Fund Universe

Informed Momentum Co LLC

CIK 0001510989 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.009
AUM ($M)
1,122
Positions
268
Turnover
0.52
Top-10 wt
13%
Herfindahl
0.006
History (qtrs)
6
Excess Return

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Security type

Holdings · 395 positions · portfolio value $1,122M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SMIN funds › Blackrock Inc ADD 3.2% +2.5% 35.7 504,854 +399,905 4
VICR funds › Vicor Corp TRIM 1.3% +0.5% 15.1 39,729 -6,379 3
BE funds › Bloom Energy Corp TRIM 1.3% +0.5% 15.0 49,663 -6,017 4
GH funds › Guardant Health Inc NEW 1.1% +1.1% 12.2 81,304 +81,304 1
BTSG funds › BrightSpring Health Services Inc TRIM 1.0% +0.2% 11.2 160,466 -2,532 4
CECO funds › CECO Environmental Corp NEW 1.0% +1.0% 11.0 120,677 +120,677 1
SITM funds › SiTime Corp TRIM 0.9% +0.3% 10.5 14,062 -2,077 4
SPHR funds › Sphere Entertainment Co TRIM 0.9% +0.1% 10.4 60,037 -946 3
VIAV funds › Viavi Solutions Inc TRIM 0.9% -0.1% 10.3 216,164 -53,956 3
SMTC funds › Semtech Corp NEW 0.9% +0.9% 10.2 63,295 +63,295 1
DOCN funds › DigitalOcean Holdings Inc TRIM 0.8% +0.2% 9.5 60,641 -7,348 2
MOD funds › Modine Manufacturing Co TRIM 0.8% -0.1% 9.3 34,702 -539 2
RVMD funds › Revolution Medicines Inc TRIM 0.8% +0.3% 9.2 49,357 -765 3
KLIC funds › Kulicke & Soffa Industries Inc TRIM 0.8% +0.3% 9.0 67,458 -1,062 2
MTSI funds › MACOM Technology Solutions Holdings Inc TRIM 0.8% +0.2% 9.0 23,662 -374 3
TTMI funds › TTM Technologies Inc TRIM 0.8% -0.3% 8.9 47,850 -47,372 4
SEI funds › Solaris Energy Infrastructure Inc TRIM 0.8% +0.1% 8.9 111,196 -2,263 4
FORM funds › FormFactor Inc TRIM 0.8% -0.0% 8.9 55,601 -17,979 3
VPG funds › Vishay Precision Group Inc TRIM 0.8% +0.3% 8.8 58,571 -41,785 3
ALNT funds › Allient Inc ADD 0.8% +0.6% 8.6 83,936 +56,452 4
VSAT funds › Viasat Inc TRIM 0.8% +0.2% 8.6 95,690 -14,925 4
COHU funds › Cohu Inc NEW 0.8% +0.8% 8.6 115,726 +115,726 1
DY funds › Dycom Industries Inc TRIM 0.8% -0.0% 8.5 16,760 -2,646 4
PLPC funds › Preformed Line Products Co TRIM 0.7% +0.1% 8.2 20,043 -316 3
NWPX funds › NWPX Infrastructure Inc ADD 0.7% +0.6% 8.2 54,681 +38,537 3
ENVA funds › Enova International Inc NEW 0.7% +0.7% 8.0 33,102 +33,102 1
AIP funds › Arteris Inc TRIM 0.7% +0.3% 7.9 162,933 -42,743 3
PSMT funds › PriceSmart Inc NEW 0.7% +0.7% 7.9 40,283 +40,283 1
AGX funds › Argan Inc TRIM 0.7% -0.0% 7.7 9,619 -1,650 4
MYRG funds › MYR Group Inc TRIM 0.7% -0.1% 7.6 15,158 -9,832 2
POWL funds › Powell Industries Inc NEW 0.6% +0.6% 7.3 25,430 +25,430 1
MTRN funds › Materion Corp NEW 0.6% +0.6% 7.2 24,334 +24,334 1
SANM funds › Sanmina Corp NEW 0.6% +0.6% 7.2 28,584 +28,584 1
ATEN funds › A10 Networks Inc NEW 0.6% +0.6% 7.1 188,768 +188,768 1
NESR funds › National Energy Services Reunited Corp TRIM 0.6% -0.1% 7.0 233,512 -46,627 3
SNX funds › TD SYNNEX Corp NEW 0.6% +0.6% 7.0 26,138 +26,138 1
LASR funds › nLight Inc TRIM 0.6% -1.0% 6.9 99,725 -147,053 4
MKSI funds › MKS Inc TRIM 0.6% +0.2% 6.9 15,571 -243 3
KN funds › Knowles Corp NEW 0.6% +0.6% 6.8 164,928 +164,928 1
GHM funds › Graham Corp TRIM 0.6% +0.1% 6.8 55,217 -1,260 4
CHEF funds › Chefs' Warehouse Inc/The NEW 0.6% +0.6% 6.8 70,932 +70,932 1
WULF funds › Terawulf Inc ADD 0.6% +0.3% 6.7 272,174 +93,353 4
TVTX funds › Travere Therapeutics Inc NEW 0.6% +0.6% 6.7 117,987 +117,987 1
ACLS funds › Axcelis Technologies Inc NEW 0.6% +0.6% 6.6 35,066 +35,066 1
PLXS funds › Plexus Corp TRIM 0.6% +0.1% 6.6 22,090 -351 2
