Fund Universe

Waldron Private Wealth LLC

CIK 0001598180 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.896
AUM ($M)
2,888
Positions
350
Turnover
0.03
Top-10 wt
63%
Herfindahl
0.064
History (qtrs)
6
Excess Return
+6.6%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 368 positions · portfolio value $2,888M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTV funds › VANGUARD INDEX FDS ADD 13.9% +0.2% 400.8 1,839,020 +47,967 5
VUG funds › VANGUARD INDEX FDS ADD 13.1% +1.0% 377.7 4,384,499 +3,677,619 5
IXUS funds › ISHARES TR TRIM 9.6% -0.2% 275.9 2,890,655 -7,325 5
IWF funds › ISHARES TR ADD 9.4% +0.1% 272.6 2,195,611 +1,633,652 5
IWD funds › ISHARES TR TRIM 7.2% -0.1% 206.9 853,400 -16,215 5
VONG funds › VANGUARD SCOTTSDALE FDS TRIM 2.4% +0.0% 68.3 534,614 -11,753 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 2.1% -0.0% 61.3 82,041 -1,643 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 2.1% -0.1% 59.3 375,558 -1,348 5
IGF funds › ISHARES TR TRIM 1.6% -0.3% 45.8 688,085 -21,821 5
VBK funds › VANGUARD INDEX FDS TRIM 1.3% +0.1% 37.3 102,047 -1,135 5
IWN funds › ISHARES TR TRIM 1.2% +0.0% 36.0 162,783 -3,903 5
VTEB funds › VANGUARD MUN BD FDS TRIM 1.2% -0.2% 35.3 697,759 -9,804 5
VBR funds › VANGUARD INDEX FDS TRIM 1.2% -0.1% 35.2 144,689 -12,563 5
IWV funds › ISHARES TR TRIM 1.2% +0.0% 33.6 78,861 -1,232 5
VOO funds › VANGUARD INDEX FDS ADD 1.2% +0.2% 33.4 48,571 +9,657 5
AAPL funds › APPLE INC TRIM 1.1% -0.0% 31.4 108,448 -1,694 5
ACWI funds › ISHARES TR TRIM 1.1% +0.0% 31.3 199,242 -200 5
JAAA funds › JANUS DETROIT STR TR TRIM 0.9% -0.1% 27.1 536,366 -3,058 5
IUSG funds › ISHARES TR TRIM 0.9% -0.0% 26.8 142,383 -18,475 5 +3.7%
IWO funds › ISHARES TR TRIM 0.8% +0.1% 23.4 59,303 -1,557 5
FCF funds › FIRST COMWLTH FINL CORP PA TRIM 0.8% +0.0% 23.2 1,140,201 -11,428 5
IVV funds › ISHARES TR TRIM 0.8% -0.0% 23.0 30,770 -2,501 5
MUB funds › ISHARES TR TRIM 0.8% -0.1% 22.9 212,725 -1,528 5
IUSV funds › ISHARES TR TRIM 0.8% -0.1% 22.8 206,863 -27,820 5 -4.2%
SYK funds › STRYKER CORPORATION ADD 0.8% -0.1% 22.6 71,770 +1,675 5
MSFT funds › MICROSOFT CORP ADD 0.8% -0.0% 22.3 59,763 +5,638 5
VONV funds › VANGUARD SCOTTSDALE FDS TRIM 0.8% -0.0% 22.3 209,590 -5,680 5
GOOG funds › ALPHABET INC ADD 0.7% +0.1% 20.9 59,040 +72 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.7% -0.0% 20.7 29,380 -2,266 5
CWB funds › SPDR SERIES TRUST TRIM 0.6% -0.0% 18.0 167,023 -13,534 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.6% -0.0% 17.2 34,448 +460 5
VTI funds › VANGUARD INDEX FDS ADD 0.5% +0.0% 15.5 41,934 +2,564 5
CSCO funds › CISCO SYS INC ADD 0.5% +0.1% 13.9 118,540 +5,045 5
IJH funds › ISHARES TR TRIM 0.5% +0.0% 13.1 169,439 -279 5
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.5% +0.0% 13.0 450,000 +0 5
NVDA funds › NVIDIA CORPORATION TRIM 0.4% +0.0% 12.7 63,504 -146 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.4% +0.2% 12.4 36,313 +101 5
GOOGL funds › ALPHABET INC TRIM 0.4% +0.0% 12.1 33,859 -149 5
AMZN funds › AMAZON COM INC TRIM 0.4% +0.0% 10.3 43,149 -84 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.4% -0.0% 10.3 144,084 +1,254 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.1% 9.9 8,243 +107 5
IEFA funds › ISHARES TR TRIM 0.3% -0.0% 9.9 102,206 -396 5
