Fund Universe

Patten Group, Inc.

CIK 0001633207 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.286
AUM ($M)
643
Positions
325
Turnover
0.10
Top-10 wt
27%
Herfindahl
0.012
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 343 positions · portfolio value $643M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 5.2% +0.3% 33.5 167,280 +4,279 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 3.6% -0.3% 23.1 46,243 -68 5
AAPL funds › APPLE INC ADD 3.1% +0.2% 19.9 68,721 +2,315 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 2.8% -0.2% 18.0 24 +0 2
MSFT funds › MICROSOFT CORP ADD 2.6% -0.2% 16.5 44,148 +1,356 5
KO funds › COCA COLA CO ADD 2.3% -0.1% 14.6 179,287 +3,152 5
V funds › VISA INC TRIM 2.0% +0.0% 13.2 38,345 -110 5
AVGO funds › BROADCOM INC TRIM 2.0% +0.1% 12.6 33,418 -1,137 5
IWF funds › ISHARES TR ADD 1.6% -0.2% 10.3 83,348 +59,564 5
JPM funds › JPMORGAN CHASE & CO ADD 1.5% -0.0% 9.9 30,366 +24 5
IVV funds › ISHARES TR TRIM 1.2% -0.0% 7.8 10,473 -455 5
GLW funds › CORNING INC ADD 1.2% +0.5% 7.8 30,596 +188 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.2% +0.0% 7.6 10,223 -247 5
CSCO funds › CISCO SYS INC TRIM 1.2% +0.3% 7.5 64,190 -214 5
RTX funds › RTX CORPORATION ADD 1.1% -0.1% 7.2 38,119 +354 5
GOOGL funds › ALPHABET INC ADD 1.1% +0.2% 7.0 19,663 +1,175 5
KMB funds › KIMBERLY-CLARK CORP TRIM 1.1% +0.0% 6.8 62,398 -35 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 1.0% +0.6% 6.7 11,573 -793 5
GOOG funds › ALPHABET INC ADD 1.0% +0.2% 6.6 18,715 +1,244 5
TIP funds › ISHARES TR TRIM 1.0% -0.2% 6.2 56,271 -5,938 5
ETN funds › EATON CORP PLC TRIM 0.9% +0.0% 6.1 14,304 -459 5
JNJ funds › JOHNSON & JOHNSON ADD 0.9% -0.1% 5.8 22,927 +88 5
AZN funds › ASTRAZENECA PLC TRIM 0.9% -0.1% 5.6 29,983 -106 2
GEV funds › GE VERNOVA INC ADD 0.8% +0.3% 4.9 4,182 +999 5
AMZN funds › AMAZON COM INC ADD 0.7% +0.1% 4.8 20,063 +3,339 5
IEFA funds › ISHARES TR TRIM 0.7% -0.1% 4.8 49,485 -1,928 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.7% +0.3% 4.7 6,184 +83 5
RSPT funds › INVESCO EXCHANGE TRADED FD T ADD 0.7% +0.2% 4.6 72,033 +6,975 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.7% -0.0% 4.6 57,781 +3,781 5
AMAT funds › APPLIED MATLS INC TRIM 0.7% +0.3% 4.5 6,270 -191 5
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 0.7% -0.0% 4.4 94,013 +6,988 5
NEM funds › NEWMONT CORP ADD 0.7% -0.2% 4.3 46,547 +101 5
GLDM funds › WORLD GOLD TR TRIM 0.7% -0.2% 4.2 53,393 -166 5
CARR funds › CARRIER GLOBAL CORPORATION TRIM 0.7% +0.1% 4.2 57,374 -158 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.6% -0.2% 4.0 29,553 +19 5
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 0.6% +0.0% 4.0 48,181 +3,624 5
CB funds › CHUBB LIMITED ADD 0.6% -0.0% 4.0 11,806 +39 5
LIN funds › LINDE PLC ADD 0.6% -0.0% 3.9 7,525 +3 5
BND funds › VANGUARD BD INDEX FDS TRIM 0.6% -0.1% 3.9 53,177 -4,285 5
EFG funds › ISHARES TR TRIM 0.6% -0.0% 3.8 30,330 -1,268 5
