Fund Universe

Fiduciary Group, LLC

CIK 0001645890 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.530
AUM ($M)
1,275
Positions
305
Turnover
0.06
Top-10 wt
32%
Herfindahl
0.017
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 311 positions · portfolio value $1,275M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VOO funds › VANGUARD INDEX FDS ADD 5.6% +0.4% 71.4 103,990 +2,044 5
AAPL funds › APPLE INC ADD 5.1% +0.3% 65.1 224,982 +4,345 5
GOOG funds › ALPHABET INC TRIM 4.4% +0.4% 55.9 158,332 -2,895 5
AGG funds › ISHARES TR ADD 3.7% -0.1% 47.1 475,570 +27,682 5
MSFT funds › MICROSOFT CORP TRIM 2.6% -0.3% 33.0 88,342 -1,753 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 2.3% +0.1% 29.9 420,185 +2,983 5
JPM funds › JPMORGAN CHASE & CO TRIM 2.2% +0.0% 28.3 86,519 -1,138 5
PANW funds › PALO ALTO NETWORKS INC TRIM 2.2% +1.1% 28.3 82,942 -1,342 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 2.1% -0.1% 26.4 52,739 -578 5
SHY funds › ISHARES TR TRIM 2.1% -0.3% 26.4 321,396 -16,423 5
AMZN funds › AMAZON COM INC TRIM 2.0% +0.1% 25.4 106,419 -537 5
IGSB funds › ISHARES TR ADD 2.0% -0.2% 25.2 480,270 +6,637 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.7% -0.1% 21.2 83,309 -480 5
WMT funds › WALMART INC TRIM 1.6% -0.3% 20.2 178,737 -2,120 5
MCO funds › MOODYS CORP TRIM 1.6% -0.1% 20.2 44,647 -640 5
GOOGL funds › ALPHABET INC TRIM 1.6% +0.2% 20.2 56,387 -489 5
PAAA funds › PGIM ETF TR ADD 1.5% -0.1% 19.5 379,691 +7,898 5
NVDA funds › NVIDIA CORPORATION ADD 1.4% +0.1% 17.2 86,171 +243 5
SPTS funds › SPDR SERIES TRUST ADD 1.3% -0.1% 16.6 570,516 +14,422 5
RTX funds › RTX CORPORATION TRIM 1.2% -0.1% 15.1 79,536 -1,383 5
V funds › VISA INC TRIM 1.2% +0.0% 14.8 43,018 -551 5
UNP funds › UNION PAC CORP TRIM 1.1% +0.0% 13.6 50,062 -808 5
XLK funds › SELECT SECTOR SPDR TR ADD 1.1% +0.3% 13.4 70,374 +1,140 5
VXF funds › VANGUARD INDEX FDS TRIM 1.0% +0.1% 13.2 53,748 -1,021 5
HD funds › HOME DEPOT INC TRIM 1.0% -0.0% 12.1 34,450 -226 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.9% -0.2% 12.1 226,899 +2,062 5
IJR funds › ISHARES TR TRIM 0.9% +0.1% 12.0 80,718 -2,920 5
AMGN funds › AMGEN INC TRIM 0.9% -0.1% 11.2 30,957 -314 5
AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM 0.8% -0.2% 10.0 187,630 -33,086 3
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.8% +0.0% 9.9 165,192 +430 5
ASML funds › ASML HLDG NV ADD 0.8% +0.2% 9.8 4,944 +8 5
DGRW funds › WISDOMTREE TR ADD 0.8% +0.0% 9.7 101,487 +616 5
META funds › META PLATFORMS INC ADD 0.7% -0.1% 9.1 16,118 +125 5
PEP funds › PEPSICO INC TRIM 0.7% -0.2% 8.9 65,740 -985 5
KO funds › COCA COLA CO TRIM 0.7% -0.0% 8.9 109,432 -1,032 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.7% -0.2% 8.9 22,305 -8 5
MA funds › MASTERCARD INCORPORATED TRIM 0.7% -0.1% 8.8 17,049 -342 5
SO funds › SOUTHERN CO TRIM 0.7% -0.1% 8.7 90,779 -3,509 5
DIS funds › DISNEY WALT CO TRIM 0.7% -0.1% 8.6 88,955 -7,056 5
LLY funds › ELI LILLY & CO TRIM 0.7% +0.1% 8.4 7,013 -26 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.6% +0.0% 8.2 51,946 +1,710 5
