Fund Universe

Douglass Winthrop Advisors, LLC

CIK 0001308527 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.820
AUM ($M)
5,797
Positions
308
Turnover
0.08
Top-10 wt
45%
Herfindahl
0.032
History (qtrs)
6
Excess Return
+2.0%

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Holdings · 328 positions · portfolio value $5,797M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOG funds › ALPHABET INC TRIM 8.0% +0.9% 465.7 1,317,984 -44,294 5
BRKB funds › BERKSHIRE HATHAWAY INC ADD 7.8% +0.1% 453.2 905,642 +30,672 5
AMZN funds › AMAZON COM INC ADD 5.1% +0.4% 295.4 1,239,568 +4,337 5
MSFT funds › MICROSOFT CORP ADD 5.0% +0.2% 292.1 782,942 +67,929 5
AAPL funds › APPLE INC COM ADD 3.6% +0.3% 211.2 729,750 +7,115 5
DE funds › DEERE & CO TRIM 3.5% +0.2% 203.3 320,538 -496 5
MA funds › MASTERCARD INC ADD 3.5% -0.0% 200.1 389,555 +12,261 5
COST funds › COSTCO WHOLESALE CORP TRIM 3.0% -0.4% 175.8 187,973 -841 5
UBER funds › UBER TECHNOLOGIES INC ADD 2.8% -0.2% 162.4 2,250,320 +580 5
MKL funds › MARKEL GROUP INC TRIM 2.7% -0.1% 157.0 80,373 -125 5
GOOGL funds › ALPHABET INC-CL A ADD 2.7% +0.4% 153.9 430,657 +11,646 5
FAST funds › FASTENAL CO COM TRIM 2.6% -0.1% 149.4 3,109,517 -6,629 5
TDG funds › TRANSDIGM GROUP INC ADD 2.4% +0.2% 140.3 105,306 +2,503 5
AON funds › AON PLC ADD 2.3% -0.0% 132.9 400,635 +6,099 5
MNST funds › MONSTER BEVERAGE CORP TRIM 2.2% +0.4% 125.5 1,305,722 -28,354 5
MLM funds › MARTIN MARIETTA MATLS INC TRIM 2.2% -0.2% 125.2 217,073 -2,000 5
SHW funds › SHERWIN WILLIAMS CO TRIM 2.2% -0.0% 125.0 363,117 -7,005 5
CFRUY funds › CIE FINANCIERE RICHEMONT SA TRIM 2.1% +0.4% 119.6 5,175,170 -54,148 5
SPGI funds › S&P GLOBAL INC ADD 2.0% +0.0% 116.6 286,307 +31,765 5
LIN funds › Linde PLC ADD 1.9% +0.0% 111.8 215,395 +3,905 5
CNI funds › CANADIAN NATIONAL RAILWAY CO TRIM 1.9% +0.1% 111.7 936,884 -17,411 5
RACE funds › FERRARI N V NEW F ADD 1.9% +0.4% 111.3 299,022 +46,489 2 -5.6%
TPL funds › TEXAS PACIFIC LAND CORP TRIM 1.8% -0.5% 106.5 243,355 -25,531 5
NFLX funds › NETFLIX INC ADD 1.8% -0.3% 105.1 1,472,507 +245,754 5
BAM funds › BROOKFIELD ASSET MANAGEMENT LT TRIM 1.6% -0.1% 94.0 2,095,371 -13,872 5
LSEGY funds › LONDON STOCK EXCHANGE GROUP AD ADD 1.6% -0.2% 90.7 3,350,796 +199,656 2 -3.4%
TSM funds › TAIWAN SEMICONDUCTOR MFG CO AD ADD 1.5% +1.2% 89.1 186,555 +134,511 5
MTD funds › METTLER-TOLEDO INTL INC ADD 1.5% +0.3% 88.8 69,514 +16,279 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC-CL A ADD 1.4% -0.0% 80.9 108 +1 5
NSRGY funds › NESTLE S A TRIM 0.9% -0.7% 50.6 492,594 -361,671 5
AXP funds › AMERICAN EXPRESS CO COM ADD 0.8% +0.0% 43.7 129,267 +121 5
PG funds › PROCTER & GAMBLE COMPANY COM ADD 0.7% -0.0% 38.6 263,538 +9,422 5
MRK funds › MERCK & CO. INC. TRIM 0.6% +0.0% 37.4 291,325 -1,003 5
CPRT funds › COPART INC TRIM 0.6% -0.4% 33.8 1,200,169 -364,473 5
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.5% +0.0% 29.3 59,555 -224 5
LLY funds › ELI LILLY AND CO ADD 0.5% +0.3% 27.3 22,774 +12,673 5
