Fund Universe

SlateStone Wealth, LLC

CIK 0001764049 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.484
AUM ($M)
1,306
Positions
296
Turnover
0.07
Top-10 wt
29%
Herfindahl
0.014
History (qtrs)
6
Excess Return

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Holdings · 306 positions · portfolio value $1,306M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › Apple Inc. TRIM 4.5% -0.0% 58.2 201,006 -13,526 5
NVDA funds › NVIDIA Corp TRIM 4.0% +0.2% 52.0 260,075 -4,529 5
QUAL funds › iShares USA Quality Fctr ADD 3.5% +0.3% 45.3 206,345 +3,691 5
MSFT funds › Microsoft Corp TRIM 2.8% -0.2% 36.0 96,615 -702 5
GOOGL funds › Alphabet Inc Cap Stock Cl A TRIM 2.7% +0.3% 35.3 98,791 -3,116 5
VXF funds › Vanguard Index Funds EXTEND MK TRIM 2.7% +0.2% 35.0 142,041 -3,565 5
CAT funds › Caterpillar Inc TRIM 2.6% +0.6% 34.2 32,129 -2,178 5
AMZN funds › Amazon.com Inc TRIM 2.1% +0.0% 26.9 112,677 -4,911 5
JPM funds › JPMorgan Chase & Co ADD 1.9% +0.1% 25.4 77,730 +960 5
APH funds › Amphenol Corp Cl A TRIM 1.9% +0.4% 25.2 143,062 -22 5
IWD funds › iShares Russell 1000 Val ETF ADD 1.7% +0.1% 22.4 92,514 +76 5
IWF funds › iShares Russell 1000 Growth ET ADD 1.7% +0.1% 22.3 179,545 +132,630 5
SPY funds › STATE STREET SPDR S&P 500 ETF TRIM 1.7% +0.1% 21.6 28,878 -454 5
ASML funds › ASML Holding NV NY Registry ADD 1.5% +0.4% 19.5 9,808 +175 5
JNJ funds › Johnson & Johnson ADD 1.4% +0.0% 18.9 74,534 +2,815 5
CSCO funds › Cisco Systems Inc ADD 1.4% +0.4% 17.7 150,932 +1,740 5
CVX funds › Chevron Corp ADD 1.3% -0.4% 17.4 104,788 +542 5
BND funds › Vanguard Total Bond Mkt TRIM 1.3% -0.1% 16.7 227,764 -4,219 5
CB funds › Chubb Limited ADD 1.3% -0.0% 16.6 48,599 +1,148 5
FMHI funds › First Trust ETF Muni High Inc TRIM 1.3% -0.1% 16.4 339,168 -6,514 5
BRKB funds › Berkshire Hathaway Inc Cl B TRIM 1.2% -0.1% 16.1 32,235 -504 5
PEP funds › PepsiCo Inc TRIM 1.2% -0.3% 15.2 112,033 -1,654 5
MRK funds › Merck & Co Inc TRIM 1.2% -0.1% 15.1 117,597 -4,937 5
IEFA funds › iShares Core MSCI EAFE ADD 1.1% +0.0% 15.0 154,835 +5,091 5
EMXC funds › Ishares MSCI EMRG CHN TRIM 1.1% +0.1% 14.9 146,086 -7,836 5
GOOG funds › Alphabet Inc Cap Stock Cl C TRIM 1.1% +0.1% 14.8 41,843 -2,004 5
NEE funds › Nextera Energy Inc ADD 1.1% -0.1% 14.5 165,493 +3,344 5
RTX funds › Rtx Corporation Com ADD 1.1% -0.1% 14.2 75,104 +118 5
AMGN funds › Amgen Inc ADD 1.1% -0.0% 14.1 38,812 +1,147 5
VYM funds › Vanguard High Div Yield TRIM 1.1% -0.1% 13.8 87,631 -7,203 5
HD funds › Home Depot Inc ADD 1.0% +0.0% 13.4 37,908 +715 5
BLK funds › Blackrock Inc COM TRIM 1.0% -0.1% 12.9 13,375 -516 5
KNG funds › FT S&P 500 Dividend Aristocrat TRIM 1.0% -0.1% 12.5 247,138 -12,773 5
