Fund Universe

Capital Research Global Investors

CIK 0001422848 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.983
AUM ($M)
716,872
Positions
426
Turnover
0.11
Top-10 wt
37%
Herfindahl
0.020
History (qtrs)
6
Excess Return
-11.2%

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Holdings · 494 positions · portfolio value $716,872M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVGO funds › BROADCOM INC TRIM 6.0% +0.4% 42,731.5 113,126,312 -2,898,986 5
NVDA funds › NVIDIA CORPORATION ADD 5.7% +0.4% 40,564.7 202,740,420 +9,702,720 5
MSFT funds › MICROSOFT CORP TRIM 4.9% -0.6% 35,342.5 94,750,369 -1,342,692 5
AMZN funds › AMAZON COM INC ADD 4.0% +0.2% 28,745.4 120,603,873 +2,169,606 5
LLY funds › ELI LILLY & CO TRIM 3.5% -0.0% 25,037.5 20,873,140 -3,759,507 5
GOOGL funds › ALPHABET INC ADD 3.1% +0.5% 22,345.3 62,527,250 +4,980,503 5
META funds › META PLATFORMS INC ADD 3.1% +0.4% 22,317.4 39,619,778 +8,709,803 5
AAPL funds › APPLE INC TRIM 2.4% -0.1% 17,184.9 59,393,712 -4,642,016 5
AMAT funds › APPLIED MATLS INC TRIM 2.2% +0.7% 16,020.3 22,159,097 -7,296,327 5
PM funds › PHILIP MORRIS INTL INC ADD 2.1% +0.1% 15,242.6 84,253,663 +4,430,638 5
GOOG funds › ALPHABET INC ADD 2.1% +0.3% 15,154.3 42,891,466 +2,586,116 5
GE funds › GE AEROSPACE TRIM 1.6% +0.1% 11,564.2 30,942,708 -3,781,920 5
SBUX funds › STARBUCKS CORP ADD 1.6% +0.1% 11,205.3 109,649,535 +7,301,016 5
RCL funds › ROYAL CARIBBEAN GROUP ADD 1.5% +0.3% 10,877.5 34,256,274 +6,000,573 5
INTC funds › INTEL CORP TRIM 1.4% +0.9% 10,297.3 73,749,883 -3,551,980 5
RTX funds › RTX CORPORATION ADD 1.4% -0.2% 9,931.6 52,346,255 +8,869 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 1.4% -0.1% 9,681.7 19,490,637 -1,635,327 5
UBER funds › UBER TECHNOLOGIES INC ADD 1.3% +0.0% 9,429.1 130,662,156 +14,322,517 5
JPM funds › JPMORGAN CHASE & CO ADD 1.3% +0.0% 9,082.3 27,746,323 +332,928 5
LIN funds › LINDE PLC ADD 1.3% +0.0% 9,045.0 17,430,716 +1,378,782 5
CSCO funds › CISCO SYS INC ADD 1.1% +0.3% 7,890.3 67,174,294 +3,225,190 2 +87.9%
CARR funds › CARRIER GLOBAL CORPORATION TRIM 1.1% +0.1% 7,779.9 106,065,347 -10,327,315 5
ABBV funds › ABBVIE INC TRIM 1.1% +0.0% 7,574.8 30,101,551 -1,153,235 5
WFC funds › WELLS FARGO & CO ADD 0.9% -0.0% 6,313.4 76,395,745 +3,502,163 5
GLW funds › CORNING INC ADD 0.9% +0.4% 6,308.8 24,698,700 +2,851,205 4 +135.2%
MA funds › MASTERCARD INCORPORATED TRIM 0.8% -0.2% 5,971.2 11,626,317 -2,258,265 5
HD funds › HOME DEPOT INC ADD 0.8% +0.1% 5,925.9 16,802,396 +1,816,088 5
ORCL funds › ORACLE CORP ADD 0.8% +0.1% 5,824.8 39,746,237 +7,606,983 5
PGR funds › PROGRESSIVE CORP ADD 0.8% +0.1% 5,799.7 26,549,107 +3,974,965 5
MELI funds › MERCADOLIBRE INC ADD 0.7% +0.0% 5,326.4 3,138,040 +420,868 5
APH funds › AMPHENOL CORP ADD 0.7% +0.2% 5,198.3 29,487,845 +2,857,216 5
D funds › DOMINION ENERGY INC ADD 0.7% +0.2% 5,043.6 73,855,890 +24,879,843 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.7% +0.2% 4,999.3 10,474,198 +484,526 5
NFLX funds › NETFLIX INC. ADD 0.7% -0.3% 4,905.5 68,701,246 +655,265 5
UNP funds › UNION PAC CORP ADD 0.6% +0.0% 4,654.6 17,112,417 +206,008 5
CNQ funds › CANADIAN NAT RES LTD MED TER TRIM 0.6% -0.6% 4,592.0 116,067,730 -48,364,929 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.6% -0.3% 4,558.5 33,342,063 -359,411 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.6% +0.4% 4,417.9 3,827,473 -328,786 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.6% -0.1% 4,378.6 10,534,177 -6,578,041 5
BLK funds › BLACKROCK INC TRIM 0.6% -0.1% 4,286.8 4,458,212 -152,206 5
MO funds › ALTRIA GROUP INC ADD 0.6% +0.3% 4,220.2 58,653,624 +32,973,712 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.6% +0.2% 4,175.3 4,326,781 -1,409,289 5
CVNA funds › CARVANA CO ADD 0.6% +0.1% 4,174.3 63,423,386 +52,572,881 5
TDG funds › TRANSDIGM GROUP INC TRIM 0.6% +0.0% 4,155.1 3,119,490 -24,019 5
MDLZ funds › MONDELEZ INTL INC ADD 0.6% -0.0% 4,030.1 69,663,227 +1,359,061 5
MS funds › MORGAN STANLEY TRIM 0.5% +0.0% 3,777.5 18,070,606 -2,200,114 5
TSLA funds › TESLA INC TRIM 0.5% +0.0% 3,574.7 8,499,204 -125,609 5
ABT funds › ABBOTT LABORATORIES TRIM 0.5% -0.3% 3,349.2 36,908,990 -12,866,372 5
CNP funds › CENTERPOINT ENERGY INC TRIM 0.4% -0.0% 3,143.9 71,382,073 -893,811 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.4% -0.0% 3,108.2 10,602,157 +191,647 5
IP funds › INTERNATIONAL PAPER CO TRIM 0.4% -0.0% 2,989.7 78,469,265 -26,334 5
KLAC funds › KLA CORP ADD 0.4% +0.2% 2,936.8 9,747,977 +8,771,539 5
ALNY funds › ALNYLAM PHARMACEUTICALS INC ADD 0.4% -0.1% 2,935.1 9,750,699 +279,518 5
TRP funds › TC ENERGY CORP TRIM 0.4% -0.0% 2,883.0 43,524,159 -1,323,129 5
CMCSA funds › COMCAST CORP NEW ADD 0.4% -0.0% 2,850.6 116,113,743 +26,539,350 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.4% -0.1% 2,836.1 23,972,610 -2,209,862 5
