Fund Universe

Investment Research & Advisory Group, Inc.

CIK 0001802136 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.570
AUM ($M)
324
Positions
314
Turnover
0.05
Top-10 wt
56%
Herfindahl
0.079
History (qtrs)
6
Excess Return

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Holdings · 324 positions · portfolio value $324M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VOO funds › VANGUARD S&P 500 ETF ADD 25.0% +0.8% 80.8 117,699 +2,165 5
AAPL funds › APPLE INC TRIM 6.9% +0.0% 22.2 75,780 -233 5
GOOGL funds › ALPHABET INC CLASS A TRIM 4.6% +0.3% 15.0 41,052 -706 5
NVDA funds › NVIDIA CORP TRIM 4.0% -0.1% 12.9 62,715 -1,584 5
AMZN funds › AMAZON.COM INC ADD 3.0% +0.0% 9.9 41,261 +30 5
LLY funds › ELI LILLY AND CO ADD 2.8% +0.4% 9.0 7,451 +90 5
JPM funds › JPMORGAN CHASE & CO ADD 2.6% -0.0% 8.5 25,929 +55 5
MSFT funds › MICROSOFT CORP ADD 2.5% -0.3% 8.0 21,313 +105 5
ASML funds › ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 2.3% +0.6% 7.4 3,715 -35 5
MA funds › MASTERCARD INC CLASS CLASS A ADD 2.2% -0.2% 7.1 13,750 +60 5
V funds › VISA INC CLASS A TRIM 2.1% +0.0% 6.8 19,810 -64 5
SCHW funds › CHARLES SCHWAB CORP ADD 1.9% -0.3% 6.2 67,427 +503 5
GE funds › GE AEROSPACE HOLD 1.8% +0.3% 5.8 15,390 +0 5
META funds › META PLATFORMS INC CLASS A ADD 1.7% -0.2% 5.6 9,873 +60 5
CUSIP:09247X101 funds › BLACKROCK INC NEW ADD 1.6% -0.2% 5.2 5,399 +62 5
CB funds › CHUBB LTD F ADD 1.5% -0.1% 4.9 14,354 +43 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.4% -0.4% 4.7 18,355 -3,383 5
CAT funds › CATERPILLAR INC ADD 1.4% +0.4% 4.6 4,335 +37 5
COST funds › COSTCO WHSL CORP NEW ADD 1.4% -0.3% 4.6 4,937 +39 5
UBER funds › UBER TECHNOLOGIES INC ADD 1.3% -0.2% 4.2 58,744 +302 5
PANW funds › PALO ALTO NETWORKS INC ADD 1.3% +0.6% 4.1 12,081 +402 5
GD funds › GENERAL DYNAMICS CORP ADD 1.2% -0.1% 4.0 11,352 +105 5
BRKB funds › BERKSHIRE HATHAWAY CLASS B TRIM 1.2% -0.1% 3.9 7,614 -5 5
PM funds › PHILIP MORRIS INTL INC ADD 1.2% -0.0% 3.8 21,071 +136 5
SBUX funds › STARBUCKS CORP ADD 1.1% +0.0% 3.5 34,667 +236 5
IQV funds › IQVIA HLDGS INC TRIM 1.1% -0.0% 3.5 18,058 -262 5
VTWO funds › VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES ADD 1.0% +0.1% 3.3 27,278 +740 5
VB funds › VANGUARD SMALL-CAP INDEXFUND ETF SHARES ADD 1.0% +0.1% 3.3 10,911 +476 5
BA funds › BOEING CO TRIM 1.0% -0.0% 3.2 14,816 -143 5
BKNG funds › BOOKING HLDGS INC ADD 0.9% -0.1% 2.9 16,437 +15,780 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.9% -0.3% 2.9 5,596 -37 5
NFLX funds › NETFLIX INC ADD 0.8% -0.4% 2.7 37,721 +26 5
CRM funds › SALESFORCE INC TRIM 0.8% -0.3% 2.5 16,192 -16 5
GEV funds › GE VERNOVA INC TRIM 0.7% +0.1% 2.4 2,061 -39 5
SPYX funds › STATE STREET SPDR S&P 500 ETF TRUST ADD 0.7% +0.0% 2.4 3,231 +7 5
VEEV funds › VEEVA SYS INC CLASS A TRIM 0.7% -0.1% 2.3 12,891 -573 5
ADM funds › ARCHER-DANIELS MIDLAND C HOLD 0.6% -0.0% 2.0 26,237 +0 5
