Fund Universe

Old Port Advisors

CIK 0001744348 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.222
AUM ($M)
507
Positions
266
Turnover
0.13
Top-10 wt
27%
Herfindahl
0.013
History (qtrs)
6
Excess Return

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Holdings · 273 positions · portfolio value $507M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
STX funds › Seagate Technology Holdings Plc TRIM 5.8% +2.9% 29.3 30,342 -1,724 5
GLW funds › Corning, Inc. Common TRIM 4.0% +1.4% 20.5 80,112 -3,248 5
INTC funds › Intel Corp Common TRIM 2.6% +1.6% 13.2 94,707 -5,798 5
VSLU funds › Applied Finance, Valuation Large Cap ETF ADD 2.5% +0.1% 12.6 271,695 +23,198 5
MSFT funds › Microsoft Corp Common TRIM 2.2% -0.4% 11.4 30,522 -108 5
SMTH funds › ALPS/Smith Core Plus, Bond. Exchange ADD ETP 2.2% -0.1% 11.1 431,023 +45,034 5
IAU funds › iShares Gold (TRUST) ADD 2.2% -0.7% 11.0 146,190 +4,054 5
AAPL funds › Apple, Inc. Common ADD 2.1% -0.0% 10.8 37,151 +91 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 1.7% -0.0% 8.7 17,335 +1,494 5
SCHD funds › Schwab Us Dividend Equity ETF TRIM 1.7% -0.2% 8.4 266,050 -841 5
JPM funds › JP Morgan Chase & Co. Common ADD 1.7% -0.1% 8.4 25,672 +394 5
CAT funds › Caterpillar, Inc. Common ADD 1.6% +0.4% 8.0 7,489 +69 5
NVDA funds › Nvidia Corporation Common ADD 1.5% -0.0% 7.7 38,566 +354 5
AVGO funds › Broadcom, Inc. Common TRIM 1.5% +0.1% 7.7 20,294 -89 5
CUSIP:26922A321 funds › Distillate US Fundamental Stability & Value ETF ADD 1.5% -0.2% 7.4 124,316 +1,444 5
CSCO funds › Cisco Sys, Inc. Common TRIM 1.3% +0.3% 6.8 58,103 -406 5
IBTI funds › ISHARES IBONDS DEC 2028 TERM TREASURY ETF ADD 1.2% +0.4% 6.0 269,246 +116,239 3
TBLL funds › Invesco Short Term Treasury ETF TRIM 1.2% -0.3% 5.9 55,586 -5,000 5
GOOGL funds › Alphabet Inc., Class A ADD 1.2% +0.1% 5.8 16,361 +728 5
IBM funds › International Business Machs Common ADD 1.1% -0.0% 5.8 20,587 +22 5
HSBC funds › Hsbc Hldgs Plc Spon Adr ADD 1.1% -0.0% 5.6 59,281 +241 5
IEFA funds › iShares Core MSCI EAFE ETF ADD 1.0% -0.1% 5.2 54,317 +1,551 5
DEM funds › Wisdomtree Emerging Markets High Dividend ADD 1.0% -0.1% 5.1 94,200 +2,210 5
BSCS funds › Invesco Bulletshares 2028 Corporate Bond ETF ADD 0.9% -0.1% 4.5 218,795 +841 5
RYN funds › Rayonier Inc Common ADD 0.9% -0.1% 4.4 206,793 +1,630 5
NGG funds › National Grid Plc Sponsored Adr TRIM 0.8% -0.2% 4.2 50,971 -10 5
FLLA funds › Franklin FTSE Latin America ETF ADD 0.8% -0.2% 4.1 156,022 +2,942 5
RY funds › Royal Bk Cda Common TRIM 0.8% +0.1% 4.0 19,191 -38 5
MU funds › Micron Technology Inc Common TRIM 0.8% +0.5% 4.0 3,434 -290 5
