Fund Universe

Moss Adams Wealth Advisors LLC

CIK 0001661245 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.892
AUM ($M)
1,600
Positions
307
Turnover
0.05
Top-10 wt
74%
Herfindahl
0.116
History (qtrs)
6
Excess Return

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Holdings · 324 positions · portfolio value $1,600M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS ADD 30.0% +0.4% 480.1 1,297,507 +37,591 5
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 8.5% -0.5% 136.3 2,903,040 +277,639 5
PAVE funds › GLOBAL X FDS ADD 6.8% +0.1% 109.0 1,847,570 +30,612 5
XLU funds › SELECT SECTOR SPDR TR ADD 5.5% -0.5% 87.9 1,939,085 +141,624 5
SMH funds › VANECK ETF TRUST TRIM 4.9% +0.1% 79.0 120,494 -52,972 5
DFIC funds › DIMENSIONAL ETF TRUST ADD 4.6% -0.2% 73.6 1,976,543 +114,001 5
XLRE funds › SELECT SECTOR SPDR TR ADD 4.5% -0.2% 72.7 1,650,772 +61,185 5
BUG funds › GLOBAL X FDS ADD 4.1% +1.5% 65.8 1,724,031 +277,551 5
XLC funds › SELECT SECTOR SPDR TR ADD 3.4% -0.6% 54.0 504,352 +19,828 5
AAPL funds › APPLE INC TRIM 1.9% -0.1% 29.9 103,386 -3,714 5
IWV funds › ISHARES TR TRIM 1.1% -0.0% 17.8 41,783 -148 5
NVDA funds › NVIDIA CORPORATION ADD 1.1% +0.0% 17.4 87,048 +4,300 5
SPDW funds › SPDR INDEX SHS FDS TRIM 1.1% -0.1% 17.4 344,497 -5,131 5
MSFT funds › MICROSOFT CORP ADD 1.1% -0.2% 17.1 45,887 +716 5
GOOGL funds › ALPHABET INC ADD 1.0% +0.1% 15.4 43,013 +621 5
VIOO funds › VANGUARD ADMIRAL FDS INC TRIM 0.9% -0.1% 13.7 99,440 -18,376 5
AMZN funds › AMAZON COM INC ADD 0.8% -0.0% 12.2 51,279 +959 5
SPEM funds › SPDR INDEX SHS FDS ADD 0.7% -0.0% 11.8 228,493 +11,535 5
GOOG funds › ALPHABET INC ADD 0.6% +0.0% 10.0 28,343 +471 5
AVGO funds › BROADCOM INC ADD 0.5% +0.0% 7.7 20,406 +620 5
VOO funds › VANGUARD INDEX FDS ADD 0.4% +0.1% 7.2 10,420 +1,534 5
META funds › META PLATFORMS INC TRIM 0.4% -0.1% 6.2 11,089 -252 5
SOXX funds › ISHARES TR TRIM 0.4% +0.1% 6.1 9,518 -2,957 5
LLY funds › ELI LILLY & CO ADD 0.4% +0.2% 5.7 4,778 +1,922 5
IJR funds › ISHARES TR TRIM 0.4% -0.1% 5.6 37,898 -8,149 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.3% -0.1% 5.3 38,531 -16 5
MU funds › MICRON TECHNOLOGY INC ADD 0.3% +0.2% 5.2 4,497 +151 5
VPU funds › VANGUARD WORLD FD HOLD 0.3% -0.1% 5.0 25,569 +0 5
HYG funds › ISHARES TR ADD 0.3% +0.0% 5.0 62,519 +13,032 5
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.3% +0.1% 4.7 92,638 +35,967 3
TSLA funds › TESLA INC ADD 0.3% -0.0% 4.3 10,255 +315 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% -0.0% 4.1 12,635 +376 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.3% -0.0% 4.1 5,507 -147 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.1% 3.9 20,248 +2,537 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.2% +0.2% 3.9 6,637 +532 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 3.5 4,743 +32 5
JNJ funds › JOHNSON & JOHNSON ADD 0.2% -0.0% 3.2 12,601 +149 5
ASML funds › ASML HLDG NV ADD 0.2% +0.0% 3.2 1,606 +5 5
IWF funds › ISHARES TR ADD 0.2% -0.0% 3.1 24,900 +18,668 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 2.9 5,649 -87 5
MS funds › MORGAN STANLEY ADD 0.2% +0.0% 2.8 13,593 +167 5
