Fund Universe

Blume Capital Management, Inc.

CIK 0001587192 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.384
AUM ($M)
674
Positions
356
Turnover
0.10
Top-10 wt
36%
Herfindahl
0.022
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 365 positions · portfolio value $674M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOG funds › ALPHABET INC TRIM 5.6% +0.4% 37.9 107,198 -453 5
MU funds › MICRON TECHNOLOGY INC TRIM 4.4% +2.0% 29.9 25,926 -16,272 5
AAPL funds › APPLE INC ADD 4.3% +0.0% 29.3 101,193 +863 5
VBIL funds › VANGUARD INSTL INDEX FD ADD 3.8% +1.3% 25.6 337,853 +142,804 3
DFIC funds › DIMENSIONAL ETF TRUST ADD 3.6% -0.3% 24.0 644,311 +9,259 5
AMAT funds › APPLIED MATLS INC TRIM 3.2% +1.0% 21.8 30,091 -8,771 5
C funds › CITIGROUP INC TRIM 3.1% +0.2% 20.8 148,784 -1,600 5
VCRB funds › VANGUARD MALVERN FDS ADD 2.9% -0.2% 19.3 250,052 +18,202 3
AMZN funds › AMAZON COM INC ADD 2.7% +0.8% 18.2 76,513 +24,007 5
DFCF funds › DIMENSIONAL ETF TRUST TRIM 2.7% -0.6% 18.0 427,481 -29,049 5
XLE funds › SELECT SECTOR SPDR TR TRIM 2.4% -0.8% 16.4 308,691 -540 5
SCHW funds › SCHWAB CHARLES CORP ADD 2.3% -0.4% 15.6 169,578 +1,623 5
FCX funds › FREEPORT MCMORAN INC TRIM 2.1% -0.2% 14.3 226,772 -398 5
DFEM funds › DIMENSIONAL ETF TRUST TRIM 2.1% +0.0% 13.9 342,986 -750 5
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 2.0% -0.3% 13.5 286,555 +1,434 4
BAC funds › BANK OF AMER CORP ADD 2.0% +0.0% 13.2 232,212 +916 5
COF funds › CAPITAL ONE FINL CORP ADD 2.0% -0.1% 13.2 65,631 +1,053 5
UBER funds › UBER TECHNOLOGIES INC ADD 1.8% -0.1% 12.4 171,277 +13,182 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.7% -0.5% 11.4 45,083 -7,611 5
DFEV funds › DIMENSIONAL ETF TRUST TRIM 1.7% +0.1% 11.1 261,152 -933 5
WFC funds › WELLS FARGO & CO ADD 1.6% -0.1% 10.6 128,792 +3,275 5
META funds › META PLATFORMS INC ADD 1.6% -0.2% 10.6 18,883 +605 5
MSFT funds › MICROSOFT CORP ADD 1.5% -0.0% 10.2 27,474 +3,272 5
NVDA funds › NVIDIA CORPORATION ADD 1.5% +0.2% 10.1 50,425 +6,942 5
CMCSA funds › COMCAST CORP NEW ADD 1.5% -0.3% 9.9 402,405 +42,665 5
DIS funds › DISNEY WALT CO ADD 1.5% -0.2% 9.8 101,929 +412 5
GOOGL funds › ALPHABET INC TRIM 1.4% +0.1% 9.5 26,583 -40 5
FDX funds › FEDEX CORP TRIM 1.3% -1.0% 9.1 29,002 -9,782 5
BKR funds › BAKER HUGHES COMPANY TRIM 1.3% -0.3% 8.6 155,341 -554 5
CSEN funds › COHEN & STEERS ETF TRUST NEW 1.1% +1.1% 7.2 305,375 +305,375 1
VTI funds › VANGUARD INDEX FDS HOLD 1.0% +0.0% 7.0 18,860 +0 5
FISV funds › FISERV INC ADD 1.0% -0.1% 6.7 135,659 +17,707 5
RIO funds › RIO TINTO PLC TRIM 1.0% -0.1% 6.4 67,656 -19 5
CNH funds › CNH INDL N V ADD 0.9% -0.1% 6.3 560,710 +950 5
ARCC funds › ARES CAPITAL CORP TRIM 0.9% -0.1% 6.1 330,490 -1,000 5
PFE funds › PFIZER INC ADD 0.9% -0.3% 5.8 241,130 +3,035 5
VCRM funds › VANGUARD MUN BD FDS ADD 0.8% -0.1% 5.7 74,350 +3,700 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.8% -0.1% 5.6 11,115 -180 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.8% -0.0% 5.4 16,491 -261 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.8% -0.0% 5.3 5,289 -397 5
