Fund Universe

ARCADIA INVESTMENT MANAGEMENT CORP/MI

CIK 0001016972 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.462
AUM ($M)
584
Positions
366
Turnover
0.09
Top-10 wt
43%
Herfindahl
0.027
History (qtrs)
5
Excess Return
+5.2%

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Holdings · 390 positions · portfolio value $584M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVGO funds › BROADCOM INC TRIM 7.0% -0.7% 40.9 131,995 -4,465 4
NVDA funds › NVIDIA CORPORATION ADD 5.3% -0.1% 30.8 176,856 +437 4
AAPL funds › APPLE INC TRIM 4.4% -0.1% 25.6 100,808 -1,364 4
GOOGL funds › ALPHABET INC TRIM 4.4% -0.2% 25.5 88,674 -1,145 4
COST funds › COSTCO WHOLESALE CORPORATION TRIM 4.0% +0.7% 23.6 23,656 -37 4
PANW funds › PALO ALTO NETWORKS INC ADD 3.8% -0.3% 22.0 137,226 +1,239 4
SYK funds › STRYKER CORPORATION ADD 3.8% -0.0% 21.9 66,689 +660 4
MPWR funds › MONOLITHIC PWR SYS INC TRIM 3.7% +0.8% 21.8 19,901 -312 4
MSFT funds › MICROSOFT CORP TRIM 3.5% -0.8% 20.5 55,486 -38 4
VTRS funds › VIATRIS INC ADD 3.1% +2.9% 18.0 1,329,326 +1,247,326 4 +44.6%
V funds › VISA INC ADD 2.9% -0.3% 17.0 56,402 +421 4
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 2.7% -0.3% 15.9 32,324 +54 4
AMZN funds › AMAZON COM INC ADD 2.6% -0.1% 15.0 72,119 +272 4
SU funds › SUNCOR ENERGY INC NEW TRIM 2.5% +0.9% 14.7 222,828 -6,610 4
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 2.4% +0.1% 14.3 90,837 -300 4
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 2.3% +0.0% 13.2 143,355 -6,662 4
ASML funds › ASML HLDG NV ADD 2.2% +0.5% 12.9 9,748 +168 4
MINT funds › PIMCO ETF TR TRIM 1.9% -0.6% 11.4 113,173 -42,132 4
GOOG funds › ALPHABET INC TRIM 1.9% -0.1% 11.0 38,387 -1,361 4
NOW funds › SERVICENOW INC ADD 1.4% -0.5% 8.3 79,325 +4,060 4
LLY funds › ELI LILLY & CO ADD 1.4% -0.1% 8.0 8,739 +258 4
VEEV funds › VEEVA SYS INC ADD 1.3% -0.2% 7.7 43,792 +578 4
TT funds › TRANE TECHNOLOGIES PLC TRIM 1.2% +0.1% 7.1 17,086 -408 4
ACN funds › ACCENTURE PLC IRELAND TRIM 1.2% -0.5% 7.0 35,289 -3,091 4
WSO funds › WATSCO INC ADD 1.1% +0.1% 6.6 18,065 +50 4
META funds › META PLATFORMS INC ADD 1.1% +0.0% 6.5 11,428 +1,233 4
CRWD funds › CROWDSTRIKE HLDGS INC ADD 1.1% -0.1% 6.4 16,318 +191 4
AXP funds › AMERICAN EXPRESS CO TRIM 1.0% -0.2% 6.0 19,982 -667 4
SBUX funds › STARBUCKS CORP TRIM 1.0% -0.2% 6.0 66,507 -24,908 4
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 1.0% +0.1% 5.7 19,633 -1,390 4
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.9% -0.2% 5.5 21,078 -6,222 4
ADBE funds › ADOBE INC ADD 0.9% -0.3% 5.2 21,248 +321 4
ZS funds › ZSCALER INC ADD 0.9% -0.4% 5.0 35,991 +1,478 4
CBRE funds › CBRE GROUP INC ADD 0.9% -0.1% 5.0 36,766 +1,150 4
P funds › EVERPURE INC ADD 0.8% -0.0% 4.7 80,030 +5,450 4
ECL funds › ECOLAB INC TRIM 0.7% -0.0% 4.1 15,565 -1,837 4
GFF funds › GRIFFON CORP TRIM 0.7% +0.0% 4.0 54,657 -81 4
TSCO funds › TRACTOR SUPPLY CO TRIM 0.7% -0.1% 3.9 85,027 -5,310 4
TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD 0.6% +0.3% 3.8 7,965 +0 4
DLR funds › DIGITAL RLTY TR INC ADD 0.6% +0.1% 3.6 20,088 +385 4
WMT funds › WALMART INC TRIM 0.6% +0.1% 3.6 29,050 -1,004 4
HD funds › HOME DEPOT INC ADD 0.6% +0.0% 3.6 10,927 +80 4
INTU funds › INTUIT ADD 0.6% -0.2% 3.5 8,039 +190 4
