Fund Universe

BSW Wealth Partners

CIK 0001512601 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.641
AUM ($M)
899
Positions
331
Turnover
0.06
Top-10 wt
49%
Herfindahl
0.039
History (qtrs)
6
Excess Return
+1.0%

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Holdings · 346 positions · portfolio value $899M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR TRIM 14.7% +0.1% 131.8 175,944 -6,624 5
AVDE funds › AMERICAN CENTY ETF TR TRIM 5.9% -0.4% 53.5 599,240 -14,070 5
AVUS funds › AMERICAN CENTY ETF TR TRIM 5.1% +0.1% 45.8 357,436 -8,038 5
VTEB funds › VANGUARD MUN BD FDS ADD 4.1% +0.3% 37.3 737,502 +107,965 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 4.1% +0.1% 36.9 625,686 +69,802 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 3.9% +0.2% 34.7 46,466 +107 5
AAPL funds › APPLE INC TRIM 3.5% +0.1% 31.9 110,137 -648 5
IDEV funds › ISHARES TR TRIM 3.3% -0.2% 30.0 336,665 -5,369 5
AVEM funds › AMERICAN CENTY ETF TR ADD 2.3% +0.2% 20.3 210,863 +4,362 5
AOR funds › ISHARES TR ADD 2.1% +0.2% 19.2 276,966 +25,313 5
IEMG funds › ISHARES INC TRIM 2.1% +0.1% 18.5 223,409 -1,034 5
CRBN funds › ISHARES TR ADD 1.6% +0.3% 14.0 55,343 +8,199 5
NVDA funds › NVIDIA CORPORATION ADD 1.4% +0.1% 12.6 63,196 +86 5
AVES funds › AMERICAN CENTY ETF TR TRIM 1.4% -0.0% 12.2 186,691 -5,834 5
AVUV funds › AMERICAN CENTY ETF TR TRIM 1.3% +0.0% 11.3 90,770 -1,087 5
IEFA funds › ISHARES TR TRIM 1.2% -0.1% 11.1 114,416 -5,442 5
IAU funds › ISHARES GOLD TR TRIM 1.2% -0.4% 10.8 143,524 -10,030 5
TRMB funds › TRIMBLE INC TRIM 1.2% -0.5% 10.8 210,903 -14 3 -55.2%
GOOG funds › ALPHABET INC TRIM 1.1% +0.1% 10.2 29,006 -111 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 1.1% -0.0% 10.1 141,334 -6,558 5
MUB funds › ISHARES TR TRIM 1.1% -0.1% 10.0 92,559 -2,077 5
VTI funds › VANGUARD INDEX FDS TRIM 1.0% -0.0% 8.8 23,909 -2,223 5
CUSIP:921910733 funds › VANGUARD WORLD FD TRIM 0.9% +0.1% 7.8 59,242 -358 5
VOO funds › VANGUARD INDEX FDS TRIM 0.8% +0.0% 7.4 10,737 -244 5
AMZN funds › AMAZON COM INC TRIM 0.7% +0.0% 6.7 27,902 -693 5
GOOGL funds › ALPHABET INC ADD 0.7% +0.1% 6.6 18,466 +588 5
ESGD funds › ISHARES TR ADD 0.6% -0.0% 5.7 55,813 +387 5
MSFT funds › MICROSOFT CORP TRIM 0.6% -0.1% 5.7 15,173 -430 5
EFA funds › ISHARES TR TRIM 0.6% -0.1% 5.4 51,715 -3,872 5
IJH funds › ISHARES TR TRIM 0.6% +0.0% 5.3 69,167 -1,567 5
AVGO funds › BROADCOM INC TRIM 0.6% +0.1% 5.3 13,936 -204 5
IWM funds › ISHARES TR TRIM 0.6% +0.0% 5.2 17,315 -1,436 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.6% +0.2% 5.2 12,050 -7,310 5
ACWI funds › ISHARES TR TRIM 0.5% +0.0% 4.9 30,930 -66 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.5% +0.1% 4.8 10,045 +136 5
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.2% 4.4 10,210 -292 5
MGV funds › VANGUARD WORLD FD TRIM 0.5% -0.1% 4.2 25,462 -8,828 5
LLY funds › ELI LILLY & CO TRIM 0.5% +0.1% 4.1 3,390 -73 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.4% -0.0% 3.7 11,347 -219 5
NUSC funds › NUSHARES ETF TR TRIM 0.4% -0.0% 3.6 68,509 -11,842 5
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.4% +0.0% 3.5 22,524 +995 5
