Fund Universe

SUMMITRY LLC

CIK 0001280043 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.623
AUM ($M)
3,040
Positions
340
Turnover
0.10
Top-10 wt
36%
Herfindahl
0.021
History (qtrs)
6
Excess Return

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Holdings · 373 positions · portfolio value $3,040M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
V funds › VISA INC ADD 4.9% +1.0% 149.5 435,853 +142,718 5
AMZN funds › AMAZON COM INC ADD 4.7% +0.1% 141.5 593,631 +95,582 5
GOOGL funds › ALPHABET INC ADD 4.4% +0.3% 133.4 373,263 +46,751 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 4.3% -3.5% 131.1 274,507 -256,217 5
MA funds › MASTERCARD INCORPORATED ADD 3.7% +0.4% 111.9 217,969 +67,860 5
CARR funds › CARRIER GLOBAL CORPORATION TRIM 3.3% -0.2% 100.2 1,366,130 -57,908 5
A funds › AGILENT TECHNOLOGIES INC TRIM 2.9% -0.4% 88.5 666,332 -7,510 5
MSFT funds › MICROSOFT CORP ADD 2.7% +0.2% 82.7 221,816 +66,246 5
LOW funds › LOWES COS INC ADD 2.7% -1.1% 81.5 369,601 +3,580 5
WFC funds › WELLS FARGO & CO TRIM 2.4% -0.7% 72.2 873,433 -12,755 5
ULTA funds › ULTA BEAUTY INC ADD 2.2% -1.2% 68.1 150,908 +1,559 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 2.2% -0.7% 68.0 135,659 -3,359 5
SBUX funds › STARBUCKS CORP TRIM 2.2% -0.8% 67.6 661,824 -111,695 5
SCHW funds › SCHWAB CHARLES CORP TRIM 2.1% -0.8% 65.2 707,019 -1,046 5
ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI ADD 2.1% +0.3% 62.4 237,187 +47,117 5
META funds › META PLATFORMS INC ADD 2.0% -0.3% 60.0 106,458 +14,598 5
AAPL funds › APPLE INC ADD 2.0% +1.0% 59.3 205,044 +120,379 5
GXO funds › GXO LOGISTICS INCORPORATED ADD 1.9% -0.0% 58.2 1,148,726 +292,081 5
IBDU funds › ISHARES TR ADD 1.5% -0.4% 46.8 2,022,397 +156,401 5
FISV funds › FISERV INC TRIM 1.5% -0.8% 46.5 947,856 -1,382 5
IBGA funds › ISHARES TR ADD 1.5% -0.5% 46.0 1,883,848 +32,443 5
NFLX funds › NETFLIX INC. TRIM 1.4% -1.1% 41.7 584,309 -2,287 5
RTO funds › RENTOKIL INITIAL PLC TRIM 1.3% -0.7% 40.7 1,423,307 -47,335 5
ODFL funds › OLD DOMINION FREIGHT LINE IN TRIM 1.3% -0.6% 39.4 182,042 -41,534 5
ROST funds › ROSS STORES INC TRIM 1.3% -0.5% 38.8 182,475 -1,817 5
IBDT funds › ISHARES TR ADD 1.3% -0.3% 38.1 1,507,612 +97,730 5
UBER funds › UBER TECHNOLOGIES INC ADD 1.2% +1.2% 37.5 519,597 +515,810 2
MCO funds › MOODYS CORP TRIM 1.2% -0.3% 36.2 79,967 -50 5
GLW funds › CORNING INC NEW 1.2% +1.2% 36.1 141,305 +141,305 1
IBTG funds › ISHARES TR ADD 1.2% -0.4% 35.6 1,554,803 +11,932 5
CRM funds › SALESFORCE INC TRIM 1.1% -0.7% 34.9 222,898 -517 5
IBDW funds › ISHARES TR ADD 1.1% -0.3% 34.6 1,659,714 +94,577 5
EMR funds › EMERSON ELEC CO ADD 1.1% +0.8% 34.4 240,422 +180,441 5
IBDZ funds › ISHARES TR ADD 1.1% -0.3% 33.6 1,290,108 +13,721 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 1.0% +0.8% 30.0 60,035 +50,342 5
NVDA funds › NVIDIA CORPORATION TRIM 1.0% -0.2% 30.0 149,946 -4,089 5
HD funds › HOME DEPOT INC ADD 1.0% +0.9% 29.3 83,036 +79,386 5
TXN funds › TEXAS INSTRS INC NEW 0.9% +0.9% 28.3 95,045 +95,045 1
JPM funds › JPMORGAN CHASE & CO ADD 0.9% +0.9% 27.8 84,829 +80,639 5
STIP funds › ISHARES TR TRIM 0.9% -0.6% 27.4 268,602 -66,565 5
