Fund Universe

Intellectus Partners, LLC

CIK 0001677253 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.268
AUM ($M)
578
Positions
316
Turnover
0.12
Top-10 wt
30%
Herfindahl
0.014
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 333 positions · portfolio value $578M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
TSLA funds › TESLA INC ADD 5.0% -0.2% 28.7 68,301 +633 5
MU funds › MICRON TECHNOLOGY INC TRIM 4.6% +2.1% 26.4 22,879 -13,412 5
AMZN funds › AMAZON COM INC ADD 4.0% +0.1% 22.9 96,111 +4,973 5
GOOG funds › ALPHABET INC ADD 3.9% +0.2% 22.7 64,238 +82 5
NVDA funds › NVIDIA CORPORATION ADD 2.8% +0.2% 16.1 80,225 +7,441 5
META funds › META PLATFORMS INC ADD 2.4% -0.4% 13.9 24,617 +287 5
KLAC funds › KLA CORP ADD 2.3% +1.0% 13.1 43,470 +39,119 5
CUSIP:00770X220 funds › ADVISORS SER TR TRIM 1.9% -0.4% 11.2 207,937 -7,567 4
FDD funds › FIRST TR EXCHANGE-TRADED FD TRIM 1.7% -0.3% 10.0 540,106 -12,912 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 1.6% +0.9% 9.2 15,823 -335 5
GOOGL funds › ALPHABET INC ADD 1.6% +0.1% 9.1 25,513 +397 5
CCJ funds › CAMECO CORP ADD 1.5% -0.3% 8.6 84,120 +1,770 5
GS funds › GOLDMAN SACHS GROUP INC ADD 1.5% +0.0% 8.4 8,293 +18 5
MSFT funds › MICROSOFT CORP ADD 1.4% -0.2% 8.2 22,053 +1,072 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 1.2% -0.5% 7.0 59,788 +3,143 5
JPM funds › JPMORGAN CHASE & CO ADD 1.1% -0.0% 6.6 20,134 +317 5
VTV funds › VANGUARD INDEX FDS ADD 1.1% -0.1% 6.6 30,144 +45 5
RKLB funds › ROCKET LAB CORP TRIM 0.9% +0.0% 5.1 50,091 -13,394 5
FCX funds › FREEPORT MCMORAN INC ADD 0.9% -0.1% 5.0 80,262 +1,505 5
AAPL funds › APPLE INC TRIM 0.8% -0.1% 4.8 16,669 -1,505 5
DAL funds › DELTA AIR LINES INC ADD 0.8% +0.1% 4.8 50,968 +125 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.8% +0.4% 4.7 13,725 +309 5
DSL funds › DOUBLELINE INCOME SOLUTIONS TRIM 0.8% -0.2% 4.7 422,950 -38,947 5
SNOW funds › SNOWFLAKE INC TRIM 0.8% +0.2% 4.5 17,852 -325 5
SOXX funds › ISHARES TR TRIM 0.8% +0.3% 4.4 6,799 -584 5
ABCL funds › ABCELLERA BIOLOGICS INC ADD 0.7% +0.4% 4.3 551,583 +5,500 5
DBL funds › DOUBLELINE OPPORTUNISTIC CR ADD 0.7% -0.1% 4.2 295,245 +13,396 5
VRNS funds › VARONIS SYS INC HOLD 0.7% +0.3% 4.1 97,576 +0 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.7% -0.0% 3.8 17,668 +298 5
ARCC funds › ARES CAPITAL CORP ADD 0.6% -0.0% 3.6 194,385 +22,413 5
V funds › VISA INC ADD 0.6% +0.0% 3.6 10,491 +692 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.6% -0.2% 3.5 8,917 +648 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.6% -0.2% 3.5 66,618 -32 5
GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM 0.6% -0.2% 3.5 76,426 -44 5
SHOP funds › SHOPIFY INC ADD 0.6% +0.0% 3.5 30,407 +5,596 5
