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☆Silicon Valley Capital Partners

CIK 0001673633 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.740
AUM ($M)
1,021
Positions
454
Turnover
0.08
Top-10 wt
61%
Herfindahl
0.051
History (qtrs)
5
Excess Return
—

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Holdings · 464 positions · portfolio value $1,021M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRIM — 13.5% +0.1% 137.7 211,671 -4,549 4 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I TRIM — 7.3% +0.0% 74.8 129,646 -946 4 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD — 6.6% +0.1% 66.9 95,830 +1,420 4 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 6.4% +0.4% 65.1 373,375 +19,182 4 —
☆MSFT funds › MICROSOFT CORP COM ADD — 5.3% -0.6% 54.0 145,756 +11,923 4 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 5.3% +0.3% 53.9 187,453 +12,737 4 —
☆AAPL funds › APPLE INC COM TRIM — 5.1% -0.1% 51.8 204,015 -4,399 4 —
☆SHY funds › ISHARES 1-3 YEAR TREASURY BOND ETF TRIM — 4.1% +0.1% 42.3 511,999 -20,286 4 —
☆META funds › META PLATFORMS INC CL A ADD — 3.7% -0.1% 37.6 65,685 +3,343 4 —
☆IEI funds › ISHARES 3-7 YEAR TREASURY BOND ETF TRIM — 3.7% +0.1% 37.4 315,584 -12,068 4 —
☆AMZN funds › AMAZON COM INC COM TRIM — 3.4% -0.4% 34.7 166,536 -12,083 4 —
☆AVGO funds › BROADCOM INC COM ADD — 3.4% +1.1% 34.4 111,138 +37,846 4 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF TRIM — 3.0% -0.1% 30.7 271,722 -1,807 4 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM ADD — 2.3% +0.2% 23.1 113,591 +5,289 4 —
☆ORCL funds › ORACLE CORP COM ADD — 2.1% +0.6% 21.5 146,150 +61,408 4 —
☆NOW funds › SERVICENOW INC COM ADD — 1.7% +0.2% 17.7 169,336 +60,219 4 —
☆VUG funds › VANGUARD GROWTH ETF ADD — 1.7% -0.1% 17.4 39,825 +285 4 —
☆GSLC funds › TR ACTIVEBETA US LARGE CAP EQUITY ETF TRIM — 1.6% -0.0% 16.4 131,175 -4,233 4 —
☆SHV funds › ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF TRIM — 1.4% +0.1% 14.2 128,263 -3,719 4 —
☆LLY funds › ELI LILLY & CO COM TRIM — 1.2% -0.6% 12.0 13,009 -4,703 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION COM TRIM — 1.2% -0.3% 11.9 11,972 -6,299 4 —
☆SCHW funds › SCHWAB CHARLES CORP COM ADD — 1.2% +1.2% 11.8 125,968 +125,875 3 —
☆SPGP funds › INVESCO S&P 500 GARP ETF TRIM — 1.1% -0.1% 11.7 108,457 -9,674 4 —
☆AXP funds › AMERICAN EXPRESS CO COM TRIM — 1.1% -0.2% 10.9 36,115 -1,835 4 —
☆APD funds › AIR PRODUCTS AND CHEMICALS INC COM TRIM — 1.1% +0.2% 10.9 37,399 -1,913 4 —
☆BAC funds › BANK OF AMER CORP COM TRIM — 1.0% -0.4% 10.3 212,293 -76,845 4 —
☆ONEQ funds › FIDELITY NASDAQ COMPOSITE INDEX ETF TRIM — 0.9% -0.0% 9.4 111,089 -178 4 —
☆UNH funds › UNITEDHEALTH GROUP INC COM ADD — 0.9% +0.8% 9.3 34,271 +32,262 4 —
☆SNOW funds › SNOWFLAKE INC COM SHS ADD — 0.8% +0.8% 8.1 53,879 +52,879 2 —
☆AMCR funds › AMCOR PLC COM NEW NEW — 0.7% +0.7% 7.4 187,144 +187,144 1 —
☆ISRG funds › INTUITIVE SURGICAL INC COM NEW ADD — 0.4% -0.0% 4.3 9,234 +1,089 4 —
☆USB funds › US BANCORP COM NEW TRIM — 0.4% -0.9% 3.8 72,890 -180,324 4 —
☆MGK funds › VANGUARD MEGA CAP GROWTH ETF ADD — 0.3% -0.0% 3.4 9,324 +10 4 —
☆MRVL funds › MARVELL TECHNOLOGY INC COM ADD — 0.3% +0.1% 3.2 32,235 +23 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM — 0.3% -0.0% 3.1 6,373 -343 4 —
☆GOOG funds › ALPHABET INC CAP STK CL C ADD — 0.3% +0.1% 2.9 10,215 +2,859 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM TRIM — 0.3% -0.7% 2.7 15,991 -76,340 4 —
☆BIL funds › STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF TRIM — 0.3% +0.0% 2.7 29,550 -1,311 4 —
☆JNJ funds › JOHNSON & JOHNSON COM TRIM — 0.2% +0.0% 2.4 9,659 -40 4 —
☆MGV funds › VANGUARD MEGA CAP VALUE ETF TRIM — 0.2% -0.0% 2.2 15,499 -2,276 4 —
☆MU funds › MICRON TECHNOLOGY INC COM ADD — 0.2% +0.1% 2.2 6,578 +440 4 —
☆HD funds › HOME DEPOT INC COM TRIM — 0.2% -0.6% 1.9 5,746 -18,355 4 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD — 0.2% +0.0% 1.9 7,707 +1,468 4 —
☆SPHQ funds › INVESCO S&P 500 QUALITY ETF TRIM — 0.2% +0.0% 1.8 24,203 -1,843 4 —
☆RBLX funds › ROBLOX CORP CL A TRIM — 0.2% -0.2% 1.8 31,155 -13,512 4 —
☆JPM funds › JPMORGAN CHASE & CO COM TRIM — 0.1% -0.2% 1.3 4,528 -6,359 4 —
☆CRM funds › SALESFORCE INC COM TRIM — 0.1% -1.9% 1.3 6,913 -77,570 4 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD — 0.1% -0.0% 1.3 3,018 +2 4 —
☆V funds › VISA INC COM CL A ADD — 0.1% +0.0% 1.3 4,166 +402 4 —
☆IVV funds › ISHARES CORE S&P 500 ETF TRIM — 0.1% -0.0% 1.2 1,804 -67 4 —
☆INTU funds › INTUIT COM ADD — 0.1% -0.0% 1.1 2,629 +6 4 —
☆UBER funds › UBER TECHNOLOGIES INC COM ADD — 0.1% -0.0% 1.0 13,758 +32 4 —
☆VOO funds › VANGUARD S&P 500 ETF ADD — 0.1% +0.0% 1.0 1,613 +81 4 —
