Fund Universe

EVERETT HARRIS & CO /CA/

CIK 0001009254 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.943
AUM ($M)
8,142
Positions
292
Turnover
0.06
Top-10 wt
67%
Herfindahl
0.065
History (qtrs)
6
Excess Return
+2.3%

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Holdings · 340 positions · portfolio value $8,142M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 14.5% +1.1% 1,182.6 4,086,992 -24,113 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL ADD 13.0% -0.0% 1,061.1 1,417 +2 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 8.4% -1.5% 687.1 734,529 -43,166 5
GOOG funds › ALPHABET INC TRIM 8.3% +1.2% 676.6 1,914,904 -20,048 5
MSFT funds › MICROSOFT CORP TRIM 6.7% -0.3% 542.8 1,455,069 -242 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 3.9% -0.0% 318.1 635,745 -3,288 5
NVO funds › NOVO-NORDISK A S ADD 3.8% +0.8% 310.4 6,475,622 +50,961 5
AMZN funds › AMAZON COM INC TRIM 3.0% +0.2% 243.4 1,021,200 -1,346 5
VHT funds › VANGUARD WORLD FD ADD 2.7% +0.1% 219.4 733,600 +7,395 5
GOOGL funds › ALPHABET INC TRIM 2.4% +0.4% 196.7 550,319 -5,805 5
TJX funds › TJX COS INC NEW TRIM 2.1% -0.2% 169.5 1,118,622 -7,185 5
BAC funds › BANK OF AMER CORP TRIM 1.9% +0.2% 156.9 2,753,848 -5,635 5
ABT funds › ABBOTT LABORATORIES TRIM 1.6% -0.3% 131.8 1,452,342 -394 5
ABBV funds › ABBVIE INC TRIM 1.6% +0.1% 129.0 512,541 -850 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.5% -0.0% 119.2 469,392 -532 5
DIS funds › DISNEY WALT CO TRIM 1.4% -0.1% 111.2 1,155,166 -561 5
MCD funds › MCDONALDS CORP ADD 1.3% -0.3% 106.0 392,002 +1,288 5
SBUX funds › STARBUCKS CORP TRIM 1.2% +0.1% 95.4 933,923 -25,094 5
CVX funds › CHEVRON CORPORATION TRIM 1.1% -0.4% 88.1 531,337 -9,159 5
UL funds › UNILEVER PLC ADD 1.0% +0.0% 85.3 1,418,743 +11,222 3 -30.5%
BDX funds › BECTON DICKINSON & CO ADD 1.0% -0.1% 84.1 555,953 +1,991 5
WMT funds › WALMART INC TRIM 1.0% -0.2% 81.3 717,790 -23,947 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.9% +0.0% 71.3 777,970 -1,907 5
CMCSA funds › COMCAST CORP NEW ADD 0.7% +0.1% 57.9 2,359,192 +827,111 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.7% -0.3% 55.5 445,868 +77,744 5
PEP funds › PEPSICO INC TRIM 0.6% -0.1% 48.3 356,791 -11,423 5
PGR funds › PROGRESSIVE CORP ADD 0.5% +0.2% 44.3 202,641 +71,395 5
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.5% -0.0% 40.3 306,640 -596 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.5% +0.1% 40.0 83,733 -1,609 5
FDS funds › FACTSET RESH SYS INC ADD 0.5% +0.0% 36.9 160,592 +7,855 5
HD funds › HOME DEPOT INC TRIM 0.5% +0.0% 36.9 104,626 -58 5
SHEL funds › SHELL PLC ADD 0.4% -0.1% 35.0 451,859 +19,213 5
LH funds › LABCORP HOLDINGS INC ADD 0.4% +0.2% 34.9 124,689 +68,749 5
VUG funds › VANGUARD INDEX FDS ADD 0.4% +0.0% 33.8 391,833 +326,023 5
EXPD funds › EXPEDITORS INTL WASH INC TRIM 0.4% +0.0% 31.8 195,113 -5,532 5
MRK funds › MERCK & CO INC TRIM 0.3% +0.0% 28.4 221,036 -419 5
UNP funds › UNION PAC CORP ADD 0.3% +0.0% 26.7 98,305 +8,425 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.3% -0.1% 25.0 49,018 -723 5