IEFA funds › ISHARES CORE MSCI EAFE ETF ADD 0.6% +0.0% 1.9 19,911 +1,221 5
CLX funds › CLOROX CO ADD 0.5% -0.1% 1.6 16,662 +981 2
GOOG funds › ALPHABET INC CLASS C ADD 0.4% +0.0% 1.4 3,917 +14 5
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES ADD 0.4% +0.0% 1.3 15,732 +1,027 5
ISRG funds › INTUITIVE SURGICAL INC NEW 0.4% +0.4% 1.3 3,298 +3,298 1
DHR funds › DANAHER CORP TRIM 0.4% -0.0% 1.3 6,820 -1 5
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF ADD 0.4% +0.1% 1.3 15,732 +2,316 5
BND funds › VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES ADD 0.4% -0.0% 1.3 17,152 +746 5
SHOP funds › SHOPIFY INC FCLASS A TRIM 0.4% -0.1% 1.2 10,823 -16 5
KKR funds › KKR & CO INC ADD 0.4% +0.0% 1.2 12,930 +2,278 2
IJH funds › ISHARES CORE S&P MID-CAPETF ADD 0.3% +0.0% 1.1 14,112 +17 5
IVV funds › ISHARES CORE S&P 500 ETF ADD 0.3% +0.0% 1.1 1,433 +38 5
IVW funds › ISHARES S&P 500 GROWTH ETF ADD 0.3% +0.0% 1.0 7,080 +6 5
GL funds › GLOBE LIFE INC ADD 0.3% +0.0% 0.9 4,769 +1 5
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES ADD 0.3% -0.0% 0.9 9,549 +45 5
HD funds › HOME DEPOT INC TRIM 0.3% -0.0% 0.8 2,323 -13 5
TSLA funds › TESLA INC ADD 0.2% +0.1% 0.6 1,415 +443 5
MGV funds › VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES ADD 0.2% -0.0% 0.6 3,805 +5 5
VDE funds › VANGUARD ENERGY INDEX FUND ETF SHARES ADD 0.2% -0.1% 0.6 4,110 +28 5
IVE funds › ISHARES S&P 500 VALUE ETF ADD 0.2% -0.0% 0.6 2,599 +11 5
SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ADD 0.2% -0.0% 0.5 21,645 +1,866 5
CHH funds › CHOICE HOTELS INTL INC ADD 0.1% -0.0% 0.5 4,257 +10 5
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 0.4 355 +25 3
IRT funds › INDEPENDENCE RLTY TR INCREIT ADD 0.1% +0.0% 0.4 25,587 +268 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 0.4 999 -69 5
FDX funds › FEDEX CORP ADD 0.1% -0.0% 0.4 1,196 +5 5
KO funds › THE COCA-COLA CO ADD 0.1% -0.0% 0.4 4,164 +24 5
VMC funds › VULCAN MATLS CO ADD 0.1% -0.0% 0.3 1,115 +2 4
IJR funds › ISHARES CORE S&P SMALL-CAP ETF ADD 0.1% +0.0% 0.3 2,055 +1 5
LRCX funds › LAM RESH CORP ADD 0.1% +0.0% 0.3 702 +23 5
MRK funds › MERCK & CO. INC. TRIM 0.1% -0.2% 0.3 2,399 -3,822 5
CUSIP:72346Q104 funds › PINNACLE FINL PARTNERS I ADD 0.1% +0.0% 0.3 3,096 +16 3
BAC funds › BANK OF AMERICA CORP ADD 0.1% +0.0% 0.3 4,846 +13 5
AVUV funds › AVANTIS US SMALL CAP VALUE ETF HOLD 0.1% -0.0% 0.3 2,344 +0 5
PFG funds › PRINCIPAL FINL GROUP INC HOLD 0.1% +0.0% 0.3 2,636 +0 3
CUSIP:464587150 funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ADD 0.1% +0.0% 0.3 1,722 +4 5
VBK funds › VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES ADD 0.1% +0.0% 0.3 742 +1 4
CRWD funds › CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES HOLD 0.1% +0.0% 0.3 342 +0 5
LOW funds › LOWES COS INC ADD 0.1% -0.0% 0.3 1,154 +6 5
