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☆DEBUSSY CAPITAL MANAGEMENT LP

CIK 0001682021 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
6
Excess Return
-3.4%

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Quarter
Activity this period
Security type

Holdings · 282 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VNQ funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -18,994 0 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -0.0% 0.0 0 -813 0 —
☆NAK funds › NORTHERN DYNASTY MINERALS LT EXIT — 0.0% -0.0% 0.0 0 -20,000 0 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -3,807 0 —
☆ARKB funds › ARK 21SHARES BITCOIN ETF EXIT — 0.0% -0.2% 0.0 0 -57,188 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.1% 0.0 0 -4,248 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.2% 0.0 0 -7,994 0 —
☆CUSIP:000000000 funds › None NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -0.2% 0.0 0 -3,405 0 —
☆MU funds › MICRON TECHNOLOGY INC EXIT — 0.0% -0.1% 0.0 0 -2,410 0 +565.1%
☆VBR funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -1,383 0 —
☆IYW funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -8,527 0 —
☆DE funds › DEERE & CO EXIT — 0.0% -0.9% 0.0 0 -12,106 0 —
☆DHS funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -5,383 0 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI EXIT — 0.0% -0.0% 0.0 0 -719 0 +23.2%
☆IGM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,595 0 +22.0%
☆NSC funds › NORFOLK SOUTHN CORP EXIT — 0.0% -0.1% 0.0 0 -2,025 0 —
☆CSX funds › CSX CORP EXIT — 0.0% -0.0% 0.0 0 -6,241 0 +23.9%
☆XTIA funds › XTI AEROSPACE INC EXIT — 0.0% -0.0% 0.0 0 -11,000 0 +30.0%
☆BZAI funds › BLAIZE HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -37,439 0 —
☆XLY funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -3,699 0 —
☆SLB funds › SLB LIMITED EXIT — 0.0% -0.5% 0.0 0 -64,588 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.4% 0.0 0 -90,611 0 —
☆C funds › CITIGROUP INC EXIT — 0.0% -0.0% 0.0 0 -2,495 0 +34.2%
☆DDOG funds › DATADOG INC EXIT — 0.0% -0.0% 0.0 0 -2,934 0 —
☆IWD funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,332 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF EXIT — 0.0% -0.1% 0.0 0 -14,096 0 —
☆AXP funds › AMERICAN EXPRESS CO EXIT — 0.0% -0.0% 0.0 0 -1,039 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.0% 0.0 0 -662 0 -45.3%
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.2% 0.0 0 -10,058 0 —
☆VGT funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -1,337 0 —
☆GRNJ funds › TIDAL TRUST III EXIT — 0.0% -0.1% 0.0 0 -16,690 0 -1.4%
☆LLY funds › ELI LILLY & CO EXIT — 0.0% -1.2% 0.0 0 -9,656 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC EXIT — 0.0% -0.2% 0.0 0 -2,542 0 —
☆REFI funds › CHICAGO ATLANTIC REAL ESTATE EXIT — 0.0% -0.0% 0.0 0 -10,095 0 -29.7%
☆NTRS funds › NORTHERN TR CORP EXIT — 0.0% -0.1% 0.0 0 -4,660 0 —
☆IYH funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -12,733 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.2% 0.0 0 -4,581 0 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -4,288 0 —
☆EFA funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -7,730 0 —
☆IVV funds › ISHARES TR EXIT — 0.0% -0.7% 0.0 0 -7,340 0 —
☆VIS funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -1,075 0 +10.1%
☆VDE funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -1,189 0 +31.9%
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -0.7% 0.0 0 -25,764 0 —
