Fund Universe

Welch Group, LLC

CIK 0001443095 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.629
AUM ($M)
2,925
Positions
320
Turnover
0.07
Top-10 wt
31%
Herfindahl
0.021
History (qtrs)
6
Excess Return
+1.7%

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Holdings · 331 positions · portfolio value $2,925M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 3.7% +0.1% 107.9 372,791 -2,421 5
CSCO funds › CISCO SYS INC TRIM 3.6% +0.9% 106.5 906,782 -40,173 5
ABBV funds › ABBVIE INC ADD 3.2% +0.2% 93.5 371,366 +5,433 5
JPM funds › JPMORGAN CHASE & CO TRIM 3.1% +0.0% 90.6 276,835 -169 5
JNJ funds › JOHNSON & JOHNSON TRIM 3.1% -0.2% 90.5 356,484 -2,523 5
RTX funds › RTX CORPORATION TRIM 3.0% -0.4% 87.7 461,989 -1,356 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 2.9% +0.2% 84.8 301,425 +6,623 5
SFBS funds › SERVISFIRST BANCSHARES INC TRIM 2.8% +0.2% 83.3 959,733 -16,198 5
MSFT funds › MICROSOFT CORP ADD 2.8% -0.2% 82.0 219,788 +5,665 5
QCOM funds › QUALCOMM INC TRIM 2.6% +0.6% 76.3 413,112 -4,484 5
TXN funds › TEXAS INSTRS INC TRIM 2.6% +0.7% 76.2 255,512 -11,780 5
SO funds › SOUTHERN CO ADD 2.6% -0.3% 75.4 787,841 +5,050 5
NEE funds › NEXTERA ENERGY INC ADD 2.6% -0.4% 75.3 858,202 +5,268 5
CINF funds › CINCINNATI FINL CORP TRIM 2.5% +0.2% 73.3 396,011 -480 5
CVX funds › CHEVRON CORPORATION ADD 2.4% -0.9% 71.6 432,091 +1,779 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 2.4% -0.9% 71.1 519,749 -4,634 5
HD funds › HOME DEPOT INC ADD 2.4% +0.1% 70.7 200,409 +9,891 5
EMR funds › EMERSON ELEC CO ADD 2.3% -0.0% 66.8 466,315 +33 5
TFC funds › TRUIST FINL CORP ADD 2.3% -0.0% 66.7 1,339,362 +10,199 5
LMT funds › LOCKHEED MARTIN CORP ADD 2.3% -0.6% 66.4 130,241 +3,585 5
MCD funds › MCDONALDS CORP ADD 2.1% -0.4% 60.8 224,805 +9,731 5
AJG funds › GALLAGHER ARTHUR J & CO ADD 2.1% -0.0% 60.2 262,241 +9,229 5
ED funds › CONSOLIDATED EDISON INC ADD 2.0% -0.2% 59.0 533,029 +3,933 5
CL funds › COLGATE PALMOLIVE CO ADD 2.0% -0.0% 58.1 634,264 +7,436 5
PG funds › PROCTER & GAMBLE CO ADD 1.9% -0.1% 55.6 379,476 +9,122 5
PFE funds › PFIZER INC ADD 1.8% -0.5% 52.8 2,194,625 +46,534 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 1.8% -0.1% 52.6 384,533 +8,081 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 1.7% -0.5% 50.9 1,201,159 -2,701 5
KMB funds › KIMBERLY-CLARK CORP ADD 1.7% +0.1% 50.7 461,771 +14,717 5
PAYX funds › PAYCHEX INC ADD 1.7% +0.0% 49.5 503,577 +19,129 5
PEP funds › PEPSICO INC ADD 1.6% -0.4% 46.9 346,274 +6,295 5
CAT funds › CATERPILLAR INC TRIM 1.4% +0.3% 40.6 38,163 -945 5
NVDA funds › NVIDIA CORPORATION TRIM 1.2% +0.0% 34.8 174,029 -2,646 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 1.1% +0.6% 33.1 57,015 -9,936 5
MU funds › MICRON TECHNOLOGY INC TRIM 1.1% +0.6% 32.2 27,937 -8,020 5
PYLD funds › PIMCO ETF TR ADD 0.8% +0.1% 24.2 913,614 +154,736 3 -20.6%
