Fund Universe

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

CIK 0001127612 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.540
AUM ($M)
1,351
Positions
144
Turnover
0.25
Top-10 wt
70%
Herfindahl
0.056
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 158 positions · portfolio value $1,351M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VLUE funds › ISHARES TR ADD 8.7% +5.8% 117.6 588,750 +321,596 2
FRDM funds › EA SERIES TRUST TRIM 8.4% +0.8% 114.0 1,563,268 -259,948 3
SPYG funds › SPDR SERIES TRUST TRIM 7.6% +0.7% 102.0 857,497 -56,401 5
GDE funds › WISDOMTREE TR TRIM 7.4% -2.2% 100.1 1,638,956 -350,206 5
CHAT funds › TIDAL TRUST II TRIM 7.2% +2.5% 98.0 992,705 -4,621 4
HGER funds › HARBOR ETF TRUST NEW 7.2% +7.2% 97.3 3,317,519 +3,317,519 1
SAMT funds › ADVISORS INNER CIRCLE FD III TRIM 6.6% -2.3% 89.0 1,864,255 -1,067,714 3
TDIV funds › FIRST TR EXCHANGE TRADED FD ADD 5.9% +0.9% 79.9 695,257 +7,673 4
SLV funds › ISHARES SILVER TR TRIM 5.7% -4.5% 77.7 1,452,826 -502,966 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 5.6% +2.8% 75.5 249,211 +94,753 5
IAU funds › ISHARES GOLD TR TRIM 4.5% -5.6% 61.0 807,662 -682,621 5
CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM 4.2% -2.1% 56.2 1,141,359 -773,228 4
AIS funds › TIDAL TRUST III NEW 2.1% +2.1% 28.9 338,658 +338,658 1
SIL funds › GLOBAL X FDS TRIM 1.6% -0.7% 21.5 278,004 -49,386 4
SILJ funds › AMPLIFY ETF TR ADD 1.4% -0.1% 18.7 720,882 +72,217 3
GDX funds › VANECK ETF TRUST TRIM 1.1% -1.1% 15.5 205,108 -105,610 4
GDXJ funds › VANECK ETF TRUST TRIM 0.8% -0.6% 11.1 112,635 -37,466 3
GLTR funds › ABRDN PRECIOUS METALS BASKET ADD 0.8% -0.1% 10.3 56,682 +2,856 2
LRCX funds › LAM RESEARCH CORP TRIM 0.6% +0.1% 8.6 19,851 -10,745 5
NVDA funds › NVIDIA CORPORATION ADD 0.6% +0.1% 7.6 37,909 +2,155 5
GOOG funds › ALPHABET INC TRIM 0.4% -0.0% 5.5 15,549 -4,109 5
SIXA funds › EXCHANGE TRADED CONCEPTS TRU TRIM 0.4% +0.0% 5.4 96,534 -85 5
CAT funds › CATERPILLAR INC TRIM 0.3% +0.1% 4.4 4,152 -248 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 4.3 31,500 +598 5
SO funds › SOUTHERN CO ADD 0.3% -0.0% 4.1 42,960 +758 5
CSCO funds › CISCO SYS INC TRIM 0.3% +0.1% 4.0 34,028 -862 5
GLD funds › SPDR GOLD TR TRIM 0.3% -1.0% 3.9 10,638 -28,404 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% +0.0% 3.8 11,642 +36 5
IWB funds › ISHARES TR TRIM 0.3% +0.0% 3.6 8,870 -136 5
AAPL funds › APPLE INC ADD 0.3% +0.0% 3.6 12,413 +287 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.3% +0.2% 3.5 7,386 +6,138 4
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.3% +0.1% 3.5 21,528 -703 5
MCK funds › MCKESSON CORP TRIM 0.2% -0.1% 3.3 4,308 -160 5
AMZN funds › AMAZON COM INC ADD 0.2% +0.0% 3.1 12,930 +80 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.2% +0.0% 3.1 3,037 +50 5
TDG funds › TRANSDIGM GROUP INC TRIM 0.2% +0.0% 3.0 2,241 -144 5
ASX funds › ASE TECHNOLOGY HLDG CO LTD TRIM 0.2% +0.1% 2.8 61,659 -1,466 2
AMLP funds › ALPS ETF TR ADD ETP 0.2% -0.0% 2.8 53,529 +500 5
MSFT funds › MICROSOFT CORP ADD 0.2% +0.0% 2.6 7,087 +1,107 5
PM funds › PHILIP MORRIS INTL INC ADD 0.2% +0.0% 2.6 14,290 +91 5
EMEQ funds › NOMURA ETF TR ADD 0.2% +0.1% 2.5 33,691 +2,513 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 2.4 8,683 +491 5
TXN funds › TEXAS INSTRS INC TRIM 0.2% +0.1% 2.4 8,101 -146 5
APH funds › AMPHENOL CORP NEW 0.2% +0.2% 2.3 13,157 +13,157 1
WAR funds › ETF SER SOLUTIONS NEW 0.2% +0.2% 2.2 64,562 +64,562 1
V funds › VISA INC TRIM 0.2% +0.0% 2.2 6,395 -257 5
OKE funds › ONEOK INC NEW ADD 0.2% -0.0% 2.2 25,023 +63 5
AEG funds › AEGON LTD ADD 0.2% +0.0% 2.0 240,295 +2,750 4
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% +0.0% 2.0 22,097 -56 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.0% 2.0 8,862 -408 5
