Fund Universe

Bollard Group LLC

CIK 0001556218 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.801
AUM ($M)
3,286
Positions
308
Turnover
0.15
Top-10 wt
66%
Herfindahl
0.083
History (qtrs)
6
Excess Return
-9.9%

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Holdings · 328 positions · portfolio value $3,286M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
BSX funds › BOSTON SCIENTIFIC CORP TRIM 23.9% -11.6% 786.2 18,420,720 -111,453 5
CAT funds › CATERPILLAR INC ADD 7.6% +2.6% 249.4 234,170 +5,118 5
LLY funds › ELI LILLY & CO ADD 7.2% +1.8% 236.5 197,160 +6,488 5
AMZN funds › AMAZON COM INC ADD Common Stock 5.5% +0.7% 181.7 762,206 +8,019 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 5.4% +5.4% 178.2 238,673 +237,780 5
SCCO funds › SOUTHERN COPPER CORP ADD 4.8% +0.2% 157.0 900,733 +38,783 5
GOOG funds › ALPHABET INC ADD Common Stock 4.7% +1.0% 155.9 441,256 +13,531 5
MSFT funds › MICROSOFT CORP ADD 3.3% +0.1% 107.8 288,861 +4,615 5
OKE funds › ONEOK INC NEW ADD 2.0% -0.0% 65.2 750,404 +28,572 5
AEP funds › AMERICAN ELEC PWR CO INC ADD Common Stock 1.9% +0.2% 63.2 462,273 +40,965 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 1.9% +0.0% 62.3 1,693,907 +73,852 5
MS funds › MORGAN STANLEY ADD 1.6% +0.4% 53.5 256,087 +8,610 5
JPM funds › JPMORGAN CHASE & CO ADD 1.5% +0.2% 49.1 149,952 +3,383 5
WMT funds › WALMART INC ADD 1.1% -0.1% 37.7 333,037 +5,500 5
SO funds › SOUTHERN CO ADD 1.0% +0.0% 34.0 355,146 +15,005 5
DE funds › DEERE & CO ADD 1.0% +0.1% 33.1 52,175 +2,141 5
IT funds › GARTNER INC TRIM 1.0% -0.8% 32.9 253,879 -110,583 5
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.9% +0.0% 31.1 62,107 +0 5
NVDA funds › NVIDIA CORPORATION ADD 0.9% +0.1% 29.5 147,621 +3,360 5
PAA funds › PLAINS ALL AMERN PIPELINE L ADD 0.9% +0.0% 28.1 1,264,189 +48,333 5
EMR funds › EMERSON ELEC CO ADD 0.8% +0.1% 27.5 192,056 +10,241 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.8% +0.0% 26.4 325,124 +13,758 5
KKR funds › KKR & CO INC ADD 0.8% -0.0% 25.9 281,707 +394 5
MPLX funds › MPLX LP ADD 0.7% +0.0% 24.3 431,910 +26,182 5
KMI funds › KINDER MORGAN INC DEL ADD 0.7% -0.0% 23.7 742,360 +36,684 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.7% +0.0% 23.5 185,749 +8,105 5
CVX funds › CHEVRON CORPORATION ADD 0.7% -0.2% 22.6 136,295 +849 5
GIS funds › GENERAL MILLS INC ADD 0.6% +0.6% 20.6 591,078 +587,891 5
VLO funds › VALERO ENERGY CORP ADD 0.6% +0.0% 19.2 73,567 +355 5
ET funds › ENERGY TRANSFER L P ADD 0.6% +0.0% 19.0 995,183 +38,742 5
KO funds › COCA COLA CO ADD 0.6% +0.1% 19.0 233,674 +12,343 5
AAPL funds › APPLE INC ADD 0.6% +0.1% 18.9 65,429 +1,247 5
MRK funds › MERCK & CO INC ADD 0.6% +0.1% 18.9 146,931 +8,166 5
PSX funds › PHILLIPS 66 ADD 0.6% -0.0% 18.6 109,875 +605 5
COP funds › CONOCOPHILLIPS ADD 0.5% -0.1% 15.5 149,338 +883 5