BSCR funds › Invesco Bulletshares 2027 Corporate Bond ETF TRIM 0.8% -0.2% 3.8 193,951 -8,044 5
WM funds › Waste Management Inc TRIM 0.7% -0.2% 3.7 16,785 -353 5
MLPX funds › Global X Mlp & Energy Infrastructure ETF TRIM 0.7% -0.6% 3.7 50,693 -28,100 5
GSK funds › Gsk Plc Sponsored ADR ADD 0.7% -0.2% 3.6 69,539 +874 5
CVX funds › Chevron Corp, New. Common TRIM 0.7% -0.3% 3.4 20,747 -329 5
VNQI funds › Vanguard Global Ex-U.S. Real Estate ETF ADD 0.7% -0.1% 3.4 76,018 +2,239 5
NVS funds › Novartis Ag Sponsored ADR ADD 0.7% -0.1% 3.3 21,266 +165 5
BSCT funds › Invesco Bulletshares 2029 Corporate Bond ETF ADD 0.7% -0.1% 3.3 177,576 +5,119 5
IBTH funds › iShares Ibonds Dec 2027 Term Treasury ETF TRIM 0.7% -0.5% 3.3 147,267 -71,831 5
UL funds › Unilever Plc Spon Adr ADD 0.6% -0.0% 3.3 54,734 +3,343 3
FSLR funds › First Solar Inc Common TRIM 0.6% +0.0% 3.2 13,596 -47 2
CFG funds › Citizens Finl Group, Inc. Common ADD 0.6% +0.0% 3.1 44,672 +75 5
JPST funds › JP Morgan Ultra-Short Income ETF ADD 0.6% -0.1% 3.1 61,467 +1,794 5
BKLN funds › Invesco Senior Loan ETF ADD 0.6% -0.1% 3.1 150,758 +1,911 5
VYM funds › Vanguard High Dividend Yield Index ETF TRIM 0.6% -0.1% 3.1 19,418 -169 5
VOD funds › Vodafone Group Plc New Sponsored ADR ADD 0.6% -0.2% 3.0 225,374 +595 5
OCSL funds › Oaktree Specialty Lending Corp ADD 0.6% +0.0% 3.0 247,537 +35,249 5
RIO funds › Rio Tinto Plc Sponsored ADR ADD 0.6% -0.1% 2.9 30,982 +244 5
ENB funds › Enbridge Inc Common ADD 0.6% -0.1% 2.9 54,131 +425 5
PWR funds › Quanta Svcs Inc Common ADD 0.6% +0.1% 2.9 4,018 +46 5
IVV funds › iShares Core S&P 500 ETF TRIM 0.6% -0.1% 2.8 3,799 -694 5
BSCQ funds › Invesco Bulletshares 2026 Corporate Bond ETF TRIM 0.6% -0.1% 2.8 144,821 -11,973 5
PFE funds › Pfizer Inc Common ADD 0.5% -0.2% 2.7 114,101 +4,695 5
CAH funds › Cardinal Health, Inc. Common TRIM 0.5% -0.0% 2.7 11,200 -41 5
IDXX funds › IDEXX Labs, Inc. Common ADD 0.5% -0.1% 2.6 5,027 +28 5
IP funds › International Paper Co Common ADD 0.5% -0.0% 2.6 68,337 +2,723 5
SPG funds › Simon Property Group Inc ADD 0.5% +0.0% 2.5 11,379 +437 5
WMT funds › Walmart Inc Common ADD 0.5% -0.1% 2.5 22,432 +120 5
SCHG funds › Schwab U.S. Large-Cap Growth ETF ADD 0.5% +0.0% 2.5 74,672 +1,457 5
EIX funds › Edison Intl Common ADD 0.5% -0.1% 2.5 33,841 +391 5
BSV funds › Vanguard Short-Term Bond ETF ADD 0.5% -0.1% 2.5 32,144 +786 5
NEM funds › Newmont Corp Common ADD 0.5% -0.1% 2.5 26,358 +2,007 5
TYL funds › Tyler Technologies Inc Common TRIM 0.5% -0.2% 2.4 8,340 -32 5
F funds › Ford Mtr Co Common ADD 0.5% +0.0% 2.4 175,363 +4,999 5
NFG funds › National Fuel Gas Co Common ADD 0.5% -0.2% 2.4 31,398 +271 5