INTC funds › INTEL CORP TRIM 0.4% +0.2% 3.5 25,222 -9,149 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.4% +0.3% 3.5 3,017 -146 5
XVV funds › ISHARES TR TRIM 0.4% -0.0% 3.3 57,656 -5,124 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.3% +0.1% 3.1 16,484 +0 5
NULV funds › NUSHARES ETF TR TRIM 0.3% -0.1% 3.1 61,429 -25,015 5
AMAT funds › APPLIED MATLS INC TRIM 0.3% +0.2% 3.1 4,222 -151 5
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.1% 3.0 4,063 +648 5
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 2.9 5,130 -233 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.3% +0.1% 2.8 4,788 -3,633 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.3% -0.0% 2.7 45,962 -3,266 5
PG funds › PROCTER & GAMBLE CO TRIM 0.3% -0.1% 2.7 18,195 -7,073 5
ABBV funds › ABBVIE INC TRIM 0.3% +0.0% 2.6 10,424 -72 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.3% +0.0% 2.6 94,660 -941 5
CAT funds › CATERPILLAR INC TRIM 0.3% +0.1% 2.6 2,413 -33 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.3% -0.1% 2.6 21,960 -83 4 -23.8%
EEM funds › ISHARES TR TRIM 0.3% +0.0% 2.6 37,381 -966 5
KO funds › COCA COLA CO TRIM 0.3% -0.0% 2.5 30,724 -47 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.3% -0.0% 2.4 4,784 -279 5
V funds › VISA INC ADD 0.3% +0.0% 2.4 6,889 +53 5
MRK funds › MERCK & CO INC TRIM 0.3% -0.0% 2.3 17,580 -414 5
EMSF funds › MATTHEWS INTL FDS TRIM 0.2% +0.0% 2.2 51,116 -7,575 5 +25.2%
VBR funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 2.1 8,689 +455 5
IWF funds › ISHARES TR ADD 0.2% +0.0% 2.1 16,806 +12,782 5
ASML funds › ASML HLDG NV ADD 0.2% +0.1% 2.1 1,034 +11 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.2% +0.0% 2.0 5,999 -28 5
ESML funds › ISHARES TR ADD 0.2% +0.0% 1.8 32,613 +5,853 5
SCHB funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 1.8 62,590 -906 5
LIN funds › LINDE PLC TRIM 0.2% -0.1% 1.8 3,488 -1,920 5
ASX funds › ASE TECHNOLOGY HLDG CO LTD TRIM 0.2% +0.1% 1.7 37,193 -1,786 5
PFE funds › PFIZER INC TRIM 0.2% -0.1% 1.6 66,011 -1,462 5
KLAC funds › KLA CORP ADD 0.2% +0.1% 1.6 5,139 +4,592 5
GEV funds › GE VERNOVA INC TRIM 0.2% +0.0% 1.5 1,303 -45 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.2% +0.1% 1.5 4,446 -111 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.2% +0.0% 1.5 1,469 -68 5
SNPS funds › SYNOPSYS INC ADD 0.2% +0.0% 1.5 3,329 +757 5
STRL funds › STERLING INFRASTRUCTURE INC HOLD 0.2% +0.1% 1.5 1,763 +0 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.2% -0.0% 1.4 4,122 -177 5
HD funds › HOME DEPOT INC TRIM 0.2% -0.0% 1.4 3,842 -569 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 1.3 5,260 -232 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 1.3 13,802 -146 5
WELL funds › WELLTOWER INC TRIM 0.1% +0.0% 1.3 5,831 -186 5
PEP funds › PEPSICO INC TRIM 0.1% -0.1% 1.3 9,774 -4,900 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.1% +0.0% 1.3 9,066 -98 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 1.3 2,507 -27 5
UNP funds › UNION PAC CORP TRIM 0.1% +0.0% 1.3 4,719 -4 5