AMGN funds › AMGEN INC ADD 0.9% +0.9% 27.2 75,057 +74,240 4
IBDY funds › ISHARES TR ADD 0.9% -0.3% 26.8 1,042,372 +8,785 5
ENB funds › ENBRIDGE INC NEW 0.9% +0.9% 26.8 493,889 +493,889 1
CNI funds › CANADIAN NATL RY CO ADD 0.9% +0.8% 26.2 219,683 +216,567 2
APD funds › AIR PRODUCTS AND CHEMICALS I NEW 0.9% +0.9% 25.9 88,441 +88,441 1
IBTQ funds › ISHARES TR ADD 0.8% -0.3% 25.6 1,018,921 +12,320 4
NEE funds › NEXTERA ENERGY INC ADD 0.8% +0.8% 25.5 290,030 +283,953 5
TEL funds › TE CONNECTIVITY PLC NEW 0.8% +0.8% 24.1 119,752 +119,752 1
MDT funds › MEDTRONIC PLC NEW 0.8% +0.8% 22.9 293,212 +293,212 1
BLK funds › BLACKROCK INC ADD 0.7% +0.7% 22.6 23,546 +23,015 5
CVX funds › CHEVRON CORPORATION ADD 0.7% +0.7% 22.5 135,864 +132,352 5
IBTP funds › ISHARES TR ADD 0.7% -0.2% 22.3 878,535 +7,735 4
PEP funds › PEPSICO INC ADD 0.7% +0.7% 21.8 161,115 +157,020 5
CAT funds › CATERPILLAR INC TRIM 0.7% +0.0% 21.1 19,781 -1,167 5
TFLO funds › ISHARES TR ADD 0.7% -0.2% 20.9 413,352 +1,059 5
CSCO funds › CISCO SYS INC TRIM 0.4% +0.0% 13.5 114,915 -6,819 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.4% -0.1% 13.0 51,089 -404 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.4% +0.4% 12.5 56,478 +56,478 1
GOOG funds › ALPHABET INC ADD 0.4% -0.0% 12.1 34,213 +149 5
OTIS funds › OTIS WORLDWIDE CORP NEW 0.3% +0.3% 9.9 138,630 +138,630 1
ETN funds › EATON CORP PLC ADD 0.3% -0.0% 9.7 22,880 +461 5
PG funds › PROCTER & GAMBLE CO ADD 0.3% -0.1% 9.4 64,257 +4,065 5
USB funds › US BANCORP ADD 0.3% -0.0% 9.1 150,880 +3,369 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD ADD 0.3% -0.1% 8.2 181,848 +10,027 5
MCD funds › MCDONALDS CORP ADD 0.2% -0.1% 7.5 27,800 +1,415 5
COR funds › CENCORA INC ADD 0.2% -0.1% 7.2 25,368 +1,004 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.1% 7.1 168,677 +6,122 5
MMM funds › 3M CO ADD 0.2% -0.0% 6.9 42,436 +1,721 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.2% -0.0% 6.6 59,701 +2,807 5
AVGO funds › BROADCOM INC ADD 0.2% +0.1% 6.2 16,363 +6,456 5
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.1% +0.1% 4.5 6,085 +6,085 1
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 4.2 3,640 +2,422 4
CUSIP:949746804 funds › WELLS FARGO & CO TRIM 0.1% -0.0% 2.4 2,053 -7 5
TSLA funds › TESLA INC ADD 0.1% -0.0% 2.3 5,468 +169 5
CB funds › CHUBB LIMITED ADD 0.1% -0.0% 2.3 6,716 +388 5
MGK funds › VANGUARD WORLD FD NEW 0.1% +0.1% 2.2 25,302 +25,302 1
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 2.1 1,711 +912 5
CUSIP:060505682 funds › BANK OF AMER CORP TRIM 0.1% -0.0% 1.9 1,551 -2 5
UNP funds › UNION PAC CORP ADD 0.1% -0.0% 1.6 5,859 +387 5
ASML funds › ASML HLDG NV TRIM 0.0% +0.0% 1.4 713 -42 5
WMT funds › WALMART INC ADD 0.0% -0.0% 1.4 12,415 +3,293 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.0% +0.0% 1.4 1,475 +904 5
GH funds › GUARDANT HEALTH INC NEW 0.0% +0.0% 1.3 8,863 +8,863 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.0% +0.0% 1.2 2,127 +503 3
CNC funds › CENTENE CORP DEL TRIM 0.0% +0.0% 1.2 18,412 -5,513 4
NAC funds › NUVEEN CA DIVI ADV MUN NEW 0.0% +0.0% 1.2 95,654 +95,654 1
IBDV funds › ISHARES TR NEW 0.0% +0.0% 1.2 53,125 +53,125 1