JNJ funds › JOHNSON & JOHNSON COM ADD 0.5% -0.0% 26.5 104,526 +692 5
NVDA funds › NVIDIA CORP ADD 0.4% +0.0% 25.2 125,808 +4,468 5
JPM funds › JPMORGAN CHASE & CO ADD 0.4% +0.0% 23.7 72,324 +1,849 5
ASML funds › ASML HOLDING NV-NY REG SHS TRIM 0.3% +0.1% 19.9 10,003 -509 5
V funds › VISA INC-CLASS A SHARES TRIM 0.3% +0.0% 19.4 56,482 -295 5
AMT funds › AMERICAN TOWER CORP TRIM 0.3% -1.3% 19.2 117,375 -385,557 5
DOV funds › DOVER CORP HOLD 0.3% +0.0% 17.3 77,215 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 15.8 115,677 +2,837 5
ABBV funds › ABBVIE INC ADD 0.3% +0.1% 15.4 61,088 +8,213 5
SPY funds › SPDR S&P 500 ETF TR TR UNIT ADD 0.2% +0.0% 14.3 19,088 +2,181 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% -0.0% 12.6 25,062 +219 5
SBGSY funds › SCHNEIDER ELECT SE-UNSP ADR TRIM 0.2% +0.0% 11.8 181,286 -4,067 5
KO funds › THE COCA-COLA CO TRIM 0.2% -0.0% 11.7 144,230 -2,180 5
UNP funds › UNION PAC CORP ADD 0.2% +0.0% 11.5 42,118 +1,210 5
DHR funds › DANAHER CORP ADD 0.2% -0.0% 11.1 58,291 +8 5
TJX funds › TJX COS INC NEW ADD 0.2% -0.0% 10.2 67,072 +457 5
WMT funds › WALMART INC ADD 0.2% +0.0% 10.1 89,255 +22,631 5
WM funds › WASTE MANAGEMENT INC TRIM 0.2% -0.0% 9.9 44,409 -172 5
HD funds › HOME DEPOT INC ADD 0.2% +0.0% 9.6 27,280 +4,085 5
URI funds › UNITED RENTALS INC TRIM 0.2% +0.1% 9.6 8,488 -134 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.0% 9.5 8,915 +4 5
MELI funds › MERCADOLIBRE INC ADD 0.2% -0.0% 9.0 5,331 +236 5
ADP funds › AUTOMATIC DATA PROCESSING INC ADD 0.2% +0.1% 8.9 39,867 +14,050 5
VOO funds › VANGUARD INDEX FDS S&P 500 ETF ADD 0.1% +0.0% 8.5 12,431 +2,518 5
MCD funds › MCDONALD'S CORP ADD 0.1% -0.0% 8.5 31,302 +5,270 5
EADSY funds › AIRBUS SE - UNSP ADR TRIM 0.1% +0.0% 8.4 151,349 -2,267 5
AVGO funds › BROADCOM INC ADD 0.1% +0.0% 7.9 20,803 +4,650 5
MCO funds › MOODY'S CORP TRIM 0.1% -0.0% 7.7 17,013 -176 5
SNPS funds › SYNOPSYS INC TRIM 0.1% +0.0% 7.4 16,621 -20 5
LRLCY funds › L'OREAL-UNSPONSORED ADR TRIM 0.1% -0.0% 7.0 80,205 -1,505 5
META funds › META PLATFORMS INC CLASS A ADD 0.1% +0.0% 7.0 12,474 +4,344 5
CARR funds › CARRIER GLOBAL CORP TRIM 0.1% +0.0% 6.9 93,538 -1,163 5
GLW funds › CORNING INC ADD 0.1% +0.1% 6.8 26,705 +18 5
CEG funds › CONSTELLATION ENERGY ADD 0.1% +0.0% 6.8 27,352 +5,283 5
PEP funds › PEPSICO INC ADD 0.1% -0.0% 6.7 49,731 +5,912 5
IBM funds › INTERNATIONAL BUSINESS MACHS C TRIM 0.1% +0.0% 6.2 22,164 -565 5
VTEB funds › VANGUARD MUN BD FDS TAX-EXEMPT NEW 0.1% +0.1% 6.0 118,962 +118,962 1 -21.4%
WAB funds › WABTEC TRIM 0.1% +0.0% 5.7 21,301 -320 5 +10.4%
CVX funds › CHEVRON CORP NEW ADD 0.1% +0.0% 5.6 33,856 +9,307 5
CPNG funds › COUPANG INC TRIM 0.1% -0.0% 5.6 319,584 -25,396 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.1% -0.0% 5.5 17,607 -4,468 5
TSLA funds › TESLA INC ADD 0.1% +0.0% 5.4 12,951 +81 5
AMD funds › ADVANCED MICRO DEVICE IN ADD 0.1% +0.1% 5.4 9,337 +8,211 3 +155.1%
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 5.0 54,696 +6,405 5
