Well-Done

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "FPI",
  "GDX",
  null,
  null,
  null,
  "LBRT",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ALL",
  "GOOGL",
  null,
  "ASML",
  null,
  null,
  "CAT",
  null,
  null,
  "PECO",
  "MLKN",
  "MBWM",
  "ARKB",
  null,
  "BITB",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "SIL",
  null,
  null,
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MIY",
  null,
  null,
  null,
  "SLF",
  "MRVL",
  "MSFT",
  null,
  null,
  null,
  "DLN",
  "IJR",
  null,
  "EEM",
  "IWF",
  null,
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  null,
  "AMGN",
  "IEFA",
  "GLD",
  null,
  "IBM",
  "SYK",
  "VOE",
  "HYMCL",
  "ACWV",
  null,
  "VWO",
  "IWV",
  null,
  null,
  "VIG",
  "IWN",
  "TSM",
  null,
  null,
  "IWR",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "HBAN",
  "ESGV",
  "VUG",
  "MGK",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WNC",
  "WMT",
  null,
  "WFC",
  "WTFC",
  "WPM",
  null,
  null,
  null,
  null,
  null,
  null,
  "GNTX",
  "SOFI",
  null,
  "SCHF",
  null,
  "UFPI",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "MTUM",
  "DGRO",
  null,
  null,
  "KMB",
  "ADP",
  "BRK-A",
  "BRK-B",
  "CVX",
  "LNG",
  "CSCO",
  "KO",
  "COIN",
  "CL",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAC",
  "RSP",
  "EFA",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  null,
  "MO",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 178
Total Value: 551623275
Accession Number: 0001951757-25-000384
Form Type: 13F-HR
CIK: well-done
Manager Name: Well-Done

Data Enrichment

62% identified

111 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

178 positions • $551.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 9 of 9

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25434V724

Shares:5.7K

Value:$232.6K

% of Portfolio:0.0% ($232.6K/$551.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.0K

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$551.6M)

Marvell Technology, Inc.

MRVL|573874104

Shares:2.0K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$551.6M)

45783Y681

Shares:7.6K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$551.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:977

Value:$222.8K

% of Portfolio:0.0% ($222.8K/$551.6M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:3.7K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$551.6M)

37954Y848

SIL|37954Y848

Shares:7.0K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$551.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:747

Value:$218.7K

% of Portfolio:0.0% ($218.7K/$551.6M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.0K

Value:$218.1K

% of Portfolio:0.0% ($218.1K/$551.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.7K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$551.6M)

47804J107

Shares:3.1K

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$551.6M)

922908751

VB|922908751

Shares:873

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$551.6M)

WABASH NATIONAL Corp

WNC|929566107

Shares:12.2K

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$551.6M)

464287226

Shares:2.1K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$551.6M)

46428Q109

Shares:7.7K

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$551.6M)

Farmland Partners Inc.

FPI|31154R109

Shares:10.7K

Value:$125.5K

% of Portfolio:0.0% ($125.5K/$551.6M)

HYCROFT MINING HOLDING CORP

HYMCL|44862P133

Shares:10.0K

Value:$130

% of Portfolio:0.0% ($130/$551.6M)

86887P119

Shares:15.5K

Value:$129

% of Portfolio:0.0% ($129/$551.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V724)✕	5.7K	QoQ 0.00% (-0) YoY -18.61% (-1.3K)	All Managers (Combined)	$232.6K	0.0% ($232.6K/$551.6M)	QoQ -1.84% (-$4.4K) YoY -18.57% (-$53.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.0K	QoQ +0.57% (+6) YoY -2.51% (-27)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$551.6M)	QoQ 0.00% (+$21) YoY +12.21% (-$25.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$551.6M)	QoQ NEW(+$224.9K) YoY NEW(+$224.9K)
(cusip45783Y681)✕	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$551.6M)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
UNION PACIFIC CORP(UNPcusip907818108)	977	QoQ +14.40% (+123) YoY -12.61% (-141)	All Managers (Combined)	$222.8K	0.0% ($222.8K/$551.6M)	QoQ +5.84% (+$12.3K) YoY -18.96% (-$52.2K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	3.7K	QoQ +0.40% (+15) YoY +0.88% (+33)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$551.6M)	QoQ +2.68% (+$5.8K) YoY +9.69% (+$19.6K)
(SILcusip37954Y848)	7.0K	QoQ 0.00% (-0) YoY -30.37% (-3.0K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$551.6M)	QoQ -9.46% (-$23.2K) YoY -19.44% (-$53.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	747	QoQ -7.66% (-62) YoY -53.45% (-858)	All Managers (Combined)	$218.7K	0.0% ($218.7K/$551.6M)	QoQ -2.32% (-$5.2K) YoY -45.44% (-$182.2K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$218.1K	0.0% ($218.1K/$551.6M)	QoQ NEW(+$218.1K) YoY NEW(+$218.1K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.7K	QoQ -4.72% (-82) YoY -6.02% (-106)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$551.6M)	QoQ -12.25% (-$30.2K) YoY -4.79% (-$10.9K)
(cusip47804J107)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$551.6M)	QoQ NEW(+$216.3K) YoY NEW(+$216.3K)
(VBcusip922908751)	873	QoQ NEW(+873) YoY NEW(+873)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$551.6M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
WABASH NATIONAL Corp(WNCcusip929566107)	12.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$551.6M)	QoQ -10.73% (-$25.1K) YoY -42.78% (-$156.0K)
(cusip464287226)✕	2.1K	QoQ -24.39% (-681) YoY -55.66% (-2.6K)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$551.6M)	QoQ -27.64% (-$78.1K) YoY -56.12% (-$261.6K)
(cusip46428Q109)✕	7.7K	QoQ -1.96% (-155) YoY NEW(+7.7K)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$551.6M)	QoQ -9.13% (-$20.5K) YoY NEW(+$203.9K)
Farmland Partners Inc.(FPIcusip31154R109)	10.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$125.5K	0.0% ($125.5K/$551.6M)	QoQ +12.53% (+$14.0K) YoY +5.94% (+$7.0K)
HYCROFT MINING HOLDING CORP(HYMCLcusip44862P133)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$130	0.0% ($130/$551.6M)	QoQ -52.55% (-$144) YoY NEW(+$130)
(cusip86887P119)✕	15.5K	QoQ -3.12% (-500) YoY -6.06% (-1.0K)	All Managers (Combined)	$129	0.0% ($129/$551.6M)	QoQ +17.27% (-$19) YoY -40.00% (-$86)