WY funds › WEYERHAEUSER CO ADD 0.8% -0.1% 5.2 217,161 +1,885 5
IBB funds › ISHARES TR TRIM 0.8% -0.0% 5.2 27,113 -375 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 0.7% -0.1% 5.0 84,004 +3,450 5
GDX funds › VANECK ETF TRUST TRIM 0.7% -0.3% 4.9 65,269 -349 5
DE funds › DEERE & CO ADD 0.7% +0.0% 4.8 7,607 +171 5
CVS funds › CVS HEALTH CORP TRIM 0.7% +0.1% 4.6 44,074 -285 5
CHWY funds › CHEWY INC ADD 0.6% +0.3% 4.3 220,891 +143,055 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.6% -0.1% 4.2 4,540 -45 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.6% +0.1% 4.2 10,734 -292 5
IFF funds › INTERNATIONAL FLAVORS&FRAGRA ADD 0.6% +0.0% 3.9 49,114 +2,965 4
DFAS funds › DIMENSIONAL ETF TRUST TRIM 0.6% -0.0% 3.9 47,134 -965 5
MLPX funds › GLOBAL X FDS ADD 0.6% -0.1% 3.8 51,362 +202 5
SLB funds › SLB LIMITED TRIM 0.5% -0.1% 3.6 78,080 -100 5
SGOV funds › ISHARES TR TRIM 0.5% -0.2% 3.4 33,401 -8,347 5
CSRE funds › COHEN & STEERS ETF TRUST ADD 0.5% -0.0% 3.3 115,141 +700 3
VTEB funds › VANGUARD MUN BD FDS HOLD 0.5% -0.1% 3.3 64,600 +0 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.4% +0.4% 2.8 48,805 +44,605 2
NTR funds › NUTRIEN LTD ADD 0.4% +0.4% 2.8 44,323 +44,185 5
AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM 0.4% -0.1% 2.8 51,943 -866 3
XHLF funds › BONDBLOXX ETF TRUST TRIM 0.4% -0.1% 2.5 48,814 -1,311 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.3% -0.1% 2.3 16,987 +0 5
TMUS funds › T-MOBILE US INC NEW 0.3% +0.3% 2.3 13,779 +13,779 1
UNP funds › UNION PAC CORP TRIM 0.3% -0.0% 2.3 8,412 -25 5
ABNB funds › AIRBNB INC TRIM 0.3% -0.0% 2.1 14,916 -60 5
ZBH funds › ZIMMER BIOMET HOLDINGS INC NEW 0.3% +0.3% 2.1 24,150 +24,150 1
SNY funds › SANOFI SA TRIM 0.3% -0.1% 2.0 47,681 -850 5
MTN funds › VAIL RESORTS INC ADD 0.3% +0.1% 1.9 13,589 +4,173 5
XFIV funds › BONDBLOXX ETF TRUST TRIM 0.3% -0.0% 1.7 34,890 -625 5
MDT funds › MEDTRONIC PLC ADD 0.2% +0.2% 1.6 20,414 +20,114 2
DVN funds › DEVON ENERGY CORP NEW ADD 0.2% +0.2% 1.5 36,367 +34,932 5
GBIL funds › GOLDMAN SACHS ETF TR TRIM 0.2% -0.0% 1.4 13,826 -743 5
CL funds › COLGATE PALMOLIVE CO HOLD 0.2% -0.0% 1.4 14,950 +0 5
CCJ funds › CAMECO CORP HOLD 0.2% -0.0% 1.4 13,361 +0 5
FSLR funds › FIRST SOLAR INC TRIM 0.2% +0.0% 1.3 5,628 -25 5
KO funds › COCA COLA CO TRIM 0.2% -0.0% 1.2 15,100 -500 5
LRCX funds › LAM RESEARCH CORP TRIM 0.2% +0.1% 1.2 2,655 -95 5
DFNM funds › DIMENSIONAL ETF TRUST HOLD 0.2% -0.0% 1.1 22,685 +0 5
GE funds › GE AEROSPACE ADD 0.2% +0.0% 1.1 2,913 +18 5
CVX funds › CHEVRON CORPORATION HOLD 0.1% -0.1% 1.0 5,856 +0 5
VTEL funds › VANGUARD MUN BD FDS NEW 0.1% +0.1% 0.9 9,000 +9,000 1
EQT funds › EQT CORP ADD 0.1% -0.0% 0.9 16,985 +940 5
GEV funds › GE VERNOVA INC TRIM 0.1% +0.0% 0.9 743 -5 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 0.8 2,188 -65 5
DFIS funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.8 23,100 +0 5