NKE funds › NIKE INC TRIM 0.3% -0.4% 25.0 608,026 -427,804 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.3% -0.1% 23.2 547,161 +2,965 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.3% -0.0% 21.9 237,657 +11,302 5
MA funds › MASTERCARD INCORPORATED TRIM 0.3% -0.0% 21.3 41,453 -708 5
ECL funds › ECOLAB INC ADD 0.3% +0.0% 20.6 73,815 +258 5
RTX funds › RTX CORPORATION TRIM 0.2% -0.0% 19.9 105,058 -8,104 5
BUD funds › ANHEUSER BUSCH INBEV SA NV ADD 0.2% +0.0% 19.9 240,911 +2,438 5
J funds › JACOBS SOLUTIONS INC ADD 0.2% -0.0% 19.5 154,815 +4,452 5
CUSIP:060505682 funds › BANK OF AMER CORP TRIM 0.2% -0.0% 17.7 14,115 -110 5
HSIC funds › SCHEIN HENRY INC ADD 0.2% +0.0% 16.6 198,177 +14,915 5
QQQ funds › INVESCO QQQ TR HOLD 0.2% +0.0% 16.1 21,850 +0 5
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 11.5 131,593 +900 5
WAT funds › WATERS CORP TRIM 0.1% -0.1% 11.2 29,991 -41,979 2 +35.0%
D funds › DOMINION ENERGY INC ADD 0.1% +0.0% 11.1 162,221 +11,813 5
LLY funds › ELI LILLY & CO TRIM 0.1% +0.0% 10.3 8,557 -265 5
JPM funds › JPMORGAN CHASE & CO ADD 0.1% +0.0% 10.1 30,793 +2,844 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 9.1 13,297 -80 5
TTI funds › TETRA TECHNOLOGIES INC DEL ADD 0.1% +0.0% 9.1 803,865 +188 5
OKE funds › ONEOK INC NEW ADD 0.1% -0.0% 9.0 103,986 +231 5
VSXY funds › VICTORIAS SECRET AND CO ADD 0.1% +0.0% 8.9 106,699 +1,627 5
IEMG funds › ISHARES INC TRIM 0.1% +0.0% 8.8 105,784 -3,645 5
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.1% +0.0% 8.6 38,548 -755 5
AMGN funds › AMGEN INC ADD 0.1% -0.0% 8.4 23,296 +174 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 8.1 55,164 -145 5
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 7.9 14,109 -10 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.1% -0.0% 7.9 15,789 +320 5
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 7.9 39,513 +246 5
KO funds › COCA COLA CO TRIM 0.1% -0.0% 7.6 93,744 -6,834 5
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.1% +0.0% 7.3 80,341 +2,069 5
ALSN funds › ALLISON TRANSMISSION HLDGS I TRIM 0.1% -0.0% 6.8 60,607 -1,540 5
PFE funds › PFIZER INC ADD 0.1% -0.0% 6.8 283,402 +3,228 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 6.8 116,330 +26,950 4 -19.1%
INTC funds › INTEL CORP TRIM 0.1% +0.1% 6.8 48,415 -250 5
CP funds › CANADIAN PACIFIC KANSAS CITY ADD 0.1% +0.0% 6.7 77,484 +359 5
LVS funds › LAS VEGAS SANDS CORP ADD 0.1% +0.0% 6.5 141,531 +58,984 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.1% -0.0% 5.9 55,210 -4,940 5
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.1% +0.0% 5.7 7,632 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 5.5 70,130 +200 5
VSAT funds › VIASAT INC ADD 0.1% +0.1% 5.4 60,380 +47,880 5
EMR funds › EMERSON ELEC CO TRIM 0.1% +0.0% 5.2 36,017 -50 5
VUSB funds › VANGUARD BD INDEX FDS TRIM 0.1% -0.0% 4.9 97,500 -49,750 3 -20.6%
QCOM funds › QUALCOMM INC ADD 0.1% +0.0% 4.9 26,249 +39 5
MDT funds › MEDTRONIC PLC ADD 0.1% -0.0% 4.8 61,038 +7,045 5
