Fund Universe

Chicago Capital, LLC

CIK 0001740053 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.632
AUM ($M)
4,152
Positions
360
Turnover
0.13
Top-10 wt
38%
Herfindahl
0.022
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 377 positions · portfolio value $4,152M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOGL funds › ALPHABET INC TRIM 5.4% +0.4% 225.3 630,481 -22,464 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 4.4% +0.9% 184.1 385,407 -6,266 5
LGND funds › LIGAND PHARMACEUTICALS INC TRIM 4.2% +1.2% 174.9 553,435 -8,240 5
AMZN funds › AMAZON COM INC TRIM 4.2% +0.1% 174.2 730,843 -6,114 5
NVDA funds › NVIDIA CORPORATION TRIM 3.8% +0.1% 156.1 780,299 -3,849 5
META funds › META PLATFORMS INC TRIM 3.7% -0.6% 155.3 275,618 -8,257 5
V funds › VISA INC TRIM 3.3% +0.0% 136.2 397,080 -1,777 5
ASML funds › ASML HLDG NV TRIM 3.1% +0.7% 127.1 63,881 -1,285 5
AAPL funds › APPLE INC TRIM 3.1% -0.0% 126.9 438,704 -14,104 5
LLY funds › ELI LILLY & CO TRIM 2.5% +0.4% 104.8 87,354 -228 5
VRT funds › VERTIV HOLDINGS CO TRIM 2.4% -0.1% 100.7 300,872 -68,098 5
MSFT funds › MICROSOFT CORP TRIM 2.4% -0.7% 98.3 263,586 -43,134 5
BE funds › BLOOM ENERGY CORP ADD 2.3% +1.1% 94.9 313,650 +879 3
UBER funds › UBER TECHNOLOGIES INC TRIM 2.1% -0.4% 87.6 1,214,089 -98,770 5
MA funds › MASTERCARD INCORPORATED TRIM 1.8% -0.2% 75.7 147,457 -1,014 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 1.8% +1.1% 74.1 127,569 +3,313 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 1.7% -0.8% 71.3 579,346 -3,108 5
TDG funds › TRANSDIGM GROUP INC ADD 1.7% +0.0% 70.7 53,084 +107 5
PGR funds › PROGRESSIVE CORP TRIM 1.6% -0.1% 64.8 296,678 -13,341 5
SYK funds › STRYKER CORPORATION TRIM 1.5% -0.3% 62.5 198,582 -2,258 5
BURL funds › BURLINGTON STORES INC ADD 1.5% -0.2% 62.2 196,193 +5,090 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 1.5% +1.0% 62.1 64,308 +19,123 5
DXCM funds › DEXCOM INC ADD 1.4% +0.2% 58.4 867,009 +129,384 5
LAD funds › LITHIA MTRS INC TRIM 1.4% -0.0% 56.7 195,227 -10,598 5
PWR funds › QUANTA SVCS INC ADD 1.3% +0.2% 55.4 76,929 +2,089 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 1.3% -0.3% 53.9 57,613 -901 5
FICO funds › FAIR ISAAC CORP ADD 1.3% +0.3% 53.2 44,513 +10,422 5
VEEV funds › VEEVA SYS INC TRIM 1.2% -0.2% 51.7 291,196 -3,732 5
RVMD funds › REVOLUTION MEDICINES INC NEW 1.1% +1.1% 47.2 251,847 +251,847 1
PRCT funds › PROCEPT BIOROBOTICS CORP TRIM 1.1% -0.3% 46.8 2,073,237 -87,350 5
JPM funds › JPMORGAN CHASE & CO ADD 1.1% -0.0% 45.6 139,172 +214 5
DELL funds › DELL TECHNOLOGIES INC ADD 1.0% +0.6% 42.4 98,173 +872 5
NFLX funds › NETFLIX INC. TRIM 1.0% -0.5% 40.3 564,519 -8,981 5
CVNA funds › CARVANA CO ADD 1.0% +0.9% 39.9 605,757 +598,316 5
IDXX funds › IDEXX LABS INC TRIM 0.9% -0.2% 39.1 74,297 -3,084 5
PODD funds › INSULET CORP ADD 0.9% -0.3% 36.8 241,803 +39,557 5
KRNT funds › KORNIT DIGITAL LTD TRIM 0.8% -0.1% 34.6 2,130,922 -327,899 5
NOW funds › SERVICENOW INC TRIM 0.8% -0.4% 34.4 346,374 -76,673 5
APH funds › AMPHENOL CORP ADD 0.7% +0.2% 30.2 171,529 +3,675 5
GOOG funds › ALPHABET INC TRIM 0.7% +0.0% 29.7 83,962 -3,295 5
