☆Aljian Capital Management, LLC
Quality Q
0.728
AUM ($M)
540
Positions
134
Turnover
0.07
Top-10 wt
68%
Herfindahl
0.072
History (qtrs)
6
Excess Return
—
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Holdings · 144 positions · portfolio value $540M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 15.0% | +0.1% | 80.8 | 279,198 | -5,866 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 13.0% | +1.4% | 70.1 | 196,154 | -654 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 9.5% | -1.7% | 51.4 | 54,901 | +245 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 9.3% | +0.0% | 50.3 | 211,241 | -5,958 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 9.2% | +0.3% | 49.7 | 248,161 | +1,128 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 5.5% | +0.5% | 29.4 | 83,343 | -314 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.5% | -0.2% | 13.7 | 36,747 | +445 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 1.8% | +0.2% | 9.9 | 26,157 | +11 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.3% | -0.3% | 6.9 | 60,818 | -488 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 1.3% | -0.7% | 6.8 | 95,339 | -1,954 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 1.2% | +0.5% | 6.7 | 19,724 | -1,496 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 1.2% | +0.7% | 6.6 | 11,381 | -25 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.2% | +0.0% | 6.6 | 20,101 | +31 | 5 | — |
| ☆DECK funds › | DECKERS OUTDOOR CORP | TRIM | — | 1.2% | -0.2% | 6.3 | 62,993 | -3,034 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 1.1% | +0.3% | 5.9 | 5,513 | -72 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 1.0% | -0.4% | 5.6 | 48,216 | +633 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.9% | -0.0% | 5.0 | 14,606 | -725 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.9% | +0.2% | 4.6 | 3,929 | +22 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.8% | -0.4% | 4.3 | 8,503 | +87 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.7% | +0.1% | 4.0 | 9,618 | -2,528 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.7% | -0.2% | 3.9 | 7,691 | +80 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.7% | -0.2% | 3.7 | 11,870 | -891 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.6% | +0.1% | 3.3 | 23,485 | +43 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.5% | -0.0% | 2.7 | 7,701 | +215 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.5% | +0.0% | 2.5 | 24,537 | -396 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.5% | +0.1% | 2.5 | 6,662 | +1 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.4% | +0.1% | 2.4 | 5,076 | +353 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.4% | -0.0% | 2.4 | 6,674 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.4% | +0.0% | 2.4 | 41,461 | -645 | 5 | — |
| ☆NET funds › | CLOUDFLARE INC | TRIM | — | 0.4% | -0.1% | 2.3 | 9,397 | -2,913 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.4% | +0.1% | 2.3 | 5,402 | +1,685 | 2 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 0.4% | -0.1% | 2.2 | 7,705 | +278 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.4% | -0.2% | 2.2 | 14,057 | -1,565 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.4% | +0.1% | 2.2 | 1,811 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.4% | -0.0% | 2.0 | 5,648 | -65 | 5 | — |
| ☆INTC funds › | INTEL CORP | ADD | — | 0.4% | +0.3% | 2.0 | 14,553 | +896 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.4% | +0.0% | 2.0 | 4,693 | -10 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | TRIM | — | 0.4% | -0.0% | 2.0 | 7,317 | -349 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.4% | -0.1% | 1.9 | 7,085 | +26 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.4% | +0.2% | 1.9 | 1,658 | +40 | 3 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | TRIM | — | 0.4% | +0.0% | 1.9 | 10,215 | -60 | 5 | — |
| ☆STWD funds › | STARWOOD PPTY TR INC | HOLD | — | 0.3% | -0.1% | 1.8 | 112,633 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.3% | +0.1% | 1.8 | 9,824 | +73 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.3% | +0.0% | 1.8 | 7,024 | +24 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.3% | -0.0% | 1.7 | 14,329 | +405 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.3% | -0.0% | 1.6 | 6,508 | +535 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.3% | -0.0% | 1.6 | 2,840 | -9 | 5 | — |
