Fund Universe

LAKE STREET PRIVATE WEALTH, LLC

CIK 0001772031 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.444
AUM ($M)
874
Positions
275
Turnover
0.08
Top-10 wt
33%
Herfindahl
0.019
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 290 positions · portfolio value $874M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTV funds › VANGUARD INDEX FDS ADD 6.6% +0.0% 57.5 263,720 +1,980 5
AAPL funds › APPLE INC TRIM 5.1% +0.0% 44.8 154,772 -3,396 5
NVDA funds › NVIDIA CORPORATION TRIM 4.9% +0.1% 43.0 215,118 -3,075 5
VUG funds › VANGUARD INDEX FDS ADD 4.8% +0.3% 41.8 484,778 +403,815 5
QQQ funds › INVESCO QQQ TR ADD 2.3% +0.3% 19.9 26,985 +100 5
FTSM funds › FIRST TR EXCHANGE-TRADED FD ADD 2.0% -0.2% 17.9 299,101 +5,532 5
AMZN funds › AMAZON COM INC TRIM 1.9% +0.0% 17.0 71,409 -232 5
BAR funds › GRANITESHARES GOLD TR ADD 1.8% -0.5% 16.1 408,474 +1,002 5
MSFT funds › MICROSOFT CORP TRIM 1.8% -0.2% 15.9 42,653 -45 5
IJH funds › ISHARES TR ADD 1.7% +0.0% 14.9 193,849 +241 5
GOOGL funds › ALPHABET INC TRIM 1.6% +0.1% 14.4 40,246 -694 5
PSQO funds › PALMER SQUARE FUNDS TR TRIM 1.6% -0.3% 13.8 669,005 -55,764 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 1.5% +0.6% 12.8 16,719 -300 5
GOOG funds › ALPHABET INC TRIM 1.5% +0.1% 12.7 36,060 -586 5
IJT funds › ISHARES TR ADD 1.4% +0.1% 12.2 68,525 +175 5
AVGO funds › BROADCOM INC ADD 1.4% +0.5% 12.0 31,678 +9,502 5
PYLD funds › PIMCO ETF TR TRIM 1.4% -0.2% 11.8 445,882 -24,002 5
IEMG funds › ISHARES INC ADD 1.4% +0.1% 11.8 142,684 +304 5
IJS funds › ISHARES TR ADD 1.3% +0.1% 11.7 85,450 +360 5
GSY funds › INVESCO ACTIVELY MANAGED EXC ADD 1.3% -0.1% 11.3 224,985 +14,675 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 1.3% +0.1% 11.0 10,870 -5 5
EWJ funds › ISHARES INC ADD 1.2% -0.0% 10.7 114,467 +854 5
UNH funds › UNITEDHEALTH GROUP INC ADD 1.2% +0.3% 10.3 24,723 +33 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.1% -0.0% 9.6 29,272 -1,189 5
SNOW funds › SNOWFLAKE INC TRIM 1.0% +0.4% 9.1 35,943 -38 5
EMB funds › ISHARES TR ADD 1.0% -0.1% 9.0 93,688 +2,041 5
ABBV funds › ABBVIE INC TRIM 1.0% +0.0% 8.6 34,175 -595 5
MCHI funds › ISHARES TR TRIM 1.0% -0.3% 8.5 165,776 -6,383 5
META funds › META PLATFORMS INC TRIM 0.9% -0.1% 7.7 13,638 -160 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.9% -0.2% 7.5 8,039 -117 5
RQI funds › COHEN & STEERS QUALITY INCOM ADD 0.9% -0.0% 7.4 604,250 +20,788 5
LLY funds › ELI LILLY & CO TRIM 0.8% +0.1% 7.3 6,078 -16 5
CVX funds › CHEVRON CORPORATION TRIM 0.8% -0.3% 7.2 43,630 -696 5
IVV funds › ISHARES TR TRIM 0.8% -0.0% 7.1 9,505 -373 5
EWY funds › ISHARES INC ADD 0.8% +0.3% 7.1 35,011 +966 2
FTSL funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.8% -0.1% 7.0 157,228 -2,707 5
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.8% -0.0% 6.9 77,775 +1,486 5
BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM 0.8% -0.0% 6.9 50,929 -2,921 5
VOO funds › VANGUARD INDEX FDS ADD 0.8% +0.1% 6.7 9,814 +1,180 5
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.8% -0.1% 6.7 117,781 -2,836 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.7% -0.3% 6.4 55,062 -1,656 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.7% -0.1% 6.3 29,537 -2,498 5
HIMS funds › HIMS & HERS HEALTH INC TRIM 0.7% +0.2% 6.1 177,348 -28,555 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.7% -0.1% 6.1 84,027 +371 5