GVI funds › ISHARES TR TRIM 0.6% -0.1% 3.7 34,509 -1,076 5
SUB funds › ISHARES TR TRIM 0.6% -0.1% 3.6 33,883 -1,816 5
EMR funds › EMERSON ELEC CO TRIM 0.6% -0.0% 3.6 25,137 -750 5
BSV funds › VANGUARD BD INDEX FDS ADD 0.5% -0.0% 3.5 45,024 +3,067 5
CVX funds › CHEVRON CORPORATION ADD 0.5% -0.2% 3.5 21,100 +256 5
BIL funds › SPDR SERIES TRUST ADD 0.5% -0.0% 3.4 37,159 +2,208 5
XYL funds › XYLEM INC ADD 0.5% -0.1% 3.4 28,751 +10 5
DTH funds › WISDOMTREE TR ADD 0.5% -0.1% 3.4 62,749 +539 5
MRK funds › MERCK & CO INC TRIM 0.5% -0.0% 3.4 26,376 -940 5
LLY funds › ELI LILLY & CO ADD 0.5% +0.1% 3.4 2,822 +234 5
EFV funds › ISHARES TR TRIM 0.5% -0.0% 3.4 44,004 -172 5
FEOE funds › RBB FUND TRUST ADD 0.5% +0.0% 3.4 62,914 +5,724 5
NEE funds › NEXTERA ENERGY INC ADD 0.5% +0.0% 3.3 37,780 +6,733 5
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.5% -0.3% 3.3 58,555 -19,234 5
WMT funds › WALMART INC ADD 0.5% -0.1% 3.3 28,801 +49 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.5% -0.0% 3.3 20,620 -704 5
SCHP funds › SCHWAB STRATEGIC TR ADD 0.5% -0.0% 3.2 120,699 +8,015 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.5% -0.2% 3.2 62,418 -14,372 5
AGG funds › ISHARES TR TRIM 0.5% -0.3% 2.9 29,565 -15,951 5
IJH funds › ISHARES TR ADD 0.4% +0.0% 2.9 37,174 +631 5
OUST funds › OUSTER INC ADD 0.4% +0.4% 2.8 44,417 +32,889 2
URI funds › UNITED RENTALS INC TRIM 0.4% +0.1% 2.8 2,437 -87 5
BAB funds › INVESCO EXCH TRADED FD TR II TRIM 0.4% -0.1% 2.7 101,419 -7,129 5
PVAL funds › PUTNAM ETF TRUST TRIM 0.4% -0.0% 2.7 52,725 -1,182 5
VO funds › VANGUARD INDEX FDS ADD 0.4% -0.0% 2.7 32,922 +24,009 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.4% +0.0% 2.6 7,139 -9 5
VMC funds › VULCAN MATLS CO TRIM 0.4% -0.0% 2.6 8,907 -251 5
NVS funds › NOVARTIS AG TRIM 0.4% -0.0% 2.6 16,667 -359 5
NEAR funds › ISHARES U S ETF TR TRIM 0.4% -0.2% 2.6 51,418 -12,494 5
IDXX funds › IDEXX LABS INC TRIM 0.4% -0.1% 2.6 4,862 -212 5
IXN funds › ISHARES TR TRIM 0.4% +0.1% 2.5 17,397 -754 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.4% +0.2% 2.5 7,290 -858 5
CAT funds › CATERPILLAR INC ADD 0.4% +0.1% 2.4 2,283 +302 5
SYK funds › STRYKER CORPORATION TRIM 0.4% -0.1% 2.4 7,568 -725 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.4% -0.0% 2.3 7,432 -96 5
SHY funds › ISHARES TR ADD 0.4% -0.0% 2.3 27,633 +1,418 5
BIV funds › VANGUARD BD INDEX FDS TRIM 0.3% -0.0% 2.2 28,980 -98 5
ALLW funds › SSGA ACTIVE TR ADD 0.3% +0.2% 2.2 74,865 +45,323 2
QAI funds › NEW YORK LIFE INVESTMENTS ET TRIM 0.3% -0.0% 2.1 58,119 -3,941 5
PNFP funds › PINNACLE FINL PARTNERS INC ADD 0.3% +0.0% 2.1 20,835 +1,232 2
MUNI funds › PIMCO ETF TR TRIM 0.3% -0.1% 2.1 39,168 -2,665 5
ECL funds › ECOLAB INC TRIM 0.3% -0.0% 2.0 7,356 -166 5
SLV funds › ISHARES SILVER TR ADD 0.3% -0.1% 2.0 37,699 +1,234 5
GLD funds › SPDR GOLD TR TRIM 0.3% -0.1% 2.0 5,403 -271 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.3% -0.0% 2.0 54,067 +1,420 5