DFAC funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.8 17,643 +0 5
DFIV funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.7 13,200 +0 5
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.7 6,576 -155 5
AXP funds › AMERICAN EXPRESS CO HOLD 0.1% -0.0% 0.7 1,963 +0 5
DUSA funds › DAVIS FUNDAMENTAL ETF TR TRIM 0.1% -0.0% 0.6 11,125 -1,000 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.6 2,789 +2,789 1
CSCO funds › CISCO SYS INC HOLD 0.1% +0.0% 0.6 5,189 +0 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 0.6 5,030 +95 5
GLD funds › SPDR GOLD TR TRIM 0.1% -0.1% 0.6 1,530 -350 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.5 689 -6 5
V funds › VISA INC HOLD 0.1% -0.0% 0.5 1,371 +0 5
VDE funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 0.5 3,010 -50 5
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.1% +0.0% 0.4 572 +0 5
ADI funds › ANALOG DEVICES INC TRIM 0.1% +0.0% 0.4 1,070 -15 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% -0.0% 0.4 2,250 +2,160 5
GILD funds › GILEAD SCIENCES INC TRIM 0.1% -0.0% 0.4 3,160 -35 5
TOTR funds › T ROWE PRICE EXCHANGE-TRADED HOLD 0.1% -0.0% 0.4 9,318 +0 5
DFAE funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.3 8,354 +0 5
DSI funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,350 +0 5
SCHP funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 12,500 +0 5
WMT funds › WALMART INC HOLD 0.0% -0.0% 0.3 2,850 +0 5
TRV funds › TRAVELERS COMPANIES INC HOLD 0.0% -0.0% 0.3 950 +0 5
VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD 0.0% -0.0% 0.3 3,000 +0 5
MCD funds › MCDONALDS CORP HOLD 0.0% -0.0% 0.3 973 +0 5
BIL funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.3 2,752 +1,147 5
AMD funds › ADVANCED MICRO DEVICES INC HOLD 0.0% +0.0% 0.2 430 +0 5
PANW funds › PALO ALTO NETWORKS INC HOLD 0.0% +0.0% 0.2 700 +0 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.0% -0.0% 0.2 875 -5 5
NBIS funds › NEBIUS GROUP N.V. TRIM 0.0% +0.0% 0.2 850 -25 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.2 1,733 -200 5
AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.2 2,000 +0 5
IWB funds › ISHARES TR HOLD 0.0% +0.0% 0.2 550 +0 5
TMSL funds › T ROWE PRICE EXCHANGE-TRADED HOLD 0.0% +0.0% 0.2 5,000 +0 5
SCHO funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.2 8,898 +0 5
QCOM funds › QUALCOMM INC HOLD 0.0% +0.0% 0.2 1,050 +0 5
HIMS funds › HIMS & HERS HEALTH INC ADD 0.0% +0.0% 0.2 5,577 +303 5
AMGN funds › AMGEN INC HOLD 0.0% -0.0% 0.2 530 +0 5
MA funds › MASTERCARD INCORPORATED HOLD 0.0% -0.0% 0.2 364 +0 5
HRL funds › HORMEL FOODS CORP HOLD 0.0% -0.0% 0.2 7,500 +0 5
BLK funds › BLACKROCK INC HOLD 0.0% -0.0% 0.2 190 +0 5
MRK funds › MERCK & CO INC HOLD 0.0% -0.0% 0.2 1,400 +0 5
BSV funds › VANGUARD BD INDEX FDS HOLD 0.0% -0.0% 0.2 2,200 +0 2
HD funds › HOME DEPOT INC HOLD 0.0% -0.0% 0.2 485 +0 5
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.0% -0.0% 0.2 1,237 +0 5
INTC funds › INTEL CORP HOLD 0.0% +0.0% 0.2 1,200 +0 5
TPYP funds › TORTOISE CAPITAL SERIES TRUS HOLD 0.0% -0.0% 0.2 3,944 +0 5