RWO funds › SPDR INDEX SHS FDS TRIM 0.2% -0.0% 2.8 55,783 -900 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.2% -0.0% 2.7 25,369 +61 5
WMT funds › WALMART INC TRIM 0.2% -0.1% 2.7 23,992 -185 5
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.2% -0.0% 2.5 11,962 +0 5
HD funds › HOME DEPOT INC TRIM 0.2% -0.0% 2.5 7,160 -1,136 5
AMAT funds › APPLIED MATLS INC TRIM 0.2% +0.1% 2.5 3,476 -216 5
INTC funds › INTEL CORP ADD 0.1% +0.1% 2.3 16,665 +1,367 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.2% 2.3 2,448 -1,910 5
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 2.2 19,108 +529 5
RBLX funds › ROBLOX CORP NEW 0.1% +0.1% 2.2 40,414 +40,414 1
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% -0.0% 2.1 7,526 +62 5
V funds › VISA INC ADD 0.1% +0.0% 2.1 6,133 +1,165 5
AOA funds › ISHARES TR TRIM 0.1% -0.0% 2.0 20,982 -1,935 5
SNDK funds › SANDISK CORP TRIM 0.1% +0.1% 2.0 889 -256 3
IVV funds › ISHARES TR TRIM 0.1% -0.0% 2.0 2,674 -182 5
GLD funds › SPDR GOLD TR HOLD 0.1% -0.0% 2.0 5,421 +0 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 1.9 15,057 +136 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.1% +0.0% 1.9 4,631 +566 5
MUB funds › ISHARES TR TRIM 0.1% -0.0% 1.9 17,754 -155 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 1.9 7,424 +427 5
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.1% 1.9 5,512 +3,358 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.1% 1.9 4,293 +430 5
GE funds › GE AEROSPACE ADD 0.1% +0.0% 1.8 4,944 +1,326 5
AGG funds › ISHARES TR TRIM 0.1% -0.0% 1.8 18,638 -2,055 5
AOR funds › ISHARES TR TRIM 0.1% -0.0% 1.8 25,712 -627 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 1.6 1,360 +315 5
KLAC funds › KLA CORP ADD 0.1% +0.0% 1.6 5,251 +4,746 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% +0.0% 1.5 10,503 +2,551 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 1.5 1,441 +48 5
IVW funds › ISHARES TR HOLD 0.1% +0.0% 1.5 11,067 +0 5
KO funds › COCA COLA CO ADD 0.1% -0.0% 1.5 18,567 +879 5
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 1.5 26,624 +1,852 5
VO funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 1.5 18,400 +13,800 5
AMGN funds › AMGEN INC ADD 0.1% +0.0% 1.5 4,043 +495 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 1.4 9,784 -2,685 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.2% 1.4 15,684 -45,233 2
VTEC funds › VANGUARD CALIF TAX FREE FDS ADD 0.1% +0.0% 1.3 12,680 +3,681 3
C funds › CITIGROUP INC ADD 0.1% +0.0% 1.3 8,970 +168 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.1% +0.0% 1.3 2,535 +9 5
WFC funds › WELLS FARGO & CO ADD 0.1% +0.0% 1.2 14,681 +2,903 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% +0.0% 1.2 1,887 -149 4
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.0% 1.2 7,207 -346 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 1.2 1,171 +37 5
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 1.2 6,172 +64 5
IEMG funds › ISHARES INC ADD 0.1% +0.0% 1.1 13,170 +501 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% -0.0% 1.1 5,966 +241 5
DGX funds › QUEST DIAGNOSTICS INC TRIM 0.1% -0.0% 1.1 5,128 -8 2
