Fund Universe

Essex Bank

CIK 0001752212 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.260
AUM ($M)
462
Positions
318
Turnover
0.11
Top-10 wt
31%
Herfindahl
0.016
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 335 positions · portfolio value $462M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE COMPUTER INC. CMN. TRIM 6.7% +0.6% 30.9 106,814 -785 5
CVX funds › CHEVRON COM TRIM 4.7% -1.3% 22.0 132,442 -16 5
JNJ funds › JOHNSON & JOHNSON COM TRIM 3.7% +0.0% 17.2 67,809 -421 5
LLY funds › LILLY ELI & COMPANY TRIM 2.7% +0.6% 12.4 10,367 -54 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 2.6% +0.0% 12.0 16 +0 5
MSFT funds › MICROSOFT COM ADD 2.2% +0.0% 10.3 27,716 +494 5
GOOG funds › ALPHABET INC. TRIM 2.2% +0.3% 10.3 29,207 -842 5
ADP funds › AUTOMATIC DATA PROCESSING INC - TAXABLE TRIM 2.1% +0.1% 9.6 42,730 -25 5
GOOGL funds › ALPHABET INC CAP STK CL A TRIM 2.0% +0.3% 9.1 25,470 -297 5
JPM funds › JP MORGAN CHASE & CO COM TRIM 1.9% +0.1% 9.0 27,346 -138 5
AVGO funds › BROADCOM INC TRIM 1.9% +0.2% 8.9 23,566 -994 5
AMZN funds › AMAZON COM INC COM TRIM 1.7% +0.2% 8.0 33,620 -333 5
NVDA funds › NVIDIA CORP TRIM 1.6% -0.2% 7.2 35,880 -10,834 5
VOO funds › VANGUARD INDEX FDS S&P 500 ETF SHS ADD 1.4% +0.2% 6.6 9,611 +647 5
IVV funds › ISHARES TR S&P 500 INDEX TRIM 1.3% +0.1% 6.2 8,236 -638 5
SPY funds › SPDR TR UNIT SER 1 TRIM 1.2% +0.1% 5.5 7,308 -59 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM 1.1% +0.0% 5.1 10,164 -21 5
WMT funds › WAL-MART TRIM 1.1% -0.1% 5.0 44,475 -75 5
V funds › VISA INC COM CL A ADD 1.0% +0.1% 4.8 14,123 +16 5
CAT funds › CATERPILLAR INC COM TRIM 1.0% +0.2% 4.7 4,440 -568 5
RTX funds › RTX CORPORATION COM TRIM 1.0% -0.0% 4.6 24,020 -143 5
QQQ funds › INVESCO QQQ TR UNIT SER 1 TRIM 1.0% +0.2% 4.5 6,055 -287 5
PG funds › PROCTER & GAMBLE CO. TRIM 1.0% -0.0% 4.5 30,358 -22 5
VEA funds › VANGUARD TAX-MANAGED FD EUROPE PAC ETF ADD 0.9% +0.1% 4.3 60,837 +1,384 5
HD funds › HOME DEPOT COM ADD 0.9% +0.0% 4.3 12,180 +13 5
TGT funds › TARGET CORPORATION HOLD 0.9% +0.0% 4.1 31,199 +0 5
CSCO funds › CISCO TRIM 0.8% +0.3% 3.9 32,842 -665 5
MRK funds › MERCK & CO INC TRIM 0.8% +0.0% 3.6 28,245 -36 5
ABBV funds › ABBVIE INC COM TRIM 0.7% +0.1% 3.4 13,631 -7 5
DE funds › DEERE & CO COM TRIM 0.7% +0.1% 3.4 5,304 -7 5
ITOT funds › ISHARES TR CORE S&P TTL STK HOLD 0.7% +0.1% 3.2 19,361 +0 5
CMI funds › CUMMINS INC COM TRIM 0.7% +0.1% 3.0 4,261 -14 5
VO funds › VANGUARD MID CAP ETF ADD 0.7% +0.1% 3.0 37,422 +29,001 5
PANW funds › PALO ALTO NETWORKS INC COM TRIM 0.6% +0.3% 2.9 8,525 -505 5
META funds › FACEBOOK INC CL A TRIM 0.6% -0.0% 2.8 5,054 -94 5
IWM funds › ISHARES TR RUSSELL 2000 TRIM 0.6% +0.1% 2.8 9,365 -60 5
AMD funds › ADVANCED MICRO DEVICES INC COM TRIM 0.6% +0.4% 2.8 4,764 -24 5
TT funds › TRANE TECHNOLOGIES PLC HOLD 0.6% +0.1% 2.7 5,439 +0 5
VB funds › VANGUARD INDEX FDS SMALL CP ETF ADD 0.5% +0.1% 2.4 8,039 +196 5
VTI funds › VANGUARD TOTAL STK MKT ETF TRIM 0.5% +0.0% 2.4 6,542 -251 5
VYM funds › VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF ADD 0.5% +0.0% 2.4 15,255 +379 5