V funds › VISA INC ADD 0.1% +0.0% 4.7 13,574 +43 5
CSW funds › CSW INDUSTRIALS INC TRIM 0.1% +0.0% 4.6 16,646 -259 5
BLK funds › BLACKROCK INC ADD 0.1% -0.0% 4.4 4,622 +106 5
VVV funds › VALVOLINE INC TRIM 0.1% +0.0% 4.4 111,065 -2,400 5
KMI funds › KINDER MORGAN INC DEL ADD 0.1% -0.0% 4.3 133,279 +1,500 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.1% -0.0% 4.2 26,702 -5,199 5
CAT funds › CATERPILLAR INC TRIM 0.1% +0.0% 4.1 3,842 -60 5
WY funds › WEYERHAEUSER CO ADD 0.0% +0.0% 4.1 169,917 +21,255 5
CSCO funds › CISCO SYS INC HOLD 0.0% +0.0% 3.9 33,477 +0 5
C funds › CITIGROUP INC TRIM 0.0% +0.0% 3.7 26,479 -250 5
IFF funds › INTERNATIONAL FLAVORS&FRAGRA ADD 0.0% +0.0% 3.7 46,265 +5,080 5
SYY funds › SYSCO CORP TRIM 0.0% +0.0% 3.5 41,903 -4,434 5
BATRK funds › ATLANTA BRAVES HLDGS INC ADD 0.0% +0.0% 3.5 67,034 +19,210 3 +34.4%
AMJB funds › JPMORGAN CHASE FINL CO LLC ADD 0.0% -0.0% 3.4 99,310 +565 5
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 3.2 19,914 -1,680 5
GE funds › GE AEROSPACE HOLD 0.0% +0.0% 3.2 8,462 +0 5
BAX funds › BAXTER INTL INC TRIM 0.0% +0.0% 3.1 146,154 -8,599 5
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.0% -0.0% 2.9 79,383 -150 5
PM funds › PHILIP MORRIS INTL INC HOLD 0.0% +0.0% 2.8 15,243 +0 5
EWS funds › ISHARES INC TRIM 0.0% -0.0% 2.7 92,286 -870 5
NVS funds › NOVARTIS AG HOLD 0.0% -0.0% 2.7 17,363 +0 5
GLW funds › CORNING INC HOLD 0.0% +0.0% 2.6 10,192 +0 5
ZBH funds › ZIMMER BIOMET HOLDINGS INC TRIM 0.0% -0.0% 2.6 29,647 -31,323 5
VTI funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 2.5 6,837 -215 5
BSV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 2.4 31,254 -240 5
BOH funds › BANK HAWAII CORP HOLD 0.0% +0.0% 2.4 29,223 +0 5
BN funds › BROOKFIELD CORP HOLD 0.0% +0.0% 2.3 54,342 +0 5
PSX funds › PHILLIPS 66 ADD 0.0% -0.0% 2.3 13,632 +192 5
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 2.3 1,917 -70 5
WFC funds › WELLS FARGO & CO ADD 0.0% +0.0% 2.2 26,357 +905 5
CAH funds › CARDINAL HEALTH INC HOLD 0.0% +0.0% 2.1 8,993 +0 5
CUSIP:921910733 funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 2.1 16,000 +0 5
IDU funds › ISHARES TR TRIM 0.0% -0.0% 2.1 17,934 -105 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% +0.0% 2.0 6,046 -4 5
ENB funds › ENBRIDGE INC TRIM 0.0% -0.0% 2.0 36,123 -657 5
DMLP funds › DORCHESTER MINERALS L P HOLD 0.0% -0.0% 2.0 77,389 +0 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% +0.0% 1.9 8,630 +466 5
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 1.9 9,978 -103 5
SYK funds › STRYKER CORPORATION ADD 0.0% -0.0% 1.9 5,937 +75 5
CUSIP:949746804 funds › WELLS FARGO & CO NEW 0.0% +0.0% 1.8 1,585 +1,585 1
IVV funds › ISHARES TR ADD 0.0% +0.0% 1.8 2,444 +100 5
MICC funds › MAGNUM ICE CREAM CO NV TRIM 0.0% -0.0% 1.8 103,665 -181,320 3 +22.2%
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.0% +0.0% 1.8 6,285 +33 5
HST funds › HOST HOTELS & RESORTS INC TRIM 0.0% +0.0% 1.8 74,188 -5,945 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.0% +0.0% 1.7 2,896 -7 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.0% +0.0% 1.7 8,808 +0 5
