Fund Universe

Linscomb Wealth, Inc.

CIK 0001313294 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.697
AUM ($M)
2,308
Positions
311
Turnover
0.09
Top-10 wt
45%
Herfindahl
0.033
History (qtrs)
6
Excess Return
-11.1%

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Quarter
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Holdings · 354 positions · portfolio value $2,308M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 11.5% +0.4% 265.7 3,728,468 -168,360 5
IVV funds › ISHARES TR TRIM 9.1% +0.8% 210.2 280,720 -5,464 5
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 4.5% +0.3% 104.3 1,930,191 -45,778 5
IJH funds › ISHARES TR TRIM 4.3% +0.2% 99.6 1,292,307 -73,641 5
EFA funds › ISHARES TR TRIM 3.8% -0.0% 86.5 833,150 -42,579 5
DON funds › WISDOMTREE TR TRIM 3.7% +0.0% 86.3 1,527,377 -51,430 5
VTI funds › VANGUARD INDEX FDS TRIM 2.1% +0.1% 48.7 131,648 -9,011 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 2.1% -3.1% 47.5 347,363 -330,475 5
LRCX funds › LAM RESEARCH CORP TRIM 1.9% +0.8% 42.9 99,082 -13,746 5
AVGO funds › BROADCOM INC TRIM 1.8% +0.1% 40.7 107,845 -16,065 5
SDY funds › SPDR SERIES TRUST TRIM 1.6% -0.1% 36.8 242,037 -14,871 5
DFLV funds › DIMENSIONAL ETF TRUST ADD 1.5% +0.2% 34.3 866,940 +28,879 5
AAPL funds › APPLE INC TRIM 1.4% -0.0% 33.1 114,461 -16,413 5
DHS funds › WISDOMTREE TR TRIM 1.4% -0.0% 32.9 289,052 -8,750 5
MSFT funds › MICROSOFT CORP TRIM 1.3% -0.1% 31.1 83,351 -4,971 5
FBND funds › FIDELITY MERRIMACK STR TR ADD 1.1% +0.3% 24.4 537,070 +151,829 5
AVIV funds › AMERICAN CENTY ETF TR ADD 1.0% +0.1% 23.0 297,218 +39,406 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.0% -0.0% 23.0 70,170 -6,397 5
IQLT funds › ISHARES TR ADD 1.0% +0.1% 22.9 461,807 +13,714 5
CGIE funds › CAPITAL GROUP INTERNATIONAL ADD 0.9% +0.2% 20.2 550,558 +125,854 2 -17.8%
CMI funds › CUMMINS INC TRIM 0.8% +0.1% 18.2 25,588 -2,368 5
ABBV funds › ABBVIE INC TRIM 0.8% +0.0% 17.8 70,722 -6,952 5
WSM funds › WILLIAMS SONOMA INC TRIM 0.8% +0.1% 17.7 76,004 -6,426 5
AMZN funds › AMAZON COM INC TRIM 0.7% +0.0% 16.9 70,715 -5,395 5
CSCO funds › CISCO SYS INC TRIM 0.7% +0.2% 16.7 142,012 -6,410 5
GOOG funds › ALPHABET INC TRIM 0.7% +0.0% 15.7 44,427 -5,924 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.7% -0.2% 15.1 59,468 -14,743 5
TCHP funds › T ROWE PRICE EXCHANGE-TRADED ADD 0.6% +0.1% 14.5 289,957 +509 5
VXF funds › VANGUARD INDEX FDS TRIM 0.6% +0.1% 14.3 58,031 -2,671 5
C funds › CITIGROUP INC TRIM 0.6% +0.1% 14.2 101,671 -7,894 5
RTX funds › RTX CORPORATION TRIM 0.6% -0.1% 13.9 73,296 -4,796 5
DEM funds › WISDOMTREE TR TRIM 0.6% -0.0% 13.6 252,249 -21,199 5
GOOGL funds › ALPHABET INC TRIM 0.6% +0.0% 13.5 37,659 -5,470 5
BAC funds › BANK OF AMER CORP TRIM 0.6% +0.1% 13.3 232,749 -8,643 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.6% +0.0% 12.8 81,176 +1,269 5
QCOM funds › QUALCOMM INC TRIM 0.5% +0.1% 12.6 68,074 -5,847 5
MRK funds › MERCK & CO INC TRIM 0.5% +0.0% 11.9 92,395 -1,216 5
IDV funds › ISHARES TR TRIM 0.5% -0.1% 11.8 285,702 -13,445 5
V funds › VISA INC TRIM 0.5% -0.0% 10.9 31,892 -3,963 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.5% +0.0% 10.9 60,146 -3,025 5