NEE funds › NEXTERA ENERGY INC ADD 0.1% +0.0% 1.1 12,154 +3,060 5
IVE funds › ISHARES TR HOLD 0.1% -0.0% 1.0 4,525 +0 5
NFLX funds › NETFLIX INC. TRIM 0.1% -0.1% 1.0 14,307 -2,068 5
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO TRIM 0.1% -0.0% 1.0 20,108 -173 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 1.0 8,580 +123 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.1% +0.0% 1.0 2,877 +268 5
ESML funds › ISHARES TR HOLD 0.1% +0.0% 1.0 17,434 +0 5
VB funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.0 3,196 +99 5
MFC funds › MANULIFE FINL CORP ADD 0.1% +0.0% 1.0 23,893 +5,840 3
BA funds › BOEING CO ADD 0.1% -0.0% 1.0 4,429 +205 5
VXUS funds › VANGUARD STAR FDS ADD 0.1% +0.0% 1.0 11,163 +5,566 2
IEFA funds › ISHARES TR ADD 0.1% -0.0% 0.9 9,836 +3 5
REGN funds › REGENERON PHARMACEUTICALS ADD 0.1% -0.0% 0.9 1,513 +16 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.9 3,417 -755 5
GLW funds › CORNING INC ADD 0.1% +0.0% 0.9 3,479 +78 4
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.1% +0.0% 0.9 2,957 +699 2
LIN funds › LINDE PLC ADD 0.1% -0.0% 0.9 1,676 +88 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.1% -0.0% 0.9 7,025 -826 5
IWD funds › ISHARES TR HOLD 0.1% -0.0% 0.9 3,567 +0 5
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 0.8 1,982 +43 5
DHR funds › DANAHER CORP DEL TRIM 0.1% -0.0% 0.8 4,309 -266 5
TJX funds › TJX COS INC NEW TRIM 0.1% -0.0% 0.8 5,371 -105 5
QUAL funds › ISHARES TR HOLD 0.1% -0.0% 0.8 3,699 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.0% +0.0% 0.8 1,586 +347 5
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 0.8 3,916 -167 5
APH funds › AMPHENOL CORP ADD 0.0% +0.0% 0.8 4,276 +164 5
URI funds › UNITED RENTALS INC ADD 0.0% +0.0% 0.7 653 +48 5
IWR funds › ISHARES TR TRIM 0.0% -0.0% 0.7 6,675 -54 5
IFRA funds › ISHARES TR TRIM 0.0% -0.0% 0.7 11,586 -1,668 5
NTRA funds › NATERA INC ADD 0.0% +0.0% 0.7 2,660 +18 5
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.7 2,394 +158 5
IWB funds › ISHARES TR HOLD 0.0% -0.0% 0.7 1,711 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.0% +0.0% 0.7 915 +148 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.7 7,602 -2,142 5
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.7 28,570 -2,658 5
ZM funds › ZOOM COMMUNICATIONS INC NEW 0.0% +0.0% 0.7 7,846 +7,846 1
USB funds › US BANCORP ADD 0.0% +0.0% 0.7 11,087 +7,026 2
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 0.7 6,557 -210 5
RMD funds › RESMED INC ADD 0.0% -0.0% 0.7 3,374 +225 5
INTU funds › INTUIT TRIM 0.0% -0.0% 0.6 2,480 -208 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.0% +0.0% 0.6 9,065 +546 5
CHGX funds › EA SERIES TRUST NEW 0.0% +0.0% 0.6 18,986 +18,986 1
ADI funds › ANALOG DEVICES INC ADD 0.0% +0.0% 0.6 1,561 +57 5
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.6 4,880 +23 5
UNP funds › UNION PAC CORP ADD 0.0% +0.0% 0.6 2,227 +131 5
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.6 2,478 +1,419 2
ANET funds › ARISTA NETWORKS INC ADD 0.0% +0.0% 0.6 3,342 +129 5
APP funds › APPLOVIN CORP ADD 0.0% +0.0% 0.6 1,093 +69 5