ETN funds › EATON CORP PLC ADD 0.7% +0.1% 29.0 68,130 +1,361 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.7% -0.1% 27.4 54,788 -2,089 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.5% -0.3% 22.3 190,991 -16,399 5
LOW funds › LOWES COS INC TRIM 0.5% -0.1% 21.0 95,141 -687 5
VST funds › VISTRA CORP ADD 0.4% -0.0% 16.0 101,179 +4,535 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.4% -0.0% 15.8 21,130 -1,231 5
IVV funds › ISHARES TR ADD 0.4% +0.0% 15.4 20,531 +668 5
CSGP funds › COSTAR GROUP INC TRIM 0.4% -0.8% 14.9 526,958 -528,662 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.0% 14.3 56,172 -1,673 5
AVGO funds › BROADCOM INC ADD 0.3% +0.0% 13.8 36,590 +380 5
INTU funds › INTUIT TRIM 0.3% -1.8% 13.7 52,673 -130,154 5
ORCL funds › ORACLE CORP ADD 0.3% -0.0% 13.5 92,133 +1,417 5
FAST funds › FASTENAL CO TRIM 0.3% -0.0% 13.3 276,342 -399 5
MU funds › MICRON TECHNOLOGY INC ADD 0.3% +0.2% 13.1 11,378 +2,175 5
VICR funds › VICOR CORP ADD 0.3% +0.2% 12.8 33,812 +13,090 3
CLS funds › CELESTICA INC ADD 0.3% +0.1% 11.4 31,266 +3,026 3
INTC funds › INTEL CORP ADD 0.3% +0.2% 10.7 76,796 +2,724 5
CAT funds › CATERPILLAR INC ADD 0.3% +0.1% 10.7 10,003 +2,110 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.2% -0.2% 10.3 20,642 -12,015 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.2% -0.2% 10.3 25,955 -9,520 5
ARM funds › ARM HOLDINGS PLC ADD 0.2% +0.1% 10.2 28,679 +252 5
TER funds › TERADYNE INC ADD 0.2% +0.1% 10.1 20,937 +862 2
ABBV funds › ABBVIE INC TRIM 0.2% -0.0% 10.1 40,087 -2,939 5
AXON funds › AXON ENTERPRISE INC TRIM 0.2% +0.0% 9.9 17,657 -1,660 5
MORN funds › MORNINGSTAR INC TRIM 0.2% -0.1% 9.5 60,972 -13,190 5
CCJ funds › CAMECO CORP ADD 0.2% -0.0% 9.2 90,058 +2,875 5
IRM funds › IRON MTN INC DEL TRIM 0.2% -0.0% 8.8 69,881 -14,070 5
GLW funds › CORNING INC ADD 0.2% +0.1% 8.8 34,482 +1,273 4
ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI TRIM 0.2% +0.0% 8.6 32,551 -1 5
VTI funds › VANGUARD INDEX FDS TRIM 0.2% -0.1% 8.6 23,149 -14,522 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.2% +0.1% 8.5 17,029 +4,910 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.2% -0.1% 7.9 17,133 -4,501 5
RTX funds › RTX CORPORATION ADD 0.2% -0.0% 7.8 41,071 +581 5
TSLA funds › TESLA INC ADD 0.2% +0.0% 7.7 18,329 +1,020 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 7.7 27,410 +3,125 5
MELI funds › MERCADOLIBRE INC ADD 0.2% -0.0% 7.6 4,459 +534 5
GE funds › GE AEROSPACE ADD 0.2% +0.0% 7.2 19,281 +109 5
NTRA funds › NATERA INC ADD 0.2% +0.0% 7.0 25,854 +1,756 4
GEV funds › GE VERNOVA INC ADD 0.2% +0.0% 6.7 5,683 +258 5
KO funds › COCA COLA CO TRIM 0.2% -0.0% 6.4 78,249 -1,444 5
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.2% -0.0% 6.3 23,332 +0 5
CEF funds › SPROTT ASSET MANAGEMENT LP HOLD 0.2% -0.0% 6.3 155,365 +0 5
PEP funds › PEPSICO INC TRIM 0.1% -0.1% 6.2 45,900 -2,343 5
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.1% -0.0% 6.2 14,931 +1,684 5
GWW funds › WW GRAINGER INC ADD 0.1% +0.0% 6.2 4,547 +181 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 5.7 38,954 -838 5
PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD 0.1% -0.0% 5.6 186,978 +0 5
QCOM funds › QUALCOMM INC ADD 0.1% +0.0% 5.4 28,969 +976 5
