Fund Universe

Varma Mutual Pension Insurance Co

CIK 0001698484 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.844
AUM ($M)
18,870
Positions
313
Turnover
0.18
Top-10 wt
52%
Herfindahl
0.041
History (qtrs)
6
Excess Return

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Security type

Holdings · 359 positions · portfolio value $18,870M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
KLMN funds › INVESCO EXCH TRADED FD TR II ADD 13.4% +4.6% 2,525.2 82,227,516 +26,191,565 5
KLMT funds › INVESCO EXCH TRADED FD TR II HOLD 8.2% +0.2% 1,551.0 44,931,497 +0 5
IGV funds › ISHARES TR TRIM 7.3% -2.3% 1,381.5 15,248,262 -5,110,639 2
EMCS funds › DBX ETF TR HOLD 5.1% +0.6% 967.3 20,621,177 +0 5
NVDA funds › NVIDIA CORPORATION ADD 4.2% +0.1% 784.5 3,920,566 +12,300 5
AAPL funds › APPLE INC ADD 3.8% +0.2% 719.0 2,484,883 +48,000 5
RSP funds › INVESCO EXCHANGE TRADED FD T NEW 3.0% +3.0% 568.9 2,673,800 +2,673,800 1
GOOGL funds › ALPHABET INC ADD 3.0% +0.4% 561.3 1,570,599 +28,400 5
MSFT funds › MICROSOFT CORP ADD 2.3% -0.2% 425.6 1,141,076 +23,000 5
AMZN funds › AMAZON COM INC ADD 2.2% +0.3% 410.4 1,721,811 +164,700 5
LCTU funds › BLACKROCK ETF TRUST HOLD 2.0% +0.1% 385.9 4,814,000 +0 5
CUSIP:00461E107 funds › INVESCO QQQ TR NEW 1.5% +1.5% 279.8 380,000 +380,000 1
AVGO funds › BROADCOM INC ADD 1.3% +0.2% 242.5 641,830 +19,900 5
META funds › META PLATFORMS INC TRIM 1.1% -0.2% 210.7 374,094 -6,800 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.9% +0.2% 178.0 372,800 +8,200 5
TSLA funds › TESLA INC TRIM 0.9% +0.0% 174.0 413,723 -300 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.8% +0.5% 159.4 138,071 -32,000 5
JPM funds › JPMORGAN CHASE & CO ADD 0.8% +0.0% 151.0 461,411 +10,900 5
LLY funds › ELI LILLY & CO TRIM 0.7% +0.1% 139.0 115,868 -2,000 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.7% +0.4% 134.0 230,717 -12,200 5
V funds › VISA INC ADD 0.5% +0.0% 103.0 300,341 +9,000 5
JNJ funds › JOHNSON & JOHNSON ADD 0.5% -0.0% 98.2 386,656 +5,300 5
AMAT funds › APPLIED MATLS INC TRIM 0.5% +0.2% 97.2 134,482 -22,100 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.5% -0.2% 91.2 667,203 +4,400 5
INTC funds › INTEL CORP TRIM 0.5% +0.3% 91.1 652,423 -41,200 5
INDA funds › ISHARES TR ADD 0.5% +0.3% 89.1 1,804,110 +1,196,200 5
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.2% 87.1 201,030 -40,700 5
VWOB funds › VANGUARD WHITEHALL FDS HOLD 0.4% -0.0% 84.0 1,250,000 +0 5
EMLC funds › VANECK ETF TRUST HOLD 0.4% -0.0% 79.2 3,100,000 +0 5
CAT funds › CATERPILLAR INC TRIM 0.4% +0.1% 78.9 74,116 -2,300 5
WMT funds › WALMART INC ADD 0.4% -0.1% 77.1 680,366 +15,000 5
MA funds › MASTERCARD INCORPORATED ADD 0.4% -0.0% 77.0 150,008 +1,800 5
CSCO funds › CISCO SYS INC ADD 0.4% +0.1% 73.5 626,147 +14,300 5
VCEB funds › VANGUARD WORLD FD HOLD 0.4% -0.0% 69.0 1,100,000 +0 5
BAC funds › BANK OF AMER CORP ADD 0.4% +0.0% 68.9 1,209,724 +13,300 5
ABBV funds › ABBVIE INC ADD 0.4% +0.0% 68.0 270,367 +3,700 5
GOOG funds › ALPHABET INC HOLD 0.4% +0.0% 67.5 190,914 +0 5
KLAC funds › KLA CORP ADD 0.4% +0.1% 67.2 222,640 +191,676 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.3% -4.7% 63.6 1,196,643 -12,870,542 2
