Fund Universe

Stokes Family Office, LLC

CIK 0001802278 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.331
AUM ($M)
858
Positions
272
Turnover
0.13
Top-10 wt
32%
Herfindahl
0.018
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 292 positions · portfolio value $858M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 6.9% -1.0% 58.8 248,453 -105,630 5
AAPL funds › APPLE INC TRIM 6.1% +1.0% 52.4 180,918 -14,044 5
GOOG funds › ALPHABET INC TRIM 3.4% +0.3% 29.5 83,398 -23,233 5
IVW funds › ISHARES TR TRIM 2.8% +0.1% 24.2 175,837 -57,600 5
VTI funds › VANGUARD INDEX FDS TRIM 2.4% +0.5% 20.9 56,424 -2,465 5
IUSB funds › ISHARES TR TRIM 2.4% -0.4% 20.2 437,700 -137,041 5
DYNF funds › BLACKROCK ETF TRUST TRIM 2.2% -0.1% 19.0 278,969 -99,319 5
ITOT funds › ISHARES TR TRIM 2.1% +0.0% 18.3 111,512 -30,792 5
IVE funds › ISHARES TR TRIM 2.0% -0.7% 17.0 74,727 -46,515 5
MSFT funds › MICROSOFT CORP TRIM 1.9% +0.1% 16.2 43,367 -2,692 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.7% +0.2% 14.4 43,872 -4,606 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.4% +0.0% 12.3 48,385 -7,912 5
CORO funds › BLACKROCK ETF TRUST TRIM 1.3% +0.1% 11.1 302,719 -42,252 2
SPMB funds › SPDR SERIES TRUST TRIM 1.3% -0.1% 10.9 487,991 -114,674 5
GOVT funds › ISHARES TR TRIM 1.2% +0.1% 10.4 457,706 -11,994 5
BAI funds › BLACKROCK ETF TRUST TRIM 1.2% +0.1% 10.4 197,710 -138,874 3
GOOGL funds › ALPHABET INC TRIM 1.2% +0.3% 10.3 28,812 -2,504 5
AMZN funds › AMAZON COM INC TRIM 1.2% +0.2% 10.2 42,683 -4,803 5
FENI funds › FIDELITY COVINGTON TRUST TRIM 1.1% -0.1% 9.8 244,013 -66,708 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 1.1% -0.0% 9.8 19,511 -3,635 5
CVX funds › CHEVRON CORPORATION TRIM 1.1% -0.2% 9.6 58,197 -4,122 5
IEFA funds › ISHARES TR TRIM 1.1% -0.0% 9.3 95,926 -23,249 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 1.1% -0.3% 9.2 58,152 -28,664 5
ESOA funds › ENERGY SERVICES OF AMER CORP HOLD 1.0% +0.4% 8.9 462,149 +0 5
CUSIP:02072Q176 funds › EA SERIES TRUST NEW 1.0% +1.0% 8.9 173,163 +173,163 1
MTUM funds › ISHARES TR TRIM 1.0% -0.2% 8.8 25,630 -23,844 5
BOXX funds › EA SERIES TRUST TRIM 1.0% -0.1% 8.6 73,753 -16,425 5
CAOS funds › EA SERIES TRUST NEW 1.0% +1.0% 8.6 95,334 +95,334 1
HIDE funds › EA SERIES TRUST NEW 1.0% +1.0% 8.5 356,556 +356,556 1
AVUV funds › AMERICAN CENTY ETF TR TRIM 1.0% -0.1% 8.5 68,093 -28,709 5
LLY funds › ELI LILLY & CO ADD 1.0% +0.5% 8.5 7,061 +1,451 5
QMOM funds › EA SERIES TRUST TRIM 0.9% -0.3% 8.0 101,120 -69,913 5
VOO funds › VANGUARD INDEX FDS TRIM 0.9% +0.1% 7.4 10,725 -2,358 5
QVAL funds › EA SERIES TRUST TRIM 0.9% -0.3% 7.3 131,695 -78,985 5
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 0.8% -0.3% 6.8 140,148 -70,024 5
TLH funds › ISHARES TR TRIM 0.8% -0.1% 6.8 67,450 -19,966 5
FRDM funds › EA SERIES TRUST TRIM 0.8% -0.1% 6.7 91,263 -55,320 5
