Fund Universe

D'Orazio & Associates, Inc.

CIK 0001646821 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.663
AUM ($M)
864
Positions
322
Turnover
0.08
Top-10 wt
56%
Herfindahl
0.053
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 345 positions · portfolio value $864M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS ADD 17.9% +0.7% 154.6 417,676 +3,552 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 5.3% -0.4% 45.7 991,357 +44,951 5
IQLT funds › ISHARES TR TRIM 5.2% -0.6% 44.9 906,626 -60,917 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 4.9% +0.6% 42.7 141,092 +1,220 5
BAH funds › BOOZ ALLEN HAMILTON HLDG COR TRIM 4.9% -2.4% 42.4 698,124 -22,410 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 4.8% +0.1% 41.8 586,614 +13,755 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 4.0% -0.5% 34.2 68,256 -2,786 5
DGRO funds › ISHARES TR TRIM 3.7% -0.2% 32.0 422,469 -7,893 5
VCRB funds › VANGUARD MALVERN FDS ADD 2.8% +0.3% 23.8 307,966 +63,324 5
QQQ funds › INVESCO QQQ TR TRIM 2.7% +0.3% 23.7 32,236 -463 5
MTUM funds › ISHARES TR ADD 2.5% +0.7% 21.7 63,196 +3,481 5
UNH funds › UNITEDHEALTH GROUP INC ADD 2.4% +0.7% 20.3 48,884 +569 5
IDMO funds › INVESCO EXCH TRADED FD TR II ADD 2.2% +0.2% 19.4 321,925 +38,244 5
AVDV funds › AMERICAN CENTY ETF TR ADD 2.0% +0.2% 17.0 165,162 +24,811 5
JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM 1.9% -0.0% 16.6 230,194 -18,010 5
GARP funds › ISHARES TR ADD 1.8% +0.5% 15.5 187,575 +28,625 5
NVDA funds › NVIDIA CORPORATION ADD 1.5% +0.1% 13.4 66,872 +1,224 5
AAPL funds › APPLE INC ADD 1.5% +0.1% 13.2 45,622 +2,300 5
AVEM funds › AMERICAN CENTY ETF TR ADD 1.2% +0.3% 10.7 111,228 +18,347 5
MSFT funds › MICROSOFT CORP ADD 1.1% -0.1% 9.6 25,699 +130 5
VOO funds › VANGUARD INDEX FDS TRIM 1.0% -0.0% 8.5 12,408 -362 5
TTMI funds › TTM TECHNOLOGIES INC TRIM 0.9% +0.3% 7.5 39,860 -1,994 5
VCRM funds › VANGUARD MUN BD FDS ADD 0.7% +0.2% 5.9 76,991 +27,040 3
AMZN funds › AMAZON COM INC ADD 0.6% +0.0% 5.5 23,115 +950 5
GOOGL funds › ALPHABET INC ADD 0.6% +0.1% 5.4 15,018 +234 5
GOOG funds › ALPHABET INC ADD 0.6% +0.1% 4.9 13,921 +187 5
AVGO funds › BROADCOM INC TRIM 0.5% +0.0% 3.9 10,369 -281 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.4% -0.0% 3.5 14,791 -629 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.4% -0.1% 3.4 6,662 +11 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.4% -0.0% 3.3 55,603 -364 5
TSLA funds › TESLA INC ADD 0.4% +0.0% 3.3 7,787 +123 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.4% +0.0% 3.0 8,183 -101 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.3% -0.0% 2.7 43,489 +125 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.3% +0.2% 2.6 2,209 -267 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.0% 2.5 9,747 -153 5
LLY funds › ELI LILLY & CO TRIM 0.3% +0.0% 2.5 2,049 -171 5
GLD funds › SPDR GOLD TR TRIM 0.3% -0.2% 2.4 6,616 -1,367 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.3% +0.0% 2.4 83,737 +8 5
