Fund Universe

NATURAL INVESTMENTS, LLC

CIK 0001800245 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.299
AUM ($M)
455
Positions
301
Turnover
0.11
Top-10 wt
36%
Herfindahl
0.019
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 320 positions · portfolio value $455M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC ADD 7.5% +0.2% 34.0 117,657 +2,030 5
NVDA funds › NVIDIA CORPORATION ADD 5.1% +0.3% 23.2 115,946 +5,033 5
MSFT funds › MICROSOFT CORP ADD 4.0% -0.3% 18.3 49,008 +1,327 5
VEGN funds › ETF SER SOLUTIONS ADD 3.8% +1.0% 17.2 209,479 +10,214 3
GOOGL funds › ALPHABET INC ADD 3.0% +0.4% 13.4 37,638 +1,897 3
JSTC funds › TIDAL TRUST I TRIM 2.9% +0.1% 13.1 573,564 -5,883 3
DSI funds › ISHARES TR TRIM 2.8% -0.2% 12.6 88,429 -9,420 3
CHGX funds › EA SERIES TRUST ADD 2.7% +0.6% 12.3 369,592 +54,716 3
VGSR funds › MANAGER DIRECTED PORTFOLIOS ADD 2.2% +0.1% 10.0 880,979 +68,736 3
GRNB funds › VANECK ETF TRUST ADD 1.9% +0.1% 8.6 355,772 +59,207 3
ABBV funds › ABBVIE INC ADD 1.8% +0.1% 8.4 33,331 +904 5
NXTE funds › INVESTMENT MANAGERS SER TR I TRIM 1.7% +0.2% 7.7 141,248 -15,303 3
HASI funds › HA SUSTAINABLE INFRA CAP INC TRIM 1.7% -0.2% 7.5 193,258 -8,831 5
HD funds › HOME DEPOT INC ADD 1.5% +0.0% 6.7 19,131 +1,348 5
LLY funds › ELI LILLY & CO ADD 1.5% +0.2% 6.7 5,609 +111 5
JPM funds › JPMORGAN CHASE & CO ADD 1.2% +0.0% 5.6 17,036 +490 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 1.2% -0.5% 5.5 11,518 -9,508 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 1.2% -0.1% 5.2 7 +0 5
PANW funds › PALO ALTO NETWORKS INC TRIM 1.1% +0.5% 5.2 15,212 -2,174 3
OWNS funds › TIDAL TRUST III ADD 1.1% +0.0% 5.1 295,066 +38,657 3
MA funds › MASTERCARD INCORPORATED ADD 1.0% -0.0% 4.4 8,532 +595 5
GOOG funds › ALPHABET INC ADD 1.0% +0.1% 4.3 12,260 +578 5
ASML funds › ASML HLDG NV TRIM 0.9% -0.1% 3.9 1,950 -1,086 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.9% +0.0% 3.9 4,144 +803 5
ETHO funds › AMPLIFY ETF TR TRIM 0.8% +0.0% 3.5 43,995 -1,287 3
PG funds › PROCTER & GAMBLE CO ADD 0.8% -0.0% 3.5 23,677 +978 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.8% +0.6% 3.4 5,900 +3,009 5
ABT funds › ABBOTT LABORATORIES ADD 0.7% -0.2% 3.2 35,541 +71 5
BEPC funds › BROOKFIELD RENEWABLE CORP TRIM 0.6% -0.1% 2.9 79,241 -575 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.6% +0.3% 2.9 3,894 +1,736 5
AXP funds › AMERICAN EXPRESS CO ADD 0.6% +0.0% 2.9 8,506 +175 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.6% -0.0% 2.7 25,520 -859 5
V funds › VISA INC ADD 0.6% +0.0% 2.6 7,586 +459 5
CVMC funds › MORGAN STANLEY ETF TRUST ADD 0.6% +0.1% 2.5 33,504 +2,124 3
AZN funds › ASTRAZENECA PLC NEW 0.6% +0.6% 2.5 13,360 +13,360 1