BX funds › BLACKSTONE INC ADD 0.7% -0.0% 5.8 48,882 +1,758 5
LNG funds › CHENIERE ENERGY INC TRIM 0.7% -0.2% 5.7 24,055 -553 5
AXON funds › AXON ENTERPRISE INC ADD 0.6% +0.1% 5.3 9,496 +317 5
BA funds › BOEING CO ADD 0.6% +0.0% 5.2 24,043 +1,071 5
FDX funds › FEDEX CORP TRIM 0.6% -0.2% 5.2 16,458 -264 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.6% +0.3% 5.2 8,871 -1,294 5
NZF funds › NUVEEN MUN CR INCOME FD ADD 0.6% +0.0% 5.1 404,250 +37,300 5
AMJB funds › JPMORGAN CHASE FINL CO LLC TRIM 0.6% -0.1% 4.9 142,795 -4,215 5
HYT funds › BLACKROCK CORPOR HI YLD FD I ADD 0.6% +0.1% 4.9 571,275 +151,800 5
VST funds › VISTRA CORP TRIM 0.5% -0.0% 4.8 30,256 -179 4
TDTT funds › FLEXSHARES TR TRIM 0.5% -0.1% 4.8 200,569 -8,053 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.5% -0.3% 4.8 9,362 -255 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM 0.5% -0.1% 4.7 76,401 -8,506 5
VTI funds › VANGUARD INDEX FDS HOLD 0.5% +0.0% 4.6 12,301 +0 5
AMLP funds › ALPS ETF TR TRIM ETP 0.5% -0.1% 4.5 86,946 -1,701 5
HOOD funds › ROBINHOOD MKTS INC ADD 0.5% +0.1% 4.4 43,785 +775 2
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.2% 4.4 10,078 -921 5
V funds › VISA INC TRIM 0.5% +0.0% 4.2 12,354 -34 5
AGG funds › ISHARES TR TRIM 0.5% -0.1% 4.1 41,257 -1,151 5
ULTA funds › ULTA BEAUTY INC HOLD 0.5% -0.1% 4.0 8,969 +0 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.5% +0.2% 4.0 11,790 -925 5
MU funds › MICRON TECHNOLOGY INC NEW 0.4% +0.4% 3.5 3,034 +3,034 1
CUSIP:060505682 funds › BANK OF AMER CORP TRIM 0.4% -0.0% 3.5 2,780 -96 5
FPE funds › FIRST TR EXCH TRADED FD III ADD 0.4% -0.0% 3.2 179,821 +4,608 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.4% +0.0% 3.2 4,270 -65 5
CRWV funds › COREWEAVE INC ADD 0.3% +0.3% 3.0 30,468 +26,238 4
VO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 3.0 36,888 +27,666 3
INTC funds › INTEL CORP TRIM 0.3% +0.2% 2.9 20,955 -337 5
FMB funds › FIRST TR EXCH TRADED FD III TRIM 0.3% -0.2% 2.9 56,500 -27,000 5
IQLT funds › ISHARES TR ADD 0.3% -0.0% 2.6 53,325 +731 5
LQD funds › ISHARES TR TRIM 0.3% -0.0% 2.6 23,945 -626 5
TAXX funds › BONDBLOXX ETF TRUST ADD 0.3% +0.0% 2.5 48,327 +5,207 5
STWD funds › STARWOOD PPTY TR INC ADD 0.3% +0.0% 2.4 147,175 +43,725 5
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 0.3% +0.0% 2.4 46,743 +6,630 5
IYW funds › ISHARES TR TRIM 0.3% +0.1% 2.3 9,258 -17 5
TLT funds › ISHARES TR TRIM 0.3% -0.0% 2.2 25,848 -231 5
VB funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 2.2 7,219 +243 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.2% +0.0% 2.1 35,673 +479 5
EELV funds › INVESCO EXCH TRADED FD TR II ADD 0.2% -0.0% 2.1 76,133 +3,037 5
BAC funds › BANK OF AMER CORP ADD 0.2% +0.0% 2.1 36,593 +250 5
IALT funds › BLACKROCK ETF TRUST ADD 0.2% +0.0% 2.1 73,749 +12,949 2
MCD funds › MCDONALDS CORP TRIM 0.2% -0.1% 1.9 7,156 -449 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 1.9 6,845 +33 5
ALLW funds › SSGA ACTIVE TR ADD 0.2% +0.0% 1.9 64,944 +9,944 2
JIRE funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% -0.0% 1.9 22,788 +179 5
WMT funds › WALMART INC TRIM 0.2% -0.1% 1.8 16,272 -315 5
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.2% +0.0% 1.8 61,200 +0 3
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.2% -0.0% 1.7 7,337 -26 5
CSQ funds › CALAMOS STRATEGIC TOTAL RETU ADD 0.2% +0.0% 1.7 84,348 +10,100 5