HD funds › HOME DEPOT INC ADD 0.3% +0.0% 61.1 173,295 +23,200 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.3% +0.1% 61.0 146,662 +6,600 5
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.3% -0.1% 59.8 63,957 +0 5
GE funds › GE AEROSPACE TRIM 0.3% +0.0% 57.3 153,445 -20,300 5
KSTR funds › KRANESHARES TRUST ADD 0.3% +0.2% 56.3 1,740,631 +700,000 2
GS funds › GOLDMAN SACHS GROUP INC ADD 0.3% +0.0% 56.0 55,400 +200 5
PG funds › PROCTER & GAMBLE CO TRIM 0.3% -0.0% 54.1 368,855 -10,000 5
KO funds › COCA COLA CO TRIM 0.3% -0.0% 53.8 662,576 -44,700 5
ECH funds › ISHARES INC HOLD 0.3% -0.0% 51.4 1,294,477 +0 2
MRK funds › MERCK & CO INC TRIM 0.3% -0.0% 51.3 399,574 -7,300 5
CVX funds › CHEVRON CORPORATION ADD 0.3% -0.1% 51.3 309,236 +800 5
RY funds › ROYAL BK CDA ADD 0.3% +0.0% 50.8 245,329 +4,800 5
GEV funds › GE VERNOVA INC TRIM 0.3% +0.0% 50.6 43,043 -2,400 5
MS funds › MORGAN STANLEY ADD 0.2% +0.0% 46.7 223,312 +1,900 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 45.8 641,950 +21,700 5
C funds › CITIGROUP INC TRIM 0.2% +0.0% 45.6 325,576 -16,300 5
TXN funds › TEXAS INSTRS INC ADD 0.2% +0.1% 44.9 150,741 +21,800 5
WFC funds › WELLS FARGO & CO ADD 0.2% -0.0% 44.7 541,059 +2,300 5
PM funds › PHILIP MORRIS INTL INC NEW 0.2% +0.2% 43.9 242,800 +242,800 1
CUSIP:00755E105 funds › RTX CORPORATION NEW 0.2% +0.2% 40.8 214,800 +214,800 1
PANW funds › PALO ALTO NETWORKS INC ADD 0.2% +0.1% 40.5 118,624 +3,448 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.2% +0.1% 39.6 133,058 -530 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 38.7 137,458 +5,050 5
AXP funds › AMERICAN EXPRESS CO ADD 0.2% +0.0% 37.9 112,035 +1,100 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.2% -0.1% 37.6 322,300 -43,600 5
LIN funds › LINDE PLC TRIM 0.2% -0.0% 37.5 72,285 -7,300 5
TD funds › TORONTO DOMINION BK ONT TRIM 0.2% +0.0% 36.5 299,998 -1,700 5
GLW funds › CORNING INC TRIM 0.2% +0.1% 36.0 141,132 -21,200 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.2% +0.1% 35.3 55,300 -20,800 3
ORCL funds › ORACLE CORP ADD 0.2% -0.0% 35.1 239,618 +15,100 5
APH funds › AMPHENOL CORP TRIM 0.2% +0.0% 35.0 198,389 -20,200 5
EWY funds › ISHARES INC TRIM 0.2% +0.0% 34.2 169,474 -78,597 2
AMGN funds › AMGEN INC TRIM 0.2% -0.0% 33.9 93,659 -1,500 5
EMB funds › ISHARES TR HOLD 0.2% -0.0% 33.8 350,000 +0 5
ADI funds › ANALOG DEVICES INC ADD 0.2% +0.0% 32.3 81,359 +200 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.2% +0.1% 32.1 33,300 -10,800 3
ETN funds › EATON CORP PLC TRIM 0.2% +0.0% 32.0 75,075 -4,400 5
QCOM funds › QUALCOMM INC TRIM 0.2% +0.0% 31.8 171,971 -8,800 5
ANET funds › ARISTA NETWORKS INC TRIM 0.2% +0.0% 31.8 187,050 -11,500 5
PEP funds › PEPSICO INC TRIM 0.2% -0.1% 31.5 232,457 -14,100 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.2% -0.0% 31.2 62,217 -1,000 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.2% -0.1% 31.0 732,023 -10,086 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.2% +0.1% 30.7 40,215 +580 5
WELL funds › WELLTOWER INC TRIM 0.2% +0.0% 30.5 134,476 -3,200 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.2% -0.0% 30.2 327,481 +17,300 5
DIS funds › DISNEY WALT CO ADD 0.2% -0.0% 29.7 308,894 +18,300 5