EOG funds › EOG RES INC TRIM 0.4% -0.2% 2,791.3 21,516,340 -4,540,530 5
VIK funds › VIKING HOLDINGS LTD ADD 0.4% +0.1% 2,671.5 25,523,184 +2,837,073 5
FCX funds › FREEPORT MCMORAN INC ADD 0.4% -0.0% 2,610.1 41,503,051 +661,121 5
CVS funds › CVS HEALTH CORP ADD 0.4% +0.1% 2,516.9 24,329,151 +4,316,819 5
GILD funds › GILEAD SCIENCES INC TRIM 0.3% -0.2% 2,450.1 19,393,296 -7,734,237 5
MCD funds › MCDONALDS CORP ADD 0.3% +0.0% 2,422.4 8,961,454 +2,067,217 5
XEL funds › XCEL ENERGY INC ADD 0.3% -0.0% 2,352.9 29,301,965 +2,043,441 5
CAT funds › CATERPILLAR INC TRIM 0.3% -0.0% 2,341.4 2,198,729 -1,002,120 5
WM funds › WASTE MGMT INC DEL ADD 0.3% +0.0% 2,326.5 10,438,136 +1,706,093 5
AMGN funds › AMGEN INC TRIM 0.3% -0.1% 2,271.4 6,272,625 -682,720 5
ANET funds › ARISTA NETWORKS INC TRIM 0.3% +0.0% 2,236.2 13,164,137 -1,595,030 5
URI funds › UNITED RENTALS INC TRIM 0.3% -0.0% 2,178.3 1,922,865 -802,595 5
PLD funds › PROLOGIS INC. TRIM 0.3% -0.0% 2,156.1 15,915,752 -1,024,666 5
AFRM funds › AFFIRM HLDGS INC ADD 0.3% +0.1% 2,120.4 26,000,572 +1,408,539 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.3% -0.0% 2,079.5 4,147,545 -267,076 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.0% 2,073.6 8,164,545 -575,443 5
IR funds › INGERSOLL RAND INC TRIM 0.3% -0.1% 2,067.3 25,215,025 -4,254,750 5
DHR funds › DANAHER CORP DEL ADD 0.3% +0.0% 2,060.7 10,818,030 +1,920,257 5
DASH funds › DOORDASH INC ADD 0.3% +0.2% 2,019.7 10,944,937 +5,840,368 5
ENTG funds › ENTEGRIS INC TRIM 0.3% +0.1% 2,015.6 11,207,917 -162,458 4 +88.9%
SW funds › SMURFIT WESTROCK PLC ADD 0.3% +0.0% 1,972.3 42,634,328 +3,662,577 5
BA funds › BOEING CO ADD 0.3% +0.1% 1,953.2 9,023,177 +4,954,050 5
NU funds › NU HLDGS LTD ADD 0.3% -0.0% 1,907.2 142,761,832 +14,300,365 5
DTE funds › DTE ENERGY CO TRIM 0.3% -0.1% 1,904.1 12,496,338 -1,714,887 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.3% -0.0% 1,894.6 7,694,464 -1,044,181 5
BTI funds › BRITISH AMERN TOB PLC TRIM 0.3% -0.0% 1,873.3 30,330,845 -632,056 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.3% -0.0% 1,853.8 8,277,905 -278,215 5
CRM funds › SALESFORCE INC TRIM 0.3% -0.1% 1,839.7 11,742,835 -1,962,729 5
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.3% -0.0% 1,829.0 10,973,649 -327,539 5
KO funds › COCA COLA CO TRIM 0.3% -0.1% 1,813.3 22,311,289 -7,165,615 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.3% +0.1% 1,799.1 2,816,570 -493,055 2 +199.5%
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.2% +0.2% 1,783.5 10,438,223 +10,438,223 1 -90.9%
PNW funds › PINNACLE WEST CAP CORP ADD 0.2% -0.0% 1,764.9 16,494,147 +57,253 5
NEE funds › NEXTERA ENERGY INC TRIM 0.2% -0.3% 1,764.2 20,100,508 -15,559,435 5
XPO funds › XPO INC TRIM 0.2% -0.1% 1,698.1 8,271,824 -1,316,367 5
TXN funds › TEXAS INSTRS INC TRIM 0.2% -0.0% 1,684.8 5,652,557 -3,258,886 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% +0.1% 1,597.7 8,963,708 +8,829,551 5
MDLN funds › MEDLINE INC ADD 0.2% +0.1% 1,576.2 39,963,790 +16,802,120 3 -46.8%
WELL funds › WELLTOWER INC ADD 0.2% +0.0% 1,563.7 6,889,084 +354,152 5
BX funds › BLACKSTONE INC TRIM 0.2% -0.0% 1,552.6 13,195,066 -1,545,820 5
FICO funds › FAIR ISAAC CORP ADD 0.2% +0.0% 1,549.4 1,296,893 +177,436 3 -72.5%
CVE funds › CENOVUS ENERGY INC TRIM 0.2% -0.2% 1,483.1 59,770,371 -45,475,174 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.2% -0.0% 1,429.5 5,750,152 +962,158 5
V funds › VISA INC TRIM 0.2% -0.1% 1,398.7 4,077,194 -1,944,888 5
KKR funds › KKR & CO INC TRIM 0.2% -0.1% 1,349.9 14,708,910 -2,070,189 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.2% -0.0% 1,319.7 4,879,245 +120,954 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.2% -0.0% 1,313.6 3,708,400 -217,670 5
SWK funds › STANLEY BLACK & DECKER INC ADD 0.2% +0.0% 1,234.6 13,117,876 +141,878 5
BKR funds › BAKER HUGHES COMPANY ADD 0.2% -0.0% 1,222.8 22,032,387 +68,775 5
CB funds › CHUBB LIMITED TRIM 0.2% -0.2% 1,200.2 3,522,326 -2,775,199 5
NVR funds › NVR INC ADD 0.2% -0.0% 1,116.3 163,844 +879 5
MDT funds › MEDTRONIC PLC TRIM 0.1% -0.4% 1,037.4 13,261,310 -28,665,280 5
OVV funds › OVINTIV INC ADD 0.1% +0.1% 1,023.8 19,445,689 +14,084,474 2 +62.8%
UDR funds › UDR INC TRIM 0.1% +0.0% 1,020.7 25,567,641 -59,068 5
SNPS funds › SYNOPSYS INC ADD 0.1% +0.0% 1,017.0 2,279,877 +216,999 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 1,005.2 6,855,096 -1,578,237 5
ATI funds › ATI INC TRIM 0.1% +0.0% 1,004.0 5,093,768 -1,066,339 5
SHW funds › SHERWIN WILLIAMS CO TRIM 0.1% -0.0% 995.9 2,892,276 -720,774 5
APP funds › APPLOVIN CORP TRIM 0.1% -0.0% 981.6 1,905,302 -733,567 4 -50.2%
CSX funds › CSX CORP ADD 0.1% +0.0% 961.1 20,221,215 +551,295 5