IVV funds › ISHARES TR TRIM 0.6% -0.0% 3.3 5,021 -155 4
FAST funds › FASTENAL CO TRIM 0.5% +0.0% 3.2 68,524 -12,500 4
URI funds › UNITED RENTALS INC TRIM 0.5% -0.0% 2.9 4,002 -30 4
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.5% -0.1% 2.7 13,420 +586 4
AAON funds › AAON INC ADD Common Stock 0.5% +0.1% 2.6 31,759 +5,135 4
ORCL funds › ORACLE CORP TRIM 0.4% -0.1% 2.5 17,312 -450 4
WTRG funds › ESSENTIAL UTILS INC TRIM 0.4% +0.0% 2.5 63,175 -1,500 4
EFA funds › ISHARES TR TRIM 0.4% +0.0% 2.5 25,628 -200 4
MOD funds › MODINE MFG CO ADD 0.4% +0.2% 2.4 10,933 +2,580 3 +29.2%
AES funds › AES CORP TRIM Common Stock 0.4% +0.0% 2.3 165,915 -5,700 4
MTZ funds › MASTEC INC ADD 0.4% +0.2% 2.3 7,174 +825 3 +45.6%
IR funds › INGERSOLL RAND INC TRIM 0.3% +0.0% 2.0 25,151 -175 4
BDX funds › BECTON DICKINSON & CO TRIM 0.3% -0.1% 1.9 12,242 -358 4
PWR funds › QUANTA SVCS INC ADD 0.3% +0.1% 1.8 3,269 +380 4
BWXT funds › BWX TECHNOLOGIES INC ADD 0.3% +0.1% 1.7 8,089 +980 3 -21.7%
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.3% +0.0% 1.6 26,704 -2,090 4
ISRG funds › INTUITIVE SURGICAL INC ADD 0.3% -0.0% 1.6 3,503 +55 4
NEE funds › NEXTERA ENERGY INC ADD 0.3% +0.1% 1.6 16,901 +450 4
PHR funds › PHREESIA INC ADD 0.2% -0.1% 1.4 166,490 +28,425 4
MDLZ funds › MONDELEZ INTL INC TRIM 0.2% -0.0% 1.3 22,206 -5,350 4
IWP funds › ISHARES TR HOLD 0.2% -0.0% 1.2 9,275 +0 4
HAL funds › HALLIBURTON CO TRIM 0.2% +0.0% 1.1 28,375 -3,275 4
DXCM funds › DEXCOM INC ADD 0.2% +0.1% 1.1 16,845 +7,765 4
CUSIP:67059N108 funds › NUTANIX INC ADD 0.2% -0.0% 1.0 25,989 +4,264 4
IWM funds › ISHARES TR TRIM 0.2% +0.0% 1.0 3,925 -16 4
CVX funds › CHEVRON CORPORATION TRIM 0.2% +0.0% 0.9 4,454 -285 4
DYN funds › DYNE THERAPEUTICS INC ADD 0.2% +0.0% 0.9 49,475 +1,600 4
ABT funds › ABBOTT LABORATORIES ADD 0.1% +0.1% 0.9 8,405 +5,046 4
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 0.9 3,943 -110 4
SHOP funds › SHOPIFY INC HOLD 0.1% -0.0% 0.8 7,000 +0 4
EEMA funds › ISHARES INC ADD 0.1% +0.0% 0.8 8,502 +115 4
JPM funds › JPMORGAN CHASE & CO ADD 0.1% +0.1% 0.8 2,752 +2,112 4
CUSIP:75524B104 funds › RBC BEARINGS INC HOLD 0.1% +0.0% 0.8 1,409 +0 4
NFLX funds › NETFLIX INC. TRIM 0.1% +0.0% 0.8 7,820 -350 4
SPGI funds › S&P GLOBAL INC HOLD 0.1% -0.0% 0.7 1,683 +0 4
EL funds › LAUDER ESTEE COS INC TRIM 0.1% -0.2% 0.7 9,737 -6,883 4
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.7 12,761 +130 4
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% +0.0% 0.6 7,437 +0 4
ATRO funds › ASTRONICS CORP HOLD 0.1% +0.0% 0.6 8,451 +0 4
FLO funds › FLOWERS FOODS INC ADD 0.1% +0.0% 0.5 63,275 +19,650 4
RPM funds › RPM INTL INC HOLD 0.1% +0.0% 0.5 5,132 +0 4
IWF funds › ISHARES TR HOLD 0.1% -0.0% 0.5 1,188 +0 4
WAT funds › WATERS CORP ADD 0.1% +0.1% 0.5 1,627 +1,626 2 -12.1%
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.1% +0.0% 0.5 743 +39 4
GPN funds › GLOBAL PMTS INC NEW 0.1% +0.1% 0.4 6,230 +6,230 1 +51.7% re-entry
FCX funds › FREEPORT MCMORAN INC HOLD 0.1% +0.0% 0.4 7,023 +0 4
GEV funds › GE VERNOVA INC NEW 0.1% +0.1% 0.4 468 +468 1 +39.6%
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.1% +0.0% 0.4 9,591 +0 4
KNF funds › KNIFE RIVER CORP TRIM 0.1% +0.0% 0.4 4,374 -140 4
