Fund Universe

Wellspring Financial Advisors, LLC

CIK 0001811308 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.784
AUM ($M)
1,518
Positions
288
Turnover
0.08
Top-10 wt
61%
Herfindahl
0.074
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 315 positions · portfolio value $1,518M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD 22.9% +3.0% 347.2 4,794,502 +4,389,884 5
IEFA funds › ISHARES TR ADD 6.6% -0.2% 100.0 1,695,488 +74,768 5
AAAU funds › GOLDMAN SACHS PHYSICAL GOLD ADD 5.8% -1.4% 88.1 2,225,662 +159,898 5
VYM funds › VANGUARD WHITEHALL FDS ADD 4.7% -0.3% 71.5 2,958,647 +49,470 5
SOXX funds › ISHARES TR TRIM 4.6% +0.9% 70.0 109,196 -42,595 5
VTI funds › VANGUARD INDEX FDS TRIM 4.1% -0.1% 62.2 6,157,836 -4,143 5
AAPL funds › APPLE INC TRIM 3.4% -0.0% 51.5 178,366 -1,230 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 3.3% -0.1% 50.3 863,583 +94,141 4
IEMG funds › ISHARES INC ADD 3.1% +0.2% 46.4 918,763 +44,785 5
XLK funds › SELECT SECTOR SPDR TR ADD 3.0% +1.3% 45.2 237,362 +65,834 5
XLV funds › SELECT SECTOR SPDR TR ADD 2.9% -0.1% 43.7 275,344 +3,133 4
IFRA funds › ISHARES TR ADD 2.8% +0.4% 42.7 676,791 +112,794 3
IWF funds › ISHARES TR ADD 2.3% +0.0% 35.5 286,136 +214,145 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.9% -0.0% 28.8 866,550 +115,316 5
NVDA funds › NVIDIA CORPORATION TRIM 1.2% -0.2% 18.4 92,274 -14,078 5
AMZN funds › AMAZON COM INC TRIM 1.0% -0.0% 15.4 64,409 -2,119 5
VTV funds › VANGUARD INDEX FDS TRIM 1.0% -0.0% 15.0 903,424 -274 5
VUG funds › VANGUARD INDEX FDS ADD 0.9% +0.0% 13.7 1,164,575 +122,521 5
GOOG funds › ALPHABET INC TRIM 0.9% +0.1% 13.4 37,862 -731 5
MSFT funds › MICROSOFT CORP TRIM 0.9% -0.2% 13.3 484,667 -29,712 5
VOO funds › VANGUARD INDEX FDS ADD 0.8% +0.0% 12.3 521,959 +171,283 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.8% -0.0% 12.2 17,337 -264 5
IVW funds › ISHARES TR TRIM 0.8% +0.0% 11.7 85,038 -288 5
IWD funds › ISHARES TR TRIM 0.7% -0.0% 10.0 41,227 -293 5
GOOGL funds › ALPHABET INC TRIM 0.7% +0.0% 10.0 27,924 -954 5
SGOV funds › ISHARES TR TRIM 0.6% -0.8% 9.2 90,999 -89,372 5
SPYG funds › SPDR SERIES TRUST TRIM 0.6% +0.0% 8.9 74,967 -2,136 5
SDY funds › SPDR SERIES TRUST TRIM 0.5% -0.1% 8.1 52,926 -2,292 5
IAU funds › ISHARES GOLD TR ADD 0.5% -0.2% 7.4 98,043 +57 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.4% -0.0% 5.6 17,097 -632 5
AVGO funds › BROADCOM INC TRIM 0.4% +0.0% 5.6 14,817 -63 5
IJR funds › ISHARES TR TRIM 0.4% -0.0% 5.4 364,420 -2,499 5
SHC funds › SOTERA HEALTH CO ADD 0.4% +0.1% 5.3 2,061,790 +130,188 4
META funds › META PLATFORMS INC ADD 0.3% -0.0% 4.9 8,628 +114 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.3% -0.1% 4.6 17,959 -1,219 5
IJH funds › ISHARES TR ADD 0.3% -0.0% 4.4 1,284,848 +15 5
LLY funds › ELI LILLY & CO TRIM 0.3% +0.0% 4.3 3,616 -423 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.3% -0.6% 4.3 4,248 -10,178 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% -0.1% 4.3 4,556 +3 5
V funds › VISA INC TRIM 0.3% -0.0% 4.1 12,043 -1,813 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.3% -0.0% 3.8 18,024 -299 5