IWY funds › ISHARES TR ADD 0.6% +0.1% 7.9 27,323 +846 5
IJH funds › ISHARES TR TRIM 0.6% +0.0% 7.7 99,684 -3,512 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.6% -0.2% 7.2 52,869 +176 5
PG funds › PROCTER & GAMBLE CO ADD 0.6% -0.0% 7.1 48,631 +86 5
AON funds › AON PLC TRIM 0.6% -0.0% 7.1 21,426 -190 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.6% +0.0% 7.1 20,930 -482 5
IVV funds › ISHARES TR TRIM 0.5% +0.0% 7.0 9,328 -235 5
SPSM funds › SPDR SERIES TRUST ADD 0.5% +0.1% 6.9 119,894 +2,796 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.5% -0.1% 6.7 7,203 -37 5
APH funds › AMPHENOL CORP ADD 0.5% +0.1% 6.4 36,169 +516 5
BAC funds › BANK OF AMER CORP TRIM 0.5% +0.0% 6.2 108,615 -360 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.5% +0.0% 6.1 16,492 -430 5
ORCL funds › ORACLE CORP TRIM 0.5% -0.0% 6.0 41,213 -418 5
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.5% -0.0% 6.0 61,475 +1,655 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.5% +0.0% 5.9 37,333 +529 5
ABBV funds › ABBVIE INC TRIM 0.5% +0.0% 5.9 23,252 -309 5
IEFA funds › ISHARES TR TRIM 0.5% -0.0% 5.8 59,784 -1,469 5
BX funds › BLACKSTONE INC ADD 0.4% -0.0% 5.5 46,608 +211 5
XLI funds › SELECT SECTOR SPDR TR ADD 0.4% +0.0% 5.3 28,484 +705 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.4% -0.1% 5.2 123,564 -851 5
SBUX funds › STARBUCKS CORP TRIM 0.4% -0.0% 5.1 50,377 -2,700 5
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.4% +0.0% 5.1 22,977 -138 5
AZN funds › ASTRAZENECA PLC TRIM 0.4% -0.1% 5.0 26,549 -16 2
VXUS funds › VANGUARD STAR FDS TRIM 0.4% -0.0% 5.0 58,483 -2,118 5
XLY funds › SELECT SECTOR SPDR TR ADD 0.4% +0.0% 4.9 42,077 +1,404 5
OSEA funds › HARBOR ETF TRUST ADD 0.4% +0.0% 4.8 158,509 +6,308 5
EA funds › ELECTRONIC ARTS INC TRIM 0.4% -0.0% 4.8 23,538 -1,000 5
AMT funds › AMERICAN TOWER CORP TRIM 0.4% -0.1% 4.5 27,769 -1,313 5
VTI funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 4.5 12,036 +86 5
TXN funds › TEXAS INSTRS INC TRIM 0.3% +0.1% 4.3 14,412 -772 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.3% +0.2% 4.2 4,320 -48 5
DHR funds › DANAHER CORP DEL TRIM 0.3% -0.0% 4.1 21,653 -365 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.3% +0.2% 4.0 3,444 -24 5
SPMD funds › SPDR SERIES TRUST ADD 0.3% +0.0% 3.9 57,026 +3,503 5
XLU funds › SELECT SECTOR SPDR TR TRIM 0.3% -0.0% 3.8 82,959 -828 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.3% -0.0% 3.6 38,870 -1,232 5
MKL funds › MARKEL GROUP INC TRIM 0.3% -0.0% 3.6 1,825 -14 5
XLC funds › SELECT SECTOR SPDR TR ADD 0.3% -0.0% 3.6 33,249 +881 5
ETN funds › EATON CORP PLC TRIM 0.3% +0.0% 3.5 8,250 -5 5
CMI funds › CUMMINS INC TRIM 0.3% +0.0% 3.4 4,748 -158 5
VCSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% -0.1% 3.4 42,544 -3,827 5
HON funds › HONEYWELL INTL INC NEW 0.3% +0.3% 3.3 14,702 +14,702 1
EQIX funds › EQUINIX INC TRIM 0.3% -0.0% 3.3 3,150 -125 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.3% +0.3% 3.3 14,702 +14,702 1
AVGO funds › BROADCOM INC ADD 0.3% +0.0% 3.2 8,475 +348 5
