Fund Universe

Radnor Capital Management, LLC

CIK 0001696867 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.326
AUM ($M)
712
Positions
312
Turnover
0.10
Top-10 wt
28%
Herfindahl
0.017
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 330 positions · portfolio value $712M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MRK funds › MERCK & CO INC TRIM 9.4% +0.1% 66.7 518,900 -543 5
AAPL funds › APPLE INC TRIM 3.0% +0.2% 21.1 72,931 -156 5
JPM funds › JPMORGAN CHASE & CO TRIM 2.5% +0.1% 18.1 55,263 -10 5
AZO funds › AUTOZONE INC TRIM 2.4% -0.3% 17.4 5,439 -5 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 2.3% +0.2% 16.2 57,701 -200 5
GEV funds › GE VERNOVA INC TRIM 2.2% +0.4% 15.5 13,196 -412 5
AXP funds › AMERICAN EXPRESS CO TRIM 1.8% +0.1% 12.5 37,050 -25 5
LLY funds › ELI LILLY & CO TRIM 1.6% +0.3% 11.3 9,442 -225 5
GOOGL funds › ALPHABET INC ADD 1.6% +0.2% 11.2 31,455 +2 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.5% -0.0% 10.8 42,628 -60 5
GE funds › GE AEROSPACE HOLD 1.5% +0.3% 10.8 28,948 +0 5
EMR funds › EMERSON ELEC CO ADD 1.5% +0.1% 10.4 72,663 +83 5
WSM funds › WILLIAMS SONOMA INC TRIM 1.4% +0.2% 10.3 44,051 -475 5
MSFT funds › MICROSOFT CORP ADD 1.4% -0.1% 10.1 26,950 +29 5
GLW funds › CORNING INC TRIM 1.3% +0.4% 9.5 37,362 -11,120 5
WMT funds › WALMART INC HOLD 1.1% -0.2% 8.2 72,051 +0 5
CAT funds › CATERPILLAR INC TRIM 1.1% +0.2% 7.6 7,091 -1,275 5
AFL funds › AFLAC INC TRIM Common Stock 1.1% +0.0% 7.5 63,786 -350 5
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 1.1% -0.1% 7.5 81,210 -1,180 5
ABBV funds › ABBVIE INC ADD 1.0% +0.2% 7.2 28,539 +4,670 5
SCHW funds › SCHWAB CHARLES CORP TRIM 1.0% -0.2% 7.0 75,710 -7,300 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD 0.9% +0.5% 6.8 7,000 +0 5
DCI funds › DONALDSON INC ADD 0.9% +0.0% 6.5 72,000 +2,710 5
AMZN funds › AMAZON COM INC ADD 0.9% +0.1% 6.4 26,843 +541 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.9% +0.1% 6.3 29,510 +2,057 5
CSCO funds › CISCO SYS INC HOLD 0.8% +0.2% 5.7 48,744 +0 5
MMM funds › 3M CO TRIM 0.8% +0.0% 5.6 34,553 -240 5
CB funds › CHUBB LIMITED HOLD 0.7% -0.0% 5.2 15,323 +0 5
CW funds › CURTISS WRIGHT CORP TRIM 0.6% +0.0% 4.6 6,082 -25 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.6% -0.1% 4.6 79,233 -465 5
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.6% -0.0% 4.4 16,162 +0 5
GOOG funds › ALPHABET INC TRIM 0.6% +0.1% 4.4 12,340 -110 5
SYK funds › STRYKER CORPORATION ADD 0.6% +0.0% 4.2 13,388 +1,383 5
CI funds › THE CIGNA GROUP TRIM 0.6% -0.0% 4.2 15,262 -74 5
WM funds › WASTE MGMT INC DEL HOLD 0.6% -0.0% 4.1 18,221 +0 5
V funds › VISA INC ADD 0.6% +0.1% 4.1 11,829 +282 5
DY funds › DYCOM INDS INC TRIM 0.6% -0.0% 4.0 7,863 -3,290 5