VBR funds › VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES TRIM 0.1% -0.0% 0.2 1,003 -55 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 0.2 896 +5 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ADD 0.1% +0.0% 0.2 788 +59 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.2 206 -12 5
AMGN funds › AMGEN INC ADD 0.1% -0.0% 0.2 493 +3 5
PRF funds › INVESCO RAFI US 1000 ETF ADD 0.1% +0.0% 0.2 3,216 +1,083 5
QQQ funds › INVESCO QQQ TR HOLD 0.1% +0.0% 0.2 231 +0 5
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.2 1,142 +5 5
CUSIP:040413106 funds › ARISTA NETWORKS INC HOLD 0.0% +0.0% 0.2 905 +0 5
SO funds › SOUTHERN CO ADD 0.0% +0.0% 0.2 1,591 +1,087 5
WMT funds › WALMART INC ADD 0.0% -0.0% 0.1 1,160 +1 5
AMD funds › ADVANCED MICRO DEVICES I ADD 0.0% +0.0% 0.1 207 +148 2
BN funds › BROOKFIELD CORP FCLASS A HOLD 0.0% -0.0% 0.1 3,375 +0 5
SDY funds › STATE STREET SPDR S&P DIVIDEND ETF TRIM 0.0% -0.0% 0.1 940 -42 5
VTI funds › VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES TRIM 0.0% +0.0% 0.1 370 -6 5
PLTR funds › PALANTIR TECHNOLOGIES INCLASS A ADD 0.0% +0.0% 0.1 1,167 +735 4
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% +0.0% 0.1 1,062 +413 5
IWF funds › ISHARES RUSSELL 1000 GROWTH ETF NEW 0.0% +0.0% 0.1 1,048 +1,048 1
DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF ADD 0.0% +0.0% 0.1 2,234 +634 2
BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES ADD 0.0% -0.0% 0.1 2,400 +180 5
SPYD funds › STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF NEW 0.0% +0.0% 0.1 2,407 +2,407 1
SCHD funds › SCHWAB U.S. DIVIDEND EQUITY ETF ADD 0.0% +0.0% 0.1 3,561 +3,556 5
CVX funds › CHEVRON CORP NEW ADD 0.0% +0.0% 0.1 643 +263 5
RTX funds › RTX CORP ADD 0.0% -0.0% 0.1 572 +59 5
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.0% +0.0% 0.1 6,197 +450 5
WFC funds › WELLS FARGO & CO ADD 0.0% -0.0% 0.1 1,230 +1 5
IWD funds › ISHARES RUSSELL 1000 VALUE ETF NEW 0.0% +0.0% 0.1 417 +417 1
SPHQ funds › INVESCO S&P 500 QUALITY ETF HOLD 0.0% +0.0% 0.1 1,011 +0 3
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.1 597 +597 1
AMT funds › AMERICAN TOWER CORP NEW REIT ADD 0.0% -0.0% 0.1 518 +5 5
TFC funds › TRUIST FINL CORP ADD 0.0% -0.0% 0.1 1,670 +15 5
MDY funds › STATE STREET SPDR S&P MIDCAP 400 ETF TRUST HOLD 0.0% +0.0% 0.1 122 +0 2
SPYG funds › STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF ADD 0.0% +0.0% 0.1 658 +1 3
XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ADD 0.0% +0.0% 0.1 485 +2 5
MO funds › ALTRIA GROUP INC ADD 0.0% -0.0% 0.1 925 +13 5
DAL funds › DELTA AIR LINES INC DEL ADD 0.0% +0.0% 0.1 791 +239 5
CIBR funds › FIRST TRUST NASDAQ CYBERSECURITY ETF HOLD 0.0% +0.0% 0.1 840 +0 5
RDDT funds › REDDIT INC CLASS A HOLD 0.0% +0.0% 0.1 430 +0 5
T funds › AT&T INC HOLD 0.0% -0.0% 0.1 3,508 +0 5
CEG funds › CONSTELLATION ENERGY COR ADD 0.0% -0.0% 0.1 280 +3 5
GRDN funds › GUARDIAN PHARMACY SVCS ICLASS A HOLD 0.0% -0.0% 0.1 1,666 +0 5
APH funds › AMPHENOL CORP NEW CLASS A NEW 0.0% +0.0% 0.1 347 +347 1