CRSR funds › CORSAIR GAMING INC NEW 0.1% +0.1% 1.3 132,000 +132,000 1 +1274.2%
WMT funds › WALMART INC TRIM 0.1% -0.0% 1.3 11,263 -293 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 1.3 1,340 +61 5
IWD funds › ISHARES TR TRIM 0.1% +0.0% 1.2 5,098 -50 5
TJX funds › TJX COS INC NEW TRIM 0.1% -0.0% 1.2 7,904 -516 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 1.2 8,081 -585 5
NFLX funds › NETFLIX INC. ADD 0.1% -0.1% 1.2 16,382 +188 5
GLD funds › SPDR GOLD TR ADD 0.1% -0.0% 1.2 3,174 +339 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% -0.0% 1.2 8,504 -151 5
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 1.1 12,467 +479 5
LUMN funds › LUMEN TECHNOLOGIES INC ADD 0.1% +0.0% 1.1 147,078 +11,000 5
TSLA funds › TESLA INC TRIM 0.1% +0.0% 1.1 2,683 -80 5
C funds › CITIGROUP INC TRIM 0.1% +0.0% 1.1 7,996 -21 5
VV funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 1.1 3,250 +0 5
VB funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 1.1 3,608 -350 5
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 1.1 9,060 +161 5
PWR funds › QUANTA SVCS INC TRIM 0.1% +0.0% 1.1 1,472 -112 5
WAB funds › WABTEC ADD 0.1% -0.0% 1.1 3,923 +50 5
MS funds › MORGAN STANLEY TRIM 0.1% -0.0% 1.0 4,798 -1,796 5
UMC funds › UNITED MICROELECTRONICS CORP TRIM 0.1% +0.1% 1.0 36,773 -2,504 5
DOV funds › DOVER CORP TRIM 0.1% -0.0% 1.0 4,394 -173 5
VBK funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 1.0 2,692 -179 5
CIB funds › GRUPO CIBEST SA TRIM 0.1% -0.0% 1.0 12,304 -1,173 5 +76.6%
IBN funds › ICICI BANK LIMITED ADD 0.1% +0.0% 1.0 33,533 +1,680 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 1.0 3,460 -38 5 -32.8%
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA TRIM 0.1% +0.0% 1.0 37,954 -548 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.9 2,266 -99 5
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 0.9 2,598 -116 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% +0.1% 0.9 1,435 -31 2 +199.5%
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 0.9 4,906 -552 5
IWB funds › ISHARES TR HOLD 0.1% +0.0% 0.9 2,197 +0 5
IEI funds › ISHARES TR ADD 0.1% +0.0% 0.9 7,620 +1,880 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.1% +0.0% 0.9 3,542 -33 5
KB funds › KB FINL GROUP INC ADD 0.1% +0.0% 0.9 8,265 +1,362 5 +35.1%
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.1% -0.0% 0.8 14,637 +1,246 5
SPDW funds › SPDR INDEX SHS FDS TRIM 0.1% -0.0% 0.8 16,192 -503 5
USB funds › US BANCORP TRIM 0.1% +0.0% 0.8 13,465 -584 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.1% -0.0% 0.8 4,427 -32 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.8 18,828 +526 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% -0.0% 0.8 4,465 +4,267 5
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.0% 0.8 4,794 -190 5
ANET funds › ARISTA NETWORKS INC TRIM 0.1% +0.0% 0.8 4,667 -226 5
GILD funds › GILEAD SCIENCES INC TRIM 0.1% -0.0% 0.8 6,275 -18 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.1% +0.0% 0.8 3,384 +159 5
SCHX funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.8 25,633 +10,211 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.1% +0.0% 0.8 2,143 -122 4 +97.5%
