Fund Universe

YHB Investment Advisors, Inc.

CIK 0001469219 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.510
AUM ($M)
1,561
Positions
314
Turnover
0.08
Top-10 wt
31%
Herfindahl
0.016
History (qtrs)
6
Excess Return
-4.1%

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Holdings · 327 positions · portfolio value $1,561M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC ADD 6.1% +0.2% 95.7 330,559 +5,102 5
GOOGL funds › ALPHABET INC TRIM 3.3% +0.2% 51.4 143,740 -7,931 5
MSFT funds › MICROSOFT CORP TRIM 3.1% -0.9% 47.7 127,919 -20,527 5
IJH funds › ISHARES TR ADD 3.0% +0.2% 46.6 604,397 +34,885 5
AMZN funds › AMAZON COM INC TRIM 2.9% -0.4% 44.7 187,755 -28,396 5
NVDA funds › NVIDIA CORPORATION ADD 2.8% +0.2% 43.9 219,225 +7,513 5
GOOG funds › ALPHABET INC TRIM 2.8% -0.0% 43.4 122,759 -12,953 5
LRCX funds › LAM RESEARCH CORP TRIM 2.7% +1.1% 41.9 96,662 -5,683 3 +177.2% re-entry
COST funds › COSTCO WHOLESALE CORPORATION ADD 2.5% -0.4% 39.4 42,112 +497 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 1.9% -0.6% 29.9 59,803 -13,960 5
V funds › VISA INC ADD 1.8% +0.1% 28.3 82,599 +1,961 5
APH funds › AMPHENOL CORP ADD 1.6% +0.3% 24.9 141,366 +726 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 1.6% -0.1% 24.6 48,988 +1,182 5
IVV funds › ISHARES TR ADD 1.5% +0.4% 23.1 30,863 +7,994 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 1.5% +0.4% 22.8 47,776 +2,526 5
URI funds › UNITED RENTALS INC TRIM 1.4% +0.4% 22.0 19,420 -193 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.4% +0.0% 21.8 29,237 -225 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 1.3% -0.3% 20.8 411,749 -32,346 5
IJR funds › ISHARES TR TRIM 1.3% +0.1% 20.2 136,354 -330 5
SMLF funds › ISHARES TR ADD 1.3% +0.2% 19.8 222,217 +32,382 4 +7.8%
ECL funds › ECOLAB INC ADD 1.3% -0.1% 19.5 70,154 +1,498 5
JPM funds › JPMORGAN CHASE & CO ADD 1.2% +0.1% 18.3 55,809 +3,426 5
DHR funds › DANAHER CORP DEL ADD 1.1% -0.1% 17.4 91,504 +3,075 5
PANW funds › PALO ALTO NETWORKS INC ADD 1.1% +0.5% 17.1 50,219 +2,605 5
IWB funds › ISHARES TR TRIM 1.1% +0.0% 16.6 40,621 -4 5
AMGN funds › AMGEN INC TRIM 1.1% -0.1% 16.6 45,813 -23 5
SYK funds › STRYKER CORPORATION ADD 1.0% -0.1% 15.7 49,754 +1,875 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 1.0% +0.0% 15.0 443,638 -16,193 5
IVW funds › ISHARES TR ADD 1.0% +0.1% 14.9 108,453 +97 5
IEFA funds › ISHARES TR TRIM 0.9% -0.1% 14.8 153,211 -896 5
HD funds › HOME DEPOT INC ADD 0.9% -0.0% 14.7 41,743 +444 5
TJX funds › TJX COS INC NEW TRIM 0.8% -0.1% 12.3 81,421 -111 5
WMT funds › WALMART INC ADD 0.8% -0.1% 12.2 107,297 +8,168 5
EQWL funds › INVESCO EXCHANGE TRADED FD T ADD 0.7% +0.1% 11.6 90,021 +11,495 4 +0.6%
LLY funds › ELI LILLY & CO ADD 0.7% +0.2% 11.4 9,488 +972 5
EAGL funds › 2023 ETF SERIES TRUST ADD 0.7% +0.0% 11.2 347,395 +28,877 5
CMI funds › CUMMINS INC TRIM 0.7% +0.1% 11.1 15,590 -398 5