AMGN funds › AMGEN INC TRIM 0.5% -0.0% 10.7 29,620 -1,779 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.5% +0.2% 10.7 211,582 +82,075 5
BOND funds › PIMCO ETF TR ADD 0.5% +0.1% 10.5 113,461 +21,180 5
WMB funds › WILLIAMS COS INC TRIM 0.5% -0.0% 10.4 140,344 -9,075 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.4% -0.1% 10.3 321,962 -39,115 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.4% +0.0% 10.1 32,190 -1,201 5
CVX funds › CHEVRON CORPORATION TRIM 0.4% -0.2% 10.1 60,841 -5,943 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.4% +0.2% 9.6 28,267 +841 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.4% +0.3% 9.6 16,558 -624 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.4% -0.1% 9.6 18,772 -1,016 5
BLK funds › BLACKROCK INC TRIM 0.4% -0.0% 9.6 9,944 -407 5
EES funds › WISDOMTREE TR TRIM 0.4% +0.0% 9.0 132,932 -5,416 5
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.4% -0.1% 8.8 240,205 -35,604 5
DG funds › DOLLAR GEN CORP TRIM 0.4% -0.1% 8.8 76,563 -5,242 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.4% -0.1% 8.7 68,815 -6,717 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.4% +0.0% 8.4 11,264 -290 5
MCD funds › MCDONALDS CORP TRIM 0.4% -0.1% 8.3 30,876 -1,446 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.4% +0.2% 8.3 28,010 -5,363 5
MET funds › METLIFE INC TRIM 0.4% +0.0% 8.2 96,983 -2,742 5
NVDA funds › NVIDIA CORPORATION TRIM 0.4% -0.0% 8.1 40,685 -9,494 5
ABT funds › ABBOTT LABORATORIES TRIM 0.4% -0.1% 8.1 89,044 -3,651 5
DVY funds › ISHARES TR TRIM 0.3% -0.0% 8.0 51,281 -2,792 5
NEE funds › NEXTERA ENERGY INC TRIM 0.3% -0.0% 7.8 89,326 -1,596 5
JHMM funds › JOHN HANCOCK EXCHANGE TRADED ADD 0.3% +0.1% 7.8 104,079 +9,957 5
MS funds › MORGAN STANLEY TRIM 0.3% +0.0% 7.7 36,949 -2,172 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.3% +0.0% 7.5 10,708 -7 5
IWF funds › ISHARES TR ADD 0.3% +0.0% 7.5 60,426 +44,274 5
META funds › META PLATFORMS INC TRIM 0.3% -0.0% 7.4 13,167 -99 5
AMT funds › AMERICAN TOWER CORP TRIM 0.3% -0.0% 7.3 44,854 -1,390 5
EEM funds › ISHARES TR TRIM 0.3% +0.0% 7.3 106,284 -6,493 5
MA funds › MASTERCARD INCORPORATED TRIM 0.3% -0.0% 7.2 13,966 -1,800 5
CUSIP:46641Q308 funds › J P MORGAN EXCHANGE TRADED F TRIM 0.3% -0.0% 6.8 108,749 -7,266 5
PAGP funds › PLAINS GP HLDGS L P TRIM 0.3% -0.0% 6.8 279,677 -26,218 5
PEP funds › PEPSICO INC TRIM 0.3% -0.1% 6.5 48,327 -2,122 5
FELG funds › FIDELITY COVINGTON TRUST ADD 0.3% +0.2% 6.5 149,314 +77,643 2 -0.2%
IWD funds › ISHARES TR TRIM 0.3% +0.0% 6.4 26,353 -2,047 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.3% -0.1% 6.4 150,707 -7,155 5
GSSC funds › GOLDMAN SACHS ETF TR TRIM 0.3% +0.0% 6.3 69,158 -556 5
VTHR funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% +0.0% 6.3 18,939 -1,029 5
TFC funds › TRUIST FINL CORP TRIM 0.3% +0.0% 6.1 122,015 -4,047 5
DFAS funds › DIMENSIONAL ETF TRUST ADD 0.3% +0.1% 5.9 71,986 +17,422 5 +2.6%
CTVA funds › CORTEVA INC TRIM 0.3% -0.0% 5.9 69,468 -14 5
JQUA funds › J P MORGAN EXCHANGE TRADED F ADD 0.3% +0.0% 5.9 81,065 +1,834 5
DFAE funds › DIMENSIONAL ETF TRUST TRIM 0.3% +0.0% 5.8 143,684 -2,804 5