ETN funds › EATON CORP PLC ADD 0.6% +0.0% 2.5 5,929 +64 5
JNJ funds › JOHNSON & JOHNSON ADD 0.5% +0.0% 2.4 9,613 +1,007 5
UL funds › UNILEVER PLC ADD 0.5% -0.0% 2.3 37,894 +23 3
ECL funds › ECOLAB INC ADD 0.5% -0.0% 2.2 8,021 +14 5
UNP funds › UNION PAC CORP ADD 0.5% +0.1% 2.1 7,832 +1,072 5
LRCX funds › LAM RESEARCH CORP ADD 0.4% +0.2% 2.0 4,717 +684 5
AVGO funds › BROADCOM INC ADD 0.4% +0.1% 2.0 5,412 +310 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.4% +0.0% 2.0 8,232 +84 5
MRK funds › MERCK & CO INC ADD 0.4% +0.0% 2.0 15,454 +865 5
PLD funds › PROLOGIS INC. ADD 0.4% +0.0% 1.9 14,349 +1,733 5
FTSD funds › FRANKLIN ETF TR ADD 0.4% -0.0% 1.9 20,933 +818 5
CSCO funds › CISCO SYS INC ADD 0.4% +0.1% 1.9 16,082 +510 5
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.4% -0.2% 1.9 3,786 -1,807 5
AWK funds › AMERICAN WTR WKS CO INC NEW TRIM 0.4% -0.1% 1.8 14,038 -535 5
LIN funds › LINDE PLC TRIM 0.4% -0.4% 1.8 3,468 -3,086 5
FSLR funds › FIRST SOLAR INC ADD 0.4% +0.1% 1.8 7,536 +1,062 5
INTC funds › INTEL CORP TRIM 0.4% +0.3% 1.8 12,717 -37 5
NUDM funds › NUSHARES ETF TR ADD 0.4% +0.1% 1.7 43,327 +16,838 3
XYL funds › XYLEM INC TRIM 0.4% -0.1% 1.7 14,557 -695 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.4% -0.0% 1.7 5,170 -136 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.4% +0.0% 1.7 6,050 +213 5
EHC funds › ENCOMPASS HEALTH CORP ADD 0.4% -0.0% 1.7 16,818 +616 5
DE funds › DEERE & CO ADD 0.4% +0.1% 1.7 2,630 +358 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.4% +0.1% 1.7 3,336 +844 2
PEP funds › PEPSICO INC TRIM 0.4% -0.2% 1.6 11,834 -1,394 5
AMT funds › AMERICAN TOWER CORP ADD 0.3% -0.1% 1.6 9,674 +75 5
SHOP funds › SHOPIFY INC TRIM 0.3% -0.1% 1.6 13,600 -2,331 3
WAB funds › WABTEC TRIM 0.3% -0.1% 1.5 5,647 -597 5
NOW funds › SERVICENOW INC TRIM 0.3% -0.1% 1.5 14,928 -1,265 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.3% -0.2% 1.4 11,677 -1,048 5
GLW funds › CORNING INC ADD 0.3% +0.2% 1.4 5,575 +1,334 5
NXT funds › NEXTPOWER INC TRIM 0.3% -0.1% 1.4 11,857 -420 2
AMGN funds › AMGEN INC TRIM 0.3% -0.1% 1.4 3,879 -631 5
AMZN funds › AMAZON COM INC TRIM 0.3% -0.8% 1.4 5,844 -15,422 5
CUSIP:524682200 funds › LEGG MASON ETF INVT ADD 0.3% +0.0% 1.4 16,181 +850 3
GE funds › GE AEROSPACE ADD 0.3% +0.2% 1.4 3,708 +1,862 5
VRSK funds › VERISK ANALYTICS INC ADD 0.3% +0.0% 1.3 7,474 +1,468 5
TXN funds › TEXAS INSTRS INC ADD 0.3% +0.1% 1.3 4,451 +34 5
MMM funds › 3M CO TRIM 0.3% -0.0% 1.3 7,976 -883 5
BAC funds › BANK AMERICA CORP ADD 0.3% +0.0% 1.3 21,992 +2,490 5
PRXG funds › PRAXIS FDS ADD 0.3% +0.0% 1.2 30,936 +1,074 4
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.1% 1.2 1,621 +340 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.3% -0.1% 1.2 2,384 -356 3