WWD funds › WOODWARD INC TRIM 0.7% -0.0% 10.8 25,480 -2,330 5
FTNT funds › FORTINET INC TRIM 0.7% +0.3% 10.5 68,606 -128 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.7% -0.0% 10.2 320,655 +8,457 5
IEMG funds › ISHARES INC ADD 0.7% +0.0% 10.2 122,535 +2,506 5
UNP funds › UNION PAC CORP ADD 0.6% +0.0% 10.1 36,951 +1,674 5
ETN funds › EATON CORP PLC ADD 0.6% +0.1% 10.0 23,468 +1,658 5
NEE funds › NEXTERA ENERGY INC ADD 0.6% -0.1% 9.7 110,729 +5,734 5
ABBV funds › ABBVIE INC ADD 0.6% +0.0% 9.4 37,440 +489 5
RTX funds › RTX CORPORATION TRIM 0.6% -0.1% 9.3 48,845 -9 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.6% -0.2% 9.2 23,162 +751 5
ORCL funds › ORACLE CORP TRIM 0.6% -0.1% 9.2 62,632 -1,684 5
SPDW funds › SPDR INDEX SHS FDS ADD 0.6% +0.0% 9.1 181,509 +2,778 5
JMST funds › J P MORGAN EXCHANGE TRADED F ADD 0.5% +0.1% 8.4 165,574 +41,202 5
SPYG funds › SPDR SERIES TRUST ADD 0.5% +0.2% 8.3 69,844 +24,383 5
MINT funds › PIMCO ETF TR ADD 0.5% -0.0% 8.3 82,205 +3,608 5
META funds › META PLATFORMS INC ADD 0.5% -0.1% 8.2 14,567 +386 5
IVE funds › ISHARES TR ADD 0.5% -0.0% 8.2 36,017 +138 5
GE funds › GE AEROSPACE TRIM 0.5% +0.1% 7.9 21,071 -15 5
CSL funds › CARLISLE COS INC ADD 0.5% -0.0% 7.9 21,709 +347 5
IWM funds › ISHARES TR TRIM 0.5% +0.0% 7.8 25,841 -302 5
AVGO funds › BROADCOM INC ADD 0.5% +0.1% 7.3 19,251 +1,288 5
MCD funds › MCDONALDS CORP ADD 0.5% -0.1% 7.2 26,517 +148 5
GWW funds › WW GRAINGER INC ADD 0.5% +0.1% 7.1 5,236 +98 5
SCHX funds › SCHWAB STRATEGIC TR ADD 0.4% +0.0% 6.7 229,347 +13,833 5
VOO funds › VANGUARD INDEX FDS TRIM 0.4% -0.0% 6.5 9,420 -1,163 5
GEV funds › GE VERNOVA INC ADD 0.4% +0.1% 6.3 5,392 +11 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.4% -0.0% 6.2 24,249 -10 5
GLD funds › SPDR GOLD TR TRIM 0.4% -0.1% 6.0 16,270 -215 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 0.4% +0.2% 6.0 19,750 +8,636 2 +18.6%
NFLX funds › NETFLIX INC. ADD 0.4% -0.2% 5.9 83,281 +2,665 5
QQQ funds › INVESCO QQQ TR TRIM 0.4% -0.0% 5.9 7,955 -1,351 5
MAR funds › MARRIOTT INTL INC NEW ADD 0.4% +0.0% 5.8 15,722 +9 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.4% -0.3% 5.8 5,721 -4,726 5
PEP funds › PEPSICO INC TRIM 0.4% -0.1% 5.7 42,416 -1,018 5
NOW funds › SERVICENOW INC ADD 0.4% -0.1% 5.6 56,350 +1,234 5
YUM funds › YUM BRANDS INC TRIM 0.3% -0.0% 5.3 33,433 -85 5
INTF funds › ISHARES TR ADD 0.3% +0.1% 5.3 129,073 +38,558 2 -16.9%
AFL funds › AFLAC INC TRIM Common Stock 0.3% -0.0% 5.3 44,891 -67 5
CVX funds › CHEVRON CORPORATION ADD 0.3% -0.1% 5.3 31,704 +648 5
TMUS funds › T-MOBILE US INC ADD 0.3% -0.1% 5.2 31,079 +143 5
INTU funds › INTUIT TRIM 0.3% -0.3% 5.1 19,359 -2,258 5
EMGF funds › ISHARES INC ADD 0.3% +0.2% 4.9 67,396 +36,685 2 -7.5%
SPYM funds › SPDR SERIES TRUST ADD 0.3% +0.0% 4.9 55,978 +3,391 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.3% -0.0% 4.8 11,642 -5,767 5