KO funds › COCA COLA CO ADD 0.8% -0.0% 22.8 279,984 +6,299 5
GOOGL funds › ALPHABET INC TRIM 0.8% +0.1% 22.5 63,087 -562 5
LLY funds › ELI LILLY & CO ADD 0.6% +0.4% 18.1 15,064 +7,415 5
DE funds › DEERE & CO ADD 0.6% +0.0% 17.8 28,119 +1,058 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.6% +0.3% 17.6 51,532 +1,691 4 +95.5%
AMAT funds › APPLIED MATLS INC ADD 0.6% +0.3% 17.4 24,074 +2,193 5
AMZN funds › AMAZON COM INC ADD 0.6% +0.0% 16.6 69,670 +2,206 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.6% +0.1% 16.5 16,363 +357 5
V funds › VISA INC ADD 0.5% +0.1% 15.1 44,021 +3,023 5
IVV funds › ISHARES TR TRIM 0.5% +0.0% 13.7 18,233 -19 5
AVGO funds › BROADCOM INC ADD 0.5% +0.1% 13.2 35,018 +1,384 5
TJX funds › TJX COS INC NEW ADD 0.4% -0.0% 12.1 80,148 +4,891 5
ORCL funds › ORACLE CORP ADD 0.4% -0.0% 11.6 79,270 +4,653 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.4% +0.1% 11.3 153,645 +10,466 5
META funds › META PLATFORMS INC ADD 0.4% +0.0% 11.0 19,595 +2,188 5
TGT funds › TARGET CORP ADD 0.4% +0.0% 10.9 83,809 +4,169 5
MA funds › MASTERCARD INCORPORATED ADD 0.4% +0.0% 10.7 20,831 +2,526 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.4% +0.0% 10.7 30,991 +4,089 5
BX funds › BLACKSTONE INC ADD 0.4% +0.0% 10.3 87,644 +6,871 5
SYK funds › STRYKER CORPORATION ADD 0.3% +0.0% 10.1 32,214 +5,366 5
GL funds › GLOBE LIFE INC TRIM 0.3% +0.0% 8.2 45,966 -495 5
VMC funds › VULCAN MATLS CO TRIM 0.3% -0.0% 8.1 27,465 -27 5
TSLA funds › TESLA INC TRIM 0.2% +0.0% 6.9 16,486 -235 5
AXP funds › AMERICAN EXPRESS CO HOLD 0.2% +0.0% 6.4 18,908 +0 5
VOO funds › VANGUARD INDEX FDS TRIM 0.2% +0.0% 5.8 8,492 -283 5
WMT funds › WALMART INC ADD 0.2% -0.0% 5.7 50,675 +786 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.2% +0.1% 5.5 7,346 +2,049 5
MRK funds › MERCK & CO INC ADD 0.2% -0.0% 4.8 37,231 +448 5
GOOG funds › ALPHABET INC ADD 0.2% +0.0% 4.8 13,515 +404 5
NSC funds › NORFOLK SOUTHN CORP ADD 0.2% +0.0% 4.6 14,552 +49 5
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.2% +0.0% 4.5 150,270 +35 5
GLDM funds › WORLD GOLD TR ADD 0.2% -0.0% 4.5 56,867 +7,346 4 +9.0%
AFL funds › AFLAC INC TRIM Common Stock 0.2% -0.0% 4.5 38,442 -6,894 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 3.9 21,747 +281 5
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.0% 3.8 65,275 -1,060 5
MOD funds › MODINE MFG CO HOLD 0.1% +0.0% 3.5 13,000 +0 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 3.3 4,432 +6 5
GLD funds › SPDR GOLD TR TRIM 0.1% -0.0% 3.2 8,625 -445 5
MO funds › ALTRIA GROUP INC ADD 0.1% -0.0% 3.0 42,273 +32 5
PNFP funds › PINNACLE FINL PARTNERS INC TRIM 0.1% -0.0% 2.7 26,853 -4,849 2 -2.8%
CUSIP:624756102 funds › MUELLER INDS INC HOLD 0.1% +0.0% 2.7 22,000 +0 5
CR funds › CRANE COMPANY HOLD 0.1% +0.0% 2.5 11,000 +0 5
BNY funds › BANK OF NY MELLON CORP HOLD 0.1% +0.0% 2.4 16,936 +0 5
WELL funds › WELLTOWER INC HOLD 0.1% +0.0% 2.4 10,731 +0 5