AMAT funds › APPLIED MATLS INC HOLD 0.1% +0.0% 0.3 1,005 +0 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% +0.0% 0.3 674 +0 4
MBLY funds › MOBILEYE GLOBAL INC ADD 0.1% -0.0% 0.3 44,511 +270 4
PG funds › PROCTER & GAMBLE CO HOLD 0.1% +0.0% 0.3 2,116 +0 4
COHR funds › COHERENT CORP HOLD 0.0% +0.0% 0.3 1,214 +0 4
FITB funds › FIFTH THIRD BANCORP ADD 0.0% +0.0% 0.3 5,738 +615 4
KNSL funds › KINSALE CAP GROUP INC HOLD 0.0% -0.0% 0.3 778 +0 4
KNX funds › KNIGHT-SWIFT TRANSN HLDGS IN TRIM 0.0% +0.0% 0.3 4,550 -100 4
BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD 0.0% -0.0% 0.3 1,600 +0 4
MTSI funds › MACOM TECH SOLUTIONS HLDGS I HOLD 0.0% +0.0% 0.3 1,144 +0 4
FTV funds › FORTIVE CORP HOLD 0.0% +0.0% 0.2 4,504 +0 4
ZTS funds › ZOETIS INC ADD 0.0% +0.0% 0.2 2,095 +694 4
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.2 1,444 -260 4
BLK funds › BLACKROCK INC HOLD 0.0% -0.0% 0.2 250 +0 4
CLMB funds › CLIMB GLOBAL SOLUTIONS INC ADD 0.0% +0.0% 0.2 12,056 +10,571 2 -10.4%
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.2 1,167 -160 4
WELL funds › WELLTOWER INC HOLD 0.0% +0.0% 0.2 1,103 +0 4
CME funds › CME GROUP INC HOLD 0.0% +0.0% 0.2 725 +0 4
IOT funds › SAMSARA INC HOLD 0.0% -0.0% 0.2 6,000 +0 4
NTRA funds › NATERA INC HOLD 0.0% -0.0% 0.2 931 +0 4
MA funds › MASTERCARD INCORPORATED HOLD 0.0% -0.0% 0.2 356 +0 4
HUBS funds › HUBSPOT INC HOLD 0.0% -0.0% 0.2 700 +0 4
BTC funds › GRAYSCALE BITCOIN MINI TR ET ADD 0.0% -0.0% 0.2 5,530 +711 3 -68.5%
EXPD funds › EXPEDITORS INTL WASH INC HOLD 0.0% +0.0% 0.2 1,150 +0 4
HEI funds › HEICO CORP NEW HOLD 0.0% -0.0% 0.2 600 +0 4
PEN funds › PENUMBRA INC HOLD 0.0% +0.0% 0.2 500 +0 4
RBA funds › RB GLOBAL INC HOLD 0.0% -0.0% 0.2 1,650 +0 4
AWK funds › AMERICAN WTR WKS CO INC NEW HOLD 0.0% +0.0% 0.2 1,148 +0 4
WCC funds › WESCO INTL INC HOLD 0.0% +0.0% 0.2 550 +0 4
ETH funds › GRAYSCALE ETHEREUM STAKING ADD 0.0% -0.0% 0.1 7,525 +1,248 3 -78.8%
CBOE funds › CBOE GLOBAL MKTS INC HOLD 0.0% +0.0% 0.1 502 +0 4
SCHF funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.1 5,364 +0 2 +10.5%
TJX funds › TJX COS INC NEW HOLD 0.0% +0.0% 0.1 829 +0 4
VOT funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.1 508 +0 4
CB funds › CHUBB LTD SWITZ HOLD 0.0% +0.0% 0.1 400 +0 4
APH funds › AMPHENOL CORP HOLD 0.0% -0.0% 0.1 1,000 +0 4
TRP funds › TC ENERGY CORP HOLD 0.0% +0.0% 0.1 2,000 +0 4
BKNG funds › BOOKING HOLDINGS INC HOLD 0.0% -0.0% 0.1 29 +0 4
CDW funds › CDW CORP HOLD 0.0% -0.0% 0.1 1,000 +0 4
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI HOLD 0.0% -0.0% 0.1 1,275 +0 4
CSCO funds › CISCO SYS INC HOLD 0.0% +0.0% 0.1 1,503 +0 4
TMDX funds › TRANSMEDICS GROUP INC HOLD 0.0% -0.0% 0.1 1,155 +0 4
RMD funds › RESMED INC HOLD 0.0% -0.0% 0.1 500 +0 4
NVO funds › NOVO-NORDISK A S HOLD 0.0% -0.0% 0.1 3,000 +0 4
PFE funds › PFIZER INC ADD 0.0% +0.0% 0.1 3,912 +12 4
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.0% +0.0% 0.1 252 +0 4
ENB funds › ENBRIDGE INC HOLD 0.0% +0.0% 0.1 2,000 +0 4
ECG funds › EVERUS CONSTR GROUP HOLD 0.0% +0.0% 0.1 865 +0 2 +67.6%
IBIT funds › ISHARES BITCOIN TRUST ETF HOLD 0.0% -0.0% 0.1 2,600 +0 4 -58.8%
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.0% +0.0% 0.1 585 -200 4
