Fund Universe

Almitas Capital LLC

CIK 0001596468 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.265
AUM ($M)
417
Positions
130
Turnover
0.21
Top-10 wt
52%
Herfindahl
0.051
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 150 positions · portfolio value $417M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM 16.7% -3.8% 69.7 1,364,522 -172,115 5
BTT funds › BLACKROCK MUN TARGET TERM TR TRIM 8.1% +0.5% 33.8 1,485,213 -800 5
ASA funds › ASA GOLD AND PRECIOUS MTLS L ADD 7.8% +0.5% 32.7 629,121 +103,455 4
AMLX funds › AMYLYX PHARMACEUTICALS INC TRIM 4.2% -2.5% 17.5 974,881 -1,147,716 5
DSGN funds › DESIGN THERAPEUTICS INC TRIM 3.6% -0.1% 14.9 1,026,893 -503,442 5
PDX funds › PIMCO DYNAMIC INCOME STRATEG ADD 2.7% +0.0% 11.4 549,495 +8,003 3
CRF funds › CORNERSTONE TOTAL RETURN FD ADD 2.7% +1.0% 11.3 1,572,309 +456,961 3
CNNE funds › CANNAE HLDGS INC HOLD 2.6% +0.7% 10.7 741,318 +0 5
MEGI funds › NYLI CBRE GBL INFR MEGTRNDS ADD 2.0% +1.0% 8.5 557,462 +241,329 3
LYEL funds › LYELL IMMUNOPHARMA INC ADD 2.0% -0.7% 8.2 581,407 +3,600 5
BMEZ funds › BLACKROCK HEALTH SCIENCES TE ADD 1.9% +0.2% 7.8 507,095 +700 3
ANTX funds › AN2 THERAPEUTICS INC TRIM 1.7% +0.6% 7.1 1,469,129 -10,000 5
TYG funds › TORTOISE ENERGY INFRSTRCTR C NEW 1.7% +1.7% 6.9 161,872 +161,872 1
PCQ funds › PIMCO CALIF MUN INCOME FD ADD 1.5% +0.3% 6.4 710,604 +93,589 5
SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW ADD 1.5% +1.1% 6.1 326,907 +238,355 2
ALXO funds › ALX ONCOLOGY HLDGS INC TRIM Common Stock 1.5% +0.0% 6.1 2,938,431 -235,403 5
FSSL funds › FS SPECIALTY LENDING FD ADD 1.4% +0.7% 6.0 537,295 +268,485 3
SDHY funds › PGIM SHORT DUR HIG YLD OPP F ADD 1.4% +0.8% 6.0 364,674 +185,753 5
CLM funds › CORNERSTONE STRATEGIC INVEST ADD 1.2% +0.5% 5.0 661,789 +219,775 2
MFM funds › ABERDEEN MUN INCOME FD NEW 1.2% +1.2% 4.9 878,531 +878,531 1
AOR funds › ISHARES TR NEW 1.2% +1.2% 4.9 69,946 +69,946 1
SCHH funds › SCHWAB STRATEGIC TR NEW 1.1% +1.1% 4.7 198,600 +198,600 1
DSM funds › BNY MELLON STRATEGIC MUN BD TRIM 1.1% -0.1% 4.7 757,999 -168,302 5
USA funds › LIBERTY ALL STAR EQUITY FD ADD 1.1% +0.6% 4.6 798,342 +402,857 3
JOF funds › JAPAN SMALLER CAPITALIZATION TRIM 1.1% +0.1% 4.6 386,375 -16,581 5
FCT funds › FIRST TR SR FLTG RATE INCOME ADD 1.1% +0.2% 4.5 466,072 +83,209 3
