Fund Universe

Madison Asset Management, LLC

CIK 0001299351 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.631
AUM ($M)
8,387
Positions
347
Turnover
0.11
Top-10 wt
23%
Herfindahl
0.012
History (qtrs)
6
Excess Return

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Holdings · 369 positions · portfolio value $8,387M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
ACGL funds › Arch Capital Group Ltd TRIM 4.4% -0.5% 368.8 3,799,789 -276,657 5
GOOG funds › Alphabet Inc TRIM 2.6% +0.3% 215.6 610,192 -19,384 5
APH funds › Amphenol Corp TRIM 2.5% +0.5% 207.4 1,176,112 -74,894 5
ROST funds › Ross Stores Inc TRIM 2.3% -1.5% 188.7 886,641 -526,283 5
PCAR funds › PACCAR Inc TRIM 2.1% -0.2% 177.6 1,478,618 -106,748 5
TXN funds › Texas Instruments Inc TRIM 2.0% +0.6% 171.6 575,695 -32,610 5
AMZN funds › Amazon.com Inc TRIM 1.9% +0.1% 156.4 656,264 -10,819 5
CSL funds › Carlisle Cos Inc TRIM 1.8% -0.1% 152.9 421,406 -32,407 5
CDW funds › CDW Corp/DE TRIM 1.8% +0.1% 150.6 1,070,495 -34,591 5
MKSI funds › MKS Inc TRIM 1.7% +0.7% 140.9 316,694 -21,642 5
KEYS funds › Keysight Technologies Inc TRIM 1.7% +0.2% 139.4 398,124 -24,849 5
BRO funds › Brown & Brown Inc TRIM 1.7% -0.2% 138.6 2,161,022 -146,600 5
LH funds › Labcorp Holdings Inc TRIM 1.6% -0.0% 133.5 476,643 -13,903 5
V funds › Visa Inc TRIM 1.6% +0.1% 131.3 382,662 -7,207 5
MEDP funds › Medpace Holdings Inc TRIM 1.5% -0.0% 129.0 243,502 -18,791 5
ADI funds › Analog Devices Inc TRIM 1.5% +0.2% 124.4 313,234 -24,176 5
TDY funds › Teledyne Technologies Inc TRIM 1.5% -0.0% 122.6 183,824 -14,724 5
MSA funds › MSA Safety Inc ADD 1.4% +0.2% 115.3 660,573 +72,005 3
CPRT funds › Copart Inc ADD 1.3% -0.3% 113.1 4,013,460 +123,876 5
MC funds › Moelis & Co TRIM 1.3% +0.0% 109.1 1,667,157 -106,578 5
WRB funds › WR Berkley Corp TRIM 1.3% -0.1% 105.6 1,497,784 -121,122 5
WAT funds › Waters Corp ADD 1.3% +0.2% 105.0 279,856 +7,207 5
AOS funds › A O Smith Corp ADD 1.1% +0.2% 92.0 1,466,922 +324,318 3
FWONK funds › Liberty Media Corp-Liberty For TRIM 1.1% -0.0% 91.7 964,340 -105,959 5
PH funds › Parker-Hannifin Corp TRIM 1.0% -0.0% 86.4 88,312 -4,762 5
DHR funds › Danaher Corp TRIM 1.0% -0.1% 85.5 448,611 -46,409 5
FERG funds › Ferguson Enterprises Inc TRIM 1.0% -0.1% 84.4 355,611 -17,686 5
SPHQ funds › Invesco S&P 500 Quality ETF TRIM 1.0% -0.2% 84.4 936,702 -345,663 5
A funds › Agilent Technologies Inc ADD 1.0% +0.1% 83.9 631,763 +23,932 5
MSFT funds › Microsoft Corp ADD 1.0% -0.0% 81.3 217,910 +1,967 5
FND funds › Floor & Decor Holdings Inc TRIM 0.9% +0.1% 78.9 1,329,870 -39,589 5
SCHW funds › Charles Schwab Corp/The ADD 0.9% +0.1% 78.2 847,868 +126,038 5
TECH funds › Bio-Techne Corp TRIM 0.9% +0.2% 75.1 1,063,473 -29,585 4
IT funds › Gartner Inc TRIM 0.9% -0.3% 74.5 574,609 -38,648 5
PGR funds › Progressive Corp TRIM 0.9% +0.0% 73.9 338,343 -11,431 5
EXPD funds › Expeditors International of Wa TRIM 0.9% +0.0% 73.1 448,305 -42,110 5
VRSK funds › Verisk Analytics Inc NEW 0.9% +0.9% 71.5 398,522 +398,522 1
BAM funds › Brookfield Asset Management Lt TRIM 0.8% -0.1% 70.4 1,570,419 -104,681 5
LOW funds › Lowe's Cos Inc TRIM 0.8% -0.1% 69.5 315,223 -14,807 5
LAD funds › Lithia Motors Inc TRIM 0.8% +0.1% 67.0 230,604 -2,078 5
LLY funds › Eli Lilly & Co ADD 0.8% +0.2% 66.6 55,520 +1,386 5
THO funds › Thor Industries Inc TRIM 0.8% -0.2% 66.2 881,017 -83,759 5
