Fund Universe

Matisse Capital

CIK 0001668256 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.148
AUM ($M)
250
Positions
158
Turnover
0.14
Top-10 wt
29%
Herfindahl
0.015
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 179 positions · portfolio value $250M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 4.2% +0.3% 10.4 35,994 -29 5
DGRO funds › ISHARES TR ADD 3.4% +0.0% 8.5 111,661 +54 5
LRCX funds › LAM RESEARCH CORP TRIM 3.1% +1.4% 7.9 18,130 -1,000 5
PCQ funds › PIMCO CALIF MUN INCOME FD TRIM 3.0% -0.1% 7.6 848,717 -17,696 5
ASND funds › ASCENDIS PHARMA A/S NEW 3.0% +3.0% 7.5 28,107 +28,107 1
TWN funds › TAIWAN FD INC TRIM 2.7% +0.3% 6.7 69,437 -14,563 5
FSCO funds › FS CREDIT OPPORTUNITIES CORP ADD 2.5% +0.0% 6.2 1,245,000 +111,000 3
KF funds › KOREA FD INC HOLD 2.5% +0.9% 6.2 82,265 +0 5
XFLT funds › XAI FLOATING RATE & ALTER IN ADD 2.4% -0.1% 6.1 346,096 +2,000 2
FSSL funds › FS SPECIALTY LENDING FD ADD 2.3% -0.1% 5.8 519,000 +66,800 2
MSFT funds › MICROSOFT CORP TRIM 2.0% -0.2% 5.1 13,588 -770 5
NXDT funds › NEXPOINT DIVERSIFIED REL ET ADD 1.9% +0.1% 4.8 923,630 +19,790 5
GOOGL funds › ALPHABET INC HOLD 1.9% +0.3% 4.6 12,975 +0 5
HFRO funds › HIGHLAND OPPS & INCOME FD HOLD 1.8% +0.3% 4.4 617,000 +0 5
PNI funds › PIMCO NEW YORK MUN FD II HOLD 1.8% -0.1% 4.4 618,726 +0 2
RGT funds › ROYCE GLOBAL TRUST INC HOLD 1.7% -0.0% 4.1 291,000 +0 5
STEW funds › SRH TOTAL RETURN FUND INC ADD 1.6% +0.0% 4.0 226,000 +10,000 5
HGLB funds › HIGHLAND GLOBAL ALLOCATION F ADD 1.6% +0.1% 3.9 525,000 +82,000 5
BPRE funds › BLUEROCK PVT REAL ESTATE FD ADD 1.6% -0.2% 3.9 300,000 +54,000 3
TDF funds › TEMPLETON DRAGON FD INC TRIM 1.5% -0.1% 3.7 341,875 -125 5
CUSIP:870875101 funds › TOTAL RETURN SECURITIES FUND ADD 1.4% +0.4% 3.6 609,000 +201,731 4
VBK funds › VANGUARD INDEX FDS HOLD 1.4% +0.2% 3.5 9,554 +0 5
CUSIP:155123102 funds › CENTRAL SECS CORP HOLD 1.4% -0.0% 3.4 65,000 +0 5
CUSIP:25065A502 funds › DESTRA MULTI-ALTERNATIVE FD ADD 1.4% -0.1% 3.4 455,000 +43,000 5
MXE funds › MEXICO EQUITY & INCOME FD HOLD 1.2% -0.1% 3.1 237,827 +0 5
GEV funds › GE VERNOVA INC HOLD 1.2% +0.3% 3.1 2,613 +0 4
AMZN funds › AMAZON COM INC HOLD 1.1% +0.1% 2.7 11,305 +0 5
VBR funds › VANGUARD INDEX FDS HOLD 1.0% +0.0% 2.6 10,652 +0 5
MXF funds › MEXICO FD INC TRIM 0.9% -0.9% 2.3 105,493 -99,507 5
BIV funds › VANGUARD BD INDEX FDS TRIM 0.9% -0.2% 2.2 28,954 -3,232 5
GLO funds › CLOUGH GLOBAL OPPORTUNITIES TRIM 0.9% -0.2% 2.2 356,008 -100,539 5
NBXG funds › NEUBERGER NEXT GENERATION HOLD 0.9% +0.1% 2.1 129,790 +0 5