JNJ funds › JOHNSON & JOHNSON ADD 0.5% +0.1% 15.4 60,481 +4,758 5
BP funds › BP PLC ADD 0.4% -0.1% 13.5 364,335 +4,119 5
GOOGL funds › ALPHABET INC ADD Common Stock 0.4% +0.1% 13.4 37,623 +221 5
ENB funds › ENBRIDGE INC ADD 0.4% +0.0% 12.5 230,742 +16,121 5
V funds › VISA INC ADD 0.4% +0.1% 12.3 35,800 +3,871 5
FE funds › FIRSTENERGY CORP ADD 0.4% -0.0% 12.0 252,029 +4,182 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.4% +0.1% 11.9 11,814 +46 5
BAC funds › BANK OF AMER CORP ADD 0.3% +0.1% 11.2 196,288 +3,343 5
PM funds › PHILIP MORRIS INTL INC ADD 0.3% +0.0% 11.1 61,292 +58 5
TECX funds › TECTONIC THERAPEUTIC INC HOLD 0.3% +0.0% 10.4 302,953 +0 5
FTS funds › FORTIS INC ADD 0.3% +0.0% 10.3 180,613 +5,125 5
TSLA funds › TESLA INC TRIM 0.3% -0.1% 10.2 24,224 -11,040 5
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.1% 9.0 12,192 +1,460 5
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 9.0 15,935 -4,579 5
LOW funds › LOWES COS INC ADD 0.3% -0.0% 8.8 39,950 +2,387 5
NI funds › NISOURCE INC ADD 0.3% +0.0% 8.6 181,297 +4,108 5
PLD funds › PROLOGIS INC. ADD 0.3% +0.0% 8.3 61,053 +472 5
ABT funds › ABBOTT LABORATORIES ADD Common Stock 0.2% -0.0% 7.3 80,925 +1,152 5
UNP funds › UNION PAC CORP ADD 0.2% +0.0% 7.1 26,190 +111 5
VOO funds › VANGUARD INDEX FDS ADD 0.2% +0.1% 7.0 10,121 +1,377 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.2% -0.0% 6.6 115,148 +148 5
NDAQ funds › NASDAQ INC ADD 0.2% -0.0% 5.8 73,623 +279 5
PPL funds › PPL CORP ADD 0.2% +0.0% 5.6 154,340 +14,294 5
RTX funds › RTX CORPORATION ADD 0.2% -0.0% 5.0 26,542 +91 5
ALL funds › ALLSTATE CORP ADD Common Stock 0.1% +0.0% 4.9 20,391 +105 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% +0.0% 4.7 65,087 +4,413 5
WMB funds › WILLIAMS COS INC ADD 0.1% +0.0% 4.6 61,982 +113 5
NTR funds › NUTRIEN LTD TRIM 0.1% -0.0% 4.6 72,446 -471 5
T funds › AT&T INC ADD Common Stock 0.1% -0.0% 4.5 217,171 +14,806 5
IWF funds › ISHARES TR ADD 0.1% -0.0% 4.5 36,092 +23,729 5
PEP funds › PEPSICO INC ADD 0.1% -0.0% 4.3 31,825 +325 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.0% 4.3 31,227 +213 5
MO funds › ALTRIA GROUP INC TRIM Common Stock 0.1% +0.0% 4.2 58,116 -234 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 3.8 4,036 +20 5
MAS funds › MASCO CORP ADD 0.1% +0.0% 3.6 44,613 +203 5
CL funds › COLGATE PALMOLIVE CO ADD 0.1% +0.0% 3.6 39,443 +1,089 5
MLPX funds › GLOBAL X FDS ADD 0.1% +0.0% 3.5 47,622 +475 5
TPYP funds › TORTOISE CAPITAL SERIES TRUS ADD 0.1% -0.0% 3.0 70,631 +573 4 +5.2%
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.1% +0.0% 2.7 11,864 +32 5
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 2.7 18,189 +50 5
SHEL funds › SHELL PLC TRIM 0.1% -0.0% 2.6 33,832 -440 5
BKH funds › BLACK HILLS CORP ADD 0.1% +0.0% 2.4 32,100 +220 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 2.3 10,373 +10,373 1 -11.2%