UTMD funds › UTAH MED PRODS INC TRIM 0.0% -0.0% 1.7 23,933 -1,631 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.0% +0.0% 1.6 6,720 +0 5
MO funds › ALTRIA GROUP INC TRIM 0.0% +0.0% 1.6 21,810 -70 5
PARR funds › PAR PAC HOLDINGS INC HOLD 0.0% -0.0% 1.6 27,839 +0 5 +173.0%
TRP funds › TC ENERGY CORP HOLD 0.0% +0.0% 1.5 22,004 +0 5
AVGO funds › BROADCOM INC HOLD 0.0% +0.0% 1.4 3,822 +0 5
AMAT funds › APPLIED MATLS INC TRIM 0.0% +0.0% 1.4 1,982 -127 5
USB funds › US BANCORP TRIM 0.0% +0.0% 1.4 23,059 -1,131 5
DE funds › DEERE & CO ADD 0.0% +0.0% 1.4 2,183 +225 5
ORCL funds › ORACLE CORP ADD 0.0% +0.0% 1.4 9,359 +809 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 1.4 3,439 -125 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 1.3 6,283 +575 5
UNH funds › UNITEDHEALTH GROUP INC HOLD 0.0% +0.0% 1.3 3,142 +0 5
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 1.3 4,139 -95 5
TXN funds › TEXAS INSTRS INC TRIM 0.0% +0.0% 1.3 4,301 -18 5
IWF funds › ISHARES TR ADD 0.0% +0.0% 1.3 10,292 +7,719 5
DJCO funds › DAILY JOURNAL CORP HOLD 0.0% +0.0% 1.3 2,100 +0 5
LNT funds › ALLIANT ENERGY CORP HOLD 0.0% +0.0% 1.2 16,272 +0 5
PCAR funds › PACCAR INC TRIM 0.0% -0.0% 1.2 10,333 -225 5
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 1.2 16,672 -150 5
SUNC funds › SUNOCOCORP LLC ADD 0.0% +0.0% 1.2 18,000 +1,000 2 +64.7%
LIN funds › LINDE PLC HOLD 0.0% -0.0% 1.2 2,285 +0 5
TSLA funds › TESLA INC ADD 0.0% +0.0% 1.2 2,799 +30 5
CUSIP:864159108 funds › STURM RUGER & CO INC HOLD 0.0% -0.0% 1.2 30,880 +0 3
BA funds › BOEING CO HOLD 0.0% +0.0% 1.1 5,246 +0 5
MMM funds › 3M CO HOLD 0.0% +0.0% 1.1 6,971 +0 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.0% +0.0% 1.1 14,888 +750 5
WST funds › WEST PHARMACEUTICAL SVSC INC HOLD 0.0% +0.0% 1.1 2,982 +0 5
PYPL funds › PAYPAL HLDGS INC TRIM 0.0% -0.0% 1.1 24,680 -13,092 5
EEM funds › ISHARES TR TRIM 0.0% +0.0% 1.1 15,527 -166 5
SCHG funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 1.1 31,188 +0 5
BEP funds › BROOKFIELD RENEWABLE ENERGY HOLD 0.0% +0.0% 1.0 30,000 +0 5
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.0% -0.0% 1.0 4,525 -465 5
EBAY funds › EBAY INC. TRIM 0.0% -0.0% 1.0 8,873 -2,920 5
APD funds › AIR PRODUCTS AND CHEMICALS I HOLD 0.0% -0.0% 1.0 3,298 +0 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% +0.0% 1.0 16,100 -674 5
HASI funds › HA SUSTAINABLE INFRA CAP INC HOLD 0.0% +0.0% 1.0 24,600 +0 5
SCHV funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 1.0 27,394 -600 5
CVS funds › CVS HEALTH CORP TRIM 0.0% +0.0% 0.9 8,693 -1 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.9 7,350 +6,431 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.9 3,847 -17 5
CMI funds › CUMMINS INC TRIM 0.0% +0.0% 0.8 1,170 -43 5
CB funds › CHUBB LIMITED HOLD 0.0% -0.0% 0.8 2,412 +0 5
T funds › AT&T INC HOLD 0.0% -0.0% 0.8 39,687 +0 5
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 0.8 11,451 -80 5