FRDM funds › EA SERIES TRUST TRIM 0.3% +0.0% 1.9 26,654 -1,150 3
BAC funds › BANK OF AMER CORP TRIM 0.3% -0.1% 1.9 34,100 -16,697 5
BOND funds › PIMCO ETF TR ADD 0.3% -0.0% 1.9 20,929 +645 5
WMB funds › WILLIAMS COS INC ADD 0.3% -0.0% 1.9 25,906 +564 5
FPE funds › FIRST TR EXCH TRADED FD III TRIM 0.3% -0.0% 1.8 103,386 -4,549 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.3% -0.2% 1.8 3,627 -269 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.3% +0.2% 1.8 1,586 -139 2
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.3% -0.0% 1.8 6,477 -824 5
LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.3% -0.1% 1.8 36,364 -2,929 5
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.3% +0.0% 1.8 59,399 +95 5
T funds › AT&T INC TRIM 0.3% -0.2% 1.8 86,573 -3,449 5
PEP funds › PEPSICO INC TRIM 0.3% -0.1% 1.8 13,163 -607 5
DJP funds › BARCLAYS BANK PLC TRIM 0.3% -0.1% 1.8 40,613 -9,244 5
MUB funds › ISHARES TR TRIM 0.3% -0.1% 1.8 16,440 -2,795 5
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.3% -0.1% 1.8 10,026 -123 5
FNDF funds › SCHWAB STRATEGIC TR ADD 0.3% +0.0% 1.8 33,325 +1,342 3
PG funds › PROCTER & GAMBLE CO ADD 0.3% -0.0% 1.8 11,982 +687 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.3% -0.0% 1.8 24,265 -165 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.3% -0.0% 1.7 8,037 -134 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.3% -0.0% 1.7 13,478 +986 5
XLC funds › SELECT SECTOR SPDR TR TRIM 0.3% -0.1% 1.7 15,418 -2,338 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.3% -0.1% 1.6 6,904 -1,969 5
QCOM funds › QUALCOMM INC TRIM 0.3% +0.0% 1.6 8,782 -311 5
EFA funds › ISHARES TR TRIM 0.3% -0.0% 1.6 15,589 -88 5
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.2% +0.0% 1.6 17,858 +815 3
MTBA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.2% -0.1% 1.6 31,880 -7,197 5
ITOT funds › ISHARES TR TRIM 0.2% +0.0% 1.5 9,400 -202 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.2% -0.1% 1.5 3,840 -393 4
ENB funds › ENBRIDGE INC TRIM 0.2% -0.0% 1.5 28,093 -68 5
CUSIP:74347R248 funds › PROSHARES TR TRIM 0.2% -0.1% 1.5 17,562 -5,391 5
FPX funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.2% +0.0% 1.5 7,252 -31 5
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% +0.0% 1.4 8,948 -524 3
BILS funds › SPDR SERIES TRUST TRIM 0.2% -0.1% 1.4 14,503 -6,113 5
IJT funds › ISHARES TR ADD 0.2% +0.0% 1.4 7,972 +449 5
TJX funds › TJX COS INC NEW ADD 0.2% -0.0% 1.4 9,311 +451 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 1.4 19,598 +1,214 5
LRCX funds › LAM RESEARCH CORP ADD 0.2% +0.2% 1.4 3,196 +2,209 2
HDV funds › ISHARES TR ADD 0.2% -0.0% 1.4 49,400 +40,240 5
PSX funds › PHILLIPS 66 ADD 0.2% -0.0% 1.3 7,607 +66 5
CWB funds › SPDR SERIES TRUST TRIM 0.2% +0.0% 1.3 11,874 -550 5
CL funds › COLGATE PALMOLIVE CO ADD 0.2% -0.0% 1.3 13,953 +145 5