TTE funds › TOTALENERGIES SE ACT TRIM 0.5% -0.2% 2.4 30,394 -184 2
T funds › At&T, Inc. Common ADD 0.5% -0.3% 2.3 111,627 +3,664 5
AMZN funds › Amazon Com, Inc. Common ADD 0.4% +0.0% 2.3 9,479 +540 5
LYB funds › Lyondellbasell Industries NV ADD 0.4% -0.3% 2.2 42,341 +2,872 5
EDIV funds › SPDR S&P Emerging Markets Dividend ETF TRIM 0.4% -0.1% 2.2 53,664 -2,448 5
GE funds › GE Aerospace ADD 0.4% +0.0% 2.1 5,688 +28 5
AMAT funds › Applied Matls, Inc. Common ADD 0.4% +0.2% 2.1 2,936 +58 5
GPC funds › Genuine Parts Co Common ADD 0.4% +0.0% 2.1 17,965 +1,041 5
BMY funds › Bristol-Myers Squibb, Co. Common TRIM 0.4% -0.1% 2.1 36,348 -768 5
GILD funds › Gilead Sciences Inc Common ADD 0.4% -0.1% 2.1 16,332 +639 5
SNY funds › Sanofi Sponsored ADR ADD 0.4% -0.1% 2.1 48,080 +1,491 5
SHEL funds › Shell Plc Spon (ADS) ADD 0.4% -0.1% 2.0 25,722 +595 5
SLF funds › Sun Life Financial Inc. Common ADD 0.4% +0.0% 2.0 24,949 +759 5
LMT funds › Lockheed Martin Corp Common ADD 0.4% -0.1% 1.9 3,796 +59 5
ISRG funds › Intuitive Surgical Inc NEW 0.4% +0.4% 1.8 4,549 +4,549 1
PEG funds › Public Svc Enterprise Grp Inc Common ADD 0.4% -0.1% 1.8 22,139 +57 5
TFC funds › Truist Finl Corp Common ADD 0.4% -0.0% 1.8 35,994 +849 5
DEO funds › Diageo Plc Spon, Adr. American ADD 0.3% -0.0% 1.7 21,633 +1,104 5
MTB funds › M & T Bk Corp Common TRIM 0.3% -0.0% 1.7 7,295 -69 5
GEV funds › GE Vernova Inc Common ADD 0.3% +0.0% 1.7 1,471 +16 5
DVYA funds › iShares Asia/Pacific Dividend ETF TRIM 0.3% -0.1% 1.7 36,170 -1,798 5
SO funds › Southern Co Common ADD 0.3% -0.0% 1.7 17,577 +474 5
BCE funds › Bce Inc, Com. Common ADD 0.3% -0.1% 1.7 78,043 +1,784 5
UPS funds › United Parcel Service Inc Cl (B) TRIM 0.3% -0.0% 1.7 15,407 -336 5
KIM funds › Kimco Rlty Corp Common TRIM 0.3% -0.0% 1.6 63,906 -1,092 5
PPL funds › Ppl Corp Common ADD 0.3% -0.1% 1.6 43,774 +2,003 5
DDOG funds › Datadog Inc Cl, A. Common ADD 0.3% +0.1% 1.6 6,041 +1 5
AWK funds › American Wtr Wks Co Inc, New. Common TRIM 0.3% -0.1% 1.6 11,946 -314 5
VOLT funds › Tema Electrification ETF NEW 0.3% +0.3% 1.6 37,178 +37,178 1
XOM funds › Exxon Mobil Corp Common NEW 0.3% +0.3% 1.5 11,319 +11,319 1
META funds › Meta Platforms Inc ADD 0.3% -0.0% 1.5 2,717 +122 5
ILF funds › iShares Latin America 40 ETF TRIM 0.3% -0.1% 1.5 45,285 -2,668 5
WAGN funds › PABRAI WAGONS ETF NEW 0.3% +0.3% 1.5 110,805 +110,805 1
LLY funds › Eli Lilly & Co Common ADD 0.3% +0.0% 1.5 1,253 +90 5
CMI funds › Cummins, Inc. Common HOLD 0.3% +0.0% 1.5 2,104 +0 4
JNJ funds › Johnson & Johnson Common ADD 0.3% -0.0% 1.4 5,683 +110 5
