Fund Universe

Klingman & Associates, LLC

CIK 0001662449 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.829
AUM ($M)
2,349
Positions
350
Turnover
0.04
Top-10 wt
53%
Herfindahl
0.048
History (qtrs)
6
Excess Return

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Holdings · 365 positions · portfolio value $2,349M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD 16.9% +0.5% 397.5 530,731 +4,030 5
VTIP funds › VANGUARD MALVERN FDS ADD 5.6% -0.2% 131.2 2,611,590 +186,174 5
IJH funds › ISHARES TR ADD 5.3% +0.2% 123.7 1,604,169 +48,024 5
IEFA funds › ISHARES TR ADD 4.1% -0.0% 96.8 1,002,180 +44,824 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 3.8% +0.1% 88.8 1,245,724 +34,785 5
IJR funds › ISHARES TR ADD 3.8% +0.2% 88.5 596,811 +4,016 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 3.7% +0.1% 85.8 114,856 -459 5
SPYG funds › SPDR SERIES TRUST TRIM 3.3% +0.2% 77.0 646,841 -7,973 5
AAPL funds › APPLE INC TRIM 3.3% -0.0% 76.4 263,977 -5,865 5
SPYV funds › SPDR SERIES TRUST ADD 3.0% -0.1% 71.3 1,173,526 +19 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 2.5% -0.1% 58.8 984,338 -20,038 5
RWL funds › INVESCO EXCH TRADED FD TR II ADD 1.9% +0.1% 45.2 353,559 +24,530 5
IEMG funds › ISHARES INC ADD 1.8% +0.2% 41.5 501,018 +16,929 5
IBDU funds › ISHARES TR ADD 1.6% -0.2% 37.6 1,622,444 +41,766 5
IBDV funds › ISHARES TR ADD 1.6% -0.1% 37.4 1,715,577 +65,214 5
IBDW funds › ISHARES TR ADD 1.6% -0.1% 36.8 1,766,564 +66,766 5
USMV funds › ISHARES TR TRIM 1.5% -0.1% 34.2 354,842 -6,756 5
MDYG funds › SPDR SERIES TRUST TRIM 1.4% -0.1% 33.4 297,555 -26,620 5
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 1.4% +0.0% 33.2 614,153 -3,986 5
IBDT funds › ISHARES TR TRIM 1.4% -0.2% 32.7 1,294,887 -9,498 5
MDYV funds › SPDR SERIES TRUST TRIM 1.4% -0.1% 32.3 340,538 -29,321 5
SLYV funds › SPDR SERIES TRUST TRIM 1.3% +0.0% 30.5 279,909 -1,132 5
IBDX funds › ISHARES TR ADD 1.3% -0.0% 29.6 1,175,446 +93,892 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 1.2% +0.0% 29.2 41,488 -180 5
CFG funds › CITIZENS FINL GROUP INC TRIM 1.2% -0.1% 28.7 409,912 -46,966 5
SDY funds › SPDR SERIES TRUST TRIM 1.2% -0.1% 28.5 187,332 -2,024 5
SLYG funds › SPDR SERIES TRUST TRIM 1.0% +0.1% 24.3 203,898 -208 5
IBDS funds › ISHARES TR TRIM 1.0% -0.2% 23.2 959,571 -25,956 5
DDOG funds › DATADOG INC TRIM 0.7% +0.3% 17.6 67,523 -14,644 5
VTI funds › VANGUARD INDEX FDS ADD 0.7% +0.0% 16.6 44,970 +33 5
AMZN funds › AMAZON COM INC ADD 0.6% +0.0% 14.7 61,796 +3,445 5
MSFT funds › MICROSOFT CORP ADD 0.6% -0.1% 14.1 37,765 +604 5
NVDA funds › NVIDIA CORPORATION ADD 0.6% +0.0% 13.9 69,645 +2,750 5
SCZ funds › ISHARES TR TRIM 0.5% -0.0% 12.8 155,240 -1,530 5
NYF funds › ISHARES TR TRIM 0.5% -0.1% 12.7 236,010 -3,865 5
GOOG funds › ALPHABET INC ADD 0.5% +0.0% 11.2 31,594 +595 5
GOOGL funds › ALPHABET INC ADD 0.4% +0.0% 9.9 27,837 +467 5
IWM funds › ISHARES TR TRIM 0.4% +0.0% 9.3 30,863 -386 5
IWB funds › ISHARES TR TRIM 0.4% +0.0% 8.9 21,719 -315 5
JPM funds › JPMORGAN CHASE & CO ADD 0.4% +0.0% 8.6 26,178 +384 5
