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☆CNB Bank

CIK 0001732074 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.306
AUM ($M)
257
Positions
518
Turnover
0.07
Top-10 wt
36%
Herfindahl
0.020
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 534 positions (showing top 500 by weight) · portfolio value $257M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORPORATION TRIM — 6.5% +0.0% 16.7 83,300 -4,860 5 —
☆AAPL funds › APPLE INC TRIM — 5.8% +0.1% 14.9 51,467 -1,583 5 —
☆MSFT funds › MICROSOFT CORP ADD — 5.0% +0.0% 12.9 34,713 +2,509 5 —
☆AMZN funds › AMAZON COM INC TRIM — 3.7% -0.0% 9.5 39,995 -2,952 5 —
☆GOOGL funds › ALPHABET INC TRIM — 3.2% +0.1% 8.3 23,123 -2,391 5 —
☆AVGO funds › BROADCOM INC ADD — 2.8% +0.5% 7.2 19,025 +1,139 5 —
☆GOOG funds › ALPHABET INC TRIM — 2.6% +0.2% 6.6 18,556 -1,041 5 —
☆CAT funds › CATERPILLAR INC TRIM — 2.2% +0.4% 5.7 5,378 -775 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 2.1% +0.1% 5.3 16,224 +319 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 2.1% -0.7% 5.3 38,792 +579 5 —
☆UNP funds › UNION PAC CORP ADD — 1.8% +0.1% 4.5 16,609 +270 5 —
☆CCNE funds › CNB FINL CORP PA TRIM — 1.7% +0.1% 4.4 131,750 -2,801 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 1.5% +0.1% 3.9 10,632 +0 5 —
☆V funds › VISA INC ADD — 1.5% +0.1% 3.8 11,071 +445 5 —
☆TSLA funds › TESLA INC TRIM — 1.5% -0.0% 3.7 8,865 -502 5 —
☆ABBV funds › ABBVIE INC ADD — 1.4% +0.1% 3.7 14,526 +208 5 —
☆META funds › META PLATFORMS INC TRIM — 1.4% -0.1% 3.5 6,212 -30 5 —
☆RTX funds › RTX CORPORATION ADD — 1.3% -0.1% 3.3 17,436 +286 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 1.2% +0.4% 3.2 7,293 -1,823 5 —
☆CSCO funds › CISCO SYS INC TRIM — 1.2% +0.3% 3.1 26,538 -1,445 5 —
☆HD funds › HOME DEPOT INC ADD — 1.2% +0.1% 3.0 8,616 +640 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 1.2% -0.1% 3.0 3,160 +61 5 —
☆MRK funds › MERCK & CO INC ADD — 1.1% +0.0% 2.8 22,166 +751 5 —
☆WMT funds › WALMART INC ADD — 1.0% -0.2% 2.6 23,231 +258 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.0% +0.1% 2.4 4,879 +872 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.9% -0.0% 2.4 16,470 +462 5 —
☆ETN funds › EATON CORP PLC ADD — 0.9% +0.1% 2.4 5,524 +176 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.9% +0.3% 2.3 1,946 +327 5 —
☆IVV funds › ISHARES TR HOLD — 0.9% +0.1% 2.2 2,986 +0 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.8% -0.1% 2.0 7,245 +384 5 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.8% +0.0% 1.9 4,235 +229 5 —
☆KO funds › COCA COLA CO TRIM — 0.7% -0.0% 1.9 23,196 -581 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.7% -0.0% 1.9 7,372 -150 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.7% +0.3% 1.8 5,402 -822 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.7% -0.2% 1.7 10,466 -83 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.7% +0.2% 1.7 9,625 +9,349 5 —
☆PEP funds › PEPSICO INC ADD — 0.6% -0.1% 1.6 12,073 +735 5 —
☆CB funds › CHUBB LIMITED ADD — 0.6% +0.0% 1.6 4,751 +273 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.6% +0.0% 1.6 2,107 -51 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.5% -0.2% 1.4 2,750 +57 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.5% +0.0% 1.4 2,785 +379 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.5% +0.1% 1.4 5,670 +272 5 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.5% -0.0% 1.3 6,462 +315 5 —
☆IVW funds › ISHARES TR HOLD — 0.5% +0.1% 1.3 9,400 +0 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.5% -0.2% 1.3 12,222 +400 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.5% -0.0% 1.2 6,648 -232 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.5% +0.0% 1.2 13,778 +0 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.4% -0.2% 1.2 2,902 -356 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.4% -0.0% 1.1 11,555 +4 5 —
☆CRM funds › SALESFORCE INC ADD — 0.4% -0.0% 1.1 6,988 +1,074 5 —
☆ECL funds › ECOLAB INC ADD — 0.4% +0.0% 1.1 3,929 +304 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.4% -0.0% 1.1 14,550 -387 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.4% +0.0% 1.1 6,083 -1,246 5 —
☆PFE funds › PFIZER INC TRIM — 0.4% -0.1% 1.1 44,289 -96 5 —
☆DHR funds › DANAHER CORP DEL ADD — 0.4% +0.0% 1.1 5,557 +553 5 —
☆TAXF funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.0% 1.0 20,451 +1,519 5 —
