Launch pack

13F Copycat

Multi-manager 13F filing changes scored through selected ethos lenses with source, freshness, and policy context.

Demo question: Where do respected managers overlap or disagree, and which methodology would trust the signal?
OverviewSignalsEthosSourcesPolicyAgent JSON

Manager view

Slice the same 13F evidence.

Pick Berkshire, Pershing, Duquesne, or any combination. SignalPack derives aggregate rows, overlap, ethos scores, and policy checks from atomic manager-level changes instead of committing separate files per combination.

Current signals

0

Selected managers

1/3

All selected activity 115Overlap only 5Exclusive only 110Disagreements only 4
Reset

Current view: Disagreements only · 1 manager · 0 surfaced signals

/api/packs/13f-copycat/latest?managers=berkshire-hathaway&mode=disagreement

Version

multi-manager-2026-03-31-v0.1

As of

2026-05-15

Signals

0 surfaced

Policy

pass

Model card

What this pack is for

Give an agent clean multi-manager 13F changes, source records, ethos scores, and policy checks before it drafts any action.

Source chain

  • • Berkshire Hathaway 13F view showing only tickers where selected managers moved in opposite directions with source records, ethos scoring, and policy checks recalculated for this selection.
  • • 13F-HR: Berkshire Hathaway (2026-03-31)
  • • 13F-HR: Berkshire Hathaway (2025-12-31)

Methodology

  • • Compare latest and previous SEC 13F filings.
  • • Map securities through identity providers before surfacing ticker-level changes.
  • • Preserve atomic manager-level changes so Berkshire/Pershing/Duquesne selections can be derived without separate files.
  • • Aggregate selected managers by ticker for any/all, overlap, exclusive, or disagreement views.

Agent handoff

Clean context before action

Give an agent clean multi-manager 13F changes, source records, ethos scores, and policy checks before it drafts any action.

Execution

disabled

Human approval

required

Mock next action: Monitor for the next pack version. No order draft because no signal passed filters.

Signals

What the pack surfaced

Each row is the normalized research object an agent can consume instead of scraping a source site or raw filing.

No positions passed filters

This is still useful output. A clean strategy pack should be allowed to say “nothing is strong enough right now” instead of manufacturing weak signals.

Ethos

How methodologies interpret the same pack

13F has true scored ethos outputs today. Finance-derived packs show honest demo interpretations and clearly mark where formal scoring still needs to be added.

Sources

Traceable inputs

The demo keeps source identity, freshness, and limitations attached to every pack output.

Berkshire Hathaway

13F-HR · 2026-03-31

https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml

Berkshire Hathaway

13F-HR · 2025-12-31

https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml

Limitations

Trust notes stay visible

Derived manager-selection view from multi-manager-2026-03-31-v0.1; no separate JSON artifact is generated for this combination.

Read-only research artifact. No execution, custody, or personalized advice.

Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.

CUSIP-to-ticker mapping resolved through openfigi-v3:115.

Fundamental context combines SEC Company Facts financial metrics with fixture thematic/valuation fields for demo scoring (sec-company-facts-v0.1:101, fixture-fundamentals-v0.2:31).

All selected raw change candidates mapped to tickers.

Policy

Guardrails before broker handoff

The pack carries explicit pass/warn/blocked checks, and the default demo posture never enables execution.

Execution

pass

SignalPack does not execute trades or connect to broker accounts.

Human approval

pass

Any downstream order draft must be approved outside SignalPack.

Max position

pass

No surfaced position exceeds the 12% policy cap.

Source coverage

pass

Every surfaced change has at least one source record.

Ethos failures

pass

No surfaced change fails too many selected ethos lenses.

Agent JSON

What an agent receives

This is the product thesis in concrete form: clean strategy context, source notes, normalized signals, ethos interpretation, and policy in one response.