CUSIP:617468103 funds › MORGAN STANLEY CHINA A SH FD TRIM 0.8% -0.5% 2.1 98,526 -79,574 5
EEA funds › EUROPEAN EQUITY FD INC HOLD 0.8% +0.0% 2.1 188,070 +0 5
GOOG funds › ALPHABET INC TRIM 0.8% +0.1% 2.1 5,840 -300 3
WIW funds › WESTERN AST INFL LKD OPP & I HOLD 0.8% -0.1% 1.9 230,000 +0 5
JFR funds › NUVEEN FLOATING RATE INCOME HOLD 0.8% -0.0% 1.9 250,000 +0 2
VVR funds › INVESCO SR INCOME TR ADD 0.7% -0.1% 1.9 620,000 +20,000 3
BGX funds › BLACKSTONE LONG SHORT CR INC HOLD 0.7% -0.1% 1.8 170,000 +0 2
JQC funds › NUVEEN CR STRATEGIES INCOME ADD 0.7% +0.1% 1.8 380,000 +65,531 3
EVF funds › EATON VANCE SR INCOME TR ADD 0.7% +0.7% 1.8 370,000 +342,473 2
NVDA funds › NVIDIA CORPORATION ADD 0.7% +0.1% 1.8 9,190 +452 5
CUSIP:24610T108 funds › ABRDN NATL MUN INCOME FD HOLD 0.7% -0.0% 1.8 174,693 +0 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.7% -0.0% 1.8 3,558 +78 5
META funds › META PLATFORMS INC HOLD 0.7% -0.1% 1.8 3,147 +0 5
DISV funds › DIMENSIONAL ETF TRUST HOLD 0.7% -0.0% 1.8 44,100 +0 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD 0.7% +0.2% 1.7 3,635 +0 5
DFEV funds › DIMENSIONAL ETF TRUST HOLD 0.7% +0.1% 1.7 39,760 +0 5
ETN funds › EATON CORP PLC HOLD 0.7% +0.1% 1.7 3,959 +0 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.6% +0.0% 1.6 28,323 +2,880 4
CUSIP:18913Y103 funds › CLOUGH GLOBAL DIVID & INCOME HOLD 0.6% +0.0% 1.6 240,785 +0 5
JPM funds › JPMORGAN CHASE & CO ADD 0.6% +0.0% 1.6 4,839 +2 5
EEM funds › ISHARES TR HOLD 0.6% +0.1% 1.6 22,990 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.6% -0.2% 1.4 10,564 +90 5
JCI funds › JOHNSON CONTROLS INTERNATION HOLD 0.6% +0.0% 1.4 9,705 +0 5
SFM funds › SPROUTS FMRS MKT INC ADD 0.6% +0.0% 1.4 16,442 +300 5
EMB funds › ISHARES TR ADD 0.6% -0.0% 1.4 14,361 +6 5
ADI funds › ANALOG DEVICES INC HOLD 0.5% +0.1% 1.4 3,406 +0 5
NTAP funds › NETAPP INC HOLD 0.5% +0.2% 1.3 8,699 +0 5
INTC funds › INTEL CORP TRIM 0.5% +0.3% 1.3 9,524 -1,493 5
NBH funds › NEUBERGER MUN FD INC TRIM 0.5% -0.1% 1.3 123,161 -12,739 5
DHY funds › CREDIT SUISSE HIGH YIELD CRE NEW 0.5% +0.5% 1.3 728,498 +728,498 1
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.5% -0.0% 1.3 1,369 +96 5
BE funds › BLOOM ENERGY CORP ADD 0.5% +0.4% 1.3 4,200 +1,500 2
THNQ funds › EXCHANGE TRADED CONCEPTS TRU ADD 0.5% +0.2% 1.2 13,427 +1,395 4
FMN funds › FEDERATED HERMES PREM MUNI I TRIM 0.5% -0.1% 1.2 105,041 -23,774 5
WMT funds › WALMART INC HOLD 0.5% -0.1% 1.2 10,628 +0 5
BWG funds › BRANDYWINEGBL GBL INCM OPP F HOLD 0.5% -0.0% 1.2 145,866 +0 5
MINV funds › MATTHEWS ASIA FDS ADD 0.4% +0.2% 1.1 18,505 +4,058 5
