Fund Universe

← Fund Universe

☆LINCOLN NATIONAL CORP (LNC, LNC-PD)

CIK 0000059558 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.929
AUM ($M)
3,907
Positions
20
Turnover
0.04
Top-10 wt
69%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 20 positions · portfolio value $3,907M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VUG funds › VANGUARD INDEX FDS ADD — 9.0% -0.1% 350.7 4,071,643 +3,352,590 0 —
☆VTV funds › VANGUARD INDEX FDS ADD — 8.2% +0.2% 319.4 1,465,806 +66,537 0 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 7.9% -0.9% 310.0 3,979,162 +75,129 0 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 7.7% +0.1% 302.7 817,971 -8,629 0 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 7.1% -0.1% 275.9 3,294,439 -21,265 0 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 6.7% +0.0% 261.1 380,227 -5,663 0 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 6.4% -0.5% 250.1 9,439,565 +531,716 0 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 6.0% -0.6% 233.2 4,815,071 +106,727 0 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 4.9% -0.4% 189.6 2,750,787 +123,593 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 4.8% -0.1% 187.4 2,629,796 -23,812 0 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 4.6% -0.5% 181.7 3,880,622 +89,304 0 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 4.4% -0.5% 172.7 2,251,874 +65,981 0 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS TRIM — 3.9% +0.0% 151.9 458,185 -4,456 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F NEW — 3.4% +3.4% 133.9 2,244,009 +2,244,009 0 —
☆IEMG funds › ISHARES INC TRIM — 3.2% -0.1% 126.0 1,521,016 -115,803 0 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 3.1% -0.1% 123.1 1,439,435 -9,624 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 3.1% -0.1% 121.3 1,370,143 +36,184 0 —
☆VB funds › VANGUARD INDEX FDS ADD — 2.3% +0.1% 88.9 293,140 +8,822 0 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.2% +0.0% 85.7 740,397 -33,446 0 —
☆VXF funds › VANGUARD INDEX FDS ADD — 1.1% +0.1% 42.1 170,932 +2,122 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 3,907 20 0.04 69% 0.060 0.927 — in
2026Q1 3,454 19 0.06 71% 0.063 0.923 — in
2025Q4 3,421 20 0.05 71% 0.062 0.910 — in
2025Q3 3,507 20 0.01 69% 0.060 0.935 — in
2025Q2 3,297 20 0.06 69% 0.060 0.912 — entered
2025Q1 3,104 21 0.00 69% 0.060 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status