ABBV funds › ABBVIE INC ADD 0.0% +0.0% 1.1 4,563 +969 5
ONTO funds › ONTO INNOVATION INC TRIM 0.0% +0.0% 1.1 2,909 -250 5
CUSIP:75524B104 funds › RBC BEARINGS INC TRIM 0.0% -0.0% 1.1 1,702 -8 5
ESE funds › ESCO TECHNOLOGIES INC TRIM 0.0% -0.0% 1.1 3,013 -419 5
IBDS funds › ISHARES TR ADD 0.0% +0.0% 1.1 43,476 +31,269 5
INTC funds › INTEL CORP ADD 0.0% +0.0% 1.0 7,221 +750 2
IWM funds › ISHARES TR NEW 0.0% +0.0% 1.0 3,340 +3,340 1
KO funds › COCA COLA CO ADD 0.0% -0.0% 1.0 12,256 +1,736 5
QQQ funds › INVESCO QQQ TR ADD 0.0% +0.0% 1.0 1,350 +761 2
DIS funds › DISNEY WALT CO ADD 0.0% +0.0% 1.0 10,179 +2,879 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.0% -0.0% 1.0 7,058 +697 5
TJX funds › TJX COS INC NEW NEW 0.0% +0.0% 1.0 6,312 +6,312 1
BAC funds › BANK OF AMER CORP ADD 0.0% +0.0% 0.9 16,625 +3,041 5
MFC funds › MANULIFE FINL CORP ADD 0.0% +0.0% 0.9 22,804 +4,154 5
SOXX funds › ISHARES TR NEW 0.0% +0.0% 0.9 1,435 +1,435 1
SHEL funds › SHELL PLC ADD 0.0% -0.0% 0.9 11,807 +115 5
IJH funds › ISHARES TR NEW 0.0% +0.0% 0.9 11,869 +11,869 1
ROAD funds › CONSTRUCTION PARTNERS INC ADD 0.0% -0.0% 0.9 7,553 +321 5
BIIB funds › BIOGEN INC TRIM 0.0% -0.0% 0.9 4,137 -600 5
AAON funds › AAON INC TRIM Common Stock 0.0% +0.0% 0.9 6,783 -1,047 5
FMX funds › FOMENTO ECONOMICO MEXICANO S TRIM 0.0% -0.0% 0.8 6,523 -83 5
TXRH funds › TEXAS ROADHOUSE INC ADD 0.0% -0.0% 0.8 4,262 +122 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 0.8 1,863 +326 3
MRK funds › MERCK & CO INC ADD 0.0% -0.0% 0.8 6,279 +389 5
UI funds › UBIQUITI INC TRIM 0.0% -0.0% 0.8 1,490 -246 2
SYY funds › SYSCO CORP TRIM 0.0% -0.0% 0.8 9,445 -302 5
IVV funds › ISHARES TR HOLD 0.0% -0.0% 0.8 1,037 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.0% -0.0% 0.8 2,706 +210 5
SO funds › SOUTHERN CO ADD 0.0% -0.0% 0.8 7,925 +297 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.8 1,821 +843 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.7 1 +0 5
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.7 5,107 +668 5
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD 0.0% +0.0% 0.7 29,836 +7,859 5
GMED funds › GLOBUS MED INC ADD 0.0% -0.0% 0.7 9,449 +1,244 5
BBJP funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.7 9,880 +9,880 1
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% +0.0% 0.7 3,232 +1,905 5
NOVT funds › NOVANTA INC ADD 0.0% +0.0% 0.7 4,394 +90 5
AMAT funds › APPLIED MATLS INC ADD 0.0% +0.0% 0.7 984 +142 2
MTB funds › M & T BK CORP TRIM 0.0% -0.0% 0.7 2,982 -41 3
DGII funds › DIGI INTL INC ADD 0.0% +0.0% 0.7 9,435 +1,268 4
ESS funds › ESSEX PPTY TR INC ADD 0.0% +0.0% 0.7 2,399 +530 5
IWF funds › ISHARES TR NEW 0.0% +0.0% 0.7 5,600 +5,600 1
BBAX funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.7 11,518 +11,518 1
DE funds › DEERE & CO ADD 0.0% -0.0% 0.7 1,067 +49 5
RIO funds › RIO TINTO PLC ADD 0.0% -0.0% 0.7 6,969 +139 5
EOG funds › EOG RES INC ADD 0.0% -0.0% 0.7 5,095 +263 5
ED funds › CONSOLIDATED EDISON INC ADD 0.0% -0.0% 0.7 5,930 +444 5
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 0.7 3,522 +608 5
BCPC funds › BALCHEM CORP ADD 0.0% -0.0% 0.6 3,808 +99 5
DG funds › DOLLAR GEN CORP TRIM 0.0% -0.0% 0.6 5,548 -3,106 5