ASML funds › ASML HOLDING NV NY REG SHS ADD 0.5% +0.2% 2.4 1,182 +11 5
VGIT funds › VANGUARD SCOTTSDALE FDS INTER TERM TREAS TRIM 0.5% -0.0% 2.3 39,573 -1,328 5
VOOG funds › VANGUARD ADMIRAL FDS INC 500 GRTH IDX F ADD 0.5% +0.1% 2.3 28,018 +23,476 5
IVW funds › ISHARES TR S&P 500 GRWT ETF TRIM 0.5% +0.1% 2.2 15,958 -269 5
JPST funds › JP MORGAN ETF ULTRA SHORT INCOME ADD 0.5% -0.0% 2.1 42,211 +457 5
IWF funds › ISHARES TR INDEX RUSSELL1000GRW ADD 0.4% +0.1% 2.1 16,620 +12,465 5
SCHW funds › SCHWAB CHARLES CORP NEW COM TRIM 0.4% -0.0% 2.0 21,788 -48 5
UNP funds › UNION PAC CORP COM TRIM 0.4% +0.0% 2.0 7,295 -31 5
ETN funds › EATON CORP CMN TRIM 0.4% +0.1% 2.0 4,593 -7 5
GS funds › GOLDMAN SACHS TRIM 0.4% +0.0% 2.0 1,929 -136 5
NSC funds › NORFOLK SOUTHERN CORP COM HOLD 0.4% +0.0% 2.0 6,200 +0 5
VRSK funds › VERISK ANALYTICS INC CL A TRIM 0.4% -0.1% 1.9 10,541 -1,777 5
PEP funds › PEPSICO INC TRIM 0.4% -0.1% 1.9 13,948 -52 5
XLK funds › TECHNOLOGY SELECT SECTOR HOLD 0.4% +0.1% 1.9 9,750 +0 5
MCO funds › MOODYS CORP COM ADD 0.4% +0.0% 1.9 4,094 +4 5
MA funds › MASTERCARD INCORPORATED CL A TRIM 0.4% +0.0% 1.8 3,560 -8 5
GD funds › GENERAL DYNAMICS CORPORATION TRIM 0.4% -0.0% 1.8 5,088 -165 5
KO funds › COCA COLA CO COM TRIM 0.4% +0.0% 1.8 22,019 -3 5
IBM funds › INTL BUSINESS MACHINES COM TRIM 0.4% +0.0% 1.8 6,323 -117 5
COST funds › COSTCO WHSL CORP NEW COM ADD 0.4% -0.0% 1.7 1,853 +52 5
SYK funds › STRYKER CORP TRIM 0.4% -0.0% 1.7 5,458 -72 5
VIG funds › VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF ADD 0.4% +0.0% 1.6 6,949 +150 5
CVS funds › CVS CORP. TRIM 0.3% +0.1% 1.6 15,593 -17 5
TSM funds › TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADD 0.3% +0.1% 1.6 3,367 +462 5
BLK funds › BLACKROCK INC COM HOLD 0.3% -0.0% 1.6 1,631 +0 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.3% +0.0% 1.6 17,022 -4 5
IJH funds › ISHARES TR S&P MIDCAP 400 TRIM 0.3% +0.0% 1.6 20,182 -1,040 5
LMT funds › LOCKHEED MARTIN CORP COM TRIM 0.3% -0.1% 1.6 3,053 -52 5
IJR funds › ISHARES TR S&P SMALL CAP 600 INDEX ADD 0.3% +0.0% 1.6 10,483 +1 5
MINT funds › PIMCO ETF TR ENHAN SHRT MA AC TRIM 0.3% -0.0% 1.5 14,454 -1,205 4
IEMG funds › ISHARES INC CORE MSCI EMKT ADD 0.3% +0.0% 1.4 17,063 +297 5
LHX funds › L3HARRIS TECHNOLOGIES INC COM TRIM 0.3% -0.1% 1.4 4,854 -1 5
INTC funds › INTEL COM TRIM 0.3% +0.2% 1.4 10,029 -331 5
DGRO funds › ISHARES DIVIDEND GROWTH ETF HOLD 0.3% +0.0% 1.4 17,946 +0 5
GWW funds › GRAINGER W.W. INC HOLD 0.3% +0.1% 1.4 993 +0 5
JMST funds › J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL ADD 0.3% +0.0% 1.3 26,104 +3,839 5
WFC funds › WELLS FARGO & CO NEW COM TRIM 0.3% +0.0% 1.3 16,076 -97 5
KMB funds › KIMBERLY - CLARK CORP ADD 0.3% +0.0% 1.3 12,095 +499 5
GE funds › GENERAL ELECTRIC CO COM NEW ADD 0.3% +0.1% 1.3 3,542 +44 5
MU funds › MICRON TECHNOLOGY INC COM TRIM 0.3% +0.2% 1.3 1,124 -128 4
TSLA funds › TESLA MTRS INC COM TRIM 0.3% +0.0% 1.3 2,988 -148 5
GEV funds › GE VERNOVA INC COM HOLD 0.3% +0.1% 1.2 1,061 +0 5
