Fund Universe

CAPSTONE INVESTMENT ADVISORS, LLC

CIK 0001426196 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.598
AUM ($M)
14,383
Positions
942
Turnover
0.34
Top-10 wt
58%
Herfindahl
0.046
History (qtrs)
6
Excess Return

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Holdings · 500 of 1208 positions (showing top 500 by weight) · portfolio value $14,383M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MSFT funds › MICROSOFT CORP ADD 11.2% +2.7% 1,605.2 4,303,251 +1,529,354 5
NVDA funds › NVIDIA CORPORATION ADD 9.6% +3.8% 1,374.6 6,869,767 +2,854,459 5
CUSIP:958102AT2 funds › WESTERN DIGITAL CORP HOLD 9.4% +4.7% 1,356.4 80,500,000 +0 4
IVV funds › ISHARES TR ADD 8.1% -0.3% 1,169.8 1,562,108 +4,274 5
AMZN funds › AMAZON COM INC TRIM 5.1% -4.8% 736.3 3,089,477 -2,679,833 5
VOO funds › VANGUARD INDEX FDS ADD 4.1% -0.1% 589.2 857,924 +2,589 5
TSLA funds › TESLA INC TRIM 3.9% -0.6% 556.4 1,322,989 -131,111 5
META funds › META PLATFORMS INC ADD 2.3% +0.7% 335.1 594,871 +255,799 5
QQQ funds › INVESCO QQQ TR ADD 2.2% +2.0% 314.4 426,945 +395,457 5
AAPL funds › APPLE INC TRIM 1.9% -0.2% 270.5 934,697 -51,668 5
MU funds › MICRON TECHNOLOGY INC ADD 1.8% +1.7% 265.9 230,359 +176,967 5
CUSIP:278768AB2 funds › ECHOSTAR CORP ADD 1.4% -0.1% 205.0 65,588,000 +13,200,000 3
NOK funds › NOKIA CORP NEW 1.3% +1.3% 193.8 14,595,379 +14,595,379 1
ORCL funds › ORACLE CORP ADD 1.2% +0.2% 178.4 1,217,291 +333,108 4
AVGO funds › BROADCOM INC ADD 1.2% +0.2% 169.3 448,295 +70,400 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 1.0% +1.0% 138.8 812,500 +812,500 1
CUSIP:45867GAD3 funds › INTERDIGITAL INC ADD 0.9% -0.2% 127.7 34,886,000 +354,000 5
CUSIP:10806XAB8 funds › BRIDGEBIO PHARMA INC ADD 0.9% +0.1% 124.5 69,872,000 +15,500,000 4
MSTR funds › STRATEGY INC ADD 0.8% +0.7% 112.9 1,298,361 +1,234,967 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.8% +0.4% 107.9 925,130 +604,312 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.7% +0.6% 98.8 197,358 +170,251 2
GOOG funds › ALPHABET INC TRIM 0.7% -1.3% 96.1 271,923 -566,686 5
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.6% -1.7% 90.8 3,405,000 -6,800,000 3
CUSIP:18915MAC1 funds › CLOUDFLARE INC TRIM 0.6% -0.3% 86.2 67,000,000 -24,250,000 5
CUSIP:163086AE1 funds › CHEFS WHSE INC TRIM 0.6% +0.0% 79.8 35,636,000 -5,775,000 5
GTLS funds › CHART INDS INC ADD 0.5% +0.3% 77.3 370,000 +207,000 2
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.5% -2.7% 75.7 101,328 -491,996 5
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.5% +0.5% 74.2 773,268 +765,306 5
WBS funds › WEBSTER FINL CORP ADD 0.5% +0.0% 71.5 935,000 +85,500 2
CUSIP:538034BA6 funds › LIVE NATION ENTERTAINMENT IN NEW 0.5% +0.5% 71.4 40,000,000 +40,000,000 1
FXI funds › ISHARES TR ADD 0.5% +0.2% 69.5 2,201,127 +1,154,338 3
KVUE funds › KENVUE INC ADD 0.5% +0.1% 68.8 3,599,857 +935,264 5
CUSIP:604749AB7 funds › MIRUM PHARMACEUTICALS INC TRIM 0.5% -0.2% 68.3 18,448,000 -8,552,000 4
CUSIP:00971TAQ4 funds › AKAMAI TECHNOLOGIES INC NEW 0.5% +0.5% 65.7 45,000,000 +45,000,000 1
CUSIP:98422EAB9 funds › XERIS BIOPHARMA HOLDINGS INC HOLD 0.4% +0.0% 62.6 23,074,000 +0 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.4% -0.2% 61.9 1,164,746 +1,286 5
CUSIP:09061GAK7 funds › BIOMARIN PHARMACEUTICAL INC ADD 0.4% -0.0% 60.8 62,432,000 +8,189,000 5
CUSIP:90353TAM2 funds › UBER TECHNOLOGIES INC ADD 0.4% +0.1% 57.3 47,871,000 +15,000,000 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.4% +0.2% 52.7 110,383 +62,735 5
ETSY funds › ETSY INC NEW 0.3% +0.3% 48.3 640,706 +640,706 1
CBRS funds › CEREBRAS SYSTEMS INC NEW 0.3% +0.3% 44.7 202,100 +202,100 1
CUSIP:29786AAL0 funds › ETSY INC NEW 0.3% +0.3% 44.6 47,000,000 +47,000,000 1
ROKU funds › ROKU INC ADD 0.3% +0.3% 44.2 320,000 +301,732 4
SNDK funds › SANDISK CORP ADD 0.3% +0.3% 44.2 19,435 +15,707 5
CUSIP:29786AAQ9 funds › ETSY INC NEW 0.3% +0.3% 43.9 37,750,000 +37,750,000 1
CUSIP:08265TAD1 funds › BENTLEY SYS INC ADD 0.3% -0.0% 43.8 45,543,000 +3,781,000 5
EEM funds › ISHARES TR TRIM 0.3% -0.1% 41.4 605,065 -123,902 5
CUSIP:387328AF4 funds › GRANITE CONSTR INC NEW 0.3% +0.3% 40.9 19,500,000 +19,500,000 1
ADBE funds › ADOBE INC ADD 0.3% +0.1% 40.0 195,190 +110,475 5
NFLX funds › NETFLIX INC. ADD 0.3% +0.2% 37.8 529,559 +427,174 5
CUSIP:86333MAA6 funds › STRIDE INC ADD 0.3% +0.1% 36.4 21,500,000 +10,000,000 3
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.2% -1.0% 35.4 60,963 -654,966 5
CUSIP:252131AM9 funds › DEXCOM INC NEW 0.2% +0.2% 34.9 37,338,000 +37,338,000 1
