Fund Universe

Demars Financial Group, LLC

CIK 0001723115 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.574
AUM ($M)
361
Positions
113
Turnover
0.12
Top-10 wt
68%
Herfindahl
0.078
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 126 positions · portfolio value $361M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD 18.3% +2.9% 66.1 733,638 +109,933 5
XLG funds › INVESCO EXCHANGE TRADED FD T ADD 13.2% -0.7% 47.5 776,421 +1,377 5
FLOT funds › ISHARES TR ADD 11.9% +0.0% 42.9 841,052 +133,658 5
OEF funds › ISHARES TR TRIM 7.4% -3.1% 26.8 73,270 -27,245 5
FLTR funds › VANECK ETF TRUST ADD 4.7% -0.2% 16.9 660,006 +83,576 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 4.3% -0.9% 15.4 30,785 -2,071 5
NVDA funds › NVIDIA CORPORATION ADD 2.8% -0.1% 10.2 50,999 +756 5
AAPL funds › APPLE INC ADD 2.0% -0.0% 7.1 24,556 +655 5
TQQQ funds › PROSHARES TR ADD 1.7% +0.7% 6.2 76,499 +389 5
BWXT funds › BWX TECHNOLOGIES INC TRIM 1.7% -0.7% 6.1 31,422 -4,128 5
MPC funds › MARATHON PETE CORP TRIM 1.7% -0.7% 6.1 23,731 -5,691 5
LLY funds › ELI LILLY & CO ADD 1.6% +1.4% 5.7 4,778 +4,288 5
J funds › JACOBS SOLUTIONS INC NEW 1.5% +1.5% 5.4 43,007 +43,007 1
FEZ funds › SPDR INDEX SHS FDS ADD 1.4% -0.0% 5.1 73,730 +3,264 5
STXG funds › EA SERIES TRUST ADD 1.1% +0.0% 3.9 69,970 +1,300 5
CEF funds › SPROTT ASSET MANAGEMENT LP ADD 1.1% -0.2% 3.8 95,014 +13,571 5
SPYV funds › SPDR SERIES TRUST ADD 0.9% -0.1% 3.2 53,147 +1,813 5
AMZN funds › AMAZON COM INC ADD 0.9% +0.0% 3.2 13,371 +553 5
SHOC funds › EA SERIES TRUST TRIM 0.8% +0.1% 2.8 22,977 -4,383 5
GOOG funds › ALPHABET INC ADD 0.8% +0.1% 2.8 7,907 +723 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.7% +0.1% 2.5 5,165 -43 5
CB funds › CHUBB LIMITED ADD 0.6% -0.0% 2.2 6,442 +722 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.6% +0.1% 2.0 4,728 -4,799 4
CRM funds › SALESFORCE INC ADD 0.6% -0.1% 2.0 12,920 +2,264 5
CUSIP:78409V112 funds › S&P GLOBAL INC NEW 0.5% +0.5% 1.8 4,487 +4,487 1
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.5% -0.0% 1.8 30,977 +5,541 5
INTU funds › INTUIT ADD 0.5% -0.0% 1.7 6,466 +3,176 2
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.5% +0.1% 1.7 7,467 +1,632 2
WPC funds › WP CAREY INC ADD 0.5% +0.2% 1.7 23,259 +10,667 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.5% +0.3% 1.6 1,413 -269 4
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.5% -0.0% 1.6 13,222 +3,552 5
ACN funds › ACCENTURE PLC IRELAND NEW 0.4% +0.4% 1.6 12,590 +12,590 1
MLPA funds › GLOBAL X FDS ADD 0.4% +0.0% 1.6 29,292 +7,181 5
CVX funds › CHEVRON CORPORATION ADD 0.4% -0.2% 1.5 9,067 +686 5
MSFT funds › MICROSOFT CORP ADD 0.4% -0.1% 1.4 3,817 +21 5
GPN funds › GLOBAL PMTS INC NEW 0.4% +0.4% 1.3 18,176 +18,176 1
GOOGL funds › ALPHABET INC TRIM 0.4% +0.0% 1.3 3,605 -128 5
EOG funds › EOG RES INC ADD 0.3% -0.0% 1.3 9,668 +1,625 5
RELX funds › RELX PLC ADD 0.3% +0.2% 1.2 38,053 +21,403 2
CLX funds › CLOROX CO DEL ADD 0.3% +0.2% 1.2 12,590 +9,935 2