MS funds › MORGAN STANLEY TRIM 0.3% +0.0% 4.6 22,118 -175 5
LIN funds › LINDE PLC ADD 0.3% -0.0% 4.6 8,900 +59 5
SHEL funds › SHELL PLC TRIM 0.3% -0.1% 4.5 58,664 -4,189 5
SPEM funds › SPDR INDEX SHS FDS ADD 0.3% +0.0% 4.5 87,743 +1,561 5
NBSD funds › NEUBERGER BERMAN ETF TRUST ADD 0.3% +0.0% 4.5 89,929 +10,728 3 -21.0% re-entry
IGIB funds › ISHARES TR ADD 0.3% +0.0% 4.5 83,954 +11,450 5
PG funds › PROCTER & GAMBLE CO TRIM 0.3% -0.1% 4.4 29,925 -2,396 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 4.4 31,824 +114 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.3% -0.0% 4.3 14,799 +1,737 5
WELL funds › WELLTOWER INC ADD 0.3% +0.0% 4.3 18,819 +635 5
C funds › CITIGROUP INC ADD 0.3% +0.0% 4.2 29,659 +237 5
PLD funds › PROLOGIS INC. ADD 0.3% -0.0% 4.0 29,328 +861 5
CASY funds › CASEYS GEN STORES INC ADD 0.3% +0.0% 3.9 4,966 +690 5
CHD funds › CHURCH & DWIGHT CO INC TRIM 0.2% -0.0% 3.8 38,912 -1,164 5
VTI funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 3.6 9,806 -939 5
WM funds › WASTE MGMT INC DEL ADD 0.2% +0.0% 3.4 15,434 +3,509 5
SMMU funds › PIMCO ETF TR ADD 0.2% +0.0% 3.4 67,612 +9,925 5
IGSB funds › ISHARES TR ADD 0.2% -0.0% 3.4 64,272 +2,679 5
CARR funds › CARRIER GLOBAL CORPORATION TRIM 0.2% +0.0% 3.3 44,381 -97 5
MA funds › MASTERCARD INCORPORATED ADD 0.2% +0.0% 3.2 6,219 +1,484 5
BLK funds › BLACKROCK INC TRIM 0.2% -0.0% 3.1 3,223 -2 3 -1.6% re-entry
VV funds › VANGUARD INDEX FDS TRIM 0.2% +0.0% 3.0 8,846 -125 5
SCHB funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 3.0 104,866 -546 5
HLT funds › HILTON WORLDWIDE HLDGS INC HOLD 0.2% -0.0% 3.0 9,175 +0 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.2% -0.0% 3.0 32,914 +1,450 5
EBAY funds › EBAY INC. TRIM 0.2% +0.0% 3.0 26,691 -741 5
JAAA funds › JANUS DETROIT STR TR ADD 0.2% +0.1% 2.9 57,387 +24,036 5
IQLT funds › ISHARES TR TRIM 0.2% -0.0% 2.7 54,978 -2,232 5
FAST funds › FASTENAL CO TRIM 0.2% -0.0% 2.7 56,190 -138 5
AON funds › AON PLC TRIM 0.2% -0.4% 2.7 7,992 -15,056 5
AZO funds › AUTOZONE INC TRIM 0.2% -0.0% 2.6 811 -13 5
CSCO funds › CISCO SYS INC TRIM 0.2% +0.0% 2.6 22,047 -686 5
DIS funds › DISNEY WALT CO TRIM 0.2% -0.0% 2.6 26,709 -1,017 5
MOAT funds › VANECK ETF TRUST TRIM 0.2% -0.0% 2.5 24,434 -5,750 5
PSX funds › PHILLIPS 66 ADD 0.2% -0.0% 2.4 14,371 +36 5
QUAL funds › ISHARES TR ADD 0.2% +0.0% 2.4 10,933 +125 5
AMAT funds › APPLIED MATLS INC TRIM 0.2% +0.1% 2.4 3,254 -400 5
GSLC funds › GOLDMAN SACHS ETF TR TRIM 0.1% -0.0% 2.2 15,464 -457 5
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 2.1 25,585 -116 5
MDYG funds › SPDR SERIES TRUST ADD 0.1% +0.0% 2.1 18,647 +2,354 5
PBE funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 2.1 23,136 -1,250 5
EEMV funds › ISHARES INC TRIM 0.1% -0.0% 2.1 27,316 -2,590 5
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.0% 2.1 6,067 +139 5