MMM funds › 3M CO HOLD 0.0% -0.0% 0.2 1,000 +0 5
LIN funds › LINDE PLC TRIM 0.0% -0.0% 0.2 300 -10 5
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 0.2 1,466 +0 5
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.2 1,033 -70 5
ISRG funds › INTUITIVE SURGICAL INC HOLD 0.0% -0.0% 0.1 375 +0 5
JCI funds › JOHNSON CONTROLS INTERNATION HOLD 0.0% -0.0% 0.1 1,000 +0 5
EMR funds › EMERSON ELEC CO HOLD 0.0% -0.0% 0.1 1,000 +0 5
FELG funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.1 3,264 +0 2
CNQ funds › CANADIAN NAT RES LTD MED TER HOLD 0.0% -0.0% 0.1 3,600 +0 5
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.0% +0.0% 0.1 1,586 +120 3
VUSB funds › VANGUARD BD INDEX FDS HOLD 0.0% -0.0% 0.1 2,819 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.0% -0.0% 0.1 275 +0 5
AMT funds › AMERICAN TOWER CORP HOLD 0.0% -0.0% 0.1 825 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS HOLD 0.0% +0.0% 0.1 475 +0 5
DHI funds › D R HORTON INC HOLD 0.0% +0.0% 0.1 775 +0 5
PAYX funds › PAYCHEX INC HOLD 0.0% -0.0% 0.1 1,265 +0 5
SNPS funds › SYNOPSYS INC HOLD 0.0% -0.0% 0.1 275 +0 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.1 4,055 +2,940 5
TSLA funds › TESLA INC ADD 0.0% +0.0% 0.1 272 +25 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% +0.0% 0.1 275 -15 5
DFAR funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.1 4,361 +0 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.0% -0.0% 0.1 700 +0 5
UAL funds › UNITED AIRLS HLDGS INC TRIM 0.0% +0.0% 0.1 805 -75 5
T funds › AT&T INC ADD 0.0% -0.0% 0.1 5,218 +1,481 5
CRM funds › SALESFORCE INC ADD 0.0% -0.0% 0.1 687 +10 5
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.1 971 +0 5
BIV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.1 1,400 -1,400 5
NYT funds › NEW YORK TIMES CO MTN BE HOLD 0.0% -0.0% 0.1 1,505 +0 5
EEM funds › ISHARES TR HOLD 0.0% +0.0% 0.1 1,500 +0 5
IWM funds › ISHARES TR HOLD 0.0% +0.0% 0.1 339 +0 2
PRF funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% -0.0% 0.1 1,836 +0 5
ABT funds › ABBOTT LABORATORIES ADD 0.0% +0.0% 0.1 1,077 +327 2
TJX funds › TJX COS INC NEW HOLD 0.0% -0.0% 0.1 600 +0 5
NEE funds › NEXTERA ENERGY INC HOLD 0.0% -0.0% 0.1 1,000 +0 5
OKE funds › ONEOK INC NEW HOLD 0.0% -0.0% 0.1 1,000 +0 2
DHR funds › DANAHER CORP DEL HOLD 0.0% -0.0% 0.1 450 +0 5
VZ funds › VERIZON COMMUNICATIONS INC HOLD 0.0% -0.0% 0.1 2,000 +0 5
LMT funds › LOCKHEED MARTIN CORP HOLD 0.0% -0.0% 0.1 165 +0 5
IJH funds › ISHARES TR HOLD 0.0% -0.0% 0.1 1,065 +0 5
KMI funds › KINDER MORGAN INC DEL ADD 0.0% +0.0% 0.1 2,557 +807 5
SCHG funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.1 2,400 +0 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.1 2,232 +200 5
GPC funds › GENUINE PARTS CO HOLD 0.0% -0.0% 0.1 666 +0 5
SCHH funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.1 3,230 +0 5
BDX funds › BECTON DICKINSON & CO HOLD 0.0% -0.0% 0.1 500 +0 5
IVV funds › ISHARES TR HOLD 0.0% -0.0% 0.1 100 +0 5
