Fund Universe

Cadence Bank

CIK 0001299939 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.688
AUM ($M)
1,709
Positions
332
Turnover
0.05
Top-10 wt
42%
Herfindahl
0.026
History (qtrs)
4
Excess Return
+4.4%

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Holdings · 358 positions · portfolio value $1,709M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MUSA funds › MURPHY USA INC HOLD 9.8% +0.0% 167.3 414,675 +0 3
MGC funds › VANGUARD WORLD FD ADD 6.4% +0.0% 109.1 434,553 +3,669 3
AVGO funds › BROADCOM INC ADD 4.5% +0.1% 76.6 221,316 +263 3
MSFT funds › MICROSOFT CORP ADD 4.0% -0.4% 68.5 141,633 +2,743 3
AAPL funds › APPLE INC TRIM 3.3% +0.1% 56.0 206,016 -519 3
MUR funds › MURPHY OIL CORP TRIM 3.2% +0.2% 54.6 1,748,585 -4,950 3
CUSIP:12740C103 funds › CADENCE BANK ADD 3.2% +0.4% 54.6 1,274,998 +58,152 3
GOOGL funds › ALPHABET INC ADD 2.8% +0.6% 47.9 152,900 +1,454 3
WMT funds › WALMART INC ADD 2.4% +0.1% 40.3 361,589 +5,990 3
NVDA funds › NVIDIA CORPORATION TRIM 2.2% -0.2% 38.0 203,697 -7,569 3
AMAT funds › APPLIED MATLS INC ADD 1.8% +0.3% 30.0 116,833 +1,465 3
ACWX funds › ISHARES TR ADD 1.7% +0.0% 29.4 437,986 +14,011 3
SPY funds › SPDR S&P 500 ETF TR ADD 1.6% +0.0% 26.9 39,402 +936 3
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 1.5% -0.0% 24.8 206,171 -7,461 3
VO funds › VANGUARD INDEX FDS ADD 1.4% -0.0% 24.6 84,854 +1,765 3
RTX funds › RTX CORPORATION ADD 1.4% +0.1% 24.1 131,390 +92 3
VB funds › VANGUARD INDEX FDS ADD 1.3% +0.1% 23.0 89,357 +5,408 3
PG funds › PROCTER AND GAMBLE CO ADD 1.2% -0.1% 19.8 138,301 +304 3
PRU funds › PRUDENTIAL FINL INC TRIM 1.2% +0.0% 19.7 174,482 -4,559 3
BND funds › VANGUARD BD INDEX FDS ADD 1.1% +0.1% 18.2 245,309 +25,949 3
TFC funds › TRUIST FINL CORP ADD 1.0% +0.1% 17.4 352,761 +16,792 3
KMI funds › KINDER MORGAN INC DEL ADD 1.0% -0.1% 17.3 630,146 +7,471 3
JPM funds › JPMORGAN CHASE & CO. TRIM 1.0% -0.0% 16.6 51,652 -858 3
CSCO funds › CISCO SYS INC ADD 1.0% +0.1% 16.4 213,057 +3,757 3
PEP funds › PEPSICO INC ADD 0.9% +0.0% 15.3 106,439 +4,006 3
ABBV funds › ABBVIE INC ADD 0.8% -0.0% 14.5 63,344 +224 3
MCD funds › MCDONALDS CORP ADD 0.8% +0.1% 13.3 43,545 +6,830 3
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.7% +0.1% 12.6 232,856 +3,655 3
VOO funds › VANGUARD INDEX FDS ADD 0.7% +0.1% 12.5 19,888 +2,346 3
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.7% +0.1% 12.2 195,398 +13,195 3
LLY funds › ELI LILLY & CO TRIM 0.7% +0.1% 11.1 10,349 -1,042 3
NKE funds › NIKE INC TRIM 0.6% -0.1% 10.7 168,458 -99 3
QSR funds › RESTAURANT BRANDS INTL INC ADD 0.6% +0.0% 10.4 152,079 +1,442 3
BEN funds › FRANKLIN RESOURCES INC ADD 0.6% +0.0% 10.3 433,043 +2,718 3
FDX funds › FEDEX CORP ADD 0.6% +0.1% 9.9 34,268 +352 3
TROW funds › PRICE T ROWE GROUP INC ADD 0.6% -0.0% 9.7 94,702 +1,490 3
DELL funds › DELL TECHNOLOGIES INC ADD 0.6% -0.1% 9.6 76,064 +2,084 3
FLOT funds › ISHARES TR ADD 0.6% +0.0% 9.5 186,973 +9,914 3
COLB funds › COLUMBIA BKG SYS INC ADD 0.5% +0.0% 9.4 336,130 +2,366 2 +12.3%
PM funds › PHILIP MORRIS INTL INC ADD 0.5% -0.0% 9.4 58,479 +441 3
