Fund Universe

Summit Financial Wealth Advisors, LLC

CIK 0001632283 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.542
AUM ($M)
782
Positions
225
Turnover
0.09
Top-10 wt
47%
Herfindahl
0.032
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 230 positions · portfolio value $782M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VYMI funds › VANGUARD WHITEHALL FDS ADD 8.4% -0.1% 65.8 670,311 +32,611 5
SCHD funds › SCHWAB STRATEGIC TR ADD 7.8% -0.6% 61.0 1,925,060 +3,339 5
VUG funds › VANGUARD INDEX FDS ADD 7.5% +0.6% 58.5 679,485 +567,691 5
SPBO funds › SPDR SERIES TRUST ADD 4.4% -0.2% 34.5 1,189,025 +62,237 5
BILZ funds › PIMCO ETF TR ADD 4.1% -0.2% 32.0 316,805 +13,938 5
NOBL funds › PROSHARES TR ADD 3.6% -0.2% 28.2 501,346 +245,855 5
FMDE funds › FIDELITY COVINGTON TRUST ADD 3.0% +0.2% 23.5 579,236 +27,478 3
VTI funds › VANGUARD INDEX FDS ADD 2.8% +0.2% 21.9 59,055 +2,939 5
IJR funds › ISHARES TR ADD 2.6% +0.2% 20.5 138,274 +708 5
CMI funds › CUMMINS INC TRIM 2.3% -0.1% 18.2 25,510 -5,741 5
FTSM funds › FIRST TR EXCHANGE-TRADED FD NEW 2.2% +2.2% 17.4 291,444 +291,444 1
UNH funds › UNITEDHEALTH GROUP INC ADD 2.2% +1.1% 17.3 41,672 +11,766 5
VLO funds › VALERO ENERGY CORP TRIM 2.1% -0.1% 16.6 63,697 -655 5
CSCO funds › CISCO SYS INC TRIM 2.0% +0.2% 15.9 135,272 -32,171 5
MMM funds › 3M CO ADD 2.0% +0.1% 15.5 95,972 +3,157 5
RTX funds › RTX CORPORATION ADD 1.9% -0.2% 15.1 79,615 +950 5
AAPL funds › APPLE INC ADD 1.7% +0.1% 13.4 46,283 +2,355 5
AMLP funds › ALPS ETF TR TRIM ETP 1.7% -0.2% 13.2 254,098 -220 5
FDL funds › FIRST TR EXCHANGE-TRADED FD ADD 1.6% -0.2% 12.8 263,650 +7,000 5
RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD 1.5% +0.1% 12.0 406,865 +11,015 5
GRMN funds › GARMIN LTD ADD 1.4% -0.1% 11.1 46,554 +1,266 5
ETN funds › EATON CORP PLC ADD 1.4% +0.2% 10.7 25,045 +1,413 5
T funds › AT&T INC ADD 1.3% -0.7% 10.3 499,381 +17,249 5
VO funds › VANGUARD INDEX FDS ADD 1.1% +0.0% 8.2 102,256 +76,716 5
LMT funds › LOCKHEED MARTIN CORP ADD 1.0% -0.2% 7.8 15,347 +1,612 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.9% -0.1% 7.3 129,091 +2,568 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.9% -0.3% 6.8 50,004 +1,014 5
HWC funds › HANCOCK WHITNEY CORPORATION ADD 0.8% +0.1% 6.5 87,318 +481 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.8% +0.1% 6.4 22,925 +2,625 5
USB funds › US BANCORP ADD 0.8% +0.0% 6.3 103,535 +619 5
FDVV funds › FIDELITY COVINGTON TRUST ADD 0.8% +0.1% 5.9 97,763 +13,573 4
MSFT funds › MICROSOFT CORP ADD 0.7% -0.0% 5.8 15,528 +1,224 5
CVX funds › CHEVRON CORPORATION TRIM 0.7% -0.3% 5.3 32,164 -1,101 5
GOOG funds › ALPHABET INC ADD 0.6% +0.1% 4.7 13,266 +555 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.6% +0.0% 4.5 5,961 +70 5
IVV funds › ISHARES TR ADD 0.6% +0.0% 4.4 5,829 +252 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.5% +0.1% 4.1 121,722 +11,261 5
VOO funds › VANGUARD INDEX FDS ADD 0.5% +0.0% 4.1 5,913 +56 5
JPM funds › JPMORGAN CHASE & CO ADD 0.5% +0.0% 4.0 12,122 +495 5
EQL funds › ALPS ETF TR ADD ETP 0.5% +0.0% 3.7 74,145 +3,324 3
NVDA funds › NVIDIA CORPORATION ADD 0.5% +0.1% 3.7 18,391 +4,007 5
AVGO funds › BROADCOM INC ADD 0.5% +0.1% 3.5 9,362 +1,135 5