EBND funds › SPDR SERIES TRUST HOLD 0.2% -0.0% 29.3 1,400,000 +0 5
DELL funds › DELL TECHNOLOGIES INC ADD 0.2% +0.1% 29.1 67,500 +20,000 3
DE funds › DEERE & CO TRIM 0.2% -0.0% 28.8 45,367 -1,200 5
ABT funds › ABBOTT LABORATORIES ADD 0.2% -0.0% 28.6 315,052 +23,400 5
BLK funds › BLACKROCK INC ADD 0.1% -0.0% 28.2 29,312 +1,400 5
UNP funds › UNION PAC CORP TRIM 0.1% -0.0% 27.8 102,049 -2,800 5
SPGI funds › S&P GLOBAL INC ADD 0.1% -0.0% 27.3 67,007 +2,500 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.1% 27.2 100,566 -6,800 5
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 27.0 307,793 -18,100 5
GILD funds › GILEAD SCIENCES INC ADD 0.1% -0.0% 26.3 208,515 +2,600 5
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.1% 26.0 250,052 -25,800 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.1% -0.0% 26.0 26,575 -5,900 5
T funds › AT&T INC TRIM 0.1% -0.1% 25.5 1,230,860 -17,600 5
PFE funds › PFIZER INC ADD 0.1% -0.0% 25.4 1,055,663 +33,600 5
FCX funds › FREEPORT MCMORAN INC ADD 0.1% +0.0% 25.4 404,167 +44,800 5
BA funds › BOEING CO NEW 0.1% +0.1% 25.3 116,700 +116,700 1
BMO funds › BANK MONTREAL MEDIUM TRIM 0.1% +0.0% 25.2 142,629 -700 5
PGR funds › PROGRESSIVE CORP ADD 0.1% +0.0% 25.1 114,944 +4,900 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.0% 25.0 124,782 -4,500 5
ENB funds › ENBRIDGE INC ADD 0.1% -0.0% 24.1 444,261 +6,700 5
PLD funds › PROLOGIS INC. TRIM 0.1% -0.0% 24.1 177,646 -2,300 5
KURE funds › KRANESHARES TRUST HOLD 0.1% -0.0% 23.9 1,520,129 +0 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% -0.0% 23.9 330,617 +300 5
CMI funds › CUMMINS INC TRIM 0.1% +0.0% 23.8 33,330 -2,800 5
WPM funds › WHEATON PRECIOUS METALS CORP ADD 0.1% -0.0% 23.7 211,058 +19,800 5
BNS funds › BANK NOVA SCOTIA B C ADD 0.1% +0.0% 23.6 272,156 +2,300 5
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 23.5 68,921 -1,900 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.1% -0.0% 23.4 58,953 +1,700 5
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 23.4 149,428 +1,400 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.1% +0.0% 23.3 47,510 +1,100 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.1% -0.0% 23.3 161,290 -16,200 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.1% -0.0% 23.2 138,904 +11,800 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% -0.0% 23.0 129,200 +123,676 5
CM funds › CANADIAN IMPERIAL BANK OF CO ADD 0.1% +0.0% 22.6 196,411 +2,600 5
SHOP funds › SHOPIFY INC ADD 0.1% -0.0% 22.2 193,908 +2,500 5
CVS funds › CVS HEALTH CORP ADD 0.1% +0.0% 22.1 213,373 +24,300 5
MJSC funds › RBB FUND TRUST HOLD 0.1% +0.0% 21.9 355,000 +0 4
TJX funds › TJX COS INC NEW TRIM 0.1% -0.0% 21.8 143,966 -23,000 5
NEM funds › NEWMONT CORP ADD 0.1% -0.0% 21.8 233,056 +2,500 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.1% -0.0% 21.6 374,226 -18,800 5
MO funds › ALTRIA GROUP INC NEW 0.1% +0.1% 21.4 297,700 +297,700 1
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.1% -0.1% 21.2 136,652 -4,600 5
ECL funds › ECOLAB INC ADD 0.1% +0.0% 21.1 75,740 +6,800 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.1% +0.0% 20.7 84,034 +400 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% +0.0% 20.7 61,700 -11,200 3