AMZN funds › AMAZON COM INC TRIM 0.5% +0.0% 9.4 40,520 -89 3
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.5% +0.1% 9.0 157,709 +27,619 3
MTN funds › VAIL RESORTS INC TRIM 0.5% -0.1% 8.8 65,986 -2,349 3
NTR funds › NUTRIEN LTD ADD 0.5% +0.0% 8.5 137,195 +1,061 3
GD funds › GENERAL DYNAMICS CORP TRIM 0.5% -0.3% 8.2 24,424 -14,332 3
SIRI funds › SIRIUSXM HOLDINGS INC TRIM 0.5% -0.1% 7.7 384,859 -23,041 3
TTE funds › TOTALENERGIES SE NEW 0.4% +0.4% 7.6 115,614 +115,614 1 +32.3%
MDT funds › MEDTRONIC PLC TRIM 0.4% -0.0% 7.4 77,003 -529 3
QCOM funds › QUALCOMM INC ADD 0.4% +0.0% 7.4 43,185 +556 3
BAC funds › BANK AMERICA CORP ADD 0.4% +0.0% 7.4 133,752 +11,839 3
UPS funds › UNITED PARCEL SERVICE INC ADD 0.4% +0.1% 7.3 73,477 +3,248 3
LOW funds › LOWES COS INC ADD 0.4% -0.0% 7.3 30,124 +919 3
KNTK funds › KINETIK HOLDINGS INC TRIM 0.4% -0.1% 6.7 187,136 -202 3 -2.7%
FHI funds › FEDERATED HERMES INC ADD 0.4% -0.0% 6.7 128,345 +323 3
EFA funds › ISHARES TR TRIM 0.4% -0.0% 6.7 69,369 -231 3
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.4% +0.0% 6.6 114,044 +13,746 3
MA funds › MASTERCARD INCORPORATED TRIM 0.4% -0.0% 6.5 11,424 -274 3
PFE funds › PFIZER INC TRIM 0.4% -0.1% 6.5 261,420 -27,740 3
EOG funds › EOG RES INC ADD 0.4% -0.0% 6.1 57,648 +573 3
LW funds › LAMB WESTON HLDGS INC ADD 0.4% -0.1% 6.1 144,470 +1,557 3
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% +0.0% 6.0 28,770 -528 3
V funds › VISA INC TRIM 0.3% -0.0% 5.9 16,763 -886 3
CVX funds › CHEVRON CORP NEW TRIM 0.3% -0.0% 5.7 37,640 -737 3
IWF funds › ISHARES TR TRIM 0.3% -0.0% 5.7 12,068 -207 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.3% +0.0% 5.4 18,264 +134 3
DPZ funds › DOMINOS PIZZA INC ADD 0.3% -0.0% 5.3 12,818 +104 3
HD funds › HOME DEPOT INC ADD 0.3% -0.1% 5.3 15,380 +78 3
VOYA funds › VOYA FINANCIAL INC ADD 0.3% +0.1% 5.3 70,770 +21,471 3 +13.7%
SYY funds › SYSCO CORP ADD 0.3% -0.0% 5.1 69,798 +1,168 3
HPQ funds › HP INC TRIM 0.3% -0.1% 4.8 215,967 -3,996 3
ABT funds › ABBOTT LABS TRIM 0.3% -0.0% 4.8 38,006 -35 3
LRCX funds › LAM RESEARCH CORP ADD 0.3% +0.1% 4.8 27,798 +865 3
COF funds › CAPITAL ONE FINL CORP ADD 0.3% +0.0% 4.7 19,493 +202 3
RDIV funds › INVESCO EXCH TRADED FD TR II TRIM 0.3% -0.0% 4.6 88,720 -800 3
AMP funds › AMERIPRISE FINL INC ADD 0.3% -0.0% 4.5 9,087 +74 3
PWR funds › QUANTA SVCS INC TRIM 0.3% -0.0% 4.4 10,356 -111 3
ANET funds › ARISTA NETWORKS INC ADD 0.3% -0.0% 4.4 33,321 +88 3
GOOG funds › ALPHABET INC TRIM 0.2% +0.0% 4.1 13,193 -2,315 3
MRK funds › MERCK & CO INC ADD 0.2% +0.0% 4.1 39,068 +309 3
CUBE funds › CUBESMART NEW 0.2% +0.2% 4.0 112,150 +112,150 1 +3.7%
VTI funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 3.9 11,735 +81 3
KO funds › COCA COLA CO TRIM 0.2% -0.0% 3.9 55,907 -8,462 3
UNP funds › UNION PAC CORP TRIM 0.2% -0.0% 3.9 16,856 -361 3
MCK funds › MCKESSON CORP TRIM 0.2% +0.0% 3.9 4,702 -13 3
APH funds › AMPHENOL CORP NEW ADD 0.2% +0.0% 3.8 28,322 +104 3
TSM funds › TAIWAN SEMICONDUCTOR MFG LTD ADD 0.2% +0.0% 3.7 12,041 +488 3
