Fund Universe

EARNEST PARTNERS LLC

CIK 0001102578 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.774
AUM ($M)
27,728
Positions
304
Turnover
0.10
Top-10 wt
17%
Herfindahl
0.008
History (qtrs)
6
Excess Return
+11.2%

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Holdings · 311 positions · portfolio value $27,728M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MOGA funds › MOOG INC TRIM 2.7% +0.4% 742.6 1,752,132 -103,185 5
FORM funds › FORMFACTOR INC TRIM 2.2% +0.2% 601.9 3,763,214 -1,111,951 5
WWD funds › WOODWARD INC TRIM 1.7% -0.2% 481.2 1,131,156 -160,092 5
RGA funds › REINSURANCE GROUP AMER INC TRIM 1.7% -0.2% 471.9 2,219,193 -47,468 5
HXL funds › HEXCEL CORP NEW TRIM 1.7% +0.1% 458.7 4,584,594 -120,150 5
FCFS funds › FIRSTCASH HOLDINGS INC TRIM 1.6% -0.0% 455.7 2,106,406 -55,527 5
GATX funds › GATX CORP TRIM 1.6% -0.2% 453.0 2,556,697 -58,534 5
R funds › RYDER SYS INC TRIM 1.4% +0.1% 390.2 1,479,457 -39,982 5
AROC funds › ARCHROCK INC TRIM 1.4% -0.0% 388.4 9,541,483 -224,796 5
CBRE funds › CBRE GROUP INC TRIM 1.4% -0.2% 387.4 2,876,492 -45,061 5
SNA funds › SNAP ON INC TRIM 1.3% -0.1% 365.4 908,103 -14,288 5
AEIS funds › ADVANCED ENERGY INDS TRIM 1.3% -0.3% 355.8 954,262 -272,225 5
RJF funds › RAYMOND JAMES FINL INC TRIM 1.2% -0.1% 335.0 2,203,294 -19,305 5
ENTG funds › ENTEGRIS INC TRIM 1.2% +0.3% 334.3 1,858,657 -31,991 5
CBT funds › CABOT CORP ADD 1.1% +0.1% 303.9 3,345,689 +187,072 5
ARW funds › ARROW ELECTRS INC TRIM 1.1% +0.2% 294.5 1,380,012 -27,491 5
HLI funds › HOULIHAN LOKEY INC TRIM 1.1% -0.3% 291.4 2,172,720 -56,264 5
DRI funds › DARDEN RESTAURANTS INC TRIM 1.0% -0.1% 281.0 1,364,023 -23,378 5
DHI funds › D R HORTON INC TRIM 1.0% +0.0% 267.9 1,644,845 -28,354 5
FLEX funds › FLEX LTD TRIM 1.0% +0.2% 264.4 1,631,294 -997,802 5
TDY funds › TELEDYNE TECHNOLOGIES INC TRIM 0.9% -0.1% 255.1 382,444 -6,891 5
CRL funds › CHARLES RIV LABS INTL INC ADD 0.9% +0.2% 254.0 1,120,011 +148,645 5
SF funds › STIFEL FINL CORP TRIM 0.9% -0.2% 251.8 3,608,530 -81,584 5
FLS funds › FLOWSERVE CORP ADD 0.9% +0.1% 251.8 3,394,740 +667,269 5
SMG funds › SCOTTS MIRACLE-GRO CO ADD 0.9% +0.0% 247.3 3,630,876 +231,228 5
AMKR funds › AMKOR TECHNOLOGY INC TRIM 0.9% +0.2% 246.0 2,852,492 -579,351 5
BWA funds › BORGWARNER INC TRIM 0.9% +0.0% 245.8 3,702,143 -76,526 5
SNPS funds › SYNOPSYS INC TRIM 0.9% -0.0% 242.7 544,093 -4,647 5
AKAM funds › AKAMAI TECHNOLOGIES INC TRIM 0.9% -0.1% 241.6 2,043,878 -36,428 5
EME funds › EMCOR GROUP INC TRIM 0.8% -0.0% 227.5 274,102 -4,649 3 +28.6%
CNC funds › CENTENE CORP DEL TRIM 0.8% +0.3% 227.0 3,536,856 -50,612 5
HII funds › HUNTINGTON INGALLS INDS INC TRIM 0.8% -0.5% 224.7 802,680 -11,661 5
DAR funds › DARLING INGREDIENTS INC TRIM 0.8% -0.3% 222.6 4,076,107 -119,972 5
RSG funds › REPUBLIC SVCS INC TRIM 0.8% -0.2% 222.4 1,043,834 -18,941 5
