Fund Universe

Lavaca Capital LLC

CIK 0001641447 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.622
AUM ($M)
959
Positions
345
Turnover
0.26
Top-10 wt
86%
Herfindahl
0.240
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 365 positions · portfolio value $959M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CRWV funds › COREWEAVE INC ADD 34.5% -7.6% 330.8 3,323,566 +400,000 3
CNK funds › CINEMARK HLDGS INC ADD 33.5% +22.7% 321.9 10,143,931 +8,102,528 3
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 8.4% -4.7% 81.0 108,439 -462 3
NVDA funds › NVIDIA CORPORATION ADD 2.5% -1.4% 23.8 118,960 +150 3
AAPL funds › APPLE INC ADD 1.8% -0.4% 17.5 60,576 +12,451 3
SYY funds › SYSCO CORP ADD 1.6% -0.8% 14.9 178,051 +290 3
MRK funds › MERCK & CO INC ADD 0.9% +0.6% 8.5 65,773 +51,759 3
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.8% -1.0% 7.9 57,603 +426 3
KKR funds › KKR & CO INC HOLD 0.8% -0.6% 7.8 84,519 +0 3
TRGP funds › TARGA RES CORP HOLD 0.8% -0.5% 7.6 28,200 +0 3
MSFT funds › MICROSOFT CORP ADD 0.7% +0.2% 6.5 17,507 +11,009 3
GOOG funds › ALPHABET INC ADD 0.7% -0.2% 6.3 17,715 +927 3
NFLX funds › NETFLIX INC. TRIM 0.5% -0.8% 5.2 72,940 -2,310 3
WES funds › WESTERN MIDSTREAM PARTNERS L HOLD 0.5% -0.3% 4.7 108,000 +0 3
CUSIP:57142B104 funds › MARQETA INC HOLD 0.4% -0.4% 4.3 1,055,139 +0 3
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.4% +0.4% 4.3 7,332 +6,300 3
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.4% -0.3% 4.0 109,467 +6,369 3
ET funds › ENERGY TRANSFER L P HOLD 0.4% -0.3% 3.7 192,800 +0 3
AMZN funds › AMAZON COM INC ADD 0.4% -0.2% 3.7 15,378 +983 3
IVV funds › ISHARES TR ADD 0.3% +0.1% 3.3 4,356 +2,679 3
GOOGL funds › ALPHABET INC ADD 0.3% -0.1% 3.0 8,407 +149 3
NRG funds › NRG ENERGY INC HOLD 0.3% -0.2% 2.7 18,500 +0 3
WMT funds › WALMART INC ADD 0.3% -0.2% 2.4 21,525 +1,589 3
INTC funds › INTEL CORP ADD 0.2% +0.1% 2.4 17,027 +1,539 3
WMB funds › WILLIAMS COS INC TRIM 0.2% -0.4% 2.2 29,800 -17,500 3
PEP funds › PEPSICO INC ADD 0.2% +0.1% 2.2 16,320 +10,524 3
QQQ funds › INVESCO QQQ TR TRIM 0.2% -0.3% 2.0 2,741 -2,309 3
EFA funds › ISHARES TR TRIM 0.2% -0.3% 1.9 18,767 -6,533 3
HD funds › HOME DEPOT INC ADD 0.2% +0.1% 1.8 5,136 +4,050 3
ISRG funds › INTUITIVE SURGICAL INC HOLD 0.2% -0.2% 1.8 4,423 +0 3
LINE funds › LINEAGE INC ADD 0.2% -0.0% 1.7 39,606 +2,606 3
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 1.7 8,848 +448 3
IYW funds › ISHARES TR HOLD 0.2% -0.0% 1.5 6,059 +0 3
VTV funds › VANGUARD INDEX FDS TRIM 0.2% -0.3% 1.5 6,800 -5,900 3
CTVA funds › CORTEVA INC ADD 0.2% -0.1% 1.5 17,395 +4,246 3
Q funds › QNITY ELECTRONICS INC ADD 0.2% -0.0% 1.5 8,879 +1,282 3
MCD funds › MCDONALDS CORP ADD 0.1% +0.0% 1.4 5,163 +3,106 3
NSC funds › NORFOLK SOUTHN CORP HOLD 0.1% -0.1% 1.4 4,417 +0 3
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.1% -0.3% 1.4 1,941 -1,559 3
ANET funds › ARISTA NETWORKS INC HOLD 0.1% -0.0% 1.3 7,680 +0 3