GEV funds › GE VERNOVA INC ADD 0.3% +0.1% 1.2 989 +81 5
AMAT funds › APPLIED MATLS INC TRIM 0.3% +0.0% 1.2 1,602 -1,239 5
WFC funds › WELLS FARGO & CO ADD 0.3% +0.1% 1.2 14,022 +5,372 2
BEP funds › BROOKFIELD RENEWABLE ENERGY TRIM 0.3% -0.0% 1.1 32,860 -1,924 5
RNRG funds › GLOBAL X FDS ADD 0.3% -0.0% 1.1 32,048 +2,229 3
EWBC funds › EAST WEST BANCORP INC TRIM 0.2% +0.0% 1.1 8,756 -22 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.2% -0.1% 1.1 2,804 +34 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 1.1 15,045 +552 5
IVV funds › ISHARES TR ADD 0.2% +0.2% 1.1 1,420 +956 3
CB funds › CHUBB LTD SWITZ ADD 0.2% -0.0% 1.1 3,100 +23 5
MSCI funds › MSCI INC ADD 0.2% +0.0% 1.0 1,845 +381 2
RY funds › ROYAL BK CDA TRIM 0.2% +0.0% 1.0 4,935 -82 5
AMAL funds › AMALGAMATED FINANCIAL CORP TRIM 0.2% +0.0% 1.0 22,061 -178 5
APH funds › AMPHENOL CORP TRIM 0.2% -0.0% 1.0 5,739 -1,818 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.2% +0.0% 1.0 4,507 +734 5
USB funds › US BANCORP ADD 0.2% +0.0% 1.0 16,679 +2,435 5
TAN funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 1.0 16,946 -413 3
ALC funds › ALCON AG TRIM 0.2% -0.1% 1.0 14,847 -2,974 5
ADSK funds › AUTODESK INC TRIM 0.2% -0.1% 1.0 5,065 -221 5
SBUX funds › STARBUCKS CORP ADD 0.2% +0.0% 1.0 9,532 +2,023 5
MELI funds › MERCADOLIBRE INC TRIM 0.2% -0.2% 1.0 563 -346 5
URI funds › UNITED RENTALS INC TRIM 0.2% +0.1% 1.0 844 -8 5
KLAC funds › KLA CORP ADD 0.2% +0.1% 0.9 3,088 +2,789 5
GILD funds › GILEAD SCIENCES INC ADD 0.2% -0.0% 0.9 7,354 +282 5
SUSA funds › ISHARES TR ADD 0.2% +0.0% 0.9 6,008 +820 3
CUSIP:920253101 funds › VALMONT INDS INC ADD 0.2% +0.1% 0.9 1,563 +1,008 2
SYK funds › STRYKER CORPORATION ADD 0.2% -0.0% 0.9 2,789 +34 5
CMG funds › CHIPOTLE MEXICAN GRILL INC ADD 0.2% +0.0% 0.9 25,496 +3,044 5
ICLN funds › ISHARES TR ADD 0.2% +0.0% 0.9 42,120 +7,043 3
SHEN funds › SHENANDOAH TELECOMMUNICATION HOLD 0.2% -0.0% 0.9 57,195 +0 5
FIW funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.0% 0.9 7,851 +1,340 3
BBN funds › BLACKROCK TAX MUNICPAL BD TR TRIM 0.2% -0.0% 0.8 52,100 -4,048 5
TJX funds › TJX COS INC NEW TRIM 0.2% -0.1% 0.8 5,554 -2,395 5
ORA funds › ORMAT TECHNOLOGIES INC TRIM 0.2% -0.0% 0.8 7,712 -21 3
HLN funds › HALEON PLC TRIM 0.2% -0.2% 0.8 89,579 -83,397 5
IWD funds › ISHARES TR HOLD 0.2% +0.0% 0.8 3,435 +0 3
TTEK funds › TETRA TECH INC NEW ADD 0.2% +0.0% 0.8 28,409 +6,818 2
NVS funds › NOVARTIS AG ADD 0.2% -0.0% 0.8 5,116 +109 5
VUG funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 0.8 9,255 +7,670 3
NUSC funds › NUSHARES ETF TR ADD 0.2% +0.1% 0.8 15,294 +5,147 3
ALL funds › ALLSTATE CORP ADD 0.2% +0.0% 0.8 3,327 +50 5