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.6% -0.1% 3.9 15,789 +0 5
PM funds › PHILIP MORRIS INTL INC HOLD 0.5% +0.0% 3.9 21,585 +0 5
CVS funds › CVS HEALTH CORP ADD 0.5% +0.2% 3.9 37,235 +5,320 5
P funds › EVERPURE INC ADD 0.5% +0.2% 3.8 48,828 +12,277 5
ILMN funds › ILLUMINA INC ADD 0.5% +0.1% 3.8 21,820 +50 5
PG funds › PROCTER & GAMBLE CO HOLD 0.5% -0.0% 3.8 26,052 +0 5
RTX funds › RTX CORPORATION TRIM 0.5% -0.0% 3.8 20,115 -54 5
QCOM funds › QUALCOMM INC ADD 0.5% +0.2% 3.6 19,602 +925 5
AON funds › AON PLC ADD 0.5% -0.0% 3.5 10,694 +147 5
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.5% -0.1% 3.5 26,633 -955 5
CVX funds › CHEVRON CORPORATION TRIM 0.5% -0.2% 3.5 21,267 -142 5
KO funds › COCA COLA CO HOLD 0.5% +0.0% 3.5 42,954 +0 5
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 0.5% +0.2% 3.5 77,201 -9,925 5
SPHR funds › SPHERE ENTERTAINMENT CO TRIM 0.5% +0.1% 3.5 19,951 -350 5
CPAY funds › CORPAY INC ADD 0.5% +0.0% 3.3 9,885 +24 5
IWF funds › ISHARES TR ADD 0.4% +0.0% 3.2 25,772 +19,329 5
PWR funds › QUANTA SVCS INC TRIM 0.4% -0.0% 3.2 4,433 -1,380 5
MO funds › ALTRIA GROUP INC HOLD 0.4% +0.0% 3.2 44,196 +0 5
NEM funds › NEWMONT CORP ADD 0.4% +0.0% 3.2 33,755 +7,555 5
AMP funds › AMERIPRISE FINL INC HOLD 0.4% -0.0% 3.1 6,782 +0 5
EQT funds › EQT CORP HOLD 0.4% -0.1% 3.1 57,539 +0 5
ENB funds › ENBRIDGE INC TRIM 0.4% -0.0% 3.0 56,205 -800 5
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.4% +0.0% 3.0 20,757 -1,042 5
VB funds › VANGUARD INDEX FDS HOLD 0.4% +0.0% 3.0 9,827 +0 5
UNP funds › UNION PAC CORP HOLD 0.4% +0.0% 2.9 10,800 +0 5
HD funds › HOME DEPOT INC HOLD 0.4% +0.0% 2.9 8,103 +0 5
CR funds › CRANE COMPANY TRIM 0.4% +0.1% 2.8 12,645 -250 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.4% +0.1% 2.8 7,235 -135 5
VIK funds › VIKING HOLDINGS LTD TRIM 0.4% +0.1% 2.7 26,130 -3,000 5
MS funds › MORGAN STANLEY TRIM 0.4% +0.1% 2.6 12,519 -140 5
PEP funds › PEPSICO INC TRIM 0.4% -0.1% 2.6 19,259 -250 5
DIS funds › DISNEY WALT CO TRIM 0.4% -0.0% 2.6 26,685 -600 5
USB funds › US BANCORP TRIM 0.4% +0.0% 2.5 42,046 -750 5
GMED funds › GLOBUS MED INC TRIM 0.4% -0.1% 2.5 32,100 -2,000 5
LFUS funds › LITTELFUSE INC TRIM 0.4% +0.1% 2.5 5,545 -400 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.4% +0.0% 2.5 14,125 +13,597 5
BWXT funds › BWX TECHNOLOGIES INC ADD 0.3% +0.0% 2.5 13,024 +2,389 5
DLTR funds › DOLLAR TREE INC TRIM 0.3% +0.0% 2.5 20,363 -220 5
LOW funds › LOWES COS INC TRIM 0.3% -0.0% 2.5 11,152 -65 5
EW funds › EDWARDS LIFESCIENCES CORP HOLD 0.3% +0.0% 2.4 26,915 +0 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.3% +0.0% 2.4 9,801 -25 5
AMGN funds › AMGEN INC TRIM 0.3% -0.0% 2.4 6,596 -4 5
