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☆Lunt Capital Management, Inc.

CIK 0001608034 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.429
AUM ($M)
273
Positions
90
Turnover
0.08
Top-10 wt
50%
Herfindahl
0.048
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 102 positions · portfolio value $273M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆USFR funds › WISDOMTREE TR ADD — 17.1% +0.6% 46.5 923,539 +71,640 5 —
☆PALC funds › PACER FDS TR TRIM — 5.6% +0.3% 15.3 256,680 -10,882 5 —
☆PAMC funds › PACER FDS TR TRIM — 4.5% +0.4% 12.3 221,556 -2,051 5 —
☆FCTR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 4.3% +0.3% 11.6 284,878 -4,311 5 —
☆ALTL funds › PACER FDS TR TRIM — 3.8% +0.3% 10.5 204,476 -8,258 5 —
☆DUSA funds › DAVIS FUNDAMENTAL ETF TR TRIM — 3.2% +0.2% 8.8 156,160 -466 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI TRIM — 3.0% -1.5% 8.3 18,906 -5,769 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 3.0% +0.2% 8.2 89,266 +9,780 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 2.7% +0.2% 7.3 34,283 +188 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 2.5% -0.2% 6.9 137,684 -1,787 5 —
☆IXUS funds › ISHARES TR TRIM — 2.5% +0.1% 6.7 70,663 -1,105 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 2.4% +0.2% 6.6 17,831 -374 5 —
☆TFLO funds › ISHARES TR ADD — 2.3% +0.4% 6.4 125,678 +23,658 5 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 2.2% -0.1% 6.0 234,007 -3,073 5 —
☆BOND funds › PIMCO ETF TR ADD — 1.9% -0.1% 5.2 56,198 +732 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 1.9% +0.2% 5.2 58,616 -397 5 —
☆COWZ funds › PACER FDS TR TRIM — 1.8% -0.1% 5.0 79,756 -46 5 —
☆TOTL funds › SSGA ACTIVE ETF TR TRIM — 1.8% -0.1% 4.8 122,326 -2,008 5 —
☆FLXR funds › TCW ETF TRUST TRIM — 1.7% -0.1% 4.6 117,344 -2,998 5 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 1.6% +0.0% 4.4 83,698 -1,463 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 1.5% -0.1% 4.0 75,903 -2,290 3 —
☆FRDM funds › EA SERIES TRUST TRIM — 1.4% +0.3% 3.8 52,208 -532 5 —
☆DINT funds › DAVIS FUNDAMENTAL ETF TR TRIM — 1.4% -0.0% 3.8 132,592 -3,842 5 —
☆IGEB funds › ISHARES TR ADD — 1.4% +0.0% 3.7 82,063 +4,190 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 1.4% +0.0% 3.7 35,507 -190 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II NEW — 1.2% +1.2% 3.2 19,959 +19,959 1 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 1.1% +0.1% 3.1 62,030 -460 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 1.1% +0.2% 3.0 39,549 -876 5 —
☆EQAL funds › INVESCO EXCH TRADED FD TR II ADD — 1.0% +0.1% 2.8 48,007 +1,684 5 —
☆SECT funds › NORTHERN LTS FD TR IV TRIM — 1.0% +0.1% 2.7 37,166 -252 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.9% +0.2% 2.6 8,102 +792 5 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.9% +0.0% 2.5 86,670 -1,306 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.8% +0.3% 2.3 39,361 +9,401 5 —
☆IWB funds › ISHARES TR HOLD — 0.8% +0.1% 2.1 5,193 +0 5 —
☆KOMP funds › SPDR SERIES TRUST TRIM — 0.8% +0.1% 2.1 29,437 -946 5 —
☆ALLW funds › SSGA ACTIVE TR ADD — 0.7% +0.1% 1.8 63,187 +6,685 3 —
☆BUFT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.7% -0.0% 1.8 69,599 -3,677 5 —
☆IWM funds › ISHARES TR TRIM — 0.7% +0.1% 1.8 5,935 -217 5 —
☆DWLD funds › DAVIS FUNDAMENTAL ETF TR HOLD — 0.6% +0.0% 1.7 37,437 +0 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.6% -0.0% 1.5 32,037 +1,033 2 —
☆ACIO funds › ETF SER SOLUTIONS TRIM — 0.6% +0.0% 1.5 33,006 -1,252 3 —
☆XOVR funds › ENTREPRENEURSHARES SERIES TR NEW — 0.5% +0.5% 1.5 70,370 +70,370 1 —
☆RSST funds › TIDAL TRUST II TRIM — 0.5% +0.0% 1.4 41,791 -1,344 2 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.4% +0.0% 1.2 25,198 +0 5 —
☆METC funds › RAMACO RES INC TRIM — 0.4% -1.5% 1.1 85,170 -230,666 5 —
☆IXN funds › ISHARES TR TRIM — 0.4% +0.1% 1.0 6,956 -515 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 0.4% -0.2% 1.0 13,247 -6,773 4 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II NEW — 0.3% +0.3% 0.9 15,000 +15,000 1 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.1% 0.9 7,320 +6,405 5 —