☆BX funds › BLACKSTONE INC ADD — 0.4% +0.1% 1.0 8,615 +2,212 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.4% +0.1% 0.9 4,522 -7 5 —
☆ORCL funds › ORACLE CORP ADD — 0.4% -0.0% 0.9 6,352 +25 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.4% +0.1% 0.9 4,907 -372 5 —
☆SHM funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 0.9 18,721 -483 5 —
☆GE funds › GE AEROSPACE HOLD — 0.3% +0.1% 0.9 2,399 +0 5 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS HOLD — 0.3% +0.0% 0.9 2,642 +0 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.3% +0.0% 0.8 422 -126 5 —
☆IJR funds › ISHARES TR HOLD — 0.3% +0.0% 0.8 5,549 +0 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.3% -0.2% 0.8 11,365 -2,244 5 —
☆DDOG funds › DATADOG INC TRIM — 0.3% +0.1% 0.8 3,100 -446 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.3% +0.1% 0.8 707 -64 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.3% -0.0% 0.8 577 -161 5 —
☆DOW funds › DOW HLDGS INC TRIM — 0.3% -0.3% 0.8 28,978 -8,578 5 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.3% +0.3% 0.8 2,124 +1,748 2 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.3% -0.0% 0.7 2,168 -201 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.3% -0.1% 0.7 7,370 -1,217 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.3% +0.1% 0.7 619 +85 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.3% -0.1% 0.7 2,401 -277 5 —
☆MPB funds › MID PENN BANCORP INC HOLD — 0.3% +0.0% 0.7 20,140 +0 5 —
☆FTV funds › FORTIVE CORP ADD — 0.3% +0.0% 0.7 11,473 +1,202 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.2% 0.7 954 +130 5 —
☆SNPS funds › SYNOPSYS INC TRIM — 0.3% -0.1% 0.7 1,546 -455 5 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.3% -0.0% 0.7 3,991 +213 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% +0.1% 0.6 5,313 +2,737 5 —
☆ADBE funds › ADOBE INC ADD — 0.2% -0.0% 0.6 2,960 +270 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.6 2,151 +24 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN TRIM — 0.2% -0.0% 0.6 2,741 -449 5 —
☆CTAS funds › CINTAS CORP ADD — 0.2% -0.0% 0.6 3,408 +193 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.2% -0.0% 0.6 6,277 +0 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.2% 0.6 4,039 +684 5 —
☆ACWX funds › ISHARES TR HOLD — 0.2% +0.0% 0.6 7,392 +0 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.2% +0.0% 0.6 1,787 +0 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.2% +0.1% 0.5 5,647 +3,213 2 —
☆SHOP funds › SHOPIFY INC TRIM — 0.2% -0.1% 0.5 4,727 -1,001 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.2% +0.1% 0.5 747 +347 5 —
☆PPG funds › PPG INDS INC HOLD — 0.2% +0.0% 0.5 4,434 +0 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% +0.0% 0.5 729 +37 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.2% -0.1% 0.5 2,438 -719 5 —
☆ZTS funds › ZOETIS INC ADD — 0.2% -0.1% 0.5 7,407 +900 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.2% -0.1% 0.5 992 +0 5 —
☆LECO funds › LINCOLN ELEC HLDGS INC TRIM — 0.2% -0.0% 0.5 1,902 -331 5 —
☆EFA funds › ISHARES TR ADD — 0.2% -0.0% 0.5 4,798 +30 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.2% -0.0% 0.5 1,583 -177 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.2% -0.0% 0.5 5,228 -12 5 —
☆ALL funds › ALLSTATE CORP TRIM — 0.2% +0.0% 0.5 2,027 -100 5 —
☆IDXX funds › IDEXX LABS INC ADD — 0.2% +0.0% 0.5 907 +282 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.2% +0.0% 0.5 975 +0 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.0% 0.4 1,044 -271 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.2% +0.0% 0.4 9,630 +0 4 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.2% -0.0% 0.4 11,500 +0 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.2% -0.1% 0.4 4,639 -341 5 —
☆GLW funds › CORNING INC HOLD — 0.2% +0.1% 0.4 1,600 +0 5 —
☆GL funds › GLOBE LIFE INC HOLD — 0.2% +0.0% 0.4 2,250 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.2% -0.0% 0.4 1,104 +0 5 —
☆KKR funds › KKR & CO INC TRIM — 0.2% -0.0% 0.4 4,244 -178 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.4 565 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.0% 0.4 6,647 -99 5 —
☆CLX funds › CLOROX CO DEL HOLD — 0.1% -0.0% 0.4 4,000 +0 5 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.1% -0.0% 0.4 1,977 -199 5 —