SHY funds › ISHARES TR TRIM 0.1% -0.0% 2.4 28,930 -533 5
WTS funds › WATTS WATER TECHNOLOGIES INC HOLD 0.1% +0.0% 2.1 5,400 +0 5
WFC funds › WELLS FARGO & CO ADD 0.1% -0.0% 2.0 24,719 +716 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 2.0 2,114 +85 5
WM funds › WASTE MGMT INC DEL ADD 0.1% -0.0% 1.8 8,233 +17 5
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 1.8 31,739 +1,228 5
T funds › AT&T INC TRIM 0.1% -0.0% 1.8 86,504 -273 5
SMH funds › VANECK ETF TRUST ADD 0.1% +0.0% 1.8 2,722 +3 5
RSG funds › REPUBLIC SVCS INC ADD 0.1% -0.0% 1.7 8,141 +18 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.7 4,621 +26 5
AON funds › AON PLC HOLD 0.1% -0.0% 1.7 5,148 +0 5
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA HOLD 0.1% +0.0% 1.7 67,195 +0 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.1% -0.0% 1.7 13,082 +275 5
GPC funds › GENUINE PARTS CO ADD 0.1% +0.0% 1.6 13,557 +1 5
INTC funds › INTEL CORP TRIM 0.1% +0.0% 1.6 11,284 -3,232 5
GGG funds › GRACO INC HOLD 0.1% -0.0% 1.6 20,653 +0 5
NPO funds › ENPRO INC HOLD 0.1% +0.0% 1.5 4,000 +0 5
IEI funds › ISHARES TR ADD 0.1% -0.0% 1.5 12,500 +115 4 -20.3%
VONE funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% +0.0% 1.4 4,222 +0 5
TXT funds › TEXTRON INC HOLD 0.0% -0.0% 1.4 15,400 +0 5
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 1.4 2,770 +0 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.3% 1.4 15,522 -73,469 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 1.4 7,192 +422 5
RY funds › ROYAL BK CDA ADD 0.0% +0.0% 1.3 6,475 +39 5
GATX funds › GATX CORP ADD 0.0% -0.0% 1.3 7,545 +33 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 1.3 11,441 +439 5
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 1.3 3,116 +297 5
OKE funds › ONEOK INC NEW ADD 0.0% -0.0% 1.3 14,913 +54 5
STT funds › STATE STR CORP HOLD 0.0% +0.0% 1.3 7,635 +0 5
GLW funds › CORNING INC HOLD 0.0% +0.0% 1.3 5,051 +0 2 +33.4%
URI funds › UNITED RENTALS INC HOLD 0.0% +0.0% 1.3 1,129 +0 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.0% -0.0% 1.3 13,678 +336 5
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 1.2 11,538 +0 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 1.2 7,526 +571 5
BATRA funds › ATLANTA BRAVES HLDGS INC ADD 0.0% +0.0% 1.2 20,984 +8 5
SLV funds › ISHARES SILVER TR TRIM 0.0% -0.0% 1.2 21,562 -229 5
NVS funds › NOVARTIS AG TRIM 0.0% -0.0% 1.1 7,262 -2,204 5
VXUS funds › VANGUARD STAR FDS HOLD 0.0% +0.0% 1.1 13,239 +0 4 +4.3%
NEM funds › NEWMONT CORP TRIM 0.0% -0.0% 1.1 12,064 -16 5
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 1.1 12,827 +10,670 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 1.1 2,536 +404 4 +215.2%
GE funds › GE AEROSPACE TRIM 0.0% +0.0% 1.1 2,938 -201 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% -0.0% 1.1 18,983 +2 5
CB funds › CHUBB LIMITED HOLD 0.0% -0.0% 1.1 3,204 +0 5