TFC funds › TRUIST FINL CORP ADD 0.2% +0.0% 1.3 25,605 +1,038 5
BUCK funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.2% +0.1% 1.3 54,276 +37,265 2
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.1% 1.3 29,960 +1,040 5
ALAB funds › ASTERA LABS INC TRIM 0.2% +0.1% 1.2 2,581 -803 2
SPHD funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 1.2 24,116 -103 5
SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW ADD 0.2% +0.1% 1.2 65,767 +25,849 2
WDC funds › WESTERN DIGITAL CORP NEW 0.2% +0.2% 1.2 1,898 +1,898 1
XMMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% +0.0% 1.2 7,098 +149 5
IJK funds › ISHARES TR TRIM 0.2% +0.0% 1.2 10,178 -191 5
FTLS funds › FIRST TR EXCH TRADED FD III TRIM 0.2% -0.0% 1.2 16,049 -2,143 5
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.2% -0.1% 1.2 14,267 -3,125 5
SPYI funds › NEOS ETF TRUST ADD 0.2% +0.1% 1.2 22,057 +7,968 3
SNDK funds › SANDISK CORP NEW 0.2% +0.2% 1.2 511 +511 1
ACWI funds › ISHARES TR TRIM 0.2% -0.0% 1.2 7,391 -557 5
GE funds › GE AEROSPACE ADD 0.2% +0.1% 1.1 3,065 +1,083 5
VIGI funds › VANGUARD WHITEHALL FDS TRIM 0.2% -0.0% 1.1 12,175 -463 5
DOV funds › DOVER CORP TRIM 0.2% -0.0% 1.1 5,032 -38 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.2% -0.1% 1.1 19,094 -3,236 3
AZO funds › AUTOZONE INC TRIM 0.2% -0.0% 1.1 339 -27 5
IWB funds › ISHARES TR TRIM 0.2% -0.0% 1.1 2,590 -89 5
VRT funds › VERTIV HOLDINGS CO NEW 0.2% +0.2% 1.0 3,092 +3,092 1
QQQ funds › INVESCO QQQ TR HOLD 0.2% +0.0% 1.0 1,400 +0 5
CIEN funds › CIENA CORP NEW 0.2% +0.2% 1.0 2,082 +2,082 1
IWD funds › ISHARES TR TRIM 0.2% -0.0% 1.0 4,209 -411 5
D funds › DOMINION ENERGY INC TRIM 0.2% -0.0% 1.0 14,916 -209 5
RSG funds › REPUBLIC SVCS INC TRIM 0.2% -0.0% 1.0 4,779 -190 5
COHR funds › COHERENT CORP NEW 0.2% +0.2% 1.0 2,571 +2,571 1
FIX funds › COMFORT SYS USA INC ADD 0.2% +0.1% 1.0 505 +139 2
CNI funds › CANADIAN NATL RY CO ADD 0.2% +0.0% 1.0 8,309 +2 5
ADSK funds › AUTODESK INC TRIM 0.2% -0.1% 1.0 5,047 -1,835 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.2% +0.0% 1.0 2,043 +129 5
ECG funds › EVERUS CONSTR GROUP NEW 0.2% +0.2% 1.0 5,876 +5,876 1
LOW funds › LOWES COS INC TRIM 0.2% -0.1% 1.0 4,408 -555 5
SO funds › SOUTHERN CO ADD 0.2% +0.0% 1.0 10,142 +2,306 5
CRWV funds › COREWEAVE INC NEW 0.1% +0.1% 0.9 9,496 +9,496 1
IUSV funds › ISHARES TR TRIM 0.1% -0.0% 0.9 8,537 -237 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 0.9 15,842 +287 5
VEEV funds › VEEVA SYS INC TRIM 0.1% -0.1% 0.9 5,252 -2,231 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.9 2,510 +90 5
VTV funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.9 4,170 -382 5
HST funds › HOST HOTELS & RESORTS INC TRIM 0.1% +0.0% 0.9 38,124 -669 5
IGV funds › ISHARES TR TRIM 0.1% -0.0% 0.9 9,927 -1,485 5
BE funds › BLOOM ENERGY CORP TRIM 0.1% +0.1% 0.9 2,884 -11 4
LITE funds › LUMENTUM HLDGS INC ADD 0.1% +0.0% 0.9 1,000 +176 2