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.3% +0.0% 9.7 61,780 +560 5
META funds › META PLATFORMS INC ADD 0.3% -0.0% 9.1 16,148 +58 5
REET funds › ISHARES TR TRIM 0.3% -0.0% 9.1 328,005 -12,631 5
CBU funds › COMMUNITY FINANCIAL SYSTEM I ADD 0.3% +0.0% 8.2 122,062 +9 5
ABBV funds › ABBVIE INC TRIM 0.3% +0.0% 7.4 29,274 -340 5
VGT funds › VANGUARD WORLD FD ADD 0.3% +0.0% 7.3 61,225 +53,605 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.2% -0.0% 6.9 21,060 -360 5
JNJ funds › JOHNSON & JOHNSON ADD 0.2% -0.0% 6.7 26,341 +599 5
IWY funds › ISHARES TR TRIM 0.2% +0.0% 6.4 22,078 -83 5
STBA funds › S & T BANCORP INC TRIM 0.2% +0.0% 6.1 123,942 -461 5
WMT funds › WALMART INC ADD 0.2% -0.0% 5.8 51,134 +293 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.2% +0.0% 5.7 95,385 +2,953 5
IWB funds › ISHARES TR TRIM 0.2% -0.0% 5.5 13,466 -373 5
VB funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 5.4 17,844 +1,110 5
BX funds › BLACKSTONE INC ADD 0.2% -0.0% 5.3 45,431 +14 5
RWO funds › SPDR INDEX SHS FDS TRIM 0.2% -0.0% 5.1 103,511 -2,208 5
MSA funds › MSA SAFETY INC TRIM 0.2% -0.0% 5.0 28,407 -2,269 5
SUN funds › SUNOCO LP/SUNOCO FIN CORP HOLD 0.2% -0.0% 4.8 71,000 +0 5
QCOM funds › QUALCOMM INC ADD 0.2% +0.0% 4.8 25,802 +128 5
AMGN funds › AMGEN INC TRIM 0.2% -0.0% 4.7 12,994 -57 5
BILS funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 4.6 46,581 -677 5
IJR funds › ISHARES TR TRIM 0.2% -0.0% 4.6 30,942 -3,259 5
XLI funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 4.1 22,384 -2,621 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 4.0 3,769 +192 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 3.8 10,053 -153 5
SCZ funds › ISHARES TR TRIM 0.1% -0.0% 3.8 46,015 -520 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% -0.0% 3.7 25,030 +477 5
PGR funds › PROGRESSIVE CORP HOLD 0.1% -0.0% 3.7 16,731 +0 5
XLF funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 3.6 66,390 -8,688 5
VDE funds › VANGUARD WORLD FD HOLD 0.1% -0.0% 3.6 23,694 +0 2 +6.5%
VNQ funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 3.5 36,494 +1,601 5
UBSI funds › UNITED BANKSHARES INC WEST V HOLD 0.1% -0.0% 3.3 72,399 +0 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 3.2 4,410 +569 5
V funds › VISA INC TRIM 0.1% +0.0% 3.2 9,396 -16 5
KO funds › COCA COLA CO ADD 0.1% -0.0% 3.1 38,294 +79 5
VXUS funds › VANGUARD STAR FDS ADD 0.1% +0.0% 3.0 34,981 +3,634 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 2.9 54,697 -4,211 5
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 2.9 15,291 +32 5
IAU funds › ISHARES GOLD TR HOLD 0.1% -0.0% 2.6 34,341 +0 4 +8.8%
TSLA funds › TESLA INC TRIM 0.1% -0.0% 2.6 6,155 -661 5
TRGP funds › TARGA RES CORP TRIM 0.1% -0.0% 2.6 9,650 -5 5
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 2.6 15,506 +203 5
CPB funds › THE CAMPBELLS COMPANY TRIM 0.1% -0.0% 2.5 111,906 -16,800 5
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.0% 2.5 3,392 +191 5
SNDK funds › SANDISK CORP TRIM 0.1% +0.1% 2.4 1,057 -181 3 +1048.5%
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.0% 2.4 4,981 +379 5
INTC funds › INTEL CORP ADD 0.1% +0.1% 2.4 16,953 +2,647 5
ASML funds › ASML HLDG NV TRIM 0.1% +0.0% 2.3 1,160 -235 5 +82.5%