TJX funds › TJX Cos Inc TRIM 0.8% -0.1% 65.1 429,842 -3,257 5
NEE funds › NextEra Energy Inc ADD 0.8% -0.0% 63.5 724,014 +39,616 5
VEU funds › Vanguard FTSE All-World ex-US ADD 0.8% +0.1% 63.5 758,447 +20,535 5
CFR funds › Cullen/Frost Bankers Inc ADD 0.7% +0.2% 62.3 403,055 +67,482 5
ABG funds › Asbury Automotive Group Inc TRIM 0.7% -0.0% 60.6 301,332 -7,543 5
GBCI funds › Glacier Bancorp Inc ADD 0.7% +0.2% 59.0 1,144,784 +214,317 5
AAPL funds › Apple Inc TRIM 0.7% +0.1% 58.1 200,934 -152 5
MRSH funds › Marsh & McLennan Cos Inc TRIM 0.7% -0.1% 57.2 342,975 -12,938 5
TTAN funds › ServiceTitan Inc TRIM 0.7% -0.0% 56.1 793,636 -106,476 3
BN funds › Brookfield Corp TRIM 0.7% -0.0% 55.7 1,306,755 -62,921 5
MAGG funds › Madison Aggregate Bond ETF TRIM 0.6% -0.1% 53.3 2,634,812 -89,255 5
DIVL funds › Madison Dividend Value ETF ADD 0.6% -0.0% 52.5 2,163,006 +15,547 5
JMBS funds › Janus Henderson Mortgage-Backe TRIM 0.6% -0.1% 49.8 1,106,482 -82,874 5
HONA funds › Honeywell Aerospace Inc NEW 0.6% +0.6% 49.7 224,998 +224,998 1
JPM funds › JPMorgan Chase & Co ADD 0.6% +0.1% 48.2 147,323 +5,181 5
GGG funds › Graco Inc ADD 0.6% +0.1% 46.9 620,162 +174,043 5
VFLO funds › VictoryShares Free Cash Flow E ADD 0.5% +0.3% 45.9 1,003,856 +527,136 5
META funds › Meta Platforms Inc TRIM 0.5% -0.1% 45.4 80,663 -8,609 5
ABNB funds › Airbnb Inc TRIM 0.5% +0.0% 45.3 316,309 -16,482 5
MSTI funds › Madison Short-Term Strategic I TRIM 0.5% -0.1% 44.8 2,211,990 -298,259 5
AVGO funds › Broadcom Inc ADD 0.5% +0.1% 44.6 117,956 +12,330 5
HON funds › Honeywell International Inc NEW 0.5% +0.5% 44.5 198,913 +198,913 1
VGT funds › Vanguard Information Technolog ADD 0.5% +0.1% 41.8 349,907 +300,021 5
SPY funds › SPDR S&P 500 ETF Trust TRIM 0.5% -0.1% 41.1 55,098 -13,533 5
KNSL funds › Kinsale Capital Group Inc TRIM 0.5% -0.1% 40.8 123,779 -12,999 5
BSY funds › Bentley Systems Inc ADD 0.5% +0.1% 40.8 1,365,230 +383,850 2
TYL funds › Tyler Technologies Inc TRIM 0.5% -0.2% 40.6 138,684 -21,605 2
ICE funds › Intercontinental Exchange Inc NEW 0.5% +0.5% 39.8 323,573 +323,573 1
FWONA funds › Liberty Media Corp-Liberty For ADD 0.5% +0.0% 39.8 454,871 +8 5
MSCI funds › MSCI Inc ADD 0.5% +0.0% 39.4 70,420 +6,151 4
DE funds › Deere & Co TRIM 0.5% +0.0% 38.7 60,985 -3,524 5
IJR funds › iShares Core S&P Small-Cap ETF TRIM 0.4% +0.0% 36.5 246,133 -14,330 5
JNJ funds › Johnson & Johnson TRIM 0.4% -0.0% 34.7 136,792 -4,784 5
CUSIP:26922A321 funds › Distillate US Fundamental Stab TRIM 0.4% -0.2% 32.3 538,471 -277,136 5
HD funds › Home Depot Inc TRIM 0.4% +0.0% 31.6 89,709 -1,595 5
COST funds › Costco Wholesale Corp ADD 0.4% -0.0% 31.3 33,457 +417 5
IGIB funds › iShares 5-10 Year Investment G ADD 0.4% +0.1% 31.1 584,799 +183,883 5
CVRD funds › Madison Covered Call ETF TRIM 0.4% -0.0% 30.8 1,755,000 -50,000 5
QCOM funds › QUALCOMM Inc TRIM 0.4% +0.1% 30.8 166,795 -19,795 5
JIRE funds › JPMorgan International Researc ADD 0.4% +0.1% 30.6 371,195 +35,934 4
ANET funds › Arista Networks Inc TRIM 0.4% -0.7% 30.3 178,606 -505,710 5
IJH funds › iShares Core S&P Mid-Cap ETF ADD 0.4% +0.1% 29.6 383,925 +74,865 5
IUSG funds › iShares Core S&P U.S. Growth E ADD 0.3% +0.1% 28.5 151,348 +30,069 5
XOM funds › ExxonMobil Holdings Corp NEW 0.3% +0.3% 28.4 207,414 +207,414 1