MELI funds › MERCADOLIBRE INC HOLD 0.1% -0.1% 1.3 760 +0 3
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% -0.1% 1.3 1,241 +46 3
AVGO funds › BROADCOM INC TRIM 0.1% -0.1% 1.2 3,250 -10 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% -0.1% 1.2 4,351 +342 3
AM funds › ANTERO MIDSTREAM CORP HOLD 0.1% -0.1% 1.2 51,000 +0 3
NEM funds › NEWMONT CORP HOLD 0.1% -0.1% 1.1 11,800 +0 3
OKE funds › ONEOK INC NEW ADD 0.1% -0.1% 1.1 12,521 +1,494 3
IJH funds › ISHARES TR ADD 0.1% +0.1% 1.1 13,799 +10,828 3
AEM funds › AGNICO EAGLE MINES LTD HOLD 0.1% -0.1% 1.1 6,808 +0 3
NEE funds › NEXTERA ENERGY INC HOLD 0.1% -0.1% 1.1 12,000 +0 3
AZO funds › AUTOZONE INC HOLD 0.1% -0.1% 1.0 308 +0 2
RTX funds › RTX CORPORATION HOLD 0.1% -0.1% 1.0 5,185 +0 3
MPC funds › MARATHON PETE CORP ADD 0.1% -0.1% 1.0 3,802 +14 3
DE funds › DEERE & CO ADD 0.1% +0.1% 1.0 1,500 +1,300 3
MU funds › MICRON TECHNOLOGY INC HOLD 0.1% +0.0% 0.9 800 +0 3
IEFA funds › ISHARES TR ADD 0.1% -0.0% 0.9 9,300 +3,604 3
DLR funds › DIGITAL RLTY TR INC HOLD 0.1% -0.1% 0.9 5,000 +0 3
CRM funds › SALESFORCE INC NEW 0.1% +0.1% 0.9 5,647 +5,647 1
DD funds › DUPONT DE NEMOURS INC NEW 0.1% +0.1% 0.9 6,446 +6,446 1
AEE funds › AMEREN CORP ADD 0.1% -0.1% 0.9 7,551 +37 3
EEM funds › ISHARES TR TRIM 0.1% -0.2% 0.8 12,201 -14,999 3
AXP funds › AMERICAN EXPRESS CO ADD 0.1% -0.0% 0.8 2,437 +847 3
VIA funds › VIA TRANSN INC HOLD 0.1% -0.0% 0.8 41,627 +0 2
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.1% 0.7 1,075 +968 3
ABBV funds › ABBVIE INC ADD 0.1% -0.0% 0.7 2,819 +650 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.1% 0.7 1,376 +0 3
PG funds › PROCTER & GAMBLE CO ADD 0.1% -0.0% 0.7 4,508 +502 3
MO funds › ALTRIA GROUP INC ADD 0.1% -0.0% 0.6 8,628 +894 3
LLY funds › ELI LILLY & CO ADD 0.1% -0.0% 0.6 486 +100 3
SPYM funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.6 6,412 -970 3
JPM funds › JPMORGAN CHASE & CO ADD 0.1% -0.0% 0.6 1,696 +289 3
VTI funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.5 1,437 +1,437 1
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.5 2,093 +603 3
DOW funds › DOW HLDGS INC ADD 0.1% -0.1% 0.5 19,383 +4,150 3
LNG funds › CHENIERE ENERGY INC HOLD 0.1% -0.1% 0.5 2,053 +0 3
BAC funds › BANK OF AMER CORP ADD 0.1% -0.0% 0.5 8,524 +650 3
TSLA funds › TESLA INC ADD 0.0% -0.0% 0.5 1,121 +56 3
AUR funds › AURORA INNOVATION INC NEW 0.0% +0.0% 0.4 65,771 +65,771 1
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.2% 0.4 2,679 -3,877 3
GLD funds › SPDR GOLD TR NEW 0.0% +0.0% 0.4 1,126 +1,126 1
VO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.4 5,040 +5,040 1
PM funds › PHILIP MORRIS INTL INC ADD 0.0% -0.0% 0.4 2,170 +147 3
BOXX funds › EA SERIES TRUST TRIM 0.0% -0.0% 0.4 3,332 -86 3
ABT funds › ABBOTT LABORATORIES ADD 0.0% -0.0% 0.4 4,255 +882 3
V funds › VISA INC HOLD 0.0% -0.0% 0.4 1,104 +0 3
IWF funds › ISHARES TR NEW 0.0% +0.0% 0.4 2,988 +2,988 1
IWP funds › ISHARES TR NEW 0.0% +0.0% 0.4 2,486 +2,486 1