BCX funds › BLACKROCK RES & COMMODITIES TRIM 0.6% -0.2% 3.5 306,015 -17,223 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.6% -0.2% 3.4 6,729 -21 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.6% -0.1% 3.4 21,350 +0 5
AVAV funds › AEROVIRONMENT INC ADD 0.5% -0.1% 3.1 19,061 +754 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.5% -0.1% 3.1 6,201 +0 5
VTI funds › VANGUARD INDEX FDS TRIM 0.5% -0.0% 3.0 7,975 -94 3
ABBV funds › ABBVIE INC ADD 0.5% +0.0% 2.9 11,595 +811 5
VO funds › VANGUARD INDEX FDS ADD 0.5% -0.0% 2.8 35,023 +26,272 5
AVGO funds › BROADCOM INC TRIM 0.5% +0.0% 2.8 7,433 -191 5
NEA funds › NUVEEN AMT FREE QLTY MUN INC ADD 0.5% +0.0% 2.8 237,833 +34,210 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.5% +0.1% 2.8 9,810 +3,175 5
DB funds › DEUTSCHE BK AG TRIM 0.5% -0.0% 2.7 80,337 -895 5
QCOM funds › QUALCOMM INC TRIM 0.5% -0.0% 2.7 14,641 -4,234 5
VBR funds › VANGUARD INDEX FDS ADD 0.5% -0.0% 2.7 11,067 +119 5
CAT funds › CATERPILLAR INC TRIM 0.5% +0.1% 2.7 2,522 -80 5
BBN funds › BLACKROCK TAX MUNICPAL BD TR ADD 0.5% -0.1% 2.7 164,884 +8,647 5
HIMS funds › HIMS & HERS HEALTH INC TRIM 0.4% +0.1% 2.6 74,633 -1,330 5
ACHR funds › ARCHER AVIATION INC ADD 0.4% -0.1% 2.6 540,296 +1,000 5
BAC funds › BANK OF AMER CORP TRIM 0.4% -0.0% 2.5 44,143 -787 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.4% +0.1% 2.5 15,686 +3,684 5
IBB funds › ISHARES TR TRIM 0.4% -0.0% 2.5 12,950 -150 5
CORT funds › CORCEPT THERAPEUTICS INC TRIM 0.4% +0.2% 2.4 28,000 -3,000 5
WMT funds › WALMART INC ADD 0.4% -0.1% 2.4 21,175 +377 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.4% -0.0% 2.4 7,011 -17 5
GLD funds › SPDR GOLD TR ADD 0.4% -0.1% 2.3 6,278 +177 5
LLY funds › ELI LILLY & CO ADD 0.4% +0.1% 2.3 1,918 +192 5
VST funds › VISTRA CORP NEW 0.4% +0.4% 2.3 14,347 +14,347 1
NOW funds › SERVICENOW INC ADD 0.4% +0.1% 2.3 22,761 +9,885 5
IGV funds › ISHARES TR ADD 0.4% +0.1% 2.2 24,762 +8,633 5
DIS funds › DISNEY WALT CO TRIM 0.4% -0.1% 2.2 22,928 -331 5
ET funds › ENERGY TRANSFER L P ADD 0.4% -0.1% 2.2 115,430 +1,003 5
VOO funds › VANGUARD INDEX FDS ADD 0.4% -0.0% 2.2 3,134 +63 3
INTC funds › INTEL CORP TRIM 0.4% +0.2% 2.1 15,293 -2,900 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.4% -0.0% 2.1 6,273 -1,652 5
BX funds › BLACKSTONE INC TRIM 0.4% -0.1% 2.1 17,428 -41 5
PEP funds › PEPSICO INC ADD 0.4% -0.1% 2.0 15,102 +140 5
NFLX funds › NETFLIX INC. TRIM 0.3% -0.2% 2.0 28,271 -549 5
UNP funds › UNION PAC CORP TRIM 0.3% -0.0% 2.0 7,322 -92 5
TTE funds › TOTALENERGIES SE TRIM 0.3% -0.1% 2.0 25,103 -452 3
XLF funds › SELECT SECTOR SPDR TR ADD 0.3% -0.0% 1.9 36,351 +25 5
CSCO funds › CISCO SYS INC ADD 0.3% +0.1% 1.9 16,446 +334 5
MELI funds › MERCADOLIBRE INC ADD 0.3% +0.1% 1.9 1,137 +487 3
NEM funds › NEWMONT CORP TRIM 0.3% -0.2% 1.9 20,563 -1,298 5
ANET funds › ARISTA NETWORKS INC ADD 0.3% +0.1% 1.9 11,201 +913 5