TEL funds › TE Connectivity PLC TRIM 0.3% -0.0% 27.5 136,176 -1,167 5
BLK funds › Blackrock Inc TRIM 0.3% -0.0% 27.1 28,220 -698 5
LIN funds › Linde PLC ADD 0.3% +0.0% 26.8 51,703 +1,278 5
CVX funds › Chevron Corp TRIM 0.3% -0.1% 26.4 158,990 -3,098 5
EMLC funds › VanEck J. P. Morgan EM Local C TRIM 0.3% -0.0% 26.2 1,025,001 -4,810 3
SPHY funds › State Street SPDR Portfolio Hi ADD 0.3% -0.0% 26.0 1,107,255 +35,500 5
AVEM funds › Avantis Emerging Markets Equit ADD 0.3% +0.3% 25.7 266,533 +230,756 2
CL funds › Colgate-Palmolive Co ADD 0.3% +0.0% 25.1 273,802 +24,782 5
MDY funds › SPDR S&P MidCap 400 ETF Trust TRIM 0.3% -0.2% 25.0 35,518 -23,729 5
AGG funds › iShares Core U.S. Aggregate Bo TRIM 0.3% -0.0% 25.0 252,075 -1,703 5
ITW funds › Illinois Tool Works Inc ADD 0.3% +0.0% 21.5 79,669 +7,203 5
CME funds › CME Group Inc ADD 0.2% -0.1% 20.6 93,141 +7,515 5
PEP funds › PepsiCo Inc TRIM 0.2% -0.1% 20.5 151,539 -32,916 5
ABBV funds › AbbVie Inc ADD 0.2% +0.1% 20.0 79,651 +19,282 5
ECL funds › Ecolab Inc ADD 0.2% +0.0% 19.4 69,767 +2,687 5
ASML funds › ASML Holding NV - Spons NY Reg ADD 0.2% +0.1% 19.4 9,760 +130 5
FLXR funds › TCW Flexible Income ETF ADD 0.2% +0.0% 19.3 491,484 +64,662 5
MDT funds › Medtronic PLC TRIM 0.2% -0.0% 18.6 237,625 -6,375 5
ALC funds › Alcon Inc TRIM 0.2% -0.1% 18.6 276,512 -19,609 5
VV funds › Vanguard Morningstar Large-Cap ADD 0.2% +0.0% 18.4 53,398 +3,389 5
PG funds › Procter & Gamble Co TRIM 0.2% -0.0% 18.1 123,196 -6,498 5
UNH funds › UnitedHealth Group Inc ADD 0.2% +0.1% 17.6 42,380 +834 5
SCHD funds › Schwab US Dividend Equity ETF HOLD 0.2% -0.0% 17.0 535,292 +0 5
AJG funds › Arthur J Gallagher & Co NEW 0.2% +0.2% 16.6 72,448 +72,448 1
SBGSY funds › Schneider Electric SE - Unspon ADD 0.2% +0.0% 16.1 246,582 +6,591 3
COP funds › ConocoPhillips TRIM 0.2% -0.2% 15.9 153,276 -57,332 5
EEMA funds › iShares MSCI Emerging Markets TRIM 0.2% -0.2% 15.8 135,190 -232,634 5
UNP funds › Union Pacific Corp TRIM 0.2% +0.0% 15.6 57,293 -2,317 5
IEF funds › iShares 7-10 Year Treasury Bon TRIM 0.2% -0.0% 15.4 162,986 -6,203 5
SCHR funds › Schwab Intermediate-Term U.S. TRIM 0.2% -0.1% 15.4 623,073 -156,881 5
MTDR funds › Matador Resources Co ADD 0.2% -0.0% 14.9 298,756 +18,057 5
RIG funds › Transocean Ltd HOLD 0.2% -0.1% 14.8 3,030,000 +0 5
VRTX funds › Vertex Pharmaceuticals Inc ADD 0.2% +0.0% 14.6 29,302 +1,915 5
ARMP funds › Armata Pharmaceuticals Inc TRIM 0.2% -0.1% 13.7 2,107,175 -500 2
BRKB funds › Berkshire Hathaway Inc TRIM 0.2% -0.0% 13.6 27,243 -1,132 5
ADM funds › Archer-Daniels-Midland Co HOLD 0.2% +0.0% 13.0 170,500 +0 5
SPTI funds › State Street SPDR Portfolio In TRIM 0.1% -0.0% 12.0 424,419 -7,886 5
CRM funds › salesforce.com Inc TRIM 0.1% -0.1% 12.0 76,505 -16,072 3
WDAY funds › Workday Inc ADD 0.1% -0.0% 11.8 96,659 +8,878 3
APD funds › Air Products & Chemicals Inc TRIM 0.1% -0.0% 11.7 39,912 -699 5
BAC funds › Bank of America Corp TRIM 0.1% +0.0% 11.7 204,534 -405 5
MCD funds › McDonald's Corp TRIM 0.1% -0.0% 11.6 42,878 -1,504 5
ADP funds › Automatic Data Processing Inc ADD 0.1% +0.0% 10.8 48,439 +7,164 5
QLTA funds › iShares Aaa - A Rated Corporat ADD 0.1% +0.0% 10.8 226,700 +28,947 5
KBE funds › State Street SPDR S&P Bank ETF TRIM 0.1% -0.1% 10.8 157,868 -178,063 5
APA funds › APA Corp HOLD 0.1% -0.0% 10.7 328,600 +0 5
SEZL funds › Sezzle Inc TRIM 0.1% +0.1% 10.6 61,679 -1,159 4