ZTS funds › ZOETIS INC NEW 0.2% +0.2% 3.6 28,756 +28,756 1 -70.9%
GS funds › GOLDMAN SACHS GROUP INC ADD 0.2% +0.0% 3.6 4,104 +649 3
HMC funds › HONDA MOTOR LTD ADD 0.2% -0.0% 3.5 117,801 +1,874 3
CMI funds › CUMMINS INC ADD 0.2% +0.0% 3.4 6,660 +5 3
IVW funds › ISHARES TR TRIM 0.2% -0.0% 3.3 26,964 -7 3
NSC funds › NORFOLK SOUTHN CORP ADD 0.2% -0.0% 3.3 11,316 +47 3
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.2% +0.0% 3.3 38,907 +3,634 3
IVE funds › ISHARES TR ADD 0.2% -0.0% 3.2 15,054 +56 3
IJH funds › ISHARES TR ADD 0.2% +0.0% 3.2 48,369 +4,031 3
ETN funds › EATON CORP PLC TRIM 0.2% -0.0% 3.2 9,897 -61 3
COST funds › COSTCO WHSL CORP NEW ADD 0.2% -0.0% 3.1 3,648 +50 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.2% -0.1% 3.0 6,062 -3,235 3
VOOG funds › VANGUARD ADMIRAL FDS INC ADD 0.2% +0.0% 3.0 6,749 +1,169 3
ACN funds › ACCENTURE PLC IRELAND TRIM 0.2% +0.0% 2.9 10,863 -176 3
CUSIP:737630103 funds › POTLATCHDELTIC CORPORATION HOLD 0.2% -0.0% 2.8 69,273 +0 3
DHR funds › DANAHER CORPORATION TRIM 0.2% +0.0% 2.7 11,583 -62 3
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 2.5 31,810 +3,533 3
TRV funds › TRAVELERS COMPANIES INC ADD 0.1% +0.0% 2.5 8,521 +4 3 +4.2%
TMO funds › THERMO FISHER SCIENTIFIC TRIM 0.1% +0.0% 2.4 4,194 -86 3
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% +0.0% 2.4 6,472 -37 3
IVV funds › ISHARES TR HOLD 0.1% -0.0% 2.3 3,395 +0 3
ALL funds › ALLSTATE CORP TRIM 0.1% -0.0% 2.3 11,075 -154 3
RNST funds › RENASANT CORP HOLD 0.1% -0.0% 2.3 65,416 +0 3
QQQ funds › INVESCO QQQ TR TRIM 0.1% -0.0% 2.2 3,653 -878 3
PZZA funds › PAPA JOHNS INTL INC ADD 0.1% -0.0% 2.2 57,052 +797 3 -55.6%
GILD funds › GILEAD SCIENCES INC ADD 0.1% +0.0% 2.2 17,752 +18 3
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.1% +0.0% 2.2 6,101 -168 3
EVR funds › EVERCORE INC ADD 0.1% +0.0% 2.1 6,168 +224 3
PEG funds › PUBLIC SVC ENTERPRISE GRP IN TRIM 0.1% -0.0% 2.1 25,928 -207 3
COP funds › CONOCOPHILLIPS ADD 0.1% -0.0% 2.1 22,086 +716 3
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.1% -0.0% 2.0 22,317 +387 3
ROP funds › ROPER TECHNOLOGIES INC ADD 0.1% -0.0% 2.0 4,567 +7 3
RF funds › REGIONS FINANCIAL CORP NEW TRIM 0.1% -0.0% 2.0 74,045 -3,920 3
TXN funds › TEXAS INSTRS INC TRIM 0.1% -0.0% 2.0 11,463 -64 3
UTHR funds › UNITED THERAPEUTICS CORP ADD 0.1% +0.0% 2.0 4,049 +140 3
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 1.9 2,948 -264 3
AMGN funds › AMGEN INC ADD 0.1% +0.0% 1.9 5,891 +385 3
IJR funds › ISHARES TR TRIM 0.1% -0.0% 1.9 15,824 -517 3
SDY funds › SPDR SERIES TRUST ADD 0.1% +0.0% 1.8 13,187 +1,887 3
UFPI funds › UFP INDUSTRIES INC ADD 0.1% -0.0% 1.8 19,737 +79 3
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.1% -0.0% 1.8 54,661 -5,664 3
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 1.7 41,708 +862 3
IWB funds › ISHARES TR HOLD 0.1% -0.0% 1.7 4,528 +0 3
ADBE funds › ADOBE INC ADD 0.1% -0.0% 1.7 4,822 +25 3
PGR funds › PROGRESSIVE CORP ADD 0.1% -0.0% 1.6 7,085 +229 3
INTU funds › INTUIT TRIM 0.1% -0.0% 1.6 2,424 -148 3