TSCO funds › TRACTOR SUPPLY CO ADD 0.1% +0.1% 949.0 30,021,332 +19,386,692 2 -85.0%
GOOGM funds › ALPHABET INC NEW 0.1% +0.1% 932.8 18,330,677 +18,330,677 1 -35.3%
T funds › AT&T INC TRIM 0.1% -0.1% 928.1 44,833,995 -16,738,388 5
DHI funds › D R HORTON INC ADD 0.1% +0.0% 926.3 5,686,635 +1,028,889 5
GOOGN funds › ALPHABET INC NEW 0.1% +0.1% 922.0 18,330,577 +18,330,577 1 -35.0%
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.1% +0.1% 919.2 3,085,747 -1,312,729 4 +171.0%
EXR funds › EXTRA SPACE STORAGE INC ADD 0.1% +0.0% 915.4 6,300,111 +45,923 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.1% -0.0% 870.0 10,718,961 +148,411 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.1% 855.4 7,491,701 -4,150,231 5
ARM funds › ARM HOLDINGS PLC TRIM 0.1% +0.0% 851.4 2,401,422 -1,817,307 4 +79.6%
ORCLPRD funds › ORACLE CORP ADD 0.1% +0.0% 843.6 18,767,393 +7,883,615 2
ALGM funds › ALLEGRO MICROSYSTEMS INC TRIM 0.1% +0.1% 835.9 12,006,396 -429,162 5
STLD funds › STEEL DYNAMICS INC ADD 0.1% +0.0% 835.2 3,639,878 +9,036 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.1% +0.1% 825.5 1,081,875 +12,111 5
TJX funds › TJX COS INC NEW TRIM 0.1% -0.0% 814.5 5,375,987 -521,163 5
GFL funds › GFL ENVIRONMENTAL INC TRIM 0.1% -0.0% 806.4 21,919,416 -1,232,564 5
ECL funds › ECOLAB INC TRIM 0.1% -0.0% 797.8 2,863,333 -209,097 5
WSO funds › WATSCO INC ADD 0.1% +0.0% 792.7 1,902,230 +3,627 2 -75.7%
AZN funds › ASTRAZENECA PLC TRIM 0.1% -0.0% 787.3 4,197,587 -413,589 2 -75.4%
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 784.8 1,568,457 -360,308 5
FTAI funds › FTAI AVIATION LTD ADD 0.1% -0.0% 782.1 2,891,051 +19,764 2 -74.0%
ITUB funds › ITAU UNIBANCO HLDG S A ADD 0.1% -0.0% 775.8 94,959,700 +10,350,375 5
LSCC funds › LATTICE SEMICONDUCTOR CORP ADD 0.1% +0.0% 757.0 4,948,995 +612,048 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 738.9 3,299,891 +3,299,891 1 -11.2%
LRCX funds › LAM RESEARCH CORP TRIM 0.1% +0.0% 737.8 1,702,812 -901,671 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 729.5 3,299,870 +3,299,870 1 -104.9%
FIS funds › FIDELITY NATL INFORMATION SV TRIM 0.1% -0.0% 704.4 18,116,664 -785,143 5
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.1% -0.0% 691.9 1,408,884 -455,917 3 -1.4%
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.1% 680.7 5,470,184 -262,981 5
PEP funds › PEPSICO INC ADD 0.1% -0.0% 672.9 4,969,690 +24,405 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.1% -0.0% 656.2 2,440,644 -159,815 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.0% 631.0 1,238,537 -226,458 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.0% 630.0 1,084,575 -646,058 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.1% +0.0% 617.1 1,551,664 +585,025 5
EXE funds › EXPAND ENERGY CORPORATION TRIM 0.1% -0.0% 605.8 6,643,659 -155,105 5
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.1% +0.0% 605.3 14,180,571 +7,099,684 5
ETR funds › ENTERGY CORP NEW ADD 0.1% -0.0% 601.5 5,237,094 +196,302 5
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.1% -0.0% 593.6 2,585,853 -394,278 5
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.1% +0.0% 575.0 5,981,701 -271,229 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.1% -0.0% 569.5 4,499,424 +13,664 5
AUR funds › AURORA INNOVATION INC ADD 0.1% +0.0% 566.4 83,051,619 +312,165 5
EGO funds › ELDORADO GOLD CORP NEW ADD 0.1% +0.0% 562.2 18,068,118 +7,686,085 2 -54.6%
COR funds › CENCORA INC ADD 0.1% -0.0% 560.3 1,979,942 +20,292 5
CUSIP:89055F103 funds › TOPBUILD COR TRIM 0.1% -0.1% 553.8 1,562,011 -2,533,174 5
USB funds › US BANCORP TRIM 0.1% -0.0% 551.5 9,130,818 -2,690,404 3 +45.5%
OKE funds › ONEOK INC NEW ADD 0.1% -0.0% 549.6 6,319,376 +54,407 2 -1.6%
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.1% +0.1% 543.2 1,308,049 +1,308,049 1 +48.3%
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.2% 509.2 1,617,176 -3,995,213 5
TFC funds › TRUIST FINL CORP ADD 0.1% -0.0% 507.1 10,177,539 +2,704 2 -23.6%
FERG funds › FERGUSON ENTERPRISES INC ADD 0.1% -0.0% 502.3 2,116,289 +21,410 5
GLXY funds › GALAXY DIGITAL INC. ADD 0.1% +0.0% 501.2 18,332,069 +117,073 3 -42.3%
OMC funds › OMNICOM GROUP INC ADD 0.1% -0.0% 489.6 6,722,774 +27,575 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 483.8 11,426,700 -236,031 5
SMTC funds › SEMTECH CORP TRIM 0.1% +0.0% 478.2 2,954,432 -1,197,650 5
AMT funds › AMERICAN TOWER CORP TRIM 0.1% -0.0% 478.0 2,922,539 -1,180,814 5
HSY funds › HERSHEY CO ADD 0.1% -0.0% 473.6 2,699,237 +316,544 5
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.1% 462.5 4,448,428 -1,704,554 5
HUM funds › HUMANA INC ADD 0.1% +0.0% 443.5 1,116,990 +17,151 2 +335.2%
SYY funds › SYSCO CORP TRIM 0.1% -0.0% 436.9 5,227,694 -3,648,605 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.0% 426.7 456,174 -151,046 5
