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☆Roundview Capital LLC

CIK 0001476804 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.530
AUM ($M)
1,829
Positions
349
Turnover
0.09
Top-10 wt
32%
Herfindahl
0.015
History (qtrs)
6
Excess Return
-13.3%

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Holdings · 376 positions · portfolio value $1,829M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOG funds › ALPHABET INC ADD — 4.8% +0.4% 88.6 250,743 +750 5 —
☆AAPL funds › APPLE INC ADD — 4.6% +0.0% 83.6 288,914 +50 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 3.6% -0.0% 66.8 97,191 -1,156 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 3.3% -0.6% 60.3 120,454 -10,015 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 3.0% -0.5% 54.8 147,038 -6,109 5 —
☆AMZN funds › AMAZON COM INC ADD — 2.8% +0.1% 52.0 218,030 +5,008 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 2.8% +0.1% 50.5 1,744,303 +63,010 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 2.5% +0.4% 46.1 62,585 +4,766 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 2.3% +0.1% 42.5 114,717 +5,470 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.0% +0.2% 36.5 182,409 +13,760 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 2.0% +0.4% 36.2 75,890 -787 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 1.7% -0.1% 31.3 408,111 +34,860 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 1.7% -0.1% 31.3 530,707 +30,097 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.3% +0.9% 23.6 20,408 -132 5 —
☆META funds › META PLATFORMS INC ADD — 1.3% -0.1% 22.9 40,731 +2,731 5 —
☆V funds › VISA INC ADD — 1.2% +0.1% 22.1 64,283 +3,750 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.2% +0.0% 21.3 65,218 +3,550 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 1.1% -0.1% 20.1 39,077 -130 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 1.0% +0.2% 18.9 62,409 +9,114 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 1.0% -0.0% 18.4 222,037 +21,765 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 1.0% -0.1% 18.3 72,050 +2,171 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 1.0% -0.1% 18.0 196,671 +796 5 —
☆CAT funds › CATERPILLAR INC ADD — 1.0% +0.2% 18.0 16,916 +160 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.9% -0.2% 17.2 234,475 -8,695 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.9% -0.2% 17.0 18,160 +100 5 —
☆IGIB funds › ISHARES TR TRIM — 0.9% -0.1% 16.9 318,405 -3,741 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 16.1 199,759 +152,973 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.9% +0.0% 15.8 72,363 +4,942 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.8% +0.2% 14.8 77,634 +3,576 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.8% +0.2% 14.2 7,150 -99 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.8% +0.1% 14.0 196,436 +19,595 5 —
☆WMT funds › WALMART INC ADD — 0.8% -0.2% 13.7 121,133 +3,812 5 —
☆IVV funds › ISHARES TR ADD — 0.7% +0.0% 13.1 17,438 +347 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% +0.0% 12.6 215,664 +29,420 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% -0.1% 12.0 151,780 +6,639 5 —
☆FAST funds › FASTENAL CO ADD — 0.7% -0.1% 11.9 248,366 +1,055 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 0.7% -0.1% 11.9 157,454 +3,161 2 -27.8%
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.6% +0.0% 11.8 15,738 +624 5 —
☆AGG funds › ISHARES TR TRIM — 0.6% -0.1% 11.1 112,153 -7,569 5 —