CMCSA funds › COMCAST CORP NEW TRIM 0.3% -0.1% 2.3 95,007 -775 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.3% -0.0% 2.3 6,543 +0 5
IBP funds › INSTALLED BLDG PRODS INC ADD 0.3% -0.1% 2.3 10,063 +410 5
JBL funds › JABIL INC TRIM 0.3% +0.0% 2.3 5,986 -1,990 5
FTNT funds › FORTINET INC TRIM 0.3% +0.1% 2.3 14,840 -1,000 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.3% -0.1% 2.2 53,056 -250 5
GNRC funds › GENERAC HLDGS INC TRIM 0.3% +0.0% 2.2 7,613 -2,655 5
AVGO funds › BROADCOM INC ADD 0.3% +0.2% 2.2 5,864 +2,758 5
TSCO funds › TRACTOR SUPPLY CO HOLD 0.3% -0.2% 2.2 70,050 +0 5
EVR funds › EVERCORE INC HOLD 0.3% +0.0% 2.2 6,480 +0 5
CTVA funds › CORTEVA INC HOLD 0.3% -0.0% 2.2 25,765 +0 5
BN funds › BROOKFIELD CORP HOLD 0.3% -0.0% 2.2 51,136 +0 5
JAZZ funds › JAZZ PHARMACEUTICALS PLC TRIM 0.3% +0.1% 2.2 8,965 -25 5
ADP funds › AUTOMATIC DATA PROCESSING IN HOLD 0.3% +0.0% 2.1 9,511 +0 5
LNG funds › CHENIERE ENERGY INC ADD 0.3% +0.2% 2.1 8,772 +5,374 3
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.3% +0.0% 2.1 2,791 -2 5
FIS funds › FIDELITY NATL INFORMATION SV ADD 0.3% -0.1% 2.1 53,280 +1,485 5
ASML funds › ASML HLDG NV TRIM 0.3% +0.1% 2.0 1,021 -19 4
ULTA funds › ULTA BEAUTY INC TRIM 0.3% -0.1% 2.0 4,348 -75 5
BA funds › BOEING CO HOLD 0.3% +0.0% 1.9 8,805 +0 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.3% +0.1% 1.9 4,530 -74 5
PFE funds › PFIZER INC TRIM 0.3% -0.1% 1.9 77,621 -869 5
FDX funds › FEDEX CORP ADD 0.3% +0.1% 1.9 5,951 +2,660 5
CBRE funds › CBRE GROUP INC HOLD 0.3% -0.0% 1.8 13,635 +0 5
ADBE funds › ADOBE INC ADD 0.3% -0.1% 1.8 8,909 +242 5
BLK funds › BLACKROCK INC TRIM 0.3% -0.0% 1.8 1,899 -5 5
ABT funds › ABBOTT LABORATORIES ADD 0.3% -0.0% 1.8 19,792 +807 5
PAYX funds › PAYCHEX INC ADD 0.2% +0.0% 1.7 17,756 +685 5
DB funds › DEUTSCHE BK AG TRIM 0.2% -0.0% 1.7 51,400 -4,000 5
TPL funds › TEXAS PACIFIC LAND CORPORATI ADD 0.2% -0.0% 1.7 3,870 +150 5
MTH funds › MERITAGE HOMES CORP ADD 0.2% +0.1% 1.7 19,928 +6,090 5
MSGE funds › MADISON SQUARE GARDEN ENTMT TRIM 0.2% +0.1% 1.7 20,412 -300 5
BFH funds › BREAD FINANCIAL HOLDINGS INC HOLD 0.2% +0.1% 1.6 15,125 +0 5
NEE funds › NEXTERA ENERGY INC TRIM 0.2% -0.0% 1.6 18,601 -175 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.2% -0.3% 1.6 13,114 -5,510 5
DLR funds › DIGITAL RLTY TR INC ADD 0.2% +0.2% 1.6 8,941 +6,965 5
FHI funds › FEDERATED HERMES INC HOLD 0.2% -0.0% 1.6 28,695 +0 5
GRMN funds › GARMIN LTD HOLD 0.2% -0.0% 1.6 6,617 +0 5
UHS funds › UNIVERSAL HLTH SVCS INC HOLD 0.2% -0.1% 1.6 10,525 +0 5
AYI funds › ACUITY INC HOLD 0.2% +0.0% 1.6 4,140 +0 5
NSC funds › NORFOLK SOUTHN CORP HOLD 0.2% +0.0% 1.5 4,790 +0 5
WTRG funds › ESSENTIAL UTILS INC TRIM 0.2% -0.0% 1.5 39,235 -825 5