CBFV funds › CB FINL SVCS INC HOLD 0.1% -0.0% 2.3 60,306 +0 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.0% 2.2 3,829 -141 4 +168.8%
IWX funds › ISHARES TR HOLD 0.1% +0.0% 2.2 21,097 +0 5
AGG funds › ISHARES TR ADD 0.1% -0.0% 2.2 22,343 +293 5
ABNB funds › AIRBNB INC TRIM 0.1% +0.0% 2.2 15,273 -58 5
EFA funds › ISHARES TR TRIM 0.1% -0.0% 2.1 20,482 -1,756 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.1% -0.0% 2.1 4,208 -13 5
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 2.1 7,591 +302 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% +0.0% 2.0 3,183 -728 3 +345.0%
ATI funds › ATI INC HOLD 0.1% +0.0% 2.0 9,903 +0 5
VV funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 1.9 5,632 +0 5
SONY funds › SONY GROUP CORP ADD 0.1% -0.0% 1.9 96,058 +4,211 5
IWM funds › ISHARES TR TRIM 0.1% +0.0% 1.9 6,359 -106 5
MA funds › MASTERCARD INCORPORATED ADD 0.1% +0.0% 1.9 3,685 +381 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.0% 1.9 8,317 -9 5
NOW funds › SERVICENOW INC TRIM 0.1% -0.0% 1.8 18,270 -40 5
AME funds › AMETEK INC ADD 0.1% +0.0% 1.8 7,482 +868 5
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 1.7 13,391 -12 5
VIS funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.7 4,608 +95 5
IEMG funds › ISHARES INC ADD 0.1% +0.0% 1.7 20,027 +1 5
SDY funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 1.6 10,842 +0 4 -6.0%
HD funds › HOME DEPOT INC ADD 0.1% +0.0% 1.6 4,605 +1,766 5
MTB funds › M & T BK CORP HOLD 0.1% +0.0% 1.5 6,500 +0 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 1.5 2 +0 5
GLD funds › SPDR GOLD TR TRIM 0.1% -0.0% 1.5 4,040 -249 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 1.5 5,160 +157 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 1.4 10,577 -11 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 1.4 6,297 +6,297 1 -11.2%
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 1.4 6,331 +6,331 1 -104.9%
FLEX funds › FLEX LTD TRIM 0.0% +0.0% 1.4 8,592 -2,153 3 +156.7%
SPYG funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 1.4 11,696 +0 5
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 1.4 29,140 -7,500 5
NEE funds › NEXTERA ENERGY INC ADD 0.0% -0.0% 1.3 14,817 +1 5
DE funds › DEERE & CO TRIM 0.0% -0.0% 1.3 2,025 -8 5
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 1.3 6,970 +476 5
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 1.2 15,481 +11,971 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.0% -0.0% 1.2 1,328 -21 5
GE funds › GE AEROSPACE ADD 0.0% +0.0% 1.2 3,319 +34 5
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 1.2 8,194 -122 5
EQT funds › EQT CORP ADD 0.0% -0.0% 1.2 22,581 +980 5
GII funds › SPDR INDEX SHS FDS HOLD 0.0% -0.0% 1.2 15,770 +0 5
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 1.2 1,014 +16 5
T funds › AT&T INC ADD 0.0% -0.0% 1.2 57,550 +1,156 5
IVE funds › ISHARES TR HOLD 0.0% -0.0% 1.2 5,244 +0 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% -0.0% 1.2 20,564 +244 5
EFAV funds › ISHARES TR TRIM 0.0% -0.0% 1.2 13,521 -28 5
ACM funds › AECOM ADD 0.0% +0.0% 1.2 16,883 +13,500 3 -87.1%
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 1.1 8,350 -2 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 1.1 15,696 -557 5