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.1% -0.0% 20.6 140,806 -3,200 5
LOW funds › LOWES COS INC ADD 0.1% -0.0% 20.4 92,663 +4,500 5
MDT funds › MEDTRONIC PLC ADD 0.1% -0.0% 20.3 259,251 +21,100 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.1% -0.0% 20.3 40,826 -2,800 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.1% +0.0% 20.2 90,223 +9,800 5
CUSIP:00748E106 funds › QUANTA SVCS INC NEW 0.1% +0.1% 20.0 27,820 +27,820 1
EOG funds › EOG RES INC ADD 0.1% -0.0% 20.0 154,192 +1,800 5
BX funds › BLACKSTONE INC ADD 0.1% +0.0% 19.8 168,200 +22,100 5
USB funds › US BANCORP ADD 0.1% +0.0% 19.6 324,720 +6,700 5
DHR funds › DANAHER CORP DEL ADD 0.1% -0.0% 19.6 102,726 +500 5
NOW funds › SERVICENOW INC ADD 0.1% -0.0% 19.5 196,715 +27,300 5
SBUX funds › STARBUCKS CORP TRIM 0.1% +0.0% 19.4 189,942 -900 5
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 19.2 18,453 -600 5
LMT funds › LOCKHEED MARTIN CORP NEW 0.1% +0.1% 18.6 36,600 +36,600 1
BN funds › BROOKFIELD CORP TRIM 0.1% -0.0% 18.5 434,519 -17,300 5
DOV funds › DOVER CORP ADD 0.1% +0.0% 18.5 82,388 +3,700 5
CMCSA funds › COMCAST CORP NEW TRIM 0.1% -0.0% 18.5 752,094 -14,200 5
FANG funds › DIAMONDBACK ENERGY INC ADD 0.1% -0.0% 18.4 104,599 +2,700 5
CME funds › CME GROUP INC ADD 0.1% -0.0% 18.3 82,896 +2,600 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.1% +0.0% 18.3 48,649 +700 5
TER funds › TERADYNE INC NEW 0.1% +0.1% 18.2 37,700 +37,700 1
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.1% +0.0% 18.2 81,349 -1,500 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.1% -0.0% 18.2 67,654 -21,400 5
MMM funds › 3M CO ADD 0.1% +0.0% 18.1 112,015 +9,000 5
MCO funds › MOODYS CORP TRIM 0.1% -0.0% 18.0 39,766 -2,100 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.1% -0.0% 17.7 50,700 -7,200 3
TFC funds › TRUIST FINL CORP ADD 0.1% +0.0% 17.7 355,880 +31,300 5
MCK funds › MCKESSON CORP ADD 0.1% -0.0% 17.7 23,453 +700 5
AON funds › AON PLC ADD 0.1% +0.0% 17.7 53,400 +7,300 5
CUSIP:00350E113 funds › FORTINET INC NEW 0.1% +0.1% 17.6 114,400 +114,400 1
CSX funds › CSX CORP TRIM 0.1% -0.0% 17.6 369,364 -19,100 5
SLB funds › SLB LIMITED TRIM 0.1% -0.0% 17.5 375,652 -16,000 5
MFC funds › MANULIFE FINL CORP ADD 0.1% +0.0% 17.4 428,639 +28,300 5
PCAR funds › PACCAR INC TRIM 0.1% -0.0% 17.4 144,643 -2,200 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 17.3 121,195 -5,900 5
AME funds › AMETEK INC ADD 0.1% +0.0% 17.2 71,275 +400 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.1% -0.0% 17.2 187,917 -24,000 5
CUSIP:00894E113 funds › TRAVELERS COMPANIES INC NEW 0.1% +0.1% 17.1 51,947 +51,947 1
CP funds › CANADIAN PACIFIC KANSAS CITY TRIM 0.1% -0.0% 17.0 196,009 -12,900 5
AMT funds › AMERICAN TOWER CORP TRIM 0.1% -0.0% 16.5 101,006 -900 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.1% +0.0% 16.5 47,893 +4,200 5
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.1% +0.0% 16.5 42,582 +1,700 5
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.0% 16.4 52,010 -1,600 5
PPG funds › PPG INDS INC ADD 0.1% +0.0% 16.4 134,886 +600 5
TMUS funds › T-MOBILE US INC ADD 0.1% -0.0% 16.3 96,980 +4,363 5
WMB funds › WILLIAMS COS INC TRIM 0.1% -0.0% 16.3 218,700 -25,500 5
