Fund Universe

IPG Investment Advisors LLC

CIK 0001602237 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.229
AUM ($M)
696
Positions
268
Turnover
0.18
Top-10 wt
35%
Herfindahl
0.020
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 308 positions · portfolio value $696M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 7.8% -0.3% 54.5 72,944 +419 5
NVDA funds › NVIDIA CORPORATION TRIM 5.5% -0.5% 38.1 190,351 -7,847 5
AMZN funds › AMAZON COM INC TRIM 3.4% -0.3% 23.6 98,914 -4,045 5
AAPL funds › APPLE INC ADD 3.2% +0.1% 22.6 78,040 +6,854 5
GOOGL funds › ALPHABET INC TRIM 3.0% +0.0% 20.5 57,503 -1,569 5
MU funds › MICRON TECHNOLOGY INC TRIM 2.7% +1.4% 18.5 15,989 -4,882 4
SHV funds › ISHARES TR ADD 2.5% -0.0% 17.1 154,873 +24,245 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 2.3% -0.1% 16.1 75,763 +2,574 5
PGR funds › PROGRESSIVE CORP TRIM 2.2% -0.2% 15.6 71,253 -775 4
MSFT funds › MICROSOFT CORP TRIM 2.0% -0.4% 13.6 36,400 -1,080 5
QQQ funds › INVESCO QQQ TR TRIM 1.9% +0.0% 13.0 17,712 -1,190 5
MUSA funds › MURPHY USA INC TRIM 1.7% -1.1% 12.1 22,422 -10,630 4
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 1.6% -0.4% 11.1 120,960 -2,604 4
AERO funds › GRUPO AEROMEXICO SAB DE CV HOLD 1.5% +0.1% 10.6 591,657 +0 2
IEF funds › ISHARES TR ADD 1.5% +0.4% 10.3 108,690 +41,266 5
LQD funds › ISHARES TR ADD 1.4% +1.1% 9.6 87,660 +74,851 5
META funds › META PLATFORMS INC ADD 1.4% -0.1% 9.5 16,944 +2,166 5
VTV funds › VANGUARD INDEX FDS ADD 1.2% -0.1% 8.6 39,608 +320 5
PANW funds › PALO ALTO NETWORKS INC ADD 1.2% +0.7% 8.6 25,161 +5,264 5
TLT funds › ISHARES TR ADD 1.2% -0.2% 8.2 94,381 +1,761 5
SGI funds › SOMNIGROUP INTERNATIONAL INC ADD 1.2% -0.1% 8.1 103,413 +1,574 4
HEIA funds › HEICO CORP NEW TRIM 1.1% -0.1% 7.9 30,489 -3,052 4
AVGO funds › BROADCOM INC TRIM 1.1% -0.0% 7.7 20,290 -858 5
JACK funds › JACK IN THE BOX INC TRIM 1.1% +0.2% 7.4 469,300 -66,996 5
GS funds › GOLDMAN SACHS GROUP INC ADD 1.1% +0.2% 7.3 7,250 +1,272 5
VGK funds › VANGUARD INTL EQUITY INDEX F TRIM 1.0% -0.1% 6.9 78,486 -106 4
GEV funds › GE VERNOVA INC ADD 1.0% +0.4% 6.9 5,889 +1,614 5
VGLT funds › VANGUARD SCOTTSDALE FDS HOLD 0.9% -0.2% 6.0 109,165 +0 2
SLQD funds › ISHARES TR ADD 0.9% +0.6% 6.0 119,283 +87,026 5
VOO funds › VANGUARD INDEX FDS ADD 0.8% +0.0% 5.8 8,497 +483 5
TSLA funds › TESLA INC TRIM 0.8% -0.2% 5.8 13,784 -3,140 5
ASML funds › ASML HLDG NV TRIM 0.8% -0.2% 5.8 2,909 -1,720 5
OI funds › O-I GLASS INC ADD 0.8% -0.2% 5.3 548,063 +24,705 5
EWJ funds › ISHARES INC ADD 0.7% -0.0% 4.9 52,475 +1,930 5