ASML funds › ASML HLDG NV ADD 0.3% +0.1% 1.8 919 +29 5
ORCL funds › ORACLE CORP ADD 0.3% -0.0% 1.8 12,474 +714 5
ENTG funds › ENTEGRIS INC NEW 0.3% +0.3% 1.8 9,980 +9,980 1
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.3% -0.0% 1.8 2,392 +7 5
USMV funds › ISHARES TR ADD 0.3% -0.0% 1.8 18,164 +31 5
BABA funds › ALIBABA GROUP HLDG LTD TRIM 0.3% -0.2% 1.7 17,756 -3,601 5
OBDC funds › BLUE OWL CAPITAL CORPORATION TRIM 0.3% -0.2% 1.7 152,486 -40,908 5
MA funds › MASTERCARD INCORPORATED ADD 0.3% -0.0% 1.7 3,312 +416 5
NOC funds › NORTHROP GRUMMAN CORP ADD 0.3% -0.2% 1.7 3,309 +87 5
REGN funds › REGENERON PHARMACEUTICALS TRIM 0.3% -0.1% 1.7 2,696 -19 5
NUVB funds › NUVATION BIO INC ADD 0.3% +0.0% 1.7 293,417 +3,000 5
NVO funds › NOVO-NORDISK A S ADD 0.3% +0.1% 1.6 33,631 +9,442 5
VUG funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 1.6 18,002 +15,012 5
ADBE funds › ADOBE INC TRIM 0.3% -0.1% 1.5 7,527 -494 5
LRCX funds › LAM RESEARCH CORP TRIM 0.3% +0.1% 1.5 3,557 -146 5
DKS funds › DICKS SPORTING GOODS INC HOLD 0.3% -0.0% 1.5 6,685 +0 5
ILMN funds › ILLUMINA INC TRIM 0.3% +0.0% 1.5 8,515 -810 5
RTX funds › RTX CORPORATION ADD 0.3% -0.0% 1.5 7,761 +145 5
XBI funds › SPDR SERIES TRUST TRIM 0.3% -0.0% 1.5 9,189 -900 5
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.0% 1.5 1,970 +68 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 1.4 3,453 +86 4
UPS funds › UNITED PARCEL SVCS INC TRIM 0.2% -0.0% 1.4 13,273 -256 5
MQY funds › BLACKROCK MUNIYILD QULT FD I HOLD 0.2% -0.0% 1.4 121,927 +0 2
PG funds › PROCTER & GAMBLE CO ADD 0.2% -0.0% 1.4 9,683 +38 4
MMM funds › 3M CO TRIM 0.2% -0.0% 1.4 8,719 -144 5
DHI funds › D R HORTON INC TRIM 0.2% +0.0% 1.4 8,502 -40 3
BIDU funds › BAIDU INC TRIM 0.2% -0.0% 1.4 12,086 -450 5
HD funds › HOME DEPOT INC ADD 0.2% -0.0% 1.4 3,898 +46 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.2% -0.1% 1.4 4,730 +169 5
NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD 0.2% +0.0% 1.4 59,266 +6,245 5
EOG funds › EOG RES INC TRIM 0.2% -0.1% 1.4 10,472 -240 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.2% -0.1% 1.4 18,761 -5,032 5
EBAY funds › EBAY INC. TRIM 0.2% +0.0% 1.3 12,055 -225 5
TREE funds › LENDINGTREE INC TRIM 0.2% -0.1% 1.3 30,150 -2,650 5
C funds › CITIGROUP INC HOLD 0.2% +0.0% 1.3 9,511 +0 5
PAYX funds › PAYCHEX INC ADD 0.2% -0.0% 1.3 13,473 +603 3
CL funds › COLGATE PALMOLIVE CO TRIM 0.2% -0.0% 1.3 14,422 -259 4
GBIL funds › GOLDMAN SACHS ETF TR ADD 0.2% +0.0% 1.3 12,968 +2,508 5
BLDR funds › BUILDERS FIRSTSOURCE INC ADD 0.2% +0.1% 1.3 14,450 +6,425 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.1% 1.3 14,373 +5,219 5
NBIS funds › NEBIUS GROUP N.V. TRIM 0.2% +0.1% 1.3 4,550 -550 5
MRK funds › MERCK & CO INC TRIM 0.2% -0.0% 1.2 9,435 -194 5
HTFL funds › HEARTFLOW INC HOLD 0.2% +0.0% 1.2 41,159 +0 2
