Fund Universe

← Fund Universe

☆Founders Capital Management

CIK 0001704300 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.418
AUM ($M)
231
Positions
420
Turnover
0.11
Top-10 wt
58%
Herfindahl
0.047
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 427 positions · portfolio value $231M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GLW funds › CORNING INC TRIM — 11.6% +4.5% 26.8 105,013 -1,536 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 8.9% +1.0% 20.6 27,936 +16 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 5.3% +2.5% 12.2 16,913 +115 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 5.2% -0.7% 12.0 32,285 -186 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 5.1% -0.4% 11.9 46,663 +371 5 —
☆AAPL funds › APPLE INC ADD — 4.9% +0.1% 11.3 39,199 +126 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 4.7% -0.0% 10.8 32,950 +120 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 4.5% +0.3% 10.4 87,110 +455 5 —
☆RTX funds › RTX CORPORATION ADD — 4.2% -0.6% 9.8 51,478 +290 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 3.6% -1.3% 8.4 61,095 +2,070 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 3.4% +0.1% 7.9 10,604 +123 5 —
☆GOOG funds › ALPHABET INC ADD — 3.4% +0.3% 7.9 22,388 +223 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 3.3% -1.1% 7.7 15,133 +156 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 3.0% -0.8% 6.9 41,922 +4,558 5 —
☆ABBV funds › ABBVIE INC ADD — 2.7% +0.1% 6.3 25,101 +406 5 —
☆PAGP funds › PLAINS GP HLDGS L P ADD — 2.7% -0.3% 6.3 258,172 +2,748 5 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 2.3% +0.1% 5.3 140,492 +1,482 5 —
☆MRK funds › MERCK & CO INC ADD — 2.1% -0.0% 5.0 38,583 +1,831 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 1.1% -0.5% 2.5 4,874 +161 5 —
☆BITQ funds › BITWISE FUNDS TRUST ADD — 1.1% +0.1% 2.4 99,932 +1,129 3 —
☆MCD funds › MCDONALDS CORP ADD — 1.0% -0.3% 2.3 8,628 +144 5 —
☆CQP funds › CHENIERE ENERGY PARTNERS L P ADD — 0.9% -0.1% 2.0 32,676 +708 5 —
☆SLB funds › SLB LIMITED ADD — 0.7% -0.1% 1.5 32,815 +1,018 5 —
☆ADBE funds › ADOBE INC TRIM — 0.5% -0.2% 1.2 5,975 -272 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.5% +0.0% 1.2 5,077 +383 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.5% -0.1% 1.2 31,603 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.4% +0.0% 1.0 1,891 +131 5 —
☆BA funds › BOEING CO HOLD — 0.4% -0.0% 0.9 3,948 +0 5 —
☆BITW funds › BITWISE 10 CRYPTO INDEX ETF ADD — 0.3% -0.1% 0.8 20,406 +802 3 —
☆KO funds › COCA COLA CO ADD — 0.3% -0.0% 0.7 8,707 +144 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.3% -0.0% 0.7 2,630 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% +0.1% 0.7 1,348 +550 5 —
☆LOW funds › LOWES COS INC ADD — 0.3% -0.0% 0.6 2,882 +255 5 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.3% +0.1% 0.6 1,971 +0 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% +0.0% 0.5 1,480 -140 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 0.5 458 -142 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% -0.0% 0.5 2,464 +2 5 —
☆PEP funds › PEPSICO INC ADD — 0.2% -0.0% 0.5 3,484 +153 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.2% +0.1% 0.5 724 -126 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 0.5 1,300 -50 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.0% 0.5 4,011 -37 5 —
☆AVGO funds › BROADCOM INC ADD — 0.2% +0.0% 0.4 1,186 +65 5 —
☆SNDK funds › SANDISK CORP TRIM — 0.2% +0.1% 0.4 191 -39 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.0% 0.4 457 -1 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.2% -0.0% 0.4 2,443 +0 5 —