ICHR funds › Ichor Holdings Ltd TRIM 0.6% +0.3% 6.5 58,336 -896 2
LPTH funds › LightPath Technologies Inc TRIM 0.6% +0.1% 6.5 398,559 -29,527 4
MOGA funds › Moog Inc TRIM 0.6% -0.3% 6.5 15,338 -11,377 2
FCEL funds › FuelCell Energy Inc NEW 0.6% +0.6% 6.4 178,858 +178,858 1
TWST funds › Twist Bioscience Corp NEW 0.6% +0.6% 6.4 62,564 +62,564 1
AXSM funds › Axsome Therapeutics Inc TRIM 0.6% +0.1% 6.4 26,152 -414 2
DCO funds › Ducommun Inc TRIM 0.6% +0.1% 6.4 34,333 -536 2
ONTO funds › Onto Innovation Inc NEW 0.6% +0.6% 6.4 16,786 +16,786 1
ATRO funds › Astronics Corp TRIM 0.6% -0.2% 6.3 79,042 -20,411 4
GRC funds › Gorman-Rupp Co/The NEW 0.6% +0.6% 6.3 69,046 +69,046 1
LSCC funds › Lattice Semiconductor Corp TRIM 0.6% +0.1% 6.3 41,398 -630 2
BELFB funds › Bel Fuse Inc TRIM 0.6% +0.0% 6.3 18,924 -5,098 4
OPLN funds › OPENLANE Inc NEW 0.6% +0.6% 6.3 152,428 +152,428 1
PDFS funds › PDF Solutions Inc NEW 0.6% +0.6% 6.2 88,116 +88,116 1
DGII funds › Digi International Inc NEW 0.5% +0.5% 6.2 82,333 +82,333 1
LGND funds › Ligand Pharmaceuticals Inc NEW 0.5% +0.5% 6.2 19,498 +19,498 1
HUT funds › Hut 8 Corp NEW 0.5% +0.5% 6.1 53,067 +53,067 1
CUSIP:920253101 funds › Valmont Industries Inc NEW 0.5% +0.5% 6.1 10,532 +10,532 1
KRYS funds › Krystal Biotech Inc TRIM 0.5% +0.0% 6.0 16,227 -256 3
ARW funds › Arrow Electronics Inc NEW 0.5% +0.5% 6.0 28,081 +28,081 1
DHC funds › Diversified Healthcare Trust TRIM 0.5% +0.0% 5.9 639,031 -9,992 2
JAZZ funds › Jazz Pharmaceuticals PLC NEW 0.5% +0.5% 5.9 24,544 +24,544 1
LIND funds › Lindblad Expeditions Holdings Inc NEW 0.5% +0.5% 5.9 208,908 +208,908 1
AAMI funds › Acadian Asset Management Inc NEW 0.5% +0.5% 5.9 82,424 +82,424 1
ESI funds › Element Solutions Inc TRIM 0.5% +0.0% 5.9 123,071 -1,931 2
UCTT funds › Ultra Clean Holdings Inc TRIM 0.5% +0.2% 5.9 41,163 -640 2
MRCY funds › Mercury Systems Inc NEW 0.5% +0.5% 5.9 47,917 +47,917 1
PL funds › Planet Labs PBC TRIM 0.5% -0.3% 5.9 176,740 -64,455 4
STRL funds › Sterling Infrastructure Inc TRIM 0.5% +0.2% 5.9 6,973 -110 4
AMRX funds › Amneal Pharmaceuticals Inc NEW 0.5% +0.5% 5.8 337,663 +337,663 1
ALKS funds › Alkermes PLC NEW 0.5% +0.5% 5.8 110,869 +110,869 1
CYTK funds › Cytokinetics Inc NEW 0.5% +0.5% 5.8 68,185 +68,185 1
XMTR funds › Xometry Inc NEW 0.5% +0.5% 5.8 59,984 +59,984 1
IONQ funds › IonQ Inc NEW 0.5% +0.5% 5.8 108,600 +108,600 1
TSEM funds › Tower Semiconductor Ltd TRIM 0.5% -0.1% 5.7 21,954 -6,623 4
ETON funds › Eton Pharmaceuticals Inc ADD 0.5% +0.4% 5.7 158,045 +109,422 2
APLD funds › Applied Digital Corp ADD 0.5% +0.3% 5.7 153,239 +71,365 2
DFTX funds › Definium Therapeutics Inc NEW 0.5% +0.5% 5.7 120,928 +120,928 1
ORKA funds › Oruka Therapeutics Inc TRIM 0.5% +0.2% 5.6 59,014 -932 2
BPOP funds › Popular Inc NEW 0.5% +0.5% 5.6 34,140 +34,140 1
LFUS funds › Littelfuse Inc TRIM 0.5% +0.0% 5.6 12,256 -195 2
LINC funds › Lincoln Educational Services Corp TRIM 0.5% -0.0% 5.5 110,396 -1,731 2
KGS funds › Kodiak Gas Services Inc TRIM 0.5% -0.0% 5.4 72,427 -1,134 2
EFXT funds › Enerflex Ltd TRIM 0.5% -0.2% 5.4 220,963 -82,102 3
ATEX funds › Anterix Inc NEW 0.5% +0.5% 5.4 52,534 +52,534 1
VSXY funds › Victoria's Secret & Co NEW 0.5% +0.5% 5.4 64,457 +64,457 1
SYRE funds › Spyre Therapeutics Inc NEW 0.5% +0.5% 5.4 60,393 +60,393 1
GNRC funds › Generac Holdings Inc ADD 0.5% +0.2% 5.4 18,274 +5,194 2
COCO funds › Vita Coco Co Inc/The NEW 0.5% +0.5% 5.3 80,850 +80,850 1
VIRT funds › Virtu Financial Inc NEW 0.5% +0.5% 5.3 89,100 +89,100 1