GLD funds › SPDR GOLD TR TRIM 0.7% -0.4% 4.9 13,238 -1,838 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.7% -0.1% 4.7 9,450 +232 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.7% +0.4% 4.7 8,126 -1,240 5
JPM funds › JPMORGAN CHASE & CO HOLD 0.7% -0.0% 4.6 14,009 +0 5
BIL funds › SPDR SERIES TRUST TRIM 0.7% -0.5% 4.5 49,567 -25,580 5
GT funds › GOODYEAR TIRE & RUBR CO TRIM 0.6% -0.3% 4.3 651,295 -177,430 5
WMT funds › WALMART INC TRIM 0.6% -0.5% 4.0 34,919 -13,508 5
WHR funds › WHIRLPOOL CORP ADD 0.6% -0.1% 3.9 98,935 +31,200 5
KLAC funds › KLA CORP NEW 0.6% +0.6% 3.9 12,770 +12,770 1
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.5% -0.4% 3.7 3,975 -1,574 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.5% -0.0% 3.7 51,434 +6,568 5
TPL funds › TEXAS PACIFIC LAND CORPORATI TRIM 0.5% -0.5% 3.6 8,130 -3,689 4
MA funds › MASTERCARD INCORPORATED TRIM 0.5% -0.1% 3.6 6,925 -40 5
GOOG funds › ALPHABET INC ADD 0.5% +0.2% 3.5 10,047 +3,051 5
COHR funds › COHERENT CORP NEW 0.5% +0.5% 3.5 8,900 +8,900 1
IESC funds › IES HOLDINGS INC TRIM 0.5% +0.1% 3.5 4,766 -462 2
MS funds › MORGAN STANLEY TRIM 0.5% +0.0% 3.4 16,099 -7 5
LRCX funds › LAM RESEARCH CORP ADD 0.5% +0.2% 3.3 7,567 +163 5
VUG funds › VANGUARD INDEX FDS ADD 0.4% -0.0% 3.1 35,902 +29,913 5
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW 0.4% +0.4% 3.1 11,318 +11,318 1
IVV funds › ISHARES TR ADD 0.4% +0.1% 2.9 3,938 +1,480 5
CEF funds › SPROTT ASSET MANAGEMENT LP ADD 0.4% -0.2% 2.9 72,906 +1,750 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.4% +0.0% 2.9 5,996 -560 5
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.4% -0.0% 2.8 33,472 +0 4
SNDK funds › SANDISK CORP NEW 0.4% +0.4% 2.8 1,221 +1,221 1
WDC funds › WESTERN DIGITAL CORP TRIM 0.4% +0.1% 2.7 4,292 -1,360 3
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.4% -0.1% 2.6 79,512 +4,949 5
LLY funds › ELI LILLY & CO NEW 0.4% +0.4% 2.5 2,122 +2,122 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.4% +0.0% 2.5 48,962 +13,702 2
VST funds › VISTRA CORP ADD 0.4% -0.0% 2.5 15,500 +1,123 5
JBS funds › JBS N.V. ADD 0.4% -0.0% 2.5 206,900 +86,100 3
APH funds › AMPHENOL CORP NEW 0.3% +0.3% 2.4 13,793 +13,793 1
BOXX funds › EA SERIES TRUST ADD 0.3% +0.3% 2.4 20,460 +17,423 4
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.3% +0.3% 2.4 8,016 +5,301 2
HD funds › HOME DEPOT INC TRIM 0.3% -0.1% 2.4 6,737 -900 5
FTEC funds › FIDELITY COVINGTON TRUST NEW 0.3% +0.3% 2.4 8,240 +8,240 1
ROK funds › ROCKWELL AUTOMATION INC NEW 0.3% +0.3% 2.4 4,750 +4,750 1
DELL funds › DELL TECHNOLOGIES INC TRIM 0.3% +0.0% 2.3 5,395 -5,905 5
GNRC funds › GENERAC HLDGS INC TRIM 0.3% -0.3% 2.3 7,802 -11,276 5