TD funds › TORONTO DOMINION BK ONT TRIM 0.2% +0.0% 0.8 6,220 -26 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.2% -0.0% 0.7 2,743 -2 5
NUEM funds › NUSHARES ETF TR ADD 0.2% +0.1% 0.7 16,662 +6,054 3
IWM funds › ISHARES TR ADD 0.2% +0.1% 0.7 2,342 +855 3
DXCM funds › DEXCOM INC ADD 0.2% +0.0% 0.7 10,232 +3,248 2
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.2% -0.1% 0.7 16,067 +206 5
WAT funds › WATERS CORP ADD 0.1% +0.0% 0.7 1,769 +14 5
CINF funds › CINCINNATI FINL CORP ADD 0.1% +0.0% 0.7 3,561 +31 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.0% 0.6 1,294 +29 5
SPYG funds › SPDR SERIES TRUST NEW 0.1% +0.1% 0.6 5,304 +5,304 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.1% +0.0% 0.6 649 -377 4
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.6 14,713 +1,070 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.1% -0.0% 0.6 3,452 +3,319 3
LOW funds › LOWES COS INC ADD 0.1% -0.0% 0.6 2,743 +26 5
HSBC funds › HSBC HLDGS PLC TRIM 0.1% -0.0% 0.6 6,344 -946 5
EQIX funds › EQUINIX INC ADD 0.1% +0.0% 0.6 567 +187 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 0.6 9,974 +774 3
HUT funds › HUT 8 CORP HOLD 0.1% +0.1% 0.6 5,100 +0 3
HYXF funds › ISHARES TR TRIM 0.1% -0.0% 0.6 12,539 -2,203 3
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.1% +0.0% 0.6 6,450 +950 5
CL funds › COLGATE PALMOLIVE CO ADD 0.1% +0.0% 0.6 6,310 +619 5
FLOT funds › ISHARES TR HOLD 0.1% -0.0% 0.6 11,257 +0 3
GPN funds › GLOBAL PMTS INC ADD 0.1% -0.0% 0.6 7,918 +10 3
GL funds › GLOBE LIFE INC ADD 0.1% +0.0% 0.6 3,205 +5 5
CVSB funds › MORGAN STANLEY ETF TRUST ADD 0.1% -0.0% 0.6 11,242 +1,165 3
DELL funds › DELL TECHNOLOGIES INC TRIM 0.1% +0.0% 0.6 1,314 -558 3
DHR funds › DANAHER CORP DEL TRIM 0.1% -0.0% 0.6 2,951 -111 5
NUHY funds › NUSHARES ETF TR ADD 0.1% +0.1% 0.6 26,043 +12,990 3
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.1% -0.0% 0.6 1,109 +24 5
KO funds › COCA COLA CO TRIM 0.1% -0.1% 0.5 6,739 -5,665 5
PGR funds › PROGRESSIVE CORP ADD 0.1% +0.0% 0.5 2,496 +335 5
FGDL funds › FRANKLIN TEMPLETON HOLDINGS HOLD 0.1% -0.0% 0.5 10,101 +0 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 1,453 +13 3
CI funds › THE CIGNA GROUP ADD 0.1% -0.0% 0.5 1,947 +11 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.5 4,729 +77 5
SFM funds › SPROUTS FMRS MKT INC ADD 0.1% -0.0% 0.5 6,120 +50 4
MKC funds › MCCORMICK & CO INC TRIM 0.1% -0.2% 0.5 10,253 -13,429 3
SPGI funds › S&P GLOBAL INC ADD 0.1% -0.0% 0.5 1,259 +63 5
MDLZ funds › MONDELEZ INTL INC ADD 0.1% +0.0% 0.5 8,829 +991 5
OEF funds › ISHARES TR HOLD 0.1% +0.0% 0.5 1,381 +0 5
HDB funds › HDFC BANK LTD TRIM 0.1% -0.2% 0.5 19,510 -36,533 5
QCLN funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% +0.0% 0.5 7,930 -109 3