RVTY funds › REVVITY INC TRIM 0.0% -0.0% 0.1 1,100 -150 4
VXF funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.1 462 +0 2 +12.6%
WEC funds › WEC ENERGY GROUP INC HOLD 0.0% +0.0% 0.1 802 +0 4
ETN funds › EATON CORP PLC HOLD 0.0% +0.0% 0.1 254 +0 4
JNJ funds › JOHNSON & JOHNSON TRIM 0.0% +0.0% 0.1 358 -5 4
MU funds › MICRON TECHNOLOGY INC ADD 0.0% +0.0% 0.1 259 +253 2 +532.2%
EVN funds › EATON VANCE MUN INCOME TR HOLD 0.0% +0.0% 0.1 8,230 +0 4
EXLS funds › EXLSERVICE HLDGS INC HOLD 0.0% -0.0% 0.1 2,764 +0 4
FTNT funds › FORTINET INC HOLD 0.0% +0.0% 0.1 1,006 +0 4
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.1 1,024 -200 4
CALF funds › PACER FDS TR HOLD 0.0% +0.0% 0.1 1,800 +0 4
AVNT funds › AVIENT CORPORATION TRIM 0.0% +0.0% 0.1 2,165 -180 4
VRRM funds › VERRA MOBILITY CORP HOLD 0.0% -0.0% 0.1 5,347 +0 4
SDY funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.1 506 +0 4
IWO funds › ISHARES TR HOLD 0.0% +0.0% 0.1 235 +0 4
MPC funds › MARATHON PETE CORP HOLD 0.0% +0.0% 0.1 300 +0 4
VGT funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.1 103 +0 4
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.1 700 -400 4
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.1 370 -75 4
BIP funds › BROOKFIELD INFRASTRUCTURE PA HOLD 0.0% +0.0% 0.1 1,875 +0 4
GWRE funds › GUIDEWIRE SOFTWARE INC HOLD 0.0% -0.0% 0.1 442 +0 4
EMR funds › EMERSON ELEC CO HOLD 0.0% +0.0% 0.1 504 +0 4
PEP funds › PEPSICO INC TRIM 0.0% -0.1% 0.1 425 -3,400 4
RAL funds › RALLIANT CORP HOLD 0.0% -0.0% 0.1 1,501 +0 4 +17.1%
MDYG funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.1 650 +0 4
MRK funds › MERCK & CO INC HOLD 0.0% +0.0% 0.1 515 +0 4
SRPT funds › SAREPTA THERAPEUTICS INC TRIM 0.0% -0.0% 0.1 2,800 -880 4
BROS funds › DUTCH BROS INC HOLD 0.0% -0.0% 0.1 1,141 +0 4
SPYM funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.1 700 +0 4
IEUR funds › ISHARES TR HOLD 0.0% +0.0% 0.1 750 +0 4
KKR funds › KKR & CO INC HOLD 0.0% -0.0% 0.1 568 +0 4
TSLA funds › TESLA INC HOLD 0.0% -0.0% 0.1 136 +0 4
MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD 0.0% +0.0% 0.0 80 +0 4
CUSIP:185123106 funds › CLEARWATER ANALYTICS HLDGS I HOLD 0.0% +0.0% 0.0 2,057 +0 4
SYY funds › SYSCO CORP TRIM 0.0% -0.0% 0.0 651 -700 4
IVW funds › ISHARES TR TRIM 0.0% -0.0% 0.0 385 -450 4
UNP funds › UNION PAC CORP HOLD 0.0% +0.0% 0.0 176 +0 4
SNPS funds › SYNOPSYS INC HOLD 0.0% -0.0% 0.0 102 +0 4
IBDR funds › ISHARES TR HOLD 0.0% +0.0% 0.0 1,500 +0 4
AMT funds › AMERICAN TOWER CORP HOLD 0.0% +0.0% 0.0 200 +0 4
IJR funds › ISHARES TR HOLD 0.0% +0.0% 0.0 267 +0 4
KMX funds › CARMAX INC TRIM 0.0% -0.0% 0.0 650 -650 4
YORW funds › YORK WTR CO HOLD 0.0% +0.0% 0.0 800 +0 4
VLTO funds › VERALTO CORP TRIM 0.0% -0.0% 0.0 272 -183 4
HQY funds › HEALTHEQUITY INC HOLD 0.0% -0.0% 0.0 267 +0 4
STIP funds › ISHARES TR HOLD 0.0% +0.0% 0.0 210 +0 4
IYW funds › ISHARES TR HOLD 0.0% -0.0% 0.0 119 +0 4
IWB funds › ISHARES TR TRIM 0.0% -0.0% 0.0 59 -11 4
AMD funds › ADVANCED MICRO DEVICES INC HOLD 0.0% +0.0% 0.0 95 +0 4
SCHW funds › SCHWAB CHARLES CORP HOLD 0.0% -0.0% 0.0 185 +0 4
EEM funds › ISHARES TR HOLD 0.0% +0.0% 0.0 300 +0 4
KIM funds › KIMCO REALTY CORP HOLD 0.0% +0.0% 0.0 725 +0 4
ARCC funds › ARES CAPITAL CORP HOLD 0.0% -0.0% 0.0 900 +0 4