SHLD funds › GLOBAL X FDS TRIM 0.8% -0.1% 6.6 110,071 -2,925 4
PM funds › PHILIP MORRIS INTL INC TRIM 0.8% +0.0% 6.6 36,221 -6,204 5
EMGF funds › ISHARES INC TRIM 0.7% -0.6% 6.4 87,614 -120,688 5
AVGO funds › BROADCOM INC TRIM 0.7% +0.2% 6.3 16,588 -1,015 5
LRCX funds › LAM RESEARCH CORP TRIM 0.7% +0.4% 6.1 14,133 -1,443 5
CSCO funds › CISCO SYS INC TRIM 0.7% +0.3% 6.0 51,383 -4,029 5
IALT funds › BLACKROCK ETF TRUST NEW 0.7% +0.7% 5.7 203,957 +203,957 1
HD funds › HOME DEPOT INC TRIM 0.7% +0.0% 5.6 15,985 -1,924 5
MGC funds › VANGUARD WORLD FD HOLD 0.6% +0.2% 5.5 20,280 +0 5
BINC funds › BLACKROCK ETF TRUST II TRIM 0.6% -0.1% 5.4 103,010 -39,203 5
FRMM funds › FORUM MARKETS INC ADD 0.6% +0.4% 5.2 958,275 +190,475 2
THRO funds › BLACKROCK ETF TRUST TRIM 0.6% -0.3% 5.2 120,093 -128,419 5
ORCL funds › ORACLE CORP TRIM 0.6% +0.1% 5.2 35,223 -604 5
WMT funds › WALMART INC TRIM 0.6% +0.0% 5.1 45,197 -272 5
BLK funds › BLACKROCK INC TRIM 0.6% +0.0% 5.0 5,237 -435 5
IJS funds › ISHARES TR TRIM 0.6% +0.0% 4.9 35,625 -10,161 5
IVV funds › ISHARES TR TRIM 0.6% +0.1% 4.8 6,405 -298 5
CTAS funds › CINTAS CORP TRIM 0.5% +0.1% 4.7 27,677 -296 5
NVDA funds › NVIDIA CORPORATION TRIM 0.5% +0.0% 4.6 23,222 -5,739 5
ABBV funds › ABBVIE INC TRIM 0.5% -0.0% 4.6 18,285 -7,491 5
CAAP funds › CORPORACION AMER ARPTS S A TRIM 0.5% +0.0% 4.1 161,550 -18,500 5
AVDV funds › AMERICAN CENTY ETF TR TRIM 0.5% -0.0% 4.0 38,335 -9,824 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.5% -0.3% 3.9 28,538 -15,726 5
INTF funds › ISHARES TR TRIM 0.5% -0.6% 3.9 94,579 -175,531 5
MO funds › ALTRIA GROUP INC TRIM 0.5% +0.0% 3.9 53,764 -5,496 5
VUG funds › VANGUARD INDEX FDS ADD 0.4% +0.1% 3.8 44,339 +35,682 5
VBR funds › VANGUARD INDEX FDS TRIM 0.4% -0.1% 3.7 15,304 -7,378 5
GLW funds › CORNING INC ADD 0.4% +0.2% 3.6 14,267 +59 5
VT funds › VANGUARD INTL EQUITY INDEX F TRIM 0.4% -0.1% 3.6 23,095 -11,108 5
PEP funds › PEPSICO INC TRIM 0.4% -0.1% 3.6 26,742 -4,328 5
VIGI funds › VANGUARD WHITEHALL FDS TRIM 0.4% -0.1% 3.6 38,741 -17,398 5
VYMI funds › VANGUARD WHITEHALL FDS TRIM 0.4% +0.0% 3.6 36,730 -1,587 5
IUSG funds › ISHARES TR TRIM 0.4% +0.0% 3.5 18,410 -4,732 5
ETN funds › EATON CORP PLC TRIM 0.4% +0.0% 3.4 8,058 -1,895 5
IMOM funds › EA SERIES TRUST ADD 0.4% +0.1% 3.4 79,205 +15,675 5
VOE funds › VANGUARD INDEX FDS TRIM 0.4% -0.0% 3.4 17,323 -4,860 5
V funds › VISA INC TRIM 0.4% +0.1% 3.2 9,425 -979 5
CIB funds › GRUPO CIBEST SA TRIM 0.4% +0.0% 3.1 39,240 -4,050 5
IEMG funds › ISHARES INC TRIM 0.3% +0.0% 2.9 35,010 -7,347 5
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 2.9 5,108 -1,491 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.3% +0.2% 2.8 4,847 +80 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.3% -0.0% 2.8 7,811 -1,451 5
VTEB funds › VANGUARD MUN BD FDS TRIM 0.3% -0.0% 2.7 54,081 -16,711 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.3% +0.0% 2.7 2,902 -111 5