CUSIP:02081GAB8 funds › ALPHATEC HLDGS INC ADD 0.2% +0.1% 33.1 33,247,000 +12,343,000 5
CUSIP:81141RAG5 funds › SEA LTD HOLD 0.2% -0.0% 30.7 31,000,000 +0 5
CUSIP:98423FAD1 funds › XOMETRY INC NEW 0.2% +0.2% 30.5 13,700,000 +13,700,000 1
CUSIP:018802AE8 funds › ALLIANT ENERGY CORP NEW 0.2% +0.2% 30.3 27,500,000 +27,500,000 1
HYG funds › ISHARES TR NEW 0.2% +0.2% 29.8 372,550 +372,550 1
CUSIP:30034WAD8 funds › EVERGY INC TRIM 0.2% -0.1% 28.5 20,000,000 -10,000,000 5
SJNK funds › SPDR SERIES TRUST NEW 0.2% +0.2% 27.8 1,110,001 +1,110,001 1
CUSIP:56087FAD6 funds › MAKEMYTRIP LIMITED MAURITIUS NEW 0.2% +0.2% 27.4 30,000,000 +30,000,000 1
JNK funds › SPDR SERIES TRUST NEW 0.2% +0.2% 26.8 277,601 +277,601 1
CUSIP:737446AT1 funds › POST HLDGS INC ADD 0.2% +0.0% 26.7 25,691,000 +7,191,000 4
EWZ funds › ISHARES INC ADD 0.2% +0.2% 25.8 748,291 +692,044 5
SHYG funds › ISHARES TR NEW 0.2% +0.2% 25.4 598,401 +598,401 1
CUSIP:337932AT4 funds › FIRSTENERGY CORP NEW 0.2% +0.2% 24.6 22,500,000 +22,500,000 1
GSAT funds › GLOBALSTAR INC NEW 0.2% +0.2% 24.4 300,000 +300,000 1
CUSIP:343412AJ1 funds › FLUOR CORP ADD 0.2% +0.0% 24.0 18,113,000 +3,113,000 3
CUSIP:759916AD1 funds › REPLIGEN CORP NEW 0.2% +0.2% 23.1 22,500,000 +22,500,000 1
CUSIP:852234AK9 funds › BLOCK INC ADD 0.2% +0.1% 22.9 24,164,000 +13,500,000 2
CUSIP:56087FAB0 funds › MAKEMYTRIP LIMITED MAURITIUS ADD 0.2% +0.1% 22.9 15,000,000 +5,000,000 5
SMCIP funds › SUPER MICRO COMPUTER INC NEW 0.2% +0.2% 22.9 374,066,000 +374,066,000 1
UBER funds › UBER TECHNOLOGIES INC ADD 0.2% -0.0% 22.8 316,531 +6,500 5
GXO funds › GXO LOGISTICS INCORPORATED TRIM 0.2% -0.3% 22.7 447,959 -516,508 5
CUSIP:45781MAD3 funds › INNOVIVA INC HOLD 0.2% -0.0% 22.6 21,000,000 +0 5
LULU funds › LULULEMON ATHLETICA INC ADD 0.1% -0.0% 21.6 188,947 +44,630 5
IWM funds › ISHARES TR NEW 0.1% +0.1% 20.7 68,994 +68,994 1
CUSIP:02081GAD4 funds › ALPHATEC HLDGS INC ADD 0.1% -0.0% 20.4 21,300,000 +2,500,000 2
MUB funds › ISHARES TR NEW 0.1% +0.1% 20.1 187,001 +187,001 1
CUSIP:36165LAD0 funds › GDS HLDGS LTD NEW 0.1% +0.1% 19.2 15,750,000 +15,750,000 1
CUSIP:36467WAG4 funds › GAMESTOP CORP NEW 0.1% +0.1% 18.8 18,500,000 +18,500,000 1
CUSIP:53802LAB8 funds › LIVANOVA PLC NEW 0.1% +0.1% 18.8 13,809,000 +13,809,000 1
CUSIP:753422AF1 funds › RAPID7 INC TRIM 0.1% -0.3% 18.2 18,890,000 -34,500,000 5
VAL funds › VALARIS LTD ADD 0.1% +0.0% 17.4 240,000 +140,357 2
CUSIP:337932AV9 funds › FIRSTENERGY CORP NEW 0.1% +0.1% 17.2 15,500,000 +15,500,000 1
CUSIP:40131MAB5 funds › GUARDANT HEALTH INC ADD 0.1% +0.0% 17.2 13,745,000 +5,000,000 5
AXTA funds › AXALTA COATING SYS LTD NEW 0.1% +0.1% 17.1 500,000 +500,000 1
CEG funds › CONSTELLATION ENERGY CORP ADD 0.1% -0.0% 17.1 68,681 +8,196 5
CRM funds › SALESFORCE INC ADD 0.1% +0.1% 17.0 108,524 +91,375 5
CUSIP:45826HAD1 funds › INTEGER HLDGS CORP ADD 0.1% +0.1% 17.0 17,500,000 +12,500,000 2
LITE funds › LUMENTUM HLDGS INC ADD 0.1% +0.1% 16.5 19,176 +18,301 4
CME funds › CME GROUP INC ADD 0.1% -0.0% 16.3 73,981 +13,361 5
CUSIP:89377MAB5 funds › TRANSMEDICS GROUP INC NEW 0.1% +0.1% 16.3 15,000,000 +15,000,000 1
CUSIP:565788AF3 funds › MARA HOLDINGS INC TRIM 0.1% -0.0% 16.1 16,000,000 -1,500,000 3
APGE funds › APOGEE THERAPEUTICS INC NEW 0.1% +0.1% 15.9 120,000 +120,000 1
INIO funds › INNIO NV NEW 0.1% +0.1% 15.8 400,000 +400,000 1
CUSIP:15102KAA8 funds › CELCUITY INC ADD 0.1% +0.1% 15.8 7,000,000 +6,000,000 2
NUVL funds › NUVALENT INC NEW 0.1% +0.1% 15.6 126,303 +126,303 1
BX funds › BLACKSTONE INC ADD 0.1% -0.0% 15.5 132,114 +6,167 5
CUSIP:002121AB7 funds › A10 NETWORKS INC NEW 0.1% +0.1% 15.3 9,000,000 +9,000,000 1
CUSIP:565788AD8 funds › MARA HOLDINGS INC TRIM 0.1% -0.1% 14.9 13,327,000 -13,000,000 4
TECH funds › BIO-TECHNE CORP NEW 0.1% +0.1% 14.8 210,000 +210,000 1
HYD funds › VANECK ETF TRUST NEW 0.1% +0.1% 14.4 280,101 +280,101 1
INTU funds › INTUIT ADD 0.1% +0.0% 14.1 54,053 +35,104 5
CWB funds › SPDR SERIES TRUST NEW 0.1% +0.1% 14.1 130,601 +130,601 1
FOX funds › FOX CORP ADD 0.1% +0.0% 14.0 299,700 +99,700 5
CUSIP:589889AB0 funds › MERIT MED SYS INC NEW 0.1% +0.1% 13.5 12,500,000 +12,500,000 1
CUSIP:163072AC5 funds › CHEESECAKE FACTORY INC ADD 0.1% +0.0% 13.4 10,500,000 +1,250,000 2
COIN funds › COINBASE GLOBAL INC ADD 0.1% +0.0% 13.2 90,181 +33,723 5
CUSIP:69366JAD3 funds › PTC THERAPEUTICS INC TRIM 0.1% -0.3% 13.0 8,200,000 -23,000,000 5
CRWV funds › COREWEAVE INC TRIM 0.1% -0.1% 12.2 122,219 -104,912 4
CUSIP:477143AR2 funds › JETBLUE AIRWAYS CORP ADD 0.1% +0.0% 11.6 10,500,000 +4,000,000 4