MCD funds › MCDONALDS CORP COM TRIM 0.3% -0.0% 1.2 4,573 -37 5
EMR funds › EMERSON ELECTRIC ADD 0.3% +0.0% 1.2 8,391 +32 5
IEFA funds › ISHARES TR CORE MSCI EAFE ADD 0.3% +0.0% 1.2 12,411 +433 5
SO funds › SOUTHERN COMPANY HOLD 0.3% -0.0% 1.2 12,293 +0 5
CAFX funds › PROFESIONALLY MANAGED PORTFOCONGRESS INTERME HOLD 0.2% -0.0% 1.1 45,945 +0 5
NFLX funds › NETFLIX INC COM TRIM 0.2% -0.1% 1.1 15,800 -472 5
VV funds › VANGUARD INDEX FD LARGE CAP ETF TRIM 0.2% +0.0% 1.1 3,160 -189 4
AFL funds › AFLAC INC COM TRIM Common Stock 0.2% +0.0% 1.1 9,176 -55 5
ISTB funds › ISHARES TR CORE 1 5 YR USD ADD 0.2% +0.2% 1.1 22,225 +16,755 5
VTV funds › VANGUARD INDEX FDS VALUE ETF ADD 0.2% +0.0% 1.1 4,845 +93 5
ORCL funds › ORACLE CORPORATION ADD 0.2% -0.0% 1.1 7,166 +48 5
ITW funds › ILLINOIS TOOL WKS INC COM HOLD 0.2% +0.0% 1.0 3,825 +0 5
LRCX funds › LAM RESEARCH CORP COM TRIM 0.2% +0.1% 1.0 2,258 -74 5
MMM funds › 3M COMPANY COM ADD 0.2% +0.0% 1.0 5,973 +12 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 1.0 2,325 +30 5
GLD funds › SPDR GOLD TRUST GOLD SHS ADD 0.2% -0.0% 1.0 2,609 +419 5
VCSH funds › VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF TRIM 0.2% -0.0% 1.0 12,072 -357 5
SON funds › SONOCO PRODS CO COM HOLD 0.2% +0.0% 0.9 16,668 +0 5
NEE funds › NEXTERA ENERGY INC TRIM 0.2% -0.1% 0.9 10,666 -2,273 5
IJT funds › ISHARES TR S&P SMLCP GROW NEW 0.2% +0.2% 0.9 5,240 +5,240 1
SCHD funds › SCHWAB STRATEGIC TR US DIVIDEND EQ ADD 0.2% +0.1% 0.9 29,448 +7,753 5
COP funds › CONOCOPHILLIPS COM HOLD 0.2% -0.1% 0.9 8,973 +0 5
ANET funds › ARISTA NETWORKS INC COM TRIM 0.2% +0.0% 0.9 5,373 -129 5
AMGN funds › AMGEN INC COM TRIM 0.2% -0.0% 0.9 2,520 -36 5
FCX funds › FREEPORT-MCMORAN COPPER & GOLD COM ADD 0.2% +0.0% 0.9 14,260 +156 5
PYLD funds › PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE ADD 0.2% +0.0% 0.9 33,776 +2,124 5
ADBE funds › ADOBE INC COM ADD 0.2% -0.0% 0.9 4,369 +292 5
IWR funds › ISHARES TR RUSSELL MIDCAP INDEX FD ADD 0.2% +0.0% 0.9 8,044 +37 5
DHR funds › DANAHER CORPORATION TRIM 0.2% -0.0% 0.9 4,587 -67 5
PSX funds › PHILLIPS 66 COM TRIM 0.2% -0.0% 0.9 5,164 -239 5
EFA funds › ISHARES TR INDEX MSCI EAFE IDX TRIM 0.2% +0.0% 0.9 8,348 -71 5
ECL funds › ECOLAB INC COM TRIM 0.2% -0.0% 0.8 3,048 -205 5
IYW funds › ISHARES TR DJ US TECH SEC HOLD 0.2% +0.0% 0.8 3,345 +0 5
VONV funds › VANGUARD RUSSELL 1000 VALUE ETF TRIM 0.2% +0.0% 0.8 7,860 -416 5
DUK funds › DUKE ENERGY CORP NEW COM NEW TRIM 0.2% -0.1% 0.8 6,436 -1,379 5
IUSV funds › ISHARES CORE S&P VALUE HOLD 0.2% +0.0% 0.8 7,289 +0 5
QCOM funds › QUALCOMM INC COM TRIM 0.2% +0.0% 0.8 4,333 -117 5
TRV funds › ST PAUL TRAVELERS COS HOLD 0.2% +0.0% 0.8 2,406 +0 5
DIS funds › DISNEY WALT CO COM TRIM 0.2% -0.0% 0.8 8,205 -430 5
BMY funds › BRISTOL MYERS SQUIBB TRIM 0.2% -0.0% 0.8 13,528 -309 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.2% -0.0% 0.8 1,553 -154 5
APH funds › AMPHENOL CORP NEW ADD 0.2% +0.0% 0.8 4,386 +41 5
RSP funds › INVESCO ETF S&P 500 EQUAL WEIGHT TRIM 0.2% +0.0% 0.8 3,632 -24 5