BNY funds › BANK OF NY MELLON CORP ADD 0.3% +0.0% 2.2 15,113 +597 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.3% +0.0% 2.2 4,339 +836 2
CRM funds › SALESFORCE INC TRIM 0.3% -0.2% 2.1 13,059 -2,025 5
STT funds › STATE STR CORP NEW 0.3% +0.3% 2.0 11,952 +11,952 1
DRAM funds › ROUNDHILL ETF TRUST NEW 0.3% +0.3% 2.0 27,358 +27,358 1
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.3% +0.3% 2.0 11,561 +11,561 1
CLS funds › CELESTICA INC ADD 0.3% +0.2% 2.0 5,360 +4,385 3
IWM funds › ISHARES TR ADD 0.3% +0.0% 1.9 6,461 +477 5
DVA funds › DAVITA INC NEW 0.3% +0.3% 1.9 8,712 +8,712 1
ADI funds › ANALOG DEVICES INC NEW 0.3% +0.3% 1.9 4,840 +4,840 1
MET funds › METLIFE INC NEW 0.3% +0.3% 1.9 22,623 +22,623 1
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.3% +0.3% 1.9 8,509 +8,509 1
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.3% +0.3% 1.9 5,068 +5,068 1
OSG funds › OCTAVE SPECIALTY GROUP INC TRIM 0.3% +0.0% 1.9 303,930 -21,686 2
WELL funds › WELLTOWER INC NEW 0.3% +0.3% 1.9 8,302 +8,302 1
MTCH funds › MATCH GROUP INC NEW NEW 0.3% +0.3% 1.9 49,437 +49,437 1
MNST funds › MONSTER BEVERAGE CORP NEW NEW 0.3% +0.3% 1.9 19,554 +19,554 1
EBAY funds › EBAY INC. ADD 0.3% +0.2% 1.9 16,815 +14,225 2
EIX funds › EDISON INTL NEW 0.3% +0.3% 1.9 25,060 +25,060 1
FIX funds › COMFORT SYS USA INC NEW 0.3% +0.3% 1.8 925 +925 1
WAB funds › WABTEC NEW 0.3% +0.3% 1.8 6,740 +6,740 1
MELI funds › MERCADOLIBRE INC ADD 0.3% +0.2% 1.8 1,055 +766 5
TJX funds › TJX COS INC NEW ADD 0.3% -0.0% 1.8 11,800 +1,508 3
EEM funds › ISHARES TR ADD 0.2% +0.0% 1.7 25,225 +68 5
PWR funds › QUANTA SVCS INC TRIM 0.2% -0.0% 1.7 2,390 -342 4
BWA funds › BORGWARNER INC NEW 0.2% +0.2% 1.7 25,835 +25,835 1
BALL funds › BALL CORP NEW 0.2% +0.2% 1.7 26,880 +26,880 1
BAC funds › BANK OF AMER CORP HOLD 0.2% -0.0% 1.7 29,355 +0 5
MPWR funds › MONOLITHIC PWR SYS INC NEW 0.2% +0.2% 1.7 1,197 +1,197 1
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.2% +0.1% 1.6 17,019 +8,415 5
HMC funds › HONDA MOTOR CO LTD TRIM 0.2% -0.0% 1.6 60,645 -7,620 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.2% -0.0% 1.5 2 +0 3
IAU funds › ISHARES GOLD TR ADD 0.2% -0.1% 1.5 19,621 +1,874 5
DIS funds › DISNEY WALT CO TRIM 0.2% -0.0% 1.5 14,975 -224 5
CUSIP:89055F103 funds › TOPBUILD COR NEW 0.2% +0.2% 1.4 3,912 +3,912 1
VCIT funds › VANGUARD SCOTTSDALE FDS HOLD 0.2% -0.0% 1.4 16,500 +0 5
IVE funds › ISHARES TR ADD 0.2% +0.0% 1.3 5,896 +802 5
CORP funds › PIMCO ETF TR HOLD 0.2% -0.0% 1.3 13,750 +0 5
EMBJ funds › EMBRAER S.A. ADD 0.2% -0.0% 1.3 20,300 +1,750 5
FSLR funds › FIRST SOLAR INC HOLD 0.2% +0.0% 1.2 5,188 +0 5
