Fund Universe

Heritage Trust Co

CIK 0001706028 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.448
AUM ($M)
1,155
Positions
313
Turnover
0.08
Top-10 wt
29%
Herfindahl
0.014
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 323 positions · portfolio value $1,155M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 5.6% -0.1% 64.8 224,054 -1,150 5
JNJ funds › JOHNSON & JOHNSON ADD 3.8% -0.4% 43.3 170,585 +43 5
MSFT funds › MICROSOFT CORP ADD 3.5% -0.4% 40.8 109,321 +3,514 5
SPY funds › STATE STREET SPDR S&P 500 ADD 2.9% +0.0% 34.0 45,543 +652 5
GOOG funds › ALPHABET INC ADD 2.9% +0.2% 33.0 93,484 +385 5
VEA funds › VANGUARD ADD 2.8% -0.1% 32.0 448,608 +4,045 5
ABBV funds › ABBVIE INC ADD 2.1% +0.0% 23.9 94,857 +1,127 5
RSP funds › INVESCO ADD 2.0% +0.1% 23.1 108,445 +7,989 5
JPM funds › JPMORGAN CHASE & CO ADD 1.9% -0.1% 22.3 68,110 +509 5
GOOGL funds › ALPHABET INC TRIM 1.8% +0.0% 20.7 57,919 -2,906 5
WMT funds › WALMART INC ADD 1.4% -0.4% 16.7 147,739 +406 5
MU funds › MICRON TECHNOLOGY INC ADD 1.4% +0.9% 16.2 14,069 +367 5
QCOM funds › QUALCOMM INC ADD 1.4% +0.3% 16.1 86,901 +1,147 5
UYLD funds › ANGEL OAK ADD 1.3% -0.2% 15.4 302,409 +5,619 5
CAT funds › CATERPILLAR INC ADD 1.2% +0.3% 13.9 13,071 +430 5
CSCO funds › CISCO SYSTEMS INC TRIM 1.2% +0.3% 13.8 117,889 -344 5
AMZN funds › AMAZON COM INC TRIM 1.2% -0.0% 13.4 56,343 -655 5
HD funds › HOME DEPOT INC ADD 1.1% -0.0% 12.3 34,935 +1,781 5
V funds › VISA INC ADD 1.1% -0.0% 12.3 35,806 +586 5
UNH funds › UNITEDHEALTH GROUP INC ADD 1.0% +0.3% 12.1 29,111 +409 5
MO funds › ALTRIA GROUP INC ADD 1.0% -0.1% 12.0 166,452 +1,588 5
HPE funds › HEWLETT PACKARD ENTERPRISE CO ADD 1.0% +0.4% 11.6 257,915 +1,206 5
LRCX funds › LAM RESEARCH CORP ADD 1.0% +0.4% 11.3 26,063 +152 5
MRK funds › MERCK & CO INC ADD 0.9% -0.0% 10.9 84,905 +3,445 5
NVDA funds › NVIDIA CORP ADD 0.9% +0.0% 10.9 54,334 +603 5
VCIT funds › VANGUARD ADD 0.9% -0.1% 10.8 130,568 +6,869 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.9% +0.1% 10.3 23,904 -22,785 3
BRKB funds › BERKSHIRE HATHAWAY INC ADD 0.9% +0.0% 10.1 20,155 +2,494 5
GM funds › GENERAL MTRS CO ADD 0.9% -0.1% 9.9 128,536 +1,158 5
ORCL funds › ORACLE CORPORATION ADD 0.8% -0.1% 9.5 64,623 +4,320 5
IVV funds › ISHARES TRIM 0.8% -0.0% 9.1 12,199 -17 5
IJK funds › ISHARES ADD 0.8% +0.0% 9.1 77,416 +4,144 5
SBUX funds › STARBUCKS CORP ADD 0.8% +0.0% 8.8 86,489 +4,601 5
META funds › META PLATFORMS INC CL A ADD 0.8% -0.1% 8.8 15,583 +127 5
URI funds › UNITED RENTALS INC TRIM 0.7% +0.2% 8.6 7,628 -42 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.7% -0.3% 8.5 62,212 +1,082 5
