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☆ATWOOD & PALMER INC

CIK 0001044929 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.598
AUM ($M)
1,875
Positions
495
Turnover
0.06
Top-10 wt
33%
Herfindahl
0.021
History (qtrs)
6
Excess Return
-4.3%

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Quarter
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Security type

Holdings · 500 of 558 positions (showing top 500 by weight) · portfolio value $1,875M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOG funds › ALPHABET INC TRIM — 4.5% +0.6% 83.6 236,545 -3,331 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 3.7% -0.0% 68.8 771,462 +4,010 5 —
☆URI funds › UNITED RENTALS INC ADD — 3.5% +1.1% 66.4 58,622 +57 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 3.5% +0.4% 65.1 674,517 +3,089 5 —
☆JEMB funds › JANUS DETROIT STR TR ADD — 3.3% -0.0% 62.8 1,166,905 +19,506 5 -14.2%
☆SHY funds › ISHARES TR ADD — 3.2% -0.1% 60.1 732,119 +14,900 5 —
☆CSCO funds › CISCO SYS INC TRIM — 3.2% +0.9% 59.5 506,582 -7,803 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 3.2% -0.1% 59.1 1,170,199 +20,296 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 2.7% -0.9% 50.9 436,259 -1,265 5 —
☆ABBV funds › ABBVIE INC ADD — 2.6% +0.2% 49.3 195,763 +1,615 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 2.5% +0.3% 47.3 838,806 +1,527 5 —
☆GNRC funds › GENERAC HLDGS INC TRIM — 2.5% +0.7% 46.2 157,868 -835 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 2.4% -0.4% 44.2 350,240 +2,801 5 —
☆PSQO funds › PALMER SQUARE FUNDS TR ADD — 2.3% -0.1% 42.4 2,048,978 +29,739 5 —
☆BBBI funds › BONDBLOXX ETF TRUST ADD — 2.2% -0.1% 40.4 785,064 +14,244 5 -20.0%
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 2.1% -0.0% 39.3 508,168 +9,052 5 —
☆DHI funds › D R HORTON INC TRIM — 2.1% +0.2% 38.7 237,817 -423 5 —
☆AAPL funds › APPLE INC TRIM — 2.0% +0.1% 36.8 127,072 -309 5 —
☆JSI funds › JANUS DETROIT STR TR ADD — 2.0% -0.1% 36.7 715,976 +16,713 5 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 1.9% -0.0% 35.4 77,270 -75 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 1.8% -0.5% 34.6 67,995 +18 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 1.8% +0.2% 33.8 33,444 +82 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL TRIM — 1.8% -0.3% 33.3 61,479 -957 5 —
☆NOK funds › NOKIA CORP TRIM — 1.7% +0.6% 32.6 2,457,295 -3,465 2 +90.1%
☆MELI funds › MERCADOLIBRE INC ADD — 1.7% -0.1% 31.3 18,454 +79 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 1.6% -0.1% 30.7 59,733 -682 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.6% +0.1% 30.3 151,676 +725 5 —
☆WMT funds › WALMART INC TRIM — 1.5% -0.3% 28.8 254,376 -5,113 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 1.5% -0.0% 28.7 278,701 +6,174 5 —
☆TPYP funds › TORTOISE CAPITAL SERIES TRUS ADD — 1.5% -0.1% 28.1 670,333 +3,192 5 -3.3%
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 1.5% +0.1% 28.0 56,357 +604 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 1.5% -0.0% 27.4 54,746 +443 5 —
☆LDOS funds › LEIDOS HOLDINGS INC ADD — 1.4% -0.8% 26.7 258,982 +1,908 5 —
☆REGN funds › REGENERON PHARMACEUTICALS ADD — 1.4% -0.4% 26.4 42,332 +630 5 —
☆CDW funds › CDW CORP TRIM — 1.2% +0.1% 22.2 157,897 -1,234 5 —
☆GRMN funds › GARMIN LTD TRIM — 1.2% -0.0% 22.0 92,500 -344 5 —
☆IBTI funds › ISHARES TR ADD — 1.1% -0.1% 21.2 959,379 +15,969 5 —
☆XBB funds › BONDBLOXX ETF TRUST ADD — 1.1% -0.0% 20.8 507,082 +7,067 5 -19.2%
☆IBTJ funds › ISHARES TR ADD — 1.1% -0.1% 20.8 958,727 +13,753 5 —
☆ON funds › ON SEMICONDUCTOR CORP TRIM — 1.1% +0.0% 20.5 216,936 -89,840 5 —
☆SHYG funds › ISHARES TR ADD — 1.1% -0.0% 19.8 465,716 +7,986 5 —
☆IGSB funds › ISHARES TR ADD — 1.0% -0.0% 19.0 362,875 +5,648 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 1.0% -0.2% 18.6 64,066 +399 5 —
☆LOW funds › LOWES COS INC ADD — 0.8% -0.1% 15.5 70,385 +195 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.7% -0.0% 13.5 186,402 +4,411 5 —
☆IMTM funds › ISHARES TR TRIM — 0.6% +0.0% 12.0 224,812 -3,905 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR TRIM — 0.6% -0.0% 11.7 255,696 -4,470 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD TRIM — 0.5% -0.2% 9.6 99,948 -519 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.5% +0.1% 8.7 24,456 -100 5 —
☆CBC funds › CENTRAL BANCOMPANY HOLD — 0.5% +0.1% 8.6 282,050 +0 3 +33.6%