ED funds › CONSOLIDATED EDISON INC TRIM 0.1% -0.0% 2.3 20,765 -445 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 2.3 10,373 +10,373 1 -104.9%
ACRS funds › ACLARIS THERAPEUTICS INC HOLD Common Stock 0.1% +0.0% 2.3 431,631 +0 5
AMLP funds › ALPS ETF TR ADD ETP 0.1% -0.0% 2.3 43,480 +766 5
NGG funds › NATIONAL GRID PLC HOLD 0.1% -0.0% 2.2 26,342 +0 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 2.2 4,223 +28 5
GPC funds › GENUINE PARTS CO TRIM 0.1% -0.0% 2.1 17,832 -11,541 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 2.0 47,859 -1,021 5
MTCH funds › MATCH GROUP INC NEW ADD 0.1% +0.0% 2.0 53,223 +295 5
HD funds › HOME DEPOT INC ADD 0.1% +0.0% 2.0 5,727 +41 5
RIO funds › RIO TINTO PLC ADD 0.1% +0.0% 1.9 19,608 +351 5
ES funds › EVERSOURCE ENERGY TRIM 0.1% +0.0% 1.8 25,582 -428 5
CVS funds › CVS HEALTH CORP ADD 0.1% +0.0% 1.8 17,711 +58 5
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 1.7 19,193 -2,324 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% +0.0% 1.7 11,334 +1,217 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.0% +0.0% 1.6 21,793 +74 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% +0.0% 1.5 26,385 +226 5
EOG funds › EOG RES INC ADD 0.0% -0.0% 1.5 11,480 +57 5
AMGN funds › AMGEN INC ADD Common Stock 0.0% +0.0% 1.5 4,088 +1 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.0% +0.0% 1.4 3,818 -1 5
IWB funds › ISHARES TR HOLD 0.0% +0.0% 1.4 3,344 +0 5
MMM funds › 3M CO ADD 0.0% +0.0% 1.3 8,285 +29 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.0% -0.0% 1.3 10,331 +96 5
VTI funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 1.3 3,383 +9 5
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% +0.0% 1.2 3,691 +15 5
AMAT funds › APPLIED MATLS INC HOLD 0.0% +0.0% 1.1 1,459 +0 3 +171.0%
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 1.0 7,042 +1,327 5
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 1.0 3,258 -186 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.0% -0.0% 1.0 13,613 +71 5
CARG funds › CARGURUS INC HOLD 0.0% -0.0% 1.0 28,525 +0 2 +53.6%
IGM funds › ISHARES TR TRIM 0.0% +0.0% 1.0 5,903 -508 5
USB funds › US BANCORP ADD 0.0% +0.0% 1.0 15,911 +11 5
CMCSA funds › COMCAST CORP NEW ADD 0.0% -0.0% 0.9 37,760 +153 5
AMD funds › ADVANCED MICRO DEVICES INC HOLD Common Stock 0.0% +0.0% 0.9 1,593 +0 3 +155.1%
PAYX funds › PAYCHEX INC ADD 0.0% +0.0% 0.9 9,373 +1,123 5
GWW funds › WW GRAINGER INC HOLD 0.0% +0.0% 0.9 678 +0 5
ECL funds › ECOLAB INC ADD 0.0% +0.0% 0.8 3,023 +7 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.0% -0.0% 0.8 7,052 -12,352 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.8 12,821 -2,493 3 -30.5%
MPC funds › MARATHON PETE CORP ADD 0.0% +0.0% 0.7 2,875 +11 5
BHP funds › BHP BILLITON LIMITED HOLD 0.0% +0.0% 0.7 8,676 +0 5
CSCO funds › CISCO SYS INC ADD 0.0% +0.0% 0.7 6,159 +1 5
