Fund Universe

SCHNIEDERS CAPITAL MANAGEMENT LLC

CIK 0001603937 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.369
AUM ($M)
570
Positions
224
Turnover
0.12
Top-10 wt
41%
Herfindahl
0.026
History (qtrs)
2
Excess Return
-12.9%

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Holdings · 230 positions · portfolio value $570M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MSFT funds › MICROSOFT CORP ADD 9.7% +1.1% 55.1 110,674 +4,495 1
AAPL funds › APPLE INC TRIM 5.0% -2.2% 28.4 138,285 -12,230 1
AMZN funds › AMAZON COM INC ADD 4.3% +0.5% 24.3 110,945 +18,843 1
META funds › META PLATFORMS INC ADD 3.8% +1.1% 21.5 29,084 +7,359 1
QQQ funds › INVESCO QQQ TR TRIM 3.7% -0.1% 20.9 37,837 -63 1
GOOGL funds › ALPHABET INC ADD 3.4% -0.1% 19.4 110,124 +3,696 1
NVDA funds › NVIDIA CORPORATION ADD 3.3% +1.5% 18.9 119,371 +41,146 1
JPM funds › JPMORGAN CHASE & CO. ADD 3.1% -0.1% 17.6 60,730 +565 1
GOOG funds › ALPHABET INC ADD 2.5% -0.2% 14.5 81,653 +10 1
XLK funds › SELECT SECTOR SPDR TR TRIM 2.4% -0.1% 13.6 53,719 -2,186 1
SPY funds › SPDR S&P 500 ETF TR TRIM 2.3% -0.3% 13.2 21,441 -458 1
ORCL funds › ORACLE CORP ADD 2.0% +0.7% 11.6 52,856 +8,530 1
JNJ funds › JOHNSON & JOHNSON ADD 2.0% -0.4% 11.3 73,680 +6,584 1
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 1.9% -0.2% 10.9 36,842 -3,241 1
BAC funds › BANK AMERICA CORP TRIM 1.6% -0.1% 9.0 189,673 -620 1
WMT funds › WALMART INC ADD 1.6% -0.1% 8.9 91,341 +1,048 1
COST funds › COSTCO WHSL CORP NEW ADD 1.5% -0.2% 8.4 8,502 +182 1
APO funds › APOLLO GLOBAL MGMT INC NEW 1.4% +1.4% 8.0 56,063 +56,063 1 -25.8%
CVX funds › CHEVRON CORP NEW ADD 1.3% -0.4% 7.3 50,839 +4,214 1
AMGN funds › AMGEN INC ADD 1.3% -0.1% 7.2 25,859 +5,853 1
D funds › DOMINION ENERGY INC ADD 1.2% -0.1% 7.0 124,573 +10,775 1
ABT funds › ABBOTT LABS TRIM 1.2% -0.2% 6.8 50,286 -247 1
WM funds › WASTE MGMT INC DEL TRIM 1.2% -0.3% 6.7 29,468 -576 1
V funds › VISA INC ADD 1.1% -0.1% 6.5 18,367 +2,230 1
LLY funds › ELI LILLY & CO ADD 1.1% -0.1% 6.2 7,993 +1,141 1
SO funds › SOUTHERN CO ADD 1.0% -0.2% 5.4 59,217 +393 1
PEP funds › PEPSICO INC ADD 0.9% -0.2% 5.0 38,164 +3,502 1
PG funds › PROCTER AND GAMBLE CO ADD 0.8% -0.2% 4.8 30,182 +809 1
UNP funds › UNION PAC CORP ADD 0.8% -0.2% 4.7 20,606 +102 1
VGT funds › VANGUARD WORLD FD ADD 0.8% +0.6% 4.5 6,713 +5,309 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.8% -0.1% 4.4 9,138 +985 1
HD funds › HOME DEPOT INC ADD 0.7% -0.0% 4.2 11,587 +1,433 1
AVGO funds › BROADCOM INC ADD 0.7% +0.4% 4.0 14,518 +5,400 1
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.7% -0.1% 4.0 36,710 +5,443 1