APD funds › Air Prods & Chems Inc TRIM 1.0% -0.1% 12.4 42,357 -1,253 5
TLT funds › iShares 20 Yr Tr Bond ETF TRIM 0.9% -0.2% 12.1 139,467 -20,872 5
IJH funds › iShares Core S&P Mcp ETF ADD 0.9% +0.1% 11.4 148,393 +4,568 5
LHX funds › L3harris Technologies Inc ADD 0.8% -0.2% 10.4 35,824 +1,021 5
COST funds › Costco Wholesale Corp TRIM 0.8% -0.2% 10.1 10,813 -795 5
LMT funds › Lockheed Martin Corp ADD 0.8% -0.2% 9.9 19,466 +744 5
GS funds › Goldman Sachs Group Inc TRIM 0.8% +0.0% 9.9 9,742 -423 5
KO funds › Coca-Cola Co ADD 0.8% +0.0% 9.8 121,136 +2,488 5
ADP funds › Automatic Data Processing Inc ADD 0.7% +0.0% 9.5 42,493 +299 5
SNPS funds › Synopsys Inc ADD 0.7% +0.3% 9.4 21,177 +8,813 5
V funds › Visa Inc Cl A TRIM 0.7% -0.0% 9.4 27,365 -2,486 5
IJR funds › iShares S&P Smallcap ETF ADD 0.7% +0.1% 9.1 61,357 +2,119 5
ABBV funds › AbbVie Inc TRIM 0.7% +0.0% 8.9 35,440 -724 5
META funds › Meta Platforms, Inc ADD 0.6% +0.0% 8.4 14,935 +2,265 5
MA funds › MasterCard Incorporated Cl A ADD 0.6% -0.0% 8.3 16,220 +337 5
PLTR funds › Palantir Technologies Inc Cl A TRIM 0.6% -0.2% 8.2 70,182 -2,386 5
BDX funds › Becton Dickinson & Co ADD 0.6% -0.0% 8.1 53,431 +2,472 5
SCHJ funds › Schwab 1 5YR CORP BD ADD 0.6% -0.0% 7.9 321,351 +1,563 5
USB funds › US Bancorp Del ADD 0.6% +0.1% 7.6 125,984 +5,401 5
PG funds › Procter And Gamble Co TRIM 0.6% -0.1% 7.5 51,181 -1,347 5
VMC funds › Vulcan Materials Co TRIM 0.6% -0.0% 7.5 25,365 -1,101 5
TOL funds › Toll Brothers Inc ADD 0.6% +0.1% 7.4 45,098 +1,203 5
URI funds › United Rentals Inc TRIM 0.6% +0.2% 7.4 6,534 -331 5
VZ funds › Verizon Communications Inc ADD 0.6% -0.1% 7.3 171,531 +4,538 5
TJX funds › TJX Cos Inc TRIM 0.5% -0.1% 7.1 46,587 -4,471 5
SBUX funds › Starbucks Corp TRIM 0.5% +0.0% 6.7 65,578 -487 5
LLY funds › Lilly Eli & Co ADD 0.5% +0.2% 6.5 5,446 +1,068 5
KMB funds › Kimberly Clark Corp ADD 0.5% +0.0% 6.4 58,577 +1,729 5
AVGO funds › Broadcom Inc TRIM 0.5% +0.1% 6.2 16,478 -24 5
TXN funds › Texas Instruments Inc TRIM 0.4% +0.1% 5.7 19,213 -1,192 5
PYLD funds › Pimco MULTISECTOR BD ADD 0.4% -0.0% 5.4 202,700 +4,483 5
WMT funds › Wal-Mart Inc TRIM 0.4% -0.2% 5.4 47,260 -8,228 5
CMI funds › Cummins Inc TRIM 0.4% +0.1% 5.0 6,948 -269 5
MDT funds › Medtronic PLC TRIM 0.4% -0.1% 4.9 62,995 -3,426 5
CDX funds › Simplify Exchange Traded Funds TRIM 0.4% -0.0% 4.9 232,405 -951 4
UCON funds › First Trust ETF TCW Unconstrai TRIM 0.4% -0.0% 4.8 190,935 -10,730 5
JPST funds › JPMorgan Exchange Traded Fund HOLD 0.4% -0.0% 4.6 91,320 +0 5
NOC funds › Northrop Grumman Corp TRIM 0.4% -0.2% 4.6 9,038 -175 5
QQQ funds › Invesco QQQ Ser 1 TRIM 0.4% +0.1% 4.6 6,207 -22 5
MCD funds › McDonalds Corp TRIM 0.3% -0.1% 4.5 16,596 -47 5