FNDX funds › SCHWAB STRATEGIC TR NEW 0.1% +0.1% 2.0 65,000 +65,000 1 +13.5%
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.1% 2.0 10,044 -6,411 5
HELO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 2.0 29,784 -4,173 5 -13.6%
XLK funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 2.0 10,456 +331 5
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.1% -0.0% 1.9 56,855 -1,749 5
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 1.9 1,670 +106 5 +506.6%
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.1% +0.0% 1.9 4,981 -316 5
MELI funds › MERCADOLIBRE INC ADD 0.1% +0.0% 1.9 1,121 +485 3 -38.3%
IUSG funds › ISHARES TR ADD 0.1% +0.0% 1.9 10,077 +500 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 1.9 8,557 -89 5
FTV funds › FORTIVE CORP TRIM 0.1% -0.0% 1.8 29,667 -417 5
MDLZ funds › MONDELEZ INTL INC TRIM 0.1% -0.0% 1.8 30,722 -2,305 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 1.7 31,560 +8,205 5
AER funds › AERCAP HOLDINGS NV TRIM 0.1% -0.1% 1.7 11,416 -5,581 5
IJK funds › ISHARES TR ADD 0.1% +0.0% 1.6 13,822 +80 5
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.0% 1.6 15,544 -611 5
PWR funds › QUANTA SVCS INC ADD 0.1% +0.0% 1.6 2,229 +123 5
CME funds › CME GROUP INC TRIM 0.1% -0.1% 1.6 7,266 -64 5
PAYX funds › PAYCHEX INC TRIM 0.1% -0.0% 1.6 16,271 -1,526 5
GLDM funds › WORLD GOLD TR ADD 0.1% -0.0% 1.5 18,956 +375 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.1% -0.0% 1.4 12,187 -170 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 1.4 12,117 +1,641 5
TDG funds › TRANSDIGM GROUP INC ADD 0.1% +0.0% 1.4 1,024 +2 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% -0.0% 1.3 4,782 -447 5
CAT funds › CATERPILLAR INC TRIM 0.1% +0.0% 1.3 1,249 -69 5
MUNI funds › PIMCO ETF TR TRIM 0.1% -0.0% 1.3 25,240 -4,542 5
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.1% -0.0% 1.3 18,301 -2,878 5
SLYG funds › SPDR SERIES TRUST ADD 0.1% +0.0% 1.3 10,936 +89 5
VLTO funds › VERALTO CORP TRIM 0.1% -0.0% 1.3 14,569 -447 5
SPGI funds › S&P GLOBAL INC ADD 0.1% +0.0% 1.3 3,159 +1,903 2 -13.7%
KO funds › COCA COLA CO TRIM 0.1% -0.0% 1.3 15,545 -137 5
ICSH funds › ISHARES TR ADD 0.1% +0.0% 1.2 24,456 +3,093 5
VCSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.0% 1.2 15,383 -60 5
GSY funds › INVESCO ACTIVELY MANAGED EXC TRIM 0.1% -0.0% 1.2 24,213 -54 5
JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% +0.0% 1.2 12,049 -17 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.1% -0.0% 1.2 4,382 -351 5
EEM funds › ISHARES TR TRIM 0.1% +0.0% 1.2 17,055 -125 5
ACWI funds › ISHARES TR TRIM 0.1% -0.0% 1.1 7,120 -425 5
CMCSA funds › COMCAST CORP NEW TRIM 0.1% -0.1% 1.1 45,512 -27,431 5
SHW funds › SHERWIN WILLIAMS CO TRIM 0.1% -0.0% 1.1 3,226 -32 5
SPSB funds › SPDR SERIES TRUST ADD 0.1% -0.0% 1.1 36,932 +650 5
HUM funds › HUMANA INC ADD 0.1% +0.0% 1.1 2,781 +749 5
