Fund Universe

FLC Capital Advisors

CIK 0001713697 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.549
AUM ($M)
610
Positions
229
Turnover
0.07
Top-10 wt
47%
Herfindahl
0.031
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 243 positions · portfolio value $610M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTV funds › VANGUARD INDEX FDS ADD 7.7% +0.2% 47.1 216,102 +3,600 5
SCHO funds › SCHWAB STRATEGIC TR ADD 7.4% -0.2% 45.0 1,862,911 +144,087 5
SCHR funds › SCHWAB STRATEGIC TR ADD 7.2% -0.1% 44.1 1,788,067 +163,152 5
SCHG funds › SCHWAB STRATEGIC TR ADD 6.5% +0.4% 39.5 1,168,501 +22,356 5
SCHF funds › SCHWAB STRATEGIC TR ADD 4.1% +0.1% 25.2 908,606 +19,421 5
AAPL funds › APPLE INC TRIM 3.4% -0.3% 20.9 72,246 -8,913 5
SPTL funds › SPDR SERIES TRUST ADD 3.1% +0.1% 18.9 720,387 +83,729 5
EMXC funds › ISHARES INC TRIM 2.8% +0.3% 17.0 166,465 -7,878 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 2.5% -0.0% 15.0 181,924 +17,170 5
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 2.4% -0.1% 14.4 307,701 +22,607 5
IWF funds › ISHARES TR ADD 1.9% +0.1% 11.7 93,932 +70,250 5
MRK funds › MERCK & CO INC TRIM 1.8% -0.1% 11.1 86,579 -823 5
STIP funds › ISHARES TR NEW 1.7% +1.7% 10.7 104,401 +104,401 1
GOOGL funds › ALPHABET INC TRIM 1.7% +0.2% 10.5 29,358 -38 5
XAR funds › SPDR SERIES TRUST TRIM 1.6% -0.0% 9.5 33,637 -445 5
SMLF funds › ISHARES TR TRIM 1.5% +0.1% 9.1 102,093 -940 3
MSFT funds › MICROSOFT CORP ADD 1.3% -0.1% 8.1 21,751 +839 5
AMZN funds › AMAZON COM INC ADD 1.3% +0.1% 8.1 33,926 +314 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 1.3% +0.1% 7.9 27,920 +64 5
GOOG funds › ALPHABET INC TRIM 1.2% +0.1% 7.6 21,382 -644 5
CVX funds › CHEVRON CORPORATION TRIM 1.2% -0.5% 7.2 43,313 -1,807 5
IVV funds › ISHARES TR TRIM 1.1% -0.0% 6.7 8,890 -553 5
NVDA funds › NVIDIA CORPORATION TRIM 1.1% +0.0% 6.5 32,532 -440 5
CAT funds › CATERPILLAR INC TRIM 1.0% +0.2% 6.0 5,638 -150 5
XLRE funds › SELECT SECTOR SPDR TR ADD 0.9% +0.0% 5.7 128,638 +7,405 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.9% -0.0% 5.6 175,514 +5,215 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.9% -0.4% 5.5 40,088 -1,462 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.9% +0.0% 5.3 16,124 -5 5
ENB funds › ENBRIDGE INC TRIM 0.8% -0.1% 4.8 88,286 -2,100 5
VIG funds › VANGUARD SPECIALIZED FUNDS HOLD 0.7% -0.0% 4.6 19,233 +0 5
BSV funds › VANGUARD BD INDEX FDS ADD 0.7% -0.0% 4.3 55,402 +4,678 5
META funds › META PLATFORMS INC TRIM 0.7% -0.1% 4.3 7,579 -93 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.7% -0.1% 4.1 111,463 +0 5
VBIL funds › VANGUARD INSTL INDEX FD ADD 0.7% -0.0% 4.0 53,418 +2,728 5
ESGU funds › ISHARES TR TRIM 0.6% +0.0% 3.8 23,256 -713 5
WMT funds › WALMART INC TRIM 0.6% -0.1% 3.7 32,657 -538 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.6% +0.1% 3.7 7,709 -143 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.6% -0.1% 3.4 13,403 -354 5
DFAS funds › DIMENSIONAL ETF TRUST TRIM 0.5% +0.0% 3.0 36,335 -37 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.5% +0.2% 2.9 8,639 -427 5
VTEC funds › VANGUARD CALIF TAX FREE FDS ADD 0.5% +0.0% 2.9 28,339 +2,324 5
IJH funds › ISHARES TR TRIM 0.5% -0.0% 2.7 35,607 -3,498 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.4% -0.2% 2.6 5,201 -1,605 5