UNP funds › UNION PAC CORP NEW 0.0% +0.0% 0.1 186 +186 1
NOW funds › SERVICENOW INC ADD 0.0% +0.0% 0.1 623 +378 5
LGND funds › LIGAND PHARMACEUTICALS I NEW 0.0% +0.0% 0.1 206 +206 1
SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF HOLD 0.0% -0.0% 0.1 1,021 +0 3
QQQJ funds › INVESCO NASDAQ NEXT GEN 100 ETF HOLD 0.0% +0.0% 0.1 1,333 +0 5
CSCO funds › CISCO SYS INC ADD 0.0% +0.0% 0.1 408 +2 5
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 0.0% -0.0% 0.1 387 +0 5
APD funds › AIR PRODS & CHEMS INC ADD 0.0% -0.0% 0.1 190 +1 5
XLV funds › STATE STREET HEALTH CARESELECT SECTOR SPDR ETF HOLD 0.0% -0.0% 0.1 145 +0 5
AXP funds › AMERICAN EXPRESS CO ADD 0.0% +0.0% 0.1 160 +47 5
PFGC funds › PERFORMANCE FOOD GROUP C HOLD 0.0% +0.0% 0.1 500 +0 5
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.1 410 +2 5
DIS funds › DISNEY WALT CO HOLD 0.0% -0.0% 0.1 504 +0 5
GBTC funds › GRAYSCALE BITCOIN MINI TRUST ETF HOLD 0.0% -0.0% 0.1 1,274 +0 5
AA funds › ALCOA CORP ADD 0.0% -0.0% 0.1 1,029 +2 5
NVO funds › NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% +0.0% 0.1 1,115 +0 5
AVDE funds › AVANTIS INTERNATIONAL EQUITY ETF HOLD 0.0% -0.0% 0.1 589 +0 3
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.1 326 +1 5
SPLV funds › INVESCO S&P 500 LOW VOLATILITY ETF HOLD 0.0% -0.0% 0.1 691 +0 3
INTC funds › INTEL CORP HOLD 0.0% +0.0% 0.1 251 +0 5
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ADD 0.0% -0.0% 0.0 968 +14 2
XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF HOLD 0.0% -0.0% 0.0 286 +0 5
PFE funds › PFIZER INC ADD 0.0% +0.0% 0.0 1,702 +1,179 5
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.0 100 +100 1
CRUS funds › CIRRUS LOGIC INC HOLD 0.0% -0.0% 0.0 300 +0 5
ETN funds › EATON CORP PLC F HOLD 0.0% +0.0% 0.0 100 +0 2
HTRB funds › HARTFORD TOTAL RETURN BOND ETF HOLD 0.0% -0.0% 0.0 1,287 +0 3
TGT funds › TARGET CORP EQUITY CLASS EQUITY HOLD 0.0% +0.0% 0.0 294 +0 5
EXC funds › EXELON CORP HOLD 0.0% -0.0% 0.0 900 +0 5
EFA funds › ISHARES MSCI EAFE ETF HOLD 0.0% -0.0% 0.0 403 +0 2
FLTB funds › FIDELITY LIMITED TERM BOND ETF HOLD 0.0% -0.0% 0.0 811 +0 3
XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF HOLD 0.0% -0.0% 0.0 135 +0 2
HYS funds › PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FU HOLD 0.0% -0.0% 0.0 429 +0 3
OXY funds › OCCIDENTAL PETE CORP TRIM 0.0% -0.0% 0.0 797 -59 5
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF HOLD 0.0% +0.0% 0.0 430 +0 3
VWO funds › VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES NEW 0.0% +0.0% 0.0 633 +633 1
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.0 28 +28 1
DIA funds › STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST HOLD 0.0% -0.0% 0.0 70 +0 3
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES ADD 0.0% +0.0% 0.0 231 +193 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.0 245 -79 5
ADP funds › AUTOMATIC DATA PROCESSIN HOLD 0.0% -0.0% 0.0 125 +0 5