TIP funds › ISHARES TR HOLD 0.0% -0.0% 0.6 5,805 +0 5
GE funds › GE AEROSPACE ADD 0.0% +0.0% 0.6 1,673 +475 4
MTSI funds › MACOM TECH SOLUTIONS HLDGS I HOLD 0.0% +0.0% 0.6 1,642 +0 3
CFG funds › CITIZENS FINL GROUP INC ADD 0.0% +0.0% 0.6 8,888 +1,191 3
VTRS funds › VIATRIS INC TRIM 0.0% -0.0% 0.6 39,099 -2,650 4
VGIT funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.6 10,424 +10,424 1
ANET funds › ARISTA NETWORKS INC ADD 0.0% +0.0% 0.6 3,473 +190 2
IBDX funds › ISHARES TR NEW 0.0% +0.0% 0.6 23,352 +23,352 1
ARWR funds › ARROWHEAD PHARMACEUTICALS IN NEW 0.0% +0.0% 0.6 7,183 +7,183 1
PDI funds › PIMCO DYNAMIC INCOME FD ADD 0.0% +0.0% 0.6 35,000 +23,000 5
CWST funds › CASELLA WASTE SYS INC ADD 0.0% -0.0% 0.6 5,981 +125 5
PAYX funds › PAYCHEX INC ADD 0.0% +0.0% 0.6 5,799 +2,853 2
BAP funds › CREDICORP LTD ADD 0.0% -0.0% 0.6 1,426 +29 5
MRNA funds › MODERNA INC TRIM 0.0% -0.0% 0.5 7,460 -645 2
JBHT funds › HUNT J B TRANS SVCS INC ADD 0.0% +0.0% 0.5 1,790 +230 3
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 0.5 712 +124 3
WDC funds › WESTERN DIGITAL CORP TRIM 0.0% +0.0% 0.5 791 -63 2
HLN funds › HALEON PLC ADD 0.0% -0.0% 0.5 54,132 +1,181 5
EXLS funds › EXLSERVICE HLDGS INC ADD 0.0% -0.0% 0.5 19,466 +420 5
KLAC funds › KLA CORP ADD 0.0% +0.0% 0.5 1,664 +1,520 2
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.5 2,799 +2,709 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.5 8,531 +957 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.0% -0.0% 0.5 8,673 -826 4
CUSIP:78473E103 funds › SPX TECHNOLOGIES INC ADD 0.0% -0.0% 0.5 1,980 +19 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.0% +0.0% 0.5 503 -36 2
ARE funds › ALEXANDRIA REAL ESTATE EQ IN NEW 0.0% +0.0% 0.5 9,119 +9,119 1
XLK funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.5 2,502 +2,502 1
EWJ funds › ISHARES INC NEW 0.0% +0.0% 0.5 5,079 +5,079 1
GWW funds › WW GRAINGER INC ADD 0.0% +0.0% 0.5 348 +91 5
EXPO funds › EXPONENT INC ADD 0.0% -0.0% 0.5 8,043 +237 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.0% +0.0% 0.5 1,371 -300 2
HQY funds › HEALTHEQUITY INC ADD 0.0% -0.0% 0.5 5,159 +788 5
SONY funds › SONY GROUP CORP ADD 0.0% -0.0% 0.5 23,035 +1,615 5
CPAY funds › CORPAY INC ADD 0.0% -0.0% 0.5 1,378 +128 3
DSGX funds › DESCARTES SYS GROUP INC ADD 0.0% -0.0% 0.5 6,579 +211 5
MS funds › MORGAN STANLEY NEW 0.0% +0.0% 0.5 2,166 +2,166 1
C funds › CITIGROUP INC ADD 0.0% +0.0% 0.5 3,226 +879 4
TGT funds › TARGET CORP ADD 0.0% -0.0% 0.4 3,439 +646 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.4 12,422 -960 2
BBEU funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.4 5,698 +5,698 1
TECH funds › BIO-TECHNE CORP ADD 0.0% +0.0% 0.4 6,120 +107 4
KNSL funds › KINSALE CAP GROUP INC ADD 0.0% -0.0% 0.4 1,301 +15 5
BBCA funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.4 4,302 +4,302 1
GS funds › GOLDMAN SACHS GROUP INC ADD 0.0% +0.0% 0.4 416 +47 4
EWG funds › ISHARES INC NEW 0.0% +0.0% 0.4 10,054 +10,054 1
HOOD funds › ROBINHOOD MKTS INC TRIM 0.0% -0.0% 0.4 4,132 -2,105 2
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.0% +0.0% 0.4 13,646 +2,955 3
VVV funds › VALVOLINE INC ADD 0.0% -0.0% 0.4 10,367 +1,167 5