PGR funds › PROGRESSIVE CORP ADD 0.0% -0.0% 0.6 2,523 +78 5
BX funds › BLACKSTONE INC ADD 0.0% +0.0% 0.5 4,670 +672 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.5 4,597 +4,022 4
SO funds › SOUTHERN CO ADD 0.0% -0.0% 0.5 5,713 +103 5
VV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.5 1,579 +46 5
CRM funds › SALESFORCE INC ADD 0.0% -0.0% 0.5 3,459 +102 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.0% +0.0% 0.5 1,433 +96 5
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.5 1,684 -7 5
BLK funds › BLACKROCK INC TRIM 0.0% -0.0% 0.5 545 -28 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.0% +0.0% 0.5 1,052 +95 5
T funds › AT&T INC TRIM 0.0% -0.0% 0.5 24,893 -687 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% -0.0% 0.5 1,532 +28 5
DE funds › DEERE & CO ADD 0.0% +0.0% 0.5 781 +64 5
WELL funds › WELLTOWER INC TRIM 0.0% -0.0% 0.5 2,183 -37 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.5 3,641 -338 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.5 5,336 -328 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.5 2,193 +2,193 1
MMM funds › 3M CO ADD 0.0% +0.0% 0.5 3,025 +861 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.5 2,187 +2,187 1
DDOG funds › DATADOG INC NEW 0.0% +0.0% 0.5 1,856 +1,856 1
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 0.5 2,607 +154 5
CB funds › CHUBB LIMITED TRIM 0.0% -0.0% 0.5 1,401 -41 5
IWP funds › ISHARES TR TRIM 0.0% -0.0% 0.5 3,238 -102 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.5 11,126 -619 5
DVY funds › ISHARES TR HOLD 0.0% -0.0% 0.5 3,013 +0 5
CMI funds › CUMMINS INC ADD 0.0% +0.0% 0.5 658 +15 4
AOM funds › ISHARES TR ADD 0.0% -0.0% 0.5 9,408 +32 5
EME funds › EMCOR GROUP INC ADD 0.0% -0.0% 0.5 565 +5 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.5 6,423 -3,591 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.5 2,554 +2,460 5
PH funds › PARKER-HANNIFIN CORP ADD 0.0% -0.0% 0.4 456 +16 5
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 0.4 4,554 +342 5
MDT funds › MEDTRONIC PLC ADD 0.0% -0.0% 0.4 5,559 +845 5
MO funds › ALTRIA GROUP INC ADD 0.0% +0.0% 0.4 5,981 +444 5
LASR funds › NLIGHT INC TRIM 0.0% +0.0% 0.4 6,249 -27 3
PCAR funds › PACCAR INC TRIM 0.0% -0.0% 0.4 3,531 -78 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.4 3,329 +119 5
EQIX funds › EQUINIX INC ADD 0.0% -0.0% 0.4 388 +10 5
FIX funds › COMFORT SYS USA INC TRIM 0.0% +0.0% 0.4 204 -8 2
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 0.4 1,829 -57 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.0% +0.0% 0.4 819 +34 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.4 1,128 -22 5
SPGI funds › S&P GLOBAL INC ADD 0.0% -0.0% 0.4 972 +176 5
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.0% +0.0% 0.4 1,748 +1,748 1
CVS funds › CVS HEALTH CORP ADD 0.0% +0.0% 0.4 3,792 +542 4
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.4 1,947 -32 5
EAOA funds › ISHARES TR ADD 0.0% -0.0% 0.4 8,559 +124 2
LH funds › LABCORP HOLDINGS INC ADD 0.0% -0.0% 0.4 1,376 +12 5
NUHY funds › NUSHARES ETF TR ADD 0.0% -0.0% 0.4 17,854 +6 5
VRT funds › VERTIV HOLDINGS CO ADD 0.0% +0.0% 0.4 1,136 +60 2