MCD funds › MCDONALDS CORP ADD 0.7% -0.2% 3.8 12,938 +312 1
ES funds › EVERSOURCE ENERGY ADD 0.7% +0.2% 3.7 58,444 +27,332 1
DUK funds › DUKE ENERGY CORP NEW ADD 0.6% -0.2% 3.7 31,238 +315 1
CAT funds › CATERPILLAR INC ADD 0.6% +0.0% 3.6 9,147 +347 1
IVV funds › ISHARES TR ADD 0.6% -0.1% 3.5 5,656 +45 1
NEE funds › NEXTERA ENERGY INC ADD 0.6% -0.1% 3.5 49,906 +921 1
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.6% -0.7% 3.5 11,090 -1,024 1
DIA funds › SPDR DOW JONES INDL AVERAGE TRIM 0.6% -0.1% 3.4 7,743 -424 1
JEPI funds › J P MORGAN EXCHANGE TRADED F NEW 0.5% +0.5% 3.1 54,408 +54,408 1 -14.0%
ABBV funds › ABBVIE INC ADD 0.5% -0.2% 3.1 16,466 +789 1
RTX funds › RTX CORPORATION ADD 0.5% -0.0% 3.1 20,900 +623 1
WFC funds › WELLS FARGO CO NEW ADD 0.5% +0.0% 2.9 36,627 +5,408 1
TSLA funds › TESLA INC ADD 0.5% +0.2% 2.9 9,085 +4,406 1
NFLX funds › NETFLIX INC ADD 0.5% +0.1% 2.8 2,115 +228 1
AMAT funds › APPLIED MATLS INC ADD 0.5% +0.1% 2.7 15,003 +3,469 1
DIS funds › DISNEY WALT CO ADD 0.4% +0.1% 2.2 17,955 +2,503 1
MU funds › MICRON TECHNOLOGY INC ADD 0.4% +0.2% 2.1 16,984 +6,867 1
KMI funds › KINDER MORGAN INC DEL ADD 0.4% -0.0% 2.0 69,444 +7,081 1
XLF funds › SELECT SECTOR SPDR TR ADD 0.3% +0.1% 2.0 37,536 +17,731 1
SGOV funds › ISHARES TR NEW 0.3% +0.3% 1.9 18,925 +18,925 1 -21.4%
CUSIP:438516106 funds › HONEYWELL INTL INC ADD 0.3% +0.0% 1.8 7,920 +1,223 1
KO funds › COCA COLA CO TRIM 0.3% -0.1% 1.8 25,992 -1,921 1
GLD funds › SPDR GOLD TR ADD 0.3% -0.0% 1.8 6,000 +275 1
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.3% -0.1% 1.8 58,918 +5,000 1
IWF funds › ISHARES TR ADD 0.3% +0.1% 1.8 4,253 +849 1
PM funds › PHILIP MORRIS INTL INC TRIM 0.3% -0.0% 1.8 9,760 -194 1
O funds › REALTY INCOME CORP TRIM 0.3% -0.1% 1.8 30,722 -685 1
USB funds › US BANCORP DEL TRIM 0.3% -0.0% 1.6 35,133 -205 1
EVRG funds › EVERGY INC ADD 0.3% -0.0% 1.5 21,545 +872 1
MA funds › MASTERCARD INCORPORATED ADD 0.3% -0.0% 1.4 2,548 +200 1
GE funds › GE AEROSPACE TRIM 0.2% -0.0% 1.4 5,352 -776 1
VICI funds › VICI PPTYS INC HOLD 0.2% -0.1% 1.3 41,400 +0 1
MDLZ funds › MONDELEZ INTL INC TRIM 0.2% -0.1% 1.3 19,926 -476 1
QCOM funds › QUALCOMM INC TRIM 0.2% -0.1% 1.3 8,401 -1,446 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.2% +0.2% 1.3 9,230 +7,228 1
WSM funds › WILLIAMS SONOMA INC HOLD 0.2% -0.0% 1.3 7,996 +0 1
QQQX funds › NUVEEN NASDAQ 100 DYNAMIC OV ADD 0.2% -0.0% 1.3 48,895 +3,000 1
WELL funds › WELLTOWER INC HOLD 0.2% -0.0% 1.3 8,404 +0 1
CUSIP:060505682 funds › BANK AMERICA CORP HOLD 0.2% -0.1% 1.3 1,064 +0 1
KMB funds › KIMBERLY-CLARK CORP TRIM 0.2% -0.2% 1.3 9,886 -2,638 1