WTFC funds › WINTRUST FINL CORP TRIM 0.8% -0.0% 220.9 1,374,559 -26,075 5
CUSIP:920253101 funds › VALMONT INDS INC TRIM 0.8% +0.2% 220.5 381,692 -6,997 5
MIDD funds › MIDDLEBY CORP TRIM 0.8% +0.1% 218.9 1,272,385 -19,847 5
ON funds › ON SEMICONDUCTOR CORP TRIM 0.8% +0.2% 218.7 2,312,969 -49,187 5
ICLR funds › ICON PUB LTD CO ADD 0.8% +0.4% 215.9 1,242,639 +356,849 5
EWBC funds › EAST WEST BANCORP INC TRIM 0.8% +0.0% 209.9 1,626,223 -29,934 5
ENS funds › ENERSYS TRIM 0.8% +0.1% 209.7 896,981 -48,584 5
CIB funds › GRUPO CIBEST SA ADD 0.8% -0.0% 208.4 2,623,309 +10,103 5 +76.6%
MDU funds › MDU RES GROUP INC TRIM 0.7% -0.1% 206.3 9,726,856 -155,024 4 +7.2%
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.7% +0.1% 205.6 148,707 -3,064 5
WEC funds › WEC ENERGY GROUP INC TRIM 0.7% -0.1% 198.7 1,701,405 -31,907 5
ALB funds › ALBEMARLE CORP TRIM 0.7% -0.5% 193.4 1,431,928 -169,104 5
AMAT funds › APPLIED MATLS INC TRIM 0.7% +0.3% 192.9 266,853 -12,718 5
BOX funds › BOX INC TRIM 0.7% -0.0% 189.0 7,119,498 -185,760 5
PLXS funds › PLEXUS CORP TRIM 0.7% +0.1% 188.9 628,196 -24,242 5
CRUS funds › CIRRUS LOGIC INC TRIM 0.7% -0.1% 188.2 1,267,316 -32,472 5
UBSI funds › UNITED BANKSHARES INC WEST V TRIM 0.7% -0.0% 182.0 3,970,649 -163,854 5
AIN funds › ALBANY INTL CORP TRIM 0.7% +0.1% 180.6 2,424,440 -82,696 5
AIR funds › AAR CORP TRIM Common Stock 0.6% +0.1% 179.0 1,252,035 -53,035 5
QGEN funds › QIAGEN NV ADD 0.6% +0.0% 178.8 4,573,455 +704,966 2 -53.0%
UMBF funds › UMB FINL CORP TRIM 0.6% +0.0% 177.4 1,242,430 -35,459 5
SANM funds › SANMINA CORP TRIM 0.6% +0.2% 177.1 699,656 -155,966 5
CF funds › CF INDUSTRIES HOLD TRIM 0.6% -0.5% 175.4 1,620,100 -565,360 5
CMI funds › CUMMINS INC TRIM 0.6% +0.1% 175.2 245,690 -14,840 5
MAS funds › MASCO CORP TRIM 0.6% +0.1% 174.9 2,149,015 -30,424 5
BIO funds › BIO RAD LABS INC TRIM 0.6% -0.1% 170.5 580,752 -7,979 5
BXP funds › BXP INC TRIM 0.6% +0.1% 167.8 2,530,668 -22,165 5
WBS funds › WEBSTER FINL CORP TRIM 0.6% -0.0% 167.4 2,190,607 -41,954 5
RNR funds › RENAISSANCERE HLDGS LTD TRIM 0.6% -0.1% 165.4 521,980 -7,924 5
TKR funds › TIMKEN CO TRIM 0.6% +0.1% 165.0 1,135,223 -33,361 5
BHE funds › BENCHMARK ELECTRS INC TRIM 0.6% +0.2% 161.9 1,640,669 -62,889 3 +119.9%
CUSIP:277432100 funds › EASTMAN CHEM CO TRIM 0.6% -0.2% 160.9 2,402,860 -43,374 5
CDP funds › COPT DEFENSE PROPERTIES TRIM 0.6% +0.0% 160.9 4,420,946 -102,795 5
CAKE funds › CHEESECAKE FACTORY INC TRIM 0.6% +0.1% 160.1 2,012,694 -75,924 5
LFUS funds › LITTELFUSE INC TRIM 0.6% +0.1% 160.0 351,359 -17,104 5
SON funds › SONOCO PRODS CO ADD 0.6% -0.0% 159.4 2,829,098 +242,710 5
SQM funds › SOCIEDAD QUIMICA Y MINERA DE ADD 0.6% -0.1% 155.8 2,104,577 +14,600 5
CCL funds › CARNIVAL CORP LTD NEW 0.6% +0.6% 155.1 5,427,972 +5,427,972 1 +44.7%
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.6% +0.0% 154.9 442,602 -8,815 5