GLO funds › CLOUGH GLOBAL OPPORTUNITIES ADD 1.0% +0.2% 4.3 709,764 +48,968 5
BRSP funds › BRIGHTSPIRE CAPITAL INC TRIM 1.0% -0.3% 4.2 769,033 -246,870 5
DTF funds › DTF TAX-FREE INCOME 2028 TER HOLD 1.0% +0.1% 4.1 355,089 +0 5
CCAP funds › CRESCENT CAP BDC INC HOLD 0.9% -0.0% 3.9 356,905 +0 5
ELME funds › ELME COMMUNITIES ADD 0.9% -0.3% 3.9 2,619,247 +11,875 3
MXF funds › MEXICO FD INC TRIM 0.9% +0.0% 3.7 170,814 -12,691 5
CEE funds › THE CENTRAL AND EASTERN EU I HOLD 0.9% +0.1% 3.6 173,254 +0 5
LADR funds › LADDER CAP CORP ADD 0.8% +0.2% 3.4 340,477 +50,000 5
JFR funds › NUVEEN FLOATING RATE INCOME ADD 0.8% +0.1% 3.3 435,208 +23,580 3
PNI funds › PIMCO NEW YORK MUN FD II TRIM 0.8% +0.0% 3.3 467,432 -21,308 2
TRTX funds › TPG RE FIN TR INC ADD 0.7% +0.1% 3.0 362,684 +34,852 2
EBF funds › ENNIS INC HOLD 0.7% +0.0% 3.0 138,956 +0 3
SABA funds › SABA CAPITAL INCOME & OPPORT HOLD 0.7% +0.0% 2.9 347,826 +0 3
GLQ funds › CLOUGH GLOBAL EQUITY FD ADD 0.7% +0.1% 2.9 331,172 +218 5
FTHY funds › FIRST TR HIGH YIELD OPPRT 20 ADD 0.7% +0.1% 2.7 198,801 +32,537 3
ASG funds › LIBERTY ALL-STAR GROWTH FD I ADD 0.6% +0.5% 2.6 466,560 +328,575 3
FBRT funds › FRANKLIN BSP RLTY TR INC ADD 0.6% +0.4% 2.4 298,190 +199,136 2
STEW funds › SRH TOTAL RETURN FUND INC ADD 0.6% +0.1% 2.4 133,773 +17,018 3
FLGT funds › FULGENT GENETICS INC HOLD 0.5% +0.1% 2.2 104,797 +0 5
RLYB funds › RALLYBIO CORP TRIM 0.5% +0.1% 1.9 120,682 -70,524 2
TRC funds › TEJON RANCH CO TRIM 0.4% -0.0% 1.7 90,257 -4,740 3
CUSIP:09257R101 funds › BLACKSTONE STRATEGIC CRED 20 HOLD 0.4% +0.0% 1.6 144,834 +0 2
MFIC funds › MIDCAP FINANCIAL INVSTMNT CO HOLD 0.3% -0.0% 1.4 140,477 +0 5
LUNG funds › PULMONX CORP NEW 0.3% +0.3% 1.4 1,064,202 +1,064,202 1
AFB funds › ALLIANCEBERNSTEIN NATL MUN I TRIM 0.3% -0.2% 1.4 120,993 -93,289 5
DMB funds › BNY MELLON MUN BD INFRASTRUC TRIM 0.3% -0.1% 1.3 121,339 -61,585 5
AEM funds › AGNICO EAGLE MINES LTD NEW 0.3% +0.3% 1.2 8,035 +8,035 1
MFA funds › MFA FINL INC HOLD 0.3% +0.0% 1.2 128,086 +0 5
STWD funds › STARWOOD PPTY TR INC HOLD 0.3% +0.0% 1.2 71,000 +0 3
PCF funds › HIGH INCOME SECS FD ADD 0.3% +0.2% 1.1 209,322 +131,515 2
UTF funds › COHEN & STEERS INFRASTRUCTUR HOLD 0.3% +0.0% 1.1 38,562 +0 3
BANX funds › ARROWMARK FINANCIAL CORP TRIM 0.2% -0.1% 1.0 50,843 -22,409 2
GAB funds › GABELLI EQUITY TR INC NEW 0.2% +0.2% 1.0 169,700 +169,700 1