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.1% 0.5 5,459 -3,818 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 0.5 3,270 -155 5
EVYM funds › MORGAN STANLEY ETF TRUST NEW 0.1% +0.1% 0.5 9,379 +9,379 1
CME funds › CME GROUP INC ADD 0.1% -0.0% 0.5 2,101 +152 5
NDSN funds › NORDSON CORP ADD 0.1% +0.0% 0.5 1,532 +7 5
ADI funds › ANALOG DEVICES INC TRIM 0.1% -0.0% 0.5 1,160 -763 5
PWR funds › QUANTA SVCS INC ADD 0.1% +0.0% 0.5 637 +32 5
CDEI funds › MORGAN STANLEY ETF TRUST TRIM 0.1% -0.0% 0.5 5,017 -400 3
MGK funds › VANGUARD WORLD FD ADD 0.1% +0.0% 0.5 5,160 +4,128 3
SAN funds › BANCO SANTANDER SA ADD 0.1% +0.0% 0.5 32,706 +274 5
IRM funds › IRON MTN INC DEL TRIM 0.1% -0.0% 0.5 3,569 -540 5
PFE funds › PFIZER INC ADD 0.1% +0.0% 0.4 18,680 +10,084 3
CNI funds › CANADIAN NATL RY CO TRIM 0.1% -0.0% 0.4 3,765 -1,437 5
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.1% +0.1% 0.4 1,192 +1,192 1
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.1% +0.0% 0.4 1,568 -123 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.1% -0.0% 0.4 7,650 -242 5
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.1% -0.0% 0.4 4,577 +290 3
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.1% +0.0% 0.4 3,008 +72 4
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.4 379 +379 1
CMCSA funds › COMCAST CORP NEW ADD 0.1% -0.0% 0.4 17,757 +931 5
TRP funds › TC ENERGY CORP HOLD 0.1% -0.0% 0.4 6,250 +0 5
GSK funds › GSK PLC ADD 0.1% -0.0% 0.4 7,726 +211 5
INTU funds › INTUIT ADD 0.1% -0.1% 0.4 1,547 +93 5
TMUS funds › T-MOBILE US INC TRIM 0.1% -0.0% 0.4 2,397 -3 5
APD funds › AIR PRODUCTS AND CHEMICALS I ADD 0.1% -0.0% 0.4 1,359 +1 5
NUDV funds › NUSHARES ETF TR HOLD 0.1% -0.0% 0.4 14,302 +0 3
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 0.4 1,458 +56 5
GWW funds › WW GRAINGER INC ADD 0.1% +0.0% 0.4 288 +99 3
GRID funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% +0.0% 0.4 2,033 -34 3
CRM funds › SALESFORCE INC HOLD 0.1% -0.0% 0.4 2,489 +0 5
CUSIP:46137V407 funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% -0.0% 0.4 8,188 +30 3
CUSIP:921910733 funds › VANGUARD WORLD FD ADD 0.1% +0.0% 0.4 2,874 +530 3
WELL funds › WELLTOWER INC ADD 0.1% +0.0% 0.4 1,673 +48 5
META funds › META PLATFORMS INC ADD 0.1% +0.0% 0.4 667 +119 5
CMI funds › CUMMINS INC TRIM 0.1% +0.0% 0.4 526 -46 3
CHD funds › CHURCH & DWIGHT CO INC ADD 0.1% -0.0% 0.4 3,869 +56 5
TBLU funds › TORTOISE CAPITAL SERIES TRUS TRIM 0.1% -0.1% 0.4 7,198 -3,646 3
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.0% 0.4 1,846 -13 5
LYG funds › LLOYDS BANKING GROUP PLC ADD 0.1% +0.0% 0.4 62,531 +1,020 5
A funds › AGILENT TECHNOLOGIES INC ADD 0.1% +0.0% 0.4 2,741 +21 5