APD funds › AIR PRODUCTS AND CHEMICALS I HOLD 0.0% -0.0% 0.1 250 +0 5
LLY funds › ELI LILLY & CO HOLD 0.0% +0.0% 0.1 60 +0 5
LNG funds › CHENIERE ENERGY INC HOLD 0.0% -0.0% 0.1 300 +0 5
CHTR funds › CHARTER COMMUNICATIONS INC NEW 0.0% +0.0% 0.1 500 +500 1
FBIN funds › FORTUNE BRANDS INNOVATIONS I HOLD 0.0% +0.0% 0.1 1,280 +0 5
IAU funds › ISHARES GOLD TR HOLD 0.0% -0.0% 0.1 920 +0 5
VRSK funds › VERISK ANALYTICS INC HOLD 0.0% -0.0% 0.1 375 +0 5
USB funds › US BANCORP HOLD 0.0% +0.0% 0.1 1,102 +0 5
SHM funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.1 1,348 +0 5
SYK funds › STRYKER CORPORATION HOLD 0.0% -0.0% 0.1 200 +0 5
UL funds › UNILEVER PLC HOLD 0.0% -0.0% 0.1 1,022 +0 2
BMY funds › BRISTOL-MYERS SQUIBB CO HOLD 0.0% -0.0% 0.1 1,054 +0 5
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.0% +0.0% 0.1 270 +0 2
TRP funds › TC ENERGY CORP HOLD 0.0% -0.0% 0.1 900 +0 2
AFRM funds › AFFIRM HLDGS INC TRIM 0.0% +0.0% 0.1 730 -25 5
VYMI funds › VANGUARD WHITEHALL FDS HOLD 0.0% -0.0% 0.1 606 +0 5
IEMG funds › ISHARES INC HOLD 0.0% +0.0% 0.1 700 +0 2
SCHV funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.1 1,650 +150 5
IXUS funds › ISHARES TR HOLD 0.0% -0.0% 0.1 594 +0 4
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.0% +0.0% 0.1 65 -10 5
VPLS funds › VANGUARD MALVERN FDS NEW 0.0% +0.0% 0.1 700 +700 1
GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD 0.0% -0.0% 0.1 846 +6 5
ENB funds › ENBRIDGE INC HOLD 0.0% -0.0% 0.1 995 +0 2
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.1 300 +300 1
SHOO funds › MADDEN STEVEN LTD TRIM 0.0% -0.0% 0.1 1,200 -300 5
VPU funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.0 255 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.0 610 +0 5
D funds › DOMINION ENERGY INC HOLD 0.0% -0.0% 0.0 700 +0 2
ADBE funds › ADOBE INC HOLD 0.0% -0.0% 0.0 230 +0 5
SHEL funds › SHELL PLC HOLD 0.0% -0.0% 0.0 600 +0 5
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.0 569 +430 5
TEL funds › TE CONNECTIVITY PLC HOLD 0.0% -0.0% 0.0 225 +0 5
OUST funds › OUSTER INC TRIM 0.0% +0.0% 0.0 725 -75 3
PM funds › PHILIP MORRIS INTL INC HOLD 0.0% -0.0% 0.0 250 +0 5
TRMB funds › TRIMBLE INC HOLD 0.0% -0.0% 0.0 850 +0 5
GSK funds › GSK PLC HOLD 0.0% -0.0% 0.0 800 +0 2
RIG funds › TRANSOCEAN LTD HOLD 0.0% -0.0% 0.0 8,500 +0 5
ASML funds › ASML HLDG NV HOLD 0.0% +0.0% 0.0 20 +0 5
DFSE funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.0 800 +0 5
SCHM funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.0 1,050 +0 5
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.0% +0.0% 0.0 2,150 +650 5
URNM funds › SPROTT FDS TR HOLD 0.0% -0.0% 0.0 725 +0 5
KBWB funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% +0.0% 0.0 400 +0 5
NFLX funds › NETFLIX INC. HOLD 0.0% -0.0% 0.0 510 +0 5
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.0 237 +237 1
EIX funds › EDISON INTL HOLD 0.0% -0.0% 0.0 475 +0 5
LOW funds › LOWES COS INC HOLD 0.0% -0.0% 0.0 160 +0 5
WAT funds › WATERS CORP HOLD 0.0% +0.0% 0.0 94 +0 2