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.1% -0.0% 4.9 21,475 -2,421 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 4.9 4,855 -60 5
BFB funds › BROWN FORMAN CORP CLASS B TRIM 0.1% -0.0% 4.8 178,823 -2,125 5
BNY funds › BANK NEW YORK MELLON CORP COM TRIM 0.1% +0.0% 4.6 31,918 -425 5
VRSK funds › VERISK ANALYTICS INC ADD 0.1% -0.0% 4.6 25,657 +1,232 5
CTAS funds › CINTAS CORP COM HOLD 0.1% -0.0% 4.3 25,440 +0 5
EFA funds › ISHARES MSCI EAFE ETF ADD 0.1% +0.0% 4.1 39,664 +16,517 5
VCISY funds › VINCI S A ADR TRIM 0.1% -0.0% 4.1 111,421 -1,431 3 -17.6%
QQQM funds › INVESCO NASDAQ 100 ETF ADD 0.1% +0.1% 4.0 13,260 +11,825 3 +5.7%
NEE funds › NEXTERA ENERGY INC ADD 0.1% +0.0% 3.9 44,356 +15,823 5
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.1% -1.3% 3.8 11,321 -194,609 5
BALL funds › BALL CORP TRIM 0.1% -0.0% 3.6 58,080 -4,080 5
APH funds › Amphenol Corp ADD 0.1% +0.1% 3.6 20,460 +16,900 5
ACN funds › ACCENTURE PLC TRIM 0.1% -0.0% 3.4 27,266 -850 5
CI funds › THE CIGNA GROUP TRIM 0.1% -0.0% 3.3 12,139 -1,194 5
AMGN funds › AMGEN INCORPORATED ADD 0.1% -0.0% 3.2 8,961 +12 5
CUSIP:155123102 funds › CENTRAL SECURITIES CF ADD 0.1% +0.0% 3.2 61,439 +2,000 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.1% -0.0% 3.2 17,696 -711 5
IR funds › Ingersoll Rand Inc HOLD 0.1% -0.0% 3.2 39,032 +0 5 -25.9%
CNM funds › CORE & MAIN INC-CLASS A TRIM 0.1% -0.0% 3.2 66,196 -470 5
CYATY funds › CONTEMPORARY AMPEREX TECHNOLOG NEW 0.1% +0.1% 3.2 140,786 +140,786 1 -44.2%
ALLE funds › Allegion PLC HOLD 0.1% -0.0% 3.1 22,193 +0 5
VGT funds › VANGUARD INFORMATION TECHNOLO ADD 0.1% +0.0% 2.9 24,560 +21,490 5
CB funds › CHUBB LTD TRIM 0.0% -0.0% 2.8 8,228 -118 5
AMAT funds › APPLIED MATLS INC ADD 0.0% +0.0% 2.8 3,830 +31 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.0% +0.0% 2.7 8,025 +6,377 5
PPG funds › PPG INDS INC COM ADD 0.0% +0.0% 2.7 22,509 +19,184 5
INTC funds › INTEL CORP TRIM 0.0% +0.0% 2.7 19,484 -716 5
BAC funds › BANK OF AMERICA CORP ADD 0.0% +0.0% 2.7 47,640 +188 5
GE funds › GE AEROSPACE TRIM 0.0% +0.0% 2.7 7,203 -228 5
MU funds › MICRON TECHNOLOGY INC HOLD 0.0% +0.0% 2.7 2,308 +0 5 +506.6%
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 2.6 2,234 -43 5
LOW funds › LOWES COS INC ADD 0.0% +0.0% 2.6 11,807 +4,029 5
SXGCF funds › SOUTHERN CROSS GOLD CONS LTD C ADD 0.0% -0.0% 2.6 416,950 +7,250 5
WWD funds › WOODWARD INC COM HOLD 0.0% +0.0% 2.6 6,000 +0 5
CUSIP:Q8804B108 funds › SUNRISE ENERGY METALS LTD ADD 0.0% +0.0% 2.4 197,025 +40,100 3
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 2.3 5,608 +1,298 5
COR funds › CENCORA INC TRIM 0.0% -0.0% 2.2 7,794 -93 5
SAP funds › SAP SE F SPONSORED ADR 1 ADR R ADD 0.0% -0.0% 2.2 14,064 +54 4 -46.0%
SHOP funds › SHOPIFY INC F CLASS A TRIM 0.0% -0.0% 2.1 18,295 -417 5
CSX funds › CSX CORP TRIM 0.0% -0.0% 2.1 43,909 -5,123 5
MKC funds › MCCORMICK & CO INC COM NON VTG TRIM 0.0% -0.0% 2.1 41,050 -400 5