EFR funds › EATON VANCE SR FLTNG RTE TR NEW 0.4% +0.4% 1.1 100,012 +100,012 1
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.4% +0.1% 1.1 58,563 +12,336 2
ARTY funds › ISHARES TR ADD 0.4% +0.2% 0.9 12,059 +3,281 5
BLK funds › BLACKROCK INC HOLD 0.4% -0.0% 0.9 940 +0 5
ACM funds › AECOM HOLD 0.4% -0.1% 0.9 12,611 +0 5
FDX funds › FEDEX CORP HOLD 0.4% -0.1% 0.9 2,800 +0 5
QCOM funds › QUALCOMM INC HOLD 0.3% +0.1% 0.9 4,727 +0 5
MUC funds › BLACKROCK MUNIHLDNGS CALI TRIM 0.3% -0.0% 0.9 78,518 -82 5
IDEV funds › ISHARES TR HOLD 0.3% -0.0% 0.9 9,632 +0 5
DE funds › DEERE & CO HOLD 0.3% +0.0% 0.8 1,279 +0 5
VEA funds › VANGUARD TAX-MANAGED FDS HOLD 0.3% +0.0% 0.8 11,228 +0 5
VOO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 0.8 1,149 +1 5
NKE funds › NIKE INC ADD 0.3% -0.1% 0.8 19,058 +400 5
DGS funds › WISDOMTREE TR HOLD 0.3% +0.0% 0.7 11,518 +0 5
VFH funds › VANGUARD WORLD FD HOLD 0.3% +0.0% 0.7 5,611 +0 5
BSV funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 0.7 8,823 +10 4
IONQ funds › IONQ INC ADD 0.3% +0.1% 0.7 12,645 +150 4
QTUM funds › ETF SER SOLUTIONS HOLD 0.3% +0.1% 0.7 4,042 +0 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.3% +0.0% 0.7 882 -1 5
MA funds › MASTERCARD INCORPORATED TRIM 0.3% -0.0% 0.7 1,277 -70 5
EMLC funds › VANECK ETF TRUST HOLD 0.3% -0.0% 0.6 24,900 +0 5
HD funds › HOME DEPOT INC ADD 0.2% +0.0% 0.6 1,702 +100 5
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.2% +0.2% 0.6 1,550 +1,550 1
LMT funds › LOCKHEED MARTIN CORP HOLD 0.2% -0.1% 0.6 1,139 +0 5
ASML funds › ASML HLDG NV HOLD 0.2% +0.1% 0.6 285 +0 2
MYN funds › BLACKROCK MUNIYIELD N Y QUAL TRIM 0.2% -0.1% 0.6 54,972 -16,447 2
VST funds › VISTRA CORP TRIM 0.2% -0.0% 0.6 3,500 -550 2
IBKR funds › INTERACTIVE BROKERS GROUP IN HOLD 0.2% +0.0% 0.5 6,300 +0 5
CSX funds › CSX CORP HOLD 0.2% +0.0% 0.5 11,272 +0 3
MEM funds › MATTHEWS ASIA FDS HOLD 0.2% +0.0% 0.5 11,700 +0 5
SPRY funds › ARS PHARMACEUTICALS INC TRIM 0.2% -0.0% 0.5 65,701 -1,528 5
DOV funds › DOVER CORP TRIM 0.2% +0.0% 0.5 2,278 -10 5
CSCO funds › CISCO SYS INC TRIM 0.2% +0.0% 0.5 4,291 -1,263 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 0.5 650 +48 5
JNJ funds › JOHNSON & JOHNSON HOLD 0.2% -0.0% 0.5 1,839 +0 5
BNY funds › BANK OF NY MELLON CORP ADD 0.2% +0.0% 0.5 3,145 +205 5
RYTM funds › RHYTHM PHARMACEUTICALS INC NEW 0.2% +0.2% 0.4 4,000 +4,000 1
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.0% 0.4 3,633 +3,172 5
WIA funds › WESTERN ASSET INFLT LNK INC HOLD 0.2% -0.0% 0.4 53,254 +0 5