BOND funds › Pimco ACTIVE BD ETF ADD 0.3% -0.0% 4.4 47,592 +563 5
JEPQ funds › Jpmorgan Etf NASDAQ EQT PREM ADD 0.3% +0.0% 4.2 68,550 +670 5
CRWD funds › Crowdstrike Holdings Inc Cl A TRIM 0.3% +0.1% 4.2 5,460 -25 5
UNP funds › Union Pacific Corp TRIM 0.3% +0.0% 4.1 15,074 -600 5
IEMG funds › iShares Core MSCI Emerg Mkt ADD 0.3% +0.0% 4.1 49,483 +3,454 5
FVR funds › Frontview Reit Inc COM TRIM 0.3% +0.0% 4.0 198,021 -19,424 3
TMO funds › Thermo Fisher Scientific Inc TRIM 0.3% -0.0% 3.7 7,464 -629 5
IBM funds › International Business Machs C ADD 0.3% +0.0% 3.4 12,071 +119 5
ABT funds › Abbott Laboratories TRIM 0.2% -0.1% 3.3 35,846 -3,350 5
EFA funds › iShares MSCI EAFE ETF ADD 0.2% -0.0% 3.1 29,968 +143 5
VTV funds › Vanguard Value ETF TRIM 0.2% +0.0% 3.1 14,009 -130 5
CUSIP:30231G102 funds › Exxon Mobil Corp TRIM 0.2% -0.1% 3.0 22,023 -1,147 5
DDOG funds › Datadog Inc Cl A TRIM 0.2% +0.1% 2.9 11,128 -1,025 5
IGSB funds › iShares Sh Tr Crport ETF ADD 0.2% +0.0% 2.9 54,404 +14,794 5
AGG funds › iShares Core US Aggbd Et ADD 0.2% +0.1% 2.8 28,321 +12,326 5
RSP funds › Invesco Exchange Traded Fund T TRIM 0.2% -0.0% 2.8 13,156 -2,923 5
GLD funds › SPDR Gold Trust Gold TRIM 0.2% -0.1% 2.8 7,490 -165 5
DIS funds › Disney Walt Co Disney TRIM 0.2% -0.1% 2.7 28,336 -5,702 5
FLOT funds › iShares Floating Rate Nt ETF ADD 0.2% +0.0% 2.6 51,521 +9,326 5
IGLB funds › iShares 10 YR INVST GRD TRIM 0.2% -0.0% 2.6 52,491 -2,639 5
C funds › Citigroup Inc ADD 0.2% +0.1% 2.6 18,732 +3,000 5
ZBRA funds › Zebra Technologies Corp Cl A TRIM 0.2% +0.0% 2.6 9,846 -1,017 5
LIN funds › Linde Plc SHS ADD 0.2% -0.0% 2.6 4,954 +44 5
RMD funds › ResMed Inc TRIM 0.2% -0.1% 2.6 13,152 -3,232 5
IVV funds › IShares Core S&P 500 ETF ADD 0.2% +0.0% 2.5 3,401 +118 5
ITW funds › Illinois Tool Works Inc ADD 0.2% -0.0% 2.5 9,245 +83 5
VTEB funds › Vanguard Muni Bond Funds TAX E TRIM 0.2% -0.0% 2.5 49,416 -66 5
ED funds › Consolidated Edison Inc ADD 0.2% -0.0% 2.4 22,022 +154 5
ARCC funds › Ares Capital Corp TRIM 0.2% -0.0% 2.4 130,395 -22,809 5
IWM funds › iShares Russell 2000 ETF ADD 0.2% +0.0% 2.4 7,860 +78 5
TRV funds › Travelers Companies Inc TRIM 0.2% +0.0% 2.3 7,014 -218 5
SFGV funds › Ea Series Trust CCM GLOBAL EQU HOLD 0.2% -0.0% 2.2 63,774 +0 5
TGT funds › Target Corp ADD 0.2% +0.0% 2.2 17,062 +297 5
IVW funds › iShares S&P 500 Growth ETF HOLD 0.2% +0.0% 2.2 15,688 +0 5
KEY funds › KeyCorp TRIM 0.2% -0.0% 2.1 92,434 -11,685 5
MTB funds › M & T Bank Corp TRIM 0.2% -0.1% 2.1 8,768 -4,146 5
MINT funds › PIMCO Enhanced Short MA Ac ADD 0.2% +0.1% 2.0 19,437 +12,990 2
IQLT funds › iShares Intl Quality Factor HOLD 0.1% -0.0% 1.9 39,193 +0 5