RBRK funds › RUBRIK INC. TRIM 0.0% +0.0% 1.1 14,041 -1,594 5
VCR funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 1.1 2,803 +0 2 -22.6%
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.0% -0.0% 1.1 4,074 -430 5
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 1.1 44,612 -551 5
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 1.1 7,199 -4 5
SPYV funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 1.1 17,910 -12 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 1.1 6,401 -206 5
BAC funds › BANK OF AMER CORP TRIM 0.0% +0.0% 1.1 18,621 -202 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 1.0 11,653 +285 3 +6.0%
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% -0.0% 1.0 3,257 +1 5
IWR funds › ISHARES TR TRIM 0.0% -0.0% 1.0 9,213 -845 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 1.0 8,670 +58 4 -23.8%
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 1.0 4,613 +2,037 2 -7.9%
EMR funds › EMERSON ELEC CO ADD 0.0% -0.0% 1.0 6,841 +75 5
ETN funds › EATON CORP PLC TRIM 0.0% +0.0% 1.0 2,267 -21 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.0% -0.0% 1.0 13,218 +37 5
SM funds › SM ENERGY COMPANY TRIM 0.0% -0.0% 0.9 36,351 -82 5
LIN funds › LINDE PLC ADD 0.0% +0.0% 0.9 1,820 +369 5
INSM funds › INSMED INC HOLD 0.0% -0.0% 0.9 8,810 +0 5
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 0.9 2,069 +0 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.0% -0.0% 0.9 21,306 +2,781 5
WPC funds › WP CAREY INC HOLD 0.0% -0.0% 0.9 12,041 +0 5
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 0.9 1,687 +0 5
GTEK funds › GOLDMAN SACHS ETF TR HOLD 0.0% +0.0% 0.8 13,425 +0 5
TMP funds › TOMPKINS FINL CORP HOLD 0.0% +0.0% 0.8 8,841 +0 5
PFE funds › PFIZER INC ADD 0.0% -0.0% 0.8 34,603 +69 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.8 8,999 -2,311 5
APH funds › AMPHENOL CORP HOLD 0.0% +0.0% 0.8 4,625 +0 5
EFV funds › ISHARES TR ADD 0.0% -0.0% 0.8 10,649 +9 5
VHT funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.8 2,713 +0 2 -12.0%
ITOT funds › ISHARES TR TRIM 0.0% +0.0% 0.8 4,937 -25 5
LOW funds › LOWES COS INC ADD 0.0% -0.0% 0.8 3,669 +88 5
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.0% -0.0% 0.8 9,183 +0 5
AMT funds › AMERICAN TOWER CORP TRIM 0.0% -0.0% 0.8 4,854 -300 5
TROW funds › PRICE T ROWE GROUP INC TRIM 0.0% +0.0% 0.8 6,884 -620 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.8 12,893 -2,254 3 -30.5%
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.0% -0.0% 0.8 15,080 +1,710 5
MS funds › MORGAN STANLEY TRIM 0.0% +0.0% 0.8 3,644 -17 5
DVY funds › ISHARES TR HOLD 0.0% -0.0% 0.8 4,845 +0 5
VFH funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.8 5,715 +36 5
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.8 651 +651 1 +311.8%
PNC funds › PNC FINL SVCS GROUP INC ADD 0.0% +0.0% 0.7 3,014 +515 5
WTAI funds › WISDOMTREE TR HOLD 0.0% +0.0% 0.7 15,621 +0 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.0% -0.0% 0.7 724 -45 5
DAL funds › DELTA AIR LINES INC ADD 0.0% +0.0% 0.7 7,773 +1 3 +66.7%
XLK funds › SELECT SECTOR SPDR TR TRIM 0.0% +0.0% 0.7 3,813 -100 5
IJK funds › ISHARES TR HOLD 0.0% +0.0% 0.7 6,134 +0 5
JPST funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% -0.0% 0.7 13,624 +0 5