SE funds › SEA LTD ADD 0.1% +0.0% 426.2 4,448,477 +2,180,430 5
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 426.0 408,653 -176,140 5
PSA funds › PUBLIC STORAGE ADD 0.1% +0.0% 424.2 1,332,781 +125,176 2 -9.9%
IDXX funds › IDEXX LABS INC ADD 0.1% -0.0% 415.5 789,111 +7,766 5
MTSI funds › MACOM TECH SOLUTIONS HLDGS I TRIM 0.1% +0.0% 413.1 1,086,149 -136,523 5
FLUT funds › FLUTTER ENTMT PLC ADD 0.1% -0.0% 398.0 3,895,389 +28 5
MOD funds › MODINE MFG CO TRIM 0.1% -0.0% 396.3 1,483,974 -225,654 4 +29.2%
UAL funds › UNITED AIRLS HLDGS INC ADD 0.1% +0.0% 388.8 2,859,344 +1,560,682 2 -10.1%
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.0% 386.4 2,330,961 -271,200 5
OWL funds › BLUE OWL CAPITAL INC TRIM 0.1% -0.0% 378.0 43,196,688 -14,879,277 5
VALE funds › VALE S A ADD 0.1% +0.0% 368.3 24,484,941 +15,874,418 5
TD funds › TORONTO DOMINION BK ONT ADD 0.1% +0.0% 359.6 2,957,960 +2,226 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM 0.0% -0.0% 358.2 9,249,880 -261,025 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.0% +0.0% 353.7 1,037,093 -924,106 5
ULS funds › UL SOLUTIONS INC TRIM 0.0% -0.0% 343.0 3,367,530 -286,408 5
CI funds › THE CIGNA GROUP TRIM 0.0% -0.0% 340.3 1,234,448 -86,948 5
INIO funds › INNIO NV NEW 0.0% +0.0% 339.6 8,585,662 +8,585,662 1 -100.6%
AIG funds › AMERICAN INTL GROUP INC TRIM 0.0% -0.0% 337.4 4,526,513 -2,767,341 5
FNV funds › FRANCO NEV CORP TRIM 0.0% -0.0% 332.8 1,596,170 -25,062 5 +11.6%
ENSG funds › ENSIGN GROUP INC ADD 0.0% +0.0% 323.8 2,019,706 +617,598 5
CIEN funds › CIENA CORP TRIM 0.0% -0.1% 322.1 656,554 -2,093,496 2 +73.3%
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI TRIM 0.0% +0.0% 314.4 1,156,043 -26,221 5
ASML funds › ASML HLDG NV ADD 0.0% +0.0% 310.6 156,338 +436 5
TAK funds › TAKEDA PHARMACEUTICAL CO LTD ADD 0.0% -0.0% 309.3 19,297,680 +193,461 5
MTRN funds › MATERION CORP ADD 0.0% +0.0% 297.5 1,000,456 +210,583 5
SWKS funds › SKYWORKS SOLUTIONS INC ADD 0.0% +0.0% 297.3 4,385,569 +2,363,502 3 -5.4%
VIST funds › VISTA ENERGY S.A.B. DE C.V. TRIM 0.0% -0.0% 295.7 4,634,969 -71,928 5
APG funds › API GROUP CORP ADD 0.0% +0.0% 294.8 6,961,228 +2,368,667 5
HAL funds › HALLIBURTON CO TRIM 0.0% -0.3% 293.7 8,651,999 -47,687,127 5
RGLD funds › ROYAL GOLD INC ADD 0.0% +0.0% 289.9 1,452,223 +596,126 2 -63.3%
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.0% -0.0% 283.7 858,380 -84,409 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.0% +0.0% 277.7 274,627 +16,278 5
OSK funds › OSHKOSH CORP ADD 0.0% +0.0% 266.6 1,736,850 +337,503 4 -9.6%
CME funds › CME GROUP INC TRIM 0.0% -0.1% 263.6 1,193,880 -2,140,546 5
MSTR funds › STRATEGY INC TRIM 0.0% -0.1% 260.3 2,993,437 -4,622,272 5
ATO funds › ATMOS ENERGY CORP TRIM 0.0% -0.1% 259.9 1,508,563 -2,501,987 2 -40.9%
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.0% -0.1% 258.9 1,473,082 -1,595,250 5
BAC funds › BANK OF AMER CORP TRIM 0.0% +0.0% 255.5 4,483,481 -209,169 5
BRO funds › BROWN & BROWN INC ADD 0.0% -0.0% 251.0 3,913,022 +21,360 2 -25.2%
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.1% 250.9 741,644 -2,428,907 5
MOH funds › MOLINA HEALTHCARE INC ADD 0.0% +0.0% 249.8 1,092,251 +4,446 5
MRK funds › MERCK & CO INC TRIM 0.0% -0.0% 247.4 1,925,013 -136,558 5
EWBC funds › EAST WEST BANCORP INC ADD 0.0% +0.0% 241.8 1,873,243 +21,178 5 +11.4%
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.1% 240.7 473,287 -743,902 5 -4.7%
VICI funds › VICI PPTYS INC TRIM 0.0% -0.0% 237.0 8,927,019 -9,039,539 5
LITE funds › LUMENTUM HLDGS INC TRIM 0.0% -0.0% 230.9 269,099 -262,294 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 227.6 1,356,674 -457,907 2 -61.6%
TBBB funds › BBB FOODS INC TRIM 0.0% -0.0% 226.0 5,422,899 -422,416 5
SPG funds › SIMON PPTY GROUP INC NEW ADD 0.0% +0.0% 221.3 989,525 +162,713 2 -7.3%
WST funds › WEST PHARMACEUTICAL SVSC INC ADD 0.0% +0.0% 218.7 609,221 +5,210 2 +79.4%
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 216.5 1,171,837 -262,090 5
NEEPRT funds › NEXTERA ENERGY INC ADD 0.0% -0.0% 212.3 4,271,572 +6,000 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.0% -0.0% 207.4 2,896,828 +23,934 5
BAPRA funds › BOEING CO ADD 0.0% -0.0% 206.9 3,074,550 +136,770 2
SAIA funds › SAIA INC ADD 0.0% +0.0% 206.8 490,907 +328,266 3 +43.1%
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% -0.0% 206.1 1,506,641 +15,514 5
PCG funds › PG&E CORP TRIM 0.0% -0.0% 201.6 11,985,839 -5,367,465 5
BMRN funds › BIOMARIN PHARMACEUTICAL INC ADD 0.0% -0.0% 200.5 3,504,387 +13,001 5
IDYA funds › IDEAYA BIOSCIENCES INC ADD 0.0% +0.0% 199.2 5,344,701 +181,158 5
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 197.1 1,233,167 -141,920 5
CWST funds › CASELLA WASTE SYS INC TRIM 0.0% -0.0% 196.7 2,028,646 -301,519 5
