Fund Universe

Great Diamond Partners, LLC

CIK 0001801112 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.308
AUM ($M)
582
Positions
238
Turnover
0.10
Top-10 wt
30%
Herfindahl
0.016
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 252 positions · portfolio value $582M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS ADD 5.6% +0.3% 32.6 87,989 +1,745 5
IWV funds › ISHARES TR ADD 5.3% +0.1% 30.8 72,221 +86 5
IEFA funds › ISHARES TR ADD 4.7% -0.2% 27.4 284,116 +1,732 5
VXF funds › VANGUARD INDEX FDS ADD 2.6% +0.2% 15.2 61,720 +194 5
AVEM funds › AMERICAN CENTY ETF TR ADD 2.2% +0.2% 12.9 133,492 +1,464 3
AGGH funds › SIMPLIFY EXCHANGE TRADED FUN ADD 2.1% -0.1% 12.2 603,638 +34,600 5
PG funds › PROCTER & GAMBLE CO ADD 2.0% -0.2% 11.6 78,819 +8 5
DFAI funds › DIMENSIONAL ETF TRUST ADD 1.9% -0.1% 11.2 272,400 +5,258 2
MSFT funds › MICROSOFT CORP TRIM 1.8% -0.3% 10.3 27,596 -892 5
KLAC funds › KLA CORP ADD 1.6% +0.7% 9.0 29,927 +26,911 5
PYLD funds › PIMCO ETF TR ADD 1.5% -0.1% 8.5 321,748 +17,115 4
VUG funds › VANGUARD INDEX FDS ADD 1.5% +0.1% 8.4 97,960 +81,605 5
HGER funds › HARBOR ETF TRUST ADD 1.4% -0.2% 8.4 284,636 +2,416 2
DYNF funds › BLACKROCK ETF TRUST ADD 1.4% +0.1% 8.3 121,880 +1,022 2
AGZ funds › ISHARES TR ADD 1.4% -0.1% 8.1 74,286 +2,838 5
AAPL funds › APPLE INC TRIM 1.4% -0.0% 8.0 27,652 -579 5
IBDS funds › ISHARES TR ADD 1.3% +0.6% 7.8 323,681 +153,607 5
IDXX funds › IDEXX LABS INC TRIM 1.3% -0.3% 7.5 14,310 -36 5
GLW funds › CORNING INC TRIM 1.3% +0.4% 7.4 29,004 -3,461 4
IJH funds › ISHARES TR ADD 1.2% +0.0% 7.2 92,895 +865 5
AVGO funds › BROADCOM INC TRIM 1.2% -0.0% 7.2 18,945 -1,948 5
NVDA funds › NVIDIA CORPORATION TRIM 1.2% -0.0% 7.1 35,665 -1,109 5
IEI funds › ISHARES TR ADD 1.2% -0.1% 7.1 60,578 +2,817 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 1.1% +0.0% 6.7 31,345 +930 5
GOOGL funds › ALPHABET INC TRIM 1.1% +0.1% 6.5 18,219 -173 5
GOOG funds › ALPHABET INC ADD 1.0% +0.1% 5.6 15,725 +1 5
IBDU funds › ISHARES TR ADD 0.9% +0.6% 5.5 235,576 +168,700 4
WSM funds › WILLIAMS SONOMA INC ADD 0.9% +0.1% 5.3 22,550 +206 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.8% +0.2% 4.9 10,273 -372 5
WM funds › WASTE MGMT INC DEL ADD 0.8% -0.1% 4.8 21,460 +268 5
CAH funds › CARDINAL HEALTH INC ADD 0.8% +0.0% 4.7 19,577 +258 5
CAT funds › CATERPILLAR INC TRIM 0.8% +0.2% 4.6 4,300 -26 5
WELL funds › WELLTOWER INC ADD 0.8% +0.0% 4.5 19,910 +74 5
LLY funds › ELI LILLY & CO TRIM 0.8% +0.1% 4.5 3,752 -16 5
BNY funds › BANK OF NY MELLON CORP ADD 0.7% +0.1% 4.2 29,033 +481 5
IBDT funds › ISHARES TR TRIM 0.7% -0.4% 4.1 161,987 -58,733 5
PH funds › PARKER-HANNIFIN CORP ADD 0.7% -0.0% 4.0 4,066 +93 5
AMZN funds › AMAZON COM INC TRIM 0.7% +0.0% 3.9 16,315 -288 5
JPM funds › JPMORGAN CHASE & CO ADD 0.7% -0.0% 3.8 11,594 +40 5