AMZN funds › AMAZON COM INC ADD 0.4% +0.1% 3.2 13,279 +1,745 5
SPYM funds › SPDR SERIES TRUST ADD 0.4% +0.0% 3.1 35,704 +2,722 3
WMT funds › WALMART INC TRIM 0.4% -0.1% 2.9 25,830 -1,092 5
BA funds › BOEING CO ADD 0.4% +0.1% 2.8 13,005 +2,860 5
HBCP funds › HOMEBANCORP INC ADD 0.3% +0.0% 2.7 39,721 +3,708 5
OUSM funds › ALPS ETF TR ADD ETP 0.3% +0.0% 2.6 54,068 +3,167 3
SCHA funds › SCHWAB STRATEGIC TR ADD 0.3% +0.0% 2.5 68,406 +479 5
TSLA funds › TESLA INC ADD 0.3% +0.0% 2.4 5,764 +499 5
OKE funds › ONEOK INC NEW ADD 0.3% -0.0% 2.4 27,696 +1,184 5
AIQ funds › GLOBAL X FDS ADD 0.3% +0.1% 2.3 34,870 +300 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% -0.0% 2.2 4,389 +147 5
PFE funds › PFIZER INC TRIM 0.3% -0.1% 2.1 86,749 -412 5
FHN funds › FIRST HORIZON CORPORATION TRIM 0.3% -0.2% 2.1 81,448 -55,450 5
TLT funds › ISHARES TR ADD 0.3% +0.1% 2.0 23,431 +8,452 5
PM funds › PHILIP MORRIS INTL INC ADD 0.3% +0.0% 2.0 11,102 +484 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.0% 2.0 7,700 -153 5
BFST funds › BUSINESS FIRST BANCSHARES IN ADD 0.2% +0.0% 1.8 59,472 +23 2
GLD funds › SPDR GOLD TR ADD 0.2% -0.0% 1.8 4,919 +382 5
VTV funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 1.8 8,167 -80 5
GOOGL funds › ALPHABET INC ADD 0.2% +0.1% 1.7 4,687 +817 5
LLY funds › ELI LILLY & CO ADD 0.2% +0.1% 1.6 1,335 +195 5
ABBV funds › ABBVIE INC ADD 0.2% +0.0% 1.6 6,343 +483 5
FPE funds › FIRST TR EXCH TRADED FD III ADD 0.2% -0.0% 1.5 86,496 +420 5
FELG funds › FIDELITY COVINGTON TRUST ADD 0.2% +0.1% 1.5 34,853 +16,816 3
ENFR funds › ALPS ETF TR ADD ETP 0.2% -0.0% 1.5 38,643 +360 3
DGRO funds › ISHARES TR ADD 0.2% -0.0% 1.4 19,117 +37 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.2% +0.0% 1.4 7,457 +0 5
SCHM funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 1.4 37,154 -336 5
MRK funds › MERCK & CO INC ADD 0.2% +0.0% 1.4 10,611 +754 5
V funds › VISA INC ADD 0.2% +0.0% 1.4 3,951 +389 5
TXN funds › TEXAS INSTRS INC TRIM 0.2% +0.0% 1.3 4,375 -149 5
SPHD funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 1.2 24,219 -991 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% -0.0% 1.1 4,830 -131 5
TCAL funds › T ROWE PRICE EXCHANGE-TRADED ADD 0.1% +0.0% 1.1 47,785 +19,011 3
EME funds › EMCOR GROUP INC ADD 0.1% +0.0% 1.1 1,276 +17 5
SDOG funds › ALPS ETF TR ADD ETP 0.1% -0.0% 1.0 15,225 +577 5
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 1.0 4,783 +0 5
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 1.0 17,501 +709 5
META funds › META PLATFORMS INC ADD 0.1% +0.0% 1.0 1,746 +530 5
PFF funds › ISHARES TR TRIM 0.1% -2.8% 1.0 31,983 -644,207 5
DE funds › DEERE & CO ADD 0.1% +0.0% 1.0 1,514 +63 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.9 996 +90 5
VFLO funds › VICTORY PORTFOLIOS II ADD 0.1% +0.0% 0.9 19,954 +139 5
BPRE funds › BLUEROCK PVT REAL ESTATE FD TRIM 0.1% -0.1% 0.9 69,712 -12,784 3
FSMD funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 0.9 17,015 +3,544 3
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.9 6,421 +733 5
AMGN funds › AMGEN INC ADD 0.1% -0.0% 0.8 2,344 +65 5
BNY funds › BANK OF NY MELLON CORP ADD 0.1% +0.0% 0.8 5,869 +187 5
UNP funds › UNION PAC CORP ADD 0.1% +0.0% 0.8 3,075 +486 5