☆SCHW funds › SCHWAB CHARLES CORP HOLD — 0.1% -0.0% 0.3 3,582 +0 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 0.3 13,473 +909 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.3 302 +0 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% -1.5% 0.3 2,054 -22,835 5 —
☆OKE funds › ONEOK INC NEW HOLD — 0.1% -0.0% 0.3 3,369 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 0.3 1,817 +4 5 —
☆PSA funds › PUBLIC STORAGE HOLD — 0.1% +0.0% 0.3 850 +0 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.3 490 -100 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.3 1,707 -420 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% +0.1% 0.2 2,318 +2,138 5 —
☆IWD funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,007 +0 5 —
☆NWPX funds › NWPX INFRASTRUCTURE INC HOLD — 0.1% +0.0% 0.2 1,600 +0 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.2 1,195 +100 5 —
☆TSLA funds › TESLA INC HOLD — 0.1% +0.0% 0.2 557 +0 5 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.1% +0.0% 0.2 550 +0 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.2 214 +34 5 —
☆PGX funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.2 20,345 +20,345 1 —
☆V funds › VISA INC HOLD — 0.1% +0.0% 0.2 600 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.1% 0.2 700 -501 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.2 1,944 +1,620 5 —
☆IRDM funds › IRIDIUM COMMUNICATIONS INC HOLD — 0.1% +0.0% 0.2 3,000 +0 5 —
☆PLPC funds › PREFORMED LINE PRODS CO HOLD — 0.1% +0.0% 0.2 400 +0 5 —
☆IWB funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 395 +0 5 —
☆FRD funds › FRIEDMAN INDS INC HOLD — 0.1% +0.0% 0.2 5,000 +0 5 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.1% -0.0% 0.2 2,000 +0 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.1% +0.0% 0.2 1,326 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.1% -0.0% 0.1 409 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.1% -0.0% 0.1 410 +0 5 —
☆IVE funds › ISHARES TR ADD — 0.1% +0.0% 0.1 638 +31 5 —
☆INTC funds › INTEL CORP HOLD — 0.1% +0.0% 0.1 1,025 +0 5 —
☆SCI funds › SERVICE CORP INTL HOLD — 0.1% -0.0% 0.1 1,800 +0 5 —
☆PLAB funds › PHOTRONICS INC ADD — 0.1% -0.0% 0.1 4,200 +700 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.1 2,565 +3 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.1 713 +100 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.1 360 +0 5 —
☆IJK funds › ISHARES TR HOLD — 0.1% +0.0% 0.1 1,126 +0 5 —
☆COHR funds › COHERENT CORP TRIM — 0.1% +0.0% 0.1 330 -20 5 —
☆C funds › CITIGROUP INC HOLD — 0.1% +0.0% 0.1 900 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.1 409 +0 5 —
☆IYW funds › ISHARES TR HOLD — 0.1% +0.0% 0.1 490 +0 5 —
☆RELL funds › RICHARDSON ELECTRS LTD HOLD — 0.1% +0.0% 0.1 6,500 +0 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.1% -0.0% 0.1 2,222 +0 5 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.1 773 +100 5 —
☆ET funds › ENERGY TRANSFER L P HOLD — 0.0% -0.0% 0.1 5,805 +0 5 —
☆DAC funds › DANAOS CORPORATION HOLD — 0.0% -0.0% 0.1 900 +0 5 —
☆META funds › META PLATFORMS INC HOLD — 0.0% -0.0% 0.1 177 +0 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 1,540 +0 5 —
☆BAC funds › BANK OF AMER CORP HOLD — 0.0% +0.0% 0.1 1,731 +0 5 —
☆PAG funds › PENSKE AUTOMOTIVE GRP INC HOLD — 0.0% +0.0% 0.1 550 +0 5 —
☆AR funds › ANTERO RESOURCES CORP HOLD — 0.0% -0.0% 0.1 2,800 +0 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 1,245 +0 5 —
☆CHRD funds › CHORD ENERGY CORPORATION HOLD — 0.0% -0.0% 0.1 815 +0 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,747 +1,293 5 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 843 +0 5 —
☆NFLX funds › NETFLIX INC. HOLD — 0.0% -0.0% 0.1 1,250 +0 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.1 1,638 +1,638 1 —