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 0.8 7,805 +0 5
LAMR funds › LAMAR ADVERTISING CO NEW 0.0% +0.0% 0.8 5,000 +5,000 1 +5.7%
ETN funds › EATON CORP PLC HOLD 0.0% +0.0% 0.8 1,799 +0 5
ORA funds › ORMAT TECHNOLOGIES INC HOLD 0.0% -0.0% 0.8 7,000 +0 5
KMB funds › KIMBERLY-CLARK CORP HOLD 0.0% +0.0% 0.8 6,855 +0 5
BE funds › BLOOM ENERGY CORP HOLD 0.0% +0.0% 0.7 2,460 +0 4 +388.6%
ISHG funds › ISHARES TR HOLD 0.0% -0.0% 0.7 9,920 +0 2 -34.6%
WFRD funds › WEATHERFORD INTL PLC HOLD 0.0% -0.0% 0.7 8,950 +0 5 +48.2%
KR funds › KROGER CO HOLD 0.0% -0.0% 0.7 13,000 +0 5
SNA funds › SNAP ON INC HOLD 0.0% +0.0% 0.7 1,780 +0 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.7 3,165 +3,165 1 -11.2%
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.7 3,162 +3,162 1 -104.9%
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.0% -0.0% 0.7 2,575 +0 5
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 0.7 1,324 +0 5
CSX funds › CSX CORP HOLD 0.0% +0.0% 0.7 14,159 +0 5
IJH funds › ISHARES TR ADD 0.0% +0.0% 0.7 8,520 +870 5
WTRG funds › ESSENTIAL UTILS INC ADD 0.0% -0.0% 0.7 17,000 +1,000 5
KVUE funds › KENVUE INC TRIM 0.0% -0.0% 0.6 33,351 -3,026 5
RIVN funds › RIVIAN AUTOMOTIVE INC ADD 0.0% +0.0% 0.6 34,485 +90 5
BEPC funds › BROOKFIELD RENEWABLE CORP HOLD 0.0% -0.0% 0.6 16,000 +0 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.6 1,455 -187 5
FTEC funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.6 2,050 +0 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.6 20,175 +1,400 5
IXN funds › ISHARES TR TRIM 0.0% +0.0% 0.6 4,020 -450 5
HUBB funds › HUBBELL INC HOLD 0.0% +0.0% 0.6 1,100 +0 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.6 20,356 +250 5
NAC funds › NUVEEN CA DIVI ADV MUN HOLD 0.0% -0.0% 0.6 46,000 +0 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.0% -0.0% 0.6 9,596 +0 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.0% +0.0% 0.5 542 +40 5
RCI funds › ROGERS COMMUNICATIONS INC TRIM 0.0% -0.0% 0.5 16,365 -460 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 0.5 7,060 -1,954 5
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.5 3,400 +400 5
GIS funds › GENERAL MILLS INC ADD 0.0% +0.0% 0.5 14,412 +8,352 5
USFR funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.5 9,900 -3,800 5
IXC funds › ISHARES TR HOLD 0.0% -0.0% 0.5 10,000 +0 5
LEVI funds › LEVI STRAUSS & CO NEW TRIM 0.0% +0.0% 0.5 19,575 -700 5
EWY funds › ISHARES INC ADD 0.0% +0.0% 0.5 2,400 +400 2 +60.8%
RUSHA funds › RUSH ENTERPRISES INC TRIM 0.0% +0.0% 0.5 6,500 -200 3 +91.9%
XLY funds › SELECT SECTOR SPDR TR HOLD 0.0% +0.0% 0.5 4,032 +0 5
TGT funds › TARGET CORP HOLD 0.0% +0.0% 0.5 3,613 +0 5
PSA funds › PUBLIC STORAGE TRIM 0.0% +0.0% 0.5 1,462 -25 5
MRNA funds › MODERNA INC HOLD 0.0% +0.0% 0.5 6,600 +0 2 +80.2%
GD funds › GENERAL DYNAMICS CORP HOLD 0.0% -0.0% 0.5 1,300 +0 5
LOW funds › LOWES COS INC HOLD 0.0% -0.0% 0.5 2,076 +0 5
IXJ funds › ISHARES TR HOLD 0.0% +0.0% 0.5 4,630 +0 5
AMP funds › AMERIPRISE FINL INC TRIM 0.0% -0.0% 0.5 988 -3 5
MPC funds › MARATHON PETE CORP HOLD 0.0% -0.0% 0.4 1,752 +0 5