CVS funds › CVS HEALTH CORP ADD 0.1% +0.0% 0.8 7,815 +328 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 0.8 1,080 +72 5
GLW funds › CORNING INC TRIM 0.1% +0.0% 0.8 3,013 -401 4
LNG funds › CHENIERE ENERGY INC ADD 0.1% -0.0% 0.8 3,218 +96 5
MUB funds › ISHARES TR HOLD 0.1% -0.0% 0.8 6,982 +0 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.1% -0.0% 0.7 12,990 -60 5
NVO funds › NOVO-NORDISK A S ADD 0.1% +0.0% 0.7 15,600 +534 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.7 17,645 +1,383 5
QCOM funds › QUALCOMM INC ADD 0.1% +0.0% 0.7 4,001 +193 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.1% +0.0% 0.7 6,866 +352 5
OBK funds › ORIGIN BANCORP INC TRIM 0.1% +0.0% 0.7 13,695 -222 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.1% +0.0% 0.7 709 -680 5
RDVY funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% +0.0% 0.7 8,374 +1,501 3
CEG funds › CONSTELLATION ENERGY CORP NEW 0.1% +0.1% 0.7 2,713 +2,713 1
MA funds › MASTERCARD INCORPORATED ADD 0.1% +0.0% 0.7 1,274 +105 5
CAG funds › CONAGRA BRANDS INC ADD 0.1% -0.0% 0.6 47,036 +3,729 5
NEM funds › NEWMONT CORP TRIM 0.1% -0.0% 0.6 6,763 -271 5
PEP funds › PEPSICO INC TRIM 0.1% -0.0% 0.6 4,602 -331 5
TCAF funds › T ROWE PRICE EXCHANGE-TRADED NEW 0.1% +0.1% 0.6 14,590 +14,590 1
TGT funds › TARGET CORP ADD 0.1% +0.0% 0.6 4,571 +132 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.1% +0.0% 0.6 5,432 +2,971 5
LW funds › LAMB WESTON HLDGS INC HOLD 0.1% -0.0% 0.6 13,726 +0 5
AOR funds › ISHARES TR HOLD 0.1% -0.0% 0.6 8,480 +0 5
SO funds › SOUTHERN CO ADD 0.1% -0.0% 0.6 5,990 +431 5
KO funds › COCA COLA CO ADD 0.1% +0.0% 0.6 7,039 +902 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 0.6 536 +88 4
VPL funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% +0.0% 0.6 4,926 +0 3
SFNC funds › SIMMONS FIRST NATL CORP HOLD 0.1% +0.0% 0.6 25,090 +0 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.6 968 +968 1
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.5 468 +468 1
ET funds › ENERGY TRANSFER L P TRIM 0.1% -0.0% 0.5 28,087 -146 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.1% -0.0% 0.5 14,608 +3 5
IJS funds › ISHARES TR HOLD 0.1% +0.0% 0.5 3,914 +0 3
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.5 8,875 +1,396 3
NFLX funds › NETFLIX INC. ADD 0.1% +0.0% 0.5 7,396 +5,098 2
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.0% 0.5 713 +96 2
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.5 2,951 +2,951 1
NVS funds › NOVARTIS AG ADD 0.1% -0.0% 0.5 3,173 +6 5
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 0.1% +0.0% 0.5 10,977 -243 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.5 9,306 -3,125 5
VGK funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% -0.0% 0.5 5,513 +0 3
TT funds › TRANE TECHNOLOGIES PLC NEW 0.1% +0.1% 0.5 991 +991 1
ACN funds › ACCENTURE PLC IRELAND NEW 0.1% +0.1% 0.5 3,907 +3,907 1
FNDX funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.5 15,612 -160 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.0% 0.5 2,173 -4 5
TKR funds › TIMKEN CO ADD 0.1% +0.0% 0.5 3,308 +632 3
PG funds › PROCTER & GAMBLE CO ADD 0.1% +0.0% 0.5 3,223 +766 5