☆GEV funds › GE VERNOVA INC HOLD — 0.0% +0.0% 0.1 75 +0 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% +0.0% 0.1 4,970 +0 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 128 +0 5 —
☆IVOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 0.1 770 +0 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.1 1,500 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.0% -0.0% 0.1 250 +0 5 —
☆INSW funds › INTERNATIONAL SEAWAYS INC HOLD — 0.0% -0.0% 0.1 1,100 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.0% -0.0% 0.1 806 +0 5 —
☆PPIH funds › PERMA-PIPE INTL HLDGS INC HOLD — 0.0% -0.0% 0.1 3,000 +0 5 —
☆PBR funds › PETROLEO BRASILEIRO S A HOLD — 0.0% -0.0% 0.1 5,000 +0 5 —
☆LIT funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.1 1,015 +0 5 —
☆AXTI funds › AXT INC TRIM — 0.0% -0.0% 0.1 1,100 -800 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 259 +0 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% +0.0% 0.1 1,019 +309 5 —
☆QUAL funds › ISHARES TR NEW — 0.0% +0.0% 0.1 349 +349 1 —
☆EGY funds › VAALCO ENERGY INC HOLD — 0.0% -0.0% 0.1 15,000 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,400 +600 5 —
☆PRU funds › PRUDENTIAL FINL INC HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆ZIM funds › ZIM INTEGRATED SHIPPING SERV HOLD — 0.0% -0.0% 0.1 2,900 +0 5 —
☆RFIL funds › RF INDS LTD HOLD — 0.0% +0.0% 0.1 3,420 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.1 1,337 +1 5 —
☆NAD funds › NUVEEN QUALITY MUNCP INCOME ADD — 0.0% +0.0% 0.1 5,900 +900 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 1,570 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.0% +0.0% 0.1 120 +0 2 —
☆LPG funds › DORIAN LPG LTD HOLD — 0.0% -0.0% 0.1 2,000 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% -0.0% 0.1 379 +0 5 —
☆O funds › REALTY INCOME CORP HOLD — 0.0% -0.0% 0.1 1,100 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.1 813 -1,000 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.0% +0.0% 0.1 139 +90 5 —
☆NBN funds › NORTHEAST BK PORTLAND ME HOLD — 0.0% +0.0% 0.1 500 +0 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.1 512 +0 5 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC HOLD — 0.0% -0.0% 0.1 5,500 +0 5 —
☆MHO funds › M/I HOMES INC HOLD — 0.0% +0.0% 0.1 400 +0 5 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.1 395 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 384 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.0% +0.0% 0.1 200 +0 2 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 0.1 700 +0 5 —
☆ROP funds › ROPER TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.1 170 +0 5 —
☆VALE funds › VALE S A HOLD — 0.0% -0.0% 0.1 3,800 +0 5 —
☆VPV funds › INVESCO PA VALUE MUN INC TR ADD — 0.0% +0.0% 0.1 5,000 +2,000 5 —
☆KIM funds › KIMCO REALTY CORP HOLD — 0.0% -0.0% 0.1 2,224 +0 5 —
☆CMRE funds › COSTAMARE INC HOLD — 0.0% -0.0% 0.1 4,000 +0 5 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.0% +0.0% 0.1 185 +85 2 —
☆VST funds › VISTRA CORP ADD — 0.0% +0.0% 0.1 350 +100 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 735 +0 5 —
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,040 +0 5 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI HOLD — 0.0% +0.0% 0.1 200 +0 2 —
☆CPT funds › CAMDEN PPTY TR HOLD — 0.0% +0.0% 0.1 475 +0 5 —
☆CCEC funds › CAPITAL CLEAN ENERGY CARRIER HOLD — 0.0% -0.0% 0.1 2,500 +0 5 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.1 406 +0 5 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 0.1 26 +4 5 —
☆SHEL funds › SHELL PLC HOLD — 0.0% -0.0% 0.1 662 +0 5 —
☆DB funds › DEUTSCHE BK AG HOLD — 0.0% +0.0% 0.1 1,500 +0 5 —
☆ORN funds › ORION GROUP HLDGS INC HOLD — 0.0% +0.0% 0.1 3,000 +0 5 —