Endpoint

GET /api/packs/13f-copycat/latest?managers=berkshire-hathaway&mode=disagreement
{
  "pack": "13f-copycat",
  "title": "Berkshire Hathaway 13F Copycat view",
  "version": "multi-manager-2026-03-31-v0.1",
  "asOf": "2026-05-15",
  "status": "launch",
  "view": {
    "mode": "disagreement",
    "managerIds": [
      "berkshire-hathaway"
    ],
    "managerCount": 1,
    "derivedFromId": "13f-copycat-multi-manager-2026-03-31",
    "description": "Berkshire Hathaway 13F view showing only tickers where selected managers moved in opposite directions with source records, ethos scoring, and policy checks recalculated for this selection."
  },
  "managers": [
    {
      "id": "berkshire-hathaway",
      "name": "Berkshire Hathaway",
      "cik": "1067983",
      "reportQuarter": "2026-03-31",
      "holdingCount": 90
    }
  ],
  "source": {
    "type": "SEC_13F",
    "sample": false,
    "urls": [
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    ],
    "freshnessNotes": [
      "Latest filing dates: Berkshire Hathaway 2026-05-15; Pershing Square Capital Management 2026-05-15; Duquesne Family Office 2026-05-15",
      "Report quarter/date: 2026-03-31",
      "13F filings can lag quarter-end by up to 45 days."
    ],
    "limitations": [
      "Derived manager-selection view from multi-manager-2026-03-31-v0.1; no separate JSON artifact is generated for this combination.",
      "Read-only research artifact. No execution, custody, or personalized advice.",
      "Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.",
      "CUSIP-to-ticker mapping resolved through openfigi-v3:115."
    ]
  },
  "methodologyVersion": "13f-ethos-live-v0.1",
  "signals": [],
  "ethos": [],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "pass",
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution",
        "status": "pass",
        "message": "SignalPack does not execute trades or connect to broker accounts."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval",
        "status": "pass",
        "message": "Any downstream order draft must be approved outside SignalPack."
      },
      {
        "id": "max-position-weight",
        "label": "Max position",
        "status": "pass",
        "message": "No surfaced position exceeds the 12% policy cap."
      },
      {
        "id": "source-coverage",
        "label": "Source coverage",
        "status": "pass",
        "message": "Every surfaced change has at least one source record."
      },
      {
        "id": "ethos-failure-count",
        "label": "Ethos failures",
        "status": "pass",
        "message": "No surfaced change fails too many selected ethos lenses."
      }
    ],
    "blockedReasons": []
  },
  "handoff": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "nextAgentAction": "monitor_for_next_version"
  }
}
Raw artifact preview
{
  "id": "13f-copycat-multi-manager-2026-03-31:view:disagreement:berkshire-hathaway",
  "pack": "13f-copycat",
  "version": "multi-manager-2026-03-31-v0.1",
  "asOf": "2026-05-15",
  "sourceSummary": {
    "sourceType": "SEC_13F",
    "sample": false,
    "description": "Berkshire Hathaway 13F view showing only tickers where selected managers moved in opposite directions with source records, ethos scoring, and policy checks recalculated for this selection.",
    "filingCount": 2,
    "sourceUrls": [
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    ],
    "freshnessNotes": [
      "Latest filing dates: Berkshire Hathaway 2026-05-15; Pershing Square Capital Management 2026-05-15; Duquesne Family Office 2026-05-15",
      "Report quarter/date: 2026-03-31",
      "13F filings can lag quarter-end by up to 45 days."
    ],
    "limitations": [
      "Derived manager-selection view from multi-manager-2026-03-31-v0.1; no separate JSON artifact is generated for this combination.",
      "Read-only research artifact. No execution, custody, or personalized advice.",
      "Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.",
      "CUSIP-to-ticker mapping resolved through openfigi-v3:115.",
      "Fundamental context combines SEC Company Facts financial metrics with fixture thematic/valuation fields for demo scoring (sec-company-facts-v0.1:101, fixture-fundamentals-v0.2:31).",
      "All selected raw change candidates mapped to tickers."
    ]
  },
  "inputs": [
    {
      "id": "0001193125-26-226661",
      "type": "13F-HR",
      "cik": "1067983",
      "managerName": "Berkshire Hathaway",
      "accessionNumber": "0001193125-26-226661",
      "filedAt": "2026-05-15",
      "reportQuarter": "2026-03-31",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml"
    },
    {
      "id": "0001193125-26-054580",
      "type": "13F-HR",
      "cik": "1067983",
      "managerName": "Berkshire Hathaway",
      "accessionNumber": "0001193125-26-054580",
      "filedAt": "2026-02-17",
      "reportQuarter": "2025-12-31",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    }
  ],
  "managers": [
    {
      "id": "berkshire-hathaway",
      "name": "Berkshire Hathaway",
      "cik": "1067983",
      "latestSourceId": "0001193125-26-226661",
      "previousSourceId": "0001193125-26-054580",
      "latestFiledAt": "2026-05-15",
      "previousFiledAt": "2026-02-17",
      "reportQuarter": "2026-03-31",
      "holdingCount": 90,
      "portfolioMarketValueUsd": 263095703570,
      "previousPortfolioMarketValueUsd": 274160086701
    }
  ],
  "view": {
    "mode": "disagreement",
    "managerIds": [
      "berkshire-hathaway"
    ],
    "managerCount": 1,
    "derivedFromId": "13f-copycat-multi-manager-2026-03-31",
    "description": "Berkshire Hathaway 13F view showing only tickers where selected managers moved in opposite directions with source records, ethos scoring, and policy checks recalculated for this selection."
  },