IWM funds › ISHARES TR TRIM 0.2% +0.0% 1.5 4,998 -10 5
CUSIP:891092108 funds › TORO CO HOLD 0.2% -0.0% 1.5 15,200 +0 5
Q funds › QNITY ELECTRONICS INC ADD 0.2% +0.1% 1.5 8,997 +480 3
APH funds › AMPHENOL CORP HOLD 0.2% +0.0% 1.5 8,224 +0 5
TD funds › TORONTO DOMINION BK ONT HOLD 0.2% +0.0% 1.4 11,836 +0 5
NFG funds › NATIONAL FUEL GAS CO HOLD 0.2% -0.1% 1.4 18,432 +0 5
PRU funds › PRUDENTIAL FINL INC HOLD 0.2% +0.0% 1.4 12,960 +0 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.2% +0.0% 1.4 12,663 -417 5
RRC funds › RANGE RES CORP HOLD 0.2% -0.1% 1.3 35,860 +0 5
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.2% -0.0% 1.3 1,422 +0 5
VTI funds › VANGUARD INDEX FDS HOLD 0.2% +0.0% 1.3 3,581 +0 5
IWR funds › ISHARES TR HOLD 0.2% +0.0% 1.3 12,010 +0 5
TXN funds › TEXAS INSTRS INC HOLD 0.2% +0.1% 1.3 4,345 +0 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD 0.2% -0.0% 1.3 28,739 +0 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.2% +0.0% 1.3 4,394 +455 5
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.2% +0.2% 1.3 1,662 +1,662 1
MCD funds › MCDONALDS CORP HOLD 0.2% -0.0% 1.3 4,653 +0 5
EFA funds › ISHARES TR HOLD 0.2% +0.0% 1.3 12,100 +0 5
TXT funds › TEXTRON INC TRIM 0.2% -0.0% 1.3 13,660 -1,770 3
D funds › DOMINION ENERGY INC HOLD 0.2% +0.0% 1.2 18,230 +0 5
TDG funds › TRANSDIGM GROUP INC TRIM 0.2% -0.1% 1.2 924 -408 5
SLB funds › SLB LIMITED TRIM 0.2% -0.0% 1.2 26,253 -2,000 5
WY funds › WEYERHAEUSER CO TRIM 0.2% -0.0% 1.2 48,988 -160 5
BNS funds › BANK NOVA SCOTIA B C HOLD 0.2% +0.0% 1.2 13,275 +0 5
AVAV funds › AEROVIRONMENT INC TRIM 0.2% -0.1% 1.1 6,953 -3,300 5
ROST funds › ROSS STORES INC TRIM 0.2% -0.0% 1.1 5,345 -425 5
CME funds › CME GROUP INC ADD 0.2% -0.0% 1.1 5,084 +800 5
WEX funds › WEX INC TRIM 0.2% -0.0% 1.1 7,890 -1,040 5
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.2% +0.0% 1.1 4,937 -150 5
BNY funds › BANK OF NY MELLON CORP HOLD 0.2% +0.0% 1.1 7,535 +0 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.2% +0.1% 1.1 1,866 -142 5
UL funds › UNILEVER PLC HOLD 0.2% +0.0% 1.1 17,905 +0 3
DVA funds › DAVITA INC HOLD 0.1% +0.0% 1.1 4,800 +0 5
TGT funds › TARGET CORP HOLD 0.1% +0.0% 1.1 8,141 +0 5
EXC funds › EXELON CORP HOLD 0.1% -0.0% 1.0 22,407 +0 5
PEN funds › PENUMBRA INC TRIM 0.1% -0.0% 1.0 3,220 -330 3
CUSIP:008252108 funds › AFFILIATED MANAGERS GROUP HOLD 0.1% +0.0% 1.0 2,970 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.1% 1.0 9,308 -550 5
TRP funds › TC ENERGY CORP HOLD 0.1% +0.0% 1.0 14,500 +0 5
SBUX funds › STARBUCKS CORP HOLD 0.1% +0.0% 1.0 9,385 +0 5
EOG funds › EOG RES INC HOLD 0.1% -0.0% 1.0 7,375 +0 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 1.0 1,862 -35 5
BKV funds › BKV CORP HOLD 0.1% -0.0% 0.9 34,655 +0 5