MPLX funds › MPLX LP HOLD 0.0% -0.0% 0.4 6,400 +0 3
CUSIP:02072Q713 funds › EA SERIES TRUST NEW 0.0% +0.0% 0.4 6,575 +6,575 1
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 3,508 +1,430 3
CXM funds › SPRINKLR INC HOLD 0.0% -0.0% 0.3 67,655 +0 3
UNH funds › UNITEDHEALTH GROUP INC HOLD 0.0% -0.0% 0.3 837 +0 3
SPSM funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.3 5,972 +1,071 3
EMXC funds › ISHARES INC TRIM 0.0% -0.0% 0.3 3,365 -60 3
MDLZ funds › MONDELEZ INTL INC ADD 0.0% -0.0% 0.3 5,841 +1,877 3
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.0% -0.0% 0.3 1,500 +0 3
CWEN funds › CLEARWAY ENERGY INC HOLD 0.0% -0.0% 0.3 9,800 +0 3
VWO funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.3 5,484 +5,484 1
PAGP funds › PLAINS GP HLDGS L P NEW 0.0% +0.0% 0.3 12,983 +12,983 1
HBAN funds › HUNTINGTON BANCSHARES INC HOLD 0.0% -0.0% 0.3 17,706 +0 2
AZN funds › ASTRAZENECA PLC ADD 0.0% +0.0% 0.3 1,648 +1,548 2
COWZ funds › PACER FDS TR ADD 0.0% -0.0% 0.3 5,011 +9 3
KLAC funds › KLA CORP ADD 0.0% +0.0% 0.3 1,000 +900 3
FUN funds › SIX FLAGS ENTERTAINMENT CORP HOLD 0.0% -0.0% 0.3 14,000 +0 3
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.3 1,994 +1,095 3
IDXX funds › IDEXX LABS INC HOLD 0.0% -0.0% 0.3 540 +0 3
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.3 1,550 +1,488 3
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.3 10,873 -394 3
XIFR funds › XPLR INFRASTRUCTURE LP HOLD 0.0% -0.0% 0.3 22,000 +0 3
IEMG funds › ISHARES INC ADD 0.0% +0.0% 0.3 3,051 +2,390 3
DIS funds › DISNEY WALT CO ADD 0.0% +0.0% 0.3 2,607 +1,900 3
META funds › META PLATFORMS INC TRIM 0.0% -0.0% 0.2 432 -62 3
ADM funds › ARCHER DANIELS MIDLAND CO ADD 0.0% -0.0% 0.2 3,083 +20 3
CWB funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.2 2,169 +1,472 3
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.2 7,911 -143 3
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.2 90 +90 1
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.2 100 +100 1
CSCO funds › CISCO SYS INC TRIM 0.0% -0.0% 0.2 1,676 -121 3
MTD funds › METTLER TOLEDO INTERNATIONAL HOLD 0.0% -0.0% 0.2 150 +0 3
PRF funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% -0.0% 0.2 3,533 +12 3
VEA funds › VANGUARD TAX-MANAGED FDS NEW 0.0% +0.0% 0.2 2,663 +2,663 1
GILD funds › GILEAD SCIENCES INC HOLD 0.0% -0.0% 0.2 1,489 +0 3
SPDW funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.2 3,628 +3,628 1
NOC funds › NORTHROP GRUMMAN CORP ADD 0.0% -0.0% 0.2 357 +81 3
JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.2 2,352 -57 3
VLUE funds › ISHARES TR ADD 0.0% +0.0% 0.2 827 +367 3
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.2 1,364 +235 3
RNST funds › RENASANT CORP HOLD 0.0% -0.0% 0.2 3,573 +0 3
JVAL funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.1 2,494 -62 3
VB funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.1 482 +482 1
IRM funds › IRON MTN INC DEL TRIM 0.0% -0.0% 0.1 1,149 -60 3