IJH funds › ISHARES TR NEW 0.1% +0.1% 0.4 4,695 +4,695 1
EMNT funds › PIMCO ETF TR HOLD 0.1% -0.0% 0.4 3,611 +0 3
DFAC funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 0.4 8,004 -565 3
UBS funds › UBS GROUP AG NEW 0.1% +0.1% 0.4 7,171 +7,171 1
RYN funds › RAYONIER INC ADD 0.1% -0.0% 0.3 16,382 +833 2
COHR funds › COHERENT CORP HOLD 0.1% +0.0% 0.3 874 +0 2
TSLA funds › TESLA INC ADD 0.1% +0.0% 0.3 817 +137 4
MCK funds › MCKESSON CORP ADD 0.1% -0.0% 0.3 451 +10 5
MS funds › MORGAN STANLEY ADD 0.1% +0.0% 0.3 1,635 +35 3
BBEU funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.3 4,367 +4,367 1
NUBD funds › NUSHARES ETF TR HOLD 0.1% -0.0% 0.3 15,300 +0 3
STE funds › STERIS PLC HOLD 0.1% -0.0% 0.3 1,605 +0 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.1% 0.3 2,705 -55 5
ROP funds › ROPER TECHNOLOGIES INC ADD 0.1% +0.0% 0.3 985 +311 3
TEL funds › TE CONNECTIVITY PLC TRIM 0.1% -0.2% 0.3 1,640 -4,216 5
NVO funds › NOVO-NORDISK A S TRIM 0.1% +0.0% 0.3 6,831 -581 5
ROST funds › ROSS STORES INC TRIM 0.1% -0.0% 0.3 1,529 -6 4
ESGU funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,960 +1,960 1
CATH funds › GLOBAL X FDS HOLD 0.1% +0.0% 0.3 3,560 +0 3
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% +0.0% 0.3 938 -139 2
EBAY funds › EBAY INC. TRIM 0.1% +0.0% 0.3 2,791 -129 4
DLR funds › DIGITAL RLTY TR INC ADD 0.1% -0.0% 0.3 1,737 +119 5
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.1% +0.0% 0.3 3,413 +13 3
UBSI funds › UNITED BANKSHARES INC WEST V HOLD 0.1% -0.0% 0.3 6,780 +0 5
UMC funds › UNITED MICROELECTRONICS CORP TRIM 0.1% +0.0% 0.3 11,316 -5,632 5
NVT funds › NVENT ELEC PLC TRIM 0.1% -0.3% 0.3 1,810 -9,438 5
AZO funds › AUTOZONE INC ADD 0.1% -0.0% 0.3 95 +8 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.3 2,013 -3 3
ADBE funds › ADOBE INC TRIM 0.1% -0.0% 0.3 1,446 -66 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% -0.1% 0.3 711 -1,501 5
CP funds › CANADIAN PACIFIC KANSAS CITY TRIM 0.1% -0.2% 0.3 3,394 -11,048 5
EMR funds › EMERSON ELEC CO ADD 0.1% -0.0% 0.3 2,046 +53 2
CVLC funds › MORGAN STANLEY ETF TRUST TRIM 0.1% -0.0% 0.3 3,101 -782 3
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.1% +0.1% 0.3 6,398 +6,398 1
BMO funds › BANK MONTREAL MEDIUM NEW 0.1% +0.1% 0.3 1,627 +1,627 1
VSGX funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 0.3 3,429 -303 3
BNS funds › BANK NOVA SCOTIA B C TRIM 0.1% +0.0% 0.3 3,227 -2 3
AJG funds › GALLAGHER ARTHUR J & CO ADD 0.1% +0.0% 0.3 1,216 +260 5
ESGD funds › ISHARES TR ADD 0.1% -0.0% 0.3 2,710 +16 3
MDT funds › MEDTRONIC PLC TRIM 0.1% -0.1% 0.3 3,555 -2,255 5
TAK funds › TAKEDA PHARMACEUTICAL CO LTD ADD 0.1% -0.0% 0.3 17,230 +596 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -0.0% 0.3 599 -268 5
