Fund Universe

Cordant, Inc.

CIK 0001830942 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.704
AUM ($M)
278
Positions
353
Turnover
0.05
Top-10 wt
71%
Herfindahl
0.067
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 353 positions · portfolio value $278M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VEA funds › VANGUARD TAX-MANAGED FDS ADD 13.8% -0.1% 38.4 538,283 +1,574 5
VTI funds › VANGUARD INDEX FDS ADD 11.3% +0.6% 31.4 84,909 +2,313 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 11.2% -0.3% 31.0 532,239 +49,257 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 6.9% +0.0% 19.1 320,533 +8,541 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 5.6% -0.3% 15.6 188,917 +13,421 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 5.5% -0.3% 15.4 194,854 +12,254 5
VNQ funds › VANGUARD INDEX FDS ADD 5.1% +0.0% 14.1 145,779 +6,026 5
DBC funds › INVESCO DB COMMDY INDX TRCK TRIM 4.0% -1.2% 11.2 418,903 -24,040 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 4.0% +0.0% 11.0 14,742 -275 5
DFEV funds › DIMENSIONAL ETF TRUST TRIM 3.2% +0.2% 8.9 208,986 -53 5
DFLV funds › DIMENSIONAL ETF TRUST ADD 3.1% +0.1% 8.7 219,106 +9,672 5
DFAS funds › DIMENSIONAL ETF TRUST ADD 2.9% +0.3% 8.0 97,484 +7,779 5
DXIV funds › DIMENSIONAL ETF TRUST ADD 2.6% +0.4% 7.3 104,447 +22,823 5
DFIV funds › DIMENSIONAL ETF TRUST TRIM 2.6% -0.5% 7.1 131,839 -10,913 5
SCHB funds › SCHWAB STRATEGIC TR ADD 2.2% +0.1% 6.0 208,621 +1,016 5
VB funds › VANGUARD INDEX FDS TRIM 1.6% +0.0% 4.4 14,398 -6 5
INTC funds › INTEL CORP ADD 1.6% +1.3% 4.3 30,892 +17,908 5
IEMG funds › ISHARES INC TRIM 1.4% +0.1% 3.8 45,484 -682 5
TIP funds › ISHARES TR ADD 1.3% +0.1% 3.7 33,568 +6,273 5
IDEV funds › ISHARES TR TRIM 1.3% -0.1% 3.6 40,317 -925 5
GOOG funds › ALPHABET INC TRIM 0.9% -1.2% 2.6 7,222 -11,124 3
DFAE funds › DIMENSIONAL ETF TRUST TRIM 0.8% -0.0% 2.2 53,610 -2,899 5
DFSU funds › DIMENSIONAL ETF TRUST ADD 0.7% +0.2% 1.9 41,544 +9,074 5
IYR funds › ISHARES TR TRIM 0.7% -0.0% 1.9 18,855 -432 5
DFSE funds › DIMENSIONAL ETF TRUST ADD 0.7% +0.1% 1.9 38,343 +3,379 5
DFSI funds › DIMENSIONAL ETF TRUST ADD 0.6% +0.1% 1.7 37,032 +6,987 5
DFUV funds › DIMENSIONAL ETF TRUST TRIM 0.6% -0.1% 1.6 29,834 -5,039 5
AMZN funds › AMAZON COM INC TRIM 0.6% -0.2% 1.5 6,466 -2,384 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.3% +0.1% 0.8 28,816 +8,607 5
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.3% -0.0% 0.7 3,353 +0 2
BND funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 0.7 9,472 +266 5
ITOT funds › ISHARES TR TRIM 0.2% +0.0% 0.6 3,773 -2 5
SCHA funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 0.5 13,374 +1,306 5
SCHH funds › SCHWAB STRATEGIC TR TRIM 0.2% -0.0% 0.4 18,960 -422 5
MSFT funds › MICROSOFT CORP ADD 0.2% -0.0% 0.4 1,132 +19 5
QCOM funds › QUALCOMM INC ADD 0.1% +0.0% 0.4 2,110 +2 3
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.1% +0.1% 0.4 663 +31 5
AXON funds › AXON ENTERPRISE INC NEW 0.1% +0.1% 0.3 538 +538 1
SCHE funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.3 7,752 -155 5
IWS funds › ISHARES TR HOLD 0.1% +0.0% 0.3 1,545 +0 5
SPIP funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 0.3 9,814 +0 5
EEM funds › ISHARES TR HOLD 0.1% +0.0% 0.2 3,375 +0 5
VOT funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.2 604 +0 5
AAPL funds › APPLE INC ADD 0.1% +0.0% 0.2 534 +29 5
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 0.2 762 +517 5
IWM funds › ISHARES TR ADD 0.1% +0.0% 0.1 475 +375 5
DFAX funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.1 3,811 +3,811 1