CUSIP:00971TAL5 funds › AKAMAI TECHNOLOGIES INC TRIM 0.1% -0.1% 11.5 9,610,000 -4,500,000 5
GOOGL funds › ALPHABET INC TRIM 0.1% -1.5% 11.5 32,227 -651,944 5
NOW funds › SERVICENOW INC ADD 0.1% -0.0% 11.4 114,841 +20,722 5
KKR funds › KKR & CO INC TRIM 0.1% -0.0% 10.8 117,885 -20,406 5
JAN funds › JANUS LIVING INC NEW 0.1% +0.1% 10.8 375,000 +375,000 1
AA funds › ALCOA CORP TRIM 0.1% -0.2% 10.5 201,349 -342,316 2
QXO funds › QXO INC NEW 0.1% +0.1% 10.4 600,000 +600,000 1
GOOGM funds › ALPHABET INC NEW 0.1% +0.1% 10.2 160,040,000 +160,040,000 1
T funds › AT&T INC ADD 0.1% +0.1% 10.1 487,052 +470,884 5
GOOGN funds › ALPHABET INC NEW 0.1% +0.1% 10.1 160,040,000 +160,040,000 1
NATL funds › NCR ATLEOS CORPORATION NEW 0.1% +0.1% 10.0 230,300 +230,300 1
COMP funds › COMPASS INC NEW 0.1% +0.1% 9.7 789,152 +789,152 1
CUSIP:665531AJ8 funds › NORTHERN OIL & GAS INC NEW 0.1% +0.1% 9.6 10,000,000 +10,000,000 1
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% +0.1% 9.5 69,773 +67,545 5
CDNL funds › CARDINAL INFRASTRUCTURE GROU NEW 0.1% +0.1% 9.4 100,000 +100,000 1
CUSIP:03209RAB9 funds › AMPHASTAR PHARMACEUTICALS IN NEW 0.1% +0.1% 9.2 10,080,000 +10,080,000 1
AU funds › ANGLOGOLD ASHANTI PLC ADD 0.1% +0.0% 9.1 112,767 +62,333 2
ORCLPRD funds › ORACLE CORP HOLD 0.1% -0.0% 9.0 170,030,000 +0 2
URI funds › UNITED RENTALS INC ADD 0.1% +0.1% 8.9 7,832 +7,507 2
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 8.9 107,169 -9,188 5
CUSIP:565788AH9 funds › MARA HOLDINGS INC TRIM 0.1% -0.0% 8.8 9,000,000 -1,000,000 3
COHR funds › COHERENT CORP ADD 0.1% +0.1% 8.7 22,170 +20,429 2
CUSIP:23282WAC4 funds › CYTOKINETICS INC HOLD 0.1% -0.0% 8.5 5,000,000 +0 5
FPS funds › FORGENT POWER SOLUTIONS INC TRIM 0.1% -0.0% 8.4 150,000 -150,000 2
CVX funds › CHEVRON CORPORATION NEW 0.1% +0.1% 8.1 49,041 +49,041 1
CELH funds › CELSIUS HLDGS INC ADD 0.1% +0.1% 8.1 276,454 +258,674 5
NBXG funds › NEUBERGER NEXT GENERATION HOLD 0.1% +0.0% 8.1 488,681 +0 5
CUSIP:76954AAD5 funds › RIVIAN AUTOMOTIVE INC TRIM 0.1% -0.0% 8.0 7,500,000 -1,000,000 5
CUSIP:86800UAF1 funds › SUPER MICRO COMPUTER INC NEW 0.1% +0.1% 8.0 9,000,000 +9,000,000 1
VST funds › VISTRA CORP TRIM 0.1% -0.1% 8.0 50,358 -54,135 5
GDV funds › GABELLI DIVID & INCOME TR HOLD 0.1% -0.0% 7.7 262,242 +0 5
RIO funds › RIO TINTO PLC NEW 0.1% +0.1% 7.6 80,006 +80,006 1
CUSIP:465741AQ9 funds › ITRON INC HOLD 0.1% -0.0% 7.5 7,500,000 +0 3
LBRDK funds › LIBERTY BROADBAND CORP NEW 0.1% +0.1% 7.4 222,568 +222,568 1
NKE funds › NIKE INC ADD 0.1% +0.0% 7.4 179,873 +95,302 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.1% +0.0% 7.4 14,994 +13,173 3
CUSIP:594972AS0 funds › STRATEGY INC HOLD 0.1% -0.0% 7.3 8,500,000 +0 3
GDX funds › VANECK ETF TRUST ADD 0.1% +0.0% 7.3 97,114 +70,319 4
KRE funds › SPDR SERIES TRUST TRIM 0.1% -0.2% 7.3 97,629 -283,414 5
CUSIP:92939UAT3 funds › WEC ENERGY GROUP INC NEW 0.1% +0.1% 7.3 7,000,000 +7,000,000 1
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.0% +0.0% 7.1 24,533 +9,284 4
CAVA funds › CAVA GROUP INC ADD 0.0% +0.0% 7.0 89,500 +43,561 3
J funds › JACOBS SOLUTIONS INC TRIM 0.0% -0.2% 7.0 55,609 -194,359 4
CUSIP:358039AB1 funds › FRESHPET INC TRIM 0.0% -0.1% 7.0 6,000,000 -7,000,000 4
LLYVK funds › LIBERTY LIVE HOLDINGS INC NEW 0.0% +0.0% 6.9 65,562 +65,562 1
ASA funds › ASA GOLD AND PRECIOUS MTLS L HOLD 0.0% -0.0% 6.7 129,134 +0 5
LBRDA funds › LIBERTY BROADBAND CORP NEW 0.0% +0.0% 6.7 200,000 +200,000 1
FLY funds › FIREFLY AEROSPACE INC NEW 0.0% +0.0% 6.6 224,891 +224,891 1
SMCI funds › SUPER MICRO COMPUTER INC ADD 0.0% +0.0% 6.6 223,574 +22,089 4
XBI funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 6.4 40,463 -17,452 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.0% -0.0% 6.3 53,065 -39,678 5
CW funds › CURTISS WRIGHT CORP NEW 0.0% +0.0% 6.3 8,259 +8,259 1
LION funds › LIONSGATE STUDIOS CORP NEW 0.0% +0.0% 6.2 407,000 +407,000 1
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.0% -0.0% 6.2 182,570 -1,125 5
DPC funds › DPC HOLDINGS PLC NEW 0.0% +0.0% 6.1 125,000 +125,000 1
CUSIP:682189AU9 funds › ON SEMICONDUCTOR CORP NEW 0.0% +0.0% 6.0 5,000,000 +5,000,000 1
INTC funds › INTEL CORP TRIM 0.0% -0.0% 6.0 43,215 -178,540 5
TECK funds › TECK RESOURCES LTD HOLD 0.0% -0.0% 5.9 100,000 +0 2
NEM funds › NEWMONT CORP ADD 0.0% +0.0% 5.9 62,908 +42,520 4
BA funds › BOEING CO TRIM 0.0% -0.1% 5.8 26,801 -44,205 5
FCX funds › FREEPORT MCMORAN INC ADD 0.0% +0.0% 5.7 90,291 +85,373 2
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.0% -0.3% 5.6 20,079 -131,638 5
CUSIP:82982TAA4 funds › SITIME CORP NEW 0.0% +0.0% 5.5 5,000,000 +5,000,000 1