PRLB funds › Proto Labs Inc TRIM 0.5% +0.0% 5.3 64,803 -1,020 2
ARMK funds › Aramark NEW 0.5% +0.5% 5.2 92,264 +92,264 1
ITRN funds › Ituran Location and Control Ltd NEW 0.5% +0.5% 5.2 85,930 +85,930 1
ENLT funds › Enlight Renewable Energy Ltd TRIM 0.5% +0.0% 5.2 58,521 -3 3
BWA funds › BorgWarner Inc TRIM 0.5% -0.0% 5.1 77,294 -1,167 2
MDA funds › MDA Space Ltd NEW 0.5% +0.5% 5.1 124,100 +124,100 1
MSGS funds › Madison Square Garden Sports Corp TRIM 0.5% -0.0% 5.1 12,687 -200 2
MIRM funds › Mirum Pharmaceuticals Inc TRIM 0.4% -0.0% 5.0 42,860 -733 4
WTTR funds › Select Water Solutions Inc NEW 0.4% +0.4% 5.0 250,180 +250,180 1
ZGN funds › Ermenegildo Zegna NV NEW 0.4% +0.4% 5.0 380,869 +380,869 1
TRVI funds › Trevi Therapeutics Inc NEW 0.4% +0.4% 4.9 264,631 +264,631 1
IMVT funds › Roivant Sciences Ltd NEW 0.4% +0.4% 4.9 127,273 +127,273 1
LTH funds › Life Time Group Holdings Inc NEW 0.4% +0.4% 4.9 118,873 +118,873 1
MEC funds › Mayville Engineering Co Inc NEW 0.4% +0.4% 4.8 129,182 +129,182 1
DVA funds › DaVita Inc NEW 0.4% +0.4% 4.8 21,727 +21,727 1
AZZ funds › AZZ Inc TRIM 0.4% -0.2% 4.7 30,366 -11,793 2
ECG funds › Everus Construction Group Inc TRIM 0.4% +0.0% 4.7 28,326 -442 2
GTX funds › Garrett Motion Inc TRIM 0.4% -0.0% 4.7 128,945 -72,750 3
BHE funds › Benchmark Electronics Inc NEW 0.4% +0.4% 4.7 47,289 +47,289 1
UTI funds › Universal Technical Institute Inc TRIM 0.4% -0.0% 4.7 108,874 -1,720 2
KNX funds › Knight-Swift Transportation Holdings Inc NEW 0.4% +0.4% 4.6 59,439 +59,439 1
UVE funds › Universal Insurance Holdings Inc NEW 0.4% +0.4% 4.6 111,414 +111,414 1
CVLG funds › Covenant Logistics Group Inc NEW 0.4% +0.4% 4.6 103,178 +103,178 1
AMBQ funds › Ambiq Micro Inc NEW 0.4% +0.4% 4.5 50,968 +50,968 1
ENS funds › EnerSys TRIM 0.4% +0.0% 4.5 19,228 -304 3
CAMT funds › Camtek Ltd/Israel HOLD 0.4% -0.1% 4.4 26,969 +0 2
HBM funds › Hudbay Minerals Inc ADD 0.4% +0.1% 4.3 181,307 +47,217 4
APEI funds › American Public Education Inc TRIM 0.4% -0.2% 4.3 79,570 -8,076 4
DAVE funds › Dave Inc NEW 0.4% +0.4% 4.2 11,293 +11,293 1
TNGX funds › Tango Therapeutics Inc TRIM 0.4% -0.0% 4.2 134,014 -33,984 2
ECPG funds › Encore Capital Group Inc TRIM 0.4% +0.0% 4.2 44,604 -705 2
ALGM funds › Allegro MicroSystems Inc NEW 0.4% +0.4% 4.1 59,485 +59,485 1
CIFR funds › Cipher Digital Inc NEW 0.4% +0.4% 4.1 168,816 +168,816 1
CEVA funds › CEVA Inc NEW 0.4% +0.4% 4.1 87,452 +87,452 1
IESC funds › IES Holdings Inc TRIM 0.4% +0.1% 4.1 5,562 -88 4
LAR funds › Lithium Argentina AG ADD 0.4% -0.0% 4.0 489,332 +41 2
ACMR funds › ACM Research Inc TRIM Common Stock 0.4% +0.2% 4.0 31,875 -11,999 2
VCYT funds › Veracyte Inc NEW 0.4% +0.4% 4.0 68,609 +68,609 1
VSH funds › Vishay Intertechnology Inc NEW 0.4% +0.4% 4.0 73,501 +73,501 1
HNGE funds › Hinge Health Inc NEW 0.3% +0.3% 3.9 46,682 +46,682 1
TH funds › TDR Capital LLP NEW 0.3% +0.3% 3.8 188,805 +188,805 1
DNTH funds › Dianthus Therapeutics Inc TRIM 0.3% -0.4% 3.8 39,080 -37,560 4
FN funds › Fabrinet TRIM 0.3% -0.7% 3.8 6,723 -10,041 4
ARCB funds › ArcBest Corp NEW 0.3% +0.3% 3.8 26,262 +26,262 1
CLMT funds › Calumet Inc TRIM 0.3% -0.3% 3.7 102,777 -48,915 2
SYNA funds › Synaptics Inc NEW 0.3% +0.3% 3.7 29,669 +29,669 1
ECHO funds › EchoStar Corp TRIM 0.3% -0.4% 3.7 36,104 -17,490 4
PBI funds › Pitney Bowes Inc NEW 0.3% +0.3% 3.6 207,422 +207,422 1
ESE funds › ESCO Technologies Inc ADD 0.3% +0.1% 3.6 10,256 +3,336 4
ELVN funds › Enliven Therapeutics Inc TRIM 0.3% -0.1% 3.6 70,432 -12,362 2