CCSI funds › CONSENSUS CLOUD SOLUTIONS IN ADD 0.1% +0.0% 5.2 135,297 +3,684 5
ADI funds › ANALOG DEVICES INC ADD 0.1% +0.0% 5.0 12,692 +294 5
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 4.9 18,044 +213 5
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 4.7 51,372 +6,974 5
ECL funds › ECOLAB INC ADD 0.1% -0.0% 4.6 16,434 +125 5
ANET funds › ARISTA NETWORKS INC TRIM 0.1% +0.0% 4.5 26,555 -2,181 5
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 4.5 38,393 +450 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.0% 4.4 13,031 -903 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.1% +0.1% 4.4 12,787 +2,772 5
SHW funds › SHERWIN WILLIAMS CO NEW 0.1% +0.1% 4.3 12,415 +12,415 1
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 4.3 11,787 -427 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.1% 4.2 27,039 -4,315 5
HUBB funds › HUBBELL INC ADD 0.1% -0.0% 3.8 7,277 +141 5
BX funds › BLACKSTONE INC TRIM 0.1% -0.0% 3.8 32,337 -560 5
PAYX funds › PAYCHEX INC TRIM 0.1% -0.0% 3.8 38,588 -2,342 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.0% 3.7 16,421 -310 5
BN funds › BROOKFIELD CORP HOLD 0.1% -0.0% 3.6 84,844 +0 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 3.6 41,720 +34,787 5
DHR funds › DANAHER CORP DEL ADD 0.1% +0.0% 3.6 18,818 +3,027 5
ESLT funds › ELBIT SYS LTD TRIM 0.1% -0.0% 3.6 4,711 -22 5
MTZ funds › MASTEC INC ADD 0.1% +0.0% 3.5 8,477 +1,049 4
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 3.5 27,111 +55 5
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.1% -0.0% 3.5 37,765 -35 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 3.4 9,691 -28 5
SNDK funds › SANDISK CORP ADD 0.1% +0.1% 3.4 1,489 +55 2
BA funds › BOEING CO TRIM 0.1% -0.0% 3.4 15,588 -215 5
VOO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 3.3 4,767 -185 5
CPRT funds › COPART INC HOLD 0.1% -0.0% 3.0 107,200 +0 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 3.0 31,366 -778 5
WMT funds › WALMART INC ADD 0.1% -0.0% 3.0 26,511 +283 5
TJX funds › TJX COS INC NEW ADD 0.1% +0.0% 2.9 19,427 +6,504 5
COHR funds › COHERENT CORP ADD 0.1% +0.1% 2.9 7,423 +5,400 5
SPDW funds › SPDR INDEX SHS FDS HOLD 0.1% -0.0% 2.9 58,000 +0 4
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 2.9 8,561 -842 5
RMD funds › RESMED INC HOLD 0.1% -0.0% 2.8 14,363 +0 5
CME funds › CME GROUP INC ADD 0.1% -0.0% 2.7 12,002 +226 5
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 2.6 25,503 -19,285 5
FITB funds › FIFTH THIRD BANCORP ADD 0.1% +0.0% 2.5 44,733 +4,116 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 2.5 11,183 +11,183 1
WFC funds › WELLS FARGO & CO TRIM 0.1% -0.0% 2.5 30,204 -300 5
MDT funds › MEDTRONIC PLC ADD 0.1% -0.0% 2.4 31,078 +6,011 5
MDB funds › MONGODB INC ADD 0.1% +0.0% 2.4 7,196 +1,306 5
GPN funds › GLOBAL PMTS INC HOLD 0.1% -0.0% 2.4 33,260 +0 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 2.4 10,907 +10,907 1
CMI funds › CUMMINS INC HOLD 0.1% +0.0% 2.4 3,355 +0 5
BWXT funds › BWX TECHNOLOGIES INC ADD 0.1% +0.0% 2.4 12,244 +3,184 4
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 2.4 2,348 +190 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.0% 2.3 3,156 +518 5