IUSG funds › ISHARES TR HOLD 0.0% -0.0% 0.0 100 +0 4
T funds › AT&T INC TRIM 0.0% +0.0% 0.0 512 -8 4
FTEC funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.0 70 +0 4
AMGN funds › AMGEN INC HOLD 0.0% +0.0% 0.0 41 +0 4
IBM funds › INTERNATIONAL BUSINESS MACHS HOLD 0.0% -0.0% 0.0 57 +0 4
SPYD funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.0 300 +0 4
MS funds › MORGAN STANLEY HOLD 0.0% -0.0% 0.0 77 +0 4
IJH funds › ISHARES TR HOLD 0.0% +0.0% 0.0 180 +0 2 +12.3%
XSOE funds › WISDOMTREE TR ADD 0.0% +0.0% 0.0 297 +30 4
TRMB funds › TRIMBLE INC HOLD 0.0% -0.0% 0.0 175 +0 2 -55.2% re-entry
EMQQ funds › EXCHANGE TRADED CONCEPTS TRU HOLD 0.0% -0.0% 0.0 340 +0 4
BSV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.0 140 -15 4
IDXX funds › IDEXX LABS INC HOLD 0.0% -0.0% 0.0 18 +0 4
COO funds › COOPER COS INC HOLD 0.0% -0.0% 0.0 140 +0 4
XLK funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.0 74 +0 4
DHS funds › WISDOMTREE TR NEW 0.0% +0.0% 0.0 83 +83 1 -16.1%
IEFA funds › ISHARES TR TRIM 0.0% -0.0% 0.0 90 -60 2 +3.1%
IYH funds › ISHARES TR HOLD 0.0% -0.0% 0.0 125 +0 3 +2.6%
QCOM funds › QUALCOMM INC HOLD 0.0% -0.0% 0.0 56 +0 4
SJNK funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.0 275 +0 4
SOBO funds › SOUTH BOW CORP HOLD 0.0% +0.0% 0.0 200 +0 4
ARWR funds › ARROWHEAD PHARMACEUTICALS IN HOLD 0.0% -0.0% 0.0 100 +0 4
SMCI funds › SUPER MICRO COMPUTER INC HOLD 0.0% -0.0% 0.0 275 +0 4 -36.5%
SDGR funds › SCHRODINGER INC HOLD 0.0% -0.0% 0.0 550 +0 4
VOOG funds › VANGUARD ADMIRAL FDS INC HOLD 0.0% -0.0% 0.0 15 +0 4
VTI funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.0 16 +0 4
CMCSA funds › COMCAST CORP NEW HOLD 0.0% +0.0% 0.0 161 +0 4
PRU funds › PRUDENTIAL FINL INC HOLD 0.0% -0.0% 0.0 32 +0 4
KO funds › COCA COLA CO HOLD 0.0% +0.0% 0.0 38 +0 4
CAT funds › CATERPILLAR INC HOLD 0.0% +0.0% 0.0 4 +0 2 +58.2%
IHI funds › ISHARES TR HOLD 0.0% -0.0% 0.0 51 +0 4
PLTR funds › PALANTIR TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 15 +0 4 +1.4%
VUG funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.0 5 +0 3 -5.5%
LRCX funds › LAM RESEARCH CORP HOLD 0.0% +0.0% 0.0 10 +0 2 +177.2% re-entry
IEF funds › ISHARES TR TRIM 0.0% -0.0% 0.0 20 -30 2 -25.6%
QQQ funds › INVESCO QQQ TR HOLD 0.0% -0.0% 0.0 3 +0 3 +5.3%
DE funds › DEERE & CO HOLD 0.0% +0.0% 0.0 3 +0 2 +16.7%
UNH funds › UNITEDHEALTH GROUP INC HOLD 0.0% -0.0% 0.0 6 +0 2 +15.0%
ADI funds › ANALOG DEVICES INC HOLD 0.0% +0.0% 0.0 5 +0 2 +82.0%
MCD funds › MCDONALDS CORP HOLD 0.0% +0.0% 0.0 5 +0 2 -36.3%
ICVT funds › ISHARES TR TRIM 0.0% -0.0% 0.0 15 -15 2 +8.2%
O funds › REALTY INCOME CORP HOLD 0.0% +0.0% 0.0 24 +0 4 -10.1%
LIN funds › LINDE PLC TRIM 0.0% -0.0% 0.0 3 -31 4
KLAC funds › KLA CORP HOLD 0.0% +0.0% 0.0 1 +0 2 +97.2%
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% +0.0% 0.0 2 +0 2 -17.3%
VRTX funds › VERTEX PHARMACEUTICALS INC HOLD 0.0% +0.0% 0.0 3 +0 2 -1.5%
WMB funds › WILLIAMS COS INC HOLD 0.0% +0.0% 0.0 18 +0 2 +15.7%
CSX funds › CSX CORP HOLD 0.0% +0.0% 0.0 31 +0 4
DAL funds › DELTA AIR LINES INC TRIM 0.0% -0.0% 0.0 19 -3 4 +33.5%
VLO funds › VALERO ENERGY CORP HOLD 0.0% +0.0% 0.0 5 +0 2 +123.3%
RXRX funds › RECURSION PHARMACEUTICALS IN HOLD 0.0% -0.0% 0.0 400 +0 3 -67.4%