SARO funds › STANDARDAERO INC NEW 0.5% +0.5% 151.3 5,058,565 +5,058,565 1 +15.5%
CUSIP:78473E103 funds › SPX TECHNOLOGIES INC TRIM 0.5% +0.0% 148.8 607,048 -25,314 5
FELE funds › FRANKLIN ELEC INC ADD 0.5% +0.1% 143.9 1,342,185 +218,629 5
OII funds › OCEANEERING INTL INC TRIM 0.5% -0.0% 143.7 3,547,295 -137,018 5
NVS funds › NOVARTIS AG ADD 0.5% -0.1% 139.0 886,634 +1,344 5
RIO funds › RIO TINTO PLC ADD 0.5% -0.1% 137.2 1,445,246 +2,260 5
EQNR funds › EQUINOR ASA ADD 0.5% -0.3% 135.8 4,324,481 +54,738 5
CWST funds › CASELLA WASTE SYS INC ADD 0.5% +0.1% 135.7 1,399,698 +266,621 5
SBAC funds › SBA COMMUNICATIONS CORP TRIM 0.5% -0.1% 135.5 767,973 -16,129 5
CACI funds › CACI INTL INC ADD 0.5% -0.0% 133.9 288,978 +65,025 3 -4.6%
LH funds › LABCORP HOLDINGS INC ADD 0.5% +0.1% 133.4 476,506 +163,433 5
DGII funds › DIGI INTL INC TRIM 0.5% +0.1% 132.2 1,763,379 -37,330 5
IBN funds › ICICI BANK LIMITED ADD 0.5% -0.0% 130.8 4,504,348 +34,487 5
NSP funds › INSPERITY INC ADD 0.5% +0.2% 128.1 3,099,996 +1,033,524 5
STAG funds › STAG INDUSTRIAL INC TRIM 0.5% -0.1% 126.0 3,309,674 -98,999 5
ECG funds › EVERUS CONSTR GROUP TRIM 0.5% -0.0% 125.0 753,089 -208,094 5 +74.7%
AVT funds › AVNET INC TRIM 0.4% +0.1% 124.3 1,399,020 -30,929 5
AOS funds › SMITH A O CORP TRIM 0.4% -0.1% 123.7 1,971,613 -55,707 5
NXT funds › NEXTPOWER INC TRIM 0.4% -0.1% 122.3 1,026,538 -31,528 5
WEX funds › WEX INC TRIM 0.4% -0.1% 121.0 857,373 -25,632 5
PSN funds › PARSONS CORP DEL ADD 0.4% +0.0% 120.2 2,294,501 +514,151 5
SSB funds › SOUTHSTATE BK CORP TRIM 0.4% -0.0% 119.1 1,192,129 -43,854 4 -2.1%
PENN funds › PENN ENTERTAINMENT INC ADD 0.4% +0.3% 118.6 5,551,025 +2,723,817 5
TWLO funds › TWILIO INC TRIM 0.4% +0.1% 116.7 565,451 -11,118 3 +127.7%
UCB funds › UNITED CMNTY BKS BLAIRSVLE G TRIM 0.4% -0.0% 113.4 3,232,896 -124,179 5
TRMK funds › TRUSTMARK CORP TRIM 0.4% -0.0% 112.2 2,439,025 -93,577 5
MTH funds › MERITAGE HOMES CORP TRIM 0.4% +0.0% 108.7 1,296,501 -50,712 5
BPOP funds › POPULAR INC TRIM 0.4% +0.0% 107.8 656,320 -25,634 5
CTS funds › CTS CORP TRIM 0.4% +0.1% 107.7 1,651,926 -63,290 5
AVTR funds › AVANTOR INC ADD 0.4% +0.2% 106.4 10,748,525 +4,723,813 5 -23.8%
PZZA funds › PAPA JOHNS INTL INC ADD 0.4% +0.1% 106.3 2,890,502 +988,308 5
IQV funds › IQVIA HLDGS INC ADD 0.4% +0.0% 105.9 548,088 +13,441 5
DIOD funds › DIODES INC TRIM 0.4% +0.1% 105.6 964,595 -36,840 5
CHKP funds › CHECK POINT SOFTWARE TECH LT ADD 0.4% -0.1% 104.2 793,030 +11,358 5
BIDU funds › BAIDU INC ADD 0.4% -0.0% 103.6 906,681 +48,712 5
CSX funds › CSX CORP TRIM 0.4% -0.0% 103.2 2,170,967 -42,221 5
ROST funds › ROSS STORES INC TRIM 0.4% -0.1% 102.2 480,378 -9,018 5
AUB funds › ATLANTIC UN BANKSHARES CORP TRIM 0.4% -0.0% 100.3 2,369,515 -86,474 5 +11.1%
VRT funds › VERTIV HOLDINGS CO TRIM 0.4% +0.0% 98.3 293,606 -5,894 3 +91.1%