AMGN funds › AMGEN INC TRIM 0.6% -0.1% 3.7 10,339 -13 5
SPHY funds › SPDR SERIES TRUST ADD 0.6% -0.0% 3.5 151,055 +6,913 2
EMB funds › ISHARES TR ADD 0.6% -0.0% 3.5 36,556 +1,868 5
TPR funds › TAPESTRY INC ADD 0.6% -0.0% 3.4 23,282 +1,675 4
IGIB funds › ISHARES TR ADD 0.6% -0.0% 3.4 63,843 +3,379 5
SJNK funds › SPDR SERIES TRUST ADD 0.6% -0.0% 3.3 133,807 +7,401 5
SMH funds › VANECK ETF TRUST TRIM 0.6% +0.1% 3.3 5,055 -1,906 2
UNM funds › UNUM GROUP TRIM 0.6% +0.0% 3.3 36,539 -1,211 5
DTCR funds › GLOBAL X FDS TRIM 0.6% +0.1% 3.2 106,710 -882 2
CMI funds › CUMMINS INC TRIM 0.6% +0.1% 3.2 4,523 -26 2
TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM 0.5% -0.3% 3.2 27,848 -17,146 5
QTUM funds › ETF SER SOLUTIONS TRIM 0.5% +0.0% 3.1 18,902 -5,271 2
AIRR funds › FIRST TR EXCHANGE TRADED FD NEW 0.5% +0.5% 3.1 23,338 +23,338 1
AU funds › ANGLOGOLD ASHANTI PLC ADD 0.5% -0.2% 3.1 38,319 +940 5
XBI funds › SPDR SERIES TRUST NEW 0.5% +0.5% 3.1 19,315 +19,315 1
XTL funds › SPDR SERIES TRUST TRIM 0.5% +0.0% 3.1 13,418 -650 2
AIQ funds › GLOBAL X FDS NEW 0.5% +0.5% 3.0 46,389 +46,389 1
CHRW funds › C H ROBINSON WORLDWIDE IN ADD 0.5% +0.4% 3.0 15,752 +11,522 2
HD funds › HOME DEPOT INC TRIM 0.5% -0.0% 2.9 8,340 -191 5
TAN funds › INVESCO EXCH TRADED FD TR II ADD 0.5% -0.0% 2.9 49,705 +10 2
ITA funds › ISHARES TR ADD 0.5% -0.0% 2.9 11,975 +119 5
R funds › RYDER SYS INC TRIM 0.5% +0.1% 2.9 10,946 -143 5
AFL funds › AFLAC INC ADD Common Stock 0.5% -0.0% 2.9 24,356 +203 5
PKB funds › INVESCO EXCHANGE TRADED FD T ADD 0.5% +0.0% 2.9 25,482 +175 5
BLK funds › BLACKROCK INC ADD 0.5% -0.1% 2.8 2,871 +27 5
MS funds › MORGAN STANLEY ADD 0.5% +0.1% 2.8 13,169 +70 5
DMBS funds › DOUBLELINE ETF TRUST ADD 0.5% -0.0% 2.7 54,765 +2,647 2
GRMN funds › GARMIN LTD ADD 0.5% -0.0% 2.7 11,306 +35 5
WMB funds › WILLIAMS COS INC ADD 0.5% -0.0% 2.7 36,051 +349 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.5% -0.0% 2.7 11,881 -318 5
PAAA funds › PGIM ETF TR ADD 0.5% -0.0% 2.6 51,291 +2,304 5
NEE funds › NEXTERA ENERGY INC TRIM 0.4% -0.1% 2.6 29,322 -882 4
VLO funds › VALERO ENERGY CORP NEW 0.4% +0.4% 2.5 9,744 +9,744 1
PAYX funds › PAYCHEX INC TRIM 0.4% -0.0% 2.4 23,989 -151 5
IJR funds › ISHARES TR TRIM 0.4% +0.0% 2.3 15,651 -15 5
B funds › BARRICK MNG CORP ADD 0.4% -0.1% 2.1 58,013 +996 3
V funds › VISA INC TRIM 0.4% -0.0% 2.1 6,149 -102 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.4% -0.0% 2.1 2,770 -200 5
TJX funds › TJX COS INC NEW TRIM 0.3% -0.1% 2.0 12,888 -413 5
ABT funds › ABBOTT LABORATORIES TRIM 0.3% -0.1% 1.9 21,403 -640 5
AMP funds › AMERIPRISE FINL INC TRIM 0.3% -0.0% 1.9 4,197 -47 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.3% +0.1% 1.9 5,436 -127 5
CSCO funds › CISCO SYS INC TRIM 0.3% +0.1% 1.8 15,581 -48 5
DSI funds › ISHARES TR ADD 0.3% +0.1% 1.8 12,736 +2,484 5