IJJ funds › ISHARES TR TRIM 0.3% +0.1% 2.7 18,261 -957 5
PG funds › PROCTER & GAMBLE CO TRIM 0.3% -0.1% 2.6 18,059 -8,209 5
FHN funds › FIRST HORIZON CORPORATION TRIM 0.3% +0.1% 2.4 95,494 -916 5
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.3% -0.1% 2.2 25,725 -14,279 5
VTV funds › VANGUARD INDEX FDS ADD 0.2% +0.1% 2.1 9,620 +251 3
IAUM funds › ISHARES GOLD TRUST MICRO TRIM 0.2% -0.1% 2.1 51,763 -28,261 4
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.2% +0.0% 2.0 34,624 -2,359 5
ABT funds › ABBOTT LABORATORIES TRIM 0.2% -0.1% 1.9 21,154 -4,698 5
TROW funds › PRICE T ROWE GROUP INC TRIM 0.2% -0.1% 1.9 16,776 -17,095 2
MUB funds › ISHARES TR TRIM 0.2% -0.1% 1.9 17,335 -15,529 5
AMGN funds › AMGEN INC TRIM 0.2% +0.0% 1.9 5,143 -623 5
SLV funds › ISHARES SILVER TR HOLD 0.2% -0.0% 1.8 32,800 +0 5
IVAL funds › EA SERIES TRUST ADD 0.2% +0.2% 1.7 50,762 +38,875 5
LRGF funds › ISHARES TR TRIM 0.2% -0.0% 1.7 22,419 -11,536 5
NRP funds › NATURAL RESOURCE PARTNERS LP TRIM 0.2% -0.0% 1.7 17,465 -600 5
CUSIP:25961D105 funds › DOUGLAS ELLIMAN INC ADD 0.2% +0.1% 1.7 950,000 +312,500 2
MCD funds › MCDONALDS CORP TRIM 0.2% -0.0% 1.7 6,113 -292 5
SBUX funds › STARBUCKS CORP TRIM 0.2% +0.0% 1.6 15,908 -2,152 5
CAT funds › CATERPILLAR INC TRIM 0.2% +0.1% 1.6 1,465 -149 5
IWV funds › ISHARES TR HOLD 0.2% +0.0% 1.5 3,500 +0 5
VXF funds › VANGUARD INDEX FDS HOLD 0.2% +0.0% 1.5 6,000 +0 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.2% +0.0% 1.5 4,341 -1,043 5
ET funds › ENERGY TRANSFER L P HOLD 0.2% +0.0% 1.4 73,790 +0 5
KO funds › COCA COLA CO TRIM 0.2% +0.0% 1.4 17,309 -2,700 5
TSLA funds › TESLA INC ADD 0.2% +0.0% 1.4 3,332 +102 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.2% -0.0% 1.4 18,903 -3,611 5
UNP funds › UNION PAC CORP TRIM 0.2% +0.0% 1.3 4,918 -406 5
IVLU funds › ISHARES TR TRIM 0.2% +0.0% 1.3 31,005 -2,177 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 1.3 30,375 -1,689 5
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% +0.0% 1.2 15,012 -352 5
T funds › AT&T INC ADD 0.1% -0.0% 1.2 55,803 +349 5
WM funds › WASTE MGMT INC DEL TRIM 0.1% +0.0% 1.2 5,168 -35 5
IBCA funds › ISHARES TR ADD 0.1% +0.1% 1.2 44,950 +18,950 3
NKE funds › NIKE INC TRIM 0.1% -0.0% 1.1 27,588 -1,409 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 1.1 11,692 -1,573 5
DGRO funds › ISHARES TR HOLD 0.1% +0.0% 1.1 14,829 +0 5
SPYM funds › SPDR SERIES TRUST ADD 0.1% +0.0% 1.1 12,712 +2,157 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.1% +0.0% 1.1 30,085 +0 5
SYSB funds › ISHARES TR TRIM 0.1% +0.0% 1.1 12,439 -1,090 3
AVAL funds › GRUPO AVAL ACCIONES Y VALORE ADD 0.1% +0.0% 1.1 210,123 +934 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.1% -0.0% 1.1 17,706 -11,910 5
MDLZ funds › MONDELEZ INTL INC TRIM 0.1% +0.0% 1.1 18,258 -662 5