AXON funds › AXON ENTERPRISE INC NEW 0.0% +0.0% 0.4 722 +722 1
LUV funds › SOUTHWEST AIRLS CO ADD 0.0% +0.0% 0.4 7,807 +1,170 3
VRSK funds › VERISK ANALYTICS INC ADD 0.0% +0.0% 0.4 2,233 +1,104 2
MO funds › ALTRIA GROUP INC NEW 0.0% +0.0% 0.4 5,571 +5,571 1
T funds › AT&T INC TRIM 0.0% -0.3% 0.4 19,313 -256,081 5
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.4 337 +23 4
HAL funds › HALLIBURTON CO ADD 0.0% -0.0% 0.4 11,576 +3,915 2
PSX funds › PHILLIPS 66 NEW 0.0% +0.0% 0.4 2,322 +2,322 1
EBAY funds › EBAY INC. ADD 0.0% +0.0% 0.4 3,471 +764 2
DORM funds › DORMAN PRODS INC ADD 0.0% -0.0% 0.4 2,842 +27 4
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.4 2,464 +346 4
FSV funds › FIRSTSERVICE CORP NEW ADD 0.0% -0.0% 0.4 2,684 +14 4
IBIT funds › ISHARES BITCOIN TRUST ETF NEW 0.0% +0.0% 0.4 11,450 +11,450 1
VTR funds › VENTAS INC TRIM 0.0% -0.0% 0.4 4,277 -630 5
MTCH funds › MATCH GROUP INC NEW ADD 0.0% +0.0% 0.4 9,968 +1,599 3
NTES funds › NETEASE COM INC ADD 0.0% -0.0% 0.4 2,951 +50 5
NICE funds › NICE LTD ADD 0.0% -0.0% 0.4 4,162 +81 3
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.4 165 +165 1
RGEN funds › REPLIGEN CORP ADD 0.0% +0.0% 0.4 2,737 +352 4
L funds › LOEWS CORP ADD 0.0% -0.0% 0.4 3,298 +206 4
VCEL funds › VERICEL CORP ADD 0.0% +0.0% 0.4 8,324 +53 5
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 0.4 2,089 +2,089 1
MGV funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.4 2,230 +2,230 1
MELI funds › MERCADOLIBRE INC ADD 0.0% -0.0% 0.4 213 +13 5
BNY funds › BANK OF NY MELLON CORP NEW 0.0% +0.0% 0.4 2,485 +2,485 1
AGYS funds › AGILYSYS INC ADD 0.0% +0.0% 0.4 3,422 +71 5
SITE funds › SITEONE LANDSCAPE SUPPLY INC ADD 0.0% -0.0% 0.4 3,119 +64 5
LOAR funds › LOAR HOLDINGS INC NEW 0.0% +0.0% 0.4 4,426 +4,426 1
VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD 0.0% -0.0% 0.4 3,527 +0 4
LMAT funds › LEMAITRE VASCULAR INC ADD 0.0% -0.0% 0.4 3,697 +54 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.0% -0.0% 0.4 9,610 +500 5
AVY funds › AVERY DENNISON CORP NEW 0.0% +0.0% 0.3 2,152 +2,152 1
WDFC funds › WD 40 CO ADD 0.0% -0.0% 0.3 1,427 +13 3
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.3 14,386 -9,555 5
O funds › REALTY INCOME CORP NEW 0.0% +0.0% 0.3 5,579 +5,579 1
FDX funds › FEDEX CORP ADD 0.0% -0.0% 0.3 1,090 +117 4
CL funds › COLGATE PALMOLIVE CO ADD 0.0% +0.0% 0.3 3,718 +1,272 2
OLLI funds › OLLIES BARGAIN OUTLET HLDGS ADD 0.0% -0.0% 0.3 4,368 +133 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% +0.0% 0.3 5,691 +1,472 2
DCI funds › DONALDSON INC ADD 0.0% -0.0% 0.3 3,624 +255 4
DGX funds › QUEST DIAGNOSTICS INC TRIM 0.0% -0.0% 0.3 1,530 -100 4
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 0.3 6,963 -46 3
XYZ funds › BLOCK INC NEW 0.0% +0.0% 0.3 4,236 +4,236 1
CPB funds › THE CAMPBELLS COMPANY NEW 0.0% +0.0% 0.3 14,373 +14,373 1
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.3 617 +89 5
MAS funds › MASCO CORP ADD 0.0% +0.0% 0.3 3,929 +493 2
PLUS funds › EPLUS INC ADD 0.0% -0.0% 0.3 3,838 +61 4
VOE funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.3 1,600 +1,600 1
KR funds › KROGER CO NEW 0.0% +0.0% 0.3 5,663 +5,663 1