DRI funds › DARDEN RESTAURANTS INC ADD 0.1% -0.0% 1.6 8,524 +61 3
SPGI funds › S&P GLOBAL INC ADD 0.1% +0.0% 1.6 2,987 +56 3
FISV funds › FISERV INC TRIM 0.1% -0.1% 1.5 22,365 -1,725 3
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 1.5 13,064 -3 3
DHS funds › WISDOMTREE TR TRIM 0.1% -0.0% 1.5 14,546 -57 3
SIMO funds › SILICON MOTION TECHNOLOGY ADD 0.1% -0.0% 1.5 15,969 +499 3
SNPS funds › SYNOPSYS INC TRIM 0.1% -0.0% 1.5 3,090 -6 3
TJX funds › TJX COS INC NEW ADD 0.1% +0.0% 1.5 9,440 +151 3
MPC funds › MARATHON PETE CORP ADD 0.1% -0.0% 1.4 8,828 +328 3
LYV funds › LIVE NATION ENTERTAINMENT IN TRIM 0.1% -0.0% 1.4 10,055 -4 3
IWP funds › ISHARES TR HOLD 0.1% -0.0% 1.4 10,257 +0 3
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 1.4 7,144 -265 3
DE funds › DEERE & CO ADD 0.1% -0.0% 1.4 2,940 +3 3
VYMI funds › VANGUARD WHITEHALL FDS TRIM 0.1% +0.0% 1.4 15,108 -39 3
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 1.3 22,853 +5,199 3
CUSIP:060505682 funds › BANK AMERICA CORP ADD 0.1% +0.0% 1.3 1,069 +181 3
VLO funds › VALERO ENERGY CORP TRIM 0.1% -0.0% 1.3 8,210 -10 3
ULTA funds › ULTA BEAUTY INC ADD 0.1% +0.0% 1.3 2,190 +76 3
ADP funds › AUTOMATIC DATA PROCESSING TRIM 0.1% -0.0% 1.3 5,138 -2 3
ARKK funds › ARK ETF TR HOLD 0.1% -0.0% 1.3 17,000 +0 3 +4.9%
MBB funds › ISHARES TR ADD 0.1% -0.0% 1.3 13,670 +4 3
DON funds › WISDOMTREE TR TRIM 0.1% -0.0% 1.3 25,215 -508 3
CPRT funds › COPART INC ADD 0.1% -0.0% 1.3 33,011 +147 3
TGT funds › TARGET CORP TRIM 0.1% +0.0% 1.3 13,193 -27 3
DTE funds › DTE ENERGY CO ADD 0.1% -0.0% 1.3 9,711 +431 3
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 1.2 14,216 -178 3
KLAC funds › KLA CORP ADD 0.1% +0.0% 1.2 1,001 +6 3
VRSK funds › VERISK ANALYTICS INC TRIM 0.1% -0.0% 1.2 5,425 -5 3
OUNZ funds › VANECK MERK GOLD ETF ADD 0.1% +0.0% 1.1 27,606 +2,204 3
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.0% 1.1 2,355 -51 3
NTES funds › NETEASE INC HOLD 0.1% -0.0% 1.1 8,255 +0 3
SLV funds › ISHARES SILVER TR NEW 0.1% +0.1% 1.1 17,336 +17,336 1 +16.0%
CUSIP:829073105 funds › SIMPSON MFG INC ADD 0.1% -0.0% 1.1 6,848 +222 3
MDY funds › SPDR S&P MIDCAP 400 ETF TR HOLD 0.1% -0.0% 1.1 1,818 +0 3
CRM funds › SALESFORCE INC TRIM 0.1% +0.0% 1.1 4,099 -317 3
T funds › AT&T INC ADD 0.1% -0.0% 1.1 43,681 +1,997 3
DVY funds › ISHARES TR TRIM 0.1% -0.0% 1.1 7,678 -72 3
MO funds › ALTRIA GROUP INC TRIM 0.1% -0.0% 1.1 18,489 -90 3
IWS funds › ISHARES TR TRIM 0.1% -0.0% 1.1 7,553 -65 3
DFUS funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 1.0 13,867 +0 3
IWO funds › ISHARES TR TRIM 0.1% -0.0% 1.0 3,123 -45 3
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.1% -0.0% 0.9 4,465 -166 3
IJK funds › ISHARES TR TRIM 0.1% -0.0% 0.9 9,586 -244 3
CAT funds › CATERPILLAR INC TRIM 0.1% +0.0% 0.9 1,620 -14 3
WSM funds › WILLIAMS SONOMA INC ADD 0.1% -0.0% 0.9 5,041 +13 3
MET funds › METLIFE INC ADD 0.1% -0.0% 0.9 11,326 +223 3
SEIC funds › SEI INVTS CO ADD 0.1% -0.0% 0.9 10,825 +416 3
GSK funds › GSK PLC ADD 0.1% +0.0% 0.9 17,982 +352 3
NEE funds › NEXTERA ENERGY INC ADD 0.1% +0.0% 0.9 10,964 +288 3