NMR funds › NOMURA HLDGS INC TRIM 0.1% -0.0% 0.7 84,749 -9,725 5
BALL funds › BALL CORP TRIM 0.1% -0.0% 0.7 11,922 -1,012 5
ALL funds › ALLSTATE CORP ADD 0.1% +0.0% 0.7 3,062 +262 5
CME funds › CME GROUP INC ADD 0.1% -0.0% 0.7 3,249 +8 5
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 0.7 4,555 +190 5
RKLB funds › ROCKET LAB CORP ADD 0.1% +0.0% 0.7 6,980 +369 3 +105.8%
PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD 0.1% -0.0% 0.7 23,327 +0 5
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.1% +0.0% 0.7 7,210 -643 4 +23.0%
SIVR funds › ABRDN SILVER ETF TRUST HOLD 0.1% -0.0% 0.7 12,252 +0 5
GWW funds › WW GRAINGER INC TRIM 0.1% +0.0% 0.7 506 -4 5
A funds › AGILENT TECHNOLOGIES INC ADD 0.1% +0.0% 0.7 5,167 +47 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.1% +0.0% 0.7 4,646 +749 5
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.1% -0.0% 0.7 5,130 +110 4 -24.9%
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.1% +0.0% 0.7 956 -4 5
PGR funds › PROGRESSIVE CORP ADD 0.1% +0.0% 0.7 3,070 +629 5
WF funds › WOORI FINL GROUP INC ADD 0.1% -0.0% 0.7 11,640 +600 5
SAP funds › SAP SE TRIM 0.1% -0.0% 0.7 4,246 -586 5
BX funds › BLACKSTONE INC ADD 0.1% -0.0% 0.7 5,539 +291 5
SYY funds › SYSCO CORP ADD 0.1% +0.0% 0.6 7,765 +647 5
T funds › AT&T INC TRIM 0.1% -0.0% 0.6 30,614 -1,381 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 0.6 2,851 -951 5
PLD funds › PROLOGIS INC. TRIM 0.1% -0.0% 0.6 4,631 -235 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.1% -0.0% 0.6 3,952 -463 5
SPGI funds › S&P GLOBAL INC TRIM 0.1% -0.0% 0.6 1,533 -57 5
CHT funds › CHUNGHWA TELECOM CO LTD ADD 0.1% +0.0% 0.6 14,085 +3,521 3 -17.8% re-entry
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.1% -0.0% 0.6 1,242 +17 5
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.1% -0.0% 0.6 16,889 -1,438 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% -0.0% 0.6 8,533 +307 5
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.6 19,263 -2,364 5
NOW funds › SERVICENOW INC ADD 0.1% -0.0% 0.6 6,105 +317 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.6 4,048 -180 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.1% +0.0% 0.6 785 -158 5 +47.4%
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% +0.0% 0.6 1,773 -41 4 +99.6%
VXF funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.6 2,410 +0 5
PCAR funds › PACCAR INC TRIM 0.1% -0.0% 0.6 4,902 -162 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.6 6,772 +5,644 5
HCA funds › HCA HEALTHCARE INC TRIM 0.1% -0.0% 0.6 1,465 -30 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.6 1,917 +1,917 1 +186.9% re-entry
RS funds › RELIANCE INC TRIM 0.1% -0.0% 0.6 1,489 -820 5
TFC funds › TRUIST FINL CORP ADD 0.1% +0.0% 0.5 11,011 +754 5
GLW funds › CORNING INC TRIM 0.1% +0.0% 0.5 2,133 -192 2 +33.4%
HSBC funds › HSBC HLDGS PLC TRIM 0.1% +0.0% 0.5 5,614 -79 5
BIIB funds › BIOGEN INC ADD 0.1% +0.0% 0.5 2,462 +388 4 +29.5%
SKM funds › SK TELECOM CO LTD ADD 0.1% +0.0% 0.5 16,349 +1,740 2 +2.1%