FNDX funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 3.7 119,966 +19,419 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 3.6 26,194 -130 5
EFA funds › ISHARES TR ADD 0.2% +0.1% 3.4 1,746,175 +1,731,924 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.2% -0.1% 3.3 6,517 -966 5
AMAT funds › APPLIED MATLS INC TRIM 0.2% +0.1% 3.3 4,508 -446 5
BA funds › BOEING CO ADD 0.2% -0.0% 3.2 14,938 +78 2
QQQ funds › INVESCO QQQ TR HOLD 0.2% -0.0% 3.1 1,436,888 +0 5
IVE funds › ISHARES TR ADD 0.2% -0.0% 3.0 13,220 +4 5
ABBV funds › ABBVIE INC TRIM 0.2% +0.0% 2.9 11,668 -85 5
VXUS funds › VANGUARD STAR FDS HOLD 0.2% -0.0% 2.9 2,933,385 +0 5
BAC funds › BANK OF AMER CORP TRIM 0.2% -0.0% 2.8 49,747 -1,722 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.2% +0.1% 2.8 4,896 +1,110 3
CSCO funds › CISCO SYS INC ADD 0.2% +0.1% 2.7 23,380 +1,439 4
RTX funds › RTX CORPORATION ADD 0.2% -0.0% 2.7 14,397 +20 5
RJF funds › RAYMOND JAMES FINL INC TRIM 0.2% -0.0% 2.6 17,368 -4 5
INTC funds › INTEL CORP ADD 0.2% +0.1% 2.6 18,549 +4,033 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.2% -0.0% 2.5 10,693 -898 5
WMT funds › WALMART INC TRIM 0.2% -0.1% 2.5 21,855 -1,029 5
TSLA funds › TESLA INC ADD 0.2% +0.0% 2.3 22,223 +1,425 5
XLY funds › SELECT SECTOR SPDR TR TRIM 0.2% -0.0% 2.3 19,805 -30 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.2% +0.0% 2.3 4,847 +334 5
CAT funds › CATERPILLAR INC TRIM 0.2% +0.0% 2.3 2,155 -366 5
IJK funds › ISHARES TR ADD 0.1% +0.0% 2.2 18,882 +6 5
ASML funds › ASML HLDG NV ADD 0.1% +0.0% 2.1 1,039 +15 5
IGV funds › ISHARES TR TRIM 0.1% -1.0% 2.0 1,349,322 -171,356 5
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 2.0 1,708 +194 3
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.1% 1.9 4,414 +578 3
MGK funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.9 21,108 +16,891 5
VV funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.7 4,958 +1 5
HDV funds › ISHARES TR ADD 0.1% -0.0% 1.7 61,365 +49,173 5
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 1.6 18,668 -956 3
XLI funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 1.6 8,554 -850 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD 0.1% -0.0% 1.6 30,956 +0 5
ECL funds › ECOLAB INC TRIM 0.1% -0.0% 1.6 5,661 -198 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 1.5 2,974 -295 5
ACVA funds › ACV AUCTIONS INC ADD Common Stock 0.1% +0.1% 1.5 210,541 +130,333 5
IWV funds › ISHARES TR HOLD 0.1% +0.0% 1.5 3,498 +0 5
ACWI funds › ISHARES TR HOLD 0.1% -0.0% 1.5 9,501 +0 5
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 0.1% +0.0% 1.4 5,738 +5 3
NFLX funds › NETFLIX INC. TRIM 0.1% -0.0% 1.4 19,030 -225 5
IWM funds › ISHARES TR TRIM 0.1% +0.0% 1.3 4,448 -30 5
VGT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.3 11,102 +9,648 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 1.3 3,115 -270 5
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 1.3 8,518 +18 5
AMJB funds › JPMORGAN CHASE FINL CO LLC HOLD 0.1% -0.0% 1.3 37,224 +0 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.1% -0.1% 1.3 10,365 -2,402 3