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% -0.0% 0.9 2,648 -28 3
EE funds › EXCELERATE ENERGY INC HOLD 0.0% +0.0% 0.8 30,000 +0 3
AOS funds › SMITH A O CORP ADD 0.0% -0.0% 0.8 12,538 +394 3
THO funds › THOR INDS INC ADD 0.0% -0.0% 0.8 8,143 +261 3
DUK funds › DUKE ENERGY CORP NEW TRIM 0.0% -0.0% 0.8 6,910 -325 3
IWD funds › ISHARES TR TRIM 0.0% -0.0% 0.8 3,848 -523 3
IJJ funds › ISHARES TR TRIM 0.0% -0.0% 0.8 6,066 -70 3
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.8 3,242 -4 3
D funds › DOMINION ENERGY INC ADD 0.0% -0.0% 0.8 13,613 +66 3
WFC funds › WELLS FARGO CO NEW ADD 0.0% +0.0% 0.8 8,334 +641 3
ET funds › ENERGY TRANSFER L P TRIM 0.0% -0.0% 0.8 46,840 -677 3
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.8 1 +0 3
TSN funds › TYSON FOODS INC ADD 0.0% +0.0% 0.7 12,791 +1,292 3
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.0% -0.0% 0.7 1,594 +68 3
DFUV funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.7 15,521 -166 3
DFAC funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.7 18,131 -591 3 +1.7%
AM funds › ANTERO MIDSTREAM CORP HOLD 0.0% -0.0% 0.7 40,000 +0 3 -4.9%
ICLR funds › ICON PLC ADD 0.0% +0.0% 0.7 3,862 +123 3
GLD funds › SPDR GOLD TR ADD 0.0% +0.0% 0.7 1,764 +274 3
VTEI funds › VANGUARD MUN BD FDS ADD 0.0% +0.0% 0.7 6,922 +3,463 2 -18.1%
GNTX funds › GENTEX CORP ADD 0.0% -0.0% 0.7 29,792 +1,011 3
CUSIP:438516106 funds › HONEYWELL INTL INC TRIM 0.0% -0.0% 0.7 3,540 -72 3
NN funds › NEXTNAV INC HOLD 0.0% +0.0% 0.7 41,000 +0 3
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% -0.0% 0.7 14,206 -361 3
FBND funds › FIDELITY MERRIMACK STR TR NEW 0.0% +0.0% 0.7 14,387 +14,387 1 -23.7%
EMR funds › EMERSON ELEC CO ADD 0.0% +0.0% 0.7 4,960 +126 3
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.0% -0.0% 0.7 2,986 -203 3
TSLA funds › TESLA INC ADD 0.0% +0.0% 0.7 1,456 +146 3
NVS funds › NOVARTIS AG TRIM 0.0% -0.0% 0.7 4,749 -362 3
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.7 14,546 +7,273 3
TRMK funds › TRUSTMARK CORP HOLD 0.0% -0.0% 0.6 16,025 +0 3
EGP funds › EASTGROUP PPTYS INC NEW 0.0% +0.0% 0.6 3,500 +3,500 1 -0.5%
DEM funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.6 13,287 -72 3
OMC funds › OMNICOM GROUP INC NEW 0.0% +0.0% 0.6 7,681 +7,681 1 +8.7%
DG funds › DOLLAR GEN CORP NEW ADD 0.0% +0.0% 0.6 4,591 +390 3
AGG funds › ISHARES TR ADD 0.0% +0.0% 0.6 5,952 +585 3
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.6 111 +1 3
IEI funds › ISHARES TR HOLD 0.0% -0.0% 0.6 4,858 +0 3
GE funds › GE AEROSPACE ADD 0.0% +0.0% 0.6 1,866 +358 3
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 0.6 4,934 -22 3
CF funds › CF INDS HLDGS INC HOLD 0.0% -0.0% 0.6 7,294 +0 3
ECL funds › ECOLAB INC HOLD 0.0% -0.0% 0.6 2,141 +0 3
UNM funds › UNUM GROUP HOLD 0.0% -0.0% 0.6 7,248 +0 3
LUV funds › SOUTHWEST AIRLS CO ADD 0.0% +0.0% 0.5 13,207 +414 3
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.5 722 +112 3
IJT funds › ISHARES TR HOLD 0.0% -0.0% 0.5 3,811 +0 3
PLD funds › PROLOGIS INC. TRIM 0.0% +0.0% 0.5 4,199 -10 3