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 5.5 57,044 +5,853 5
PYPL funds › PAYPAL HLDGS INC ADD 0.0% -0.0% 5.5 126,431 +14,880 5
CUSIP:733245AD6 funds › PORCH GROUP INC HOLD 0.0% +0.0% 5.4 3,750,000 +0 5
PEP funds › PEPSICO INC ADD 0.0% +0.0% 5.4 39,838 +27,105 5
CUSIP:00971TAN1 funds › AKAMAI TECHNOLOGIES INC TRIM 0.0% -0.2% 5.3 4,479,000 -22,500,000 5
CUSIP:525558AB8 funds › LEMAITRE VASCULAR INC ADD 0.0% +0.0% 5.3 5,000,000 +2,500,000 3
CMCSA funds › COMCAST CORP NEW ADD 0.0% +0.0% 5.2 213,597 +110,208 5
MCD funds › MCDONALDS CORP ADD 0.0% +0.0% 5.2 19,219 +15,664 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.0% +0.0% 5.2 122,532 +103,241 5
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.0% -0.0% 5.2 121,122 +42,875 4
BUD funds › ANHEUSER BUSCH INBEV SA NV TRIM 0.0% -0.0% 5.2 62,500 -11,500 2
CUSIP:695127AJ9 funds › PACIRA BIOSCIENCES INC HOLD 0.0% -0.0% 5.0 5,000,000 +0 5
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 4.9 48,225 -61,768 5
CUSIP:594972AU5 funds › STRATEGY INC TRIM 0.0% -0.0% 4.9 5,475,000 -2,500,000 2
AMAT funds › APPLIED MATLS INC ADD 0.0% +0.0% 4.8 6,676 +5,100 5
GIS funds › GENERAL MILLS INC ADD 0.0% +0.0% 4.8 136,983 +59,517 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% +0.0% 4.7 11,825 +3,296 5
WULF funds › TERAWULF INC ADD 0.0% +0.0% 4.7 188,527 +27,522 3
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 4.6 51,072 -29,187 4
ON funds › ON SEMICONDUCTOR CORP ADD 0.0% +0.0% 4.6 49,000 +35,281 5
CUSIP:14161WAD7 funds › CARDLYTICS INC HOLD 0.0% +0.0% 4.6 11,145,000 +0 5
LPX funds › LOUISIANA PAC CORP NEW 0.0% +0.0% 4.6 58,285 +58,285 1
MDLZ funds › MONDELEZ INTL INC ADD 0.0% +0.0% 4.5 77,525 +21,453 4
PM funds › PHILIP MORRIS INTL INC TRIM 0.0% -0.0% 4.5 24,642 -30,971 2
CUSIP:92790CAB0 funds › VIRIDIAN THERAPEUTICS INC NEW 0.0% +0.0% 4.3 4,000,000 +4,000,000 1
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 4.2 3,596 +51 4
B funds › BARRICK MNG CORP ADD 0.0% +0.0% 4.2 114,946 +58,037 3
CUSIP:98937LAA3 funds › ZENAS BIOPHARMA INC HOLD 0.0% -0.0% 4.2 3,500,000 +0 2
VRT funds › VERTIV HOLDINGS CO ADD 0.0% +0.0% 4.2 12,437 +5,877 5
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 4.2 11,784 -6,581 5
HOOD funds › ROBINHOOD MKTS INC TRIM 0.0% -0.1% 4.1 41,104 -214,950 5
DDOG funds › DATADOG INC TRIM 0.0% -0.0% 4.1 15,815 -20,969 5
KO funds › COCA COLA CO ADD 0.0% +0.0% 4.0 49,535 +13,966 5
MCK funds › MCKESSON CORP ADD 0.0% +0.0% 3.9 5,196 +3,839 5
VIK funds › VIKING HOLDINGS LTD NEW 0.0% +0.0% 3.9 37,500 +37,500 1
WIW funds › WESTERN AST INFL LKD OPP & I HOLD 0.0% -0.0% 3.9 462,748 +0 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.0% -0.1% 3.9 11,844 -38,600 5
QCOM funds › QUALCOMM INC TRIM 0.0% -0.1% 3.9 20,979 -94,102 5
BTI funds › BRITISH AMERN TOB PLC TRIM 0.0% -0.0% 3.9 62,707 -33,293 2
NFJ funds › VIRTUS DIVIDEND INTEREST & P TRIM 0.0% -0.0% 3.9 253,669 -273,003 5
EL funds › LAUDER ESTEE COS INC ADD 0.0% +0.0% 3.8 48,524 +42,051 5
CUSIP:594972AN1 funds › STRATEGY INC TRIM 0.0% -0.1% 3.8 4,000,000 -16,500,000 5
TMUS funds › T-MOBILE US INC ADD 0.0% +0.0% 3.8 22,478 +20,304 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.0% +0.0% 3.8 30,292 +28,710 5
COP funds › CONOCOPHILLIPS NEW 0.0% +0.0% 3.8 36,221 +36,221 1
HWM funds › HOWMET AEROSPACE INC TRIM 0.0% -0.0% 3.8 13,948 -9,547 2
ARM funds › ARM HOLDINGS PLC ADD 0.0% +0.0% 3.7 10,492 +5,830 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 3.6 16,701 +300 2
CUSIP:36467WAE9 funds › GAMESTOP CORP NEW 0.0% +0.0% 3.6 3,500,000 +3,500,000 1
DOW funds › DOW HLDGS INC ADD 0.0% +0.0% 3.5 127,178 +121,548 5
CUSIP:64049MAB6 funds › NEOGENOMICS INC HOLD 0.0% -0.0% 3.5 3,708,000 +0 5
CUSIP:18452BAC4 funds › CLEANSPARK INC TRIM 0.0% -0.1% 3.5 2,666,000 -10,000,000 3
NVT funds › NVENT ELEC PLC NEW 0.0% +0.0% 3.5 20,401 +20,401 1
GLO funds › CLOUGH GLOBAL OPPORTUNITIES HOLD 0.0% -0.0% 3.4 560,671 +0 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.0% +0.0% 3.3 30,496 +22,863 5
TXRH funds › TEXAS ROADHOUSE INC ADD 0.0% +0.0% 3.3 17,130 +10,636 3
MS funds › MORGAN STANLEY TRIM 0.0% -0.0% 3.3 15,683 -12,520 5
TDW funds › TIDEWATER INC NEW NEW 0.0% +0.0% 3.3 49,103 +49,103 1
ROST funds › ROSS STORES INC ADD 0.0% +0.0% 3.3 15,358 +5,653 5
EOD funds › ALLSPRING GLOBAL DIVIDEND OP TRIM 0.0% -0.0% 3.2 485,255 -4,055 5
CUSIP:67080NAA9 funds › NUVATION BIO INC NEW 0.0% +0.0% 3.1 3,000,000 +3,000,000 1
BLK funds › BLACKROCK INC ADD 0.0% +0.0% 3.1 3,210 +1,361 3