☆AVGO funds › BROADCOM INC ADD — 0.6% +0.1% 10.8 28,645 +2,089 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.6% +0.1% 10.3 33,838 +3,045 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.5% +0.0% 10.0 167,995 +12,528 5 —
☆APH funds › AMPHENOL CORP ADD — 0.5% +0.3% 10.0 56,772 +20,723 5 —
☆BATRA funds › ATLANTA BRAVES HLDGS INC TRIM — 0.5% +0.0% 9.8 174,813 -1,267 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% +0.1% 9.7 8,070 +919 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.5% -0.2% 9.6 64,089 +94 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.5% +0.0% 9.4 9,273 -124 5 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.5% -0.0% 9.3 276,982 +21,722 5 —
☆CSL funds › CARLISLE COS INC TRIM — 0.5% -0.0% 9.2 25,327 -116 5 —
☆XBI funds › SPDR SERIES TRUST ADD — 0.5% +0.2% 9.2 57,963 +17,555 4 +52.6%
☆MCD funds › MCDONALDS CORP ADD — 0.5% -0.2% 9.1 33,731 +215 5 —
☆HEI funds › HEICO CORP NEW ADD — 0.5% +0.1% 9.0 25,193 +343 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.5% +0.2% 8.5 11,751 +1,199 5 —
☆IEFA funds › ISHARES TR ADD — 0.5% -0.0% 8.5 87,862 +5,388 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.0% 8.3 23,160 +512 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.4% -0.0% 8.2 162,627 +7,938 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.4% -0.0% 8.0 23,606 -1,116 5 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 0.4% -0.1% 7.9 326,653 -12,735 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.4% +0.0% 7.8 90,913 +4,013 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.4% +0.0% 7.7 84,875 +6,399 5 —
☆ABBV funds › ABBVIE INC ADD — 0.4% +0.0% 7.7 30,467 +618 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.4% +0.2% 7.5 43,954 +15,107 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.4% -0.2% 7.1 17,887 -1,178 5 —
☆HD funds › HOME DEPOT INC ADD — 0.4% +0.1% 7.0 19,812 +5,119 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.4% +0.1% 6.9 6,134 +20 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.4% -0.1% 6.9 74,518 +473 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.4% -0.0% 6.8 65,489 -3,500 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.4% -0.0% 6.4 15,425 +1,048 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.3% +0.2% 6.2 20,741 +5,631 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 6.1 28,741 +3,771 5 —
☆RTX funds › RTX CORPORATION ADD — 0.3% -0.0% 5.9 31,130 +2,348 5 —
☆AME funds › AMETEK INC ADD — 0.3% +0.0% 5.8 23,949 +1,003 5 —
☆MKL funds › MARKEL GROUP INC TRIM — 0.3% -0.1% 5.7 2,923 -233 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.1% 5.5 51,602 -353 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.3% -0.1% 5.5 7,297 -9 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.3% +0.3% 5.5 12,715 +9,912 3 +177.2%
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.3% -0.1% 5.5 102,747 +493 5 —
☆MRK funds › MERCK & CO INC ADD — 0.3% -0.0% 5.4 42,411 +537 5 —
☆NVR funds › NVR INC ADD — 0.3% -0.0% 5.4 798 +11 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.3% +0.1% 5.4 13,019 +26 5 —
☆IGSB funds › ISHARES TR ADD — 0.3% -0.0% 5.2 99,392 +405 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 5.2 35,387 -185 5 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.3% +0.0% 5.1 3,846 +648 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% +0.0% 5.1 60,930 +1,556 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN TRIM — 0.3% -0.0% 5.1 23,503 -138 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.3% -0.0% 5.1 33,450 +1,556 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.3% +0.0% 5.1 88,845 +28 5 —