SPDW funds › SPDR INDEX SHS FDS ADD 0.3% +0.0% 1.8 35,354 +1,540 5
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 1.8 3,155 -78 5
EVR funds › EVERCORE INC ADD 0.3% +0.0% 1.7 4,871 +218 5
VOO funds › VANGUARD INDEX FDS TRIM 0.3% +0.0% 1.6 2,373 -10 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.3% -0.0% 1.6 10,172 -60 5
QQQ funds › INVESCO QQQ TR TRIM 0.3% +0.0% 1.6 2,168 -5 5
JNJ funds › JOHNSON & JOHNSON ADD 0.3% -0.0% 1.6 6,236 +360 5
LRCX funds › LAM RESEARCH CORP TRIM 0.3% +0.1% 1.6 3,635 -98 5
WMT funds › WALMART INC TRIM 0.3% -0.1% 1.6 13,789 -9 5
COP funds › CONOCOPHILLIPS ADD 0.3% -0.1% 1.6 15,011 +39 5
APH funds › AMPHENOL CORP TRIM 0.3% +0.1% 1.6 8,849 -38 5
TSLA funds › TESLA INC TRIM 0.3% -0.0% 1.5 3,671 -91 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% -0.0% 1.5 3,058 +22 5
VCSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.3% -0.0% 1.5 18,625 -500 5
NEM funds › NEWMONT CORP ADD 0.2% -0.1% 1.4 15,017 +849 3
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.1% 1.4 8,415 +171 5
ORCL funds › ORACLE CORP TRIM 0.2% -0.0% 1.4 9,505 -170 5
NOK funds › NOKIA CORP NEW 0.2% +0.2% 1.4 103,797 +103,797 1
ABBV funds › ABBVIE INC TRIM 0.2% -0.2% 1.4 5,368 -5,459 5
IBTH funds › ISHARES TR ADD 0.2% +0.0% 1.3 58,293 +16,333 4
LIN funds › LINDE PLC TRIM 0.2% -0.0% 1.3 2,508 -43 5
ECL funds › ECOLAB INC TRIM 0.2% -0.0% 1.3 4,535 -136 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.2% -0.0% 1.3 5,328 +28 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.2% -0.0% 1.3 3,713 -21 5
IBDR funds › ISHARES TR TRIM 0.2% -0.6% 1.2 51,368 -125,617 5
MRK funds › MERCK & CO INC ADD 0.2% +0.0% 1.2 9,602 +1,126 5
SHEL funds › SHELL PLC ADD 0.2% -0.1% 1.2 15,842 +1,159 5
VO funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 1.2 15,189 +11,538 5
EBAY funds › EBAY INC. TRIM 0.2% +0.0% 1.2 10,639 -16 4
IBDV funds › ISHARES TR ADD 0.2% +0.1% 1.2 54,421 +24,426 3
IBTI funds › ISHARES TR ADD 0.2% +0.0% 1.2 52,537 +16,045 4
DEM funds › WISDOMTREE TR ADD 0.2% -0.0% 1.1 20,525 +52 2
EMLP funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.2% -0.0% 1.1 24,918 -121 5
TXN funds › TEXAS INSTRS INC ADD 0.2% +0.1% 1.1 3,636 +32 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.2% +0.2% 1.1 2,445 +2,445 1
DTH funds › WISDOMTREE TR ADD 0.2% -0.0% 1.1 19,454 +76 5
PCAR funds › PACCAR INC HOLD 0.2% -0.0% 1.0 8,697 +0 5
ESGU funds › ISHARES TR ADD 0.2% +0.0% 1.0 6,309 +1,269 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% +0.0% 1.0 16,721 +202 3
IBTG funds › ISHARES TR ADD 0.2% +0.0% 1.0 44,471 +5,613 4
VHT funds › VANGUARD WORLD FD NEW 0.2% +0.2% 1.0 3,387 +3,387 1
KO funds › COCA COLA CO TRIM 0.2% -0.0% 1.0 12,419 -9 5
NFLX funds › NETFLIX INC. TRIM 0.2% -0.1% 1.0 13,576 -590 5
ETN funds › EATON CORP PLC TRIM 0.2% +0.0% 0.9 2,193 -75 5
