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☆PITTENGER & ANDERSON INC

CIK 0001034886 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.550
AUM ($M)
2,794
Positions
507
Turnover
0.10
Top-10 wt
29%
Herfindahl
0.015
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 576 positions (showing top 500 by weight) · portfolio value $2,794M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆FISV funds › FISERV INC TRIM — 5.0% -1.4% 139.5 2,843,099 -33,635 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 4.1% +0.2% 115.4 335,445 +9,076 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 3.9% +0.5% 110.0 149,333 -719 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 3.0% +0.0% 84.2 1,044,975 +783,845 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 2.8% +0.1% 78.4 258,663 -1,831 5 —
☆GOOGL funds › ALPHABET INC TRIM — 2.7% +0.1% 75.6 211,464 -13,967 5 —
☆AAPL funds › APPLE INC TRIM — 2.3% +0.0% 63.7 220,287 -1,322 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 1.9% +0.0% 52.2 1,883,683 +2,824 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 1.7% -0.3% 48.9 52,251 +135 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.7% +0.1% 46.7 195,887 +636 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.6% -0.2% 45.9 123,089 -767 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.6% +0.1% 44.4 64,655 +1,437 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 1.5% +0.0% 41.3 58,735 -47 5 —
☆IWM funds › ISHARES TR TRIM — 1.5% +0.1% 41.2 137,134 -2,087 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 1.3% +0.2% 36.9 77,326 -3,659 5 —
☆V funds › VISA INC ADD — 1.3% +0.0% 35.8 104,277 +612 5 —
☆TJX funds › TJX COS INC NEW ADD — 1.3% -0.2% 35.6 235,018 +2,836 5 —
☆MS funds › MORGAN STANLEY ADD — 1.3% +0.2% 35.0 167,570 +6,745 5 —
☆CAT funds › CATERPILLAR INC TRIM — 1.2% +0.3% 34.7 32,619 -900 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 1.2% +0.6% 34.0 99,609 +4,455 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.2% +0.0% 32.6 457,159 +1,528 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 1.2% -0.2% 32.2 144,645 +821 5 —
☆EFA funds › ISHARES TR ADD — 1.2% -0.0% 32.2 310,192 +8,896 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 1.1% +0.2% 31.8 149,692 +32,959 5 —
☆IJR funds › ISHARES TR ADD — 1.1% +0.1% 31.6 213,186 +5,243 5 —
☆IJH funds › ISHARES TR ADD — 1.1% +0.3% 29.9 387,653 +116,695 5 —
☆CSCO funds › CISCO SYS INC ADD — 1.1% +0.3% 29.7 252,948 +850 5 —
☆ASML funds › ASML HLDG NV TRIM — 1.1% +0.2% 29.6 14,885 -590 5 —
☆CTAS funds › CINTAS CORP TRIM — 1.1% -0.1% 29.5 173,636 -1,005 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.0% +0.0% 28.7 143,395 +1,110 5 —
☆META funds › META PLATFORMS INC TRIM — 1.0% -0.2% 28.1 49,963 -4,610 5 —
☆AVGO funds › BROADCOM INC ADD — 1.0% +0.1% 28.1 74,267 +2,297 5 —
☆BLK funds › BLACKROCK INC ADD — 1.0% -0.1% 28.0 29,075 +177 5 —
☆RTX funds › RTX CORPORATION TRIM — 1.0% -0.1% 27.8 146,552 -650 5 —
☆ETN funds › EATON CORP PLC ADD — 1.0% +0.2% 26.7 62,676 +7,191 5 —
☆ISTB funds › ISHARES TR ADD — 1.0% -0.1% 26.7 552,509 +10,837 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.9% +0.0% 26.4 103,992 +7,001 5 —
☆CSX funds › CSX CORP ADD — 0.9% +0.0% 26.2 551,135 +5,684 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.9% +0.2% 25.9 135,799 +0 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.9% +0.3% 25.6 58,963 -7,990 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.9% -0.1% 25.5 34 +0 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.9% -0.1% 25.5 49,569 -148 5 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.9% +0.0% 25.2 76,311 -34 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.9% +0.0% 24.9 76,028 +2,117 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.9% +0.5% 24.5 135,255 +83,064 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.9% -0.3% 24.2 60,746 -687 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.8% -0.2% 21.6 53,019 -1,954 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.8% -0.1% 21.4 270,832 +6,224 5 —
☆CB funds › CHUBB LIMITED ADD — 0.7% -0.0% 20.9 61,299 +125 5 —