☆ETN funds › EATON CORP PLC ADD — 0.3% +0.1% 5.0 11,836 +3,252 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 4.9 132,051 +357 5 —
☆FTNT funds › FORTINET INC ADD — 0.3% +0.2% 4.8 31,269 +15,493 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.3% -0.0% 4.8 104,810 +291 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 4.6 146,290 +10,406 5 —
☆BN funds › BROOKFIELD CORP TRIM — 0.2% -0.0% 4.5 104,522 -2,780 5 -16.7%
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 4.4 61,078 -1,755 5 —
☆HYG funds › ISHARES TR ADD — 0.2% -0.0% 4.3 53,405 +2,523 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 4.2 12,156 -163 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.1% 4.1 3,511 +1,458 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.2% -0.0% 4.0 15,545 +105 5 —
☆GLW funds › CORNING INC ADD — 0.2% +0.2% 3.8 15,030 +9,627 3 +140.4%
☆STM funds › STMICROELECTRONICS N V NEW — 0.2% +0.2% 3.8 50,392 +50,392 1 -62.2%
☆JBL funds › JABIL INC TRIM — 0.2% +0.0% 3.7 9,686 -41 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 3.6 21,801 +1,815 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.2% +0.0% 3.6 122,454 -478 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 3.6 123,558 -970 5 —
☆DGT funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 3.5 19,166 -100 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.2% -0.0% 3.5 13,005 -247 5 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 3.5 14,238 +0 5 —
☆TKO funds › TKO GROUP HOLDINGS INC ADD — 0.2% -0.0% 3.4 17,136 +14 5 —
☆CB funds › CHUBB LIMITED ADD — 0.2% +0.0% 3.4 10,024 +1,880 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.2% -0.0% 3.4 14,273 -143 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.2% -0.1% 3.3 9,690 -6,442 5 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.1% 3.3 24,481 -388 5 —
☆LIN funds › LINDE PLC TRIM — 0.2% -0.0% 3.3 6,295 -552 5 —
☆AZO funds › AUTOZONE INC TRIM — 0.2% -0.0% 3.3 1,018 -11 5 —
☆MCO funds › MOODYS CORP TRIM — 0.2% -0.2% 3.2 7,175 -5,672 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.2% +0.1% 3.2 5,440 +144 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.2% -0.1% 3.1 41,588 -78 5 —
☆TFII funds › TFI INTERNATIONAL INC TRIM — 0.2% +0.0% 3.1 21,559 -32 5 —
☆IWN funds › ISHARES TR HOLD — 0.2% +0.0% 3.0 13,726 +0 5 —
☆GWW funds › WW GRAINGER INC ADD — 0.2% +0.0% 3.0 2,205 +351 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.2% -0.1% 2.9 19,993 -8,610 5 —
☆EWJ funds › ISHARES INC TRIM — 0.2% -0.0% 2.9 31,271 -35 5 —
☆KO funds › COCA COLA CO TRIM — 0.2% -0.0% 2.9 35,770 -91 5 —
☆FWONA funds › LIBERTY MEDIA CORP DEL TRIM — 0.2% -0.0% 2.9 32,978 -405 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 2.9 103,655 +1,541 5 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.2% +0.0% 2.9 5,844 -2 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% -0.0% 2.9 12,737 -871 5 —
☆DE funds › DEERE & CO HOLD — 0.2% -0.0% 2.8 4,476 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 2.8 17,942 +17 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.2% -0.0% 2.8 7,637 +113 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.2% -0.0% 2.8 15,701 +15,022 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.1% +0.0% 2.7 1,946 +13 2 +13.6%
☆CNQ funds › CANADIAN NAT RES LTD MED TER TRIM — 0.1% -0.1% 2.7 67,426 -948 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.6 75,143 +14,839 3 +11.0%
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 2.6 13,519 -466 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 2.6 5,954 +5,954 1 +1905.4%