QLTY funds › 2023 ETF SERIES TRUST II ADD 0.7% +0.0% 8.4 201,093 +13,309 5
BINC funds › ISHARES ADD 0.7% -0.1% 8.3 159,225 +698 5
VWO funds › VANGUARD ADD 0.7% -0.0% 8.3 139,607 +2,687 5
VOO funds › VANGUARD ADD 0.7% +0.1% 7.7 11,279 +2,468 5
ADP funds › AUTOMATIC DATA PROCESSING INC TRIM 0.6% -0.0% 7.4 33,209 -182 5
PCAR funds › PACCAR INC TRIM 0.6% -0.1% 7.4 61,331 -892 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.6% -0.0% 7.2 21,389 -409 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.6% +0.1% 6.9 6,805 +526 5
PSX funds › PHILLIPS 66 TRIM 0.6% -0.2% 6.9 40,526 -248 5
GPC funds › GENUINE PARTS CO TRIM 0.6% -0.0% 6.8 57,457 -245 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.6% +0.3% 6.6 19,384 +1,706 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.6% -0.0% 6.6 155,405 +38,852 5
ABT funds › ABBOTT LABORATORIES ADD 0.6% -0.0% 6.5 71,899 +13,911 5
TCHP funds › T ROWE PRICE ADD 0.6% +0.0% 6.4 128,332 +10,507 5
USB funds › US BANCORP TRIM 0.5% +0.0% 6.1 101,350 -151 5
CVX funds › CHEVRON CORP ADD 0.5% -0.2% 5.8 35,283 +445 5
DHR funds › DANAHER CORP ADD 0.5% -0.1% 5.8 30,539 +1,148 5
GEV funds › GE VERNOVA LLC ADD 0.5% +0.1% 5.8 4,904 +752 5
GILD funds › GILEAD SCIENCES INC ADD 0.5% -0.1% 5.6 44,113 +1,149 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.5% +0.3% 5.5 9,498 +36 5
CVS funds › CVS HEALTH CORP ADD 0.5% +0.1% 5.5 53,065 +2,353 5
T funds › AT&T INC TRIM 0.5% -0.3% 5.5 265,048 -296 5
OKE funds › ONEOK INC TRIM 0.5% -0.1% 5.5 63,008 -359 5
PG funds › PROCTER & GAMBLE CO ADD 0.5% -0.1% 5.4 36,964 +658 5
SPDW funds › SPDR HOLD 0.5% -0.0% 5.3 104,933 +0 5
PNC funds › PNC FINANCIAL SERVICES GROUP INC ADD 0.5% +0.0% 5.2 21,279 +765 5
BAC funds › BANK OF AMERICA CORPORATION ADD 0.4% +0.0% 5.1 88,641 +6,669 5
DIS funds › WALT DISNEY CO ADD 0.4% +0.1% 4.8 49,827 +20,536 5
AVGO funds › BROADCOM INC ADD 0.4% +0.1% 4.8 12,662 +2,880 5
LLY funds › ELI LILLY & CO ADD 0.4% +0.1% 4.7 3,959 +668 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.4% +0.2% 4.6 9,045 +5,900 5
SCZ funds › ISHARES TRIM 0.4% -0.1% 4.5 54,534 -3,721 5
ITW funds › ILLINOIS TOOL WORKS INC ADD 0.4% -0.0% 4.5 16,563 +265 5
DE funds › DEERE & CO ADD 0.4% +0.0% 4.4 7,005 +830 5
VLO funds › VALERO ENERGY CORP ADD 0.4% -0.0% 4.2 16,193 +290 5
IVW funds › ISHARES TRIM 0.4% +0.0% 4.1 30,079 -134 5
CARY funds › ANGEL OAK ADD 0.4% -0.0% 4.1 199,018 +5,441 5
VIG funds › VANGUARD TRIM 0.4% -0.0% 4.1 17,185 -1,329 5
TGT funds › TARGET CORP ADD 0.3% +0.0% 4.0 30,589 +2,324 5
ICE funds › INTERCONTINENTAL EXCHANGE INC ADD 0.3% -0.1% 4.0 32,121 +2,416 5
UNP funds › UNION PAC CORP TRIM 0.3% -0.0% 3.9 14,292 -196 5