☆EQIX funds › EQUINIX INC COM ADD — 0.1% +0.0% 0.9 956 +6 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC CL A ADD — 0.1% +0.0% 0.9 6,003 +1,261 4 —
☆MA funds › MASTERCARD INCORPORATED CL A ADD — 0.1% -0.0% 0.9 1,739 +20 4 —
☆RTX funds › RTX CORPORATION COM ADD — 0.1% +0.0% 0.8 4,356 +181 4 —
☆LMT funds › LOCKHEED MARTIN CORP COM TRIM — 0.1% +0.0% 0.8 1,336 -197 4 —
☆ANET funds › ARISTA NETWORKS INC COM SHS TRIM — 0.1% -0.0% 0.8 6,435 -965 4 —
☆NFLX funds › NETFLIX INC. COM ADD — 0.1% +0.0% 0.8 7,803 +283 4 —
☆GBIL funds › ACCESS TREASURY 0-1 YEAR ETF TRIM — 0.1% +0.0% 0.7 7,093 -215 4 —
☆INTC funds › INTEL CORP COM TRIM — 0.1% +0.0% 0.7 15,766 -1,978 4 —
☆TSLA funds › TESLA INC COM ADD — 0.1% +0.0% 0.6 1,612 +299 4 —
☆EWY funds › ISHARES MSCI SOUTH KOREA ETF NEW — 0.0% +0.0% 0.5 4,000 +4,000 1 —
☆IBDR funds › ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ADD — 0.0% +0.0% 0.5 20,018 +135 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC CL A ADD — 0.0% +0.0% 0.5 1,153 +459 4 —
☆SBUX funds › STARBUCKS CORP COM TRIM — 0.0% -0.0% 0.4 4,673 -1,842 4 —
☆PANW funds › PALO ALTO NETWORKS INC COM ADD — 0.0% -0.0% 0.4 2,566 +118 4 —
☆ADSK funds › AUTODESK INC COM HOLD — 0.0% -0.0% 0.4 1,686 +0 4 —
☆IYW funds › ISHARES U.S. TECHNOLOGY ETF ADD — 0.0% -0.0% 0.4 2,207 +1 4 —
☆HOOD funds › ROBINHOOD MKTS INC COM CL A HOLD — 0.0% -0.0% 0.4 5,500 +0 4 —
☆CSCO funds › CISCO SYS INC COM TRIM — 0.0% +0.0% 0.4 4,909 -275 4 —
☆CAT funds › CATERPILLAR INC COM ADD — 0.0% +0.0% 0.4 509 +317 4 —
☆WMT funds › WALMART INC COM ADD — 0.0% +0.0% 0.4 2,889 +998 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP COM ADD — 0.0% -0.0% 0.4 5,625 +26 4 —
☆GEV funds › GE VERNOVA INC COM ADD — 0.0% +0.0% 0.4 404 +200 4 —
☆BA funds › BOEING CO COM ADD — 0.0% +0.0% 0.3 1,678 +500 4 —
☆VOOG funds › VANGUARD S&P 500 GROWTH ETF ADD — 0.0% -0.0% 0.3 815 +1 4 —
☆EW funds › EDWARDS LIFESCIENCES CORP COM NEW — 0.0% +0.0% 0.3 3,952 +3,952 1 —
☆STT funds › STATE STR CORP COM ADD — 0.0% +0.0% 0.3 2,467 +16 3 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF NEW — 0.0% +0.0% 0.3 919 +919 1 —
☆LRCX funds › LAM RESEARCH CORP COM NEW ADD — 0.0% +0.0% 0.3 1,294 +1,048 4 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.3 5,050 -3,450 4 —
☆CARR funds › CARRIER GLOBAL CORPORATION COM HOLD — 0.0% +0.0% 0.3 4,545 +0 4 —
☆TRMB funds › TRIMBLE INC COM HOLD — 0.0% -0.0% 0.3 3,844 +0 4 —
☆CVX funds › CHEVRON CORPORATION COM TRIM — 0.0% -0.1% 0.2 1,196 -6,905 4 —
☆DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF ADD — 0.0% +0.0% 0.2 3,422 +8 4 —
☆IWB funds › ISHARES RUSSELL 1000 ETF ADD — 0.0% +0.0% 0.2 669 +2 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.2 6,106 +0 4 —
☆ADBE funds › ADOBE INC COM TRIM — 0.0% -0.0% 0.2 953 -515 4 —
☆DINT funds › DAVIS SELECT INTERNATIONAL ETF HOLD — 0.0% +0.0% 0.2 8,412 +0 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM — 0.0% -0.1% 0.2 660 -2,438 4 —
☆AMAT funds › APPLIED MATLS INC COM ADD — 0.0% +0.0% 0.2 649 +506 4 —
☆GLD funds › SPDR GOLD SHARES ADD — 0.0% +0.0% 0.2 512 +30 4 —
☆ACWI funds › ISHARES MSCI ACWI ETF HOLD — 0.0% +0.0% 0.2 1,554 +0 4 —
☆ADI funds › ANALOG DEVICES INC COM ADD — 0.0% +0.0% 0.2 672 +27 4 —
☆VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD — 0.0% +0.0% 0.2 1,424 +108 4 —
☆MDY funds › STATE STREET SPDR S&P MIDCAP 400 ETF TRUST ADD — 0.0% +0.0% 0.2 337 +1 4 —
☆PFE funds › PFIZER INC COM ADD — 0.0% +0.0% 0.2 7,397 +35 4 —
☆VB funds › VANGUARD SMALL-CAP ETF ADD — 0.0% +0.0% 0.2 750 +3 4 —
☆SOXX funds › ISHARES SEMICONDUCTOR ETF ADD — 0.0% +0.0% 0.2 552 +1 4 —
☆OTIS funds › OTIS WORLDWIDE CORP COM HOLD — 0.0% -0.0% 0.2 2,272 +0 4 —
☆IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF ADD — 0.0% +0.0% 0.2 1,308 +4 3 —
☆AMGN funds › AMGEN INC COM ADD — 0.0% +0.0% 0.2 487 +3 4 —
☆ARM funds › ARM HOLDINGS PLC SPONSORED ADS NEW — 0.0% +0.0% 0.2 1,079 +1,079 1 —
☆VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ADD — 0.0% +0.0% 0.2 1,956 +15 3 —
☆TER funds › TERADYNE INC COM NEW — 0.0% +0.0% 0.1 500 +500 1 —
☆GE funds › GE AEROSPACE COM NEW NEW — 0.0% +0.0% 0.1 521 +521 1 —
☆FLEX funds › FLEX LTD ORD HOLD — 0.0% +0.0% 0.1 2,216 +0 4 —
☆BE funds › BLOOM ENERGY CORP COM CL A TRIM — 0.0% -0.0% 0.1 1,000 -900 2 —
☆NBIS funds › NEBIUS GROUP N.V. SHS CLASS A ADD — 0.0% +0.0% 0.1 1,250 +1,000 2 —
☆ABBV funds › ABBVIE INC COM ADD — 0.0% +0.0% 0.1 580 +35 4 —
☆MCD funds › MCDONALDS CORP COM ADD — 0.0% +0.0% 0.1 379 +102 4 —
☆EME funds › EMCOR GROUP INC COM HOLD — 0.0% +0.0% 0.1 151 +0 4 —
☆ALAB funds › ASTERA LABS INC COM ADD — 0.0% +0.0% 0.1 1,000 +700 2 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN FUND TRIM — 0.0% -0.0% 0.1 1,790 -165 4 —