EQH funds › EQUITABLE HLDGS INC NEW 0.0% +0.0% 3.1 70,000 +70,000 1
EXPO funds › EXPONENT INC ADD 0.0% +0.0% 3.1 52,159 +41,552 5
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.0% -0.0% 3.1 31,747 -65,558 5
PFE funds › PFIZER INC NEW 0.0% +0.0% 3.0 126,497 +126,497 1
BMNR funds › BITMINE IMMERSION TECHS INC ADD 0.0% +0.0% 3.0 228,822 +130,256 3
SWX funds › SOUTHWEST GAS HLDGS INC NEW 0.0% +0.0% 3.0 34,032 +34,032 1
CUSIP:75134PAB1 funds › RAMACO RES INC TRIM 0.0% -0.1% 3.0 4,000,000 -10,000,000 3
LII funds › LENNOX INTL INC NEW 0.0% +0.0% 3.0 5,220 +5,220 1
REYN funds › REYNOLDS CONSUMER PRODS INC ADD 0.0% +0.0% 2.9 109,460 +2,378 5
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.0% +0.0% 2.9 6,321 +1,880 4
PBR funds › PETROLEO BRASILEIRO S A NEW 0.0% +0.0% 2.9 178,861 +178,861 1
PEO funds › ADAM NAT RES FD INC ADD 0.0% -0.0% 2.9 115,997 +2,236 5
SE funds › SEA LTD TRIM 0.0% -0.0% 2.8 29,381 -1,603 3
DBRG funds › DIGITALBRIDGE GROUP INC TRIM 0.0% -0.0% 2.7 174,094 -150,906 2
HRI funds › HERC HLDGS INC NEW 0.0% +0.0% 2.7 18,529 +18,529 1
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 2.6 17,752 -30,603 5
FDX funds › FEDEX CORP ADD 0.0% +0.0% 2.6 8,258 +6,568 5
FIX funds › COMFORT SYS USA INC ADD 0.0% +0.0% 2.6 1,300 +926 2
BFB funds › BROWN FORMAN CORP ADD 0.0% +0.0% 2.5 95,339 +51,657 2
ZTR funds › VIRTUS TOTAL RETURN FD INC HOLD 0.0% -0.0% 2.5 370,223 +0 5
DASH funds › DOORDASH INC TRIM 0.0% -0.0% 2.5 13,701 -14,428 5
ZTS funds › ZOETIS INC ADD 0.0% +0.0% 2.5 35,180 +24,005 5
MAR funds › MARRIOTT INTL INC NEW ADD 0.0% +0.0% 2.5 6,695 +4,294 5
COLM funds › COLUMBIA SPORTSWEAR CO ADD 0.0% +0.0% 2.5 39,904 +24,157 2
LEO funds › BNY MELLON STRATEGIC MUNS IN HOLD 0.0% -0.0% 2.5 379,865 +0 5
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO ADD 0.0% +0.0% 2.4 49,135 +28,642 2
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.1% 2.4 12,196 -39,652 2
MA funds › MASTERCARD INCORPORATED TRIM 0.0% -0.1% 2.4 4,738 -35,604 5
CUSIP:69549FAB5 funds › PAGAYA U S HLDG CO LLC HOLD 0.0% +0.0% 2.4 1,500,000 +0 2
LOW funds › LOWES COS INC NEW 0.0% +0.0% 2.4 10,813 +10,813 1
CUSIP:875372AD6 funds › TANDEM DIABETES CARE INC NEW 0.0% +0.0% 2.4 2,500,000 +2,500,000 1
FWONK funds › LIBERTY MEDIA CORP DEL NEW 0.0% +0.0% 2.4 24,885 +24,885 1
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.0% -0.0% 2.3 2,303 -4,140 5
ULTA funds › ULTA BEAUTY INC NEW 0.0% +0.0% 2.3 5,128 +5,128 1
CRS funds › CARPENTER TECHNOLOGY CORP NEW 0.0% +0.0% 2.3 3,732 +3,732 1
NVO funds › NOVO-NORDISK A S TRIM 0.0% -0.0% 2.3 47,778 -50,768 5
GAM funds › GENERAL AMERN INVS CO INC HOLD 0.0% -0.0% 2.3 35,841 +0 5
FIVE funds › FIVE BELOW INC ADD 0.0% -0.0% 2.2 12,042 +2,594 5
ATI funds › ATI INC TRIM 0.0% -0.0% 2.1 10,849 -14,170 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 2.1 5,235 -7,166 5
MTUM funds › ISHARES TR ADD 0.0% +0.0% 2.1 6,139 +4,906 2
CASY funds › CASEYS GEN STORES INC TRIM 0.0% -0.0% 2.1 2,624 -2,005 4
OWL funds › BLUE OWL CAPITAL INC ADD 0.0% +0.0% 2.1 237,747 +183,478 3
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 2.1 13,728 -9,622 5
MZTI funds › MARZETTI COMPANY ADD 0.0% -0.0% 2.1 18,216 +4,008 2
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.0% -0.0% 2.1 6,898 -69,299 5
CAKE funds › CHEESECAKE FACTORY INC NEW 0.0% +0.0% 2.0 25,291 +25,291 1
VXX funds › BARCLAYS BANK PLC NEW 0.0% +0.0% 2.0 90,753 +90,753 1
STEW funds › SRH TOTAL RETURN FUND INC HOLD 0.0% -0.0% 2.0 111,819 +0 5
SNOW funds › SNOWFLAKE INC TRIM 0.0% -0.0% 2.0 7,862 -23,727 5
CRCL funds › CIRCLE INTERNET GROUP INC NEW 0.0% +0.0% 2.0 31,402 +31,402 1
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 2.0 6,208 -272 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.1% 1.9 10,203 -90,843 5
DIA funds › STATE STR SPDR DOW JONES IND HOLD 0.0% -0.0% 1.9 3,711 +0 5
TGT funds › TARGET CORP ADD 0.0% +0.0% 1.9 14,635 +4,273 5
MDT funds › MEDTRONIC PLC ADD 0.0% +0.0% 1.9 24,265 +6,435 2
KBR funds › KBR INC TRIM 0.0% -0.2% 1.9 54,627 -664,786 4
PKG funds › PACKAGING CORP AMER NEW 0.0% +0.0% 1.9 7,852 +7,852 1
COCO funds › VITA COCO CO INC NEW 0.0% +0.0% 1.8 27,261 +27,261 1
LEVI funds › LEVI STRAUSS & CO NEW TRIM 0.0% -0.0% 1.8 72,243 -12,372 3
GILD funds › GILEAD SCIENCES INC ADD 0.0% +0.0% 1.8 14,121 +7,867 2
MMM funds › 3M CO TRIM 0.0% -0.0% 1.8 10,990 -23,046 5
LLY funds › ELI LILLY & CO TRIM 0.0% -0.0% 1.8 1,477 -3,630 5
BAC funds › BANK OF AMER CORP TRIM 0.0% -0.1% 1.8 30,943 -211,954 5
BROS funds › DUTCH BROS INC TRIM 0.0% -0.0% 1.8 24,490 -26,718 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.0% -0.0% 1.8 19,087 +2,410 4