MDLZ funds › MONDELEZ INTL INC TRIM 0.1% -0.0% 16.2 280,865 -26,300 5
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.1% -0.0% 16.1 48,870 -14,500 5
CNI funds › CANADIAN NATL RY CO TRIM 0.1% -0.0% 16.0 133,846 -6,600 5
OKE funds › ONEOK INC NEW ADD 0.1% -0.0% 15.9 182,362 +700 5
SNPS funds › SYNOPSYS INC TRIM 0.1% -0.0% 15.8 35,515 -1,300 5
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.1% -0.0% 15.8 128,201 +6,200 5
COHR funds › COHERENT CORP NEW 0.1% +0.1% 15.7 39,900 +39,900 1
CTVA funds › CORTEVA INC TRIM 0.1% -0.0% 15.7 185,376 -6,900 5
FIX funds › COMFORT SYS USA INC NEW 0.1% +0.1% 15.5 7,800 +7,800 1
NSC funds › NORFOLK SOUTHN CORP ADD 0.1% +0.0% 15.3 48,630 +1,000 5
ED funds › CONSOLIDATED EDISON INC TRIM 0.1% -0.0% 15.3 137,915 -17,000 5
APP funds › APPLOVIN CORP TRIM 0.1% -0.0% 15.3 29,600 -6,000 5
ADBE funds › ADOBE INC ADD 0.1% +0.0% 15.2 74,226 +25,700 5
GD funds › GENERAL DYNAMICS CORP NEW 0.1% +0.1% 15.2 42,900 +42,900 1
HOOD funds › ROBINHOOD MKTS INC ADD 0.1% +0.0% 15.1 150,900 +12,000 5
FLEX funds › FLEX LTD NEW 0.1% +0.1% 15.1 92,900 +92,900 1
TEL funds › TE CONNECTIVITY PLC TRIM 0.1% -0.0% 15.0 74,435 -8,700 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.1% +0.0% 14.9 203,595 +6,700 5
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.1% +0.0% 14.9 53,114 -6,100 5
BKR funds › BAKER HUGHES COMPANY ADD 0.1% -0.0% 14.8 266,429 +17,700 5
EXC funds › EXELON CORP ADD 0.1% -0.0% 14.8 316,615 +9,300 5
ALL funds › ALLSTATE CORP ADD 0.1% +0.0% 14.8 62,000 +800 5
LITE funds › LUMENTUM HLDGS INC NEW 0.1% +0.1% 14.7 17,100 +17,100 1
FNV funds › FRANCO NEV CORP ADD 0.1% -0.0% 14.6 69,900 +1,300 3
IR funds › INGERSOLL RAND INC ADD 0.1% +0.0% 14.5 177,017 +20,500 5
GM funds › GENERAL MTRS CO TRIM 0.1% -0.0% 14.5 187,503 -12,900 5
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.1% -0.0% 14.4 337,981 +57,800 5
REG funds › REGENCY CTRS CORP TRIM 0.1% -0.0% 14.4 180,637 -17,100 5
AVB funds › AVALONBAY CMNTYS INC TRIM 0.1% +0.0% 14.3 75,961 -1,200 5
DDOG funds › DATADOG INC TRIM 0.1% +0.0% 14.3 55,000 -5,300 3
MAR funds › MARRIOTT INTL INC NEW TRIM 0.1% -0.0% 14.3 38,636 -14,700 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.0% 14.3 64,230 -17,600 5
AFL funds › AFLAC INC TRIM Common Stock 0.1% -0.0% 14.3 121,591 -2,600 5
LHX funds › L3HARRIS TECHNOLOGIES INC NEW 0.1% +0.1% 14.2 48,900 +48,900 1
KIM funds › KIMCO REALTY CORP TRIM 0.1% -0.0% 14.2 559,993 -77,800 5
SNOW funds › SNOWFLAKE INC TRIM 0.1% +0.0% 14.2 55,646 -230 5
ALAB funds › ASTERA LABS INC NEW 0.1% +0.1% 14.1 29,200 +29,200 1
URI funds › UNITED RENTALS INC ADD 0.1% +0.0% 14.0 12,335 +100 5
SRE funds › SEMPRA HOLD 0.1% -0.0% 14.0 150,500 +0 5
VTR funds › VENTAS INC TRIM 0.1% -0.0% 13.9 156,768 -4,200 5
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.1% +0.0% 13.9 60,550 +3,000 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.1% -0.0% 13.8 110,986 +15,600 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 13.8 61,550 +61,550 1
TDG funds › TRANSDIGM GROUP INC TRIM 0.1% -0.0% 13.7 10,260 -4,000 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 13.6 61,550 +61,550 1
BE funds › BLOOM ENERGY CORP NEW 0.1% +0.1% 13.6 44,800 +44,800 1