WES funds › WESTERN MIDSTREAM PARTNERS L HOLD 0.0% +0.0% 0.7 16,219 +0 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD Common Stock 0.0% +0.0% 0.7 2,420 +15 5
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 0.6 2,290 +55 5
CINF funds › CINCINNATI FINL CORP TRIM 0.0% +0.0% 0.6 3,249 -22 5
KR funds › KROGER CO HOLD 0.0% -0.0% 0.6 10,757 +0 5
GE funds › GE AEROSPACE ADD 0.0% +0.0% 0.6 1,590 +1 5
AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.6 5,031 +7 5
ABBV funds › ABBVIE INC ADD Common Stock 0.0% +0.0% 0.6 2,222 +27 5
PRME funds › PRIME MEDICINE INC TRIM 0.0% -0.0% 0.6 151,136 -210,000 5
EXC funds › EXELON CORP ADD 0.0% -0.0% 0.6 11,806 +96 5
EQT funds › EQT CORP HOLD 0.0% -0.0% 0.5 10,146 +0 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.0% +0.0% 0.5 1,040 +1 3 +52.3%
INTC funds › INTEL CORP HOLD 0.0% +0.0% 0.5 3,486 +0 5
GEV funds › GE VERNOVA INC HOLD 0.0% +0.0% 0.5 405 +0 5
TSCO funds › TRACTOR SUPPLY CO TRIM 0.0% -0.0% 0.5 14,887 -1,117 5
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.0% -0.0% 0.5 1,116 +0 5
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.0% +0.0% 0.5 5,190 +4 3 +50.0%
CB funds › CHUBB LIMITED ADD 0.0% +0.0% 0.5 1,347 +3 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% +0.0% 0.4 4,087 +36 5
RGA funds › REINSURANCE GROUP AMER INC HOLD 0.0% +0.0% 0.4 2,043 +0 3 +28.1%
CUSIP:38149W424 funds › GOLDMAN SACHS ETF TR HOLD 0.0% +0.0% 0.4 8,577 +0 3
EWY funds › ISHARES INC HOLD 0.0% +0.0% 0.4 1,888 +0 3 +126.7%
CP funds › CANADIAN PACIFIC KANSAS CITY ADD 0.0% +0.0% 0.4 4,343 +7 5
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.4 1,932 -1,985 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.0% +0.0% 0.4 713 +0 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD 0.0% +0.0% 0.3 964 +0 3 +137.6%
MDT funds › MEDTRONIC PLC ADD 0.0% -0.0% 0.3 4,253 +34 5
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 0.3 992 -708 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.3 715 +29 5
MCHP funds › MICROCHIP TECHNOLOGY INC. HOLD 0.0% +0.0% 0.3 3,245 +0 5
AXP funds › AMERICAN EXPRESS CO HOLD Common Stock 0.0% +0.0% 0.3 865 +0 3 -22.9%
AVGO funds › BROADCOM INC ADD 0.0% +0.0% 0.3 758 +14 3 -3.2%
BA funds › BOEING CO HOLD 0.0% +0.0% 0.3 1,310 +0 5
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 0.3 3,341 -219 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.3 1,731 -267 5
TRGP funds › TARGA RES CORP TRIM 0.0% -0.0% 0.3 980 -246 5
IWR funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,374 +3 5
INDB funds › INDEPENDENT BK CORP MASS TRIM 0.0% -0.0% 0.3 3,055 -590 5
AZO funds › AUTOZONE INC HOLD 0.0% -0.0% 0.3 80 +0 3 -52.5%
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.2 1,628 +1,628 1 -29.5%
CLX funds › CLOROX CO DEL TRIM 0.0% -0.0% 0.2 2,569 -13,874 5
TTE funds › TOTALENERGIES SE HOLD 0.0% -0.0% 0.2 3,139 +0 3 +32.3%