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 2.6 6,848 +677 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 2.5 32,693 +270 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.1% 2.5 27,397 -12,505 5 —
☆APG funds › API GROUP CORP HOLD — 0.1% -0.0% 2.5 58,734 +0 5 —
☆CPRT funds › COPART INC TRIM — 0.1% -0.2% 2.4 86,100 -82,567 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 2.4 9,933 +53 5 —
☆BPRN funds › PRINCETON BANCORP INC HOLD — 0.1% -0.0% 2.4 63,597 +0 5 —
☆LOW funds › LOWES COS INC ADD — 0.1% -0.0% 2.3 10,483 +298 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% -0.0% 2.3 4,525 +0 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 2.3 19,219 +1,555 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 2.2 3 +0 5 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.1% 2.1 30,909 +20,355 2 -9.9%
☆STIP funds › ISHARES TR ADD — 0.1% -0.0% 2.1 20,431 +97 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.1% +0.1% 2.1 9,040 +6,564 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.1 21,361 +1,511 5 —
☆LQD funds › ISHARES TR ADD — 0.1% -0.0% 2.0 18,596 +1,607 5 —
☆ROST funds › ROSS STORES INC TRIM — 0.1% -0.0% 2.0 9,455 -1,146 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC HOLD — 0.1% -0.0% 2.0 6,052 +0 5 —
☆GHC funds › GRAHAM HLDGS CO TRIM — 0.1% -0.0% 2.0 1,750 -397 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 2.0 29,462 +3,459 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.1% 2.0 4,845 -3,188 5 —
☆IWR funds › ISHARES TR HOLD — 0.1% -0.0% 1.9 17,674 +0 5 —
☆SHY funds › ISHARES TR TRIM — 0.1% -0.0% 1.9 23,723 -276 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 1.9 3,715 -55 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI TRIM — 0.1% -0.0% 1.9 4,383 -3 2 -61.1% re-entry
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% -0.0% 1.9 97,750 +0 5 —
☆SYY funds › SYSCO CORP TRIM — 0.1% -0.0% 1.9 22,665 -1,060 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 1.9 13,834 +615 5 —
☆SGOV funds › ISHARES TR HOLD — 0.1% -0.0% 1.9 18,769 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 1.9 42,515 +104 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 1.9 13,489 +13,489 1 -44.3%
☆IWB funds › ISHARES TR HOLD — 0.1% +0.0% 1.9 4,570 +0 5 —
☆TCHP funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.1% +0.0% 1.9 37,020 +432 5 —
☆BAH funds › BOOZ ALLEN HAMILTON HLDG COR ADD — 0.1% -0.0% 1.8 29,814 +50 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.1% +0.1% 1.8 24,775 +21,428 5 -39.4%
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.1% +0.0% 1.8 15,636 -560 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 1.8 86,769 +7,120 5 —
☆CSX funds › CSX CORP ADD — 0.1% +0.0% 1.8 37,077 +322 5 —
☆COHR funds › COHERENT CORP NEW — 0.1% +0.1% 1.7 4,428 +4,428 1 -60.3%
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.1% +0.0% 1.7 5,283 +35 5 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.7 47,552 +3,019 5 —
☆MOGA funds › MOOG INC NEW — 0.1% +0.1% 1.7 4,015 +4,015 1 —
☆IXUS funds › ISHARES TR HOLD — 0.1% -0.0% 1.7 17,738 +0 5 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC TRIM — 0.1% +0.0% 1.7 4,715 -70 4 +20.5%
☆TYL funds › TYLER TECHNOLOGIES INC TRIM — 0.1% -0.1% 1.7 5,711 -2,851 2 -20.6% re-entry
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 1.7 5,901 +298 5 —
☆LH funds › LABCORP HOLDINGS INC TRIM — 0.1% -0.0% 1.7 5,916 -16 5 —
☆LII funds › LENNOX INTL INC TRIM — 0.1% +0.0% 1.6 2,866 -88 5 —