☆WMT funds › WALMART INC ADD — 0.7% -0.0% 20.9 184,261 +28,494 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.7% -0.0% 20.5 449,653 +23,711 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.7% +0.4% 19.5 25,575 +3,889 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.7% +0.0% 19.2 36,759 +1,201 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.7% -0.0% 19.1 38,117 +731 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.7% -0.2% 18.8 353,324 +15,350 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.6% +0.1% 18.0 487,343 +26,329 5 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.6% +0.6% 17.7 42,482 +42,482 1 —
☆MSCI funds › MSCI INC ADD — 0.6% -0.0% 17.2 30,775 +74 5 —
☆CME funds › CME GROUP INC TRIM — 0.5% -0.3% 14.9 67,557 -3,753 5 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.5% -0.1% 14.8 69,397 +427 5 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 0.5% +0.0% 14.4 10,842 -27 5 —
☆HD funds › HOME DEPOT INC ADD — 0.5% +0.0% 14.4 40,826 +2,146 5 —
☆LOW funds › LOWES COS INC TRIM — 0.5% -0.2% 14.0 63,499 -7,555 5 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN ADD — 0.5% +0.1% 13.8 75,560 +12,153 5 —
☆LIN funds › LINDE PLC ADD — 0.5% -0.0% 13.4 25,838 +705 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.4% +0.0% 12.4 16,663 +485 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.4% +0.0% 12.0 35,348 +2,530 5 —
☆IJT funds › ISHARES TR HOLD — 0.4% +0.0% 11.3 63,450 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.4% +0.1% 11.2 11,103 +1,350 5 —
☆IYW funds › ISHARES TR HOLD — 0.4% +0.1% 10.8 43,015 +0 5 —
☆IVV funds › ISHARES TR ADD — 0.4% +0.0% 10.1 13,473 +145 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.4% -0.0% 9.9 44,085 -772 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.3% -0.0% 9.6 81,873 +320 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.3% +0.1% 9.4 55,626 +9,087 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 9.1 286,139 -3,070 5 —
☆RMD funds › RESMED INC TRIM — 0.3% -0.6% 9.0 46,293 -60,044 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 8.8 28,681 -79 5 —
☆ECL funds › ECOLAB INC ADD — 0.3% +0.0% 8.7 31,400 +2,699 5 —
☆DOV funds › DOVER CORP ADD — 0.3% -0.0% 8.4 37,330 +185 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 8.3 42,199 -200 5 —
☆VIK funds › VIKING HOLDINGS LTD ADD — 0.3% +0.2% 8.2 78,099 +51,660 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.3% +0.1% 7.8 26,125 +130 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.3% -0.0% 7.7 49,020 +0 5 —
☆AIZ funds › ASSURANT INC ADD — 0.3% +0.0% 7.6 28,338 +533 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 7.5 29,986 +347 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.3% +0.3% 7.5 33,618 +33,618 1 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.3% -0.0% 7.5 21,692 +491 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.3% +0.3% 7.4 33,613 +33,613 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.3% -0.2% 7.3 53,602 -9,490 5 —
☆IJJ funds › ISHARES TR HOLD — 0.2% +0.0% 6.6 44,390 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.0% 6.5 50,965 +435 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 6.5 39,430 +200 5 —
☆GRMN funds › GARMIN LTD ADD — 0.2% -0.0% 6.5 27,340 +1,850 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.1% 6.4 23,619 -101 5 —
☆EWJ funds › ISHARES INC HOLD — 0.2% -0.0% 6.4 68,375 +0 5 —
☆IJS funds › ISHARES TR HOLD — 0.2% +0.0% 6.2 45,700 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.2% -0.0% 6.2 45,280 +292 5 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.2% -0.0% 6.2 32,459 -13 2 —
☆AON funds › AON PLC ADD — 0.2% +0.0% 5.7 17,192 +3,295 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.2% +0.2% 5.6 77,185 +68,349 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.2% -0.0% 5.5 38,269 +295 5 —
☆WCN funds › WASTE CONNECTIONS INC ADD — 0.2% +0.0% 5.4 32,643 +6,730 5 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.2% -0.0% 5.4 6,811 -556 5 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 5.4 65,980 +465 5 —
☆SHEL funds › SHELL PLC HOLD — 0.2% -0.1% 5.4 69,115 +0 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN ADD — 0.2% +0.1% 5.4 24,702 +16,342 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.2% -0.0% 5.2 56,604 -3,085 5 —
☆ALLE funds › ALLEGION PLC HOLD — 0.2% -0.0% 4.9 34,940 +0 5 —
☆NUE funds › NUCOR CORP ADD — 0.2% +0.0% 4.9 21,885 +420 5 —
☆CHD funds › CHURCH & DWIGHT CO INC ADD — 0.2% -0.0% 4.8 49,970 +326 5 —
☆CNI funds › CANADIAN NATL RY CO ADD — 0.2% +0.0% 4.8 40,465 +4,730 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.2% +0.1% 4.8 4,142 +1,405 5 —