TRV funds › TRAVELERS COS INC HOLD 0.0% +0.0% 2.0 6,153 +0 5
VUG funds › VANGUARD INDEX FDS VANGUARD GR ADD 0.0% -0.0% 2.0 23,504 +19,048 5
ORCL funds › ORACLE CORP COM TRIM 0.0% -0.0% 2.0 13,692 -321 5
DIS funds › WALT DISNEY CO/THE TRIM 0.0% -0.0% 2.0 20,439 -1,108 5
GLD funds › SPDR GOLD TRUST ADD 0.0% -0.0% 2.0 5,321 +50 5
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 2.0 19,123 -1,856 5
BX funds › BLACKSTONE INC ADD 0.0% +0.0% 1.9 16,260 +1,974 5
MMM funds › 3M CO ADD 0.0% +0.0% 1.8 10,943 +23 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% +0.0% 1.8 6,547 +2,585 5
AME funds › AMETEK INC NEW COM TRIM 0.0% +0.0% 1.8 7,278 -200 5
LHX funds › L3HARRIS TECHNOLOGIES INC COM NEW 0.0% +0.0% 1.7 5,757 +5,757 1 -46.3%
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 1.6 3,176 +0 5
RTX funds › RTX CORP ADD 0.0% -0.0% 1.6 8,419 +246 5
BMY funds › BRISTOL MYERS SQUIBB CO TRIM 0.0% -0.0% 1.6 27,548 -3,930 5
CSCO funds › Cisco Systems Inc ADD 0.0% +0.0% 1.6 13,439 +842 5
AVDV funds › AVANTIS INTERNATNL SML CP VL E NEW 0.0% +0.0% 1.6 15,300 +15,300 1 -8.0%
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 1.5 2,132 +736 5
ECL funds › ECOLAB INC ADD 0.0% +0.0% 1.5 5,475 +3,239 5
AMP funds › AMERIPRISE FINL INC HOLD 0.0% -0.0% 1.5 3,302 +0 5
MDY funds › SPDR S&P MIDCAP 400 ETF TRST ADD 0.0% +0.0% 1.4 2,000 +600 5
STUB funds › STUBHUB HOLDINGS INC TRIM 0.0% +0.0% 1.4 108,654 -50,000 2 -49.9%
CAH funds › CARDINAL HEALTH INC HOLD 0.0% +0.0% 1.4 5,859 +0 4 +37.0%
NTRS funds › NORTHERN TRUST CORP HOLD 0.0% +0.0% 1.4 8,000 +0 5
NVS funds › NOVARTIS AG-SPONSORED ADR TRIM 0.0% -0.0% 1.4 8,755 -1,083 5
ANET funds › ARISTA NETWORKS INC HOLD 0.0% +0.0% 1.4 8,018 +0 5
UPS funds › United Parcel Service Cl B TRIM 0.0% +0.0% 1.3 12,500 -290 5
VEA funds › VANGUARD INTL FD FTSE DEVELOPE ADD 0.0% +0.0% 1.3 18,619 +3,334 5 +5.7%
XYZ funds › BLOCK INC CL A HOLD 0.0% +0.0% 1.3 17,182 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS DIV TRIM 0.0% -0.0% 1.3 5,500 -500 4 -3.0%
JYNT funds › JOINT CORP TRIM 0.0% -0.0% 1.3 147,100 -2,000 5
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 1.3 8,200 -480 5
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 1.3 15,466 -246 5
COMP funds › COMPASS INC CLASS A HOLD 0.0% +0.0% 1.3 101,860 +0 5
PFE funds › PFIZER INC ADD 0.0% -0.0% 1.3 52,079 +2,874 5
MCK funds › MCKESSON CORP TRIM 0.0% -0.0% 1.2 1,639 -1,623 5
VST funds › VISTRA CORP HOLD 0.0% -0.0% 1.2 7,695 +0 5
EFX funds › EQUIFAX INC HOLD 0.0% -0.0% 1.2 7,650 +0 4 -48.4%
ETN funds › EATON CORP PLC F ADD 0.0% +0.0% 1.2 2,775 +416 5
MS funds › MORGAN STANLEY COM NEW ADD 0.0% +0.0% 1.2 5,534 +228 5
IJH funds › ISHARES CORE S&P MIDCAP ETF ADD 0.0% +0.0% 1.2 14,920 +10,600 4 +3.5%
BP funds › BP P L C F SPONSORED ADR 1 ADR HOLD 0.0% -0.0% 1.1 30,669 +0 5
FLEX funds › FLEX LTD F HOLD 0.0% +0.0% 1.1 6,600 +0 5
NOW funds › SERVICENOW INC TRIM 0.0% -0.0% 1.0 10,535 -2,070 5
GHC funds › GRAHAM HLDGS CO COM CL B HOLD 0.0% +0.0% 1.0 895 +0 5