NTRS funds › NORTHERN TR CORP TRIM 0.1% +0.0% 2.3 13,365 -200 5
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.1% -0.0% 2.3 10,078 -1,683 5
IDEV funds › ISHARES TR ADD 0.1% +0.0% 2.3 25,744 +2,389 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 2.2 3 +0 5
ALC funds › ALCON AG ADD 0.1% +0.0% 2.2 32,885 +8,931 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.1% +0.0% 2.1 29,629 +5,671 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 2.1 14,747 -345 5
VXUS funds › VANGUARD STAR FDS HOLD 0.0% -0.0% 2.0 23,916 +0 5
SNOW funds › SNOWFLAKE INC TRIM 0.0% +0.0% 2.0 8,004 -788 5
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 2.0 12,672 -10 5
GRMN funds › GARMIN LTD ADD 0.0% -0.0% 2.0 8,226 +154 2
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% -0.0% 1.9 21,484 +506 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.0% -0.0% 1.9 7,885 -313 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 1.9 4,291 +28 5
IWO funds › ISHARES TR ADD 0.0% +0.0% 1.8 4,469 +3 5
ADBE funds › ADOBE INC TRIM 0.0% -0.1% 1.7 8,534 -6,945 5
IFF funds › INTERNATIONAL FLAVORS&FRAGRA ADD 0.0% -0.0% 1.7 21,737 +60 5
EW funds › EDWARDS LIFESCIENCES CORP HOLD 0.0% +0.0% 1.7 18,984 +0 5
MAR funds › MARRIOTT INTL INC NEW HOLD 0.0% +0.0% 1.7 4,564 +0 5
PPG funds › PPG INDS INC ADD 0.0% +0.0% 1.7 13,629 +650 5
DE funds › DEERE & CO TRIM 0.0% -0.0% 1.6 2,585 -1,400 5
ITOT funds › ISHARES TR ADD 0.0% +0.0% 1.6 9,962 +2 5
BND funds › VANGUARD BD INDEX FDS HOLD 0.0% -0.0% 1.6 22,195 +0 5
IWF funds › ISHARES TR ADD 0.0% +0.0% 1.5 12,254 +9,207 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 1.5 8,470 +8,107 5
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.0% 1.5 9,003 -399 5
XYZ funds › BLOCK INC TRIM 0.0% +0.0% 1.5 19,501 -1,095 5
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 1.5 5,416 -2,544 5
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 1.4 58,688 -3,470 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 1.4 15,527 -2 5
ABNB funds › AIRBNB INC TRIM 0.0% -0.0% 1.4 9,935 -2,160 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 1.4 6,338 -580 5
ZD funds › ZIFF DAVIS INC HOLD 0.0% +0.0% 1.4 26,647 +0 5
MCK funds › MCKESSON CORP ADD 0.0% -0.0% 1.3 1,782 +259 4
CCI funds › CROWN CASTLE INC TRIM 0.0% -0.0% 1.3 17,745 -70 5
NKE funds › NIKE INC ADD 0.0% -0.0% 1.3 32,574 +3,506 5
ZTS funds › ZOETIS INC ADD 0.0% -0.0% 1.3 18,498 +4,012 5
STRL funds › STERLING INFRASTRUCTURE INC HOLD 0.0% +0.0% 1.3 1,558 +0 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 1.3 5,935 +110 2
ALKT funds › ALKAMI TECHNOLOGY INC TRIM 0.0% -0.0% 1.3 69,245 -4,540 4
SHEL funds › SHELL PLC ADD 0.0% -0.0% 1.3 16,181 +280 5
IWM funds › ISHARES TR TRIM 0.0% +0.0% 1.3 4,164 -33 5
CUSIP:67059N108 funds › NUTANIX INC ADD 0.0% +0.0% 1.2 24,453 +200 3
EL funds › LAUDER ESTEE COS INC ADD 0.0% +0.0% 1.2 15,613 +1,701 5
CPT funds › CAMDEN PPTY TR ADD 0.0% +0.0% 1.2 10,709 +75 5
AON funds › AON PLC ADD 0.0% +0.0% 1.2 3,675 +552 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.0% 1.2 4,108 -3,509 5
PFE funds › PFIZER INC TRIM 0.0% -0.0% 1.2 48,093 -27,402 5
OKE funds › ONEOK INC NEW TRIM 0.0% -0.0% 1.2 13,271 -1,065 5
TXN funds › TEXAS INSTRS INC TRIM 0.0% +0.0% 1.1 3,847 -908 5