ALC funds › ALCON AG TRIM 0.1% -0.0% 1.1 16,419 -935 5
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 1.1 8,398 -50 5
LECO funds › LINCOLN ELEC HLDGS INC HOLD 0.1% -0.0% 1.1 4,062 +0 5
PFE funds › PFIZER INC TRIM 0.1% -0.0% 1.1 44,361 -3,852 5
FLRN funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 1.1 34,552 +0 5
SAP funds › SAP SE ADD 0.1% -0.0% 1.1 6,816 +647 5
IWF funds › ISHARES TR ADD 0.1% +0.0% 1.0 8,436 +6,350 5
WDAY funds › WORKDAY INC ADD 0.1% +0.0% 1.0 8,436 +2,077 5
CI funds › THE CIGNA GROUP TRIM 0.1% -0.0% 1.0 3,721 -100 5
BIL funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 1.0 10,915 -620 4 -18.3%
SGOV funds › ISHARES TR TRIM 0.1% -0.0% 1.0 9,800 -690 5
IDEQ funds › LAZARD ACTIVE ETF TR NEW 0.1% +0.1% 1.0 28,050 +28,050 1 +2.0%
CL funds › COLGATE PALMOLIVE CO TRIM 0.1% -0.0% 1.0 10,527 -95 5
SCHM funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 1.0 25,901 +996 5
SUB funds › ISHARES TR ADD 0.1% +0.0% 1.0 8,923 +2,945 5
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.1% +0.0% 0.9 4,059 +1,538 2 +9.2%
VOYA funds › VOYA FINANCIAL INC TRIM 0.1% -0.0% 0.9 10,000 -2,557 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.9 10,374 +8,644 5
TXN funds › TEXAS INSTRS INC TRIM 0.1% +0.0% 0.9 2,991 -37 5
TSLA funds › TESLA INC ADD 0.1% +0.0% 0.9 2,101 +21 5
EUSA funds › ISHARES INC HOLD 0.1% +0.0% 0.9 7,700 +0 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.1% -0.0% 0.9 3,916 -70 5
NMZ funds › NUVEEN MUN HIGH INCOME OPPOR ADD 0.1% +0.0% 0.9 82,213 +29,158 2 -31.0%
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.8 1,421 +1,421 1 +105.4% re-entry
MKC funds › MCCORMICK & CO INC TRIM 0.1% -0.0% 0.8 16,023 -3,701 5
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 0.8 14,147 +123 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.8 3,650 +103 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.8 21,136 +119 5
ASML funds › ASML HLDG NV TRIM 0.0% +0.0% 0.7 365 -79 5 +82.5%
LEN funds › LENNAR CORP HOLD 0.0% -0.0% 0.7 8,001 +0 5
MMM funds › 3M CO TRIM 0.0% -0.0% 0.7 4,344 -155 5
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 0.7 5,454 -350 5
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.7 8,096 -2 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.1% 0.7 9,338 -11,036 5
PIO funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.7 14,720 +0 5
VNQ funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.6 6,636 +50 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.6 23,029 +1,042 5
SPYV funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.6 10,384 +600 5 -4.2%
EQT funds › EQT CORP NEW 0.0% +0.0% 0.6 11,719 +11,719 1 -43.4%
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.6 10,753 -300 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.0% -0.0% 0.6 2,572 -341 5
IWD funds › ISHARES TR ADD 0.0% +0.0% 0.6 2,458 +55 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.6 3,785 -423 5