PYLD funds › PIMCO ETF TR ADD 0.2% +0.2% 5.7 215,346 +158,257 2 -31.0%
DGRS funds › WISDOMTREE TR TRIM 0.2% +0.0% 5.7 96,203 -4,490 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.2% +0.1% 5.4 13,056 -120 5
ORCL funds › ORACLE CORP TRIM 0.2% -0.0% 5.4 36,923 -4,704 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.2% -0.0% 5.3 18,162 -327 5
VXUS funds › VANGUARD STAR FDS TRIM 0.2% +0.0% 5.2 60,716 -2,031 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.2% -0.0% 5.1 5,489 -192 5
MDT funds › MEDTRONIC PLC TRIM 0.2% -0.0% 5.1 65,599 -682 5
PFE funds › PFIZER INC TRIM 0.2% -0.0% 5.0 209,174 -5,120 5
VOT funds › VANGUARD INDEX FDS ADD 0.2% +0.1% 5.0 16,286 +7,452 2 +2.0%
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.2% -0.0% 5.0 37,672 +295 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.2% +0.0% 4.9 45,707 -2,023 5
IWB funds › ISHARES TR TRIM 0.2% +0.0% 4.9 11,988 -30 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.2% 4.8 17,016 +11,952 5
IEFA funds › ISHARES TR ADD 0.2% +0.1% 4.8 49,303 +29,781 5 -0.7%
LNG funds › CHENIERE ENERGY INC ADD 0.2% -0.0% 4.6 19,225 +367 5
VYMI funds › VANGUARD WHITEHALL FDS TRIM 0.2% -0.1% 4.6 46,553 -16,191 5
SYK funds › STRYKER CORPORATION TRIM 0.2% -0.0% 4.5 14,351 -471 5
VCRB funds › VANGUARD MALVERN FDS ADD 0.2% +0.2% 4.5 57,967 +51,547 2 -34.2%
COF funds › CAPITAL ONE FINL CORP TRIM 0.2% +0.0% 4.4 22,069 -200 5
VONG funds › VANGUARD SCOTTSDALE FDS TRIM 0.2% +0.0% 4.4 34,606 -173 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% -0.0% 4.2 23,635 +22,660 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.2% +0.0% 4.1 17,276 -383 5
GE funds › GE AEROSPACE TRIM 0.2% +0.0% 4.1 10,936 -207 5
UNP funds › UNION PAC CORP ADD 0.2% +0.0% 4.1 14,974 +324 5
DLN funds › WISDOMTREE TR TRIM 0.2% +0.0% 4.1 42,205 -103 5
CCI funds › CROWN CASTLE INC ADD 0.2% -0.0% 4.1 53,512 +145 5
EMR funds › EMERSON ELEC CO ADD 0.2% +0.0% 4.1 28,302 +947 5
GD funds › GENERAL DYNAMICS CORP ADD 0.2% +0.0% 4.0 11,318 +339 5
IWR funds › ISHARES TR ADD 0.2% +0.1% 4.0 36,105 +17,960 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.2% -0.1% 3.8 30,633 +1,783 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 3.8 112,528 +563 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.2% +0.0% 3.7 62,511 -1,345 5
LH funds › LABCORP HOLDINGS INC ADD 0.2% +0.0% 3.7 13,246 +347 5
O funds › REALTY INCOME CORP ADD 0.2% +0.0% 3.7 59,855 +2,742 4 -8.9%
LOW funds › LOWES COS INC TRIM 0.2% -0.0% 3.7 16,770 -71 5
HON funds › HONEYWELL INTL INC NEW 0.2% +0.2% 3.6 16,266 +16,266 1 -11.2%
YUM funds › YUM BRANDS INC TRIM 0.2% -0.0% 3.6 22,495 -271 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.2% +0.2% 3.6 16,126 +16,126 1 -104.9%
FFIV funds › F5 INC TRIM 0.2% +0.0% 3.5 8,496 -67 5
PHO funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 3.5 51,008 -7,400 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.1% -0.0% 3.4 36,567 +727 5
VBR funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 3.3 13,647 -487 5
WAT funds › WATERS CORP ADD 0.1% +0.0% 3.3 8,821 +25 5
FIS funds › FIDELITY NATL INFORMATION SV ADD 0.1% -0.0% 3.3 84,117 +2,477 5
CME funds › CME GROUP INC ADD 0.1% -0.1% 3.3 14,771 +31 5 -23.8%