ORCL funds › ORACLE CORP HOLD 0.1% -0.0% 0.9 6,456 +0 5
T funds › AT&T INC HOLD 0.1% -0.1% 0.9 45,688 +0 5
LKQ funds › LKQ CORP TRIM 0.1% -0.0% 0.9 35,517 -2,825 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 0.9 1,860 +0 5
WDFC funds › WD 40 CO HOLD 0.1% +0.0% 0.9 3,800 +0 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO HOLD 0.1% -0.1% 0.9 23,640 +0 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.1% -0.1% 0.9 1,796 -100 5
NVS funds › NOVARTIS AG HOLD 0.1% -0.0% 0.9 5,725 +0 5
SYNA funds › SYNAPTICS INC NEW 0.1% +0.1% 0.9 7,190 +7,190 1
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.1% +0.1% 0.9 5,889 +5,889 1
LMT funds › LOCKHEED MARTIN CORP HOLD 0.1% -0.0% 0.9 1,730 +0 5
RPM funds › RPM INTL INC HOLD 0.1% +0.0% 0.9 7,925 +0 5
META funds › META PLATFORMS INC HOLD 0.1% -0.0% 0.9 1,535 +0 5
IVV funds › ISHARES TR HOLD 0.1% +0.0% 0.9 1,139 +0 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.1% +0.0% 0.8 11,660 -360 5
FERG funds › FERGUSON ENTERPRISES INC HOLD 0.1% -0.0% 0.8 3,490 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.1% +0.0% 0.8 3,459 +0 5
DD funds › DUPONT DE NEMOURS INC NEW 0.1% +0.1% 0.8 5,941 +5,941 1
PPG funds › PPG INDS INC HOLD 0.1% +0.0% 0.8 6,512 +0 5
TJX funds › TJX COS INC NEW HOLD 0.1% -0.0% 0.8 5,200 +0 5
MMS funds › MAXIMUS INC HOLD 0.1% -0.0% 0.8 14,275 +0 5
CRS funds › CARPENTER TECHNOLOGY CORP HOLD 0.1% +0.0% 0.8 1,220 +0 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.1% +0.0% 0.8 5,926 +1,300 5
EXPD funds › EXPEDITORS INTL WASH INC HOLD 0.1% +0.0% 0.7 4,600 +0 5
XYL funds › XYLEM INC HOLD 0.1% -0.0% 0.7 6,300 +0 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.1% -0.0% 0.7 12,858 +0 5
SPGI funds › S&P GLOBAL INC HOLD 0.1% -0.0% 0.7 1,818 +0 5
HQY funds › HEALTHEQUITY INC TRIM 0.1% +0.0% 0.7 8,716 -150 5
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% +0.0% 0.7 12,360 +0 5
CL funds › COLGATE PALMOLIVE CO HOLD 0.1% +0.0% 0.7 8,003 +0 5
CHD funds › CHURCH & DWIGHT CO INC HOLD 0.1% -0.0% 0.7 7,560 +0 5
AXON funds › AXON ENTERPRISE INC NEW 0.1% +0.1% 0.7 1,287 +1,287 1
RMD funds › RESMED INC HOLD 0.1% -0.0% 0.7 3,700 +0 5
RL funds › RALPH LAUREN CORP HOLD 0.1% +0.0% 0.7 1,790 +0 5
CSL funds › CARLISLE COS INC HOLD 0.1% +0.0% 0.7 1,980 +0 5
LCII funds › LCI INDS HOLD 0.1% -0.0% 0.7 6,440 +0 5
SHEL funds › SHELL PLC HOLD 0.1% -0.0% 0.7 8,610 +0 5
IRM funds › IRON MTN INC DEL NEW 0.1% +0.1% 0.7 5,279 +5,279 1
BRO funds › BROWN & BROWN INC ADD 0.1% -0.0% 0.7 10,300 +540 5
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.1% -0.0% 0.7 4,789 +0 5
FDS funds › FACTSET RESH SYS INC ADD 0.1% +0.0% 0.7 2,845 +25 5
GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD 0.1% -0.0% 0.6 10,136 +647 5