EOG funds › EOG Resources Inc TRIM 0.1% -0.0% 10.5 80,794 -4,467 5
SPMD funds › State Street SPDR Portfolio S& ADD 0.1% +0.1% 10.2 150,364 +98,969 5
FAST funds › Fastenal Co TRIM 0.1% -0.0% 10.0 209,174 -8,314 5
WST funds › West Pharmaceutical Services I NEW 0.1% +0.1% 9.9 27,574 +27,574 1
VGK funds › Vanguard FTSE Europe ETF TRIM 0.1% -0.0% 9.5 106,755 -42,652 5
FCX funds › Freeport-McMoRan Inc ADD 0.1% +0.0% 8.7 137,797 +55,575 5
LVS funds › Las Vegas Sands Corp ADD 0.1% -0.0% 8.6 185,500 +23,000 5
TSM funds › Taiwan Semiconductor Manufactu TRIM 0.1% +0.0% 8.5 17,721 -68 5
VFH funds › Vanguard Financials ETF TRIM 0.1% +0.0% 8.5 64,266 -1,186 5
SPYM funds › State Street SPDR Portfolio S& ADD 0.1% +0.0% 8.3 94,837 +4,657 5
XLV funds › State Street Health Care Selec NEW 0.1% +0.1% 8.3 52,330 +52,330 1
STZ funds › Constellation Brands Inc HOLD 0.1% -0.0% 8.2 58,900 +0 5
KN funds › Knowles Corp TRIM 0.1% +0.0% 8.2 197,472 -9,879 5
MS funds › Morgan Stanley TRIM 0.1% +0.0% 7.9 37,780 -5,010 5
QLTY funds › GMO US Quality ETF ADD 0.1% +0.0% 7.8 188,161 +2,217 5
VUG funds › Vanguard Morningstar Growth ET ADD 0.1% +0.0% 7.4 85,913 +73,714 5
EHC funds › Encompass Health Corp ADD 0.1% +0.0% 7.3 72,599 +102 5
MLPA funds › Global X MLP ETF TRIM 0.1% -0.0% 7.3 138,095 -48,000 5
HAYW funds › Hayward Holdings Inc ADD 0.1% +0.0% 7.3 420,701 +598 5
SMG funds › Scotts Miracle-Gro Co/The ADD 0.1% +0.0% 7.2 105,163 +150 5
ADBE funds › Adobe Inc TRIM 0.1% -0.0% 7.1 34,654 -31 5
IEFA funds › iShares Core MSCI EAFE ETF ADD 0.1% +0.0% 7.0 72,252 +37,688 5
AES funds › AES Corp/VA TRIM Common Stock 0.1% -0.0% 6.6 447,000 -103,000 5
TMUS funds › T-Mobile US Inc ADD 0.1% -0.0% 6.4 38,112 +12 5
NEM funds › Newmont Corp ADD 0.1% +0.0% 6.3 67,500 +27,000 2
PYPL funds › PayPal Holdings Inc HOLD 0.1% -0.0% 6.3 144,800 +0 5
IVV funds › iShares Core S&P 500 ETF ADD 0.1% +0.0% 6.1 8,152 +774 5
WM funds › Waste Management Inc ADD 0.1% +0.1% 6.0 26,751 +22,332 5
PFE funds › Pfizer Inc HOLD 0.1% -0.0% 5.8 242,132 +0 5
NVDA funds › NVIDIA Corp ADD 0.1% +0.0% 5.6 27,969 +2,298 5
CNM funds › Core & Main Inc ADD 0.1% -0.0% 5.6 115,865 +167 5
HQY funds › HealthEquity Inc ADD 0.1% +0.0% 5.5 60,491 +86 5
ROK funds › Rockwell Automation Inc TRIM 0.1% +0.0% 5.4 10,967 -532 5
FISV funds › Fiserv Inc HOLD 0.1% -0.0% 5.4 110,600 +0 5
ELV funds › Elevance Health Inc TRIM 0.1% +0.0% 5.3 13,746 -1,176 5
EMR funds › Emerson Electric Co NEW 0.1% +0.1% 5.3 36,893 +36,893 1
GOOGL funds › Alphabet Inc TRIM 0.1% +0.0% 5.1 14,214 -79 5
CVS funds › CVS Health Corp TRIM 0.1% -0.1% 5.0 48,550 -78,100 5
WY funds › Weyerhaeuser Co HOLD 0.1% -0.0% 5.0 207,000 +0 4
HSY funds › Hershey Co/The TRIM 0.1% -0.0% 4.9 28,026 -1,576 5
PAVE funds › Global X US Infrastructure Dev ADD 0.1% +0.0% 4.8 81,210 +156 2
CVLT funds › CommVault Systems Inc TRIM 0.1% +0.0% 4.7 33,284 -175 5
MRAAY funds › Murata Manufacturing Co Ltd - TRIM 0.1% +0.0% 4.7 128,609 -60,420 5
AMT funds › American Tower Corp TRIM 0.1% -0.0% 4.6 28,300 -268 5
XLE funds › Energy Select Sector SPDR Fund NEW 0.1% +0.1% 4.6 85,919 +85,919 1
ACN funds › Accenture PLC TRIM 0.1% -0.2% 4.5 36,225 -50,273 5
TCBI funds › Texas Capital Bancshares Inc ADD 0.1% +0.0% 4.4 43,065 +62 5
WK funds › Workiva Inc ADD 0.1% +0.0% 4.4 89,980 +28,228 5