☆WFC funds › WELLS FARGO & CO COM TRIM — 0.0% -0.0% 0.1 1,258 -422 4 —
☆ABT funds › ABBOTT LABORATORIES COM ADD — 0.0% +0.0% 0.1 904 +234 4 —
☆OKLO funds › OKLO INC COM CL A ADD — 0.0% +0.0% 0.1 1,862 +1,134 3 —
☆VTV funds › VANGUARD VALUE ETF ADD — 0.0% +0.0% 0.1 457 +2 3 —
☆CUSIP:78473E103 funds › SPX TECHNOLOGIES INC COM HOLD — 0.0% +0.0% 0.1 425 +0 4 —
☆IMCB funds › ISHARES MORNINGSTAR MID-CAP ETF ADD — 0.0% +0.0% 0.1 968 +3 4 —
☆CRWV funds › COREWEAVE INC COM CL A HOLD — 0.0% +0.0% 0.1 1,040 +0 2 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES HOLD — 0.0% -0.0% 0.1 800 +0 2 —
☆XYZ funds › BLOCK INC CL A ADD — 0.0% +0.0% 0.1 1,213 +11 4 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A SHS HOLD — 0.0% -0.0% 0.1 150 +0 2 —
☆QCOM funds › QUALCOMM INC COM ADD — 0.0% -0.0% 0.1 560 +44 4 —
☆PG funds › PROCTER & GAMBLE CO COM TRIM — 0.0% +0.0% 0.1 496 -21 4 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM ADD — 0.0% +0.0% 0.1 1,154 +58 4 —
☆SMA funds › SMARTSTOP SELF STORAG REIT INC COMMON STOCK ADD — 0.0% +0.0% 0.1 2,306 +28 2 —
☆BX funds › BLACKSTONE INC COM ADD — 0.0% -0.0% 0.1 602 +13 4 —
☆ITT funds › ITT INC COM HOLD — 0.0% +0.0% 0.1 356 +0 4 —
☆FAS funds › DIREXION DAILY FINANCIAL BULL 3X ETF ADD — 0.0% -0.0% 0.1 538 +3 4 —
☆IWV funds › ISHARES RUSSELL 3000 ETF HOLD — 0.0% +0.0% 0.1 168 +0 4 —
☆TEL funds › TE CONNECTIVITY PLC ORD SHS ADD — 0.0% +0.0% 0.1 294 +21 4 —
☆PEP funds › PEPSICO INC COM ADD — 0.0% +0.0% 0.1 392 +235 4 —
☆DIS funds › DISNEY WALT CO COM ADD — 0.0% -0.0% 0.1 605 +4 4 —
☆BCPC funds › BALCHEM CORP COM ADD — 0.0% +0.0% 0.1 336 +2 4 —
☆QBTS funds › D-WAVE QUANTUM INC COM ADD — 0.0% -0.0% 0.1 3,834 +369 3 —
☆OXY funds › OCCIDENTAL PETE CORP COM TRIM — 0.0% -0.0% 0.1 825 -912 4 —
☆CUSIP:464288109 funds › ISHARES MORNINGSTAR VALUE ETF ADD — 0.0% +0.0% 0.1 569 +3 3 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC COM ADD — 0.0% +0.0% 0.1 226 +64 4 —
☆VRT funds › VERTIV HOLDINGS CO COM CL A HOLD — 0.0% +0.0% 0.1 200 +0 2 —
☆MOD funds › MODINE MFG CO COM HOLD — 0.0% +0.0% 0.0 223 +0 4 —
☆CUSIP:74347R248 funds › PROSHARES LARGE CAP CORE PLUS ADD — 0.0% +0.0% 0.0 641 +2 4 —
☆RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD — 0.0% +0.0% 0.0 249 +1 4 —
☆PECO funds › PHILLIPS EDISON & CO INC COMMON STOCK ADD — 0.0% +0.0% 0.0 1,247 +11 4 —
☆NXT funds › NEXTPOWER INC CLASS A COM HOLD — 0.0% +0.0% 0.0 385 +0 4 —
☆NEE funds › NEXTERA ENERGY INC COM ADD — 0.0% +0.0% 0.0 494 +489 4 —
☆MRK funds › MERCK & CO INC COM ADD — 0.0% +0.0% 0.0 380 +30 4 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF NEW — 0.0% +0.0% 0.0 638 +638 1 —
☆ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆SMH funds › VANECK SEMICONDUCTOR ETF HOLD — 0.0% +0.0% 0.0 113 +0 4 —
☆TQQQ funds › PROSHARES ULTRAPRO QQQ ADD — 0.0% -0.0% 0.0 1,017 +1 4 —
☆AFL funds › AFLAC INC COM ADD Common Stock 0.0% +0.0% 0.0 375 +2 4 —
☆ACN funds › ACCENTURE PLC IRELAND SHS CLASS A ADD — 0.0% -0.0% 0.0 207 +13 4 —
☆ETHA funds › ISHARES ETHEREUM TRUST ETF HOLD — 0.0% -0.0% 0.0 2,349 +0 3 —
☆P funds › EVERPURE INC CL A HOLD — 0.0% -0.0% 0.0 612 +0 4 —
☆HWM funds › HOWMET AEROSPACE INC COM HOLD — 0.0% +0.0% 0.0 153 +0 4 —
☆LITE funds › LUMENTUM HLDGS INC COM HOLD — 0.0% +0.0% 0.0 50 +0 4 —
☆APG funds › API GROUP CORP COM STK HOLD — 0.0% +0.0% 0.0 858 +0 4 —
☆COF funds › CAPITAL ONE FINL CORP COM ADD — 0.0% -0.0% 0.0 190 +16 4 —
☆IJH funds › ISHARES CORE S&P MID-CAP ETF TRIM — 0.0% -0.0% 0.0 510 -584 4 —
☆SDY funds › STATE STREET SPDR S&P DIVIDEND ETF ADD — 0.0% +0.0% 0.0 234 +1 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC COM ADD — 0.0% +0.0% 0.0 613 +75 4 —
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF HOLD — 0.0% -0.0% 0.0 1,009 +0 4 —
☆BP funds › BP PLC SPONSORED ADR ADD — 0.0% +0.0% 0.0 643 +6 4 —
☆BNY funds › BANK NEW YORK MELLON CORP COM ADD — 0.0% +0.0% 0.0 250 +15 4 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.0 222 +0 4 —
☆SLGN funds › SILGAN HLDGS INC COM TRIM — 0.0% -0.0% 0.0 753 -694 4 —
☆ETHE funds › GRAYSCALE ETHEREUM STAKING ETF ADD — 0.0% -0.0% 0.0 1,700 +10 4 —
☆WULF funds › TERAWULF INC COM HOLD — 0.0% +0.0% 0.0 2,000 +0 2 —
☆MS funds › MORGAN STANLEY COM NEW ADD — 0.0% +0.0% 0.0 163 +25 4 —
☆TOST funds › TOAST INC CL A HOLD — 0.0% -0.0% 0.0 1,000 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC COM TRIM — 0.0% -0.0% 0.0 30 -451 4 —
☆CSL funds › CARLISLE COS INC COM TRIM — 0.0% -0.0% 0.0 77 -117 4 —
☆RACE funds › FERRARI N V COM HOLD — 0.0% -0.0% 0.0 75 +0 4 —
☆MNDY funds › MONDAY COM LTD SHS HOLD — 0.0% -0.0% 0.0 352 +0 4 —
☆AHR funds › AMERICAN HEALTHCARE REIT INC COM SHS ADD — 0.0% +0.0% 0.0 515 +2 4 —