BMY funds › BRISTOL-MYERS SQUIBB CO HOLD 0.0% -0.0% 0.4 7,723 +0 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.0% -0.0% 0.4 8,709 +70 5
KLAC funds › KLA CORP ADD 0.0% +0.0% 0.4 1,460 +1,314 2 +64.3%
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% +0.0% 0.4 1,398 +0 5
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.0% +0.0% 0.4 1,128 +217 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.4 8,160 +432 5
MS funds › MORGAN STANLEY HOLD 0.0% +0.0% 0.4 2,059 +0 5
PICK funds › ISHARES INC HOLD 0.0% -0.0% 0.4 7,377 +0 3 +32.6%
IBB funds › ISHARES TR HOLD 0.0% +0.0% 0.4 2,235 +0 5
XLV funds › SELECT SECTOR SPDR TR HOLD 0.0% +0.0% 0.4 2,645 +0 5
ASML funds › ASML HLDG NV HOLD 0.0% +0.0% 0.4 207 +0 4 +128.8%
ATO funds › ATMOS ENERGY CORP HOLD 0.0% -0.0% 0.4 2,382 +0 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD 0.0% -0.0% 0.4 9,149 +0 5
LULU funds › LULULEMON ATHLETICA INC ADD 0.0% +0.0% 0.4 3,578 +1,581 5
FSLR funds › FIRST SOLAR INC HOLD 0.0% +0.0% 0.4 1,700 +0 5 -4.7%
CNI funds › CANADIAN NATL RY CO ADD 0.0% +0.0% 0.4 3,338 +1,000 3 +24.7%
YUMC funds › YUM CHINA HLDGS INC TRIM 0.0% -0.0% 0.4 9,553 -4,689 5
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.4 330 +330 1 +311.8%
PAC funds › GRUPO AEROPORTUNARIO DEL PAC TRIM 0.0% -0.0% 0.4 1,495 -105 5
ALL funds › ALLSTATE CORP HOLD 0.0% +0.0% 0.4 1,555 +0 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.0% +0.0% 0.4 1,486 -12 5 +12.6%
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.0% +0.0% 0.4 732 +0 5
SU funds › SUNCOR ENERGY INC NEW TRIM 0.0% -0.0% 0.4 6,675 -2,000 5
IWM funds › ISHARES TR TRIM 0.0% +0.0% 0.4 1,190 -2 5
VXUS funds › VANGUARD STAR FDS HOLD 0.0% +0.0% 0.4 4,152 +0 3 +5.4%
XIFR funds › XPLR INFRASTRUCTURE LP HOLD 0.0% +0.0% 0.4 30,000 +0 5
FCVT funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% +0.0% 0.4 6,585 +0 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.0% -0.0% 0.3 4,868 +350 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD 0.0% +0.0% 0.3 979 +0 2 +106.7%
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.0% +0.0% 0.3 820 +820 1 +48.3% re-entry
CHKP funds › CHECK POINT SOFTWARE TECH LT ADD 0.0% +0.0% 0.3 2,575 +425 5
NWSA funds › NEWS CORP NEW HOLD 0.0% -0.0% 0.3 13,135 +0 4 -22.4%
ADI funds › ANALOG DEVICES INC TRIM 0.0% +0.0% 0.3 808 -4 5 +31.0%
SUB funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,000 +0 5
CHD funds › CHURCH & DWIGHT CO INC TRIM 0.0% -0.0% 0.3 3,173 -135 5
GSK funds › GSK PLC HOLD 0.0% -0.0% 0.3 5,853 +0 5
NGG funds › NATIONAL GRID PLC HOLD 0.0% -0.0% 0.3 3,682 +0 5
BX funds › BLACKSTONE INC HOLD 0.0% -0.0% 0.3 2,458 +0 5
AGG funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,892 +0 5
TXT funds › TEXTRON INC HOLD 0.0% -0.0% 0.3 3,100 +0 5
AEM funds › AGNICO EAGLE MINES LTD HOLD 0.0% -0.0% 0.3 1,800 +0 5
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 0.3 832 +832 1 +100.5%
PHM funds › PULTE GROUP INC TRIM 0.0% -0.0% 0.3 2,000 -500 5
SLB funds › SLB LIMITED HOLD 0.0% -0.0% 0.3 5,879 +0 5