GWW funds › WW Grainger Inc TRIM 0.1% +0.0% 4.3 3,125 -46 5
AMGN funds › Amgen Inc TRIM 0.0% -0.0% 4.2 11,539 -13 5
IQLT funds › iShares MSCI International Qua TRIM 0.0% +0.0% 4.1 83,599 -192 5
CR funds › Crane Co ADD 0.0% +0.0% 4.1 18,215 +26 5
GTLB funds › Gitlab Inc ADD 0.0% +0.0% 4.1 133,025 +23,564 3
IEI funds › iShares 3-7 Year Treasury Bond TRIM 0.0% -0.0% 4.1 34,571 -2,837 5
AZN funds › AstraZeneca PLC TRIM 0.0% -0.0% 4.0 21,310 -126 2
PLD funds › Prologis Inc ADD 0.0% +0.0% 4.0 29,581 +2,365 3
LSRCY funds › Lasertec Corp - Unspons ADR TRIM 0.0% +0.0% 4.0 62,444 -326 5
ENTG funds › Entegris Inc TRIM 0.0% +0.0% 3.9 21,906 -6,928 5
SNPS funds › Synopsys Inc ADD 0.0% +0.0% 3.9 8,818 +18 2
FLJP funds › Franklin FTSE Japan ETF TRIM 0.0% -0.0% 3.9 98,512 -116,818 5
CCJ funds › Cameco Corp TRIM 0.0% -0.0% 3.9 38,420 -3,755 5
VFC funds › VF Corp ADD 0.0% -0.0% 3.9 234,571 +334 5
AAON funds › AAON Inc ADD Common Stock 0.0% +0.0% 3.9 30,486 +44 3
DRS funds › Leonardo DRS Inc ADD 0.0% -0.0% 3.8 90,165 +129 5
POWI funds › Power Integrations Inc TRIM 0.0% -0.0% 3.8 45,678 -57,204 5
EADSY funds › Airbus SE - Unspons ADR ADD 0.0% +0.0% 3.8 68,768 +6,661 5
THG funds › Hanover Insurance Group Inc/Th ADD 0.0% +0.0% 3.8 17,777 +25 5
CRL funds › Charles River Laboratories Int ADD 0.0% +0.0% 3.8 16,777 +25 4
NU funds › NU Holdings Ltd ADD 0.0% +0.0% 3.7 280,542 +63,094 4
VOO funds › Vanguard S&P 500 ETF TRIM 0.0% +0.0% 3.7 5,323 -119 5
BOX funds › Box Inc TRIM 0.0% +0.0% 3.6 136,011 -708 5
EPC funds › Edgewell Personal Care Co ADD 0.0% +0.0% 3.6 133,998 +189 5
TOELY funds › Tokyo Electron Ltd - Unspons A ADD 0.0% +0.0% 3.6 14,759 +1,775 3
REGN funds › Regeneron Pharmaceuticals Inc TRIM 0.0% -0.0% 3.6 5,729 -55 5
BINV funds › Brandes International ETF ADD 0.0% +0.0% 3.6 85,134 +6,273 4
AXS funds › Axis Capital Holdings Ltd TRIM 0.0% -0.0% 3.5 32,829 -3,190 5
PRMB funds › Primo Brands Corp ADD 0.0% +0.0% 3.5 143,301 +205 5
CTS funds › CTS Corp TRIM 0.0% -0.0% 3.5 53,724 -18,420 5
DLTH funds › Duluth Holdings Inc HOLD 0.0% +0.0% 3.4 762,777 +0 5
MIR funds › Mirion Technologies Inc ADD 0.0% +0.0% 3.4 190,001 +65,678 3
NKE funds › NIKE Inc TRIM 0.0% -0.0% 3.4 82,102 -11,282 5
SPTS funds › State Street SPDR Portfolio Sh TRIM 0.0% -0.0% 3.4 115,561 -26,374 5
TCEHY funds › Tencent Holdings Ltd - Unspons ADD 0.0% +0.0% 3.3 60,205 +21,770 5
HXL funds › Hexcel Corp ADD 0.0% +0.0% 3.3 32,683 +46 4
SHAK funds › Shake Shack Inc ADD 0.0% -0.0% 3.2 57,938 +83 5
SYK funds › Stryker Corp NEW 0.0% +0.0% 3.2 10,231 +10,231 1
MAIR funds › Madison Air Solutions Corp NEW 0.0% +0.0% 3.2 82,427 +82,427 1
MUFG funds › Mitsubishi UFJ Financial Group TRIM 0.0% +0.0% 3.2 158,993 -843 5
WMMVY funds › Wal-Mart de Mexico SAB de CV - ADD 0.0% +0.0% 3.1 105,001 +14,675 5
PNGAY funds › Ping An Insurance Group Co of TRIM 0.0% -0.0% 3.1 236,046 -1,089 5
VIAV funds › Viavi Solutions Inc TRIM 0.0% -0.0% 3.1 64,137 -28,411 3
MRK funds › Merck & Co Inc TRIM 0.0% +0.0% 3.1 23,786 -105 5
WMS funds › Advanced Drainage Systems Inc ADD 0.0% +0.0% 3.1 19,452 +28 5
EXTR funds › Extreme Networks Inc NEW 0.0% +0.0% 3.0 93,797 +93,797 1
PCOR funds › Procore Technologies Inc ADD 0.0% +0.0% 3.0 74,738 +35,380 2
AAGIY funds › AIA Group Ltd - Spons ADR TRIM ADR 0.0% -0.0% 3.0 82,009 -410 5
YUMC funds › Yum China Holdings Inc ADD 0.0% +0.0% 3.0 73,095 +38,954 4