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.4 6,462 +36 5
QCLN funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.4 6,020 +6,020 1
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 0.4 1,169 -19 5
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 4,170 +3,493 5
PLD funds › PROLOGIS INC. ADD 0.0% +0.0% 0.4 2,626 +477 4
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 0.4 894 -95 5
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.4 2,305 +2,305 1
O funds › REALTY INCOME CORP TRIM 0.0% -0.0% 0.4 5,688 -98 5
BNY funds › BANK OF NY MELLON CORP ADD 0.0% +0.0% 0.4 2,436 +47 4
DFAT funds › DIMENSIONAL ETF TRUST ADD 0.0% -0.0% 0.4 5,039 +17 2
AMT funds › AMERICAN TOWER CORP TRIM 0.0% -0.0% 0.4 2,123 -174 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.4 1,573 -59 5
NEM funds › NEWMONT CORP ADD 0.0% -0.0% 0.3 3,739 +32 4
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 0.3 889 +889 1
MKSI funds › MKS INC. NEW 0.0% +0.0% 0.3 773 +773 1
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 0.3 477 +17 2
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.3 1,340 +35 2
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 792 +792 1
AKAM funds › AKAMAI TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 2,883 +110 5
HWM funds › HOWMET AEROSPACE INC ADD 0.0% +0.0% 0.3 1,251 +106 4
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.0% -0.0% 0.3 2,113 +0 4
HTH funds › HILLTOP HLDGS INC HOLD 0.0% -0.0% 0.3 8,526 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.3 3,173 -133 5
CL funds › COLGATE PALMOLIVE CO ADD 0.0% -0.0% 0.3 3,585 +173 3
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.3 642 -2 5
DASH funds › DOORDASH INC ADD 0.0% +0.0% 0.3 1,767 +58 5
MCK funds › MCKESSON CORP HOLD 0.0% -0.0% 0.3 430 +0 5
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 0.3 4,375 -159 5
PSX funds › PHILLIPS 66 ADD 0.0% -0.0% 0.3 1,923 +53 4
PNC funds › PNC FINL SVCS GROUP INC ADD 0.0% +0.0% 0.3 1,319 +43 3
NOW funds › SERVICENOW INC TRIM 0.0% -0.0% 0.3 3,257 -427 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.0% -0.0% 0.3 3,452 +379 5
DHI funds › D R HORTON INC ADD 0.0% +0.0% 0.3 1,926 +63 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.3 1,856 -453 5
MPWR funds › MONOLITHIC PWR SYS INC ADD 0.0% +0.0% 0.3 218 +33 2
IDXX funds › IDEXX LABS INC ADD 0.0% -0.0% 0.3 571 +38 5
WAB funds › WABTEC ADD 0.0% -0.0% 0.3 1,114 +18 5
HCA funds › HCA HEALTHCARE INC ADD 0.0% -0.0% 0.3 765 +33 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 10,749 +532 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 0.3 2,010 +122 3
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 0.3 2,031 -33 5
XLY funds › SELECT SECTOR SPDR TR HOLD 0.0% -0.0% 0.3 2,460 +0 5
APO funds › APOLLO GLOBAL MGMT INC ADD 0.0% -0.0% 0.3 2,414 +208 5
OXY funds › OCCIDENTAL PETE CORP ADD 0.0% -0.0% 0.3 5,787 +1,395 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% -0.0% 0.3 2,048 +132 2
VSH funds › VISHAY INTERTECHNOLOGY INC NEW 0.0% +0.0% 0.3 5,145 +5,145 1
FAST funds › FASTENAL CO TRIM 0.0% -0.0% 0.3 5,736 -464 4
KKR funds › KKR & CO INC NEW 0.0% +0.0% 0.3 2,979 +2,979 1