☆VTWV funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% +0.0% 1.6 8,379 +0 5 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL TRIM — 0.1% -0.0% 1.6 1,260 -56 5 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.1% +0.0% 1.6 5,101 +200 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN ADD — 0.1% +0.0% 1.6 18,348 +6,939 4 +24.2%
☆DGX funds › QUEST DIAGNOSTICS INC HOLD — 0.1% -0.0% 1.6 7,422 +0 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 1.6 10,017 -400 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 1.6 9,107 +9,107 1 -90.9%
☆NVO funds › NOVO-NORDISK A S TRIM — 0.1% +0.0% 1.5 32,028 -2,843 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 1.5 15,939 -1,089 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 1.5 6,711 +6,711 1 -11.2%
☆NKE funds › NIKE INC TRIM — 0.1% -0.1% 1.5 36,071 -4,435 5 —
☆AAON funds › AAON INC TRIM Common Stock 0.1% +0.0% 1.5 11,667 -28 2 -58.9%
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 1.5 6,684 +6,684 1 -104.9%
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 1.5 9,317 +92 5 —
☆MSGS funds › MADISON SQUARE GRDN SPRT COR TRIM — 0.1% +0.0% 1.5 3,620 -12 3 +115.9%
☆IEMG funds › ISHARES INC TRIM — 0.1% +0.0% 1.4 17,236 -199 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 1.4 13,733 +445 2 +29.4%
☆SHOP funds › SHOPIFY INC ADD — 0.1% -0.0% 1.4 12,399 +1,333 5 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 1.4 9,464 +200 5 —
☆FLOT funds › ISHARES TR TRIM — 0.1% -0.0% 1.4 27,294 -441 5 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.1% -0.0% 1.4 15,576 +0 5 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN TRIM — 0.1% -0.0% 1.3 9,843 -1,896 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.3 36,301 +1,555 5 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 1.2 4,081 +86 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 1.2 5,669 +988 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.2 13,572 +11,310 5 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.2 22,904 +460 5 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.2 38,433 -400 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 1.1 16,169 +0 5 +4.5%
☆FIX funds › COMFORT SYS USA INC ADD — 0.1% +0.0% 1.1 562 +43 4 +139.9%
☆CBZ funds › CBIZ INC TRIM — 0.1% +0.0% 1.1 34,577 -900 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% -0.0% 1.1 56,506 +0 5 —
☆SCHP funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 1.1 41,238 +41,238 1 -25.2%
☆PLD funds › PROLOGIS INC. ADD — 0.1% -0.0% 1.1 7,939 +207 5 —
☆EWY funds › ISHARES INC NEW — 0.1% +0.1% 1.0 5,139 +5,139 1 -15.4%
☆FICO funds › FAIR ISAAC CORP TRIM — 0.1% -0.1% 1.0 838 -1,675 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 1.0 5,971 +209 5 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.1% -0.0% 1.0 16,772 +305 5 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 1.0 2,271 +136 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 0.9 8,764 +23 5 —
☆INTU funds › INTUIT TRIM — 0.1% -0.1% 0.9 3,575 -239 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% -0.0% 0.9 948 +0 5 —
☆ECHO funds › ECHOSTAR CORP ADD — 0.0% +0.0% 0.9 8,781 +2,261 3 +29.0%
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% +0.0% 0.9 53,425 +25,371 3 -22.4%
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.9 7,523 -201 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% +0.0% 0.9 6,901 +1,182 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.9 9,623 -2,962 5 —
☆CHD funds › CHURCH & DWIGHT CO INC TRIM — 0.0% -0.0% 0.9 8,996 -196 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.8 36,345 +387 5 —
☆IEF funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 8,839 -464 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.8 19,810 +9 5 —