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.2% +0.0% 1.2 16,967 +4,277 1
CUSIP:949746804 funds › WELLS FARGO CO NEW HOLD 0.2% -0.1% 1.2 1,033 +0 1
NWE funds › NORTHWESTERN ENERGY GROUP IN ADD 0.2% -0.0% 1.2 23,123 +3,775 1
CL funds › COLGATE PALMOLIVE CO ADD 0.2% -0.0% 1.1 12,494 +245 1
STAG funds › STAG INDL INC TRIM 0.2% -0.1% 1.1 31,128 -6,700 1
PLD funds › PROLOGIS INC. ADD 0.2% +0.0% 1.1 10,728 +3,350 1
XLY funds › SELECT SECTOR SPDR TR NEW 0.2% +0.2% 1.1 5,171 +5,171 1 -17.6%
XLC funds › SELECT SECTOR SPDR TR NEW 0.2% +0.2% 1.1 10,183 +10,183 1 -15.3%
NSC funds › NORFOLK SOUTHN CORP ADD 0.2% +0.1% 1.1 4,275 +1,670 1
NNN funds › NNN REIT INC ADD 0.2% -0.0% 1.1 24,641 +2,000 1
DE funds › DEERE & CO ADD 0.2% -0.0% 1.1 2,076 +150 1
ADBE funds › ADOBE INC ADD 0.2% -0.0% 1.0 2,630 +190 1
C funds › CITIGROUP INC TRIM 0.2% -0.0% 1.0 11,944 -3,012 1
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.2% -0.1% 1.0 9,766 +0 1
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.0% 1.0 23,309 +52 1
EGP funds › EASTGROUP PPTYS INC TRIM 0.2% -0.1% 1.0 5,827 -160 1
CSCO funds › CISCO SYS INC ADD 0.2% -0.0% 1.0 13,974 +519 1
NVO funds › NOVO-NORDISK A S TRIM 0.2% -0.1% 0.9 12,606 -2,980 1
NI funds › NISOURCE INC ADD 0.2% -0.0% 0.9 21,282 +4 1
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.2% +0.1% 0.9 6,294 +1,694 1
UBER funds › UBER TECHNOLOGIES INC NEW 0.1% +0.1% 0.8 9,022 +9,022 1 -39.4%
SOXX funds › ISHARES TR ADD 0.1% +0.1% 0.8 3,495 +1,770 1
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.8 1,564 +26 1
DLR funds › DIGITAL RLTY TR INC TRIM 0.1% -0.0% 0.8 4,723 -27 1
OEF funds › ISHARES TR HOLD 0.1% -0.0% 0.8 2,599 +0 1
IYW funds › ISHARES TR HOLD 0.1% +0.0% 0.8 4,532 +0 1
SYY funds › SYSCO CORP ADD 0.1% +0.0% 0.8 10,310 +2,000 1
SMH funds › VANECK ETF TRUST HOLD 0.1% +0.0% 0.8 2,709 +0 1
IWD funds › ISHARES TR ADD 0.1% +0.0% 0.8 3,876 +1,089 1
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 0.7 1 +0 1
XLI funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.7 4,843 +4,843 1 -0.5%
MRK funds › MERCK & CO INC TRIM 0.1% -0.1% 0.7 8,893 -4,157 1
GLPI funds › GAMING & LEISURE PPTYS INC HOLD 0.1% -0.0% 0.7 15,069 +0 1
PREF funds › PRINCIPAL EXCHANGE TRADED FD HOLD 0.1% -0.0% 0.7 36,650 +0 1
HACK funds › AMPLIFY ETF TR ADD 0.1% +0.0% 0.7 7,953 +1,000 1
MELI funds › MERCADOLIBRE INC ADD 0.1% +0.0% 0.7 262 +2 1
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 0.7 1,460 +215 1
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.1% -0.1% 0.7 4,845 -2,125 1
ADC funds › AGREE RLTY CORP TRIM 0.1% -0.0% 0.7 9,051 -450 1
AXON funds › AXON ENTERPRISE INC HOLD 0.1% +0.0% 0.6 780 +0 1