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.1% +0.1% 13.6 300,500 +300,500 1
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.1% -0.0% 13.5 146,720 -6,000 5
CUSIP:00307E108 funds › CENCORA INC NEW 0.1% +0.1% 13.5 47,625 +47,625 1
NDAQ funds › NASDAQ INC TRIM 0.1% -0.0% 13.4 169,776 -17,600 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.1% -0.0% 13.3 53,697 +1,900 5
INTU funds › INTUIT ADD 0.1% -0.0% 13.3 50,958 +10,100 5
EQR funds › EQUITY RESIDENTIAL TRIM 0.1% -0.0% 13.3 195,500 -19,900 5
CAH funds › CARDINAL HEALTH INC TRIM 0.1% -0.0% 13.2 55,400 -1,000 5
MELI funds › MERCADOLIBRE INC ADD 0.1% -0.0% 13.1 7,721 +300 5
RCL funds › ROYAL CARIBBEAN GROUP TRIM 0.1% -0.0% 13.1 41,254 -9,700 5
NOC funds › NORTHROP GRUMMAN CORP NEW 0.1% +0.1% 13.1 25,700 +25,700 1
NET funds › CLOUDFLARE INC TRIM 0.1% -0.0% 13.0 53,180 -5,300 5
SYY funds › SYSCO CORP ADD 0.1% +0.0% 13.0 155,607 +8,900 5
CI funds › THE CIGNA GROUP TRIM 0.1% -0.0% 12.8 46,442 -2,100 5
DVN funds › DEVON ENERGY CORP NEW TRIM 0.1% -0.0% 12.8 309,803 -35,267 5
MPWR funds › MONOLITHIC PWR SYS INC NEW 0.1% +0.1% 12.7 9,200 +9,200 1
DLR funds › DIGITAL RLTY TR INC TRIM 0.1% -0.0% 12.7 70,583 -6,300 5
XYL funds › XYLEM INC ADD 0.1% +0.0% 12.6 106,900 +14,700 3
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.1% +0.0% 12.6 131,605 +70,000 2
ROST funds › ROSS STORES INC NEW 0.1% +0.1% 12.6 59,300 +59,300 1
F funds › FORD MTR CO TRIM 0.1% +0.0% 12.5 899,172 -19,900 5
AMCR funds › AMCOR PLC ADD 0.1% +0.0% 12.5 287,460 +30,800 2
MNST funds › MONSTER BEVERAGE CORP NEW NEW 0.1% +0.1% 12.4 129,400 +129,400 1
EBAY funds › EBAY INC. TRIM 0.1% +0.0% 12.4 111,300 -10,100 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.1% -0.0% 12.4 173,442 +22,800 5
CIEN funds › CIENA CORP NEW 0.1% +0.1% 12.4 25,200 +25,200 1
FTI funds › TECHNIPFMC PLC NEW 0.1% +0.1% 12.4 186,300 +186,300 1
ABNB funds › AIRBNB INC TRIM 0.1% +0.0% 12.3 86,205 -600 5
YUM funds › YUM BRANDS INC HOLD 0.1% -0.0% 12.3 76,753 +0 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM 0.1% +0.0% 12.2 49,000 -1,400 3
BDX funds › BECTON DICKINSON & CO ADD 0.1% -0.0% 12.2 80,821 +7,900 5
LNG funds › CHENIERE ENERGY INC ADD 0.1% -0.0% 12.2 51,100 +1,300 5
DASH funds › DOORDASH INC TRIM 0.1% +0.0% 12.1 65,400 -2,000 5
KDP funds › KEURIG DR PEPPER INC HOLD 0.1% +0.0% 12.1 368,626 +0 5
SCCO funds › SOUTHERN COPPER CORP TRIM 0.1% -0.0% 11.8 67,809 -1,210 5
KKR funds › KKR & CO INC HOLD 0.1% -0.0% 11.8 128,327 +0 5
KHC funds › KRAFT HEINZ CO TRIM 0.1% -0.0% 11.7 494,400 -1,500 3
CUSIP:00876E110 funds › TARGET CORP NEW 0.1% +0.1% 11.6 88,680 +88,680 1
REGN funds › REGENERON PHARMACEUTICALS ADD 0.1% -0.0% 11.5 18,488 +400 5
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.1% -0.0% 11.4 27,501 -1,300 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.1% -0.0% 11.4 96,101 -6,200 5
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.1% -0.0% 11.4 334,202 -12,400 5
A funds › AGILENT TECHNOLOGIES INC ADD 0.1% +0.0% 11.3 85,371 +18,000 5
WTW funds › WILLIS TOWERS WATSON PLC LTD ADD 0.1% -0.0% 11.3 43,200 +5,300 5
CUSIP:00282E112 funds › EDWARDS LIFESCIENCES CORP NEW 0.1% +0.1% 11.2 123,458 +123,458 1