UNH funds › UNITEDHEALTH GROUP INC HOLD 0.0% +0.0% 0.0 18 +0 5
CARR funds › CARRIER GLOBAL CORP HOLD 0.0% +0.0% 0.0 451 +0 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.0 95 +95 1
ORLY funds › O REILLY AUTOMOTIVE INC ADD 0.0% +0.0% 0.0 360 +120 5
VIG funds › VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES HOLD 0.0% -0.0% 0.0 141 +0 3
MUSA funds › MURPHY USA INC HOLD 0.0% -0.0% 0.0 61 +0 5
MCD funds › MCDONALDS CORP TRIM 0.0% -0.1% 0.0 119 -407 5
ACN funds › ACCENTURE PLC IRELAND FCLASS A TRIM 0.0% -0.0% 0.0 222 -45 5
O funds › REALTY INCOME CORP REIT HOLD 0.0% -0.0% 0.0 502 +0 5
VOE funds › VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES HOLD 0.0% -0.0% 0.0 157 +0 3
SMR funds › NUSCALE PWR CORP CLASS A HOLD 0.0% -0.0% 0.0 3,033 +0 2
XCEM funds › COLUMBIA EM CORE EX-CHINA ETF HOLD 0.0% +0.0% 0.0 569 +0 3
MHK funds › MOHAWK INDS INC TRIM 0.0% -0.0% 0.0 244 -25 5
ARES funds › ARES MGMT CORP CLASS A NEW 0.0% +0.0% 0.0 261 +261 1
HOOD funds › ROBINHOOD MKTS INC CLASS A HOLD 0.0% +0.0% 0.0 269 +0 2
STT funds › STATE STR CORP ADD 0.0% +0.0% 0.0 146 +1 5
EMR funds › EMERSON ELEC CO HOLD 0.0% -0.0% 0.0 201 +0 5
SAP funds › SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS NEW 0.0% +0.0% 0.0 171 +171 1
VONG funds › VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES HOLD 0.0% +0.0% 0.0 205 +0 3
CUSIP:G16169107 funds › BROOKFIELD ASSET MGMT FCLASS A HOLD 0.0% -0.0% 0.0 565 +0 5
CUSIP:12626K203 funds › CRH PUBLIC LIMITED CO F HOLD 0.0% -0.0% 0.0 200 +0 5
IWM funds › ISHARES RUSSELL 2000 ETF HOLD 0.0% +0.0% 0.0 83 +0 2
MDLZ funds › MONDELEZ INTL INC CLASS CLASS A HOLD 0.0% -0.0% 0.0 340 +0 5
TJX funds › TJX COS INC NEW NEW 0.0% +0.0% 0.0 130 +130 1
SPEM funds › STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF ADD 0.0% -0.0% 0.0 457 +5 2
KMB funds › KIMBERLY CLARK CORP HOLD 0.0% +0.0% 0.0 197 +0 5
GM funds › GENERAL MTRS CO HOLD 0.0% -0.0% 0.0 268 +0 5
IBM funds › IBM CORP HOLD 0.0% +0.0% 0.0 1 +0 4
DOV funds › DOVER CORP HOLD 0.0% -0.0% 0.0 91 +0 5
MCHI funds › ISHARES MSCI CHINA ETF HOLD 0.0% -0.0% 0.0 439 +0 5
OTIS funds › OTIS WORLDWIDE CORP HOLD 0.0% -0.0% 0.0 290 +0 5
ABT funds › ABBOTT LABS HOLD 0.0% +0.0% 0.0 135 +0 5
PXF funds › INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF ADD 0.0% +0.0% 0.0 284 +138 2
BKR funds › BAKER HUGHES CO. A CLASS A ADD 0.0% -0.0% 0.0 292 +1 5
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.0 46 -384 5
GOLY funds › STRATEGY SHARES GOLD-HEDGED BOND ETF HOLD 0.0% -0.0% 0.0 845 +0 2
IWP funds › ISHARES RUSSELL MID-CAP GROWTH ETF NEW 0.0% +0.0% 0.0 145 +145 1
ADSK funds › AUTODESK INC HOLD 0.0% -0.0% 0.0 97 +0 5
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF ADD 0.0% +0.0% 0.0 617 +1 5
MELI funds › MERCADOLIBRE INC HOLD 0.0% +0.0% 0.0 10 +0 5
NU funds › NU HLDGS LTD FCLASS A HOLD 0.0% -0.0% 0.0 1,500 +0 5
SMH funds › VANECK SEMICONDUCTOR ETF TRIM 0.0% -0.0% 0.0 30 -306 5