BA funds › BOEING CO ADD 0.0% +0.0% 1.0 4,672 +73 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 1.0 13,747 -12,768 5
VZ funds › VERIZON COMMUNICATIONS I ADD 0.0% +0.0% 1.0 23,247 +13,915 5
EPD funds › ENTERPRISE PRODS PART LP ADD 0.0% -0.0% 1.0 26,276 +500 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% -0.0% 1.0 2,420 +385 5
TFC funds › TRUIST FINL CORP HOLD 0.0% +0.0% 0.9 18,865 +0 5
TSCO funds › TRACTOR SUPPLY CO TRIM 0.0% -0.0% 0.9 29,309 -15,800 5
IAU funds › ISHARES GOLD ETF TRIM 0.0% -0.0% 0.9 12,180 -6,500 5
ADM funds › ARCHER-DANIELS-MIDLAND CO COM HOLD 0.0% -0.0% 0.9 12,000 +0 5
AES funds › AES CORP HOLD Common Stock 0.0% -0.0% 0.9 62,242 +0 5
OKE funds › Oneok Inc HOLD 0.0% -0.0% 0.9 10,455 +0 5
HON funds › HONEYWELL INTL INC COM NEW 0.0% +0.0% 0.9 4,029 +4,029 1 -11.2%
HONA funds › HONEYWELL AEROSPACE INC COM NEW 0.0% +0.0% 0.9 4,028 +4,028 1 -104.9%
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.9 1,714 -8 5
AMLP funds › ALPS ETF TR ALERIAN MLP ETF NE ADD ETP 0.0% +0.0% 0.9 16,500 +1,500 5
CMI funds › CUMMINS INC COM TRIM 0.0% +0.0% 0.9 1,199 -43 5
IDXX funds › IDEXX LABS INC TRIM 0.0% -0.0% 0.8 1,614 -42 5
NXPI funds › NXP SEMICONDUCTORS N V F HOLD 0.0% +0.0% 0.8 3,000 +0 5
INTU funds › INTUIT INC TRIM 0.0% -0.1% 0.8 3,160 -12,863 5
IWB funds › ISHARES RUSSELL 1000 ETF HOLD 0.0% +0.0% 0.8 1,990 +0 5
DELL funds › DELL TECHNOLOGIES INC CL C NEW 0.0% +0.0% 0.8 1,866 +1,866 1 +1905.4%
APD funds › AIR PRODUCTS & CHEMICALS INC TRIM 0.0% -0.0% 0.8 2,670 -50 5
DGX funds › QUEST DIAGNOSTICS INC HOLD 0.0% +0.0% 0.8 3,686 +0 5
GDX funds › VANECK ETF TR GOLD MINERS ETF ADD 0.0% -0.0% 0.8 10,350 +1,275 4 +33.7%
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 0.8 7,892 -650 5
DAL funds › DELTA AIR LINES INC TRIM 0.0% +0.0% 0.8 8,121 -1,457 5
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.8 6,018 +51 5
VIK funds › VIKING HOLDINGS LTD HOLD 0.0% +0.0% 0.8 7,250 +0 3 +82.3%
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 0.7 10,223 -3,013 5
MPC funds › MARATHON PETROLEUM CORP COM HOLD 0.0% -0.0% 0.7 2,854 +0 4 +101.8%
BKNG funds › BOOKING HLDGS INC COM ADD 0.0% -0.0% 0.7 4,075 +3,912 4 -24.1%
CSL funds › CARLISLE COS INC HOLD 0.0% +0.0% 0.7 2,000 +0 5
TGT funds › TARGET CORP CLASS EQUITY ADD 0.0% +0.0% 0.7 5,432 +2,582 5
ORLY funds › O REILLY AUTOMOTIVE INC TRIM 0.0% -0.0% 0.7 7,515 -30 5
RPM funds › RPM INTL INC COM HOLD 0.0% +0.0% 0.7 6,150 +0 4 -27.8%
ROL funds › ROLLINS ORD SHS HOLD 0.0% -0.0% 0.7 16,312 +0 5
ICE funds › INTERCONTINENTAL EXCHANG TRIM 0.0% -0.0% 0.7 5,476 -500 5
IBIT funds › ISHARES BITCOIN ETF ADD 0.0% -0.0% 0.7 20,163 +1,950 5
ATXRF funds › ATEX RES INC COM ADD 0.0% +0.0% 0.6 376,250 +173,750 5 -3.2%
RSG funds › REPUBLIC SVCS INC ADD 0.0% +0.0% 0.6 3,035 +281 5
SHEL funds › SHELL PLC-ADR ADD 0.0% -0.0% 0.6 8,040 +188 4 +8.6%
SYK funds › STRYKER CORP TRIM 0.0% -0.0% 0.6 1,921 -107 5
XLK funds › SELECT SECTOR SPDR TR TECHNOLO HOLD 0.0% +0.0% 0.6 3,172 +0 5