ECL funds › ECOLAB INC ADD 0.1% +0.0% 3.1 11,138 +495 5
CI funds › THE CIGNA GROUP ADD 0.1% +0.0% 3.0 10,730 +352 5
A funds › AGILENT TECHNOLOGIES INC ADD 0.1% +0.0% 2.9 21,905 +2,957 4 +3.6%
IDMO funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.1% 2.8 47,105 +18,142 2 -12.1%
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% +0.0% 2.8 5,496 +479 5
OXY funds › OCCIDENTAL PETE CORP TRIM 0.1% -0.1% 2.7 56,466 -35,124 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 2.7 3,969 -1,774 5
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 2.7 33,616 +25,091 5
QQQ funds › INVESCO QQQ TR TRIM 0.1% -0.0% 2.6 3,472 -1,047 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 2.5 32,103 +0 5
NOW funds › SERVICENOW INC ADD 0.1% +0.0% 2.5 25,076 +3,943 5
MDYG funds › SPDR SERIES TRUST TRIM 0.1% +0.0% 2.5 21,977 -461 5
SUN funds › SUNOCO LP/SUNOCO FIN CORP HOLD 0.1% +0.0% 2.4 35,058 +0 5
ANET funds › ARISTA NETWORKS INC ADD 0.1% +0.0% 2.3 13,455 +522 3 +58.4%
VEEV funds › VEEVA SYS INC ADD 0.1% +0.0% 2.2 12,579 +975 5
VOE funds › VANGUARD INDEX FDS ADD 0.1% +0.1% 2.2 11,293 +8,398 2 -7.8%
MGC funds › VANGUARD WORLD FD ADD 0.1% +0.0% 2.2 8,097 +3,498 2 +1.8% re-entry
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 2.2 14,132 +601 5
CUSIP:497266106 funds › KIRBY CORP HOLD 0.1% -0.0% 2.1 15,488 +0 5
IEMG funds › ISHARES INC ADD 0.1% +0.0% 2.0 24,494 +11,569 2 -10.9%
BDX funds › BECTON DICKINSON & CO ADD 0.1% +0.0% 2.0 12,948 +1,572 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 1.9 5,453 -1,192 5
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.1% -0.0% 1.8 14,997 +1,406 5
NUE funds › NUCOR CORP TRIM 0.1% +0.0% 1.8 7,900 -100 5
AVEM funds › AMERICAN CENTY ETF TR ADD 0.1% +0.0% 1.7 17,981 +9,352 2 -11.1%
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.1% -0.0% 1.7 97,788 -45,272 2 -22.1%
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 1.7 34,042 +9,133 2 -32.5%
KO funds › COCA COLA CO TRIM 0.1% -0.2% 1.7 21,081 -47,375 5
BND funds › VANGUARD BD INDEX FDS ADD 0.1% +0.0% 1.7 22,669 +3,136 5
CAT funds › CATERPILLAR INC TRIM 0.1% -0.0% 1.7 1,562 -1,065 5
CSX funds › CSX CORP TRIM 0.1% +0.0% 1.6 34,073 -728 5
VLO funds › VALERO ENERGY CORP TRIM 0.1% +0.0% 1.6 5,972 -121 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% +0.0% 1.5 21,449 +917 5
ET funds › ENERGY TRANSFER L P TRIM 0.1% -0.1% 1.5 80,734 -73,954 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 1.5 10,517 -2,086 5
CQP funds › CHENIERE ENERGY PARTNERS L P HOLD 0.1% -0.0% 1.5 25,000 +0 5
MPC funds › MARATHON PETE CORP TRIM 0.1% +0.0% 1.5 5,952 -54 5
SSB funds › SOUTHSTATE BK CORP TRIM 0.1% -0.0% 1.5 15,071 -791 4 -2.1%
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% +0.0% 1.5 2 +0 5
TXN funds › TEXAS INSTRS INC TRIM 0.1% +0.0% 1.4 4,768 -1,441 5
TSLA funds › TESLA INC TRIM 0.1% -0.0% 1.4 3,298 -760 5
SPGI funds › S&P GLOBAL INC ADD 0.1% +0.0% 1.4 3,392 +532 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.4 15,842 +13,297 5
IUSB funds › ISHARES TR TRIM 0.1% -0.0% 1.3 28,984 -2,179 5
LLY funds › ELI LILLY & CO TRIM 0.1% +0.0% 1.3 1,056 -21 5
TJX funds › TJX COS INC NEW TRIM 0.1% -0.0% 1.2 7,809 -321 5