☆LOW funds › LOWES COS INC COM ADD — 0.0% +0.0% 0.0 102 +12 4 —
☆QQQM funds › INVESCO NASDAQ 100 ETF HOLD — 0.0% +0.0% 0.0 101 +0 4 —
☆TGT funds › TARGET CORP COM TRIM — 0.0% +0.0% 0.0 197 -54 4 —
☆PLD funds › PROLOGIS INC. COM NEW — 0.0% +0.0% 0.0 176 +176 1 —
☆ASML funds › ASML HLDG NV N Y REGISTRY SHS ADD — 0.0% +0.0% 0.0 17 +3 4 —
☆WBS funds › WEBSTER FINL CORP COM ADD — 0.0% +0.0% 0.0 296 +2 4 —
☆WDC funds › WESTERN DIGITAL CORP COM NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆VTRS funds › VIATRIS INC COM ADD — 0.0% +0.0% 0.0 1,455 +13 4 —
☆HEI funds › HEICO CORP NEW COM HOLD — 0.0% -0.0% 0.0 71 +0 4 —
☆BAM funds › BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS ADD — 0.0% -0.0% 0.0 380 +3 2 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR HOLD — 0.0% +0.0% 0.0 475 +0 3 —
☆NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF HOLD — 0.0% +0.0% 0.0 158 +0 4 —
☆NDAQ funds › NASDAQ INC COM HOLD — 0.0% -0.0% 0.0 190 +0 4 —
☆GBDC funds › GOLUB CAP BDC INC COM HOLD — 0.0% +0.0% 0.0 1,202 +0 4 —
☆GEN funds › GEN DIGITAL INC COM ADD — 0.0% -0.0% 0.0 808 +5 4 —
☆TXN funds › TEXAS INSTRS INC COM HOLD — 0.0% +0.0% 0.0 77 +0 4 —
☆MSIF funds › MSC INCOME FUND INC COM ADD — 0.0% +0.0% 0.0 1,176 +19 2 —
☆DVY funds › ISHARES SELECT DIVIDEND ETF HOLD — 0.0% +0.0% 0.0 88 +0 4 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF HOLD — 0.0% +0.0% 0.0 216 +0 4 —
☆USAR funds › USA RARE EARTH INC COM NEW — 0.0% +0.0% 0.0 851 +851 1 —
☆OKTA funds › OKTA INC CL A NEW — 0.0% +0.0% 0.0 160 +160 1 —
☆IGSB funds › ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ADD — 0.0% +0.0% 0.0 236 +2 4 —
☆TECK funds › TECK RESOURCES LTD CL B HOLD — 0.0% +0.0% 0.0 235 +0 4 —
☆SPSB funds › STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ADD — 0.0% +0.0% 0.0 383 +2 4 —
☆MKL funds › MARKEL GROUP INC COM HOLD — 0.0% -0.0% 0.0 6 +0 4 —
☆BIDU funds › BAIDU INC SPON ADR REP A HOLD — 0.0% -0.0% 0.0 100 +0 4 —
☆LAC funds › LITHIUM AMERS CORP NEW COM SHS NEW — 0.0% +0.0% 0.0 2,695 +2,695 1 —
☆SNDK funds › SANDISK CORP COM TRIM — 0.0% -0.0% 0.0 17 -483 2 —
☆COKE funds › COCA COLA CONS INC COM TRIM — 0.0% -0.0% 0.0 54 -152 4 —
☆IOT funds › SAMSARA INC COM CL A HOLD — 0.0% -0.0% 0.0 324 +0 4 —
☆NVO funds › NOVO-NORDISK A S ADR HOLD — 0.0% -0.0% 0.0 276 +0 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS ADD — 0.0% +0.0% 0.0 26 +24 4 —
☆PCAR funds › PACCAR INC COM ADD — 0.0% +0.0% 0.0 85 +15 3 —
☆IGV funds › ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF HOLD — 0.0% -0.0% 0.0 120 +0 3 —
☆DHR funds › DANAHER CORP DEL COM ADD — 0.0% +0.0% 0.0 50 +18 3 —
☆CI funds › THE CIGNA GROUP COM HOLD — 0.0% +0.0% 0.0 35 +0 4 —
☆ARTY funds › ISHARES FUTURE AI & TECH ETF NEW — 0.0% +0.0% 0.0 202 +202 1 —
☆CB funds › CHUBB LTD SWITZ COM HOLD — 0.0% +0.0% 0.0 29 +0 4 —
☆FIG funds › FIGMA INC CLASS A COM STK HOLD — 0.0% -0.0% 0.0 443 +0 3 —
☆SCHJ funds › SCHWAB 1-5 YEAR CORPORATE BOND ETF ADD — 0.0% +0.0% 0.0 378 +3 4 —
☆SYK funds › STRYKER CORPORATION COM ADD — 0.0% +0.0% 0.0 28 +11 3 —
☆DGX funds › QUEST DIAGNOSTICS INC COM HOLD — 0.0% +0.0% 0.0 47 +0 4 —
☆PODD funds › INSULET CORP COM HOLD — 0.0% -0.0% 0.0 44 +0 4 —
☆COP funds › CONOCOPHILLIPS COM HOLD — 0.0% +0.0% 0.0 64 +0 4 —
☆CRS funds › CARPENTER TECHNOLOGY CORP COM NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆FDX funds › FEDEX CORP COM HOLD — 0.0% +0.0% 0.0 23 +0 4 —
☆OEF funds › ISHARES S&P 100 ETF HOLD — 0.0% +0.0% 0.0 25 +0 4 —
☆WWD funds › WOODWARD INC COM NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆ATI funds › ATI INC COM NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆FEP funds › FIRST TRUST EUROPE ALPHADEX FUND HOLD — 0.0% +0.0% 0.0 142 +0 4 —
☆LOAR funds › LOAR HOLDINGS INC COM SHS NEW — 0.0% +0.0% 0.0 133 +133 1 —
☆WDAY funds › WORKDAY INC CL A HOLD — 0.0% -0.0% 0.0 56 +0 4 —
☆F funds › FORD MTR CO COM ADD — 0.0% -0.0% 0.0 601 +6 4 —
☆AMP funds › AMERIPRISE FINL INC COM HOLD — 0.0% -0.0% 0.0 15 +0 4 —
☆OC funds › OWENS CORNING NEW COM HOLD — 0.0% +0.0% 0.0 61 +0 4 —
☆DOW funds › DOW HLDGS INC COM NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆VHT funds › VANGUARD HEALTH CARE ETF HOLD — 0.0% +0.0% 0.0 21 +0 4 —
☆ZS funds › ZSCALER INC COM ADD — 0.0% -0.0% 0.0 39 +3 4 —
☆TEM funds › TEMPUS AI INC CL A HOLD — 0.0% -0.0% 0.0 120 +0 3 —
☆HAS funds › HASBRO INC COM ADD — 0.0% +0.0% 0.0 58 +1 4 —
☆OUST funds › OUSTER INC COM NEW HOLD — 0.0% -0.0% 0.0 286 +0 3 —
☆GRNY funds › FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF ADD — 0.0% +0.0% 0.0 220 +50 4 —
☆CHAT funds › ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF NEW — 0.0% +0.0% 0.0 77 +77 1 —
☆AIQ funds › GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF NEW — 0.0% +0.0% 0.0 102 +102 1 —