CLS funds › CELESTICA INC TRIM 0.3% +0.0% 2.4 6,594 -546 5
META funds › META PLATFORMS INC TRIM 0.3% -0.0% 2.3 4,144 -34 5
V funds › VISA INC ADD 0.3% +0.0% 2.2 6,468 +514 5
JPM funds › JPMORGAN CHASE & CO ADD 0.2% -0.0% 2.1 6,303 +20 5
ITOT funds › ISHARES TR ADD 0.2% +0.0% 2.1 12,554 +1,168 5
BA funds › BOEING CO TRIM 0.2% -0.1% 2.0 9,156 -1,719 3
WMT funds › WALMART INC TRIM 0.2% -0.1% 1.9 16,636 -145 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.2% +0.1% 1.8 1,844 -17 5
TTEK funds › TETRA TECH INC NEW TRIM 0.2% -0.0% 1.8 61,472 -3,884 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 1.7 12,454 -587 5
PM funds › PHILIP MORRIS INTL INC ADD 0.2% +0.0% 1.7 9,311 +286 5
AVDE funds › AMERICAN CENTY ETF TR ADD 0.2% +0.1% 1.6 17,704 +12,400 2
KLAC funds › KLA CORP ADD 0.2% +0.1% 1.5 5,118 +4,618 5
CSCO funds › CISCO SYS INC ADD 0.2% +0.1% 1.5 12,925 +2,085 5
BOND funds › PIMCO ETF TR TRIM 0.2% -0.1% 1.5 15,730 -5,871 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.2% -0.0% 1.4 1,545 -16 5
MO funds › ALTRIA GROUP INC ADD 0.2% +0.0% 1.4 19,483 +1,214 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.2% +0.1% 1.4 2,390 +179 5
ABBV funds › ABBVIE INC ADD 0.2% +0.0% 1.4 5,514 +31 5
IVV funds › ISHARES TR ADD 0.2% +0.0% 1.3 1,765 +208 5
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 1.3 22,850 -406 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 1.1 1,076 +5 5
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 1.1 3,096 -45 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 1.1 3,100 -464 5
VB funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 1.1 3,594 +0 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.1% +0.1% 1.1 2,523 -82 5
WDC funds › WESTERN DIGITAL CORP ADD 0.1% +0.1% 1.1 1,691 +117 2
KO funds › COCA COLA CO ADD 0.1% +0.0% 1.1 13,097 +844 5
BCS funds › BARCLAYS PLC ADD 0.1% +0.0% 1.1 39,374 +2,023 5
VGMS funds › VANGUARD MALVERN FDS ADD 0.1% +0.0% 1.0 19,803 +4,478 3
LOW funds › LOWES COS INC TRIM 0.1% -0.1% 1.0 4,505 -1,062 5
NFLX funds › NETFLIX INC. TRIM 0.1% -0.1% 1.0 13,845 -1,173 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.1% +0.0% 1.0 1,316 +7 5
VALE funds › VALE S A ADD 0.1% -0.0% 1.0 63,764 +112 5
INFQ funds › INFLEQTION INC NEW 0.1% +0.1% 0.9 69,481 +69,481 1
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 0.9 1,794 -132 5
GILD funds › GILEAD SCIENCES INC ADD 0.1% -0.0% 0.9 7,176 +16 5
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 0.9 6,051 +202 5
SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -1.5% 0.9 7,230 -106,090 5
VGT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 0.9 7,288 +6,373 5
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA TRIM 0.1% -0.0% 0.9 34,556 -1,560 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.1% +0.0% 0.9 1,798 -11 5
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.9 18,172 +2,190 5