CBRS funds › CEREBRAS SYSTEMS INC NEW 0.0% +0.0% 195.1 883,000 +883,000 1 -95.9%
NEM funds › NEWMONT CORP TRIM 0.0% -0.0% 193.5 2,071,737 -950,831 5
FIX funds › COMFORT SYS USA INC TRIM 0.0% -0.0% 190.2 95,976 -57,663 5
VSEC funds › VSE CORP TRIM 0.0% -0.0% 189.5 829,201 -107,174 5
GBCI funds › GLACIER BANCORP INC NEW TRIM 0.0% -0.0% 188.8 3,660,502 -211,008 5
SF funds › STIFEL FINL CORP TRIM 0.0% -0.0% 187.2 2,683,784 -114,171 5
OLLI funds › OLLIES BARGAIN OUTLET HLDGS ADD 0.0% +0.0% 186.3 2,422,774 +1,055,023 5
WH funds › WYNDHAM HOTELS & RESORTS INC TRIM 0.0% -0.0% 185.5 2,203,275 -45,223 5
TECH funds › BIO-TECHNE CORP TRIM 0.0% -0.0% 185.2 2,621,890 -566,320 5 +12.0%
ESAB funds › ESAB CORPORATION ADD 0.0% +0.0% 183.7 1,862,770 +1,244,268 3 -51.3%
GPGI funds › GPGI INC ADD 0.0% -0.0% 183.1 11,550,580 +289,867 3 -66.3%
ROG funds › ROGERS CORP TRIM 0.0% +0.0% 182.4 1,113,813 -405,227 4 +64.8%
QSR funds › RESTAURANT BRANDS INTL INC ADD 0.0% -0.0% 182.3 2,514,299 +5,313 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.0% +0.0% 175.7 1,600,380 +2,735 5
FRVO funds › FERVO ENERGY CO NEW 0.0% +0.0% 175.5 6,004,702 +6,004,702 1 -118.1%
CE funds › CELANESE CORP DEL TRIM 0.0% -0.0% 172.6 3,752,356 -944,560 5
AEM funds › AGNICO EAGLE MINES LTD ADD 0.0% +0.0% 172.0 1,107,123 +526,564 2 -54.7%
RYTM funds › RHYTHM PHARMACEUTICALS INC ADD 0.0% +0.0% 170.1 1,532,303 +416,843 4 -3.7%
RKT funds › ROCKET COS INC NEW 0.0% +0.0% 168.6 10,703,415 +10,703,415 1 +43.0%
DTM funds › DT MIDSTREAM INC ADD 0.0% -0.0% 168.5 1,148,214 +11,251 5
TLN funds › TALEN ENERGY CORP ADD 0.0% +0.0% 167.4 435,592 +113,095 5
ARXS funds › ARXIS INC NEW 0.0% +0.0% 165.9 3,595,083 +3,595,083 1 +741.8%
AIR funds › AAR CORP TRIM Common Stock 0.0% +0.0% 165.8 1,160,069 -63,191 2 +34.2%
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.0% +0.0% 163.1 194,346 -143,667 5
CPA funds › COPA HOLDINGS SA ADD 0.0% +0.0% 162.2 1,042,831 +11,433 2 -41.8%
BAP funds › CREDICORP LTD TRIM 0.0% -0.0% 162.1 416,050 -43,385 2 +17.4%
BN funds › BROOKFIELD CORP TRIM 0.0% -0.0% 159.3 3,734,786 -554,603 4 -21.0%
KYMR funds › KYMERA THERAPEUTICS INC TRIM 0.0% +0.0% 159.3 1,388,881 -284,394 5
FCFS funds › FIRSTCASH HOLDINGS INC ADD 0.0% +0.0% 158.3 731,724 +172,263 5 +28.9%
AIT funds › APPLIED INDL TECHNOLOGIES IN TRIM 0.0% +0.0% 156.3 462,155 -30,651 5
EXC funds › EXELON CORP ADD 0.0% -0.0% 155.8 3,341,751 +40,662 5
CUSIP:277432100 funds › EASTMAN CHEM CO TRIM 0.0% -0.0% 146.7 2,190,368 -2,653,939 5
HOMB funds › HOME BANCSHARES INC TRIM 0.0% -0.0% 146.7 5,136,606 -551,916 5
WPM funds › WHEATON PRECIOUS METALS CORP TRIM 0.0% -0.0% 144.3 1,284,432 -149,449 5 +29.1%
CYTK funds › CYTOKINETICS INC ADD 0.0% +0.0% 143.7 1,686,625 +915,626 2 -7.0%
QNT funds › QUANTINUUM INC NEW 0.0% +0.0% 143.4 1,754,325 +1,754,325 1 -0.4%
KKRPRD funds › KKR & CO INC HOLD 0.0% -0.0% 142.2 3,568,211 +0 2
WMT funds › WALMART INC TRIM 0.0% -0.0% 140.8 1,243,089 -139,738 5
ADUS funds › ADDUS HOMECARE CORP TRIM 0.0% -0.0% 139.6 1,389,907 -145,417 5
DLR funds › DIGITAL RLTY TR INC TRIM 0.0% -0.0% 138.1 768,875 -831,276 5
CR funds › CRANE COMPANY ADD 0.0% +0.0% 136.5 611,769 +508,794 2 -11.3%
BKH funds › BLACK HILLS CORP TRIM 0.0% -0.0% 135.9 1,825,961 -449,961 5
WAT funds › WATERS CORP NEW 0.0% +0.0% 134.3 358,198 +358,198 1 +120.6%
MATX funds › MATSON INC ADD 0.0% +0.0% 130.7 679,691 +44,598 5
BIO funds › BIO RAD LABS INC ADD 0.0% +0.0% 130.2 443,483 +57,904 4 +2.7%
WFRD funds › WEATHERFORD INTL PLC TRIM 0.0% -0.0% 129.0 1,582,377 -678,985 5
KT funds › KT CORP ADD 0.0% -0.0% 127.7 7,392,482 +1,650,574 5 -25.4%
U funds › UNITY SOFTWARE INC TRIM 0.0% +0.0% 126.2 4,416,031 -707,599 5
PATK funds › PATRICK INDS INC ADD 0.0% -0.0% 125.9 1,401,767 +41,237 5
SCCO funds › SOUTHERN COPPER CORP TRIM 0.0% -0.0% 125.7 721,148 -553,110 3 +51.8%
EZPW funds › EZCORP INC ADD 0.0% +0.0% 121.9 3,527,021 +14,310 5 +56.9%
CPRT funds › COPART INC TRIM 0.0% -0.0% 121.7 4,316,135 -396,858 5
SLM funds › SLM CORP TRIM 0.0% -0.0% 121.3 4,676,774 -631,967 5
CSGP funds › COSTAR GROUP INC TRIM 0.0% -0.0% 118.8 4,193,733 -179,973 5
ODFL funds › OLD DOMINION FREIGHT LINE IN ADD 0.0% +0.0% 118.3 546,056 +8,769 2 -11.3%
PHM funds › PULTE GROUP INC NEW 0.0% +0.0% 117.4 855,457 +855,457 1 +65.6%
CHYM funds › CHIME FINL INC TRIM 0.0% -0.0% 115.9 5,657,874 -456,011 5 -39.0%
RACE funds › FERRARI N V TRIM 0.0% -0.0% 115.6 311,817 -47,918 5
CAVA funds › CAVA GROUP INC TRIM 0.0% -0.1% 113.4 1,444,258 -4,693,223 5
WU funds › WESTERN UN CO ADD 0.0% -0.0% 113.0 14,673,095 +26,548 5
SXI funds › STANDEX INTL CORP ADD 0.0% +0.0% 112.6 314,677 +66,074 2 +36.1%
KNF funds › KNIFE RIVER CORP TRIM 0.0% -0.0% 107.8 1,289,282 -469,086 5
THO funds › THOR INDS INC TRIM 0.0% -0.0% 106.5 1,416,967 -131,624 5
