Fund Universe

Capital Market Strategies LLC

CIK 0001810158 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.270
AUM ($M)
144
Positions
139
Turnover
0.11
Top-10 wt
50%
Herfindahl
0.037
History (qtrs)
2
Excess Return
not eligible

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Security type

Holdings · 154 positions · portfolio value $144M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
FLOT funds › ISHARES TR TRIM 9.0% -0.6% 13.0 254,422 -29,219 1
MSFT funds › MICROSOFT CORP TRIM 9.0% +1.7% 12.9 25,908 -3,125 1
AAPL funds › APPLE INC TRIM 8.2% -1.0% 11.9 57,805 -4,407 1
NVDA funds › NVIDIA CORPORATION TRIM 7.7% -0.1% 11.0 69,836 -37,305 1
FRBA funds › FIRST BK WILLIAMSTOWN NEW JE TRIM 3.7% +0.3% 5.4 346,113 -1,200 1
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 3.1% +1.0% 4.5 32,685 -5,313 1
VSLU funds › ETF OPPORTUNITIES TRUST TRIM 2.5% +0.3% 3.5 90,244 -1,202 1
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 2.4% -0.1% 3.5 82,395 -10,255 1
COST funds › COSTCO WHSL CORP NEW TRIM 2.1% +0.0% 3.0 2,985 -243 1
TSM funds › TAIWAN SEMICONDUCTOR MFG LTD TRIM 2.0% +0.5% 2.9 12,918 -513 1
RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM 1.9% -0.1% 2.8 68,568 -22,435 1
ITOT funds › ISHARES TR TRIM 1.8% -0.2% 2.5 18,712 -5,118 1
AXON funds › AXON ENTERPRISE INC ADD 1.6% +0.7% 2.3 2,823 +63 1
AMZN funds › AMAZON COM INC TRIM 1.4% +0.2% 1.9 8,857 -483 1
AVGO funds › BROADCOM INC ADD 1.3% +0.6% 1.9 6,744 +128 1
SYM funds › SYMBOTIC INC TRIM 1.0% +0.4% 1.5 38,275 -9,887 1
ABBV funds › ABBVIE INC TRIM 1.0% -0.4% 1.4 7,757 -1,975 1
NET funds › CLOUDFLARE INC TRIM 1.0% +0.3% 1.4 7,048 -1,090 1
USMV funds › ISHARES TR TRIM 0.9% -0.2% 1.3 14,011 -3,656 1
GSBD funds › GOLDMAN SACHS BDC INC TRIM 0.9% -0.3% 1.3 114,000 -34,903 1
CUSIP:74347R248 funds › PROSHARES TR TRIM 0.8% -0.0% 1.2 17,275 -3,291 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.8% -0.1% 1.2 2,499 -110 1
XLE funds › SELECT SECTOR SPDR TR TRIM 0.8% -0.1% 1.2 13,863 -171 1
QQQ funds › INVESCO QQQ TR TRIM 0.8% -0.1% 1.2 2,105 -662 1
CUSIP:M2682V108 funds › CYBERARK SOFTWARE LTD TRIM 0.8% +0.1% 1.1 2,811 -338 1
ASML funds › ASML HOLDING N V TRIM 0.8% +0.1% 1.1 1,407 -112 1
LLY funds › ELI LILLY & CO TRIM 0.8% -1.0% 1.1 1,446 -1,826 1
GOOG funds › ALPHABET INC TRIM 0.7% -0.1% 1.1 5,995 -2,454 1
ARM funds › ARM HOLDINGS PLC TRIM 0.7% +0.2% 1.1 6,518 -1,313 1
GOOGL funds › ALPHABET INC TRIM 0.7% -0.2% 1.0 5,786 -2,670 1
NFLX funds › NETFLIX INC TRIM 0.7% +0.2% 1.0 755 -50 1
CRSP funds › CRISPR THERAPEUTICS AG TRIM 0.7% +0.2% 1.0 20,310 -1,057 1
SOXX funds › ISHARES TR TRIM 0.7% -0.2% 1.0 4,029 -2,508 1
NEE funds › NEXTERA ENERGY INC TRIM 0.6% -0.1% 0.9 13,295 -3,216 1