SNPS funds › SYNOPSYS INC ADD 0.1% +0.0% 0.8 1,874 +4 4
BTI funds › BRITISH AMERN TOB PLC TRIM 0.1% -0.0% 0.8 13,406 -3,246 5
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.8 4,945 +38 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.0% 0.8 1,880 +147 3
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.8 5,730 +137 5
IEFA funds › ISHARES TR ADD 0.1% +0.0% 0.8 8,295 +576 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 0.8 18,914 -546 5
EBAY funds › EBAY INC. ADD 0.1% +0.0% 0.8 7,009 +106 5
FTEC funds › FIDELITY COVINGTON TRUST HOLD 0.1% +0.0% 0.8 2,735 +0 5
DFUV funds › DIMENSIONAL ETF TRUST HOLD 0.1% +0.0% 0.8 14,143 +0 5
FIX funds › COMFORT SYS USA INC TRIM 0.1% +0.0% 0.8 392 -64 5
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.8 2,062 -14 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.8 5,247 -600 5
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% -0.0% 0.8 14,961 +365 5
QUAL funds › ISHARES TR TRIM 0.1% -0.0% 0.7 3,360 -1,689 5
CAH funds › CARDINAL HEALTH INC ADD 0.1% +0.0% 0.7 3,099 +24 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.7 2,584 +12 5
AVUV funds › AMERICAN CENTY ETF TR ADD 0.1% +0.0% 0.7 5,729 +1,075 5
MCK funds › MCKESSON CORP TRIM 0.1% -0.0% 0.7 941 -11 5
EME funds › EMCOR GROUP INC TRIM 0.1% +0.0% 0.7 848 -2 5
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 0.7 3,698 +89 5
NWG funds › NATWEST GROUP PLC ADD 0.1% +0.0% 0.7 39,696 +296 5
APP funds › APPLOVIN CORP TRIM 0.1% +0.0% 0.7 1,333 -26 5
NVS funds › NOVARTIS AG ADD 0.1% -0.0% 0.7 4,370 +183 5
GEV funds › GE VERNOVA INC TRIM 0.1% +0.0% 0.7 568 -23 5
SHOC funds › EA SERIES TRUST ADD 0.1% +0.0% 0.7 5,425 +1 5
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.0% 0.7 908 +32 3
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.1% +0.0% 0.6 2,610 -18 5
VHT funds › VANGUARD WORLD FD HOLD 0.1% -0.0% 0.6 2,140 +0 5
VIS funds › VANGUARD WORLD FD HOLD 0.1% +0.0% 0.6 1,743 +0 5
SJNK funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.6 24,390 +1 5
JBL funds › JABIL INC ADD 0.1% +0.0% 0.6 1,549 +14 5
JOBY funds › JOBY AVIATION INC HOLD 0.1% -0.0% 0.6 66,670 +0 5
PFE funds › PFIZER INC TRIM 0.1% -0.0% 0.6 24,083 -3,063 5
CRH funds › CRH PLC TRIM 0.1% -0.0% 0.6 5,404 -8 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.6 2,128 -9 5
GTX funds › GARRETT MOTION INC ADD 0.1% +0.0% 0.6 15,859 +142 5
PEP funds › PEPSICO INC TRIM 0.1% -0.0% 0.6 4,239 -278 5
FNDF funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 0.6 10,782 +0 5
PHM funds › PULTE GROUP INC TRIM 0.1% -0.0% 0.6 4,100 -266 5
SCHG funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.6 16,556 +0 5
USB funds › US BANCORP ADD 0.1% +0.0% 0.5 9,092 +19 5
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.0% 0.5 9,401 -678 5
MGA funds › MAGNA INTL INC ADD 0.1% +0.0% 0.5 8,122 +1,099 3
CUSIP:624756102 funds › MUELLER INDS INC TRIM 0.1% -0.0% 0.5 4,248 -352 5
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 0.5 4,050 -195 5