NCDL funds › NUVEEN CHURCHILL DIRECT LEND HOLD 0.2% +0.0% 0.9 70,160 +0 3
ACRE funds › ARES COML REAL ESTATE CORP ADD 0.2% +0.1% 0.8 180,954 +129,957 2
CUSIP:269817102 funds › EAGLE POINT INCOME COMPANY I HOLD 0.2% +0.0% 0.8 80,547 +0 3
BSTZ funds › BLACKROCK SCIENCE & TECHNOLO NEW 0.2% +0.2% 0.8 26,810 +26,810 1
NEWT funds › NEWTEKONE INC HOLD 0.2% +0.1% 0.8 53,570 +0 3
CUSIP:18913Y103 funds › CLOUGH GLOBAL DIVID & INCOME ADD 0.2% +0.2% 0.7 110,708 +91,430 3
NBXG funds › NEUBERGER NEXT GENERATION ADD 0.2% +0.1% 0.7 42,297 +31,840 2
CUSIP:870875101 funds › TOTAL RETURN SECURITIES FUND ADD 0.2% +0.1% 0.7 115,581 +69,127 3
NEM funds › NEWMONT CORP NEW 0.2% +0.2% 0.6 6,800 +6,800 1
WD funds › WALKER & DUNLOP INC HOLD 0.2% +0.0% 0.6 11,600 +0 3
IHD funds › VOYA EMERGING MKTS HIGH DIVI NEW 0.1% +0.1% 0.6 78,161 +78,161 1
CVCO funds › CAVCO INDS INC DEL HOLD 0.1% +0.0% 0.6 992 +0 3
SBET funds › SHARPLINK INC HOLD 0.1% -0.0% 0.6 124,283 +0 3
EFR funds › EATON VANCE SR FLTNG RTE TR ADD 0.1% +0.0% 0.6 54,393 +4,611 3
BSL funds › BLACKSTONE SENI FLTN RAT 202 HOLD 0.1% +0.0% 0.6 44,471 +0 2
CHW funds › CALAMOS GBL DYN INCOME FUND ADD 0.1% +0.1% 0.6 64,073 +53,807 2
LEO funds › BNY MELLON STRATEGIC MUNS IN TRIM 0.1% -0.2% 0.5 82,066 -115,030 5
CPZ funds › CALAMOS LNG SHR EQT DYNAMIC NEW 0.1% +0.1% 0.5 38,584 +38,584 1
TORO funds › TORO CORP NEW 0.1% +0.1% 0.5 100,000 +100,000 1
TLPH funds › TALPHERA INC HOLD 0.1% +0.0% 0.5 467,152 +0 2
BNY funds › BANK OF NY MELLON CORP NEW 0.1% +0.1% 0.5 3,300 +3,300 1
GSBD funds › GOLDMAN SACHS BDC INC HOLD 0.1% +0.0% 0.5 50,000 +0 3
WIA funds › WESTERN ASSET INFLT LNK INC HOLD 0.1% +0.0% 0.5 56,732 +0 5
CGBD funds › CARLYLE SECURED LENDING INC HOLD 0.1% +0.0% 0.5 42,885 +0 3
SKY funds › CHAMPION HOMES INC HOLD 0.1% +0.0% 0.4 5,000 +0 3
CCIF funds › CARLYLE CREDIT INCOME FUND HOLD 0.1% -0.0% 0.4 157,685 +0 3
DHY funds › CREDIT SUISSE HIGH YIELD CRE NEW 0.1% +0.1% 0.4 247,026 +247,026 1
FRMM funds › FORUM MARKETS INC HOLD 0.1% +0.1% 0.4 80,408 +0 3
EVV funds › EATON VANCE LIMITED DURATION NEW 0.1% +0.1% 0.4 46,399 +46,399 1
MTB funds › M & T BK CORP NEW 0.1% +0.1% 0.4 1,800 +1,800 1
PNC funds › PNC FINL SVCS GROUP INC NEW 0.1% +0.1% 0.4 1,700 +1,700 1
NTRS funds › NORTHERN TR CORP NEW 0.1% +0.1% 0.4 2,400 +2,400 1
CUSIP:963025804 funds › WHEELER REAL ESTATE INVT TR ADD 0.1% +0.0% 0.4 131,775 +126,504 5