☆NGG funds › NATIONAL GRID PLC HOLD — 0.2% -0.0% 4.7 57,145 +0 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.2% -0.0% 4.6 2,734 +196 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.2% +0.0% 4.6 16,450 -105 5 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.2% -0.0% 4.6 14,643 -42 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 4.6 154,943 +3,264 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.2% -0.0% 4.4 38,565 -105 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 4.4 18,065 +10 5 —
☆RACE funds › FERRARI N V ADD — 0.2% +0.1% 4.2 11,292 +8,004 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 4.1 114,432 +872 5 —
☆GMED funds › GLOBUS MED INC NEW — 0.1% +0.1% 4.1 52,000 +52,000 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% -0.0% 4.0 16,867 +146 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.1% -0.0% 3.8 13,091 +130 5 —
☆IDXX funds › IDEXX LABS INC TRIM — 0.1% -0.1% 3.6 6,841 -3,561 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 3.4 25,056 +161 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.1% -0.1% 3.2 33,750 +0 5 —
☆C funds › CITIGROUP INC NEW — 0.1% +0.1% 3.2 22,700 +22,700 1 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 3.1 21,464 -4,415 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% -0.1% 3.1 6,150 +70 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% +0.0% 3.1 11,284 -24 5 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.1% 3.1 44,615 +22,270 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 2.9 8,008 +45 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% +0.0% 2.9 32,995 +10,270 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 2.9 67,435 +767 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC ADD — 0.1% +0.0% 2.8 31,075 +955 3 —
☆TM funds › TOYOTA MOTOR CORP TRIM — 0.1% -0.0% 2.6 15,325 -45 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI TRIM — 0.1% -0.0% 2.5 5,607 -617 5 —
☆BCE funds › BCE INC HOLD — 0.1% -0.0% 2.4 112,315 +0 3 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.3% 2.3 25,610 -70,765 5 —
☆PSMT funds › PRICESMART INC NEW — 0.1% +0.1% 2.3 11,775 +11,775 1 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.3 93,466 +13,025 5 —
☆IBN funds › ICICI BANK LIMITED HOLD — 0.1% +0.0% 2.2 74,190 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 2.1 5,005 +3,211 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.1% -0.0% 2.1 11,718 +11,263 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.0 5,411 +117 5 —
☆ONON funds › ON HLDG AG ADD — 0.1% +0.1% 2.0 55,875 +53,860 5 —
☆EQBK funds › EQUITY BANCSHARES INC NEW — 0.1% +0.1% 1.8 36,225 +36,225 1 —
☆ESGU funds › ISHARES TR ADD — 0.1% +0.0% 1.6 10,006 +580 5 —
☆IJK funds › ISHARES TR HOLD — 0.1% +0.0% 1.6 13,800 +0 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.1% +0.0% 1.6 1,405 +169 5 —
☆IWN funds › ISHARES TR HOLD — 0.1% +0.0% 1.6 7,125 +0 5 —
☆FAST funds › FASTENAL CO TRIM — 0.1% -0.0% 1.5 31,916 -8,009 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% +0.0% 1.5 4,148 +654 5 —
☆TPB funds › TURNING PT BRANDS INC NEW — 0.1% +0.1% 1.4 16,512 +16,512 1 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.0% +0.0% 1.4 1,811 +790 3 —
☆NDAQ funds › NASDAQ INC TRIM — 0.0% -0.0% 1.4 17,397 -982 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.0% +0.0% 1.3 1,077 +200 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.0% -0.1% 1.3 10,775 -21,970 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.0% +0.0% 1.2 2,035 +335 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN NEW — 0.0% +0.0% 1.1 12,565 +12,565 1 —
☆MCK funds › MCKESSON CORP ADD — 0.0% +0.0% 1.1 1,441 +806 2 —
☆AMGN funds › AMGEN INC TRIM — 0.0% -0.0% 1.1 3,003 -30 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 1.1 12,552 +10,669 5 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 1.1 6,760 +220 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 1.0 10,824 +10,770 4 —
☆ESGD funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 10,083 -210 5 —
☆YOU funds › CLEAR SECURE INC TRIM — 0.0% -0.0% 1.0 18,566 -23,557 4 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 1.0 8,025 +775 5 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% +0.0% 1.0 741 +26 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% +0.0% 1.0 14,535 +2,250 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.0% -0.0% 1.0 8,176 +165 5 —
☆ALAB funds › ASTERA LABS INC NEW — 0.0% +0.0% 0.9 1,920 +1,920 1 —
☆DKS funds › DICKS SPORTING GOODS INC NEW — 0.0% +0.0% 0.9 3,880 +3,880 1 —