CTVA funds › CORTEVA INC ADD 0.1% +0.0% 0.5 6,128 +1,653 2
VONG funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 0.5 4,018 +561 5
CL funds › COLGATE PALMOLIVE CO ADD 0.1% +0.0% 0.5 5,572 +2,154 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.1% +0.0% 0.5 1,473 +120 5
UBS funds › UBS GROUP AG TRIM 0.1% +0.0% 0.5 10,117 -667 5
FLEX funds › FLEX LTD TRIM 0.1% +0.0% 0.5 3,073 -20 2
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 0.1% +0.0% 0.5 11,021 -37 5
DB funds › DEUTSCHE BK AG ADD 0.1% +0.0% 0.5 14,716 +11 5
IQDG funds › WISDOMTREE TR HOLD 0.1% -0.0% 0.5 11,516 +0 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.1% +0.0% 0.5 8,406 +1,638 2
APH funds › AMPHENOL CORP TRIM 0.1% +0.0% 0.5 2,745 -50 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.1% -0.0% 0.5 1,528 -90 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.1% +0.0% 0.5 2,513 -100 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.1% +0.0% 0.5 1,770 +390 5
NYT funds › NEW YORK TIMES CO MTN BE TRIM 0.1% -0.0% 0.5 6,839 -20 5
IX funds › ORIX CORP ADD 0.1% +0.0% 0.5 12,546 +4,457 3
TRV funds › TRAVELERS COMPANIES INC ADD 0.1% +0.0% 0.5 1,443 +22 5
FICO funds › FAIR ISAAC CORP HOLD 0.1% +0.0% 0.5 389 +0 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.5 458 -27 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 5,342 +4,450 5
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.1% -0.0% 0.5 3,461 -23 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% +0.0% 0.5 2,548 +2,452 5
MPC funds › MARATHON PETE CORP ADD 0.1% -0.0% 0.5 1,769 +9 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.1% -0.1% 0.5 3,874 -3,932 5
JOYY funds › JOYY INC TRIM 0.1% -0.0% 0.4 6,779 -186 5
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 0.4 1,040 +5 5
TPR funds › TAPESTRY INC TRIM 0.0% -0.0% 0.4 2,902 -54 5
BELFB funds › BEL FUSE INC TRIM 0.0% +0.0% 0.4 1,251 -45 3
T funds › AT&T INC TRIM 0.0% -0.0% 0.4 20,067 -1,333 5
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.4 796 +28 5
HUBB funds › HUBBELL INC HOLD 0.0% -0.0% 0.4 789 +0 5
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.4 182 +182 1
ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW 0.0% +0.0% 0.4 9,096 +9,096 1
HSBC funds › HSBC HLDGS PLC ADD 0.0% +0.0% 0.4 4,302 +266 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.4 1,809 +1,809 1
SU funds › SUNCOR ENERGY INC NEW ADD 0.0% -0.0% 0.4 7,530 +34 5
SAN funds › BANCO SANTANDER SA TRIM 0.0% +0.0% 0.4 29,195 -1,228 5
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 0.4 2,173 -42 5
EFXT funds › ENERFLEX LTD ADD 0.0% +0.0% 0.4 16,360 +1,419 5
UNP funds › UNION PAC CORP ADD 0.0% +0.0% 0.4 1,471 +71 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.4 1,808 +1,808 1
NEE funds › NEXTERA ENERGY INC TRIM 0.0% -0.0% 0.4 4,547 -69 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.0% -0.0% 0.4 4,329 +22 5