EFA funds › ISHARES TR TRIM 0.0% -0.0% 0.5 5,288 -25 5
NVS funds › NOVARTIS AG TRIM 0.0% -0.0% 0.5 3,503 -50 5
DE funds › DEERE & CO HOLD 0.0% +0.0% 0.5 846 +0 5
CVS funds › CVS HEALTH CORP ADD 0.0% +0.0% 0.5 5,104 +70 5
EL funds › LAUDER ESTEE COS INC ADD 0.0% +0.0% 0.5 6,677 +733 5
EQIX funds › EQUINIX INC ADD 0.0% -0.0% 0.5 498 +17 5
ABIG funds › EA SERIES TRUST NEW 0.0% +0.0% 0.5 14,775 +14,775 1 +6.6%
NKE funds › NIKE INC TRIM 0.0% -0.0% 0.5 11,955 -5,906 5
VXUS funds › VANGUARD STAR FDS ADD 0.0% +0.0% 0.5 5,713 +204 5
AA funds › ALCOA CORP TRIM 0.0% -0.0% 0.5 9,268 -1,007 5
VRT funds › VERTIV HOLDINGS CO ADD 0.0% +0.0% 0.5 1,423 +452 2 +15.6%
XLF funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.5 8,763 +6 5
SDY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.5 3,049 -235 5
BX funds › BLACKSTONE INC TRIM 0.0% -0.0% 0.5 3,910 -357 5
YUMC funds › YUM CHINA HLDGS INC TRIM 0.0% -0.0% 0.5 11,109 -325 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 0.4 3,076 +79 5
CEF funds › SPROTT ASSET MANAGEMENT LP HOLD 0.0% -0.0% 0.4 11,105 +0 5
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 0.4 2,440 +299 5
CHTR funds › CHARTER COMMUNICATIONS INC ADD 0.0% -0.0% 0.4 3,010 +1,230 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.4 2,400 +2,303 5
GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD 0.0% -0.0% 0.4 6,577 +0 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.4 823 -8 5
IJT funds › ISHARES TR HOLD 0.0% +0.0% 0.4 2,346 +0 5
VRTX funds › VERTEX PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.4 841 +0 5
XLI funds › SELECT SECTOR SPDR TR TRIM 0.0% +0.0% 0.4 2,218 -9 3 +10.7%
SPSM funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.4 7,111 +297 3 +22.3%
ING funds › ING GROEP N.V. HOLD 0.0% +0.0% 0.4 12,889 +0 5
EMR funds › EMERSON ELEC CO ADD 0.0% +0.0% 0.4 2,814 +151 5
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% +0.0% 0.4 1,257 +38 5
MRSH funds › MARSH & MCLENNAN COS INC NEW 0.0% +0.0% 0.4 2,362 +2,362 1 +46.7% re-entry
HUBB funds › HUBBELL INC TRIM 0.0% -0.0% 0.4 737 -23 5
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 4,780 +3,585 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.4 4,244 -676 5
CSX funds › CSX CORP ADD 0.0% +0.0% 0.4 8,070 +387 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.4 3,202 +2,802 5 +20.4%
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.0% +0.0% 0.4 760 +0 5
USRT funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,605 -268 5
MORN funds › MORNINGSTAR INC TRIM 0.0% -0.0% 0.4 2,370 -135 5
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 0.4 1,961 -74 5
FBCG funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.4 5,785 +0 2 +13.8%
IYW funds › ISHARES TR HOLD 0.0% +0.0% 0.4 1,418 +0 2 +51.4%
REGN funds › REGENERON PHARMACEUTICALS HOLD 0.0% -0.0% 0.4 568 +0 5