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.9 2,052 -464 5
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.8 5,966 +539 5
JPUS funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.8 5,936 -1,320 5
IEI funds › ISHARES TR ADD 0.1% -0.0% 0.8 7,083 +11 5
BBJP funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.8 10,631 +1,926 3
HCA funds › HCA HEALTHCARE INC ADD 0.1% +0.1% 0.8 2,052 +1,264 2
HD funds › HOME DEPOT INC ADD 0.1% +0.0% 0.8 2,254 +94 5
VSS funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.8 5,119 +674 3
ALC funds › ALCON AG TRIM 0.1% -0.1% 0.8 11,706 -1,580 5
BJ funds › BJS WHSL CLUB HLDGS INC TRIM 0.1% -0.1% 0.8 8,908 -4,179 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.7 3,284 +3,284 1
IWV funds › ISHARES TR ADD 0.1% +0.0% 0.7 1,722 +90 5
JQUA funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.7 10,079 +226 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.7 3,283 +3,283 1
ROL funds › ROLLINS INC ADD 0.1% -0.0% 0.7 17,095 +2,205 5
JMOM funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% +0.0% 0.7 8,335 +0 5
FMDE funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 0.7 17,452 +4,287 4
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.1% -0.0% 0.7 5,245 -347 5
ATO funds › ATMOS ENERGY CORP ADD 0.1% +0.0% 0.7 3,944 +995 5
JVAL funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% +0.0% 0.7 11,548 -110 5
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.7 14,889 +1,093 5
BFLY funds › BUTTERFLY NETWORK INC NEW 0.1% +0.1% 0.6 77,185 +77,185 1
FMB funds › FIRST TR EXCH TRADED FD III HOLD 0.1% -0.0% 0.6 12,522 +0 5
TEL funds › TE CONNECTIVITY PLC ADD 0.1% +0.0% 0.6 3,170 +980 5
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 0.1% -0.0% 0.6 8,942 +0 4
MELI funds › MERCADOLIBRE INC ADD 0.1% +0.0% 0.6 366 +85 3
AMRZ funds › AMRIZE LTD TRIM 0.1% -0.0% 0.6 11,551 -3,113 4
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 0.6 1,205 +71 5
IGM funds › ISHARES TR TRIM 0.1% +0.0% 0.6 3,750 -319 5
TLN funds › TALEN ENERGY CORP NEW 0.1% +0.1% 0.6 1,571 +1,571 1
ICSH funds › ISHARES TR ADD 0.1% +0.0% 0.6 11,900 +2,723 3
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.1% +0.1% 0.6 712 +712 1
MOD funds › MODINE MFG CO NEW 0.1% +0.1% 0.6 2,190 +2,190 1
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.0% 0.6 1,727 -391 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.6 3,678 -1,022 5
POWL funds › POWELL INDS INC ADD 0.1% +0.0% 0.6 2,030 +1,176 2
COP funds › CONOCOPHILLIPS ADD 0.1% -0.0% 0.6 5,548 +101 5
ABT funds › ABBOTT LABORATORIES TRIM 0.1% -0.0% 0.6 6,344 -950 5
PLD funds › PROLOGIS INC. ADD 0.1% -0.0% 0.6 4,213 +303 5
VIK funds › VIKING HOLDINGS LTD ADD 0.1% +0.0% 0.6 5,419 +528 2
ORCL funds › ORACLE CORP TRIM 0.1% -0.1% 0.6 3,818 -1,748 5
VYMI funds › VANGUARD WHITEHALL FDS TRIM 0.1% -0.0% 0.6 5,663 -257 5
RMBS funds › RAMBUS INC DEL NEW 0.1% +0.1% 0.5 4,134 +4,134 1