CUSIP:74587V107 funds › PUMA BIOTECHNOLOGY INC TRIM 0.0% +0.0% 0.4 48,680 -1,235 5
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.4 1,866 +42 5
AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.4 3,285 +6 5
BBDO funds › BANCO BRADESCO S A TRIM 0.0% -0.0% 0.4 128,160 -5,840 5
SO funds › SOUTHERN CO ADD 0.0% -0.0% 0.4 3,979 +133 5
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 0.4 388 +3 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 0.4 1,103 -35 5
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 0.4 2,458 -118 5
IDCC funds › INTERDIGITAL INC TRIM 0.0% -0.0% 0.4 1,314 -44 5
NPV funds › NUVEEN VA QUALITY MUN INCOM HOLD 0.0% -0.0% 0.4 32,119 +0 2
PH funds › PARKER-HANNIFIN CORP TRIM 0.0% -0.0% 0.4 379 -36 5
CNI funds › CANADIAN NATL RY CO NEW 0.0% +0.0% 0.4 3,095 +3,095 1
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% -0.0% 0.4 2,549 -236 5
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 0.4 2,574 -22 5
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 3,603 +17 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.4 1,216 +1,216 1
DBMF funds › LITMAN GREGORY FDS TR ADD 0.0% +0.0% 0.4 11,765 +4,780 2
VIV funds › TELEFONICA BRASIL SA ADD 0.0% -0.0% 0.4 27,345 +570 5
XSMO funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.4 3,835 +0 5
MMM funds › 3M CO TRIM 0.0% -0.0% 0.4 2,215 -22 5
EXPE funds › EXPEDIA GROUP INC TRIM 0.0% -0.0% 0.4 1,391 -84 3
QUAD funds › QUAD / GRAPHICS INC ADD 0.0% +0.0% 0.4 41,862 +7,493 5
IMO funds › IMPERIAL OIL LTD ADD 0.0% -0.0% 0.4 3,148 +26 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.0% +0.0% 0.4 4,806 +16 5
SMH funds › VANECK ETF TRUST HOLD 0.0% +0.0% 0.4 537 +0 2
CUSIP:442487401 funds › HOVNANIAN ENTERPRISES INC HOLD 0.0% +0.0% 0.4 2,458 +0 5
D funds › DOMINION ENERGY INC HOLD 0.0% -0.0% 0.3 5,110 +0 2
ED funds › CONSOLIDATED EDISON INC TRIM 0.0% -0.0% 0.3 3,151 -17 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.3 3,832 -713 5
CHT funds › CHUNGHWA TELECOM CO LTD ADD 0.0% -0.0% 0.3 7,793 +408 5
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.3 2,018 -163 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.3 1,506 -66 5
BAC funds › BANK OF AMER CORP ADD 0.0% +0.0% 0.3 5,869 +832 5
MFC funds › MANULIFE FINL CORP TRIM 0.0% -0.0% 0.3 8,237 -1,613 5
KB funds › KB FINL GROUP INC ADD 0.0% +0.0% 0.3 3,173 +221 5
CHRW funds › C H ROBINSON WORLDWIDE IN ADD 0.0% +0.0% 0.3 1,752 +334 2
ODFL funds › OLD DOMINION FREIGHT LINE IN NEW 0.0% +0.0% 0.3 1,513 +1,513 1
SPMO funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% +0.0% 0.3 2,011 +0 2
MCO funds › MOODYS CORP ADD 0.0% +0.0% 0.3 708 +53 5
BIIB funds › BIOGEN INC TRIM 0.0% -0.0% 0.3 1,481 -296 2
GSL funds › GLOBAL SHIP LEASE INC ADD 0.0% -0.0% 0.3 8,382 +452 4
RFIL funds › RF INDS LTD NEW 0.0% +0.0% 0.3 14,823 +14,823 1
BPOP funds › POPULAR INC ADD 0.0% +0.0% 0.3 1,909 +78 3
COF funds › CAPITAL ONE FINL CORP ADD 0.0% +0.0% 0.3 1,536 +50 5
SPGI funds › S&P GLOBAL INC ADD 0.0% -0.0% 0.3 753 +34 5