PNC funds › Pnc Finl Svcs Group Inc Common TRIM 0.3% -0.0% 1.4 5,858 -135 5
KLAC funds › Kla Corp Com (NEW) ADD 0.3% +0.1% 1.4 4,754 +4,275 5
TSM funds › Taiwan Semiconductor Mfg Ltd Sponsored (ADS) ADD 0.3% +0.1% 1.3 2,683 +165 5
MET funds › Metlife Inc Common TRIM 0.3% -0.0% 1.3 15,017 -507 5
V funds › Visa Inc Com Cl (A) ADD 0.2% +0.0% 1.3 3,682 +279 5
HD funds › Home Depot Inc Common ADD 0.2% -0.0% 1.2 3,456 +103 5
VLO funds › Valero Energy Corp Common ADD 0.2% -0.0% 1.2 4,605 +47 5
IBTG funds › iShares Ibonds Dec 2026 Term Treasury ETF TRIM 0.2% -0.1% 1.2 51,552 -15,657 5
HON funds › Honeywell Intl Inc Common NEW 0.2% +0.2% 1.2 5,268 +5,268 1
HONA funds › HONEYWELL AEROSPACE INC COM NEW 0.2% +0.2% 1.2 5,268 +5,268 1
IFGL funds › iShares International Developed Real Estate ETF TRIM 0.2% -0.1% 1.2 52,151 -2,405 5
ADM funds › Archer Daniels Midland, Co. Common TRIM 0.2% -0.0% 1.1 15,001 -726 5
IJH funds › iShares Core S&P Mid-Cap ETF ADD 0.2% -0.0% 1.1 14,714 +1 5
IBTK funds › iShares IBonds Dec 2030 Term Treasury ETF TRIM 0.2% -0.1% 1.1 57,705 -4,128 5
EUDG funds › Wisdomtree Europe Quality Dividend Growth TRIM 0.2% -0.0% 1.1 28,911 -175 5
BSCU funds › Invesco BulletShares 2030 Corporate Bond ETF ADD 0.2% +0.0% 1.1 67,156 +13,714 2
TGT funds › Target Corp Common ADD 0.2% -0.0% 1.1 8,444 +8 5
BAC funds › Bank America, Corp. Common ADD 0.2% +0.0% 1.1 18,899 +841 5
LFSC funds › F/m Emerald Life Sciences Innovation ETF NEW 0.2% +0.2% 1.0 22,613 +22,613 1
ASGI funds › Abrdn Global Infrastructure Income Fund TRIM 0.2% -0.0% 1.0 43,461 -3,410 5
OKE funds › Oneok Inc New Common TRIM 0.2% -0.0% 1.0 11,610 -274 5
MRK funds › Merck & Co Inc Common ADD 0.2% -0.0% 1.0 7,724 +667 5
MRNA funds › Moderna Inc Common TRIM 0.2% +0.0% 0.9 13,386 -225 5
MCK funds › Mckesson Corp Common TRIM 0.2% -0.1% 0.9 1,237 -71 5
IVW funds › iShares S&P 500 Growth ETF ADD 0.2% +0.0% 0.9 6,771 +17 5
UTES funds › Virtus Reaves Utilities ETF TRIM 0.2% -0.2% 0.9 10,875 -10,899 5
GLD funds › SPDR Gold (SHARES) TRIM 0.2% -0.1% 0.9 2,402 -34 5
FLRN funds › SPDR Bloomberg Investment Grade Floating Rate ETF TRIM 0.2% -0.0% 0.9 28,398 -1,532 5
MA funds › Mastercard Incorporated Cl (A) TRIM 0.2% -0.0% 0.9 1,672 -41 5
TD funds › Toronto Dominion Bk Ont Com (NEW) TRIM 0.2% +0.0% 0.9 7,030 -10 5
DE funds › Deere &, Co. Common ADD 0.2% +0.0% 0.8 1,331 +64 5
RPM funds › Rpm Intl Inc Common TRIM 0.2% -0.0% 0.8 7,437 -638 5
PEP funds › Pepsico Inc Common TRIM 0.2% -0.1% 0.8 6,029 -101 5
BX funds › Blackstone, Inc. Common ADD 0.2% -0.0% 0.8 6,815 +356 5
PSA funds › Public Storage TRIM 0.2% -0.0% 0.8 2,517 -133 5
UNM funds › Unum Group Common ADD 0.2% +0.0% 0.8 8,802 +73 5