MRK funds › MERCK & CO INC ADD 0.2% -0.0% 3.1 24,429 +385 5
CSCO funds › CISCO SYS INC TRIM 0.2% +0.1% 3.1 26,527 -86 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.2% -0.0% 3.0 11,266 -68 5
XLF funds › SELECT SECTOR SPDR TR ADD 0.2% +0.0% 3.0 56,254 +2,766 5
ISTB funds › ISHARES TR TRIM 0.2% -0.0% 2.9 60,998 -5,002 5
XLB funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 2.9 56,769 +2,130 5
IEMG funds › ISHARES INC TRIM 0.2% +0.0% 2.8 33,524 -696 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 2.7 12,916 -323 5
XLP funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 2.7 32,470 +167 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.2% +0.0% 2.7 8,509 -3 5
CVX funds › CHEVRON CORPORATION TRIM 0.2% -0.1% 2.7 16,049 -76 5
NOW funds › SERVICENOW INC ADD 0.2% -0.0% 2.6 26,576 +2,546 5
T funds › AT&T INC TRIM 0.2% -0.1% 2.6 127,227 -1,492 5
BLK funds › BLACKROCK INC TRIM 0.2% -0.0% 2.6 2,710 -83 5
DE funds › DEERE & CO TRIM 0.2% +0.0% 2.5 3,883 -9 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 2.4 2,265 +1 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 2.4 8,557 +3 5
GE funds › GE AEROSPACE ADD 0.2% +0.0% 2.4 6,341 +3 5
PFE funds › PFIZER INC TRIM 0.2% -0.1% 2.3 97,226 -6,348 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.2% -0.0% 2.3 6,567 -231 5
HDV funds › ISHARES TR ADD 0.2% -0.0% 2.3 82,665 +65,087 5
TJX funds › TJX COS INC NEW TRIM 0.2% -0.0% 2.3 14,956 -171 5
QYLD funds › GLOBAL X FDS HOLD 0.2% -0.0% 2.2 118,979 +0 5
MCD funds › MCDONALDS CORP TRIM 0.2% -0.0% 2.2 8,011 -117 5
ADI funds › ANALOG DEVICES INC TRIM 0.2% +0.0% 2.1 5,368 -150 5
CSX funds › CSX CORP HOLD 0.2% +0.0% 2.1 44,820 +0 5
DPZ funds › DOMINOS PIZZA INC ADD 0.2% -0.0% 2.1 6,929 +78 5
AYI funds › ACUITY INC ADD 0.2% +0.0% 2.0 5,407 +1 5
SCHB funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 2.0 67,973 -729 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 2.0 27,357 +1,988 5
BSV funds › VANGUARD BD INDEX FDS TRIM 0.2% -0.0% 1.9 24,998 -639 5
AFL funds › AFLAC INC TRIM Common Stock 0.2% -0.0% 1.9 16,433 -2,003 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 1.9 2,612 +6 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.1% -0.0% 1.9 8,514 -782 5
WM funds › WASTE MGMT INC DEL ADD 0.1% -0.0% 1.9 8,364 +512 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 1.9 1,586 +2 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.1% +0.0% 1.8 10,014 -8 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.1% -0.0% 1.8 6,154 -227 5
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 1.8 21,547 -86 5
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.1% -0.0% 1.7 11,926 -371 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 1.7 7,831 -805 5
QCOM funds › QUALCOMM INC ADD 0.1% +0.0% 1.7 9,339 +13 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.1% +0.0% 1.6 4,268 +189 3
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 1.6 10,180 +3,785 5
GWW funds › WW GRAINGER INC ADD 0.1% +0.0% 1.6 1,169 +21 5
HEIA funds › HEICO CORP NEW TRIM 0.1% +0.0% 1.6 6,077 -73 5