ROE funds › EA SERIES TRUST TRIM 0.6% +0.0% 0.8 25,259 -3,185 1
ABT funds › ABBOTT LABS TRIM 0.6% -0.1% 0.8 5,923 -986 1
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.6% -0.1% 0.8 7,464 -560 1
META funds › META PLATFORMS INC TRIM 0.5% +0.1% 0.8 1,048 -161 1
AAAU funds › GOLDMAN SACHS PHYSICAL GOLD TRIM 0.5% -0.0% 0.8 23,258 -4,500 1
NOW funds › SERVICENOW INC TRIM 0.5% -0.1% 0.7 691 -350 1
LMT funds › LOCKHEED MARTIN CORP TRIM 0.5% +0.0% 0.7 1,486 -60 1
KLAC funds › KLA CORP ADD 0.5% +0.1% 0.7 755 +19 1
CUSIP:060505682 funds › BANK AMERICA CORP TRIM 0.5% -0.1% 0.7 548 -137 1
BKNG funds › BOOKING HOLDINGS INC TRIM 0.5% +0.1% 0.6 112 -12 1
QQQE funds › DIREXION SHS ETF TR TRIM 0.4% +0.1% 0.6 6,423 -75 1
HD funds › HOME DEPOT INC TRIM 0.4% -1.0% 0.6 1,686 -4,000 1
UNH funds › UNITEDHEALTH GROUP INC ADD 0.4% -0.2% 0.6 1,924 +275 1
QYLD funds › GLOBAL X FDS TRIM 0.4% -0.0% 0.6 34,403 -5,677 1
ORCL funds › ORACLE CORP ADD 0.4% +0.2% 0.6 2,617 +76 1
FTNT funds › FORTINET INC TRIM 0.4% -0.1% 0.5 4,975 -2,500 1
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.4% +0.0% 0.5 965 -89 1
GSLC funds › GOLDMAN SACHS ETF TR TRIM 0.4% +0.0% 0.5 4,239 -28 1
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.4% +0.0% 0.5 2,500 -100 1
CCJ funds › CAMECO CORP TRIM 0.4% +0.2% 0.5 6,827 -204 1
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.5% 0.5 3,224 -4,374 1
UTF funds › COHEN & STEERS INFRASTRUCTUR TRIM 0.3% -0.0% 0.5 18,169 -3,456 1
PGR funds › PROGRESSIVE CORP ADD 0.3% +0.1% 0.5 1,830 +608 1
IGM funds › ISHARES TR HOLD 0.3% +0.1% 0.5 4,125 +0 1
KO funds › COCA COLA CO NEW 0.3% +0.3% 0.5 6,531 +6,531 1
GOF funds › GUGGENHEIM STRATEGIC OPPORTU TRIM 0.3% -0.0% 0.5 31,000 -4,270 1
IVV funds › ISHARES TR TRIM 0.3% +0.0% 0.5 731 -9 1
WTRG funds › ESSENTIAL UTILS INC TRIM 0.3% -0.1% 0.4 12,100 -2,000 1
LOW funds › LOWES COS INC TRIM 0.3% -0.0% 0.4 1,990 -249 1
ADX funds › ADAMS DIVERSIFIED EQUITY FD TRIM 0.3% +0.0% 0.4 20,110 -1,020 1
AMSC funds › AMERICAN SUPERCONDUCTOR CORP TRIM 0.3% +0.1% 0.4 11,688 -1,500 1
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.3% -0.1% 0.4 1,027 +0 1
CNI funds › CANADIAN NATL RY CO HOLD 0.3% +0.0% 0.4 4,000 +0 1
WMB funds › WILLIAMS COS INC ADD 0.3% +0.1% 0.4 6,601 +2,650 1
TXT funds › TEXTRON INC TRIM 0.3% +0.0% 0.4 5,150 -700 1
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.3% +0.0% 0.4 2,253 -160 1
ARKK funds › ARK ETF TR TRIM 0.3% +0.1% 0.4 5,787 -395 1
IWM funds › ISHARES TR HOLD 0.3% +0.0% 0.4 1,876 +0 1
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.3% +0.0% 0.4 1,309 -76 1
IYW funds › ISHARES TR HOLD 0.3% +0.1% 0.4 2,324 +0 1
RECS funds › COLUMBIA ETF TR I NEW 0.3% +0.3% 0.4 10,558 +10,558 1