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.3% +0.0% 1.1 8,677 +2,390 4
MA funds › MASTERCARD INCORPORATED ADD 0.3% -0.0% 1.1 2,214 +20 5
TSLA funds › TESLA INC TRIM 0.3% -0.0% 1.1 2,702 -24 5
AVGO funds › BROADCOM INC ADD 0.3% +0.0% 1.1 2,895 +7 4
CME funds › CME GROUP INC ADD 0.3% -0.1% 1.1 4,939 +1,212 5
IJH funds › ISHARES TR TRIM 0.3% -0.0% 1.0 13,492 -355 5
JBHT funds › HUNT J B TRANS SVCS INC HOLD 0.3% +0.0% 1.0 3,575 +0 5
POWL funds › POWELL INDS INC ADD 0.3% +0.0% 1.0 3,588 +2,215 5
IWF funds › ISHARES TR ADD 0.3% -0.0% 1.0 8,236 +6,177 5
KDP funds › KEURIG DR PEPPER INC ADD 0.3% +0.2% 1.0 30,904 +17,119 2
BAM funds › BROOKFIELD ASSET MANAGMT LTD ADD 0.3% +0.0% 1.0 22,536 +4,796 2
INTC funds › INTEL CORP TRIM 0.3% +0.2% 1.0 6,805 -870 3
VOO funds › VANGUARD INDEX FDS ADD 0.3% +0.1% 0.9 1,333 +669 3
AMT funds › AMERICAN TOWER CORP ADD 0.2% -0.0% 0.9 5,223 +728 4
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.2% -0.0% 0.8 25,585 -989 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.2% -0.1% 0.7 14,019 -2 5
MRK funds › MERCK & CO INC ADD 0.2% -0.0% 0.7 5,754 +1 5
ALL funds › ALLSTATE CORP ADD 0.2% +0.0% 0.7 3,082 +602 2
HD funds › HOME DEPOT INC TRIM 0.2% -0.0% 0.7 1,988 -212 5
MPT funds › MEDICAL PROPERTIES TRUST INC ADD 0.2% +0.0% 0.7 148,945 +31,941 5
AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD 0.2% -0.0% 0.7 12,749 +0 3
T funds › AT&T INC NEW 0.2% +0.2% 0.7 32,641 +32,641 1
BIBL funds › NORTHERN LTS FD TR IV NEW 0.2% +0.2% 0.7 11,351 +11,351 1
FMDE funds › FIDELITY COVINGTON TRUST TRIM 0.2% -0.0% 0.7 16,146 -381 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.2% -0.1% 0.6 4,730 +0 5
AMCR funds › AMCOR PLC ADD 0.2% +0.0% 0.6 14,906 +1,830 2
USFR funds › WISDOMTREE TR NEW 0.2% +0.2% 0.6 12,683 +12,683 1
PSX funds › PHILLIPS 66 HOLD 0.2% -0.0% 0.6 3,635 +0 5
SRE funds › SEMPRA HOLD 0.2% -0.0% 0.6 6,266 +0 5
FUTY funds › FIDELITY COVINGTON TRUST TRIM 0.2% -0.0% 0.6 9,835 -55 5
TPLC funds › TIMOTHY PLAN NEW 0.2% +0.2% 0.6 11,325 +11,325 1
FSTA funds › FIDELITY COVINGTON TRUST TRIM 0.2% -0.0% 0.6 10,703 -808 5
OKE funds › ONEOK INC NEW ADD 0.2% +0.0% 0.6 6,458 +2,164 2
VEEV funds › VEEVA SYS INC NEW 0.1% +0.1% 0.5 2,954 +2,954 1
WMT funds › WALMART INC TRIM 0.1% -0.0% 0.5 4,580 -149 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% -0.0% 0.5 2,186 +40 5
DGRO funds › ISHARES TR TRIM 0.1% -0.0% 0.5 6,606 -30 5
ES funds › EVERSOURCE ENERGY NEW 0.1% +0.1% 0.5 6,906 +6,906 1
JPM funds › JPMORGAN CHASE & CO TRIM 0.1% -0.0% 0.5 1,471 -15 5
FHLC funds › FIDELITY COVINGTON TRUST TRIM 0.1% -0.0% 0.5 6,002 -30 5
VTI funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.5 1,248 -26 3
IBD funds › NORTHERN LTS FD TR IV NEW 0.1% +0.1% 0.5 19,434 +19,434 1
MCHI funds › ISHARES TR TRIM 0.1% -1.3% 0.5 8,838 -67,025 5
O funds › REALTY INCOME CORP TRIM 0.1% -0.2% 0.4 7,230 -6,877 5
DPZ funds › DOMINOS PIZZA INC NEW 0.1% +0.1% 0.4 1,495 +1,495 1