ITW funds › ILLINOIS TOOL WKS INC NEW 0.0% +0.0% 0.3 1,153 +1,153 1
GIS funds › GENERAL MILLS INC NEW 0.0% +0.0% 0.3 8,938 +8,938 1
RYAAY funds › RYANAIR HOLDINGS PLC ADD 0.0% -0.0% 0.3 4,779 +64 4
GMAB funds › GENMAB A/S ADD 0.0% -0.0% 0.3 11,249 +79 4
INTU funds › INTUIT ADD 0.0% -0.0% 0.3 1,182 +473 5
FDS funds › FACTSET RESH SYS INC ADD 0.0% +0.0% 0.3 1,327 +275 2
AZN funds › ASTRAZENECA PLC ADD 0.0% -0.0% 0.3 1,599 +92 2
EWU funds › ISHARES TR NEW 0.0% +0.0% 0.3 6,538 +6,538 1
BFAM funds › BRIGHT HORIZONS FAM SOL IN D ADD 0.0% -0.0% 0.3 4,247 +174 5
JKHY funds › HENRY JACK & ASSOC INC TRIM 0.0% -0.0% 0.3 2,167 -1,968 3
ABT funds › ABBOTT LABORATORIES ADD 0.0% -0.0% 0.3 3,288 +1,021 5
AX funds › AXOS FINANCIAL INC ADD 0.0% -0.0% 0.3 3,052 +34 4
ATO funds › ATMOS ENERGY CORP NEW 0.0% +0.0% 0.3 1,721 +1,721 1
EG funds › EVEREST GROUP LTD ADD 0.0% +0.0% 0.3 827 +209 2
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.3 149 +149 1
XLF funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.3 5,500 +5,500 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 678 +678 1
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.3 383 +383 1
LHX funds › L3HARRIS TECHNOLOGIES INC TRIM 0.0% -0.0% 0.3 1,003 -309 2
LEN funds › LENNAR CORP ADD 0.0% -0.0% 0.3 3,207 +593 4
EWC funds › ISHARES INC NEW 0.0% +0.0% 0.3 4,976 +4,976 1
COP funds › CONOCOPHILLIPS NEW 0.0% +0.0% 0.3 2,753 +2,753 1
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.3 720 +720 1
VTEB funds › VANGUARD MUN BD FDS NEW 0.0% +0.0% 0.3 5,630 +5,630 1
BAX funds › BAXTER INTL INC NEW 0.0% +0.0% 0.3 13,288 +13,288 1
HWM funds › HOWMET AEROSPACE INC NEW 0.0% +0.0% 0.3 1,047 +1,047 1
F funds › FORD MTR CO TRIM 0.0% -0.0% 0.3 20,103 -5,874 4
HPQ funds › HP INC NEW 0.0% +0.0% 0.3 12,677 +12,677 1
AIG funds › AMERICAN INTL GROUP INC TRIM 0.0% -0.0% 0.3 3,727 -4,418 4
DLTR funds › DOLLAR TREE INC NEW 0.0% +0.0% 0.3 2,291 +2,291 1
TREX funds › TREX INC NEW 0.0% +0.0% 0.3 5,496 +5,496 1
TYL funds › TYLER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.3 928 -277 5
SWKS funds › SKYWORKS SOLUTIONS INC NEW 0.0% +0.0% 0.3 3,980 +3,980 1
DUK funds › DUKE ENERGY CORP NEW NEW 0.0% +0.0% 0.3 2,130 +2,130 1
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.3 2,104 +217 4
EVRG funds › EVERGY INC NEW 0.0% +0.0% 0.3 3,073 +3,073 1
SNPS funds › SYNOPSYS INC NEW 0.0% +0.0% 0.3 595 +595 1
ROK funds › ROCKWELL AUTOMATION INC NEW 0.0% +0.0% 0.3 536 +536 1
HDB funds › HDFC BANK LTD TRIM 0.0% -0.0% 0.3 10,272 -10,923 5
BALL funds › BALL CORP ADD 0.0% -0.0% 0.3 4,178 +124 3
EQR funds › EQUITY RESIDENTIAL ADD 0.0% -0.0% 0.3 3,826 +256 5
MPC funds › MARATHON PETE CORP NEW 0.0% +0.0% 0.3 1,012 +1,012 1
ADBE funds › ADOBE INC NEW 0.0% +0.0% 0.3 1,255 +1,255 1
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 0.3 661 +661 1
CEG funds › CONSTELLATION ENERGY CORP ADD 0.0% -0.0% 0.3 1,020 +235 2
CMS funds › CMS ENERGY CORP NEW 0.0% +0.0% 0.3 3,303 +3,303 1
SCHG funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 7,461 +0 2
PH funds › PARKER-HANNIFIN CORP NEW 0.0% +0.0% 0.3 258 +258 1
URI funds › UNITED RENTALS INC NEW 0.0% +0.0% 0.3 222 +222 1