MBLY funds › MOBILEYE GLOBAL INC TRIM 0.2% +0.0% 1.2 123,540 -12,000 5
NU funds › NU HLDGS LTD ADD 0.2% -0.1% 1.2 88,387 +1,105 5
ARM funds › ARM HOLDINGS PLC TRIM 0.2% +0.1% 1.2 3,319 -312 2
PFE funds › PFIZER INC ADD 0.2% -0.1% 1.2 48,637 +32 5
GE funds › GE AEROSPACE ADD 0.2% +0.1% 1.1 3,028 +1,250 5
GILD funds › GILEAD SCIENCES INC HOLD 0.2% -0.1% 1.1 8,947 +0 5
SBUX funds › STARBUCKS CORP TRIM 0.2% -0.0% 1.1 10,915 -914 5
FSK funds › FS KKR CAP CORP TRIM 0.2% -0.1% 1.1 101,751 -21,951 5
NUE funds › NUCOR CORP ADD 0.2% +0.0% 1.1 4,964 +74 2
GRID funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.0% 1.1 5,705 +718 5
ABT funds › ABBOTT LABORATORIES TRIM 0.2% -0.1% 1.1 12,022 -277 5
ENPH funds › ENPHASE ENERGY INC TRIM 0.2% -0.0% 1.1 21,932 -3,750 5
IWO funds › ISHARES TR ADD 0.2% +0.0% 1.1 2,735 +407 2
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.2% +0.1% 1.1 1,398 +57 5
ENVX funds › ENOVIX CORPORATION ADD 0.2% +0.0% 1.1 175,608 +2,000 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.2% +0.0% 1.1 4,683 +703 2
GEV funds › GE VERNOVA INC ADD 0.2% +0.1% 1.0 884 +386 5
COIN funds › COINBASE GLOBAL INC ADD 0.2% -0.1% 1.0 7,051 +210 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% -0.1% 1.0 5,783 +5,508 5
OXY funds › OCCIDENTAL PETE CORP TRIM 0.2% -0.1% 1.0 20,715 -326 5
IWM funds › ISHARES TR TRIM 0.2% +0.0% 1.0 3,281 -10 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.2% -0.1% 1.0 17,002 -1,794 5
UPST funds › UPSTART HLDGS INC HOLD 0.2% +0.0% 1.0 27,250 +0 5
TJX funds › TJX COS INC NEW HOLD 0.2% -0.0% 1.0 6,299 +0 5
KO funds › COCA COLA CO ADD 0.2% -0.0% 0.9 11,608 +133 2
VNQ funds › VANGUARD INDEX FDS HOLD 0.2% -0.0% 0.9 9,725 +0 5
GIS funds › GENERAL MILLS INC TRIM 0.2% -0.1% 0.9 26,931 -7,489 5
NTLA funds › INTELLIA THERAPEUTICS INC ADD 0.2% +0.0% 0.9 54,675 +200 5
MCD funds › MCDONALDS CORP ADD 0.2% -0.1% 0.9 3,398 +84 5
ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD 0.2% +0.0% 0.9 2,301 +0 5
EXE funds › EXPAND ENERGY CORPORATION ADD 0.1% -0.1% 0.9 9,499 +203 5
TBLA funds › TABOOLA.COM LTD TRIM 0.1% +0.0% 0.9 172,718 -450 5
STUB funds › STUBHUB HLDGS INC TRIM 0.1% +0.1% 0.8 65,944 -8,000 3
ABNB funds › AIRBNB INC TRIM 0.1% -0.0% 0.8 5,913 -444 5
Q funds › QNITY ELECTRONICS INC HOLD 0.1% +0.0% 0.8 5,169 +0 3
RDDT funds › REDDIT INC ADD 0.1% +0.0% 0.8 4,860 +845 3
CMPS funds › COMPASS PATHWAYS PLC TRIM 0.1% +0.1% 0.8 59,500 -1,500 5
FSLR funds › FIRST SOLAR INC HOLD 0.1% +0.0% 0.8 3,550 +0 5
ZTS funds › ZOETIS INC TRIM 0.1% -0.4% 0.8 11,637 -10,971 5
MO funds › ALTRIA GROUP INC TRIM 0.1% -0.0% 0.8 11,351 -351 5
FGD funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.0% 0.8 25,841 -1,161 5
DBA funds › INVESCO DB MULTI-SECTOR COMM TRIM 0.1% -0.0% 0.8 30,775 -3,000 5
FOUR funds › SHIFT4 PMTS INC ADD 0.1% -0.0% 0.8 16,765 +473 5