RCI funds › ROGERS COMMUNICATIONS INC HOLD 0.0% -0.0% 0.7 21,180 +0 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.7 11,814 -766 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.7 6,501 -48 5
WBD funds › WARNER BROS DISCOVERY INC ADD 0.0% -0.0% 0.7 25,130 +81 5
MOAT funds › VANECK ETF TRUST TRIM 0.0% -0.0% 0.7 6,409 -496 3 -2.2%
XLV funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.7 4,097 -5,720 5
IYR funds › ISHARES TR HOLD 0.0% -0.0% 0.6 6,246 +0 5
DFUS funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.6 7,791 +0 4 +0.7%
DELL funds › DELL TECHNOLOGIES INC HOLD 0.0% +0.0% 0.6 1,475 +0 2 +1813.8%
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.0% +0.0% 0.6 1,278 +0 3 +6.7%
IHAK funds › ISHARES TR HOLD 0.0% +0.0% 0.6 10,245 +0 4 +9.3%
OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM 0.0% -0.0% 0.6 9,055 -243 5
ALLY funds › ALLY FINL INC HOLD 0.0% +0.0% 0.6 13,500 +0 5
MO funds › ALTRIA GROUP INC ADD 0.0% -0.0% 0.6 8,602 +42 5
BLK funds › BLACKROCK INC TRIM 0.0% -0.0% 0.6 624 -11 5
PSX funds › PHILLIPS 66 ADD 0.0% -0.0% 0.6 3,507 +450 5
SIRI funds › SIRIUSXM HOLDINGS INC HOLD 0.0% +0.0% 0.6 20,040 +0 5
C funds › CITIGROUP INC TRIM 0.0% +0.0% 0.6 4,225 -12 4 +30.0%
FTNT funds › FORTINET INC HOLD 0.0% +0.0% 0.6 3,835 +0 3 +122.8%
SCHK funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.6 16,000 +16,000 1 +3.3%
SUB funds › ISHARES TR TRIM 0.0% -0.0% 0.6 5,340 -585 5
PFG funds › PRINCIPAL FINANCIAL GROUP IN ADD 0.0% +0.0% 0.6 5,264 +60 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.6 1,383 -5 5
AMLP funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.6 10,847 +0 5
GNL funds › GLOBAL NET LEASE INC HOLD 0.0% -0.0% 0.6 62,651 +0 5
SOXX funds › ISHARES TR TRIM 0.0% +0.0% 0.5 857 -157 5 +90.0%
LVS funds › LAS VEGAS SANDS CORP HOLD 0.0% -0.0% 0.5 11,805 +0 5
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.5 1,815 +235 5
XLC funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.5 4,977 +0 5
NRG funds › NRG ENERGY INC HOLD 0.0% -0.0% 0.5 3,586 +0 5
CRM funds › SALESFORCE INC ADD 0.0% -0.0% 0.5 3,332 +184 5
NFLX funds › NETFLIX INC. ADD 0.0% -0.0% 0.5 7,189 +587 5
AXP funds › AMERICAN EXPRESS CO ADD 0.0% -0.0% 0.5 1,517 +10 5
LRCX funds › LAM RESEARCH CORP TRIM 0.0% +0.0% 0.5 1,181 -2 2 +71.9%
ARTY funds › ISHARES TR TRIM 0.0% +0.0% 0.5 6,698 -402 5 +54.9%
OEF funds › ISHARES TR HOLD 0.0% +0.0% 0.5 1,394 +0 5
FDX funds › FEDEX CORP ADD 0.0% -0.0% 0.5 1,615 +38 5
IEZ funds › ISHARES TR HOLD 0.0% -0.0% 0.5 18,660 +0 5
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.5 17,051 +0 5
FFIV funds › F5 INC HOLD 0.0% +0.0% 0.5 1,205 +0 3 +90.9%
XOP funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.5 3,247 +0 5
MGK funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.5 5,685 +4,591 5
WFC funds › WELLS FARGO & CO ADD 0.0% -0.0% 0.5 6,023 +168 5
ADI funds › ANALOG DEVICES INC ADD 0.0% +0.0% 0.5 1,238 +20 4 +48.6%
CORT funds › CORCEPT THERAPEUTICS INC HOLD 0.0% +0.0% 0.5 5,614 +0 2 +750.1%
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% +0.0% 0.5 1,170 -53 5
WDAY funds › WORKDAY INC TRIM 0.0% -0.0% 0.5 3,873 -17 5
OKTA funds › OKTA INC HOLD 0.0% +0.0% 0.5 3,404 +0 5
BA funds › BOEING CO TRIM 0.0% -0.0% 0.5 2,125 -344 5