XLU funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.4 7,764 +409 5
IYF funds › ISHARES TR HOLD 0.0% -0.0% 0.4 2,754 +0 5
MO funds › ALTRIA GROUP INC NEW 0.0% +0.0% 0.4 4,879 +4,879 1 -58.3%
RSPN funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.4 5,481 +500 4 -3.6%
FSS funds › FEDERAL SIGNAL CORP HOLD 0.0% +0.0% 0.3 2,684 +0 4 -20.4%
ETR funds › ENTERGY CORP NEW HOLD 0.0% -0.0% 0.3 2,962 +0 5
IWR funds › ISHARES TR NEW 0.0% +0.0% 0.3 3,082 +3,082 1 +30.2%
DHI funds › D R HORTON INC HOLD 0.0% +0.0% 0.3 2,047 +0 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.0% +0.0% 0.3 1,336 -34 2 -3.3%
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.3 5,506 +0 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 759 +759 1 +1905.4%
RAL funds › RALLIANT CORP TRIM 0.0% +0.0% 0.3 4,416 -416 3 +58.0%
XLP funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.3 3,881 +55 5 -18.5%
SO funds › SOUTHERN CO HOLD 0.0% -0.0% 0.3 3,338 +0 5
EOG funds › EOG RES INC TRIM 0.0% -0.0% 0.3 2,462 -15 5
PGR funds › PROGRESSIVE CORP ADD 0.0% +0.0% 0.3 1,458 +36 5
TD funds › TORONTO DOMINION BK ONT ADD 0.0% +0.0% 0.3 2,578 +100 3 +56.3%
SHOP funds › SHOPIFY INC HOLD 0.0% -0.0% 0.3 2,734 +0 5
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 0.3 3,047 -405 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.0% -0.0% 0.3 8,445 +7 5
HIG funds › HARTFORD INSURANCE GROUP INC HOLD 0.0% -0.0% 0.3 2,326 +0 5
SOXX funds › ISHARES TR NEW 0.0% +0.0% 0.3 480 +480 1 +30.3%
IWP funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,064 +0 5
DUK funds › DUKE ENERGY CORP NEW NEW 0.0% +0.0% 0.3 2,357 +2,357 1 -16.7% re-entry
MCK funds › MCKESSON CORP ADD 0.0% -0.0% 0.3 392 +3 5
WRB funds › BERKLEY W R CORP TRIM 0.0% -0.0% 0.3 4,082 -1,264 5
RAAX funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.3 7,137 +7,137 1 -28.0%
MTB funds › M & T BK CORP ADD 0.0% +0.0% 0.3 1,172 +51 5
CUSIP:75524B104 funds › RBC BEARINGS INC HOLD 0.0% +0.0% 0.3 425 +0 5
SCHE funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 7,499 +280 4 -1.8%
IDXX funds › IDEXX LABS INC TRIM 0.0% -0.0% 0.3 515 -120 5 -20.3%
WBS funds › WEBSTER FINL CORP NEW 0.0% +0.0% 0.3 3,490 +3,490 1 -32.5%
XLC funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.3 2,432 -397 5
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 0.3 3,068 -29 5 -14.9%
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 0.3 1,588 +1,588 1 -41.5%
KMB funds › KIMBERLY-CLARK CORP HOLD 0.0% +0.0% 0.3 2,354 +0 5
HCA funds › HCA HEALTHCARE INC HOLD 0.0% -0.0% 0.3 662 +0 5
LBRDK funds › LIBERTY BROADBAND CORP HOLD 0.0% -0.0% 0.3 7,670 +0 5
VTEB funds › VANGUARD MUN BD FDS NEW 0.0% +0.0% 0.3 5,030 +5,030 1 -21.4% re-entry
VB funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.2 802 -20 5
ADBE funds › ADOBE INC HOLD 0.0% -0.0% 0.2 1,147 +0 5
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.2 1,077 -100 5