AMT funds › AMERICAN TOWER CORP ADD 0.3% -0.1% 3.8 22,978 +99 5
IRM funds › IRON MTN INC DEL TRIM 0.3% +0.0% 3.8 29,698 -100 5
PEP funds › PEPSICO INC ADD 0.3% -0.1% 3.6 26,939 +3,185 5
RTX funds › RTX CORPORATION ADD 0.3% +0.0% 3.6 19,136 +2,939 5
APH funds › AMPHENOL CORP ADD 0.3% +0.1% 3.6 20,562 +4,500 5
DVN funds › DEVON ENERGY CORP ADD 0.3% -0.1% 3.6 86,632 +9,374 5
OMC funds › OMNICOM GROUP INC ADD 0.3% -0.0% 3.6 48,828 +1,917 5
MS funds › MORGAN STANLEY ADD 0.3% +0.0% 3.6 16,987 +704 5
MAR funds › MARRIOTT INTL INC ADD 0.3% +0.0% 3.5 9,551 +1,276 5
TFC funds › TRUIST FINANCIAL CORPORATION TRIM 0.3% -0.0% 3.5 69,473 -224 5
COF funds › CAPITAL ONE FINANCIAL TRIM 0.3% -0.1% 3.5 17,242 -2,142 5
SHW funds › SHERWIN WILLIAMS CO TRIM 0.3% -0.0% 3.4 9,969 -23 5
NEE funds › NEXTERA ENERGY INC TRIM 0.3% -0.1% 3.4 38,705 -4,426 5
JEPI funds › JPMORGAN TRIM 0.3% -0.0% 3.3 58,909 -173 5
DAL funds › DELTA AIR LINES INC ADD 0.3% +0.1% 3.2 34,556 +5,285 5
MCD funds › MCDONALD'S CORP TRIM 0.3% -0.1% 3.2 11,965 -28 5
VB funds › VANGUARD TRIM 0.3% -0.0% 3.2 10,600 -36 5
HCA funds › HCA HEALTHCARE INC TRIM 0.3% -0.1% 3.1 7,896 -28 5
BA funds › BOEING CO ADD 0.3% +0.0% 3.0 13,899 +1,673 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC HOLD 0.3% -0.0% 3.0 6 +0 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.3% -0.0% 2.9 17,650 +1,044 5
ES funds › EVERSOURCE ENERGY TRIM 0.3% -0.0% 2.9 39,939 -16 5
FDX funds › FEDEX CORP ADD 0.2% -0.1% 2.8 8,948 +304 5
RCL funds › ROYAL CARIBBEAN CRUISES LTD COM ADD 0.2% +0.0% 2.8 8,718 +1,533 5
MET funds › METLIFE INC ADD 0.2% +0.0% 2.7 31,824 +997 5
PFG funds › PRINCIPAL FINANCIAL GROUP INC TRIM 0.2% +0.0% 2.7 24,706 -118 4
PVAL funds › PUTNAM ETF TRUST ADD 0.2% +0.0% 2.7 52,234 +8,583 3
VTIP funds › VANGUARD TRIM 0.2% -0.0% 2.7 52,841 -314 5
BSCT funds › INVESCO ADD 0.2% -0.0% 2.6 140,365 +18,784 5
BSCV funds › INVESCO ADD 0.2% +0.0% 2.5 155,151 +37,431 5
NSC funds › NORFOLK SOUTHERN CORP ADD 0.2% +0.0% 2.5 8,068 +720 5
KO funds › COCA-COLA CO ADD 0.2% -0.0% 2.5 31,156 +380 5
SCHX funds › SCHWAB ADD 0.2% +0.1% 2.5 86,032 +27,543 5
FAST funds › FASTENAL CO TRIM 0.2% -0.0% 2.5 52,204 -541 5
MA funds › MASTERCARD INCORPORATED ADD 0.2% +0.0% 2.5 4,833 +636 5
AQLG funds › ETF OPPORTUNITIES TRUST NEW 0.2% +0.2% 2.4 95,367 +95,367 1
IEFA funds › ISHARES TRIM 0.2% -0.0% 2.4 24,713 -72 5
TIP funds › ISHARES HOLD 0.2% -0.0% 2.4 21,667 +0 5
FSCC funds › FEDERATED HERMES ADD 0.2% +0.0% 2.4 63,503 +4,393 3
GEN funds › GEN DIGITAL INC ADD 0.2% +0.1% 2.4 95,006 +48,863 2
BBY funds › BEST BUY CO INC TRIM 0.2% +0.0% 2.3 30,790 -16 5