IWD funds › ISHARES TR ADD 0.2% +0.0% 0.4 1,765 +1 5
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.2% +0.0% 0.4 7,107 +0 5
DFAC funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.0% 0.4 9,527 +24 5
IVV funds › ISHARES TR HOLD 0.2% +0.0% 0.4 538 +0 5
BAPRA funds › BOEING CO HOLD 0.2% -0.0% 0.4 5,900 +0 3
IWF funds › ISHARES TR ADD 0.2% +0.0% 0.4 3,140 +2,355 5
DFAE funds › DIMENSIONAL ETF TRUST HOLD 0.2% +0.0% 0.4 9,687 +0 5
VUG funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 0.4 4,482 +3,735 5
LLY funds › ELI LILLY & CO ADD 0.2% +0.0% 0.4 320 +18 3
CVX funds › CHEVRON CORPORATION TRIM 0.2% -0.1% 0.4 2,312 -245 5
BDX funds › BECTON DICKINSON & CO NEW 0.2% +0.2% 0.4 2,530 +2,530 1
DFIV funds › DIMENSIONAL ETF TRUST HOLD 0.2% -0.0% 0.4 7,000 +0 5
VSS funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% -0.0% 0.4 2,337 +0 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.1% -0.0% 0.4 1,000 +0 5
MGC funds › VANGUARD WORLD FD NEW 0.1% +0.1% 0.3 1,269 +1,269 1
PFE funds › PFIZER INC ADD 0.1% -0.0% 0.3 14,000 +1,799 5
VT funds › VANGUARD INTL EQUITY INDEX F TRIM 0.1% +0.0% 0.3 2,085 -120 5
MFM funds › ABERDEEN MUN INCOME FD ADD 0.1% +0.1% 0.3 57,056 +29,644 4
FLIA funds › FRANKLIN TEMPLETON ETF TR HOLD 0.1% -0.0% 0.3 15,600 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 0.3 4,000 +0 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% -0.0% 0.3 6,821 +43 5
TSLA funds › TESLA INC HOLD 0.1% +0.0% 0.3 741 +0 4
DFSD funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.3 6,500 +0 5
CVS funds › CVS HEALTH CORP NEW 0.1% +0.1% 0.3 2,990 +2,990 1
DFCF funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.3 7,200 +0 5
GOLD funds › GOLD COM INC HOLD Common Stock 0.1% -0.0% 0.3 7,270 +0 3
PRCT funds › PROCEPT BIOROBOTICS CORP ADD 0.1% -0.0% 0.3 13,389 +53 5
SCHV funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.3 8,503 +0 5
VTI funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.3 770 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS HOLD 0.1% +0.0% 0.3 1,013 +0 3
VB funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.3 928 +0 5
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.1% -0.0% 0.3 1,000 +0 5
WVE funds › WAVE LIFE SCIENCES LTD TRIM 0.1% -0.0% 0.3 45,723 -1,000 5
LOW funds › LOWES COS INC TRIM 0.1% -0.2% 0.3 1,150 -1,953 5
FCX funds › FREEPORT MCMORAN INC HOLD 0.1% +0.0% 0.3 4,023 +0 3
USB funds › US BANCORP TRIM 0.1% +0.0% 0.3 4,177 -21 5
IBB funds › ISHARES TR HOLD 0.1% +0.0% 0.2 1,311 +0 3
GDL funds › GDL FD ADD 0.1% +0.0% 0.2 28,072 +11,125 5