HLT funds › HILTON WORLDWIDE HLDGS INC HOLD 0.0% +0.0% 0.0 4 +0 2 +8.1%
TDG funds › TRANSDIGM GROUP INC HOLD 0.0% -0.0% 0.0 1 +0 2 -32.4%
DVN funds › DEVON ENERGY CORP NEW HOLD 0.0% +0.0% 0.0 22 +0 2 +22.9%
GWW funds › WW GRAINGER INC HOLD 0.0% +0.0% 0.0 1 +0 2 +39.4%
MNST funds › MONSTER BEVERAGE CORP NEW HOLD 0.0% -0.0% 0.0 14 +0 2 +18.6%
EQIX funds › EQUINIX INC HOLD 0.0% +0.0% 0.0 1 +0 2 +39.6%
AON funds › AON PLC HOLD 0.0% -0.0% 0.0 3 +0 2 -21.6%
DG funds › DOLLAR GEN CORP HOLD 0.0% -0.0% 0.0 8 +0 2 +5.2%
HIG funds › HARTFORD INSURANCE GROUP INC HOLD 0.0% +0.0% 0.0 7 +0 2 -16.4%
HCA funds › HCA HEALTHCARE INC HOLD 0.0% +0.0% 0.0 2 +0 2 -43.9%
LOW funds › LOWES COS INC HOLD 0.0% +0.0% 0.0 4 +0 2 -26.4%
EXPE funds › EXPEDIA GROUP INC HOLD 0.0% -0.0% 0.0 4 +0 2 +28.7%
COP funds › CONOCOPHILLIPS HOLD 0.0% +0.0% 0.0 7 +0 2 +40.9%
CTVA funds › CORTEVA INC HOLD 0.0% +0.0% 0.0 11 +0 2 +4.8%
ICLN funds › ISHARES TR HOLD 0.0% +0.0% 0.0 50 +0 4
COF funds › CAPITAL ONE FINL CORP HOLD 0.0% -0.0% 0.0 5 +0 2 -5.1%
PH funds › PARKER-HANNIFIN CORP HOLD 0.0% +0.0% 0.0 1 +0 2 +16.8%
AMP funds › AMERIPRISE FINL INC HOLD 0.0% -0.0% 0.0 2 +0 2 +18.8%
EW funds › EDWARDS LIFESCIENCES CORP HOLD 0.0% -0.0% 0.0 11 +0 2 -13.4%
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.0% 0.0 14 -856 4
NRG funds › NRG ENERGY INC HOLD 0.0% -0.0% 0.0 6 +0 2 -52.9%
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 0.0 2 +0 2 -19.6%
EOG funds › EOG RES INC HOLD 0.0% +0.0% 0.0 6 +0 2 +23.3%
MCK funds › MCKESSON CORP HOLD 0.0% +0.0% 0.0 1 +0 4
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% +0.0% 0.0 3 +0 2 +4.0%
GE funds › GE AEROSPACE HOLD 0.0% -0.0% 0.0 3 +0 2 +8.1%
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.0% +0.0% 0.0 1 +0 2 +27.1%
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.0% -0.0% 0.0 3 +0 2 -46.0%
CDNS funds › CADENCE DESIGN SYSTEM INC HOLD 0.0% -0.0% 0.0 3 +0 2 -18.6%
RCL funds › ROYAL CARIBBEAN GROUP HOLD 0.0% +0.0% 0.0 3 +0 2 +11.2%
PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD 0.0% +0.0% 0.0 9 +0 2 +40.0%
RF funds › REGIONS FINANCIAL CORP NEW HOLD 0.0% +0.0% 0.0 31 +0 2 +25.9%
JCI funds › JOHNSON CONTROLS INTERNATION HOLD 0.0% +0.0% 0.0 6 +0 2 +22.3%
MET funds › METLIFE INC HOLD 0.0% -0.0% 0.0 11 +0 2 +21.1%
BKR funds › BAKER HUGHES COMPANY HOLD 0.0% +0.0% 0.0 12 +0 2 +28.4%
CFG funds › CITIZENS FINL GROUP INC HOLD 0.0% +0.0% 0.0 12 +0 2 +54.0%
ROP funds › ROPER TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 2 +0 2 -37.0%
GRMN funds › GARMIN LTD HOLD 0.0% +0.0% 0.0 3 +0 2 +73.2%
MRP funds › MILLROSE PPTYS INC HOLD 0.0% -0.0% 0.0 24 +0 2 -9.0%
PLD funds › PROLOGIS INC. HOLD 0.0% +0.0% 0.0 5 +0 2 -1.1%
SOXX funds › ISHARES TR HOLD 0.0% +0.0% 0.0 2 +0 4
SHW funds › SHERWIN WILLIAMS CO HOLD 0.0% +0.0% 0.0 2 +0 2 -10.2%
SPSM funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.0 13 -110 4
TEL funds › TE CONNECTIVITY PLC HOLD 0.0% -0.0% 0.0 3 +0 2 -33.9%
LMT funds › LOCKHEED MARTIN CORP HOLD 0.0% +0.0% 0.0 1 +0 2 +20.8%
F funds › FORD MTR CO HOLD 0.0% -0.0% 0.0 51 +0 2 -3.1%
MLM funds › MARTIN MARIETTA MATLS INC HOLD 0.0% -0.0% 0.0 1 +0 2 -33.5%
WTW funds › WILLIS TOWERS WATSON PLC LTD HOLD 0.0% -0.0% 0.0 2 +0 2 -17.6%