FMS funds › FRESENIUS MEDICAL CARE AG ADD 0.0% +0.0% 0.3 13,511 +4,606 2
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.0% +0.0% 0.3 1,363 +1,363 1
SHG funds › SHINHAN FINANCIAL GROUP CO L ADD 0.0% -0.0% 0.3 4,822 +219 5
RELX funds › RELX PLC ADD 0.0% -0.0% 0.3 9,613 +1,353 5
CYD funds › CHINA YUCHAI INTL LTD TRIM 0.0% +0.0% 0.3 6,388 -321 2
CX funds › CEMEX SA EURO MTN BE 144A ADD 0.0% -0.0% 0.3 25,226 +1,142 4
WFC funds › WELLS FARGO & CO ADD 0.0% -0.0% 0.3 3,633 +135 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.3 2,371 +63 5
EMXC funds › ISHARES INC HOLD 0.0% +0.0% 0.3 2,917 +0 3
SLV funds › ISHARES SILVER TR HOLD 0.0% -0.0% 0.3 5,576 +0 4
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 0.3 412 +7 2
FNDE funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 7,431 +0 5
CASY funds › CASEYS GEN STORES INC ADD 0.0% -0.0% 0.3 371 +2 4
GHM funds › GRAHAM CORP TRIM 0.0% +0.0% 0.3 2,377 -295 2
MNST funds › MONSTER BEVERAGE CORP NEW ADD 0.0% +0.0% 0.3 3,057 +89 3
CTA funds › SIMPLIFY EXCHANGE TRADED FUN NEW 0.0% +0.0% 0.3 11,285 +11,285 1
AIT funds › APPLIED INDL TECHNOLOGIES IN HOLD 0.0% +0.0% 0.3 865 +0 5
PGR funds › PROGRESSIVE CORP ADD 0.0% +0.0% 0.3 1,337 +33 5
CB funds › CHUBB LIMITED ADD 0.0% -0.0% 0.3 851 +8 5
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.0% -0.0% 0.3 1,865 -8 5
IVW funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,103 +0 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO NEW 0.0% +0.0% 0.3 7,443 +7,443 1
SCHY funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 9,039 +0 5
DE funds › DEERE & CO ADD 0.0% +0.0% 0.3 450 +11 3
COKE funds › COCA COLA CONS INC ADD 0.0% -0.0% 0.3 1,483 +53 3
BKTI funds › BK TECHNOLOGIES CORPORATION TRIM 0.0% -0.0% 0.3 3,287 -231 4
CBOE funds › CBOE GLOBAL MKTS INC ADD 0.0% -0.0% 0.3 1,163 +27 5
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.3 946 +946 1
CMI funds › CUMMINS INC ADD 0.0% +0.0% 0.3 392 +7 2
DFAT funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.3 3,983 +0 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.3 1,169 +58 5
FAST funds › FASTENAL CO ADD 0.0% -0.0% 0.3 5,787 +37 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.3 783 -40 5
KOF funds › COCA-COLA FEMSA SAB DE CV ADD 0.0% +0.0% 0.3 2,608 +100 5
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.3 356 +356 1
CGAU funds › CENTERRA GOLD INC TRIM 0.0% -0.0% 0.3 16,973 -627 5
TLK funds › TELEKOMUNIKASI IND TRIM 0.0% -0.0% 0.3 19,930 -5,302 5
TFC funds › TRUIST FINL CORP TRIM 0.0% -0.0% 0.3 5,311 -417 5
KGC funds › KINROSS GOLD CORP ADD 0.0% -0.0% 0.3 11,141 +312 5
KR funds › KROGER CO ADD 0.0% -0.0% 0.3 4,659 +689 5
QGRW funds › WISDOMTREE TR HOLD 0.0% +0.0% 0.3 3,864 +0 5
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 0.2 1,799 -113 3
CM funds › CANADIAN IMPERIAL BANK OF CO NEW 0.0% +0.0% 0.2 2,138 +2,138 1
FHLC funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.2 3,176 +0 5