☆VSLU funds › ETF OPPORTUNITIES TRUST TRIM — 0.4% -0.0% 8.2 178,279 -26,216 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.0% 6.4 29,921 -5,302 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.3% -0.0% 6.3 24,671 +6 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.3% +0.0% 6.3 17,732 +0 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% +0.0% 5.6 73,527 -7,210 5 —
☆JKHY funds › HENRY JACK & ASSOC INC TRIM — 0.3% -0.1% 5.6 40,316 -20 5 —
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.2% +0.0% 4.4 40,101 -65 5 —
☆CBSH funds › COMMERCE BANCSHARES INC TRIM — 0.2% +0.0% 4.1 71,288 -500 5 —
☆GBIL funds › GOLDMAN SACHS ETF TR HOLD — 0.2% -0.0% 3.9 38,925 +0 5 —
☆IVSS funds › ETF OPPORTUNITIES TRUST TRIM — 0.2% +0.0% 3.7 123,009 -226 2 -2.7%
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.2% -0.0% 3.0 19,929 -1,202 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.2% -0.0% 3.0 20,292 -146 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% +0.0% 2.9 8,799 -52 5 —
☆HLI funds › HOULIHAN LOKEY INC TRIM — 0.1% -0.4% 2.8 20,897 -51,373 3 -56.9%
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 2.6 2,448 -119 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.1% -0.0% 2.5 13,343 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.1% +0.0% 2.4 26,200 +0 5 —
☆GEM funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 2.3 43,693 -1,248 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.1% +0.0% 2.2 9,387 +230 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% +0.0% 2.2 2,286 +31 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 2.0 5,540 -107 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 1.9 3,869 +5 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.1% -0.0% 1.9 5,028 -414 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 1.8 13,016 -296 5 —
☆IBTK funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 87,410 -2,885 5 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.0% 1.6 13,255 -645 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.0% 1.5 2,041 -476 5 —
☆HIW funds › HIGHWOODS PPTYS INC HOLD — 0.1% +0.0% 1.4 48,007 +0 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.3 27,025 -2,650 5 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 1.3 8,137 +0 5 —
☆UMBF funds › UMB FINL CORP TRIM — 0.1% +0.0% 1.3 9,166 -1,563 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 1.3 1,725 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 1.3 1,380 -10 5 —
☆HTH funds › HILLTOP HLDGS INC HOLD — 0.1% +0.0% 1.3 33,100 +0 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.1% +0.0% 1.3 12,887 +0 5 —
☆IRM funds › IRON MTN INC DEL ADD — 0.1% +0.0% 1.2 9,487 +11 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 1.2 4,200 -4 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.1% +0.0% 1.1 3,006 -34 5 —
☆DE funds › DEERE & CO TRIM — 0.1% +0.0% 1.1 1,768 -2 5 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.1% +0.0% 1.1 4,546 -12 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 1.0 8,368 +6,276 5 —
☆JMBS funds › JANUS DETROIT STR TR HOLD — 0.1% -0.0% 1.0 22,550 +0 5 —
☆WAT funds › WATERS CORP TRIM — 0.1% +0.0% 1.0 2,552 -255 2 +35.0%
☆QCOM funds › QUALCOMM INC HOLD — 0.0% +0.0% 0.9 4,918 +0 5 —
☆KO funds › COCA COLA CO HOLD — 0.0% +0.0% 0.9 11,066 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.0% +0.0% 0.9 2,101 +53 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.0% -0.0% 0.9 3,248 +60 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.0% -0.0% 0.8 9,596 +80 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.0% -0.0% 0.8 4,974 -110 5 —
☆GHYB funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.8 18,095 -815 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% +0.0% 0.8 4,386 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.0% +0.0% 0.8 3,539 +64 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.8 8,776 +6,575 2 +8.3%
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% -0.0% 0.8 5,500 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.0% -0.0% 0.7 1 +0 5 —
☆USB funds › US BANCORP HOLD — 0.0% +0.0% 0.7 11,798 +0 5 —
☆INTC funds › INTEL CORP TRIM — 0.0% +0.0% 0.7 4,906 -1,696 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.0% +0.0% 0.7 568 +38 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 0.7 4,000 -461 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 0.7 11,728 -23 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.7 8,500 +0 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.0% +0.0% 0.6 4,271 +0 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.6 1,529 +5 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW HOLD — 0.0% +0.0% 0.6 18,500 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.0% +0.0% 0.6 7,607 +0 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.0% -0.0% 0.6 3,650 +88 5 —