AFL funds › AFLAC INC TRIM Common Stock 0.2% -0.0% 2.3 19,805 -29 5
INTC funds › INTEL CORP TRIM 0.2% +0.1% 2.3 16,571 -5,466 5
BP funds › BP PLC SPONSORED ADR TRIM 0.2% -0.1% 2.3 62,233 -271 5
ETN funds › EATON CORP PLC ADD 0.2% +0.1% 2.3 5,318 +1,649 5
PRU funds › PRUDENTIAL FINANCIAL INC ADD 0.2% -0.0% 2.2 20,146 +44 5
IEMG funds › ISHARES TRIM 0.2% +0.0% 2.2 26,205 -411 5
BSCU funds › INVESCO ADD 0.2% +0.0% 2.2 129,558 +22,607 5
GVI funds › ISHARES ADD 0.2% -0.0% 2.1 19,871 +2,593 5
DHI funds › DR HORTON INC ADD 0.2% +0.0% 2.1 12,874 +778 5
EEM funds › ISHARES HOLD 0.2% +0.0% 2.0 29,946 +0 5
RHP funds › RYMAN HOSPITALITY PPTYS INC COM TRIM 0.2% +0.0% 2.0 15,908 -144 5
ASML funds › ASML HOLDING NV HOLD 0.2% +0.0% 2.0 1,027 +0 5
BSCS funds › INVESCO ADD 0.2% -0.0% 2.0 100,019 +7,119 5
LOW funds › LOWES COS INC TRIM 0.2% -0.0% 2.0 9,092 -10 5
PTF funds › INVESCO HOLD 0.2% +0.0% 1.8 13,560 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.2% -0.1% 1.8 17,626 -48 5
NOW funds › SERVICENOW INC ADD 0.2% -0.0% 1.8 18,231 +938 5
REGN funds › REGENERON PHARMACEUTICALS INC ADD 0.2% -0.0% 1.8 2,898 +242 5
MCK funds › MCKESSON CORP TRIM 0.2% -0.1% 1.8 2,385 -1 5
CB funds › CHUBB LIMITED COM TRIM 0.2% -0.0% 1.8 5,251 -45 5
PFE funds › PFIZER INC TRIM 0.2% -0.1% 1.7 72,085 -1,079 5
TSM funds › TAIWAN SEMICONDUCTOR HOLD 0.2% +0.0% 1.7 3,634 +0 5
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.1% +0.0% 1.7 3,356 +0 5
VGT funds › VANGUARD ADD 0.1% +0.0% 1.7 13,880 +12,145 5
VOX funds › VANGUARD TRIM 0.1% -0.0% 1.7 8,996 -148 5
UPS funds › UNITED PARCEL SERVICE ADD 0.1% -0.0% 1.6 15,188 +722 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.1% -0.0% 1.6 4,063 +286 5
PYPL funds › PAYPAL HOLDINGS INC ADD 0.1% -0.0% 1.6 36,550 +2,542 5
HON funds › HONEYWELL INTERNATIONAL INC NEW 0.1% +0.1% 1.5 6,654 +6,654 1
VPU funds › VANGUARD HOLD 0.1% -0.0% 1.5 7,664 +0 5
LNG funds › CHENIERE ENERGY INC TRIM 0.1% -0.1% 1.5 6,176 -166 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 1.5 6,654 +6,654 1
BSCR funds › INVESCO ADD 0.1% -0.0% 1.4 73,339 +4,509 5
KR funds › KROGER CO TRIM 0.1% -0.1% 1.4 25,730 -10 5
PAAA funds › PGIM HOLD 0.1% -0.0% 1.4 27,779 +0 3
IBM funds › INTERNATIONAL BUSINESS MACHINES ADD 0.1% +0.0% 1.4 5,051 +91 5
AMGN funds › AMGEN INC ADD 0.1% -0.0% 1.4 3,893 +37 5
WFC funds › WELLS FARGO CO TRIM 0.1% -0.0% 1.4 16,951 -1,139 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% +0.0% 1.4 4,183 -72 5
BLK funds › BLACKROCK INC ADD 0.1% -0.0% 1.4 1,449 +118 5
IDEV funds › ISHARES TRIM 0.1% -0.0% 1.4 15,477 -61 5
QQQ funds › INVESCO HOLD 0.1% +0.0% 1.4 1,864 +0 5