GM funds › GENERAL MTRS CO ADD 0.0% -0.0% 0.2 3,147 +152 3
LMB funds › LIMBACH HLDGS INC TRIM 0.0% -0.0% 0.2 3,125 -979 5
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.2 121 +121 1
IAUM funds › ISHARES GOLD TRUST MICRO HOLD 0.0% -0.0% 0.2 5,983 +0 4
ITRN funds › ITURAN LOCATION AND CONTROL NEW 0.0% +0.0% 0.2 3,893 +3,893 1
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.2 2,570 -59 5
WSM funds › WILLIAMS SONOMA INC NEW 0.0% +0.0% 0.2 1,016 +1,016 1
SCHX funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.2 7,984 +2 4
AUPH funds › AURINIA PHARMACEUTICALS INC NEW 0.0% +0.0% 0.2 13,694 +13,694 1
TMUS funds › T-MOBILE US INC ADD 0.0% -0.0% 0.2 1,346 +15 5
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 0.2 577 -93 5
GSLC funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.2 1,578 +1,578 1
AZO funds › AUTOZONE INC TRIM 0.0% -0.0% 0.2 70 -2 5
WEC funds › WEC ENERGY GROUP INC HOLD 0.0% -0.0% 0.2 1,914 +0 2
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.0% +0.0% 0.2 999 +999 1
NTRS funds › NORTHERN TR CORP NEW 0.0% +0.0% 0.2 1,272 +1,272 1
RSG funds › REPUBLIC SVCS INC TRIM 0.0% -0.0% 0.2 1,035 -12 5
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.2 1,297 +1,297 1
STT funds › STATE STR CORP NEW 0.0% +0.0% 0.2 1,298 +1,298 1
NOW funds › SERVICENOW INC NEW 0.0% +0.0% 0.2 2,215 +2,215 1
MCY funds › MERCURY GENL CORP NEW NEW 0.0% +0.0% 0.2 2,056 +2,056 1
BX funds › BLACKSTONE INC NEW 0.0% +0.0% 0.2 1,860 +1,860 1
NEM funds › NEWMONT CORP TRIM 0.0% -0.0% 0.2 2,343 -206 3
MSCI funds › MSCI INC NEW 0.0% +0.0% 0.2 389 +389 1
AUB funds › ATLANTIC UN BANKSHARES CORP TRIM 0.0% -0.0% 0.2 5,143 -7,843 5
ATNI funds › ATN INTL INC NEW 0.0% +0.0% 0.2 8,195 +8,195 1
BHV funds › BLACKROCK VA MUN BD TR HOLD 0.0% +0.0% 0.2 16,902 +0 2
ESGU funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,298 +1,298 1
INNV funds › INNOVAGE HLDG CORP TRIM 0.0% +0.0% 0.2 17,671 -535 2
COP funds › CONOCOPHILLIPS ADD 0.0% -0.0% 0.2 2,011 +96 2
ES funds › EVERSOURCE ENERGY NEW 0.0% +0.0% 0.2 2,849 +2,849 1
PLD funds › PROLOGIS INC. TRIM 0.0% -0.0% 0.2 1,519 -18 2
VRTX funds › VERTEX PHARMACEUTICALS INC NEW 0.0% +0.0% 0.2 414 +414 1
EXR funds › EXTRA SPACE STORAGE INC NEW 0.0% +0.0% 0.2 1,414 +1,414 1
DLTR funds › DOLLAR TREE INC NEW 0.0% +0.0% 0.2 1,697 +1,697 1
MATX funds › MATSON INC NEW 0.0% +0.0% 0.2 1,067 +1,067 1
NVR funds › NVR INC NEW 0.0% +0.0% 0.2 30 +30 1
XMMO funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 1,200 +1,200 1
NEU funds › NEWMARKET CORP NEW 0.0% +0.0% 0.2 257 +257 1
PBR funds › PETROLEO BRASILEIRO S A ADD 0.0% -0.0% 0.2 12,467 +23 5
SYF funds › SYNCHRONY FINANCIAL NEW 0.0% +0.0% 0.2 2,648 +2,648 1
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.2 6,318 -824 5
AMCX funds › AMC GLOBAL MEDIA INC NEW Common Stock 0.0% +0.0% 0.2 17,267 +17,267 1
INMD funds › INMODE LTD NEW 0.0% +0.0% 0.2 11,170 +11,170 1