ENB funds › ENBRIDGE INC ADD 0.1% -0.0% 0.4 7,736 +63 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.1% 0.4 812 -88 5
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 0.4 2,793 +44 2
XBI funds › SPDR SERIES TRUST TRIM 0.1% +0.0% 0.4 2,554 -50 5
TPIF funds › TIMOTHY PLAN NEW 0.1% +0.1% 0.4 10,076 +10,076 1
QCOM funds › QUALCOMM INC HOLD 0.1% +0.0% 0.4 1,980 +0 2
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% +0.0% 0.3 7,645 +2,831 2
XLU funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.3 7,081 -220 5
INCM funds › FRANKLIN TEMPLETON ETF TR NEW 0.1% +0.1% 0.3 10,596 +10,596 1
SOXX funds › ISHARES TR NEW 0.1% +0.1% 0.3 473 +473 1
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.3 519 +519 1
VRT funds › VERTIV HOLDINGS CO NEW 0.1% +0.1% 0.3 899 +899 1
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.3 321 +28 5
META funds › META PLATFORMS INC ADD 0.1% -0.0% 0.3 526 +63 4
HEFA funds › ISHARES TR HOLD 0.1% -0.0% 0.3 5,734 +0 5
ASML funds › ASML HLDG NV NEW 0.1% +0.1% 0.3 130 +130 1
TPSC funds › TIMOTHY PLAN NEW 0.1% +0.1% 0.3 5,369 +5,369 1
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 0.3 1,341 +42 4
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 0.2 3,024 -118 4
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.2 340 +340 1
FREL funds › FIDELITY COVINGTON TRUST TRIM 0.1% -0.0% 0.2 8,373 -781 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 0.2 2,000 +117 4
SPDW funds › SPDR INDEX SHS FDS ADD 0.1% -0.0% 0.2 4,624 +22 3
TLH funds › ISHARES TR TRIM 0.1% -0.0% 0.2 2,093 -144 2
FSLR funds › FIRST SOLAR INC NEW 0.1% +0.1% 0.2 877 +877 1
GDX funds › VANECK ETF TRUST ADD 0.1% -0.0% 0.2 2,725 +400 2
MS funds › MORGAN STANLEY NEW 0.1% +0.1% 0.2 970 +970 1
ABEV funds › AMBEV SA NEW 0.0% +0.0% 0.0 10,000 +10,000 1
FHEQ funds › FIDELITY GREENWOOD STREET TR EXIT 0.0% -0.4% 0.0 0 -41,839 0
MSIF funds › MSC INCOME FUND INC EXIT 0.0% -0.1% 0.0 0 -12,572 0
FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT 0.0% -0.3% 0.0 0 -17,402 0
NFLX funds › NETFLIX INC. EXIT 0.0% -0.1% 0.0 0 -2,658 0
BYRN funds › BYRNA TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -12,250 0
CSCO funds › CISCO SYS INC EXIT 0.0% -0.1% 0.0 0 -4,771 0
NEE funds › NEXTERA ENERGY INC EXIT 0.0% -0.3% 0.0 0 -9,485 0
ABT funds › ABBOTT LABORATORIES EXIT 0.0% -0.1% 0.0 0 -2,011 0
PEP funds › PEPSICO INC EXIT 0.0% -0.1% 0.0 0 -1,720 0
SPGI funds › S&P GLOBAL INC EXIT 0.0% -0.4% 0.0 0 -2,940 0
DUK funds › DUKE ENERGY CORP NEW EXIT 0.0% -0.1% 0.0 0 -1,616 0
NVO funds › NOVO-NORDISK A S EXIT 0.0% -0.3% 0.0 0 -23,099 0
SLVR funds › SPROTT FDS TR EXIT 0.0% -0.1% 0.0 0 -3,495 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 361 113 0.12 68% 0.078 0.573 in
2026Q1 304 103 0.08 71% 0.077 0.671 in
2025Q4 299 89 0.04 75% 0.089 0.735 in
2025Q3 289 94 0.05 75% 0.087 0.708 in
2025Q2 260 85 0.41 76% 0.091 0.119 entered
2025Q1 3,500 72 0.00 79% 0.115 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