FITB funds › FIFTH THIRD BANCORP NEW 0.1% +0.1% 0.3 4,880 +4,880 1
ING funds › ING GROEP N.V. TRIM 0.1% -0.0% 0.3 8,742 -5,298 5
VTR funds › VENTAS INC ADD 0.1% +0.0% 0.3 3,003 +250 2
SNY funds › SANOFI SA ADD 0.1% -0.0% 0.3 6,237 +704 5
PRCS funds › PARNASSUS INCOME FDS TRIM 0.1% -0.0% 0.3 9,103 -3,937 5
CM funds › CANADIAN IMPERIAL BANK OF CO TRIM 0.1% +0.0% 0.3 2,258 -138 3
IVW funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,890 +1,890 1
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD 0.1% +0.0% 0.3 10,206 +160 5
TER funds › TERADYNE INC NEW 0.1% +0.1% 0.3 525 +525 1
IEFA funds › ISHARES TR HOLD 0.1% -0.0% 0.3 2,629 +0 3
TWLO funds › TWILIO INC TRIM 0.1% -0.0% 0.3 1,229 -1,018 5
QCOM funds › QUALCOMM INC NEW 0.1% +0.1% 0.3 1,365 +1,365 1
CSX funds › CSX CORP HOLD 0.1% +0.0% 0.3 5,290 +0 2
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.1% -0.0% 0.2 1,500 +6 4
AON funds › AON PLC ADD 0.1% -0.0% 0.2 731 +59 5
BDX funds › BECTON DICKINSON & CO ADD 0.1% -0.0% 0.2 1,606 +6 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.1% +0.0% 0.2 2,189 -12 2
FXE funds › INVESCO CURRENCYSHARES EURO HOLD 0.1% -0.0% 0.2 2,256 +0 2
SPTS funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.2 8,199 +706 2
GS funds › GOLDMAN SACHS GROUP INC NEW 0.1% +0.1% 0.2 232 +232 1
AMP funds › AMERIPRISE FINL INC HOLD 0.1% -0.0% 0.2 509 +0 5
MID funds › AMERICAN CENTY ETF TR NEW 0.0% +0.0% 0.2 3,292 +3,292 1
FERG funds › FERGUSON ENTERPRISES INC ADD 0.0% -0.0% 0.2 944 +61 2
DDOG funds › DATADOG INC NEW 0.0% +0.0% 0.2 858 +858 1
BBCA funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.2 2,229 +2,229 1
SAP funds › SAP SE TRIM 0.0% -0.2% 0.2 1,436 -4,861 5
AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 0.2 1,877 -210 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.0% -0.0% 0.2 1,606 +0 2
JBHT funds › HUNT J B TRANS SVCS INC NEW 0.0% +0.0% 0.2 758 +758 1
SHG funds › SHINHAN FINANCIAL GROUP CO L TRIM 0.0% -0.4% 0.2 3,477 -25,470 5
SNPS funds › SYNOPSYS INC TRIM 0.0% -0.0% 0.2 492 -13 4
PH funds › PARKER-HANNIFIN CORP NEW 0.0% +0.0% 0.2 224 +224 1
VITL funds › VITAL FARMS INC ADD 0.0% -0.0% 0.2 18,814 +88 5
DFAE funds › DIMENSIONAL ETF TRUST NEW 0.0% +0.0% 0.2 5,403 +5,403 1
DECK funds › DECKERS OUTDOOR CORP ADD 0.0% -0.0% 0.2 2,168 +23 3
XLK funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 1,132 +1,132 1
ITOT funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,311 +1,311 1
NUMV funds › NUSHARES ETF TR NEW 0.0% +0.0% 0.2 4,946 +4,946 1
JLL funds › JONES LANG LASALLE INC TRIM 0.0% -0.0% 0.2 684 -3 3
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.2 3,766 +138 2
HLT funds › HILTON WORLDWIDE HLDGS INC NEW 0.0% +0.0% 0.2 640 +640 1