☆LRCX funds › LAM RESEARCH CORP EXIT — 0.0% -0.1% 0.0 0 -3,599 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.0% 0.0 0 -4,625 0 -50.7% re-entry
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -9,508 0 —
☆RDDT funds › REDDIT INC EXIT — 0.0% -0.0% 0.0 0 -2,131 0 —
☆SCHE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.6% 0.0 0 -126,019 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -2.4% 0.0 0 -255,271 0 —
☆MO funds › ALTRIA GROUP INC EXIT — 0.0% -0.1% 0.0 0 -8,065 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -0.1% 0.0 0 -846 0 —
☆PCQ funds › PIMCO CALIF MUN INCOME FD EXIT — 0.0% -0.0% 0.0 0 -30,883 0 -8.9%
☆HALO funds › HALOZYME THERAPEUTICS INC EXIT — 0.0% -0.2% 0.0 0 -24,499 0 —
☆SCHM funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.6% 0.0 0 -131,751 0 —
☆KRMD funds › KORU MEDICAL SYSTEMS INC EXIT — 0.0% -0.0% 0.0 0 -29,885 0 —
☆ADI funds › ANALOG DEVICES INC EXIT — 0.0% -0.0% 0.0 0 -765 0 +212.6%
☆VDC funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -2,252 0 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -3,378 0 —
☆XHE funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -4,279 0 —
☆ARKK funds › ARK ETF TR EXIT — 0.0% -0.0% 0.0 0 -5,210 0 —
☆AAAU funds › GOLDMAN SACHS PHYSICAL GOLD EXIT — 0.0% -0.5% 0.0 0 -85,089 0 +16.6%
☆ROBT funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.1% 0.0 0 -13,030 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.1% 0.0 0 -2,237 0 —
☆ESGU funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,647 0 —
☆GOOGL funds › ALPHABET INC EXIT — 0.0% -2.7% 0.0 0 -69,033 0 —
☆SPTS funds › SPDR SERIES TRUST EXIT — 0.0% -0.3% 0.0 0 -81,675 0 —
☆GS funds › GOLDMAN SACHS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -335 0 +30.1%
☆AAXJ funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,915 0 —
☆CSCO funds › CISCO SYS INC EXIT — 0.0% -0.1% 0.0 0 -5,844 0 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -4,755 0 —
☆LYFT funds › LYFT INC EXIT — 0.0% -0.0% 0.0 0 -16,128 0 —
☆URGN funds › UROGEN PHARMA LTD EXIT — 0.0% -0.0% 0.0 0 -15,661 0 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -8,035 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.0% 0.0 0 -1,233 0 -69.1%
☆PLG funds › PLATINUM GROUP METALS LTD EXIT — 0.0% -0.0% 0.0 0 -24,000 0 —
☆ACWI funds › ISHARES TR EXIT — 0.0% -0.7% 0.0 0 -39,054 0 —
☆VTI funds › VANGUARD INDEX FDS EXIT — 0.0% -1.1% 0.0 0 -24,353 0 —
☆IJR funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -11,832 0 —
☆OEF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,586 0 —
☆SPMD funds › SPDR SERIES TRUST EXIT — 0.0% -1.2% 0.0 0 -147,263 0 —
☆VHT funds › VANGUARD WORLD FD EXIT — 0.0% -0.2% 0.0 0 -6,390 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.0% 0.0 0 -272 0 -18.1%
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.1% 0.0 0 -7,774 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.1% 0.0 0 -2,198 0 —
☆CEV funds › EATON VANCE CALIF MUN INCOM EXIT — 0.0% -0.1% 0.0 0 -39,103 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.4% 0.0 0 -21,524 0 —
☆RPM funds › RPM INTL INC EXIT — 0.0% -0.0% 0.0 0 -2,741 0 —
☆UPS funds › UNITED PARCEL SVCS INC EXIT — 0.0% -0.7% 0.0 0 -47,899 0 —
☆FNDE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.4% 0.0 0 -69,431 0 —
☆XLU funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -13,215 0 —
☆IAU funds › ISHARES GOLD TR EXIT — 0.0% -1.4% 0.0 0 -115,195 0 —
☆IYE funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -8,974 0 +19.1%
☆FIGR funds › FIGURE TECHNOLOGY SOLUTIO EXIT — 0.0% -0.1% 0.0 0 -15,894 0 -19.4%