☆SD funds › SANDRIDGE ENERGY INC HOLD — 0.0% -0.0% 0.0 3,500 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.0% -0.0% 0.0 200 -150 5 —
☆VIS funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.0 130 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆FEZ funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 665 +0 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆KRG funds › KITE REALTY GROUP TRUST HOLD — 0.0% +0.0% 0.0 1,600 +0 5 —
☆UEC funds › URANIUM ENERGY CORP HOLD — 0.0% -0.0% 0.0 4,215 +0 5 —
☆IYM funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆TJX funds › TJX COS INC NEW HOLD — 0.0% -0.0% 0.0 292 +0 3 —
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.0% -0.0% 0.0 700 +0 5 —
☆IVW funds › ISHARES TR ADD — 0.0% +0.0% 0.0 320 +67 5 —
☆VSTS funds › VESTIS CORPORATION HOLD — 0.0% +0.0% 0.0 3,000 +0 3 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.0 153 +0 5 —
☆AMLP funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 808 +0 5 —
☆CCJ funds › CAMECO CORP HOLD — 0.0% -0.0% 0.0 400 +0 3 —
☆SONY funds › SONY GROUP CORP HOLD — 0.0% -0.0% 0.0 2,005 +0 5 —
☆BTE funds › BAYTEX ENERGY CORP HOLD — 0.0% -0.0% 0.0 10,000 +0 5 —
☆CUSIP:33938T104 funds › FLEXIBLE SOLUTIONS INTL INC HOLD — 0.0% +0.0% 0.0 6,000 +0 5 —
☆AGX funds › ARGAN INC HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 260 +0 5 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% -0.0% 0.0 953 +227 5 —
☆IJR funds › ISHARES TR ADD — 0.0% +0.0% 0.0 265 +26 5 —
☆MP funds › MP MATERIALS CORP HOLD — 0.0% +0.0% 0.0 700 +0 4 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 0.0 249 +13 3 —
☆XOP funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 252 +0 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 202 +202 1 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆GMAB funds › GENMAB A/S HOLD — 0.0% -0.0% 0.0 1,400 +0 5 —
☆IXN funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 266 +0 5 —
☆KE funds › KIMBALL ELECTRONICS INC HOLD — 0.0% -0.0% 0.0 1,500 +0 5 —
☆PAI funds › WESTERN ASSET INVESTMENT GRA HOLD — 0.0% -0.0% 0.0 3,140 +0 5 —
☆GSL funds › GLOBAL SHIP LEASE INC HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆PBF funds › PBF ENERGY INC HOLD — 0.0% -0.0% 0.0 800 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.0 215 +0 5 —
☆LNG funds › CHENIERE ENERGY INC HOLD — 0.0% -0.0% 0.0 151 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.0% -0.0% 0.0 850 +0 5 —
☆REI funds › RING ENERGY INC TRIM — 0.0% -0.0% 0.0 33,000 -22,200 5 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 429 +2 5 —
☆PB funds › PROSPERITY BANCSHARES INC HOLD — 0.0% -0.0% 0.0 483 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.0 189 +0 5 —
☆SBRA funds › SABRA HEALTH CARE REIT INC ADD — 0.0% +0.0% 0.0 1,750 +250 4 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 110 +0 4 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.0 350 -920 5 —
☆DOV funds › DOVER CORP HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆TDW funds › TIDEWATER INC NEW HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆EXK funds › ENDEAVOUR SILVER CORP HOLD — 0.0% -0.0% 0.0 4,000 +0 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% +0.0% 0.0 426 +48 3 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 289 +1 5 —
☆RCAT funds › RED CAT HLDGS INC HOLD — 0.0% -0.0% 0.0 3,000 +0 3 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.0 499 +0 5 —
☆VLN funds › VALENS SEMICONDUCTOR LTD HOLD — 0.0% +0.0% 0.0 14,000 +0 2 —
☆CUSIP:693483109 funds › POSCO HOLDINGS INC HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.0 575 +0 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 258 +1 5 —
☆SHY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 370 +370 1 —