BA funds › BOEING CO TRIM 0.0% -0.0% 0.5 2,458 -14 3
FNDF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.5 11,687 +11,687 1 +18.7%
JBHT funds › HUNT J B TRANS SVCS INC ADD 0.0% +0.0% 0.5 2,707 +104 3
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.0% -0.0% 0.5 10,408 -8,095 3 -58.8%
UL funds › UNILEVER PLC NEW 0.0% +0.0% 0.5 7,754 +7,754 1 -30.5%
LKQ funds › LKQ CORP ADD 0.0% +0.0% 0.5 16,778 +1,574 3
IWN funds › ISHARES TR TRIM 0.0% -0.0% 0.5 2,746 -13 3
IEF funds › ISHARES TR TRIM 0.0% -0.0% 0.5 5,040 -2,335 3
FNV funds › FRANCO NEV CORP HOLD 0.0% -0.0% 0.5 2,335 +0 3
FIS funds › FIDELITY NATL INFORMATION SV TRIM 0.0% -0.0% 0.5 7,269 -1 3
INTC funds › INTEL CORP ADD 0.0% +0.0% 0.5 12,930 +773 3
ETR funds › ENTERGY CORP NEW TRIM 0.0% -0.0% 0.5 5,159 -650 3
SAN funds › BANCO SANTANDER SA HOLD 0.0% +0.0% 0.5 40,411 +0 3
NEU funds › NEWMARKET CORP NEW 0.0% +0.0% 0.5 684 +684 1 +19.3%
FHN funds › FIRST HORIZON CORPORATION NEW 0.0% +0.0% 0.5 19,600 +19,600 1 +18.1%
O funds › REALTY INCOME CORP ADD 0.0% -0.0% 0.5 8,203 +73 3
BLK funds › BLACKROCK INC TRIM 0.0% -0.0% 0.5 432 -69 3
SHW funds › SHERWIN WILLIAMS CO ADD 0.0% +0.0% 0.5 1,420 +353 3
ALK funds › ALASKA AIR GROUP INC ADD 0.0% +0.0% 0.5 9,125 +264 3
GIS funds › GENERAL MLS INC TRIM 0.0% -0.1% 0.4 9,401 -15,422 3
OHI funds › OMEGA HEALTHCARE INVS INC ADD 0.0% +0.0% 0.4 9,717 +47 3
CNP funds › CENTERPOINT ENERGY INC TRIM 0.0% -0.0% 0.4 11,159 -189 3
MDLZ funds › MONDELEZ INTL INC TRIM 0.0% -0.0% 0.4 7,935 -1,215 3
COR funds › CENCORA INC TRIM 0.0% +0.0% 0.4 1,260 -4 3
BOND funds › PIMCO ETF TR NEW 0.0% +0.0% 0.4 4,545 +4,545 1 -23.2%
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 0.4 6,840 -815 3
CL funds › COLGATE PALMOLIVE CO ADD 0.0% -0.0% 0.4 5,132 +99 3
RGLD funds › ROYAL GOLD INC HOLD 0.0% +0.0% 0.4 1,820 +0 3
JHMU funds › JOHN HANCOCK EXCHANGE TRADED HOLD 0.0% -0.0% 0.4 15,400 +0 3
IWR funds › ISHARES TR TRIM 0.0% -0.0% 0.4 4,114 -582 3
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.4 2,184 +1 3
AMT funds › AMERICAN TOWER CORP NEW TRIM 0.0% -0.0% 0.4 2,190 -269 3
C funds › CITIGROUP INC TRIM 0.0% -0.0% 0.4 3,258 -1,019 3
VBR funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.4 1,773 -21 3
CVS funds › CVS HEALTH CORP ADD 0.0% +0.0% 0.4 4,715 +85 3
ALB funds › ALBEMARLE CORP NEW 0.0% +0.0% 0.4 2,580 +2,580 1 -1.4%
EIX funds › EDISON INTL ADD 0.0% +0.0% 0.4 6,011 +512 3 -1.5%
DFAS funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.4 5,161 +0 3
RKT funds › ROCKET COS INC HOLD 0.0% -0.0% 0.4 18,289 +0 2 -42.5%
A funds › AGILENT TECHNOLOGIES INC HOLD 0.0% +0.0% 0.4 2,585 +0 3
ED funds › CONSOLIDATED EDISON INC TRIM 0.0% -0.0% 0.3 3,512 -782 3
DFAX funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.3 10,592 -474 2 +5.9%
SPHY funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 14,535 +14,535 1 -18.6%
MMM funds › 3M CO HOLD 0.0% -0.0% 0.3 2,145 +0 3
F funds › FORD MTR CO TRIM 0.0% +0.0% 0.3 25,923 -877 3
VTV funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.3 1,779 +0 3