WMT funds › WALMART INC TRIM 0.1% -0.0% 1.2 10,374 -2,107 5
EXP funds › EAGLE MATLS INC HOLD 0.0% +0.0% 1.1 4,923 +0 5
OEF funds › ISHARES TR HOLD 0.0% +0.0% 1.1 2,953 +0 3 -4.1%
IJR funds › ISHARES TR TRIM 0.0% +0.0% 1.0 7,071 -135 5
IWP funds › ISHARES TR HOLD 0.0% +0.0% 1.0 6,949 +0 5
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 1.0 13,314 -1,843 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.1% 1.0 9,203 -10,239 5
APA funds › APA CORPORATION HOLD 0.0% -0.0% 0.9 29,059 +0 5
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.9 4,239 -1,201 5
DGRO funds › ISHARES TR TRIM 0.0% +0.0% 0.9 12,051 -608 5
VMC funds › VULCAN MATLS CO HOLD 0.0% +0.0% 0.9 3,070 +0 5
MPLX funds › MPLX LP TRIM 0.0% -0.0% 0.9 16,002 -5,098 5
JMOM funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.9 10,085 +2,665 2 +18.2%
FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.0% -0.0% 0.8 16,881 -1,855 5
PIO funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.8 18,178 -7,889 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.8 3,434 +72 5
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 0.8 6,320 -138 5
BX funds › BLACKSTONE INC TRIM 0.0% -0.0% 0.8 6,708 -4,124 5
IWM funds › ISHARES TR TRIM 0.0% +0.0% 0.8 2,609 -83 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 0.8 2,251 -560 5
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 0.8 10,596 -386 5 -54.1%
CW funds › CURTISS WRIGHT CORP TRIM 0.0% -0.0% 0.8 997 -220 5
TFI funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.7 16,365 -167 5
KIM funds › KIMCO REALTY CORP TRIM 0.0% -0.1% 0.7 29,435 -131,292 5
IESC funds › IES HOLDINGS INC HOLD 0.0% +0.0% 0.7 1,000 +0 5 +103.0%
TRGP funds › TARGA RES CORP TRIM 0.0% -0.0% 0.7 2,739 -1,805 5
CNP funds › CENTERPOINT ENERGY INC TRIM 0.0% -0.0% 0.7 16,475 -6,408 5
GLD funds › SPDR GOLD TR TRIM 0.0% -0.1% 0.7 1,928 -2,514 5
AON funds › AON PLC ADD 0.0% +0.0% 0.7 2,138 +1,226 5
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% +0.0% 0.7 5,737 -341 5
LUV funds › SOUTHWEST AIRLS CO TRIM 0.0% -0.0% 0.7 12,769 -5,203 5
VSGX funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.6 7,875 +124 5
Q funds › QNITY ELECTRONICS INC TRIM 0.0% +0.0% 0.6 3,968 -856 2 +32.5%
OKE funds › ONEOK INC NEW TRIM 0.0% -0.0% 0.6 7,445 -2,552 5
KKR funds › KKR & CO INC TRIM 0.0% -0.0% 0.6 7,000 -5,453 5
FAST funds › FASTENAL CO TRIM 0.0% -0.0% 0.6 13,349 -267 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.6 3,364 -3,543 3 +24.8% re-entry
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.6 2,850 -905 5
VB funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.6 2,046 -148 5
IUSG funds › ISHARES TR HOLD 0.0% +0.0% 0.6 3,277 +0 5
SPYG funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.6 5,157 -1,001 5
IRM funds › IRON MTN INC DEL TRIM 0.0% +0.0% 0.6 4,757 -197 5
FTEC funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.6 2,080 +0 5
ENB funds › ENBRIDGE INC TRIM 0.0% -0.0% 0.6 10,690 -12,349 5
SO funds › SOUTHERN CO ADD 0.0% +0.0% 0.6 5,762 +247 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 0.5 1,065 -1,208 5
WES funds › WESTERN MIDSTREAM PARTNERS L TRIM 0.0% -0.0% 0.5 12,068 -7,661 5