☆NVS funds › NOVARTIS AG SPONSORED ADR NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆IPAY funds › AMPLIFY DIGITAL PAYMENTS ETF ADD — 0.0% -0.0% 0.0 105 +1 4 —
☆PM funds › PHILIP MORRIS INTL INC COM NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆C funds › CITIGROUP INC COM NEW NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆AMT funds › AMERICAN TOWER CORP COM ADD — 0.0% +0.0% 0.0 25 +2 4 —
☆BKNG funds › BOOKING HOLDINGS INC COM HOLD — 0.0% -0.0% 0.0 1 +0 4 —
☆HDV funds › ISHARES CORE HIGH DIVIDEND ETF HOLD — 0.0% +0.0% 0.0 31 +0 4 —
☆DELL funds › DELL TECHNOLOGIES INC CL C NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆FSSL funds › FS SPECIALTY LENDING FD COM SH BEN INT NEW — 0.0% +0.0% 0.0 315 +315 1 —
☆BLK funds › BLACKROCK INC COM HOLD — 0.0% -0.0% 0.0 4 +0 4 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS ADD — 0.0% +0.0% 0.0 51 +12 2 —
☆KO funds › COCA COLA CO COM ADD — 0.0% +0.0% 0.0 50 +48 4 —
☆ETN funds › EATON CORP PLC SHS NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC COM NEW — 0.0% +0.0% 0.0 67 +67 1 —
☆T funds › AT&T INC COM NEW — 0.0% +0.0% 0.0 118 +118 1 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING MINI ETF HOLD — 0.0% -0.0% 0.0 169 +0 4 —
☆AVB funds › AVALONBAY CMNTYS INC COM NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆AXTI funds › AXT INC COM NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆REGN funds › REGENERON PHARMACEUTICALS COM HOLD — 0.0% +0.0% 0.0 4 +0 4 —
☆CMCSA funds › COMCAST CORP NEW CL A ADD — 0.0% +0.0% 0.0 107 +106 4 —
☆YUM funds › YUM BRANDS INC COM ADD — 0.0% +0.0% 0.0 20 +3 4 —
☆RSPH funds › INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF ADD — 0.0% +0.0% 0.0 102 +1 4 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆CL funds › COLGATE PALMOLIVE CO COM NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆GILD funds › GILEAD SCIENCES INC COM NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆WMB funds › WILLIAMS COS INC COM NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆APH funds › AMPHENOL CORP CL A NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆COHR funds › COHERENT CORP COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆GLW funds › CORNING INC COM NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆VAL funds › VALARIS LTD CL A NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆KMI funds › KINDER MORGAN INC DEL COM NEW — 0.0% +0.0% 0.0 85 +85 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC COM NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆TWLO funds › TWILIO INC CL A HOLD — 0.0% -0.0% 0.0 22 +0 4 —
☆TTE funds › TOTALENERGIES SE ACT NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF HOLD — 0.0% +0.0% 0.0 24 +0 2 —
☆APLD funds › APPLIED DIGITAL CORP COM NEW HOLD — 0.0% +0.0% 0.0 110 +0 3 —
☆MDT funds › MEDTRONIC PLC SHS ADD — 0.0% +0.0% 0.0 30 +30 4 —
☆TJX funds › TJX COS INC NEW COM NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆CRNC funds › CERENCE INC COM NEW — 0.0% +0.0% 0.0 401 +401 1 —
☆UNP funds › UNION PAC CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CSX funds › CSX CORP COM ADD — 0.0% +0.0% 0.0 59 +57 3 —
☆MP funds › MP MATERIALS CORP COM CL A HOLD — 0.0% +0.0% 0.0 50 +0 3 —
☆PGR funds › PROGRESSIVE CORP COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆PSKY funds › PARAMOUNT SKYDANCE CORP COM CL B ADD — 0.0% -0.0% 0.0 257 +1 3 —
☆HSBC funds › HSBC HLDGS PLC SPON ADR NEW NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆COMP funds › COMPASS INC CL A NEW — 0.0% +0.0% 0.0 307 +307 1 —
☆CVE funds › CENOVUS ENERGY INC COM NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆NEM funds › NEWMONT CORP COM NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆GM funds › GENERAL MTRS CO COM NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆ASTS funds › AST SPACEMOBILE INC COM CL A NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆O funds › REALTY INCOME CORP COM NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆SKM funds › SK TELECOM CO LTD SPONSORED ADR NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.0 18 +0 2 —
☆STZ funds › CONSTELLATION BRANDS INC CL A NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆SPG funds › SIMON PPTY GROUP INC NEW COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CVS funds › CVS HEALTH CORP COM NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆NTAP funds › NETAPP INC COM NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆EMR funds › EMERSON ELEC CO COM NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆ED funds › CONSOLIDATED EDISON INC COM NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆UPS funds › UNITED PARCEL SVCS INC CL B NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆TOL funds › TOLL BROTHERS INC COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆JCI funds › JOHNSON CTLS INTL PLC SHS NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆RIO funds › RIO TINTO PLC SPONSORED ADR NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆ARKG funds › ARK GENOMIC REVOLUTION ETF HOLD — 0.0% -0.0% 0.0 62 +0 4 —