CCJ funds › CAMECO CORP TRIM 0.1% -0.0% 11.1 108,900 -8,900 3
CTAS funds › CINTAS CORP TRIM 0.1% -0.0% 11.1 65,056 -4,600 5
DD funds › DUPONT DE NEMOURS INC NEW 0.1% +0.1% 10.9 80,680 +80,680 1
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.1% -0.0% 10.9 408,600 -20,700 3
AZO funds › AUTOZONE INC ADD 0.1% -0.0% 10.9 3,403 +200 5
GIS funds › GENERAL MILLS INC ADD 0.1% -0.0% 10.8 311,372 +8,100 5
CBRE funds › CBRE GROUP INC ADD 0.1% +0.0% 10.7 79,500 +8,500 5
BR funds › BROADRIDGE FINL SOLUTIONS IN ADD 0.1% +0.0% 10.3 75,400 +24,500 3
ADSK funds › AUTODESK INC ADD 0.1% -0.0% 10.3 53,095 +5,200 5
PYPL funds › PAYPAL HLDGS INC ADD 0.1% -0.0% 10.1 234,629 +25,400 5
XYZ funds › BLOCK INC TRIM 0.1% +0.0% 10.1 133,025 -16,500 5
CLS funds › CELESTICA INC ADD 0.1% +0.0% 10.0 27,400 +800 3
CHD funds › CHURCH & DWIGHT CO INC NEW 0.1% +0.1% 9.8 101,100 +101,100 1
VRSK funds › VERISK ANALYTICS INC TRIM 0.1% -0.0% 9.6 53,700 -6,600 3
RKLB funds › ROCKET LAB CORP NEW 0.1% +0.1% 9.5 93,300 +93,300 1
KVUE funds › KENVUE INC NEW 0.0% +0.0% 9.3 484,700 +484,700 1
QSR funds › RESTAURANT BRANDS INTL INC NEW 0.0% +0.0% 8.8 121,800 +121,800 1
IRM funds › IRON MTN INC DEL TRIM 0.0% -0.0% 8.6 67,938 -19,000 5
NKE funds › NIKE INC ADD 0.0% -0.0% 8.4 205,795 +22,800 5
AU funds › ANGLOGOLD ASHANTI PLC ADD 0.0% -0.0% 8.3 102,600 +3,100 3
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.0% -0.0% 8.3 18,000 +1,400 5
TRMB funds › TRIMBLE INC ADD 0.0% -0.0% 8.2 160,100 +32,400 3
HPQ funds › HP INC ADD 0.0% +0.0% 8.1 370,247 +142,700 5
GIB funds › CGI INC ADD 0.0% -0.0% 7.1 110,200 +20,600 3
WDAY funds › WORKDAY INC ADD 0.0% +0.0% 6.9 56,469 +21,800 5
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 6.8 17,563 -1,000 5
HSY funds › HERSHEY CO NEW 0.0% +0.0% 6.8 38,900 +38,900 1
NU funds › NU HLDGS LTD ADD 0.0% -0.0% 6.7 497,900 +73,300 5
CUSIP:00380E263 funds › GLOBAL X FDS NEW 0.0% +0.0% 5.9 64,599 +64,599 1
NBIS funds › NEBIUS GROUP N.V. NEW 0.0% +0.0% 5.7 20,600 +20,600 1
ARGX funds › ARGENX SE HOLD 0.0% +0.0% 4.6 5,000 +0 5
AS funds › AMER SPORTS INC ADD 0.0% +0.0% 4.1 120,000 +20,000 2
DECK funds › DECKERS OUTDOOR CORP ADD 0.0% +0.0% 4.0 40,000 +15,000 2
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 3.4 20,000 +20,000 1
IQV funds › IQVIA HLDGS INC TRIM 0.0% -0.0% 2.9 15,000 -33,050 5
PDD funds › PDD HOLDINGS INC HOLD 0.0% -0.0% 2.9 37,500 +0 5
SE funds › SEA LTD TRIM 0.0% -0.0% 2.3 24,000 -20,000 5
PRU funds › PRUDENTIAL FINL INC HOLD 0.0% -0.0% 1.3 11,800 +0 5
MET funds › METLIFE INC TRIM 0.0% -0.1% 1.3 14,900 -134,056 5
AMP funds › AMERIPRISE FINL INC HOLD 0.0% -0.0% 1.1 2,500 +0 5
AIG funds › AMERICAN INTL GROUP INC TRIM 0.0% -0.1% 1.1 15,300 -126,030 5
WAT funds › WATERS CORP TRIM 0.0% -0.0% 1.0 2,707 -7,162 2
ARES funds › ARES MANAGEMENT CORPORATION HOLD 0.0% -0.0% 0.8 7,200 +0 5
FISV funds › FISERV INC TRIM 0.0% -0.1% 0.6 13,200 -202,931 5
COIN funds › COINBASE GLOBAL INC TRIM 0.0% -0.0% 0.6 4,100 -34,500 5
FIS funds › FIDELITY NATL INFORMATION SV HOLD 0.0% -0.0% 0.5 12,200 +0 5
OXY funds › OCCIDENTAL PETE CORP EXIT 0.0% -0.1% 0.0 0 -284,800 0
KMI funds › KINDER MORGAN INC DEL EXIT 0.0% -0.1% 0.0 0 -427,103 0