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% -0.0% 1.3 14,383 +95 3
MHD funds › BLACKROCK MUNIHOLDINGS FD IN ADD 0.1% -0.0% 1.3 105,262 +5,200 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.1% +0.0% 1.2 3,622 +31 4
RYAM funds › RAYONIER ADVANCED MATLS INC ADD 0.1% -0.0% 1.2 156,379 +16,429 5
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.1% -0.0% 1.2 3,053 -405 3
IWR funds › ISHARES TR HOLD 0.1% -0.0% 1.2 10,932 +0 5
VWO funds › VANGUARD INTL EQUITY INDEX F HOLD 0.1% -0.0% 1.2 19,361 +0 2
IJJ funds › ISHARES TR ADD 0.1% -0.0% 1.2 7,795 +10 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.1% -0.0% 1.1 4,269 -664 5
DVY funds › ISHARES TR HOLD 0.1% -0.0% 1.1 7,205 +0 5
GLTR funds › ABRDN PRECIOUS METALS BASKET NEW 0.1% +0.1% 1.1 6,209 +6,209 1
IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM 0.1% +0.0% 1.1 12,305 -20 3
IPAC funds › ISHARES TR ADD 0.1% -0.0% 1.0 12,039 +45 4
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.0% 1.0 1,951 -911 5
COWZ funds › PACER FDS TR ADD 0.1% -0.0% 1.0 15,482 +66 3
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 1.0 3,401 -36 4
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.1% -0.0% 1.0 2,721 -391 3
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.9 781 +79 3
VOE funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.9 783,898 -209 5
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.1% -0.0% 0.9 2,726 +2 3
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.0% 0.9 4,486 -413 3
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.1% +0.0% 0.9 926 -141 3
BTT funds › BLACKROCK MUN TARGET TERM TR HOLD 0.1% -0.0% 0.9 38,090 +0 5
VB funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.9 2,810 -120 5
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.0% 0.8 5,115 -45 4
LYV funds › LIVE NATION ENTERTAINMENT IN TRIM 0.1% +0.0% 0.8 4,615 -142 3
VDC funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 0.8 788,817 -135 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.1% -0.0% 0.8 9,099 +69 3
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.1% -0.0% 0.8 11,591 -40 5
RSG funds › REPUBLIC SVCS INC TRIM 0.1% -0.0% 0.8 3,817 -22 3
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.8 2,166 -280 5
COLD funds › AMERICOLD REALTY TRUST INC TRIM 0.1% +0.0% 0.8 50,119 -36 3
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.0% 0.8 7,509 -461 3
TMUS funds › T-MOBILE US INC TRIM 0.1% -0.0% 0.8 4,607 -132 5
CME funds › CME GROUP INC TRIM 0.1% -0.0% 0.8 3,511 -193 2
DE funds › DEERE & CO TRIM 0.1% -0.0% 0.8 1,215 -58 3
BITQ funds › BITWISE FUNDS TRUST HOLD 0.1% +0.0% 0.8 31,387 +0 3
XPO funds › XPO INC TRIM 0.1% -0.0% 0.8 3,712 -38 3
IWP funds › ISHARES TR NEW 0.0% +0.0% 0.8 5,181 +5,181 1
AXP funds › AMERICAN EXPRESS CO ADD 0.0% -0.0% 0.7 2,171 +1 5
PGR funds › PROGRESSIVE CORP TRIM 0.0% -0.0% 0.7 3,348 -420 3
MYN funds › BLACKROCK MUNIYIELD N Y QUAL HOLD 0.0% -0.0% 0.7 71,316 +0 4
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.7 5,345 -740 5
WMB funds › WILLIAMS COS INC HOLD 0.0% -0.0% 0.7 9,691 +0 3