UAL funds › UNITED AIRLS HLDGS INC HOLD 0.0% -0.0% 0.0 6 +0 2 +32.1%
WDC funds › WESTERN DIGITAL CORP HOLD 0.0% +0.0% 0.0 2 +0 2 +345.0%
BNY funds › BANK NEW YORK MELLON CORP HOLD 0.0% +0.0% 0.0 4 +0 2 +56.3%
BAC funds › BANK AMERICA CORP HOLD 0.0% -0.0% 0.0 9 +0 2 +14.1%
CAH funds › CARDINAL HEALTH INC HOLD 0.0% +0.0% 0.0 2 +0 2 -3.9%
GLW funds › CORNING INC HOLD 0.0% +0.0% 0.0 3 +0 2 +140.4%
EA funds › ELECTRONIC ARTS INC HOLD 0.0% +0.0% 0.0 2 +0 2
PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD 0.0% +0.0% 0.0 5 +0 2 -31.9%
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.0% +0.0% 0.0 3 +0 2 -19.3%
STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD 0.0% +0.0% 0.0 1 +0 2 +471.8%
CF funds › CF INDUSTRIES HOLD HOLD 0.0% +0.0% 0.0 3 +0 2 +46.6%
TXN funds › TEXAS INSTRS INC HOLD 0.0% +0.0% 0.0 2 +0 2 +102.7%
RTX funds › RTX CORPORATION HOLD 0.0% +0.0% 0.0 2 +0 2 +16.4%
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.0% +0.0% 0.0 2 +0 2 +11.6%
EMBC funds › EMBECTA CORP HOLD 0.0% -0.0% 0.0 40 +0 4
FOXA funds › FOX CORP HOLD 0.0% -0.0% 0.0 6 +0 2 -14.3%
PM funds › PHILIP MORRIS INTL INC HOLD 0.0% +0.0% 0.0 2 +0 2 +15.1%
VTR funds › VENTAS INC HOLD 0.0% +0.0% 0.0 4 +0 2 +0.6%
NEM funds › NEWMONT CORP HOLD 0.0% +0.0% 0.0 3 +0 2 +27.4%
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 0.0% +0.0% 0.0 5 +0 2 +10.0%
FOX funds › FOX CORP HOLD 0.0% -0.0% 0.0 6 +0 2 -15.8%
COR funds › CENCORA INC HOLD 0.0% -0.0% 0.0 1 +0 2 -42.3%
YUM funds › YUM BRANDS INC HOLD 0.0% +0.0% 0.0 2 +0 2 -22.5%
INTC funds › INTEL CORP HOLD 0.0% +0.0% 0.0 7 +0 2 +308.2%
KMI funds › KINDER MORGAN INC DEL HOLD 0.0% +0.0% 0.0 9 +0 2 +9.8%
ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD 0.0% -0.0% 0.0 1 +0 4
MMM funds › 3M CO HOLD 0.0% -0.0% 0.0 2 +0 2 -8.6%
RJF funds › RAYMOND JAMES FINL INC HOLD 0.0% -0.0% 0.0 2 +0 2 +0.1%
KR funds › KROGER CO HOLD 0.0% +0.0% 0.0 4 +0 2 -41.4%
CI funds › THE CIGNA GROUP HOLD 0.0% +0.0% 0.0 1 +0 2 -16.4%
TXT funds › TEXTRON INC HOLD 0.0% +0.0% 0.0 3 +0 2 -9.0%
ADSK funds › AUTODESK INC HOLD 0.0% -0.0% 0.0 1 +0 2 -42.7%
PHM funds › PULTE GROUP INC HOLD 0.0% +0.0% 0.0 2 +0 2 -3.6%
WM funds › WASTE MGMT INC DEL HOLD 0.0% +0.0% 0.0 1 +0 2 -11.7%
CUSIP:438516106 funds › HONEYWELL INTL INC TRIM 0.0% -0.0% 0.0 1 -53 4
C funds › CITIGROUP INC HOLD 0.0% +0.0% 0.0 2 +0 2 +39.3%
ROST funds › ROSS STORES INC HOLD 0.0% +0.0% 0.0 1 +0 2 +56.2%
CVS funds › CVS HEALTH CORP HOLD 0.0% -0.0% 0.0 3 +0 2 +13.4%
PKG funds › PACKAGING CORP AMER HOLD 0.0% +0.0% 0.0 1 +0 2 +21.6%
PODD funds › INSULET CORP HOLD 0.0% -0.0% 0.0 1 +0 2 -91.9%
PNC funds › PNC FINL SVCS GROUP INC HOLD 0.0% +0.0% 0.0 1 +0 2 +43.7%
DOV funds › DOVER CORP HOLD 0.0% +0.0% 0.0 1 +0 2 -2.4%
HSY funds › HERSHEY CO HOLD 0.0% +0.0% 0.0 1 +0 2 -17.4%
MTB funds › M & T BK CORP HOLD 0.0% +0.0% 0.0 1 +0 2 +38.4%
PGR funds › PROGRESSIVE CORP HOLD 0.0% -0.0% 0.0 1 +0 2 -25.8%
SO funds › SOUTHERN CO HOLD 0.0% +0.0% 0.0 2 +0 2 -18.9%
VRSK funds › VERISK ANALYTICS INC TRIM 0.0% -0.0% 0.0 1 -250 4
PSX funds › PHILLIPS 66 HOLD 0.0% +0.0% 0.0 1 +0 2 +86.4%
EBAY funds › EBAY INC. HOLD 0.0% +0.0% 0.0 2 +0 2 +13.3%
IVZ funds › INVESCO LTD HOLD 0.0% -0.0% 0.0 7 +0 2 +46.0%
NUE funds › NUCOR CORP HOLD 0.0% +0.0% 0.0 1 +0 2 +101.2%