DGRO funds › ISHARES TR TRIM 0.1% -0.0% 1.5 20,126 -1,653 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.1% 1.5 2,613 -52 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 1.5 2 +0 5
NTRS funds › NORTHERN TR CORP TRIM 0.1% +0.0% 1.5 8,581 -31 5
ET funds › ENERGY TRANSFER L P TRIM 0.1% -0.0% 1.5 76,869 -2,393 5
INTC funds › INTEL CORP TRIM 0.1% +0.1% 1.5 10,427 -32 5
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 1.4 4,184 -143 5
BXSL funds › BLACKSTONE SECD LENDING FD TRIM 0.1% -0.0% 1.4 59,758 -1,795 5
ABT funds › ABBOTT LABORATORIES TRIM 0.1% -0.0% 1.4 15,547 -342 5
MCK funds › MCKESSON CORP TRIM 0.1% -0.0% 1.4 1,852 -13 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% +0.0% 1.3 5,661 -22 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% +0.0% 1.3 1,781 -21 5
USB funds › US BANCORP TRIM 0.1% +0.0% 1.3 21,946 -804 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.1% -0.0% 1.3 35,949 +218 5
XLRE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 1.3 29,611 -254 5
GLW funds › CORNING INC TRIM 0.1% +0.0% 1.3 5,071 -77 5
VDE funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 1.3 8,540 -105 5
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.0% 1.3 3,972 -69 5
PSX funds › PHILLIPS 66 TRIM 0.1% -0.0% 1.2 7,267 -167 5
EMR funds › EMERSON ELEC CO ADD 0.1% +0.0% 1.2 8,580 +21 5
SNDK funds › SANDISK CORP HOLD 0.1% +0.1% 1.2 527 +0 2
FAST funds › FASTENAL CO HOLD 0.1% -0.0% 1.2 24,810 +0 5
BDX funds › BECTON DICKINSON & CO TRIM 0.1% -0.0% 1.2 7,872 -407 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.0% 1.2 2,295 -168 5
OEF funds › ISHARES TR TRIM 0.1% +0.0% 1.2 3,167 -49 5
TMUS funds › T-MOBILE US INC HOLD 0.1% -0.0% 1.1 6,682 +0 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 1.1 3,572 +315 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.1% -0.0% 1.1 18,468 -934 5
BND funds › VANGUARD BD INDEX FDS TRIM 0.1% -0.0% 1.0 14,218 -710 5
FDX funds › FEDEX CORP TRIM 0.1% -0.0% 1.0 3,327 -150 5
NKE funds › NIKE INC TRIM 0.1% -0.0% 1.0 24,748 -3,975 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.0 11,667 +9,723 5
PFFA funds › ETFIS SER TR I ADD 0.1% +0.0% 1.0 48,502 +6,170 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.1% -0.0% 1.0 7,767 -179 5
MO funds › ALTRIA GROUP INC HOLD 0.1% +0.0% 1.0 13,548 +0 5
WDC funds › WESTERN DIGITAL CORP ADD 0.1% +0.0% 1.0 1,510 +3 3
BA funds › BOEING CO TRIM 0.1% -0.0% 1.0 4,400 -158 5
BXMT funds › BLACKSTONE MORTGAGE TRUST IN ADD 0.1% -0.0% 0.9 55,854 +3,734 5
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.1% +0.0% 0.9 1,898 +0 5
IRM funds › IRON MTN INC DEL HOLD 0.1% +0.0% 0.9 7,000 +0 5
USMV funds › ISHARES TR HOLD 0.1% -0.0% 0.9 9,061 +0 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.1% -0.0% 0.9 9,327 -344 5
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.1% -0.0% 0.8 47,514 -2,459 2
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.1% -0.0% 0.8 2,420 -321 5
KKR funds › KKR & CO INC HOLD 0.1% -0.0% 0.8 8,800 +0 5
NEE funds › NEXTERA ENERGY INC HOLD 0.1% -0.0% 0.8 9,074 +0 5