AON funds › AON PLC TRIM 0.0% -0.0% 0.5 1,383 -22 5
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 0.5 10,057 +10,057 1 +981.7%
SLYV funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.5 4,149 +0 5
ESGU funds › ISHARES TR HOLD 0.0% +0.0% 0.5 2,755 +0 5
CMI funds › CUMMINS INC HOLD 0.0% +0.0% 0.4 618 +0 3 +33.0%
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.4 1,453 +1,453 1 +186.9% re-entry
VIG funds › VANGUARD SPECIALIZED FUNDS NEW 0.0% +0.0% 0.4 1,829 +1,829 1 +7.8%
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% +0.0% 0.4 1,918 +500 5
CVS funds › CVS HEALTH CORP TRIM 0.0% +0.0% 0.4 4,150 -344 5
EFG funds › ISHARES TR HOLD 0.0% -0.0% 0.4 3,439 +0 5
FAST funds › FASTENAL CO HOLD 0.0% -0.0% 0.4 8,896 +0 5
SBUX funds › STARBUCKS CORP HOLD 0.0% +0.0% 0.4 4,155 +0 4 -0.1%
SYF funds › SYNCHRONY FINANCIAL ADD 0.0% +0.0% 0.4 5,578 +114 5
COR funds › CENCORA INC ADD 0.0% +0.0% 0.4 1,467 +450 3 -42.3%
NFG funds › NATIONAL FUEL GAS CO TRIM 0.0% -0.0% 0.4 5,364 -4,188 2 -41.2% re-entry
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 0.4 3,327 -477 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.0% -0.0% 0.4 11,153 +378 5
ICF funds › ISHARES TR HOLD 0.0% -0.0% 0.4 6,048 +0 5
HYMC funds › HYCROFT MINING HOLDING CORP HOLD 0.0% -0.0% 0.4 17,293 +0 5
LLYVK funds › LIBERTY LIVE HOLDINGS INC HOLD 0.0% -0.0% 0.4 3,808 +0 3 +24.3%
IVOO funds › VANGUARD ADMIRAL FDS INC HOLD 0.0% +0.0% 0.4 3,052 +0 5
MMM funds › 3M CO ADD 0.0% +0.0% 0.4 2,455 +78 5
DLR funds › DIGITAL RLTY TR INC TRIM 0.0% -0.0% 0.4 2,186 -752 5
BAI funds › BLACKROCK ETF TRUST HOLD 0.0% +0.0% 0.4 7,389 +0 4 +27.4%
SLYG funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.4 3,250 +0 5
RSG funds › REPUBLIC SVCS INC NEW 0.0% +0.0% 0.4 1,817 +1,817 1 -22.7%
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.4 1,091 +23 5
ACWX funds › ISHARES TR HOLD 0.0% -0.0% 0.4 5,031 +0 5
SNX funds › TD SYNNEX CORPORATION HOLD 0.0% +0.0% 0.4 1,411 +0 3 +94.0%
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.0% -0.0% 0.4 721 -66 5
ARKW funds › ARK ETF TR HOLD 0.0% +0.0% 0.4 2,578 +0 5
VNQI funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.4 8,248 +0 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.0% +0.0% 0.4 1,240 +161 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.4 1,799 -43 5 -11.6%
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.0% +0.0% 0.4 704 +296 5
IDCC funds › INTERDIGITAL INC HOLD 0.0% -0.0% 0.3 1,234 +0 3 -21.7%
PVAL funds › PUTNAM ETF TRUST NEW 0.0% +0.0% 0.3 6,784 +6,784 1 +23.8%
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.0% +0.0% 0.3 4,678 +0 5
BE funds › BLOOM ENERGY CORP NEW 0.0% +0.0% 0.3 1,117 +1,117 1 -63.0%
NUE funds › NUCOR CORP HOLD 0.0% +0.0% 0.3 1,504 +0 4 +65.7%
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.3 1,875 +1,780 5
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.3 3,464 -84 5
GLW funds › CORNING INC TRIM 0.0% +0.0% 0.3 1,284 -210 2 +33.4%
IJJ funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,218 +0 5
IVW funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,360 +0 4 +1.5%
FWONK funds › LIBERTY MEDIA CORP DEL HOLD 0.0% -0.0% 0.3 3,405 +0 5
USB funds › US BANCORP ADD 0.0% +0.0% 0.3 5,345 +69 5