☆META funds › META PLATFORMS INC ADD — 0.0% -0.0% 0.5 962 +45 5 —
☆GSST funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 0.5 10,558 +0 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.5 2,350 -424 5 —
☆SAIA funds › SAIA INC TRIM — 0.0% +0.0% 0.5 1,225 -100 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 0.5 3,384 -53 5 —
☆CW funds › CURTISS WRIGHT CORP HOLD — 0.0% +0.0% 0.5 648 +0 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.0% +0.0% 0.5 1,708 +0 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.0% -0.0% 0.5 7,966 -1,828 5 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.4 1,401 +0 4 -11.1%
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.4 4,529 -25 5 —
☆ECL funds › ECOLAB INC HOLD — 0.0% -0.0% 0.4 1,470 +0 5 —
☆APH funds › AMPHENOL CORP HOLD — 0.0% +0.0% 0.4 2,320 +0 2 -3.3%
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% +0.0% 0.4 497 +51 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.4 3,209 +29 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 0.4 2,341 +13 5 -0.2%
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.4 1,831 +0 2 -7.8%
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% +0.0% 0.4 1,054 -308 5 —
☆GE funds › GE AEROSPACE TRIM — 0.0% +0.0% 0.4 949 -5 5 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.0% +0.0% 0.3 4,808 +0 5 —
☆V funds › VISA INC TRIM — 0.0% -0.0% 0.3 1,005 -304 5 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.3 700 +0 5 —
☆IJH funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,380 +0 5 —
☆MPLX funds › MPLX LP HOLD — 0.0% -0.0% 0.3 5,844 +0 5 -5.2%
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.3 8,931 +0 5 —
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.3 769 +55 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.3 3,530 +5 5 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,499 +0 5 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 0.3 3,300 -13 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.0% +0.0% 0.3 260 +26 5 —
☆IWD funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,234 +0 5 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 0.0% +0.0% 0.3 520 +0 5 —
☆LH funds › LABCORP HOLDINGS INC HOLD — 0.0% -0.0% 0.3 1,000 +0 5 —
☆FBIN funds › FORTUNE BRANDS INNOVATIONS I HOLD — 0.0% +0.0% 0.3 5,078 +0 5 —
☆AVIG funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.3 6,635 +0 5 —
☆OTIS funds › OTIS WORLDWIDE CORP HOLD — 0.0% -0.0% 0.3 3,825 +0 5 —
☆DGRO funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 3,598 +0 2 -10.9%
☆CAH funds › CARDINAL HEALTH INC HOLD — 0.0% +0.0% 0.3 1,104 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.2 2,925 -73 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.2 9,929 -104 5 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.2 2,298 +0 5 —
☆IJR funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,406 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.2 2,394 +2,245 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC HOLD — 0.0% +0.0% 0.2 505 +0 5 -24.5%
☆UNP funds › UNION PAC CORP TRIM — 0.0% -0.0% 0.2 685 -125 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.0% +0.0% 0.2 2,067 +0 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.2 3,500 +0 5 —
☆ACGL funds › ARCH CAP GROUP LTD HOLD — 0.0% -0.0% 0.2 1,800 +0 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.2 800 +0 5 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,271 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.0% -0.0% 0.2 1,348 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.2 2,116 +1,587 2 -3.7%
☆BCS funds › BARCLAYS PLC HOLD — 0.0% +0.0% 0.2 6,105 +0 5 +25.3%
☆EFSC funds › ENTERPRISE FINL SVCS CORP HOLD — 0.0% +0.0% 0.2 2,460 +0 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 0.2 223 -150 5 —
☆TRGP funds › TARGA RES CORP HOLD — 0.0% +0.0% 0.2 575 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.2 448 +0 2 +0.8%
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% +0.0% 0.2 764 +0 5 -11.6%
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.2 1,650 +0 5 —
☆NJR funds › NEW JERSEY RES CORP HOLD — 0.0% -0.0% 0.2 2,680 +0 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.1 1,524 -31 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 628 +628 1 -11.2%