PH funds › PARKER-HANNIFIN CORP ADD 0.0% +0.0% 1.1 1,167 +110 5
WSO funds › WATSCO INC TRIM 0.0% +0.0% 1.1 2,700 -20 5
TYL funds › TYLER TECHNOLOGIES INC HOLD 0.0% -0.0% 1.1 3,813 +0 5
WDAY funds › WORKDAY INC TRIM 0.0% -0.0% 1.1 9,095 -165 5
PKG funds › PACKAGING CORP AMER ADD 0.0% +0.0% 1.1 4,646 +116 5
LNT funds › ALLIANT ENERGY CORP HOLD 0.0% -0.0% 1.1 14,379 +0 5
ESGU funds › ISHARES TR HOLD 0.0% +0.0% 1.1 6,700 +0 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 1.1 25,801 -1,543 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.0% -0.0% 1.1 8,488 -600 5
STT funds › STATE STR CORP HOLD 0.0% +0.0% 1.1 6,245 +0 5
NBIS funds › NEBIUS GROUP N.V. HOLD 0.0% +0.0% 1.0 3,753 +0 4
VONV funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% +0.0% 1.0 9,709 +0 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 1.0 3,454 +3,454 1
APP funds › APPLOVIN CORP ADD 0.0% +0.0% 1.0 1,958 +17 5
HWM funds › HOWMET AEROSPACE INC ADD 0.0% +0.0% 1.0 3,722 +2,537 5
LIN funds › LINDE PLC HOLD 0.0% -0.0% 1.0 1,912 +0 5
WEC funds › WEC ENERGY GROUP INC TRIM 0.0% -0.0% 1.0 8,404 -160 5
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 1.0 13,605 -349 5
BP funds › BP PLC HOLD 0.0% -0.0% 1.0 26,276 +0 5
AEP funds › AMERICAN ELEC PWR CO INC HOLD 0.0% -0.0% 1.0 7,055 +0 5
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.0% -0.0% 1.0 26,178 -5,000 5
BAC funds › BANK OF AMER CORP TRIM 0.0% +0.0% 1.0 16,675 -500 5
SGOL funds › ETFS GOLD TR HOLD 0.0% -0.0% 0.9 24,740 +0 5
FISV funds › FISERV INC TRIM 0.0% -0.0% 0.9 19,240 -231 5
SWK funds › STANLEY BLACK & DECKER INC ADD 0.0% +0.0% 0.9 9,978 +1,825 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.0% +0.0% 0.9 2,419 -8 5
PYPL funds › PAYPAL HLDGS INC TRIM 0.0% -0.0% 0.9 21,486 -2,845 5
TEL funds › TE CONNECTIVITY PLC HOLD 0.0% -0.0% 0.9 4,595 +0 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 0.9 7,397 -2,327 5
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.9 2,260 -2,608 5
CAH funds › CARDINAL HEALTH INC ADD 0.0% +0.0% 0.9 3,839 +132 5
S funds › SENTINELONE INC TRIM 0.0% -0.0% 0.9 53,272 -17,482 4
AGX funds › ARGAN INC ADD 0.0% +0.0% 0.9 1,121 +1 5
U funds › UNITY SOFTWARE INC TRIM 0.0% +0.0% 0.9 31,015 -2,120 3
AOS funds › SMITH A O CORP ADD 0.0% +0.0% 0.9 13,947 +3,379 5
FDS funds › FACTSET RESH SYS INC HOLD 0.0% -0.0% 0.9 3,791 +0 5
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.0% +0.0% 0.9 11,828 +0 5
MNDY funds › MONDAY COM LTD ADD 0.0% +0.0% 0.8 11,681 +1,244 5
LH funds › LABCORP HOLDINGS INC HOLD 0.0% -0.0% 0.8 3,000 +0 5
MMM funds › 3M CO TRIM 0.0% -0.0% 0.8 5,144 -20 5
VLTO funds › VERALTO CORP ADD 0.0% +0.0% 0.8 9,140 +6,688 5
AMT funds › AMERICAN TOWER CORP HOLD 0.0% -0.0% 0.8 4,930 +0 5
APO funds › APOLLO GLOBAL MGMT INC ADD 0.0% -0.0% 0.8 6,782 +21 5
RDDT funds › REDDIT INC TRIM 0.0% -0.0% 0.8 4,566 -753 3
PCTY funds › PAYLOCITY HLDG CORP TRIM 0.0% -0.0% 0.8 7,522 -171 5
IWN funds › ISHARES TR HOLD 0.0% +0.0% 0.8 3,511 +0 5
BL funds › BLACKLINE INC HOLD 0.0% -0.0% 0.8 27,537 +0 5
BOBS funds › BOBS DISC FURNITURE INC ADD 0.0% +0.0% 0.8 48,297 +30,282 2
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.8 5,118 +3,112 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.7 1,462 -173 5