ARCC funds › ARES CAPITAL CORP TRIM 0.1% -0.0% 0.8 42,823 -1,144 5
STWD funds › STARWOOD PPTY TR INC ADD 0.1% -0.0% 0.8 47,621 +4,942 5
CI funds › THE CIGNA GROUP ADD 0.1% -0.0% 0.8 2,811 +6 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.8 765 -18 5
DOC funds › HEALTHPEAK PROPERTIES INC ADD 0.1% +0.0% 0.8 36,086 +7,930 3
IYW funds › ISHARES TR HOLD 0.1% +0.0% 0.8 3,044 +0 5
CLX funds › CLOROX CO DEL TRIM 0.1% -0.0% 0.8 7,870 -1,046 5
FENI funds › FIDELITY COVINGTON TRUST ADD 0.1% -0.0% 0.7 18,305 +5 5
EIX funds › EDISON INTL ADD 0.1% +0.0% 0.7 9,774 +1,739 3
CRM funds › SALESFORCE INC TRIM 0.1% -0.0% 0.7 4,486 -318 5
SPYX funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.7 11,432 +1,460 5
AMLP funds › ALPS ETF TR ADD ETP 0.1% +0.0% 0.7 13,450 +2,700 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.1% -0.0% 0.7 1,357 -22 5
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.7 12,175 -3,503 5
APO funds › APOLLO GLOBAL MGMT INC HOLD 0.1% -0.0% 0.7 5,812 +0 5
OBDC funds › BLUE OWL CAPITAL CORPORATION TRIM 0.1% -0.0% 0.7 62,489 -3,000 5
TYL funds › TYLER TECHNOLOGIES INC ADD 0.1% +0.0% 0.7 2,265 +812 2
RF funds › REGIONS FINANCIAL CORP NEW HOLD 0.1% +0.0% 0.7 21,917 +0 5
DVY funds › ISHARES TR TRIM 0.1% -0.0% 0.7 4,189 -10 5
ADBE funds › ADOBE INC TRIM 0.1% -0.0% 0.7 3,176 -1,082 5
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.1% +0.0% 0.7 8,872 +0 5
DLN funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.6 6,606 +0 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.0% -0.0% 0.6 10,943 +0 5
GPC funds › GENUINE PARTS CO TRIM 0.0% +0.0% 0.6 5,332 -88 5
MAIN funds › MAIN STR CAP CORP ADD 0.0% +0.0% 0.6 12,013 +2,250 5
IWM funds › ISHARES TR HOLD 0.0% +0.0% 0.6 2,065 +0 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.0% -0.0% 0.6 5,676 -487 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% +0.0% 0.6 4,216 -6 5
PLD funds › PROLOGIS INC. HOLD 0.0% -0.0% 0.6 4,447 +0 5
KMI funds › KINDER MORGAN INC DEL ADD 0.0% -0.0% 0.6 18,619 +1,481 5
MMM funds › 3M CO HOLD 0.0% +0.0% 0.6 3,654 +0 5
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.6 2,708 -167 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.6 1,378 +11 5
TD funds › TORONTO DOMINION BK ONT ADD 0.0% +0.0% 0.6 4,663 +19 5
COP funds › CONOCOPHILLIPS ADD 0.0% -0.0% 0.6 5,317 +2 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 0.6 4,423 -508 5
EQR funds › EQUITY RESIDENTIAL ADD 0.0% +0.0% 0.5 7,758 +21 5
HII funds › HUNTINGTON INGALLS INDS INC ADD 0.0% -0.0% 0.5 1,868 +587 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.0% +0.0% 0.5 1,089 +45 5
TFC funds › TRUIST FINL CORP TRIM 0.0% -0.0% 0.5 10,385 -200 5
SPYM funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.5 5,864 +18 5
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.5 2,450 +4 4
NEAR funds › ISHARES U S ETF TR TRIM 0.0% -0.0% 0.5 10,075 -296 3
MSDL funds › MORGAN STANLEY DIRECT LENDIN TRIM 0.0% -0.0% 0.5 33,724 -3,200 5
IDV funds › ISHARES TR HOLD 0.0% -0.0% 0.5 12,081 +0 5
WES funds › WESTERN MIDSTREAM PARTNERS L ADD 0.0% +0.0% 0.5 11,420 +1,000 5