☆CUSIP:829073105 funds › SIMPSON MFG INC HOLD — 0.0% +0.0% 0.8 3,902 +0 3 —
☆SO funds › SOUTHERN CO HOLD — 0.0% -0.0% 0.8 8,524 +0 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.8 5,371 +5,371 1 -29.5%
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.8 7,532 -486 5 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.8 3,640 -2,184 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.8 4,829 -68 5 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.7 9,674 +1,326 5 —
☆WTM funds › WHITE MTNS INS GROUP LTD HOLD — 0.0% -0.0% 0.7 358 +0 5 —
☆AXON funds › AXON ENTERPRISE INC ADD — 0.0% +0.0% 0.7 1,309 +261 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.7 14,495 +0 5 —
☆EQIX funds › EQUINIX INC ADD — 0.0% -0.0% 0.7 695 +14 5 —
☆MUSA funds › MURPHY USA INC HOLD — 0.0% -0.0% 0.7 1,281 +0 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.7 28,755 -289 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% +0.0% 0.7 36,598 +11,249 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.7 2,249 +299 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.1% 0.7 1,315 -2,398 5 —
☆KVUE funds › KENVUE INC TRIM — 0.0% -0.0% 0.7 34,399 -690 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% +0.0% 0.6 3,527 +500 5 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.6 8,960 -134 5 —
☆WCN funds › WASTE CONNECTIONS INC TRIM — 0.0% -0.2% 0.6 3,693 -14,587 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.6 11,288 +0 5 +10.9%
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.6 6,757 +5,235 5 —
☆SCHJ funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.6 23,676 +0 5 —
☆HSY funds › HERSHEY CO TRIM — 0.0% -0.0% 0.6 3,228 -75 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.6 23,438 +954 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.5 22,019 +10,696 5 —
☆YUM funds › YUM BRANDS INC NEW — 0.0% +0.0% 0.5 3,333 +3,333 1 -33.4%
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 0.5 2,425 +0 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 0.5 3,075 -13 5 —
☆WAB funds › WABTEC TRIM — 0.0% -0.0% 0.5 1,863 -75 5 —
☆USFR funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.5 9,900 +0 5 —
☆UBS funds › UBS GROUP AG TRIM — 0.0% +0.0% 0.5 10,022 -40 3 +39.0%
☆BX funds › BLACKSTONE INC TRIM — 0.0% -0.0% 0.5 4,201 -260 4 -34.8%
☆GOVT funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 21,341 -1,133 5 —
☆HUBS funds › HUBSPOT INC TRIM — 0.0% -0.1% 0.5 2,663 -3,933 2 -49.8%
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.5 8,865 -250 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.0% +0.0% 0.5 599 +599 1 +282.7% re-entry
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 0.5 3,118 +109 4 +42.8%
☆IGM funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 2,721 +0 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 2,837 -150 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.0% +0.0% 0.4 5,309 +1,665 5 —
☆PYLD funds › PIMCO ETF TR ADD — 0.0% +0.0% 0.4 16,184 +2,342 2 -31.0%
☆NVS funds › NOVARTIS AG HOLD — 0.0% -0.0% 0.4 2,707 +0 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.4 7,626 +0 5 +7.0%
☆EIS funds › ISHARES INC ADD — 0.0% +0.0% 0.4 3,345 +498 2 -27.2%
☆CBOE funds › CBOE GLOBAL MKTS INC ADD — 0.0% -0.0% 0.4 1,646 +367 2 -21.7%
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.4 4,770 +3,975 5 —
☆UL funds › UNILEVER PLC TRIM — 0.0% -0.0% 0.4 6,515 -2,007 3 -30.5%
☆FTEC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.4 1,363 +0 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% +0.0% 0.4 5,194 +1,215 5 +0.4%