CMCSA funds › Comcast Corp TRIM 0.0% -0.0% 3.0 120,300 -221 5
RVLV funds › Revolve Group Inc ADD 0.0% -0.0% 2.9 128,699 +180 5
KRYAY funds › Kerry Group PLC - Spons ADR ADD 0.0% +0.0% 2.9 31,751 +113 5
VIG funds › Vanguard Dividend Appreciation ADD 0.0% +0.0% 2.8 12,022 +751 5
GVI funds › iShares Intermediate Governmen ADD 0.0% +0.0% 2.8 26,482 +15,331 2
ADDYY funds › adidas AG - Spons ADR ADD 0.0% +0.0% 2.8 27,345 +3,220 5
SCCO funds › Southern Copper Corp ADD 0.0% -0.0% 2.8 15,900 +130 5
BWIN funds › Baldwin Insurance Group Inc/Th ADD 0.0% +0.0% 2.8 103,470 +146 5
RSP funds › Invesco S&P 500 Equal Weight E ADD 0.0% +0.0% 2.7 12,760 +4,061 3
SIEGY funds › Siemens AG - Spons ADR TRIM 0.0% +0.0% 2.7 16,806 -87 5
ICUI funds › ICU Medical Inc ADD 0.0% +0.0% 2.7 18,088 +27 2
MWA funds › Mueller Water Products Inc ADD 0.0% -0.0% 2.6 101,148 +141 5
DSMC funds › Distillate Small/Mid Cash Flow ADD 0.0% +0.0% 2.6 64,391 +2,325 5
USB funds › U.S. Bancorp TRIM 0.0% +0.0% 2.6 42,418 -1,723 5
DSNKY funds › Daiichi Sankyo Co Ltd - Spons TRIM 0.0% -0.0% 2.5 157,556 -274 5
KO funds › Coca-Cola Co TRIM 0.0% +0.0% 2.5 30,702 -25 5
HDB funds › HDFC Bank Ltd - Spons ADR TRIM 0.0% -0.0% 2.5 95,877 -396 5
SITE funds › SiteOne Landscape Supply Inc ADD 0.0% +0.0% 2.4 21,075 +8,029 2
AMPL funds › Amplitude Inc TRIM 0.0% +0.0% 2.4 312,399 -1,661 3
FORM funds › FormFactor Inc TRIM 0.0% -0.0% 2.4 14,808 -9,299 5
PUK funds › Prudential PLC - Spons ADR TRIM 0.0% -0.0% 2.4 88,248 -418 5
EXP funds › Eagle Materials Inc ADD 0.0% +0.0% 2.4 10,462 +17 4
SCBFY funds › Standard Chartered PLC - Unspo ADD 0.0% +0.0% 2.3 42,447 +5,154 4
INDI funds › indie Semiconductor Inc NEW 0.0% +0.0% 2.3 514,463 +514,463 1
ITUB funds › Itau Unibanco Holding SA - Spo TRIM 0.0% -0.0% 2.3 280,063 -1,453 5
CXT funds › Crane NXT Co TRIM 0.0% +0.0% 2.3 44,650 -230 5
CP funds › Canadian Pacific Kansas City L TRIM 0.0% +0.0% 2.3 26,311 -117 5
PKW funds › Invesco BuyBack Achievers ETF HOLD 0.0% +0.0% 2.2 15,839 +0 5
VCEL funds › Vericel Corp ADD 0.0% +0.0% 2.2 50,116 +70 3
DQJCY funds › Pan Pacific International Hold ADD 0.0% -0.0% 2.2 215,902 +27,240 5
NXPI funds › NXP Semiconductors NV ADD 0.0% +0.0% 2.2 7,753 +12 5
IRM funds › Iron Mountain Inc HOLD 0.0% +0.0% 2.2 17,052 +0 5
CABGY funds › Carlsberg AS - Spons ADR TRIM 0.0% -0.0% 2.1 79,978 -412 5
BG funds › Bunge Global SA ADD 0.0% +0.0% 2.1 19,456 +13,487 2
SDY funds › SPDR S&P Dividend ETF ADD 0.0% +0.0% 2.0 13,236 +98 5
NHYDY funds › Norsk Hydro ASA - Spons ADR TRIM 0.0% -0.0% 2.0 217,421 -33,689 5
SAP funds › SAP SE - Spons ADR ADD 0.0% +0.0% 2.0 12,686 +3,703 5
GMAB funds › Genmab A/S - Spons ADR TRIM 0.0% -0.0% 1.9 70,781 -189 5
SPGI funds › S&P Global Inc ADD 0.0% +0.0% 1.9 4,766 +1,166 5
SHECY funds › Shin-Etsu Chemical Co Ltd - Un TRIM 0.0% +0.0% 1.9 88,343 -343 5
BCD funds › abrdn Bloomberg All Commodity ADD 0.0% +0.0% 1.9 55,844 +10,120 4
FNDX funds › Schwab Fundamental U.S. Large HOLD 0.0% +0.0% 1.9 60,771 +0 5
BDC funds › Belden Inc NEW 0.0% +0.0% 1.8 15,336 +15,336 1
OLLI funds › Ollie's Bargain Outlet Holding ADD 0.0% -0.0% 1.8 23,042 +32 5
CE funds › Celanese Corp NEW 0.0% +0.0% 1.8 38,427 +38,427 1
IWM funds › iShares Russell 2000 ETF HOLD 0.0% +0.0% 1.8 5,855 +0 5
FMX funds › Fomento Economico Mexicano SAB TRIM 0.0% -0.0% 1.7 13,499 -3,182 5