LNG funds › CHENIERE ENERGY INC COM NEW TRIM 0.2% -0.0% 0.8 3,219 -4 5
BA funds › BOEING CO COM TRIM 0.2% +0.0% 0.8 3,535 -58 5
IAU funds › ISHARES GOLD TRUST TRIM 0.2% -0.0% 0.8 10,093 -33 5
NVS funds › NOVARTIS A G SPONSORED ADR TRIM 0.2% -0.0% 0.8 4,797 -17 5
VWO funds › VANGUARD INTL EQUITY INDEX FEMR MKT ETF ADD 0.2% +0.0% 0.8 12,588 +1,892 5
IWP funds › ISHARES TR INDEX RUSSELL MCP GR HOLD 0.2% +0.0% 0.8 5,128 +0 5
FEUS funds › FLEXSHARES TR ESG & CLM US LRG TRIM 0.2% +0.0% 0.7 9,246 -150 5
GLW funds › CORNING INC COM TRIM 0.2% +0.1% 0.7 2,859 -608 5
AXP funds › AMERICAN EXPRESS TRIM 0.2% +0.0% 0.7 2,118 -1 5
TXN funds › TEXAS INSTRUMENTS ADD 0.2% +0.1% 0.7 2,360 +2 5
SPSM funds › SPDR SER TR PORTFOLIO SM ETF ADD 0.2% +0.0% 0.7 12,068 +694 5
MDLZ funds › MONDELEZ INTL INC CL A TRIM 0.1% -0.0% 0.7 11,967 -40 5
SOXX funds › ISHARES TR PHLX SEMICND ETF HOLD 0.1% +0.1% 0.7 1,074 +0 5
C funds › CITIGROUP INC COM NEW ADD 0.1% +0.0% 0.7 4,904 +13 5
IWD funds › ISHARES TR RUSSELL1000VAL TRIM 0.1% +0.0% 0.7 2,827 -140 5
Q funds › QNITY ELECTRONICS INC COM HOLD 0.1% +0.0% 0.7 4,188 +0 3
IVE funds › ISHARES TR S&P 500 VAL ETF TRIM 0.1% -0.0% 0.7 3,007 -184 5
HON funds › HONEYWELL TECHNOLOGIES NEW 0.1% +0.1% 0.7 3,039 +3,039 1
BAC funds › BANK OF AMERICA CORP COM TRIM 0.1% +0.0% 0.7 11,906 -97 5
KLAC funds › KLA-TENCOR CORP COM ADD 0.1% +0.1% 0.7 2,242 +2,020 5
VYMI funds › VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF ADD 0.1% +0.0% 0.7 6,854 +950 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.7 3,039 +3,039 1
MS funds › MORGAN STANLEY DEAN WITTER ADD 0.1% +0.0% 0.7 3,211 +39 5
PRF funds › INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF HOLD 0.1% +0.0% 0.7 12,389 +0 5
CI funds › CIGNA CORP NEW ADD 0.1% +0.0% 0.7 2,410 +4 5
STT funds › STATE STREET CORP HOLD 0.1% +0.0% 0.7 3,885 +0 5
EFV funds › ISHARES TR MSCI VAL IDX TRIM 0.1% -0.0% 0.7 8,504 -64 5
CB funds › CHUBB LIMITED COM TRIM 0.1% +0.0% 0.6 1,891 -26 5
XLF funds › FINANCIAL SELECT SECTOR SPDR TRIM 0.1% -0.0% 0.6 11,991 -1,590 3
XLI funds › SELECT SECTOR SPDR TR SBI INT-INDS TRIM 0.1% +0.0% 0.6 3,462 -25 3
MO funds › ALTRIA GROUP INC ADD 0.1% +0.0% 0.6 8,825 +25 5
VGT funds › VANGUARD WORLD FDS INF TECH ETF ADD 0.1% +0.1% 0.6 5,312 +4,786 3
VLO funds › VALERO ENERGY CORP NEW COM TRIM 0.1% -0.0% 0.6 2,405 -700 5
TJX funds › TJX COS INC NEW COM TRIM 0.1% -0.0% 0.6 4,029 -139 5
AEP funds › AMERICAN ELECTRIC POWER TRIM 0.1% +0.0% 0.6 4,415 -2 5
PFE funds › PFIZER INC COM ADD 0.1% -0.0% 0.6 24,466 +841 5
DOV funds › DOVER CORP TRIM 0.1% +0.0% 0.6 2,607 -14 5
WTM funds › WHITE MTNS INS GROUP LTD COM HOLD 0.1% -0.0% 0.6 275 +0 5
TILT funds › FLEXSHARES MORNINGSTAR US HOLD 0.1% +0.0% 0.6 2,045 +0 5
XLY funds › CONSUMER DISCRETIONARY SLCT ADD 0.1% +0.0% 0.6 4,798 +20 3
CRM funds › SALESFORCE COM INC COM TRIM 0.1% -0.1% 0.6 3,590 -650 5
IRM funds › IRON MTN INC NEW COM ADD 0.1% +0.0% 0.6 4,447 +16 5
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.1% -0.0% 0.6 2,257 -7 5
BKNG funds › BOOKING HLDGS INC.COM NEW 0.1% +0.1% 0.6 3,127 +3,127 1