EFA funds › ISHARES TR ADD 0.1% +0.0% 0.8 7,635 +2,509 5
HUBS funds › HUBSPOT INC TRIM 0.1% -0.1% 0.8 4,345 -197 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.1% 0.8 1,632 +933 3
ETHE funds › GRAYSCALE ETHEREUM STAKING E ADD 0.1% -0.1% 0.8 60,671 +818 5
LOW funds › LOWES COS INC ADD 0.1% -0.0% 0.8 3,484 +224 5
PYPL funds › PAYPAL HLDGS INC TRIM 0.1% -0.0% 0.8 17,762 -1,992 5
EEM funds › ISHARES TR ADD 0.1% +0.0% 0.8 10,992 +6 5
XYZ funds › BLOCK INC TRIM 0.1% +0.0% 0.7 9,769 -585 5
CSX funds › CSX CORP TRIM 0.1% -0.0% 0.7 15,565 -540 5
TTAN funds › SERVICETITAN INC ADD 0.1% +0.0% 0.7 10,375 +2,160 4
SPYG funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.7 6,019 +0 3
MCK funds › MCKESSON CORP TRIM 0.1% -0.1% 0.7 944 -77 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.7 2,801 +111 5
MSCI funds › MSCI INC TRIM 0.1% -0.0% 0.7 1,260 -208 5
GVIP funds › GOLDMAN SACHS ETF TR ADD 0.1% +0.0% 0.7 3,696 +150 5
VLO funds › VALERO ENERGY CORP TRIM 0.1% -0.0% 0.7 2,618 -550 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.7 2,948 +2,948 1
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.2% 0.7 5,253 -3,066 5
AR funds › ANTERO RESOURCES CORP HOLD 0.1% -0.0% 0.7 18,550 +0 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.7 2,948 +2,948 1
IOVA funds › IOVANCE BIOTHERAPEUTICS INC ADD 0.1% +0.0% 0.6 151,846 +15,400 5
FNV funds › FRANCO NEV CORP ADD 0.1% -0.0% 0.6 2,970 +2 5
SRTA funds › STRATA CRITICAL MEDICAL INC TRIM 0.1% -0.0% 0.6 115,450 -28,600 5
MAR funds › MARRIOTT INTL INC NEW NEW 0.1% +0.1% 0.6 1,617 +1,617 1
BITB funds › BITWISE BITCOIN ETF TR HOLD 0.1% -0.0% 0.6 18,750 +0 5
CART funds › MAPLEBEAR INC TRIM 0.1% -0.0% 0.6 12,552 -5,000 5
VGK funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% -0.0% 0.6 6,640 +0 5
GRAB funds › GRAB HOLDINGS LIMITED ADD 0.1% -0.0% 0.6 153,250 +17,000 5
XLI funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.6 3,060 -200 5
IDXX funds › IDEXX LABS INC TRIM 0.1% -0.0% 0.6 1,064 -155 5
PCOR funds › PROCORE TECHNOLOGIES INC ADD 0.1% -0.1% 0.5 13,425 +370 5
MKL funds › MARKEL GROUP INC HOLD 0.1% -0.0% 0.5 277 +0 5
BTC funds › GRAYSCALE BITCOIN MINI TR ET TRIM 0.1% -0.0% 0.5 20,682 -36 5
BN funds › BROOKFIELD CORP HOLD 0.1% -0.0% 0.5 12,321 +0 5
EMB funds › ISHARES TR ADD 0.1% -0.0% 0.5 5,395 +14 5
DHR funds › DANAHER CORP DEL HOLD 0.1% -0.0% 0.5 2,675 +0 5
CSGP funds › COSTAR GROUP INC TRIM 0.1% -0.1% 0.5 17,757 -4,039 5
WFC funds › WELLS FARGO & CO HOLD 0.1% -0.0% 0.5 5,945 +0 2
MCHI funds › ISHARES TR TRIM 0.1% -0.1% 0.5 9,600 -4,583 5
HYS funds › PIMCO ETF TR ADD 0.1% -0.0% 0.5 5,230 +669 5
CUSIP:33718W103 funds › FIRST TR INTER DURATN PFD & TRIM 0.1% -0.0% 0.5 26,091 -130 5
WDAY funds › WORKDAY INC TRIM 0.1% -0.0% 0.5 3,826 -1,032 5