DGRO funds › ISHARES TR HOLD 0.2% -0.0% 1.2 15,575 +0 5
SHYG funds › ISHARES TR ADD 0.2% -0.0% 1.2 27,378 +1,039 5
OPEN funds › OPENDOOR TECHNOLOGIES INC HOLD 0.2% -0.0% 1.2 250,000 +0 4
NU funds › NU HLDGS LTD ADD 0.2% -0.0% 1.1 83,026 +8,880 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.2% -0.0% 1.1 2,848 -996 4
DBC funds › INVESCO DB COMMDY INDX TRCK TRIM 0.2% -0.0% 1.1 41,005 -40 4
LW funds › LAMB WESTON HLDGS INC ADD 0.2% +0.0% 1.0 24,270 +7,630 2
PYPL funds › PAYPAL HLDGS INC ADD 0.1% +0.0% 1.0 23,989 +6,295 2
IGV funds › ISHARES TR ADD 0.1% +0.0% 1.0 11,151 +3,086 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.1% +0.1% 1.0 1,032 +142 2
ORCL funds › ORACLE CORP TRIM 0.1% -0.1% 1.0 6,767 -4,509 5
SMH funds › VANECK ETF TRUST HOLD 0.1% +0.0% 0.9 1,429 +0 4
XBI funds › SPDR SERIES TRUST ADD 0.1% +0.1% 0.9 5,908 +2,852 3
OUST funds › OUSTER INC ADD 0.1% +0.1% 0.9 14,924 +4,924 2
RKLB funds › ROCKET LAB CORP ADD 0.1% +0.1% 0.9 9,106 +2,540 5
SOXX funds › ISHARES TR TRIM 0.1% +0.0% 0.9 1,422 -59 5
GRNY funds › TIDAL TRUST I ADD 0.1% +0.0% 0.9 32,100 +4,300 5
VGNT funds › VERSIGENT PLC NEW 0.1% +0.1% 0.9 20,725 +20,725 1
QCOM funds › QUALCOMM INC TRIM 0.1% -0.0% 0.8 4,569 -2,225 5
MGA funds › MAGNA INTL INC TRIM 0.1% -0.2% 0.8 12,670 -21,310 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 0.8 10,400 +0 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.1% 0.8 9,137 +4,632 5
PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM 0.1% -0.1% 0.8 27,064 -4,277 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.8 4,247 +150 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.8 1,887 -237 4
ASTS funds › AST SPACEMOBILE INC ADD 0.1% +0.0% 0.8 8,660 +1,185 4
UUP funds › INVESCO DB US DLR INDEX TR NEW 0.1% +0.1% 0.7 26,256 +26,256 1
NFLX funds › NETFLIX INC. TRIM 0.1% -0.3% 0.7 10,245 -15,452 5
CMCSA funds › COMCAST CORP NEW NEW 0.1% +0.1% 0.7 29,690 +29,690 1
VGT funds › VANGUARD WORLD FD ADD 0.1% -0.1% 0.7 6,026 +4,388 5
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 0.1% -0.0% 0.7 9,965 +0 5
DIA funds › STATE STR SPDR DOW JONES IND ADD 0.1% -0.0% 0.7 1,329 +62 5
BAI funds › BLACKROCK ETF TRUST ADD 0.1% +0.0% 0.7 12,612 +462 5
YPF funds › YPF SOCIEDAD ANONIMA ADD 0.1% +0.1% 0.7 14,317 +8,930 2
AGG funds › ISHARES TR ADD 0.1% -0.0% 0.6 6,540 +496 2
INTC funds › INTEL CORP TRIM 0.1% +0.0% 0.6 4,617 -1,058 3
RSPT funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 0.6 9,250 +0 3
CAT funds › CATERPILLAR INC HOLD 0.1% +0.0% 0.6 556 +0 4
QQQM funds › INVESCO EXCH TRADED FD TR II TRIM 0.1% +0.0% 0.6 1,928 -33 5