CHRW funds › C H ROBINSON WORLDWIDE IN HOLD 0.0% +0.0% 0.0 1 +0 2 -26.7%
EVRG funds › EVERGY INC HOLD 0.0% +0.0% 0.0 2 +0 2 -8.2%
KEY funds › KEYCORP HOLD 0.0% +0.0% 0.0 8 +0 2 +33.8%
XEL funds › XCEL ENERGY INC HOLD 0.0% +0.0% 0.0 2 +0 2 -25.1%
VST funds › VISTRA CORP HOLD 0.0% -0.0% 0.0 1 +0 2 -44.2%
GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD 0.0% -0.0% 0.0 2 +0 2 -18.4%
GL funds › GLOBE LIFE INC HOLD 0.0% +0.0% 0.0 1 +0 2 +31.0%
NI funds › NISOURCE INC HOLD 0.0% +0.0% 0.0 3 +0 2 -24.0%
APTV funds › APTIV PLC HOLD 0.0% -0.0% 0.0 2 +0 2 -69.3%
PHIN funds › PHINIA INC HOLD 0.0% +0.0% 0.0 2 +0 2 +39.0%
CPRT funds › COPART INC HOLD 0.0% -0.0% 0.0 4 +0 2 -54.9%
WRB funds › BERKLEY W R CORP HOLD 0.0% -0.0% 0.0 2 +0 2 -32.7%
MCHP funds › MICROCHIP TECHNOLOGY INC. HOLD 0.0% +0.0% 0.0 2 +0 2 +58.3%
PCAR funds › PACCAR INC HOLD 0.0% +0.0% 0.0 1 +0 2 +36.0%
Q funds › QNITY ELECTRONICS INC HOLD 0.0% +0.0% 0.0 1 +0 2 +88.7%
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.0% +0.0% 0.0 2 +0 2 +2.8%
GEN funds › GEN DIGITAL INC HOLD 0.0% -0.0% 0.0 5 +0 2 -10.6%
PAYX funds › PAYCHEX INC HOLD 0.0% -0.0% 0.0 1 +0 2 -4.8%
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC HOLD 0.0% +0.0% 0.0 2 +0 2
OMC funds › OMNICOM GROUP INC HOLD 0.0% -0.0% 0.0 1 +0 4
ACB funds › AURORA CANNABIS INC HOLD 0.0% -0.0% 0.0 4 +0 4
LYV funds › LIVE NATION ENTERTAINMENT IN EXIT 0.0% -0.0% 0.0 0 -1 0 +87.3%
CUSIP:M2682V108 funds › CYBERARK SOFTWARE LTD EXIT 0.0% -0.0% 0.0 0 -689 0
TMUS funds › T-MOBILE US INC EXIT 0.0% -0.0% 0.0 0 -2 0 -2.7%
CUSIP:200340107 funds › COMERICA INC EXIT 0.0% -0.0% 0.0 0 -330 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -3 0 -92.6%
MGRC funds › MCGRATH RENTCORP EXIT 0.0% -0.3% 0.0 0 -15,997 0
SRE funds › SEMPRA EXIT 0.0% -0.0% 0.0 0 -2 0 -5.7%
MUSA funds › MURPHY USA INC EXIT 0.0% -0.3% 0.0 0 -4,080 0
EXC funds › EXELON CORP EXIT 0.0% -0.0% 0.0 0 -6 0 +0.9%
CUSIP:09077B104 funds › BIOATLA INC EXIT 0.0% -0.0% 0.0 0 -1,403 0
FHLC funds › FIDELITY COVINGTON TRUST EXIT 0.0% -0.0% 0.0 0 -20 0
NXST funds › NEXSTAR MEDIA GROUP INC EXIT 0.0% -0.1% 0.0 0 -3,918 0
SOLS funds › SOLSTICE ADVANCED MATLS INC EXIT 0.0% -0.0% 0.0 0 -13 0 +1292.9%
SLV funds › ISHARES SILVER TR EXIT 0.0% -0.0% 0.0 0 -3,885 0 +247.8%
RSG funds › REPUBLIC SVCS INC EXIT 0.0% -0.0% 0.0 0 -132 0
IAU funds › ISHARES GOLD TR EXIT 0.0% -0.0% 0.0 0 -2,328 0 +96.3%
CUSIP:143658300 funds › CARNIVAL CORP EXIT 0.0% -0.0% 0.0 0 -5 0
MIDD funds › MIDDLEBY CORP EXIT 0.0% -0.0% 0.0 0 -250 0
NCLH funds › NORWEGIAN CRUISE LINE HLDG L EXIT 0.0% -0.0% 0.0 0 -8 0 +241.9%
DVA funds › DAVITA INC EXIT 0.0% -0.0% 0.0 0 -1 0 +156.7%
EFX funds › EQUIFAX INC EXIT 0.0% -0.0% 0.0 0 -1 0 -32.8%
PFF funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -25 0 +10.8%
DUK funds › DUKE ENERGY CORP NEW EXIT 0.0% -0.0% 0.0 0 -1 0 -3.4%
REG funds › REGENCY CTRS CORP EXIT 0.0% -0.0% 0.0 0 -3 0 +50.0%

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
2026Q1 584 366 0.09 43% 0.027 0.475 in
2025Q4 616 387 0.06 44% 0.028 0.497 in
2025Q3 649 256 0.07 42% 0.027 0.482 in
2025Q2 625 254 0.10 41% 0.026 0.442 entered
2025Q1 553 270 0.00 39% 0.024 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