CIFR funds › CIPHER DIGITAL INC ADD 0.0% +0.0% 106.5 4,345,021 +9,255 3 +9.9%
MXL funds › MAXLINEAR INC NEW 0.0% +0.0% 106.3 830,096 +830,096 1 -36.1%
STZ funds › CONSTELLATION BRANDS INC TRIM 0.0% -0.0% 106.1 762,797 -1,391,950 5
ALHC funds › ALIGNMENT HEALTHCARE INC ADD 0.0% +0.0% 104.7 4,399,329 +805,753 2 -86.5%
SLAB funds › SILICON LABORATORIES INC TRIM 0.0% -0.0% 103.1 471,546 -340,391 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 102.2 876,300 -380,974 5
JHX funds › JAMES HARDIE INDS PLC NEW 0.0% +0.0% 94.5 3,609,448 +3,609,448 1 +519.3%
LAZ funds › LAZARD INC TRIM 0.0% -0.0% 94.0 2,242,241 -214,485 5
ADBE funds › ADOBE INC TRIM 0.0% -0.0% 91.7 447,454 -278,931 5
WCC funds › WESCO INTL INC TRIM 0.0% +0.0% 90.0 260,503 -13,087 5 +56.5%
EHC funds › ENCOMPASS HEALTH CORP ADD 0.0% +0.0% 88.2 872,540 +58,808 5
KARD funds › KARDIGAN INC NEW 0.0% +0.0% 85.8 3,598,942 +3,598,942 1 -82.0%
PAX funds › PATRIA INVESTMENTS LIMITED TRIM 0.0% -0.0% 85.6 7,791,608 -731,247 5
LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM 0.0% -0.1% 84.9 1,611,673 -8,593,971 5
INTU funds › INTUIT TRIM 0.0% -0.0% 84.5 323,936 -153,087 5
CUSIP:03769M304 funds › APOLLO GLOBAL MGMT INC HOLD 0.0% -0.0% 82.9 1,361,316 +0 5
ARGX funds › ARGENX SE NEW 0.0% +0.0% 82.1 88,511 +88,511 1 +22.4%
XP funds › XP INC ADD 0.0% -0.0% 81.9 5,038,054 +36,872 2 -66.0%
CUSIP:90353TAS9 funds › UBER TECHNOLOGIES INC NEW 0.0% +0.0% 81.0 70,000,000 +70,000,000 1
IDA funds › IDACORP INC ADD 0.0% +0.0% 77.7 513,723 +53,723 3 -5.6%
FN funds › FABRINET TRIM 0.0% -0.0% 76.2 135,585 -206,620 5
MGNI funds › MAGNITE INC TRIM 0.0% +0.0% 73.4 3,869,159 -1,151,130 5
ADMA funds › ADMA BIOLOGICS INC TRIM Common Stock 0.0% -0.0% 73.3 8,756,374 -2,434,742 4 -66.4%
LHX funds › L3HARRIS TECHNOLOGIES INC NEW 0.0% +0.0% 72.9 250,759 +250,759 1 -46.3% re-entry
SNY funds › SANOFI SA ADD 0.0% -0.0% 71.6 1,677,399 +15,562 3 -38.9%
QTWO funds › Q2 HLDGS INC TRIM 0.0% -0.0% 71.2 1,480,035 -140,373 5
HEI funds › HEICO CORP NEW TRIM 0.0% +0.0% 71.0 199,829 -750 2 -7.3%
WHD funds › CACTUS INC ADD 0.0% +0.0% 70.7 1,380,554 +720,775 4 +65.0%
HLI funds › HOULIHAN LOKEY INC TRIM 0.0% -0.0% 70.7 526,868 -787,806 5
HTHT funds › H WORLD GROUP LTD ADD 0.0% +0.0% 70.7 1,693,555 +687,537 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 70.5 980,811 -427,786 5
BTSG funds › BRIGHTSPRING HEALTH SVCS INC NEW 0.0% +0.0% 69.8 1,000,664 +1,000,664 1 +23.4%
DNLI funds › DENALI THERAPEUTICS INC ADD 0.0% +0.0% 66.0 2,565,817 +51,229 5
SHEL funds › SHELL PLC ADD 0.0% -0.0% 57.4 740,219 +734 5
TEX funds › TEREX CORP NEW TRIM 0.0% -0.0% 56.0 773,349 -331,122 2 -34.6%
GAP funds › GAP INC NEW 0.0% +0.0% 54.3 2,907,430 +2,907,430 1 -23.0%
VNOM funds › VIPER ENERGY INC ADD 0.0% -0.0% 54.1 1,275,201 +34,274 4 -3.5%
NKE funds › NIKE INC TRIM 0.0% -0.1% 53.6 1,306,037 -5,772,780 3 -67.3%
MSA funds › MSA SAFETY INC NEW 0.0% +0.0% 53.5 306,306 +306,306 1 +35.1%
BLDR funds › BUILDERS FIRSTSOURCE INC NEW 0.0% +0.0% 53.2 593,700 +593,700 1 -9.7%
ELF funds › E L F BEAUTY INC ADD 0.0% +0.0% 53.1 717,393 +106,577 5
BBIO funds › BRIDGEBIO PHARMA INC TRIM 0.0% -0.0% 52.1 700,107 -63,595 5
WBI funds › WATERBRIDGE INFRASTRUCTURE L NEW 0.0% +0.0% 51.3 1,497,559 +1,497,559 1 -14.2%
STEP funds › STEPSTONE GROUP INC ADD 0.0% +0.0% 51.0 1,231,923 +437,040 5
BWXT funds › BWX TECHNOLOGIES INC ADD 0.0% -0.0% 50.2 257,727 +6,882 5
HEIA funds › HEICO CORP NEW ADD 0.0% +0.0% 48.9 189,604 +3,101 2
PCVX funds › VAXCYTE INC TRIM 0.0% -0.0% 48.6 836,761 -75,927 5
ENS funds › ENERSYS NEW 0.0% +0.0% 48.1 205,531 +205,531 1 -57.4%
IBP funds › INSTALLED BLDG PRODS INC ADD 0.0% -0.0% 48.0 208,918 +30,287 5
UMH funds › UMH PPTYS INC ADD 0.0% +0.0% 45.9 3,034,683 +427,196 5
AGYS funds › AGILYSYS INC TRIM 0.0% +0.0% 43.3 413,984 -24,733 3 -33.9%
VSNT funds › VERSANT MEDIA GROUP INC ADD 0.0% -0.0% 42.6 1,183,060 +15,432 2 +55.9%
CCJ funds › CAMECO CORP TRIM 0.0% -0.0% 40.6 398,243 -138 5
DPC funds › DPC HOLDINGS PLC NEW 0.0% +0.0% 40.0 815,000 +815,000 1 +15.7%
IRTC funds › IRHYTHM HOLDINGS INC TRIM 0.0% -0.0% 39.9 335,209 -174,381 5
TCOM funds › TRIP COM GROUP LTD TRIM 0.0% -0.0% 38.8 973,661 -606,460 2 -68.0%
SFM funds › SPROUTS FMRS MKT INC ADD 0.0% +0.0% 38.8 458,148 +19,207 2 +19.1%
CBT funds › CABOT CORP TRIM 0.0% -0.0% 38.7 425,829 -36,862 5
MGRC funds › MCGRATH RENTCORP ADD 0.0% +0.0% 37.4 309,406 +4,312 5
RHI funds › ROBERT HALF INC. ADD 0.0% +0.0% 37.2 1,213,110 +2,761 5
PCAR funds › PACCAR INC TRIM 0.0% -0.0% 36.4 303,050 -384 5
SVV funds › SAVERS VALUE VLG INC ADD 0.0% +0.0% 35.5 3,518,095 +1,747,269 4 -27.8%
HYMC funds › HYCROFT MINING HOLDING CORP NEW 0.0% +0.0% 34.8 1,486,903 +1,486,903 1 -89.1%
BWIN funds › THE BALDWIN INSURANCE GRP IN TRIM 0.0% -0.0% 34.8 1,308,203 -234,646 5