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% -0.0% 1.8 4,218 -13,241 5
TSCO funds › TRACTOR SUPPLY CO ADD 0.0% +0.0% 1.8 55,453 +47,943 5
FWONA funds › LIBERTY MEDIA CORP DEL NEW 0.0% +0.0% 1.8 20,000 +20,000 1
DKS funds › DICKS SPORTING GOODS INC TRIM 0.0% -0.0% 1.7 7,631 -2,375 4
XYZ funds › BLOCK INC ADD 0.0% +0.0% 1.7 22,753 +3,861 3
MELI funds › MERCADOLIBRE INC ADD 0.0% +0.0% 1.7 1,010 +264 5
PDD funds › PDD HOLDINGS INC ADD 0.0% +0.0% 1.7 22,073 +12,087 5
BURL funds › BURLINGTON STORES INC NEW 0.0% +0.0% 1.7 5,301 +5,301 1
DG funds › DOLLAR GEN CORP TRIM 0.0% -0.0% 1.7 14,467 -17,406 4
TPR funds › TAPESTRY INC TRIM 0.0% -0.0% 1.6 11,157 -2,210 4
SLF funds › SUN LIFE FINANCIAL INC. ADD 0.0% +0.0% 1.6 20,729 +13,431 2
AVAV funds › AEROVIRONMENT INC ADD 0.0% +0.0% 1.6 9,820 +5,129 2
LLYVA funds › LIBERTY LIVE HOLDINGS INC NEW 0.0% +0.0% 1.6 16,000 +16,000 1
AGCO funds › AGCO CORP NEW Common Stock 0.0% +0.0% 1.6 13,274 +13,274 1
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 1.6 8,111 -10,988 5
RKLB funds › ROCKET LAB CORP TRIM 0.0% -0.0% 1.6 15,338 -10,311 2
LOPE funds › GRAND CANYON ED INC ADD 0.0% +0.0% 1.5 10,789 +6,693 5
IDA funds › IDACORP INC ADD 0.0% +0.0% 1.5 10,120 +1,717 3
BOKF funds › BOK FINL CORP ADD 0.0% +0.0% 1.5 10,980 +2,198 5
EME funds › EMCOR GROUP INC ADD 0.0% +0.0% 1.5 1,825 +1,039 5
EFA funds › ISHARES TR TRIM 0.0% -0.1% 1.5 14,572 -135,338 2
OTTR funds › OTTER TAIL CORP ADD 0.0% +0.0% 1.5 16,814 +5,673 5
VLTO funds › VERALTO CORP ADD 0.0% +0.0% 1.5 16,938 +10,107 3
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 1.5 8,738 -1,127 5
CM funds › CANADIAN IMPERIAL BANK OF CO TRIM 0.0% -0.0% 1.5 12,865 -2,264 3
ASML funds › ASML HLDG NV ADD 0.0% +0.0% 1.5 743 +395 4
ARMK funds › ARAMARK ADD 0.0% +0.0% 1.5 25,751 +18,617 2
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 1.4 15,608 -14,185 2
CAG funds › CONAGRA BRANDS INC NEW 0.0% +0.0% 1.4 106,656 +106,656 1
OTIS funds › OTIS WORLDWIDE CORP ADD 0.0% +0.0% 1.4 19,861 +14,346 4
MFC funds › MANULIFE FINL CORP ADD 0.0% +0.0% 1.4 34,812 +3,024 3
PCG funds › PG&E CORP ADD 0.0% +0.0% 1.4 83,661 +32,424 5
GD funds › GENERAL DYNAMICS CORP ADD 0.0% +0.0% 1.4 3,961 +2,662 5
ICE funds › INTERCONTINENTAL EXCHANGE IN NEW 0.0% +0.0% 1.4 11,364 +11,364 1
RTX funds › RTX CORPORATION TRIM 0.0% -0.0% 1.4 7,370 -24,033 5
CMC funds › COMMERCIAL METALS CO NEW 0.0% +0.0% 1.4 22,199 +22,199 1
CNO funds › CNO FINL GROUP INC ADD 0.0% +0.0% 1.4 27,063 +15,455 3
CUSIP:00827BAB2 funds › AFFIRM HLDGS INC HOLD 0.0% -0.0% 1.4 1,400,000 +0 3
MMSI funds › MERIT MED SYS INC ADD 0.0% +0.0% 1.4 19,611 +6,501 2
M funds › MACYS INC NEW 0.0% +0.0% 1.4 57,502 +57,502 1
RVMD funds › REVOLUTION MEDICINES INC NEW 0.0% +0.0% 1.3 7,200 +7,200 1
GL funds › GLOBE LIFE INC ADD 0.0% +0.0% 1.3 7,426 +4,046 3
TTD funds › THE TRADE DESK INC ADD 0.0% +0.0% 1.3 72,404 +39,950 2
BCE funds › BCE INC ADD 0.0% -0.0% 1.3 60,834 +15,588 4
ADT funds › ADT INC DEL ADD Common Stock 0.0% +0.0% 1.3 201,213 +45,991 2
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% +0.0% 1.3 4,761 +3,316 5
PAYX funds › PAYCHEX INC ADD 0.0% +0.0% 1.3 13,078 +7,421 4
RBA funds › RB GLOBAL INC TRIM 0.0% -0.0% 1.3 10,980 -2,581 5
EMA funds › EMERA INC ADD 0.0% +0.0% 1.3 24,080 +12,384 2
WHR funds › WHIRLPOOL CORP NEW 0.0% +0.0% 1.3 32,318 +32,318 1
WSM funds › WILLIAMS SONOMA INC TRIM 0.0% -0.0% 1.3 5,413 -643 2
IWC funds › ISHARES TR NEW 0.0% +0.0% 1.3 6,301 +6,301 1
BANR funds › BANNER CORP ADD 0.0% +0.0% 1.2 18,269 +10,563 3
INFY funds › INFOSYS LTD ADD 0.0% +0.0% 1.2 115,511 +75,621 5
HWC funds › HANCOCK WHITNEY CORPORATION ADD 0.0% +0.0% 1.2 16,165 +728 3
LEN funds › LENNAR CORP ADD 0.0% +0.0% 1.2 13,345 +5,132 3
ALLY funds › ALLY FINL INC ADD 0.0% +0.0% 1.2 26,207 +8,970 2
MO funds › ALTRIA GROUP INC NEW 0.0% +0.0% 1.2 16,674 +16,674 1
CMI funds › CUMMINS INC TRIM 0.0% -0.0% 1.2 1,666 -982 2
APG funds › API GROUP CORP TRIM 0.0% -0.0% 1.2 27,906 -2,015 3
AMP funds › AMERIPRISE FINL INC ADD 0.0% +0.0% 1.2 2,572 +1,142 5
CPRT funds › COPART INC TRIM 0.0% -0.0% 1.2 41,182 -662 5
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 1.2 1,606 +733 2
DSM funds › BNY MELLON STRATEGIC MUN BD HOLD 0.0% -0.0% 1.2 187,555 +0 5
DE funds › DEERE & CO TRIM 0.0% -0.0% 1.1 1,790 -3,413 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% -0.0% 1.1 7,789 -2,959 2
CUSIP:36249W104 funds › GABELLI GLOBAL SMALL & MID C HOLD 0.0% -0.0% 1.1 69,157 +0 5
KDP funds › KEURIG DR PEPPER INC TRIM 0.0% +0.0% 1.1 34,312 -1,143 4