VNO funds › VORNADO RLTY TR TRIM 0.4% +0.1% 97.6 2,482,519 -13,672 5
EG funds › EVEREST GROUP LTD ADD 0.4% -0.0% 97.1 271,712 +3,617 5
FRME funds › FIRST MERCHANTS CORP TRIM 0.3% -0.0% 95.0 2,174,024 -81,566 5
ITGR funds › INTEGER HLDGS CORP TRIM 0.3% -0.0% 94.2 1,008,519 -32,629 5
MUR funds › MURPHY OIL CORP TRIM 0.3% -0.2% 93.6 2,876,215 -35,153 5
EFSC funds › ENTERPRISE FINL SVCS CORP TRIM 0.3% +0.0% 91.7 1,392,133 -53,400 5
HP funds › HELMERICH & PAYNE INC TRIM 0.3% -0.1% 90.0 2,749,682 -89,954 5
CUSIP:N3144W105 funds › EXPRO GROUP HOLDINGS NV TRIM 0.3% -0.1% 89.8 6,079,228 -241,993 5
RRX funds › REGAL REXNORD CORPORATION TRIM 0.3% +0.0% 88.6 372,117 -2,375 5 -5.4%
PEB funds › PEBBLEBROOK HOTEL TR TRIM 0.3% +0.1% 88.1 4,538,986 -113,728 5
WWW funds › WOLVERINE WORLD WIDE INC ADD 0.3% +0.1% 88.0 5,326,081 +1,805,317 5
OGS funds › ONE GAS INC TRIM 0.3% -0.1% 85.6 1,110,347 -42,781 5
DOV funds › DOVER CORP TRIM 0.3% -0.0% 85.3 380,365 -8,623 5
PBR funds › PETROLEO BRASILEIRO S A TRIM 0.3% -0.1% 84.5 5,226,166 -284 5
PFGC funds › PERFORMANCE FOOD GROUP CO TRIM 0.3% +0.0% 84.1 752,718 -5,655 5
CNMD funds › CONMED CORP TRIM 0.3% -0.1% 82.0 2,505,295 -64,358 5
NBN funds › NORTHEAST BK PORTLAND ME TRIM 0.3% -0.0% 81.6 615,748 -23,422 4 +12.9%
J funds › JACOBS SOLUTIONS INC ADD 0.3% +0.2% 80.1 635,975 +516,234 2 -17.5%
BBD funds › BANCO BRADESCO S A ADD 0.3% -0.1% 79.6 22,942,199 +186,282 5
AYI funds › ACUITY INC TRIM 0.3% +0.0% 79.5 211,164 -1,590 5
CHRW funds › C H ROBINSON WORLDWIDE IN TRIM 0.3% -0.0% 78.8 418,234 -8,152 4 +2.5%
TJX funds › TJX COS INC NEW TRIM 0.3% -0.1% 78.3 516,619 -11,771 5
TNET funds › TRINET GROUP INC TRIM 0.3% +0.0% 76.1 1,537,433 -65,734 5
SNDR funds › SCHNEIDER NATIONAL INC TRIM 0.3% +0.0% 74.2 2,032,381 -45,388 5
ATO funds › ATMOS ENERGY CORP ADD 0.3% -0.1% 74.0 429,513 +6,703 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.3% -0.1% 73.6 598,237 -10,577 5
EXP funds › EAGLE MATLS INC ADD 0.3% +0.1% 72.6 322,668 +75,232 3 -17.5%
SYY funds › SYSCO CORP ADD 0.3% +0.0% 71.5 855,739 +42,160 5
NOV funds › NOV INC TRIM 0.3% -0.0% 71.3 3,846,305 -53,071 5
PNFP funds › PINNACLE FINL PARTNERS INC ADD 0.2% +0.0% 69.1 684,636 +34,758 2 -2.8%
ST funds › SENSATA TECHNOLOGIES HLDG PL TRIM 0.2% +0.0% 69.0 1,444,442 -29,517 5
HDB funds › HDFC BANK LTD ADD 0.2% -0.0% 68.0 2,631,855 +68,674 5
WSBC funds › WESBANCO INC TRIM 0.2% -0.0% 66.3 1,699,832 -20,302 5
EGP funds › EASTGROUP PPTYS INC TRIM 0.2% -0.0% 66.3 327,473 -3,748 5
ASX funds › ASE TECHNOLOGY HLDG CO LTD TRIM 0.2% +0.1% 64.7 1,434,870 -292,574 5
PGR funds › PROGRESSIVE CORP TRIM 0.2% -0.0% 63.8 291,939 -5,723 5
FCPT funds › FOUR CORNERS PPTY TR INC TRIM 0.2% -0.0% 63.5 2,587,236 -44,647 5
COR funds › CENCORA INC TRIM 0.2% -0.1% 63.1 223,081 -4,473 5