VOO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 7.8 11,409 +70 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% +0.0% 7.7 15,430 +1,539 5
SOXX funds › ISHARES TR TRIM 0.3% +0.1% 7.7 11,969 -2,000 5
AMAT funds › APPLIED MATLS INC ADD 0.3% +0.2% 7.6 10,507 +44 5
TDTT funds › FLEXSHARES TR TRIM 0.3% -0.0% 6.3 264,386 -1,633 5
JLL funds › JONES LANG LASALLE INC HOLD 0.3% -0.0% 5.9 19,041 +0 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 5.6 57,654 -635 5
AVGO funds › BROADCOM INC ADD 0.2% +0.0% 5.5 14,435 +523 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.2% -0.1% 5.3 39,028 +99 5
DVY funds › ISHARES TR TRIM 0.2% -0.0% 5.0 32,133 -86 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.2% -0.0% 4.4 17,448 -624 5
DFAT funds › DIMENSIONAL ETF TRUST TRIM 0.2% -0.0% 4.4 62,861 -1,471 5
SPLV funds › INVESCO EXCH TRADED FD TR II HOLD 0.2% -0.0% 4.1 55,186 +0 5
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 0.2% -0.0% 4.0 47,724 +127 5
META funds › META PLATFORMS INC ADD 0.2% -0.0% 4.0 7,055 +353 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 3.8 7,493 -278 5
CROX funds › CROCS INC ADD 0.2% +0.0% 3.8 31,670 +1,580 5
GE funds › GE AEROSPACE ADD 0.2% +0.0% 3.7 9,785 +203 5
IWF funds › ISHARES TR ADD 0.2% +0.0% 3.6 28,958 +21,721 5
DFIV funds › DIMENSIONAL ETF TRUST TRIM 0.2% -0.0% 3.6 66,339 -118 5
TSLA funds › TESLA INC ADD 0.1% +0.0% 3.5 8,221 +143 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 3.3 13,168 +48 5
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 3.3 2,869 +288 4
EFA funds › ISHARES TR ADD 0.1% -0.0% 3.3 31,571 +468 5
LAMR funds › LAMAR ADVERTISING CO TRIM 0.1% +0.0% 3.2 20,373 -51 5
IWN funds › ISHARES TR HOLD 0.1% +0.0% 3.2 14,297 +0 5
VB funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 3.2 10,421 -42 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.0% 3.1 3,349 -69 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 3.1 2,885 +83 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 3.1 2,608 +61 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 3.1 35,413 +28,947 5
V funds › VISA INC TRIM 0.1% -0.0% 3.0 8,812 -320 5
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% -0.0% 2.9 13,603 +0 5
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 2.9 2,410 +99 5
IXUS funds › ISHARES TR TRIM 0.1% -0.0% 2.8 29,484 -435 5
HDV funds › ISHARES TR ADD 0.1% -0.0% 2.8 100,967 +80,742 5
C funds › CITIGROUP INC ADD 0.1% +0.0% 2.7 19,135 +151 5
INTC funds › INTEL CORP ADD 0.1% +0.1% 2.6 18,726 +1,239 5
VTV funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 2.6 11,875 -1 5
OEF funds › ISHARES TR TRIM 0.1% -0.0% 2.5 6,882 -262 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.1% +0.1% 2.5 4,245 +305 5
JPST funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 2.4 47,808 +0 5
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 2.3 15,154 +13 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 2.2 15,323 -228 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 2.2 3,030 +88 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 2.1 6,068 -134 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 2.1 14,244 -420 5