SCHH funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 11,307 +0 5
COHR funds › COHERENT CORP NEW 0.0% +0.0% 0.3 678 +678 1
EBAY funds › EBAY INC. ADD 0.0% +0.0% 0.3 2,392 +165 2
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% -0.0% 0.3 846 +19 4
CSX funds › CSX CORP ADD 0.0% +0.0% 0.3 5,518 +177 2
SNOW funds › SNOWFLAKE INC NEW 0.0% +0.0% 0.3 1,029 +1,029 1
FCX funds › FREEPORT MCMORAN INC ADD 0.0% +0.0% 0.3 4,157 +505 2
ON funds › ON SEMICONDUCTOR CORP NEW 0.0% +0.0% 0.3 2,761 +2,761 1
GM funds › GENERAL MTRS CO TRIM 0.0% -0.0% 0.3 3,365 -129 3
XPO funds › XPO INC ADD 0.0% -0.0% 0.3 1,256 +3 2
SHOP funds › SHOPIFY INC ADD 0.0% -0.0% 0.3 2,253 +109 5
FANG funds › DIAMONDBACK ENERGY INC ADD 0.0% -0.0% 0.3 1,448 +127 2
EFA funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,450 +0 5
AON funds › AON PLC NEW 0.0% +0.0% 0.3 759 +759 1
GRMN funds › GARMIN LTD ADD 0.0% -0.0% 0.3 1,059 +31 2
HOOD funds › ROBINHOOD MKTS INC NEW 0.0% +0.0% 0.2 2,483 +2,483 1
BKR funds › BAKER HUGHES COMPANY ADD 0.0% -0.0% 0.2 4,423 +427 2
EZU funds › ISHARES INC HOLD 0.0% -0.0% 0.2 3,531 +0 5
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.0% +0.0% 0.2 532 +115 5
GWW funds › WW GRAINGER INC NEW 0.0% +0.0% 0.2 179 +179 1
TRV funds › TRAVELERS COMPANIES INC ADD 0.0% -0.0% 0.2 732 +21 2
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.0% +0.0% 0.2 1,074 +1,074 1
NET funds › CLOUDFLARE INC NEW 0.0% +0.0% 0.2 971 +971 1
VLO funds › VALERO ENERGY CORP ADD 0.0% -0.0% 0.2 913 +47 2
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW 0.0% +0.0% 0.2 939 +939 1
KMI funds › KINDER MORGAN INC DEL ADD 0.0% -0.0% 0.2 7,320 +552 2
JBL funds › JABIL INC NEW 0.0% +0.0% 0.2 606 +606 1
CIEN funds › CIENA CORP NEW 0.0% +0.0% 0.2 475 +475 1
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.2 2,486 +2,486 1
MNST funds › MONSTER BEVERAGE CORP NEW NEW 0.0% +0.0% 0.2 2,416 +2,416 1
FICO funds › FAIR ISAAC CORP NEW 0.0% +0.0% 0.2 193 +193 1
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.2 1,422 +1,422 1
STLD funds › STEEL DYNAMICS INC NEW 0.0% +0.0% 0.2 997 +997 1
KR funds › KROGER CO TRIM 0.0% -0.0% 0.2 4,129 -220 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% -0.0% 0.2 842 +1 3
RL funds › RALPH LAUREN CORP NEW 0.0% +0.0% 0.2 563 +563 1
ILMN funds › ILLUMINA INC NEW 0.0% +0.0% 0.2 1,283 +1,283 1
ACGL funds › ARCH CAP GROUP LTD TRIM 0.0% -0.0% 0.2 2,309 -5 3
AJG funds › GALLAGHER ARTHUR J & CO NEW 0.0% +0.0% 0.2 970 +970 1
CUSIP:46137V407 funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 4,700 +4,700 1
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.0% -0.0% 0.2 5,205 +483 5
CFG funds › CITIZENS FINL GROUP INC NEW 0.0% +0.0% 0.2 3,168 +3,168 1
VTV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 1,018 +1,018 1
TDG funds › TRANSDIGM GROUP INC NEW 0.0% +0.0% 0.2 166 +166 1
LHX funds › L3HARRIS TECHNOLOGIES INC TRIM 0.0% -0.0% 0.2 756 -21 3
BP funds › BP PLC HOLD 0.0% -0.0% 0.2 5,878 +0 4
EXPE funds › EXPEDIA GROUP INC NEW 0.0% +0.0% 0.2 846 +846 1
IUSG funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,146 +1,146 1