| ☆ECHO funds › | ECHOSTAR CORP | ADD | — | 0.3% | -0.0% | 1.6 | 15,654 | +2,939 | 3 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.3% | -0.0% | 1.5 | 8,405 | +9 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.3% | -0.0% | 1.5 | 2,920 | +2 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | HOLD | — | 0.3% | +0.2% | 1.5 | 1,544 | +0 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.3% | -0.0% | 1.5 | 20,416 | +345 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.3% | -0.1% | 1.5 | 10,775 | -294 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | TRIM | — | 0.3% | -0.1% | 1.4 | 43,131 | -5,613 | 2 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.3% | +0.3% | 1.4 | 8,207 | +8,207 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP | ADD | — | 0.3% | +0.1% | 1.4 | 13,176 | +1 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.2% | +0.1% | 1.3 | 11,253 | +3 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.2% | -0.0% | 1.3 | 8,896 | -269 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.2% | -0.0% | 1.3 | 15,576 | +168 | 5 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | NEW | — | 0.2% | +0.2% | 1.2 | 5,452 | +5,452 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.2% | +0.0% | 1.2 | 5,604 | +22 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.2% | -0.0% | 1.1 | 7,542 | +13 | 5 | — |
| ☆VST funds › | VISTRA CORP | ADD | — | 0.2% | +0.0% | 1.1 | 6,650 | +690 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | ADD | — | 0.2% | +0.0% | 1.0 | 4,230 | +17 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.2% | -0.0% | 1.0 | 17,011 | -470 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.2% | -0.2% | 1.0 | 3,654 | -726 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.2% | +0.0% | 0.9 | 2,795 | +5 | 5 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | ADD | — | 0.2% | +0.0% | 0.9 | 5,614 | +91 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.2% | -0.0% | 0.9 | 3,400 | -7 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.1% | +0.0% | 0.8 | 2,074 | +8 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.1% | -0.0% | 0.8 | 3,645 | +25 | 3 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | TRIM | — | 0.1% | -0.0% | 0.8 | 2,284 | -12 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.8 | 5,955 | -16 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.1% | +0.0% | 0.8 | 2,762 | +15 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.7 | 2,648 | +10 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.7 | 3,222 | +3,222 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 0.7 | 7,364 | -1,080 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.7 | 900 | -365 | 2 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.7 | 2,295 | +2,295 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.0% | 0.6 | 3,827 | -24 | 5 | — |
| ☆STE funds › | STERIS PLC | TRIM | — | 0.1% | -0.0% | 0.6 | 3,000 | -100 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.6 | 2,370 | +2,370 | 1 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 0.1% | -0.0% | 0.6 | 3,604 | +11 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | -0.0% | 0.6 | 8,400 | +36 | 5 | — |
| ☆BROS funds › | DUTCH BROS INC | TRIM | — | 0.1% | +0.0% | 0.6 | 7,963 | -76 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.1% | -0.0% | 0.6 | 4,496 | -18 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | ADD | — | 0.1% | -0.0% | 0.6 | 2,202 | +6 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.1% | -0.0% | 0.6 | 2,909 | -416 | 5 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | TRIM | — | 0.1% | -0.0% | 0.5 | 8,491 | -375 | 5 | — |
| ☆BIIB funds › | BIOGEN INC | TRIM | — | 0.1% | +0.0% | 0.5 | 2,475 | -65 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.5 | 659 | +37 | 2 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.1% | -0.0% | 0.5 | 4,906 | +6 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | ADD | — | 0.1% | -0.0% | 0.4 | 967 | +2 | 5 | — |
| ☆R funds › | RYDER SYS INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,641 | +2 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.4 | 3,041 | +4 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.1% | -0.0% | 0.4 | 1,835 | +3 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.1% | -0.0% | 0.4 | 9,645 | -143 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 0.4 | 2,000 | +0 | 2 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 0.1% | -0.0% | 0.4 | 2,250 | +4 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 4,855 | -227 | 5 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 4,550 | +150 | 2 | — |