GLW funds › CORNING INC ADD 0.1% +0.0% 2.1 8,068 +96 5
IBDY funds › ISHARES TR NEW 0.1% +0.1% 2.0 78,833 +78,833 1
WMT funds › WALMART INC ADD 0.1% -0.0% 2.0 17,466 +798 5
IVOO funds › VANGUARD ADMIRAL FDS INC TRIM 0.1% +0.0% 1.9 14,753 -125 5
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 1.9 16,227 +487 5
VBR funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 1.9 7,832 -6 5
EFAV funds › ISHARES TR TRIM 0.1% -0.0% 1.9 21,671 -870 5
RWK funds › INVESCO EXCH TRADED FD TR II TRIM 0.1% +0.0% 1.9 12,934 -20 5
DFUV funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 1.8 32,214 +671 3
RJF funds › RAYMOND JAMES FINL INC TRIM 0.1% -0.0% 1.7 11,468 -775 5
ITOT funds › ISHARES TR TRIM 0.1% +0.0% 1.7 10,267 -213 5
RWJ funds › INVESCO EXCH TRADED FD TR II HOLD 0.1% +0.0% 1.7 28,269 +0 5
UBSI funds › UNITED BANKSHARES INC WEST V ADD 0.1% +0.0% 1.6 35,398 +4,546 5
VBK funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 1.6 4,424 -55 5
BX funds › BLACKSTONE INC ADD 0.1% -0.0% 1.6 13,588 +226 5
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 1.6 18,203 +199 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.0% 1.6 3,302 +90 5
KO funds › COCA COLA CO TRIM 0.1% -0.0% 1.6 19,130 -2,042 5
LOW funds › LOWES COS INC ADD 0.1% +0.0% 1.5 6,968 +3,595 5
VIOO funds › VANGUARD ADMIRAL FDS INC HOLD 0.1% +0.0% 1.5 10,986 +0 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 1.5 1,494 +40 5
DE funds › DEERE & CO ADD 0.1% +0.0% 1.5 2,373 +34 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.1% -0.0% 1.5 6,689 +13 5
IWR funds › ISHARES TR TRIM 0.1% -0.0% 1.5 13,466 -309 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.1% -0.0% 1.5 9,264 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 1.4 4,962 +87 5
TXN funds › TEXAS INSTRS INC ADD 0.1% +0.0% 1.4 4,677 +59 5
EEM funds › ISHARES TR TRIM 0.1% +0.0% 1.4 20,354 -61 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.0% 1.4 3,152 +253 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 1.4 5,012 -406 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 1.3 10,463 +166 5
ASML funds › ASML HLDG NV ADD 0.1% +0.0% 1.3 671 +71 5
HUBB funds › HUBBELL INC ADD 0.1% -0.0% 1.3 2,541 +12 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 1.3 47,052 -1,289 5
NEAR funds › ISHARES U S ETF TR TRIM 0.1% -0.0% 1.3 25,590 -14,823 5
JFLX funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 1.3 25,367 -346 4
MS funds › MORGAN STANLEY TRIM 0.1% +0.0% 1.3 6,070 -709 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 1.2 6,530 +1,392 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 1.2 6,554 +229 5
CVX funds › CHEVRON CORPORATION ADD 0.0% -0.0% 1.2 7,002 +334 5
IAU funds › ISHARES GOLD TR TRIM 0.0% -0.0% 1.1 15,015 -593 5
BAC funds › BANK OF AMER CORP ADD 0.0% +0.0% 1.1 19,566 +1,074 5
DFIP funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 1.1 26,685 +0 5
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 1.1 5,716 +2 5
GLD funds › SPDR GOLD TR HOLD 0.0% -0.0% 1.1 2,919 +0 5
KLAC funds › KLA CORP ADD 0.0% +0.0% 1.1 3,516 +3,175 5