NHI funds › NATIONAL HEALTH INVS INC HOLD 0.1% -0.0% 0.6 9,153 +0 1
AMT funds › AMERICAN TOWER CORP NEW HOLD 0.1% -0.0% 0.6 2,837 +0 1
CTVA funds › CORTEVA INC HOLD 0.1% -0.0% 0.6 8,076 +0 1
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.6 3,308 -125 1
TXN funds › TEXAS INSTRS INC ADD 0.1% -0.0% 0.6 2,894 +11 1
IVW funds › ISHARES TR NEW 0.1% +0.1% 0.6 5,450 +5,450 1 +3.7%
INTC funds › INTEL CORP TRIM 0.1% -0.0% 0.6 26,410 -3,787 1
MAA funds › MID-AMER APT CMNTYS INC HOLD 0.1% -0.0% 0.6 3,954 +0 1
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 0.6 821 +70 1
PFE funds › PFIZER INC TRIM 0.1% -0.2% 0.6 23,857 -35,949 1
CEG funds › CONSTELLATION ENERGY CORP NEW 0.1% +0.1% 0.6 1,759 +1,759 1 -27.3%
MO funds › ALTRIA GROUP INC ADD 0.1% -0.0% 0.6 9,630 +618 1
IVE funds › ISHARES TR NEW 0.1% +0.1% 0.6 2,816 +2,816 1 -4.3%
VUG funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.5 1,241 +0 1
IDU funds › ISHARES TR HOLD 0.1% -0.0% 0.5 5,200 +0 1
IFN funds › INDIA FD INC ADD 0.1% -0.0% 0.5 32,672 +4,001 1
ISRG funds › INTUITIVE SURGICAL INC ADD 0.1% +0.0% 0.5 973 +268 1
LOW funds › LOWES COS INC ADD 0.1% -0.0% 0.5 2,378 +275 1
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 0.5 1,473 +354 1
SHEL funds › SHELL PLC TRIM 0.1% -0.1% 0.5 7,360 -4,800 1
CRM funds › SALESFORCE INC ADD 0.1% +0.0% 0.5 1,854 +1,007 1
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% +0.0% 0.5 87 +29 1
VNQ funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.5 5,648 -60 1
BRT funds › BRT APARTMENTS CORP TRIM 0.1% -0.0% 0.5 32,038 -500 1
DVY funds › ISHARES TR TRIM 0.1% -0.0% 0.5 3,708 -100 1
CUSIP:45782C383 funds › INNOVATOR ETFS TRUST HOLD 0.1% -0.0% 0.5 11,600 +0 1
FISV funds › FISERV INC ADD 0.1% -0.0% 0.5 2,782 +483 1
ADSK funds › AUTODESK INC NEW 0.1% +0.1% 0.5 1,504 +1,504 1 -38.0%
XLP funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.5 5,734 +5,734 1 -18.5%
CUSIP:67075F105 funds › NUVEEN DOW 30 DYNMC OVERWRT TRIM 0.1% -0.0% 0.5 32,300 -500 1
PRU funds › PRUDENTIAL FINL INC TRIM 0.1% -0.0% 0.5 4,276 -125 1
RFI funds › COHEN & STEERS TOTAL RETURN TRIM 0.1% -0.0% 0.4 35,735 -125 1
AXP funds › AMERICAN EXPRESS CO NEW 0.1% +0.1% 0.4 1,343 +1,343 1 -12.9%
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.1% -0.0% 0.4 2,656 +0 1
INTU funds › INTUIT ADD 0.1% +0.0% 0.4 537 +164 1
LIN funds › LINDE PLC ADD 0.1% -0.0% 0.4 897 +145 1
PYPL funds › PAYPAL HLDGS INC TRIM 0.1% -0.0% 0.4 5,650 -200 1
PSX funds › PHILLIPS 66 TRIM 0.1% -0.0% 0.4 3,508 -205 1
BMY funds › BRISTOL-MYERS SQUIBB CO HOLD 0.1% -0.0% 0.4 8,903 +0 1