VOE funds › VANGUARD INDEX FDS MCAP VL IDXVIP ADD 0.1% +0.0% 0.6 2,810 +180 5
PM funds › PHILIP MORRIS INTL INC COM TRIM 0.1% +0.0% 0.6 3,067 -1 5
VZ funds › VERIZON COMMUNICATIONS ADD 0.1% -0.0% 0.6 13,073 +30 5
IQDF funds › FLEXSHARES TRUST INTERNATIONAL QUALITY DIV HOLD 0.1% +0.0% 0.6 16,006 +0 5
PNC funds › PNC FINL SVCS GROUP INC COM TRIM 0.1% +0.0% 0.5 2,224 -4 5
AZN funds › ASTRAZENECA PLC ADD 0.1% +0.0% 0.5 2,816 +200 2
XLV funds › SELECT SECTOR SPDR TR ST STR CARE ETF TRIM 0.1% +0.0% 0.5 3,338 -49 3
ACN funds › ACCENTURE PLC IRELAND SHS CLASS A TRIM 0.1% -0.1% 0.5 4,126 -352 5
XLG funds › INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 TRIM 0.1% +0.0% 0.5 8,153 -171 5
XLC funds › SELECT SECTOR SPDR COMMUNICATIONS INDX ADD 0.1% -0.0% 0.5 4,634 +50 3
SCHX funds › SCHWAB STRATEGIC TR US LRG CAP ETF TRIM 0.1% +0.0% 0.5 16,001 -1,184 5
NVO funds › NOVO-NORDISK A S ADR HOLD 0.1% +0.0% 0.5 9,758 +0 5
USB funds › US BANCORP COM NEW HOLD 0.1% +0.0% 0.5 7,727 +0 5
IR funds › INGERSOLL RAND INC COM TRIM 0.1% +0.0% 0.5 5,655 -1 5
BNY funds › BANK OF NY MELLON CORP COM TRIM 0.1% +0.0% 0.5 3,182 -33 5
SHEL funds › SHELL PLC SPONSORED ADR REPRESENTING B SHRS TRIM 0.1% -0.0% 0.4 5,705 -15 5
MAR funds › MARRIOTT INTL INC NEW CL A TRIM 0.1% +0.0% 0.4 1,167 -5 5
APD funds › AIR PRODS & CHEMS INC COM TRIM 0.1% -0.0% 0.4 1,462 -3 5
GILD funds › GILEAD SCIENCES INC TRIM 0.1% -0.0% 0.4 3,255 -333 5
DVY funds › ISHARES TR INDEX DJ SEL DIV INX TRIM 0.1% -0.0% 0.4 2,608 -246 5
NOC funds › NORTHROP GRUMMAN CORP COM HOLD 0.1% -0.0% 0.4 799 +0 5
SCHB funds › SCHWAB STRATEGIC TR US BRD MKT ETF TRIM 0.1% +0.0% 0.4 13,851 -895 5
SMMU funds › PIMCO ETF TR SHTRM MUN BD ACT ADD 0.1% +0.0% 0.4 7,928 +1,978 3
FMHI funds › FIRST TR EXCHANGE TRADED FD MUNICIPAL HIGH NEW 0.1% +0.1% 0.4 8,127 +8,127 1
DD funds › DUPONT DE NEMOURS INC NEW 0.1% +0.1% 0.4 2,861 +2,861 1
NOW funds › SERVICENOW INC COM ADD 0.1% +0.0% 0.4 3,892 +752 5
PWR funds › QUANTA SVCS INC COM ADD 0.1% +0.0% 0.4 535 +122 2
PKG funds › PACKAGING CORP AMER COM ADD 0.1% +0.0% 0.4 1,591 +4 5
ABT funds › ABBOTT LABS COM TRIM 0.1% -0.0% 0.4 4,136 -436 5
ACWI funds › ISHARES TR MSCI ACWI INDX TRIM 0.1% +0.0% 0.4 2,378 -95 5
AVUV funds › TR AVANTIS HOLD 0.1% +0.0% 0.4 2,919 +0 5
PAYX funds › PAYCHEX INC COM ADD 0.1% +0.0% 0.4 3,695 +45 5
BDX funds › BECTON DICKINSON & CO ADD 0.1% +0.0% 0.4 2,383 +726 5
UBER funds › UBER TECHNOLOGIES INC COM HOLD 0.1% -0.0% 0.4 4,977 +0 5
IWS funds › ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND HOLD 0.1% +0.0% 0.4 2,170 +0 5
VUG funds › VANGUARD INDEX FDS GROWTH ETF ADD 0.1% +0.0% 0.4 4,138 +3,505 5
CRWD funds › CROWDSTRIKE HLDGS INC CL A NEW 0.1% +0.1% 0.4 466 +466 1
ADI funds › ANALOG DEVICES INC TRIM 0.1% +0.0% 0.4 895 -3 5
BN funds › BROOKFIELD ASSET MGMT INC ADD 0.1% +0.0% 0.4 8,308 +36 5
HELO funds › J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA HOLD 0.1% +0.0% 0.4 5,234 +0 5
SPYV funds › SPDR SERIES TRUST ST STR P500VAL HOLD 0.1% +0.0% 0.4 5,800 +0 5