STN funds › STANTEC INC EXIT 0.0% -0.0% 0.0 0 -98,300 0
HEI funds › HEICO CORP NEW EXIT 0.0% -0.0% 0.0 0 -28,400 0
KWEB funds › KRANESHARES TRUST EXIT 0.0% -1.5% 0.0 0 -8,885,966 0
AXON funds › AXON ENTERPRISE INC EXIT 0.0% -0.0% 0.0 0 -17,630 0
EWZ funds › ISHARES INC EXIT 0.0% -0.4% 0.0 0 -1,800,550 0
UPS funds › UNITED PARCEL SVCS INC EXIT 0.0% -0.1% 0.0 0 -119,970 0
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO EXIT 0.0% -0.1% 0.0 0 -151,011 0
CUSIP:884903808 funds › THOMSON REUTERS CORP EXIT 0.0% -0.0% 0.0 0 -63,706 0
CCEP funds › COCA-COLA EUROPACIFIC PARTNE EXIT 0.0% -0.0% 0.0 0 -75,200 0
EW funds › EDWARDS LIFESCIENCES CORP EXIT 0.0% -0.1% 0.0 0 -115,858 0
GEHC funds › GE HEALTHCARE TECHNOLOGIES I EXIT 0.0% -0.0% 0.0 0 -112,500 0
PTC funds › PTC INC EXIT 0.0% -0.1% 0.0 0 -61,400 0
QQQ funds › INVESCO QQQ TR EXIT 0.0% -1.4% 0.0 0 -400,000 0
KMB funds › KIMBERLY-CLARK CORP EXIT 0.0% -0.1% 0.0 0 -99,516 0
ONON funds › ON HLDG AG EXIT 0.0% -0.0% 0.0 0 -160,000 0
PWR funds › QUANTA SVCS INC EXIT 0.0% -0.1% 0.0 0 -31,920 0
RBLX funds › ROBLOX CORP EXIT 0.0% -0.0% 0.0 0 -109,000 0
RCI funds › ROGERS COMMUNICATIONS INC EXIT 0.0% -0.1% 0.0 0 -234,900 0
COR funds › CENCORA INC EXIT 0.0% -0.1% 0.0 0 -44,425 0
J funds › JACOBS SOLUTIONS INC EXIT 0.0% -0.1% 0.0 0 -66,800 0
VEEV funds › VEEVA SYS INC EXIT 0.0% -0.0% 0.0 0 -34,200 0
VCLT funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.7% 0.0 0 -1,600,000 0
ARGT funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -64,599 0
TRV funds › TRAVELERS COMPANIES INC EXIT 0.0% -0.1% 0.0 0 -53,447 0
VSNT funds › VERSANT MEDIA GROUP INC EXIT 0.0% -0.0% 0.0 0 -30,651 0
TRP funds › TC ENERGY CORP EXIT 0.0% -0.1% 0.0 0 -215,100 0
ASHR funds › DBX ETF TR EXIT 0.0% -0.3% 0.0 0 -1,700,000 0
ALNY funds › ALNYLAM PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -21,100 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.1% 0.0 0 -410,191 0
RSG funds › REPUBLIC SVCS INC EXIT 0.0% -0.1% 0.0 0 -63,178 0
CRH funds › CRH PLC EXIT 0.0% -0.1% 0.0 0 -110,900 0
SMCI funds › SUPER MICRO COMPUTER INC EXIT 0.0% -0.0% 0.0 0 -147,350 0
VCIT funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -1.3% 0.0 0 -2,700,000 0
MSTR funds › STRATEGY INC EXIT 0.0% -0.0% 0.0 0 -42,880 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.1% 0.0 0 -260,639 0
DB funds › DEUTSCHE BK AG EXIT 0.0% -0.0% 0.0 0 -256,900 0
FLUT funds › FLUTTER ENTMT PLC EXIT 0.0% -0.0% 0.0 0 -55,000 0
ACM funds › AECOM EXIT 0.0% -0.0% 0.0 0 -88,700 0
OMC funds › OMNICOM GROUP INC EXIT 0.0% -0.1% 0.0 0 -125,300 0
RACE funds › FERRARI N V EXIT 0.0% -0.0% 0.0 0 -8,700 0
DOC funds › HEALTHPEAK PROPERTIES INC EXIT 0.0% -0.1% 0.0 0 -585,700 0
HEIA funds › HEICO CORP NEW EXIT 0.0% -0.0% 0.0 0 -17,475 0
TGT funds › TARGET CORP EXIT 0.0% -0.1% 0.0 0 -100,480 0
FTNT funds › FORTINET INC EXIT 0.0% -0.1% 0.0 0 -140,650 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 18,870 313 0.19 52% 0.041 0.839 in
2026Q1 16,977 319 0.22 51% 0.035 0.792 in
2025Q4 16,539 308 0.12 52% 0.046 0.881 in
2025Q3 15,594 312 0.08 52% 0.044 0.909 in
2025Q2 13,572 309 0.13 54% 0.056 0.892 entered
2025Q1 11,628 318 0.00 48% 0.046 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