☆HUM funds › HUMANA INC NEW — 0.0% +0.0% 0.8 2,135 +2,135 1 —
☆GQGU funds › ADVISORS INNER CIRCLE FD III ADD — 0.0% -0.0% 0.8 32,050 +2,750 4 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.8 1,501 +1 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.7 4,545 -5 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.1% 0.7 10,175 -10,017 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 0.7 7,210 +6,420 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% -0.0% 0.7 603 -767 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.7 6,901 +1 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 0.7 4,420 +4 5 —
☆CAH funds › CARDINAL HEALTH INC TRIM — 0.0% -0.0% 0.7 2,890 -600 5 —
☆WDFC funds › WD 40 CO TRIM — 0.0% -0.0% 0.7 2,700 -250 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.0% +0.0% 0.7 1,849 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INC TRIM — 0.0% +0.0% 0.6 6,255 -205 4 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.1% 0.6 1,205 -6,537 5 —
☆TKO funds › TKO GROUP HOLDINGS INC NEW — 0.0% +0.0% 0.6 2,920 +2,920 1 —
☆ROST funds › ROSS STORES INC TRIM — 0.0% -0.0% 0.6 2,675 -3,765 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.6 6,637 +37 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.1% 0.5 5,934 -20,252 5 —
☆CUSIP:920253101 funds › VALMONT INDS INC TRIM — 0.0% +0.0% 0.5 927 -196 4 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% +0.0% 0.5 7,125 +830 5 —
☆AZO funds › AUTOZONE INC ADD — 0.0% -0.0% 0.5 159 +16 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.5 11,060 +1,680 5 —
☆IWS funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 3,000 +0 5 —
☆RBRK funds › RUBRIK INC. ADD — 0.0% +0.0% 0.5 5,816 +3,785 5 —
☆IWD funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 1,895 +0 5 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.4 2,545 +2,470 4 —
☆GL funds › GLOBE LIFE INC HOLD — 0.0% +0.0% 0.4 2,438 +0 4 —
☆GE funds › GE AEROSPACE HOLD — 0.0% +0.0% 0.4 1,057 +0 5 —
☆SHE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.4 2,430 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 0.4 375 +30 4 —
☆SUSA funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 2,315 +0 5 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA HOLD — 0.0% +0.0% 0.4 14,243 +0 5 —
☆PECO funds › PHILLIPS EDISON & CO INC HOLD — 0.0% +0.0% 0.3 8,372 +0 5 —
☆CPRT funds › COPART INC ADD — 0.0% +0.0% 0.3 11,345 +5,686 5 —
☆LNT funds › ALLIANT ENERGY CORP TRIM — 0.0% -0.0% 0.3 4,153 -37 5 —
☆ROL funds › ROLLINS INC TRIM — 0.0% -0.0% 0.3 7,521 -5,816 5 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 0.3 1,448 +216 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 2,056 -80 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 0.3 433 +60 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.2% 0.3 970 -12,516 5 —
☆STLD funds › STEEL DYNAMICS INC HOLD — 0.0% +0.0% 0.3 1,275 +0 5 —
☆BN funds › BROOKFIELD CORP ADD — 0.0% +0.0% 0.3 6,478 +1,605 5 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.3 1,450 +0 5 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.3 6,300 -5,285 5 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.3 7,098 +1,000 5 —
☆HEI funds › HEICO CORP NEW ADD — 0.0% +0.0% 0.3 709 +156 5 —
☆EME funds › EMCOR GROUP INC HOLD — 0.0% +0.0% 0.2 297 +0 4 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% -0.0% 0.2 2,000 -6,000 5 —
☆CATH funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.2 2,770 +0 5 —
☆HAL funds › HALLIBURTON CO HOLD — 0.0% -0.0% 0.2 7,000 +0 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.3% 0.2 1,590 -53,987 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.0% +0.0% 0.2 594 +108 5 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.2 6,432 +0 5 —
☆DE funds › DEERE & CO HOLD — 0.0% +0.0% 0.2 341 +0 5 —
☆AME funds › AMETEK INC ADD — 0.0% +0.0% 0.2 890 +268 2 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.2 1,653 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.0% -0.0% 0.2 1,977 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 0.2 1,059 -221 5 —
☆PLD funds › PROLOGIS INC. HOLD — 0.0% -0.0% 0.2 1,481 +0 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,050 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.2 1,656 +1,449 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.0% +0.0% 0.2 1,311 +0 5 —
☆INTC funds › INTEL CORP TRIM — 0.0% +0.0% 0.2 1,366 -330 5 —
☆MEDP funds › MEDPACE HLDGS INC ADD — 0.0% +0.0% 0.2 357 +155 3 —