ULTA funds › ULTA BEAUTY INC TRIM 0.2% -0.1% 63.0 139,586 -2,940 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.2% -0.0% 62.8 177,200 -3,473 5
PKG funds › PACKAGING CORP AMER TRIM 0.2% -0.0% 60.5 253,957 -5,018 5
DAKT funds › DAKTRONICS INC TRIM 0.2% -0.0% 60.3 3,080,587 -109,790 2 -77.3%
A funds › AGILENT TECHNOLOGIES INC TRIM 0.2% +0.0% 59.9 451,170 -7,654 5
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.2% -0.1% 59.7 339,881 -98,690 5
ATKR funds › ATKORE INC TRIM 0.2% +0.0% 58.7 772,294 -5,611 3 +44.2%
SWKS funds › SKYWORKS SOLUTIONS INC TRIM 0.2% +0.0% 58.5 863,160 -12,984 5
HMN funds › HORACE MANN EDUCATORS CORP N TRIM 0.2% +0.0% 58.0 1,122,824 -4,007 5
GPN funds › GLOBAL PMTS INC TRIM 0.2% -0.0% 52.5 723,080 -9,968 5
DVN funds › DEVON ENERGY CORP NEW NEW 0.2% +0.2% 50.5 1,221,427 +1,221,427 1 -50.4%
CASH funds › PATHWARD FINANCIAL INC TRIM 0.2% -0.0% 49.5 568,923 -4,589 2 -45.5%
SABR funds › SABRE CORP TRIM 0.2% +0.0% 49.5 23,696,407 -825,263 5
ARE funds › ALEXANDRIA REAL ESTATE EQ IN ADD 0.2% +0.1% 45.8 867,494 +314,926 5
BR funds › BROADRIDGE FINL SOLUTIONS IN ADD 0.2% -0.0% 43.8 320,022 +21,978 5
COLD funds › AMERICOLD REALTY TRUST INC TRIM 0.1% +0.0% 38.2 2,426,959 -35,630 5
SLB funds › SLB LIMITED TRIM 0.1% -0.0% 36.6 786,946 -18,080 5
CLB funds › CORE LABORATORIES INC TRIM 0.1% -0.1% 34.3 2,941,004 -114,992 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.1% +0.0% 33.2 69,554 -15,509 5
OKE funds › ONEOK INC NEW ADD 0.1% -0.0% 29.2 335,884 +27,321 5
BBWI funds › BATH & BODY WORKS INC TRIM 0.1% +0.0% 28.5 1,230,039 -1,331 5
LKQ funds › LKQ CORP TRIM 0.1% -0.0% 28.1 1,067,399 -28,477 5
RCL funds › ROYAL CARIBBEAN GROUP TRIM 0.1% -0.0% 25.4 80,033 -16,655 5
VIAV funds › VIAVI SOLUTIONS INC TRIM 0.1% -0.0% 23.9 500,935 -154,601 5
HUM funds › HUMANA INC ADD 0.1% +0.1% 23.1 58,192 +28,728 5
FBK funds › FB FINL CORP TRIM 0.1% -0.0% 15.9 287,941 -7,419 5
LXFR funds › LUXFER HLDGS PLC ADD 0.1% +0.0% 15.8 873,304 +80,705 5
OZK funds › BANK OZK LITTLE ROCK ARK TRIM 0.1% -0.0% 15.0 287,583 -475 5
ESS funds › ESSEX PPTY TR INC TRIM 0.0% +0.0% 13.6 46,578 -617 5
FDS funds › FACTSET RESH SYS INC ADD 0.0% +0.0% 13.5 58,865 +17,126 5
KE funds › KIMBALL ELECTRONICS INC TRIM 0.0% -0.0% 13.3 518,851 -16,900 5
TFIN funds › TRIUMPH FINANCIAL INC ADD 0.0% +0.0% 13.0 171,003 +16,704 5
TRN funds › TRINITY INDS INC TRIM 0.0% -0.0% 13.0 375,386 -9,035 5 -12.8%
ASTH funds › ASTRANA HEALTH INC ADD 0.0% +0.0% 12.0 258,991 +38,996 3 +120.7%
BHP funds › BHP BILLITON LIMITED ADD 0.0% +0.0% 11.1 132,787 +9,846 5
WSFS funds › WSFS FINL CORP TRIM 0.0% -0.0% 10.7 139,342 -5,420 5
HELE funds › HELEN OF TROY LTD ADD 0.0% +0.0% 9.8 338,312 +100,671 5
STBA funds › S & T BANCORP INC TRIM 0.0% -0.0% 9.6 195,312 -7,413 5
VXF funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 9.4 38,086 +23,577 5
GRC funds › GORMAN RUPP CO TRIM 0.0% +0.0% 9.3 101,792 -1,474 2 +18.0%