FNB funds › F N B CORP ADD 0.0% +0.0% 1.1 58,851 +46,250 2
CALM funds › CAL MAINE FOODS INC ADD 0.0% +0.0% 1.1 13,925 +4,083 3
FTS funds › FORTIS INC NEW 0.0% +0.0% 1.1 19,544 +19,544 1
WWD funds › WOODWARD INC TRIM 0.0% -0.0% 1.1 2,607 -603 2
CAT funds › CATERPILLAR INC ADD 0.0% +0.0% 1.1 1,026 +113 2
FELE funds › FRANKLIN ELEC INC NEW 0.0% +0.0% 1.1 10,113 +10,113 1
ECF funds › ELLSWORTH GROWTH & INCOME FD HOLD 0.0% -0.0% 1.1 81,490 +0 5
PPL funds › PPL CORP NEW 0.0% +0.0% 1.1 29,509 +29,509 1
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.0% +0.0% 1.1 2,574 +1,191 4
WDAY funds › WORKDAY INC TRIM 0.0% -0.0% 1.1 8,688 -6,616 5
CFG funds › CITIZENS FINL GROUP INC NEW 0.0% +0.0% 1.1 15,151 +15,151 1
AIG funds › AMERICAN INTL GROUP INC ADD 0.0% +0.0% 1.1 14,240 +8,194 4
ANDE funds › ANDERSONS INC ADD 0.0% +0.0% 1.1 15,487 +7,481 2
COPX funds › GLOBAL X FDS TRIM 0.0% -0.0% 1.1 13,733 -3,244 3
PRU funds › PRUDENTIAL FINL INC TRIM 0.0% -0.0% 1.1 9,771 -8,887 5
DUOL funds › DUOLINGO INC ADD 0.0% +0.0% 1.1 9,157 +2,738 3
MET funds › METLIFE INC TRIM 0.0% -0.0% 1.0 12,332 -8,644 5
DKNG funds › DRAFTKINGS INC NEW TRIM 0.0% -0.0% 1.0 40,894 -17,601 4
FLR funds › FLUOR CORP TRIM 0.0% -0.2% 1.0 19,678 -452,259 5
SLDE funds › SLIDE INS HLDGS INC NEW 0.0% +0.0% 1.0 53,186 +53,186 1
NMRK funds › NEWMARK GROUP INC ADD 0.0% +0.0% 1.0 68,046 +55,407 2
GNTX funds › GENTEX CORP ADD 0.0% +0.0% 1.0 40,592 +6,507 5
OTF funds › BLUE OWL TECHNOLOGY FIN CORP NEW 0.0% +0.0% 1.0 98,917 +98,917 1
OZK funds › BANK OZK LITTLE ROCK ARK TRIM 0.0% -0.0% 1.0 19,620 -3,575 2
OII funds › OCEANEERING INTL INC NEW 0.0% +0.0% 1.0 25,094 +25,094 1
GIL funds › GILDAN ACTIVEWEAR INC NEW 0.0% +0.0% 1.0 19,654 +19,654 1
BN funds › BROOKFIELD CORP NEW 0.0% +0.0% 1.0 23,670 +23,670 1
CBSH funds › COMMERCE BANCSHARES INC ADD 0.0% +0.0% 1.0 17,425 +6,229 2
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 1.0 2,974 -3,346 5
MWA funds › MUELLER WTR PRODS INC ADD 0.0% +0.0% 1.0 38,753 +19,538 2
IGV funds › ISHARES TR TRIM 0.0% -0.0% 1.0 11,036 -18,933 2
ALK funds › ALASKA AIR GROUP INC NEW 0.0% +0.0% 1.0 19,050 +19,050 1
XME funds › SPDR SERIES TRUST ADD 0.0% -0.0% 1.0 9,295 +1,205 5
PRI funds › PRIMERICA INC ADD 0.0% +0.0% 1.0 3,450 +1,584 5
CPB funds › THE CAMPBELLS COMPANY TRIM 0.0% -0.0% 1.0 43,973 -7,192 5
CNK funds › CINEMARK HLDGS INC ADD 0.0% +0.0% 1.0 30,647 +4,561 4
ESNT funds › ESSENT GROUP LTD NEW 0.0% +0.0% 1.0 15,031 +15,031 1
BJ funds › BJS WHSL CLUB HLDGS INC TRIM 0.0% -0.0% 1.0 11,045 -11,726 4
CENTA funds › CENTRAL GARDEN & PET CO ADD 0.0% +0.0% 1.0 24,835 +17,280 2
APPF funds › APPFOLIO INC NEW 0.0% +0.0% 1.0 5,965 +5,965 1
EMO funds › CLEARBRIDGE ENERGY MIDSTREAM HOLD 0.0% -0.0% 1.0 19,073 +0 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.0% +0.0% 1.0 2,212 -1,244 5
APLD funds › APPLIED DIGITAL CORP NEW 0.0% +0.0% 1.0 25,548 +25,548 1
TFII funds › TFI INTERNATIONAL INC TRIM 0.0% +0.0% 1.0 6,636 -365 3
FUTU funds › FUTU HLDGS LTD ADD 0.0% +0.0% 1.0 10,159 +6,746 3
MBIN funds › MERCHANTS BANCORP IND NEW 0.0% +0.0% 1.0 19,018 +19,018 1
MUSA funds › MURPHY USA INC NEW 0.0% +0.0% 1.0 1,763 +1,763 1
HAL funds › HALLIBURTON CO ADD 0.0% +0.0% 0.9 27,964 +15,772 5
CNS funds › COHEN & STEERS INC ADD 0.0% +0.0% 0.9 12,454 +4,181 2
OR funds › OR ROYALTIES INC. ADD 0.0% -0.0% 0.9 29,885 +8,134 3
AFG funds › AMERICAN FINANCIAL GROUP INC NEW 0.0% +0.0% 0.9 6,744 +6,744 1
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 0.9 11,128 -15,458 2
CUSIP:36246K103 funds › GABELLI HEALTHCARE & WELLNES HOLD 0.0% -0.0% 0.9 99,441 +0 5
SSB funds › SOUTHSTATE BK CORP ADD 0.0% +0.0% 0.9 9,396 +4,300 2
PAYC funds › PAYCOM SOFTWARE INC NEW 0.0% +0.0% 0.9 7,457 +7,457 1
JLL funds › JONES LANG LASALLE INC NEW 0.0% +0.0% 0.9 3,017 +3,017 1
CORZ funds › CORE SCIENTIFIC INC NEW TRIM 0.0% -0.0% 0.9 36,500 -23,500 5
BGC funds › BGC GROUP INC ADD 0.0% +0.0% 0.9 86,409 +54,535 4
ANIP funds › ANI PHARMACEUTICALS INC ADD 0.0% +0.0% 0.9 11,150 +1,485 3
RCI funds › ROGERS COMMUNICATIONS INC ADD 0.0% -0.0% 0.9 28,352 +3,941 5
TU funds › TELUS CORPORATION NEW 0.0% +0.0% 0.9 86,759 +86,759 1
BIPC funds › BROOKFIELD INFRASTRUCTURE CO NEW 0.0% +0.0% 0.9 23,790 +23,790 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.0% +0.0% 0.9 949 -93 4
PNFP funds › PINNACLE FINL PARTNERS INC NEW 0.0% +0.0% 0.9 9,075 +9,075 1
ED funds › CONSOLIDATED EDISON INC NEW 0.0% +0.0% 0.9 8,275 +8,275 1
XLY funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.9 7,653 -6,530 5
TPC funds › TUTOR PERINI CORP ADD 0.0% +0.0% 0.9 10,798 +2,923 4