☆IWM funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 1,179 +0 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.1% -0.0% 0.4 686 +0 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 0.3 2,220 -355 5 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.1% -0.0% 0.3 3,170 -574 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 0.3 2,641 -220 5 —
☆NYF funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 6,139 +0 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% +0.0% 0.3 2,297 +0 5 —
☆IJK funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 2,737 +0 5 —
☆LQD funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,942 -89 5 —
☆DGX funds › QUEST DIAGNOSTICS INC TRIM — 0.1% -0.0% 0.3 1,513 -102 5 —
☆INTU funds › INTUIT TRIM — 0.1% -0.2% 0.3 1,213 -368 5 —
☆ET funds › ENERGY TRANSFER L P HOLD — 0.1% -0.0% 0.3 15,900 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 0.3 889 +15 5 —
☆MMM funds › 3M CO HOLD — 0.1% +0.0% 0.3 1,824 +0 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.3 809 -27 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% +0.0% 0.3 3,370 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 820 +0 5 —
☆IJH funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 3,591 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 0.3 6,404 -308 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.1% +0.0% 0.3 794 +0 5 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.1% -0.0% 0.2 1,644 -4 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.1% +0.0% 0.2 351 +0 5 —
☆NVT funds › NVENT ELEC PLC HOLD — 0.1% +0.0% 0.2 1,451 +0 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 0.2 1,945 -5 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.1% -0.1% 0.2 510 -333 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.1% +0.1% 0.2 392 -50 5 —
☆WING funds › WINGSTOP INC ADD — 0.1% +0.0% 0.2 1,287 +77 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.2 10,695 -1,595 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.1% +0.0% 0.2 988 -12 5 —
☆ERIE funds › ERIE INDTY CO HOLD — 0.1% -0.0% 0.2 907 +0 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO HOLD — 0.1% -0.0% 0.2 2,800 +0 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.2 5,653 +0 4 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.2 939 -48 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.1% -0.0% 0.2 3,782 +0 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.1% -0.0% 0.2 772 +0 5 —
☆IBMQ funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 7,637 +0 4 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% -0.0% 0.2 1,893 -217 5 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.1% -0.0% 0.2 2,338 +0 5 —
☆IBMP funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 7,594 +0 4 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 0.2 2,174 -3 5 —
☆SLB funds › SLB LIMITED TRIM — 0.1% -0.0% 0.2 4,070 -8 5 —
☆QUAL funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 843 +0 5 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.1% +0.0% 0.2 2,568 +0 5 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.1% +0.0% 0.2 3,704 -4 5 —
☆C funds › CITIGROUP INC TRIM — 0.1% +0.0% 0.2 1,312 -3 5 —
☆SHY funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 2,205 -53 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 0.2 600 +533 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% -0.0% 0.2 185 -25 5 —
☆TILT funds › FLEXSHARES TR HOLD — 0.1% +0.0% 0.2 644 +0 5 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 0.2 1,766 +192 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.2 171 +0 5 —
☆DVY funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 1,102 +0 5 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 0.2 330 -1 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.2 1,698 -26 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.1% -0.0% 0.2 2,821 +0 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR HOLD — 0.1% +0.0% 0.2 1,127 +0 5 —
☆FITB funds › FIFTH THIRD BANCORP TRIM — 0.1% -0.0% 0.2 2,832 -354 5 —
☆TGT funds › TARGET CORP TRIM — 0.1% -0.0% 0.2 1,216 -2 5 —
☆IWR funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,425 +0 5 —
☆ROST funds › ROSS STORES INC TRIM — 0.1% -0.0% 0.2 720 -80 5 —
☆IBCA funds › ISHARES TR ADD — 0.1% -0.0% 0.2 5,946 +283 3 —
☆IBTQ funds › ISHARES TR ADD — 0.1% -0.0% 0.2 6,049 +292 3 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.1% +0.1% 0.2 1,509 +1,509 1 —