TER funds › TERADYNE INC TRIM 0.2% +0.0% 1.7 3,525 -405 5
TSLA funds › TESLA INC ADD 0.2% +0.0% 1.7 3,959 +327 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.2% -0.1% 1.7 6,535 -1,733 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.2% +0.0% 1.6 22,672 +394 5
ARM funds › ARM HOLDINGS PLC TRIM 0.2% +0.1% 1.6 4,531 -879 5
VXF funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 1.5 6,245 +120 5
MUST funds › COLUMBIA ETF TR I ADD 0.2% -0.0% 1.4 67,556 +68 5
NTAP funds › NETAPP INC HOLD 0.2% +0.0% 1.4 9,079 +0 4
COWZ funds › PACER FDS TR ADD 0.2% -0.0% 1.3 21,518 +746 5
JBND funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% -0.0% 1.3 24,616 +2,577 4
VIOO funds › VANGUARD ADMIRAL FDS INC TRIM 0.1% +0.0% 1.3 9,510 -128 5
VGT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.3 10,882 +9,757 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 1.3 30,148 +3,327 5
QUAL funds › ISHARES TR TRIM 0.1% -0.0% 1.2 5,635 -643 5
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 1.2 6,684 -310 5
MPT funds › MEDICAL PROPERTIES TRUST INC ADD 0.1% -0.0% 1.2 257,500 +6,000 5
JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 1.2 11,784 -3,832 5
ICOW funds › PACER FDS TR ADD 0.1% -0.0% 1.2 27,873 +1,207 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 1.2 2,301 -82 5
ASML funds › ASML HLDG NV ADD 0.1% +0.0% 1.1 577 +37 5
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 1.1 9,758 -724 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.0% 1.1 8,368 +3 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 1.1 3,113 -599 5
FXH funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 1.1 8,715 +535 5
HGER funds › HARBOR ETF TRUST ADD 0.1% -0.0% 1.1 36,037 +3,583 5
CALF funds › PACER FDS TR ADD 0.1% +0.0% 1.1 20,780 +16 5
FBT funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 1.0 4,177 +490 5
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.1% -0.0% 1.0 30,623 +2,482 5
NFLX funds › NETFLIX INC. ADD 0.1% -0.1% 1.0 14,023 +224 5
GLW funds › CORNING INC NEW 0.1% +0.1% 1.0 3,809 +3,809 1
XLRE funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 1.0 21,819 +1,105 5
SDY funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.9 6,150 +1 5
JUSA funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.9 13,746 +13,746 1
ITA funds › ISHARES TR ADD 0.1% -0.0% 0.9 3,800 +1 5
VBR funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.9 3,750 +1 5
BLK funds › BLACKROCK INC TRIM 0.1% -0.0% 0.9 945 -21 5
JAVA funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.9 11,329 -3,803 5
BITB funds › BITWISE BITCOIN ETF TR TRIM 0.1% -0.1% 0.9 28,153 -11,762 5
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% +0.0% 0.9 7,183 -377 3
GBCI funds › GLACIER BANCORP INC NEW TRIM 0.1% +0.0% 0.9 16,700 -500 5
CMDY funds › ISHARES U S ETF TR TRIM 0.1% -0.0% 0.8 14,663 -1 5
OHI funds › OMEGA HEALTHCARE INVS INC ADD 0.1% -0.0% 0.8 16,050 +175 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.8 4,808 +50 5
XLI funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.8 4,117 +1,056 5
SHOP funds › SHOPIFY INC ADD 0.1% +0.0% 0.8 6,580 +1,170 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 0.7 1 +0 5
WMB funds › WILLIAMS COS INC TRIM 0.1% -0.0% 0.7 10,032 -403 5
WELL funds › WELLTOWER INC ADD 0.1% +0.0% 0.7 3,221 +54 5
WING funds › WINGSTOP INC ADD 0.1% +0.0% 0.7 4,200 +1,760 5