Q funds › QNITY ELECTRONICS INC ADD 0.0% +0.0% 0.0 120 +74 3
CGXU funds › CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF NEW 0.0% +0.0% 0.0 567 +567 1
SCHB funds › SCHWAB U.S. BROAD MARKETETF ADD 0.0% +0.0% 0.0 664 +2 4
HRL funds › HORMEL FOODS CORP ADD 0.0% -0.0% 0.0 765 +11 5
TOST funds › TOAST INC CLASS A NEW 0.0% +0.0% 0.0 627 +627 1
VTV funds › VANGUARD VALUE INDEX FUND ETF SHARES NEW 0.0% +0.0% 0.0 78 +78 1
EME funds › EMCOR GROUP INC HOLD 0.0% -0.0% 0.0 13 +0 5
WBD funds › WARNER BROS DISCOVERY INCLASS SERIES A TRIM 0.0% -0.0% 0.0 466 -145 5
PLD funds › PROLOGIS INC REIT HOLD 0.0% +0.0% 0.0 50 +0 5
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.0 50 +50 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.0 50 +50 1
MTUM funds › ISHARES MSCI USA MOMENTUM FACTOR ETF NEW 0.0% +0.0% 0.0 45 +45 1
IDXX funds › IDEXX LABS INC HOLD 0.0% -0.0% 0.0 27 +0 5
IFRA funds › ISHARES U.S. INFRASTRUCTURE ETF NEW 0.0% +0.0% 0.0 238 +238 1
KMX funds › CARMAX INC HOLD 0.0% +0.0% 0.0 283 +0 5
VEA funds › VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES ADD 0.0% -0.0% 0.0 205 +1 5
CSX funds › CSX CORP HOLD 0.0% +0.0% 0.0 126 +0 5
PRU funds › PRUDENTIAL FINL INC HOLD 0.0% +0.0% 0.0 101 +0 5
CTVA funds › CORTEVA INC ADD 0.0% +0.0% 0.0 133 +40 5
TMO funds › THERMO FISHER SCIENTIFIC TRIM 0.0% -0.6% 0.0 19 -3,258 5
BAI funds › ISHARES A.I. INNOVATION AND TECH ACTIVE ETF NEW 0.0% +0.0% 0.0 260 +260 1
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.0 25 +25 1
SHEL funds › SHELL PLC FTENDER OFFER EXP: HOLD 0.0% -0.0% 0.0 165 +0 5
SCI funds › SERVICE CORP INTL HOLD 0.0% -0.0% 0.0 159 +0 5
MS funds › MORGAN STANLEY HOLD 0.0% +0.0% 0.0 18 +0 5
BATRA funds › ATLANTA BRAVES HLDGS INCCLASS SERIES A NEW 0.0% +0.0% 0.0 200 +200 1
SE funds › SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% +0.0% 0.0 116 +0 5
FE funds › FIRSTENERGY CORP HOLD 0.0% -0.0% 0.0 220 +0 5
BSV funds › VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES ADD 0.0% -0.0% 0.0 140 +1 5
CDNS funds › CADENCE DESIGN SYS INC NEW 0.0% +0.0% 0.0 20 +20 1
XYZ funds › BLOCK INC A CLASS A HOLD 0.0% +0.0% 0.0 98 +0 5
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 0.0 76 +0 5
BIL funds › STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF NEW 0.0% +0.0% 0.0 110 +110 1
XLI funds › STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF HOLD 0.0% +0.0% 0.0 53 +0 2
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 0.0 16 +0 5
GWW funds › GRAINGER W W INC NEW 0.0% +0.0% 0.0 4 +4 1
MCK funds › MCKESSON CORP NEW 0.0% +0.0% 0.0 4 +4 1
ZTS funds › ZOETIS INC CLASS A ADD 0.0% -0.0% 0.0 110 +1 5
IWS funds › ISHARES RUSSELL MID-CAP VALUE ETF NEW 0.0% +0.0% 0.0 55 +55 1
SLB funds › SLB LIMITED F NEW 0.0% +0.0% 0.0 79 +79 1
USMV funds › ISHARES MSCI USA MIN VOLFACTOR ETF NEW 0.0% +0.0% 0.0 90 +90 1
EPI funds › WISDOMTREE INDIA EARNINGS FUND HOLD 0.0% -0.0% 0.0 200 +0 5