☆IGIB funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 2,818 -40 5 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.1% +0.0% 0.1 1,563 +0 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.1% -0.0% 0.1 560 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.1 1,184 +1,036 5 —
☆GVI funds › ISHARES TR ADD — 0.1% -0.0% 0.1 1,322 +48 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.1% -0.0% 0.1 694 -90 5 —
☆GIS funds › GENERAL MILLS INC ADD — 0.1% +0.0% 0.1 3,850 +1,000 5 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD — 0.1% +0.0% 0.1 380 +0 4 —
☆IEI funds › ISHARES TR HOLD — 0.1% -0.0% 0.1 1,113 +0 5 —
☆IBDZ funds › ISHARES TR ADD — 0.1% -0.0% 0.1 4,947 +234 4 —
☆IBTP funds › ISHARES TR ADD — 0.1% -0.0% 0.1 5,054 +244 3 —
☆TJX funds › TJX COS INC NEW HOLD — 0.0% -0.0% 0.1 836 +0 5 —
☆RBLX funds › ROBLOX CORP ADD — 0.0% +0.0% 0.1 2,307 +911 2 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.0% -0.3% 0.1 2,860 -13,038 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 2,176 +0 4 —
☆IWN funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 539 -7 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.1 1,146 +0 5 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.1 552 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.0% +0.0% 0.1 101 +77 2 —
☆MET funds › METLIFE INC TRIM — 0.0% +0.0% 0.1 1,377 -97 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.1 1,525 +0 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.1 4,410 -14 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.0% +0.0% 0.1 1,894 -79 5 —
☆GUNR funds › FLEXSHARES TR HOLD — 0.0% -0.0% 0.1 2,150 +0 5 —
☆IWO funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 264 -4 5 —
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.0% +0.0% 0.1 947 -1 5 —
☆USB funds › US BANCORP TRIM — 0.0% +0.0% 0.1 1,696 -1 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% +0.0% 0.1 1,705 -4 5 —
☆A funds › AGILENT TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.1 762 +0 4 —
☆IBDT funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,973 +152 4 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.1% 0.1 246 -695 5 —
☆NUE funds › NUCOR CORP TRIM — 0.0% +0.0% 0.1 444 -22 5 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 600 +0 5 —
☆IBTI funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,439 +173 4 —
☆TRP funds › TC ENERGY CORP HOLD — 0.0% -0.0% 0.1 1,473 +0 5 —
☆PHM funds › PULTE GROUP INC TRIM — 0.0% -0.0% 0.1 710 -103 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC TRIM — 0.0% -0.0% 0.1 5,455 -724 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.1 700 -4 5 —
☆IBTG funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,094 +166 4 —
☆IBDS funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,864 +158 4 —
☆IBDR funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,857 +157 4 —
☆BP funds › BP PLC TRIM — 0.0% -0.0% 0.1 2,528 -5 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.1 419 +0 5 —
☆IBTH funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,174 +171 4 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 963 +0 5 —
☆ROP funds › ROPER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.1 270 -12 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% +0.0% 0.1 975 -10 5 —
☆MTUM funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 263 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% -0.0% 0.1 732 -36 5 —
☆BTI funds › BRITISH AMERN TOB PLC TRIM — 0.0% -0.0% 0.1 1,448 -19 5 —
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 0.1 402 -18 5 —
☆IBHK funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,400 +160 3 —
☆DEXC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,059 +0 4 —
☆IBHJ funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,304 +154 3 —
☆GLD funds › SPDR GOLD TR ADD — 0.0% +0.0% 0.1 237 +50 5 —
☆ORI funds › OLD REP INTL CORP HOLD — 0.0% -0.0% 0.1 2,129 +0 5 —
☆IBHI funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,724 +174 3 —
☆TD funds › TORONTO DOMINION BK ONT TRIM — 0.0% +0.0% 0.1 690 -1 4 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.1 527 -1 5 —
☆IBDU funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,551 +167 4 —
☆PLD funds › PROLOGIS INC. TRIM — 0.0% -0.0% 0.1 607 -34 5 —
☆IBDV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,767 +178 4 —