PH funds › PARKER HANNIFIN CORP COM HOLD 0.1% +0.0% 0.4 360 +0 5
LOW funds › LOWES COMPANIES TRIM 0.1% -0.0% 0.4 1,596 -45 5
EXC funds › EXELON CORP COM TRIM 0.1% -0.0% 0.3 7,497 -199 5
SLB funds › SCHLUMBERGER LTD HOLD 0.1% -0.0% 0.3 7,491 +0 5
HYGV funds › FLEXSHARES TR HIG YLD VL ETF NEW 0.1% +0.1% 0.3 8,431 +8,431 1
SNDK funds › SANDISK CORP COM NEW 0.1% +0.1% 0.3 149 +149 1
HCA funds › HCA HLDGS INC COM HOLD 0.1% -0.0% 0.3 855 +0 5
SCHF funds › SCHWAB STRATEGIC INTL EQUITYETF TRIM 0.1% -0.0% 0.3 12,004 -2,549 5
HDV funds › ISHARES TR CORE HIGH DV ETF ADD 0.1% -0.0% 0.3 12,135 +9,708 5
MDY funds › SPDR S & P MIDCAP ETF HOLD 0.1% +0.0% 0.3 467 +0 5
FDX funds › FEDEX CORP HOLD 0.1% -0.0% 0.3 1,045 +0 5
IHE funds › ISHARES TR DJ PHARMA INDX HOLD 0.1% +0.0% 0.3 3,300 +0 5
WMB funds › WILLIAMS COS INC COM TRIM 0.1% -0.0% 0.3 4,370 -2 5
IVOO funds › VANGUARD ADMIRAL FDS INC MIDCP 400 IDX TRIM 0.1% -0.0% 0.3 2,490 -301 5
O funds › REALTY INCOME CORP COM TRIM 0.1% -0.0% 0.3 5,235 -14 5
SBUX funds › STARBUCKS CORP COM ADD 0.1% +0.0% 0.3 3,163 +13 5
BX funds › BLACKSTONE GROUP INC COM CL A TRIM 0.1% -0.0% 0.3 2,729 -860 5
AMAT funds › APPLIED MATERIALS NEW 0.1% +0.1% 0.3 444 +444 1
T funds › AT&T INC COM TRIM 0.1% -0.0% 0.3 15,457 -451 5
CARR funds › CARRIER GLOBAL CORPORATION COM HOLD 0.1% +0.0% 0.3 4,322 +0 5
OEF funds › I SHARES TR S&P 100 ETF TRIM 0.1% +0.0% 0.3 866 -4 5
AVY funds › AVERY DENNISON CORP COM ADD 0.1% -0.0% 0.3 1,942 +1 5
JPIE funds › J P MORGAN EXCHANGE TRADED FINCOME ETF NEW 0.1% +0.1% 0.3 6,809 +6,809 1
TROW funds › T. ROWE PRICE GROUP INC HOLD 0.1% +0.0% 0.3 2,738 +0 5
LH funds › LABORATORY CORP AMER HLDGS COM NEW HOLD 0.1% +0.0% 0.3 1,111 +0 5
KVUE funds › KENVUE INC COM HOLD 0.1% +0.0% 0.3 15,922 +0 5
PMBS funds › PIMCO ETF TR MTG BKD SECS ACT ADD 0.1% +0.0% 0.3 6,134 +1,933 3
PLTR funds › PALANTIR TECHNOLOGIES INC CL A TRIM 0.1% -0.0% 0.3 2,586 -298 5
NOBL funds › PROSHARES TR S&P 500 DV ARIST ADD 0.1% -0.0% 0.3 5,332 +2,532 5
IGV funds › ISHARES TR EXPANDED TECH ADD 0.1% +0.0% 0.3 3,297 +705 5
D funds › DOMINION ENERGY INC COM TRIM 0.1% +0.0% 0.3 4,369 -22 5
REGL funds › PROSHARES TR S&P MDCP 400 DIV TRIM 0.1% -0.0% 0.3 3,258 -700 5
FNF funds › FIDELITY NATL FINL INC COM SHS TRIM 0.1% -0.0% 0.3 6,298 -19 5
RUSHA funds › RUSH ENTERPRISES INC CL A HOLD 0.1% +0.0% 0.3 4,050 +0 5
BP funds › BP AMOCO PLC ADS (UK) TRIM 0.1% -0.0% 0.3 7,914 -178 5
SPG funds › SIMON PPTY GROUP INC NEW COM ADD 0.1% +0.0% 0.3 1,307 +4 3
LIN funds › LINDE PLC COM EURO .001 TRIM 0.1% +0.0% 0.3 556 -1 5
RCL funds › ROYAL CARIBBEAN CRUISES LTD COM TRIM 0.1% +0.0% 0.3 897 -3 5
EES funds › WISDOMTREE TRUST SMLCAP EARN FD HOLD 0.1% +0.0% 0.3 4,200 +0 5
CTVA funds › CORTEVA INC COM HOLD 0.1% -0.0% 0.3 3,349 +0 5
FSIG funds › FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION HOLD 0.1% -0.0% 0.3 15,015 +0 5
BKDV funds › BNY MELLON ETF TRUST II DYNAMIC VALUE TRIM 0.1% +0.0% 0.3 8,399 -530 5
IGF funds › ISHARES TR GLB INFRASTR ETF HOLD 0.1% -0.0% 0.3 4,123 +0 5
SCHA funds › SCHWAB STRATEGIC TR US SML CAP ETF HOLD 0.1% +0.0% 0.3 7,544 +0 4