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 0.4 6,618 -75 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.4 1,202 -6 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L NEW — 0.0% +0.0% 0.4 10,172 +10,172 1 -24.1%
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.4 1,970 +150 5 —
☆MSCI funds › MSCI INC TRIM — 0.0% -0.2% 0.4 633 -6,721 5 —
☆SIGI funds › SELECTIVE INS GROUP INC HOLD — 0.0% +0.0% 0.4 3,611 +0 3 +7.2% re-entry
☆VOE funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.3 1,765 +117 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC NEW — 0.0% +0.0% 0.3 2,548 +2,548 1 -27.9%
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 NEW — 0.0% +0.0% 0.3 492 +492 1 +19.6%
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.3 3,288 +216 5 —
☆TIP funds › ISHARES TR ADD — 0.0% +0.0% 0.3 3,041 +677 3 -23.8%
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.1% 0.3 1,047 -2,557 5 —
☆COR funds › CENCORA INC HOLD — 0.0% -0.0% 0.3 1,164 +0 5 —
☆AON funds › AON PLC NEW — 0.0% +0.0% 0.3 993 +993 1 +19.9%
☆HYS funds › PIMCO ETF TR ADD — 0.0% +0.0% 0.3 3,520 +975 5 —
☆STEW funds › SRH TOTAL RETURN FUND INC TRIM — 0.0% -0.0% 0.3 18,300 -981 5 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.3 877 +0 4 +22.4%
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.3 1,240 +0 2 +197.9% re-entry
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.0% 0.3 3,450 -259 5 —
☆SMH funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.3 465 +465 1 +11.4%
☆PKG funds › PACKAGING CORP AMER TRIM — 0.0% -0.0% 0.3 1,240 -8 5 —
☆KMI funds › KINDER MORGAN INC DEL NEW — 0.0% +0.0% 0.3 9,202 +9,202 1 -32.0%
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.3 1,789 -758 5 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.0% -0.0% 0.3 1,053 -1,757 4 +267.4%
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.3 3,376 +0 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.3 3,915 -345 5 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.3 16,801 +16,801 1 -20.9%
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,184 +1,379 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC ADD — 0.0% +0.0% 0.3 3,043 +111 2 -72.1%
☆AVB funds › AVALONBAY CMNTYS INC TRIM — 0.0% -0.0% 0.3 1,423 -1,533 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.3 1,441 +165 5 -0.5%
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 0.3 890 +890 1 +186.9%
☆IWD funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 1,082 +0 5 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.3 115 +115 1 +112.8%
☆PFS funds › PROVIDENT FINL SVCS INC HOLD — 0.0% -0.0% 0.3 10,979 +0 5 —
☆VLTO funds › VERALTO CORP TRIM — 0.0% -0.0% 0.3 2,922 -46 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 0.3 1,025 -125 5 -27.3%
☆HOOD funds › ROBINHOOD MKTS INC TRIM — 0.0% -0.0% 0.3 2,538 -702 5 +16.6%
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM — 0.0% -0.0% 0.2 6,276 -90 5 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.2 1,730 +1,730 1 +50.5% re-entry
☆USRT funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,597 +0 5 —
☆SHEL funds › SHELL PLC HOLD — 0.0% -0.0% 0.2 3,067 +0 5 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP NEW — 0.0% +0.0% 0.2 3,513 +3,513 1 +14.5%
☆CP funds › CANADIAN PACIFIC KANSAS CITY NEW — 0.0% +0.0% 0.2 2,725 +2,725 1 +17.0%
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.2 862 +0 5 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.0% +0.0% 0.2 575 +575 1 -49.3%
☆GH funds › GUARDANT HEALTH INC NEW — 0.0% +0.0% 0.2 1,517 +1,517 1 +661.8%