☆IBDX funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,256 +154 4 —
☆IBTJ funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,783 +180 4 —
☆IBDW funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,930 +187 4 —
☆IBTK funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,190 +198 4 —
☆IBTL funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,054 +194 4 —
☆IBDY funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,179 +152 3 —
☆IBTM funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,599 +173 4 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.0% +0.0% 0.1 1,120 +488 5 —
☆IBTO funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,375 +164 4 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% +0.0% 0.1 325 +100 5 —
☆ACWI funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 500 +0 5 —
☆WAT funds › WATERS CORP TRIM — 0.0% +0.0% 0.1 206 -14 2 —
☆PNW funds › PINNACLE WEST CAP CORP HOLD — 0.0% -0.0% 0.1 715 +0 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW HOLD — 0.0% -0.0% 0.1 580 +0 5 —
☆BEN funds › FRANKLIN RESOURCES INC TRIM — 0.0% +0.0% 0.1 2,259 -9 4 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 0.1 1,623 +0 5 —
☆IWD funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 305 +0 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.0% -0.2% 0.1 2,143 -11,543 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 240 +0 5 —
☆NRG funds › NRG ENERGY INC TRIM — 0.0% -0.0% 0.1 493 -4 4 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.0% +0.0% 0.1 628 -37 5 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC HOLD — 0.0% +0.0% 0.1 4,000 +0 5 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.0% -0.0% 0.1 506 -5 5 —
☆SYF funds › SYNCHRONY FINANCIAL TRIM — 0.0% +0.0% 0.1 889 -6 5 —
☆AEE funds › AMEREN CORP HOLD — 0.0% -0.0% 0.1 591 +0 5 —
☆ETY funds › EATON VANCE TAX-MANAGED DIVE HOLD — 0.0% -0.0% 0.1 4,590 +0 5 —
☆STLD funds › STEEL DYNAMICS INC TRIM — 0.0% +0.0% 0.1 289 -3 4 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.0% -0.0% 0.1 564 +0 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.1 100 -72 2 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.1 527 +383 5 —
☆IBHL funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,563 +121 3 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% -0.0% 0.1 383 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.1 2,000 +0 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 1,854 +0 5 —
☆XYL funds › XYLEM INC TRIM — 0.0% -0.0% 0.1 534 -2 5 —
☆SO funds › SOUTHERN CO HOLD — 0.0% -0.0% 0.1 653 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.0% +0.0% 0.1 852 +0 5 —
☆GPC funds › GENUINE PARTS CO HOLD — 0.0% +0.0% 0.1 524 +0 5 —
☆OHI funds › OMEGA HEALTHCARE INVS INC TRIM — 0.0% +0.0% 0.1 1,286 -4 4 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 0.1 703 -2 5 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.0% +0.0% 0.1 345 +0 5 —
☆EBAY funds › EBAY INC. TRIM — 0.0% -0.0% 0.1 536 -305 5 —
☆MSCI funds › MSCI INC TRIM — 0.0% -0.0% 0.1 105 -123 5 —
☆FTI funds › TECHNIPFMC PLC NEW — 0.0% +0.0% 0.1 876 +876 1 —
☆COO funds › COOPER COS INC HOLD — 0.0% -0.0% 0.1 800 +0 5 —
☆FNB funds › F N B CORP HOLD — 0.0% +0.0% 0.1 3,000 +0 5 —
☆XYZ funds › BLOCK INC HOLD — 0.0% +0.0% 0.1 746 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 657 +539 3 —
☆VDC funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 243 +0 5 —
☆HAS funds › HASBRO INC HOLD — 0.0% -0.0% 0.1 661 +0 5 —
☆FVAL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.1 686 +0 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆IBHF funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,335 +102 3 —
☆IBHH funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,247 +93 3 —
☆IBHG funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,373 +100 3 —
☆AIG funds › AMERICAN INTL GROUP INC HOLD — 0.0% -0.0% 0.1 690 +0 5 —
☆PFFA funds › ETFIS SER TR I NEW — 0.0% +0.0% 0.1 2,500 +2,500 1 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.1 518 +0 5 —
☆QLC funds › FLEXSHARES TR HOLD — 0.0% +0.0% 0.0 550 +0 5 —
☆D funds › DOMINION ENERGY INC TRIM — 0.0% -0.0% 0.0 715 -149 5 —
☆CRL funds › CHARLES RIV LABS INTL INC TRIM — 0.0% -0.0% 0.0 211 -150 5 —
☆TPR funds › TAPESTRY INC HOLD — 0.0% -0.0% 0.0 325 +0 5 —