ESML funds › ISHARES TR ADD 0.2% +0.0% 0.9 16,545 +3,294 5
LVS funds › LAS VEGAS SANDS CORP TRIM 0.2% -0.4% 0.9 20,015 -33,557 2
PKG funds › PACKAGING CORP AMER ADD 0.1% +0.0% 0.9 3,647 +223 5
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.0% 0.9 2,704 -68 5
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.1% +0.0% 0.9 11,596 +700 5
ESGD funds › ISHARES TR ADD 0.1% +0.0% 0.8 8,184 +1,783 5
WAT funds › WATERS CORP HOLD 0.1% +0.0% 0.8 2,229 +0 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 0.8 1,622 -111 5
IGSB funds › ISHARES TR ADD 0.1% -0.0% 0.8 15,890 +232 5
IBTJ funds › ISHARES TR ADD 0.1% +0.0% 0.8 37,075 +11,169 4
IBDW funds › ISHARES TR ADD 0.1% +0.1% 0.8 38,383 +17,516 3
XLG funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 0.8 12,927 +230 5
BAC funds › BANK OF AMER CORP TRIM 0.1% -0.0% 0.8 13,861 -766 5
VCIT funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 0.8 9,500 +0 5
BA funds › BOEING CO TRIM 0.1% -0.0% 0.8 3,560 -144 5
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 0.7 4,022 -970 5
PEP funds › PEPSICO INC ADD 0.1% -0.0% 0.7 5,224 +32 5
RTX funds › RTX CORPORATION TRIM 0.1% -0.0% 0.7 3,556 -5 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.1% -0.0% 0.7 1,346 -58 5
NVO funds › NOVO-NORDISK A S TRIM 0.1% +0.0% 0.7 13,715 -1,112 5
GE funds › GE AEROSPACE ADD 0.1% +0.0% 0.7 1,752 +48 5
EFA funds › ISHARES TR TRIM 0.1% -0.0% 0.7 6,287 -220 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 0.6 4,429 -72 5
IBDX funds › ISHARES TR ADD 0.1% +0.0% 0.6 24,805 +12,230 3
UNP funds › UNION PAC CORP TRIM 0.1% -0.0% 0.6 2,229 -65 5
DHR funds › DANAHER CORP DEL TRIM 0.1% -0.0% 0.6 3,093 -25 5
PAVE funds › GLOBAL X FDS TRIM 0.1% +0.0% 0.6 9,876 -82 5
ASML funds › ASML HLDG NV TRIM 0.1% +0.0% 0.5 276 -49 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.5 3,889 +3,889 1
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.1% +0.0% 0.5 5,525 -259 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.5 1,924 -3 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.5 510 -2 5
UL funds › UNILEVER PLC TRIM 0.1% -0.0% 0.5 8,560 -215 3
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.5 2,298 +2,298 1
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.5 1,815 +98 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.5 2,298 +2,298 1
GEV funds › GE VERNOVA INC TRIM 0.1% +0.0% 0.5 426 -6 5
SNDK funds › SANDISK CORP NEW 0.1% +0.1% 0.5 218 +218 1
HWM funds › HOWMET AEROSPACE INC TRIM 0.1% +0.0% 0.5 1,806 -30 5
IVV funds › ISHARES TR HOLD 0.1% +0.0% 0.5 642 +0 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.1% 0.5 3,848 -646 5
LIT funds › GLOBAL X FDS TRIM 0.1% -0.0% 0.5 6,109 -981 2
IEMG funds › ISHARES INC ADD 0.1% +0.0% 0.5 5,754 +575 5
VB funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 1,544 +2 5