IBDR funds › ISHARES TR TRIM 0.0% -0.0% 0.3 10,373 -1,695 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.3 2,149 -1,793 4
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 0.2 739 -643 3
VO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 3,100 +3,100 1
KEY funds › KEYCORP NEW 0.0% +0.0% 0.2 10,732 +10,732 1
SMTC funds › SEMTECH CORP NEW 0.0% +0.0% 0.2 1,528 +1,528 1
DHR funds › DANAHER CORP DEL NEW 0.0% +0.0% 0.2 1,292 +1,292 1
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.0% -0.0% 0.2 984 -152 2
BBY funds › BEST BUY INC NEW 0.0% +0.0% 0.2 3,236 +3,236 1
ALRM funds › ALARM COM HLDGS INC ADD 0.0% -0.0% 0.2 5,255 +26 5
BRO funds › BROWN & BROWN INC TRIM 0.0% -0.0% 0.2 3,804 -4,282 2
TFC funds › TRUIST FINL CORP NEW 0.0% +0.0% 0.2 4,897 +4,897 1
PM funds › PHILIP MORRIS INTL INC NEW 0.0% +0.0% 0.2 1,339 +1,339 1
PYPL funds › PAYPAL HLDGS INC TRIM 0.0% -0.0% 0.2 5,592 -101 2
WEC funds › WEC ENERGY GROUP INC ADD 0.0% -0.0% 0.2 2,065 +176 2
ES funds › EVERSOURCE ENERGY ADD 0.0% -0.0% 0.2 3,311 +158 2
RTX funds › RTX CORPORATION TRIM 0.0% -0.0% 0.2 1,237 -182 2
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.0% -0.0% 0.2 1,772 -2,609 5
NOW funds › SERVICENOW INC ADD 0.0% -0.0% 0.2 2,330 +203 2
ISRG funds › INTUITIVE SURGICAL INC NEW 0.0% +0.0% 0.2 579 +579 1
HII funds › HUNTINGTON INGALLS INDS INC TRIM 0.0% -0.0% 0.2 821 -470 4
JCI funds › JOHNSON CONTROLS INTERNATION NEW 0.0% +0.0% 0.2 1,565 +1,565 1
PNC funds › PNC FINL SVCS GROUP INC NEW 0.0% +0.0% 0.2 928 +928 1
PHM funds › PULTE GROUP INC TRIM 0.0% -0.0% 0.2 1,653 -1,159 3
PLD funds › PROLOGIS INC. NEW 0.0% +0.0% 0.2 1,671 +1,671 1
POOL funds › POOL CORP NEW 0.0% +0.0% 0.2 1,047 +1,047 1
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.0% +0.0% 0.2 1,004 +1,004 1
OHI funds › OMEGA HEALTHCARE INVS INC NEW 0.0% +0.0% 0.2 4,685 +4,685 1
PGR funds › PROGRESSIVE CORP NEW 0.0% +0.0% 0.2 1,020 +1,020 1
AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 0.2 1,899 -1,596 3
BA funds › BOEING CO NEW 0.0% +0.0% 0.2 1,026 +1,026 1
APA funds › APA CORPORATION NEW 0.0% +0.0% 0.2 6,781 +6,781 1
COF funds › CAPITAL ONE FINL CORP NEW 0.0% +0.0% 0.2 1,100 +1,100 1
ACN funds › ACCENTURE PLC IRELAND NEW 0.0% +0.0% 0.2 1,763 +1,763 1
SMH funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.2 334 +334 1
AME funds › AMETEK INC NEW 0.0% +0.0% 0.2 893 +893 1
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.2 422 -78 2
SUSL funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,619 +1,619 1
ARES funds › ARES MANAGEMENT CORPORATION NEW 0.0% +0.0% 0.2 1,925 +1,925 1
CVS funds › CVS HEALTH CORP NEW 0.0% +0.0% 0.2 2,061 +2,061 1
GPC funds › GENUINE PARTS CO NEW 0.0% +0.0% 0.2 1,807 +1,807 1
EXPE funds › EXPEDIA GROUP INC NEW 0.0% +0.0% 0.2 832 +832 1
CMCSA funds › COMCAST CORP NEW NEW 0.0% +0.0% 0.2 8,617 +8,617 1
FAST funds › FASTENAL CO NEW 0.0% +0.0% 0.2 4,373 +4,373 1
DHI funds › D R HORTON INC NEW 0.0% +0.0% 0.2 1,288 +1,288 1
IBHI funds › ISHARES TR TRIM 0.0% -0.0% 0.2 8,865 -550 2
IWP funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,400 +1,400 1
ORLY funds › OREILLY AUTOMOTIVE INC NEW 0.0% +0.0% 0.2 2,216 +2,216 1