☆FE funds › FIRSTENERGY CORP HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆NFRA funds › FLEXSHARES TR HOLD — 0.0% -0.0% 0.0 725 +0 5 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.0 417 +0 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.0 589 -311 5 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 477 +0 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V TRIM — 0.0% +0.0% 0.0 162 -3 4 —
☆USMV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 471 +0 5 —
☆HSY funds › HERSHEY CO HOLD — 0.0% -0.0% 0.0 257 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.0% +0.0% 0.0 59 +0 3 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 577 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.0 257 +0 5 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 899 +0 4 —
☆VLTO funds › VERALTO CORP TRIM — 0.0% -0.0% 0.0 482 -31 5 —
☆IP funds › INTERNATIONAL PAPER CO TRIM — 0.0% -0.0% 0.0 1,096 -3 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM — 0.0% -0.0% 0.0 643 -29 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% -0.0% 0.0 147 +2 5 —
☆CCI funds › CROWN CASTLE INC HOLD — 0.0% -0.0% 0.0 530 +0 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD — 0.0% +0.0% 0.0 880 +0 4 —
☆NWBI funds › NORTHWEST BANCSHARES INC HOLD — 0.0% +0.0% 0.0 2,557 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 1,215 -588 5 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% -0.0% 0.0 12 +0 5 —
☆GSK funds › GSK PLC HOLD — 0.0% -0.0% 0.0 728 +0 4 —
☆VICI funds › VICI PPTYS INC HOLD — 0.0% -0.0% 0.0 1,433 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.0 472 +354 5 —
☆BOAT funds › TIDAL TRUST I HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 303 +0 5 —
☆NFG funds › NATIONAL FUEL GAS CO HOLD — 0.0% -0.0% 0.0 487 +0 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.0 119 -25 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.0 345 -96 5 —
☆NBIS funds › NEBIUS GROUP N.V. HOLD — 0.0% +0.0% 0.0 133 +0 2 —
☆TNL funds › TRAVEL PLUS LEISURE CO TRIM — 0.0% +0.0% 0.0 472 -2 4 —
☆DFAR funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 1,370 +0 4 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.0 224 +0 5 —
☆NFTY funds › FIRST TR EXCH TRD ALPHDX FD HOLD — 0.0% -0.0% 0.0 650 +0 5 —
☆DKNG funds › DRAFTKINGS INC NEW TRIM — 0.0% -0.0% 0.0 1,383 -3,041 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 1,200 +0 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.0 800 +0 5 —
☆ICF funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.0 207 +0 2 —
☆IHF funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 610 +0 5 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.0 111 +0 2 —
☆MUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆EXPE funds › EXPEDIA GROUP INC NEW — 0.0% +0.0% 0.0 125 +125 1 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC HOLD — 0.0% +0.0% 0.0 89 +0 5 —
☆CMS funds › CMS ENERGY CORP HOLD — 0.0% -0.0% 0.0 413 +0 5 —
☆CHAT funds › TIDAL TRUST II TRIM — 0.0% -0.0% 0.0 319 -167 2 —
☆RIO funds › RIO TINTO PLC TRIM — 0.0% -0.0% 0.0 328 -2 5 —
☆SOLV funds › SOLVENTUM CORP HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.0 140 -11 3 —
☆FQAL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.0 375 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.0% +0.0% 0.0 422 +0 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 903 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 1,058 -82 3 —
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 164 +0 5 —
☆EEM funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 427 -5 5 —
☆XLE funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 547 +0 5 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.0 336 +0 5 —
☆EVRG funds › EVERGY INC HOLD — 0.0% -0.0% 0.0 324 +0 5 —
☆IVZ funds › INVESCO LTD TRIM — 0.0% +0.0% 0.0 1,048 -1 4 —
☆PEJ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 415 +0 5 —
☆IUSV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆CSX funds › CSX CORP TRIM — 0.0% -0.0% 0.0 570 -319 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 181 -10 5 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 542 +0 5 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆EOS funds › EATON VANCE ENHANCED EQUITY HOLD — 0.0% -0.0% 0.0 1,130 +0 5 —
☆IVLU funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 590 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% +0.0% 0.0 25 +0 5 —