MINT funds › PIMCO ETF TR TRIM 0.0% -0.1% 1.1 10,500 -10,000 5
AVUV funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 1.0 8,332 +23 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.0% -0.0% 1.0 4,372 -692 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 1.0 11,281 -883 5
DIS funds › DISNEY WALT CO ADD 0.0% +0.0% 1.0 10,162 +3,585 5
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 1.0 13,652 -3,292 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 1.0 1,899 +11 5
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.0% -0.0% 1.0 10,461 -1,287 5
CSX funds › CSX CORP ADD 0.0% +0.0% 1.0 20,217 +115 5
DFUS funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 1.0 11,724 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 1.0 1,896 -48 5
SNDK funds › SANDISK CORP ADD 0.0% +0.0% 0.9 411 +49 2
AXP funds › AMERICAN EXPRESS CO ADD 0.0% +0.0% 0.9 2,760 +65 5
SMH funds › VANECK ETF TRUST ADD 0.0% +0.0% 0.9 1,398 +353 5
PDN funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.9 20,326 -1,016 5
EFG funds › ISHARES TR TRIM 0.0% -0.0% 0.9 7,325 -58 3
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.9 30,778 +0 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.0% +0.0% 0.9 2,647 +120 5
COMP funds › COMPASS INC TRIM 0.0% +0.0% 0.9 70,439 -12 5
VXUS funds › VANGUARD STAR FDS ADD 0.0% +0.0% 0.9 10,067 +339 5
ROST funds › ROSS STORES INC ADD 0.0% -0.0% 0.9 4,016 +50 5
EMR funds › EMERSON ELEC CO ADD 0.0% -0.0% 0.9 5,970 +133 5
URI funds › UNITED RENTALS INC ADD 0.0% +0.0% 0.8 745 +54 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.8 2,021 +155 5
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.8 1,617 +38 5
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 0.8 871 +9 5
MO funds › ALTRIA GROUP INC ADD 0.0% -0.0% 0.8 11,624 +273 5
CMI funds › CUMMINS INC ADD 0.0% +0.0% 0.8 1,164 +10 5
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.8 9,992 -512 5
CPNG funds › COUPANG INC TRIM 0.0% -0.0% 0.8 46,663 -317 5
FFIV funds › F5 INC ADD 0.0% +0.0% 0.8 1,931 +6 5
JMST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.3% 0.8 15,293 -106,481 5
AMGN funds › AMGEN INC ADD 0.0% -0.0% 0.8 2,140 +43 5
ED funds › CONSOLIDATED EDISON INC ADD 0.0% -0.0% 0.7 6,711 +99 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.7 7,948 -469 5
TFC funds › TRUIST FINL CORP ADD 0.0% +0.0% 0.7 14,520 +629 5
SCHC funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.7 14,799 +13 3
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.7 4,523 +230 5
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.7 28,237 -213 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% +0.0% 0.7 1,665 +457 5
PGR funds › PROGRESSIVE CORP ADD 0.0% +0.0% 0.7 2,998 +61 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.7 3,671 +3,520 5
HSY funds › HERSHEY CO ADD 0.0% -0.0% 0.7 3,713 +2 5
VRA funds › VERA BRADLEY INC ADD 0.0% +0.0% 0.6 160,064 +53,342 5
WDC funds › WESTERN DIGITAL CORP ADD 0.0% +0.0% 0.6 972 +26 2
SHY funds › ISHARES TR TRIM 0.0% -0.1% 0.6 7,438 -12,841 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.0% +0.0% 0.6 631 +24 2