BSCQ funds › INVESCO TRIM 0.1% -0.0% 1.3 68,265 -1,030 5
BSCW funds › INVESCO EXCHANGE-TRADED SELF-IND ADD 0.1% +0.0% 1.3 63,448 +23,057 3
CUSIP:920253101 funds › VALMONT INDUSTRIES INC HOLD 0.1% +0.0% 1.3 2,247 +0 5
TT funds › TRANE TECHNOLOGIES ADD 0.1% +0.0% 1.3 2,636 +5 5
IWR funds › ISHARES HOLD 0.1% -0.0% 1.3 11,732 +0 5
CI funds › CIGNA CORP ADD 0.1% +0.0% 1.3 4,584 +1,306 5
GLW funds › CORNING INC TRIM 0.1% +0.0% 1.2 4,812 -150 5
VIGI funds › VANGUARD HOLD 0.1% -0.0% 1.2 12,975 +0 5
ALL funds › ALLSTATE CORP HOLD 0.1% -0.0% 1.2 5,084 +0 3
ZBH funds › ZIMMER BIOMET HOLDINGS INC TRIM 0.1% -0.0% 1.2 13,847 -294 5
AGG funds › ISHARES ADD 0.1% +0.0% 1.2 11,829 +5,189 5
D funds › DOMINION ENERGY INC ADD 0.1% +0.0% 1.2 16,895 +1,392 5
BCSF funds › BAIN CAPITAL SPECIALTY FINANCE HOLD 0.1% -0.0% 1.1 91,325 +0 5
KLAC funds › KLA-TENCOR CORP ADD 0.1% +0.0% 1.1 3,620 +3,258 5
COST funds › COSTCO WHOLESALE CORP TRIM 0.1% -0.0% 1.1 1,149 -41 5
AMAT funds › APPLIED MATERIALS INC HOLD 0.1% +0.0% 1.0 1,448 +0 5
OGE funds › OGE ENERGY CORP TRIM 0.1% -0.0% 1.0 20,947 -85 5
IWM funds › ISHARES ADD 0.1% +0.0% 1.0 3,320 +98 5
IJH funds › ISHARES HOLD 0.1% -0.0% 0.9 12,026 +0 5
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 0.9 876 -10 5
STT funds › STATE STREET CORP ADD 0.1% +0.0% 0.9 5,380 +435 2
XLK funds › SELECT SECTOR SPDR TRIM 0.1% +0.0% 0.9 4,787 -125 5
VMC funds › VULCAN MATERIALS CO TRIM 0.1% -0.0% 0.9 2,995 -73 5
RVTY funds › REVVITY INC TRIM 0.1% -0.0% 0.9 7,851 -815 5
SCHA funds › SCHWAB ADD 0.1% +0.0% 0.9 23,979 +9,650 5
KTOS funds › KRATOS DEFENSE SECURITY HOLD 0.1% -0.0% 0.8 16,990 +0 5
ADI funds › ANALOG DEVICES INC HOLD 0.1% +0.0% 0.8 2,112 +0 5
GLD funds › SPDR GOLD SHARES HOLD 0.1% -0.0% 0.8 2,274 +0 5
VCSH funds › VANGUARD HOLD 0.1% -0.0% 0.8 9,893 +0 5
JMBS funds › JANUS HENDERSON HOLD 0.1% -0.0% 0.8 17,043 +0 5
STX funds › SEAGATE TECHNOLOGIES HOLDINGS TRIM 0.1% +0.0% 0.8 793 -334 5
MGMT funds › ABSOLUTE ADD 0.1% +0.0% 0.8 14,886 +1,609 5
SCHB funds › SCHWAB NEW 0.1% +0.1% 0.8 26,110 +26,110 1
EFA funds › ISHARES ADD 0.1% +0.0% 0.7 7,203 +1,166 5
VUG funds › VANGUARD ADD 0.1% +0.0% 0.7 8,679 +7,975 5
TXN funds › TEXAS INSTRUMENTS INC HOLD 0.1% +0.0% 0.7 2,506 +0 5
CBSH funds › COMMERCE BANCSHARES INC HOLD 0.1% +0.0% 0.7 12,907 +0 5
EMR funds › EMERSON ELECTRIC CO HOLD 0.1% -0.0% 0.7 5,188 +0 5
FRMI funds › FERMI INC. NEW 0.1% +0.1% 0.7 78,361 +78,361 1
SRLN funds › SPDR ADD 0.1% -0.0% 0.7 17,638 +603 5
ARM funds › ARM HOLDINGS PLC TRIM 0.1% +0.0% 0.7 2,002 -43 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.1% -0.0% 0.7 1,396 +17 5