IVW funds › ISHARES TR HOLD 0.1% +0.0% 0.5 3,422 +0 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.5 3,322 +3,322 1
RRBI funds › RED RIVER BANCSHARES INC TRIM 0.1% -0.1% 0.5 5,000 -5,300 5
DFAU funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 0.4 8,686 +2,886 5
CRM funds › SALESFORCE INC NEW 0.1% +0.1% 0.4 2,846 +2,846 1
PDI funds › PIMCO DYNAMIC INCOME FD TRIM 0.1% -0.0% 0.4 26,119 -2,374 5
AVDV funds › AMERICAN CENTY ETF TR HOLD 0.1% -0.0% 0.4 3,998 +0 3
LIN funds › LINDE PLC ADD 0.1% +0.0% 0.4 791 +130 5
EMR funds › EMERSON ELEC CO ADD 0.1% +0.0% 0.4 2,860 +444 5
AROC funds › ARCHROCK INC HOLD 0.1% +0.0% 0.4 10,000 +0 5
NUV funds › NUVEEN MUN VALUE FD INC TRIM 0.1% -0.0% 0.4 43,621 -3,926 5
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 0.4 1,430 +98 5
EOG funds › EOG RES INC ADD 0.0% +0.0% 0.4 2,968 +586 3
GD funds › GENERAL DYNAMICS CORP ADD 0.0% +0.0% 0.4 1,084 +154 4
NTAP funds › NETAPP INC ADD 0.0% +0.0% 0.4 2,435 +96 5
TFC funds › TRUIST FINL CORP ADD 0.0% +0.0% 0.4 7,539 +967 3
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 0.4 5,198 -638 3
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.4 2,539 +80 5
DGRW funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.4 3,796 +0 5
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 0.4 2,044 +2,044 1
FANG funds › DIAMONDBACK ENERGY INC ADD 0.0% -0.0% 0.4 2,004 +131 2
AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.3 2,967 +173 5
GSK funds › GSK PLC TRIM 0.0% -0.0% 0.3 6,585 -12 5
ABT funds › ABBOTT LABORATORIES NEW 0.0% +0.0% 0.3 3,791 +3,791 1
ENB funds › ENBRIDGE INC ADD 0.0% -0.0% 0.3 6,327 +18 5
IWN funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,484 +0 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.0% +0.0% 0.3 956 +956 1
IVE funds › ISHARES TR HOLD 0.0% -0.0% 0.3 1,431 +0 5
SCHX funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 10,893 +689 5
SGOV funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,174 +0 5
SBI funds › WESTERN ASSET INTER MUNI TRIM 0.0% -0.0% 0.3 40,556 -2,000 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.3 1,336 +64 5
GJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.3 7,714 -413 5
O funds › REALTY INCOME CORP HOLD 0.0% -0.0% 0.3 5,080 +0 5
ALT funds › ALTIMMUNE INC HOLD 0.0% -0.0% 0.3 103,288 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.3 3,008 -1,247 5
CUSIP:33740F516 funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.3 6,792 -200 2
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.0% +0.0% 0.3 9,899 +211 5
RIO funds › RIO TINTO PLC ADD 0.0% -0.0% 0.3 3,090 +3 3
ITOT funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,761 +0 5
CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 0.3 3,897 +30 4
STT funds › STATE STR CORP NEW 0.0% +0.0% 0.3 1,679 +1,679 1
LRCX funds › LAM RESEARCH CORP NEW 0.0% +0.0% 0.3 645 +645 1
MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD 0.0% +0.0% 0.3 395 +1 5
CNQ funds › CANADIAN NAT RES LTD MED TER TRIM 0.0% -0.0% 0.3 7,025 -20 3
GS funds › GOLDMAN SACHS GROUP INC NEW 0.0% +0.0% 0.3 273 +273 1
HD funds › HOME DEPOT INC NEW 0.0% +0.0% 0.3 763 +763 1
SYY funds › SYSCO CORP ADD 0.0% +0.0% 0.3 3,152 +333 5
SHW funds › SHERWIN WILLIAMS CO NEW 0.0% +0.0% 0.3 743 +743 1