☆CUSIP:629156407 funds › NLI HOLDINGS INC HOLD — 0.0% -0.0% 0.0 5,000 +0 5 —
☆BGR funds › BLACKROCK ENERGY & RES TR HOLD — 0.0% -0.0% 0.0 2,000 +0 5 —
☆DAKT funds › DAKTRONICS INC HOLD — 0.0% -0.0% 0.0 1,500 +0 5 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆IJS funds › ISHARES TR NEW — 0.0% +0.0% 0.0 207 +207 1 —
☆AOR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 406 +0 5 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW TRIM — 0.0% -0.0% 0.0 3,000 -900 5 —
☆T funds › AT&T INC HOLD — 0.0% -0.0% 0.0 1,350 +0 5 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆LNTH funds › LANTHEUS HLDGS INC HOLD — 0.0% +0.0% 0.0 250 +0 5 —
☆TLS funds › TELOS CORP MD HOLD — 0.0% -0.0% 0.0 6,000 +0 5 —
☆MMT funds › ABERDEEN MULTI-MARKET INCOME HOLD — 0.0% -0.0% 0.0 6,270 +0 5 —
☆TTD funds › THE TRADE DESK INC ADD — 0.0% +0.0% 0.0 1,500 +500 2 —
☆OGN funds › ORGANON & CO HOLD — 0.0% +0.0% 0.0 2,000 +0 3 —
☆CCNE funds › CNB FINL CORP PA HOLD — 0.0% +0.0% 0.0 800 +0 4 —
☆SHIP funds › SEANERGY MARITIME HLDGS CORP HOLD — 0.0% -0.0% 0.0 2,000 +0 5 —
☆UNM funds › UNUM GROUP HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.0 132 +0 5 —
☆WES funds › WESTERN MIDSTREAM PARTNERS L ADD — 0.0% +0.0% 0.0 600 +200 4 —
☆HACK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 0.0 250 +50 5 —
☆USAR funds › USA RARE EARTH INC HOLD — 0.0% +0.0% 0.0 1,200 +0 3 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 216 +189 5 —
☆SEZL funds › SEZZLE INC HOLD — 0.0% +0.0% 0.0 150 +0 2 —
☆ERII funds › ENERGY RECOVERY INC HOLD — 0.0% -0.0% 0.0 2,800 +0 5 —
☆GNK funds › GENCO SHIPPING & TRADING LTD HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆ENPH funds › ENPHASE ENERGY INC ADD — 0.0% +0.0% 0.0 500 +100 5 —
☆KELYA funds › KELLY SVCS INC HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆OCUL funds › OCULAR THERAPEUTIX INC HOLD — 0.0% +0.0% 0.0 2,500 +0 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.0 237 +0 3 —
☆USMV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 254 +254 1 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.0 314 +1 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 207 +0 5 —
☆CWEN funds › CLEARWAY ENERGY INC HOLD — 0.0% -0.0% 0.0 700 +0 3 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 0.0 241 +141 2 —
☆LB funds › LANDBRIDGE COMPANY LLC HOLD — 0.0% +0.0% 0.0 300 +0 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% -0.0% 0.0 173 +0 5 —
☆SIL funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆BRT funds › BRT APARTMENTS CORP HOLD — 0.0% +0.0% 0.0 1,500 +0 5 —
☆PDS funds › PRECISION DRILLING CORP HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆CUSIP:825107105 funds › SHORE BANCSHARES INC HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.0% +0.0% 0.0 250 +250 1 —
☆CPRT funds › COPART INC HOLD — 0.0% -0.0% 0.0 800 +0 2 —
☆BITB funds › BITWISE BITCOIN ETF TR HOLD — 0.0% -0.0% 0.0 700 +0 4 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.0% -0.0% 0.0 306 +0 5 —
☆HQH funds › ABRDN HEALTHCARE INVESTORS HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD — 0.0% -0.0% 0.0 50 +0 3 —
☆CUSIP:639027101 funds › NATURES SUNSHINE PRODS INC HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.0 127 +127 1 —
☆ABNB funds › AIRBNB INC HOLD — 0.0% +0.0% 0.0 150 +0 3 —
☆SNX funds › TD SYNNEX CORPORATION HOLD — 0.0% +0.0% 0.0 80 +0 2 —
☆LCTX funds › LINEAGE CELL THERAPEUTICS IN HOLD — 0.0% -0.0% 0.0 16,000 +0 5 —
☆LBRT funds › LIBERTY ENERGY INC HOLD — 0.0% -0.0% 0.0 800 +0 5 —
☆AA funds › ALCOA CORP NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆PFFA funds › ETFIS SER TR I TRIM — 0.0% -0.0% 0.0 1,000 -600 5 —