VTI funds › VANGUARD INDEX FDS ADD 0.4% +0.0% 2.6 7,031 +28 5
PM funds › PHILIP MORRIS INTL INC ADD 0.4% -0.0% 2.5 13,904 +119 5
VO funds › VANGUARD INDEX FDS ADD 0.4% -0.0% 2.5 30,841 +22,811 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.4% -0.0% 2.4 2,617 +200 5
BAC funds › BANK OF AMER CORP TRIM 0.4% +0.0% 2.4 41,891 -2,297 5
GLTR funds › ABRDN PRECIOUS METALS BASKET TRIM 0.4% -0.1% 2.2 12,333 -200 5
CSCO funds › CISCO SYS INC HOLD 0.4% +0.1% 2.2 18,901 +0 5
SUB funds › ISHARES TR ADD 0.4% -0.0% 2.2 20,424 +90 5
NEE funds › NEXTERA ENERGY INC TRIM 0.3% -0.1% 2.1 23,529 -68 5
CMI funds › CUMMINS INC TRIM 0.3% +0.0% 2.0 2,820 -100 5
KLAC funds › KLA CORP ADD 0.3% +0.1% 1.9 6,420 +5,773 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.3% -0.0% 1.9 17,683 -1,086 5
ITA funds › ISHARES TR HOLD 0.3% +0.0% 1.8 7,602 +0 5
INTC funds › INTEL CORP ADD 0.3% +0.2% 1.8 13,177 +250 5
VYMI funds › VANGUARD WHITEHALL FDS HOLD 0.3% -0.0% 1.8 18,460 +0 5
QCOM funds › QUALCOMM INC TRIM 0.3% +0.1% 1.7 9,274 -145 5
PFE funds › PFIZER INC TRIM 0.3% -0.1% 1.6 66,092 -2,760 5
NEA funds › NUVEEN AMT FREE QLTY MUN INC ADD 0.3% +0.1% 1.6 134,862 +70,416 5
FTNT funds › FORTINET INC HOLD 0.3% +0.1% 1.6 10,305 +0 5
TSLA funds › TESLA INC ADD 0.3% +0.1% 1.6 3,740 +672 5
ABBV funds › ABBVIE INC ADD 0.3% +0.0% 1.5 6,063 +801 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.3% -0.0% 1.5 16,528 +707 5
RTX funds › RTX CORPORATION ADD 0.2% -0.0% 1.3 7,031 +100 5
LLY funds › ELI LILLY & CO HOLD 0.2% +0.0% 1.3 1,111 +0 5
IJR funds › ISHARES TR TRIM 0.2% -0.0% 1.3 8,801 -1,482 5
AVGO funds › BROADCOM INC TRIM 0.2% +0.0% 1.2 3,260 -80 5
HYD funds › VANECK ETF TRUST TRIM 0.2% -0.0% 1.2 23,773 -2,316 5
CALI funds › BLACKROCK ETF TRUST II ADD 0.2% +0.0% 1.2 23,991 +6,079 5
TGT funds › TARGET CORP TRIM 0.2% -0.0% 1.2 9,033 -561 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.2% -0.0% 1.1 15,781 -2,320 5
NFLX funds › NETFLIX INC. HOLD 0.2% -0.1% 1.1 15,315 +0 5
QUAL funds › ISHARES TR HOLD 0.2% +0.0% 1.1 4,894 +0 5
V funds › VISA INC TRIM 0.2% +0.0% 1.0 3,033 -28 5
ARCC funds › ARES CAPITAL CORP TRIM 0.2% -0.0% 1.0 55,188 -7,007 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.2% -0.0% 1.0 13,706 -42 5
SBUX funds › STARBUCKS CORP HOLD 0.2% +0.0% 1.0 9,601 +0 5
MO funds › ALTRIA GROUP INC HOLD 0.2% -0.0% 0.9 13,044 +0 5
SLV funds › ISHARES SILVER TR ADD 0.2% -0.1% 0.9 17,357 +175 5
FSUN funds › FIRSTSUN CAP BANCORP NEW 0.2% +0.2% 0.9 23,826 +23,826 1
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 0.9 1,781 -10 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.2% +0.0% 0.9 4,800 -422 5
FCX funds › FREEPORT MCMORAN INC HOLD 0.1% -0.0% 0.9 14,035 +0 5
CME funds › CME GROUP INC TRIM 0.1% -0.1% 0.9 3,990 -49 3
LRCX funds › LAM RESEARCH CORP TRIM 0.1% +0.1% 0.9 2,029 -160 4
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.9 20,548 +1,280 5
MMM funds › 3M CO TRIM 0.1% +0.0% 0.9 5,315 -4 5
DXJ funds › WISDOMTREE TR HOLD 0.1% -0.0% 0.8 4,878 +0 5
CMF funds › ISHARES TR ADD 0.1% +0.0% 0.8 14,553 +4,249 3
O funds › REALTY INCOME CORP ADD 0.1% -0.0% 0.8 13,319 +575 5
AMD funds › ADVANCED MICRO DEVICES INC HOLD 0.1% +0.1% 0.8 1,393 +0 3
VLUE funds › ISHARES TR HOLD 0.1% +0.0% 0.8 3,996 +0 5
TFC funds › TRUIST FINL CORP ADD 0.1% -0.0% 0.8 15,929 +80 5