KNSA funds › Kiniksa Pharmaceuticals International Pl TRIM 0.3% +0.0% 3.6 55,765 -729 4
FROG funds › JFrog Ltd NEW 0.3% +0.3% 3.6 39,187 +39,187 1
AEHR funds › Aehr Test Systems NEW 0.3% +0.3% 3.5 36,322 +36,322 1
INSW funds › International Seaways Inc TRIM 0.3% -0.3% 3.4 44,915 -21,495 2
PTGX funds › Protagonist Therapeutics Inc TRIM 0.3% -0.0% 3.4 27,491 -423 4
YOU funds › Clear Secure Inc TRIM 0.3% -0.1% 3.2 56,934 -15,310 3
FRO funds › Frontline PLC TRIM 0.3% -0.2% 3.1 89,464 -20,817 2
AXTI funds › AXT Inc TRIM 0.3% -0.7% 3.1 42,817 -112,194 3
VISN funds › Vistance Networks Inc TRIM 0.3% -0.2% 3.1 240,985 -3,672 4
BW funds › Babcock & Wilcox Enterprises Inc TRIM 0.3% -0.5% 3.1 216,327 -259,159 4
FEIM funds › Frequency Electronics Inc TRIM 0.3% +0.0% 3.0 44,871 -2,072 4
IRDM funds › Iridium Communications Inc NEW 0.3% +0.3% 2.9 53,324 +53,324 1
URGN funds › UroGen Pharma Ltd NEW 0.3% +0.3% 2.9 79,271 +79,271 1
XENE funds › Xenon Pharmaceuticals Inc TRIM 0.3% -0.2% 2.9 48,163 -18,387 2
EZPW funds › EZCORP Inc TRIM 0.3% -0.3% 2.9 83,810 -90,187 4
PVLA funds › Palvella Therapeutics Inc TRIM 0.3% -0.2% 2.9 18,849 -10,479 2
AAOI funds › Applied Optoelectronics Inc TRIM 0.3% -0.1% 2.9 19,284 -19,881 2
SXT funds › Sensient Technologies Corp NEW 0.3% +0.3% 2.8 22,962 +22,962 1
TKR funds › Timken Co/The TRIM 0.2% -0.2% 2.7 18,265 -15,990 2
BAND funds › Bandwidth Inc NEW 0.2% +0.2% 2.6 41,644 +41,644 1
FCFS funds › FirstCash Holdings Inc TRIM 0.2% -0.5% 2.6 12,120 -21,149 2
KYMR funds › Kymera Therapeutics Inc TRIM 0.2% -0.2% 2.4 21,056 -21,285 4
ELA funds › Envela Corp TRIM 0.2% +0.0% 2.4 82,522 -14,644 3
OSS funds › One Stop Systems Inc TRIM 0.2% +0.1% 2.4 130,568 -5,421 4
INDV funds › Indivior Pharmaceuticals Inc TRIM 0.2% +0.0% 2.4 57,297 -884 2
AIR funds › AAR Corp TRIM Common Stock 0.2% -0.4% 2.3 15,835 -31,287 2
INBX funds › Inhibrx Biosciences Inc NEW 0.2% +0.2% 2.2 23,077 +23,077 1
AXGN funds › Axogen Inc TRIM 0.2% +0.0% 2.1 44,907 -699 3
COGT funds › Cogent Biosciences Inc TRIM 0.2% -0.4% 2.1 53,129 -68,799 3
TXG funds › 10X Genomics Inc NEW 0.2% +0.2% 2.0 52,232 +52,232 1
MRAM funds › Everspin Technologies Inc ADD 0.2% +0.1% 2.0 82,251 +30,936 3
ORN funds › Orion Group Holdings Inc TRIM 0.2% +0.0% 1.9 112,703 -4,615 3
KOD funds › Kodiak Sciences Inc TRIM 0.2% -0.2% 1.9 48,618 -39,751 2
WCC funds › WESCO International Inc TRIM 0.2% -0.0% 1.9 5,461 -86 3
NVTS funds › Navitas Semiconductor Corp NEW 0.2% +0.2% 1.9 103,645 +103,645 1
INOD funds › Innodata Inc NEW 0.2% +0.2% 1.8 24,402 +24,402 1
PUMP funds › ProPetro Holding Corp TRIM 0.2% -0.1% 1.8 124,224 -43,853 2
LBRT funds › Liberty Energy Inc TRIM 0.2% -0.4% 1.8 67,543 -95,791 2
PKE funds › Park Aerospace Corp TRIM 0.2% -0.1% 1.7 45,073 -19,958 4
MOV funds › Movado Group Inc NEW 0.2% +0.2% 1.7 43,261 +43,261 1
ASYS funds › Amtech Systems Inc TRIM 0.1% +0.0% 1.7 72,579 -1,726 3
QUIK funds › QuickLogic Corp TRIM 0.1% +0.1% 1.7 83,734 -2,691 2
MG funds › Mistras Group Inc TRIM 0.1% -0.0% 1.6 92,457 -3,806 3
BWFG funds › Bankwell Financial Group Inc TRIM 0.1% -0.0% 1.6 26,981 -1,111 4
SHAZ funds › SharonAI Holdings Inc NEW 0.1% +0.1% 1.5 17,741 +17,741 1
NGS funds › Natural Gas Services Group Inc TRIM 0.1% -0.0% 1.5 33,651 -1,605 3
MPTI funds › M-Tron Industries Inc NEW 0.1% +0.1% 1.4 14,516 +14,516 1
MAMA funds › Mama's Creations Inc TRIM 0.1% -0.1% 1.4 79,581 -38,901 4
BLZE funds › Backblaze Inc NEW 0.1% +0.1% 1.4 89,497 +89,497 1
BBCP funds › Concrete Pumping Holdings Inc NEW 0.1% +0.1% 1.4 117,631 +117,631 1