ACA funds › ARCOSA INC HOLD 0.0% +0.0% 1.1 7,500 +0 5
BIL funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 1.1 11,877 +0 5
BLK funds › BLACKROCK INC HOLD 0.0% -0.0% 1.1 1,104 +0 5
FANG funds › DIAMONDBACK ENERGY INC ADD 0.0% -0.0% 1.0 5,578 +1 5
MSGS funds › MADISON SQUARE GRDN SPRT COR HOLD 0.0% +0.0% 1.0 2,439 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.0% +0.0% 1.0 4,070 +1,002 5
IWM funds › ISHARES TR TRIM 0.0% +0.0% 0.9 3,077 -84 5
XYL funds › XYLEM INC HOLD 0.0% -0.0% 0.9 7,802 +0 5
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 0.9 778 -23 5 +82.7%
UCB funds › UNITED CMNTY BKS BLAIRSVLE G HOLD 0.0% +0.0% 0.9 26,047 +0 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.9 7,384 +6,462 5
BA funds › BOEING CO ADD 0.0% -0.0% 0.9 4,047 +10 5
YUM funds › YUM BRANDS INC ADD 0.0% -0.0% 0.9 5,458 +1 5
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.9 8,957 -718 5
IEX funds › IDEX CORP HOLD 0.0% +0.0% 0.8 3,707 +0 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.8 3,786 +3,786 1 -104.9%
DVY funds › ISHARES TR ADD 0.0% +0.0% 0.8 5,332 +665 5
HRI funds › HERC HLDGS INC HOLD 0.0% +0.0% 0.8 5,800 +0 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.0% -0.0% 0.8 2,295 +0 5
UTG funds › REAVES UTIL INCOME FD HOLD 0.0% -0.0% 0.8 19,729 +0 5
PTLC funds › PACER FDS TR HOLD 0.0% +0.0% 0.8 13,613 +0 5
NFLX funds › NETFLIX INC. ADD 0.0% -0.0% 0.8 10,996 +52 5
NFG funds › NATIONAL FUEL GAS CO HOLD 0.0% -0.0% 0.8 10,108 +0 5
IVW funds › ISHARES TR TRIM 0.0% +0.0% 0.8 5,668 -189 5
VO funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.8 9,454 +6,985 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.8 13,167 +1,074 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% -0.0% 0.7 1 +0 2
PNC funds › PNC FINL SVCS GROUP INC HOLD 0.0% +0.0% 0.7 3,015 +0 5
FLS funds › FLOWSERVE CORP HOLD 0.0% -0.0% 0.7 9,850 +0 5
ETR funds › ENTERGY CORP NEW HOLD 0.0% -0.0% 0.7 6,303 +0 5
SPG funds › SIMON PPTY GROUP INC NEW ADD 0.0% +0.0% 0.7 3,215 +95 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.0% 0.7 21,803 -1,000 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.7 12,951 +14 5
D funds › DOMINION ENERGY INC ADD 0.0% +0.0% 0.7 9,909 +419 5
RHP funds › RYMAN HOSPITALITY PPTYS INC HOLD 0.0% +0.0% 0.7 5,250 +0 5
ET funds › ENERGY TRANSFER L P ADD 0.0% -0.0% 0.7 34,263 +440 5
CNH funds › CNH INDL N V HOLD 0.0% -0.0% 0.7 58,118 +0 5
CUSIP:920253101 funds › VALMONT INDS INC ADD 0.0% +0.0% 0.6 1,110 +10 5
IRM funds › IRON MTN INC DEL HOLD 0.0% +0.0% 0.6 5,069 +0 5
CAH funds › CARDINAL HEALTH INC HOLD 0.0% +0.0% 0.6 2,693 +0 5
FNDX funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.6 19,536 +0 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.6 10,178 -49 5 -2.2%
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 0.0% +0.0% 0.6 8,513 +0 4 +6.6%
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.6 4,699 +515 5