ASTL funds › ALGOMA STL GROUP INC NEW 0.0% +0.0% 0.1 35,573 +35,573 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD 0.0% -0.0% 0.1 300 +0 3
MA funds › MASTERCARD INCORPORATED HOLD 0.0% -0.0% 0.1 275 +0 3
SPTM funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.1 1,521 +1,521 1
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.0% -0.0% 0.1 828 +128 3
CB funds › CHUBB LIMITED NEW 0.0% +0.0% 0.1 372 +372 1
PB funds › PROSPERITY BANCSHARES INC NEW 0.0% +0.0% 0.1 1,672 +1,672 1
NDAQ funds › NASDAQ INC HOLD 0.0% -0.0% 0.1 1,400 +0 3
VLO funds › VALERO ENERGY CORP HOLD 0.0% -0.0% 0.1 400 +0 3
GD funds › GENERAL DYNAMICS CORP ADD 0.0% +0.0% 0.1 294 +194 3
CGGR funds › CAPITAL GROUP GROWTH ETF HOLD 0.0% -0.0% 0.1 2,200 +0 2
LIN funds › LINDE PLC NEW 0.0% +0.0% 0.1 200 +200 1
VGIT funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.1 1,758 +1,758 1
BWIN funds › THE BALDWIN INSURANCE GRP IN NEW 0.0% +0.0% 0.1 3,800 +3,800 1
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.0% -0.0% 0.1 194 +0 3
BIIB funds › BIOGEN INC HOLD 0.0% -0.0% 0.1 447 +0 3
TSCO funds › TRACTOR SUPPLY CO ADD 0.0% -0.0% 0.1 3,047 +24 3
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% -0.0% 0.1 1,043 +4 3
IWD funds › ISHARES TR NEW 0.0% +0.0% 0.1 393 +393 1
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.1 565 -10 2
ENB funds › ENBRIDGE INC NEW 0.0% +0.0% 0.1 1,675 +1,675 1
SQM funds › SOCIEDAD QUIMICA Y MINERA DE HOLD 0.0% -0.0% 0.1 1,225 +0 3
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.0% -0.0% 0.1 360 -40 3
IWM funds › ISHARES TR NEW 0.0% +0.0% 0.1 295 +295 1
UBS funds › UBS GROUP AG ADD 0.0% +0.0% 0.1 1,784 +1,324 3
LOW funds › LOWES COS INC HOLD 0.0% -0.0% 0.1 400 +0 3
EMBJ funds › EMBRAER S.A. NEW 0.0% +0.0% 0.1 1,352 +1,352 1
ETN funds › EATON CORP PLC HOLD 0.0% -0.0% 0.1 200 +0 3
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.0% +0.0% 0.1 366 +366 1
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.0% -0.0% 0.1 85 +0 3
CWI funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.1 1,946 +1,946 1
ITT funds › ITT INC HOLD 0.0% -0.0% 0.1 400 +0 3
GLW funds › CORNING INC HOLD 0.0% +0.0% 0.1 300 +0 3
FANG funds › DIAMONDBACK ENERGY INC HOLD 0.0% -0.0% 0.1 434 +0 3
FVAL funds › FIDELITY COVINGTON TRUST TRIM 0.0% -0.0% 0.1 933 -16 2
DVN funds › DEVON ENERGY CORP NEW NEW 0.0% +0.0% 0.1 1,731 +1,731 1
BA funds › BOEING CO NEW 0.0% +0.0% 0.1 321 +321 1
SHW funds › SHERWIN WILLIAMS CO HOLD 0.0% -0.0% 0.1 200 +0 3
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 0.1 372 +172 3
SPEM funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.1 1,258 +1,258 1
FDX funds › FEDEX CORP HOLD 0.0% -0.0% 0.1 207 +0 2
FTNT funds › FORTINET INC HOLD 0.0% +0.0% 0.1 420 +0 3
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.1 1,511 -600 3
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% -0.0% 0.1 300 +0 3
IEF funds › ISHARES TR ADD 0.0% -0.0% 0.1 670 +213 3
ETR funds › ENTERGY CORP NEW TRIM 0.0% -0.0% 0.1 550 -50 3