IWD funds › ISHARES TR TRIM 0.0% -0.0% 0.6 2,504 -129 5
IDEV funds › ISHARES TR HOLD 0.0% -0.0% 0.6 6,749 +0 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.0% -0.0% 0.6 2,046 +5 5
PH funds › PARKER-HANNIFIN CORP ADD 0.0% +0.0% 0.6 598 +17 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.6 10,968 +1,120 4
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% -0.0% 0.6 1,851 +15 5
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 0.6 3,134 +600 5
ECL funds › ECOLAB INC ADD 0.0% +0.0% 0.6 2,062 +193 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.6 4,735 +4,273 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.0% -0.0% 0.6 2,074 -33 5
VSS funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.6 3,583 +0 5
FRA funds › BLACKROCK FLOATING RATE INCO ADD 0.0% -0.0% 0.5 49,642 +1,632 5
ADI funds › ANALOG DEVICES INC ADD 0.0% +0.0% 0.5 1,372 +23 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% -0.0% 0.5 1,643 +20 5
VGSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.5 9,273 +0 5
IVE funds › ISHARES TR TRIM 0.0% -0.0% 0.5 2,363 -450 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 0.5 4,500 +31 5
DHR funds › DANAHER CORP DEL ADD 0.0% +0.0% 0.5 2,740 +398 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.0% -0.0% 0.5 12,193 +253 5
IVW funds › ISHARES TR HOLD 0.0% +0.0% 0.5 3,671 +0 5
IWO funds › ISHARES TR HOLD 0.0% +0.0% 0.5 1,280 +0 5
DTCR funds › GLOBAL X FDS HOLD 0.0% +0.0% 0.5 16,414 +0 5
DGRW funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.5 5,129 +0 5
AOA funds › ISHARES TR HOLD 0.0% -0.0% 0.5 5,013 +0 5
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.5 16,862 +0 5
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 0.5 5,015 -58 5
WSM funds › WILLIAMS SONOMA INC TRIM 0.0% +0.0% 0.5 2,057 -10 5
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.5 4,692 +103 5
IOO funds › ISHARES TR HOLD 0.0% +0.0% 0.5 3,475 +0 4
VSAT funds › VIASAT INC NEW 0.0% +0.0% 0.5 5,271 +5,271 1
CB funds › CHUBB LIMITED ADD 0.0% -0.0% 0.5 1,385 +18 5
QUAL funds › ISHARES TR TRIM 0.0% -0.0% 0.5 2,114 -321 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.5 13,634 -747 5
T funds › AT&T INC TRIM 0.0% -0.0% 0.5 21,808 -355 5
IBDR funds › ISHARES TR HOLD 0.0% -0.0% 0.4 18,406 +0 5
VOE funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.4 2,165 -45 5
LNT funds › ALLIANT ENERGY CORP ADD 0.0% -0.0% 0.4 5,559 +34 5
FBRT funds › FRANKLIN BSP RLTY TR INC ADD 0.0% +0.0% 0.4 52,022 +10,313 5
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 0.4 1,340 -232 5
CTVA funds › CORTEVA INC ADD 0.0% -0.0% 0.4 4,981 +67 5
SUSA funds › ISHARES TR HOLD 0.0% +0.0% 0.4 2,719 +0 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.4 3,081 -6 5
COF funds › CAPITAL ONE FINL CORP ADD 0.0% +0.0% 0.4 2,067 +115 5
PFF funds › ISHARES TR TRIM 0.0% -0.0% 0.4 13,350 -663 5
J funds › JACOBS SOLUTIONS INC TRIM 0.0% -0.0% 0.4 3,227 -52 5
VDE funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.4 2,707 -2,000 4
PSX funds › PHILLIPS 66 ADD 0.0% -0.0% 0.4 2,395 +43 4
VRP funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.4 16,594 +0 5