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 0.2 2,421 -363 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.2 347 +347 1 +29.7%
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 6,520 +6,520 1 -2.8% re-entry
☆EFX funds › EQUIFAX INC TRIM — 0.0% -0.0% 0.2 1,383 -337 5 —
☆ETR funds › ENTERGY CORP NEW NEW — 0.0% +0.0% 0.2 1,910 +1,910 1 -28.4%
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.2 1,960 +0 2 -37.5% re-entry
☆T funds › AT&T INC NEW — 0.0% +0.0% 0.2 10,355 +10,355 1 -10.1%
☆CORT funds › CORCEPT THERAPEUTICS INC NEW — 0.0% +0.0% 0.2 2,465 +2,465 1 +1952.2%
☆ALL funds › ALLSTATE CORP NEW — 0.0% +0.0% 0.2 900 +900 1 +80.1%
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.2 215 +215 1 +111.9%
☆EBC funds › EASTERN BANKSHARES INC TRIM — 0.0% -0.0% 0.2 9,437 -889 5 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 0.2 2,856 -266 5 —
☆ARKK funds › ARK ETF TR NEW — 0.0% +0.0% 0.2 2,527 +2,527 1 +17.9%
☆WFC funds › WELLS FARGO & CO NEW — 0.0% +0.0% 0.2 2,464 +2,464 1 +89.7%
☆DVY funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,286 -60 2 -16.5%
☆SJT funds › SAN JUAN BASIN RTY TR HOLD — 0.0% -0.0% 0.1 30,000 +0 5 —
☆CUSIP:298736AL3 funds › EURONET WORLDWIDE INC HOLD — 0.0% -0.0% 0.0 12,500 +0 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.2% 0.0 0 -13,316 0 —
☆IPAR funds › INTERPARFUMS INC EXIT — 0.0% -0.0% 0.0 0 -2,303 0 -81.0% re-entry
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.0% 0.0 0 -1,578 0 —
☆CUSIP:26441CBY0 funds › DUKE ENERGY CORP NEW EXIT — 0.0% -0.0% 0.0 0 -12,500 0 —
☆DECK funds › DECKERS OUTDOOR CORP EXIT — 0.0% -0.1% 0.0 0 -16,982 0 -51.5%
☆CLBK funds › COLUMBIA FINL INC EXIT — 0.0% -0.0% 0.0 0 -14,385 0 —
☆DEO funds › DIAGEO PLC EXIT — 0.0% -0.0% 0.0 0 -3,675 0 -80.3%
☆POOL funds › POOL CORP EXIT — 0.0% -0.0% 0.0 0 -2,798 0 -112.8% re-entry
☆WINA funds › WINMARK CORP EXIT — 0.0% -0.1% 0.0 0 -2,437 0 -39.7%
☆IDXX funds › IDEXX LABS INC EXIT — 0.0% -0.0% 0.0 0 -437 0 -58.2%
☆GDX funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -2,630 0 +50.5%
☆LHX funds › L3HARRIS TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -593 0 -73.6% re-entry
☆FND funds › FLOOR & DECOR HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -10,233 0 —
☆CTAS funds › CINTAS CORP EXIT — 0.0% -0.0% 0.0 0 -2,242 0 -45.5%
☆APP funds › APPLOVIN CORP EXIT — 0.0% -0.0% 0.0 0 -558 0 -41.3%
☆TSCO funds › TRACTOR SUPPLY CO EXIT — 0.0% -0.2% 0.0 0 -82,189 0 —
☆RLI funds › RLI CORP EXIT — 0.0% -0.0% 0.0 0 -9,510 0 -81.1% re-entry
☆OKE funds › ONEOK INC NEW EXIT — 0.0% -0.0% 0.0 0 -4,209 0 +12.7%
☆CELC funds › CELCUITY INC EXIT — 0.0% -0.0% 0.0 0 -2,778 0 +224.2%
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.0% 0.0 0 -2,670 0 -40.7%
☆GATX funds › GATX CORP EXIT — 0.0% -0.0% 0.0 0 -4,488 0 -77.2%
☆WSO funds › WATSCO INC EXIT — 0.0% -0.0% 0.0 0 -2,181 0 -63.4% re-entry
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR EXIT — 0.0% -0.0% 0.0 0 -2,838 0 -17.1%
☆RACE funds › FERRARI N V EXIT — 0.0% -0.1% 0.0 0 -4,154 0 —
☆BRO funds › BROWN & BROWN INC EXIT — 0.0% -0.1% 0.0 0 -16,643 0 —
☆IVW funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -1,794 0 +30.2%
☆BLDR funds › BUILDERS FIRSTSOURCE INC EXIT — 0.0% -0.0% 0.0 0 -6,561 0 -125.4% re-entry

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 1,829 349 0.09 32% 0.015 0.526 — in
2026Q1 1,605 340 0.06 32% 0.015 0.573 — in
2025Q4 1,626 331 0.05 34% 0.017 0.573 — in
2025Q3 1,582 336 0.05 33% 0.016 0.572 — in
2025Q2 1,496 324 0.07 32% 0.016 0.553 — entered
2025Q1 1,386 318 0.00 33% 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