☆AVMC funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.1 1,743 +0 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.1 628 +628 1 -104.9%
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.1 460 +414 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.0% -0.0% 0.1 2,750 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.1 4,161 +37 5 -7.4%
☆ILCG funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,130 +1 5 -1.9%
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.1 1,779 +0 5 —
☆FTNT funds › FORTINET INC HOLD — 0.0% +0.0% 0.1 860 +0 5 —
☆AVDS funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.1 1,706 +0 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.1 178 +0 5 —
☆TRP funds › TC ENERGY CORP HOLD — 0.0% +0.0% 0.1 1,895 +0 5 +0.1%
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 322 +0 4 +6.5%
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 658 +0 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 950 +0 5 —
☆DKNG funds › DRAFTKINGS INC NEW HOLD — 0.0% +0.0% 0.1 4,575 +0 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.0% +0.0% 0.1 266 -150 5 —
☆LNG funds › CHENIERE ENERGY INC HOLD — 0.0% -0.0% 0.1 472 +0 5 -12.0%
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 451 +0 2 -9.6% re-entry
☆EVRG funds › EVERGY INC HOLD — 0.0% -0.0% 0.1 1,266 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.0% +0.0% 0.1 849 +77 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 1,112 +0 5 —
☆HEI funds › HEICO CORP NEW HOLD — 0.0% +0.0% 0.1 300 +0 5 —
☆DIVO funds › AMPLIFY ETF TR HOLD — 0.0% -0.0% 0.1 2,130 +0 5 —
☆IWN funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 439 +0 5 —
☆OMC funds › OMNICOM GROUP INC HOLD — 0.0% -0.0% 0.1 1,327 +0 5 -10.0%
☆VOO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 140 +5 5 —
☆TY funds › TRI CONTL CORP HOLD — 0.0% +0.0% 0.1 2,726 +0 5 —
☆ET funds › ENERGY TRANSFER L P HOLD — 0.0% -0.0% 0.1 4,822 +0 5 —
☆MUB funds › ISHARES TR ADD — 0.0% -0.0% 0.1 853 +7 5 -21.0%
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 345 +0 5 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 0.1 175 +20 5 —
☆KLAR funds › KLARNA GROUP PLC NEW — 0.0% +0.0% 0.1 4,240 +4,240 1 +209.5%
☆GLD funds › SPDR GOLD TR ADD — 0.0% +0.0% 0.1 231 +200 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP HOLD — 0.0% +0.0% 0.1 916 +0 5 —
☆TCBI funds › TEXAS CAP BANCSHARES INC HOLD — 0.0% +0.0% 0.1 800 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.0% +0.0% 0.1 336 +0 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.0% -0.0% 0.1 108 -395 5 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% -0.0% 0.1 195 +1 5 —
☆IEFA funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 812 +0 5 —
☆ICSH funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,525 +0 5 —
☆ENR funds › ENERGIZER HLDGS INC HOLD — 0.0% +0.0% 0.1 3,592 +0 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.1 607 +2 4 +15.2%
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% -0.0% 0.1 181 -88 5 —
☆KVUE funds › KENVUE INC ADD — 0.0% +0.0% 0.1 3,897 +45 5 -38.4%
☆CUSIP:277432100 funds › EASTMAN CHEM CO HOLD — 0.0% -0.0% 0.1 1,100 +0 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 747 +3 4 +0.1%
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.1 672 +69 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.0% +0.0% 0.1 971 +0 5 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.0% -0.0% 0.1 172 +0 5 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% +0.0% 0.1 1,000 +0 5 —
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.1 522 +4 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.1 2,030 +30 4 -68.6%
☆IWP funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 460 +0 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.0% +0.0% 0.1 90 +0 5 —
☆POST funds › POST HLDGS INC HOLD — 0.0% -0.0% 0.1 716 +0 5 —
☆HUM funds › HUMANA INC HOLD — 0.0% +0.0% 0.1 153 +0 5 —
☆MDT funds › MEDTRONIC PLC HOLD — 0.0% -0.0% 0.1 775 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 197 +0 5 —
☆TYL funds › TYLER TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.1 204 +0 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 0.1 600 +100 2 +6.7%
☆AJG funds › GALLAGHER ARTHUR J & CO HOLD — 0.0% +0.0% 0.1 255 +0 5 —
☆CTVA funds › CORTEVA INC TRIM — 0.0% -0.0% 0.1 679 -20 5 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.0% -0.0% 0.1 300 +0 5 —