PAGS funds › PAGSEGURO DIGITAL LTD TRIM 0.1% -0.0% 0.5 50,566 -2,139 5
CNC funds › CENTENE CORP DEL HOLD 0.1% +0.0% 0.5 7,087 +0 5
DD funds › DUPONT DE NEMOURS INC NEW 0.1% +0.1% 0.4 3,307 +3,307 1
MUC funds › BLACKROCK MUNIHLDNGS CALI HOLD 0.1% -0.0% 0.4 40,614 +0 5
LUNR funds › INTUITIVE MACHINES INC NEW 0.1% +0.1% 0.4 20,700 +20,700 1
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -0.0% 0.4 956 -8 5
A funds › AGILENT TECHNOLOGIES INC ADD 0.1% -0.0% 0.4 3,254 +2 4
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.1% -0.0% 0.4 8,436 +361 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.4 459 +38 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.4 1,427 +1,427 1
AMGN funds › AMGEN INC ADD 0.1% -0.0% 0.4 1,162 +103 5
XLP funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.4 4,915 +4,915 1
ARMH funds › PRECIDIAN ETFS TR NEW 0.1% +0.1% 0.4 2,688 +2,688 1
OTIS funds › OTIS WORLDWIDE CORP ADD 0.1% -0.0% 0.4 5,631 +13 4
INDA funds › ISHARES TR HOLD 0.1% -0.0% 0.4 8,150 +0 5
HSY funds › HERSHEY CO TRIM 0.1% -0.0% 0.4 2,284 -191 5
SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD 0.1% -0.0% 0.4 4,508 +0 3
SNPS funds › SYNOPSYS INC TRIM 0.1% -0.1% 0.4 881 -979 4
CB funds › CHUBB LIMITED ADD 0.1% -0.0% 0.4 1,144 +99 4
DBC funds › INVESCO DB COMMDY INDX TRCK HOLD 0.1% -0.0% 0.4 14,450 +0 5
TXG funds › 10X GENOMICS INC TRIM 0.1% +0.0% 0.4 10,000 -3,500 3
RLAY funds › RELAY THERAPEUTICS INC TRIM 0.1% -0.0% 0.4 20,225 -22,000 5
NKTR funds › NEKTAR THERAPEUTICS NEW 0.1% +0.1% 0.4 5,400 +5,400 1
SLV funds › ISHARES SILVER TR HOLD 0.1% -0.0% 0.4 6,985 +0 5
VDE funds › VANGUARD WORLD FD ADD 0.1% -0.0% 0.4 2,455 +8 5
AON funds › AON PLC TRIM 0.1% -0.1% 0.4 1,109 -1,954 5
BBCQ funds › BLEICHROEDER ACQUISITI CORP NEW 0.1% +0.1% 0.4 35,000 +35,000 1
QQQE funds › DIREXION SHARES ETF TRUST ADD 0.1% +0.0% 0.4 2,924 +2 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.1% +0.1% 0.4 366 +366 1
CME funds › CME GROUP INC ADD 0.1% -0.0% 0.4 1,598 +4 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.0% 0.3 2,207 -229 5
TLT funds › ISHARES TR HOLD 0.1% -0.0% 0.3 4,013 +0 5
ATI funds › ATI INC NEW 0.1% +0.1% 0.3 1,758 +1,758 1
EMR funds › EMERSON ELEC CO ADD 0.1% +0.0% 0.3 2,419 +183 5
LNC funds › LINCOLN NATL CORP IND ADD 0.1% -0.0% 0.3 9,785 +13 5
IOT funds › SAMSARA INC ADD 0.1% -0.0% 0.3 10,649 +560 4
UHAL funds › U HAUL HOLDING COMPANY HOLD 0.1% +0.0% 0.3 5,263 +0 5
IVES funds › WEDBUSH SER TR NEW 0.1% +0.1% 0.3 9,005 +9,005 1
LULU funds › LULULEMON ATHLETICA INC TRIM 0.1% -0.0% 0.3 2,950 -20 5
LAB funds › STANDARD BIOTOOLS INC HOLD 0.1% -0.0% 0.3 404,702 +0 5
CRSP funds › CRISPR THERAPEUTICS AG ADD 0.1% +0.0% 0.3 6,057 +212 5
PCQ funds › PIMCO CALIF MUN INCOME FD HOLD 0.1% -0.0% 0.3 36,072 +0 4
DASH funds › DOORDASH INC ADD 0.1% +0.0% 0.3 1,760 +150 3