BBEU funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.3 3,289 +3,289 1
ETR funds › ENTERGY CORP NEW NEW 0.0% +0.0% 0.2 2,168 +2,168 1
VOOG funds › VANGUARD ADMIRAL FDS INC NEW 0.0% +0.0% 0.2 2,952 +2,952 1
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.2 612 +612 1
PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD 0.0% -0.0% 0.2 8,000 +0 5
PHAT funds › PHATHOM PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.2 22,143 +0 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% -0.0% 0.2 2,581 +47 4
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.0% +0.0% 0.2 498 +498 1
GEL funds › GENESIS ENERGY L P HOLD 0.0% -0.0% 0.2 16,613 +0 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 543 +543 1
WFC funds › WELLS FARGO & CO NEW 0.0% +0.0% 0.2 2,803 +2,803 1
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.2 1,367 -831 5
BTT funds › BLACKROCK MUN TARGET TERM TR HOLD 0.0% -0.0% 0.2 10,150 +0 5
KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.0% -0.0% 0.2 4,525 -800 5
WES funds › WESTERN MIDSTREAM PARTNERS L HOLD 0.0% -0.0% 0.2 5,213 +0 2
CLST funds › CATALYST BANCORP INC TRIM 0.0% -0.0% 0.2 13,600 -4,600 5
BEN funds › FRANKLIN RESOURCES INC NEW 0.0% +0.0% 0.2 6,734 +6,734 1
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 0.2 2,166 +2,166 1
TJX funds › TJX COS INC NEW NEW 0.0% +0.0% 0.2 1,459 +1,459 1
IYE funds › ISHARES TR HOLD 0.0% -0.0% 0.2 3,862 +0 2
SPHY funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.2 9,300 +0 4
ATO funds › ATMOS ENERGY CORP NEW 0.0% +0.0% 0.2 1,262 +1,262 1
CI funds › THE CIGNA GROUP NEW 0.0% +0.0% 0.2 788 +788 1
LOW funds › LOWES COS INC ADD 0.0% -0.0% 0.2 977 +38 4
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.2 575 +575 1
KTF funds › DWS MUN INCOME TR HOLD 0.0% -0.0% 0.2 22,500 +0 5
VGT funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.2 1,728 +1,728 1
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.0% +0.0% 0.2 918 +918 1
ERY funds › DIREXION SHARES ETF TRUST NEW 0.0% +0.0% 0.2 15,715 +15,715 1
LNC funds › LINCOLN NATL CORP IND HOLD 0.0% -0.0% 0.2 5,792 +0 4
SJM funds › SMUCKER J M CO NEW 0.0% +0.0% 0.2 1,800 +1,800 1
IEF funds › ISHARES TR NEW 0.0% +0.0% 0.2 2,116 +2,116 1
AUR funds › AURORA INNOVATION INC ADD 0.0% +0.0% 0.2 28,154 +16,000 3
NXP funds › NUVEEN SELECT TAX-FREE INCOM HOLD 0.0% -0.0% 0.2 12,957 +0 2
NEA funds › NUVEEN AMT FREE QLTY MUN INC HOLD 0.0% -0.0% 0.2 14,250 +0 5
F funds › FORD MTR CO ADD 0.0% +0.0% 0.2 12,000 +273 4
VG funds › VENTURE GLOBAL INC TRIM 0.0% -0.0% 0.2 14,193 -300 5
FLO funds › FLOWERS FOODS INC NEW 0.0% +0.0% 0.1 14,778 +14,778 1
SHEL funds › SHELL PLC EXIT 0.0% -0.0% 0.0 0 -2,556 0
BP funds › BP PLC EXIT 0.0% -0.0% 0.0 0 -5,062 0
GPC funds › GENUINE PARTS CO EXIT 0.0% -1.0% 0.0 0 -66,133 0
MDT funds › MEDTRONIC PLC EXIT 0.0% -0.0% 0.0 0 -2,328 0
WMB funds › WILLIAMS COS INC EXIT 0.0% -0.0% 0.0 0 -3,164 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 782 225 0.09 47% 0.032 0.539 in
2026Q1 705 193 0.08 47% 0.033 0.566 in
2025Q4 699 195 0.09 47% 0.032 0.477 in
2025Q3 645 180 0.08 47% 0.033 0.501 in
2025Q2 558 168 0.10 49% 0.035 0.505 entered
2025Q1 504 151 0.00 50% 0.036 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