PPG funds › PPG Industries Inc ADD 0.1% +0.0% 1.9 15,860 +150 5
TER funds › Teradyne Inc COM TRIM 0.1% +0.0% 1.9 3,900 -600 3
MDY funds › STATE STR SPDR S&P MIDCAP 400 TRIM 0.1% -0.0% 1.8 2,575 -300 5
VBR funds › Vanguard Small Cap Val ETF TRIM 0.1% -0.0% 1.8 7,412 -794 5
SE funds › Sea Ltd Sponsord ADS TRIM 0.1% +0.0% 1.8 18,759 -979 5
ETN funds › Eaton Corp PLC TRIM 0.1% +0.0% 1.8 4,203 -57 5
JEPI funds › JPMorgan Equity Premium Income TRIM 0.1% -0.1% 1.8 31,350 -14,000 5
PH funds › Parker Hannifin Corp TRIM 0.1% +0.0% 1.7 1,760 -1 5
COP funds › ConocoPhillips TRIM 0.1% -0.1% 1.7 16,456 -3,600 5
ECL funds › Ecolab Inc ADD 0.1% -0.0% 1.7 6,100 +67 5
CME funds › CME Group Inc Cl A TRIM 0.1% -0.1% 1.7 7,679 -1,179 5
EMR funds › Emerson Electric Co TRIM 0.1% -0.0% 1.6 11,519 -286 5
GD funds › General Dynamics Corp ADD 0.1% -0.0% 1.6 4,597 +75 5
NOBL funds › ProShares S&P 500 Dv Arist ADD 0.1% +0.0% 1.6 28,965 +15,195 5
IWR funds › iShares Rus Mid Cap ETF TRIM 0.1% +0.0% 1.6 14,672 -270 5
STWD funds › Starwood Property Trust Inc TRIM 0.1% -0.0% 1.6 98,747 -4,353 5
BWA funds › BorgWarner Inc NEW 0.1% +0.1% 1.6 24,103 +24,103 1
ZTS funds › Zoetis Inc Cl A TRIM 0.1% -0.2% 1.6 22,020 -7,658 5
CNA funds › Cna Financial Corp COM TRIM 0.1% -0.0% 1.6 32,534 -496 5
DE funds › Deere & Co TRIM 0.1% +0.0% 1.6 2,459 -46 5
AFL funds › Aflac Inc TRIM Common Stock 0.1% -0.0% 1.5 13,180 -550 5
VHT funds › Vanguard Health Care ETF TRIM 0.1% +0.0% 1.5 5,158 -91 5
NUE funds › Nucor Corp TRIM 0.1% +0.0% 1.5 6,895 -1,450 5
CINF funds › Cincinnati Financial Corp ADD 0.1% +0.0% 1.5 8,275 +150 5
UNH funds › UnitedHealth Group Inc TRIM 0.1% +0.0% 1.5 3,637 -657 5
NET funds › Cloudflare Inc Cl A TRIM 0.1% -0.1% 1.5 5,978 -4,046 5
IAU funds › Ishares Gold Tr Ishares New TRIM 0.1% -0.0% 1.4 19,024 -2,414 5
EXPD funds › Expeditors Intl Wash Inc TRIM 0.1% +0.0% 1.4 8,715 -150 5
SDY funds › SPDR S&P Dividend ETF ADD 0.1% -0.0% 1.4 9,197 +41 5
SMBK funds › Smartfinancial Inc HOLD 0.1% +0.0% 1.4 29,302 +0 5
NBIS funds › NEBIUS GROUP N V TRIM 0.1% +0.0% 1.3 4,876 -5,966 5
ATO funds › Atmos Energy Corp COM ADD 0.1% -0.0% 1.3 7,675 +150 5
WSO funds › Watsco Inc ADD 0.1% +0.0% 1.3 3,170 +76 5
CHRW funds › C H Robinson Worldwide Inc ADD 0.1% +0.0% 1.3 7,000 +75 5
DOV funds › Dover Corp TRIM 0.1% -0.0% 1.3 5,810 -235 5
ISRG funds › Intuitive Surgical Inc ADD 0.1% -0.0% 1.3 3,257 +16 5
ADBE funds › Adobe Inc TRIM 0.1% -0.1% 1.3 6,309 -1,993 5
KBDC funds › Kayne Anderson Bdc Inc COM SHS HOLD 0.1% -0.0% 1.3 94,644 +0 5
ENB funds › Enbridge Inc TRIM 0.1% -0.0% 1.3 23,560 -607 5
MS funds › Morgan Stanley TRIM 0.1% +0.0% 1.3 6,026 -99 5
FAST funds › Fastenal Co ADD 0.1% -0.0% 1.2 25,747 +400 5