KO funds › Coca Cola, Co. Common ADD 0.2% -0.0% 0.8 9,607 +291 5
BND funds › Vanguard Total Bond Market ETF TRIM 0.2% -0.0% 0.8 10,402 -1,340 5
LOW funds › Lowes Cos Inc Common TRIM 0.2% -0.0% 0.8 3,457 -95 5
COST funds › Costco Whsl Corp, New. Common TRIM 0.1% -0.0% 0.7 789 -54 5
ANET funds › Arista Networks, Inc. Common TRIM 0.1% +0.0% 0.7 4,273 -86 5
ATO funds › Atmos Energy, Corp. Common TRIM 0.1% -0.0% 0.7 4,157 -248 5
SCHW funds › Schwab Charles Corp Common ADD 0.1% -0.0% 0.7 7,686 +2 5
TMO funds › Thermo Fisher Scientific Inc Common ADD 0.1% -0.0% 0.7 1,411 +117 5
CUSIP:45782C532 funds › Innovator U.S. Equity Ultra Buffer ETF - December HOLD 0.1% -0.0% 0.7 16,875 +0 5
ORCL funds › Oracle Corp Common ADD 0.1% -0.0% 0.7 4,761 +35 5
HPE funds › Hewlett Packard Enterprise Co Common TRIM 0.1% +0.1% 0.7 15,210 -144 5
COP funds › ConocoPhillips ADD 0.1% -0.1% 0.7 6,454 +238 5
WPC funds › Wp Carey Inc Common HOLD 0.1% -0.0% 0.7 9,330 +0 5
XEL funds › Xcel Energy Inc Common TRIM 0.1% -0.0% 0.6 8,059 -145 5
MRVL funds › Marvell Technology Inc Common TRIM 0.1% +0.1% 0.6 2,166 -183 2
GOOG funds › Alphabet Inc., Class C ADD 0.1% +0.0% 0.6 1,826 +20 4
GNR funds › SPDR S&P Global Natural Resources ETF TRIM 0.1% -0.0% 0.6 9,224 -221 5
JMST funds › JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF TRIM 0.1% -0.0% 0.6 12,059 -968 4
DIS funds › Disney Walt, Co. Common ADD 0.1% -0.0% 0.6 6,379 +3 5
AMP funds › Ameriprise Financial, Inc. Common ADD 0.1% -0.0% 0.6 1,313 +41 5
SRE funds › SRE - Sempra Energy ADD 0.1% -0.0% 0.6 6,436 +1,156 5
IBTL funds › iShares iBonds Dec 20231 Term Treasury ETF ADD 0.1% +0.0% 0.6 28,829 +5,508 2
CNP funds › Centerpoint Energy, Inc. Common TRIM 0.1% -0.0% 0.6 13,031 -100 5
PDEC funds › Innovator U.S. Equity Power Buffer ETF - December HOLD 0.1% -0.0% 0.6 12,380 +0 5
OEF funds › iShares S&P 100 ETF HOLD 0.1% -0.0% 0.6 1,530 +0 5
CSX funds › Csx, Corp. Common ADD 0.1% +0.0% 0.6 11,665 +735 4
QTEC funds › First Trust Nasdaq-100 Technology Sector Index (FUND) HOLD 0.1% +0.0% 0.5 1,607 +0 5
IMAR funds › INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH NEW 0.1% +0.1% 0.5 17,460 +17,460 1
DUK funds › Duke Energy Corp TRIM 0.1% -0.0% 0.5 4,196 -401 5
UNP funds › Union Pac Corp Common ADD 0.1% -0.0% 0.5 1,943 +76 5
RSP funds › Invesco S&P 500 Equal Weight ETF TRIM 0.1% -0.0% 0.5 2,471 -59 5
NLY funds › Annaly Capital Management Inc, Com. Real TRIM 0.1% -0.0% 0.5 23,107 -2,187 5
DRI funds › Darden Restaurants, Inc. Common TRIM 0.1% -0.0% 0.5 2,462 -74 5
AXP funds › American Express, Co. Common ADD 0.1% +0.0% 0.5 1,493 +146 5