☆ARCC funds › ARES CAPITAL CORP HOLD — 0.0% -0.0% 0.0 1,110 +0 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.0 80 +0 5 —
☆BBH funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆PLD funds › PROLOGIS INC. NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆EXPE funds › EXPEDIA GROUP INC HOLD — 0.0% -0.0% 0.0 79 +0 3 —
☆WS funds › WORTHINGTON STL INC HOLD — 0.0% -0.0% 0.0 600 +0 2 —
☆AGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER HOLD — 0.0% -0.0% 0.0 500 +0 4 —
☆CRGY funds › CRESCENT ENERGY COMPANY HOLD — 0.0% -0.0% 0.0 2,000 +0 3 —
☆OI funds › O-I GLASS INC HOLD — 0.0% -0.0% 0.0 2,000 +0 3 —
☆UHS funds › UNIVERSAL HLTH SVCS INC HOLD — 0.0% -0.0% 0.0 128 +0 3 —
☆CPRX funds › CATALYST PHARMACEUTICALS INC HOLD — 0.0% +0.0% 0.0 600 +0 4 —
☆ARRY funds › ARRAY TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 2,500 +0 5 —
☆RHI funds › ROBERT HALF INC. HOLD — 0.0% +0.0% 0.0 600 +0 2 —
☆APOG funds › APOGEE ENTERPRISES INC HOLD — 0.0% +0.0% 0.0 400 +0 2 —
☆PGY funds › PAGAYA TECHNOLOGIES LTD NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆EXE funds › EXPAND ENERGY CORPORATION HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CBT funds › CABOT CORP HOLD — 0.0% +0.0% 0.0 200 +0 3 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.0 562 +0 5 —
☆CNI funds › CANADIAN NATL RY CO HOLD — 0.0% +0.0% 0.0 150 +0 4 —
☆IWF funds › ISHARES TR ADD — 0.0% +0.0% 0.0 144 +108 5 —
☆APH funds › AMPHENOL CORP HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆FENY funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 593 +0 5 —
☆HLX funds › HELIX ENERGY SOLUTIONS GRP I HOLD — 0.0% -0.0% 0.0 2,000 +0 5 —
☆LINE funds › LINEAGE INC HOLD — 0.0% +0.0% 0.0 400 +0 3 —
☆NBR funds › NABORS INDUSTRIES LTD HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆ARLP funds › ALLIANCE RESOURCE PARTNERS L NEW — 0.0% +0.0% 0.0 700 +700 1 —
☆IEMG funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 200 +0 3 —
☆DHT funds › DHT HOLDINGS INC HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆PAX funds › PATRIA INVESTMENTS LIMITED NEW — 0.0% +0.0% 0.0 1,500 +1,500 1 —
☆DOW funds › DOW HLDGS INC HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆OBE funds › OBSIDIAN ENERGY LTD NEW — 0.0% +0.0% 0.0 2,000 +2,000 1 —
☆RBRK funds › RUBRIK INC. HOLD — 0.0% +0.0% 0.0 200 +0 2 —
☆PXH funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 569 +569 1 —
☆VTS funds › VITESSE ENERGY INC ADD — 0.0% +0.0% 0.0 1,000 +600 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 469 +0 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.0 157 +0 5 —
☆LUV funds › SOUTHWEST AIRLS CO ADD — 0.0% +0.0% 0.0 300 +200 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE HOLD — 0.0% -0.0% 0.0 400 +0 2 —
☆NRG funds › NRG ENERGY INC HOLD — 0.0% -0.0% 0.0 101 +0 5 —
☆BCAT funds › BLACKROCK CAP ALLOCATION TER HOLD — 0.0% -0.0% 0.0 900 +0 5 —
☆YUMC funds › YUM CHINA HLDGS INC HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆CYD funds › CHINA YUCHAI INTL LTD HOLD — 0.0% +0.0% 0.0 300 +0 2 —
☆PPLT funds › ABRDN PLATINUM ETF TRUST ADD — 0.0% -0.0% 0.0 1,000 +800 5 —
☆SLRC funds › SLR INVESTMENT CORP HOLD — 0.0% -0.0% 0.0 1,140 +0 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 230 +0 5 —
☆TROX funds › TRONOX HOLDINGS PLC HOLD — 0.0% -0.0% 0.0 2,200 +0 5 —
☆UFPI funds › UFP INDUSTRIES INC HOLD — 0.0% -0.0% 0.0 150 +0 2 —
☆CMI funds › CUMMINS INC HOLD — 0.0% +0.0% 0.0 19 +0 5 —
☆ALB funds › ALBEMARLE CORP HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆FTEK funds › FUEL TECH INC HOLD — 0.0% +0.0% 0.0 6,000 +0 5 —
☆PR funds › PERMIAN RESOURCES CORP HOLD — 0.0% -0.0% 0.0 700 +0 3 —
☆IVV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆CGNX funds › COGNEX CORP HOLD — 0.0% +0.0% 0.0 175 +0 2 —