☆LNG funds › CHENIERE ENERGY INC HOLD — 0.0% -0.0% 0.2 780 +0 5 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 428 +0 5 —
☆ITOT funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,099 +95 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.0% +0.0% 0.2 665 +185 5 —
☆IVE funds › ISHARES TR ADD — 0.0% +0.0% 0.2 784 +100 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.2 1,090 +235 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.2 4,700 +0 5 —
☆GCBC funds › GREENE CNTY BANCORP INC HOLD — 0.0% +0.0% 0.2 5,065 +0 5 —
☆NNI funds › NELNET INC HOLD — 0.0% -0.0% 0.2 1,272 +0 5 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV HOLD — 0.0% +0.0% 0.2 2,050 +0 5 —
☆SYY funds › SYSCO CORP HOLD — 0.0% +0.0% 0.2 1,957 +0 5 —
☆SLQD funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,170 +0 5 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 0.2 79 +15 5 —
☆IVW funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,129 +102 5 —
☆AXON funds › AXON ENTERPRISE INC TRIM — 0.0% -0.1% 0.2 276 -4,419 4 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.0% +0.0% 0.2 212 -41 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.0% +0.0% 0.2 1,791 +578 4 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR HOLD — 0.0% +0.0% 0.1 600 +0 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD — 0.0% +0.0% 0.1 2,340 +1,440 3 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% -0.0% 0.1 152 +0 5 —
☆HAS funds › HASBRO INC TRIM — 0.0% -0.0% 0.1 1,785 -1,000 5 —
☆YUM funds › YUM BRANDS INC ADD — 0.0% +0.0% 0.1 891 +135 5 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 865 +0 5 —
☆USB funds › US BANCORP HOLD — 0.0% +0.0% 0.1 2,285 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.1 455 +140 5 —
☆MTUM funds › ISHARES TR ADD — 0.0% +0.0% 0.1 372 +34 5 —
☆MOAT funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 1,200 +0 5 —
☆TXT funds › TEXTRON INC HOLD — 0.0% -0.0% 0.1 1,325 +0 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 1,375 +1,100 5 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% +0.0% 0.1 1,050 +0 5 —
☆PSKY funds › PARAMOUNT SKYDANCE CORP ADD — 0.0% +0.0% 0.1 11,560 +5,000 3 —
☆IBDU funds › ISHARES TR ADD — 0.0% +0.0% 0.1 4,715 +2,160 2 —
☆TBF funds › PROSHARES TR HOLD — 0.0% -0.0% 0.1 4,400 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.1 1,849 +0 5 —
☆CELC funds › CELCUITY INC NEW — 0.0% +0.0% 0.1 1,000 +1,000 1 —
☆IBDT funds › ISHARES TR ADD — 0.0% +0.0% 0.1 4,140 +1,985 2 —
☆IBDV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 4,780 +2,295 2 —
☆IBDW funds › ISHARES TR ADD — 0.0% +0.0% 0.1 5,000 +2,400 2 —
☆DTD funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 1,070 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.1 1,188 -35 5 —
☆AEE funds › AMEREN CORP HOLD — 0.0% -0.0% 0.1 868 +0 5 —
☆INTU funds › INTUIT HOLD — 0.0% -0.0% 0.1 375 +0 5 —
☆BAC funds › BANK OF AMER CORP HOLD — 0.0% +0.0% 0.1 1,676 +0 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 717 +0 5 —
☆ADBE funds › ADOBE INC HOLD — 0.0% -0.0% 0.1 448 +0 5 —
☆DSI funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 645 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.1 1,524 -9 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD — 0.0% -0.0% 0.1 1,026 +0 5 —
☆IWR funds › ISHARES TR ADD — 0.0% +0.0% 0.1 729 +16 5 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.0% +0.0% 0.1 238 +0 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 217 +0 5 —
☆NAK funds › NORTHERN DYNASTY MINERALS LT HOLD — 0.0% +0.0% 0.1 40,750 +0 3 —
☆ROBO funds › EXCHANGE TRADED CONCEPTS TRU HOLD — 0.0% +0.0% 0.1 875 +0 5 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.0% +0.0% 0.1 205 +25 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% -0.0% 0.1 429 +0 5 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 600 +0 5 —
☆STUB funds › STUBHUB HLDGS INC HOLD — 0.0% +0.0% 0.1 5,452 +0 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 405 +405 1 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC ADD — 0.0% +0.0% 0.1 190 +75 5 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW — 0.0% +0.0% 0.1 250 +250 1 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.1 360 -8 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.1 220 +198 4 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.1 648 -886 5 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.1 1,337 +0 5 —
☆QUAL funds › ISHARES TR ADD — 0.0% +0.0% 0.1 267 +49 5 —