SCHV funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.6 18,210 +0 5
BHP funds › BHP BILLITON LIMITED HOLD 0.1% +0.0% 0.6 7,600 +0 5
GDX funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.6 8,370 +0 5
DOW funds › DOW HLDGS INC TRIM 0.1% -0.1% 0.6 22,939 -452 5
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 0.6 7,526 -160 5
USMV funds › ISHARES TR HOLD 0.1% -0.0% 0.6 6,434 +0 5
IJH funds › ISHARES TR ADD 0.1% +0.0% 0.6 7,884 +15 5
HPQ funds › HP INC TRIM 0.1% +0.0% 0.6 27,694 -250 5
TPR funds › TAPESTRY INC TRIM 0.1% -0.0% 0.6 4,150 -50 5
BAX funds › BAXTER INTL INC TRIM 0.1% +0.0% 0.6 28,238 -50 5
ITT funds › ITT INC HOLD 0.1% -0.0% 0.6 3,043 +0 5
ZD funds › ZIFF DAVIS INC TRIM 0.1% +0.0% 0.6 11,008 -467 5
ADI funds › ANALOG DEVICES INC HOLD 0.1% +0.0% 0.6 1,420 +0 5
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.1% +0.0% 0.6 1,131 +0 5
YUM funds › YUM BRANDS INC HOLD 0.1% -0.0% 0.5 3,429 +0 5
KMB funds › KIMBERLY-CLARK CORP HOLD 0.1% +0.0% 0.5 4,911 +0 5
NBIS funds › NEBIUS GROUP N.V. NEW 0.1% +0.1% 0.5 1,950 +1,950 1
SOLV funds › SOLVENTUM CORP TRIM 0.1% +0.0% 0.5 6,963 -467 5
CNC funds › CENTENE CORP DEL HOLD 0.1% +0.0% 0.5 7,900 +0 5
SNA funds › SNAP ON INC HOLD 0.1% +0.0% 0.5 1,250 +0 5
CAH funds › CARDINAL HEALTH INC HOLD 0.1% +0.0% 0.5 2,109 +0 5
OVV funds › OVINTIV INC HOLD 0.1% -0.0% 0.5 9,420 +0 5
ITOT funds › ISHARES TR HOLD 0.1% +0.0% 0.5 3,011 +0 5
VFC funds › V F CORP HOLD 0.1% -0.0% 0.5 32,150 +0 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.5 3,295 -10 5
CWI funds › SPDR INDEX SHS FDS HOLD 0.1% +0.0% 0.5 12,000 +0 5
GDXJ funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.5 4,800 +0 5
STZ funds › CONSTELLATION BRANDS INC TRIM 0.1% -0.0% 0.5 3,299 -5 5
PRI funds › PRIMERICA INC HOLD 0.1% +0.0% 0.5 1,600 +0 5
BAC funds › BANK OF AMER CORP HOLD 0.1% +0.0% 0.4 7,865 +0 5
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 5,552 +4,164 5
FHN funds › FIRST HORIZON CORPORATION TRIM 0.1% -0.0% 0.4 17,025 -1,400 5
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.1% -0.0% 0.4 1,042 +0 5
BROS funds › DUTCH BROS INC ADD 0.1% +0.0% 0.4 5,785 +50 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.4 1,845 +1,845 1
SJM funds › SMUCKER J M CO TRIM 0.1% +0.0% 0.4 3,641 -150 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.4 1,845 +1,845 1
SO funds › SOUTHERN CO HOLD 0.1% -0.0% 0.4 4,200 +0 5
SYY funds › SYSCO CORP HOLD 0.1% +0.0% 0.4 4,795 +0 5
LOPE funds › GRAND CANYON ED INC HOLD 0.1% -0.0% 0.4 2,800 +0 5
IEFA funds › ISHARES TR HOLD 0.1% +0.0% 0.4 4,100 +0 5
EAT funds › BRINKER INTL INC HOLD 0.1% +0.0% 0.4 2,310 +0 5
LIN funds › LINDE PLC HOLD 0.1% -0.0% 0.4 733 +0 5
DE funds › DEERE & CO HOLD 0.1% +0.0% 0.4 582 +0 5