VIPS funds › VIPSHOP HLDGS LTD TRIM 0.0% -0.0% 0.2 12,206 -4,053 5
VOD funds › VODAFONE GROUP PLC NEW 0.0% +0.0% 0.1 10,006 +10,006 1
CRDA funds › CRAWFORD & CO NEW 0.0% +0.0% 0.1 11,019 +11,019 1
LYG funds › LLOYDS BANKING GROUP PLC TRIM 0.0% +0.0% 0.1 20,846 -344 5
SSL funds › SASOL LTD ADD 0.0% -0.0% 0.1 11,518 +791 2
WB funds › WEIBO CORP TRIM 0.0% -0.0% 0.1 15,069 -11,718 4
MFIN funds › MEDALLION FINANCIAL CORP TRIM 0.0% +0.0% 0.1 10,653 -618 5
III funds › INFORMATION SVCS GROUP INC NEW 0.0% +0.0% 0.1 22,517 +22,517 1
MLCO funds › MELCO RESORTS AND ENTMNT LTD NEW 0.0% +0.0% 0.1 15,320 +15,320 1
FINV funds › FINVOLUTION GROUP TRIM 0.0% -0.0% 0.1 16,259 -9,297 5
TKC funds › TURKCELL ILETISIM ADD 0.0% -0.0% 0.1 11,257 +96 5
ABEV funds › AMBEV SA NEW 0.0% +0.0% 0.1 19,390 +19,390 1
BTE funds › BAYTEX ENERGY CORP ADD 0.0% +0.0% 0.1 14,991 +3,458 2
SSP funds › SCRIPPS E W CO OHIO TRIM 0.0% -0.0% 0.1 19,198 -6,055 4
OPTT funds › OCEAN PWR TECHNOLOGIES INC TRIM 0.0% -0.0% 0.1 197,503 -207,174 2
SND funds › SMART SAND INC NEW 0.0% +0.0% 0.1 10,300 +10,300 1
BEAT funds › HEARTBEAM INC HOLD 0.0% -0.0% 0.0 48,987 +0 5
NGEN funds › NERVGEN PHARMA CORP HOLD 0.0% -0.0% 0.0 10,000 +0 2
BEATW funds › HEARTBEAM INC HOLD 0.0% -0.0% 0.0 16,000 +0 3
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -3,670 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.1% 0.0 0 -2,167 0
GNL funds › GLOBAL NET LEASE INC EXIT 0.0% -0.0% 0.0 0 -13,244 0
KKR funds › KKR & CO INC EXIT 0.0% -0.0% 0.0 0 -2,400 0
SAP funds › SAP SE EXIT 0.0% -0.0% 0.0 0 -1,276 0
MRSH funds › MARSH & MCLENNAN COS INC EXIT 0.0% -0.0% 0.0 0 -1,476 0
COR funds › CENCORA INC EXIT 0.0% -0.0% 0.0 0 -724 0
TS funds › TENARIS S A EXIT 0.0% -0.0% 0.0 0 -3,499 0
NXST funds › NEXSTAR MEDIA GROUP INC EXIT 0.0% -0.0% 0.0 0 -1,368 0
ULTA funds › ULTA BEAUTY INC EXIT 0.0% -0.0% 0.0 0 -408 0
KT funds › KT CORP EXIT 0.0% -0.0% 0.0 0 -10,327 0
BP funds › BP PLC EXIT 0.0% -0.0% 0.0 0 -5,345 0
AMT funds › AMERICAN TOWER CORP EXIT 0.0% -0.0% 0.0 0 -1,528 0
TIMB funds › TIM S A EXIT 0.0% -0.0% 0.0 0 -10,817 0
SMFG funds › SUMITOMO MITSUI FIN GRP INC EXIT 0.0% -0.0% 0.0 0 -10,340 0
EMBJ funds › EMBRAER S.A. EXIT 0.0% -0.0% 0.0 0 -3,998 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.0% 0.0 0 -1,278 0
MDT funds › MEDTRONIC PLC EXIT 0.0% -0.0% 0.0 0 -3,134 0
PSIX funds › POWER SOLUTIONS INTL INC EXIT 0.0% -0.0% 0.0 0 -4,396 0
ADSK funds › AUTODESK INC EXIT 0.0% -0.0% 0.0 0 -892 0
GLDM funds › WORLD GOLD TR EXIT 0.0% -0.0% 0.0 0 -2,290 0
AP funds › AMPCO-PITTSBURG CORP EXIT 0.0% -0.0% 0.0 0 -11,103 0
UI funds › UBIQUITI INC EXIT 0.0% -0.0% 0.0 0 -330 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 864 322 0.08 56% 0.053 0.660 in
2026Q1 772 298 0.05 58% 0.054 0.738 in
2025Q4 782 285 0.04 59% 0.056 0.714 in
2025Q3 757 276 0.07 61% 0.057 0.683 in
2025Q2 708 277 0.10 64% 0.059 0.683 entered
2025Q1 656 253 0.00 64% 0.057 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