MITK funds › Mitek Systems Inc TRIM 0.1% +0.0% 1.4 70,111 -2,885 2
BKTI funds › BK Technologies Corp TRIM 0.1% -0.0% 1.4 16,180 -3,897 4
TWIN funds › Twin Disc Inc ADD 0.1% +0.1% 1.4 59,773 +23,525 3
PKBK funds › Parke Bancorp Inc TRIM 0.1% -0.0% 1.4 41,357 -1,702 2
ELMD funds › Electromed Inc NEW 0.1% +0.1% 1.4 32,367 +32,367 1
RFIL funds › RF Industries Ltd TRIM 0.1% +0.0% 1.4 64,275 -2,645 4
LOCO funds › El Pollo Loco Holdings Inc TRIM 0.1% -0.0% 1.4 80,170 -3,299 2
ILPT funds › Industrial Logistics Properties Trust NEW 0.1% +0.1% 1.4 153,176 +153,176 1
OCC funds › Optical Cable Corp TRIM 0.1% +0.0% 1.3 63,484 -11,590 2
ESOA funds › Energy Services of America Corp TRIM 0.1% +0.0% 1.3 68,755 -2,829 2
ESP funds › Espey Mfg. & Electronics Corp TRIM 0.1% -0.0% 1.3 19,700 -810 2
SIF funds › SIFCO Industries Inc NEW 0.1% +0.1% 1.3 56,262 +56,262 1
MCS funds › Marcus Corp/The NEW 0.1% +0.1% 1.3 55,809 +55,809 1
CVGI funds › Commercial Vehicle Group Inc TRIM 0.1% +0.0% 1.3 281,677 -11,587 2
PKOH funds › Park-Ohio Holdings Corp NEW 0.1% +0.1% 1.3 33,395 +33,395 1
VMD funds › Viemed Healthcare Inc NEW 0.1% +0.1% 1.2 109,592 +109,592 1
CTRN funds › Citi Trends Inc TRIM 0.1% -0.0% 1.2 21,539 -10,583 4
INTT funds › inTEST Corp TRIM 0.1% -0.0% 1.2 68,505 -2,819 2
OOMA funds › Ooma Inc NEW 0.1% +0.1% 1.2 63,562 +63,562 1
RELL funds › Richardson Electronics Ltd/United States NEW 0.1% +0.1% 1.2 63,433 +63,433 1
FSTR funds › L B Foster Co NEW 0.1% +0.1% 1.2 26,549 +26,549 1
CERS funds › Cerus Corp NEW 0.1% +0.1% 1.2 405,071 +405,071 1
SI funds › Shoulder Innovations Inc NEW 0.1% +0.1% 1.2 57,998 +57,998 1
FLXS funds › Flexsteel Industries Inc NEW 0.1% +0.1% 1.2 15,460 +15,460 1
FTK funds › Flotek Industries Inc TRIM 0.1% -0.0% 1.1 48,323 -15,435 4
CYRX funds › CryoPort Inc NEW 0.1% +0.1% 1.1 70,382 +70,382 1
MEI funds › Methode Electronics Inc NEW 0.1% +0.1% 1.1 55,911 +55,911 1
DLTH funds › Duluth Holdings Inc NEW 0.1% +0.1% 1.0 229,854 +229,854 1
TOI funds › Oncology Institute Inc/The NEW 0.1% +0.1% 1.0 188,467 +188,467 1
FRD funds › Friedman Industries Inc NEW 0.1% +0.1% 1.0 31,040 +31,040 1
EBMT funds › Eagle Bancorp Montana Inc TRIM 0.1% -0.0% 1.0 41,423 -10,651 2
RLGT funds › Radiant Logistics Inc TRIM 0.1% -0.0% 1.0 104,713 -4,308 2
IMMX funds › Immix Biopharma Inc TRIM 0.1% -0.0% 1.0 92,825 -28,031 3
SENEA funds › Seneca Foods Corp TRIM 0.1% -0.0% 1.0 5,492 -225 4
WYY funds › WidePoint Corp NEW 0.1% +0.1% 0.9 54,122 +54,122 1
AMPG funds › AmpliTech Group Inc NEW 0.1% +0.1% 0.9 134,625 +134,625 1
CLYM funds › Climb Bio Inc NEW 0.1% +0.1% 0.9 69,657 +69,657 1
ACRS funds › Aclaris Therapeutics Inc TRIM 0.1% +0.0% 0.9 171,327 -7,051 2
SPIR funds › Spire Global Inc NEW 0.1% +0.1% 0.9 47,775 +47,775 1
RRBI funds › Red River Bancshares Inc TRIM 0.1% -0.1% 0.9 9,605 -3,545 2
NVCT funds › Nuvectis Pharma Inc NEW 0.1% +0.1% 0.9 47,168 +47,168 1
KOPN funds › Kopin Corp NEW 0.1% +0.1% 0.9 192,837 +192,837 1
SND funds › Smart Sand Inc TRIM 0.1% -0.1% 0.9 171,938 -68,203 3
SFST funds › Southern First Bancshares Inc TRIM 0.1% -0.1% 0.9 13,952 -7,523 3
BWEN funds › Broadwind Inc NEW 0.1% +0.1% 0.9 176,250 +176,250 1
FISI funds › Financial Institutions Inc TRIM 0.1% -0.0% 0.8 21,546 -887 2
UMAC funds › Unusual Machines Inc /US TRIM 0.1% +0.0% 0.8 37,086 -1,530 2
ELMT funds › Elmet Group Co/The NEW 0.1% +0.1% 0.8 41,895 +41,895 1
CLFD funds › Clearfield Inc NEW 0.1% +0.1% 0.8 20,407 +20,407 1
PODC funds › LiveOne Inc NEW 0.1% +0.1% 0.8 181,514 +181,514 1