IYW funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,272 +0 4 +17.2%
PWR funds › QUANTA SVCS INC NEW 0.0% +0.0% 0.3 428 +428 1 -43.9%
CUSIP:92206C623 funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% +0.0% 0.3 1,067 -22 5
QSR funds › RESTAURANT BRANDS INTL INC HOLD 0.0% -0.0% 0.3 4,150 +0 5
DFTX funds › DEFINIUM THERAPEUTICS INC NEW 0.0% +0.0% 0.3 6,321 +6,321 1 +1972.2%
NVO funds › NOVO-NORDISK A S ADD 0.0% +0.0% 0.3 6,191 +210 4 -30.3%
NBIS funds › NEBIUS GROUP N.V. NEW 0.0% +0.0% 0.3 1,058 +1,058 1 +267.3%
VAW funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.3 1,270 +4 5
XLP funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.3 3,494 -7,565 5
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 0.3 3,832 -555 5
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.3 3,642 -315 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.3 1,185 +34 2 +25.0%
EXPE funds › EXPEDIA GROUP INC HOLD 0.0% -0.0% 0.3 1,105 +0 4 +39.8%
STNG funds › SCORPIO TANKERS INC HOLD 0.0% -0.0% 0.3 4,076 +0 4 +57.0%
CBSH funds › COMMERCE BANCSHARES INC NEW 0.0% +0.0% 0.3 4,882 +4,882 1 +65.7%
TFC funds › TRUIST FINL CORP TRIM 0.0% -0.0% 0.3 5,654 -1,151 5
SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD 0.0% +0.0% 0.3 3,151 +0 2 -72.1%
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 0.3 701 -5 5
CARG funds › CARGURUS INC HOLD 0.0% -0.0% 0.3 8,174 +0 3 -14.8%
HII funds › HUNTINGTON INGALLS INDS INC ADD 0.0% -0.0% 0.3 989 +36 3 -14.8%
AEM funds › AGNICO EAGLE MINES LTD HOLD 0.0% -0.0% 0.3 1,773 +0 5
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.0% -0.0% 0.3 1,647 -14 5
TDS funds › TELEPHONE & DATA SYS INC HOLD 0.0% -0.0% 0.3 7,400 +0 5
HUBB funds › HUBBELL INC HOLD 0.0% -0.0% 0.3 505 +0 5 -0.1%
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 0.3 1,032 -108 2 +197.9% re-entry
CW funds › CURTISS WRIGHT CORP HOLD 0.0% -0.0% 0.3 348 +0 2 -28.0%
NOBL funds › PROSHARES TR ADD 0.0% -0.0% 0.3 4,648 +2,324 4 -7.2%
GIS funds › GENERAL MILLS INC TRIM 0.0% -0.0% 0.2 7,125 -243 5
LNTH funds › LANTHEUS HLDGS INC NEW 0.0% +0.0% 0.2 2,197 +2,197 1 +15.5%
AVY funds › AVERY DENNISON CORP HOLD 0.0% -0.0% 0.2 1,500 +0 5
AX funds › AXOS FINANCIAL INC HOLD 0.0% +0.0% 0.2 2,487 +0 3 +25.8%
XLY funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.2 2,054 +0 5
PLD funds › PROLOGIS INC. TRIM 0.0% -0.0% 0.2 1,765 -1 2 -29.5% re-entry
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.2 463 -5 5
TDY funds › TELEDYNE TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 351 +351 1 +24.5%
VSGX funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.2 2,832 +2,832 1 +7.3%
CF funds › CF INDUSTRIES HOLD ADD 0.0% -0.0% 0.2 2,150 +100 2 +32.6%
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.0% -0.0% 0.2 2,525 -23 2 -34.9% re-entry
BKMI funds › BNY MELLON ETF TRUST II HOLD 0.0% -0.0% 0.2 8,769 +0 2 -34.4%
HRB funds › BLOCK H & R INC NEW 0.0% +0.0% 0.2 6,075 +6,075 1 +289.8% re-entry
ECL funds › ECOLAB INC ADD 0.0% -0.0% 0.2 820 +19 5
INSW funds › INTERNATIONAL SEAWAYS INC HOLD 0.0% -0.0% 0.2 2,970 +0 2 +145.7%
ZD funds › ZIFF DAVIS INC NEW 0.0% +0.0% 0.2 4,343 +4,343 1 +218.4%
SLV funds › ISHARES SILVER TR TRIM 0.0% -0.0% 0.2 4,208 -700 2 -54.4%
DUK funds › DUKE ENERGY CORP NEW HOLD 0.0% -0.0% 0.2 1,766 +0 2 -32.5%