☆BOC funds › BOSTON OMAHA CORP HOLD — 0.0% +0.0% 0.1 4,250 +0 3 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.1 342 +0 5 —
☆LPX funds › LOUISIANA PAC CORP HOLD — 0.0% -0.0% 0.1 728 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.0% -0.0% 0.1 526 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.1 1,081 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.1 1,571 +65 5 —
☆TSCO funds › TRACTOR SUPPLY CO TRIM — 0.0% -0.3% 0.1 1,650 -184,480 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.1 200 +0 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 333 +0 5 —
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 0.1 106 +106 1 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.1 691 +0 3 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.0 650 +75 5 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 164 +0 4 —
☆IWP funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 320 +0 5 —
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 888 +0 3 —
☆SONY funds › SONY GROUP CORP HOLD — 0.0% -0.0% 0.0 2,265 +0 5 —
☆PL funds › PLANET LABS PBC HOLD — 0.0% +0.0% 0.0 1,360 +0 3 —
☆SEPI funds › SCM TRUST HOLD — 0.0% -0.0% 0.0 1,575 +0 4 —
☆EAGG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 885 +45 3 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.0 80 -25 5 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 480 +0 5 —
☆SUSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 1,590 +0 3 —
☆XLB funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 750 +0 2 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% -0.0% 0.0 471 +0 5 —
☆BOTZ funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.0 995 -90 5 —
☆ECHO funds › ECHOSTAR CORP HOLD — 0.0% -0.0% 0.0 370 +0 5 —
☆APLD funds › APPLIED DIGITAL CORP ADD — 0.0% +0.0% 0.0 1,000 +200 4 —
☆NB funds › NIOCORP DEVS LTD HOLD — 0.0% -0.0% 0.0 7,665 +0 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.0 168 +12 5 —
☆JHML funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.0% -0.0% 0.0 403 -175 2 —
☆HSY funds › HERSHEY CO HOLD — 0.0% -0.0% 0.0 203 +0 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.0 250 +0 5 —
☆CUSIP:06759X107 funds › BARINGS CORPORATE INVS HOLD — 0.0% -0.0% 0.0 2,000 +0 5 —
☆SJM funds › SMUCKER J M CO TRIM — 0.0% -0.1% 0.0 300 -27,990 2 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 308 +0 3 —
☆TGTX funds › TG THERAPEUTICS INC HOLD — 0.0% +0.0% 0.0 612 +0 4 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.0% -0.0% 0.0 438 -69 2 —
☆EXTR funds › EXTREME NETWORKS INC TRIM — 0.0% -0.0% 0.0 1,000 -3,000 3 —
☆VFH funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 233 +0 5 —
☆EBMT funds › EAGLE BANCORP MONT INC HOLD — 0.0% +0.0% 0.0 1,240 +0 5 —
☆SAIL funds › SAILPOINT INC NEW — 0.0% +0.0% 0.0 2,000 +2,000 1 —
☆IONQ funds › IONQ INC HOLD — 0.0% +0.0% 0.0 545 +0 5 —
☆COR funds › CENCORA INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆LUV funds › SOUTHWEST AIRLS CO TRIM — 0.0% +0.0% 0.0 533 -70 3 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.0 215 -6,015 5 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.0 320 +104 2 —
☆WRB funds › BERKLEY W R CORP HOLD — 0.0% -0.0% 0.0 375 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 312 +0 3 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.0 51 +0 5 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.0 250 +75 5 —
☆HRL funds › HORMEL FOODS CORP HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆MSBT funds › MORGAN STANLEY BITCOIN TR NEW — 0.0% +0.0% 0.0 1,430 +1,430 1 —
☆QTWO funds › Q2 HLDGS INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆DGX funds › QUEST DIAGNOSTICS INC HOLD — 0.0% -0.0% 0.0 110 +0 5 —
☆BKE funds › BUCKLE INC TRIM — 0.0% -0.0% 0.0 551 -6 5 —
☆SMLF funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 255 -71 2 —
☆DBEF funds › DBX ETF TR HOLD — 0.0% -0.0% 0.0 396 +0 2 —
☆KNSL funds › KINSALE CAP GROUP INC HOLD — 0.0% -0.0% 0.0 65 +0 5 —
☆COIN funds › COINBASE GLOBAL INC HOLD — 0.0% -0.0% 0.0 145 +0 5 —
☆PJT funds › PJT PARTNERS INC HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD — 0.0% -0.0% 0.0 200 +0 4 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.0 235 +0 5 —
☆ESML funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 350 +0 2 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 286 +286 1 —
☆Z funds › ZILLOW GROUP INC ADD — 0.0% +0.0% 0.0 615 +314 5 —