VFH funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.3 2,528 +720 3
STZ funds › CONSTELLATION BRANDS INC TRIM 0.0% -0.0% 0.3 2,409 -877 3
CINF funds › CINCINNATI FINL CORP TRIM 0.0% -0.0% 0.3 2,003 -4 3
PANW funds › PALO ALTO NETWORKS INC ADD 0.0% -0.0% 0.3 1,766 +100 3
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.3 493 +103 3 +82.7%
SPYV funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 5,636 +5,636 1 -1.7%
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.3 1,103 +1,103 1 +532.2%
QUAL funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,571 -196 3
VGIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.3 5,108 -188 3
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.3 2,329 -6 3
PAYX funds › PAYCHEX INC ADD 0.0% -0.0% 0.3 2,649 +163 3
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.3 1,342 +1,342 1 +155.1%
SYK funds › STRYKER CORPORATION ADD 0.0% -0.0% 0.3 814 +15 3
SBRA funds › SABRA HEALTH CARE REIT INC HOLD 0.0% -0.0% 0.3 15,000 +0 3
CUSIP:574795100 funds › MASIMO CORP HOLD 0.0% -0.0% 0.3 2,172 +0 3
UBER funds › UBER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.3 3,366 -4,000 3
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.0% -0.0% 0.3 15,331 -70 3
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.0% -0.0% 0.3 1,015 -93 3
SPGP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% -0.0% 0.3 2,281 +0 3
WPC funds › WP CAREY INC HOLD 0.0% -0.0% 0.3 4,001 +0 3
GM funds › GENERAL MTRS CO NEW 0.0% +0.0% 0.2 3,062 +3,062 1 +16.0%
CUSIP:46641Q308 funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% -0.0% 0.2 4,093 +0 3
BP funds › BP PLC NEW 0.0% +0.0% 0.2 7,100 +7,100 1 +4.7%
DFIV funds › DIMENSIONAL ETF TRUST TRIM 0.0% +0.0% 0.2 4,941 -51 3 +10.9%
LNG funds › CHENIERE ENERGY INC TRIM 0.0% -0.0% 0.2 1,252 -60 3
CFG funds › CITIZENS FINL GROUP INC TRIM 0.0% -0.0% 0.2 4,138 -320 3 +39.0%
MTUM funds › ISHARES TR TRIM 0.0% -0.0% 0.2 965 -74 3
CB funds › CHUBB LIMITED ADD 0.0% +0.0% 0.2 772 +14 3
PSA funds › PUBLIC STORAGE OPER CO HOLD 0.0% -0.0% 0.2 926 +0 3
ICF funds › ISHARES TR HOLD 0.0% -0.0% 0.2 4,000 +0 3
VFMO funds › VANGUARD WELLINGTON FD HOLD 0.0% -0.0% 0.2 1,200 +0 3 +10.4%
DGRS funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.2 4,604 -7 3
SJM funds › SMUCKER J M CO HOLD 0.0% -0.0% 0.2 2,316 +0 3
PLGO funds › FIDELIS INSURANCE HOLDINGS L HOLD 0.0% +0.0% 0.2 11,562 +0 3 +4.6%
SPMO funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.2 1,881 +0 3 +11.1%
VUG funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.2 454 -32 2 -5.5%
FN funds › FABRINET TRIM 0.0% +0.0% 0.2 486 -68 2 +51.1%
BSM funds › BLACK STONE MINERALS L P TRIM 0.0% -0.0% 0.2 16,556 -10,164 3
IUSB funds › ISHARES TR ADD 0.0% -0.0% 0.2 4,659 +132 3
SMLF funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,892 -268 3 +4.0%
VONE funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.2 700 +0 2 -0.2%
CUSIP:811916105 funds › SEABRIDGE GOLD INC NEW 0.0% +0.0% 0.2 7,246 +7,246 1
IGV funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,022 +0 3 -26.1%