BSCX funds › INVESCO EXCHANGE-TRADED SELF-IND ADD 0.1% +0.0% 0.7 32,803 +15,343 2
CRM funds › SALESFORCE COM INC TRIM 0.1% -0.0% 0.7 4,325 -520 5
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.1% +0.1% 0.7 4,445 +4,445 1
WMB funds › WILLIAMS COS INC TRIM 0.1% -0.0% 0.7 8,979 -455 5
GSK funds › GSK PLC ADR TRIM 0.1% -0.0% 0.7 12,641 -534 4
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.1% -0.0% 0.6 1,524 +0 5
EOG funds › EOG RESOURCES INC ADD 0.1% -0.0% 0.6 4,833 +387 5
VYM funds › VANGUARD HOLD 0.1% -0.0% 0.6 3,878 +0 5
BSMR funds › INVESCO ADD 0.1% -0.0% 0.6 25,530 +1,908 5
TJX funds › TJX COS INC HOLD 0.1% -0.0% 0.6 3,975 +0 5
TSLA funds › TESLA INC ADD 0.1% +0.0% 0.6 1,417 +53 5
BSMS funds › INVESCO ADD 0.1% +0.0% 0.6 25,380 +4,494 5
IWY funds › ISHARES TRIM 0.1% +0.0% 0.6 2,014 -4 5
ACN funds › ACCENTURE PLC A TRIM 0.1% -0.3% 0.6 4,694 -15,422 5
SCHM funds › SCHWAB TRIM 0.0% -0.0% 0.6 15,646 -1,454 5
VTV funds › VANGUARD ADD 0.0% +0.0% 0.6 2,612 +744 5
LQD funds › ISHARES TRIM 0.0% -0.0% 0.5 4,893 -94 5
FCX funds › FREEPORT-MCMORAN INC ADD 0.0% -0.0% 0.5 8,354 +43 2
NTRS funds › NORTHERN TRUST CORP HOLD 0.0% +0.0% 0.5 3,007 +0 5
CMI funds › CUMMINS INC HOLD 0.0% +0.0% 0.5 732 +0 5
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.5 4,713 +0 5
BSMU funds › INVESCO ADD 0.0% -0.0% 0.5 23,357 +1,832 2
FCNCA funds › FIRST CITIZENS BANCSHARES INC NC TRIM 0.0% -0.0% 0.5 245 -10 5
DON funds › WISDOMTREE HOLD 0.0% -0.0% 0.5 8,863 +0 5
SPGI funds › S&P GLOBAL INC COM TRIM 0.0% -0.0% 0.5 1,182 -54 5
VNQ funds › VANGUARD TRIM 0.0% -0.0% 0.5 4,904 -231 5
BMY funds › BRISTOL MYERS SQUIBB CO ADD 0.0% +0.0% 0.5 8,006 +1,461 5
FNF funds › FIDELITY NATIONAL FINANCIAL INC TRIM 0.0% -0.0% 0.5 9,679 -185 2
IJR funds › ISHARES HOLD 0.0% +0.0% 0.5 3,054 +0 5
BSMT funds › INVESCO ADD 0.0% -0.0% 0.5 19,606 +2,398 4
SSRM funds › SSR MINING INC HOLD 0.0% -0.0% 0.4 15,774 +0 5
BNY funds › BANK OF NEW YORK MELLON CORP TRIM 0.0% -0.0% 0.4 3,073 -341 5
CATH funds › GLOBAL X HOLD 0.0% -0.0% 0.4 5,000 +0 5
EVT funds › EATON VANCE HOLD 0.0% -0.0% 0.4 15,875 +0 5
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.4 1,701 +6 5
VTI funds › VANGUARD ADD 0.0% +0.0% 0.4 1,174 +310 5
BANF funds › BANCFIRST CORP TRIM 0.0% -0.0% 0.4 3,885 -36 5
PM funds › PHILIP MORRIS INTERNATIONAL INC HOLD 0.0% -0.0% 0.4 2,364 +0 5
BSMQ funds › INVESCO TRIM 0.0% -0.0% 0.4 18,156 -1,480 5
CMCSA funds › COMCAST CORP ADD 0.0% +0.0% 0.4 17,185 +5,308 5
FISV funds › FISERV INC TRIM 0.0% -0.0% 0.4 8,535 -611 5
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.4 806 +22 5
PHYS funds › SPROTT PHYSICAL GOLD TRUST HOLD 0.0% -0.0% 0.4 13,847 +0 5