☆RY funds › ROYAL BK CDA COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆WELL funds › WELLTOWER INC COM NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆CLX funds › CLOROX CO DEL COM NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆TSSI funds › TSS INC DEL COM HOLD — 0.0% +0.0% 0.0 120 +0 4 —
☆PHM funds › PULTE GROUP INC COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆KDP funds › KEURIG DR PEPPER INC COM NEW — 0.0% +0.0% 0.0 58 +58 1 —
☆IR funds › INGERSOLL RAND INC COM NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆MMM funds › 3M CO COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆SAN funds › BANCO SANTANDER SA ADR NEW — 0.0% +0.0% 0.0 129 +129 1 —
☆NKE funds › NIKE INC CL B HOLD — 0.0% -0.0% 0.0 25 +0 4 —
☆XYL funds › XYLEM INC COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆ECHO funds › ECHOSTAR CORP CL A NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆DLR funds › DIGITAL RLTY TR INC COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆ABNB funds › AIRBNB INC COM CL A HOLD — 0.0% +0.0% 0.0 10 +0 4 —
☆VC funds › VISTEON CORP COM NEW NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆UL funds › UNILEVER PLC SPON ADR NEW NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆VSAT funds › VIASAT INC COM NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆TS funds › TENARIS S A SPONSORED ADS NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆TTMI funds › TTM TECHNOLOGIES INC COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆SW funds › SMURFIT WESTROCK PLC SHS NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆VISN funds › VISTANCE NETWORKS INC COM NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆EQR funds › EQUITY RESIDENTIAL SH BEN INT NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆RKT funds › ROCKET COS INC COM CL A NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆WF funds › WOORI FINL GROUP INC SPONSORED ADS NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC SPONSORED ADR NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆EGP funds › EASTGROUP PPTYS INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆VTR funds › VENTAS INC COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆SONY funds › SONY GROUP CORP SPONSORED ADR NEW — 0.0% +0.0% 0.0 43 +43 1 —
☆SYF funds › SYNCHRONY FINANCIAL COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆RMBS funds › RAMBUS INC DEL COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆SYNA funds › SYNAPTICS INC COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATION CL A NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆RHI funds › ROBERT HALF INC. COM NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆ZM funds › ZOOM COMMUNICATIONS INC CL A NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆XEL funds › XCEL ENERGY INC COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆FSLR funds › FIRST SOLAR INC COM HOLD — 0.0% -0.0% 0.0 4 +0 4 —
☆RNG funds › RINGCENTRAL INC CL A NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆SMTC funds › SEMTECH CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ARR funds › ARMOUR RESIDENTIAL REIT INC COM SHS NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆TFC funds › TRUIST FINL CORP COM NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆ESS funds › ESSEX PPTY TR INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆SNY funds › SANOFI SA SPONSORED ADR NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆TAK funds › TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆STAG funds › STAG INDUSTRIAL INC COM NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆IRM funds › IRON MTN INC DEL COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆YUMC funds › YUM CHINA HLDGS INC COM HOLD — 0.0% +0.0% 0.0 14 +0 4 —
☆TSCO funds › TRACTOR SUPPLY CO COM NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆RYAN funds › RYAN SPECIALTY HOLDINGS INC CL A NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆AAT funds › AMERICAN ASSETS TR INC COM NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆XLI funds › STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF HOLD — 0.0% +0.0% 0.0 4 +0 2 —