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 0.1 600 +0 3
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.0% -0.0% 0.1 240 -200 3
PFF funds › ISHARES TR ADD 0.0% -0.0% 0.1 1,930 +26 3
LQD funds › ISHARES TR ADD 0.0% -0.0% 0.1 539 +6 3
FLOT funds › ISHARES TR ADD 0.0% -0.0% 0.1 1,146 +12 3
MINO funds › PIMCO ETF TR ADD 0.0% -0.0% 0.1 1,265 +186 3
BNY funds › BANK OF NY MELLON CORP HOLD 0.0% -0.0% 0.1 400 +0 3
NMIH funds › NMI HLDGS INC HOLD 0.0% -0.0% 0.1 1,400 +0 3
CL funds › COLGATE PALMOLIVE CO NEW 0.0% +0.0% 0.1 627 +627 1
EMR funds › EMERSON ELEC CO HOLD 0.0% -0.0% 0.1 400 +0 3
CSX funds › CSX CORP HOLD 0.0% -0.0% 0.1 1,200 +0 3
MBB funds › ISHARES TR ADD 0.0% -0.0% 0.1 598 +132 3
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.1 1,106 +147 3
DHR funds › DANAHER CORP DEL HOLD 0.0% -0.0% 0.1 293 +0 3
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.1 275 -631 3
CCJ funds › CAMECO CORP NEW 0.0% +0.0% 0.1 532 +532 1
BBJP funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.1 709 -13 3
KO funds › COCA COLA CO ADD 0.0% -0.0% 0.1 642 +50 3
IWR funds › ISHARES TR NEW 0.0% +0.0% 0.1 466 +466 1
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.0% -0.0% 0.1 700 +0 3
LMT funds › LOCKHEED MARTIN CORP HOLD 0.0% -0.0% 0.1 100 +0 3
OGN funds › ORGANON & CO ADD 0.0% +0.0% 0.0 3,667 +3,515 3
ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD 0.0% -0.0% 0.0 400 +0 3
ACWI funds › ISHARES TR NEW 0.0% +0.0% 0.0 311 +311 1
ALL funds › ALLSTATE CORP NEW 0.0% +0.0% 0.0 203 +203 1
INDA funds › ISHARES TR TRIM 0.0% -0.0% 0.0 946 -18 3
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 0.0 100 +0 3
Z funds › ZILLOW GROUP INC HOLD 0.0% -0.0% 0.0 1,425 +0 3
NVS funds › NOVARTIS AG ADD 0.0% +0.0% 0.0 278 +159 3
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.0 492 -120 3
GPN funds › GLOBAL PMTS INC TRIM 0.0% -0.0% 0.0 559 -310 2
TMUS funds › T-MOBILE US INC HOLD 0.0% -0.0% 0.0 239 +0 3
BTG funds › B2GOLD CORP HOLD 0.0% -0.0% 0.0 10,700 +0 3
ADI funds › ANALOG DEVICES INC HOLD 0.0% -0.0% 0.0 100 +0 3
GE funds › GE AEROSPACE HOLD 0.0% -0.0% 0.0 106 +0 3
MDT funds › MEDTRONIC PLC HOLD 0.0% -0.0% 0.0 500 +0 3
ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD 0.0% -0.0% 0.0 100 +0 3
EGY funds › VAALCO ENERGY INC NEW 0.0% +0.0% 0.0 7,558 +7,558 1
EFG funds › ISHARES TR NEW 0.0% +0.0% 0.0 303 +303 1
TPR funds › TAPESTRY INC TRIM 0.0% -0.0% 0.0 250 -249 2
RSPH funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% -0.0% 0.0 1,100 +0 3
VNQ funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 371 +371 1
FEIM funds › FREQUENCY ELECTRS INC NEW 0.0% +0.0% 0.0 535 +535 1
SPGI funds › S&P GLOBAL INC HOLD 0.0% -0.0% 0.0 87 +0 3
UFPT funds › UFP TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 127 +127 1
TRV funds › TRAVELERS COMPANIES INC HOLD 0.0% -0.0% 0.0 100 +0 3
FIS funds › FIDELITY NATL INFORMATION SV HOLD 0.0% -0.0% 0.0 834 +0 3
KOF funds › COCA-COLA FEMSA SAB DE CV NEW 0.0% +0.0% 0.0 303 +303 1