ARCC funds › ARES CAPITAL CORP ADD 0.1% +0.0% 1.9 104,633 +2,323 5
LLY funds › ELI LILLY & CO TRIM 0.1% +0.0% 1.9 1,557 -61 5
AMGN funds › AMGEN INC ADD 0.1% +0.0% 1.9 5,131 +90 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.1% +0.0% 1.8 13,493 +127 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.1% +0.0% 1.8 12,245 -282 5
SW funds › SMURFIT WESTROCK PLC ADD 0.1% +0.0% 1.7 35,806 +1,047 5
ABEQ funds › UNIFIED SER TR TRIM 0.1% -0.1% 1.6 43,464 -31,042 5
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 1.6 19,352 -1,221 5
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.6 2,296 +32 2
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.1% -0.0% 1.5 6,054 -220 5
MO funds › ALTRIA GROUP INC TRIM 0.1% -0.0% 1.5 20,586 -1,089 5
CPA funds › COPA HOLDINGS SA ADD 0.1% +0.0% 1.4 9,253 +104 2
RZG funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 1.4 19,654 +0 2
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 1.4 2,405 -133 5
KO funds › COCA COLA CO ADD 0.1% +0.0% 1.3 16,597 +31 5
FEZ funds › SPDR INDEX SHS FDS TRIM 0.1% -0.2% 1.3 19,310 -50,921 5
CVS funds › CVS HEALTH CORP ADD 0.1% +0.0% 1.3 12,817 +141 2
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.1% -0.0% 1.3 14,375 -419 5
VALE funds › VALE S A ADD 0.1% -0.0% 1.3 84,417 +159 2
VICI funds › VICI PPTYS INC ADD 0.1% -0.0% 1.3 47,214 +388 4
EFA funds › ISHARES TR ADD 0.1% +0.0% 1.2 11,260 +206 5
MUB funds › ISHARES TR ADD 0.1% +0.0% 1.2 10,697 +1,354 2
XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% +0.0% 1.1 6,359 -291 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.0% 1.0 6,645 -369 5
DXJ funds › WISDOMTREE TR HOLD 0.1% +0.0% 1.0 5,849 +0 5
NFLX funds › NETFLIX INC. TRIM 0.1% -0.0% 1.0 13,784 -557 5
AMAT funds › APPLIED MATLS INC TRIM 0.1% +0.0% 1.0 1,361 -69 5
USTB funds › VICTORY PORTFOLIOS II ADD 0.1% -0.0% 0.9 18,488 +8 5
GM funds › GENERAL MTRS CO TRIM 0.1% -0.0% 0.8 10,237 -398 5
F funds › FORD MTR CO TRIM 0.1% +0.0% 0.8 56,116 -2,224 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.1% -0.0% 0.8 6,681 -116 5
CPER funds › UNITED STS COMMODITY INDEX F TRIM 0.1% +0.0% 0.7 19,158 -51 2
JPIB funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.7 14,824 +959 5
SGOV funds › ISHARES TR ADD 0.1% +0.0% 0.7 7,053 +3,206 2
AVGO funds › BROADCOM INC ADD 0.1% +0.0% 0.7 1,795 +309 4
VRIG funds › INVESCO ACTIVELY MANAGED EXC ADD 0.0% +0.0% 0.7 26,332 +9,520 5
AGIX funds › KRANESHARES TRUST HOLD 0.0% +0.0% 0.6 13,720 +0 4
PCY funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.6 28,783 +0 3
COPX funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.6 8,007 -3 2
DAL funds › DELTA AIR LINES INC TRIM 0.0% +0.0% 0.6 6,530 -13 5
DIAL funds › COLUMBIA ETF TR I ADD 0.0% -0.0% 0.6 32,919 +10 4
ATO funds › ATMOS ENERGY CORP HOLD 0.0% -0.0% 0.6 3,457 +0 5
MPWR funds › MONOLITHIC PWR SYS INC TRIM 0.0% +0.0% 0.6 427 -16 5
IWM funds › ISHARES TR ADD 0.0% +0.0% 0.6 1,897 +153 5
PSLV funds › SPROTT ASSET MANAGEMENT LP HOLD 0.0% -0.0% 0.6 29,709 +0 5
D funds › DOMINION ENERGY INC HOLD 0.0% +0.0% 0.5 7,959 +0 5
GTO funds › INVESCO ACTIVELY MANAGED EXC ADD 0.0% -0.0% 0.5 11,490 +18 5
EEM funds › ISHARES TR HOLD 0.0% +0.0% 0.5 7,145 +0 2
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 0.5 16,411 -593 5
JQUA funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% +0.0% 0.5 6,296 +0 2
MRK funds › MERCK & CO INC ADD 0.0% +0.0% 0.4 3,434 +20 5
SOFI funds › SOFI TECHNOLOGIES INC TRIM 0.0% +0.0% 0.4 22,961 -684 5
QQQ funds › INVESCO QQQ TR TRIM 0.0% +0.0% 0.4 550 -28 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.0% +0.0% 0.4 541 +62 5
PIZ funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% +0.0% 0.4 6,507 -51 5
IVLU funds › ISHARES TR HOLD 0.0% +0.0% 0.4 8,673 +0 2
FSLR funds › FIRST SOLAR INC TRIM 0.0% +0.0% 0.4 1,504 -63 5