CRWV funds › Coreweave Inc COM CL A NEW 0.1% +0.1% 1.2 12,000 +12,000 1
VOO funds › Vanguard S&P 500 ETF ADD 0.1% +0.0% 1.2 1,698 +433 5
RRX funds › Regal Beloit Corp TRIM 0.1% +0.0% 1.1 4,801 -99 2
RSG funds › Republic Services Inc HOLD 0.1% -0.0% 1.1 5,350 +0 5
ALB funds › Albemarle Corp TRIM 0.1% -0.0% 1.1 8,180 -100 5
CL funds › Colgate Palmolive Co ADD 0.1% +0.0% 1.1 11,720 +200 5
XLK funds › Technology Select Sector SPDR HOLD 0.1% +0.0% 1.1 5,599 +0 5
SPHQ funds › Invesco Exchange Traded Fund T HOLD 0.1% +0.0% 1.1 11,651 +0 5
ADM funds › Archer Daniels Midland Co ADD 0.1% -0.0% 1.0 13,660 +50 5
LOW funds › Lowes Cos Inc ADD 0.1% -0.0% 1.0 4,713 +87 5
TSLA funds › Tesla Inc ADD 0.1% +0.0% 1.0 2,457 +46 5
PDBC funds › Invesco Actvely Mgd Etc Fd Tr HOLD 0.1% -0.0% 1.0 65,000 +0 5
SHW funds › Sherwin Williams Co TRIM 0.1% -0.0% 1.0 2,975 -75 5
AMD funds › Advanced Micro Devices Inc ADD 0.1% +0.0% 1.0 1,748 +93 5
SYY funds › Sysco Corp ADD 0.1% +0.0% 1.0 12,010 +200 5
SWK funds › Stanley Black & Decker Inc ADD 0.1% +0.0% 1.0 10,387 +200 5
VNQ funds › Vanguard Real Estate ETF ADD 0.1% +0.0% 1.0 10,052 +500 5
BEN funds › Franklin Resources Inc TRIM 0.1% +0.0% 1.0 28,576 -1,100 5
ORCL funds › Oracle Corp ADD 0.1% -0.0% 1.0 6,489 +243 5
PAVE funds › Global X Funds US Infr Dev ETF HOLD 0.1% +0.0% 1.0 16,141 +0 5
MRVL funds › Marvell Technology Group Ltd TRIM 0.1% +0.0% 0.9 3,172 -996 5
TSM funds › Taiwan Semiconductor Mfg Ltd S ADD 0.1% +0.0% 0.9 1,935 +35 5
CTAS funds › Cintas Corp ADD 0.1% -0.0% 0.9 5,365 +125 5
WST funds › West Pharmaceutical Svsc Inc TRIM 0.1% +0.0% 0.9 2,510 -150 5
ROP funds › Roper Technologies Inc ADD 0.1% -0.0% 0.9 2,660 +58 5
NDSN funds › Nordson Corp ADD 0.1% +0.0% 0.9 2,880 +60 5
AOS funds › Smith A O ADD 0.1% -0.0% 0.9 13,740 +250 5
CUSIP:709631105 funds › Pentair Inc ADD 0.1% -0.0% 0.9 11,215 +225 5
GPC funds › Genuine Parts Co ADD 0.1% +0.0% 0.9 7,275 +150 5
VTI funds › Vanguard Total Stock Mkt TRIM 0.1% -0.0% 0.9 2,305 -715 5
ES funds › Eversource Energy ADD 0.1% -0.0% 0.8 11,721 +225 5
TROW funds › Price T Rowe Group Inc TRIM 0.1% -0.0% 0.8 7,420 -1,600 5
SPGI funds › S&P Global Inc ADD 0.1% -0.0% 0.8 2,065 +55 5
CRDO funds › Credo Technology Group Holding TRIM 0.1% +0.0% 0.8 3,083 -5,126 3
CHD funds › Church & Dwight Inc ADD 0.1% -0.0% 0.8 8,625 +200 5
BRO funds › Brown & Brown Inc ADD 0.1% -0.0% 0.8 12,785 +250 5
FRT funds › Federal Realty Inv Tr SH BEN I ADD 0.1% +0.0% 0.8 6,555 +150 5
SHOP funds › Shopify Inc Cl A TRIM 0.1% -0.0% 0.8 7,080 -225 5
IWV funds › iShares Russell 3000 ETF HOLD 0.1% +0.0% 0.8 1,869 +0 5
COWZ funds › Pacer Funds Tr US CASH COWS 10 TRIM 0.1% -0.0% 0.8 12,706 -1,534 5