MLM funds › MARTIN MARIETTA MATLS INC TRIM 0.0% -0.0% 0.6 999 -16 5
UNP funds › UNION PAC CORP ADD 0.0% +0.0% 0.6 2,084 +16 5
NUE funds › NUCOR CORP TRIM 0.0% +0.0% 0.6 2,511 -26 5
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 0.6 2,164 -100 5
IDA funds › IDACORP INC HOLD 0.0% -0.0% 0.6 3,656 +0 5
NTRS funds › NORTHERN TR CORP HOLD 0.0% +0.0% 0.5 3,153 +0 5
AZZ funds › AZZ INC HOLD 0.0% +0.0% 0.5 3,500 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.0% -0.0% 0.5 1,070 +0 4 -1.3%
DXJ funds › WISDOMTREE TR ADD 0.0% +0.0% 0.5 3,058 +467 5 +25.1%
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.5 1,780 +1,780 1 +186.9%
REGN funds › REGENERON PHARMACEUTICALS HOLD 0.0% -0.0% 0.5 849 +0 4 +17.3%
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.5 3,118 -219 5
XLP funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.5 6,280 -713 3 -4.5%
SCHK funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.5 14,431 +51 5
SONY funds › SONY GROUP CORP HOLD 0.0% -0.0% 0.5 25,156 +0 5
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% +0.0% 0.5 9,285 -71 5
TER funds › TERADYNE INC HOLD 0.0% +0.0% 0.5 1,033 +0 2 +59.6%
TRV funds › TRAVELERS COMPANIES INC ADD 0.0% +0.0% 0.5 1,511 +44 4 +19.8%
USMV funds › ISHARES TR HOLD 0.0% -0.0% 0.5 5,104 +0 3 -11.9%
FE funds › FIRSTENERGY CORP ADD 0.0% -0.0% 0.5 10,261 +52 5
GFF funds › GRIFFON CORP HOLD 0.0% +0.0% 0.5 5,000 +0 5
MS funds › MORGAN STANLEY HOLD 0.0% +0.0% 0.5 2,321 +0 5
COF funds › CAPITAL ONE FINL CORP HOLD 0.0% +0.0% 0.5 2,412 +0 5
PBT funds › PERMIAN BASIN RTY TR HOLD 0.0% +0.0% 0.5 19,298 +0 5
ZBH funds › ZIMMER BIOMET HOLDINGS INC HOLD 0.0% -0.0% 0.5 5,550 +0 5
CRGY funds › CRESCENT ENERGY COMPANY HOLD 0.0% -0.0% 0.5 48,396 +0 5
ITT funds › ITT INC HOLD 0.0% -0.0% 0.5 2,402 +0 5
EFA funds › ISHARES TR ADD 0.0% -0.0% 0.5 4,500 +37 3 +2.7%
RNR funds › RENAISSANCERE HLDGS LTD HOLD 0.0% -0.0% 0.5 1,450 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.0% +0.0% 0.5 600 +1 5 +47.4%
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.0% -0.0% 0.5 12,242 +0 5
SXT funds › SENSIENT TECHNOLOGIES CORP HOLD 0.0% +0.0% 0.4 3,600 +0 5
TSPA funds › T ROWE PRICE EXCHANGE-TRADED HOLD 0.0% +0.0% 0.4 9,238 +0 5 -0.7%
ES funds › EVERSOURCE ENERGY HOLD 0.0% -0.0% 0.4 6,023 +0 5
AMGN funds › AMGEN INC HOLD 0.0% -0.0% 0.4 1,183 +0 5
XLC funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.4 3,995 +3 5
MGV funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.4 2,616 -197 5
IJH funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,543 -363 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 1,948 +612 5
IDV funds › ISHARES TR HOLD 0.0% -0.0% 0.4 9,906 +0 3 +8.2%
HAL funds › HALLIBURTON CO ADD 0.0% -0.0% 0.4 11,943 +2 5
XEL funds › XCEL ENERGY INC HOLD 0.0% -0.0% 0.4 4,989 +0 5
AD funds › ARRAY DIGITAL INFRASTRUCTURE HOLD 0.0% -0.0% 0.4 11,000 +0 5