DIVO funds › AMPLIFY ETF TR ADD 0.1% -0.0% 0.7 15,337 +1,015 5
JCPB funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.7 14,912 -2,706 5
TGT funds › TARGET CORP TRIM 0.1% -0.0% 0.7 5,348 -657 5
CMI funds › CUMMINS INC TRIM 0.1% +0.0% 0.7 954 -2 5
JEMA funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.7 10,385 -1,306 5
JMOM funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% +0.0% 0.7 7,750 -948 5
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 0.6 5,051 -33 5
ETN funds › EATON CORP PLC TRIM 0.1% +0.0% 0.6 1,520 -46 5
IWR funds › ISHARES TR ADD 0.1% +0.0% 0.6 5,748 +420 5
MMM funds › 3M CO TRIM 0.1% -0.0% 0.6 3,863 -469 5
BBEU funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% -0.0% 0.6 7,980 +0 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.1% -0.0% 0.6 19,354 -401 5
VTR funds › VENTAS INC TRIM 0.1% -0.0% 0.6 6,950 -100 5
PCMM funds › BONDBLOXX ETF TRUST TRIM 0.1% -0.0% 0.6 12,285 -1,692 5
ET funds › ENERGY TRANSFER L P ADD 0.1% -0.0% 0.6 32,032 +85 5
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.0% 0.6 844 +94 2
KWEB funds › KRANESHARES TRUST ADD 0.1% +0.0% 0.6 24,469 +17,433 2
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.0% 0.6 1,758 +80 5
DE funds › DEERE & CO ADD 0.1% +0.0% 0.6 935 +7 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.1% -0.0% 0.6 2,646 -75 5
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 0.6 6,591 +191 5
NBIS funds › NEBIUS GROUP N.V. TRIM 0.1% +0.0% 0.6 2,090 -160 4
IXUS funds › ISHARES TR NEW 0.1% +0.1% 0.6 6,029 +6,029 1
IVW funds › ISHARES TR TRIM 0.1% +0.0% 0.6 4,116 -13 5
XLF funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.6 10,387 -168 5
IWD funds › ISHARES TR ADD 0.1% +0.0% 0.6 2,276 +6 5
JGLO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.5 7,673 -5,249 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 0.5 6,404 +62 5
JIVE funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.5 5,739 +1,181 4
GLOF funds › ISHARES TR TRIM 0.1% -0.0% 0.5 8,952 -553 5
SCZ funds › ISHARES TR ADD 0.1% -0.0% 0.5 6,361 +49 5
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.5 11,504 +4,424 3
IAU funds › ISHARES GOLD TR TRIM 0.1% -0.0% 0.5 6,861 -152 5
TJX funds › TJX COS INC NEW HOLD 0.1% -0.0% 0.5 3,418 +0 5
VIS funds › VANGUARD WORLD FD ADD 0.1% +0.0% 0.5 1,422 +44 5
IEFA funds › ISHARES TR ADD 0.1% -0.0% 0.5 5,188 +93 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 0.5 3,444 -28 5
RTX funds › RTX CORPORATION TRIM 0.1% -0.0% 0.5 2,582 -131 5
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 0.5 3,299 +314 5
VOE funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 0.5 2,419 +1 5
XLY funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.5 4,069 +74 5
DUK funds › DUKE ENERGY CORP NEW HOLD 0.1% -0.0% 0.5 3,737 +0 5
ETHA funds › ISHARES ETHEREUM TR ADD 0.1% -0.0% 0.5 38,250 +5,000 3
VOT funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 1,482 +3 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.1% -0.0% 0.5 463 -36 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.1% +0.0% 0.4 2,299 -513 2
LPTH funds › LIGHTPATH TECHNOLOGIES INC ADD 0.0% +0.0% 0.4 26,700 +6,700 3
DLR funds › DIGITAL RLTY TR INC ADD 0.0% -0.0% 0.4 2,393 +52 5
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 4,194 +34 5
NANC funds › TIDAL TRUST I ADD 0.0% +0.0% 0.4 8,421 +3,191 5