RSG funds › REPUBLIC SVCS INC HOLD 0.0% -0.0% 0.0 150 +0 3
SYK funds › STRYKER CORPORATION HOLD 0.0% -0.0% 0.0 100 +0 3
ZG funds › ZILLOW GROUP INC HOLD 0.0% -0.0% 0.0 1,000 +0 3
TATT funds › TAT TECHNOLOGIES LTD NEW 0.0% +0.0% 0.0 650 +650 1
DAC funds › DANAOS CORPORATION NEW 0.0% +0.0% 0.0 254 +254 1
TJX funds › TJX COS INC NEW HOLD 0.0% -0.0% 0.0 200 +0 3
VHT funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.0 100 +0 3
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.0% -0.0% 0.0 345 +0 3
EOG funds › EOG RES INC HOLD 0.0% -0.0% 0.0 230 +0 3
MRVL funds › MARVELL TECHNOLOGY INC HOLD 0.0% +0.0% 0.0 100 +0 3
CGGG funds › CAPITAL GROUP EQUITY ETF TR HOLD 0.0% -0.0% 0.0 1,000 +0 2
CAG funds › CONAGRA BRANDS INC ADD 0.0% -0.0% 0.0 2,113 +56 3
AFG funds › AMERICAN FINANCIAL GROUP INC NEW 0.0% +0.0% 0.0 200 +200 1
WCN funds › WASTE CONNECTIONS INC HOLD 0.0% -0.0% 0.0 165 +0 3
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.0% -0.0% 0.0 200 +0 3
UPS funds › UNITED PARCEL SVCS INC TRIM 0.0% -0.0% 0.0 254 -116 3
NTES funds › NETEASE COM INC HOLD 0.0% -0.0% 0.0 210 +0 3
CC funds › CHEMOURS CO HOLD 0.0% -0.0% 0.0 1,300 +0 3
ORCL funds › ORACLE CORP HOLD 0.0% -0.0% 0.0 181 +0 3
F funds › FORD MTR CO NEW 0.0% +0.0% 0.0 1,878 +1,878 1
EVRG funds › EVERGY INC HOLD 0.0% -0.0% 0.0 300 +0 3
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.0 85 +85 1
VIV funds › TELEFONICA BRASIL SA NEW 0.0% +0.0% 0.0 1,912 +1,912 1
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.0% -0.0% 0.0 105 -100 3
WEC funds › WEC ENERGY GROUP INC TRIM 0.0% -0.0% 0.0 200 -200 3
AME funds › AMETEK INC HOLD 0.0% -0.0% 0.0 96 +0 3
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.0 80 -32 3
VGK funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.0 242 +0 3
MET funds › METLIFE INC ADD 0.0% -0.0% 0.0 252 +27 3
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.0 370 +62 3
BAX funds › BAXTER INTL INC HOLD 0.0% -0.0% 0.0 1,000 +0 3
NVO funds › NOVO-NORDISK A S TRIM 0.0% -0.0% 0.0 440 -400 3
TLT funds › ISHARES TR NEW 0.0% +0.0% 0.0 242 +242 1
PDEX funds › PRO-DEX INC COLO NEW 0.0% +0.0% 0.0 353 +353 1
PLAB funds › PHOTRONICS INC NEW 0.0% +0.0% 0.0 596 +596 1
MNST funds › MONSTER BEVERAGE CORP NEW HOLD 0.0% -0.0% 0.0 200 +0 3
SRE funds › SEMPRA HOLD 0.0% -0.0% 0.0 200 +0 3
PANW funds › PALO ALTO NETWORKS INC HOLD 0.0% +0.0% 0.0 54 +0 3
CNC funds › CENTENE CORP DEL HOLD 0.0% +0.0% 0.0 286 +0 3
PBRA funds › PETROLEO BRASILEIRO S A NEW 0.0% +0.0% 0.0 1,245 +1,245 1
LEN funds › LENNAR CORP HOLD 0.0% -0.0% 0.0 200 +0 3
ESP funds › ESPEY MFG & ELECTRS CORP NEW 0.0% +0.0% 0.0 267 +267 1
ECL funds › ECOLAB INC HOLD 0.0% -0.0% 0.0 63 +0 3
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.0 138 +38 3
VTIP funds › VANGUARD MALVERN FDS NEW 0.0% +0.0% 0.0 340 +340 1
CMG funds › CHIPOTLE MEXICAN GRILL INC HOLD 0.0% -0.0% 0.0 500 +0 3
DTCR funds › GLOBAL X FDS HOLD 0.0% -0.0% 0.0 557 +0 3
COHU funds › COHU INC NEW 0.0% +0.0% 0.0 223 +223 1