PNQI funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% -0.0% 0.4 7,660 +0 1
AGQ funds › PROSHARES TR II HOLD 0.1% -0.0% 0.4 8,333 +0 1
ARM funds › ARM HOLDINGS PLC ADD 0.1% +0.0% 0.4 2,430 +200 1
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.1% +0.0% 0.4 1,259 +225 1
OUT funds › OUTFRONT MEDIA INC ADD 0.1% -0.0% 0.4 23,675 +400 1
FPE funds › FIRST TR EXCH TRADED FD III TRIM 0.1% -0.0% 0.4 21,590 -1,000 1
SDY funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 0.4 2,759 +0 1
T funds › AT&T INC TRIM 0.1% -0.0% 0.4 12,935 -3,785 1
GIS funds › GENERAL MLS INC TRIM 0.1% -0.0% 0.4 7,183 -357 1
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.1% -0.0% 0.4 4,693 +0 1
IJH funds › ISHARES TR ADD 0.1% -0.0% 0.4 5,764 +59 1
CMCSA funds › COMCAST CORP NEW TRIM 0.1% -0.0% 0.4 10,015 -307 1
BBN funds › BLACKROCK TAX MUNICPAL BD TR HOLD 0.1% -0.0% 0.4 22,025 +0 1
COR funds › CENCORA INC HOLD 0.1% -0.0% 0.3 1,154 +0 1
ENB funds › ENBRIDGE INC TRIM 0.1% -0.0% 0.3 7,510 -1,627 1
GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM 0.1% -0.0% 0.3 3,949 -336 1
SBUX funds › STARBUCKS CORP ADD 0.1% +0.0% 0.3 3,642 +1,164 1
DGX funds › QUEST DIAGNOSTICS INC HOLD 0.1% -0.0% 0.3 1,829 +0 1
SLV funds › ISHARES SILVER TR ADD 0.1% +0.0% 0.3 9,975 +1,300 1
EPRPRE funds › EPR PPTYS HOLD 0.1% -0.0% 0.3 10,400 +0 1
ELV funds › ELEVANCE HEALTH INC TRIM 0.1% -0.0% 0.3 830 -8 1
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.3 567 -104 1
DHS funds › WISDOMTREE TR HOLD 0.1% -0.0% 0.3 3,340 +0 1
VTI funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.3 1,047 +0 1
LYB funds › LYONDELLBASELL INDUSTRIES N TRIM 0.1% -0.1% 0.3 5,460 -2,715 1
ECL funds › ECOLAB INC ADD 0.1% +0.0% 0.3 1,166 +217 1
AMP funds › AMERIPRISE FINL INC NEW 0.1% +0.1% 0.3 587 +587 1 -17.0%
CCI funds › CROWN CASTLE INC TRIM 0.1% -0.0% 0.3 2,966 -275 1
ATO funds › ATMOS ENERGY CORP HOLD 0.1% -0.0% 0.3 1,975 +0 1
IWV funds › ISHARES TR HOLD 0.1% -0.0% 0.3 864 +0 1
LRCX funds › LAM RESEARCH CORP HOLD 0.1% +0.0% 0.3 3,060 +0 1
AVAV funds › AEROVIRONMENT INC NEW 0.1% +0.1% 0.3 1,000 +1,000 1 -11.5%
CUSIP:904767704 funds › UNILEVER PLC HOLD 0.0% -0.0% 0.3 4,638 +0 1
LAMR funds › LAMAR ADVERTISING CO NEW TRIM 0.0% -0.0% 0.3 2,295 -1,500 1
EMR funds › EMERSON ELEC CO HOLD 0.0% -0.0% 0.3 2,067 +0 1
BP funds › BP PLC TRIM 0.0% -0.0% 0.3 9,199 -3,500 1
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 0.3 678 -37 1
AGM funds › FEDERAL AGRIC MTG CORP HOLD 0.0% -0.0% 0.3 1,396 +0 1
QLD funds › PROSHARES TR NEW 0.0% +0.0% 0.3 2,300 +2,300 1 +33.5%
CLX funds › CLOROX CO DEL HOLD 0.0% -0.0% 0.3 2,219 +0 1
GLW funds › CORNING INC NEW 0.0% +0.0% 0.3 5,063 +5,063 1 +148.0%