MPC funds › MARATHON PETE CORP HOLD 0.0% -0.0% 0.7 2,884 +0 5
NCLH funds › NORWEGIAN CRUISE LINE HLDGS ADD 0.0% +0.0% 0.7 34,440 +21,866 2
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.7 4,194 +4,194 1
GNRC funds › GENERAC HLDGS INC TRIM 0.0% -0.0% 0.7 2,438 -3,682 5
CMG funds › CHIPOTLE MEXICAN GRILL INC ADD 0.0% +0.0% 0.7 20,956 +7,857 2
MKC funds › MCCORMICK & CO INC ADD 0.0% +0.0% 0.7 14,102 +6,682 5
T funds › AT&T INC TRIM 0.0% -0.0% 0.7 33,971 -1,961 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% +0.0% 0.7 12,066 +4,738 5
ARE funds › ALEXANDRIA REAL ESTATE EQ IN TRIM 0.0% -0.0% 0.7 13,205 -3,934 4
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.4% 0.7 15,877 -252,993 5
IEMG funds › ISHARES INC ADD 0.0% +0.0% 0.7 8,035 +823 5
ETR funds › ENTERGY CORP NEW TRIM 0.0% -0.0% 0.7 5,736 -280 5
DTE funds › DTE ENERGY CO TRIM 0.0% -0.0% 0.7 4,269 -95 5
TOST funds › TOAST INC TRIM 0.0% -0.0% 0.6 23,340 -3,821 5
BMY funds › BRISTOL-MYERS SQUIBB CO HOLD 0.0% -0.0% 0.6 11,250 +0 5
BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD 0.0% -0.0% 0.6 14,284 +0 5
SOXX funds › ISHARES TR ADD 0.0% +0.0% 0.6 999 +60 5
NCNO funds › NCINO INC ADD 0.0% +0.0% 0.6 39,117 +7,712 4
MDY funds › STATE STR SPDR S&P MIDCAP 40 NEW 0.0% +0.0% 0.6 895 +895 1
USB funds › US BANCORP ADD 0.0% +0.0% 0.6 10,085 +825 5
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 0.6 6,357 -18 5
BNDX funds › VANGUARD CHARLOTTE FDS HOLD 0.0% -0.0% 0.6 12,295 +0 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.0% -0.0% 0.6 5,338 -319 5
GLD funds › SPDR GOLD TR TRIM 0.0% -0.0% 0.6 1,585 -5 5
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.5 4,332 +240 5
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.5 3,204 -8 5
VO funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.5 6,692 +4,904 5
ADM funds › ARCHER DANIELS MIDLAND CO HOLD 0.0% -0.0% 0.5 6,937 +0 5
FWONK funds › LIBERTY MEDIA CORP DEL HOLD 0.0% -0.0% 0.5 5,547 +0 5
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.0% +0.0% 0.5 5,781 +379 5
PLNT funds › PLANET FITNESS MASTER ISSUER HOLD 0.0% -0.0% 0.5 10,050 +0 5
NEE funds › NEXTERA ENERGY INC TRIM 0.0% -0.0% 0.5 5,826 -150 5
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO TRIM 0.0% -0.0% 0.5 10,000 -1,172 5
ULTA funds › ULTA BEAUTY INC HOLD 0.0% -0.0% 0.5 1,100 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.5 4,666 -50 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 0.0% +0.0% 0.5 1,933 +200 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.0% -0.0% 0.5 4,396 -689 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.5 7,736 -133 3
CI funds › THE CIGNA GROUP TRIM 0.0% -0.0% 0.5 1,660 -10 5
MTB funds › M & T BK CORP HOLD 0.0% +0.0% 0.5 1,911 +0 5
PSLV funds › SPROTT ASSET MANAGEMENT LP HOLD 0.0% -0.0% 0.5 24,000 +0 5
OGE funds › OGE ENERGY CORP HOLD 0.0% -0.0% 0.5 9,300 +0 5
NVMI funds › NOVA LTD TRIM 0.0% -0.0% 0.4 826 -800 5
KBWB funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% +0.0% 0.4 4,810 +0 2
AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.4 3,810 +0 5
D funds › DOMINION ENERGY INC TRIM 0.0% -0.0% 0.4 6,525 -15,171 5