RL funds › RALPH LAUREN CORP NEW 0.0% +0.0% 0.2 527 +527 1
MAR funds › MARRIOTT INTL INC NEW NEW 0.0% +0.0% 0.2 572 +572 1
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 0.2 2,925 -141 5
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.2 1,235 +1,235 1
XEL funds › XCEL ENERGY INC HOLD 0.0% -0.0% 0.2 2,573 +0 2
VXUS funds › VANGUARD STAR FDS TRIM 0.0% -0.0% 0.2 2,405 -420 3
CVIE funds › MORGAN STANLEY ETF TRUST TRIM 0.0% -0.0% 0.2 2,402 -1,154 4
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.0% +0.0% 0.2 490 +490 1
ORKA funds › ORUKA THERAPEUTICS INC NEW 0.0% +0.0% 0.2 2,125 +2,125 1
ITUB funds › ITAU UNIBANCO HLDG S A TRIM 0.0% -0.2% 0.2 22,498 -87,506 5
PML funds › PIMCO MUN INCOME FD II TRIM 0.0% -0.0% 0.2 21,416 -2,859 5
MUA funds › BLACKROCK MUNIASSETS FD INC HOLD 0.0% -0.0% 0.2 14,125 +0 2
F funds › FORD MTR CO NEW 0.0% +0.0% 0.1 10,261 +10,261 1
AQN funds › ALGONQUIN POWER & UTILITIES HOLD 0.0% -0.0% 0.1 20,177 +0 5
WIT funds › WIPRO LTD ADD 0.0% +0.0% 0.1 51,762 +7,258 5
AVAL funds › GRUPO AVAL ACCIONES Y VALORE ADD 0.0% +0.0% 0.1 18,447 +283 5
BBD funds › BANCO BRADESCO S A ADD 0.0% +0.0% 0.1 23,570 +5,880 5
O funds › REALTY INCOME CORP EXIT 0.0% -0.0% 0.0 0 -3,312 0
ELV funds › ELEVANCE HEALTH INC FORMERLY EXIT 0.0% -0.1% 0.0 0 -1,015 0
T funds › AT&T INC EXIT 0.0% -0.1% 0.0 0 -17,423 0
MNST funds › MONSTER BEVERAGE CORP NEW EXIT 0.0% -0.1% 0.0 0 -8,175 0
KKR funds › KKR & CO INC EXIT 0.0% -0.0% 0.0 0 -2,174 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.1% 0.0 0 -1,955 0
ICLR funds › ICON PLC EXIT 0.0% -0.0% 0.0 0 -1,829 0
SONY funds › SONY GROUP CORP EXIT 0.0% -0.4% 0.0 0 -82,582 0
WCN funds › WASTE CONNECTIONS INC EXIT 0.0% -0.3% 0.0 0 -6,403 0
SGOL funds › ETFS GOLD TR EXIT 0.0% -0.1% 0.0 0 -4,934 0
MBB funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -2,255 0
SMFG funds › SUMITOMO MITSUI FINL GROUP I EXIT 0.0% -0.1% 0.0 0 -13,499 0
LPLA funds › LPL FINL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -671 0
RELX funds › RELX PLC EXIT 0.0% -0.1% 0.0 0 -11,867 0
BAP funds › CREDICORP LTD EXIT 0.0% -0.2% 0.0 0 -2,932 0
CUSIP:879382208 funds › TELEFONICA S A EXIT 0.0% -0.0% 0.0 0 -36,768 0
NGG funds › NATIONAL GRID PLC EXIT 0.0% -0.2% 0.0 0 -11,617 0
IWR funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -2,074 0
TRMB funds › TRIMBLE INC EXIT 0.0% -0.1% 0.0 0 -3,569 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 455 301 0.11 36% 0.019 0.297 in
2026Q1 405 288 0.10 33% 0.018 0.303 in
2025Q4 402 280 0.33 34% 0.018 0.048 in
2025Q3 403 238 0.30 36% 0.020 0.069 in
2025Q2 387 255 0.12 34% 0.018 0.254 entered
2025Q1 353 246 0.00 32% 0.016 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