ORCL funds › ORACLE CORP ADD 0.0% +0.0% 0.4 2,397 +106 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.3 678 +2 5
KKR funds › KKR & CO INC TRIM 0.0% -0.0% 0.3 3,735 -133 5
CUSIP:46137Y401 funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.3 2,793 +0 2
GOOGL funds › ALPHABET INC TRIM 0.0% +0.0% 0.3 956 -119 2
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.3 787 +787 1
KMI funds › KINDER MORGAN INC DEL HOLD 0.0% -0.0% 0.3 10,468 +0 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 0.3 9,174 -520 5
WCN funds › WASTE CONNECTIONS INC TRIM 0.0% -0.0% 0.3 1,982 -86 5
ABBV funds › ABBVIE INC ADD 0.0% +0.0% 0.3 1,299 +15 5
TSLA funds › TESLA INC NEW 0.0% +0.0% 0.3 759 +759 1
RPV funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.3 2,729 +0 2
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.0% -0.0% 0.3 7,681 +0 5
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 0.3 1,699 +1,699 1
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.3 240 +240 1
ILCG funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,325 +0 5
SFM funds › SPROUTS FMRS MKT INC TRIM 0.0% +0.0% 0.3 3,185 -135 4
EFG funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,100 +150 2
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.3 443 +443 1
GVIP funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.3 1,360 +1,360 1
FPX funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.3 1,242 +1,242 1
VTV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.3 1,166 +1,166 1
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.3 677 +677 1
APP funds › APPLOVIN CORP NEW 0.0% +0.0% 0.2 464 +464 1
TIP funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,164 +0 5
BOND funds › PIMCO ETF TR HOLD 0.0% -0.0% 0.2 2,546 +0 5
PFXF funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.2 12,670 +0 5
HYG funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,826 +0 5
CI funds › THE CIGNA GROUP TRIM 0.0% -0.0% 0.2 819 -60 5
XLK funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 1,154 +1,154 1
ACGL funds › ARCH CAP GROUP LTD TRIM 0.0% -0.0% 0.2 2,251 -127 5
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 0.2 4,691 -216 2
UTES funds › ETFIS SER TR I TRIM 0.0% -0.0% 0.2 2,608 -31 5
BKLN funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.2 10,387 +0 5
NEE funds › NEXTERA ENERGY INC TRIM 0.0% -0.0% 0.2 2,367 -62 2
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.2 1,388 -47 5
AMR funds › ALPHA METALLURGICAL RESOUR I TRIM 0.0% -0.0% 0.2 1,226 -60 5
PALL funds › ABRDN PALLADIUM ETF TRUST EXIT 0.0% -0.5% 0.0 0 -47,737 0
PLTM funds › GRANITESHARES PLATINUM TR EXIT 0.0% -0.5% 0.0 0 -364,495 0
PPA funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -2.0% 0.0 0 -156,035 0
IAUM funds › ISHARES GOLD TR EXIT 0.0% -0.0% 0.0 0 -4,549 0
IPKW funds › INVESCO EXCH TRADED FD TR II EXIT 0.0% -0.0% 0.0 0 -5,093 0
TMUS funds › T-MOBILE US INC EXIT 0.0% -0.0% 0.0 0 -1,038 0
FDT funds › FIRST TR EXCH TRD ALPHDX FD EXIT 0.0% -0.1% 0.0 0 -15,348 0
NIKL funds › SPROTT FDS TR EXIT 0.0% -0.0% 0.0 0 -35,685 0
ETHE funds › GRAYSCALE ETHEREUM STAKING E EXIT 0.0% -0.0% 0.0 0 -13,764 0
AGQ funds › PROSHARES TR II EXIT 0.0% -0.1% 0.0 0 -9,731 0
SIVR funds › ABRDN SILVER ETF TRUST EXIT 0.0% -0.1% 0.0 0 -24,670 0
GBTC funds › GRAYSCALE BITCOIN TRUST ETF EXIT 0.0% -0.1% 0.0 0 -24,048 0
UGL funds › PROSHARES TR II EXIT 0.0% -0.1% 0.0 0 -14,320 0
FTNT funds › FORTINET INC EXIT 0.0% -0.1% 0.0 0 -10,029 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 1,351 144 0.25 70% 0.056 0.539 in
2026Q1 1,297 143 0.18 72% 0.061 0.696 in
2025Q4 1,305 127 0.29 75% 0.062 0.444 in
2025Q3 998 119 0.35 74% 0.071 0.299 in
2025Q2 2,028 138 0.26 76% 0.072 0.650 entered
2025Q1 729 108 0.00 84% 0.092 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