☆AUSM funds › ALLSPRING EXCHANGE TRADED FU EXIT — 0.0% -0.1% 0.0 0 -15,040 0 -19.2%
☆GCAL funds › GOLDMAN SACHS ETF TR EXIT — 0.0% -0.1% 0.0 0 -10,541 0 -22.2%
☆HYG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,649 0 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.8% 0.0 0 -120,305 0 —
☆SHYG funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -8,102 0 —
☆LULU funds › LULULEMON ATHLETICA INC EXIT — 0.0% -0.4% 0.0 0 -16,885 0 -69.9%
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -3.9% 0.0 0 -82,664 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC EXIT — 0.0% -0.1% 0.0 0 -2,216 0 —
☆VOX funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -3,322 0 —
☆KO funds › COCA COLA CO EXIT — 0.0% -0.0% 0.0 0 -4,514 0 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -2,133 0 +22.9%
☆XLF funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -16,779 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.1% 0.0 0 -6,918 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.2% 0.0 0 -5,811 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.2% 0.0 0 -6,830 0 —
☆AOMR funds › ANGEL OAK MORTGAGE REIT INC EXIT — 0.0% -0.1% 0.0 0 -113,287 0 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -5,040 0 +24.0%
☆IEFA funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -21,496 0 —
☆FLSW funds › FRANKLIN TEMPLETON ETF TR EXIT — 0.0% -0.0% 0.0 0 -6,764 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.0% 0.0 0 -343 0 +97.6%
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -1,705 0 —
☆CME funds › CME GROUP INC EXIT — 0.0% -0.1% 0.0 0 -2,503 0 —
☆FEZ funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.1% 0.0 0 -11,830 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.1% 0.0 0 -3,521 0 —
☆BOE funds › BLACKROCK ENHANCED GLOBAL EXIT — 0.0% -0.0% 0.0 0 -12,950 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.8% 0.0 0 -222,341 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -0.2% 0.0 0 -5,507 0 —
☆VB funds › VANGUARD INDEX FDS EXIT — 0.0% -0.3% 0.0 0 -8,155 0 —
☆LENZ funds › LENZ THERAPEUTICS INC EXIT — 0.0% -0.1% 0.0 0 -64,052 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.1% 0.0 0 -5,197 0 —
☆BIP funds › BROOKFIELD INFRASTRUCTURE PA EXIT — 0.0% -0.1% 0.0 0 -11,250 0 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.1% 0.0 0 -1 0 —
☆PGR funds › PROGRESSIVE CORP EXIT — 0.0% -0.0% 0.0 0 -1,192 0 —
☆IRT funds › INDEPENDENCE RLTY TR INC EXIT — 0.0% -0.0% 0.0 0 -16,182 0 —
☆WFC funds › WELLS FARGO & CO EXIT — 0.0% -0.0% 0.0 0 -3,173 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS EXIT — 0.0% -0.0% 0.0 0 -1,071 0 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -4,056 0 —
☆GLPI funds › GAMING & LEISURE P EXIT — 0.0% -0.6% 0.0 0 -96,128 0 —
☆V funds › VISA INC EXIT — 0.0% -0.8% 0.0 0 -19,317 0 —
☆PECO funds › PHILLIPS EDISON & CO INC EXIT — 0.0% -0.1% 0.0 0 -10,835 0 —
☆XLC funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -2,353 0 —
☆SRE funds › SEMPRA EXIT — 0.0% -0.1% 0.0 0 -3,744 0 —
☆GLW funds › CORNING INC EXIT — 0.0% -0.0% 0.0 0 -2,308 0 +220.3% re-entry
☆AMZN funds › AMAZON COM INC EXIT — 0.0% -0.6% 0.0 0 -20,951 0 —
☆USB funds › US BANCORP EXIT — 0.0% -0.1% 0.0 0 -8,403 0 —
☆IDEV funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -32,506 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.1% 0.0 0 -4,214 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -0.2% 0.0 0 -7,207 0 —
☆SPDW funds › SPDR INDEX SHS FDS EXIT — 0.0% -3.3% 0.0 0 -515,727 0 —