ALC funds › ALCON AG TRIM 0.0% -0.0% 0.7 10,705 -569 2
TWLO funds › TWILIO INC ADD 0.0% +0.0% 0.7 3,482 +78 2
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.7 7,840 -1,599 5
AEE funds › AMEREN CORP HOLD 0.0% -0.0% 0.7 6,259 +0 3
KLAC funds › KLA CORP ADD 0.0% +0.0% 0.7 2,339 +2,057 4
AMGN funds › AMGEN INC TRIM 0.0% -0.0% 0.7 1,927 -4 5
STM funds › STMICROELECTRONICS N V HOLD 0.0% +0.0% 0.7 9,231 +0 2
SPOT funds › SPOTIFY TECHNOLOGY S A HOLD 0.0% -0.0% 0.7 1,473 +0 3
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.7 1,293 -57 3
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.6 1,590 -96 5
TSCO funds › TRACTOR SUPPLY CO NEW 0.0% +0.0% 0.6 20,395 +20,395 1
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.0% +0.0% 0.6 844 -15 5
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.6 4,346 -829 5
MYI funds › BLACKROCK MUNIYIELD QUALITY HOLD 0.0% -0.0% 0.6 56,563 +0 2
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.6 6,522 -540 5
CAH funds › CARDINAL HEALTH INC ADD 0.0% +0.0% 0.6 2,643 +484 2
IJT funds › ISHARES TR TRIM 0.0% -0.0% 0.6 3,510 -506 5
BKR funds › BAKER HUGHES COMPANY ADD 0.0% -0.0% 0.6 11,244 +10 3
MUB funds › ISHARES TR ADD 0.0% -0.0% 0.6 5,632 +154 4
BX funds › BLACKSTONE INC TRIM 0.0% -0.0% 0.6 5,125 -68 4
CRH funds › CRH PLC TRIM 0.0% -0.0% 0.6 5,615 -2,964 5
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.6 7,221 -1,246 5
ARHS funds › ARHAUS INC HOLD 0.0% -0.0% 0.6 327,002 +0 5
COR funds › CENCORA INC ADD 0.0% -0.0% 0.6 2,029 +310 3
WDC funds › WESTERN DIGITAL CORP TRIM 0.0% +0.0% 0.6 885 -51 3
C funds › CITIGROUP INC ADD 0.0% +0.0% 0.6 3,999 +17 3
MDLN funds › MEDLINE INC ADD 0.0% +0.0% 0.5 13,931 +5,140 2
MSCI funds › MSCI INC ADD 0.0% -0.0% 0.5 960 +5 3
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.5 4,213 +216 3
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.0% -0.0% 0.5 5,446 +875 3
RRX funds › REGAL REXNORD CORPORATION HOLD 0.0% +0.0% 0.5 2,193 +0 2
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.5 1,908 -3 3
QCOM funds › QUALCOMM INC NEW 0.0% +0.0% 0.5 2,764 +2,764 1
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.5 1,433 -513 5
FDX funds › FEDEX CORP NEW 0.0% +0.0% 0.5 1,608 +1,608 1
ITOT funds › ISHARES TR ADD 0.0% +0.0% 0.5 3,059 +8 5
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.5 3,072 +3,072 1
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.5 3,365 +248 5
FTNT funds › FORTINET INC TRIM 0.0% -0.0% 0.5 3,117 -2,665 3
IWB funds › ISHARES TR ADD 0.0% +0.0% 0.5 1,167 +2 5
D funds › DOMINION ENERGY INC TRIM 0.0% -0.0% 0.5 6,939 -139 2
ETN funds › EATON CORP PLC HOLD 0.0% +0.0% 0.5 1,108 +0 3
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.5 3,010 -2,416 3
BN funds › BROOKFIELD CORP TRIM 0.0% -0.0% 0.5 11,013 -3,361 3
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.0% -0.0% 0.5 6,548 -733 2
MRK funds › MERCK & CO INC ADD 0.0% -0.0% 0.5 22,465 +45 5
USFD funds › US FOODS HLDG CORP ADD 0.0% +0.0% 0.5 4,453 +212 3
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.5 2,365 -226 3
PH funds › PARKER-HANNIFIN CORP TRIM 0.0% -0.0% 0.4 459 -14 3