CSX funds › CSX CORP ADD 0.0% +0.0% 0.4 8,658 +100 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.4 7,550 +502 5
XLP funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.4 4,781 +4,781 1
JIG funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% +0.0% 0.4 4,525 -206 4
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.4 1,310 -161 5
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC HOLD 0.0% -0.0% 0.4 6,409 +0 5
XLC funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.4 3,651 -129 5
CAT funds › CATERPILLAR INC ADD 0.0% +0.0% 0.4 362 +25 4
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 0.4 967 -5 5
RKLB funds › ROCKET LAB CORP NEW 0.0% +0.0% 0.4 3,708 +3,708 1
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.0% -0.0% 0.4 4,054 -819 5
DBMF funds › LITMAN GREGORY FDS TR ADD 0.0% -0.0% 0.4 11,997 +81 5
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.0% -0.0% 0.4 1,471 -54 5
SYF funds › SYNCHRONY FINANCIAL TRIM 0.0% -0.0% 0.4 4,760 -125 5
PWR funds › QUANTA SVCS INC HOLD 0.0% +0.0% 0.4 500 +0 4
DHI funds › D R HORTON INC TRIM 0.0% +0.0% 0.4 2,191 -84 5
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.4 2,411 -364 5
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.4 998 +41 5
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.4 1,296 -50 5
AMGN funds › AMGEN INC TRIM 0.0% -0.0% 0.3 960 -63 5
KO funds › COCA COLA CO TRIM 0.0% -0.0% 0.3 4,248 -336 5
URI funds › UNITED RENTALS INC ADD 0.0% +0.0% 0.3 300 +4 5
EFA funds › ISHARES TR ADD 0.0% -0.0% 0.3 3,232 +3 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.0% -0.0% 0.3 2,077 +1 5
QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.0% +0.0% 0.3 980 -57 5
APH funds › AMPHENOL CORP HOLD 0.0% +0.0% 0.3 1,848 +0 4
IWF funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,616 +1,959 5
SLV funds › ISHARES SILVER TR ADD 0.0% -0.0% 0.3 5,971 +196 3
AJG funds › GALLAGHER ARTHUR J & CO HOLD 0.0% -0.0% 0.3 1,387 +0 5
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.0% +0.0% 0.3 17,728 +6,040 4
ACWI funds › ISHARES TR ADD 0.0% +0.0% 0.3 2,019 +9 2
NOBL funds › PROSHARES TR ADD 0.0% -0.0% 0.3 5,620 +2,603 5
ESGD funds › ISHARES TR ADD 0.0% -0.0% 0.3 3,014 +47 5
HACK funds › AMPLIFY ETF TR TRIM 0.0% +0.0% 0.3 2,942 -138 5
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 0.3 6,711 +6,711 1
ANET funds › ARISTA NETWORKS INC TRIM 0.0% +0.0% 0.3 1,775 -24 4
DLN funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.3 3,122 -134 5
VDC funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.3 1,326 +134 5
PCTY funds › PAYLOCITY HLDG CORP HOLD 0.0% -0.0% 0.3 2,851 +0 5
LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM 0.0% -0.1% 0.3 5,650 -4,455 5
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.3 1,935 +1,935 1
MNST funds › MONSTER BEVERAGE CORP NEW HOLD 0.0% +0.0% 0.3 3,000 +0 4
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.0% -0.0% 0.3 3,629 +332 3
VPU funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.3 1,448 +1,448 1
PKG funds › PACKAGING CORP AMER HOLD 0.0% +0.0% 0.3 1,179 +0 5
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.3 5,500 +500 2
ALL funds › ALLSTATE CORP TRIM 0.0% -0.6% 0.3 1,159 -24,458 5
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.3 3,036 -2,370 5
IYY funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,510 +0 5
IWO funds › ISHARES TR HOLD 0.0% +0.0% 0.3 694 +0 5