QUAL funds › ISHARES TR TRIM 0.1% -0.0% 0.6 2,637 -182 5
HYG funds › ISHARES TR ADD 0.1% -0.0% 0.6 7,064 +529 2
SE funds › SEA LTD HOLD 0.1% -0.0% 0.6 5,865 +0 5
NBIS funds › NEBIUS GROUP N.V. TRIM 0.1% -0.0% 0.6 2,025 -3,375 5
VBR funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.5 2,211 +0 5
SHOP funds › SHOPIFY INC NEW 0.1% +0.1% 0.5 4,681 +4,681 1
UAL funds › UNITED AIRLS HLDGS INC ADD 0.1% +0.0% 0.5 3,900 +500 3
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.5 8,548 +2,215 2
TM funds › TOYOTA MOTOR CORP ADD 0.1% -0.0% 0.5 2,860 +515 4
XLE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.1% 0.5 9,005 -2,854 5
MSTR funds › STRATEGY INC ADD 0.1% -0.0% 0.5 5,500 +376 2
GLW funds › CORNING INC ADD 0.1% +0.0% 0.5 1,821 +290 2
VXUS funds › VANGUARD STAR FDS ADD 0.1% +0.0% 0.5 5,284 +1,414 3
BAR funds › GRANITESHARES GOLD TR HOLD 0.1% -0.0% 0.4 11,100 +0 2
JPIE funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 0.4 9,500 +0 4
GE funds › GE AEROSPACE TRIM 0.1% -0.3% 0.4 1,145 -5,844 5
PSLV funds › SPROTT ASSET MANAGEMENT LP HOLD 0.1% -0.0% 0.4 22,390 +0 5
ETHA funds › ISHARES ETHEREUM TR ADD 0.1% -0.0% 0.4 35,123 +1,725 4
KGC funds › KINROSS GOLD CORP TRIM 0.1% -0.0% 0.4 17,625 -907 4
MOAT funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.4 3,986 +0 5
FXI funds › ISHARES TR ADD 0.1% -0.0% 0.4 12,938 +1,375 5
ARKK funds › ARK ETF TR TRIM 0.1% -0.0% 0.4 5,036 -315 5
VBK funds › VANGUARD INDEX FDS TRIM 0.1% -0.3% 0.4 1,091 -1,296 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.4 2,498 +888 2
HACK funds › AMPLIFY ETF TR HOLD 0.1% +0.0% 0.4 3,715 +0 5
VICR funds › VICOR CORP NEW 0.1% +0.1% 0.4 965 +965 1
XLF funds › SELECT SECTOR SPDR TR HOLD 0.1% -0.0% 0.4 6,650 +0 5
QQQI funds › NEOS ETF TRUST HOLD 0.1% -0.0% 0.4 6,175 +0 3
MRK funds › MERCK & CO INC TRIM 0.1% -0.3% 0.3 2,702 -13,125 3
NASA funds › TEMA ETF TRUST NEW 0.0% +0.0% 0.3 11,400 +11,400 1
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.0% -0.1% 0.3 2,200 -830 3
AXP funds › AMERICAN EXPRESS CO HOLD 0.0% -0.0% 0.3 1,003 +0 5
ANET funds › ARISTA NETWORKS INC TRIM 0.0% -0.4% 0.3 1,988 -18,337 5
CEMB funds › ISHARES INC ADD 0.0% -0.0% 0.3 7,389 +611 2
URA funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.3 7,600 -697 4
ITA funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,368 -108 5
IWB funds › ISHARES TR HOLD 0.0% -0.0% 0.3 781 +0 5
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.3 1,970 +1,970 1
EMB funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,283 +0 5
CGNX funds › COGNEX CORP NEW 0.0% +0.0% 0.3 4,325 +4,325 1
CIEN funds › CIENA CORP NEW 0.0% +0.0% 0.3 635 +635 1