SPTM funds › SPDR Portfolio Tl Stock TRIM 0.1% +0.0% 0.8 8,675 -24 5
PANW funds › Palo Alto Networks Inc TRIM 0.1% +0.0% 0.8 2,308 -68 5
IALT funds › iShares Systematic Alternative NEW 0.1% +0.1% 0.8 27,500 +27,500 1
BAC funds › Bank America Corp TRIM 0.1% +0.0% 0.8 13,516 -421 5
SILJ funds › Amplify Etf Tr AMPLIFY JUNIOR ADD 0.1% +0.0% 0.8 29,665 +12,965 2
AMAT funds › Applied Materials Inc HOLD 0.1% +0.0% 0.8 1,050 +0 4
ACWX funds › iShares MSCI ACWI ex-US Index ADD 0.1% +0.0% 0.8 9,881 +280 5
BPRE funds › Bluerock Pvt Real Estate Fund TRIM 0.1% -0.0% 0.7 57,499 -8,152 3
O funds › Realty Income Corp ADD 0.1% -0.0% 0.7 12,025 +350 5
ESS funds › Essex Property Tr Inc COM ADD 0.1% +0.0% 0.7 2,480 +65 5
CSGP funds › CoStar Group Inc TRIM 0.1% -0.0% 0.7 24,538 -6,227 5
GIS funds › General Mills Inc ADD 0.1% -0.0% 0.7 19,747 +197 5
TD funds › Toronto Dominion Bank Ont COM HOLD 0.1% +0.0% 0.7 5,544 +0 5
DOW funds › Dow Inc ADD 0.1% -0.0% 0.7 24,488 +10 5
BMY funds › Bristol-Myers Squibb Co TRIM 0.1% -0.0% 0.7 11,624 -79 3
VBK funds › Vanguard Small Cap Growth ETF ADD 0.0% +0.0% 0.6 1,774 +71 5
RNR funds › Renaissancere Holdings Ltd COM HOLD 0.0% -0.0% 0.6 2,000 +0 5
MKC funds › McCormick & Co Inc Non Vtg ADD 0.0% -0.0% 0.6 12,215 +425 5
LQD funds › iShares iBoxx Inv Cp ETF HOLD 0.0% -0.0% 0.6 5,490 +0 3
AMCR funds › Amcor Plc COM NEW ADD 0.0% +0.0% 0.6 13,725 +400 2
FPEI funds › First Trust Exch Traded Fund I HOLD 0.0% -0.0% 0.6 30,000 +0 5
SAP funds › Sap SE Sp ADR TRIM 0.0% -0.0% 0.6 3,733 -333 5
KVUE funds › Kenvue Inc COM ADD 0.0% +0.0% 0.6 29,610 +750 5
MAR funds › Marriott Intl Inc Cl A TRIM 0.0% +0.0% 0.5 1,448 -25 5
FISV funds › Fiserv Inc ADD 0.0% -0.0% 0.5 10,827 +553 4
SJM funds › Smucker J M Co ADD 0.0% +0.0% 0.5 4,700 +150 5
QCOM funds › Qualcomm Inc TRIM 0.0% +0.0% 0.5 2,849 -81 5
CLX funds › Clorox Co Del Com ADD 0.0% -0.0% 0.5 5,515 +40 5
SLV funds › iShares Silver Trust HOLD 0.0% -0.0% 0.5 9,314 +0 2
PSLV funds › Sprott Physical Silver Tr TR U HOLD 0.0% -0.0% 0.5 25,942 +0 3
EBC funds › Eastern Bankshares Inc COM TRIM 0.0% -0.1% 0.5 21,936 -36,437 5
ERIE funds › Erie Indemnity Co CL A ADD 0.0% -0.0% 0.5 2,025 +125 5
BFB funds › Brown Forman Corp Cl B ADD 0.0% -0.0% 0.5 18,150 +400 5
IJJ funds › iShares S&P Mc 400VL ETF ADD 0.0% +0.0% 0.5 3,223 +1 5
VEA funds › Vanguard FTSE Developed Mkts E ADD 0.0% +0.0% 0.5 6,466 +413 5
RPG funds › Invesco Exchange Traded Fund T HOLD 0.0% +0.0% 0.5 7,152 +0 5
CUSIP:33741D106 funds › First Trust Private Assets Fun ADD 0.0% +0.0% 0.5 27,354 +3,016 3
BA funds › Boeing Co TRIM 0.0% -0.0% 0.5 2,079 -497 5
HRL funds › Hormel Foods Corp ADD 0.0% +0.0% 0.4 17,890 +400 5
BLV funds › Vanguard Bond Index Funds LONG HOLD 0.0% -0.0% 0.4 6,191 +0 5