EQIX funds › EQUINIX INC HOLD 0.1% -0.0% 0.8 758 +0 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.1% -0.0% 0.8 15,571 +488 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.1% -0.0% 0.8 4,928 -239 5
AMGN funds › AMGEN INC HOLD 0.1% -0.0% 0.8 2,086 +0 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 0.7 1 +0 5
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 0.7 2,091 -221 5
EFA funds › ISHARES TR HOLD 0.1% -0.0% 0.7 6,786 +0 5
SPYD funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 0.7 14,232 +0 5
MGC funds › VANGUARD WORLD FD HOLD 0.1% +0.0% 0.7 2,479 +0 5
KMI funds › KINDER MORGAN INC DEL HOLD 0.1% -0.0% 0.7 20,999 +0 5
FDX funds › FEDEX CORP TRIM 0.1% -0.0% 0.7 2,122 -277 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.7 4,140 -103 5
T funds › AT&T INC ADD 0.1% -0.0% 0.6 31,298 +3,664 5
VWOB funds › VANGUARD WHITEHALL FDS HOLD 0.1% -0.0% 0.6 9,565 +0 5
CLSE funds › TRUST FOR PROFESSIONAL MANAG NEW 0.1% +0.1% 0.6 18,417 +18,417 1
XYZ funds › BLOCK INC HOLD 0.1% +0.0% 0.6 7,949 +0 3
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.6 4,119 -137 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.6 879 -409 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.1% +0.1% 0.6 1,984 -116 2
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.1% +0.0% 0.6 577 +0 4
TXN funds › TEXAS INSTRS INC ADD 0.1% +0.0% 0.6 1,853 +110 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW 0.1% +0.1% 0.6 6,121 +6,121 1
EIX funds › EDISON INTL HOLD 0.1% -0.0% 0.5 7,376 +0 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 0.5 1,554 -83 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.1% -0.0% 0.5 1,545 +0 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.5 5,679 -39 5
WPC funds › WP CAREY INC HOLD 0.1% -0.0% 0.5 7,635 +0 5
SPYM funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.5 6,151 +0 5
IWM funds › ISHARES TR TRIM 0.1% +0.0% 0.5 1,795 -10 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% -0.0% 0.5 711 -315 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.0% 0.5 3,363 -480 5
ET funds › ENERGY TRANSFER L P ADD 0.1% -0.0% 0.5 26,525 +107 5
C funds › CITIGROUP INC TRIM 0.1% -0.0% 0.5 3,545 -1,266 5
SCHV funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.5 13,833 +0 5
NVS funds › NOVARTIS AG HOLD 0.1% -0.0% 0.5 3,066 +0 5
STZ funds › CONSTELLATION BRANDS INC TRIM 0.1% -0.0% 0.5 3,433 -1,004 5
GE funds › GE AEROSPACE ADD 0.1% +0.0% 0.5 1,263 +12 5
NVO funds › NOVO-NORDISK A S TRIM 0.1% +0.0% 0.5 9,824 -800 2
EME funds › EMCOR GROUP INC HOLD 0.1% +0.0% 0.5 560 +0 5
GEV funds › GE VERNOVA INC TRIM 0.1% +0.0% 0.4 372 -22 3
FUTY funds › FIDELITY COVINGTON TRUST TRIM 0.1% -0.0% 0.4 7,380 -748 5
UNP funds › UNION PAC CORP HOLD 0.1% +0.0% 0.4 1,554 +0 5
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 0.4 1,557 +25 5
UL funds › UNILEVER PLC TRIM 0.1% -0.0% 0.4 6,993 -3,555 3
XLE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.4 7,882 -98 5
QQQ funds › INVESCO QQQ TR TRIM 0.1% -0.0% 0.4 564 -401 5
SPMO funds › INVESCO EXCH TRADED FD TR II NEW 0.1% +0.1% 0.4 2,533 +2,533 1
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 0.4 4,906 -921 5
XLU funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.4 8,850 -78 5
MS funds › MORGAN STANLEY HOLD 0.1% +0.0% 0.4 1,918 +0 5