SPGI funds › S&P GLOBAL INC NEW 0.0% +0.0% 0.2 498 +498 1
AEE funds › AMEREN CORP TRIM 0.0% -0.0% 0.2 1,781 -409 3
DLR funds › DIGITAL RLTY TR INC NEW 0.0% +0.0% 0.2 1,121 +1,121 1
EWA funds › ISHARES INC NEW 0.0% +0.0% 0.2 7,121 +7,121 1
WRB funds › BERKLEY W R CORP NEW 0.0% +0.0% 0.2 2,838 +2,838 1
TLK funds › TELEKOMUNIKASI IND ADD 0.0% -0.0% 0.2 14,105 +234 5
CAG funds › CONAGRA BRANDS INC TRIM 0.0% -0.0% 0.2 12,720 -33,580 5
VERX funds › VERTEX INC ADD 0.0% -0.0% 0.1 11,456 +64 5
SKYX funds › SKYX PLATFORMS CORP NEW 0.0% +0.0% 0.0 30,000 +30,000 1
SCHC funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -5,177 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.0% 0.0 0 -6,188 0
AMT funds › AMERICAN TOWER CORP EXIT 0.0% -0.0% 0.0 0 -1,636 0
WTW funds › WILLIS TOWERS WATSON PLC LTD EXIT 0.0% -0.0% 0.0 0 -962 0
KHC funds › KRAFT HEINZ CO EXIT 0.0% -0.0% 0.0 0 -16,111 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.0% 0.0 0 -2,769 0
FNDE funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -21,606 0
FNDA funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.1% 0.0 0 -48,417 0
FIS funds › FIDELITY NATL INFORMATION SV EXIT 0.0% -0.0% 0.0 0 -4,471 0
VB funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -1,754 0
HBAN funds › HUNTINGTON BANCSHARES INC EXIT 0.0% -0.0% 0.0 0 -15,397 0
HRL funds › HORMEL FOODS CORP EXIT 0.0% -0.0% 0.0 0 -22,037 0
PSKY funds › PARAMOUNT SKYDANCE CORP EXIT 0.0% -0.0% 0.0 0 -10,168 0
FNDX funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -11,165 0
AOS funds › SMITH A O CORP EXIT 0.0% -0.0% 0.0 0 -3,418 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.0% 0.0 0 -383 0
LH funds › LABCORP HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -884 0
VOO funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -434 0
HSY funds › HERSHEY CO EXIT 0.0% -0.0% 0.0 0 -2,364 0
TAP funds › MOLSON COORS BEVERAGE CO EXIT 0.0% -0.0% 0.0 0 -7,128 0
MSI funds › MOTOROLA SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -499 0
LYB funds › LYONDELLBASELL INDUSTRIES NV EXIT 0.0% -0.0% 0.0 0 -2,740 0
ETPRI funds › ENERGY TRANSFER L P EXIT 0.0% -0.0% 0.0 0 -35,000 0
PAYC funds › PAYCOM SOFTWARE INC EXIT 0.0% -0.0% 0.0 0 -2,682 0
SPEM funds › SPDR INDEX SHS FDS EXIT 0.0% -0.0% 0.0 0 -12,671 0
SCHF funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -44,049 0
OPCH funds › OPTION CARE HEALTH INC EXIT 0.0% -0.0% 0.0 0 -7,442 0
SCHX funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -13,806 0
SJM funds › SMUCKER J M CO EXIT 0.0% -0.0% 0.0 0 -2,568 0
COIN funds › COINBASE GLOBAL INC EXIT 0.0% -0.0% 0.0 0 -1,171 0
FNDF funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -5,494 0
PRF funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -0.1% 0.0 0 -36,015 0
CERT funds › CERTARA INC EXIT 0.0% -0.0% 0.0 0 -23,258 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 3,040 340 0.21 36% 0.021 0.398 in
2026Q1 2,290 264 0.08 41% 0.028 0.685 in
2025Q4 2,400 251 0.06 43% 0.029 0.694 in
2025Q3 2,367 222 0.09 42% 0.029 0.638 in
2025Q2 2,209 176 0.10 42% 0.029 0.660 entered
2025Q1 1,979 144 0.00 44% 0.031 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