LYV funds › LIVE NATION ENTERTAINMENT IN ADD 0.1% +0.0% 0.5 2,854 +71 5
INTU funds › INTUIT ADD 0.1% -0.0% 0.5 2,002 +191 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.0% 0.5 2,603 -201 5 -11.6%
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 0.5 1,528 -792 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% -0.0% 0.5 2,162 -635 5
GSK funds › GSK PLC TRIM 0.1% -0.0% 0.5 9,689 -757 4 +8.3%
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 0.5 2,385 +14 5
DLR funds › DIGITAL RLTY TR INC ADD 0.1% +0.0% 0.5 2,823 +335 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.1% +0.0% 0.5 5,451 +1,574 5
SONY funds › SONY GROUP CORP TRIM 0.1% -0.0% 0.5 25,030 -1,148 5
SDY funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.5 3,277 +4 5
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 0.5 478 -14 2 +6.4% re-entry
DE funds › DEERE & CO ADD 0.1% +0.0% 0.5 781 +28 5
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.5 1,318 -9 5
RSPT funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 0.5 7,622 +3 5
VO funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 0.5 5,967 +4,150 5
KDP funds › KEURIG DR PEPPER INC ADD 0.1% +0.0% 0.5 13,886 +1,922 5
CUSIP:920253101 funds › VALMONT INDS INC HOLD 0.0% +0.0% 0.4 750 +0 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.4 11,990 +2,443 5
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 0.4 1,350 -349 5
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.0% +0.0% 0.4 1,128 -51 5
RPM funds › RPM INTL INC ADD 0.0% +0.0% 0.4 3,803 +613 4 -27.8%
VDE funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.4 2,789 +0 5
TIP funds › ISHARES TR ADD 0.0% -0.0% 0.4 3,774 +338 4 -20.0%
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 0.4 1,038 -102 5
XYL funds › XYLEM INC TRIM 0.0% -0.0% 0.4 3,444 -563 4 -36.0%
NVS funds › NOVARTIS AG TRIM 0.0% -0.0% 0.4 2,595 -177 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.4 3,392 +2,968 5
WIT funds › WIPRO LTD TRIM 0.0% -0.0% 0.4 176,683 -47,916 5
CBRE funds › CBRE GROUP INC TRIM 0.0% -0.0% 0.4 2,949 -26 5
SCHE funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.4 10,953 -60 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.4 778 -121 5
NBIS funds › NEBIUS GROUP N.V. NEW 0.0% +0.0% 0.4 1,427 +1,427 1 +267.3% re-entry
NTRS funds › NORTHERN TR CORP TRIM 0.0% +0.0% 0.4 2,266 -88 2 +43.4%
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.4 2,292 -324 5
O funds › REALTY INCOME CORP TRIM 0.0% -0.0% 0.4 6,282 -16 4 -8.9%
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.4 2,042 +13 5
TS funds › TENARIS S A TRIM 0.0% -0.0% 0.4 6,964 -939 4 +31.6%
FNB funds › F N B CORP TRIM 0.0% +0.0% 0.4 20,165 -2 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.0% -0.0% 0.4 1,418 -37 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.0% +0.0% 0.4 397 -214 2 +443.8%
DIA funds › STATE STR SPDR DOW JONES IND NEW 0.0% +0.0% 0.4 727 +727 1 +15.1%
REGN funds › REGENERON PHARMACEUTICALS ADD 0.0% -0.0% 0.4 605 +87 4 +17.3%
CMI funds › CUMMINS INC TRIM 0.0% +0.0% 0.4 528 -2 4 +38.8%