QUAL funds › ISHARES TR USA QUALITY FCTR HOLD 0.1% +0.0% 0.3 1,222 +0 5
WM funds › WASTE MANAGEMENT INC DEL TRIM 0.1% -0.0% 0.3 1,202 -215 5
COF funds › CAPITAL ONE FINL CORP COM TRIM 0.1% +0.0% 0.3 1,327 -18 5
SHW funds › SHERWIN WILLIAMS CO COM ADD 0.1% +0.0% 0.3 769 +14 5
KKR funds › KKR & CO INC COM ADD 0.1% -0.0% 0.3 2,883 +40 5
TRGP funds › TARGA RES CORP COM HOLD 0.1% +0.0% 0.3 984 +0 2
FLOT funds › ISHARES FLOATING RATE BOND ETF HOLD 0.1% -0.0% 0.3 5,165 +0 4
RY funds › ROYAL BK CDA MONTREAL QUE COM NEW 0.1% +0.1% 0.3 1,235 +1,235 1
PRU funds › PRUDENTIAL FINANCIAL INCORP NEW 0.1% +0.1% 0.3 2,364 +2,364 1
ES funds › EVERSOURCE ENERGY COM TRIM 0.1% +0.0% 0.3 3,518 -19 2
OGE funds › OGE ENERGY CORP COM HOLD 0.1% -0.0% 0.3 5,215 +0 5
ESGD funds › ISHARES TR ESG AW MSCI EAFE HOLD 0.1% +0.0% 0.3 2,458 +0 3
CMS funds › CMS ENERGY CORP ADD 0.1% -0.0% 0.3 3,269 +1 5
ALLE funds › ALLEGION PUB LTD CO ORD SHS ADD 0.1% -0.0% 0.2 1,774 +8 5
GUNR funds › FLEXSHARES TR MORNSTAR UPSTR TRIM 0.1% -0.0% 0.2 5,050 -109 5
SPYM funds › SPDR SER TR RUSSELL 1000 ETF TRIM 0.1% +0.0% 0.2 2,818 -31 5
SDY funds › SPDR SERIES TRUST S&P DIVID ETF TRIM 0.1% -0.0% 0.2 1,625 -250 5
FTNT funds › FORTINET INC COM NEW 0.1% +0.1% 0.2 1,609 +1,609 1
ALL funds › ALLSTATE CORP COM ADD 0.1% +0.0% 0.2 1,038 +10 5
MNST funds › MONSTER BEVERAGE CORP NEW COM NEW 0.1% +0.1% 0.2 2,559 +2,559 1
SPLV funds › INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL HOLD 0.1% +0.0% 0.2 3,276 +0 5
WEC funds › WEC ENERGY GROUP INC COM HOLD 0.1% -0.0% 0.2 2,091 +0 5
WDC funds › WESTERN DIGITAL CORP COM NEW 0.1% +0.1% 0.2 377 +377 1
XLE funds › SELECT SECTOR SPDR TR SBI INT-ENERGY ADD 0.1% -0.0% 0.2 4,525 +600 2
HEI funds › HEICO CORP NEW NEW 0.1% +0.1% 0.2 672 +672 1
IWO funds › ISHARES TR INDEX RUSL 2000 GROW NEW 0.1% +0.1% 0.2 604 +604 1
DON funds › WISDOMTREE TRUST MIDCAP DIVI FD HOLD 0.1% +0.0% 0.2 4,200 +0 5
AGG funds › ISHARES TR INDEX BARCLY USAGG B TRIM 0.1% -0.0% 0.2 2,386 -14 5
EFG funds › ISHARES TR MSCI GRW IDX TRIM 0.1% +0.0% 0.2 1,890 -39 5
COR funds › AMERISOURCE BERGEN CORP ADD 0.1% -0.0% 0.2 823 +7 5
BWXT funds › BWX TECHNOLOGIES INC COM ADD 0.0% -0.0% 0.2 1,183 +3 4
IDV funds › ISHARES INTL SELECT DIVIDENDETF HOLD 0.0% -0.0% 0.2 5,463 +0 4
MRSH funds › MARSH & MCLENNAN COS INC COM TRIM 0.0% -0.0% 0.2 1,345 -45 5
ISRG funds › INTUITIVE SURGICAL INC COM NEW TRIM 0.0% -0.0% 0.2 561 -127 5
MBB funds › ISHARES MBS ETF TRIM 0.0% -0.0% 0.2 2,354 -123 5
GNR funds › SPDR INDEX SHS FDS GLB NAT RESRCE HOLD 0.0% -0.0% 0.2 3,304 +0 3
VBIL funds › VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF NEW 0.0% +0.0% 0.2 2,930 +2,930 1
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.2 2,815 -97 5
TCAL funds › T ROWE PRICE ETF INC CAPITAL APPRECIA NEW 0.0% +0.0% 0.2 9,850 +9,850 1
MPWR funds › MONOLITHIC PWR SYS INC COM NEW 0.0% +0.0% 0.2 158 +158 1
IBTG funds › ISHARES TR IBONDS 26 TRM TS HOLD 0.0% -0.0% 0.2 9,522 +0 2
ORLY funds › O REILLY AUTOMOTIVE INC NEW COM TRIM 0.0% -0.0% 0.2 2,359 -63 5