FOSL funds › Fossil Group Inc TRIM 0.1% -0.0% 0.8 192,962 -7,932 4
MGNX funds › MacroGenics Inc NEW 0.1% +0.1% 0.8 171,705 +171,705 1
AP funds › Ampco-Pittsburgh Corp TRIM 0.1% -0.0% 0.8 90,053 -25,740 3
DUOT funds › Duos Technologies Group Inc NEW 0.1% +0.1% 0.8 64,583 +64,583 1
CUSIP:03837C106 funds › Apyx Medical Corp TRIM 0.1% -0.0% 0.8 170,470 -75,965 3
GLUE funds › Monte Rosa Therapeutics Inc TRIM 0.1% -0.2% 0.7 30,416 -99,830 3
CXDO funds › Crexendo Inc NEW 0.1% +0.1% 0.7 96,642 +96,642 1
GCTS funds › GCT Semiconductor Holding Inc NEW 0.1% +0.1% 0.7 241,246 +241,246 1
QMCO funds › Quantum Corp NEW 0.1% +0.1% 0.7 64,857 +64,857 1
SATL funds › Satellogic Inc TRIM 0.1% -0.1% 0.7 124,694 -58,436 2
PDLB funds › Ponce Financial Group Inc TRIM 0.1% -0.0% 0.7 35,185 -1,450 3
OVID funds › Ovid therapeutics Inc TRIM 0.1% -0.0% 0.7 259,631 -10,667 2
TRT funds › Trio-Tech International NEW 0.1% +0.1% 0.7 54,854 +54,854 1
CMT funds › Core Molding Technologies Inc NEW 0.1% +0.1% 0.6 27,449 +27,449 1
NPCE funds › NeuroPace Inc TRIM 0.1% -0.0% 0.6 39,656 -1,633 3
CUSIP:105230106 funds › BranchOut Food Inc TRIM 0.1% +0.0% 0.6 136,047 -5,598 2
ATOM funds › Atomera Inc NEW 0.1% +0.1% 0.6 71,261 +71,261 1
ZNTL funds › Zentalis Pharmaceuticals Inc NEW 0.1% +0.1% 0.6 126,863 +126,863 1
RLMD funds › Relmada Therapeutics Inc TRIM 0.1% -0.1% 0.6 88,447 -42,488 3
CUSIP:82455M109 funds › Shimmick Corp TRIM 0.1% -0.0% 0.6 132,978 -5,472 2
CHCI funds › Comstock Holding Cos Inc NEW 0.1% +0.1% 0.6 37,502 +37,502 1
BODI funds › Beachbody Co Inc/The NEW 0.1% +0.1% 0.6 58,608 +58,608 1
STRO funds › Sutro Biopharma Inc NEW 0.0% +0.0% 0.5 16,232 +16,232 1
GLSI funds › Greenwich Lifesciences Inc EXIT 0.0% -0.1% 0.0 0 -21,430 0
SII funds › Sprott Inc EXIT 0.0% -0.4% 0.0 0 -25,647 0
GNK funds › Genco Shipping & Trading Ltd EXIT 0.0% -0.5% 0.0 0 -200,564 0
CWEN funds › Clearway Energy Group LLC EXIT 0.0% -0.4% 0.0 0 -89,997 0
ENSG funds › Ensign Group Inc/The EXIT 0.0% -0.6% 0.0 0 -27,411 0
UEC funds › Uranium Energy Corp EXIT 0.0% -0.4% 0.0 0 -274,834 0
TPB funds › Turning Point Brands Inc EXIT 0.0% -0.1% 0.0 0 -8,226 0
ESLT funds › Elbit Systems Ltd EXIT 0.0% -0.4% 0.0 0 -4,034 0
PRIM funds › Primoris Services Corp EXIT 0.0% -0.5% 0.0 0 -28,143 0
CUSIP:55380K133 funds › M-Tron Industries Inc EXIT 0.0% -0.1% 0.0 0 -30,226 0
LE funds › Lands' End Inc EXIT 0.0% -0.1% 0.0 0 -50,203 0
ALMS funds › Alumis Inc EXIT 0.0% -0.2% 0.0 0 -83,187 0
LGCY funds › Legacy Education Inc EXIT 0.0% -0.1% 0.0 0 -58,183 0
AEIS funds › Advanced Energy Industries Inc EXIT 0.0% -1.7% 0.0 0 -44,577 0
AHR funds › American Healthcare REIT Inc EXIT 0.0% -0.4% 0.0 0 -64,920 0
EGO funds › Eldorado Gold Corp EXIT 0.0% -0.3% 0.0 0 -65,140 0
DHT funds › DHT Holdings Inc EXIT 0.0% -0.7% 0.0 0 -324,678 0
CHRS funds › Coherus Oncology Inc EXIT 0.0% -0.1% 0.0 0 -309,801 0
ESQ funds › Esquire Financial Holdings Inc EXIT 0.0% -0.1% 0.0 0 -7,683 0
IPI funds › Intrepid Potash Inc EXIT 0.0% -0.1% 0.0 0 -18,994 0
WTI funds › W&T Offshore Inc EXIT 0.0% -0.1% 0.0 0 -235,576 0
CGON funds › CG oncology Inc EXIT 0.0% -0.4% 0.0 0 -46,102 0
KRMD funds › KORU Medical Systems Inc EXIT 0.0% -0.0% 0.0 0 -77,013 0
PANL funds › Pangaea Logistics Solutions Ltd EXIT 0.0% -0.1% 0.0 0 -108,229 0
GSAT funds › Globalstar Inc EXIT 0.0% -0.4% 0.0 0 -51,193 0
DMAC funds › DiaMedica Therapeutics Inc EXIT 0.0% -0.1% 0.0 0 -91,425 0
DAN funds › Dana Inc EXIT 0.0% -0.8% 0.0 0 -198,097 0