ETSY funds › ETSY INC TRIM 0.0% -0.0% 0.4 5,305 -4,068 2
ARES funds › ARES MANAGEMENT CORPORATION ADD 0.0% -0.0% 0.4 3,588 +154 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.0% -0.0% 0.4 1,354 +40 5
CL funds › COLGATE PALMOLIVE CO ADD 0.0% -0.0% 0.4 4,234 +116 5
VOT funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.4 1,248 -15 5
Q funds › QNITY ELECTRONICS INC ADD 0.0% +0.0% 0.4 2,333 +39 2
XLP funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.4 4,580 -367 4
APH funds › AMPHENOL CORP ADD 0.0% +0.0% 0.4 2,156 +127 3
NOW funds › SERVICENOW INC ADD 0.0% -0.0% 0.4 3,828 +48 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.4 870 +870 1
CACC funds › CREDIT ACCEP CORP MICH ADD 0.0% +0.0% 0.4 587 +4 5
IYW funds › ISHARES TR TRIM 0.0% +0.0% 0.4 1,476 -125 5
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.4 1,322 -344 5
GBDC funds › GOLUB CAP BDC INC HOLD 0.0% -0.0% 0.4 27,788 +0 5
HSBC funds › HSBC HLDGS PLC ADD 0.0% +0.0% 0.4 3,740 +423 3
ANET funds › ARISTA NETWORKS INC ADD 0.0% +0.0% 0.3 2,059 +96 4
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.3 986 +37 5
FAST funds › FASTENAL CO ADD 0.0% -0.0% 0.3 7,262 +41 5
COP funds › CONOCOPHILLIPS ADD 0.0% -0.0% 0.3 3,341 +120 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.3 4,789 -160 5
IBMR funds › ISHARES TR TRIM 0.0% -0.0% 0.3 13,490 -1,575 5
MMM funds › 3M CO ADD 0.0% +0.0% 0.3 2,112 +29 4
CGMS funds › CAPITAL GRP FIXED INCM ETF T HOLD 0.0% -0.0% 0.3 12,381 +0 5
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.3 2,664 +19 4
EME funds › EMCOR GROUP INC TRIM 0.0% -0.0% 0.3 403 -38 5
AZN funds › ASTRAZENECA PLC ADD 0.0% -0.0% 0.3 1,731 +157 2
SHEL funds › SHELL PLC ADD 0.0% -0.0% 0.3 4,231 +297 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.3 1,464 +1,464 1
VDC funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.3 1,450 -7 4
FNDC funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 6,684 +0 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.3 1,468 +1,468 1
SCHV funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.3 9,045 -742 5
ESGU funds › ISHARES TR ADD 0.0% +0.0% 0.3 1,922 +96 5
DGRO funds › ISHARES TR HOLD 0.0% -0.0% 0.3 4,100 +0 5
DEM funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.3 5,749 +0 5
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 0.3 715 +52 2
VO funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.3 3,747 +2,810 5
STLD funds › STEEL DYNAMICS INC ADD 0.0% +0.0% 0.3 1,314 +13 2
BA funds › BOEING CO TRIM 0.0% -0.0% 0.3 1,390 -88 5
KKR funds › KKR & CO INC ADD 0.0% -0.0% 0.3 3,252 +169 5
IGM funds › ISHARES TR ADD 0.0% +0.0% 0.3 1,821 +21 5
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.3 1,897 -437 5
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.0% +0.0% 0.3 783 +783 1
BHP funds › BHP BILLITON LIMITED ADD 0.0% +0.0% 0.3 3,525 +376 2
SPGI funds › S&P GLOBAL INC NEW 0.0% +0.0% 0.3 761 +761 1
EQR funds › EQUITY RESIDENTIAL ADD 0.0% +0.0% 0.3 4,273 +31 5
DB funds › DEUTSCHE BK AG NEW 0.0% +0.0% 0.3 8,547 +8,547 1
SCHD funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 9,074 +0 5