☆JETS funds › ETF SER SOLUTIONS HOLD — 0.0% +0.0% 0.0 720 +0 5 —
☆EOG funds › EOG RES INC TRIM — 0.0% -0.0% 0.0 184 -101 5 —
☆LH funds › LABCORP HOLDINGS INC HOLD — 0.0% -0.0% 0.0 85 +0 5 —
☆STZ funds › CONSTELLATION BRANDS INC TRIM — 0.0% -0.0% 0.0 170 -77 5 —
☆M funds › MACYS INC HOLD — 0.0% +0.0% 0.0 996 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.0% +0.0% 0.0 68 +0 2 —
☆SNDK funds › SANDISK CORP TRIM — 0.0% +0.0% 0.0 10 -5 2 —
☆FNDC funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 467 +0 5 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.0 271 +10 5 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆BURL funds › BURLINGTON STORES INC HOLD — 0.0% -0.0% 0.0 64 +0 5 —
☆XLB funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 398 +0 2 —
☆VST funds › VISTRA CORP NEW — 0.0% +0.0% 0.0 126 +126 1 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 0.0 90 +25 5 —
☆PPL funds › PPL CORP HOLD — 0.0% -0.0% 0.0 531 +0 5 —
☆MLM funds › MARTIN MARIETTA MATLS INC HOLD — 0.0% -0.0% 0.0 33 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.0 70 +0 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.0 36 +0 5 —
☆PSEC funds › PROSPECT CAP CORP HOLD — 0.0% -0.0% 0.0 7,500 +0 5 —
☆CPRT funds › COPART INC TRIM — 0.0% -0.1% 0.0 610 -6,477 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. TRIM — 0.0% +0.0% 0.0 188 -36 5 —
☆RGEN funds › REPLIGEN CORP HOLD — 0.0% +0.0% 0.0 125 +0 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.0 56 +0 5 —
☆IEFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 173 +0 5 —
☆EQIX funds › EQUINIX INC TRIM — 0.0% -0.0% 0.0 16 -7 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.0% +0.0% 0.0 113 +0 5 —
☆HYG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 195 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.0 84 +0 5 —
☆GSSC funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.0 170 +0 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.0 91 +50 2 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 63 +0 5 —
☆CUSIP:060505682 funds › BANK OF AMER CORP HOLD — 0.0% -0.0% 0.0 12 +0 5 —
☆SOFI funds › SOFI TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 801 +301 5 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 118 +0 5 —
☆HPQ funds › HP INC HOLD — 0.0% +0.0% 0.0 621 +0 5 —
☆SCZ funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 165 +0 5 —
☆BMAR funds › INNOVATOR ETFS TRUST HOLD — 0.0% +0.0% 0.0 232 +0 4 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 0.0 42 +0 5 —
☆TDG funds › TRANSDIGM GROUP INC HOLD — 0.0% +0.0% 0.0 9 +0 2 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 0.0% -0.0% 0.0 50 -3 5 —
☆SBLK funds › STAR BULK CARRIERS CORP. HOLD — 0.0% +0.0% 0.0 470 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 40 +0 5 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 69 -5 3 —
☆FCF funds › FIRST COMWLTH FINL CORP PA HOLD — 0.0% +0.0% 0.0 532 +0 5 —
☆VKTX funds › VIKING THERAPEUTICS INC TRIM — 0.0% -0.0% 0.0 276 -2,821 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 296 -22 3 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO HOLD — 0.0% +0.0% 0.0 535 +0 5 —
☆MKTX funds › MARKETAXESS HLDGS INC HOLD — 0.0% -0.0% 0.0 92 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.0 192 +0 5 —
☆OTIS funds › OTIS WORLDWIDE CORP HOLD — 0.0% -0.0% 0.0 141 +0 5 —
☆MP funds › MP MATERIALS CORP ADD — 0.0% +0.0% 0.0 179 +100 2 —
☆XAR funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 35 +0 2 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 90 +0 5 —
☆FREL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.0 330 +0 5 —
☆CINF funds › CINCINNATI FINL CORP HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆IJJ funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 61 +0 5 —
☆TEAM funds › ATLASSIAN CORPORATION ADD — 0.0% +0.0% 0.0 115 +107 5 —
☆QXO funds › QXO INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆HLN funds › HALEON PLC HOLD — 0.0% -0.0% 0.0 910 +0 4 —
☆KHC funds › KRAFT HEINZ CO HOLD — 0.0% -0.0% 0.0 348 +0 5 —
☆YUMC funds › YUM CHINA HLDGS INC HOLD — 0.0% -0.0% 0.0 200 +0 4 —
☆SONY funds › SONY GROUP CORP HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆APLD funds › APPLIED DIGITAL CORP NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆VNT funds › VONTIER CORPORATION HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆MKC funds › MCCORMICK & CO INC HOLD — 0.0% -0.0% 0.0 142 +0 5 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆REMX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 78 +0 2 —