ESGE funds › ISHARES INC ADD 0.1% +0.0% 0.5 8,509 +1,389 5
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.5 4,534 -195 5
IEZ funds › ISHARES TR NEW 0.1% +0.1% 0.5 17,162 +17,162 1
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.5 484 +23 5
REMX funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.5 5,097 +5,097 1
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.5 4,684 -187 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.1% +0.0% 0.4 904 +210 3
MTD funds › METTLER TOLEDO INTERNATIONAL HOLD 0.1% -0.0% 0.4 345 +0 5
CTA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.1% -0.0% 0.4 16,773 -537 5
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.1% -0.0% 0.4 3,165 -4 5
INTU funds › INTUIT TRIM 0.1% -0.1% 0.4 1,650 -39 5
IBTK funds › ISHARES TR ADD 0.1% +0.0% 0.4 22,031 +7,070 2
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.1% -0.0% 0.4 1,264 -372 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 0.4 3,588 -211 5
MDT funds › MEDTRONIC PLC ADD 0.1% -0.0% 0.4 5,198 +183 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.1% -0.0% 0.4 1,163 +18 5
SLB funds › SLB LIMITED ADD 0.1% -0.0% 0.4 8,391 +11 5
GRID funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 0.4 2,022 +316 5
NVS funds › NOVARTIS AG TRIM 0.1% -0.0% 0.4 2,473 -52 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.0% 0.4 768 -111 5
EQT funds › EQT CORP ADD 0.1% -0.0% 0.4 7,092 +192 5
CNRG funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.4 3,318 +557 2
IBTL funds › ISHARES TR ADD 0.1% +0.0% 0.4 18,419 +5,770 2
AMT funds › AMERICAN TOWER CORP TRIM 0.1% -0.0% 0.4 2,234 -15 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.1% -0.0% 0.4 2,942 -186 5
PBW funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 0.4 9,130 +1,472 3
BATT funds › AMPLIFY ETF TR ADD 0.1% +0.0% 0.3 22,466 +3,915 3
DE funds › DEERE & CO TRIM 0.1% -0.0% 0.3 543 -26 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.0% 0.3 2,195 -7 5
Q funds › QNITY ELECTRONICS INC HOLD 0.1% +0.0% 0.3 2,075 +0 2
AZN funds › ASTRAZENECA PLC TRIM 0.1% -0.0% 0.3 1,784 -165 2
CTVA funds › CORTEVA INC HOLD 0.1% -0.0% 0.3 3,658 +0 5
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.1% -0.0% 0.3 1,235 -78 5
T funds › AT&T INC TRIM 0.1% -0.2% 0.3 14,663 -34,210 5
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.3 401 +401 1
PSX funds › PHILLIPS 66 HOLD 0.0% -0.0% 0.3 1,673 +0 5
GLD funds › SPDR GOLD TR HOLD 0.0% -0.0% 0.3 765 +0 5
XYL funds › XYLEM INC TRIM 0.0% -0.0% 0.3 2,354 -372 5
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% -0.0% 0.3 864 +0 5
AZO funds › AUTOZONE INC ADD 0.0% -0.0% 0.3 85 +2 5
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.3 234 +234 1
IBTM funds › ISHARES TR NEW 0.0% +0.0% 0.3 11,852 +11,852 1