FNDF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.5 9,964 +9,964 1 +1.8%
IXUS funds › ISHARES TR TRIM 0.0% -0.0% 0.5 5,414 -830 5
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.5 3,012 -3,567 5
MOO funds › VANECK ETF TRUST TRIM 0.0% -0.0% 0.5 6,300 -1,775 5
T funds › AT&T INC TRIM 0.0% -0.0% 0.5 23,975 -9,697 5
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.5 3,607 +3,607 1 -23.3%
IVE funds › ISHARES TR TRIM 0.0% -0.0% 0.5 2,154 -1,068 5
PSA funds › PUBLIC STORAGE TRIM 0.0% +0.0% 0.5 1,530 -9 5
MDLZ funds › MONDELEZ INTL INC TRIM 0.0% -0.0% 0.5 8,374 -534 5
TDY funds › TELEDYNE TECHNOLOGIES INC HOLD 0.0% +0.0% 0.5 695 +0 5
SUB funds › ISHARES TR TRIM 0.0% -0.0% 0.4 4,197 -3,427 5
IJK funds › ISHARES TR HOLD 0.0% +0.0% 0.4 3,757 +0 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% +0.0% 0.4 2,868 -125 5
ARKQ funds › ARK ETF TR HOLD 0.0% +0.0% 0.4 3,075 +0 2 -17.2%
LIN funds › LINDE PLC TRIM 0.0% -0.0% 0.4 778 -157 5
ESML funds › ISHARES TR ADD 0.0% +0.0% 0.4 7,189 +1,052 5
BSV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.4 5,154 -384 5
CB funds › CHUBB LIMITED TRIM 0.0% -0.0% 0.4 1,163 -125 5
FDMO funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.4 4,000 +0 5
SMH funds › VANECK ETF TRUST TRIM 0.0% +0.0% 0.4 599 -7 3 +85.8%
HRL funds › HORMEL FOODS CORP TRIM 0.0% -0.0% 0.4 15,642 -1,469 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.4 3,202 +2,686 5
IWO funds › ISHARES TR HOLD 0.0% +0.0% 0.4 969 +0 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.4 7,511 -459 5
IWS funds › ISHARES TR TRIM 0.0% -0.0% 0.4 2,305 -3,789 5
ETN funds › EATON CORP PLC TRIM 0.0% +0.0% 0.4 864 -41 5
D funds › DOMINION ENERGY INC TRIM 0.0% +0.0% 0.4 5,288 -138 5
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.4 2,350 +2,350 1 +140.9% re-entry
TGT funds › TARGET CORP TRIM 0.0% -0.0% 0.4 2,731 -200 5
SBUX funds › STARBUCKS CORP TRIM 0.0% +0.0% 0.4 3,446 -343 5
AVUS funds › AMERICAN CENTY ETF TR TRIM 0.0% +0.0% 0.3 2,708 -25 5
GWRE funds › GUIDEWIRE SOFTWARE INC HOLD 0.0% -0.0% 0.3 2,817 +0 5
SPYV funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 5,548 +5,548 1 +4.8%
SPDW funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.3 6,662 -616 5
VNQ funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.3 3,467 +0 5
MTUM funds › ISHARES TR HOLD 0.0% +0.0% 0.3 942 +0 3 +19.5%
SPHY funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 13,725 +13,725 1 -16.3%
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.3 3,888 -5,522 5
POWL funds › POWELL INDS INC ADD 0.0% +0.0% 0.3 1,119 +746 2 -0.4%
VGK funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.3 3,606 -197 5 -3.2%
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.3 1,431 -100 5
JPIE funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.3 6,889 +6,889 1 -18.1%
IAG funds › IAMGOLD CORP HOLD 0.0% -0.0% 0.3 20,000 +0 5
SEZL funds › SEZZLE INC NEW 0.0% +0.0% 0.3 1,840 +1,840 1 +135.7% re-entry
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 0.3 6,748 -4,826 5
IBOC funds › INTERNATIONAL BANCSHARES COR HOLD 0.0% +0.0% 0.3 4,077 +0 5
ELAN funds › ELANCO ANIMAL HEALTH INC TRIM 0.0% -0.0% 0.3 12,553 -5,309 5