☆CVS funds › CVS HEALTH CORP EXIT — 0.0% -0.9% 0.0 0 -91,700 0 —
☆FNDX funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -19,602 0 —
☆MS funds › MORGAN STANLEY EXIT — 0.0% -0.1% 0.0 0 -5,166 0 —
☆ITOT funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -18,593 0 —
☆VO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.3% 0.0 0 -7,187 0 —
☆AMGN funds › AMGEN INC EXIT — 0.0% -2.3% 0.0 0 -46,681 0 —
☆PRAA funds › PRA GROUP INC EXIT — 0.0% -0.1% 0.0 0 -58,636 0 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 EXIT — 0.0% -0.0% 0.0 0 -352 0 —
☆FLAU funds › FRANKLIN TEMPLETON ETF TR EXIT — 0.0% -0.0% 0.0 0 -6,125 0 -46.3%
☆IMCV funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -27,109 0 —
☆ON funds › ON SEMICONDUCTOR CORP EXIT — 0.0% -1.1% 0.0 0 -129,197 0 —
☆UNH funds › UNITEDHEALTH GROUP INC EXIT — 0.0% -0.1% 0.0 0 -2,209 0 —
☆EZU funds › ISHARES INC EXIT — 0.0% -0.2% 0.0 0 -22,641 0 —
☆SUB funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -5,444 0 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.1% 0.0 0 -7,655 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -4,967 0 -43.7%
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.1% 0.0 0 -587 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.0% 0.0 0 -1,783 0 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.1% 0.0 0 -1,731 0 —
☆DSL funds › DOUBLELINE INCOME SOLUTIONS EXIT — 0.0% -0.0% 0.0 0 -10,100 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -1.2% 0.0 0 -12,551 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,215 0 —
☆NUE funds › NUCOR CORP EXIT — 0.0% -0.7% 0.0 0 -29,711 0 —
☆DVY funds › ISHARES TR EXIT — 0.0% -1.0% 0.0 0 -45,668 0 —
☆DNP funds › DNP SELECT INCOME FD INC EXIT — 0.0% -0.2% 0.0 0 -152,219 0 —
☆SCHG funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -10,689 0 -1.8%
☆VUG funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -990 0 —
☆EEMA funds › ISHARES INC EXIT — 0.0% -0.2% 0.0 0 -13,814 0 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT — 0.0% -0.2% 0.0 0 -21,484 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -2,945 0 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC EXIT — 0.0% -0.8% 0.0 0 -63,540 0 —
☆ALM funds › ALMONTY INDS INC EXIT — 0.0% -0.1% 0.0 0 -48,606 0 +476.4%
☆EWJ funds › ISHARES INC EXIT — 0.0% -0.1% 0.0 0 -9,865 0 —
☆DIA funds › STATE STR SPDR DOW JONES IND EXIT — 0.0% -0.1% 0.0 0 -1,065 0 —
☆SCHO funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.9% 0.0 0 -555,616 0 —
☆SPYM funds › SPDR SERIES TRUST EXIT — 0.0% -3.8% 0.0 0 -362,979 0 —
☆XLV funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -5,161 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.1% 0.0 0 -1,384 0 —
☆IJH funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -5,170 0 —
☆RSPG funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -2,089 0 +41.8%
☆STIP funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,372 0 -20.9%
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -1.3% 0.0 0 -21,706 0 —
☆EXC funds › EXELON CORP EXIT — 0.0% -0.0% 0.0 0 -6,356 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.1% 0.0 0 -19,607 0 —
☆IGV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,805 0 +35.5%
☆VCV funds › INVESCO CALIF VALUE MUN INCO EXIT — 0.0% -0.0% 0.0 0 -34,560 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -0.3% 0.0 0 -4,079 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.4% 0.0 0 -5,836 0 —
☆EWC funds › ISHARES INC EXIT — 0.0% -0.1% 0.0 0 -7,476 0 —