INBX funds › INHIBRX BIOSCIENCES INC TRIM 0.0% +0.0% 34.4 363,050 -29,797 3 -4.8%
SII funds › SPROTT INC TRIM 0.0% -0.0% 34.4 305,130 -149,950 5
TER funds › TERADYNE INC TRIM 0.0% +0.0% 33.8 69,802 -283 2 +59.6%
STLA funds › STELLANTIS N.V ADD 0.0% -0.0% 33.6 5,915,055 +1,561,538 5
CHEF funds › CHEFS WHSE INC NEW 0.0% +0.0% 33.4 347,104 +347,104 1 +242.6%
NPO funds › ENPRO INC ADD 0.0% +0.0% 33.2 88,025 +2,317 2 +33.7%
SPNT funds › SIRIUSPOINT LTD ADD 0.0% +0.0% 32.7 1,360,975 +613,007 5
FDX funds › FEDEX CORP ADD 0.0% -0.0% 32.2 102,724 +10 5
HDB funds › HDFC BANK LTD ADD 0.0% -0.0% 30.8 1,193,249 +361 5
ADEA funds › ADEIA INC NEW 0.0% +0.0% 30.2 916,045 +916,045 1 +19.1%
WAY funds › WAYSTAR HLDG CORP TRIM 0.0% -0.0% 30.1 1,465,299 -144,476 3 -60.1%
MOGA funds › MOOG INC TRIM 0.0% -0.0% 30.0 70,801 -73,040 5
CVCO funds › CAVCO INDS INC DEL ADD 0.0% +0.0% 29.7 48,293 +1,279 5
LOPE funds › GRAND CANYON ED INC TRIM 0.0% -0.0% 29.6 207,084 -17,197 5
TTEK funds › TETRA TECH INC NEW TRIM 0.0% -0.0% 29.5 1,020,653 -81,797 5 -21.8%
JBTM funds › JBT MAREL CORPORATION NEW 0.0% +0.0% 27.6 190,546 +190,546 1 -43.9%
ALK funds › ALASKA AIR GROUP INC ADD 0.0% +0.0% 27.6 528,300 +52,950 5
SSB funds › SOUTHSTATE BK CORP TRIM 0.0% -0.0% 27.2 272,734 -695,281 4 -2.1%
CNMD funds › CONMED CORP TRIM 0.0% -0.0% 27.0 823,636 -101,812 5
IONS funds › IONIS PHARMACEUTICALS INC ADD 0.0% -0.0% 26.3 331,936 +8,921 2 -82.9%
LPX funds › LOUISIANA PAC CORP ADD 0.0% -0.0% 25.3 321,804 +8,307 5 -42.5%
GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM 0.0% -0.2% 25.2 394,148 -20,714,605 5
CSW funds › CSW INDUSTRIALS INC ADD 0.0% -0.0% 24.8 89,286 +2,361 2 +7.9% re-entry
CUSIP:977852AP7 funds › WOLFSPEED INC TRIM 0.0% +0.0% 24.3 6,166,000 -604,000 3
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 24.1 517,880 -1,480,016 5
IREN funds › IREN LIMITED TRIM 0.0% -0.0% 23.7 518,888 -1,454,615 3 -33.9%
PODD funds › INSULET CORP TRIM 0.0% -0.1% 23.6 155,313 -1,514,243 5
FSS funds › FEDERAL SIGNAL CORP ADD 0.0% +0.0% 23.4 181,755 +4,820 2 -17.0%
CNX funds › CNX RES CORP TRIM 0.0% -0.0% 21.8 641,336 -173,703 5
WCN funds › WASTE CONNECTIONS INC TRIM 0.0% -0.0% 20.6 123,530 -540,205 2 -23.6%
CDRE funds › CADRE HLDGS INC ADD 0.0% -0.0% 19.6 686,030 +97,740 5
PAR funds › PAR TECHNOLOGY CORP TRIM 0.0% -0.0% 17.9 1,027,788 -447,480 5
BHVN funds › BIOHAVEN LTD TRIM 0.0% +0.0% 17.8 1,199,545 -133,247 5 -32.3%
ICFI funds › ICF INTL INC TRIM 0.0% -0.0% 17.7 243,202 -1,361,322 5
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 17.0 15,289 -41 2 +39.6% re-entry
ESTA funds › ESTABLISHMENT LABS HLDGS INC ADD 0.0% +0.0% 16.2 189,029 +86,134 5
HAWK funds › HAWKEYE 360 INC NEW 0.0% +0.0% 14.2 700,000 +700,000 1 -96.4%
BIL funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 13.7 149,350 -366,903 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.0% -0.0% 13.5 18,193 -24,014 5
JKHY funds › HENRY JACK & ASSOC INC TRIM 0.0% -0.0% 8.1 58,854 -7,314 2 -36.7%
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 7.8 51,359 +51,359 1 -29.5%
KIM funds › KIMCO REALTY CORP HOLD 0.0% +0.0% 7.7 303,998 +0 5
KB funds › KB FINL GROUP INC TRIM 0.0% -0.0% 5.4 53,354 -7,134 5
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA TRIM 0.0% +0.0% 5.2 211,629 -4,900 5
NVO funds › NOVO-NORDISK A S ADD 0.0% +0.0% 5.0 103,059 +4,146 5
ROOT funds › ROOT INC TRIM 0.0% -0.0% 4.3 77,533 -399,591 5
MFG funds › MIZUHO FINANCIAL GROUP INC NEW 0.0% +0.0% 2.8 291,292 +291,292 1 +168.7%
SAN funds › BANCO SANTANDER SA ADD 0.0% +0.0% 2.6 193,991 +1,421 3 +38.8%
AIZ funds › ASSURANT INC ADD 0.0% +0.0% 2.6 9,539 +1,569 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 2.3 5,555 -277,266 5
ACWI funds › ISHARES TR TRIM 0.0% -0.0% 1.9 12,477 -1,946 5
JBS funds › JBS N.V. TRIM 0.0% -0.0% 1.7 139,659 -4,613 5 -21.8%
SHG funds › SHINHAN FINANCIAL GROUP CO L TRIM 0.0% -0.0% 1.6 24,847 -3,935 3 +35.9%
RVTY funds › REVVITY INC ADD 0.0% +0.0% 1.4 12,294 +1,824 5
MHK funds › MOHAWK INDS INC NEW 0.0% +0.0% 1.2 9,793 +9,793 1 +338.2%
ARW funds › ARROW ELECTRS INC TRIM 0.0% +0.0% 1.1 5,040 -228 5 +31.7%
TTE funds › TOTALENERGIES SE ADD 0.0% -0.0% 1.0 12,496 +848 3 +32.3%
SAP funds › SAP SE TRIM 0.0% -0.0% 0.7 4,693 -1,695 5
IWF funds › ISHARES TR ADD 0.0% -0.0% 0.5 3,787 +2,551 5
IBN funds › ICICI BANK LIMITED TRIM 0.0% +0.0% 0.3 11,337 -52 2 -37.7%
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 0.3 647 +0 2 +2.5%
IWB funds › ISHARES TR TRIM 0.0% -0.0% 0.2 611 -722 2 -0.3%
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -5,905,232 0
VIA funds › VIA TRANSN INC EXIT 0.0% -0.0% 0.0 0 -2,140,200 0 -107.0%
DE funds › DEERE & CO EXIT 0.0% -0.0% 0.0 0 -139,849 0
FAF funds › FIRST AMERN FINL CORP EXIT 0.0% -0.0% 0.0 0 -1,545,825 0 -9.1%