EMBJ funds › EMBRAER S.A. HOLD 0.0% +0.0% 0.3 4,200 +0 5 +16.8%
PAAS funds › PAN AMERN SILVER CORP HOLD 0.0% -0.0% 0.3 5,850 +0 3 +14.5%
ALAB funds › ASTERA LABS INC NEW 0.0% +0.0% 0.3 541 +541 1 +401.8%
FLXR funds › TCW ETF TRUST HOLD 0.0% -0.0% 0.3 6,590 +0 5
VONG funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.3 2,000 -725 5
RNW funds › RENEW ENERGY GLOBAL PLC HOLD 0.0% +0.0% 0.2 40,000 +0 5
LNG funds › CHENIERE ENERGY INC HOLD 0.0% -0.0% 0.2 1,026 +0 2 +25.5%
GILD funds › GILEAD SCIENCES INC HOLD 0.0% -0.0% 0.2 1,902 +0 5
SA funds › SEABRIDGE GOLD INC NEW 0.0% +0.0% 0.2 9,000 +9,000 1 +62.4%
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 530 +530 1 +1905.4%
TRGP funds › TARGA RES CORP NEW 0.0% +0.0% 0.2 795 +795 1 -20.6%
HYS funds › PIMCO ETF TR HOLD 0.0% -0.0% 0.2 2,279 +0 3 -18.8%
VONE funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.2 625 +625 1 +3.0%
MRSH funds › MARSH & MCLENNAN COS INC HOLD 0.0% -0.0% 0.2 1,265 +0 5
JCI funds › JOHNSON CONTROLS INTERNATION NEW 0.0% +0.0% 0.2 1,423 +1,423 1 +37.0%
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.2 1,361 +1,361 1 -29.5%
FBIN funds › FORTUNE BRANDS INNOVATIONS I NEW 0.0% +0.0% 0.2 3,737 +3,737 1 +316.3%
POST funds › POST HLDGS INC TRIM 0.0% -0.0% 0.2 2,307 -1,000 5
HOFT funds › HOOKER FURNISHINGS CORPORATI HOLD 0.0% +0.0% 0.2 11,400 +0 2 -29.1%
A funds › AGILENT TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 1,520 +1,520 1 +199.7% re-entry
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.2 600 +600 1 -69.5%
REFI funds › CHICAGO ATLANTIC REAL ESTATE HOLD 0.0% -0.0% 0.2 18,400 +0 5
OGN funds › ORGANON & CO TRIM 0.0% +0.0% 0.2 13,924 -7,325 5
VCV funds › INVESCO CALIF VALUE MUN INCO HOLD 0.0% -0.0% 0.2 16,059 +0 5
LMNR funds › LIMONEIRA CO TRIM 0.0% -0.0% 0.2 11,769 -8,442 5
CLM funds › CORNERSTONE STRATEGIC INVEST HOLD 0.0% -0.0% 0.1 10,205 +0 2 -21.8%
PCM funds › PCM FD INC HOLD 0.0% -0.0% 0.1 13,076 +0 3 -88.3%
PLUG funds › PLUG PWR INC HOLD 0.0% +0.0% 0.1 26,744 +0 5
CLNE funds › CLEAN ENERGY FUELS CORP HOLD 0.0% -0.0% 0.0 12,000 +0 5
CUSIP:438516106 funds › Honeywell Inc. EXIT 0.0% -0.0% 0.0 0 -6,104 0
CUSIP:Y14965100 funds › China Mobile Ltd. F (941 HK) EXIT 0.0% -0.0% 0.0 0 -129,000 0
SBGSY funds › Schneider Electric SA - Unspon EXIT 0.0% -0.0% 0.0 0 -11,530 0
OXY funds › Occidental Petroleum Co. Delaw EXIT 0.0% -0.0% 0.0 0 -3,563 0 +156.1% re-entry
CUSIP:192108108 funds › Coeur D'Alene Mines Corp. EXIT 0.0% -0.0% 0.0 0 -39,300 0
SMMNY funds › Siemens Healthineers AG EXIT 0.0% -0.0% 0.0 0 -36,785 0
CUSIP:042797209 funds › Arrowhead Pharma Inc EXIT 0.0% -0.1% 0.0 0 -104,908 0
CUSIP:K7653Q105 funds › Oersted A/S ORDF - DENMARK EXIT 0.0% -0.0% 0.0 0 -22,000 0
CUSIP:172967KM2 funds › Citigroup Inc Var (Call 08/15/ EXIT 0.0% -0.0% 0.0 0 -3,100,000 0
BWEL funds › J.G. Boswell Company EXIT 0.0% -0.0% 0.0 0 -1,295 0
BDORY funds › Banco do Brasil S.A. EXIT 0.0% -0.0% 0.0 0 -50,000 0
KMTUY funds › Komatsu Ltd. EXIT 0.0% -0.0% 0.0 0 -33,900 0