REGN funds › REGENERON PHARMACEUTICALS TRIM 0.0% -0.0% 0.3 431 -53 5
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 0.3 2,801 -7 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.3 459 +459 1
XEL funds › XCEL ENERGY INC HOLD 0.0% -0.0% 0.3 3,298 +0 5
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.0% -0.0% 0.3 500 -8 5
ADSK funds › AUTODESK INC ADD 0.0% -0.0% 0.2 1,283 +5 5
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.2 2,800 +200 5
IBDY funds › ISHARES TR NEW 0.0% +0.0% 0.2 9,533 +9,533 1
PWR funds › QUANTA SVCS INC TRIM 0.0% -0.0% 0.2 340 -91 2
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% -0.0% 0.2 740 +3 3
OTIS funds › OTIS WORLDWIDE CORP HOLD 0.0% -0.0% 0.2 3,394 +0 5
HSIC funds › SCHEIN HENRY INC HOLD 0.0% +0.0% 0.2 2,840 +0 3
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.0% 0.2 7,300 -30 4
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 0.2 580 -46 5
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.2 559 +559 1
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 0.2 1,388 -38 5
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.2 1,620 +1,620 1
FAUG funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.2 3,850 +3,850 1
MUSA funds › MURPHY USA INC NEW 0.0% +0.0% 0.2 396 +396 1
CP funds › CANADIAN PACIFIC KANSAS CITY NEW 0.0% +0.0% 0.2 2,450 +2,450 1
FISV funds › FISERV INC TRIM 0.0% -0.0% 0.2 4,301 -469 5
MMM funds › 3M CO NEW 0.0% +0.0% 0.2 1,290 +1,290 1
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 0.2 939 -139 5
FDX funds › FEDEX CORP HOLD 0.0% -0.0% 0.2 646 +0 2
LYG funds › LLOYDS BANKING GROUP PLC HOLD 0.0% +0.0% 0.1 13,041 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -4,504 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -1.0% 0.0 0 -31,426 0
WAB funds › WABTEC EXIT 0.0% -0.0% 0.0 0 -887 0
SHLD funds › GLOBAL X FDS EXIT 0.0% -0.5% 0.0 0 -36,144 0
VZ funds › VERIZON COMMUNICATIONS INC EXIT 0.0% -0.0% 0.0 0 -4,241 0
SLV funds › ISHARES SILVER TR EXIT 0.0% -0.1% 0.0 0 -5,603 0
IAU funds › ISHARES GOLD TR EXIT 0.0% -0.1% 0.0 0 -5,744 0
XME funds › SPDR SERIES TRUST EXIT 0.0% -0.5% 0.0 0 -24,520 0
BKNG funds › BOOKING HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -48 0
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -0.1% 0.0 0 -4,998 0
XOP funds › SPDR SERIES TRUST EXIT 0.0% -0.5% 0.0 0 -14,817 0
NKE funds › NIKE INC EXIT 0.0% -0.1% 0.0 0 -5,068 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -4,869 0
ULTA funds › ULTA BEAUTY INC EXIT 0.0% -0.1% 0.0 0 -1,055 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 582 238 0.10 30% 0.016 0.306 in
2026Q1 520 228 0.18 30% 0.016 0.182 in
2025Q4 520 227 0.08 33% 0.017 0.328 in
2025Q3 516 225 0.08 35% 0.019 0.353 in
2025Q2 473 225 0.19 34% 0.018 0.187 entered
2025Q1 366 179 0.00 37% 0.022 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