VMC funds › VULCAN MATLS CO HOLD 0.0% +0.0% 0.2 822 +0 5
AER funds › AERCAP HOLDINGS NV HOLD 0.0% +0.0% 0.2 1,654 +0 3 -2.9%
CMS funds › CMS ENERGY CORP HOLD 0.0% -0.0% 0.2 3,156 +0 3 -27.5%
DVN funds › DEVON ENERGY CORP NEW ADD 0.0% -0.0% 0.2 5,730 +26 5
WELL funds › WELLTOWER INC ADD 0.0% +0.0% 0.2 985 +3 5
CLS funds › CELESTICA INC TRIM 0.0% +0.0% 0.2 600 -100 5
WY funds › WEYERHAEUSER CO ADD 0.0% -0.0% 0.2 9,119 +78 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.0% -0.0% 0.2 1,754 -1 5
XLF funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.2 4,022 +11 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.0% +0.0% 0.2 583 +95 2 +445.9%
SLB funds › SLB LIMITED ADD 0.0% -0.0% 0.2 4,214 +24 5
OMC funds › OMNICOM GROUP INC ADD 0.0% -0.0% 0.2 2,669 +27 5
RYN funds › RAYONIER INC TRIM 0.0% -0.0% 0.2 8,589 -1,177 5
GNRC funds › GENERAC HLDGS INC HOLD 0.0% +0.0% 0.2 600 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.0% -0.0% 0.2 600 -200 5
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.2 2,006 +9 5
SHOP funds › SHOPIFY INC HOLD 0.0% -0.0% 0.2 1,448 +0 3 -10.4%
BETA funds › BETA TECHNOLOGIES INC ADD 0.0% +0.0% 0.2 9,798 +8,298 2 +49.8%
XLU funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 3,539 -246 5
IYW funds › ISHARES TR NEW 0.0% +0.0% 0.2 625 +625 1 +14.0%
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.0% +0.0% 0.2 2,159 +915 5
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.0% +0.0% 0.2 570 +0 5
COIN funds › COINBASE GLOBAL INC HOLD 0.0% -0.0% 0.1 1,000 +0 5 -62.8%
C funds › CITIGROUP INC TRIM 0.0% +0.0% 0.1 1,028 -63 5
POWI funds › POWER INTEGRATIONS INC HOLD 0.0% +0.0% 0.1 1,709 +0 5
COR funds › CENCORA INC TRIM Common Stock 0.0% -0.0% 0.1 494 -1,747 5
XLI funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.1 719 +1 5
IWM funds › ISHARES TR HOLD 0.0% +0.0% 0.1 424 +0 5
BJ funds › BJS WHSL CLUB HLDGS INC HOLD 0.0% -0.0% 0.1 1,418 +0 3 -23.4%
VB funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.1 408 +1 2 -3.5%
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.1 1,470 +1,104 2 -3.7%
XLB funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.1 2,270 +8 5
BABA funds › ALIBABA GROUP HLDG LTD HOLD ADR 0.0% -0.0% 0.1 1,171 +0 3 -51.5%
SOLV funds › SOLVENTUM CORP HOLD 0.0% +0.0% 0.1 1,435 +0 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.1 736 -403 5
BNY funds › BANK OF NY MELLON CORP ADD 0.0% +0.0% 0.1 763 +1 5
IQV funds › IQVIA HLDGS INC TRIM 0.0% -0.0% 0.1 551 -360 3 -11.4%
OMFL funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% +0.0% 0.1 1,530 +3 2 +0.4%
TRP funds › TC ENERGY CORP TRIM 0.0% -0.0% 0.1 1,562 -521 5
SYY funds › SYSCO CORP HOLD 0.0% +0.0% 0.1 1,233 +0 5
OXY funds › OCCIDENTAL PETE CORP ADD 0.0% -0.0% 0.1 2,085 +10 5
BCE funds › BCE INC ADD 0.0% -0.0% 0.1 4,472 +39 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.0% +0.0% 0.1 1,894 +16 4 -16.7%