IWO funds › iShares Rus 2000 Growth ETF HOLD 0.0% +0.0% 0.4 1,066 +0 5
SGOL funds › Aberdeen Std Gold ETF Tr Physc HOLD 0.0% -0.0% 0.4 10,980 +0 5
NFLX funds › Netflix Inc TRIM 0.0% -0.0% 0.4 5,835 -125 5
IBB funds › iShares NASDAQ Biotech TRIM 0.0% -0.0% 0.4 2,180 -500 5
WM funds › Waste Management Inc TRIM 0.0% -0.0% 0.4 1,820 -25 5
PNC funds › PNC Financial Services Group I ADD 0.0% +0.0% 0.4 1,631 +21 5
DVY funds › iShares Select Div ETF TRIM 0.0% -0.0% 0.4 2,568 -49 5
FDS funds › FactSet Research Systems Inc ADD 0.0% +0.0% 0.4 1,700 +75 5
MPC funds › Marathon Petroleum Corp HOLD 0.0% -0.0% 0.4 1,527 +0 5
XLE funds › Energy Select Sector SPDR HOLD 0.0% -0.0% 0.4 7,204 +0 5
LRCX funds › Lam Research Corp COM NEW NEW 0.0% +0.0% 0.4 875 +875 1
ALL funds › Allstate Corp TRIM 0.0% -0.0% 0.4 1,583 -119 5
GDXJ funds › Vaneck ETF Jr Gold Miners HOLD 0.0% -0.0% 0.4 3,750 +0 5
BBT funds › Beacon Financial Corp. Com TRIM 0.0% -0.0% 0.4 11,558 -22 5
BNY funds › Bank of New York Mellon Corp HOLD 0.0% +0.0% 0.3 2,422 +0 5
VWO funds › Vanguard FTSE Emerg Mkt ETF TRIM 0.0% -0.0% 0.3 5,795 -893 5
STX funds › Seagate Technology Hldngs Plc TRIM 0.0% +0.0% 0.3 352 -187 2
VB funds › Vanguard Index Funds SMALL CP TRIM 0.0% +0.0% 0.3 1,084 -23 4
XLF funds › Select Sector SPDR Financial TRIM 0.0% -0.0% 0.3 6,095 -156 5
WFC funds › Wells Fargo Co TRIM 0.0% -0.0% 0.3 3,893 -3,274 2
BIZD funds › Vaneck ETF BDC Income TRIM 0.0% -0.0% 0.3 25,000 -200 5
DAL funds › Delta Air Lines Inc HOLD 0.0% +0.0% 0.3 3,296 +0 5
GLW funds › Corning Inc TRIM 0.0% +0.0% 0.3 1,204 -723 2
SPYM funds › Spdr PORTFOLIO S&P500 HOLD 0.0% +0.0% 0.3 3,496 +0 5
VUG funds › Vanguard Growth ETF ADD 0.0% +0.0% 0.3 3,552 +2,960 4
BX funds › Blackstone Inc TRIM 0.0% -0.0% 0.3 2,588 -1,100 5
LNT funds › Alliant Energy Corp TRIM 0.0% -0.0% 0.3 3,869 -54 4
CBRE funds › CBRE Group Inc Cl A ADD 0.0% -0.0% 0.3 2,178 +145 2
ISTB funds › Ishares CORE 1 5 YR USD NEW 0.0% +0.0% 0.3 6,001 +6,001 1
ALAB funds › Astera Laboratories Inc COM TRIM 0.0% +0.0% 0.3 599 -1,394 5
INTC funds › Intel Corp NEW 0.0% +0.0% 0.3 2,050 +2,050 1
SPG funds › Simon Property Group Inc HOLD 0.0% +0.0% 0.3 1,259 +0 5
HWM funds › Howmet Aerospace Inc TRIM 0.0% +0.0% 0.3 1,048 -7 2
AMP funds › Ameriprise Financial Inc HOLD 0.0% -0.0% 0.3 601 +0 5
OSK funds › Oshkosh Corp HOLD 0.0% -0.0% 0.3 1,800 +0 5
OMF funds › Onemain Holdings Inc COM ADD 0.0% +0.0% 0.3 4,324 +7 5
KISB funds › Kish Bancorp Inc NEW 0.0% +0.0% 0.3 4,000 +4,000 1
PEG funds › Public Service Enterprise Grou HOLD 0.0% -0.0% 0.3 3,135 +0 5
VLO funds › Valero Energy Corp ADD 0.0% -0.0% 0.3 971 +10 2
AWR funds › American States Water Co HOLD 0.0% +0.0% 0.2 3,000 +0 5