☆ASML funds › ASML HLDG NV HOLD — 0.0% +0.0% 0.1 28 +0 5 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% -0.0% 0.1 330 +0 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.1 535 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.0% +0.0% 0.1 55 +0 5 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% -0.0% 0.1 582 +0 5 —
☆FXR funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 575 +0 5 —
☆MBC funds › MASTERBRAND INC HOLD — 0.0% +0.0% 0.1 5,078 +0 5 —
☆VNLA funds › JANUS DETROIT STR TR HOLD — 0.0% -0.0% 0.1 1,050 +0 5 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L HOLD — 0.0% -0.0% 0.1 2,304 +0 5 +15.4%
☆FLO funds › FLOWERS FOODS INC HOLD — 0.0% -0.0% 0.1 6,362 +0 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 150 +0 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆PR funds › PERMIAN RESOURCES CORP HOLD — 0.0% -0.0% 0.0 2,568 +0 5 +25.7%
☆GALT funds › GALECTIN THERAPEUTICS INC HOLD — 0.0% +0.0% 0.0 10,000 +0 4 -25.7%
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 208 +0 5 +1.8%
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 986 +0 5 —
☆IVE funds › ISHARES TR ADD — 0.0% +0.0% 0.0 196 +1 5 -4.3%
☆FTXR funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 975 +0 5 —
☆CB funds › CHUBB LIMITED HOLD — 0.0% -0.0% 0.0 130 +0 5 —
☆VRP funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 1,800 +0 5 —
☆IJK funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 365 +0 5 —
☆STPZ funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.0 800 +0 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.0 265 -28 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 96 +86 5 —
☆SPSB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 1,325 +0 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC ADD — 0.0% +0.0% 0.0 1,150 +600 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 325 +285 5 —
☆TNL funds › TRAVEL PLUS LEISURE CO HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆ETR funds › ENTERGY CORP NEW HOLD — 0.0% -0.0% 0.0 330 +0 5 —
☆WH funds › WYNDHAM HOTELS & RESORTS INC HOLD — 0.0% -0.0% 0.0 448 +0 5 —
☆FXD funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 545 +0 5 —
☆ADAM funds › ADAMAS TRUST INC. HOLD — 0.0% +0.0% 0.0 4,000 +0 4 +46.1%
☆AFL funds › AFLAC INC HOLD Common Stock 0.0% +0.0% 0.0 315 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.0 617 +0 5 —
☆NMRK funds › NEWMARK GROUP INC HOLD — 0.0% -0.0% 0.0 2,424 +0 5 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN HOLD — 0.0% +0.0% 0.0 200 +0 4 -4.9%
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.0 121 +0 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC HOLD — 0.0% -0.0% 0.0 85 +0 5 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 607 +0 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW TRIM — 0.0% +0.0% 0.0 155 -8 5 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW HOLD — 0.0% +0.0% 0.0 3,600 +0 5 +17.8%
☆DXCM funds › DEXCOM INC HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.0% -0.0% 0.0 112 -155 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 897 +2 5 +1.5%
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.0 394 +2 5 —
☆EFV funds › ISHARES TR ADD — 0.0% -0.0% 0.0 411 +10 5 +6.3%
☆ADM funds › ARCHER DANIELS MIDLAND CO TRIM — 0.0% -0.0% 0.0 410 -9 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆DOW funds › DOW HLDGS INC HOLD — 0.0% -0.0% 0.0 1,100 +0 5 —
☆TPR funds › TAPESTRY INC TRIM — 0.0% -0.0% 0.0 204 -5 5 +19.4%
☆MLM funds › MARTIN MARIETTA MATLS INC HOLD — 0.0% -0.0% 0.0 51 +0 5 —
☆GTY funds › GETTY RLTY CORP NEW HOLD — 0.0% -0.0% 0.0 879 +0 5 —
☆OUNZ funds › VANECK MERK GOLD ETF HOLD — 0.0% -0.0% 0.0 749 +0 5 —
☆EWC funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.0 167 +167 1 -90.9%
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 828 +62 5 -2.0%
☆SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD — 0.0% +0.0% 0.0 313 +0 3 +50.0%
☆ADX funds › ADAMS DIVERSIFIED EQUITY FD HOLD — 0.0% +0.0% 0.0 1,057 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.0% +0.0% 0.0 315 +0 4 +4.3%
☆BLK funds › BLACKROCK INC ADD — 0.0% +0.0% 0.0 28 +8 5 —
☆EPC funds › EDGEWELL PERSONAL CARE CO HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆MS funds › MORGAN STANLEY HOLD — 0.0% +0.0% 0.0 127 +0 5 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.0 232 +0 5 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.0 100 +100 1 -49.9% re-entry
☆AME funds › AMETEK INC TRIM — 0.0% +0.0% 0.0 104 -3 5 —