FWONK funds › LIBERTY MEDIA CORP DEL NEW 0.0% +0.0% 0.4 3,871 +3,871 1 +49.2%
VTR funds › VENTAS INC ADD 0.0% +0.0% 0.4 4,100 +1,628 2 -17.5%
STT funds › STATE STR CORP ADD 0.0% +0.0% 0.4 2,141 +223 2 +103.1%
EBAY funds › EBAY INC. ADD 0.0% +0.0% 0.4 3,240 +108 5
CVMC funds › MORGAN STANLEY ETF TRUST TRIM 0.0% +0.0% 0.4 4,754 -86 4 +6.6%
AVXC funds › AMERICAN CENTY ETF TR TRIM 0.0% +0.0% 0.4 4,175 -25 5
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 0.4 4,916 -32 5
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.0% -0.0% 0.4 1,486 -105 5 +2.0%
HUBB funds › HUBBELL INC TRIM 0.0% -0.0% 0.4 672 -44 5 -0.1%
VIV funds › TELEFONICA BRASIL SA TRIM 0.0% -0.0% 0.3 26,449 -9,621 5
IGIB funds › ISHARES TR HOLD 0.0% -0.0% 0.3 6,500 +0 5
LYG funds › LLOYDS BANKING GROUP PLC TRIM 0.0% -0.0% 0.3 59,279 -31,184 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 0.0% +0.0% 0.3 1,360 +54 5
WPM funds › WHEATON PRECIOUS METALS CORP NEW 0.0% +0.0% 0.3 2,984 +2,984 1 -7.5%
CTVA funds › CORTEVA INC ADD 0.0% -0.0% 0.3 3,912 +300 2 -27.5%
SMFG funds › SUMITOMO MITSUI FIN GRP INC TRIM 0.0% +0.0% 0.3 13,993 -182 5
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 0.3 773 +9 5 +5.0%
MDT funds › MEDTRONIC PLC NEW 0.0% +0.0% 0.3 4,203 +4,203 1 +82.4% re-entry
ESGG funds › FLEXSHARES TR HOLD 0.0% +0.0% 0.3 1,407 +0 5
MELI funds › MERCADOLIBRE INC TRIM 0.0% -0.0% 0.3 192 -28 5
SNA funds › SNAP ON INC TRIM 0.0% -0.0% 0.3 807 -63 4 +5.2%
RSG funds › REPUBLIC SVCS INC ADD 0.0% +0.0% 0.3 1,517 +266 2 -36.3%
NTES funds › NETEASE COM INC ADD 0.0% +0.0% 0.3 2,512 +365 2 -18.0%
SJM funds › SMUCKER J M CO TRIM 0.0% -0.0% 0.3 2,859 -458 4 -7.9%
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% -0.0% 0.3 3,479 -196 5
CBOE funds › CBOE GLOBAL MKTS INC ADD 0.0% -0.0% 0.3 1,313 +179 2 -21.7%
HAL funds › HALLIBURTON CO TRIM 0.0% -0.0% 0.3 9,260 -225 3 +20.0%
URI funds › UNITED RENTALS INC TRIM 0.0% +0.0% 0.3 277 -16 5
NEE funds › NEXTERA ENERGY INC TRIM 0.0% -0.0% 0.3 3,553 -35 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.0% -0.0% 0.3 2,447 +173 5
MPLX funds › MPLX LP HOLD 0.0% -0.0% 0.3 5,376 +0 5
EIX funds › EDISON INTL NEW 0.0% +0.0% 0.3 4,062 +4,062 1 +1.0%
FITB funds › FIFTH THIRD BANCORP NEW 0.0% +0.0% 0.3 5,338 +5,338 1 +103.8%
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.0% -0.0% 0.3 724 -8 5
TAK funds › TAKEDA PHARMACEUTICAL CO LTD ADD 0.0% -0.0% 0.3 18,552 +2,721 4 -4.5%
NXPI funds › NXP SEMICONDUCTORS N V NEW 0.0% +0.0% 0.3 1,058 +1,058 1 -83.1% re-entry
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.3 1,305 +1,305 1 -11.2%
XLF funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.3 5,445 +11 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.3 1,739 -49 5
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.3 1,883 +1,883 1 +140.9%
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.3 1,302 +1,302 1 -104.9%
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.3 3,438 -85 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.3 1,874 -204 4 -0.0%
SPLV funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.3 3,755 -602 5