XLP funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.1 1,137 +4 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 0.1 208 -76 3 -60.2%
WTW funds › WILLIS TOWERS WATSON PLC LTD HOLD 0.0% -0.0% 0.1 310 +0 3 -17.6%
GBCI funds › GLACIER BANCORP INC NEW HOLD 0.0% +0.0% 0.1 1,557 +0 5
BNS funds › BANK NOVA SCOTIA B C ADD 0.0% +0.0% 0.1 919 +1 5
IBN funds › ICICI BANK LIMITED HOLD 0.0% +0.0% 0.1 2,761 +0 3 -29.2%
KT funds › KT CORP ADD 0.0% -0.0% 0.1 4,305 +31 3 -17.1%
PLXS funds › PLEXUS CORP HOLD 0.0% +0.0% 0.1 240 +0 5
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.0% +0.0% 0.1 138 +0 5
KEY funds › KEYCORP ADD 0.0% +0.0% 0.1 2,905 +16 5
OGS funds › ONE GAS INC HOLD 0.0% -0.0% 0.1 873 +0 5
WM funds › WASTE MGMT INC DEL ADD 0.0% -0.0% 0.1 300 +1 5
MCK funds › MCKESSON CORP HOLD 0.0% -0.0% 0.1 87 +0 5
IBB funds › ISHARES TR HOLD 0.0% +0.0% 0.1 334 +0 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.1 521 +456 2 +51.9%
Q funds › QNITY ELECTRONICS INC TRIM 0.0% +0.0% 0.1 358 -113 3 +88.7%
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 0.1 61 +1 2 -8.5%
VLTO funds › VERALTO CORP HOLD 0.0% -0.0% 0.1 640 +0 5
HAL funds › HALLIBURTON CO ADD 0.0% -0.0% 0.1 1,649 +2 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD 0.0% +0.0% 0.1 80 +0 5
VSNT funds › VERSANT MEDIA GROUP INC TRIM 0.0% -0.0% 0.1 1,473 -13 2 +55.9%
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.0% +0.0% 0.1 223 +1 2 -12.4%
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.1 983 -185 5
AZN funds › ASTRAZENECA PLC HOLD 0.0% -0.0% 0.1 277 +0 2 -75.4%
MICC funds › MAGNUM ICE CREAM CO NV TRIM 0.0% +0.0% 0.0 2,815 -352 3 +22.2%
KRE funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.0 641 +4 5
GD funds › GENERAL DYNAMICS CORP ADD 0.0% +0.0% 0.0 137 +1 2 +5.5% re-entry
XLY funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.0 372 +372 1 -16.5%
VYM funds › VANGUARD WHITEHALL FDS NEW 0.0% +0.0% 0.0 274 +274 1 +8.0%
NEM funds › NEWMONT CORP ADD 0.0% -0.0% 0.0 452 +1 5
VBK funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.0 112 +0 2 +4.9%
WAT funds › WATERS CORP HOLD 0.0% +0.0% 0.0 98 +0 2 +35.0%
BKNG funds › BOOKING HOLDINGS INC NEW 0.0% +0.0% 0.0 200 +200 1 +246.2%
VST funds › VISTRA CORP NEW 0.0% +0.0% 0.0 218 +218 1 +15.9%
ADM funds › ARCHER DANIELS MIDLAND CO ADD 0.0% +0.0% 0.0 449 +3 5
HQH funds › ABRDN HEALTHCARE INVESTORS ADD 0.0% +0.0% 0.0 1,506 +94 2 +22.9%
NOW funds › SERVICENOW INC HOLD 0.0% -0.0% 0.0 325 +0 3 -57.7%
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.0 239 +239 1 -23.3%
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.0 69 +69 1 +78.2%
IJT funds › ISHARES TR NEW 0.0% +0.0% 0.0 152 +152 1 +39.2%
EFA funds › ISHARES TR ADD 0.0% +0.0% 0.0 250 +4 5
EXG funds › EATON VANCE TAX-MANAGED GLOB ADD 0.0% +0.0% 0.0 2,573 +53 2 -12.1%