ELV funds › ELEVANCE HEALTH INC FORMERLY EXIT 0.0% -0.0% 0.0 0 -119,078 0
EMR funds › EMERSON ELEC CO EXIT 0.0% -0.0% 0.0 0 -707,140 0
SPOT funds › SPOTIFY TECHNOLOGY S A EXIT 0.0% -0.0% 0.0 0 -261,166 0 -69.7%
HOOD funds › ROBINHOOD MKTS INC EXIT 0.0% -0.0% 0.0 0 -313,264 0 -29.6%
WGS funds › GENEDX HOLDINGS CORP EXIT 0.0% -0.0% 0.0 0 -151,055 0 -113.9%
PNFP funds › PINNACLE FINL PARTNERS INC EXIT 0.0% -0.0% 0.0 0 -306,259 0 -43.9%
ADI funds › ANALOG DEVICES INC EXIT 0.0% -0.0% 0.0 0 -115,400 0
PJT funds › PJT PARTNERS INC EXIT 0.0% -0.0% 0.0 0 -200,000 0
FISV funds › FISERV INC EXIT 0.0% -0.0% 0.0 0 -373,129 0
LOW funds › LOWES COS INC EXIT 0.0% -0.0% 0.0 0 -329,612 0
PAC funds › GRUPO AEROPORTUNARIO DEL PAC EXIT 0.0% -0.0% 0.0 0 -23,198 0
VV funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -740 0 +0.3%
JOE funds › ST JOE CO EXIT 0.0% -0.0% 0.0 0 -513,697 0
SO funds › SOUTHERN CO EXIT 0.0% -0.0% 0.0 0 -2,614,540 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -25,246 0
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.0% 0.0 0 -230 0
SRE funds › SEMPRA EXIT 0.0% -0.1% 0.0 0 -5,286,599 0
NET funds › CLOUDFLARE INC EXIT 0.0% -0.0% 0.0 0 -321,736 0 -21.1%
PBH funds › PRESTIGE CONSMR HEALTHCARE I EXIT 0.0% -0.0% 0.0 0 -894,679 0 -73.1%
QRVO funds › QORVO INC EXIT 0.0% -0.0% 0.0 0 -560,434 0 +18.0% re-entry
WWD funds › WOODWARD INC EXIT 0.0% -0.0% 0.0 0 -276,386 0
BOOT funds › BOOT BARN HLDGS INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
UUUU funds › ENERGY FUELS INC EXIT 0.0% -0.0% 0.0 0 -3,072,005 0 -88.4% re-entry
MDB funds › MONGODB INC EXIT 0.0% -0.0% 0.0 0 -69,136 0
NTSK funds › NETSKOPE INC EXIT 0.0% -0.0% 0.0 0 -2,261,418 0 -89.0%
FITB funds › FIFTH THIRD BANCORP EXIT 0.0% -0.0% 0.0 0 -5,000,000 0 -0.5%
WOLF funds › WOLFSPEED INC EXIT 0.0% -0.0% 0.0 0 -1,340,291 0 +350.8%
NOW funds › SERVICENOW INC EXIT 0.0% -0.0% 0.0 0 -42,516 0
FUTU funds › FUTU HLDGS LTD EXIT 0.0% -0.0% 0.0 0 -659,318 0
CUSIP:574795100 funds › MASIMO CORP EXIT 0.0% -0.0% 0.0 0 -359,058 0
SOBO funds › SOUTH BOW CORP EXIT 0.0% -0.1% 0.0 0 -10,278,370 0 +130.8%
KDP funds › KEURIG DR PEPPER INC EXIT 0.0% -0.0% 0.0 0 -537,730 0
DKNG funds › DRAFTKINGS INC NEW EXIT 0.0% -0.0% 0.0 0 -1,778,766 0
SOLS funds › SOLSTICE ADVANCED MATLS INC EXIT 0.0% -0.0% 0.0 0 -112,673 0 +267.5%
CWH funds › CAMPING WORLD HLDGS INC EXIT 0.0% -0.0% 0.0 0 -1,193,244 0
SU funds › SUNCOR ENERGY INC NEW EXIT 0.0% -0.1% 0.0 0 -4,990,532 0
DNN funds › DENISON MINES CORP EXIT 0.0% -0.0% 0.0 0 -13,722,241 0 -86.6% re-entry
CHTR funds › CHARTER COMMUNICATIONS INC EXIT 0.0% -0.2% 0.0 0 -5,293,545 0 -78.5%
DOW funds › DOW HLDGS INC EXIT 0.0% -0.1% 0.0 0 -9,146,090 0
PAYX funds › PAYCHEX INC EXIT 0.0% -0.0% 0.0 0 -2,098,312 0
FND funds › FLOOR & DECOR HLDGS INC EXIT 0.0% -0.0% 0.0 0 -127,390 0 -121.7% re-entry
NTR funds › NUTRIEN LTD EXIT 0.0% -0.0% 0.0 0 -1,159,132 0
FSLR funds › FIRST SOLAR INC EXIT 0.0% -0.0% 0.0 0 -406,870 0
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -0.0% 0.0 0 -423,917 0 -85.5%
BTDR funds › BITDEER TECHNOLOGIES GROUP EXIT 0.0% -0.0% 0.0 0 -536,037 0 +28.6%
ASTS funds › AST SPACEMOBILE INC EXIT 0.0% -0.0% 0.0 0 -515,866 0 +97.2%
BZ funds › KANZHUN LIMITED EXIT 0.0% -0.0% 0.0 0 -8,293,835 0 -94.7%
MARA funds › MARA HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -3,316,943 0 -49.7%
REGN funds › REGENERON PHARMACEUTICALS EXIT 0.0% -0.0% 0.0 0 -101,891 0
VXUS funds › VANGUARD STAR FDS EXIT 0.0% -0.0% 0.0 0 -3,023 0 +7.9%
CHD funds › CHURCH & DWIGHT CO INC EXIT 0.0% -0.0% 0.0 0 -105,886 0 -50.0%
NBIS funds › NEBIUS GROUP N.V. EXIT 0.0% -0.1% 0.0 0 -3,359,169 0 +418.8%
SKY funds › CHAMPION HOMES INC EXIT 0.0% -0.0% 0.0 0 -1,376,521 0
LKQ funds › LKQ CORP EXIT 0.0% -0.0% 0.0 0 -775,474 0 -53.1%
RH funds › RH EXIT 0.0% -0.0% 0.0 0 -340,523 0 -128.2%
BRKR funds › BRUKER CORP EXIT 0.0% -0.0% 0.0 0 -1,069,067 0 +21.1%
KVUE funds › KENVUE INC EXIT 0.0% -0.0% 0.0 0 -1,592,321 0
CGUS funds › CAPITAL GROUP CORE EQUITY ET EXIT 0.0% -0.0% 0.0 0 -14,514 0 -5.8%
QGEN funds › QIAGEN NV EXIT 0.0% -0.0% 0.0 0 -119,998 0 -116.5%
ADSK funds › AUTODESK INC EXIT 0.0% -0.0% 0.0 0 -101,135 0
KVYO funds › KLAVIYO INC EXIT 0.0% -0.0% 0.0 0 -1,348,445 0
TEL funds › TE CONNECTIVITY PLC EXIT 0.0% -0.0% 0.0 0 -338,994 0 -86.7%
STT funds › STATE STR CORP EXIT 0.0% -0.0% 0.0 0 -434,818 0
SCHW funds › SCHWAB CHARLES CORP EXIT 0.0% -0.0% 0.0 0 -329,573 0 -22.2%

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 716,872 426 0.11 37% 0.020 0.982 in
2026Q1 644,560 459 0.14 35% 0.018 0.977 in
2025Q4 541,733 434 0.09 39% 0.021 0.981 in
2025Q3 532,968 433 0.10 38% 0.021 0.980 in
2025Q2 499,459 431 0.15 36% 0.020 0.973 entered
2025Q1 459,898 456 0.00 31% 0.016 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