☆CVI funds › CVR ENERGY INC HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆BMNR funds › BITMINE IMMERSION TECHS INC HOLD — 0.0% -0.0% 0.0 505 +0 4 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.0 54 -87 5 —
☆SOBO funds › SOUTH BOW CORP HOLD — 0.0% -0.0% 0.0 181 +0 5 —
☆PCAR funds › PACCAR INC HOLD — 0.0% -0.0% 0.0 50 +0 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM — 0.0% -0.0% 0.0 63 -32 2 —
☆LPLA funds › LPL FINL HLDGS INC HOLD — 0.0% -0.0% 0.0 19 +0 5 —
☆CFR funds › CULLEN FROST BANKERS INC HOLD — 0.0% +0.0% 0.0 34 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.0 97 +0 2 —
☆KTOS funds › KRATOS DEFENSE & SEC SOLUTIO NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆EWBC funds › EAST WEST BANCORP INC HOLD — 0.0% +0.0% 0.0 38 +0 5 —
☆USAR funds › USA RARE EARTH INC HOLD — 0.0% +0.0% 0.0 224 +0 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 0.0 51 +0 5 —
☆AVY funds › AVERY DENNISON CORP HOLD — 0.0% -0.0% 0.0 28 +0 5 —
☆IGPT funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 43 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD — 0.0% -0.0% 0.0 54 +0 5 —
☆BOTZ funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.0 112 +0 5 —
☆NKE funds › NIKE INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 31 -8 5 —
☆TSCO funds › TRACTOR SUPPLY CO HOLD — 0.0% -0.0% 0.0 125 +0 5 —
☆MQY funds › BLACKROCK MUNIYILD QULT FD I HOLD — 0.0% -0.0% 0.0 332 +0 2 —
☆ACM funds › AECOM HOLD — 0.0% -0.0% 0.0 52 +0 5 —
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 69 +0 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.0% -0.0% 0.0 68 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 76 +0 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 55 -17 5 —
☆EQR funds › EQUITY RESIDENTIAL HOLD — 0.0% +0.0% 0.0 49 +0 5 —
☆EMB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 34 +0 5 —
☆MARS funds › ROUNDHILL ETF TRUST NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 37 +0 5 —
☆TLRY funds › TILRAY BRANDS INC HOLD — 0.0% -0.0% 0.0 663 +0 2 —
☆IAGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 54 +0 5 —
☆HMC funds › HONDA MOTOR CO LTD HOLD — 0.0% +0.0% 0.0 100 +0 4 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 0.0% -0.0% 0.0 97 +0 5 —
☆MAA funds › MID-AMER APT CMNTYS INC HOLD — 0.0% +0.0% 0.0 18 +0 5 —
☆REGN funds › REGENERON PHARMACEUTICALS HOLD — 0.0% -0.0% 0.0 4 +0 5 —
☆PSKY funds › PARAMOUNT SKYDANCE CORP HOLD — 0.0% +0.0% 0.0 250 +0 3 —
☆NVG funds › NUVEEN AMT FREE MUN CR INC F HOLD — 0.0% -0.0% 0.0 176 +0 5 —
☆HII funds › HUNTINGTON INGALLS INDS INC HOLD — 0.0% -0.0% 0.0 8 +0 5 —
☆ELF funds › E L F BEAUTY INC HOLD — 0.0% +0.0% 0.0 30 +0 2 —
☆VTRS funds › VIATRIS INC HOLD — 0.0% +0.0% 0.0 131 +0 5 —
☆VMC funds › VULCAN MATLS CO TRIM — 0.0% -0.0% 0.0 6 -2 5 —
☆PTEN funds › PATTERSON-UTI ENERGY INC HOLD — 0.0% -0.0% 0.0 188 +0 5 —
☆UUUU funds › ENERGY FUELS INC HOLD — 0.0% -0.0% 0.0 115 +0 2 —
☆ZM funds › ZOOM COMMUNICATIONS INC HOLD — 0.0% -0.0% 0.0 16 +0 5 —
☆CGNX funds › COGNEX CORP HOLD — 0.0% +0.0% 0.0 19 +0 5 —
☆ALGN funds › ALIGN TECHNOLOGY INC HOLD — 0.0% -0.0% 0.0 8 +0 5 —
☆WAB funds › WABTEC HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆XPEV funds › XPENG INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆WIT funds › WIPRO LTD HOLD — 0.0% -0.0% 0.0 575 +0 5 —
☆XBI funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 8 +0 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.0% +0.0% 0.0 4 -1 5 —
☆MRP funds › MILLROSE PPTYS INC HOLD — 0.0% -0.0% 0.0 38 +0 5 —
☆MPA funds › BLACKROCK MUNIYIELD PA QUALI HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆OGN funds › ORGANON & CO HOLD — 0.0% +0.0% 0.0 84 +0 5 —
☆XRAY funds › DENTSPLY SIRONA INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆CVNA funds › CARVANA CO ADD — 0.0% -0.0% 0.0 15 +12 5 —

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 257 518 0.07 36% 0.020 0.305 — in
2026Q1 238 522 0.07 35% 0.019 0.298 — in
2025Q4 244 507 0.05 37% 0.022 0.312 — in
2025Q3 240 504 0.08 37% 0.021 0.256 — in
2025Q2 211 503 0.08 36% 0.021 0.266 — entered
2025Q1 198 495 0.00 33% 0.018 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