☆IVE funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -1,433 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -1.8% 0.0 0 -147,393 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS EXIT — 0.0% -0.5% 0.0 0 -55,823 0 —
☆XT funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -9,394 0 —
☆LWAY funds › LIFEWAY FOODS INC EXIT — 0.0% -0.0% 0.0 0 -11,008 0 +4.2%
☆TSLA funds › TESLA INC EXIT — 0.0% -1.1% 0.0 0 -21,736 0 —
☆SPSM funds › SPDR SERIES TRUST EXIT — 0.0% -1.2% 0.0 0 -172,345 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.0% 0.0 0 -904 0 -15.1%
☆IYC funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -5,064 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.6% 0.0 0 -6,675 0 —
☆APA funds › APA CORPORATION EXIT — 0.0% -0.0% 0.0 0 -4,784 0 +349.6%
☆MSI funds › MOTOROLA SOLUTIONS INC EXIT — 0.0% -0.1% 0.0 0 -888 0 —
☆PNR funds › PENTAIR PLC EXIT — 0.0% -0.5% 0.0 0 -38,189 0 —
☆SCHD funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -28,341 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.0% 0.0 0 -2,799 0 -75.7%
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -1.2% 0.0 0 -87,606 0 +138.8%
☆AVDV funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.3% 0.0 0 -18,774 0 —
☆SPEM funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.7% 0.0 0 -111,237 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.1% 0.0 0 -7,359 0 —
☆XLI funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -4,625 0 —
☆VT funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.2% 0.0 0 -10,936 0 —
☆GOOG funds › ALPHABET INC EXIT — 0.0% -0.7% 0.0 0 -17,111 0 —
☆NVDA funds › NVIDIA CORPORATION EXIT — 0.0% -2.9% 0.0 0 -119,726 0 —
☆SCHA funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.0% 0.0 0 -237,413 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.0% 0.0 0 -422 0 -11.0% re-entry
☆FXU funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.0% 0.0 0 -5,130 0 —
☆SCHF funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.7% 0.0 0 -506,326 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION EXIT — 0.0% -0.3% 0.0 0 -1,944 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC EXIT — 0.0% -0.1% 0.0 0 -2,168 0 —
☆IYJ funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,132 0 -14.0%
☆VFH funds › VANGUARD WORLD FD EXIT — 0.0% -0.2% 0.0 0 -10,150 0 —
☆IXP funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,233 0 -3.4%
☆FLAX funds › FRANKLIN TEMPLETON ETF TR EXIT — 0.0% -0.0% 0.0 0 -10,609 0 —
☆GBIL funds › GOLDMAN SACHS ETF TR EXIT — 0.0% -2.4% 0.0 0 -174,028 0 —
☆APO funds › APOLLO GLOBAL MGMT INC EXIT — 0.0% -0.1% 0.0 0 -3,405 0 —
☆EEM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -11,128 0 —
☆SCHH funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.3% 0.0 0 -111,181 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.4% 0.0 0 -23,291 0 —
☆JNJ funds › JOHNSON & JOHNSON EXIT — 0.0% -0.1% 0.0 0 -3,243 0 —
☆GALT funds › GALECTIN THERAPEUTICS INC EXIT — 0.0% -0.1% 0.0 0 -258,584 0 —
☆EBIZ funds › GLOBAL X FDS EXIT — 0.0% -0.1% 0.0 0 -18,546 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,046 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -2,600 0 -21.3%
☆UTG funds › REAVES UTIL INCOME FD EXIT — 0.0% -0.1% 0.0 0 -15,750 0 —
☆VPU funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -1,530 0 -15.5%
☆PFE funds › PFIZER INC EXIT — 0.0% -0.0% 0.0 0 -8,331 0 -61.0% re-entry
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -0.0% 0.0 0 -7,315 0 —