IWN funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,395 +0 5
ITOT funds › ISHARES TR TRIM 0.0% +0.0% 0.3 1,874 -176 5
VBK funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.3 829 -12 5
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 0.3 254 -73 2 +39.6% re-entry
ICF funds › ISHARES TR HOLD 0.0% +0.0% 0.3 4,410 +0 5
DE funds › DEERE & CO TRIM 0.0% +0.0% 0.3 469 -23 5
BA funds › BOEING CO TRIM 0.0% -0.0% 0.3 1,336 -577 5
RSPH funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.3 8,631 +1,020 2 -7.2%
TTE funds › TOTALENERGIES SE ADD 0.0% -0.0% 0.3 3,618 +164 3 +32.3%
BHE funds › BENCHMARK ELECTRS INC NEW 0.0% +0.0% 0.3 2,813 +2,813 1 -28.7% re-entry
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.0% -0.0% 0.3 8,097 +112 2 -45.7%
SPYM funds › SPDR SERIES TRUST TRIM 0.0% +0.0% 0.3 3,056 -260 5
QEFA funds › SPDR INDEX SHS FDS HOLD 0.0% +0.0% 0.3 2,784 +0 3 +0.1%
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.0% +0.0% 0.3 1,060 -16 5
AGG funds › ISHARES TR TRIM 0.0% -0.3% 0.3 2,625 -60,197 5
JCPB funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% -0.0% 0.3 5,511 +0 5
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 0.3 10,503 -1,827 5
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 0.3 3,269 -684 5
VOOG funds › VANGUARD ADMIRAL FDS INC ADD 0.0% -0.0% 0.3 3,048 +2,440 4 +1.6%
SCZ funds › ISHARES TR TRIM 0.0% -0.0% 0.3 3,044 -431 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 0.2 9,005 -447 5
MUB funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,233 -9 4 -17.0%
MMM funds › 3M CO TRIM 0.0% +0.0% 0.2 1,483 -52 5
IVW funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,715 +1,715 1 -3.5% re-entry
SHM funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.2 4,909 +0 5
XLF funds › SELECT SECTOR SPDR TR HOLD 0.0% +0.0% 0.2 4,363 +0 4 -9.4%
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% +0.0% 0.2 1,700 -27 2 -35.9% re-entry
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.2 452 -107 5
IAU funds › ISHARES GOLD TR NEW 0.0% +0.0% 0.2 2,990 +2,990 1 -40.1%
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.0% -0.0% 0.2 894 +0 4 -34.0%
CPT funds › CAMDEN PPTY TR NEW 0.0% +0.0% 0.2 1,923 +1,923 1 +5.4% re-entry
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% +0.0% 0.2 1,034 -48 2 -7.9%
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.2 110 +110 1 -40.9%
IUSV funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,935 +1,935 1 +5.4%
PPG funds › PPG INDS INC NEW 0.0% +0.0% 0.2 1,748 +1,748 1 +28.6%
ATI funds › ATI INC NEW 0.0% +0.0% 0.2 1,042 +1,042 1 +455.3%
IWV funds › ISHARES TR NEW 0.0% +0.0% 0.2 474 +474 1 +4.2% re-entry
SAP funds › SAP SE HOLD 0.0% -0.0% 0.2 1,311 +0 5
VHT funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.2 670 +670 1 +63.2% re-entry
VG funds › VENTURE GLOBAL INC TRIM 0.0% -0.0% 0.2 14,550 -8,010 3 +86.1%
REI funds › RING ENERGY INC HOLD 0.0% -0.0% 0.1 92,272 +0 3 +41.9%
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.3% 0.0 0 -33,524 0
NAK funds › NORTHERN DYNASTY MINERALS LT EXIT 0.0% -0.0% 0.0 0 -26,500 0 -54.1%
DIS funds › DISNEY WALT CO EXIT 0.0% -0.0% 0.0 0 -3,412 0 -44.8% re-entry