☆SHG funds › SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆WIT funds › WIPRO LTD SPON ADR 1 SH NEW — 0.0% +0.0% 0.0 287 +287 1 —
☆EPRT funds › ESSENTIAL PPTYS RLTY TR INC COM NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆SIRI funds › SIRIUSXM HOLDINGS INC COMMON STOCK NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆RIG funds › TRANSOCEAN LTD REGISTERED SHS NEW — 0.0% +0.0% 0.0 77 +77 1 —
☆SUI funds › SUN CMNTYS INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆TTI funds › TETRA TECHNOLOGIES INC DEL COM NEW — 0.0% +0.0% 0.0 59 +59 1 —
☆OGN funds › ORGANON & CO COMMON STOCK ADD — 0.0% -0.0% 0.0 82 +1 4 —
☆YETI funds › YETI HLDGS INC COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆ZTS funds › ZOETIS INC CL A NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆RRC funds › RANGE RES CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CTRE funds › CARETRUST REIT INC COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆ACVA funds › ACV AUCTIONS INC COM CL A NEW Common Stock 0.0% +0.0% 0.0 100 +100 1 —
☆STAA funds › STAAR SURGICAL CO COM PAR $0.01 NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆SCHL funds › SCHOLASTIC CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆AMRX funds › AMNEAL PHARMACEUTICALS INC COM STK CL A HOLD — 0.0% +0.0% 0.0 30 +0 4 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆WY funds › WEYERHAEUSER CO COM NEW NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆RF funds › REGIONS FINANCIAL CORP NEW COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆ADC funds › AGREE RLTY CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆LTC funds › LTC PPTYS INC COM NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆COLD funds › AMERICOLD REALTY TRUST INC COM NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆MPT funds › MEDICAL PROPERTIES TRUST INC COM NEW — 0.0% +0.0% 0.0 64 +64 1 —
☆CPT funds › CAMDEN PPTY TR SH BEN INT NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆WSR funds › WHITESTONE REIT COM NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆HIW funds › HIGHWOODS PPTYS INC COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆RIOT funds › RIOT PLATFORMS INC COM NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC COM CL A NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆EXR funds › EXTRA SPACE STORAGE INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆TBCH funds › TURTLE BEACH CORP COM NEW NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆UMC funds › UNITED MICROELECTRONICS CORP SPON ADR NEW NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆XPEV funds › XPENG INC ADS NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆UPST funds › UPSTART HLDGS INC COM HOLD — 0.0% -0.0% 0.0 10 +0 3 —
☆INN funds › SUMMIT HOTEL PPTYS COM NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆EPR funds › EPR PPTYS COM SH BEN INT NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆TRNO funds › TERRENO RLTY CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆CDP funds › COPT DEFENSE PROPERTIES SHS BEN INT NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆XRAY funds › DENTSPLY SIRONA INC COM NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆MAA funds › MID-AMER APT CMNTYS INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆SGHT funds › SIGHT SCIENCES INC COM NEW — 0.0% +0.0% 0.0 56 +56 1 —
☆VALE funds › VALE S A SPONSORED ADS NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆UDR funds › UDR INC COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆CUZ funds › COUSINS PPTYS INC COM NEW NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆SXC funds › SUNCOKE ENERGY INC COM NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆ZNTL funds › ZENTALIS PHARMACEUTICALS INC COM NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆YORW funds › YORK WTR CO COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆WVE funds › WAVE LIFE SCIENCES LTD SHS NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆DNN funds › DENISON MINES CORP COM HOLD — 0.0% +0.0% 0.0 50 +0 2 —