SDVY funds › First Trust Smid Cap Rising Dividend Achievers ETF HOLD 0.1% -0.0% 0.5 11,696 +0 5
CEF funds › Sprott Physical Gold & Silver Tr (UNIT) TRIM 0.1% -0.0% 0.5 12,461 -300 5
CAG funds › Conagra Brands, Inc. Common TRIM 0.1% -0.0% 0.5 37,090 -2,559 5
CWB funds › SPDR Bloomberg Convertible Securities ETF HOLD 0.1% +0.0% 0.5 4,534 +0 5
IBTJ funds › iShares Ibonds Dec 2029 Term Treasury ETF TRIM 0.1% -0.0% 0.5 22,564 -404 5
TRV funds › Travelers Companies Inc Common TRIM 0.1% -0.0% 0.5 1,474 -59 5
PG funds › Procter And Gamble Co Common ADD 0.1% -0.0% 0.5 3,302 +55 5
INTU funds › Intuit Common TRIM 0.1% -0.1% 0.5 1,843 -110 5
SPY funds › SPDR S&P 500 Etf (TRUST) TRIM 0.1% -0.0% 0.5 634 -40 5
AZN funds › Astrazeneca Plc, Sponsored. American NEW 0.1% +0.1% 0.5 2,493 +2,493 1
POCT funds › Innovator U.S. Equity Power Buffer ETF - October HOLD 0.1% -0.0% 0.5 10,090 +0 3
AMD funds › Advanced Micro Devices, Inc. Common NEW 0.1% +0.1% 0.5 805 +805 1
NFLX funds › Netflix Inc Common TRIM 0.1% -0.1% 0.5 6,492 -162 5
RTX funds › Rtx Corporation Common ADD 0.1% -0.0% 0.5 2,428 +160 5
FVD funds › First Trust Value Line Dividend Index ETF HOLD 0.1% -0.0% 0.5 9,542 +0 5
RDVY funds › First Trust Rising Dividend Achievers ETF HOLD 0.1% +0.0% 0.4 5,549 +0 5
ASML funds › ASML Holding NV ADD 0.1% +0.0% 0.4 223 +60 2
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF NEW 0.1% +0.1% 0.4 4,880 +4,880 1
AMGN funds › Amgen, Inc. Common TRIM 0.1% -0.0% 0.4 1,181 -191 5
BLK funds › Blackrock, Inc. Common TRIM 0.1% -0.0% 0.4 433 -14 5
QQQM funds › INVESCO NASDAQ 100 ETF NEW 0.1% +0.1% 0.4 1,356 +1,356 1
VTV funds › Vanguard Value ETF HOLD 0.1% -0.0% 0.4 1,868 +0 2
PANW funds › Palo Alto Networks Inc Common NEW 0.1% +0.1% 0.4 1,158 +1,158 1
ECL funds › Ecolab Inc Common ADD 0.1% -0.0% 0.4 1,403 +92 5
VTWO funds › VANGUARD RUSSELL 2000 ETF NEW 0.1% +0.1% 0.4 3,189 +3,189 1
ABBV funds › Abbvie, Inc. Common ADD 0.1% +0.0% 0.4 1,528 +201 5
TT funds › Trane Technologies Plc (SHS) ADD 0.1% +0.0% 0.4 782 +24 5
NUE funds › Nucor Corp Common TRIM 0.1% +0.0% 0.4 1,700 -166 5
URI funds › United Rentals Inc Common ADD 0.1% +0.0% 0.4 327 +10 5
VTI funds › Vanguard Total Stock Market ETF NEW 0.1% +0.1% 0.4 994 +994 1
TXN funds › TXN - Texas Instruments Inc ADD 0.1% +0.0% 0.4 1,225 +79 2
IEMG funds › iShares Core Msci Emerging Markets ETF ADD 0.1% +0.0% 0.4 4,386 +500 3
VIG funds › Vanguard Dividend Appreciation ETF ADD 0.1% +0.0% 0.4 1,520 +231 5
SFLR funds › Innovator Equity Managed Floor ETF HOLD 0.1% -0.0% 0.4 9,245 +0 5
VZ funds › Verizon Communications Inc TRIM 0.1% -0.0% 0.4 8,371 -945 5