IWV funds › ISHARES TR HOLD 0.0% -0.0% 0.2 545 +0 3
IDV funds › ISHARES TR NEW 0.0% +0.0% 0.2 5,335 +5,335 1 +8.2%
LYB funds › LYONDELLBASELL INDUSTRIES N TRIM 0.0% -0.0% 0.2 4,853 -2,615 3
NOW funds › SERVICENOW INC ADD 0.0% -0.0% 0.2 1,365 +1,098 3
XLK funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.2 1,444 +722 2 +21.9%
DFAT funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.2 3,476 -86 2 +8.8%
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,184 -138 3
FRT funds › FEDERAL RLTY INVT TR NEW ADD 0.0% -0.0% 0.2 2,039 +39 2 +9.7%
ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD 0.0% -0.0% 0.2 1,264 +0 3
KRP funds › KIMBELL RTY PARTNERS LP HOLD 0.0% -0.0% 0.2 15,625 +0 3
GNL funds › GLOBAL NET LEASE INC HOLD 0.0% +0.0% 0.1 15,500 +0 3
PSEC funds › PROSPECT CAP CORP ADD 0.0% -0.0% 0.1 41,184 +2,010 3
CUSIP:G0250X107 funds › AMCOR PLC TRIM 0.0% -0.0% 0.1 10,672 -370 2
LUMN funds › LUMEN TECHNOLOGIES INC HOLD 0.0% +0.0% 0.1 10,000 +0 3
CUSIP:876511106 funds › TASEKO MINES LTD HOLD 0.0% +0.0% 0.1 10,098 +0 3
VNQ funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -2,489 0 -15.2%
IEMG funds › ISHARES INC EXIT 0.0% -0.0% 0.0 0 -6,833 0
CUSIP:904767704 funds › UNILEVER PLC EXIT 0.0% -0.0% 0.0 0 -10,114 0
MLPA funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -6,791 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.3% 0.0 0 -163,095 0
AMLP funds › ALPS ETF TR EXIT ETP 0.0% -0.0% 0.0 0 -5,191 0
VEGN funds › ETF SER SOLUTIONS EXIT 0.0% -0.0% 0.0 0 -6,981 0
EXC funds › EXELON CORP EXIT 0.0% -0.0% 0.0 0 -4,545 0
VWO funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.0% 0.0 0 -4,148 0
KMB funds › KIMBERLY-CLARK CORP EXIT 0.0% -0.0% 0.0 0 -2,481 0
NFRA funds › FLEXSHARES TR EXIT 0.0% -0.0% 0.0 0 -3,207 0 -18.8%
CUSIP:89151E109 funds › TOTALENERGIES SE EXIT 0.0% -0.4% 0.0 0 -115,587 0
ULST funds › SSGA ACTIVE ETF TR EXIT 0.0% -0.0% 0.0 0 -6,605 0
DK funds › DELEK US HLDGS INC NEW EXIT 0.0% -0.0% 0.0 0 -20,000 0
WY funds › WEYERHAEUSER CO MTN BE EXIT 0.0% -0.0% 0.0 0 -11,427 0
VOOV funds › VANGUARD ADMIRAL FDS INC EXIT 0.0% -0.0% 0.0 0 -1,009 0 -2.1%
CAG funds › CONAGRA BRANDS INC EXIT 0.0% -0.4% 0.0 0 -355,997 0
EBAY funds › EBAY INC. EXIT 0.0% -0.0% 0.0 0 -2,274 0 +5.6%
WEST funds › WESTROCK COFFEE CO EXIT 0.0% -0.0% 0.0 0 -162,500 0
CUSIP:460690100 funds › INTERPUBLIC GROUP COS INC EXIT 0.0% -0.0% 0.0 0 -20,473 0
CCI funds › CROWN CASTLE INC EXIT 0.0% -0.0% 0.0 0 -2,497 0
IEFA funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -10,533 0
MGK funds › VANGUARD WORLD FD EXIT 0.0% -0.0% 0.0 0 -1,146 0
ITW funds › ILLINOIS TOOL WKS INC EXIT 0.0% -0.0% 0.0 0 -810 0
TEL funds › TE CONNECTIVITY PLC EXIT 0.0% -0.0% 0.0 0 -1,368 0 +78.7%
BNDX funds › VANGUARD CHARLOTTE FDS EXIT 0.0% -0.0% 0.0 0 -4,243 0 -9.8%

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
2025Q4 1,709 332 0.05 42% 0.026 0.651 in
2025Q3 1,648 337 0.06 41% 0.026 0.621 in
2025Q2 1,519 338 0.09 39% 0.027 0.581 entered
2025Q1 1,400 322 0.00 40% 0.033 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