EFX funds › EQUIFAX INC TRIM 0.0% -0.0% 0.5 3,103 -200 5
ENB funds › ENBRIDGE INC ADD 0.0% -0.0% 0.5 9,061 +15 5
Q funds › QNITY ELECTRONICS INC TRIM 0.0% +0.0% 0.5 2,947 -305 3
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.5 877 +3 5
RY funds › ROYAL BK CDA ADD 0.0% +0.0% 0.4 2,165 +7 5
ABNB funds › AIRBNB INC ADD 0.0% +0.0% 0.4 3,111 +845 2
VV funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.4 1,290 -5 5
D funds › DOMINION ENERGY INC TRIM 0.0% -0.0% 0.4 6,481 -700 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.4 2,475 +2,376 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD 0.0% -0.0% 0.4 5,401 +0 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.0% -0.0% 0.4 1,317 -100 5
SEIX funds › VIRTUS ETF TR II TRIM 0.0% -0.0% 0.4 17,915 -2,800 5
SPSB funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.4 13,747 +0 5
CAH funds › CARDINAL HEALTH INC HOLD 0.0% +0.0% 0.4 1,721 +0 5
ALL funds › ALLSTATE CORP TRIM 0.0% +0.0% 0.4 1,711 -6 5
PGR funds › PROGRESSIVE CORP TRIM 0.0% -0.0% 0.4 1,818 -127 5
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.4 539 +539 1
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.4 950 -87 5
SPYG funds › SPDR SERIES TRUST TRIM 0.0% +0.0% 0.4 3,249 -24 5
EFA funds › ISHARES TR HOLD 0.0% -0.0% 0.4 3,718 +0 5
CG funds › CARLYLE GROUP INC TRIM 0.0% -0.0% 0.4 9,000 -164 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.4 3,165 -1 4
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.0% +0.0% 0.4 1,494 -25 5
WAT funds › WATERS CORP TRIM 0.0% +0.0% 0.4 976 -77 2
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 0.4 13,107 -241 5
LHX funds › L3HARRIS TECHNOLOGIES INC HOLD 0.0% -0.0% 0.4 1,249 +0 5
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.4 1,399 +3 5
FRT funds › FEDERAL RLTY INVT TR NEW HOLD 0.0% +0.0% 0.4 2,853 +0 5
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 0.4 14,325 -3,471 5
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.3 4,311 -660 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.0% -0.0% 0.3 2,987 -160 5
SPYV funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.3 5,366 -181 5
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 0.3 3,844 -24 5
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 0.3 2,357 -277 5
OKE funds › ONEOK INC NEW HOLD 0.0% -0.0% 0.3 3,700 +0 5
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.3 2,118 +2,118 1
NSA funds › NATIONAL STORAGE AFFILIATES HOLD 0.0% +0.0% 0.3 7,170 +0 3
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 0.3 3,233 -118 5
EXR funds › EXTRA SPACE STORAGE INC HOLD 0.0% +0.0% 0.3 2,138 +0 5
AIG funds › AMERICAN INTL GROUP INC TRIM 0.0% -0.0% 0.3 4,165 -120 5
GRMN funds › GARMIN LTD ADD 0.0% -0.0% 0.3 1,304 +4 5
CVS funds › CVS HEALTH CORP TRIM 0.0% +0.0% 0.3 2,954 -7 4
IWF funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,436 +1,827 5
PFFR funds › ETFIS SER TR I ADD 0.0% +0.0% 0.3 17,324 +1,814 2
IAU funds › ISHARES GOLD TR HOLD 0.0% -0.0% 0.3 3,985 +0 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 672 +672 1