ASML funds › ASML HLDG NV TRIM 0.1% +0.0% 1.1 528 -182 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 1.0 2,030 +17 5
NFLX funds › NETFLIX INC. TRIM 0.1% -0.0% 1.0 14,066 -1,944 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% +0.0% 1.0 1,934 -312 5
DFAR funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.5% 1.0 37,956 -208,538 5
WFC funds › WELLS FARGO & CO TRIM 0.1% +0.0% 0.9 11,325 -144 5
CGDV funds › CAPITAL GROUP DIVIDEND VALUE HOLD 0.1% +0.0% 0.9 18,652 +0 3
IXUS funds › ISHARES TR ADD 0.1% +0.0% 0.9 9,443 +80 5
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 0.9 9,398 -5,801 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 0.9 3,148 -836 5
OEF funds › ISHARES TR TRIM 0.1% -0.2% 0.9 2,401 -6,763 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.1% +0.0% 0.9 1,834 -804 5
INTC funds › INTEL CORP TRIM 0.1% +0.1% 0.9 6,242 -2,390 5
IBDS funds › ISHARES TR ADD 0.1% +0.0% 0.9 35,784 +4,915 5
ENB funds › ENBRIDGE INC ADD 0.1% +0.0% 0.9 15,976 +110 5
SPYD funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.9 18,000 +0 3
EDV funds › VANGUARD WORLD FD TRIM 0.1% -0.2% 0.8 12,792 -37,348 5
VLO funds › VALERO ENERGY CORP TRIM 0.1% +0.0% 0.8 3,166 -3 3
CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC TRIM 0.1% +0.0% 0.8 7,009 -325 5
IBDZ funds › ISHARES TR ADD 0.1% +0.0% 0.8 31,515 +4,515 5
SCHM funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.8 21,883 +0 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.8 8,354 -2,416 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% +0.0% 0.8 3,768 -62 5
IWL funds › ISHARES TR HOLD 0.1% +0.0% 0.8 4,330 +0 3
IBDY funds › ISHARES TR ADD 0.1% +0.0% 0.8 31,080 +3,830 5
HCA funds › HCA HEALTHCARE INC ADD 0.1% -0.0% 0.8 2,041 +9 5
MRK funds › MERCK & CO INC TRIM 0.1% +0.0% 0.8 6,187 -18 5
SCHR funds › SCHWAB STRATEGIC TR TRIM 0.1% -2.5% 0.8 32,128 -965,027 5
IBDX funds › ISHARES TR ADD 0.1% +0.0% 0.8 31,230 +3,900 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.1% +0.0% 0.8 1,050 +4 5
STIP funds › ISHARES TR NEW 0.1% +0.1% 0.8 7,642 +7,642 1
SLQD funds › ISHARES TR TRIM 0.1% -0.0% 0.7 14,659 -1,900 5
NU funds › NU HLDGS LTD HOLD 0.1% +0.0% 0.7 55,027 +0 5
VLUE funds › ISHARES TR TRIM 0.1% +0.0% 0.7 3,673 -62 5
TFI funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.7 15,479 +0 5
EFV funds › ISHARES TR TRIM 0.1% -0.0% 0.7 9,196 -2,863 5
BTI funds › BRITISH AMERN TOB PLC TRIM 0.1% +0.0% 0.7 11,393 -1,118 5
IBDT funds › ISHARES TR ADD 0.1% +0.0% 0.7 27,165 +4,700 5
IBDU funds › ISHARES TR ADD 0.1% +0.0% 0.7 29,459 +5,110 5
ICVT funds › ISHARES TR TRIM 0.1% -0.1% 0.7 5,555 -7,443 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 0.7 4,723 -1,464 5
ACMR funds › ACM RESH INC NEW Common Stock 0.1% +0.1% 0.7 5,275 +5,275 1
BND funds › VANGUARD BD INDEX FDS NEW 0.1% +0.1% 0.6 8,779 +8,779 1
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.6 7,986 +5,917 5