CEG funds › CONSTELLATION ENERGY CORP NEW 0.0% +0.0% 0.0 99 +99 1 +12.4%
PRU funds › PRUDENTIAL FINL INC ADD 0.0% +0.0% 0.0 229 +3 2 +20.9%
VVV funds › VALVOLINE INC HOLD 0.0% +0.0% 0.0 611 +0 5
XLRE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.0 524 -106 5
CUSIP:89055F103 funds › TOPBUILD COR HOLD 0.0% +0.0% 0.0 64 +0 5
DOW funds › DOW HLDGS INC TRIM 0.0% -0.0% 0.0 797 -222 5
NFLX funds › NETFLIX INC. ADD 0.0% +0.0% 0.0 313 +240 2 -28.4%
CMC funds › COMMERCIAL METALS CO ADD 0.0% +0.0% 0.0 330 +1 5
TJX funds › TJX COS INC NEW NEW 0.0% +0.0% 0.0 133 +133 1 -17.6%
GAP funds › GAP INC ADD 0.0% -0.0% 0.0 995 +7 5 -43.3%
GM funds › GENERAL MTRS CO HOLD 0.0% +0.0% 0.0 241 +0 2 -15.9%
BND funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.0 260 +3 4 -19.6%
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% +0.0% 0.0 80 +1 5
CMP funds › COMPASS MINERALS INTL INC HOLD 0.0% +0.0% 0.0 530 +0 2 +2.8%
ASH funds › ASHLAND INC ADD 0.0% +0.0% 0.0 228 +1 5
BE funds › BLOOM ENERGY CORP NEW 0.0% +0.0% 0.0 49 +49 1 -63.0%
SUSA funds › ISHARES TR HOLD 0.0% +0.0% 0.0 96 +0 2 +1.7%
VNQ funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.0 128 +1 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.0 56 +1 2 -6.1%
SOBO funds › SOUTH BOW CORP TRIM 0.0% -0.0% 0.0 312 -104 5
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.0 88 +1 2 -6.1%
PPLI funds › PEOPLE INC HOLD 0.0% +0.0% 0.0 169 +0 5
CRM funds › SALESFORCE INC ADD 0.0% -0.0% 0.0 51 +7 2 -16.6%
HPE funds › HEWLETT PACKARD ENTERPRISE C ADD 0.0% +0.0% 0.0 188 +1 5
TDW funds › TIDEWATER INC NEW HOLD 0.0% -0.0% 0.0 100 +0 5
DXCM funds › DEXCOM INC NEW 0.0% +0.0% 0.0 100 +100 1 +255.1%
UNIT funds › UNITI GROUP LLC TRIM 0.0% -0.0% 0.0 636 -318 4 +35.3%
ELF funds › E L F BEAUTY INC NEW 0.0% +0.0% 0.0 83 +83 1 +709.3%
CUSIP:674599162 funds › OCCIDENTAL PETE CORP HOLD 0.0% -0.0% 0.0 216 +0 5
NFJ funds › VIRTUS DIVIDEND INTEREST & P ADD 0.0% +0.0% 0.0 413 +8 2 +11.2%
GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM 0.0% -0.0% 0.0 86 -43 5
ZTS funds › ZOETIS INC NEW 0.0% +0.0% 0.0 84 +84 1 -41.3%
ETV funds › EATON VANCE TAX-MANAGED BUY- ADD 0.0% +0.0% 0.0 323 +7 2 -14.9%
GOF funds › GUGGENHEIM STRATEGIC OPPORTU ADD 0.0% +0.0% 0.0 419 +20 2 -41.6%
KDP funds › KEURIG DR PEPPER INC HOLD 0.0% +0.0% 0.0 141 +0 5
WAB funds › WABTEC TRIM 0.0% -0.0% 0.0 15 -5 5
HPQ funds › HP INC ADD 0.0% -0.0% 0.0 203 +4 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO ADD 0.0% -0.0% 0.0 101 +1 2 -48.6%
STWD funds › STARWOOD PPTY TR INC ADD 0.0% -0.0% 0.0 267 +7 2 -40.7%
SOXX funds › ISHARES TR HOLD 0.0% +0.0% 0.0 5 +0 5
ROST funds › ROSS STORES INC NEW 0.0% +0.0% 0.0 15 +15 1 +64.0% re-entry
CUSIP:75524B104 funds › RBC BEARINGS INC NEW 0.0% +0.0% 0.0 4 +4 1
RCI funds › ROGERS COMMUNICATIONS INC HOLD 0.0% -0.0% 0.0 85 +0 5