TRN funds › TRINITY INDS INC HOLD 0.0% -0.0% 0.4 11,500 +0 5
NDAQ funds › NASDAQ INC HOLD 0.0% -0.0% 0.4 5,029 +0 5
MMM funds › 3M CO ADD 0.0% +0.0% 0.4 2,436 +1 5 -7.9%
MUB funds › ISHARES TR HOLD 0.0% -0.0% 0.4 3,629 +0 3 -22.8%
GPN funds › GLOBAL PMTS INC TRIM 0.0% -0.0% 0.4 5,307 -528 5
CDNS funds › CADENCE DESIGN SYSTEM INC HOLD 0.0% +0.0% 0.4 1,013 +0 5 -24.5%
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.4 1,695 -232 5
FBK funds › FB FINL CORP ADD 0.0% +0.0% 0.4 6,814 +687 4 +2.5%
APD funds › AIR PRODUCTS AND CHEMICALS I HOLD 0.0% -0.0% 0.4 1,281 +0 5
TECK funds › TECK RESOURCES LTD HOLD 0.0% +0.0% 0.4 6,266 +0 5
KRYS funds › KRYSTAL BIOTECH INC HOLD 0.0% +0.0% 0.4 1,000 +0 2 +2.7%
ROST funds › ROSS STORES INC HOLD 0.0% -0.0% 0.4 1,739 +0 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.0% -0.0% 0.4 1,488 +1 5 -27.3%
ALL funds › ALLSTATE CORP HOLD 0.0% +0.0% 0.4 1,539 +0 5
MGK funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.4 4,075 +3,306 5
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 3,487 +32 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.3 2,021 +2,021 1 -90.9%
LOW funds › LOWES COS INC ADD 0.0% -0.0% 0.3 1,554 +141 5
OEF funds › ISHARES TR HOLD 0.0% +0.0% 0.3 920 +0 5
SPHR funds › SPHERE ENTERTAINMENT CO HOLD 0.0% +0.0% 0.3 1,933 +0 2 +87.2%
IHI funds › ISHARES TR ADD 0.0% -0.0% 0.3 6,757 +127 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.0% +0.0% 0.3 676 -29 2 +8.1%
VDE funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.3 2,141 +0 5
IJR funds › ISHARES TR TRIM 0.0% -0.0% 0.3 2,152 -230 5 +6.4%
DEO funds › DIAGEO PLC TRIM 0.0% -0.0% 0.3 3,934 -2,000 5
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 0.3 4,068 -47 5
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 0.3 6,694 -90 5
LHX funds › L3HARRIS TECHNOLOGIES INC HOLD 0.0% -0.0% 0.3 1,068 +0 5 -2.3%
CHE funds › CHEMED CORP NEW HOLD 0.0% +0.0% 0.3 660 +0 5
SMBK funds › SMARTFINANCIAL INC HOLD 0.0% +0.0% 0.3 6,499 +0 5
LIN funds › LINDE PLC HOLD 0.0% -0.0% 0.3 583 +0 4 -20.2%
POST funds › POST HLDGS INC HOLD 0.0% -0.0% 0.3 3,400 +0 5
BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% +0.0% 0.3 2,217 -10 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 9,258 +2,534 2 -6.1% re-entry
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.0% -0.0% 0.3 1,884 -8 5
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.3 144 +144 1 +131.6%
OBDC funds › BLUE OWL CAPITAL CORPORATION ADD 0.0% -0.0% 0.3 26,159 +813 5
CXT funds › CRANE NXT CO HOLD 0.0% +0.0% 0.3 5,500 +0 5
IWR funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,524 +66 5 -3.0%
ADBE funds › ADOBE INC ADD 0.0% +0.0% 0.3 1,355 +352 2 -28.7% re-entry
IAU funds › ISHARES GOLD TR ADD 0.0% -0.0% 0.3 3,679 +4 3 -13.4%
AEE funds › AMEREN CORP HOLD 0.0% -0.0% 0.3 2,450 +0 5
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.3 2,952 +2,952 1 +150.0% re-entry