PEP funds › PEPSICO INC TRIM 0.1% -0.0% 0.4 2,925 -330 5
ALL funds › ALLSTATE CORP HOLD 0.1% +0.0% 0.4 1,626 +0 5
DUK funds › DUKE ENERGY CORP NEW HOLD 0.1% -0.0% 0.4 3,055 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 0.4 4,860 +0 2
KO funds › COCA COLA CO TRIM 0.1% -0.0% 0.4 4,725 -21 5
MDT funds › MEDTRONIC PLC ADD 0.1% +0.0% 0.4 4,884 +1,540 5
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 0.4 4,098 +135 5
NGL funds › NGL ENERGY PARTNERS LP HOLD 0.1% +0.0% 0.4 22,800 +0 5
EQWL funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 0.4 2,800 +0 5
DFCA funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 0.4 7,110 +2,200 2
DFIC funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.4 9,547 +0 5
ORCL funds › ORACLE CORP HOLD 0.1% -0.0% 0.4 2,424 +0 4
LOW funds › LOWES COS INC ADD 0.1% -0.0% 0.4 1,610 +150 5
MUB funds › ISHARES TR ADD 0.1% -0.0% 0.4 3,297 +229 5
CIEN funds › CIENA CORP HOLD 0.1% +0.0% 0.4 722 +0 2
GILD funds › GILEAD SCIENCES INC ADD 0.1% -0.0% 0.4 2,796 +100 5
WM funds › WASTE MGMT INC DEL ADD 0.1% +0.0% 0.3 1,557 +225 2
OEF funds › ISHARES TR HOLD 0.1% +0.0% 0.3 936 +0 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.1% +0.0% 0.3 2,483 +553 5
SO funds › SOUTHERN CO HOLD 0.1% -0.0% 0.3 3,540 +0 5
VLY funds › VALLEY NATL BANCORP HOLD 0.1% +0.0% 0.3 22,964 +0 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% -0.1% 0.3 3,882 +2,235 5
EFG funds › ISHARES TR HOLD 0.1% +0.0% 0.3 2,671 +0 5
PFFD funds › GLOBAL X FDS TRIM 0.1% -0.0% 0.3 17,600 -2,322 5
GSK funds › GSK PLC TRIM 0.1% -0.0% 0.3 6,228 -2,215 5
AXP funds › AMERICAN EXPRESS CO HOLD 0.1% +0.0% 0.3 955 +0 5
IXN funds › ISHARES TR HOLD 0.1% +0.0% 0.3 2,208 +0 5
BLK funds › BLACKROCK INC ADD 0.1% -0.0% 0.3 328 +25 5
VB funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.3 1,021 +0 4
JCI funds › JOHNSON CONTROLS INTERNATION HOLD 0.0% +0.0% 0.3 2,082 +0 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.3 594 +120 5
VDE funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.3 2,000 +0 5
COR funds › CENCORA INC HOLD 0.0% -0.0% 0.3 1,048 +0 5
SPHY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.3 12,574 -1 5
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.3 375 +375 1
AEIS funds › ADVANCED ENERGY INDS HOLD 0.0% +0.0% 0.3 761 +0 2
BE funds › BLOOM ENERGY CORP NEW 0.0% +0.0% 0.3 932 +932 1
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 0.3 3,637 -1,679 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD 0.0% -0.0% 0.3 3,400 +0 5
WELL funds › WELLTOWER INC HOLD 0.0% +0.0% 0.3 1,215 +0 4
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% -0.0% 0.3 875 +0 5
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.3 120 +120 1
AMKR funds › AMKOR TECHNOLOGY INC NEW 0.0% +0.0% 0.3 3,133 +3,133 1
KLIC funds › KULICKE & SOFFA INDS INC NEW 0.0% +0.0% 0.3 2,000 +2,000 1
B funds › BARRICK MNG CORP TRIM 0.0% -0.1% 0.3 7,280 -17,700 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.3 2,950 +2,950 1
MCK funds › MCKESSON CORP HOLD 0.0% -0.0% 0.3 350 +0 5
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.3 365 +365 1
FSTA funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.3 5,001 +0 5
NVT funds › NVENT ELEC PLC NEW 0.0% +0.0% 0.3 1,513 +1,513 1
EPI funds › WISDOMTREE TR ADD 0.0% +0.0% 0.3 5,939 +469 3