☆DSI funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 89 +0 5 —
☆JOE funds › ST JOE CO HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% +0.0% 0.0 50 +20 3 —
☆OPRA funds › OPERA LTD HOLD — 0.0% +0.0% 0.0 600 +0 5 —
☆ROAD funds › CONSTRUCTION PARTNERS INC HOLD — 0.0% -0.0% 0.0 100 +0 2 —
☆VKTX funds › VIKING THERAPEUTICS INC HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆PSIX funds › POWER SOLUTIONS INTL INC NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆SPH funds › SUBURBAN PROPANE PARTNERS L TRIM — 0.0% -0.0% 0.0 677 -600 5 —
☆PSEC funds › PROSPECT CAP CORP HOLD — 0.0% -0.0% 0.0 5,000 +0 5 —
☆OGI funds › ORGANIGRAM GLOBAL INC HOLD — 0.0% -0.0% 0.0 11,000 +0 5 —
☆IYF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 87 +0 5 —
☆FSLY funds › FASTLY INC NEW — 0.0% +0.0% 0.0 600 +600 1 —
☆OSS funds › ONE STOP SYS INC NEW — 0.0% +0.0% 0.0 600 +600 1 —
☆PATH funds › UIPATH INC HOLD — 0.0% -0.0% 0.0 1,000 +0 2 —
☆KBDC funds › KAYNE ANDERSON BDC INC HOLD — 0.0% -0.0% 0.0 800 +0 4 —
☆APP funds › APPLOVIN CORP NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI HOLD — 0.0% +0.0% 0.0 38 +0 2 —
☆TFC funds › TRUIST FINL CORP NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆SES funds › SES AI CORPORATION HOLD — 0.0% -0.0% 0.0 10,000 +0 2 —
☆SE funds › SEA LTD NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆MTH funds › MERITAGE HOMES CORP HOLD — 0.0% +0.0% 0.0 112 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 46 +0 5 —
☆IGV funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 100 -100 5 —
☆SOCL funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆SAP funds › SAP SE HOLD — 0.0% -0.0% 0.0 56 +0 5 —
☆IYE funds › ISHARES TR ADD — 0.0% -0.0% 0.0 144 +1 5 —
☆WLDN funds › WILLDAN GROUP INC HOLD — 0.0% -0.0% 0.0 100 +0 2 —
☆SWK funds › STANLEY BLACK & DECKER INC HOLD — 0.0% +0.0% 0.0 83 +0 5 —
☆MAIN funds › MAIN STR CAP CORP ADD — 0.0% +0.0% 0.0 150 +50 5 —
☆LUMN funds › LUMEN TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 1,000 +0 3 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 73 +0 5 —
☆IXJ funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 76 +0 5 —
☆AES funds › AES CORP HOLD Common Stock 0.0% -0.0% 0.0 500 +0 5 —
☆RIO funds › RIO TINTO PLC HOLD — 0.0% -0.0% 0.0 77 +0 5 —
☆MNDY funds › MONDAY COM LTD HOLD — 0.0% -0.0% 0.0 100 +0 2 —
☆COO funds › COOPER COS INC HOLD — 0.0% -0.0% 0.0 100 +0 3 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 102 +102 1 —
☆ARKQ funds › ARK ETF TR NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆IXC funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 132 +0 5 —
☆DGRW funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆TAP funds › MOLSON COORS BEVERAGE CO HOLD — 0.0% -0.0% 0.0 152 +0 5 —
☆LSTA funds › LISATA THERAPEUTICS INC HOLD — 0.0% -0.0% 0.0 1,667 +0 5 —
☆VDC funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 13 +0 5 —
☆DEM funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.0 93 +93 1 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.0% -1.7% 0.0 17 -11,791 5 —
☆FANG funds › DIAMONDBACK ENERGY INC ADD — 0.0% -0.0% 0.0 28 +1 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆PNQI funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 95 +0 5 —
☆RKLB funds › ROCKET LAB CORP HOLD — 0.0% +0.0% 0.0 40 +0 3 —
☆EFV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆BAI funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆EFG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% +0.0% 0.0 35 +0 5 —
☆LVS funds › LAS VEGAS SANDS CORP HOLD — 0.0% -0.0% 0.0 83 +0 5 —
☆NFE funds › NEW FORTRESS ENERGY INC HOLD — 0.0% -0.0% 0.0 10,000 +0 3 —