VRSK funds › VERISK ANALYTICS INC EXIT 0.0% -0.0% 0.0 0 -3,387 0 -50.8%
RQI funds › COHEN & STEERS QUALITY INCOM EXIT 0.0% -0.0% 0.0 0 -32,239 0 -39.6%
QQQI funds › NEOS ETF TRUST EXIT 0.0% -0.1% 0.0 0 -25,030 0 +15.0%
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -7,151 0
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC EXIT 0.0% -0.0% 0.0 0 -664 0 +80.1%
DFSD funds › DIMENSIONAL ETF TRUST EXIT 0.0% -0.1% 0.0 0 -33,970 0 -41.8%
AGNC funds › AGNC INVT CORP EXIT REIT 0.0% -0.0% 0.0 0 -12,031 0
SRE funds › SEMPRA EXIT 0.0% -0.1% 0.0 0 -14,265 0 -47.9%
AESI funds › ATLAS ENERGY SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -35,098 0 +620.9%
FANG funds › DIAMONDBACK ENERGY INC EXIT 0.0% -0.0% 0.0 0 -1,427 0 +95.4%
NKE funds › NIKE INC EXIT 0.0% -0.2% 0.0 0 -64,774 0
SHOP funds › SHOPIFY INC EXIT 0.0% -0.0% 0.0 0 -1,700 0 -56.2%
BMY funds › BRISTOL-MYERS SQUIBB CO EXIT 0.0% -0.0% 0.0 0 -5,325 0 -54.6%
FITB funds › FIFTH THIRD BANCORP EXIT 0.0% -0.1% 0.0 0 -33,126 0 -70.4%
CBAN funds › COLONY BANKCORP INC EXIT 0.0% -0.0% 0.0 0 -23,377 0 -56.4%
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -2,179 0 -21.3%
SCHX funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -26,323 0 -1.9%
GDX funds › VANECK ETF TRUST EXIT 0.0% -0.0% 0.0 0 -4,129 0 -82.5%
URA funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -4,545 0 -58.4%
FDX funds › FEDEX CORP EXIT 0.0% -0.0% 0.0 0 -1,056 0 -43.4%
XLE funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -3,776 0 +27.8%
DOW funds › DOW HLDGS INC EXIT 0.0% -0.0% 0.0 0 -6,317 0
PAYX funds › PAYCHEX INC EXIT 0.0% -0.0% 0.0 0 -2,306 0
CINF funds › CINCINNATI FINL CORP EXIT 0.0% -0.2% 0.0 0 -29,159 0 -32.6%
SLV funds › ISHARES SILVER TR EXIT 0.0% -0.0% 0.0 0 -4,736 0 +112.7%
XIFR funds › XPLR INFRASTRUCTURE LP EXIT 0.0% -0.0% 0.0 0 -13,001 0 +4.6%
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.1% 0.0 0 -76,518 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.0% 0.0 0 -2,975 0 -73.9%
RWL funds › INVESCO EXCH TRADED FD TR II EXIT 0.0% -0.0% 0.0 0 -1,799 0 -20.1%
AFL funds › AFLAC INC EXIT Common Stock 0.0% -0.0% 0.0 0 -1,978 0 -24.7%
DFGX funds › DIMENSIONAL ETF TRUST EXIT 0.0% -0.0% 0.0 0 -19,338 0 -46.1%
CVS funds › CVS HEALTH CORP EXIT 0.0% -0.0% 0.0 0 -4,273 0 +99.0%
FNDX funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -9,286 0 -13.9%
NVS funds › NOVARTIS AG EXIT 0.0% -0.0% 0.0 0 -1,804 0 -66.2%
MINT funds › PIMCO ETF TR EXIT 0.0% -0.0% 0.0 0 -2,569 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -12,045 0
SCHD funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.0% 0.0 0 -13,045 0 -27.1%
MOGA funds › MOOG INC EXIT 0.0% -0.0% 0.0 0 -2,176 0
FELC funds › FIDELITY COVINGTON TRUST EXIT 0.0% -0.0% 0.0 0 -11,074 0 +1.9%
CUSIP:858927106 funds › STELLAR BANCORP INC EXIT 0.0% -0.0% 0.0 0 -15,742 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 2,308 311 0.09 45% 0.033 0.693 in
2026Q1 2,247 335 0.10 46% 0.032 0.692 in
2025Q4 2,382 305 0.03 45% 0.033 0.762 in
2025Q3 2,321 307 0.03 45% 0.032 0.760 in
2025Q2 2,176 304 0.05 45% 0.032 0.771 entered
2025Q1 2,008 292 0.00 45% 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