XEL funds › XCEL ENERGY INC HOLD 0.0% -0.0% 0.4 5,157 +0 5
VAW funds › VANGUARD HOLD 0.0% -0.0% 0.4 1,766 +0 5
ET funds › ENERGY TRANSFER EQUITY LP HOLD 0.0% -0.0% 0.4 20,832 +0 5
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 0.4 4,043 -65 5
PWR funds › QUANTA SERVICES INC NEW 0.0% +0.0% 0.4 550 +550 1
WM funds › WASTE MANAGEMENT INC ADD 0.0% -0.0% 0.4 1,772 +66 5
NVO funds › NOVO NORDISK A/S ADR NEW 0.0% +0.0% 0.4 8,216 +8,216 1
CEG funds › CONSTELLATION ENERGY CORP. HOLD 0.0% -0.0% 0.4 1,551 +0 5
RZG funds › INVESCO HOLD 0.0% +0.0% 0.4 5,295 +0 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.0% -0.0% 0.4 6,561 +0 5
MDY funds › SPDR S&P MIDCAP 400 (MKT) TRIM 0.0% -0.0% 0.4 535 -9 5
ARCC funds › ARES CAPITAL CORP HOLD 0.0% -0.0% 0.4 20,185 +0 5
TROW funds › T ROWE PRICE GROUP INC HOLD 0.0% +0.0% 0.4 3,235 +0 5
BOKF funds › BOK FINANCIAL CORPORATION HOLD 0.0% -0.0% 0.4 2,568 +0 5
VT funds › VANGUARD HOLD 0.0% -0.0% 0.4 2,264 +0 5
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 0.4 777 +0 5
MMM funds › 3M CO HOLD 0.0% -0.0% 0.3 2,148 +0 5
IR funds › INGERSOLL RAND INC TRIM 0.0% -0.0% 0.3 4,151 -119 5
CUSIP:46137V217 funds › INVESCO TRIM 0.0% -0.0% 0.3 5,273 -507 5
JBHT funds › JB HUNT TRANSPORT SERVICES INC HOLD 0.0% +0.0% 0.3 1,161 +0 5
PEJ funds › INVESCO HOLD 0.0% -0.0% 0.3 5,045 +0 5
INTU funds › INTUIT INC TRIM 0.0% -0.0% 0.3 1,263 -11 5
JCI funds › JOHNSON CTLS INTL PLC SHS TRIM 0.0% -0.0% 0.3 2,210 -30 5
DRD funds › DRDGOLD LIMITED HOLD 0.0% -0.0% 0.3 15,073 +0 5
PDP funds › INVESCO HOLD 0.0% +0.0% 0.3 2,095 +0 5
SCHD funds › SCHWAB HOLD 0.0% -0.0% 0.3 9,916 +0 5
FBTC funds › FIDELITY HOLD 0.0% -0.0% 0.3 6,130 +0 2
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 0.3 1,896 -47 5
AVY funds › AVERY DENNISON CORP TRIM 0.0% -0.0% 0.3 1,852 -41 5
VEU funds › VANGUARD HOLD 0.0% -0.0% 0.3 3,559 +0 2
IDU funds › ISHARES HOLD 0.0% -0.0% 0.3 2,558 +0 5
BSMV funds › INVESCO ADD 0.0% +0.0% 0.3 13,953 +1,934 2
CSX funds › CSX CORP TRIM 0.0% -0.0% 0.3 6,124 -111 5
JNK funds › SPDR HOLD 0.0% -0.0% 0.3 3,019 +0 5
ROP funds › ROPER TECHNOLOGIES INC HOLD 0.0% -0.0% 0.3 850 +0 5
XLE funds › SELECT SECTOR SPDR TRIM 0.0% -0.0% 0.3 5,353 -819 5
CME funds › CME GROUP INC HOLD 0.0% -0.0% 0.3 1,269 +0 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.3 791 -23 5
PSLV funds › SPROTT PHYSICAL SILVER TRUST HOLD 0.0% -0.0% 0.3 14,799 +0 5
VLTO funds › VERALTO CORP TRIM 0.0% -0.0% 0.3 3,079 -193 5
TSLX funds › SIXTH STREET SPECIALTY LENDING HOLD 0.0% -0.0% 0.3 15,889 +0 5
BSX funds › BOSTON SCIENTIFIC TRIM 0.0% -0.1% 0.3 6,353 -10,276 5