☆EWT funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 33 +0 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.0 12 +0 5 —
☆NEM funds › NEWMONT CORP NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆XLC funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 31 +0 5 —
☆EUFN funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 84 +0 5 —
☆IDOG funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 69 +0 5 —
☆VAW funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 12 +0 5 —
☆LQD funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 24 +0 5 —
☆EEMA funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 22 +0 5 —
☆HYG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 32 +1 5 —
☆JNK funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆SLYV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 22 +0 5 —
☆THRO funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆EWU funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 48 +0 5 —
☆CUSIP:674599162 funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 75 +0 4 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 10 +0 2 —
☆GCOW funds › PACER FDS TR HOLD — 0.0% -0.0% 0.0 42 +0 5 —
☆SHLD funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆EWP funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 28 +0 5 —
☆BEP funds › BROOKFIELD RENEWABLE ENERGY HOLD — 0.0% -0.0% 0.0 47 +0 5 —
☆EWI funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆EWC funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆INFQ funds › INFLEQTION INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆IBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 6 +0 5 —
☆CUSIP:22758A105 funds › CROSSAMERICA PARTNERS LP HOLD — 0.0% -0.0% 0.0 50 +0 5 —
☆EWA funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 35 +0 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC HOLD — 0.0% +0.0% 0.0 4 +0 4 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 5 +0 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 0.0 10 +1 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆BUL funds › PACER FDS TR HOLD — 0.0% -0.0% 0.0 10 +0 5 —
☆PSCC funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 16 +0 5 —
☆FNCL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 7 +0 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.0 6 +1 5 —
☆GLP funds › GLOBAL PARTNERS LP HOLD — 0.0% -0.0% 0.0 9 +0 5 —
☆WFRD funds › WEATHERFORD INTL PLC HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆CTRE funds › CARETRUST REIT INC HOLD — 0.0% -0.0% 0.0 9 +0 5 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 4 +0 5 —
☆FXG funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 3 +0 5 —
☆SHV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 1 +0 3 —
☆RMR funds › RMR GROUP INC HOLD — 0.0% +0.0% 0.0 2 +0 5 —
☆AAL funds › AMERICAN AIRLINES GROUP INC HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆CGC funds › CANOPY GROWTH CORPORATION NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EWG funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆CUSIP:127097103 funds › COTERRA ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC EXIT — 0.0% -0.0% 0.0 0 -75 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆GROW funds › U S GLOBAL INVS INC EXIT — 0.0% -0.0% 0.0 0 -7,000 0 —
☆SGMOQ funds › SANGAMO THERAPEUTICS INC EXIT — 0.0% -0.0% 0.0 0 -6,000 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 231 420 0.11 58% 0.047 0.417 — in
2026Q1 205 390 0.09 54% 0.039 0.410 — in
2025Q4 193 407 0.06 57% 0.042 0.448 — in
2025Q3 189 396 0.05 57% 0.042 0.459 — in
2025Q2 167 383 0.09 56% 0.042 0.393 — entered
2025Q1 155 370 0.00 52% 0.038 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