ABCL funds › ABCELLERA BIOLOGICS INC ADD 0.0% +0.0% 0.0 4,484 +1,684 4
TDW funds › TIDEWATER INC NEW HOLD 0.0% -0.0% 0.0 525 +0 5
REZI funds › RESIDEO TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 1,102 +0 5
IEFA funds › ISHARES TR HOLD 0.0% -0.0% 0.0 350 +0 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.0 177 +1 5
EPR funds › EPR PPTYS NEW 0.0% +0.0% 0.0 542 +542 1
IP funds › INTERNATIONAL PAPER CO HOLD 0.0% -0.0% 0.0 800 +0 5
FNDB funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.0 1,000 +0 5
BE funds › BLOOM ENERGY CORP HOLD 0.0% +0.0% 0.0 100 +0 5
ADSK funds › AUTODESK INC HOLD 0.0% -0.0% 0.0 150 +0 5
GDXJ funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.0 290 +0 5
AVB funds › AVALONBAY CMNTYS INC HOLD 0.0% +0.0% 0.0 150 +0 5
STZ funds › CONSTELLATION BRANDS INC HOLD 0.0% -0.0% 0.0 200 +0 5
DFGR funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.0 905 +0 5
GGAL funds › GRUPO FINANCIERO GALICIA S.A HOLD 0.0% -0.0% 0.0 500 +0 5
FTV funds › FORTIVE CORP HOLD 0.0% -0.0% 0.0 400 +0 5
GIS funds › GENERAL MILLS INC HOLD 0.0% -0.0% 0.0 700 +0 5
VBR funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.0 100 +0 5
CAH funds › CARDINAL HEALTH INC HOLD 0.0% -0.0% 0.0 100 +0 5
PYPL funds › PAYPAL HLDGS INC HOLD 0.0% -0.0% 0.0 550 +0 5
DAL funds › DELTA AIR LINES INC HOLD 0.0% +0.0% 0.0 250 +0 5
KMX funds › CARMAX INC HOLD 0.0% +0.0% 0.0 435 +0 5
HIG funds › HARTFORD INSURANCE GROUP INC HOLD 0.0% -0.0% 0.0 172 +0 4
YUM funds › YUM BRANDS INC HOLD 0.0% -0.0% 0.0 140 +0 5
WM funds › WASTE MGMT INC DEL HOLD 0.0% -0.0% 0.0 100 +0 3
SCHE funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.0 613 +0 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.0 184 +161 5
LEVI funds › LEVI STRAUSS & CO NEW NEW 0.0% +0.0% 0.0 866 +866 1
CAT funds › CATERPILLAR INC TRIM 0.0% -0.0% 0.0 20 -10 5
NVO funds › NOVO-NORDISK A S HOLD 0.0% +0.0% 0.0 437 +0 5
RTX funds › RTX CORPORATION HOLD 0.0% -0.0% 0.0 110 +0 5
BA funds › BOEING CO HOLD 0.0% -0.0% 0.0 95 +0 5
IBRX funds › IMMUNITYBIO INC NEW 0.0% +0.0% 0.0 2,300 +2,300 1
TUR funds › ISHARES INC HOLD 0.0% -0.0% 0.0 500 +0 5
SOLV funds › SOLVENTUM CORP HOLD 0.0% +0.0% 0.0 250 +0 5
RDDT funds › REDDIT INC NEW 0.0% +0.0% 0.0 100 +100 1
CM funds › CANADIAN IMPERIAL BANK OF CO HOLD 0.0% +0.0% 0.0 150 +0 5
CLX funds › CLOROX CO DEL HOLD 0.0% -0.0% 0.0 175 +0 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.0 581 +401 5
CHE funds › CHEMED CORP NEW HOLD 0.0% +0.0% 0.0 34 +0 5
QCLN funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% +0.0% 0.0 250 +0 5
GLXY funds › GALAXY DIGITAL INC. ADD 0.0% +0.0% 0.0 550 +50 3
BAX funds › BAXTER INTL INC HOLD 0.0% +0.0% 0.0 700 +0 5
CVE funds › CENOVUS ENERGY INC HOLD 0.0% -0.0% 0.0 600 +0 5
LOUP funds › INNOVATOR ETFS TRUST NEW 0.0% +0.0% 0.0 150 +150 1
IGR funds › CBRE GBL REAL ESTATE INC FD HOLD 0.0% -0.0% 0.0 3,000 +0 5
CUSIP:277432100 funds › EASTMAN CHEM CO HOLD 0.0% -0.0% 0.0 200 +0 5
VLTO funds › VERALTO CORP HOLD 0.0% -0.0% 0.0 150 +0 5