USIG funds › ISHARES TR HOLD 0.0% -0.0% 0.3 6,027 +0 5
GDX funds › VANECK ETF TRUST ADD 0.0% -0.0% 0.3 4,031 +938 5
B funds › BARRICK MNG CORP HOLD 0.0% -0.0% 0.3 8,200 +0 5
SMTC funds › SEMTECH CORP NEW 0.0% +0.0% 0.3 1,831 +1,831 1
NUKZ funds › EXCHANGE TRADED CONCEPTS TRU HOLD 0.0% -0.0% 0.3 4,330 +0 4
RACE funds › FERRARI N V ADD 0.0% -0.0% 0.3 790 +40 2
IYF funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,258 +0 5
SPYI funds › NEOS ETF TRUST HOLD 0.0% -0.0% 0.3 5,399 +0 3
BXSL funds › BLACKSTONE SECD LENDING FD TRIM 0.0% -0.0% 0.3 11,615 -85 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.0% -0.3% 0.3 1,034 -6,478 5
CPA funds › COPA HOLDINGS SA NEW 0.0% +0.0% 0.3 1,760 +1,760 1
FCEL funds › FUELCELL ENERGY INC NEW 0.0% +0.0% 0.3 7,580 +7,580 1
RCL funds › ROYAL CARIBBEAN GROUP HOLD 0.0% -0.0% 0.3 826 +0 5
LDUR funds › PIMCO ETF TR HOLD 0.0% -0.0% 0.3 2,743 +0 5
EQIX funds › EQUINIX INC NEW 0.0% +0.0% 0.3 251 +251 1
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.3 540 +540 1
GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD 0.0% -0.0% 0.3 5,720 +0 4
GDXJ funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.3 2,650 +2,650 1
NVO funds › NOVO-NORDISK A S ADD 0.0% +0.0% 0.3 5,386 +100 4
FSM funds › FORTUNA MNG CORP HOLD 0.0% -0.0% 0.3 30,500 +0 4
NVT funds › NVENT ELEC PLC TRIM 0.0% +0.0% 0.3 1,515 -200 2
XLY funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.3 2,180 +2,180 1
NCLH funds › NORWEGIAN CRUISE LINE HLDGS TRIM 0.0% -0.0% 0.3 12,000 -359 5
XME funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.3 2,368 +2,368 1
TE funds › T1 ENERGY INC NEW 0.0% +0.0% 0.2 25,750 +25,750 1
XMTR funds › XOMETRY INC NEW 0.0% +0.0% 0.2 2,500 +2,500 1
FEZ funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.2 3,449 -87 5
FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% -0.0% 0.2 880 +0 5
BX funds › BLACKSTONE INC NEW 0.0% +0.0% 0.2 1,973 +1,973 1
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.2 2,205 -165 5
HMY funds › HARMONY GOLD MNG LTD HOLD 0.0% -0.0% 0.2 15,000 +0 4
FROG funds › JFROG LTD NEW 0.0% +0.0% 0.2 2,505 +2,505 1
LUNR funds › INTUITIVE MACHINES INC TRIM 0.0% -0.0% 0.2 10,600 -2,200 2
CX funds › CEMEX SA EURO MTN BE 144A TRIM 0.0% -0.2% 0.2 18,828 -86,785 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.2 3,675 +3,675 1
NIO funds › NIO INC TRIM 0.0% -0.0% 0.2 44,614 -4,915 5
OBDC funds › BLUE OWL CAPITAL CORPORATION HOLD 0.0% -0.0% 0.2 20,155 +0 5
TTMI funds › TTM TECHNOLOGIES INC TRIM 0.0% -0.0% 0.2 1,200 -2,555 2
HEDJ funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.2 3,900 +0 3