WSE funds › Wise Group PLC NEW 0.0% +0.0% 1.7 144,869 +144,869 1
SXYAY funds › Sika AG - Unspons ADR ADD 0.0% +0.0% 1.7 81,533 +205 5
PRDSY funds › PRADA SpA - Unspons ADR ADD 0.0% +0.0% 1.6 163,473 +31,821 5
INFY funds › Infosys Ltd - Spons ADR ADD 0.0% -0.0% 1.6 154,225 +30,037 5
IWR funds › iShares Russell Mid-Cap ETF ADD 0.0% +0.0% 1.6 14,618 +4,864 5
CUSIP:497216101 funds › KION Group AG - Unspons ADR TRIM 0.0% -0.0% 1.6 145,417 -784 5
SONY funds › Sony Group Corp - Spons ADR TRIM 0.0% -0.0% 1.6 79,324 -388 5
TRYIY funds › Toray Industries Inc - Unspons TRIM 0.0% -0.0% 1.6 113,406 -609 5
PANW funds › Palo Alto Networks Inc ADD 0.0% +0.0% 1.6 4,572 +66 2
SFGYY funds › Sony Financial Group Inc - Uns ADD 0.0% -0.0% 1.5 355,678 +1,234 3
SHEL funds › Shell PLC - Spons ADR ADD 0.0% -0.0% 1.5 19,742 +3,628 5
LZAGY funds › Lonza Group AG - Unspons ADR TRIM 0.0% +0.0% 1.5 22,283 -118 5
SLB funds › SLB Ltd HOLD 0.0% -0.0% 1.5 32,065 +0 3
CMI funds › Cummins Inc TRIM 0.0% -0.0% 1.5 2,048 -7,538 5
AIQUY funds › Air Liquide SA - Unspons ADR ADD 0.0% -0.0% 1.4 35,520 +2,947 5
WSC funds › WillScot Holdings Corp ADD 0.0% +0.0% 1.3 45,772 +67 5
ADYEY funds › Adyen NV - Unspons ADR ADD 0.0% +0.0% 1.3 140,879 +26,226 2
CAT funds › Caterpillar Inc TRIM 0.0% -0.0% 1.3 1,223 -576 5
VCSH funds › Vanguard Short-Term Corporate TRIM 0.0% -0.1% 1.3 16,090 -74,562 5
IWF funds › iShares Russell 1000 Growth ET ADD 0.0% +0.0% 1.2 9,760 +7,320 5
NGLOY funds › Anglo American PLC - Spons ADR ADD 0.0% +0.0% 1.2 48,297 +175 2
HESAY funds › Hermes International SCA - Uns TRIM 0.0% -0.0% 1.2 6,452 -6 5
DTEGY funds › Deutsche Telekom AG - Spons AD TRIM 0.0% -0.0% 1.1 41,314 -33,416 5
CSCO funds › Cisco Systems Inc ADD 0.0% +0.0% 1.0 8,383 +126 5
LUMN funds › Lumen Technologies Inc HOLD 0.0% +0.0% 1.0 124,000 +0 5
STT funds › State Street Corp TRIM 0.0% +0.0% 0.9 5,538 -38 3
GD funds › General Dynamics Corp HOLD 0.0% -0.0% 0.9 2,630 +0 5
AFL funds › Aflac Inc ADD Common Stock 0.0% +0.0% 0.9 7,811 +4,506 5
WFC funds › Wells Fargo & Co TRIM 0.0% -0.0% 0.9 10,950 -461 5
OLN funds › Olin Corp TRIM 0.0% -0.0% 0.9 45,501 -51,156 5
GRMN funds › Garmin Ltd TRIM 0.0% -0.0% 0.9 3,651 -148 5
VB funds › Vanguard Morningstar Small-Cap TRIM 0.0% +0.0% 0.8 2,683 -210 5
MA funds › Mastercard Inc ADD 0.0% +0.0% 0.8 1,465 +18 5
IEMG funds › iShares Core MSCI Emerging Mar HOLD 0.0% +0.0% 0.7 9,030 +0 3
SCHF funds › Schwab International Equity ET HOLD 0.0% +0.0% 0.7 25,380 +0 5
ETN funds › Eaton Corp PLC ADD 0.0% +0.0% 0.7 1,645 +649 2
RTX funds › Raytheon Technologies Corp ADD 0.0% -0.0% 0.7 3,572 +18 5
TRV funds › Travelers Cos Inc TRIM 0.0% +0.0% 0.6 1,798 -124 5
MKL funds › Markel Corp ADD 0.0% -0.0% 0.5 281 +2 5
ALL funds › Allstate Corp TRIM 0.0% -0.0% 0.5 2,285 -3,624 5
ABT funds › Abbott Laboratories TRIM 0.0% -0.1% 0.5 5,989 -76,151 5
VZ funds › Verizon Communications Inc ADD 0.0% -0.0% 0.5 12,828 +2 3
AIQ funds › Global X Artificial Intelligen HOLD 0.0% +0.0% 0.5 8,173 +0 5
GILD funds › Gilead Sciences Inc HOLD 0.0% -0.0% 0.5 4,000 +0 5
XSHQ funds › Invesco S&P SmallCap Quality E TRIM 0.0% -0.0% 0.5 10,428 -10,888 5
BA funds › Boeing Co/The HOLD 0.0% +0.0% 0.5 2,290 +0 2
IWP funds › iShares Russell Mid-Cap Growth HOLD 0.0% +0.0% 0.5 3,078 +0 5
LNT funds › Alliant Energy Corp TRIM 0.0% -0.0% 0.4 5,883 -548 5