NICE funds › NICE LTD TRIM 0.0% -0.0% 9.3 102,200 -69,468 5
VVX funds › V2X INC ADD 0.0% +0.0% 9.1 121,561 +12,690 4 +12.9%
CNOB funds › CONNECTONE BANCORP INC TRIM 0.0% +0.0% 8.7 261,575 -10,218 5
JACK funds › JACK IN THE BOX INC ADD 0.0% +0.0% 8.7 552,367 +238,476 5
CUSIP:910340108 funds › UNITED FIRE GROUP INC TRIM 0.0% +0.0% 8.3 158,487 -6,362 5
OXM funds › OXFORD INDS INC ADD 0.0% -0.0% 7.9 226,739 +29,989 5
WIX funds › WIX COM LTD ADD 0.0% -0.0% 7.2 158,692 +13,556 4 -62.6%
WDS funds › WOODSIDE ENERGY GROUP LTD ADD 0.0% -0.0% 7.1 368,611 +28,203 5
ITUB funds › ITAU UNIBANCO HLDG S A TRIM 0.0% -0.0% 6.2 763,253 -13,932 5
XP funds › XP INC ADD 0.0% -0.0% 6.1 377,147 +5,319 5
GLW funds › CORNING INC TRIM 0.0% +0.0% 5.8 22,641 -3,148 5
CDRE funds › CADRE HLDGS INC ADD 0.0% +0.0% 5.6 197,505 +68,633 3 -48.2%
JPM funds › JPMORGAN CHASE & CO TRIM 0.0% -0.0% 5.1 15,429 -302 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.0% +0.0% 4.8 4,775 -101 5
ASLE funds › AERSALE CORPORATION ADD 0.0% -0.0% 4.8 760,877 +10,572 3 -30.2%
MS funds › MORGAN STANLEY TRIM 0.0% +0.0% 4.5 21,592 -464 5
EEM funds › ISHARES TR TRIM 0.0% -0.0% 4.5 65,651 -16,399 5
IWS funds › ISHARES TR TRIM 0.0% -0.0% 4.5 27,210 -34,396 5
AMD funds › ADVANCED MICRO DEVICES INC HOLD 0.0% +0.0% 3.9 6,656 +0 5
ASML funds › ASML HLDG NV TRIM 0.0% +0.0% 3.7 1,855 -31 5
TTGT funds › TECHTARGET INC ADD 0.0% +0.0% 3.5 962,168 +405,299 5
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 3.1 11,258 -244 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.0% -0.0% 3.0 9,552 -225 5
HNI funds › HNI CORP TRIM 0.0% -0.0% 3.0 73,049 -6,095 3 +18.2%
ERIC funds › TELEFONAKTIEBOLAGET LM ERICS TRIM 0.0% -0.0% 2.9 259,685 -2,553 5
HCKT funds › HACKETT GROUP INC TRIM 0.0% -0.0% 2.8 256,670 -10,249 5
INTU funds › INTUIT ADD 0.0% -0.0% 2.3 8,847 +813 5
NVDA funds › NVIDIA CORPORATION HOLD 0.0% +0.0% 2.3 11,476 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.0% -0.0% 2.2 16,347 -1,488 5
BCS funds › BARCLAYS PLC TRIM 0.0% +0.0% 2.2 80,317 -2,146 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.0% +0.0% 2.1 5,483 -46 5
AAPL funds › APPLE INC HOLD 0.0% -0.0% 2.0 6,918 +0 5
ABEV funds › AMBEV SA ADD 0.0% -0.0% 2.0 633,109 +35,585 5
HSBC funds › HSBC HLDGS PLC TRIM 0.0% -0.0% 1.9 20,449 -546 5
YUMC funds › YUM CHINA HLDGS INC ADD 0.0% -0.0% 1.9 47,458 +5,982 5
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 1.8 18,477 -385 5
WAT funds › WATERS CORP ADD 0.0% +0.0% 1.7 4,588 +588 2 +35.0%
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 1.7 8,804 -216 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 1.7 28,350 -450 3 -30.5%
BAC funds › BANK OF AMER CORP TRIM 0.0% +0.0% 1.7 29,827 -486 5
AMT funds › AMERICAN TOWER CORP TRIM 0.0% -0.0% 1.7 10,278 -132 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 1.7 7,420 -127 5