☆BNY funds › BANK NEW YORK MELLON CORP EXIT — 0.0% -2.5% 0.0 0 -153,489 0 —
☆AVY funds › AVERY DENNISON CORP EXIT — 0.0% -0.1% 0.0 0 -6,079 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.1% 0.0 0 -6,930 0 —
☆IVW funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -1,840 0 —
☆MOAT funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -2,226 0 —
☆MUC funds › BLACKROCK MUNIHLDNGS CALI EXIT — 0.0% -0.1% 0.0 0 -68,301 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.9% 0.0 0 -40,151 0 —
☆SCHX funds › SCHWAB STRATEGIC TR EXIT — 0.0% -2.0% 0.0 0 -552,463 0 —
☆GDX funds › VANECK ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -8,981 0 —
☆NTRL funds › FIRST TR EXCH TRADED FD III EXIT — 0.0% -0.0% 0.0 0 -13,762 0 —
☆FTXH funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.1% 0.0 0 -12,590 0 —
☆IYF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,163 0 —
☆RHI funds › ROBERT HALF INC. EXIT — 0.0% -0.4% 0.0 0 -110,964 0 —
☆COIN funds › COINBASE GLOBAL INC EXIT — 0.0% -0.3% 0.0 0 -14,486 0 —
☆FCX funds › FREEPORT MCMORAN INC EXIT — 0.0% -0.0% 0.0 0 -4,412 0 +119.0%
☆FNDF funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.5% 0.0 0 -76,923 0 —
☆UNP funds › UNION PAC CORP EXIT — 0.0% -0.0% 0.0 0 -1,002 0 —
☆AB funds › ALLIANCEBERNSTEIN HLDG L P EXIT — 0.0% -0.0% 0.0 0 -9,048 0 -18.1%
☆INTC funds › INTEL CORP EXIT — 0.0% -0.0% 0.0 0 -6,026 0 +3024.5% re-entry
☆IWR funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -14,464 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.4% 0.0 0 -8,869 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T EXIT — 0.0% -1.5% 0.0 0 -16,945 0 —
☆GRNY funds › TIDAL TRUST I EXIT — 0.0% -0.5% 0.0 0 -147,193 0 —
☆SCHB funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.8% 0.0 0 -228,098 0 —
☆AEM funds › AGNICO EAGLE MINES LTD EXIT — 0.0% -0.1% 0.0 0 -2,276 0 —
☆KYN funds › KAYNE ANDERSON ENERGY INFRST EXIT — 0.0% -0.0% 0.0 0 -22,034 0 —
☆AVUV funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.3% 0.0 0 -16,602 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -5.2% 0.0 0 -147,173 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -0.9% 0.0 0 -18,144 0 —
☆IYM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,273 0 +9.9%
☆CEF funds › SPROTT ASSET MANAGEMENT LP EXIT — 0.0% -0.0% 0.0 0 -4,855 0 +33.1%
☆ICLN funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -12,636 0 —
☆PH funds › PARKER-HANNIFIN CORP EXIT — 0.0% -0.1% 0.0 0 -582 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -4,071 0 —
☆PAAS funds › PAN AMERN SILVER CORP EXIT — 0.0% -0.1% 0.0 0 -11,186 0 —
☆WY funds › WEYERHAEUSER CO EXIT — 0.0% -0.0% 0.0 0 -11,949 0 —
☆SCHW funds › SCHWAB CHARLES CORP EXIT — 0.0% -2.1% 0.0 0 -159,402 0 —
☆BWA funds › BORGWARNER INC EXIT — 0.0% -2.6% 0.0 0 -343,010 0 —
☆PSBD funds › PALMER SQUARE CAPITAL BDC IN EXIT — 0.0% -0.2% 0.0 0 -167,776 0 —
☆DFUV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -10,494 0 —
☆EWU funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -10,981 0 —
☆SHY funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -4,176 0 -40.1%
☆IWS funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -1,405 0 -28.2%

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 0 0 0.50 0% 0.000 0.000 — left
2026Q1 723 281 0.06 32% 0.017 0.447 — in
2025Q4 735 278 0.06 31% 0.016 0.386 — in
2025Q3 707 279 0.07 29% 0.015 0.355 — in
2025Q2 666 296 0.09 28% 0.014 0.351 — entered
2025Q1 621 283 0.00 29% 0.016 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