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.0% +0.0% 0.0 11 +11 1
NANC funds › UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF HOLD 0.0% +0.0% 0.0 152 +0 5
CTAS funds › CINTAS CORP NEW 0.0% +0.0% 0.0 31 +31 1
WING funds › WINGSTOP INC TRIM 0.0% -0.0% 0.0 40 -2 5
OPPJ funds › WISDOMTREE JAPAN OPPORTUNITIES FUND NEW 0.0% +0.0% 0.0 126 +126 1
ADBE funds › ADOBE INC TRIM 0.0% -0.0% 0.0 35 -153 5
SRE funds › SEMPRA NEW 0.0% +0.0% 0.0 60 +60 1
PKW funds › INVESCO BUYBACK ACHIEVERS ETF HOLD 0.0% -0.0% 0.0 50 +0 5
DXCM funds › DEXCOM INC HOLD 0.0% -0.0% 0.0 100 +0 5
HCA funds › HCA HEALTHCARE INC NEW 0.0% +0.0% 0.0 16 +16 1
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.0 3 +3 1
IT funds › GARTNER INC HOLD 0.0% -0.0% 0.0 43 +0 5
MTCH funds › MATCH GROUP INC NEW HOLD 0.0% +0.0% 0.0 145 +0 5
VO funds › VANGUARD MID-CAP INDEX FUND ETF SHARES ADD 0.0% -0.0% 0.0 68 +51 5
IBIT funds › ISHARES BITCOIN TRUST ETF HOLD 0.0% -0.0% 0.0 161 +0 5
KHC funds › KRAFT HEINZ CO HOLD 0.0% -0.0% 0.0 210 +0 5
HSY funds › HERSHEY CO HOLD 0.0% -0.0% 0.0 23 +0 5
FCX funds › FREEPORT-MCMORAN INC HOLD 0.0% -0.0% 0.0 49 +0 2
RKT funds › ROCKET COMPANIES CLA A CLASS A ADD 0.0% +0.0% 0.0 307 +296 3
JBL funds › JABIL INC NEW 0.0% +0.0% 0.0 9 +9 1
MMM funds › 3M CO HOLD 0.0% +0.0% 0.0 12 +0 5
ARKQ funds › ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF HOLD 0.0% +0.0% 0.0 32 +0 5
MSOS funds › ADVISORSHARES PURE US CANNABIS ETF HOLD 0.0% +0.0% 0.0 800 +0 5
EPD funds › ENTERPRISE PRODS PART LP ADD 0.0% -0.0% 0.0 104 +1 5
TSM funds › TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS HOLD 0.0% +0.0% 0.0 8 +0 5
RSG funds › REPUBLIC SVCS INC HOLD 0.0% -0.0% 0.0 17 +0 4
CUSIP:G06242104 funds › ATLASSIAN CORP CLASS A HOLD 0.0% +0.0% 0.0 45 +0 5
F funds › FORD MTR CO DEL HOLD 0.0% +0.0% 0.0 12 +0 4
IHG funds › INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% +0.0% 0.0 19 +0 5
LULU funds › LULULEMON ATHLETICA INC HOLD 0.0% -0.0% 0.0 28 +0 5
DOW funds › DOW INC HOLD 0.0% -0.0% 0.0 93 +0 5
IAU funds › ISHARES GOLD TRUST NEW 0.0% +0.0% 0.0 42 +42 1
MP funds › MP MATLS CORP CLASS A NEW 0.0% +0.0% 0.0 56 +56 1
FISV funds › FISERV INC NEW 0.0% +0.0% 0.0 29 +29 1
JOBY funds › JOBY AVIATION INC FCLASS A HOLD 0.0% -0.0% 0.0 300 +0 3
CUSIP:904767704 funds › UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% -0.0% 0.0 43 +0 4
PLX funds › PROTALIX BIOTHERAPEUTICS HOLD 0.0% -0.0% 0.0 1,000 +0 5
SEDG funds › SOLAREDGE TECHNOLOGIES I HOLD 0.0% +0.0% 0.0 38 +0 5
APO funds › APOLLO GLOBAL MGMT INC NCLASS A HOLD 0.0% -0.0% 0.0 5 +0 2
OWL funds › BLUE OWL CAP INC CLASS A HOLD 0.0% -0.0% 0.0 200 +0 2
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF TRIM 0.0% -0.1% 0.0 8 -830 4
RBLX funds › RIVIAN AUTOMOTIVE INC CLASS A HOLD 0.0% +0.0% 0.0 53 +0 5
PTON funds › PELOTON INTERACTIVE INC CLASS A HOLD 0.0% +0.0% 0.0 260 +0 5
VOT funds › VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES HOLD 0.0% +0.0% 0.0 5 +0 3