IJH funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,683 -1,342 5
BLK funds › BLACKROCK INC TRIM 0.0% -0.0% 0.4 452 -3 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.0% +0.0% 0.4 6,029 +500 5
MS funds › MORGAN STANLEY HOLD 0.0% +0.0% 0.4 2,052 +0 5
EBAY funds › EBAY INC. HOLD 0.0% +0.0% 0.4 3,828 +0 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.4 1,191 -71 5
GSK funds › GSK PLC HOLD 0.0% -0.0% 0.4 8,015 +0 5
SITM funds › SITIME CORP NEW 0.0% +0.0% 0.4 560 +560 1
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.4 3,768 +0 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.0% -0.0% 0.4 1,297 -200 5
GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD 0.0% -0.0% 0.4 6,372 +5 5
CTVA funds › CORTEVA INC TRIM 0.0% -0.0% 0.4 4,636 -24 5
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.4 539 +539 1
ALL funds › ALLSTATE CORP HOLD 0.0% +0.0% 0.4 1,626 +0 5
TSEM funds › TOWER SEMICONDUCTOR LTD NEW 0.0% +0.0% 0.4 1,463 +1,463 1
CW funds › CURTISS WRIGHT CORP HOLD 0.0% -0.0% 0.4 500 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.4 4,739 +0 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% +0.0% 0.4 884 -159 5
TWLO funds › TWILIO INC TRIM 0.0% -0.0% 0.4 1,778 -5,841 4
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.4 3,040 +2,660 5
GRAL funds › GRAIL INC NEW 0.0% +0.0% 0.4 5,301 +5,301 1
NUE funds › NUCOR CORP HOLD 0.0% +0.0% 0.4 1,584 +0 5
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 0.3 405 +405 1
NOVT funds › NOVANTA INC HOLD 0.0% +0.0% 0.3 2,133 +0 5
VRSK funds › VERISK ANALYTICS INC HOLD 0.0% -0.0% 0.3 1,895 +0 5
AMP funds › AMERIPRISE FINL INC HOLD 0.0% -0.0% 0.3 728 +0 5
VTIP funds › VANGUARD MALVERN FDS HOLD 0.0% -0.0% 0.3 6,553 +0 5
TLT funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,800 +0 5
WTFC funds › WINTRUST FINL CORP HOLD 0.0% +0.0% 0.3 2,024 +0 5
DFAC funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.3 7,167 +0 5
CBOE funds › CBOE GLOBAL MKTS INC HOLD 0.0% -0.0% 0.3 1,284 +0 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.0% -0.0% 0.3 1,717 -109 5
IWD funds › ISHARES TR ADD 0.0% +0.0% 0.3 1,272 +204 4
URI funds › UNITED RENTALS INC NEW 0.0% +0.0% 0.3 272 +272 1
GIS funds › GENERAL MILLS INC HOLD 0.0% -0.0% 0.3 8,712 +0 5
BALL funds › BALL CORP HOLD 0.0% -0.0% 0.3 4,800 +0 5
VERX funds › VERTEX INC TRIM 0.0% -0.0% 0.3 25,528 -800 3
CEG funds › CONSTELLATION ENERGY CORP HOLD 0.0% -0.0% 0.3 1,172 +0 5
EME funds › EMCOR GROUP INC HOLD 0.0% +0.0% 0.3 350 +0 2
ENB funds › ENBRIDGE INC HOLD 0.0% -0.0% 0.3 5,306 +0 5
C funds › CITIGROUP INC TRIM 0.0% +0.0% 0.3 2,041 -62 2
IT funds › GARTNER INC HOLD 0.0% -0.0% 0.3 2,200 +0 5
TECH funds › BIO-TECHNE CORP HOLD 0.0% +0.0% 0.3 4,000 +0 5
CP funds › CANADIAN PACIFIC KANSAS CITY TRIM 0.0% -0.0% 0.3 3,254 -10,628 5
PAVE funds › GLOBAL X FDS NEW 0.0% +0.0% 0.3 4,776 +4,776 1
RYAN funds › RYAN SPECIALTY HOLDINGS INC HOLD 0.0% -0.0% 0.3 7,435 +0 5
OEF funds › ISHARES TR HOLD 0.0% +0.0% 0.3 722 +0 2
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% -0.0% 0.3 4,376 +31 3
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 0.3 1,565 +1,565 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM 0.0% -0.0% 0.3 4,990 -119 5