V funds › VISA INC NEW 0.0% +0.0% 0.2 647 +647 1
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.2 662 +662 1
KMLM funds › KRANESHARES TRUST HOLD 0.0% -0.0% 0.2 8,048 +0 5
PENG funds › PENGUIN SOLUTIONS INC NEW 0.0% +0.0% 0.2 2,913 +2,913 1
ISRG funds › INTUITIVE SURGICAL INC NEW 0.0% +0.0% 0.2 549 +549 1
THNQ funds › EXCHANGE TRADED CONCEPTS TRU NEW 0.0% +0.0% 0.2 2,393 +2,393 1
IWN funds › ISHARES TR HOLD 0.0% -0.0% 0.2 981 +0 2
SPYG funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.2 1,818 +1,818 1
SKYY funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.2 1,600 +1,600 1
VLUE funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,065 +1,065 1
WFC funds › WELLS FARGO & CO HOLD 0.0% -0.0% 0.2 2,550 +0 5
MAGS funds › LISTED FDS TR NEW 0.0% +0.0% 0.2 3,250 +3,250 1
MTUM funds › ISHARES TR NEW 0.0% +0.0% 0.2 608 +608 1
GFI funds › GOLD FIELDS LTD HOLD 0.0% -0.0% 0.2 6,100 +0 4
VIG funds › VANGUARD SPECIALIZED FUNDS NEW 0.0% +0.0% 0.2 857 +857 1
ARM funds › ARM HOLDINGS PLC TRIM 0.0% -0.0% 0.2 570 -845 2
TAN funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.2 3,410 +3,410 1
PAVE funds › GLOBAL X FDS NEW 0.0% +0.0% 0.2 3,397 +3,397 1
BDJ funds › BLACKROCK ENHANCED EQUITY DI HOLD 0.0% -0.0% 0.2 20,000 +0 3
JOBY funds › JOBY AVIATION INC HOLD 0.0% -0.0% 0.2 20,000 +0 4
BTAL funds › AGF INVTS TR ADD ETP 0.0% -0.0% 0.2 15,176 +3,400 5
ITUB funds › ITAU UNIBANCO HLDG S A NEW 0.0% +0.0% 0.2 19,277 +19,277 1
POET funds › POET TECHNOLOGIES INC NEW 0.0% +0.0% 0.1 14,500 +14,500 1
JMIA funds › JUMIA TECHNOLOGIES AG NEW 0.0% +0.0% 0.1 16,513 +16,513 1
TIGR funds › UP FINTECH HLDG LTD ADD 0.0% -0.0% 0.1 26,370 +10,520 3
TAL funds › TAL ED GROUP HOLD 0.0% -0.0% 0.1 10,000 +0 2
GLDG funds › GOLDMINING INC ADD 0.0% +0.0% 0.1 72,050 +46,550 2
TZA funds › DIREXION SHARES ETF TRUST HOLD 0.0% -0.0% 0.1 15,000 +0 5
TMQ funds › TRILOGY METALS INC NEW HOLD 0.0% -0.0% 0.1 14,850 +0 5
BBD funds › BANCO BRADESCO S A HOLD 0.0% -0.0% 0.0 13,576 +0 5
GGN funds › GAMCO GLOBAL GOLD NAT RES & HOLD 0.0% -0.0% 0.0 10,000 +0 2
CTMX funds › CYTOMX THERAPEUTICS INC. HOLD 0.0% -0.0% 0.0 12,500 +0 5
OPK funds › OPKO HEALTH INC HOLD 0.0% +0.0% 0.0 30,000 +0 5
QSI funds › QUANTUM SI INC NEW 0.0% +0.0% 0.0 30,864 +30,864 1
CBUS funds › CIBUS INC NEW 0.0% +0.0% 0.0 10,000 +10,000 1
CELU funds › CELULARITY INC HOLD 0.0% -0.0% 0.0 17,169 +0 3
HOOD funds › ROBINHOOD MKTS INC EXIT 0.0% -0.0% 0.0 0 -2,945 0
TRV funds › TRAVELERS COMPANIES INC EXIT 0.0% -0.3% 0.0 0 -5,044 0
AEIS funds › ADVANCED ENERGY INDS EXIT 0.0% -0.0% 0.0 0 -795 0
RWM funds › PROSHARES TR EXIT 0.0% -0.1% 0.0 0 -27,000 0