GNRC funds › GENERAC HLDGS INC TRIM 0.0% +0.0% 0.4 1,533 -400 2
WELL funds › WELLTOWER INC TRIM 0.0% +0.0% 0.4 1,967 -2 3
CRS funds › CARPENTER TECHNOLOGY CORP NEW 0.0% +0.0% 0.4 722 +722 1
GLW funds › CORNING INC NEW 0.0% +0.0% 0.4 1,742 +1,742 1
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.4 862 +32 5
PM funds › PHILIP MORRIS INTL INC ADD 0.0% -0.0% 0.4 2,421 +29 3
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 4,249 +117 5
MKLY funds › MCKINLEY ACQUISITION CORP HOLD 0.0% -0.0% 0.4 42,700 +0 2
NXPI funds › NXP SEMICONDUCTORS N V ADD 0.0% +0.0% 0.4 1,528 +40 5
RVMD funds › REVOLUTION MEDICINES INC NEW 0.0% +0.0% 0.4 2,265 +2,265 1
VRT funds › VERTIV HOLDINGS CO ADD 0.0% +0.0% 0.4 1,216 +56 2
DOV funds › DOVER CORP TRIM 0.0% -0.0% 0.4 1,782 -23 3
ABNB funds › AIRBNB INC TRIM 0.0% -0.0% 0.4 2,692 -37 2
APH funds › AMPHENOL CORP TRIM 0.0% +0.0% 0.4 2,171 -129 3
T funds › AT&T INC ADD 0.0% -0.0% 0.4 18,431 +514 4
FXF funds › INVESCO CURRENCYSHARES SWISS HOLD 0.0% -0.0% 0.4 3,500 +0 5
MDYG funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.4 367,706 +0 5
SHY funds › ISHARES TR HOLD 0.0% -0.0% 0.4 141,522 +0 5
PWR funds › QUANTA SVCS INC TRIM 0.0% +0.0% 0.4 514 -12 3
ANET funds › ARISTA NETWORKS INC TRIM 0.0% +0.0% 0.4 2,200 -250 4
KOYN funds › CSLM DIGITA ASSET ACQ CORP I HOLD 0.0% -0.0% 0.4 36,000 +0 2
ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW 0.0% +0.0% 0.4 8,043 +8,043 1
EWJ funds › ISHARES INC HOLD 0.0% -0.0% 0.4 3,877 +0 2
STE funds › STERIS PLC ADD 0.0% -0.0% 0.4 1,693 +83 3
FITB funds › FIFTH THIRD BANCORP TRIM 0.0% +0.0% 0.4 6,214 -13 3
NOW funds › SERVICENOW INC TRIM 0.0% -0.0% 0.3 3,416 -3,493 3
CMI funds › CUMMINS INC HOLD 0.0% +0.0% 0.3 485 +0 3
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 0.3 394 +394 1
CLH funds › CLEAN HARBORS INC TRIM 0.0% -0.0% 0.3 1,114 -243 3
TRU funds › TRANSUNION HOLD 0.0% -0.0% 0.3 4,591 +0 3
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% -0.0% 0.3 2,283 -628 3
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.3 5,378 -899 2
MTSI funds › MACOM TECH SOLUTIONS HLDGS I NEW 0.0% +0.0% 0.3 840 +840 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.3 890 -2 3
MUC funds › BLACKROCK MUNIHLDNGS CALI TRIM 0.0% -0.0% 0.3 28,394 -2,800 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.3 3,382 -1,222 4
AFB funds › ALLIANCEBERNSTEIN NATL MUN I ADD 0.0% -0.0% 0.3 27,191 +1,100 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% -0.0% 0.3 2,119 +13 3
ULS funds › UL SOLUTIONS INC TRIM 0.0% -0.0% 0.3 2,974 -266 3
KO funds › COCA COLA CO TRIM 0.0% -0.0% 0.3 13,528 -1,670 5
LH funds › LABCORP HOLDINGS INC ADD 0.0% +0.0% 0.3 1,049 +186 2
SLYV funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.3 2,663 +0 5
NDAQ funds › NASDAQ INC TRIM 0.0% -0.0% 0.3 3,654 -850 3
ACWX funds › ISHARES TR ADD 0.0% -0.0% 0.3 3,756 +41 2
NEM funds › NEWMONT CORP ADD 0.0% -0.0% 0.3 3,059 +2 5
VNME funds › VENDOME ACQUISITION CORP I HOLD 0.0% -0.0% 0.3 28,000 +0 3
FCX funds › FREEPORT MCMORAN INC ADD 0.0% -0.0% 0.3 4,429 +252 3
ITT funds › ITT INC NEW 0.0% +0.0% 0.3 1,408 +1,408 1