YUMC funds › YUM CHINA HLDGS INC HOLD 0.0% -0.0% 0.3 6,211 +0 5
SONY funds › SONY GROUP CORP HOLD 0.0% -0.0% 0.3 12,615 +0 5
VTV funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.2 1,130 +0 5
WEX funds › WEX INC HOLD 0.0% -0.0% 0.2 1,728 +0 5
FTV funds › FORTIVE CORP HOLD 0.0% -0.0% 0.2 3,952 +0 3
TFC funds › TRUIST FINL CORP HOLD 0.0% -0.0% 0.2 4,762 +0 5
BIL funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.2 2,577 +0 5
UMBF funds › UMB FINL CORP NEW 0.0% +0.0% 0.2 1,649 +1,649 1
SHOP funds › SHOPIFY INC HOLD 0.0% -0.0% 0.2 2,032 +0 5
DTM funds › DT MIDSTREAM INC TRIM 0.0% -0.0% 0.2 1,561 -47 5
EOG funds › EOG RES INC HOLD 0.0% -0.0% 0.2 1,760 +0 2
FND funds › FLOOR & DECOR HLDGS INC TRIM 0.0% -0.0% 0.2 3,813 -818 5
IAU funds › ISHARES GOLD TR ADD 0.0% -0.0% 0.2 2,974 +168 4
KMI funds › KINDER MORGAN INC DEL HOLD 0.0% -0.0% 0.2 6,977 +0 5
HAL funds › HALLIBURTON CO HOLD 0.0% -0.0% 0.2 6,523 +0 2
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.2 705 -200 2
WELL funds › WELLTOWER INC NEW 0.0% +0.0% 0.2 949 +949 1
TLN funds › TALEN ENERGY CORP NEW 0.0% +0.0% 0.2 554 +554 1
VB funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 693 +693 1
QUAL funds › ISHARES TR NEW 0.0% +0.0% 0.2 935 +935 1
ODC funds › OIL DRI CORP AMER NEW 0.0% +0.0% 0.2 2,000 +2,000 1
EMXC funds › ISHARES INC NEW 0.0% +0.0% 0.2 1,983 +1,983 1
MPWR funds › MONOLITHIC PWR SYS INC NEW 0.0% +0.0% 0.2 146 +146 1
TNC funds › TENNANT CO NEW 0.0% +0.0% 0.2 2,300 +2,300 1
ASM funds › AVINO SILVER & GOLD MINES LT NEW 0.0% +0.0% 0.1 13,952 +13,952 1
ASPI funds › ASP ISOTOPES INC HOLD 0.0% +0.0% 0.1 12,000 +0 4
RUM funds › RUM GROUP INC HOLD 0.0% +0.0% 0.1 10,000 +0 5
MVIS funds › MICROVISION INC DEL ADD 0.0% -0.0% 0.0 16,681 +3,950 2
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -23,187 0
EQIX funds › EQUINIX INC EXIT 0.0% -0.0% 0.0 0 -315 0
HII funds › HUNTINGTON INGALLS INDS INC EXIT 0.0% -0.0% 0.0 0 -1,880 0
RAL funds › RALLIANT CORP EXIT 0.0% -0.0% 0.0 0 -13,504 0
AVAV funds › AEROVIRONMENT INC EXIT 0.0% -0.0% 0.0 0 -2,453 0
MDXG funds › MIMEDX GROUP INC EXIT 0.0% -0.0% 0.0 0 -27,390 0
BDX funds › BECTON DICKINSON & CO EXIT 0.0% -0.0% 0.0 0 -1,321 0
AKAM funds › AKAMAI TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -2,654 0
PSX funds › PHILLIPS 66 EXIT 0.0% -0.0% 0.0 0 -2,017 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -1.4% 0.0 0 -305,727 0
DKS funds › DICKS SPORTING GOODS INC EXIT 0.0% -0.0% 0.0 0 -9,317 0
SW funds › SMURFIT WESTROCK PLC EXIT 0.0% -0.0% 0.0 0 -7,075 0
STAG funds › STAG INDUSTRIAL INC EXIT 0.0% -0.0% 0.0 0 -5,900 0
GAP funds › GAP INC EXIT 0.0% -0.0% 0.0 0 -8,750 0
IDCC funds › INTERDIGITAL INC EXIT 0.0% -0.0% 0.0 0 -692 0
NVS funds › NOVARTIS AG EXIT 0.0% -0.0% 0.0 0 -1,460 0
LEU funds › CENTRUS ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -1,298 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 4,152 360 0.13 38% 0.022 0.628 in
2026Q1 3,709 352 0.09 36% 0.021 0.683 in
2025Q4 4,049 355 0.07 36% 0.021 0.680 in
2025Q3 4,064 357 0.09 35% 0.020 0.649 in
2025Q2 4,052 353 0.09 33% 0.020 0.681 entered
2025Q1 3,541 339 0.00 33% 0.019 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