PFG funds › PRINCIPAL FINANCIAL GROUP IN TRIM 0.0% +0.0% 0.3 2,526 -103 5
COHR funds › COHERENT CORP NEW 0.0% +0.0% 0.3 690 +690 1
IONQ funds › IONQ INC NEW 0.0% +0.0% 0.3 5,100 +5,100 1
TXN funds › TEXAS INSTRS INC TRIM 0.0% +0.0% 0.3 902 -252 5
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.3 718 +718 1
APLD funds › APPLIED DIGITAL CORP TRIM 0.0% +0.0% 0.3 7,170 -1,280 5
FITB funds › FIFTH THIRD BANCORP HOLD 0.0% +0.0% 0.3 4,663 +0 3
GLD funds › SPDR GOLD TR ADD 0.0% -0.0% 0.3 692 +58 4
LULU funds › LULULEMON ATHLETICA INC ADD 0.0% -0.0% 0.3 2,225 +173 5
DGX funds › QUEST DIAGNOSTICS INC HOLD 0.0% -0.0% 0.2 1,165 +0 4
EMXC funds › ISHARES INC NEW 0.0% +0.0% 0.2 2,419 +2,419 1
CTAS funds › CINTAS CORP HOLD 0.0% -0.0% 0.2 1,408 +0 5
OKLO funds › OKLO INC TRIM 0.0% -0.0% 0.2 4,575 -340 2
DG funds › DOLLAR GEN CORP HOLD 0.0% -0.0% 0.2 2,057 +0 5
ISRG funds › INTUITIVE SURGICAL INC NEW 0.0% +0.0% 0.2 591 +591 1
ROST funds › ROSS STORES INC NEW 0.0% +0.0% 0.2 1,071 +1,071 1
ZS funds › ZSCALER INC TRIM 0.0% -0.0% 0.2 1,615 -295 5
FCX funds › FREEPORT MCMORAN INC HOLD 0.0% -0.0% 0.2 3,504 +0 2
PGR funds › PROGRESSIVE CORP NEW 0.0% +0.0% 0.2 1,007 +1,007 1
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.2 2,286 -211 5
GSEW funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.2 2,289 +2,289 1
PLD funds › PROLOGIS INC. TRIM 0.0% -0.0% 0.2 1,584 -1 2
IWV funds › ISHARES TR NEW 0.0% +0.0% 0.2 499 +499 1
MBB funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,245 +15 5
BIL funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.2 2,306 +19 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 0.2 414 -16 4
PNC funds › PNC FINL SVCS GROUP INC NEW 0.0% +0.0% 0.2 839 +839 1
EXC funds › EXELON CORP HOLD 0.0% -0.0% 0.2 4,414 +0 2
ED funds › CONSOLIDATED EDISON INC ADD 0.0% -0.0% 0.2 1,852 +30 2
RXST funds › RXSIGHT INC HOLD 0.0% -0.0% 0.1 30,515 +0 4
CGC funds › CANOPY GROWTH CORPORATION ADD 0.0% +0.0% 0.1 141,900 +26,850 5
EOSE funds › EOS ENERGY ENTERPRISES INC HOLD 0.0% +0.0% 0.1 14,630 +0 5
CUSIP:92891H606 funds › VS TRUST NEW 0.0% +0.0% 0.1 20,000 +20,000 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -6,740 0
VEU funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.0% 0.0 0 -2,762 0
PIPR funds › PIPER SANDLER COMPANIES EXIT 0.0% -0.0% 0.0 0 -116 0
MO funds › ALTRIA GROUP INC EXIT 0.0% -0.5% 0.0 0 -57,015 0
LOW funds › LOWES COS INC EXIT 0.0% -0.0% 0.0 0 -959 0
TMUS funds › T-MOBILE US INC EXIT 0.0% -0.0% 0.0 0 -1,091 0
MCK funds › MCKESSON CORP EXIT 0.0% -0.0% 0.0 0 -243 0
AZN funds › ASTRAZENECA PLC EXIT 0.0% -0.0% 0.0 0 -56 0
LMT funds › LOCKHEED MARTIN CORP EXIT 0.0% -0.0% 0.0 0 -403 0
SPG funds › SIMON PPTY GROUP INC NEW EXIT 0.0% -0.0% 0.0 0 -1,161 0
SBET funds › SHARPLINK INC EXIT 0.0% -0.0% 0.0 0 -100 0
PFE funds › PFIZER INC EXIT 0.0% -0.0% 0.0 0 -7,261 0
CUSIP:74347Y797 funds › PROSHARES TR II EXIT 0.0% -0.0% 0.0 0 -30,000 0
PSX funds › PHILLIPS 66 EXIT 0.0% -0.0% 0.0 0 -1,151 0
OTF funds › BLUE OWL TECHNOLOGY FIN CORP EXIT 0.0% -0.0% 0.0 0 -3,218 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 874 275 0.08 33% 0.019 0.441 in
2026Q1 785 270 0.12 33% 0.019 0.370 in
2025Q4 817 278 0.06 35% 0.020 0.450 in
2025Q3 776 277 0.05 34% 0.019 0.454 in
2025Q2 703 256 0.10 34% 0.019 0.379 entered
2025Q1 614 246 0.00 33% 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