☆SNOW funds › SNOWFLAKE INC HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆DASH funds › DOORDASH INC TRIM — 0.0% -0.0% 0.0 100 -425 5 —
☆PNW funds › PINNACLE WEST CAP CORP HOLD — 0.0% -0.0% 0.0 167 +0 3 —
☆CLSK funds › CLEANSPARK INC HOLD — 0.0% +0.0% 0.0 1,225 +0 5 —
☆AVEX funds › AEVEX CORP NEW — 0.0% +0.0% 0.0 850 +850 1 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 253 +0 3 —
☆STT funds › STATE STR CORP HOLD — 0.0% +0.0% 0.0 104 +0 5 —
☆AUPH funds › AURINIA PHARMACEUTICALS INC HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.0% +0.0% 0.0 42 +0 4 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.0 100 -37 3 —
☆HII funds › HUNTINGTON INGALLS INDS INC TRIM — 0.0% -0.0% 0.0 55 -250 5 —
☆EFV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 198 +198 1 —
☆LASR funds › NLIGHT INC HOLD — 0.0% +0.0% 0.0 215 +0 4 —
☆TPR funds › TAPESTRY INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆TLK funds › TELEKOMUNIKASI IND HOLD — 0.0% -0.0% 0.0 1,080 +0 5 —
☆TXNM funds › TXNM ENERGY INC HOLD — 0.0% -0.0% 0.0 250 +0 3 —
☆GME funds › GAMESTOP CORP HOLD — 0.0% -0.0% 0.0 625 +0 5 —
☆SDOG funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 200 +0 3 —
☆INSP funds › INSPIRE MED SYS INC HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% -0.0% 0.0 145 -900 5 —
☆VEEV funds › VEEVA SYS INC TRIM — 0.0% -0.0% 0.0 75 -225 5 —
☆DPZ funds › DOMINOS PIZZA INC HOLD — 0.0% -0.0% 0.0 43 +0 4 —
☆BAI funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 240 +240 1 —
☆ITA funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 52 +0 4 —
☆QXO funds › QXO INC HOLD — 0.0% -0.0% 0.0 700 +0 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% +0.0% 0.0 52 +0 2 —
☆NXDR funds › NEXTDOOR HOLDINGS INC HOLD — 0.0% +0.0% 0.0 5,090 +0 2 —
☆TMFC funds › RBB FD INC HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.0 225 -113 3 —
☆FIBK funds › FIRST INTST BANCSYSTEM INC HOLD — 0.0% +0.0% 0.0 294 +0 3 —
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 372 +372 1 —
☆CPB funds › THE CAMPBELLS COMPANY HOLD — 0.0% -0.0% 0.0 480 +0 5 —
☆IUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 230 +230 1 —
☆EFG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆DJT funds › TRUMP MEDIA & TECHNOLOGY GRO HOLD — 0.0% -0.0% 0.0 1,350 +0 4 —
☆ABNB funds › AIRBNB INC HOLD — 0.0% +0.0% 0.0 70 +0 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 171 -93 3 —
☆CCJ funds › CAMECO CORP HOLD — 0.0% -0.0% 0.0 96 +0 3 —
☆SO funds › SOUTHERN CO HOLD — 0.0% -0.0% 0.0 100 +0 4 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.0 83 +0 3 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC HOLD — 0.0% -0.0% 0.0 102 +0 5 —
☆VFMO funds › VANGUARD WELLINGTON FD ADD — 0.0% +0.0% 0.0 35 +5 2 —
☆LQD funds › ISHARES TR NEW — 0.0% +0.0% 0.0 78 +78 1 —
☆ICLN funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆CBOE funds › CBOE GLOBAL MKTS INC TRIM — 0.0% -0.1% 0.0 33 -6,920 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.0 24 -3 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% +0.0% 0.0 140 +80 3 —
☆ARKX funds › ARK ETF TR HOLD — 0.0% +0.0% 0.0 218 +0 5 —
☆GOVT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 325 +325 1 —
☆SHLD funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 123 +123 1 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.0 26 +0 5 —
☆SLB funds › SLB LIMITED HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆CAG funds › CONAGRA BRANDS INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.0 10 +0 5 —
☆DOW funds › DOW HLDGS INC HOLD — 0.0% -0.0% 0.0 235 +0 5 —
☆WEN funds › WENDYS CO HOLD — 0.0% +0.0% 0.0 750 +0 5 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% -0.0% 0.0 245 +0 5 —
☆THRO funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 137 +137 1 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.0 102 +0 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆SAM funds › BOSTON BEER INC HOLD — 0.0% -0.0% 0.0 33 +0 3 —
☆YUMC funds › YUM CHINA HLDGS INC HOLD — 0.0% -0.0% 0.0 136 +0 5 —
☆AEO funds › AMERICAN EAGLE OUTFITTERS IN HOLD — 0.0% -0.0% 0.0 323 +0 5 —
☆BWXT funds › BWX TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 25 +0 3 —
☆NVO funds › NOVO-NORDISK A S HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆CRMD funds › CORMEDIX INC HOLD — 0.0% +0.0% 0.0 610 +0 5 —
☆ACHR funds › ARCHER AVIATION INC HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆IAGG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 93 +93 1 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.4% 0.0 65 -77,200 5 —