KLAC funds › KLA CORP NEW 0.1% +0.1% 0.5 1,771 +1,771 1
UNM funds › UNUM GROUP HOLD 0.1% +0.0% 0.5 5,956 +0 5
WY funds › WEYERHAEUSER CO TRIM 0.1% -0.0% 0.5 22,192 -8,854 5
UNP funds › UNION PAC CORP ADD 0.1% +0.0% 0.5 1,913 +99 5
GOVT funds › ISHARES TR TRIM 0.1% -0.0% 0.5 22,839 -1,924 5
VTR funds › VENTAS INC TRIM 0.1% -0.0% 0.5 5,806 -47 5
DG funds › DOLLAR GEN CORP ADD 0.1% -0.0% 0.5 4,449 +423 3
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.5 2,796 +90 5
AIA funds › ISHARES TR ADD 0.1% +0.0% 0.5 3,493 +492 5
SPTM funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.5 5,449 -882 5
STIP funds › ISHARES TR ADD 0.1% -0.0% 0.5 4,832 +505 5
SPYM funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.5 5,583 +407 5
ANET funds › ARISTA NETWORKS INC TRIM 0.1% -0.0% 0.5 2,882 -1,293 2
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.5 1,603 +1,603 1
VLO funds › VALERO ENERGY CORP ADD 0.1% +0.0% 0.5 1,824 +396 5
TXUE funds › THORNBURG ETF TR ADD 0.1% -0.0% 0.5 13,745 +423 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 0.5 1,875 +386 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% +0.0% 0.5 4,028 +1,185 2
DNP funds › DNP SELECT INCOME FD INC TRIM 0.1% -0.0% 0.5 42,968 -939 5
MOAT funds › VANECK ETF TRUST TRIM 0.1% -0.0% 0.5 4,419 -549 5
CRBN funds › ISHARES TR TRIM 0.1% +0.0% 0.5 1,803 -9 5
TLT funds › ISHARES TR TRIM 0.1% -0.1% 0.4 5,036 -3,239 3
IBND funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.4 13,941 -319 5
COIN funds › COINBASE GLOBAL INC TRIM 0.1% -0.1% 0.4 2,962 -3,320 4
IDV funds › ISHARES TR ADD 0.1% -0.0% 0.4 10,375 +58 5
EEM funds › ISHARES TR ADD 0.1% +0.0% 0.4 6,210 +1,802 3
IWM funds › ISHARES TR ADD 0.1% +0.0% 0.4 1,402 +267 4
TLTW funds › ISHARES TR NEW 0.1% +0.1% 0.4 18,767 +18,767 1
USMV funds › ISHARES TR TRIM 0.1% -0.0% 0.4 4,343 -401 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.1% +0.1% 0.4 970 +970 1
EME funds › EMCOR GROUP INC NEW 0.1% +0.1% 0.4 500 +500 1
TTEK funds › TETRA TECH INC NEW TRIM 0.1% -0.0% 0.4 14,226 -3,428 5
HWM funds › HOWMET AEROSPACE INC NEW 0.1% +0.1% 0.4 1,523 +1,523 1
EWJ funds › ISHARES INC ADD 0.1% +0.0% 0.4 4,380 +357 3
REGL funds › PROSHARES TR ADD 0.1% -0.0% 0.4 4,444 +88 5
META funds › META PLATFORMS INC ADD 0.1% +0.0% 0.4 713 +260 2
CHI funds › CALAMOS CONV OPPORTUNITIES & HOLD 0.1% +0.0% 0.4 29,246 +0 5
EWA funds › ISHARES INC TRIM 0.1% -0.0% 0.4 13,800 -628 4
SJNK funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.4 15,226 -5,899 3
CHD funds › CHURCH & DWIGHT CO INC HOLD 0.1% -0.0% 0.4 3,931 +0 5
SARO funds › STANDARDAERO INC NEW 0.1% +0.1% 0.4 12,376 +12,376 1
FSLR funds › FIRST SOLAR INC ADD 0.1% +0.0% 0.4 1,568 +171 4
JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.4 4,479 -561 5
SRE funds › SEMPRA TRIM 0.1% -0.0% 0.4 3,930 -469 5
PH funds › PARKER-HANNIFIN CORP NEW 0.1% +0.1% 0.4 368 +368 1