SNN funds › SMITH & NEPHEW PLC TRIM 0.0% -0.0% 1.6 55,344 -521 5
INTC funds › INTEL CORP TRIM 0.0% +0.0% 1.6 11,288 -302 5
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 1.5 15,933 -375 5
IWM funds › ISHARES TR TRIM 0.0% -0.0% 1.5 5,054 -6,890 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.0% -0.0% 1.5 11,872 -277 5
IWN funds › ISHARES TR TRIM 0.0% -0.0% 1.4 6,369 -548 5
IWR funds › ISHARES TR TRIM 0.0% -0.0% 1.4 12,242 -11,289 5
INFY funds › INFOSYS LTD HOLD 0.0% -0.0% 1.3 127,794 +0 5
CNI funds › CANADIAN NATL RY CO ADD 0.0% +0.0% 1.3 11,008 +2,317 5
PPG funds › PPG INDS INC TRIM 0.0% -0.0% 1.3 10,737 -214 5
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 1.3 16,623 -453 5
MSFT funds › MICROSOFT CORP HOLD 0.0% -0.0% 1.3 3,394 +0 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% +0.0% 1.2 3,005 -30 5
RELX funds › RELX PLC TRIM 0.0% -0.0% 1.2 39,233 -914 5
QSR funds › RESTAURANT BRANDS INTL INC TRIM 0.0% -0.0% 1.2 17,071 -516 5
AMZN funds › AMAZON COM INC HOLD 0.0% +0.0% 1.1 4,479 +0 5
GOOGL funds › ALPHABET INC HOLD 0.0% +0.0% 1.0 2,709 +0 5
VTI funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.9 2,534 +1,223 5
EFA funds › ISHARES TR HOLD 0.0% -0.0% 0.9 8,905 +0 5
IHG funds › INTERCONTINENTAL HOTELS GROU TRIM 0.0% +0.0% 0.9 5,127 -192 5
AVGO funds › BROADCOM INC HOLD 0.0% +0.0% 0.9 2,298 +0 5
SONY funds › SONY GROUP CORP TRIM 0.0% -0.0% 0.8 40,864 -1,089 5
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.8 4,216 +80 5
GOOG funds › ALPHABET INC HOLD 0.0% +0.0% 0.8 2,207 +0 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.8 5,135 -92 5
PHG funds › KONINKLIJKE PHILIPS N V HOLD 0.0% -0.0% 0.7 26,895 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.0% +0.0% 0.7 2,434 +65 5
TSLA funds › TESLA INC HOLD 0.0% -0.0% 0.6 1,494 +0 5
MGA funds › MAGNA INTL INC TRIM 0.0% +0.0% 0.6 9,177 -248 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 0.6 1,304 +85 3 +177.2%
META funds › META PLATFORMS INC HOLD 0.0% -0.0% 0.6 989 +0 5
HMC funds › HONDA MOTOR CO LTD TRIM 0.0% -0.0% 0.6 20,421 -560 5
ALNT funds › ALLIENT INC HOLD 0.0% +0.0% 0.5 5,250 +0 4 +135.4%
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.5 437 +437 1 +311.8%
LHX funds › L3HARRIS TECHNOLOGIES INC HOLD 0.0% -0.0% 0.5 1,710 +0 5
LLY funds › ELI LILLY & CO HOLD 0.0% +0.0% 0.5 399 +0 5
PUK funds › PRUDENTIAL PLC TRIM 0.0% -0.0% 0.5 17,397 -468 5
BA funds › BOEING CO TRIM 0.0% -0.0% 0.5 2,093 -23 5
UFPT funds › UFP TECHNOLOGIES INC HOLD 0.0% +0.0% 0.5 1,700 +0 5
AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.4 3,743 +85 5
TRV funds › TRAVELERS COMPANIES INC ADD 0.0% +0.0% 0.4 1,191 +36 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.4 743 +0 5
NSSC funds › NAPCO SEC TECHNOLOGIES INC HOLD 0.0% -0.0% 0.4 9,600 +0 5
CB funds › CHUBB LIMITED ADD 0.0% -0.0% 0.4 1,059 +22 5