☆ZION funds › ZIONS BANCORPORATION NATL AS HOLD — 0.3% +0.0% 0.9 12,607 +0 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 0.9 9,519 +11 5 —
☆AAPL funds › APPLE INC HOLD — 0.3% +0.0% 0.8 2,859 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.2% 0.8 4,239 -3,457 5 —
☆GDE funds › WISDOMTREE TR TRIM — 0.3% -0.0% 0.8 12,749 -278 2 —
☆IWD funds › ISHARES TR HOLD — 0.3% +0.0% 0.7 2,994 +0 5 —
☆TSLA funds › TESLA INC HOLD — 0.3% +0.0% 0.7 1,713 +0 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.0% 0.7 14,004 -1,400 5 —
☆VLUE funds › ISHARES TR HOLD — 0.2% +0.1% 0.7 3,396 +0 5 —
☆BWZ funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 0.6 23,020 +215 5 —
☆TRAK funds › REPOSITRAK INC ADD — 0.2% +0.1% 0.6 67,464 +9,172 5 —
☆SHLD funds › GLOBAL X FDS TRIM — 0.2% -0.1% 0.6 9,490 -2,425 4 —
☆MTUM funds › ISHARES TR TRIM — 0.2% +0.0% 0.5 1,457 -43 5 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.2% +0.2% 0.5 9,245 +9,245 1 —
☆GDX funds › VANECK ETF TRUST ADD — 0.2% -0.0% 0.5 6,457 +27 5 —
☆PIE funds › INVESCO EXCH TRADED FD TR II NEW — 0.2% +0.2% 0.5 13,795 +13,795 1 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% -0.0% 0.4 6,803 +0 5 —
☆SHEL funds › SHELL PLC HOLD — 0.1% -0.0% 0.4 5,099 +0 5 —
☆IMFL funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% +0.0% 0.4 11,066 +0 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 525 +4 5 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,717 -166 5 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 0.3 3,910 +0 5 —
☆CLNN funds › CLENE INC HOLD — 0.1% +0.0% 0.3 52,260 +0 5 —
☆META funds › META PLATFORMS INC HOLD — 0.1% -0.0% 0.3 500 +0 5 —
☆EWC funds › ISHARES INC ADD — 0.1% +0.0% 0.3 4,765 +65 5 —
☆EWN funds › ISHARES INC ADD — 0.1% +0.0% 0.3 3,884 +50 4 —
☆DRSK funds › ETF SER SOLUTIONS HOLD — 0.1% +0.0% 0.3 9,465 +0 3 —
☆TRND funds › PACER FDS TR HOLD — 0.1% +0.0% 0.3 7,188 +0 5 —
☆EWL funds › ISHARES INC ADD — 0.1% +0.0% 0.3 4,249 +60 5 —
☆EFNL funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 4,883 -810 5 —
☆EWD funds › ISHARES INC ADD — 0.1% -0.0% 0.3 5,008 +75 5 —
☆EWU funds › ISHARES TR ADD — 0.1% -0.0% 0.2 5,401 +70 5 —
☆NORW funds › GLOBAL X FDS TRIM — 0.1% -0.0% 0.2 7,525 -140 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.1% +0.0% 0.2 3,281 +0 3 —
☆EWA funds › ISHARES INC ADD — 0.1% -0.0% 0.2 8,115 +120 5 —
☆BUFY funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.2 9,620 -198 3 —
☆SRVR funds › PACER FDS TR HOLD — 0.1% -0.0% 0.2 6,935 +0 2 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.2 3,237 -42 3 —
☆COPX funds › GLOBAL X FDS ADD — 0.1% -0.0% 0.2 2,714 +59 2 —
☆GUNR funds › FLEXSHARES TR TRIM — 0.1% -0.2% 0.2 4,090 -11,080 5 —
☆SNFCA funds › SECURITY NATL FINL CORP ADD — 0.1% +0.0% 0.2 19,841 +1,869 5 —
☆PHDG funds › INVESCO ACTIVELY MANAGED EXC EXIT — 0.0% -0.1% 0.0 0 -8,923 0 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.5% 0.0 0 -16,440 0 —
☆GNR funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.3% 0.0 0 -11,329 0 —
☆FLRN funds › SPDR SERIES TRUST EXIT — 0.0% -0.1% 0.0 0 -12,260 0 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD EXIT — 0.0% -0.1% 0.0 0 -11,517 0 —
☆EELV funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.3% 0.0 0 -28,640 0 —
☆METCB funds › RAMACO RES INC EXIT — 0.0% -0.0% 0.0 0 -12,758 0 —
☆RWO funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.2% 0.0 0 -10,209 0 —
☆FTGC funds › FIRST TR EXCHANGE TRAD FD VI EXIT — 0.0% -0.3% 0.0 0 -23,073 0 —
☆IDLV funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.7% 0.0 0 -50,059 0 —
☆XLC funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.3% 0.0 0 -6,068 0 —
☆HCAT funds › HEALTH CATALYST INC EXIT — 0.0% -0.0% 0.0 0 -17,337 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 273 90 0.08 50% 0.048 0.428 — in
2026Q1 260 97 0.09 49% 0.046 0.404 — in
2025Q4 267 98 0.09 50% 0.047 0.357 — in
2025Q3 262 93 0.06 50% 0.048 0.420 — in
2025Q2 261 90 0.16 54% 0.060 0.312 — entered
2025Q1 275 86 0.00 59% 0.073 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