SCHM funds › Schwab U.S. Mid-Cap ETF ADD 0.1% +0.0% 0.4 9,580 +4 5
PSX funds › Phillips 66 Common ADD 0.1% -0.0% 0.3 2,063 +22 5
VEA funds › Vanguard FTSE Developed Markets ETF NEW 0.1% +0.1% 0.3 4,892 +4,892 1
TBUX funds › T. ROWE PRICE ULTRA SHORT-TERM BOND ETF HOLD 0.1% -0.0% 0.3 7,000 +0 4
QCOM funds › Qualcomm Inc Common TRIM 0.1% +0.0% 0.3 1,872 -151 5
TOL funds › Toll Brothers Inc Common ADD 0.1% +0.0% 0.3 2,075 +39 5
MASS funds › 908 DEVICES INC COM HOLD 0.1% +0.0% 0.3 38,629 +0 5
VO funds › Vanguard Mid-Cap ETF ADD 0.1% -0.0% 0.3 4,014 +2,998 5
EMR funds › Emerson Elec Co Common ADD 0.1% +0.0% 0.3 2,233 +193 3
TYG funds › Tortoise Energy Infra Corp Common TRIM 0.1% -0.0% 0.3 7,409 -97 5
WELL funds › Welltower Inc Common ADD 0.1% +0.0% 0.3 1,378 +132 4
TJX funds › TJX Companies Inc. NEW 0.1% +0.1% 0.3 2,032 +2,032 1
VOOG funds › VANGUARD S&P 500 GROWTH ETF ADD 0.1% +0.0% 0.3 3,714 +3,095 2
KR funds › Kroger Co Common TRIM 0.1% -0.0% 0.3 5,484 -972 5
MCD funds › Mcdonalds Corp Common TRIM 0.1% -0.0% 0.3 1,109 -228 5
PNW funds › Pinnacle West Cap Corp Common ADD 0.1% +0.0% 0.3 2,786 +376 5
CAC funds › Camden Natl, Corp. Common TRIM 0.1% -0.0% 0.3 5,423 -194 3
SCHF funds › Schwab International Equity ETF NEW 0.1% +0.1% 0.3 10,590 +10,590 1
DSI funds › iShares Msci Kld 400 Social ETF HOLD 0.1% +0.0% 0.3 2,037 +0 5
TSLA funds › Tesla Inc Common TRIM 0.1% -0.0% 0.3 678 -50 5
SPMD funds › SPDR Portfolio S&P 400 Mid Cap ETF ADD 0.1% +0.0% 0.3 4,205 +156 5
DAUG funds › Ft Vest U.S. Equity Deep Buffer Etf - (AUGUST) HOLD 0.1% -0.0% 0.3 6,028 +0 5
ALL funds › Allstate, Corp. Common ADD 0.1% +0.0% 0.3 1,165 +56 2
DELL funds › Dell Technologies Inc, Cl. Common NEW 0.1% +0.1% 0.3 631 +631 1
ETN funds › Eaton Corp Plc (SHS) ADD 0.1% +0.0% 0.3 629 +59 2
D funds › Dominion Energy Inc Common ADD 0.1% +0.0% 0.3 3,924 +376 5
PAYX funds › Paychex Inc Common NEW 0.1% +0.1% 0.3 2,711 +2,711 1
VUG funds › Vanguard Growth ETF ADD 0.1% +0.0% 0.3 3,053 +2,562 5
SYK funds › Stryker Corporation Common TRIM 0.1% -0.0% 0.3 814 -59 5
OMC funds › Omnicom Group Inc Common ADD 0.1% -0.0% 0.3 3,496 +258 2
FDL funds › First Trust Morningstar Dividend Leaders Index (FUND) HOLD 0.0% -0.0% 0.3 5,144 +0 5
MMM funds › 3M Company Common ADD 0.0% +0.0% 0.2 1,543 +127 3
COF funds › Capital One Finl, Corp. Common ADD 0.0% -0.0% 0.2 1,238 +13 5
GS funds › Goldman Sachs Group Inc Common NEW 0.0% +0.0% 0.2 244 +244 1
ITW funds › Illinois Tool Wks Inc Common NEW 0.0% +0.0% 0.2 900 +900 1
BOCT funds › INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER HOLD 0.0% -0.0% 0.2 4,500 +0 3