CL funds › COLGATE-PALMOLIVE CO TRIM 0.0% -0.0% 0.6 6,503 -150 5
BNPQY funds › BNP PARIBAS F SPONSORED ADR 1 TRIM 0.0% -0.0% 0.6 10,110 -3,010 5
IJR funds › ISHARES CORE S&P SMALL-CAP E NEW 0.0% +0.0% 0.6 3,967 +3,967 1 +37.4%
MDLZ funds › MONDELEZ INTL INC CLASS A TRIM 0.0% -0.0% 0.6 9,999 -493 5
IWR funds › ISHARES TR RUSSELL MID-CAP ETF NEW 0.0% +0.0% 0.6 5,231 +5,231 1 +30.2%
VB funds › VANGUARD INDEX FDS VANGUARD SM HOLD 0.0% +0.0% 0.5 1,761 +0 5
CUSIP:639027101 funds › NATURES SUNSHINE PRODS INC COM ADD 0.0% +0.0% 0.5 23,931 +9,355 5
GUNR funds › FLEXSHARES TR MORNINGSTAR GLOB HOLD 0.0% -0.0% 0.5 10,566 +0 4 +10.1%
EXR funds › EXTRA SPACE STORAGE INC REIT HOLD 0.0% +0.0% 0.5 3,550 +0 5
CUSIP:284902103 funds › ELDORADO GOLD CORP NEW NEW 0.0% +0.0% 0.5 16,520 +16,520 1
TTE funds › TOTALENERGIES SE -SPON ADR ADD 0.0% -0.0% 0.5 6,522 +122 3 +32.3%
NJR funds › NEW JERSEY RES CORP COM HOLD 0.0% -0.0% 0.5 9,000 +0 5
GEL funds › GENESIS ENERGY L P LP HOLD 0.0% -0.0% 0.5 35,000 +0 5
SPYX funds › SPDR S&P 500 FOSSIL FUEL RES F HOLD 0.0% +0.0% 0.5 8,000 +0 5
CMCSA funds › COMCAST CORP NEW CLASS A HOLD 0.0% -0.0% 0.5 19,817 +0 5
GWW funds › GRAINGER W W INC TRIM 0.0% +0.0% 0.5 355 -51 5
LH funds › LABCORP HLDGS INC TRIM 0.0% -0.0% 0.5 1,717 -100 5
PSLV funds › SPROTT PHYSICAL SILVER TRUST HOLD 0.0% -0.0% 0.5 25,350 +0 4 +41.6%
SYY funds › Sysco Corp TRIM 0.0% +0.0% 0.5 5,665 -225 5
HCA funds › HCA HEALTHCARE INC HOLD 0.0% -0.0% 0.5 1,214 +0 4 -19.1%
SIEGY funds › SIEMENS A G F SPONSORED ADR 1 ADD 0.0% +0.0% 0.5 2,933 +66 5
SIL funds › GLOBAL X SILVER MINERS ETF ADD 0.0% +0.0% 0.5 6,025 +1,275 3 +26.9%
GDXJ funds › VANECK JUNIOR GOLD MINERS TRIM 0.0% -0.0% 0.5 4,685 -380 4 +41.7%
PGR funds › PROGRESSIVE CORP OH HOLD 0.0% +0.0% 0.5 2,073 +0 5
PH funds › PARKER-HANNIFIN CORP COM ADD 0.0% +0.0% 0.4 459 +16 3 +16.8%
KMB funds › KIMBERLY CLARK CORP HOLD 0.0% +0.0% 0.4 4,078 +0 5
CCK funds › CROWN HLDGS INC HOLD 0.0% +0.0% 0.4 4,000 +0 4 -2.2%
Q funds › QNITY ELECTRONICS INC COMMON S TRIM 0.0% +0.0% 0.4 2,722 -185 3 +88.7%
PRU funds › PRUDENTIAL FINL INC HOLD 0.0% +0.0% 0.4 4,012 +0 4 +2.6%
YUM funds › YUM BRANDS INC HOLD 0.0% -0.0% 0.4 2,708 +0 5
HYT funds › BLACKROCK CORPORATE HIGH ADD 0.0% +0.0% 0.4 50,000 +20,000 2 -33.4%
ITOT funds › ISHARES TOTAL US STOCK MARKET HOLD 0.0% +0.0% 0.4 2,605 +0 5
CTVA funds › CORTEVA INC HOLD 0.0% -0.0% 0.4 5,028 +0 5
CDW funds › CDW CORP HOLD 0.0% +0.0% 0.4 2,990 +0 5
CHD funds › CHURCH & DWIGHT INC COM HOLD 0.0% -0.0% 0.4 4,300 +0 5
MSI funds › MOTOROLA SOLUTIONS INC COM NEW TRIM 0.0% -0.0% 0.4 993 -513 4 -19.6%
EEM funds › ISHARES MSCI EMERGING MARKET HOLD 0.0% +0.0% 0.4 6,000 +0 5
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 0.4 2,197 -190 5
VRTX funds › VERTEX PHARMACEUTICALS I TRIM 0.0% +0.0% 0.4 816 -25 5
NKE funds › NIKE INC CLASS B TRIM 0.0% -1.2% 0.4 9,865 -1,225,272 5
GSKRF funds › GOLDSKY RESOURCES CORP ADD 0.0% +0.0% 0.4 174,100 +142,100 2 -49.6%
ELV funds › ELEVANCE HEALTH INC HOLD 0.0% +0.0% 0.4 1,025 +0 5