TWN funds › TAIWAN FD INC TRIM 0.1% -0.2% 0.4 4,164 -14,406 2
CABA funds › CABALETTA BIO INC TRIM 0.1% -0.1% 0.4 125,900 -211,491 5
CIM funds › CHIMERA INVT CORP HOLD 0.1% +0.0% 0.4 29,177 +0 3
TFC funds › TRUIST FINL CORP NEW 0.1% +0.1% 0.4 7,800 +7,800 1
CUSIP:24610T108 funds › ABRDN NATL MUN INCOME FD NEW 0.1% +0.1% 0.4 37,221 +37,221 1
EVF funds › EATON VANCE SR INCOME TR ADD 0.1% +0.0% 0.4 74,751 +31,827 3
MMT funds › ABERDEEN MULTI-MARKET INCOME NEW 0.1% +0.1% 0.4 83,238 +83,238 1
FNV funds › FRANCO NEV CORP NEW 0.1% +0.1% 0.4 1,690 +1,690 1
CUSIP:25065A502 funds › DESTRA MULTI-ALTERNATIVE FD HOLD 0.1% -0.0% 0.3 45,193 +0 2
DPG funds › DUFF & PHELPS UTLITY AND INF HOLD 0.1% +0.0% 0.3 22,565 +0 2
NMFC funds › NEW MTN FIN CORP HOLD 0.1% -0.0% 0.3 45,000 +0 3
MSDL funds › MORGAN STANLEY DIRECT LENDIN HOLD 0.1% +0.0% 0.3 20,000 +0 3
RF funds › REGIONS FINANCIAL CORP NEW NEW 0.1% +0.1% 0.3 10,000 +10,000 1
HQL funds › ABRDN LIFE SCIENCES INVESTOR HOLD 0.1% +0.0% 0.3 14,875 +0 3
BLW funds › BLACKROCK LTD DURATION INCOM NEW 0.1% +0.1% 0.3 23,822 +23,822 1
EOSE funds › EOS ENERGY ENTERPRISES INC NEW 0.1% +0.1% 0.3 50,000 +50,000 1
MYPS funds › PLAYSTUDIOS INC TRIM 0.1% -0.4% 0.3 579,467 -4,125,067 4
KYN funds › KAYNE ANDERSON ENERGY INFRST NEW 0.1% +0.1% 0.3 20,799 +20,799 1
TCPC funds › BLACKROCK TCP CAPITAL CORP HOLD 0.1% -0.0% 0.3 85,000 +0 3
FSK funds › FS KKR CAP CORP TRIM 0.1% -0.2% 0.3 27,031 -84,569 3
BGX funds › BLACKSTONE LONG SHORT CR INC HOLD 0.1% +0.0% 0.3 25,085 +0 2
GBDC funds › GOLUB CAP BDC INC HOLD 0.1% +0.0% 0.3 20,000 +0 3
BIT funds › BLACKROCK MULTI SECTOR INC T HOLD 0.1% +0.0% 0.2 19,543 +0 4
ETW funds › EATON VANCE TAX-MANAGED GLOB ADD 0.1% +0.0% 0.2 25,276 +11,504 2
PDT funds › HANCOCK JOHN PREM DIVID FD NEW 0.0% +0.0% 0.2 16,037 +16,037 1
DHF funds › BNY MELLON HIGH YIELD STRATE ADD 0.0% +0.0% 0.2 79,665 +400 2
BTZ funds › BLACKROCK CR ALLOCATION NEW 0.0% +0.0% 0.2 18,660 +18,660 1
BCSF funds › BAIN CAP SPECIALTY FIN INC HOLD 0.0% +0.0% 0.2 15,000 +0 3
CIK funds › CREDIT SUISSE ASSET MGMT NEW 0.0% +0.0% 0.2 62,565 +62,565 1
BHK funds › BLACKROCK CORE BD TR NEW 0.0% +0.0% 0.2 16,812 +16,812 1
RFI funds › COHEN & STEERS TOTAL RETURN NEW 0.0% +0.0% 0.2 13,443 +13,443 1
JQC funds › NUVEEN CR STRATEGIES INCOME NEW 0.0% +0.0% 0.1 28,041 +28,041 1