LUV funds › SOUTHWEST AIRLS CO HOLD 0.0% +0.0% 0.0 258 +0 5
AVAV funds › AEROVIRONMENT INC ADD 0.0% -0.0% 0.0 80 +10 2
MBC funds › MASTERBRAND INC HOLD 0.0% +0.0% 0.0 1,280 +0 5
ETSY funds › ETSY INC HOLD 0.0% +0.0% 0.0 171 +0 5
QQQ funds › INVESCO QQQ TR TRIM 0.0% -0.0% 0.0 17 -15 5
CTVA funds › CORTEVA INC HOLD 0.0% -0.0% 0.0 140 +0 5
TEM funds › TEMPUS AI INC HOLD 0.0% +0.0% 0.0 200 +0 5
RRC funds › RANGE RES CORP HOLD 0.0% -0.0% 0.0 300 +0 5
POWI funds › POWER INTEGRATIONS INC NEW 0.0% +0.0% 0.0 125 +125 1
ZETA funds › ZETA GLOBAL HOLDINGS CORP HOLD 0.0% +0.0% 0.0 500 +0 5
RAL funds › RALLIANT CORP HOLD 0.0% +0.0% 0.0 133 +0 5
WPC funds › WP CAREY INC HOLD 0.0% -0.0% 0.0 134 +0 5
CSNR funds › COHEN & STEERS ETF TRUST HOLD 0.0% -0.0% 0.0 250 +0 3
F funds › FORD MTR CO HOLD 0.0% +0.0% 0.0 597 +0 5
GM funds › GENERAL MTRS CO HOLD 0.0% -0.0% 0.0 103 +0 5
AMLP funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 153 +0 5
AWK funds › AMERICAN WTR WKS CO INC NEW HOLD 0.0% -0.0% 0.0 60 +0 5
NVS funds › NOVARTIS AG NEW 0.0% +0.0% 0.0 50 +50 1
TSLX funds › SIXTH STREET SPECIALTY LENDI HOLD 0.0% -0.0% 0.0 450 +0 5
KIM funds › KIMCO REALTY CORP HOLD 0.0% -0.0% 0.0 300 +0 5
XYZ funds › BLOCK INC HOLD 0.0% +0.0% 0.0 100 +0 5
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.0 124 +0 5
SPYV funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.0 112 +0 4
DFSI funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.0 150 +0 5
EXEL funds › EXELIXIS INC NEW 0.0% +0.0% 0.0 115 +115 1
WDAY funds › WORKDAY INC HOLD 0.0% -0.0% 0.0 50 +0 5
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.0% +0.0% 0.0 14 +14 1
TOST funds › TOAST INC HOLD 0.0% -0.0% 0.0 200 +0 5
XLV funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.0 35 +0 2
NFG funds › NATIONAL FUEL GAS CO HOLD 0.0% -0.0% 0.0 70 +0 5
PBR funds › PETROLEO BRASILEIRO S A HOLD 0.0% -0.0% 0.0 300 +0 5
ON funds › ON SEMICONDUCTOR CORP NEW 0.0% +0.0% 0.0 50 +50 1
IVT funds › INVENTRUST PPTYS CORP HOLD 0.0% +0.0% 0.0 130 +0 5
XLP funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.0 50 +0 2
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.0 25 +25 1
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 0.0 25 -25 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.0 16 +8 4
GSBD funds › GOLDMAN SACHS BDC INC HOLD 0.0% -0.0% 0.0 350 +0 5
XIFR funds › XPLR INFRASTRUCTURE LP HOLD 0.0% -0.0% 0.0 270 +0 4
IGV funds › ISHARES TR NEW 0.0% +0.0% 0.0 35 +35 1
MRNA funds › MODERNA INC HOLD 0.0% +0.0% 0.0 45 +0 5
ECC funds › EAGLE POINT CR CO HOLD 0.0% -0.0% 0.0 750 +0 5
CRSP funds › CRISPR THERAPEUTICS AG NEW 0.0% +0.0% 0.0 50 +50 1
HRB funds › BLOCK H & R INC HOLD 0.0% +0.0% 0.0 66 +0 2
VUG funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 29 +29 1
VSNT funds › VERSANT MEDIA GROUP INC TRIM 0.0% -0.5% 0.0 57 -78,423 2
SPOT funds › SPOTIFY TECHNOLOGY S A HOLD 0.0% -0.0% 0.0 4 +0 5
LCID funds › LUCID GROUP INC HOLD 0.0% -0.0% 0.0 260 +0 4
CI funds › THE CIGNA GROUP NEW 0.0% +0.0% 0.0 6 +6 1