CUSIP:693391450 funds › Pimco GNMA and Govt Securities EXIT 0.0% -0.0% 0.0 0 -13,501 0
CUSIP:592905103 funds › Metropolitan West Total Return EXIT 0.0% -0.0% 0.0 0 -11,190 0
CUSIP:543495840 funds › Loomis Sayles Fds Bond Fund In EXIT 0.0% -0.0% 0.0 0 -10,805 0
TCEHY funds › Tencent Holdings Ltd - Unsp AD EXIT 0.0% -0.0% 0.0 0 -3,920 0
SDXAY funds › Sodexo EXIT 0.0% -0.0% 0.0 0 -72,380 0
VGK funds › Vanguard European ETF EXIT 0.0% -0.0% 0.0 0 -4,694 0
CUSIP:404165102 funds › H.E.R.C. Products Inc EXIT 0.0% +0.0% 0.0 0 -15,000 0
CUSIP:922021407 funds › Vanguard California Int-term t EXIT 0.0% -0.0% 0.0 0 -40,000 0
TFC funds › Truist Financial Corporation EXIT 0.0% -0.0% 0.0 0 -9,080 0
CUSIP:70422T208 funds › Pax Ellevate Global Women's In EXIT 0.0% -0.0% 0.0 0 -62,565 0
CUSIP:72201F490 funds › Pimco Income Fund EXIT 0.0% -0.0% 0.0 0 -82,252 0
CNP funds › Centerpoint Energy Inc EXIT 0.0% -0.0% 0.0 0 -8,311 0
DBSDY funds › DBS Group Holdings - Spons ADR EXIT 0.0% -0.0% 0.0 0 -5,800 0
CUSIP:19238T100 funds › Cogeco Inc EXIT 0.0% -0.1% 0.0 0 -117,077 0
CUSIP:30231G102 funds › Exxon Mobil EXIT 0.0% -0.3% 0.0 0 -136,796 0
CUSIP:67106F108 funds › OTC Markets Group Inc EXIT 0.0% -0.0% 0.0 0 -18,545 0
CUSIP:352518401 funds › Franklin California Tax-Free M EXIT 0.0% -0.0% 0.0 0 -84,362 0
CUSIP:891852303 funds › Tower Properties EXIT 0.0% -0.0% 0.0 0 -10 0
TORXF funds › Torex Gold Resources Inc EXIT 0.0% -0.0% 0.0 0 -6,800 0
CUSIP:G83561129 funds › Spirax-Sarco Engineering PLC ( EXIT 0.0% -0.0% 0.0 0 -8,000 0
CUSIP:811916105 funds › Seabridge Gold Inc EXIT 0.0% -0.0% 0.0 0 -9,000 0
SIEGY funds › Siemens AG - Spons ADR EXIT 0.0% -0.0% 0.0 0 -4,726 0
VXF funds › Vanguard Extended Market Index EXIT 0.0% -0.0% 0.0 0 -1,426 0 +2.3%
AGM funds › Federal Agricultural Mortgage EXIT 0.0% -0.0% 0.0 0 -4,772 0
RHHBY funds › Roche Holding Ltd. EXIT 0.0% -0.0% 0.0 0 -8,962 0
CUSIP:G5312W112 funds › Kore Potash PLC EXIT 0.0% -0.0% 0.0 0 -500,000 0
CUSIP:Y74718118 funds › Samsung Electronics Pfd EXIT 0.0% -0.0% 0.0 0 -3,750 0
CUSIP:W6S38Z126 funds › Nibe Industrier AB ORDF-SWEDEN EXIT 0.0% -0.0% 0.0 0 -110,000 0
FNF funds › Fidelity National Financial, I EXIT 0.0% -0.0% 0.0 0 -5,295 0
FBAK funds › First National Bank of Alaska EXIT 0.0% -0.0% 0.0 0 -1,286 0
CUSIP:71902E208 funds › Phoenix Companies Inc EXIT 0.0% -0.0% 0.0 0 -45,000 0
CMDXF funds › Computer Modelling Group Ltd EXIT 0.0% -0.0% 0.0 0 -94,110 0
AEP funds › American Electric Power EXIT 0.0% -0.0% 0.0 0 -2,079 0
PSYTF funds › Pason System Inc EXIT 0.0% -0.1% 0.0 0 -667,489 0
CUSIP:00850M102 funds › Agricultural Bank of China Ltd EXIT 0.0% -0.0% 0.0 0 -41,000 0
CUSIP:427848106 funds › Hershey Creamery Co. EXIT 0.0% -0.0% 0.0 0 -89 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 8,142 292 0.06 67% 0.065 0.942 in
2026Q1 7,767 323 0.05 65% 0.063 0.943 in
2025Q4 8,266 334 0.05 66% 0.063 0.937 in
2025Q3 8,110 329 0.05 67% 0.064 0.940 in
2025Q2 7,793 332 0.05 66% 0.061 0.947 entered
2025Q1 7,787 320 0.00 66% 0.064 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