ARCC funds › ARES CAP CORP COM HOLD 0.0% -0.0% 0.4 21,193 +0 5
PFF funds › ISHARES TR PFD & INCOME SECS E HOLD 0.0% -0.0% 0.4 12,500 +0 5
JCI funds › JOHNSON CTLS INTL PLC SHS ISIN TRIM 0.0% -0.0% 0.4 2,586 -980 4 +27.4%
CUSIP:Q5683J210 funds › LYNAS CORPORATION LTD REGISTER NEW 0.0% +0.0% 0.4 29,700 +29,700 1
IBDRY funds › IBERDROLA S A SPONSORED ADR RE HOLD 0.0% +0.0% 0.4 3,670 +0 5
KMI funds › KINDER MORGAN INC DEL HOLD 0.0% -0.0% 0.4 11,257 +0 5
BHP funds › BHP GROUP LTD SPONSORED ADR IS ADD 0.0% +0.0% 0.4 4,275 +25 2 +11.6%
C funds › CITIGROUP INC COM NEW HOLD 0.0% +0.0% 0.4 2,506 +0 2 +23.1%
TROW funds › PRICE T ROWE GROUP INC COM HOLD 0.0% +0.0% 0.3 3,069 +0 5
QXO funds › QXO INC COM PAR VALUE $0 00001 HOLD 0.0% -0.0% 0.3 20,000 +0 5
A funds › AGILENT TECHNOLOGIES INC HOLD 0.0% +0.0% 0.3 2,562 +0 5
QQQ funds › INVSC QQQ TRUST SRS 1 ETF NEW 0.0% +0.0% 0.3 457 +457 1 -8.1% re-entry
ADI funds › ANALOG DEVICES INC ADD 0.0% +0.0% 0.3 827 +85 3 +82.0%
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 0.3 3,400 -300 5
ET funds › ENERGY TRANSFER L P LP HOLD 0.0% -0.0% 0.3 16,850 +0 5
PHYS funds › SPROTT PHYSICAL GOLD ETV HOLD 0.0% -0.0% 0.3 10,670 +0 4 +7.6%
CUSIP:H25662182 funds › CIE FINANCIERE RICHEMO-A REG HOLD 0.0% +0.0% 0.3 1,389 +0 5
IWS funds › ISHARES RUSSELL MID CAP VALUE HOLD 0.0% +0.0% 0.3 1,942 +0 4 +7.4%
WTM funds › WHITE MOUNTAINS INS F DUTCH TE HOLD 0.0% -0.0% 0.3 150 +0 5
OKTA funds › OKTA INC CLASS A NEW 0.0% +0.0% 0.3 2,260 +2,260 1 +766.8%
DEO funds › DIAGEO PLC F SPONSORED ADR 1 A HOLD 0.0% +0.0% 0.3 3,823 +0 5
ADBE funds › ADOBE INC TRIM 0.0% -0.0% 0.3 1,469 -191 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.3 1,010 +1,010 1 +186.9%
IBN funds › ICICI BK LTD F SPONSORED ADR 1 HOLD 0.0% +0.0% 0.3 10,294 +0 5
STT funds › STATE STR CORP HOLD 0.0% +0.0% 0.3 1,758 +0 3 +85.5%
BLK funds › BLACKROCK INC NEW ADD 0.0% +0.0% 0.3 304 +31 5 -8.2%
EMR funds › EMERSON ELEC CO HOLD 0.0% +0.0% 0.3 2,033 +0 3 +18.1%
UMBF funds › UMB FINL CORP TRIM 0.0% -0.0% 0.3 2,000 -1,250 5
WBS funds › WEBSTER FINL CORP HOLD 0.0% +0.0% 0.3 3,700 +0 5
TRGP funds › TARGA RES CORP HOLD 0.0% +0.0% 0.3 999 +0 2 +24.3%
RHHBY funds › ROCHE HLDGS LTD SPONSORED ADR ADD 0.0% +0.0% 0.3 5,100 +296 4 +20.2%
EQIX funds › Equinix Inc TRIM 0.0% -0.0% 0.3 251 -3 2 +6.4%
VT funds › VANGUARD TOTAL WORLD STOCK ETF NEW 0.0% +0.0% 0.3 1,643 +1,643 1 +2.8%
SILJ funds › AMPLIFY JUNIOR SILVER MINERS ADD 0.0% -0.0% 0.3 9,750 +250 3 +27.7%
AVAV funds › AEROVIRONMENT INC TRIM 0.0% -0.0% 0.2 1,500 -1,500 5
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.2 1,769 +1,769 1 -23.3%
MTB funds › M & T BK CORP COM TRIM 0.0% -0.0% 0.2 1,000 -750 5
ARKB funds › ARK 21SHARES BITCOIN ETF SHS B HOLD 0.0% -0.0% 0.2 12,200 +0 4 -68.6%
FERG funds › FERGUSON ENTERPRISES INC HOLD 0.0% -0.0% 0.2 1,000 +0 5 +2.0%
CCJ funds › CAMECO CORP F NEW 0.0% +0.0% 0.2 2,295 +2,295 1 -50.4%
AZO funds › AUTOZONE INC TRIM 0.0% -0.0% 0.2 73 -17 5