ARM funds › ARM HOLDINGS PLC NEW 0.0% +0.0% 0.0 9 +9 1 +171.9%
MOS funds › MOSAIC CO TRIM 0.0% -0.0% 0.0 106 -103 5
MYO funds › MYOMO INC HOLD 0.0% +0.0% 0.0 1,570 +0 5
GLO funds › CLOUGH GLOBAL OPPORTUNITIES ADD 0.0% -0.0% 0.0 311 +8 2 -21.5%
RACE funds › FERRARI N V NEW 0.0% +0.0% 0.0 5 +5 1 +152.0%
PFE funds › PFIZER INC HOLD 0.0% -0.0% 0.0 68 +0 5
OGN funds › ORGANON & CO TRIM 0.0% +0.0% 0.0 138 -46 5
ANGI funds › ANGI INC HOLD Common Stock 0.0% -0.0% 0.0 88 +0 5 -88.5%
ADBE funds › ADOBE INC NEW Common Stock 0.0% +0.0% 0.0 4 +4 1 -9.9%
TDG funds › TRANSDIGM GROUP INC NEW 0.0% +0.0% 0.0 1 +1 1 +4.6%
RGP funds › RESOURCES CONNECTION INC ADD 0.0% -0.0% 0.0 183 +2 5
VRTX funds › VERTEX PHARMACEUTICALS INC NEW 0.0% +0.0% 0.0 3 +3 1 +59.9%
SHW funds › SHERWIN WILLIAMS CO NEW 0.0% +0.0% 0.0 4 +4 1 +80.9%
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -20,678 0
DIS funds › DISNEY WALT CO EXIT 0.0% -0.0% 0.0 0 -72 0 -32.9%
IIPR funds › INNOVATIVE INDL PPTYS INC EXIT 0.0% -0.0% 0.0 0 -1,341 0
VOR funds › VOR BIOPHARMA INC EXIT 0.0% -0.0% 0.0 0 -23,987 0 -98.3%
ACVA funds › ACV AUCTIONS INC EXIT Common Stock 0.0% -0.0% 0.0 0 -27,131 0 -62.5% re-entry
RSG funds › REPUBLIC SVCS INC EXIT 0.0% -0.0% 0.0 0 -456 0 -18.9%
FWONK funds › LIBERTY MEDIA CORP DEL EXIT 0.0% -0.1% 0.0 0 -48,497 0 -17.7%
PFGC funds › PERFORMANCE FOOD GROUP CO EXIT 0.0% -0.1% 0.0 0 -27,392 0 -48.4%
REZI funds › RESIDEO TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 16 +0 0
CR funds › CRANE COMPANY EXIT 0.0% -0.0% 0.0 0 -2,497 0 -86.2%
FLR funds › FLUOR CORP EXIT 0.0% -0.0% 0.0 0 -45 0 -10.4%
GENI funds › GENIUS SPORTS LIMITED EXIT 0.0% -0.0% 0.0 0 -44,140 0
NKE funds › NIKE INC HOLD 0.0% +0.0% 0.0 5 +0 0
MSGS funds › MADISON SQUARE GRDN SPRT COR EXIT 0.0% -1.2% 0.0 0 -121,000 0 +52.1%
EWJ funds › ISHARES INC EXIT 0.0% -0.0% 0.0 0 -139 0
RBRK funds › RUBRIK INC. EXIT 0.0% -0.0% 0.0 0 -18,294 0 +81.0%
DOCU funds › DOCUSIGN INC EXIT 0.0% -0.0% 0.0 0 -9,053 0 -0.2% re-entry
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -945 0
AAP funds › ADVANCE AUTO PARTS INC EXIT Common Stock 0.0% -0.0% 0.0 0 -1,684 0
HLN funds › HALEON PLC EXIT 0.0% -0.0% 0.0 0 -9,209 0 -32.5%
SWK funds › STANLEY BLACK & DECKER INC EXIT 0.0% -0.0% 0.0 0 -764 0
DOC funds › HEALTHPEAK PROPERTIES INC TRIM 0.0% +0.0% 0.0 11 -15 0
VTRS funds › VIATRIS INC HOLD 0.0% +0.0% 0.0 30 +0 0
DKNG funds › DRAFTKINGS INC NEW EXIT 0.0% -0.0% 0.0 0 -59,417 0
KALU funds › KAISER ALUMINIUM CORPORATION HOLD 0.0% +0.0% 0.0 1 +0 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 3,286 308 0.15 66% 0.083 0.798 in
2026Q1 3,275 303 0.13 68% 0.141 0.844 in
2025Q4 3,806 289 0.04 75% 0.238 0.932 in
2025Q3 4,040 269 0.08 73% 0.237 0.911 in
2025Q2 4,374 295 0.09 76% 0.253 0.928 entered
2025Q1 3,808 286 0.00 78% 0.303 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