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.3% -0.0% 0.4 14,414 -1,328 1
ANET funds › ARISTA NETWORKS INC TRIM 0.3% +0.0% 0.4 3,727 -801 1
KLIP funds › KRANESHARES TRUST NEW 0.3% +0.3% 0.4 11,739 +11,739 1
DVY funds › ISHARES TR TRIM 0.3% +0.0% 0.4 2,783 -46 1
PG funds › PROCTER AND GAMBLE CO TRIM 0.3% -0.0% 0.4 2,310 -173 1
PKW funds › INVESCO EXCHANGE TRADED FD T HOLD 0.3% +0.0% 0.4 2,976 +0 1
MINT funds › PIMCO ETF TR TRIM 0.3% -0.0% 0.4 3,600 -400 1
ACN funds › ACCENTURE PLC IRELAND TRIM 0.2% -0.0% 0.4 1,178 -50 1
GRNY funds › TIDAL ETF TR TRIM 0.2% +0.0% 0.3 15,390 -1,000 1
JPM funds › JPMORGAN CHASE & CO. ADD 0.2% +0.1% 0.3 1,170 +77 1
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.2% -0.1% 0.3 2,448 -337 1
SPY funds › SPDR S&P 500 ETF TR NEW 0.2% +0.2% 0.3 543 +543 1
SJNK funds › SPDR SER TR TRIM 0.2% -0.0% 0.3 13,084 -2,500 1
LMBS funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.2% +0.0% 0.3 6,751 +0 1
CVX funds › CHEVRON CORP NEW TRIM 0.2% -0.0% 0.3 2,302 -87 1
DGRO funds › ISHARES TR ADD 0.2% +0.0% 0.3 5,138 +115 1
STK funds › COLUMBIA SELIGM PREM TECH GR TRIM 0.2% +0.0% 0.3 10,526 -1,000 1
IBB funds › ISHARES TR TRIM 0.2% -0.0% 0.3 2,529 -195 1
ET funds › ENERGY TRANSFER L P TRIM 0.2% -0.0% 0.3 17,323 -4,000 1
JGRO funds › J P MORGAN EXCHANGE TRADED F NEW 0.2% +0.2% 0.3 3,584 +3,584 1
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.2% +0.0% 0.3 2,159 -408 1
INTC funds › INTEL CORP TRIM 0.2% +0.0% 0.3 13,555 -20 1
GLD funds › SPDR GOLD TR ADD 0.2% +0.0% 0.3 986 +100 1
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.2% -0.1% 0.3 670 -350 1
PTY funds › PIMCO CORPORATE & INCOME OPP NEW 0.2% +0.2% 0.3 20,965 +20,965 1
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.2% -0.0% 0.3 5,027 -326 1
IJT funds › ISHARES TR ADD 0.2% +0.0% 0.3 2,106 +38 1
PSX funds › PHILLIPS 66 TRIM 0.2% -0.0% 0.3 2,339 -200 1
XSD funds › SPDR SER TR HOLD 0.2% +0.0% 0.3 1,087 +0 1
CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 0.3 6,835 -875 1
TLN funds › TALEN ENERGY CORP TRIM 0.2% +0.0% 0.3 950 -300 1
RTX funds › RTX CORPORATION TRIM 0.2% -0.1% 0.3 1,841 -1,000 1
CWB funds › SPDR SER TR TRIM 0.2% -0.0% 0.3 3,220 -700 1
THC funds › TENET HEALTHCARE CORP HOLD 0.2% +0.0% 0.3 1,500 +0 1
QCOM funds › QUALCOMM INC TRIM 0.2% +0.0% 0.3 1,641 -125 1
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.2% -0.0% 0.3 2,865 +2,667 1
PANW funds › PALO ALTO NETWORKS INC TRIM 0.2% +0.0% 0.3 1,251 -137 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.2% -0.1% 0.3 872 -400 1
CUSIP:438516106 funds › HONEYWELL INTL INC TRIM 0.2% +0.0% 0.2 1,072 -7 1
TXN funds › TEXAS INSTRS INC TRIM 0.2% +0.0% 0.2 1,198 -100 1
LTBR funds › LIGHTBRIDGE CORP HOLD 0.2% +0.1% 0.2 18,500 +0 1