NXRT funds › NEXPOINT RESIDENTIAL TR INC HOLD 0.0% -0.0% 0.3 7,825 +0 1
BLK funds › BLACKROCK INC NEW 0.0% +0.0% 0.3 247 +247 1 -8.2%
BDX funds › BECTON DICKINSON & CO HOLD 0.0% -0.0% 0.2 1,439 +0 1
IJR funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,232 +38 1
TJX funds › TJX COS INC NEW NEW 0.0% +0.0% 0.2 1,975 +1,975 1 -12.8%
PEG funds › PUBLIC SVC ENTERPRISE GRP IN HOLD 0.0% -0.0% 0.2 2,831 +0 1
EQIX funds › EQUINIX INC NEW 0.0% +0.0% 0.2 290 +290 1 -2.4%
EPR funds › EPR PPTYS HOLD 0.0% -0.0% 0.2 3,950 +0 1
PJUL funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.2 5,245 +0 1
EFA funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,568 +0 1
TT funds › TRANE TECHNOLOGIES PLC NEW 0.0% +0.0% 0.2 519 +519 1 -15.1%
YUM funds › YUM BRANDS INC HOLD 0.0% -0.0% 0.2 1,516 +0 1
VDC funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.2 1,015 +0 1
CSX funds › CSX CORP NEW 0.0% +0.0% 0.2 6,747 +6,747 1 +22.8%
SCHB funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 9,151 +9,151 1 +0.3%
VLO funds › VALERO ENERGY CORP TRIM 0.0% -0.0% 0.2 1,615 -33 1
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.0% -0.1% 0.2 2,179 -2,034 1
CUSIP:018522300 funds › ALLETE INC HOLD 0.0% -0.0% 0.2 3,360 +0 1
ESS funds › ESSEX PPTY TR INC TRIM 0.0% -0.0% 0.2 757 -12 1
GRMN funds › GARMIN LTD HOLD 0.0% -0.0% 0.2 1,000 +0 1
DOW funds › DOW INC TRIM 0.0% -0.0% 0.2 7,813 -905 1
SYK funds › STRYKER CORPORATION NEW 0.0% +0.0% 0.2 518 +518 1 -35.8%
NVS funds › NOVARTIS AG NEW 0.0% +0.0% 0.2 1,671 +1,671 1 +7.1%
CNI funds › CANADIAN NATL RY CO NEW 0.0% +0.0% 0.2 1,939 +1,939 1 -9.4%
KHC funds › KRAFT HEINZ CO TRIM 0.0% -0.0% 0.2 7,786 -2,300 1
CGEN funds › COMPUGEN LTD HOLD 0.0% -0.0% 0.1 90,000 +0 1
AESI funds › ATLAS ENERGY SOLUTIONS INC NEW 0.0% +0.0% 0.1 10,000 +10,000 1 -29.9%
CUSIP:37954A204 funds › GLOBAL MED REIT INC HOLD 0.0% -0.0% 0.1 18,900 +0 1
KYN funds › KAYNE ANDERSON ENERGY INFRST ADD 0.0% -0.0% 0.1 10,015 +3 1
MPT funds › MEDICAL PPTYS TRUST INC HOLD 0.0% -0.0% 0.1 16,200 +0 1
CAG funds › CONAGRA BRANDS INC EXIT 0.0% -0.0% 0.0 0 -8,650 0
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -2,039 0
UPS funds › UNITED PARCEL SERVICE INC EXIT 0.0% -0.1% 0.0 0 -3,559 0
CUSIP:50125G109 funds › KULR TECHNOLOGY GROUP INC EXIT 0.0% -0.0% 0.0 0 -20,000 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -2,770 0
MSI funds › MOTOROLA SOLUTIONS INC EXIT 0.0% -0.1% 0.0 0 -624 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
2025Q2 570 224 0.12 41% 0.026 0.384 entered
2025Q1 468 203 0.00 40% 0.026 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