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.4 736 +736 1 +177.6%
AX funds › AXOS FINANCIAL INC HOLD 0.0% +0.0% 0.4 3,600 +0 5
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.3 295 +16 2 +39.6%
NTRS funds › NORTHERN TR CORP ADD 0.0% +0.0% 0.3 1,976 +63 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.0% +0.0% 0.3 3,057 +44 5
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.0% 0.3 1,942 -223 4 +11.2%
CEG funds › CONSTELLATION ENERGY CORP ADD 0.0% -0.0% 0.3 1,283 +40 5
RCI funds › ROGERS COMMUNICATIONS INC TRIM 0.0% -0.0% 0.3 9,769 -261 5
V funds › VISA INC HOLD 0.0% -0.0% 0.3 876 +0 5
IJJ funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,013 +394 3 +7.8%
CAT funds › CATERPILLAR INC NEW 0.0% +0.0% 0.3 278 +278 1 -27.0%
SYF funds › SYNCHRONY FINANCIAL ADD 0.0% +0.0% 0.3 3,784 +131 5 +2.7%
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 0.3 1,446 +1,446 1 +250.7%
TGT funds › TARGET CORP HOLD 0.0% -0.0% 0.2 1,909 +0 2 +53.1% re-entry
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.2 580 +580 1 +78.2%
WMT funds › WALMART INC HOLD 0.0% -0.0% 0.2 2,093 +0 4 -6.1%
VO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 2,925 +2,925 1 +27.6%
MTZ funds › MASTEC INC NEW 0.0% +0.0% 0.2 563 +563 1 -90.1%
WLFC funds › WILLIS LEASE FIN CORP NEW 0.0% +0.0% 0.2 1,000 +1,000 1 -36.3%
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.2 608 +608 1 +163.2%
JNJ funds › JOHNSON & JOHNSON HOLD 0.0% -0.0% 0.2 888 +0 2 -14.0%
CSCO funds › CISCO SYS INC NEW 0.0% +0.0% 0.2 1,901 +1,901 1 -45.9%
ABBV funds › ABBVIE INC NEW 0.0% +0.0% 0.2 872 +872 1 +88.7% re-entry
MA funds › MASTERCARD INCORPORATED HOLD 0.0% -0.0% 0.2 420 +0 5
ATRO funds › ASTRONICS CORP NEW 0.0% +0.0% 0.2 2,648 +2,648 1 +353.0% re-entry
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.0% -0.0% 0.2 230 +0 2 -41.0% re-entry
EWT funds › ISHARES INC NEW 0.0% +0.0% 0.2 1,972 +1,972 1 +65.5%
EOG funds › EOG RES INC ADD 0.0% -0.0% 0.2 1,608 +75 2 +16.1%
NFLX funds › NETFLIX INC. EXIT 0.0% -0.0% 0.0 0 -2,240 0 -50.3%
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.3% 0.0 0 -1,776,682 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.0% 0.0 0 -7,003 0
CUSIP:143658300 funds › CARNIVAL CORP EXIT 0.0% -0.6% 0.0 0 -5,363,683 0
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -0.6% 0.0 0 -1,842,926 0
CUSIP:00912X302 funds › AIR LEASE CORP EXIT 0.0% -0.0% 0.0 0 -3,355 0
MCHI funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -3,754 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 27,728 304 0.10 17% 0.008 0.769 in
2026Q1 24,254 295 0.09 18% 0.009 0.789 in
2025Q4 23,335 299 0.09 18% 0.008 0.741 in
2025Q3 23,052 288 0.07 19% 0.009 0.775 in
2025Q2 22,184 292 0.07 18% 0.009 0.805 entered
2025Q1 20,885 288 0.00 19% 0.009 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