IUSV funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,607 +0 5
WMB funds › WILLIAMS COS INC ADD 0.0% -0.0% 0.3 3,822 +79 3
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.3 2,237 +53 4
DTD funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.3 3,000 +0 4
IBMP funds › ISHARES TR TRIM 0.0% -0.0% 0.3 10,960 -544 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.0% +0.0% 0.3 1,129 +44 4
KMI funds › KINDER MORGAN INC DEL ADD 0.0% -0.0% 0.3 8,650 +152 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.0% -0.0% 0.3 594 -22 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.0% +0.0% 0.3 547 +18 3
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.3 860 -8 3
UL funds › UNILEVER PLC ADD 0.0% -0.0% 0.3 4,460 +169 3
ACN funds › ACCENTURE PLC IRELAND ADD 0.0% -0.0% 0.3 2,128 +451 5
BNL funds › BROADSTONE NET LEASE INC ADD 0.0% +0.0% 0.3 12,731 +83 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 0.3 1,799 +84 3
APP funds › APPLOVIN CORP NEW 0.0% +0.0% 0.3 509 +509 1
VV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.3 753 -22 5
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.3 1,010 +36 2
ASST funds › STRIVE INC TRIM 0.0% -0.0% 0.3 23,469 -50,297 2
BXSL funds › BLACKSTONE SECD LENDING FD ADD 0.0% -0.0% 0.3 10,723 +13 5
MCO funds › MOODYS CORP ADD 0.0% -0.0% 0.3 561 +34 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% -0.0% 0.3 2,343 +1 2
CUSIP:75524B104 funds › RBC BEARINGS INC TRIM 0.0% +0.0% 0.3 391 -14 2
FNDX funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.2 7,999 +0 4
AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD 0.0% -0.0% 0.2 4,640 +0 3
CIEN funds › CIENA CORP NEW 0.0% +0.0% 0.2 503 +503 1
IBMQ funds › ISHARES TR TRIM 0.0% -0.0% 0.2 9,620 -2,972 5
MPWR funds › MONOLITHIC PWR SYS INC NEW 0.0% +0.0% 0.2 178 +178 1
PAYX funds › PAYCHEX INC NEW 0.0% +0.0% 0.2 2,497 +2,497 1
TT funds › TRANE TECHNOLOGIES PLC NEW 0.0% +0.0% 0.2 499 +499 1
WELL funds › WELLTOWER INC NEW 0.0% +0.0% 0.2 1,076 +1,076 1
TPR funds › TAPESTRY INC ADD 0.0% -0.0% 0.2 1,663 +3 4
CVS funds › CVS HEALTH CORP TRIM 0.0% -0.0% 0.2 2,331 -1,345 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.2 4,166 +52 3
YUM funds › YUM BRANDS INC ADD 0.0% -0.0% 0.2 1,499 +18 4
REGN funds › REGENERON PHARMACEUTICALS TRIM 0.0% -0.0% 0.2 384 -7 3
CPT funds › CAMDEN PPTY TR TRIM 0.0% +0.0% 0.2 2,082 -14 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.2 1,421 -241 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.2 800 +800 1
VT funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.2 1,488 -35 4
NVO funds › NOVO-NORDISK A S NEW 0.0% +0.0% 0.2 4,785 +4,785 1
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 0.2 691 +691 1
INDA funds › ISHARES TR NEW 0.0% +0.0% 0.2 4,616 +4,616 1
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 0.2 262 +262 1
GBX funds › GREENBRIER COS INC TRIM 0.0% -0.0% 0.2 4,566 -73 5
GSLC funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.2 1,571 +1,571 1
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.0% -0.0% 0.2 6,058 +0 2
WAB funds › WABTEC ADD 0.0% -0.0% 0.2 824 +11 2