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 2,378 +211 5
SARO funds › STANDARDAERO INC NEW 0.0% +0.0% 0.3 9,242 +9,242 1
SHG funds › SHINHAN FINANCIAL GROUP CO L NEW 0.0% +0.0% 0.3 4,346 +4,346 1
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 0.3 3,757 -15 4
IDXX funds › IDEXX LABS INC TRIM 0.0% -0.0% 0.3 502 -31 3
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.3 3,194 -3,180 3
APG funds › API GROUP CORP TRIM 0.0% -0.0% 0.3 6,205 -382 3
CCJ funds › CAMECO CORP ADD 0.0% +0.0% 0.3 2,539 +448 5
WDAY funds › WORKDAY INC TRIM 0.0% -0.0% 0.3 2,112 -203 2
CSL funds › CARLISLE COS INC ADD 0.0% +0.0% 0.3 693 +34 3
AZN funds › ASTRAZENECA PLC TRIM 0.0% -0.0% 0.2 1,316 -392 2
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 0.2 1,736 -44 4
SAIA funds › SAIA INC NEW 0.0% +0.0% 0.2 579 +579 1
TDY funds › TELEDYNE TECHNOLOGIES INC HOLD 0.0% -0.0% 0.2 361 +0 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 561 +561 1
IEUR funds › ISHARES TR HOLD 0.0% -0.0% 0.2 3,183 +0 5
XEL funds › XCEL ENERGY INC TRIM 0.0% -0.0% 0.2 2,955 -1 3
NVT funds › NVENT ELEC PLC NEW 0.0% +0.0% 0.2 1,386 +1,386 1
MEDP funds › MEDPACE HLDGS INC NEW 0.0% +0.0% 0.2 434 +434 1
TW funds › TRADEWEB MKTS INC ADD 0.0% -0.0% 0.2 2,295 +136 3
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.2 5,376 -10 3
SCYB funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 8,612 +8,612 1
EW funds › EDWARDS LIFESCIENCES CORP NEW 0.0% +0.0% 0.2 2,490 +2,490 1
JAAA funds › JANUS DETROIT STR TR HOLD 0.0% -0.0% 0.2 4,440 +0 5
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.2 100 +100 1
DUK funds › DUKE ENERGY CORP NEW TRIM 0.0% -0.0% 0.2 1,744 -35 5
WSM funds › WILLIAMS SONOMA INC NEW 0.0% +0.0% 0.2 934 +934 1
INTU funds › INTUIT TRIM 0.0% -0.0% 0.2 820 -181 3
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.0% -0.0% 0.2 431 -315 3
TXRH funds › TEXAS ROADHOUSE INC NEW 0.0% +0.0% 0.2 1,097 +1,097 1
RIG funds › TRANSOCEAN LTD HOLD 0.0% -0.0% 0.2 43,193 +0 5
ESAB funds › ESAB CORPORATION NEW 0.0% +0.0% 0.2 2,134 +2,134 1
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.0% 0.2 710 -389 2
WCN funds › WASTE CONNECTIONS INC NEW 0.0% +0.0% 0.2 1,226 +1,226 1
MQY funds › BLACKROCK MUNIYILD QULT FD I HOLD 0.0% -0.0% 0.2 17,559 +0 2
KRE funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.2 2,720 +2,720 1
EQIX funds › EQUINIX INC NEW 0.0% +0.0% 0.2 195 +195 1
CPT funds › CAMDEN PPTY TR NEW 0.0% +0.0% 0.2 1,777 +1,777 1
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.2 2,579 -892 3
VTR funds › VENTAS INC NEW 0.0% +0.0% 0.2 2,277 +2,277 1
VSS funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.2 1,299 +1,299 1
VIGI funds › VANGUARD WHITEHALL FDS NEW 0.0% +0.0% 0.2 2,142 +2,142 1
ORIQ funds › ORIGIN INVT CORP I HOLD 0.0% -0.0% 0.2 18,900 +0 3
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.0% -0.0% 0.2 21,630 -150 5
CUSIP:G96193100 funds › WHITE PEARL ACQUISITION CORP NEW 0.0% +0.0% 0.2 18,400 +18,400 1
KTF funds › DWS MUN INCOME TR TRIM 0.0% -0.0% 0.2 19,026 -7,700 5
CDE funds › COEUR MNG INC NEW 0.0% +0.0% 0.2 10,183 +10,183 1