MGY funds › Peregrine EP II LLC EXIT 0.0% -0.5% 0.0 0 -139,005 0
LITE funds › Lumentum Holdings Inc EXIT 0.0% -0.4% 0.0 0 -5,182 0
FIGS funds › Figs Inc EXIT 0.0% -0.6% 0.0 0 -353,939 0
NKTR funds › Nektar Therapeutics EXIT 0.0% -0.3% 0.0 0 -36,126 0
TATT funds › First Israel Mezzanine Investors Ltd EXIT 0.0% -0.3% 0.0 0 -74,265 0
LCTX funds › Lineage Cell Therapeutics Inc EXIT 0.0% -0.1% 0.0 0 -346,615 0
EGY funds › VAALCO Energy Inc EXIT 0.0% -0.1% 0.0 0 -126,237 0
NRGV funds › Energy Vault Holdings Inc EXIT 0.0% -0.1% 0.0 0 -154,791 0
AA funds › Alcoa Corp EXIT 0.0% -0.4% 0.0 0 -50,124 0
DRUG funds › Bright Minds Biosciences Inc EXIT 0.0% -0.1% 0.0 0 -9,189 0
CUSIP:880881107 funds › Terns Pharmaceuticals Inc EXIT 0.0% -0.6% 0.0 0 -98,860 0
LTRX funds › Lantronix Inc EXIT 0.0% -0.1% 0.0 0 -122,521 0
GORO funds › Gold Resource Corp EXIT 0.0% -0.1% 0.0 0 -507,432 0
TPC funds › Tutor Perini Corp EXIT 0.0% -0.2% 0.0 0 -27,754 0
GEVO funds › Gevo Inc EXIT 0.0% -0.1% 0.0 0 -332,978 0
HCC funds › Warrior Met Coal Inc EXIT 0.0% -0.2% 0.0 0 -17,491 0
AVIR funds › Atea Pharmaceuticals Inc EXIT 0.0% -0.1% 0.0 0 -112,866 0
ELAN funds › Elanco Animal Health Inc EXIT 0.0% -0.5% 0.0 0 -171,765 0
IBRX funds › Cambridge Equities LP EXIT 0.0% -0.3% 0.0 0 -322,635 0
PPTA funds › Perpetua Resources Corp EXIT 0.0% -0.6% 0.0 0 -189,334 0
TNL funds › Travel Plus Leisure Co EXIT 0.0% -0.4% 0.0 0 -55,991 0
IDR funds › Idaho Strategic Resources Inc EXIT 0.0% -0.0% 0.0 0 -12,853 0
CUSIP:639027101 funds › Nature's Sunshine Products Inc EXIT 0.0% -0.1% 0.0 0 -38,441 0
SYPR funds › Sypris Solutions Inc EXIT 0.0% -0.0% 0.0 0 -145,420 0
KGC funds › Kinross Gold Corp EXIT 0.0% -0.3% 0.0 0 -91,882 0
ECO funds › Okeanis Eco Tankers Corp EXIT 0.0% -0.5% 0.0 0 -80,569 0
TAYD funds › Taylor Devices Inc EXIT 0.0% -0.1% 0.0 0 -13,924 0
FLS funds › Flowserve Corp EXIT 0.0% -0.4% 0.0 0 -50,239 0
NXE funds › NexGen Energy Ltd EXIT 0.0% -0.4% 0.0 0 -314,917 0
CPSH funds › CPS Technologies Corp EXIT 0.0% -0.1% 0.0 0 -153,369 0
ISSC funds › Innovative Solutions and Support Inc EXIT 0.0% -0.1% 0.0 0 -52,733 0
AROC funds › Archrock Inc EXIT 0.0% -0.6% 0.0 0 -149,616 0
BIOA funds › BioAge Labs Inc EXIT 0.0% -0.1% 0.0 0 -34,809 0
DSGN funds › Design Therapeutics Inc EXIT 0.0% -0.1% 0.0 0 -78,949 0
HRTG funds › Heritage Insurance Holdings Inc EXIT 0.0% -0.1% 0.0 0 -18,843 0
HII funds › Huntington Ingalls Industries Inc EXIT 0.0% -0.6% 0.0 0 -14,809 0
WTS funds › Watts Water Technologies Inc EXIT 0.0% -0.5% 0.0 0 -15,145 0
CTMX funds › CytomX Therapeutics Inc EXIT 0.0% -0.3% 0.0 0 -565,113 0
TTI funds › TETRA Technologies Inc EXIT 0.0% -0.2% 0.0 0 -176,117 0
BTU funds › Peabody Energy Corp EXIT 0.0% -0.4% 0.0 0 -95,886 0
PRAX funds › Praxis Precision Medicines Inc EXIT 0.0% -0.7% 0.0 0 -18,995 0
CENX funds › Century Aluminum Co EXIT 0.0% -0.6% 0.0 0 -85,714 0
STRT funds › Strattec Security Corp EXIT 0.0% -0.1% 0.0 0 -14,567 0
DC funds › Dakota Gold Corp EXIT 0.0% -0.1% 0.0 0 -125,413 0
PPIH funds › Perma-Pipe International Holdings Inc EXIT 0.0% -0.1% 0.0 0 -20,421 0
AMPX funds › Amprius Technologies Inc EXIT 0.0% -0.5% 0.0 0 -262,036 0
FIVE funds › Five Below Inc EXIT 0.0% -0.6% 0.0 0 -22,651 0
CMRE funds › Costamare Inc EXIT 0.0% -0.4% 0.0 0 -211,491 0
BKD funds › Brookdale Senior Living Inc EXIT 0.0% -0.4% 0.0 0 -276,303 0
CELC funds › Celcuity Inc EXIT 0.0% -0.6% 0.0 0 -43,591 0
AMLX funds › Amylyx Pharmaceuticals Inc EXIT 0.0% -0.1% 0.0 0 -53,256 0
STOK funds › Stoke Therapeutics Inc EXIT 0.0% -0.2% 0.0 0 -52,000 0