PM funds › Philip Morris Intl Inc ADD 0.0% +0.0% 0.2 1,308 +25 5
XSLV funds › Invesco Exchng Traded Fund Tr TRIM 0.0% -0.0% 0.2 4,423 -648 5
FBTC funds › Fidelity Wise Origin Bitcoin F TRIM 0.0% -0.0% 0.2 4,468 -300 5
GNRC funds › Generac Holdings Inc NEW 0.0% +0.0% 0.2 775 +775 1
ZETA funds › Zeta Global Holdings Corp CL A TRIM 0.0% -0.0% 0.2 11,424 -6,818 5
ANET funds › Arista Networks Inc COM SHS NEW 0.0% +0.0% 0.2 1,292 +1,292 1
MRSH funds › MARSH COM TRIM 0.0% -0.0% 0.2 1,277 -28 5
SPOT funds › Spotify Technology SA NEW 0.0% +0.0% 0.2 457 +457 1
COF funds › Capital One Financial Corp TRIM 0.0% -0.0% 0.2 1,040 -248 5
SPCX funds › Space Expl Technologies Corp C NEW 0.0% +0.0% 0.2 1,225 +1,225 1
BMO funds › Bank Montreal Que NEW 0.0% +0.0% 0.2 1,177 +1,177 1
ICE funds › Intercontinental Exchange Inc ADD 0.0% -0.0% 0.2 1,646 +29 5
SYM funds › Symbotic Inc CLASS A COM ADD 0.0% -0.0% 0.2 4,514 +10 5
IVES funds › Wedbush Ser Tr DAN IVES WEDBUS NEW 0.0% +0.0% 0.2 5,295 +5,295 1
GDX funds › Vaneck ETF Gold Miners HOLD 0.0% -0.0% 0.2 2,668 +0 4
CRM funds › Salesforce Inc TRIM 0.0% -0.0% 0.2 1,278 -62 5
BGC funds › Bgc Group Inc CL A NEW 0.0% +0.0% 0.1 11,715 +11,715 1
WU funds › Western Union Co NEW 0.0% +0.0% 0.1 15,135 +15,135 1
PLUG funds › Plug Power Inc HOLD 0.0% +0.0% 0.1 29,077 +0 5
OPK funds › OPKO Health Inc HOLD 0.0% +0.0% 0.0 25,770 +0 5
REKR funds › Rekor Systems Inc COM HOLD 0.0% -0.0% 0.0 18,000 +0 5
CUSIP:91059D100 funds › United Health Prods Inc COM HOLD 0.0% +0.0% 0.0 161,905 +0 5
ACN funds › Accenture PLC Ireland Class A EXIT 0.0% -0.5% 0.0 0 -32,577 0
CUSIP:846041200 funds › Sovereign Expl Assocs Intl Inc HOLD 0.0% +0.0% 0.0 10,000 +0 0
T funds › AT&T Inc EXIT 0.0% -0.0% 0.0 0 -9,351 0
RDDT funds › Reddit Inc CL A EXIT 0.0% -0.0% 0.0 0 -2,110 0
CUSIP:78033P101 funds › Royal Mines & Minerals Corp HOLD 0.0% +0.0% 0.0 50,000 +0 0
DHR funds › Danaher Corp EXIT 0.0% -0.0% 0.0 0 -1,080 0
CG funds › Carlyle Group Inc EXIT 0.0% -0.0% 0.0 0 -4,154 0
COMP funds › Compass Inc CL A EXIT 0.0% -0.0% 0.0 0 -17,042 0
VGLT funds › Vanguard Long Term Treasury ET EXIT 0.0% -0.0% 0.0 0 -6,460 0
KTOS funds › Kratos Defense & Sec Solutions EXIT 0.0% -0.0% 0.0 0 -3,069 0
WBS funds › Webster Financial Corp CT EXIT 0.0% -0.0% 0.0 0 -5,206 0
PSX funds › Phillips 66 EXIT 0.0% -0.0% 0.0 0 -1,570 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 1,306 296 0.07 29% 0.014 0.481 in
2026Q1 1,213 291 0.06 27% 0.014 0.481 in
2025Q4 1,195 296 0.05 29% 0.014 0.470 in
2025Q3 1,155 293 0.05 28% 0.014 0.457 in
2025Q2 1,070 292 0.07 28% 0.014 0.460 entered
2025Q1 996 288 0.00 26% 0.014 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