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO NEW 0.1% +0.1% 0.4 7,205 +7,205 1
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 4,149 +3,431 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.4 520 -150 5
AME funds › AMETEK INC NEW 0.1% +0.1% 0.4 1,474 +1,474 1
WWD funds › WOODWARD INC NEW 0.1% +0.1% 0.4 824 +824 1
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.1% -0.0% 0.4 7,234 +160 5
HUBB funds › HUBBELL INC NEW 0.1% +0.1% 0.4 669 +669 1
MAA funds › MID-AMER APT CMNTYS INC TRIM 0.1% -0.0% 0.3 2,512 -290 5
TDG funds › TRANSDIGM GROUP INC NEW 0.1% +0.1% 0.3 262 +262 1
USA funds › LIBERTY ALL STAR EQUITY FD TRIM 0.1% -0.0% 0.3 60,028 -3,746 5
IGSB funds › ISHARES TR TRIM 0.1% -0.0% 0.3 6,573 -359 5
KGS funds › KODIAK GAS SVCS INC NEW 0.1% +0.1% 0.3 4,525 +4,525 1
HEI funds › HEICO CORP NEW NEW 0.1% +0.1% 0.3 950 +950 1
ITT funds › ITT INC NEW 0.1% +0.1% 0.3 1,697 +1,697 1
EWP funds › ISHARES INC TRIM 0.1% -0.0% 0.3 5,641 -1,544 5
HDEF funds › DBX ETF TR TRIM 0.1% -0.0% 0.3 10,342 -1,827 5
IAU funds › ISHARES GOLD TR TRIM 0.1% -0.0% 0.3 4,369 -866 5
FERG funds › FERGUSON ENTERPRISES INC NEW 0.1% +0.1% 0.3 1,386 +1,386 1
ULS funds › UL SOLUTIONS INC NEW 0.1% +0.1% 0.3 3,203 +3,203 1
CW funds › CURTISS WRIGHT CORP NEW 0.1% +0.1% 0.3 428 +428 1
IJR funds › ISHARES TR HOLD 0.1% +0.0% 0.3 2,181 +0 5
COLD funds › AMERICOLD REALTY TRUST INC TRIM 0.1% +0.0% 0.3 20,568 -723 3
AVT funds › AVNET INC NEW 0.0% +0.0% 0.3 3,615 +3,615 1
EELV funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.3 11,322 -55 3
IYW funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,238 +0 5
MO funds › ALTRIA GROUP INC ADD 0.0% +0.0% 0.3 4,325 +160 5
ALSN funds › ALLISON TRANSMISSION HLDGS I NEW 0.0% +0.0% 0.3 2,734 +2,734 1
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.3 1,472 +197 4
BWA funds › BORGWARNER INC NEW 0.0% +0.0% 0.3 4,631 +4,631 1
IEF funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,218 +0 5
CSL funds › CARLISLE COS INC ADD 0.0% -0.0% 0.3 837 +2 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.0% +0.0% 0.3 1,578 +0 3
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.3 10,346 +0 3
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.3 3,824 -1,310 5
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.0% +0.0% 0.3 1,026 -52 5
SFNC funds › SIMMONS FIRST NATL CORP ADD 0.0% +0.0% 0.3 12,141 +26 5
STLD funds › STEEL DYNAMICS INC NEW 0.0% +0.0% 0.3 1,197 +1,197 1
QYLD funds › GLOBAL X FDS ADD 0.0% +0.0% 0.3 14,757 +720 5
SRLN funds › SSGA ACTIVE ETF TR TRIM 0.0% -0.0% 0.3 6,725 -1,118 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% +0.0% 0.3 816 +37 3
TSLA funds › TESLA INC NEW 0.0% +0.0% 0.3 630 +630 1
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 0.3 980 +28 5
VOT funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.3 860 -60 5
RDDT funds › REDDIT INC TRIM 0.0% -0.0% 0.3 1,515 -651 5
IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM 0.0% +0.0% 0.3 3,000 -114 3