SCHZ funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.3 10,972 +0 5
DY funds › DYCOM INDS INC NEW 0.0% +0.0% 0.3 500 +500 1
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.3 126 +126 1
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.3 4,341 -385 3
IAT funds › ISHARES TR HOLD 0.0% +0.0% 0.2 3,876 +0 4
BCS funds › BARCLAYS PLC NEW 0.0% +0.0% 0.2 8,864 +8,864 1
FULT funds › FULTON FINL CORP PA NEW 0.0% +0.0% 0.2 9,792 +9,792 1
BABA funds › ALIBABA GROUP HLDG LTD TRIM 0.0% -0.0% 0.2 2,422 -634 5
WDC funds › WESTERN DIGITAL CORP NEW 0.0% +0.0% 0.2 362 +362 1
BA funds › BOEING CO HOLD 0.0% -0.0% 0.2 1,067 +0 5
FORM funds › FORMFACTOR INC NEW 0.0% +0.0% 0.2 1,430 +1,430 1
EFV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,984 -228 4
VST funds › VISTRA CORP HOLD 0.0% -0.0% 0.2 1,439 +0 5
RBA funds › RB GLOBAL INC NEW 0.0% +0.0% 0.2 1,934 +1,934 1
NOW funds › SERVICENOW INC ADD 0.0% -0.0% 0.2 2,259 +114 5
NEM funds › NEWMONT CORP HOLD 0.0% -0.0% 0.2 2,397 +0 5
NKX funds › NUVEEN CALIF AMT FREE MUNI I HOLD 0.0% -0.0% 0.2 17,850 +0 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW 0.0% +0.0% 0.2 893 +893 1
TPR funds › TAPESTRY INC HOLD 0.0% -0.0% 0.2 1,524 +0 2
IYM funds › ISHARES TR HOLD 0.0% -0.0% 0.2 1,233 +0 2
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.2 2,000 +0 2
GIS funds › GENERAL MILLS INC TRIM 0.0% -0.0% 0.2 6,300 -1,451 4
DLR funds › DIGITAL RLTY TR INC NEW 0.0% +0.0% 0.2 1,196 +1,196 1
BOOT funds › BOOT BARN HLDGS INC NEW 0.0% +0.0% 0.2 1,304 +1,304 1
TKR funds › TIMKEN CO NEW 0.0% +0.0% 0.2 1,474 +1,474 1
VT funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.2 1,351 -183 2
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.2 2,260 +2,260 1
SCHE funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 5,828 +5,828 1
AHR funds › AMERICAN HEALTHCARE REIT INC NEW 0.0% +0.0% 0.2 3,897 +3,897 1
CUSIP:26923N108 funds › ETF OPPORTUNITIES TRUST NEW 0.0% +0.0% 0.2 3,722 +3,722 1
NGG funds › NATIONAL GRID PLC NEW 0.0% +0.0% 0.2 2,420 +2,420 1
JOBY funds › JOBY AVIATION INC HOLD 0.0% -0.0% 0.2 20,605 +0 4
ABEV funds › AMBEV SA TRIM 0.0% -0.0% 0.1 16,848 -43,617 5
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -1,571 0
SLB funds › SLB LIMITED EXIT 0.0% -0.0% 0.0 0 -4,050 0
BWX funds › SPDR SERIES TRUST EXIT 0.0% -1.7% 0.0 0 -431,181 0
ADBE funds › ADOBE INC EXIT 0.0% -0.0% 0.0 0 -896 0
KHC funds › KRAFT HEINZ CO EXIT 0.0% -0.0% 0.0 0 -10,674 0
ACWI funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -1,644 0
BTI funds › BRITISH AMERN TOB PLC EXIT 0.0% -0.0% 0.0 0 -4,216 0
IEFA funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -2,365 0
TJX funds › TJX COS INC NEW EXIT 0.0% -0.0% 0.0 0 -1,315 0
EMBJ funds › EMBRAER S.A. EXIT 0.0% -0.0% 0.0 0 -3,457 0
SNY funds › SANOFI SA EXIT 0.0% -0.0% 0.0 0 -5,543 0
UBS funds › UBS GROUP AG EXIT 0.0% -0.0% 0.0 0 -5,468 0
INTU funds › INTUIT EXIT 0.0% -0.1% 0.0 0 -677 0
CUSIP:32026V104 funds › FIRST FNDTN INC EXIT 0.0% -0.2% 0.0 0 -144,557 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 610 229 0.07 47% 0.031 0.547 in
2026Q1 551 214 0.05 47% 0.031 0.581 in
2025Q4 542 209 0.06 46% 0.030 0.503 in
2025Q3 516 211 0.03 45% 0.029 0.548 in
2025Q2 484 201 0.14 45% 0.030 0.363 entered
2025Q1 446 184 0.00 48% 0.031 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