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.0% -0.0% 0.2 866 -130 5
SNPS funds › SYNOPSYS INC TRIM 0.0% -0.0% 0.2 481 -48 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.2 1,417 -76 5
RCL funds › ROYAL CARIBBEAN GROUP NEW 0.0% +0.0% 0.2 667 +667 1
RF funds › REGIONS FINANCIAL CORP NEW NEW 0.0% +0.0% 0.2 6,930 +6,930 1
F funds › FORD MTR CO ADD 0.0% +0.0% 0.2 15,174 +565 5
CCL funds › CARNIVAL CORP LTD NEW 0.0% +0.0% 0.2 7,364 +7,364 1
A funds › AGILENT TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 1,574 +1,574 1
PAYX funds › PAYCHEX INC NEW 0.0% +0.0% 0.2 2,130 +2,130 1
LFUS funds › LITTELFUSE INC NEW 0.0% +0.0% 0.2 456 +456 1
D funds › DOMINION ENERGY INC NEW 0.0% +0.0% 0.2 3,029 +3,029 1
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 0.2 4,536 +4,536 1
VNQ funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 2,118 +2,118 1
YUM funds › YUM BRANDS INC NEW 0.0% +0.0% 0.2 1,275 +1,275 1
GIS funds › GENERAL MILLS INC NEW 0.0% +0.0% 0.2 5,849 +5,849 1
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.0% -0.0% 0.2 1,525 -31 2
VST funds › VISTRA CORP NEW 0.0% +0.0% 0.2 1,265 +1,265 1
VTRS funds › VIATRIS INC NEW 0.0% +0.0% 0.2 10,364 +10,364 1
FCT funds › FIRST TR SR FLTG RATE INCOME HOLD 0.0% -0.0% 0.1 15,161 +0 5
VRRM funds › VERRA MOBILITY CORP NEW 0.0% +0.0% 0.1 13,838 +13,838 1
OPEN funds › OPENDOOR TECHNOLOGIES INC HOLD 0.0% -0.0% 0.1 12,522 +0 3
NNVC funds › NANOVIRICIDES INC HOLD 0.0% +0.0% 0.0 21,500 +0 5
RC funds › READY CAPITAL CORP NEW 0.0% +0.0% 0.0 16,645 +16,645 1
PROP funds › PRAIRIE OPER CO HOLD 0.0% -0.0% 0.0 25,000 +0 5
TRIB funds › TRINITY BIOTECH INVT LTD HOLD 0.0% -0.0% 0.0 25,666 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -4,346 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.0% 0.0 0 -5,738 0
BNDW funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.0% 0.0 0 -9,844 0
ADBE funds › ADOBE INC EXIT 0.0% -0.0% 0.0 0 -1,327 0
CMF funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -4,879 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.0% 0.0 0 -11,787 0
SJNK funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -16,644 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -1,132 0
CUSIP:89055F103 funds › TOPBUILD COR EXIT 0.0% -0.1% 0.0 0 -2,577 0
MCO funds › MOODYS CORP EXIT 0.0% -0.0% 0.0 0 -508 0
NKE funds › NIKE INC EXIT 0.0% -0.0% 0.0 0 -5,393 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.0% 0.0 0 -383 0
VGIT funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.0% 0.0 0 -8,023 0
VCX funds › FUNDRISE INNOVATION FD LLC EXIT 0.0% -0.1% 0.0 0 -13,426 0
EEM funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -7,942 0
COR funds › CENCORA INC EXIT 0.0% -0.0% 0.0 0 -660 0
BND funds › VANGUARD BD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -6,313 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 1,600 307 0.05 74% 0.116 0.890 in
2026Q1 1,367 270 0.05 74% 0.115 0.888 in
2025Q4 1,379 262 0.10 73% 0.113 0.794 in
2025Q3 1,283 254 0.05 73% 0.101 0.855 in
2025Q2 1,101 255 0.07 70% 0.086 0.833 entered
2025Q1 950 217 0.00 73% 0.091 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