IEMG funds › ISHARES INC CORE MSCI EMERGING NEW 0.0% +0.0% 0.2 2,777 +2,777 1 -10.9%
USB funds › US BANCORP DEL COM NEW NEW 0.0% +0.0% 0.2 3,760 +3,760 1 +115.4% re-entry
SCHW funds › CHARLES SCHWAB CORP HOLD 0.0% -0.0% 0.2 2,433 +0 5
VEU funds › VANGUARD INTL EQUITY INDEX FDS NEW 0.0% +0.0% 0.2 2,656 +2,656 1 +1.5%
MPLX funds › MPLX LP LP HOLD 0.0% -0.0% 0.2 3,800 +0 3 +2.3% re-entry
SPHQ funds › INVESCO EXCHANGE-TRADED FD TR NEW 0.0% +0.0% 0.2 2,322 +2,322 1 +4.4%
AEM funds › AGNICO EAGLE MINES LTD F NEW 0.0% +0.0% 0.2 1,348 +1,348 1 -5.2%
IWF funds › ISHARES TR RUSSELL 1000 GROWTH NEW 0.0% +0.0% 0.2 1,682 +1,682 1 -19.8%
PNFP funds › PINNACLE FINL PARTNERS INC COM NEW 0.0% +0.0% 0.2 2,000 +2,000 1 +51.0%
LRCX funds › LAM RESEARCH CORP COM NEW NEW 0.0% +0.0% 0.2 464 +464 1 +86.3%
MRSH funds › Marsh & McLennan Companies Inc HOLD 0.0% -0.0% 0.2 1,200 +0 5
TTI funds › TETRA TECHNOLOGIES INC D HOLD 0.0% +0.0% 0.2 15,000 +0 5
BLDP funds › BALLARD PWR SYS INC NEW COM HOLD 0.0% +0.0% 0.0 11,000 +0 5
CUSIP:90348V301 funds › UCORE RARE METALS INC HOLD 0.0% -0.0% 0.0 10,000 +0 2
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -7,683 0
FDX funds › FEDEX CORP COM EXIT 0.0% -0.0% 0.0 0 -661 0 -43.4%
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -2,378 0 +45.1%
PSRHF funds › PULSAR HELIUM INC EXIT 0.0% -0.0% 0.0 0 -45,000 0
IVV funds › ISHARES CORE S&P 500 ETF IV EXIT 0.0% -0.0% 0.0 0 -683 0 +0.0%
BABA funds › ALIBABA GROUP HLDG LTD SPONSOR EXIT 0.0% -0.0% 0.0 0 -2,400 0
VTI funds › VANGUARD TOTAL STOCK MARKET ET EXIT 0.0% -0.0% 0.0 0 -898 0 -0.4%
BFA funds › BROWN-FORMAN CORP-CLASS A EXIT 0.0% -0.0% 0.0 0 -7,944 0
GPGI funds › GPGI INC EXIT 0.0% -0.0% 0.0 0 -23,000 0 -133.1%
DASTY funds › DASSAULT SYS S A SPONSORED ADR EXIT 0.0% -0.1% 0.0 0 -167,696 0
EXE funds › EXPAND ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -2,975 0
EHC funds › ENCOMPASS HEALTH CORP EXIT 0.0% -0.0% 0.0 0 -2,400 0
CUSIP:344911201 funds › FORAN MINING CORPORATION EXIT 0.0% -0.0% 0.0 0 -138,675 0
CUSIP:62847L209 funds › MYECHECK INC COM NEW HOLD 0.0% +0.0% 0.0 17,500 +0 0
XYL funds › XYLEM INC EXIT 0.0% -0.0% 0.0 0 -1,949 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -5,317 0
HSY funds › HERSHEY CO EXIT 0.0% -0.0% 0.0 0 -1,095 0 -79.4% re-entry
OGS funds › One Gas Inc EXIT 0.0% -0.0% 0.0 0 -2,500 0 -44.3% re-entry
CMG funds › CHIPOTLE MEXICAN GRILL INC EXIT 0.0% -0.1% 0.0 0 -98,812 0
UL funds › UNILEVER PLC SPON ADR NEW EXIT 0.0% -0.0% 0.0 0 -6,922 0 -48.3%
CUSIP:G54624203 funds › AMERICAN OVERSEAS ORDF EXIT 0.0% -0.0% 0.0 0 -240 0
CUSIP:G4821Q104 funds › INTL BRIQUETTE HLD ORDF HOLD 0.0% +0.0% 0.0 20,000 +0 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 5,797 308 0.08 45% 0.032 0.816 in
2026Q1 5,462 303 0.09 44% 0.030 0.800 in
2025Q4 5,720 307 0.07 46% 0.032 0.807 in
2025Q3 5,742 303 0.07 44% 0.031 0.800 in
2025Q2 5,538 282 0.10 45% 0.031 0.799 entered
2025Q1 5,257 282 0.00 42% 0.030 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