☆SRPT funds › SAREPTA THERAPEUTICS INC HOLD — 0.0% -0.0% 0.0 1,400 +0 5 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆FISV funds › FISERV INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆EFG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 195 +2 5 -8.5%
☆SWKS funds › SKYWORKS SOLUTIONS INC HOLD — 0.0% +0.0% 0.0 351 +0 5 —
☆PYPL funds › PAYPAL HLDGS INC HOLD — 0.0% -0.0% 0.0 550 +0 5 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 183 +0 5 +3.7%
☆SPOT funds › SPOTIFY TECHNOLOGY S A HOLD — 0.0% -0.0% 0.0 50 +0 5 —
☆DJTWW funds › TRUMP MEDIA & TECHNOLOGY GRO HOLD — 0.0% -0.0% 0.0 7,100 +0 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% +0.0% 0.0 125 +120 5 -24.8%
☆HSBC funds › HSBC HLDGS PLC HOLD — 0.0% +0.0% 0.0 233 +0 5 +39.1%
☆EEFT funds › EURONET WORLDWIDE INC HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 0.0 56 -2 5 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.0% +0.0% 0.0 34 +18 2 +199.5%
☆HRB funds › BLOCK H & R INC HOLD — 0.0% +0.0% 0.0 570 +0 5 —
☆EXEL funds › EXELIXIS INC HOLD — 0.0% +0.0% 0.0 395 +0 5 -15.1%
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.0 207 +0 5 —
☆RL funds › RALPH LAUREN CORP TRIM — 0.0% +0.0% 0.0 51 -2 5 —
☆INCO funds › COLUMBIA ETF TR II HOLD — 0.0% +0.0% 0.0 330 +0 5 —
☆APA funds › APA CORPORATION HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆AYI funds › ACUITY INC HOLD — 0.0% +0.0% 0.0 51 +0 5 -0.7%
☆NVO funds › NOVO-NORDISK A S TRIM — 0.0% +0.0% 0.0 400 -88 5 —
☆GD funds › GENERAL DYNAMICS CORP NEW — 0.0% +0.0% 0.0 54 +54 1 +60.0%
☆UI funds › UBIQUITI INC TRIM — 0.0% -0.0% 0.0 36 -175 5 —
☆PLMR funds › PALOMAR HLDGS INC HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆Q funds › QNITY ELECTRONICS INC ADD — 0.0% +0.0% 0.0 113 +107 2 +32.5%
☆IWR funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 165 +0 2 -1.8%
☆SNEX funds › STONEX GROUP INC HOLD — 0.0% +0.0% 0.0 150 +0 5 +29.6%
☆FSLR funds › FIRST SOLAR INC TRIM — 0.0% +0.0% 0.0 75 -4 5 —
☆CNP funds › CENTERPOINT ENERGY INC HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆FTRE funds › FORTREA HLDGS INC HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆NKE funds › NIKE INC ADD — 0.0% -0.0% 0.0 412 +50 5 —
☆RPM funds › RPM INTL INC HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV HOLD — 0.0% +0.0% 0.0 200 +0 5 -9.8%
☆PGR funds › PROGRESSIVE CORP HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% -0.0% 0.0 213 +13 4 +8.8%
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 0.0 223 -746 5 —
☆BNY funds › BANK OF NY MELLON CORP HOLD — 0.0% +0.0% 0.0 110 +0 5 —
☆EME funds › EMCOR GROUP INC HOLD — 0.0% +0.0% 0.0 19 +0 5 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 0.0 514 +14 5 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.0 120 +0 5 -2.8%
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.0% -0.0% 0.0 104 -11 5 —
☆ITW funds › ILLINOIS TOOL WKS INC NEW — 0.0% +0.0% 0.0 55 +55 1 +69.5%
☆CNK funds › CINEMARK HLDGS INC HOLD — 0.0% +0.0% 0.0 452 +0 5 —
☆SHOP funds › SHOPIFY INC HOLD — 0.0% -0.0% 0.0 122 +0 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.0% +0.0% 0.0 35 +0 5 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.0 102 +102 1 -23.3%
☆BANC funds › BANC OF CALIFORNIA INC HOLD — 0.0% +0.0% 0.0 656 +0 5 —
☆TSCO funds › TRACTOR SUPPLY CO HOLD — 0.0% -0.0% 0.0 415 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 413 +0 2 -6.1%
☆LINE funds › LINEAGE INC HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆SSNC funds › SS&C TECH HLDGS HOLD — 0.0% -0.0% 0.0 207 +0 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.0 150 +125 5 —
☆CMS funds › CMS ENERGY CORP HOLD — 0.0% -0.0% 0.0 160 +0 5 —
☆RIG funds › TRANSOCEAN LTD HOLD — 0.0% -0.0% 0.0 2,500 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.0% -0.0% 0.0 287 -25 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.0 189 +0 5 —
☆ARES funds › ARES MANAGEMENT CORPORATION HOLD — 0.0% -0.0% 0.0 107 +0 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.0 30 +0 5 —
☆ULTA funds › ULTA BEAUTY INC TRIM — 0.0% -0.0% 0.0 25 -3 5 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.0% +0.0% 0.0 225 +0 5 —
☆SHAK funds › SHAKE SHACK INC HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆TXT funds › TEXTRON INC HOLD — 0.0% -0.0% 0.0 120 +0 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% +0.0% 0.0 65 +64 5 —
☆PHM funds › PULTE GROUP INC TRIM — 0.0% +0.0% 0.0 79 -5 5 -5.0%
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆BWIN funds › THE BALDWIN INSURANCE GRP IN HOLD — 0.0% +0.0% 0.0 392 +0 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.0 706 +6 4 +9.5%