IONQ funds › IONQ INC NEW 0.1% +0.1% 0.3 6,075 +6,075 1
TSN funds › TYSON FOODS INC ADD 0.1% -0.0% 0.3 5,630 +7 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.1% -0.0% 0.3 8,750 +0 2
IJH funds › ISHARES TR HOLD 0.1% -0.0% 0.3 4,167 +0 3
BIL funds › SPDR SERIES TRUST TRIM 0.1% -0.2% 0.3 3,501 -8,506 2
IVV funds › ISHARES TR HOLD 0.1% -0.0% 0.3 414 +0 5
NVS funds › NOVARTIS AG TRIM 0.1% -0.0% 0.3 1,962 -937 5
NAC funds › NUVEEN CA DIVI ADV MUN HOLD 0.1% -0.0% 0.3 25,000 +0 5
SPLV funds › INVESCO EXCH TRADED FD TR II ADD 0.1% -0.0% 0.3 4,061 +6 5
T funds › AT&T INC TRIM 0.1% -0.0% 0.3 14,684 -953 5
MCVT funds › MILLER INVT TR NEW 0.1% +0.1% 0.3 10,657 +10,657 1
NET funds › CLOUDFLARE INC NEW 0.1% +0.1% 0.3 1,229 +1,229 1
RH funds › RH HOLD 0.1% -0.0% 0.3 1,825 +0 5
ZS funds › ZSCALER INC ADD 0.1% -0.0% 0.3 2,120 +233 5
SYK funds › STRYKER CORPORATION NEW 0.1% +0.1% 0.3 946 +946 1
DGII funds › DIGI INTL INC NEW 0.0% +0.0% 0.3 3,680 +3,680 1
FETH funds › FIDELITY ETHEREUM FD ADD 0.0% -0.0% 0.3 17,466 +1,900 2
CUSIP:75524B104 funds › RBC BEARINGS INC HOLD 0.0% +0.0% 0.3 425 +0 5
SPYV funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.3 4,500 +0 3
CWST funds › CASELLA WASTE SYS INC HOLD 0.0% +0.0% 0.3 2,810 +0 5
FDX funds › FEDEX CORP HOLD 0.0% -0.0% 0.3 860 +0 5
ESE funds › ESCO TECHNOLOGIES INC TRIM 0.0% +0.0% 0.3 760 -25 2
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.0% -0.0% 0.3 1,591 +3 3
AMLP funds › ALPS ETF TR ADD ETP 0.0% -0.0% 0.3 5,066 +52 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.0% -0.0% 0.3 519 +56 5
PSQ funds › PROSHARES TR ADD 0.0% -0.0% 0.3 10,381 +3,500 3
DDOG funds › DATADOG INC NEW 0.0% +0.0% 0.3 994 +994 1
FPE funds › FIRST TR EXCH TRADED FD III HOLD 0.0% -0.0% 0.3 14,228 +0 3
CUSIP:25809KAB1 funds › DOORDASH INC NEW 0.0% +0.0% 0.2 253 +253 1
AAON funds › AAON INC NEW Common Stock 0.0% +0.0% 0.2 1,941 +1,941 1
AFRM funds › AFFIRM HLDGS INC NEW 0.0% +0.0% 0.2 2,966 +2,966 1
IEMG funds › ISHARES INC HOLD 0.0% +0.0% 0.2 2,918 +0 2
ROL funds › ROLLINS INC TRIM 0.0% -0.0% 0.2 5,790 -595 2
IYF funds › ISHARES TR HOLD 0.0% -0.0% 0.2 1,870 +0 3
CUSIP:10316TAD6 funds › BOX INC NEW 0.0% +0.0% 0.2 242 +242 1
CUSIP:595017BG8 funds › MICROCHIP TECHNOLOGY INC. NEW 0.0% +0.0% 0.2 215 +215 1
IXJ funds › ISHARES TR NEW 0.0% +0.0% 0.2 2,400 +2,400 1
EDIV funds › SPDR INDEX SHS FDS ADD 0.0% -0.0% 0.2 5,763 +21 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD NEW 0.0% +0.0% 0.2 5,200 +5,200 1
MRCY funds › MERCURY SYS INC NEW 0.0% +0.0% 0.2 1,895 +1,895 1
BNY funds › BANK OF NY MELLON CORP NEW 0.0% +0.0% 0.2 1,602 +1,602 1
CUSIP:393657AM3 funds › GREENBRIER COS INC NEW 0.0% +0.0% 0.2 199 +199 1
NOVT funds › NOVANTA INC NEW 0.0% +0.0% 0.2 1,405 +1,405 1
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.2 3,796 +0 4