FIXD funds › First Trust Tcw Opportunistic Fixed Income ETF TRIM 0.0% -0.0% 0.2 5,451 -20 5
TIP funds › iShares Tips Bond ETF TRIM 0.0% -0.0% 0.2 2,127 -4 5
AGG funds › iShares Core U.S. Aggregate Bond ETF TRIM 0.0% -0.0% 0.2 2,326 -47 5
CF funds › Cf Inds Hldgs, Inc. Common TRIM 0.0% -0.0% 0.2 2,101 -2 2
GEF funds › GREIF INC CL A TRIM 0.0% -0.0% 0.2 3,040 -579 2
IVE funds › iShares S&P 500 Value ETF HOLD 0.0% -0.0% 0.2 995 +0 2
GDX funds › Vaneck Gold Miners ETF HOLD 0.0% -0.0% 0.2 2,898 +0 3
SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS NEW 0.0% +0.0% 0.2 2,467 +2,467 1
CGBL funds › CAPITAL GROUP CORE BALANCED ETF NEW 0.0% +0.0% 0.2 5,755 +5,755 1
ADI funds › Analog Devices, Inc. Common NEW 0.0% +0.0% 0.2 546 +546 1
C funds › Citigroup Inc, Com. Common NEW 0.0% +0.0% 0.2 1,518 +1,518 1
PRF funds › Invesco Ftse Rafi Us 1000 ETF NEW 0.0% +0.0% 0.2 3,930 +3,930 1
CL funds › Colgate Palmolive, Co. Common NEW 0.0% +0.0% 0.2 2,265 +2,265 1
UNH funds › Unitedhealth Group Inc Common NEW 0.0% +0.0% 0.2 497 +497 1
LIN funds › Linde Plc (SHS) NEW 0.0% +0.0% 0.2 396 +396 1
CVS funds › CVS Health Corp. Common NEW 0.0% +0.0% 0.2 1,983 +1,983 1
DTE funds › Dte Energy Co Common TRIM 0.0% -0.0% 0.2 1,342 -58 2
USB funds › US Bancorp NEW 0.0% +0.0% 0.2 3,384 +3,384 1
HLT funds › Hilton Worldwide Hldgs Inc Common NEW 0.0% +0.0% 0.2 614 +614 1
CEG funds › Constellation Energy, Corp. Common ADD 0.0% -0.0% 0.2 810 +4 4
ECF funds › Ellsworth Growth & Income Fd L Common TRIM 0.0% -0.0% 0.2 11,967 -449 5
FLO funds › FLOWERS FOODS INC COM NEW 0.0% +0.0% 0.1 11,890 +11,890 1
KOS funds › KOSMOS ENERGY LTD COM HOLD 0.0% -0.0% 0.1 29,704 +0 3
SITC funds › SITE CTRS CORP COM NEW 0.0% +0.0% 0.1 13,765 +13,765 1
PROP funds › PRAIRIE OPER CO COM NEW 0.0% +0.0% 0.0 28,035 +28,035 1
CUSIP:438516106 funds › Honeywell Intl Inc Common EXIT 0.0% -0.6% 0.0 0 -10,792 0
CUSIP:30231G102 funds › Exxon Mobil Corp Common EXIT 0.0% -0.4% 0.0 0 -11,355 0
MO funds › Altria Group, Inc. Common EXIT 0.0% -0.0% 0.0 0 -3,260 0
BABA funds › Alibaba Group Hldg Ltd, Sponsored. ADR EXIT 0.0% -0.1% 0.0 0 -1,819 0
TMUS funds › T-Mobile Us Inc Common EXIT 0.0% -0.1% 0.0 0 -1,328 0
STZ funds › Constellation Brands Inc, Cl. Common EXIT 0.0% -0.0% 0.0 0 -1,418 0
NEE funds › NEXTERA ENERGY INC COM EXIT 0.0% -0.0% 0.0 0 -2,232 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 507 266 0.13 27% 0.013 0.221 in
2026Q1 433 237 0.10 23% 0.011 0.228 in
2025Q4 406 230 0.07 23% 0.011 0.230 in
2025Q3 397 237 0.08 23% 0.011 0.205 in
2025Q2 367 233 0.09 23% 0.011 0.218 entered
2025Q1 337 223 0.00 23% 0.011 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