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.3 9,378 +0 5
TUA funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.0% -0.0% 0.3 13,482 +724 2 -42.8%
VOT funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.3 893 +0 5
HWC funds › HANCOCK WHITNEY CORPORATION HOLD 0.0% +0.0% 0.3 3,643 +0 5 +10.1%
CMCSA funds › COMCAST CORP NEW HOLD 0.0% -0.0% 0.3 11,062 +0 5
LNT funds › ALLIANT ENERGY CORP HOLD 0.0% -0.0% 0.3 3,552 +0 4 -9.4%
GDX funds › VANECK ETF TRUST ADD 0.0% -0.0% 0.3 3,585 +283 5 +46.0%
PPG funds › PPG INDS INC HOLD 0.0% +0.0% 0.3 2,181 +0 5
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.3 1,662 +2 5 +1.3%
VB funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.3 860 +0 5 +1.1%
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.3 4,615 +150 5
IWF funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,091 +1,548 2 -6.0%
ACIC funds › AMERICAN COASTAL INS CORP HOLD 0.0% -0.0% 0.3 23,288 +0 5
C funds › CITIGROUP INC ADD 0.0% +0.0% 0.3 1,834 +1 3 +39.3%
FBIN funds › FORTUNE BRANDS INNOVATIONS I NEW 0.0% +0.0% 0.3 4,621 +4,621 1 +316.3% re-entry
CTVA funds › CORTEVA INC HOLD 0.0% -0.0% 0.3 2,970 +0 2 -27.5% re-entry
VFH funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.3 1,903 -38 5
CSX funds › CSX CORP NEW 0.0% +0.0% 0.2 5,226 +5,226 1 +18.2%
DG funds › DOLLAR GEN CORP HOLD 0.0% -0.0% 0.2 2,118 +0 5 +2.0%
FDX funds › FEDEX CORP ADD 0.0% -0.0% 0.2 777 +49 3 +62.6%
JEPQ funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% +0.0% 0.2 3,950 +0 5
HUBB funds › HUBBELL INC HOLD 0.0% -0.0% 0.2 464 +0 4 -1.0%
USB funds › US BANCORP TRIM 0.0% -0.0% 0.2 4,007 -360 4 +26.2%
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.2 3,967 -1,999 3 -30.5%
MPT funds › MEDICAL PROPERTIES TRUST INC ADD 0.0% -0.0% 0.2 51,619 +2,397 5
CASY funds › CASEYS GEN STORES INC HOLD 0.0% -0.0% 0.2 300 +0 2 +34.8%
HBAN funds › HUNTINGTON BANCSHARES INC ADD 0.0% +0.0% 0.2 13,294 +2 2 -22.1%
ADM funds › ARCHER DANIELS MIDLAND CO HOLD 0.0% -0.0% 0.2 3,076 +0 2 +9.1%
CLX funds › CLOROX CO DEL TRIM 0.0% -0.0% 0.2 2,421 -243 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% -0.0% 0.2 845 +15 4 -6.7%
PCAR funds › PACCAR INC HOLD 0.0% -0.0% 0.2 1,896 +0 5
MGM funds › MGM RESORTS INTERNATIONAL NEW 0.0% +0.0% 0.2 4,750 +4,750 1 +80.9%
VVV funds › VALVOLINE INC NEW 0.0% +0.0% 0.2 5,736 +5,736 1 -11.9% re-entry
EVRG funds › EVERGY INC HOLD 0.0% -0.0% 0.2 2,601 +0 2 -21.4%
SHOP funds › SHOPIFY INC HOLD 0.0% -0.0% 0.2 1,957 +0 3 -10.4%
IP funds › INTERNATIONAL PAPER CO HOLD 0.0% -0.0% 0.2 5,804 +0 5
JAZZ funds › JAZZ PHARMACEUTICALS PLC NEW 0.0% +0.0% 0.2 903 +903 1 +6.7%
UFOX funds › ETF SER SOLUTIONS NEW 0.0% +0.0% 0.2 2,280 +2,280 1 -44.1%
AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD 0.0% -0.0% 0.2 4,018 +0 3 -30.4%
HALO funds › HALOZYME THERAPEUTICS INC NEW 0.0% +0.0% 0.2 2,700 +2,700 1 +360.8%