DBEF funds › DBX ETF TR ADD 0.0% -0.0% 0.3 4,707 +15 5
DON funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.3 4,536 -218 5
FTMH funds › PUTNAM ETF TRUST HOLD 0.0% -0.0% 0.3 21,515 +0 3
TOTL funds › SSGA ACTIVE ETF TR TRIM 0.0% -0.0% 0.3 6,354 -1,140 3
BHK funds › BLACKROCK CORE BD TR TRIM 0.0% -0.0% 0.2 27,091 -1,989 5
IWP funds › ISHARES TR TRIM 0.0% -0.0% 0.2 1,679 -143 5
SNY funds › SANOFI SA TRIM 0.0% -0.0% 0.2 5,643 -153 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.2 2,460 -29 5
INTC funds › INTEL CORP NEW 0.0% +0.0% 0.2 1,664 +1,664 1
COST funds › COSTCO WHOLESALE CORPORATION NEW 0.0% +0.0% 0.2 246 +246 1
FLOT funds › ISHARES TR ADD 0.0% -0.0% 0.2 4,449 +446 5
PHM funds › PULTE GROUP INC TRIM 0.0% -0.0% 0.2 1,646 -746 5
USHY funds › ISHARES TR TRIM 0.0% -0.0% 0.2 6,084 -535 5
SW funds › SMURFIT WESTROCK PLC TRIM 0.0% -0.0% 0.2 4,809 -2,232 5
QQQJ funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.2 4,832 +4,832 1
GD funds › GENERAL DYNAMICS CORP NEW 0.0% +0.0% 0.2 615 +615 1
RDVY funds › FIRST TR EXCHANGE TRADED FD NEW 0.0% +0.0% 0.2 2,624 +2,624 1
DIA funds › STATE STR SPDR DOW JONES IND NEW 0.0% +0.0% 0.2 401 +401 1
AMCR funds › AMCOR PLC NEW 0.0% +0.0% 0.2 4,784 +4,784 1
TEM funds › TEMPUS AI INC TRIM 0.0% -0.0% 0.2 3,526 -1,605 2
XLF funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 3,757 +3,757 1
LADR funds › LADDER CAP CORP NEW 0.0% +0.0% 0.2 16,551 +16,551 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -6,271 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.0% 0.0 0 -1,402 0
PHDG funds › INVESCO ACTIVELY MANAGED EXC EXIT 0.0% -0.0% 0.0 0 -7,508 0
APLD funds › APPLIED DIGITAL CORP EXIT 0.0% -0.1% 0.0 0 -15,157 0
XLB funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -4,069 0
DHR funds › DANAHER CORP DEL EXIT 0.0% -0.0% 0.0 0 -1,162 0
MCK funds › MCKESSON CORP EXIT 0.0% -0.0% 0.0 0 -232 0
STZ funds › CONSTELLATION BRANDS INC EXIT 0.0% -0.0% 0.0 0 -1,360 0
CORT funds › CORCEPT THERAPEUTICS INC EXIT 0.0% -0.1% 0.0 0 -12,879 0
SYM funds › SYMBOTIC INC EXIT 0.0% -0.1% 0.0 0 -8,488 0
AXTI funds › AXT INC EXIT 0.0% -0.1% 0.0 0 -8,779 0
HII funds › HUNTINGTON INGALLS INDS INC EXIT 0.0% -0.0% 0.0 0 -557 0
ZTS funds › ZOETIS INC EXIT 0.0% -0.2% 0.0 0 -9,011 0
HUT funds › HUT 8 CORP EXIT 0.0% -0.1% 0.0 0 -8,185 0
AAOI funds › APPLIED OPTOELECTRONICS INC EXIT 0.0% -0.0% 0.0 0 -3,240 0
CORZ funds › CORE SCIENTIFIC INC NEW EXIT 0.0% -0.1% 0.0 0 -26,487 0
BKV funds › BKV CORP EXIT 0.0% -0.0% 0.0 0 -9,783 0
WSO funds › WATSCO INC EXIT 0.0% -0.1% 0.0 0 -1,134 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 643 325 0.10 27% 0.012 0.284 in
2026Q1 575 296 0.12 27% 0.012 0.257 in
2025Q4 541 293 0.10 26% 0.012 0.239 in
2025Q3 514 283 0.07 28% 0.013 0.293 in
2025Q2 473 253 0.08 28% 0.013 0.312 entered
2025Q1 436 249 0.00 27% 0.012 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