BOOT funds › BOOT BARN HLDGS INC NEW 0.0% +0.0% 0.9 5,443 +5,443 1
CFR funds › CULLEN FROST BANKERS INC TRIM 0.0% -0.0% 0.9 5,760 -3,585 3
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.9 1,739 +107 3
VNET funds › VNET GROUP INC ADD 0.0% +0.0% 0.9 109,885 +50,052 2
GHC funds › GRAHAM HLDGS CO NEW 0.0% +0.0% 0.9 771 +771 1
VC funds › VISTEON CORP NEW 0.0% +0.0% 0.9 8,855 +8,855 1
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.9 15,232 -3,210 5
PLD funds › PROLOGIS INC. ADD 0.0% +0.0% 0.9 6,420 +3,144 2
ENSG funds › ENSIGN GROUP INC ADD 0.0% +0.0% 0.9 5,422 +2,609 2
CHWY funds › CHEWY INC ADD 0.0% +0.0% 0.9 43,950 +27,670 2
HUT funds › HUT 8 CORP NEW 0.0% +0.0% 0.9 7,476 +7,476 1
STZ funds › CONSTELLATION BRANDS INC NEW 0.0% +0.0% 0.9 6,166 +6,166 1
NMIH funds › NMI HLDGS INC ADD 0.0% +0.0% 0.9 20,858 +10,140 3
NJR funds › NEW JERSEY RES CORP ADD 0.0% -0.0% 0.9 15,195 +1,438 2
BG funds › BUNGE GLOBAL SA ADD 0.0% +0.0% 0.8 7,961 +6,346 5
XLC funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.8 7,905 +3,909 2
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.0% +0.0% 0.8 1,007 +1,007 1
ROAD funds › CONSTRUCTION PARTNERS INC ADD 0.0% +0.0% 0.8 7,109 +4,198 5
POR funds › PORTLAND GEN ELEC CO TRIM 0.0% -0.0% 0.8 16,177 -14,174 4
ECL funds › ECOLAB INC NEW 0.0% +0.0% 0.8 2,998 +2,998 1
BOX funds › BOX INC ADD 0.0% +0.0% 0.8 31,362 +22,517 5
FSK funds › FS KKR CAP CORP ADD 0.0% +0.0% 0.8 78,834 +13,019 5
PRVA funds › PRIVIA HEALTH GROUP INC TRIM 0.0% -0.0% 0.8 31,832 -6,464 5
DXCM funds › DEXCOM INC TRIM 0.0% -0.0% 0.8 12,147 -42,568 5
BXSL funds › BLACKSTONE SECD LENDING FD TRIM 0.0% -0.0% 0.8 34,443 -24,771 2
LBTYA funds › LIBERTY GLOBAL LTD NEW 0.0% +0.0% 0.8 71,821 +71,821 1
RXRX funds › RECURSION PHARMACEUTICALS IN ADD 0.0% +0.0% 0.8 222,378 +175,897 2
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.8 3,637 -5,507 5
IOSP funds › INNOSPEC INC TRIM 0.0% -0.0% 0.8 9,993 -5,764 4
OPLN funds › OPENLANE INC TRIM 0.0% +0.0% 0.8 19,680 -2,060 2
HCA funds › HCA HEALTHCARE INC ADD 0.0% +0.0% 0.8 2,079 +1,637 2
SFBS funds › SERVISFIRST BANCSHARES INC ADD 0.0% +0.0% 0.8 9,297 +1,087 3
MGEE funds › MGE ENERGY INC ADD 0.0% +0.0% 0.8 9,845 +5,741 3
WYNN funds › WYNN RESORTS LTD ADD 0.0% +0.0% 0.8 8,258 +3,549 2
JBHT funds › HUNT J B TRANS SVCS INC NEW 0.0% +0.0% 0.8 2,765 +2,765 1
CUSIP:497266106 funds › KIRBY CORP TRIM 0.0% -0.3% 0.8 5,881 -257,728 5
AAMI funds › ACADIAN ASSET MANAGEMENT INC NEW 0.0% +0.0% 0.8 11,165 +11,165 1
P funds › EVERPURE INC NEW 0.0% +0.0% 0.8 10,131 +10,131 1
CUSIP:30050BAJ0 funds › EVOLENT HEALTH INC HOLD 0.0% +0.0% 0.8 1,000,000 +0 2
ROG funds › ROGERS CORP NEW 0.0% +0.0% 0.8 4,843 +4,843 1
CVI funds › CVR ENERGY INC NEW 0.0% +0.0% 0.8 28,704 +28,704 1
EXPD funds › EXPEDITORS INTL WASH INC TRIM 0.0% -0.1% 0.8 4,844 -106,307 2
HIMX funds › HIMAX TECHNOLOGIES INC ADD 0.0% +0.0% 0.8 50,997 +40,508 2
HTGC funds › HERCULES CAPITAL INC NEW 0.0% +0.0% 0.8 49,417 +49,417 1
UTI funds › UNIVERSAL TECHNICAL INST INC NEW 0.0% +0.0% 0.8 18,199 +18,199 1
HLIO funds › HELIOS TECHNOLOGIES INC ADD 0.0% +0.0% 0.8 8,688 +5,166 2
REGN funds › REGENERON PHARMACEUTICALS NEW 0.0% +0.0% 0.8 1,240 +1,240 1
BC funds › BRUNSWICK CORP NEW 0.0% +0.0% 0.8 9,126 +9,126 1
DOO funds › BRP INC ADD 0.0% +0.0% 0.8 12,519 +6,068 3
DT funds › DYNATRACE INC TRIM 0.0% -0.0% 0.8 17,314 -12,482 3
ZION funds › ZIONS BANCORPORATION NATL AS NEW 0.0% +0.0% 0.8 10,968 +10,968 1
BYD funds › BOYD GAMING CORP ADD 0.0% +0.0% 0.8 8,563 +2,231 2
GNW funds › GENWORTH FINL INC ADD 0.0% +0.0% 0.8 79,365 +19,265 4
GGG funds › GRACO INC ADD 0.0% +0.0% 0.8 9,937 +3,319 3
MTG funds › MGIC INVT CORP WIS NEW 0.0% +0.0% 0.7 26,146 +26,146 1
AVPT funds › AVEPOINT INC ADD 0.0% +0.0% 0.7 65,305 +54,619 2
SHW funds › SHERWIN WILLIAMS CO NEW 0.0% +0.0% 0.7 2,125 +2,125 1
BTG funds › B2GOLD CORP NEW 0.0% +0.0% 0.7 195,469 +195,469 1
CF funds › CF INDUSTRIES HOLD NEW 0.0% +0.0% 0.7 6,666 +6,666 1
BATRK funds › ATLANTA BRAVES HLDGS INC TRIM 0.0% -0.0% 0.7 13,883 -2,860 2
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.0% -0.0% 0.7 1,448 -2,447 5
GDS funds › GDS HLDGS LTD ADD 0.0% +0.0% 0.7 23,862 +17,145 3

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 14,383 942 0.34 58% 0.046 0.593 in
2026Q1 12,119 856 0.36 58% 0.042 0.565 in
2025Q4 12,299 808 0.31 55% 0.044 0.566 in
2025Q3 11,429 1091 0.29 56% 0.044 0.629 in
2025Q2 11,719 837 0.24 61% 0.052 0.794 entered
2025Q1 10,854 535 0.00 61% 0.055 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