PNC funds › PNC FINL SVCS GROUP INC EXIT 0.0% -0.3% 0.0 0 -7,616 0
FMC funds › FMC CORP EXIT 0.0% -0.0% 0.0 0 -15,050 0
RL funds › RALPH LAUREN CORP EXIT 0.0% -0.3% 0.0 0 -4,442 0
KEYS funds › KEYSIGHT TECHNOLOGIES INC EXIT 0.0% -0.3% 0.0 0 -5,415 0
VTI funds › VANGUARD INDEX FDS EXIT 0.0% -0.1% 0.0 0 -1,789 0
CRS funds › CARPENTER TECHNOLOGY CORP EXIT 0.0% -0.0% 0.0 0 -695 0
VTWO funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.1% 0.0 0 -5,679 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.3% 0.0 0 -15,271 0
CVX funds › CHEVRON CORPORATION EXIT 0.0% -0.0% 0.0 0 -1,023 0
USRT funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -11,350 0
SNBRQ funds › SLEEP NUMBER CORP EXIT 0.0% -0.0% 0.0 0 -83,056 0
JBL funds › JABIL INC EXIT 0.0% -0.3% 0.0 0 -6,144 0
TDY funds › TELEDYNE TECHNOLOGIES INC EXIT 0.0% -0.3% 0.0 0 -2,443 0
AMAT funds › APPLIED MATLS INC EXIT 0.0% -0.1% 0.0 0 -855 0
BA funds › BOEING CO EXIT 0.0% -0.0% 0.0 0 -1,013 0
TPR funds › TAPESTRY INC EXIT 0.0% -0.3% 0.0 0 -10,912 0
RTX funds › RTX CORPORATION EXIT 0.0% -0.3% 0.0 0 -7,943 0
SQM funds › SOCIEDAD QUIMICA Y MINERA DE EXIT 0.0% -0.0% 0.0 0 -3,475 0
APTV funds › APTIV PLC EXIT 0.0% -0.2% 0.0 0 -14,855 0
WULF funds › TERAWULF INC EXIT 0.0% -0.0% 0.0 0 -15,098 0
BETA funds › BETA TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -13,050 0
EQT funds › EQT CORP EXIT 0.0% -0.3% 0.0 0 -24,995 0
STRL funds › STERLING INFRASTRUCTURE INC EXIT 0.0% -0.0% 0.0 0 -630 0
NVTS funds › NAVITAS SEMICONDUCTOR CORP EXIT 0.0% -0.0% 0.0 0 -14,500 0
AES funds › AES CORP EXIT Common Stock 0.0% -0.0% 0.0 0 -15,744 0
GILD funds › GILEAD SCIENCES INC EXIT 0.0% -0.0% 0.0 0 -1,670 0
TRGP funds › TARGA RES CORP EXIT 0.0% -0.3% 0.0 0 -6,556 0
SNPS funds › SYNOPSYS INC EXIT 0.0% -0.1% 0.0 0 -807 0
ONDS funds › ONDAS INC EXIT 0.0% -0.0% 0.0 0 -24,531 0
CNP funds › CENTERPOINT ENERGY INC EXIT 0.0% -0.3% 0.0 0 -35,488 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.3% 0.0 0 -12,686 0
PFE funds › PFIZER INC EXIT 0.0% -0.1% 0.0 0 -18,550 0
VIAV funds › VIAVI SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -6,300 0
AIQ funds › GLOBAL X FDS EXIT 0.0% -0.1% 0.0 0 -6,400 0
BLDR funds › BUILDERS FIRSTSOURCE INC EXIT 0.0% -0.9% 0.0 0 -60,289 0
SHY funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -3,649 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 696 268 0.18 35% 0.020 0.228 in
2026Q1 582 242 0.15 36% 0.021 0.283 in
2025Q4 570 222 0.17 39% 0.023 0.227 in
2025Q3 561 212 0.27 36% 0.022 0.104 in
2025Q2 512 177 0.17 44% 0.027 0.296 entered
2025Q1 442 169 0.00 45% 0.028 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