FISV funds › FISERV INC HOLD 0.1% -0.0% 0.4 7,524 +0 5
J funds › JACOBS SOLUTIONS INC HOLD 0.1% -0.0% 0.4 2,914 +0 5
VTHR funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% +0.0% 0.4 1,100 +0 5
IWP funds › ISHARES TR HOLD 0.1% +0.0% 0.4 2,479 +0 5
ETN funds › EATON CORP PLC HOLD 0.1% +0.0% 0.4 846 +0 5
SF funds › STIFEL FINL CORP TRIM 0.1% -0.0% 0.4 5,109 -2,500 5
BDX funds › BECTON DICKINSON & CO HOLD 0.0% -0.0% 0.4 2,328 +0 5
AMT funds › AMERICAN TOWER CORP ADD 0.0% -0.0% 0.4 2,145 +12 5
TTEK funds › TETRA TECH INC NEW TRIM 0.0% -0.1% 0.4 12,125 -32,095 5
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% +0.0% 0.4 4,181 -65 5
HALO funds › HALOZYME THERAPEUTICS INC NEW 0.0% +0.0% 0.3 4,438 +4,438 1
DHR funds › DANAHER CORP DEL HOLD 0.0% -0.0% 0.3 1,801 +0 5
IWO funds › ISHARES TR HOLD 0.0% +0.0% 0.3 870 +0 5
AME funds › AMETEK INC HOLD 0.0% +0.0% 0.3 1,400 +0 5
APA funds › APA CORPORATION TRIM 0.0% -0.1% 0.3 10,250 -5,966 5
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.3 4,170 -550 5
ROP funds › ROPER TECHNOLOGIES INC ADD 0.0% +0.0% 0.3 955 +379 2
VALE funds › VALE S A TRIM 0.0% -0.0% 0.3 21,484 -10,000 5
HSIC funds › SCHEIN HENRY INC TRIM 0.0% -0.1% 0.3 3,815 -7,600 5
FROG funds › JFROG LTD NEW 0.0% +0.0% 0.3 3,500 +3,500 1
SHW funds › SHERWIN WILLIAMS CO TRIM 0.0% -0.0% 0.3 915 -300 5
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.3 270 +270 1
TEL funds › TE CONNECTIVITY PLC HOLD 0.0% -0.0% 0.3 1,524 +0 5
PSX funds › PHILLIPS 66 HOLD 0.0% -0.0% 0.3 1,792 +0 5
SCHF funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.3 10,768 +0 5
BIV funds › VANGUARD BD INDEX FDS HOLD 0.0% -0.0% 0.3 3,662 +0 5
CLX funds › CLOROX CO DEL HOLD 0.0% -0.0% 0.3 2,912 +0 5
IJK funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,352 +0 5
BSV funds › VANGUARD BD INDEX FDS HOLD 0.0% -0.0% 0.3 3,547 +0 5
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.0% +0.0% 0.3 3,732 +0 5
ASO funds › ACADEMY SPORTS & OUTDOORS IN TRIM 0.0% -0.1% 0.3 5,805 -12,280 5
DORM funds › DORMAN PRODS INC HOLD 0.0% +0.0% 0.3 2,000 +0 5
EFV funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,561 +0 5
INTC funds › INTEL CORP NEW 0.0% +0.0% 0.3 1,950 +1,950 1
OMC funds › OMNICOM GROUP INC HOLD 0.0% -0.0% 0.3 3,700 +0 5
IFF funds › INTERNATIONAL FLAVORS&FRAGRA TRIM 0.0% +0.0% 0.3 3,397 -63 5
DGX funds › QUEST DIAGNOSTICS INC HOLD 0.0% +0.0% 0.3 1,257 +0 5
NTR funds › NUTRIEN LTD HOLD 0.0% -0.0% 0.3 4,200 +0 5
ECL funds › ECOLAB INC HOLD 0.0% -0.0% 0.3 925 +0 5
THO funds › THOR INDS INC TRIM 0.0% -0.0% 0.3 3,339 -2,600 5
CNI funds › CANADIAN NATL RY CO HOLD 0.0% +0.0% 0.3 2,100 +0 3
BKMI funds › BNY MELLON ETF TRUST II NEW 0.0% +0.0% 0.2 9,310 +9,310 1