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.1% -0.0% 0.6 1,231 -1,245 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.6 1,541 -484 5
IBDV funds › ISHARES TR ADD 0.1% +0.0% 0.6 29,250 +5,405 5
BAC funds › BANK OF AMER CORP TRIM 0.1% +0.0% 0.6 11,075 -1,858 5
MCK funds › MCKESSON CORP TRIM 0.1% -0.0% 0.6 820 -115 5
FCX funds › FREEPORT MCMORAN INC TRIM 0.1% +0.0% 0.6 9,798 -41 5
IBDW funds › ISHARES TR ADD 0.1% +0.0% 0.6 29,480 +4,750 5
VDE funds › VANGUARD WORLD FD HOLD 0.1% -0.0% 0.6 4,000 +0 4
IBDR funds › ISHARES TR TRIM 0.1% +0.0% 0.6 24,763 -2,080 5
ITM funds › VANECK ETF TRUST ADD 0.1% +0.0% 0.6 12,706 +655 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.6 3,968 -70 5
IJH funds › ISHARES TR HOLD 0.1% +0.0% 0.6 7,455 +0 5
QQQ funds › INVESCO QQQ TR TRIM 0.1% +0.0% 0.6 773 -13 4
TRV funds › TRAVELERS COMPANIES INC TRIM 0.1% +0.0% 0.6 1,714 -303 5
LAMR funds › LAMAR ADVERTISING CO HOLD 0.1% +0.0% 0.6 3,615 +0 3
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.2% 0.6 9,613 -39,781 4
CART funds › MAPLEBEAR INC HOLD 0.1% +0.0% 0.5 11,141 +0 5
AFL funds › AFLAC INC TRIM Common Stock 0.1% +0.0% 0.5 4,431 -153 4
PKW funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 0.5 3,600 +0 5
TSEM funds › TOWER SEMICONDUCTOR LTD HOLD 0.1% +0.0% 0.5 1,949 +0 3
NVS funds › NOVARTIS AG TRIM 0.1% +0.0% 0.5 3,189 -9 3
SYY funds › SYSCO CORP TRIM 0.1% -0.0% 0.5 5,922 -6,878 5
SCHD funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.5 15,510 +0 5
D funds › DOMINION ENERGY INC ADD 0.1% +0.0% 0.5 6,958 +4 5
PFE funds › PFIZER INC TRIM 0.1% -0.0% 0.5 19,636 -6,951 5
IWM funds › ISHARES TR TRIM 0.1% +0.0% 0.5 1,570 -2 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.1% +0.0% 0.5 1,250 -13 5
SCHG funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 0.5 13,596 +0 5
COHR funds › COHERENT CORP ADD 0.1% +0.0% 0.5 1,150 +25 3
NVO funds › NOVO-NORDISK A S ADD 0.1% +0.0% 0.4 9,322 +163 5
IEV funds › ISHARES TR ADD 0.1% +0.0% 0.4 6,108 +708 4
CRC funds › CALIFORNIA RES CORP TRIM 0.1% -0.0% 0.4 8,295 -4,345 2
LOW funds › LOWES COS INC TRIM 0.1% +0.0% 0.4 1,967 -61 5
EC funds › ECOPETROL S A HOLD 0.1% +0.0% 0.4 30,425 +0 5
MELI funds › MERCADOLIBRE INC TRIM 0.1% -0.0% 0.4 255 -265 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% +0.0% 0.4 2,071 -48 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.4 808 -216 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% -0.0% 0.4 1,016 +4 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.3% 0.4 13,904 -123,943 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.0% +0.0% 0.4 1,224 -28 5
BIL funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.4 4,195 -4,405 5
BILS funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.4 3,850 +0 5
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.4 2,247 -174 5
C funds › CITIGROUP INC TRIM 0.0% +0.0% 0.4 2,705 -111 5