  "managerChanges": [
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "GOOGL",
      "issuerName": "ALPHABET INC-CL A",
      "action": "added",
      "currentWeightPct": 5.93,
      "previousWeightPct": 2.04,
      "weightChangePct": 3.89,
      "currentMarketValueUsd": 15600071913,
      "previousMarketValueUsd": 5585842446,
      "currentShares": 54249798,
      "previousShares": 17846142,
      "shareChange": 36403656,
      "marketValueChangeUsd": 10014229467,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "candidate",
      "convictionSignals": [
        "Berkshire Hathaway added 36,403,656 shares",
        "Current 13F weight 5.93%",
        "Market-value change $10.0B"
      ],
      "summary": "Berkshire Hathaway added ALPHABET INC-CL A (GOOGL) by 36,403,656 shares. Current 13F weight is 5.93%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "BAC",
      "issuerName": "BANK OF AMERICA CORP",
      "action": "reduced",
      "currentWeightPct": 9.52,
      "previousWeightPct": 10.38,
      "weightChangePct": -0.86,
      "currentMarketValueUsd": 25039178044,
      "previousMarketValueUsd": 28451276370,
      "currentShares": 513624165,
      "previousShares": 517295934,
      "shareChange": -3671769,
      "marketValueChangeUsd": -3412098326,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "convictionSignals": [
        "Berkshire Hathaway reduced 3,671,769 shares",
        "Current 13F weight 9.52%",
        "Market-value change -$3.4B"
      ],
      "summary": "Berkshire Hathaway reduced BANK OF AMERICA CORP (BAC) by 3,671,769 shares. Current 13F weight is 9.52%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "V",
      "issuerName": "VISA INC-CLASS A SHARES",
      "action": "exited",
      "currentWeightPct": 0,
      "previousWeightPct": 1.06,
      "weightChangePct": -1.06,
      "currentMarketValueUsd": 0,
      "previousMarketValueUsd": 2910002197,
      "currentShares": 0,
      "previousShares": 8297460,
      "shareChange": -8297460,
      "marketValueChangeUsd": -2910002197,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "convictionSignals": [
        "Berkshire Hathaway exited 8,297,460 shares",
        "Current 13F weight 0%",
        "Market-value change -$2.9B"
      ],
      "summary": "Berkshire Hathaway exited VISA INC-CLASS A SHARES (V) by 8,297,460 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "DAL",
      "issuerName": "DELTA AIR LINES INC",
      "action": "new",
      "currentWeightPct": 1.01,
      "previousWeightPct": 0,
      "weightChangePct": 1.01,
      "currentMarketValueUsd": 2646532635,
      "previousMarketValueUsd": 0,
      "currentShares": 39809456,
      "previousShares": 0,
      "shareChange": 39809456,
      "marketValueChangeUsd": 2646532635,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "candidate",
      "convictionSignals": [
        "Berkshire Hathaway new 39,809,456 shares",
        "Current 13F weight 1.01%",
        "Market-value change $2.6B"
      ],
      "summary": "Berkshire Hathaway new DELTA AIR LINES INC (DAL) by 39,809,456 shares. Current 13F weight is 1.01%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "CVX",
      "issuerName": "CHEVRON CORP",
      "action": "reduced",
      "currentWeightPct": 6.64,
      "previousWeightPct": 7.24,
      "weightChangePct": -0.6,
      "currentMarketValueUsd": 17457364606,
      "previousMarketValueUsd": 19837131131,
      "currentShares": 84375856,
      "previousShares": 130156362,
      "shareChange": -45780506,
      "marketValueChangeUsd": -2379766525,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "convictionSignals": [
        "Berkshire Hathaway reduced 45,780,506 shares",
        "Current 13F weight 6.64%",
        "Market-value change -$2.4B"
      ],
      "summary": "Berkshire Hathaway reduced CHEVRON CORP (CVX) by 45,780,506 shares. Current 13F weight is 6.64%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "managerId": "berkshire-hathaway",
      "managerName": "Berkshire Hathaway",
      "ticker": "MA",
      "issuerName": "MASTERCARD INC - A",
      "action": "exited",
      "currentWeightPct": 0,
      "previousWeightPct": 0.83,
      "weightChangePct": -0.83,
      "currentMarketValueUsd": 0,
      "previousMarketValueUsd": 2275897610,
      "currentShares": 0,
      "previousShares": 3986648,
      "shareChange": -3986648,
      "marketValueChangeUsd": -2275897610,
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "convictionSignals": [
        "Berkshire Hathaway exited 3,986,648 shares",
        "Current 13F weight 0%",
        "Market-value change -$2.3B"
      ],
      "summary": "Berkshire Hathaway exited MASTERCARD INC - A (MA) by 3,986,648 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff."
    }
  ],
  "changes": [],
  "ethosScores": [],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "pass",
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution",
        "status": "pass",
        "message": "SignalPack does not execute trades or connect to broker accounts."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval",
        "status": "pass",
        "message": "Any downstream order draft must be approved outside SignalPack."
      },
      {
        "id": "max-position-weight",
        "label": "Max position",
        "status": "pass",
        "message": "No surfaced position exceeds the 12% policy cap."
      },
      {
        "id": "source-coverage",
        "label": "Source coverage",
        "status": "pass",
        "message": "Every surfaced change has at least one source record."
      },
      {
        "id": "ethos-failure-count",
        "label": "Ethos failures",
        "status": "pass",
        "message": "No surfaced change fails too many selected ethos lenses."
      }
    ],
    "blockedReasons": []
  }
}