SCHA funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 6,712 +6,712 1
DEO funds › DIAGEO PLC HOLD 0.0% +0.0% 0.2 2,902 +0 5
HSY funds › HERSHEY CO HOLD 0.0% -0.0% 0.2 1,325 +0 5
SCHE funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.2 6,305 +0 4
ZBH funds › ZIMMER BIOMET HOLDINGS INC TRIM 0.0% -0.0% 0.2 2,641 -200 5
PPL funds › PPL CORP HOLD 0.0% -0.0% 0.2 6,184 +0 5
RRX funds › REGAL REXNORD CORPORATION NEW 0.0% +0.0% 0.2 930 +930 1
IDV funds › ISHARES TR HOLD 0.0% -0.0% 0.2 5,315 +0 3
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.2 1,988 +0 2
BOH funds › BANK HAWAII CORP NEW 0.0% +0.0% 0.2 2,649 +2,649 1
VTV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 984 +984 1
ALL funds › ALLSTATE CORP TRIM 0.0% -0.0% 0.2 890 -200 5
HUM funds › HUMANA INC NEW 0.0% +0.0% 0.2 530 +530 1
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.2 430 +430 1
WEC funds › WEC ENERGY GROUP INC HOLD 0.0% -0.0% 0.2 1,778 +0 2
PYPL funds › PAYPAL HLDGS INC TRIM 0.0% -0.0% 0.2 4,754 -111 5
NVDA funds › NVIDIA CORPORATION NEW 0.0% +0.0% 0.2 1,007 +1,007 1
NET funds › CLOUDFLARE INC NEW 0.0% +0.0% 0.2 820 +820 1
PBR funds › PETROLEO BRASILEIRO S A HOLD 0.0% -0.0% 0.2 10,450 +0 5
MLSS funds › MILESTONE SCIENTIFIC INC HOLD 0.0% +0.0% 0.0 15,000 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -3,697 0
TECH funds › BIO-TECHNE CORP EXIT 0.0% -0.1% 0.0 0 -6,890 0
BR funds › BROADRIDGE FINL SOLUTIONS IN EXIT 0.0% -0.0% 0.0 0 -1,407 0
OC funds › OWENS CORNING NEW EXIT 0.0% -0.0% 0.0 0 -2,000 0
OGN funds › ORGANON & CO EXIT 0.0% -0.0% 0.0 0 -43,316 0
VEEV funds › VEEVA SYS INC EXIT 0.0% -0.0% 0.0 0 -1,650 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -3.7% 0.0 0 -147,431 0
CHWY funds › CHEWY INC EXIT 0.0% -0.1% 0.0 0 -15,100 0
LHX funds › L3HARRIS TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -640 0
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.0% 0.0 0 -3,852 0
NFLX funds › NETFLIX INC. EXIT 0.0% -0.2% 0.0 0 -13,560 0
SLV funds › ISHARES SILVER TR EXIT 0.0% -0.0% 0.0 0 -3,000 0
ONT funds › MONTROSE ENVIRONMENTAL GROUP EXIT 0.0% -0.0% 0.0 0 -9,975 0
IAU funds › ISHARES GOLD TR EXIT 0.0% -0.0% 0.0 0 -2,270 0
AIG funds › AMERICAN INTL GROUP INC EXIT 0.0% -0.2% 0.0 0 -15,154 0
OTIS funds › OTIS WORLDWIDE CORP EXIT 0.0% -0.0% 0.0 0 -3,892 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.1% 0.0 0 -17,845 0
AVY funds › AVERY DENNISON CORP EXIT 0.0% -0.0% 0.0 0 -1,790 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 712 312 0.10 28% 0.017 0.324 in
2026Q1 676 308 0.08 29% 0.017 0.378 in
2025Q4 674 311 0.07 29% 0.015 0.334 in
2025Q3 657 314 0.05 28% 0.013 0.364 in
2025Q2 627 319 0.08 27% 0.013 0.350 entered
2025Q1 597 317 0.00 28% 0.014 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