ALB funds › ALBEMARLE CORP ADD 0.0% -0.0% 0.2 1,640 +64 5
WAB funds › WABTEC ADD 0.0% -0.0% 0.2 819 +1 2 +2.3% re-entry
PFIS funds › PEOPLES FINL SVCS CORP NEW 0.0% +0.0% 0.2 3,255 +3,255 1 +126.2%
SPYI funds › NEOS ETF TRUST NEW 0.0% +0.0% 0.2 4,033 +4,033 1 -3.4%
MLM funds › MARTIN MARIETTA MATLS INC ADD 0.0% -0.0% 0.2 371 +10 2 -64.3% re-entry
CTVA funds › CORTEVA INC ADD 0.0% -0.0% 0.2 2,509 +101 2 -27.5%
MTUM funds › ISHARES TR NEW 0.0% +0.0% 0.2 618 +618 1 +12.8%
SHEL funds › SHELL PLC HOLD 0.0% -0.0% 0.2 2,720 +0 5
FCN funds › FTI CONSULTING INC HOLD 0.0% -0.0% 0.2 1,390 +0 3 -32.4%
MATW funds › MATTHEWS INTL CORP NEW 0.0% +0.0% 0.2 7,656 +7,656 1 -66.7%
VST funds › VISTRA CORP NEW 0.0% +0.0% 0.2 1,282 +1,282 1 +15.9%
COWZ funds › PACER FDS TR HOLD 0.0% -0.0% 0.2 3,245 +0 2 -7.1%
OLLI funds › OLLIES BARGAIN OUTLET HLDGS HOLD 0.0% -0.0% 0.2 2,620 +0 5 -55.1%
SUPN funds › SUPERNUS PHARMACEUTICALS HOLD 0.0% -0.0% 0.2 4,330 +0 3 -14.9%
LBTYK funds › LIBERTY GLOBAL LTD HOLD 0.0% -0.0% 0.2 17,200 +0 5
AMC funds › AMC ENTMT HLDGS INC ADD Common Stock 0.0% +0.0% 0.1 49,864 +24,228 5
TDOC funds › TELADOC HEALTH INC HOLD 0.0% +0.0% 0.1 10,552 +0 2 +96.2%
TGB funds › TREKOR METALS LTD NEW 0.0% +0.0% 0.1 12,000 +12,000 1 +154.9%
RXT funds › RACKSPACE TECHNOLOGY INC NEW 0.0% +0.0% 0.1 11,000 +11,000 1 -66.2%
TMC funds › TMC THE METALS COMPANY INC TRIM 0.0% -0.0% 0.1 15,938 -3,200 3 -47.9%
ACH funds › ACCENDRA HEALTH INC HOLD 0.0% +0.0% 0.1 18,684 +0 5
AIFF funds › FIREFLY NEUROSCIENCE INC HOLD 0.0% -0.0% 0.0 12,000 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -12,785 0
OXY funds › OCCIDENTAL PETE CORP EXIT 0.0% -0.0% 0.0 0 -4,061 0 +156.1%
XLU funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -25,578 0
LMBS funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -0.0% 0.0 0 -8,165 0 -21.5%
TYL funds › TYLER TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -636 0
XTL funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -2,474 0
LBRDK funds › LIBERTY BROADBAND CORP EXIT 0.0% -0.0% 0.0 0 -5,602 0
CRWD funds › CROWDSTRIKE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -553 0 +41.6%
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.2% 0.0 0 -28,677 0
ADBE funds › ADOBE INC EXIT 0.0% -0.0% 0.0 0 -1,009 0
CUSIP:876511106 funds › TASEKO MINES LTD EXIT 0.0% -0.0% 0.0 0 -12,000 0
FRBA funds › FIRST BK WILLIAMSTOWN NEW JE EXIT 0.0% -0.0% 0.0 0 -10,988 0 -24.0%
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -718 0 -26.2%
HURN funds › HURON CONSULTING GROUP INC EXIT 0.0% -0.0% 0.0 0 -1,831 0 -79.4%
MSTR funds › STRATEGY INC EXIT 0.0% -0.0% 0.0 0 -6,888 0
PHYS funds › SPROTT ASSET MANAGEMENT LP EXIT 0.0% -0.0% 0.0 0 -6,300 0 -61.5%
IRM funds › IRON MTN INC DEL EXIT 0.0% -0.0% 0.0 0 -2,023 0 +36.5% re-entry
FIW funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -0.0% 0.0 0 -2,225 0 -37.5%

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 2,888 350 0.03 63% 0.064 0.894 in
2026Q1 2,564 342 0.05 62% 0.061 0.876 in
2025Q4 2,530 325 0.03 60% 0.057 0.867 in
2025Q3 2,468 313 0.03 60% 0.056 0.866 in
2025Q2 2,293 298 0.06 60% 0.055 0.843 entered
2025Q1 2,118 293 0.00 59% 0.052 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