PCQ funds › PIMCO CALIF MUN INCOME FD NEW 0.0% +0.0% 0.2 17,460 +17,460 1
CUSIP:G3864J100 funds › GIGCAPITAL8 CORP HOLD 0.0% -0.0% 0.2 15,000 +0 2
AIIA funds › AI INFRASTRUCTURE ACQUISI HOLD 0.0% -0.0% 0.1 14,400 +0 2
OBA funds › OXLEY BRIDGE ACQ LTD HOLD 0.0% -0.0% 0.1 14,400 +0 3
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.1 21,099 -338 5
CUSIP:76883Y107 funds › RIVERNORTH FLEXIBLE MUNI INC HOLD 0.0% -0.0% 0.1 10,000 +0 5
NIO funds › NIO INC HOLD 0.0% -0.0% 0.1 24,112 +0 2
CHPG funds › CHAMPIONSGATE ACQUISITION CO HOLD 0.0% -0.0% 0.1 11,250 +0 4
LPL funds › LG DISPLAY CO LTD ADD 0.0% -0.0% 0.1 29,626 +2,124 2
PCT funds › PURECYCLE TECHNOLOGIES INC NEW 0.0% +0.0% 0.1 10,000 +10,000 1
PNI funds › PIMCO NEW YORK MUN FD II HOLD 0.0% -0.0% 0.1 11,058 +0 2
FANG funds › DIAMONDBACK ENERGY INC NEW 0.0% +0.0% 0.0 13,691 +13,691 1
EVEXWS funds › EVE HLDG INC HOLD 0.0% -0.0% 0.0 22,000 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -6,630 0
LHX funds › L3HARRIS TECHNOLOGIES INC COM EXIT 0.0% -0.0% 0.0 0 -686 0
LIFE funds › ETHOS TECHNOLOGIES INC CL A EXIT 0.0% -0.0% 0.0 0 -10,000 0
QSEA funds › QUARTZSEA ACQUISITION CORP ORD SHS EXIT 0.0% -0.0% 0.0 0 -17,700 0
SYK funds › STRYKER CORP EXIT 0.0% -0.0% 0.0 0 -629 0
ROST funds › ROSS STORES INC EXIT 0.0% -0.0% 0.0 0 -1,168 0
ADBE funds › ADOBE SYS INC EXIT 0.0% -0.0% 0.0 0 -1,633 0
CNH funds › CNH INDL N V SHS EXIT 0.0% -0.0% 0.0 0 -10,183 0
MELI funds › MERCADOLIBRE INC COM EXIT 0.0% -0.0% 0.0 0 -122 0
AME funds › AMETEK INC COM EXIT 0.0% -0.0% 0.0 0 -1,048 0
LPAA funds › LAUNCH ONE ACQUISITION CORP SHS CLASS A EXIT 0.0% -0.0% 0.0 0 -18,300 0
MCK funds › MCKESSON CORP EXIT 0.0% -0.0% 0.0 0 -686 0
BJ funds › BJS WHSL CLUB HLDGS INC COM EXIT 0.0% -0.0% 0.0 0 -2,436 0
MCD funds › MCDONALDS CORP COM EXIT 0.0% -0.0% 0.0 0 -743 0
CNQ funds › CANADIAN NATURAL RESOURCES LTD EXIT 0.0% -0.0% 0.0 0 -6,363 0
CUSIP:693483109 funds › POSCO HOLDINGS INC SPONSORED ADR EXIT 0.0% -0.0% 0.0 0 -4,174 0
GPAT funds › GP-ACT III ACQUISITION CORP CL A EXIT 0.0% -0.0% 0.0 0 -21,200 0
UBER funds › UBER TECHNOLOGIES INC COM EXIT 0.0% -0.0% 0.0 0 -3,087 0
SHOP funds › SHOPIFY INC CL A SUB VTG SHS EXIT 0.0% -0.0% 0.0 0 -1,766 0
GLD funds › SPDR GOLD ETF EXIT 0.0% -0.0% 0.0 0 -1,424 0
UTES funds › VIRTUS REAVES UTILITIES ETF EXIT 0.0% -0.0% 0.0 0 -4,990 0
BIL funds › STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF EXIT 0.0% -0.2% 0.0 0 -29,332 0
CUSIP:G6301B101 funds › MOUNTAIN LAKE ACQUISITION CORP SHS CL A EXIT 0.0% -0.0% 0.0 0 -35,000 0
HCA funds › HCA INC EXIT 0.0% -0.0% 0.0 0 -802 0
STT funds › STATE STR CORP COM EXIT 0.0% -0.0% 0.0 0 -1,705 0
CPNG funds › COUPANG INC CL A EXIT 0.0% -0.1% 0.0 0 -77,131 0
BWXT funds › BABCOCK COMMON STOCK EXIT 0.0% -0.0% 0.0 0 -1,157 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 1,518 288 0.08 61% 0.074 0.782 in
2026Q1 1,333 278 0.10 59% 0.062 0.728 in
2025Q4 1,265 274 0.11 62% 0.071 0.684 in
2025Q3 1,088 178 0.14 69% 0.090 0.686 in
2025Q2 996 181 0.07 69% 0.115 0.818 entered
2025Q1 899 139 0.00 73% 0.116 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