WMB funds › WILLIAMS COS INC TRIM 0.0% +0.0% 0.4 5,061 -10 3
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% +0.0% 0.4 736 -52 5
GWW funds › WW GRAINGER INC TRIM 0.0% +0.0% 0.4 268 -36 4
JEF funds › JEFFERIES FINANCIAL GROUP IN TRIM 0.0% +0.0% 0.4 7,155 -16 2
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.0% +0.0% 0.4 1,432 -33 4
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.0% +0.0% 0.3 1,291 -168 4
ADI funds › ANALOG DEVICES INC TRIM 0.0% +0.0% 0.3 874 -84 4
USMV funds › ISHARES TR TRIM 0.0% +0.0% 0.3 3,598 -390 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.0% +0.0% 0.3 298 -435 3
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.3 2,050 +2,050 1
SNY funds › SANOFI SA TRIM 0.0% -0.0% 0.3 7,732 -772 3
PANW funds › PALO ALTO NETWORKS INC TRIM 0.0% +0.0% 0.3 965 -431 5
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 0.3 4,218 -55 5
SHYG funds › ISHARES TR HOLD 0.0% +0.0% 0.3 7,635 +0 5
CNQ funds › CANADIAN NAT RES LTD MED TER TRIM 0.0% -0.0% 0.3 7,786 -1,129 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.3 3,232 -3,476 5
XLK funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.3 1,558 +1,558 1
ED funds › CONSOLIDATED EDISON INC ADD 0.0% +0.0% 0.3 2,678 +10 3
EMB funds › ISHARES TR TRIM 0.0% -0.1% 0.3 3,070 -8,193 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.0% +0.0% 0.3 5,784 +342 5
GSIE funds › GOLDMAN SACHS ETF TR TRIM 0.0% -0.0% 0.3 6,317 -8,094 5
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.0% +0.0% 0.3 574 -42 5
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.0% -0.0% 0.3 1,705 -422 4
CCU funds › COMPANIA CERVECERIAS UNIDAS HOLD 0.0% +0.0% 0.3 25,000 +0 5
OMC funds › OMNICOM GROUP INC TRIM 0.0% +0.0% 0.3 3,758 -6 3
EQT funds › EQT CORP TRIM 0.0% -0.0% 0.3 5,093 -2,497 3
PBI funds › PITNEY BOWES INC ADD 0.0% +0.0% 0.3 15,179 +89 2
SHW funds › SHERWIN WILLIAMS CO TRIM 0.0% +0.0% 0.3 767 -124 4
MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD 0.0% +0.0% 0.3 375 +3 5
WDFC funds › WD 40 CO HOLD 0.0% +0.0% 0.3 1,072 +0 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 0.3 7,176 -2,095 5
BA funds › BOEING CO TRIM 0.0% +0.0% 0.3 1,172 -106 5
HWC funds › HANCOCK WHITNEY CORPORATION TRIM 0.0% +0.0% 0.3 3,358 -200 2
BCD funds › ABRDN ETFS HOLD 0.0% +0.0% 0.2 7,270 +0 3
VB funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.2 815 -330 5
SPLV funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% +0.0% 0.2 3,281 +0 5
TLT funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,825 -1,750 5
CB funds › CHUBB LIMITED TRIM 0.0% +0.0% 0.2 716 -67 4
IWR funds › ISHARES TR HOLD 0.0% +0.0% 0.2 2,208 +0 5
EMXC funds › ISHARES INC TRIM 0.0% -0.0% 0.2 2,350 -1,449 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.0% -0.0% 0.2 1,880 -364 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 0.2 3,159 -108 5