IWB funds › iShares Russell 1000 ETF HOLD 0.0% +0.0% 0.4 1,067 +0 5
IWO funds › iShares Russell 2000 Growth ET HOLD 0.0% +0.0% 0.4 1,032 +0 5
VO funds › Vanguard Morningstar Mid-Cap E ADD 0.0% -0.0% 0.4 4,808 +3,268 5
STX funds › Seagate Technology Holdings PL NEW 0.0% +0.0% 0.4 400 +400 1
NUE funds › Nucor Corp HOLD 0.0% +0.0% 0.4 1,679 +0 5
NSRGY funds › Nestle SA - Spons ADR TRIM 0.0% -0.0% 0.4 3,597 -43 5
VWO funds › Vanguard FTSE Emerging Markets HOLD 0.0% +0.0% 0.3 5,851 +0 5
GLW funds › Corning Inc TRIM 0.0% +0.0% 0.3 1,361 -237 2
WMT funds › Walmart Inc HOLD 0.0% -0.0% 0.3 3,012 +0 5
MBB funds › iShares MBS ETF HOLD 0.0% -0.0% 0.3 3,519 +0 5
JUST funds › Goldman Sachs JUST US Large Ca HOLD 0.0% +0.0% 0.3 2,916 +0 3
BMO funds › Bank of Montreal HOLD 0.0% +0.0% 0.3 1,702 +0 4
QQQ funds › Invesco QQQ Trust Series 1 HOLD 0.0% +0.0% 0.3 400 +0 5
COF funds › Capital One Financial Corp TRIM 0.0% -0.0% 0.3 1,421 -1,507 5
MGEE funds › MGE Energy Inc HOLD 0.0% +0.0% 0.3 3,138 +0 5
ORCL funds › Oracle Corp TRIM 0.0% -0.0% 0.3 1,727 -744 5
PM funds › Philip Morris International In HOLD 0.0% +0.0% 0.3 1,393 +0 5
MO funds › Altria Group Inc HOLD 0.0% +0.0% 0.2 3,230 +0 2
TFLO funds › iShares Treasury Floating Rate TRIM 0.0% -0.0% 0.2 4,473 -30 5
CSX funds › CSX Corp TRIM 0.0% -0.0% 0.2 4,475 -1,713 5
IWS funds › iShares Russell Mid-Cap Value NEW 0.0% +0.0% 0.2 1,234 +1,234 1
BX funds › Blackstone Group Inc/The NEW 0.0% +0.0% 0.2 1,721 +1,721 1
CUSIP:438516106 funds › Honeywell International Inc EXIT 0.0% -0.9% 0.0 0 -306,928 0
SBUX funds › Starbucks Corp EXIT 0.0% -0.0% 0.0 0 -2,381 0
EZU funds › iShares MSCI Eurozone ETF EXIT 0.0% -0.1% 0.0 0 -82,862 0
BMY funds › Bristol-Myers Squibb Co EXIT 0.0% -0.0% 0.0 0 -3,712 0
QUAL funds › iShares MSCI USA Quality Facto EXIT 0.0% -0.0% 0.0 0 -2,309 0
SMPL funds › Simply Good Foods Co/The EXIT 0.0% -0.0% 0.0 0 -143,206 0
OPCH funds › Option Care Health Inc EXIT 0.0% -0.1% 0.0 0 -162,223 0
INTU funds › Intuit Inc EXIT 0.0% -0.1% 0.0 0 -25,264 0
J funds › Jacobs Solutions Inc EXIT 0.0% -0.0% 0.0 0 -1,756 0
LBRDK funds › Liberty Broadband Corp EXIT 0.0% -0.7% 0.0 0 -1,188,921 0
AEM funds › Agnico Eagle Mines Ltd EXIT 0.0% -0.0% 0.0 0 -7,035 0
CUSIP:30231G102 funds › Exxon Mobil Corp EXIT 0.0% -0.4% 0.0 0 -212,258 0
OSW funds › OneSpaWorld Holdings Ltd EXIT 0.0% -0.0% 0.0 0 -84,681 0
IBIT funds › iShares Bitcoin Trust ETF EXIT 0.0% -0.0% 0.0 0 -5,375 0
NTR funds › Nutrien Ltd EXIT 0.0% -0.0% 0.0 0 -13,077 0
BABA funds › Alibaba Group Holding Ltd - Sp EXIT 0.0% -0.0% 0.0 0 -29,010 0
WEC funds › WEC Energy Group Inc EXIT 0.0% -0.0% 0.0 0 -5,485 0
EFX funds › Equifax Inc EXIT 0.0% -0.2% 0.0 0 -70,191 0
MCHP funds › Microchip Technology Inc EXIT 0.0% -0.1% 0.0 0 -147,781 0
FLEU funds › Franklin FTSE Eurozone ETF EXIT 0.0% -0.0% 0.0 0 -11,489 0
RACE funds › Ferrari NV EXIT 0.0% -0.0% 0.0 0 -5,122 0
CUSIP:97725Q102 funds › Wise PLC - Spons ADR EXIT 0.0% -0.0% 0.0 0 -116,161 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 8,387 347 0.11 23% 0.012 0.625 in
2026Q1 8,064 349 0.10 24% 0.012 0.674 in
2025Q4 8,690 341 0.10 25% 0.013 0.634 in
2025Q3 9,068 336 0.08 26% 0.014 0.702 in
2025Q2 9,260 338 0.10 27% 0.014 0.716 entered
2025Q1 8,975 349 0.00 26% 0.014 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