☆CUSIP:35473P736 funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.0% -0.0% 0.0 255 +0 5 —
☆BRBR funds › BELLRING BRANDS INC TRIM — 0.0% -0.0% 0.0 699 -209 5 —
☆MNKD funds › MANNKIND CORP HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% -0.0% 0.0 345 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.0 145 +0 5 —
☆GWW funds › WW GRAINGER INC HOLD — 0.0% +0.0% 0.0 6 +0 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 133 +0 5 —
☆NNE funds › NANO NUCLEAR ENERGY INC HOLD — 0.0% -0.0% 0.0 375 +0 2 -71.6%
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.0% +0.0% 0.0 23 +0 5 —
☆CME funds › CME GROUP INC HOLD — 0.0% -0.0% 0.0 35 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC HOLD — 0.0% +0.0% 0.0 71 +0 5 —
☆INOD funds › INNODATA INC TRIM — 0.0% -0.0% 0.0 100 -100 2 +93.3%
☆MRNA funds › MODERNA INC HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% -0.0% 0.0 42 +0 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC NEW — 0.0% +0.0% 0.0 21 +21 1 -11.7%
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.0% +0.0% 0.0 106 +0 5 —
☆CPRT funds › COPART INC HOLD — 0.0% -0.0% 0.0 231 +0 5 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% -0.0% 0.0 2 +0 5 —
☆ROST funds › ROSS STORES INC NEW — 0.0% +0.0% 0.0 30 +30 1 +64.0%
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.0% -0.0% 0.0 125 +0 4 -68.5%
☆KEMX funds › KRANESHARES TRUST HOLD — 0.0% +0.0% 0.0 121 +0 5 +29.1%
☆RDDT funds › REDDIT INC HOLD — 0.0% +0.0% 0.0 35 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.0% +0.0% 0.0 19 +10 2 -41.1%
☆IUSV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 53 +0 4 -1.7%
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.0% -0.0% 0.0 10 -47 2 +541.8%
☆INTU funds › INTUIT HOLD — 0.0% -0.0% 0.0 22 +0 5 —
☆VLUE funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 28 +0 3 +66.2%
☆TEL funds › TE CONNECTIVITY PLC HOLD — 0.0% -0.0% 0.0 26 +0 5 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.0 24 +0 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET HOLD — 0.0% -0.0% 0.0 197 +0 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 0.0 10 -1 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.0 19 +0 2 +197.9%
☆EQT funds › EQT CORP HOLD — 0.0% -0.0% 0.0 89 +0 5 —
☆FETH funds › FIDELITY ETHEREUM FD HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% -0.0% 0.0 50 -23 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.0 17 +0 2 +182.4% re-entry
☆ESML funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 79 +0 2 +0.9%
☆WAB funds › WABTEC TRIM — 0.0% -0.0% 0.0 16 -3 5 —
☆PENN funds › PENN ENTERTAINMENT INC HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆SOFI funds › SOFI TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 222 +25 2 -44.0%
☆RBLX funds › ROBLOX CORP HOLD — 0.0% -0.0% 0.0 70 +0 5 —
☆SOC funds › SABLE OFFSHORE CORP HOLD — 0.0% -0.0% 0.0 1,200 +0 3 -31.3%
☆CMI funds › CUMMINS INC HOLD — 0.0% +0.0% 0.0 5 +0 2 -17.4%
☆IXUS funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 36 +0 2 -15.7%
☆FLEX funds › FLEX LTD HOLD — 0.0% +0.0% 0.0 21 +0 5 —
☆EMBC funds › EMBECTA CORP HOLD — 0.0% -0.0% 0.0 1,040 +0 5 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 0.0 10 +0 5 —
☆EQIX funds › EQUINIX INC HOLD — 0.0% +0.0% 0.0 3 +0 5 —
☆QUAL funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 14 +0 3 +0.9%
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.0 16 +0 2 +58.0%
☆FRVO funds › FERVO ENERGY CO NEW — 0.0% +0.0% 0.0 100 +100 1 -118.1%
☆ROP funds › ROPER TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 8 +0 5 —
☆CCB funds › COASTAL FINL CORP WA HOLD — 0.0% -0.0% 0.0 33 +0 3 -84.1%
☆CIEN funds › CIENA CORP HOLD — 0.0% +0.0% 0.0 5 +0 2 +73.3%
☆AMH funds › AMERICAN HOMES 4 RENT HOLD — 0.0% +0.0% 0.0 73 +0 5 —
☆ALAB funds › ASTERA LABS INC HOLD — 0.0% +0.0% 0.0 5 +0 2 +578.9%
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.0% +0.0% 0.0 3 +0 3 +61.5%
☆UL funds › UNILEVER PLC HOLD — 0.0% -0.0% 0.0 37 +0 3 -30.5%
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.0 8 +0 5 —
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 42 +42 1 -19.7%
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.0% +0.0% 0.0 20 +0 5 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.0 46 +0 5 —
☆ACM funds › AECOM HOLD — 0.0% -0.0% 0.0 28 +0 5 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 0.0 9 -115 5 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.0 30 +0 3 +19.9%
☆ADSK funds › AUTODESK INC HOLD — 0.0% -0.0% 0.0 9 +0 5 —