CIFR funds › CIPHER DIGITAL INC NEW 0.0% +0.0% 0.2 9,250 +9,250 1
EFG funds › ISHARES TR TRIM 0.0% -0.0% 0.2 1,815 -1,393 5
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 0.2 1,776 -504 5
VSXY funds › VICTORIAS SECRET AND CO NEW 0.0% +0.0% 0.2 2,683 +2,683 1
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% +0.0% 0.2 996 -189 4
XMMO funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 1,300 +1,300 1
ALL funds › ALLSTATE CORP NEW 0.0% +0.0% 0.2 907 +907 1
STNE funds › STONECO LTD ADD 0.0% -0.0% 0.2 19,739 +139 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% +0.0% 0.2 2,305 -123 3
ETR funds › ENTERGY CORP NEW HOLD 0.0% +0.0% 0.2 1,836 +0 2
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.2 430 +430 1
COR funds › CENCORA INC TRIM 0.0% +0.0% 0.2 735 -7 4
IWO funds › ISHARES TR NEW 0.0% +0.0% 0.2 525 +525 1
IWP funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,400 +1,400 1
RSG funds › REPUBLIC SVCS INC TRIM 0.0% +0.0% 0.2 951 -19 4
CKX funds › CKX LDS INC TRIM 0.0% +0.0% 0.2 17,157 -1,107 5
PUMP funds › PROPETRO HLDG CORP HOLD 0.0% +0.0% 0.2 12,274 +0 5
PBR funds › PETROLEO BRASILEIRO S A HOLD 0.0% -0.0% 0.2 10,000 +0 5
IRD funds › OPUS GENETICS INC HOLD 0.0% +0.0% 0.0 12,120 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -1,462 0
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.0% 0.0 0 -1,979 0
SID funds › COMPANHIA SIDERURGICA NACION EXIT 0.0% -0.0% 0.0 0 -160,000 0
ESQ funds › ESQUIRE FINL HLDGS INC EXIT 0.0% -0.0% 0.0 0 -4,000 0
IAU funds › ISHARES GOLD TR EXIT 0.0% -0.0% 0.0 0 -2,820 0
SDY funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -1,490 0
CUSIP:74587V107 funds › PUMA BIOTECHNOLOGY INC EXIT 0.0% -0.0% 0.0 0 -10,092 0
DEO funds › DIAGEO PLC EXIT 0.0% -0.0% 0.0 0 -3,376 0
TJX funds › TJX COS INC NEW EXIT 0.0% -0.0% 0.0 0 -1,310 0
TMC funds › TMC THE METALS COMPANY INC EXIT 0.0% -0.0% 0.0 0 -12,195 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.0% 0.0 0 -1,532 0
AGG funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -13,181 0
GLD funds › SPDR GOLD TR EXIT 0.0% -0.0% 0.0 0 -775 0
GPRK funds › GEOPARK LTD EXIT 0.0% -0.0% 0.0 0 -14,000 0
IGIB funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -8,663 0
APO funds › APOLLO GLOBAL MGMT INC EXIT 0.0% -0.0% 0.0 0 -4,019 0
MTN funds › VAIL RESORTS INC EXIT 0.0% -0.0% 0.0 0 -1,722 0
BDX funds › BECTON DICKINSON & CO EXIT 0.0% -0.0% 0.0 0 -1,468 0
FNDF funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.1% 0.0 0 -16,369 0
EOG funds › EOG RES INC EXIT 0.0% -0.0% 0.0 0 -1,489 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 858 272 0.13 32% 0.018 0.329 in
2026Q1 969 276 0.11 33% 0.019 0.418 in
2025Q4 1,093 310 0.09 35% 0.019 0.430 in
2025Q3 1,053 265 0.08 35% 0.021 0.458 in
2025Q2 953 234 0.09 37% 0.023 0.480 entered
2025Q1 890 233 0.00 38% 0.026 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