SNY funds › SANOFI SA NEW 0.0% +0.0% 0.0 386 +386 1
AMT funds › AMERICAN TOWER CORP HOLD 0.0% -0.0% 0.0 100 +0 3
REG funds › REGENCY CTRS CORP HOLD 0.0% -0.0% 0.0 200 +0 3
BKTI funds › BK TECHNOLOGIES CORPORATION NEW 0.0% +0.0% 0.0 184 +184 1
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.0 103 +103 1
SCI funds › SERVICE CORP INTL HOLD 0.0% -0.0% 0.0 203 +0 3
SAP funds › SAP SE HOLD 0.0% -0.0% 0.0 100 +0 3
AIQ funds › GLOBAL X FDS HOLD 0.0% -0.0% 0.0 233 +0 3
ADBE funds › ADOBE INC HOLD 0.0% -0.0% 0.0 74 +0 3
ULTA funds › ULTA BEAUTY INC HOLD 0.0% -0.0% 0.0 33 +0 3
HG funds › HAMILTON INSURANCE GROUP LTD NEW 0.0% +0.0% 0.0 437 +437 1
NOA funds › NORTH AMERN CONSTR GROUP LTD NEW 0.0% +0.0% 0.0 1,109 +1,109 1
GIS funds › GENERAL MILLS INC ADD 0.0% +0.0% 0.0 410 +210 3
ZTS funds › ZOETIS INC HOLD 0.0% -0.0% 0.0 197 +0 3
GEV funds › GE VERNOVA INC HOLD 0.0% -0.0% 0.0 12 +0 3
NKTR funds › NEKTAR THERAPEUTICS NEW 0.0% +0.0% 0.0 200 +200 1
IEI funds › ISHARES TR NEW 0.0% +0.0% 0.0 114 +114 1
LW funds › LAMB WESTON HLDGS INC ADD 0.0% -0.0% 0.0 305 +2 3
SPSC funds › SPS COMM INC NEW 0.0% +0.0% 0.0 230 +230 1
BOTZ funds › GLOBAL X FDS HOLD 0.0% -0.0% 0.0 337 +0 3
CSRE funds › COHEN & STEERS ETF TRUST NEW 0.0% +0.0% 0.0 439 +439 1
MS funds › MORGAN STANLEY TRIM 0.0% -0.1% 0.0 58 -4,450 3
SKYY funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% -0.0% 0.0 89 +0 3
SHEL funds › SHELL PLC HOLD 0.0% -0.0% 0.0 154 +0 3
AMSC funds › AMERICAN SUPERCONDUCTOR CORP NEW 0.0% +0.0% 0.0 280 +280 1
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.0 50 +50 1
PSX funds › PHILLIPS 66 HOLD 0.0% -0.0% 0.0 66 +0 3
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.0 50 +50 1
IBIT funds › ISHARES BITCOIN TRUST ETF HOLD 0.0% -0.0% 0.0 329 +0 3
WCLD funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.0 339 +0 3
OPXS funds › OPTEX SYS HLDGS INC NEW 0.0% +0.0% 0.0 620 +620 1
GSK funds › GSK PLC HOLD 0.0% -0.0% 0.0 154 +0 3
TFC funds › TRUIST FINL CORP NEW 0.0% +0.0% 0.0 153 +153 1
BP funds › BP PLC HOLD 0.0% -0.0% 0.0 200 +0 3
HODL funds › VANECK BITCOIN ETF HOLD 0.0% -0.0% 0.0 435 +0 3
UBER funds › UBER TECHNOLOGIES INC HOLD 0.0% -0.0% 0.0 100 +0 3
OTIS funds › OTIS WORLDWIDE CORP HOLD 0.0% -0.0% 0.0 100 +0 3
SNPS funds › SYNOPSYS INC HOLD 0.0% -0.0% 0.0 16 +0 3
LMAT funds › LEMAITRE VASCULAR INC NEW 0.0% +0.0% 0.0 72 +72 1
WHR funds › WHIRLPOOL CORP TRIM 0.0% -0.0% 0.0 160 -83 2
CUSIP:693483109 funds › POSCO HOLDINGS INC NEW 0.0% +0.0% 0.0 99 +99 1
KIM funds › KIMCO REALTY CORP HOLD 0.0% -0.0% 0.0 200 +0 3
VTRS funds › VIATRIS INC ADD 0.0% -0.0% 0.0 313 +70 3
ADSK funds › AUTODESK INC HOLD 0.0% -0.0% 0.0 25 +0 3
UCTT funds › ULTRA CLEAN HLDGS INC NEW 0.0% +0.0% 0.0 31 +31 1
BSX funds › BOSTON SCIENTIFIC CORP HOLD 0.0% -0.0% 0.0 100 +0 3
PGR funds › PROGRESSIVE CORP HOLD 0.0% -0.0% 0.0 17 +0 2
EMKT funds › LAZARD ACTIVE ETF TR HOLD 0.0% -0.0% 0.0 97 +0 3
BSM funds › BLACK STONE MINERALS L P NEW 0.0% +0.0% 0.0 212 +212 1