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.2 557 +557 1
RGEN funds › REPLIGEN CORP NEW 0.0% +0.0% 0.2 1,585 +1,585 1
LMAT funds › LEMAITRE VASCULAR INC ADD 0.0% -0.0% 0.2 2,250 +210 2
HWM funds › HOWMET AEROSPACE INC NEW 0.0% +0.0% 0.2 795 +795 1
PAVE funds › GLOBAL X FDS NEW 0.0% +0.0% 0.2 3,621 +3,621 1
SOXL funds › DIREXION SHARES ETF TRUST NEW 0.0% +0.0% 0.2 790 +790 1
BCPC funds › BALCHEM CORP HOLD 0.0% -0.0% 0.2 1,245 +0 2
FSV funds › FIRSTSERVICE CORP NEW NEW 0.0% +0.0% 0.2 1,475 +1,475 1
CUSIP:26210CAD6 funds › DROPBOX INC NEW 0.0% +0.0% 0.2 208 +208 1
IWD funds › ISHARES TR NEW 0.0% +0.0% 0.2 859 +859 1
JHSC funds › JOHN HANCOCK EXCHANGE TRADED NEW 0.0% +0.0% 0.2 4,227 +4,227 1
DOCU funds › DOCUSIGN INC TRIM 0.0% -0.0% 0.2 4,618 -271 5
MBB funds › ISHARES TR HOLD 0.0% -0.0% 0.2 2,134 +0 2
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.2 1,307 +1,307 1
BA funds › BOEING CO NEW 0.0% +0.0% 0.2 927 +927 1
JOBY funds › JOBY AVIATION INC HOLD 0.0% -0.0% 0.2 22,450 +0 5
KYN funds › KAYNE ANDERSON ENERGY INFRST HOLD 0.0% -0.0% 0.2 13,250 +0 5
STNE funds › STONECO LTD HOLD 0.0% -0.0% 0.1 10,050 +0 5
TEI funds › TEMPLETON EMERGING MKTS INCO ADD 0.0% +0.0% 0.1 12,816 +709 2
PLUG funds › PLUG PWR INC HOLD 0.0% +0.0% 0.0 13,900 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.3% 0.0 0 -5,966 0
CUSIP:60879E119 funds › MOMENTUS INC HOLD 0.0% -0.0% 0.0 33,255 +0 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.1% 0.0 0 -1,677 0
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -1,555 0
SLB funds › SLB LIMITED EXIT 0.0% -0.0% 0.0 0 -4,200 0
MOS funds › MOSAIC CO EXIT 0.0% -0.0% 0.0 0 -7,900 0
CUSIP:M8744T114 funds › TABOOLA.COM LTD EXIT 0.0% -0.0% 0.0 0 -63,500 0
NXPI funds › NXP SEMICONDUCTORS N V EXIT 0.0% -0.1% 0.0 0 -1,538 0
FWONK funds › LIBERTY MEDIA CORP DEL EXIT 0.0% -0.0% 0.0 0 -2,825 0
CUSIP:22053A107 funds › QUINCE THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -53,312 0
NOK funds › NOKIA CORP EXIT 0.0% -0.0% 0.0 0 -10,000 0
SH funds › PROSHARES TR EXIT 0.0% -0.1% 0.0 0 -12,547 0
MDB funds › MONGODB INC EXIT 0.0% -0.1% 0.0 0 -2,219 0
CUSIP:09263B116 funds › BLACKSKY TECHNOLOGY INC HOLD 0.0% +0.0% 0.0 35,994 +0 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.1% 0.0 0 -9,939 0
SQQQ funds › PROSHARES TR EXIT 0.0% -0.1% 0.0 0 -4,000 0
LIN funds › LINDE PLC EXIT 0.0% -0.0% 0.0 0 -404 0
AEM funds › AGNICO EAGLE MINES LTD EXIT 0.0% -0.1% 0.0 0 -1,269 0
OTF funds › BLUE OWL TECHNOLOGY FIN CORP EXIT 0.0% -0.1% 0.0 0 -36,891 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 578 316 0.12 30% 0.014 0.267 in
2026Q1 490 290 0.09 29% 0.013 0.298 in
2025Q4 517 285 0.11 30% 0.014 0.252 in
2025Q3 516 279 0.10 29% 0.014 0.264 in
2025Q2 463 279 0.11 27% 0.012 0.249 entered
2025Q1 405 273 0.00 25% 0.012 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