x |
| Caterpillar, Inc. (CAT) | 1.35% | $139.269B | 21.56% | 34.80% | 2.42x |
| APi Group Corp. (APG) | 1.35% | $6.114B | 7.27% | 25.18% | 1.56x |
| Roper Technologies, Inc. (ROP) | 1.34% | $51.678B | 16.81% | 69.69% | 9.83x |
| Choice Hotels International, Inc. (CHH) | 1.34% | $6.172B | 16.15% | 44.97% | 4.83x |
| TransDigm Group, Inc. (TDG) | 1.34% | $46.527B | 24.75% | 58.54% | 10.90x |
| NV5 Global, Inc. (NVEE) | 1.34% | $1.529B | 9.82% | 43.46% | 2.40x |
| The Sherwin-Williams Co. (SHW) | 1.34% | $65.586B | 6.27% | 46.03% | 3.52x |
| CoStar Group, Inc. (CSGP) | 1.34% | $31.397B | 12.98% | 79.73% | 13.83x |
| Friedman Industries, Inc. (FRD) | 1.34% | $0.099B | -15.21% | 12.16% | 0.16x |
| ARKO Corp. (ARKO) | 1.33% | $0.848B | -2.80% | 3.54% | 0.37x |
| Markel Group, Inc. (MKL) | 1.33% | $19.532B | 130.72% | N/A | 1.56x |
| Albertsons Cos., Inc. (ACI) | 1.33% | $13.097B | 3.17% | 25.70% | 0.34x |
| Mirion Technologies, Inc. (MIR) | 1.33% | $1.628B | 12.17% | 29.87% | 3.14x |
| TopBuild Corp. (BLD) | 1.33% | $7.990B | 3.37% | 32.02% | 1.86x |
| Nomad Foods Ltd. (NOMD) | 1.33% | $2.626B | 9.32% | 28.20% | 1.58x |
| Camping World Holdings, Inc. (CWH) | 1.33% | $0.909B | -12.35% | 29.14% | 0.78x |
| Waste Connections, Inc. (WCN) | 1.33% | $34.929B | 17.03% | 28.27% | N/A |
| Ziff Davis, Inc. (ZD) | 1.32% | $2.960B | -3.36% | 74.63% | 2.60x |
| RCI Hospitality Holdings, Inc. (RICK) | 1.31% | $0.571B | 8.97% | 54.39% | 3.36x |
| Tractor Supply Co. (TSCO) | 1.31% | $22.093B | 7.21% | 33.75% | 1.93x |
| A-Mark Precious Metals, Inc. (AMRK) | 1.31% | $0.685B | 50.98% | -0.54% | 0.17x |
| IAC, Inc. (IAC) | 1.31% | $4.034B | -18.42% | 59.66% | 1.37x |
| Berkshire Hathaway, Inc. (BRK/A) | 1.31% | $763.986B | 21.43% | 19.59% | 2.25x |
| Jackson Financial, Inc. (JXN) | 1.30% | $3.131B | -93.71% | N/A | 1.98x |
| Iron Mountain, Inc. (IRM) | 1.30% | $17.351B | 5.30% | 41.97% | 5.86x |
| Service Corp. International (SCI) | 1.30% | $8.624B | 2.28% | 25.80% | 3.52x |
| Salesforce, Inc. (CRM) | 1.30% | $197.305B | 11.44% | 67.33% | 6.75x |
| Crawford United Corp. (CRAWA) | 1.29% | $0.078B | 15.77% | 27.51% | 0.74x |
| AdaptHealth Corp. (AHCO) | 1.29% | $1.239B | 9.03% | 13.15% | 1.28x |
| Global Payments, Inc. (GPN) | 1.28% | $30.001B | 7.52% | 61.59% | 4.52x |
| Sysco Corp. (SYY) | 1.28% | $33.350B | 4.07% | 18.54% | 0.63x |
| Community Health Systems, Inc. (CYH) | 1.28% | $0.397B | 6.17% | 7.70% | 1.10x |
| Driven Brands Holdings, Inc. (DRVN) | 1.27% | $2.109B | 19.31% | 33.88% | 3.77x |
| EVI Industries, Inc. (EVI) | 1.27% | $0.312B | 56.67% | 26.66% | 0.88x |
| Crawford & Co. (CRD/B) | 1.27% | $0.442B | 10.00% | 25.51% | 0.59x |
| HireQuest, Inc. (HQI) | 1.26% | $0.214B | -3.21% | 92.21% | 10.34x |
| BrightView Holdings, Inc. (BV) | 1.25% | $0.724B | 2.49% | 24.52% | 0.75x |
| Comfort Systems USA, Inc. (FIX) | 1.25% | $6.096B | 27.36% | 16.85% | 1.30x |
| Mister Car Wash, Inc. (MCW) | 1.25% | $1.722B | 5.21% | 58.45% | 5.34x |
| Bowlero Corp. (BOWL) | 1.24% | $0.971B | -10.57% | 23.91% | 3.95x |
| Carriage Services, Inc. (CSV) | 1.23% | $0.423B | 7.53% | 31.96% | 3.01x |
| BRP Group, Inc. (BRP) | 1.22% | $1.481B | 27.85% | 15.93% | 2.79x |
| Lazydays Holdings, Inc. (LAZY) | 1.14% | $0.106B | -17.45% | 20.51% | 0.56x |
| Yellow Corp. (YELL) | 1.09% | $0.074B | -20.85% | -3.28% | 0.31x |
Market data by FactSet
