1y return+35.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $136 against $127 in the S&P 500.2
Expect Equity LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MKSIMks Inc. | $4.7M | 3.0% | −42.4% |
| COLBColumbia Bkg Sys Inc | $4.6M | 3.0% | |
| ATIAti Inc | $4.5M | 2.9% | −12.7% |
| CUZCousins Pptys Inc | $4.3M | 2.8% | +17.6% |
| BRKRBruker Corp | $4.3M | 2.7% | +26.4% |
| FHNFirst Horizon Corporation | $4.1M | 2.6% | −6.8% |
| CONConcentra Group Holdings Par | $4.1M | 2.6% | |
| LYTSLsi Inds Inc Ohio | $3.8M | 2.4% | |
| SAROStandardaero Inc | $3.6M | 2.3% | +2.0% |
| OSKOshkosh Corp | $3.6M | 2.3% | |
| LNTHLantheus Hldgs Inc | $3.6M | 2.3% | |
| Sharkninja IncCUSIP G8068L108 | $3.5M | 2.2% | +18.8% |
| EWBCEast West Bancorp Inc | $3.3M | 2.1% | +12.0% |
| TSMTaiwan Semiconductor Manufac | $3.3M | 2.1% | −11.4% |
| CACICaci Intl Inc | $3.1M | 2.0% | |
| VSECVse Corp | $3.1M | 2.0% | |
| ROCKGibraltar Inds Inc | $3.1M | 2.0% | +7.6% |
| HAEHaemonetics Corp Mass | $3.1M | 2.0% | +10.8% |
| COOCooper Cos Inc | $3.0M | 1.9% | +21.5% |
| CECOCeco Environmental Corp | $2.9M | 1.8% | −18.1% |
| FLSFlowserve Corp | $2.7M | 1.8% | −23.5% |
| OPCHOption Care Health Inc | $2.7M | 1.7% | +67.2% |
| LMBLimbach Hldgs Inc | $2.7M | 1.7% | +10.4% |
| BELFBBel Fuse Inc | $2.6M | 1.7% | −30.3% |
| CMCCommercial Metals Co | $2.6M | 1.7% | +3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TTMITtm Technologies Inc | December 31, 2024 | +655.6% | $2.1M |
| MKSIMks Inc. | December 31, 2024 | +326.1% | $4.7M |
| BELFBBel Fuse Inc | December 31, 2024 | +303.8% | $2.6M |
| CECOCeco Environmental Corp | December 31, 2024 | +200.2% | $2.9M |
| ATIAti Inc | September 30, 2025 | +142.3% | $4.5M |
| VSECVse Corp | December 31, 2024 | +140.3% | $3.1M |
| MAMAMamas Creations Inc | December 31, 2024 | +124.2% | $2.4M |
| CHEFChefs Whse Inc | December 31, 2024 | +94.8% | $2.0M |
| SYNASynaptics Inc | December 31, 2024 | +62.8% | $2.2M |
| OSKOshkosh Corp | December 31, 2024 | +61.4% | $3.6M |
Sold off last quarter
- Nomad Foods LtdCUSIP G6564A105 was $1.4M
- PCORProcore Technologies Inc was $469K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.2% | +14.8% |
| March 31, 2026 | +0.0% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Expect Equity LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2007407&type=13F-HR&dateb=&owner=include&count=40CIK 2007407
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2007407/000091957426005565/Filed August 14, 2026 · accession 0000919574-26-005565