| ☆INVH funds › | INVITATION HOMES INC | TRIM | — | 0.1% | -0.0% | 0.4 | 12,000 | -6,000 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.3 | 693 | +0 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 0.1% | +0.0% | 0.3 | 1,914 | +1 | 4 | — |
| ☆PECO funds › | PHILLIPS EDISON & CO INC | HOLD | — | 0.1% | +0.0% | 0.3 | 8,074 | +0 | 4 | — |
| ☆MGM funds › | MGM RESORTS INTERNATIONAL | TRIM | — | 0.1% | +0.0% | 0.3 | 6,780 | -501 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,621 | -285 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 418 | -25 | 2 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | TRIM | — | 0.1% | -0.0% | 0.3 | 8,785 | -410 | 5 | — |
| ☆LVS funds › | LAS VEGAS SANDS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 6,398 | -278 | 5 | — |
| ☆FFIV funds › | F5 INC | HOLD | — | 0.1% | +0.0% | 0.3 | 704 | +0 | 2 | — |
| ☆SONY funds › | SONY GROUP CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 14,085 | -750 | 5 | — |
| ☆RACE funds › | FERRARI N V | HOLD | — | 0.1% | -0.0% | 0.3 | 750 | +0 | 5 | — |
| ☆CBOE funds › | CBOE GLOBAL MKTS INC | ADD | — | 0.0% | -0.0% | 0.3 | 1,106 | +3 | 5 | — |
| ☆PPG funds › | PPG INDS INC | TRIM | — | 0.0% | +0.0% | 0.3 | 2,163 | -20 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | NEW | — | 0.0% | +0.0% | 0.3 | 223 | +223 | 1 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | TRIM | — | 0.0% | -0.1% | 0.3 | 2,212 | -1,178 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.0% | +0.0% | 0.3 | 337 | +0 | 2 | — |
| ☆ASML funds › | ASML HLDG NV | NEW | — | 0.0% | +0.0% | 0.2 | 125 | +125 | 1 | — |
| ☆CRWV funds › | COREWEAVE INC | TRIM | — | 0.0% | -0.0% | 0.2 | 2,469 | -1,851 | 5 | — |
| ☆ASTS funds › | AST SPACEMOBILE INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,760 | +2,760 | 1 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.0% | -0.0% | 0.2 | 4,229 | -185 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | ADD | — | 0.0% | -0.0% | 0.2 | 871 | +2 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,177 | +0 | 2 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | NEW | — | 0.0% | +0.0% | 0.2 | 475 | +475 | 1 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.0% | -0.1% | 0.2 | 2,474 | -2,725 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 606 | +606 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 302 | +302 | 1 | — |
| ☆NFG funds › | NATIONAL FUEL GAS CO | ADD | — | 0.0% | -0.0% | 0.2 | 2,775 | +17 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | NEW | — | 0.0% | +0.0% | 0.2 | 4,294 | +4,294 | 1 | — |
| ☆SYY funds › | SYSCO CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,397 | +2,397 | 1 | — |
| ☆HBAN funds › | HUNTINGTON BANCSHARES INC | ADD | — | 0.0% | +0.0% | 0.2 | 10,338 | +19 | 5 | — |
| ☆CCO funds › | CLEAR CHANNEL OUTDOOR HLDGS | HOLD | — | 0.0% | -0.0% | 0.0 | 10,000 | +0 | 2 | — |
| ☆SMRT funds › | SMARTRENT INC | HOLD | — | 0.0% | -0.0% | 0.0 | 15,853 | +0 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -5,669 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,496 | 0 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,445 | 0 | — |
| ☆ALB funds › | ALBEMARLE CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,235 | 0 | — |
| ☆XOVR funds › | ENTREPRENEURSHARES SERIES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,073 | 0 | — |
| ☆CUSIP:31447E105 funds › | FEMASYS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -25,268 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,115 | 0 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,325 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,493 | 0 | — |
| ☆CRCL funds › | CIRCLE INTERNET GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,011 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 540 | 134 | 0.07 | 68% | 0.072 | 0.726 | — | in |
| 2026Q1 | 487 | 131 | 0.06 | 69% | 0.070 | 0.749 | — | in |
| 2025Q4 | 502 | 121 | 0.06 | 70% | 0.073 | 0.729 | — | in |
| 2025Q3 | 497 | 122 | 0.07 | 68% | 0.068 | 0.694 | — | in |
| 2025Q2 | 455 | 121 | 0.07 | 66% | 0.064 | 0.694 | — | entered |
| 2025Q1 | 421 | 117 | 0.00 | 67% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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