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.2 1,300 +1,300 1 -35.2%
FSLR funds › FIRST SOLAR INC NEW 0.0% +0.0% 0.2 891 +891 1 -37.9% re-entry
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.2 690 +690 1 +60.8%
IR funds › INGERSOLL RAND INC HOLD 0.0% -0.0% 0.2 2,517 +0 2 -60.9% re-entry
TLN funds › TALEN ENERGY CORP NEW 0.0% +0.0% 0.2 530 +530 1 +35.1% re-entry
MCK funds › MCKESSON CORP HOLD 0.0% -0.0% 0.2 269 +0 3 -21.9%
CVS funds › CVS HEALTH CORP NEW 0.0% +0.0% 0.2 1,956 +1,956 1 -16.4%
TFIN funds › TRIUMPH FINANCIAL INC NEW 0.0% +0.0% 0.2 2,644 +2,644 1 +117.1%
MCHP funds › MICROCHIP TECHNOLOGY INC. NEW 0.0% +0.0% 0.2 2,209 +2,209 1 -71.4% re-entry
SSB funds › SOUTHSTATE BK CORP NEW 0.0% +0.0% 0.2 2,007 +2,007 1 +95.8%
RIVN funds › RIVIAN AUTOMOTIVE INC HOLD 0.0% +0.0% 0.2 11,076 +0 5
PSLV funds › SPROTT ASSET MANAGEMENT LP ADD 0.0% -0.0% 0.2 10,173 +180 3 +14.3%
KEEL funds › KEEL INFRASTRUCTURE CORP NEW 0.0% +0.0% 0.2 32,740 +32,740 1 -75.8%
CRT funds › CROSS TIMBERS RTY TR ADD 0.0% -0.0% 0.2 16,652 +1,800 2 -69.9%
PGEN funds › PRECIGEN INC NEW 0.0% +0.0% 0.1 25,000 +25,000 1 +412.0%
ABEV funds › AMBEV SA HOLD 0.0% -0.0% 0.1 45,191 +0 5
ZDGE funds › ZEDGE INC HOLD 0.0% -0.0% 0.1 45,671 +0 5
SJT funds › SAN JUAN BASIN RTY TR ADD 0.0% -0.0% 0.1 35,508 +5,500 5
AGNC funds › AGNC INVT CORP ADD REIT 0.0% +0.0% 0.1 10,412 +348 2
MARPS funds › MARINE PETE TR ADD 0.0% -0.0% 0.1 19,956 +4,000 2 -7.6%
MTR funds › MESA RTY TR ADD 0.0% -0.0% 0.1 22,570 +6,200 5
DDD funds › 3D SYS CORP DEL NEW 0.0% +0.0% 0.1 20,000 +20,000 1 +183.4%
UROY funds › URANIUM RTY CORP ADD 0.0% +0.0% 0.1 21,310 +7,200 5
GTN funds › GRAY MEDIA INC HOLD 0.0% -0.0% 0.0 12,369 +0 5
WWR funds › WESTWATER RES INC ADD 0.0% -0.0% 0.0 30,479 +7,525 5
CTM funds › CASTELLUM INC HOLD 0.0% +0.0% 0.0 10,000 +0 3 -73.3%
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -7,579 0
CUSIP:09173B107 funds › BITFARMS LTD EXIT 0.0% -0.0% 0.0 0 -32,740 0
CUSIP:74267C106 funds › PROASSURANCE CORP EXIT 0.0% -0.0% 0.0 0 -14,619 0
KSCP funds › KNIGHTSCOPE INC EXIT 0.0% -0.0% 0.0 0 -20,000 0 -110.0%
FCX funds › FREEPORT MCMORAN INC EXIT 0.0% -0.0% 0.0 0 -3,651 0 -42.1%
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.0% 0.0 0 -4,287 0
ISRG funds › INTUITIVE SURGICAL INC EXIT 0.0% -0.0% 0.0 0 -519 0
VXF funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -1,365 0
KGC funds › KINROSS GOLD CORP EXIT 0.0% -0.0% 0.0 0 -8,499 0 +6.5%
CRM funds › SALESFORCE INC EXIT 0.0% -0.0% 0.0 0 -1,251 0
MWA funds › MUELLER WTR PRODS INC EXIT 0.0% -0.0% 0.0 0 -7,511 0 -86.0%

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 2,925 320 0.07 31% 0.021 0.625 in
2026Q1 2,661 308 0.07 32% 0.022 0.638 in
2025Q4 2,593 307 0.06 33% 0.022 0.611 in
2025Q3 2,561 298 0.04 33% 0.023 0.661 in
2025Q2 2,392 280 0.05 33% 0.023 0.663 entered
2025Q1 2,274 266 0.00 32% 0.023 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