BGR funds › BLACKROCK ENERGY & RESOU HOLD 0.0% -0.0% 0.0 102 +0 5
CUSIP:11259V106 funds › BROOKFIELD BUSINESS CO FCLASS A HOLD 0.0% -0.0% 0.0 45 +0 5
MFA funds › MFA FINL INC REIT ADD 0.0% -0.0% 0.0 137 +5 5
HELO funds › JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF HOLD 0.0% -0.0% 0.0 19 +0 3
SLYG funds › STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF HOLD 0.0% +0.0% 0.0 9 +0 3
MSTR funds › STRATEGY INC CLASS A HOLD 0.0% -0.0% 0.0 5 +0 2
TLT funds › ISHARES 20 YEAR TREASURY BOND ETF NEW 0.0% +0.0% 0.0 12 +12 1
INDA funds › ISHARES MSCI INDIA ETF HOLD 0.0% -0.0% 0.0 20 +0 5
BNT funds › BROOKFIELD WEALTH SO A FCLASS A HOLD 0.0% -0.0% 0.0 22 +0 5
SPOT funds › SPOTIFY TECHNOLOGY S A F HOLD 0.0% -0.0% 0.0 2 +0 5
ONDS funds › ONDAS INC HOLD 0.0% -0.0% 0.0 110 +0 3
XRPI funds › XRP ETF HOLD 0.0% -0.0% 0.0 146 +0 3
UAMY funds › UNITED STS ANTIMONY CORP HOLD 0.0% -0.0% 0.0 78 +0 3
OKLO funds › OKLO INC CLASS A HOLD 0.0% -0.0% 0.0 9 +0 3
SPCX funds › SPACE EX TECH SPACEX CLASS A NEW 0.0% +0.0% 0.0 2 +2 1
AER funds › AERCAP HOLDINGS N V F HOLD 0.0% -0.0% 0.0 2 +0 5
VGNT funds › VERSIGENT LTD F NEW 0.0% +0.0% 0.0 4 +4 1
PSC funds › PRINCIPAL U.S. SMALL-CAPETF HOLD 0.0% +0.0% 0.0 3 +0 5
SMG funds › SCOTTS MIRACLE-GRO CO HOLD 0.0% -0.0% 0.0 3 +0 4
BP funds › BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS HOLD 0.0% -0.0% 0.0 4 +0 4
BR funds › BROADRIDGE FINL SOLUTION HOLD 0.0% -0.0% 0.0 1 +0 3
RVLV funds › REVOLVE GROUP INC CLASS A HOLD 0.0% -0.0% 0.0 5 +0 5
FENI funds › FIDELITY ENHANCED INTERNATIONAL ETF HOLD 0.0% -0.0% 0.0 2 +0 5
EVTR funds › EATON VANCE TOTAL RETURNBOND ETF HOLD 0.0% -0.0% 0.0 1 +0 5
UITB funds › VICTORYSHARES CORE INTERMEDIATE BOND ETF HOLD 0.0% -0.0% 0.0 1 +0 3
GMEWS funds › GAMESTOP CORP NEW 26 WTSWARRANTS EXP 10/30/26 NEW 0.0% +0.0% 0.0 2 +2 1
CUSIP:138035100 funds › CANOPY GROWTH CORP F HOLD 0.0% -0.0% 0.0 5 +0 5
CRWV funds › COREWEAVE INC CLASS A EXIT 0.0% -0.0% 0.0 0 -3 0
EPSM funds › EPSIUM ENTERPRISE LTD FCLASS A EXIT 0.0% -0.0% 0.0 0 -90 0
CUSIP:674599162 funds › OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 EXIT 0.0% -0.0% 0.0 0 -7 0
SPMD funds › STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF EXIT 0.0% -0.0% 0.0 0 -2 0
GEHC funds › GE HEALTHCARE TECHNOLOGI EXIT 0.0% -0.0% 0.0 0 -110 0
MDT funds › MEDTRONIC PLC F EXIT 0.0% -0.0% 0.0 0 -109 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -93 0
BRO funds › BROWN & BROWN INC EXIT 0.0% -0.0% 0.0 0 -835 0
VTRS funds › VIATRIS INC EXIT 0.0% -0.0% 0.0 0 -43 0
ABNB funds › AIRBNB INC CLASS A EXIT 0.0% -0.0% 0.0 0 -55 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 324 314 0.05 56% 0.079 0.568 in
2026Q1 286 277 0.05 55% 0.075 0.544 in
2025Q4 302 275 0.05 56% 0.075 0.531 in
2025Q3 295 253 0.05 56% 0.076 0.519 in
2025Q2 268 246 0.09 54% 0.071 0.449 entered
2025Q1 239 250 0.00 51% 0.059 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