KTOS funds › Kratos Defense & Security Solutions Inc EXIT 0.0% -0.2% 0.0 0 -20,383 0
BOKF funds › BOK Financial Corp EXIT 0.0% -0.3% 0.0 0 -17,377 0
IVR funds › Invesco Mortgage Capital Inc EXIT 0.0% -0.1% 0.0 0 -72,293 0
RCKY funds › Rocky Brands Inc EXIT 0.0% -0.1% 0.0 0 -22,453 0
ARMP funds › Armata Pharmaceuticals Inc EXIT 0.0% -0.1% 0.0 0 -60,955 0
APA funds › APA Corp EXIT 0.0% -0.5% 0.0 0 -95,204 0
NXT funds › Nextpower Inc EXIT 0.0% -1.0% 0.0 0 -70,539 0
CRVS funds › Corvus Pharmaceuticals Inc EXIT 0.0% -0.2% 0.0 0 -138,148 0
ENTA funds › Enanta Pharmaceuticals Inc EXIT 0.0% -0.1% 0.0 0 -40,952 0
CTRE funds › CareTrust REIT Inc EXIT 0.0% -0.6% 0.0 0 -133,954 0
DTM funds › DT Midstream Inc EXIT 0.0% -0.5% 0.0 0 -29,381 0
PBF funds › PBF Energy Inc EXIT 0.0% -0.5% 0.0 0 -97,132 0
OIS funds › Oil States International Inc EXIT 0.0% -0.2% 0.0 0 -153,896 0
ONDS funds › Ondas Inc EXIT 0.0% -0.2% 0.0 0 -218,695 0
IRMD funds › iRadimed Corp EXIT 0.0% -0.6% 0.0 0 -49,995 0
ADEA funds › Adeia Inc EXIT 0.0% -0.3% 0.0 0 -123,371 0
DBD funds › Diebold Nixdorf Inc EXIT 0.0% -0.6% 0.0 0 -64,355 0
CUSIP:88362T103 funds › Thermon Group Holdings Inc EXIT 0.0% -0.4% 0.0 0 -62,328 0
ATMU funds › Atmus Filtration Technologies Inc EXIT 0.0% -0.4% 0.0 0 -66,780 0
PAHC funds › Phibro Animal Health Corp EXIT 0.0% -0.5% 0.0 0 -84,106 0
CUSIP:04546C304 funds › Assertio Holdings Inc EXIT 0.0% -0.1% 0.0 0 -45,145 0
IMAX funds › IMAX Corp EXIT 0.0% -0.2% 0.0 0 -43,082 0
PZG funds › Paramount Gold Nevada Corp EXIT 0.0% -0.1% 0.0 0 -328,997 0
HLF funds › Herbalife Ltd EXIT 0.0% -0.3% 0.0 0 -152,719 0
PARR funds › Par Pacific Holdings Inc EXIT 0.0% -0.6% 0.0 0 -77,839 0
RRC funds › Range Resources Corp EXIT 0.0% -0.3% 0.0 0 -62,535 0
KRMN funds › Karman Holdings Inc EXIT 0.0% -0.2% 0.0 0 -19,364 0
OSK funds › Oshkosh Corp EXIT 0.0% -0.4% 0.0 0 -23,336 0
CODA funds › Coda Octopus Group Inc EXIT 0.0% -0.1% 0.0 0 -73,722 0
GLNG funds › Golar LNG Ltd EXIT 0.0% -1.0% 0.0 0 -153,702 0
RIG funds › Transocean Ltd EXIT 0.0% -0.5% 0.0 0 -617,480 0
IONS funds › Ionis Pharmaceuticals Inc EXIT 0.0% -0.2% 0.0 0 -20,608 0
ERAS funds › Erasca Inc EXIT 0.0% -0.3% 0.0 0 -137,925 0
OII funds › Oceaneering International Inc EXIT 0.0% -0.5% 0.0 0 -127,269 0
TCMD funds › Tactile Systems Technology Inc EXIT 0.0% -0.1% 0.0 0 -45,922 0
FSM funds › Fortuna Mining Corp EXIT 0.0% -0.3% 0.0 0 -222,240 0
VSEC funds › VSE Corp EXIT 0.0% -0.4% 0.0 0 -20,219 0
BBIO funds › Bridgebio Pharma Inc EXIT 0.0% -0.3% 0.0 0 -31,374 0
FET funds › Forum Energy Technologies Inc EXIT 0.0% -0.3% 0.0 0 -38,453 0
SB funds › Safe Bulkers Inc EXIT 0.0% -0.1% 0.0 0 -188,539 0
MNPR funds › Monopar Therapeutics Inc EXIT 0.0% -0.0% 0.0 0 -6,225 0
LXU funds › LSB Industries Inc EXIT 0.0% -0.6% 0.0 0 -321,100 0
FSLY funds › Fastly Inc EXIT 0.0% -0.7% 0.0 0 -205,508 0
BWXT funds › BWX Technologies Inc EXIT 0.0% -0.5% 0.0 0 -21,956 0
SNDK funds › Sandisk Corp/DE EXIT 0.0% -0.3% 0.0 0 -4,636 0
HSHP funds › Himalaya Shipping Ltd EXIT 0.0% -0.6% 0.0 0 -411,523 0
IMNM funds › Immunome Inc EXIT 0.0% -0.2% 0.0 0 -71,757 0
HAS funds › Hasbro Inc EXIT 0.0% -0.5% 0.0 0 -42,593 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 1,122 268 0.52 13% 0.006 0.009 in
2026Q1 866 273 0.54 11% 0.006 0.008 in
2025Q4 898 268 0.51 10% 0.006 0.007 in
2025Q3 872 254 0.51 11% 0.006 0.007 entered
2025Q2 660 220 0.62 11% 0.007 0.000 out
2025Q1 578 246 0.00 10% 0.006 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