LPL funds › LG DISPLAY CO LTD ADD 0.0% +0.0% 0.3 72,262 +29,583 5
MCD funds › MCDONALDS CORP TRIM 0.0% -0.0% 0.3 1,034 -26 5
BAC funds › BANK OF AMER CORP TRIM 0.0% +0.0% 0.3 4,899 -193 5 +11.9%
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 0.3 1,425 -92 5
MCO funds › MOODYS CORP ADD 0.0% -0.0% 0.3 612 +11 5
COLB funds › COLUMBIA BKG SYS INC ADD 0.0% +0.0% 0.3 8,570 +1 5
SNY funds › SANOFI SA TRIM 0.0% -0.0% 0.3 6,431 -1,702 5
AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.3 2,308 +378 2 -18.1% re-entry
DASH funds › DOORDASH INC NEW 0.0% +0.0% 0.3 1,462 +1,462 1 +206.6% re-entry
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.0% -0.0% 0.3 797 -333 3 +8.1% re-entry
PRU funds › PRUDENTIAL FINL INC ADD 0.0% +0.0% 0.3 2,436 +148 5
PNR funds › PENTAIR PLC TRIM 0.0% -0.0% 0.3 3,408 -473 3 -68.0% re-entry
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.0% -0.0% 0.3 1,167 -748 5
IWV funds › ISHARES TR HOLD 0.0% +0.0% 0.3 609 +0 2 +0.0%
AIG funds › AMERICAN INTL GROUP INC ADD 0.0% -0.0% 0.3 3,441 +56 5
VTHR funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% +0.0% 0.3 771 +0 5 +0.2%
ABNB funds › AIRBNB INC ADD 0.0% +0.0% 0.3 1,769 +156 2 +92.5%
SHOP funds › SHOPIFY INC ADD 0.0% +0.0% 0.3 2,208 +328 5
DGX funds › QUEST DIAGNOSTICS INC NEW 0.0% +0.0% 0.3 1,186 +1,186 1 +119.7%
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.0% 0.2 5,794 -2,077 5
GGB funds › GERDAU SA ADD 0.0% +0.0% 0.2 61,049 +6,886 5
CCEP funds › COCA-COLA EUROPACIFIC PARTNE NEW 0.0% +0.0% 0.2 2,460 +2,460 1 +64.1%
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.2 825 +825 1 -48.7%
SHG funds › SHINHAN FINANCIAL GROUP CO L ADD 0.0% +0.0% 0.2 3,841 +425 2 -12.6%
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.0% -0.0% 0.2 1,962 +48 5
STZ funds › CONSTELLATION BRANDS INC NEW 0.0% +0.0% 0.2 1,724 +1,724 1 -43.3% re-entry
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.2 664 -2 4 +6.4%
MET funds › METLIFE INC NEW 0.0% +0.0% 0.2 2,773 +2,773 1 +94.1% re-entry
AOM funds › ISHARES TR NEW 0.0% +0.0% 0.2 4,696 +4,696 1 -11.9%
XCEM funds › COLUMBIA ETF TR II TRIM 0.0% -0.0% 0.2 4,379 -1,011 5
HSY funds › HERSHEY CO ADD 0.0% -0.0% 0.2 1,314 +172 5
DFAI funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.2 5,578 -196 4 +2.5%
RCL funds › ROYAL CARIBBEAN GROUP TRIM 0.0% +0.0% 0.2 722 -9 2 -41.1%
AER funds › AERCAP HOLDINGS NV NEW 0.0% +0.0% 0.2 1,569 +1,569 1 +20.6% re-entry
DOCN funds › DIGITALOCEAN HLDGS INC TRIM 0.0% -0.1% 0.2 1,456 -12,500 5
BAP funds › CREDICORP LTD TRIM 0.0% -0.0% 0.2 581 -34 2 +17.4% re-entry
DHR funds › DANAHER CORP DEL ADD 0.0% -0.0% 0.2 1,182 +65 5
AMX funds › AMERICA MOVIL SAB DE CV TRIM 0.0% -0.0% 0.2 8,633 -1,151 2 -36.6%
EMXC funds › ISHARES INC NEW 0.0% +0.0% 0.2 2,169 +2,169 1 -3.7% re-entry
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.2 1,304 -8 2 +98.2%
CSX funds › CSX CORP NEW 0.0% +0.0% 0.2 4,606 +4,606 1 +18.2% re-entry
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 0.2 2,223 -331 5
ITOT funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,329 +1,329 1 +4.0% re-entry