SPTM funds › SPDR SER TR NEW 0.2% +0.2% 0.2 3,286 +3,286 1
LIN funds › LINDE PLC HOLD 0.2% +0.0% 0.2 515 +0 1
EVG funds › EATON VANCE SHORT DURATION D TRIM 0.2% +0.0% 0.2 21,260 -500 1
PBE funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% +0.0% 0.2 3,627 -100 1
ZTS funds › ZOETIS INC TRIM 0.2% -0.0% 0.2 1,445 -300 1
PNC funds › PNC FINL SVCS GROUP INC HOLD 0.2% +0.0% 0.2 1,189 +0 1
NULG funds › NUSHARES ETF TR NEW 0.2% +0.2% 0.2 2,304 +2,304 1
PM funds › PHILIP MORRIS INTL INC NEW 0.1% +0.1% 0.2 1,180 +1,180 1
MRK funds › MERCK & CO INC TRIM 0.1% -0.1% 0.2 2,675 -1,658 1
FMN funds › FEDERATED HERMES PREM MUNI I TRIM 0.1% -0.0% 0.2 19,412 -1,124 1
SPGI funds › S&P GLOBAL INC TRIM 0.1% -0.1% 0.2 391 -186 1
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.1% -0.0% 0.2 357 -34 1
JPST funds › J P MORGAN EXCHANGE TRADED F HOLD 0.1% +0.0% 0.2 3,971 +0 1
PEP funds › PEPSICO INC TRIM 0.1% -0.1% 0.2 1,522 -828 1
NBH funds › NEUBERGER BERMAN MUN FD INC TRIM 0.1% -0.0% 0.2 18,950 -789 1
GGN funds › GAMCO GLOBAL GOLD NAT RES & TRIM 0.1% -0.0% 0.2 40,052 -2,964 1
NMAI funds › NUVEEN MULTI ASSET INCOME FU NEW 0.1% +0.1% 0.1 11,542 +11,542 1
CGO funds › CALAMOS GLOBAL TOTAL RETURN TRIM 0.1% -0.0% 0.1 11,168 -5,390 1
DSM funds › BNY MELLON STRATEGIC MUN BD ADD 0.1% +0.0% 0.1 19,700 +1,000 1
LEO funds › BNY MELLON STRATEGIC MUNS IN TRIM 0.0% -0.0% 0.1 11,701 -1,420 1
EU funds › ENCORE ENERGY CORP NEW 0.0% +0.0% 0.1 23,831 +23,831 1
CUSIP:32026V104 funds › FIRST FNDTN INC HOLD 0.0% +0.0% 0.1 12,110 +0 1
CUSIP:34385PAA6 funds › STANDARD BIOTOOLS INC HOLD 0.0% +0.0% 0.0 42,000 +0 1
NVS funds › NOVARTIS AG EXIT 0.0% -0.2% 0.0 0 -2,700 0
COP funds › CONOCOPHILLIPS EXIT 0.0% -0.1% 0.0 0 -1,955 0
EMR funds › EMERSON ELEC CO EXIT 0.0% -0.3% 0.0 0 -4,128 0
CSL funds › CARLISLE COS INC EXIT 0.0% -0.2% 0.0 0 -746 0
AXP funds › AMERICAN EXPRESS CO EXIT 0.0% -0.2% 0.0 0 -860 0
NVO funds › NOVO-NORDISK A S EXIT 0.0% -0.2% 0.0 0 -5,161 0
GNL funds › GLOBAL NET LEASE INC EXIT 0.0% -0.1% 0.0 0 -11,434 0
MA funds › MASTERCARD INCORPORATED EXIT 0.0% -0.3% 0.0 0 -930 0
CUSIP:500767470 funds › KRANESHARES TRUST EXIT 0.0% -0.3% 0.0 0 -11,551 0
EXP funds › EAGLE MATLS INC EXIT 0.0% -0.1% 0.0 0 -941 0
WMT funds › WALMART INC EXIT 0.0% -0.2% 0.0 0 -2,825 0
LULU funds › LULULEMON ATHLETICA INC EXIT 0.0% -0.2% 0.0 0 -820 0
UNP funds › UNION PAC CORP EXIT 0.0% -0.4% 0.0 0 -2,294 0
CUSIP:046353108 funds › ASTRAZENECA PLC EXIT 0.0% -0.2% 0.0 0 -3,091 0
CP funds › CANADIAN PACIFIC KANSAS CITY EXIT 0.0% -0.2% 0.0 0 -3,500 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
2025Q2 144 139 0.11 50% 0.037 0.281 entered
2025Q1 150 143 0.00 48% 0.036 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