☆MFA funds › MFA FINL INC COM NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆CUSIP:90400P101 funds › ULTRAPAR PARTICIPACOES SA SP ADR REP COM NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆KRC funds › KILROY REALTY CORP COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ZG funds › ZILLOW GROUP INC CL A NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆UEC funds › URANIUM ENERGY CORP COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆LXP funds › LXP INDUSTRIAL TRUST COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆LAMR funds › LAMAR ADVERTISING CO CL A NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆SUZ funds › SUZANO S A SPON ADS NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆UAA funds › UNDER ARMOUR INC CL A NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆SERA funds › SERA PROGNOSTICS INC CLASS A COM NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆ZION funds › ZIONS BANCORPORATION NATL ASSN COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆ACRE funds › ARES COML REAL ESTATE CORP COM NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆FRT funds › FEDERAL RLTY INVT TR NEW SH BEN INT NEW NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆BXP funds › BXP INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆TLPH funds › TALPHERA INC COM NEW HOLD — 0.0% -0.0% 0.0 137 +0 4 —
☆RGNX funds › REGENXBIO INC COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆SSP funds › SCRIPPS E W CO OHIO CL A NEW NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆FLNA funds › FILANA THERAPEUTICS INC COM NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆AKR funds › ACADIA RLTY TR COM SH BEN INT NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆SGC funds › SUPERIOR GROUP OF CO INC COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆IVT funds › INVENTRUST PPTYS CORP COM NEW NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆KIM funds › KIMCO REALTY CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆WOOF funds › PETCO HEALTH & WELLNESS CO INC COM NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆SPWH funds › SPORTSMANS WHSE HLDGS INC COM NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆NNN funds › NNN REIT INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆NHI funds › NATIONAL HEALTH INVS INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆SFIX funds › STITCH FIX INC COM CL A NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆SBRA funds › SABRA HEALTH CARE REIT INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆TWI funds › TITAN INTL INC ILL COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆ARI funds › APOLLO COML REAL ESTATE FIN COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆IRT funds › INDEPENDENCE RLTY TR INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆REKR funds › REKOR SYSTEMS INC COM NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆CLDT funds › CHATHAM LODGING TR COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆HR funds › HEALTHCARE RLTY TR CL A COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆WPC funds › WP CAREY INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆ORC funds › ORCHID IS CAP INC COM NEW NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆ULCC funds › FRONTIER GROUP HLDGS INC COM NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆SG funds › SWEETGREEN INC COM CL A NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆JBGS funds › JBG SMITH PPTYS COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆SKIN funds › SKINHEALTH SYSTEMS INC COM CL A NEW — 0.0% +0.0% 0.0 56 +56 1 —
☆BRX funds › BRIXMOR PPTY GROUP INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆VNO funds › VORNADO RLTY TR SH BEN INT NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆SIFY funds › SIFY TECHNOLOGIES LTD SPONSORED ADR HOLD — 0.0% +0.0% 0.0 2 +0 4 —
☆ELME funds › ELME COMMUNITIES SH BEN INT NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆OMEX funds › ODYSSEY MARINE EXPL INC COM NEW HOLD — 0.0% -0.0% 0.0 9 +0 4 —
☆STE funds › STERIS PLC SHS USD NEW — 0.0% +0.0% 0.0 0 +0 1 —
☆OBDC funds › BLUE OWL CAPITAL CORPORATION COM EXIT — 0.0% -0.0% 0.0 0 -11,227 0 —
☆RDDT funds › REDDIT INC CL A EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆SOFI funds › SOFI TECHNOLOGIES INC COM EXIT — 0.0% -0.0% 0.0 0 -450 0 —
☆CEG funds › CONSTELLATION ENERGY CORP COM EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆GTLB funds › GITLAB INC CLASS A COM EXIT — 0.0% -0.0% 0.0 0 -99 0 —
☆COSM funds › COSMOS HEALTH INC COM NEW — 0.0% +0.0% 0.0 1 +1 0 —
☆AMBA funds › AMBARELLA INC SHS EXIT — 0.0% -0.0% 0.0 0 -124 0 —
☆CWST funds › CASELLA WASTE SYS INC CL A EXIT — 0.0% -0.0% 0.0 0 -190 0 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATION COM EXIT — 0.0% -0.0% 0.0 0 -184 0 —
☆KD funds › KYNDRYL HLDGS INC COMMON STOCK EXIT — 0.0% -0.0% 0.0 0 -76 0 —
☆KIE funds › STATE STREET SPDR S&P INSURANCE ETF EXIT — 0.0% -0.0% 0.0 0 -614 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
2026Q1 1,021 454 0.08 61% 0.051 0.747 — in
2025Q4 1,099 265 0.04 61% 0.051 0.769 — in
2025Q3 1,060 283 0.04 61% 0.051 0.771 — in
2025Q2 958 303 0.12 60% 0.051 0.651 — entered
2025Q1 765 247 0.00 63% 0.058 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