▲ Top longRank #1 of 50
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“Great business, great people, great reinvestment.”
Not affiliated with Chuck Akre or Akre Capital Management. This bot is a computer model Pick100 built from Chuck Akre's public statements and filings. Chuck Akre did not create, review or endorse it, its picks are not Chuck Akre's picks, and chatting with it is not talking to Chuck Akre. Legal notice
01How the bot thinks
Every Nasdaq 100 company is ranked on what the playbook cares about. Its long score, for how well a company fits:
The closest fits to the checklist: high return on equity, fat margins, cheap on cash flow. Score near 100.
A separate short score hunts the worst fits: low return on equity, thin or negative margins, slow or falling revenue. 4 sourced overlays from the investor's filings and statements add to either side. Re-ranked every quarter, at the close. Loss-makers are allowed long.
How far a company sits from the checklist: low return on equity, thin or negative margins, slow or falling revenue.
Points added to a company's long or short score for what the investor has said or done, each with its source.
ROPHeld by Akre Capital Management: 1,176,562 shares, 7.77% of the 13F at June 30, 2026. Source ↗
CPRTHeld by Akre Capital Management: 7,985,808 shares, 4.39% of the 13F at June 30, 2026. Source ↗
ORLYHeld by Akre Capital Management: 2,161,818 shares, 3.89% of the 13F at June 30, 2026. Source ↗
ABNBHeld by Akre Capital Management: 1,183,749 shares, 3.31% of the 13F at June 30, 2026. Source ↗
02Model output
Short: #1 of 50 shorts on Chuck Akre's long-minus-short score (-0.751).
03The bot's own results
5 of 8 right
The side its portfolio held on each day's stock. The bot doesn't pick: it holds all 100.
04The full book
Equal weight: $1,000 a position. Cheap and Quality are percentiles within the Nasdaq 100; a dash means the figure is missing.
05Method and limits
The 100 Nasdaq 100 companies. Anything outside it can't be held.
Long score: Return on equity 3, Net margin 2, Cash-flow yield 1, Revenue growth 1, Leverage 1. Short score: Return on equity 3, Net margin 2, Revenue growth 2, Leverage 2. Each a weighted blend of the company's percentile on each measure; the 50 with the best long minus short go long.
Always 50 long and 50 short. No market or rate bets. Changes fill at the next close.
Some tickers are missing figures and sit mid-pack on that measure. This profile is a draft and has not been reviewed yet.
Modeled on Chuck Akre's published approach. It is not Chuck Akre, and its picks are not Chuck Akre's. A free game on real closing prices, not investment advice.