MLM funds › MARTIN MARIETTA MATERIALS INC HOLD 0.0% -0.0% 0.3 462 +0 5
SLV funds › ISHARES SILVER TRUST (MKT) HOLD 0.0% -0.0% 0.3 4,936 +0 4
IAU funds › ISHARES GOLD TRUST (MKT) HOLD 0.0% -0.0% 0.3 3,410 +0 2
AEP funds › AMERICAN ELECTRIC POWER CO INC ADD 0.0% +0.0% 0.3 1,857 +200 5
EW funds › EDWARDS LIFESCIENCES CORP HOLD 0.0% -0.0% 0.3 2,796 +0 5
VBK funds › VANGUARD NEW 0.0% +0.0% 0.3 691 +691 1
GIS funds › GENERAL MILLS INC HOLD 0.0% -0.0% 0.2 7,091 +0 5
PPG funds › PPG INDUSTRIES INC HOLD 0.0% -0.0% 0.2 2,026 +0 3
KMB funds › KIMBERLY CLARK CORP HOLD 0.0% -0.0% 0.2 2,186 +0 5
ARLP funds › ALLIANCE RESOURCE PARTNERS LP HOLD 0.0% -0.0% 0.2 10,000 +0 2
CGDV funds › CAPITAL GROUP HOLD 0.0% +0.0% 0.2 4,704 +0 3
TRU funds › TRANSUNION COM HOLD 0.0% -0.0% 0.2 3,100 +0 5
VHT funds › VANGUARD HOLD 0.0% -0.0% 0.2 740 +0 3
CGGO funds › CAPITAL GROUP NEW 0.0% +0.0% 0.2 5,196 +5,196 1
SOLS funds › SOLSTICE ADVANCED MATERIALS INC TRIM 0.0% -0.0% 0.2 2,475 -155 2
GE funds › GENERAL ELECTRIC CO TRIM 0.0% -0.0% 0.2 570 -616 5
SPHD funds › INVESCO HOLD 0.0% -0.0% 0.2 4,180 +0 4
EXC funds › EXELON CORP HOLD 0.0% -0.0% 0.2 4,538 +0 2
CARR funds › CARRIER GLOBAL CORPORATION NEW 0.0% +0.0% 0.2 2,867 +2,867 1
EBAY funds › EBAY INC NEW 0.0% +0.0% 0.2 1,858 +1,858 1
DVY funds › ISHARES HOLD 0.0% -0.0% 0.2 1,325 +0 2
MGM funds › MGM RESORTS INTL NEW 0.0% +0.0% 0.2 4,322 +4,322 1
NRIM funds › NORTHRIM BANCORP INC NEW 0.0% +0.0% 0.2 7,408 +7,408 1
EFV funds › ISHARES NEW 0.0% +0.0% 0.2 2,639 +2,639 1
OGS funds › ONE GAS INC COM TRIM 0.0% -0.0% 0.2 2,617 -129 4
PSKY funds › PARAMOUNT SKYDANCE CORP HOLD 0.0% -0.0% 0.1 13,367 +0 4
CUSIP:438516106 funds › HONEYWELL INTERNATIONAL INC EXIT 0.0% -0.3% 0.0 0 -12,903 0
KMI funds › KINDER MORGAN INC EXIT 0.0% -0.0% 0.0 0 -6,245 0
ALSN funds › ALLISON TRANSMISSION HLDGS EXIT 0.0% -0.0% 0.0 0 -1,780 0
CLX funds › CLOROX CO EXIT 0.0% -0.0% 0.0 0 -3,667 0
ZTS funds › ZOETIS INC CL A EXIT 0.0% -0.0% 0.0 0 -1,787 0
CHTR funds › CHARTER COMMUNICATIONS INC CL A EXIT 0.0% -0.1% 0.0 0 -2,366 0
TSCO funds › TRACTOR SUPPLY CO EXIT 0.0% -0.2% 0.0 0 -33,783 0
ATO funds › ATMOS ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -1,114 0
EQT funds › EQT CORPORATION EXIT 0.0% -0.0% 0.0 0 -3,178 0
EPD funds › ENTERPRISE PRODUCTS PARTNERS LP EXIT 0.0% -0.0% 0.0 0 -5,865 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 1,155 313 0.08 29% 0.014 0.445 in
2026Q1 997 308 0.07 30% 0.015 0.461 in
2025Q4 983 294 0.07 32% 0.016 0.421 in
2025Q3 944 299 0.06 31% 0.015 0.434 in
2025Q2 866 296 0.08 29% 0.015 0.416 entered
2025Q1 825 300 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