FLEX funds › FLEXTRONICS INTL LTD ORD NEW 0.0% +0.0% 0.2 1,336 +1,336 1
VRTX funds › VERTEX PHARMACEUTICALS INC COM TRIM 0.0% -0.0% 0.2 433 -193 5
AMLP funds › ALPS ETF TR ALERIAN MLP NEW ETP 0.0% +0.0% 0.2 4,145 +4,145 1
SCHM funds › SCHWAB STRATEGIC TR US MID-CAP ETF NEW 0.0% +0.0% 0.2 5,819 +5,819 1
SCCO funds › SOUTHERN COPPER CORP COM ADD 0.0% -0.0% 0.2 1,220 +11 2
STX funds › SEAGATE TECHNOLOGY HDGS, PLC NEW 0.0% +0.0% 0.2 220 +220 1
SPMD funds › SPDR SERIES TRUST PORTFOLIO MD ETF NEW 0.0% +0.0% 0.2 3,134 +3,134 1
DTE funds › DTE ENERGY CO COM HOLD 0.0% +0.0% 0.2 1,385 +0 2
SPGI funds › S & P GLOBAL INC TRIM 0.0% -0.0% 0.2 516 -19 3
USIG funds › ISHARES TR USD INV GRDE ETF ADD 0.0% +0.0% 0.2 4,094 +101 2
XBI funds › SPDR SERIES TRUST S&P BIOTECH NEW 0.0% +0.0% 0.2 1,312 +1,312 1
EQT funds › EQT CORP COM HOLD 0.0% -0.0% 0.2 3,902 +0 2
MRVL funds › MARVEL TECHNOLOGY GR NEW 0.0% +0.0% 0.2 696 +696 1
JEPQ funds › J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM NEW 0.0% +0.0% 0.2 3,345 +3,345 1
VGLT funds › VANGUARD SCOTTSDALE FDS LONG TERM TREAS HOLD 0.0% -0.0% 0.2 3,711 +0 5
HWM funds › HOWMET AEROSPACE INC COM NEW 0.0% +0.0% 0.2 760 +760 1
UL funds › UNILEVER PLC SPON ADR NEW TRIM 0.0% -0.0% 0.2 3,355 -224 3
NAD funds › NUVEEN QUALITY MUNCP INCOME COM HOLD 0.0% +0.0% 0.1 11,086 +0 3
NUV funds › NUVEEN MUN VALUE FD INC COM HOLD 0.0% +0.0% 0.1 11,520 +0 4
WIT funds › WIPRO LTD SPONS ADR ADD 0.0% +0.0% 0.1 26,475 +1,034 5
LPL funds › LG DISPLAY CO LTD SPONS ADR REP ADD 0.0% +0.0% 0.1 13,763 +938 2
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.3% 0.0 0 -6,131 0
MCK funds › MCKESSON CORP COM EXIT 0.0% -0.0% 0.0 0 -254 0
NKE funds › NIKE INC CL B EXIT 0.0% -0.1% 0.0 0 -10,587 0
SHOP funds › SHOPIFY INC CL A EXIT 0.0% -0.0% 0.0 0 -1,827 0
CLX funds › CLOROX CO DEL COM EXIT 0.0% -0.0% 0.0 0 -2,000 0
AEM funds › AGNICO EAGLE MINES LTD COM EXIT 0.0% -0.1% 0.0 0 -1,352 0
CUSIP:30231G102 funds › EXXON MOBIL CORPORATION EXIT 0.0% -6.5% 0.0 0 -174,384 0
BSX funds › BOSTON SCIENTIFIC CORP COM EXIT 0.0% -0.1% 0.0 0 -3,720 0
VTES funds › VANGUARD WELLINGTON FD SHORT TRM TAX EX EXIT 0.0% -0.2% 0.0 0 -8,015 0
NEM funds › NEWMONT MINING CORP COM EXIT 0.0% -0.0% 0.0 0 -1,933 0
ICE funds › INTERCONTINENTALEXCHANGE INCCOM EXIT 0.0% -0.0% 0.0 0 -1,323 0
REGN funds › REGENERON PHARMACEUTICALS COM EXIT 0.0% -0.0% 0.0 0 -282 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -742 0
EXE funds › CHESAPEAKE ENERGY CORP COM EXIT 0.0% -0.1% 0.0 0 -2,111 0
VMBS funds › VANGUARD SCOTTSDALE FDS MORTG-BACK SEC EXIT 0.0% -0.0% 0.0 0 -4,556 0
KR funds › KROGER CO COM EXIT 0.0% -0.1% 0.0 0 -3,276 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC (NEW) EXIT 0.0% -0.1% 0.0 0 -8,586 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 462 318 0.11 31% 0.016 0.259 in
2026Q1 452 305 0.08 35% 0.019 0.368 in
2025Q4 461 312 0.06 33% 0.017 0.354 in
2025Q3 444 309 0.05 33% 0.017 0.356 in
2025Q2 420 310 0.07 32% 0.016 0.343 entered
2025Q1 407 296 0.00 35% 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