PVH funds › PVH CORPORATION HOLD 0.0% -0.0% 0.0 39 +0 2
SENEA funds › SENECA FOODS CORP NEW NEW 0.0% +0.0% 0.0 16 +16 1
TEL funds › TE CONNECTIVITY PLC NEW 0.0% +0.0% 0.0 12 +12 1
T funds › AT&T INC TRIM 0.0% -0.0% 0.0 109 -660 3
SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD 0.0% -0.0% 0.0 25 +0 3
XLE funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.0 36 +0 3
JCI funds › JOHNSON CONTROLS INTERNATION NEW 0.0% +0.0% 0.0 11 +11 1
ETHE funds › GRAYSCALE ETHEREUM STAKING E NEW 0.0% +0.0% 0.0 101 +101 1
WBD funds › WARNER BROS DISCOVERY INC ADD 0.0% +0.0% 0.0 46 +30 2
GRAL funds › GRAIL INC HOLD 0.0% -0.0% 0.0 16 +0 3
MUB funds › ISHARES TR NEW 0.0% +0.0% 0.0 10 +10 1
KE funds › KIMBALL ELECTRONICS INC NEW 0.0% +0.0% 0.0 36 +36 1
EDV funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.0 9 +9 1
SOBO funds › SOUTH BOW CORP NEW 0.0% +0.0% 0.0 16 +16 1
PSKY funds › PARAMOUNT SKYDANCE CORP NEW 0.0% +0.0% 0.0 39 +39 1
NVT funds › NVENT ELEC PLC NEW 0.0% +0.0% 0.0 2 +2 1
NTST funds › NETSTREIT CORP NEW 0.0% +0.0% 0.0 12 +12 1
KD funds › KYNDRYL HLDGS INC HOLD 0.0% -0.0% 0.0 15 +0 3
PNR funds › PENTAIR PLC NEW 0.0% +0.0% 0.0 2 +2 1
ETH funds › GRAYSCALE ETHEREUM STAKING NEW 0.0% +0.0% 0.0 10 +10 1
ABR funds › ARBOR REALTY TRUST INC HOLD 0.0% -0.0% 0.0 24 +0 3
GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD 0.0% -0.0% 0.0 2 +0 3
ADNT funds › ADIENT PLC NEW 0.0% +0.0% 0.0 1 +1 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -100 0
C funds › CITIGROUP INC EXIT 0.0% -0.0% 0.0 0 -200 0
ES funds › EVERSOURCE ENERGY EXIT 0.0% -0.0% 0.0 0 -100 0
SO funds › SOUTHERN CO EXIT 0.0% -0.0% 0.0 0 -100 0
VOYA funds › VOYA FINANCIAL INC EXIT 0.0% -0.0% 0.0 0 -100 0
NOBL funds › PROSHARES TR EXIT 0.0% -0.0% 0.0 0 -201 0
PBA funds › PEMBINA PIPELINE CORP EXIT 0.0% -0.0% 0.0 0 -300 0
HELO funds › J P MORGAN EXCHANGE TRADED F EXIT 0.0% -0.0% 0.0 0 -23 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.0% 0.0 0 -2,000 0
PDD funds › PDD HOLDINGS INC EXIT 0.0% -0.1% 0.0 0 -2,809 0
CCI funds › CROWN CASTLE INC EXIT 0.0% -0.0% 0.0 0 -100 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -39 0
RIO funds › RIO TINTO PLC EXIT 0.0% -0.0% 0.0 0 -120 0
MAIN funds › MAIN STR CAP CORP EXIT 0.0% -0.0% 0.0 0 -200 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.1% 0.0 0 -15,199 0
OWL funds › BLUE OWL CAPITAL INC EXIT 0.0% -0.0% 0.0 0 -1,868 0
PRU funds › PRUDENTIAL FINL INC EXIT 0.0% -0.0% 0.0 0 -100 0
CMI funds › CUMMINS INC EXIT 0.0% -0.0% 0.0 0 -27 0
FENI funds › FIDELITY COVINGTON TRUST EXIT 0.0% -0.0% 0.0 0 -118 0
QMCO funds › QUANTUM CORP EXIT 0.0% -0.0% 0.0 0 -39 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 959 345 0.26 86% 0.240 0.621 in
2026Q1 538 277 0.17 80% 0.210 0.675 in
2025Q4 591 275 0.24 82% 0.167 0.510 entered
2025Q3 552 257 0.85 82% 0.273 0.000 out
2025Q2 245 257 0.70 64% 0.096 0.000 out
2025Q1 220 235 0.00 63% 0.096 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