☆TKR funds › TIMKEN CO HOLD — 0.0% +0.0% 0.0 12 +0 5 —
☆TLH funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 17 +0 2 -41.6%
☆SCI funds › SERVICE CORP INTL HOLD — 0.0% -0.0% 0.0 18 +0 5 —
☆TDG funds › TRANSDIGM GROUP INC HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆SLQT funds › SELECTQUOTE INC HOLD — 0.0% +0.0% 0.0 1,500 +0 5 —
☆ONON funds › ON HLDG AG ADD — 0.0% +0.0% 0.0 35 +5 5 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.0% -0.0% 0.0 7 +0 5 —
☆BE funds › BLOOM ENERGY CORP NEW — 0.0% +0.0% 0.0 4 +4 1 -63.0%
☆SHEL funds › SHELL PLC HOLD — 0.0% -0.0% 0.0 15 +0 5 —
☆BHF funds › BRIGHTHOUSE FINL INC HOLD — 0.0% -0.0% 0.0 18 +0 5 —
☆BIIB funds › BIOGEN INC TRIM — 0.0% -0.0% 0.0 5 -7 5 —
☆PJT funds › PJT PARTNERS INC HOLD — 0.0% +0.0% 0.0 7 +0 3 -10.3%
☆SCHZ funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 43 +43 1 -21.9%
☆AGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 10 +0 2 -34.7%
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 5 +5 1 -18.3%
☆USMV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 10 +10 1 +1.5% re-entry
☆SYK funds › STRYKER CORPORATION HOLD — 0.0% -0.0% 0.0 3 +0 5 —
☆NIO funds › NIO INC TRIM — 0.0% -0.0% 0.0 175 -15 5 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC HOLD — 0.0% +0.0% 0.0 5 +0 5 —
☆IR funds › INGERSOLL RAND INC HOLD — 0.0% -0.0% 0.0 10 +0 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.0 19 +0 5 —
☆ODD funds › ODDITY TECH LTD HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.0 5 +5 1 -29.5%
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW — 0.0% +0.0% 0.0 3 +3 1 -15.8%
☆GRWG funds › GROWGENERATION CORP HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆ITA funds › ISHARES TR NEW — 0.0% +0.0% 0.0 3 +3 1 +54.7%
☆STZ funds › CONSTELLATION BRANDS INC HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆XLE funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 11 +11 1 -11.5%
☆LULU funds › LULULEMON ATHLETICA INC HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 10 +0 5 —
☆VSNT funds › VERSANT MEDIA GROUP INC HOLD — 0.0% -0.0% 0.0 12 +0 2 +55.9%
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆IGV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 4 +4 1 +36.3%
☆PGX funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 30 +30 1 -32.3%
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 5 -52 5 —
☆LUV funds › SOUTHWEST AIRLS CO HOLD — 0.0% +0.0% 0.0 5 +0 5 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.0% +0.0% 0.0 2 +0 5 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.0 3 +3 1 +81.3%
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 1 +0 2 +1.9%
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆DDD funds › 3D SYS CORP DEL HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆MICC funds › MAGNUM ICE CREAM CO NV HOLD — 0.0% +0.0% 0.0 8 +0 3 +22.2%
☆AIG funds › AMERICAN INTL GROUP INC NEW — 0.0% +0.0% 0.0 2 +2 1 -30.5%
☆AZIO funds › ENVIROTECH VEHICLES INC HOLD — 0.0% -0.0% 0.0 65 +0 4 -39.7%
☆SONY funds › SONY GROUP CORP NEW — 0.0% +0.0% 0.0 5 +5 1 +7.9%
☆LQDA funds › LIQUIDIA CORPORATION NEW — 0.0% +0.0% 0.0 1 +1 1 +179.2%
☆ARTY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1 +1 1 +87.3%
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 0 +0 4 +33.7%
☆CUSIP:674599162 funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 1 +0 5 —
☆INO funds › INOVIO PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.0 18 +0 5 —
☆PRG funds › PROG HOLDINGS INC HOLD — 0.0% +0.0% 0.0 0 +0 4 +8.0%
☆TRIB funds › TRINITY BIOTECH INVT LTD HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆WKHS funds › WORKHORSE GROUP INC HOLD — 0.0% -0.0% 0.0 1 +0 3 -89.2%
☆CGC funds › CANOPY GROWTH CORPORATION HOLD — 0.0% -0.0% 0.0 1 +0 5 —
☆GFL funds › GFL ENVIRONMENTAL INC EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆VRT funds › VERTIV HOLDINGS CO EXIT — 0.0% -0.0% 0.0 0 -6 0 +247.5%
☆ESLT funds › ELBIT SYS LTD EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆HPK funds › HIGHPEAK ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆XLB funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -52 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 1,875 495 0.06 33% 0.021 0.594 — in
2026Q1 1,772 531 0.06 32% 0.020 0.597 — in
2025Q4 1,760 488 0.04 33% 0.021 0.587 — in
2025Q3 1,702 489 0.05 33% 0.021 0.585 — in
2025Q2 1,600 514 0.18 33% 0.022 0.345 — entered
2025Q1 1,442 441 0.00 30% 0.019 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