JAZZ funds › JAZZ PHARMACEUTICALS PLC NEW 0.0% +0.0% 0.2 973 +973 1 +6.7%
WCN funds › WASTE CONNECTIONS INC HOLD 0.0% -0.0% 0.2 1,391 +0 5
CTAS funds › CINTAS CORP NEW 0.0% +0.0% 0.2 1,344 +1,344 1 +52.0%
VZ funds › VERIZON COMMUNICATIONS INC NEW 0.0% +0.0% 0.2 5,354 +5,354 1 +0.4% re-entry
LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM 0.0% -0.0% 0.2 4,292 -4,195 5
FMNB funds › FARMERS NATIONAL BANC CORP TRIM 0.0% -0.0% 0.2 15,426 -1,905 2 +20.4%
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.2 1,648 +1,648 1 -23.3%
SPMD funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.2 3,293 +3,293 1 +20.5%
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.0% -0.0% 0.2 315 -10 5 -2.8%
AMP funds › AMERIPRISE FINL INC TRIM 0.0% -0.0% 0.2 478 -10 5
AXON funds › AXON ENTERPRISE INC NEW 0.0% +0.0% 0.2 390 +390 1 +467.1% re-entry
FDX funds › FEDEX CORP ADD 0.0% -0.0% 0.2 695 +13 2 -6.5% re-entry
HACK funds › AMPLIFY ETF TR NEW 0.0% +0.0% 0.2 2,020 +2,020 1 +168.3% re-entry
VTRS funds › VIATRIS INC ADD 0.0% +0.0% 0.2 13,225 +3,168 2 -21.5%
IWS funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,270 +1,270 1 +35.3%
TROW funds › PRICE T ROWE GROUP INC NEW 0.0% +0.0% 0.2 1,824 +1,824 1 +20.3% re-entry
WAT funds › WATERS CORP NEW 0.0% +0.0% 0.2 545 +545 1 +120.6%
RRX funds › REGAL REXNORD CORPORATION NEW 0.0% +0.0% 0.2 856 +856 1 -49.0%
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.2 1,194 +1,194 1 +283.5%
GLW funds › CORNING INC NEW 0.0% +0.0% 0.2 787 +787 1 -49.9%
XLV funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 1,263 +1,263 1 +56.7% re-entry
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -4,551 0
LBRDA funds › LIBERTY BROADBAND CORP EXIT 0.0% -0.0% 0.0 0 -5,210 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.0% 0.0 0 -1,310 0
SPIB funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -6,419 0 -44.0%
TSCO funds › TRACTOR SUPPLY CO EXIT 0.0% -0.0% 0.0 0 -4,525 0
BAH funds › BOOZ ALLEN HAMILTON HLDG COR EXIT 0.0% -0.0% 0.0 0 -3,403 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -4,525 0
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO EXIT 0.0% -0.0% 0.0 0 -7,944 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.0% 0.0 0 -313 0 -101.3%
CRM funds › SALESFORCE INC EXIT 0.0% -0.0% 0.0 0 -2,903 0
FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT 0.0% -0.0% 0.0 0 -3,697 0 -51.9%
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -5,230 0
HSY funds › HERSHEY CO EXIT 0.0% -0.0% 0.0 0 -1,000 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 1,561 314 0.08 31% 0.016 0.506 in
2026Q1 1,395 298 0.06 32% 0.016 0.550 in
2025Q4 1,447 296 0.06 33% 0.017 0.519 in
2025Q3 1,367 299 0.07 34% 0.018 0.510 in
2025Q2 1,295 299 0.07 32% 0.017 0.531 entered
2025Q1 1,197 290 0.00 32% 0.017 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