XBI funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.3 1,832 +0 3
YUM funds › YUM BRANDS INC HOLD 0.0% -0.0% 0.3 1,798 +0 5
FBCG funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.3 4,576 +0 2
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.3 3,427 +2,549 4
IVE funds › ISHARES TR HOLD 0.0% -0.0% 0.3 1,210 +0 5
SHEL funds › SHELL PLC ADD 0.0% -0.0% 0.3 3,528 +36 5
FND funds › FLOOR & DECOR HLDGS INC HOLD 0.0% +0.0% 0.3 4,515 +0 5
SDY funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.3 1,748 +0 5
FELC funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.3 6,329 +0 5
BSM funds › BLACK STONE MINERALS L P HOLD 0.0% -0.0% 0.3 18,730 +0 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.3 1,290 -21 5
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.3 1,894 +1,894 1
HEI funds › HEICO CORP NEW NEW 0.0% +0.0% 0.3 721 +721 1
DES funds › WISDOMTREE TR HOLD 0.0% +0.0% 0.3 6,240 +0 4
BNS funds › BANK NOVA SCOTIA B C NEW 0.0% +0.0% 0.2 2,847 +2,847 1
RIO funds › RIO TINTO PLC ADD 0.0% -0.0% 0.2 2,602 +32 3
DLR funds › DIGITAL RLTY TR INC HOLD 0.0% -0.0% 0.2 1,375 +0 5
ABCB funds › AMERIS BANCORP HOLD 0.0% +0.0% 0.2 2,700 +0 3
IWR funds › ISHARES TR HOLD 0.0% +0.0% 0.2 2,188 +0 5
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.0% -0.0% 0.2 3,303 -200 5
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.0% +0.0% 0.2 279 +279 1
GIS funds › GENERAL MILLS INC TRIM 0.0% -0.0% 0.2 6,708 -1,363 5
IUSV funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,100 +0 4
PRU funds › PRUDENTIAL FINL INC HOLD 0.0% +0.0% 0.2 2,121 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.2 290 +290 1
SHW funds › SHERWIN WILLIAMS CO NEW 0.0% +0.0% 0.2 598 +598 1
SCHD funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 6,394 +6,394 1
IR funds › INGERSOLL RAND INC NEW 0.0% +0.0% 0.2 2,467 +2,467 1
IP funds › INTERNATIONAL PAPER CO NEW 0.0% +0.0% 0.2 5,283 +5,283 1
TDY funds › TELEDYNE TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 300 +300 1
OWL funds › BLUE OWL CAPITAL INC ADD 0.0% +0.0% 0.1 13,100 +3,000 2
HRZN funds › HORIZON TECHNOLOGY FIN CORP NEW 0.0% +0.0% 0.1 20,684 +20,684 1
OPP funds › RIVERNORTH DOUBLELINE STRATE HOLD 0.0% -0.0% 0.1 12,100 +0 5
IGR funds › CBRE GBL REAL ESTATE INC FD HOLD 0.0% -0.0% 0.1 15,953 +0 5
JQC funds › NUVEEN CR STRATEGIES INCOME HOLD 0.0% -0.0% 0.1 12,950 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.6% 0.0 0 -29,461 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.0% 0.0 0 -6,859 0
BP funds › BP PLC EXIT 0.0% -0.0% 0.0 0 -4,934 0
CUSIP:610335101 funds › MONROE CAP CORP EXIT 0.0% -0.0% 0.0 0 -22,000 0
ED funds › CONSOLIDATED EDISON INC EXIT 0.0% -0.0% 0.0 0 -1,850 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -6,299 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 1,275 305 0.06 32% 0.017 0.526 in
2026Q1 1,171 295 0.06 32% 0.016 0.527 in
2025Q4 1,191 296 0.06 33% 0.017 0.485 in
2025Q3 1,139 289 0.05 31% 0.016 0.507 in
2025Q2 1,063 285 0.05 30% 0.015 0.513 entered
2025Q1 998 272 0.00 30% 0.015 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