TEL funds › TE CONNECTIVITY PLC TRIM 0.0% -0.0% 0.2 1,077 -186 5
LNG funds › CHENIERE ENERGY INC TRIM 0.0% -0.0% 0.2 897 -68 2 +25.5% re-entry
EFG funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,694 +1,694 1 +9.7% re-entry
ESGE funds › ISHARES INC NEW 0.0% +0.0% 0.2 3,847 +3,847 1 -6.4%
CARR funds › CARRIER GLOBAL CORPORATION TRIM 0.0% -0.0% 0.2 2,867 -908 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 3,956 -869 2 +5.9%
NET funds › CLOUDFLARE INC NEW 0.0% +0.0% 0.2 855 +855 1 +517.8%
TT funds › TRANE TECHNOLOGIES PLC NEW 0.0% +0.0% 0.2 426 +426 1 -4.1% re-entry
BCH funds › BANCO DE CHILE NEW 0.0% +0.0% 0.2 5,188 +5,188 1 +33.1%
AMT funds › AMERICAN TOWER CORP NEW 0.0% +0.0% 0.2 1,259 +1,259 1 -24.3% re-entry
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 0.2 4,557 +4,557 1 +981.7%
CHRW funds › C H ROBINSON WORLDWIDE IN NEW 0.0% +0.0% 0.2 1,087 +1,087 1 -65.9%
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 0.2 1,996 +1,996 1 -17.4%
INFY funds › INFOSYS LTD TRIM 0.0% -0.0% 0.2 19,162 -8,217 5
SRE funds › SEMPRA TRIM 0.0% -0.0% 0.2 2,164 -250 3 -30.2%
ELPC funds › COMPANHIA PARANAENSE DE ENER NEW 0.0% +0.0% 0.2 16,671 +16,671 1 -66.7%
KT funds › KT CORP ADD 0.0% -0.0% 0.2 10,623 +122 5
PPLT funds › ABRDN PLATINUM ETF TRUST ADD 0.0% -0.0% 0.2 12,090 +10,917 3 -5.5%
NOK funds › NOKIA CORP TRIM 0.0% +0.0% 0.2 11,777 -1,159 5
ABEV funds › AMBEV SA TRIM 0.0% -0.0% 0.1 42,676 -12,622 5 -15.6%
MVIS funds › MICROVISION INC DEL HOLD 0.0% -0.0% 0.1 400,000 +0 5
PTY funds › PIMCO CORPORATE & INCOME OPP ADD 0.0% -0.0% 0.1 10,597 +60 2 -40.4%
GRAB funds › GRAB HOLDINGS LIMITED ADD 0.0% +0.0% 0.1 16,794 +3,220 4 -51.6%
CIG funds › CIA ENERGETICA DE MINAS GERA ADD 0.0% -0.0% 0.0 14,742 +2,794 3 -30.7% re-entry
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -2,616 0
ACWV funds › ISHARES INC EXIT 0.0% -0.0% 0.0 0 -2,302 0
MKC funds › MCCORMICK & CO INC EXIT 0.0% -0.0% 0.0 0 -4,306 0 -70.7%
VMC funds › VULCAN MATLS CO EXIT 0.0% -0.0% 0.0 0 -1,139 0 -32.3%
NAGE funds › NIAGEN BIOSCIENCE INC EXIT 0.0% -0.1% 0.0 0 -154,000 0
CI funds › THE CIGNA GROUP EXIT 0.0% -0.0% 0.0 0 -947 0 -42.4% re-entry
DLTR funds › DOLLAR TREE INC EXIT 0.0% -0.0% 0.0 0 -1,899 0 -47.3%
EXC funds › EXELON CORP EXIT 0.0% -0.0% 0.0 0 -4,945 0 -34.1%
CPRT funds › COPART INC EXIT 0.0% -0.0% 0.0 0 -6,607 0 -76.4% re-entry
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -0.0% 0.0 0 -2,225 0
OTIS funds › OTIS WORLDWIDE CORP EXIT 0.0% -0.0% 0.0 0 -3,503 0
BPRE funds › BLUEROCK PVT REAL ESTATE FD EXIT 0.0% -1.1% 0.0 0 -534,972 0 -2.2%
HMC funds › HONDA MOTOR CO LTD EXIT 0.0% -0.0% 0.0 0 -12,838 0
WM funds › WASTE MGMT INC DEL EXIT 0.0% -0.0% 0.0 0 -933 0 -57.6%
BNL funds › BROADSTONE NET LEASE INC EXIT 0.0% -0.1% 0.0 0 -39,942 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 899 331 0.06 49% 0.039 0.638 in
2026Q1 819 312 0.05 48% 0.039 0.663 in
2025Q4 833 322 0.06 48% 0.040 0.588 in
2025Q3 803 324 0.05 50% 0.043 0.633 in
2025Q2 730 318 0.07 50% 0.042 0.616 entered
2025Q1 659 306 0.00 50% 0.040 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