YUMC funds › YUM CHINA HLDGS INC HOLD 0.0% -0.0% 0.0 40 +0 5
ODD funds › ODDITY TECH LTD TRIM 0.0% -0.0% 0.0 100 -95 2
ALB funds › ALBEMARLE CORP HOLD 0.0% -0.0% 0.0 10 +0 5
VXUS funds › VANGUARD STAR FDS NEW 0.0% +0.0% 0.0 15 +15 1
PINS funds › PINTEREST INC HOLD 0.0% -0.0% 0.0 60 +0 3
TTD funds › THE TRADE DESK INC HOLD 0.0% -0.0% 0.0 63 +0 5
IFN funds › ABERDEEN INDIA FD INC HOLD 0.0% -0.0% 0.0 88 +0 5
SHOP funds › SHOPIFY INC HOLD 0.0% -0.0% 0.0 8 +0 5
VB funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 3 +3 1
RIVN funds › RIVIAN AUTOMOTIVE INC HOLD 0.0% +0.0% 0.0 50 +0 5
EPAM funds › EPAM SYS INC HOLD 0.0% -0.0% 0.0 10 +0 5
TGT funds › TARGET CORP HOLD 0.0% -0.0% 0.0 6 +0 5
RACE funds › FERRARI N V HOLD 0.0% -0.0% 0.0 2 +0 5
DASH funds › DOORDASH INC HOLD 0.0% +0.0% 0.0 4 +0 5
ELF funds › E L F BEAUTY INC HOLD 0.0% +0.0% 0.0 8 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.0% -0.0% 0.0 2 +0 5
MNKD funds › MANNKIND CORP NEW 0.0% +0.0% 0.0 100 +100 1
NKE funds › NIKE INC HOLD 0.0% -0.0% 0.0 10 +0 5
EMBC funds › EMBECTA CORP HOLD 0.0% -0.0% 0.0 100 +0 5
SEDG funds › SOLAREDGE TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 5 +0 5
RYLD funds › GLOBAL X FDS HOLD 0.0% -0.0% 0.0 15 +0 5
PSKY funds › PARAMOUNT SKYDANCE CORP HOLD 0.0% -0.0% 0.0 20 +0 4
SNAP funds › SNAP INC HOLD 0.0% -0.0% 0.0 41 +0 5
TAP funds › MOLSON COORS BEVERAGE CO HOLD 0.0% -0.0% 0.0 3 +0 5
DECK funds › DECKERS OUTDOOR CORP HOLD 0.0% -0.0% 0.0 1 +0 5
INO funds › INOVIO PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.0 83 +0 5
NLOP funds › NET LEASE OFFICE PROPERTIES HOLD 0.0% -0.0% 0.0 8 +0 5
HAL funds › HALLIBURTON CO HOLD 0.0% -0.0% 0.0 2 +0 5
OGN funds › ORGANON & CO HOLD 0.0% +0.0% 0.0 5 +0 2
CURB funds › CURBLINE PPTYS CORP HOLD 0.0% +0.0% 0.0 2 +0 5
VTRS funds › VIATRIS INC HOLD 0.0% +0.0% 0.0 3 +0 5
LNSR funds › LENSAR INC NEW 0.0% +0.0% 0.0 7 +7 1
VGZ funds › VISTA GOLD CORP TRIM 0.0% -0.0% 0.0 16 -6,000 4
LXRX funds › LEXICON PHARMACEUTICALS INC NEW 0.0% +0.0% 0.0 5 +5 1
SITC funds › SITE CTRS CORP HOLD 0.0% -0.0% 0.0 1 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -5,670 0
OAKM funds › HARRIS OAKMARK ETF TRUST EXIT 0.0% -0.0% 0.0 0 -2,000 0
DVYE funds › ISHARES INC EXIT 0.0% -0.0% 0.0 0 -625 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.1% 0.0 0 -13,829 0
NU funds › NU HLDGS LTD EXIT 0.0% -0.0% 0.0 0 -1,700 0
MSGS funds › MADISON SQUARE GRDN SPRT COR EXIT 0.0% -0.2% 0.0 0 -3,055 0
TROW funds › PRICE T ROWE GROUP INC EXIT 0.0% -0.1% 0.0 0 -8,317 0
BMNR funds › BITMINE IMMERSION TECNOLOGIE EXIT 0.0% -0.0% 0.0 0 -550 0
INVH funds › INVITATION HOMES INC EXIT 0.0% -0.2% 0.0 0 -56,580 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 674 356 0.10 36% 0.022 0.382 in
2026Q1 587 336 0.11 34% 0.021 0.342 in
2025Q4 544 330 0.11 34% 0.021 0.288 in
2025Q3 520 350 0.08 34% 0.021 0.334 in
2025Q2 491 434 0.08 33% 0.021 0.360 entered
2025Q1 447 457 0.00 32% 0.021 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