PG funds › PROCTER & GAMBLE CO HOLD 0.1% -0.0% 0.2 1,621 +0 5
GE funds › GE AEROSPACE NEW 0.1% +0.1% 0.2 617 +617 1
IWM funds › ISHARES TR NEW 0.1% +0.1% 0.2 757 +757 1
JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.1% 0.2 3,644 -6,080 5
IWB funds › ISHARES TR NEW 0.1% +0.1% 0.2 537 +537 1
BA funds › BOEING CO NEW 0.1% +0.1% 0.2 1,004 +1,004 1
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.1% +0.1% 0.2 1,400 +1,400 1
VLO funds › VALERO ENERGY CORP NEW 0.1% +0.1% 0.2 796 +796 1
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.2 1,974 -1,340 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 0.2 1,369 -3 4
JMM funds › NUVEEN MULTI-MKT INCOME FD I NEW 0.0% +0.0% 0.1 15,240 +15,240 1
SOUN funds › SOUNDHOUND AI INC NEW 0.0% +0.0% 0.1 10,405 +10,405 1
NTR funds › NUTRIEN LTD EXIT 0.0% -0.3% 0.0 0 -10,256 0
BRW funds › SABA CAPITAL INCOME & OPRNT EXIT 0.0% -0.2% 0.0 0 -65,333 0
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -0.3% 0.0 0 -5,534 0
CUSIP:59318B108 funds › MFS INVT GRADE MUN TR EXIT 0.0% -0.2% 0.0 0 -47,998 0
AIR funds › AAR CORP EXIT Common Stock 0.0% -0.1% 0.0 0 -3,000 0
TSCO funds › TRACTOR SUPPLY CO EXIT 0.0% -0.4% 0.0 0 -18,315 0
CEE funds › CENTRAL & EASTERN EUROPE FD EXIT 0.0% -0.3% 0.0 0 -33,995 0
CUSIP:59318D104 funds › MFS HIGH INCOME MUN TR EXIT 0.0% -0.1% 0.0 0 -73,090 0
CUSIP:76883Y107 funds › RIVERNORTH FLEXIBLE MUNI INC EXIT 0.0% -0.3% 0.0 0 -49,190 0
V funds › VISA INC EXIT 0.0% -0.5% 0.0 0 -3,641 0
CUSIP:04351P101 funds › ASCENDIS PHARMA A/S EXIT 0.0% -2.6% 0.0 0 -26,077 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.1% 0.0 0 -389 0
CUSIP:670972108 funds › NUVEEN PA INVT QUALITY MUN F EXIT 0.0% -0.2% 0.0 0 -34,440 0
FULC funds › FULCRUM THERAPEUTICS INC EXIT 0.0% -0.1% 0.0 0 -39,649 0
GLQ funds › CLOUGH GLOBAL EQUITY FD EXIT 0.0% -0.2% 0.0 0 -66,015 0
CUSIP:59318E102 funds › MFS HIGH YIELD MUN TR EXIT 0.0% -0.2% 0.0 0 -98,712 0
BTT funds › BLACKROCK MUN TARGET TERM TR EXIT 0.0% -0.8% 0.0 0 -81,562 0
BTX funds › BLACKROCK TECH AND PRIVATE E EXIT 0.0% -1.7% 0.0 0 -593,000 0
STE funds › STERIS PLC EXIT 0.0% -0.3% 0.0 0 -3,397 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -2,600 0
UNP funds › UNION PAC CORP EXIT 0.0% -0.2% 0.0 0 -2,296 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 250 158 0.14 29% 0.015 0.148 in
2026Q1 234 163 0.14 27% 0.014 0.142 in
2025Q4 224 166 0.12 27% 0.015 0.136 in
2025Q3 222 164 0.14 27% 0.014 0.118 in
2025Q2 212 168 0.11 23% 0.012 0.144 entered
2025Q1 190 165 0.00 24% 0.013 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