☆IREN funds › IREN LIMITED HOLD — 0.0% +0.0% 0.0 100 +0 4 —
☆DTE funds › DTE ENERGY CO HOLD — 0.0% -0.0% 0.0 30 +0 4 —
☆EXEL funds › EXELIXIS INC HOLD — 0.0% +0.0% 0.0 80 +0 5 —
☆QBTS funds › D-WAVE QUANTUM INC HOLD — 0.0% +0.0% 0.0 180 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP HOLD — 0.0% +0.0% 0.0 28 +0 4 —
☆OEF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆TLH funds › ISHARES TR NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆BOOT funds › BOOT BARN HLDGS INC NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆TLN funds › TALEN ENERGY CORP HOLD — 0.0% +0.0% 0.0 10 +0 4 —
☆ASCI funds › ABRDN FDS HOLD — 0.0% -0.0% 0.0 104 +0 3 —
☆NRP funds › NATURAL RESOURCE PARTNERS LP NEW — 0.0% +0.0% 0.0 38 +38 1 —
☆RWL funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.0% +0.0% 0.0 44 +44 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆SCHP funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 121 +121 1 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 65 +0 3 —
☆MKSI funds › MKS INC. NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN HOLD — 0.0% -0.0% 0.0 138 +0 4 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 65 +0 5 —
☆DGRO funds › ISHARES TR NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆JBL funds › JABIL INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆BTU funds › PEABODY ENGR CORP HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆PCAR funds › PACCAR INC HOLD — 0.0% -0.0% 0.0 19 +0 4 —
☆FLEX funds › FLEX LTD NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆AEIS funds › ADVANCED ENERGY INDS HOLD — 0.0% +0.0% 0.0 6 +0 2 —
☆FTI funds › TECHNIPFMC PLC HOLD — 0.0% -0.0% 0.0 32 +0 2 —
☆BEP funds › BROOKFIELD RENEWABLE ENERGY HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.0 28 +0 4 —
☆MTZ funds › MASTEC INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆SOLV funds › SOLVENTUM CORP TRIM — 0.0% -0.0% 0.0 25 -9 3 —
☆NEM funds › NEWMONT CORP HOLD — 0.0% -0.0% 0.0 20 +0 3 —
☆NVT funds › NVENT ELEC PLC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆LCID funds › LUCID GROUP INC HOLD — 0.0% -0.0% 0.0 275 +0 2 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆ROP funds › ROPER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 5 -1,635 5 —
☆SCZ funds › ISHARES TR NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆USMV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 17 +0 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆SNA funds › SNAP ON INC HOLD — 0.0% -0.0% 0.0 4 +0 4 —
☆SYF funds › SYNCHRONY FINANCIAL HOLD — 0.0% +0.0% 0.0 21 +0 4 —
☆VTIP funds › VANGUARD MALVERN FDS NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆SLYG funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆GLW funds › CORNING INC TRIM — 0.0% -0.0% 0.0 6 -9 4 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.0 11 +0 4 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 0.0 3 -2,270 4 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆GOLF funds › ACUSHNET HLDGS CORP HOLD — 0.0% +0.0% 0.0 7 +0 3 —
☆ONDS funds › ONDAS INC HOLD — 0.0% -0.0% 0.0 100 +0 2 —
☆UNIT funds › UNITI GROUP LLC NEW — 0.0% +0.0% 0.0 58 +58 1 —
☆NANC funds › TIDAL TRUST I HOLD — 0.0% +0.0% 0.0 13 +0 5 —
☆TGT funds › TARGET CORP HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆CRI funds › CARTERS INC HOLD — 0.0% +0.0% 0.0 15 +0 4 —
☆BEPC funds › BROOKFIELD RENEWABLE CORP HOLD — 0.0% -0.0% 0.0 15 +0 5 —
☆BKR funds › BAKER HUGHES COMPANY HOLD — 0.0% -0.0% 0.0 9 +0 4 —
☆CMTG funds › CLAROS MTG TR INC HOLD — 0.0% -0.0% 0.0 202 +0 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.0 7 -73 2 —
☆CUSIP:654484153 funds › NIOCORP DEVS LTD HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆CPER funds › UNITED STS COMMODITY INDEX F NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆OPK funds › OPKO HEALTH INC HOLD — 0.0% +0.0% 0.0 250 +0 5 —
☆ATNM funds › ACTINIUM PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.0 341 +0 5 —

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 2,794 507 0.10 29% 0.015 0.546 — in
2026Q1 2,513 522 0.08 30% 0.016 0.590 — in
2025Q4 2,599 508 0.09 32% 0.018 0.531 — in
2025Q3 2,727 456 0.09 36% 0.029 0.603 — in
2025Q2 2,735 419 0.08 38% 0.042 0.680 — entered
2025Q1 2,729 426 0.00 42% 0.062 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