MUC funds › BLACKROCK MUNIHLDNGS CALI HOLD 0.0% +0.0% 0.1 11,900 +0 2
OPP funds › RIVERNORTH DOUBLELINE STRATE TRIM 0.0% -0.0% 0.1 14,511 -19,452 3
MGF funds › MFS GOVT MKTS INCOME TR NEW 0.0% +0.0% 0.1 20,000 +20,000 1
GGN funds › GAMCO GLOBAL GOLD NAT RES & NEW 0.0% +0.0% 0.0 10,272 +10,272 1
GPMT funds › GRANITE PT MTG TR INC HOLD 0.0% +0.0% 0.0 14,992 +0 2
CUSIP:19247L122 funds › COHEN & STEERS QUALITY INCOM NEW 0.0% +0.0% 0.0 50,000 +50,000 1
NXG funds › NXG NEXTGEN INFRASTR INCM FD EXIT 0.0% -0.1% 0.0 0 -5,000 0
NPCT funds › NUVEEN CORE PLUS IMPACT FUND EXIT 0.0% -0.2% 0.0 0 -85,383 0
BIO funds › BIO RAD LABS INC EXIT 0.0% -1.9% 0.0 0 -30,254 0
MSGS funds › MADISON SQUARE GRDN SPRT COR EXIT 0.0% -0.7% 0.0 0 -9,925 0
CUSIP:670972108 funds › NUVEEN PA INVT QUALITY MUN F EXIT 0.0% -2.9% 0.0 0 -1,057,494 0
HPP funds › HUDSON PACIFIC PROPERTIES IN EXIT 0.0% -0.2% 0.0 0 -124,398 0
CUSIP:59318E102 funds › MFS HIGH YIELD MUN TR EXIT 0.0% -1.2% 0.0 0 -1,497,718 0
CUSIP:64128C130 funds › NEUBERGER HIGH YIELD ST FD I EXIT 0.0% -0.0% 0.0 0 -110,000 0
CUSIP:610335101 funds › MONROE CAP CORP EXIT 0.0% -1.2% 0.0 0 -1,277,717 0
CUSIP:59318B108 funds › MFS INVT GRADE MUN TR EXIT 0.0% -0.8% 0.0 0 -454,829 0
ANRO funds › ALTO NEUROSCIENCE INC EXIT 0.0% -0.4% 0.0 0 -78,520 0
ECAT funds › BLACKROCK ESG CAP ALLC TERM EXIT 0.0% -0.0% 0.0 0 -11,406 0
GDOG funds › GRAYSCALE DOGECOIN TR ETF EXIT 0.0% -0.1% 0.0 0 -33,254 0
CUSIP:59318D104 funds › MFS HIGH INCOME MUN TR EXIT 0.0% -1.1% 0.0 0 -1,266,853 0
CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT 0.0% -0.0% 0.0 0 -270,720 0
SPY funds › STATE STR SPDR S&P 500 ETF T EXIT 0.0% -0.1% 0.0 0 -725 0
CUSIP:59318T109 funds › MFS INTER HIGH INCOME FD EXIT 0.0% -0.0% 0.0 0 -127,491 0
CUSIP:09248D112 funds › BLACKROCK UTILS INFRASTRUCTU EXIT 0.0% -0.0% 0.0 0 -640,153 0
ZNTL funds › ZENTALIS PHARMACEUTICALS INC EXIT 0.0% -0.3% 0.0 0 -610,073 0
CUSIP:67074Y105 funds › NUVEEN REAL ASSET INCOME & G EXIT 0.0% -0.3% 0.0 0 -110,414 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 417 130 0.21 52% 0.051 0.265 in
2026Q1 443 115 0.25 58% 0.066 0.261 in
2025Q4 454 107 0.26 63% 0.087 0.247 in
2025Q3 430 62 0.21 72% 0.161 0.418 in
2025Q2 396 82 0.23 69% 0.163 0.368 entered
2025Q1 301 81 0.00 67% 0.174 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