JBL funds › JABIL INC NEW 0.0% +0.0% 0.2 574 +574 1
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.2 432 -18 5
VLUE funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,097 +1,097 1
UBS funds › UBS GROUP AG NEW 0.0% +0.0% 0.2 4,393 +4,393 1
MLPX funds › GLOBAL X FDS ADD 0.0% -0.0% 0.2 2,917 +13 2
TGT funds › TARGET CORP NEW 0.0% +0.0% 0.2 1,634 +1,634 1
TM funds › TOYOTA MOTOR CORP TRIM 0.0% -0.0% 0.2 1,265 -90 4
USB funds › US BANCORP NEW 0.0% +0.0% 0.2 3,508 +3,508 1
VNQI funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.2 4,720 +0 3
WTS funds › WATTS WATER TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 540 +540 1
ICF funds › ISHARES TR NEW 0.0% +0.0% 0.2 3,120 +3,120 1
GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM 0.0% -0.0% 0.2 3,285 -700 5
CNP funds › CENTERPOINT ENERGY INC ADD 0.0% -0.0% 0.2 4,772 +73 2
AEP funds › AMERICAN ELEC PWR CO INC NEW 0.0% +0.0% 0.2 1,530 +1,530 1
TSN funds › TYSON FOODS INC ADD 0.0% -0.0% 0.2 3,652 +213 3
AMT funds › AMERICAN TOWER CORP ADD 0.0% -0.0% 0.2 1,275 +73 2
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.2 1,351 +1,351 1
TTE funds › TOTALENERGIES SE ADD 0.0% -0.0% 0.2 2,623 +238 2
GOLF funds › ACUSHNET HLDGS CORP NEW 0.0% +0.0% 0.2 1,719 +1,719 1
NEU funds › NEWMARKET CORP NEW 0.0% +0.0% 0.2 257 +257 1
SMFG funds › SUMITOMO MITSUI FIN GRP INC NEW 0.0% +0.0% 0.2 8,566 +8,566 1
APA funds › APA CORPORATION ADD 0.0% -0.0% 0.2 6,198 +169 2
SAN funds › BANCO SANTANDER SA ADD 0.0% +0.0% 0.2 13,446 +1,851 3
F funds › FORD MTR CO ADD 0.0% +0.0% 0.1 10,505 +257 5
MFG funds › MIZUHO FINANCIAL GROUP INC ADD 0.0% +0.0% 0.1 15,229 +1,092 3
LYG funds › LLOYDS BANKING GROUP PLC ADD 0.0% +0.0% 0.1 13,281 +1,949 4
WIT funds › WIPRO LTD NEW 0.0% +0.0% 0.0 14,514 +14,514 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -2,941 0
POST funds › POST HLDGS INC EXIT 0.0% -0.0% 0.0 0 -4,673 0
BRLT funds › BRILLIANT EARTH GROUP INC EXIT 0.0% -0.0% 0.0 0 -148,273 0
PJT funds › PJT PARTNERS INC EXIT 0.0% -0.1% 0.0 0 -14,233 0
MCK funds › MCKESSON CORP EXIT 0.0% -0.0% 0.0 0 -291 0
CMCSA funds › COMCAST CORP NEW EXIT 0.0% -0.0% 0.0 0 -8,524 0
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.0% 0.0 0 -1 0
INTU funds › INTUIT EXIT 0.0% -0.0% 0.0 0 -669 0
CRWD funds › CROWDSTRIKE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -584 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.0% 0.0 0 -6,723 0
IBMV funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -45,332 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.0% 0.0 0 -1,910 0
EFV funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -3,157 0
MDT funds › MEDTRONIC PLC EXIT 0.0% -0.0% 0.0 0 -2,420 0
WM funds › WASTE MGMT INC DEL EXIT 0.0% -0.0% 0.0 0 -872 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 2,349 350 0.04 53% 0.048 0.826 in
2026Q1 2,089 332 0.04 52% 0.047 0.814 in
2025Q4 2,073 326 0.03 52% 0.047 0.794 in
2025Q3 1,982 319 0.03 51% 0.047 0.790 in
2025Q2 1,814 314 0.05 51% 0.048 0.786 entered
2025Q1 1,633 263 0.00 52% 0.051 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