Fund Universe

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☆PRUDENT INVESTORS NETWORK, INC.

CIK 0001766005 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.554
AUM ($M)
516
Positions
87
Turnover
0.18
Top-10 wt
73%
Herfindahl
0.063
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 88 positions · portfolio value $516M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IEF funds › ISHARES TR ADD — 10.7% -0.7% 55.4 585,975 +35,627 5 —
☆EMB funds › ISHARES TR ADD — 10.4% +0.4% 53.7 557,163 +69,785 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F NEW — 9.8% +9.8% 50.7 1,079,613 +1,079,613 1 —
☆IAGG funds › ISHARES TR ADD — 8.6% -0.9% 44.2 872,594 +4,689 5 —
☆IDEV funds › ISHARES TR ADD — 6.9% +0.2% 35.7 400,802 +30,146 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 6.1% +0.7% 31.3 42,443 -197 5 —
☆MTUM funds › ISHARES TR ADD — 6.0% +2.3% 30.8 89,724 +20,583 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 5.3% +0.9% 27.2 507,676 +102,367 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 4.9% +0.4% 25.5 427,991 +42,055 3 —
☆VO funds › VANGUARD INDEX FDS ADD — 4.7% +0.2% 24.5 303,890 +230,904 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 3.2% +0.8% 16.4 283,778 +62,822 2 —
☆AIQ funds › GLOBAL X FDS ADD — 3.1% +0.7% 16.2 246,460 +10,965 5 —
☆BOND funds › PIMCO ETF TR TRIM — 2.3% -10.0% 11.7 126,871 -481,338 5 —
☆AMZN funds › AMAZON COM INC TRIM — 2.2% -0.2% 11.5 48,319 -4,579 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 2.2% -2.0% 11.2 210,982 -101,303 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 1.9% +0.1% 10.0 63,088 +5,202 5 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 1.8% +0.1% 9.5 114,755 +15,461 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.9% -0.9% 4.6 12,258 -10,166 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 0.8% -1.3% 4.4 96,380 -118,503 5 —
☆SGOV funds › ISHARES TR ADD — 0.7% +0.2% 3.7 36,975 +13,143 5 —
☆EMBD funds › GLOBAL X FDS TRIM — 0.7% -1.1% 3.4 141,100 -212,281 5 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.0% 3.3 11,368 +656 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.0% 1.6 7,856 +350 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.2% +0.1% 1.3 3,692 +80 5 —
☆TSLA funds › TESLA INC HOLD — 0.2% +0.0% 1.1 2,572 +0 4 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 1.1 31,942 +6,338 5 —
☆IYW funds › ISHARES TR HOLD — 0.2% +0.0% 0.9 3,715 +0 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.9 3,636 +209 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% +0.0% 0.9 2,698 +110 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% +0.0% 0.9 722 -85 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.2% +0.0% 0.8 398 -16 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.2% +0.1% 0.8 16,103 +10,731 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.1% -0.1% 0.8 2,055 -2,058 4 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.7 21,279 +5,761 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.1% 0.7 3,052 -3,094 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.7 1,208 +1,208 1 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.7 1,924 +62 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% +0.0% 0.6 8,724 +2,947 4 —
☆IUSV funds › ISHARES TR HOLD — 0.1% -0.0% 0.6 5,577 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.1% 0.6 13,311 -11,867 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.6 6,552 +5,209 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.1% 0.6 4,036 -1,043 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.5 570 -48 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 2,367 -50 4 —
☆SHYG funds › ISHARES TR TRIM — 0.1% -0.1% 0.5 11,990 -11,417 3 —
☆USFR funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.5 9,936 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 0.5 958 -27 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 0.5 1,377 +100 4 —
☆IVV funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 610 -195 4 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.4 3,400 +3,400 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC NEW — 0.1% +0.1% 0.4 3,122 +3,122 1 —
☆COWZ funds › PACER FDS TR TRIM — 0.1% -0.1% 0.4 6,659 -7,229 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% -0.1% 0.4 1,118 -352 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.4 1,172 -175 5 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.1% 0.4 3,208 +1,383 2 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 2,407 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.4 386 +0 4 —
☆WMT funds › WALMART INC ADD — 0.1% +0.0% 0.4 3,422 +771 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,611 +1,125 3 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 1,417 +105 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 0.3 956 +69 3 —
☆IFLN funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 0.3 18,523 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 12,086 +1,264 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 0.3 3,560 +102 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 453 +0 3 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.1% -0.0% 0.3 1,216 -32 4 —
☆GOVT funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 13,431 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS NEW — 0.1% +0.1% 0.3 5,875 +5,875 1 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.3 1,503 +0 5 —
☆WAB funds › WABTEC TRIM — 0.1% -0.0% 0.3 1,068 -2 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.3 592 +592 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 905 +905 1 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 0.3 849 -127 5 —
☆MUC funds › BLACKROCK MUNIHLDNGS CALI NEW — 0.0% +0.0% 0.3 23,375 +23,375 1 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.3 846 +48 5 —
☆IWB funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 605 +0 4 —
☆IJR funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,666 -747 2 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.2 6,754 +0 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% +0.0% 0.2 1,000 +0 4 —
☆ENSG funds › ENSIGN GROUP INC HOLD — 0.0% -0.0% 0.2 1,428 +0 5 —
☆SANM funds › SANMINA CORP NEW — 0.0% +0.0% 0.2 892 +892 1 —
☆CTRE funds › CARETRUST REIT INC NEW — 0.0% +0.0% 0.2 5,385 +5,385 1 —
☆WFC funds › WELLS FARGO & CO NEW — 0.0% +0.0% 0.2 2,600 +2,600 1 —
☆IYF funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,673 +1,673 1 —
☆VV funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 620 +620 1 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 0.2 767 +767 1 —
☆CUSIP:595017AF1 funds › MICROCHIP TECHNOLOGY INC. HOLD — 0.0% +0.0% 0.0 10,000 +0 3 —
☆IWS funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,432 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 516 87 0.18 73% 0.063 0.553 — in
2026Q1 459 74 0.31 73% 0.067 0.299 — in
2025Q4 436 73 0.09 75% 0.071 0.692 — in
2025Q3 408 68 0.02 72% 0.064 0.771 — in
2025Q2 371 59 0.04 72% 0.064 0.771 — entered
2025Q1 351 62 0.00 71% 0.063 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