Kopion Asset Management’s Simulations Plus SLP Stock Holding History

Kopion Asset Management’s Portfolio SLP Stock Details SLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Sell	184,614 -37,829	-17%	-$581K	2.14%	17
2026 Q1	$2.63M	Buy	222,443 +88,055	+66%	+$1.3M	2.05%	17
2025 Q4	$2.45M	Sell	134,388 -51,006	-28%	-$895K	1.75%	18
2025 Q3	$2.79M	Buy	185,394 +28,993	+19%	+$422K	1.81%	19
2025 Q2	$2.73M	Buy	156,401 +28,980	+23%	+$813K	1.84%	19
2025 Q1	$3.12M	Buy	127,421 +11,377	+10%	+$345K	2.43%	18
2024 Q4	$3.24M	Buy	116,044 +290	+0.3%	+$8.83K	2.27%	17
2024 Q3	$3.71M	Sell	115,754 -5,854	-5%	-$216K	2.67%	16
2024 Q2	$5.91M	Sell	121,608 -1,107	-0.9%	-$52.2K	4.2%	13
2024 Q1	$5.05M	Buy	122,715 +6	+0%	+$246	3.59%	14
2023 Q4	$5.49M	Buy	122,709 +72,622	+145%	+$2.88M	4.21%	13
2023 Q3	$2.09M	Sell	50,087 -33	-0.1%	-$1.5K	1.86%	17
2023 Q2	$2.17M	Sell	50,120 -1,869	-4%	-$81.7K	1.84%	17
2023 Q1	$2.28M	Buy	51,989 +16,693	+47%	+$669K	1.99%	17
2022 Q4	$1.29M	Hold	35,296	–	–	1.31%	17
2022 Q3	$1.71M	Sell	35,296 -25,107	-42%	-$1.47M	1.88%	17
2022 Q2	$2.98M	Sell	60,403 -57	-0.1%	-$2.69K	3.18%	16
2022 Q1	$3.08M	Buy	60,460 +43,130	+249%	+$1.85M	2.61%	16
2021 Q4	$820K	Buy	+17,330	New	+$818K	0.68%	17

Other funds holding SLP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return