IJS funds › ISHARES TR HOLD 0.0% +0.0% 0.1 984 +0 5
IVV funds › ISHARES TR NEW 0.0% +0.0% 0.1 165 +165 1
ICF funds › ISHARES TR HOLD 0.0% -0.0% 0.1 1,553 +0 5
VOO funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.1 136 +0 5
CORO funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.1 2,430 +2,430 1
GSG funds › ISHARES S&P GSCI COMMODITY- TRIM 0.0% -0.0% 0.1 3,037 -1 5
IVE funds › ISHARES TR NEW 0.0% +0.0% 0.1 373 +373 1
VOE funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.1 423 +0 5
FELV funds › FIDELITY COVINGTON TRUST ADD 0.0% +0.0% 0.1 1,980 +7 5
PJP funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.1 628 +628 1
SCHP funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.1 2,732 +6 5
PPH funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.1 661 +661 1
IVW funds › ISHARES TR NEW 0.0% +0.0% 0.1 525 +525 1
FFIV funds › F5 INC HOLD 0.0% +0.0% 0.1 168 +0 5
IUSB funds › ISHARES TR NEW 0.0% +0.0% 0.1 1,432 +1,432 1
DYNF funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.1 956 +956 1
BOX funds › BOX INC NEW 0.0% +0.0% 0.1 2,078 +2,078 1
IAU funds › ISHARES GOLD TR NEW 0.0% +0.0% 0.1 698 +698 1
VUG funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 513 +513 1
BAI funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.0 816 +816 1
SCHM funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.0 1,089 +0 5
MTUM funds › ISHARES TR NEW 0.0% +0.0% 0.0 106 +106 1
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.0 161 -101 5
BLCR funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.0 679 +679 1
VSS funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.0 213 +213 1
QUAL funds › ISHARES TR NEW 0.0% +0.0% 0.0 145 +145 1
EFV funds › ISHARES TR NEW 0.0% +0.0% 0.0 390 +390 1
HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD 0.0% +0.0% 0.0 644 +0 3
SCHX funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 779 +779 1
META funds › META PLATFORMS INC ADD 0.0% +0.0% 0.0 39 +14 2
FNDX funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 697 +697 1
IDEF funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.0 614 +614 1
TLH funds › ISHARES TR NEW 0.0% +0.0% 0.0 178 +178 1
SCHZ funds › SCHWAB STRATEGIC TR HOLD 0.0% -0.0% 0.0 725 +0 5
FNDE funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 418 +418 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD 0.0% -0.0% 0.0 315 +0 5
THRO funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.0 370 +370 1
HPQ funds › HP INC HOLD 0.0% +0.0% 0.0 685 +0 3
PLTR funds › PALANTIR TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 126 +126 1
NNOX funds › NANO X IMAGING LTD HOLD 0.0% -0.0% 0.0 10,958 +0 5
GOVT funds › ISHARES TR NEW 0.0% +0.0% 0.0 556 +556 1
IAGG funds › ISHARES TR NEW 0.0% +0.0% 0.0 250 +250 1
ARM funds › ARM HOLDINGS PLC NEW 0.0% +0.0% 0.0 31 +31 1
PXF funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.0 141 +141 1
SPEM funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.0 202 +202 1
NEM funds › NEWMONT CORP ADD 0.0% -0.0% 0.0 103 +3 5
VGT funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.0 80 +80 1
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.0 29 +29 1
BSV funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.0 114 +114 1
SCHG funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 220 +220 1
ABNB funds › AIRBNB INC NEW 0.0% +0.0% 0.0 50 +50 1
BNDX funds › VANGUARD CHARLOTTE FDS NEW 0.0% +0.0% 0.0 146 +146 1
CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.0 118 +118 1
VT funds › VANGUARD INTL EQUITY INDEX F NEW 0.0% +0.0% 0.0 35 +35 1
QTUM funds › ETF SER SOLUTIONS NEW 0.0% +0.0% 0.0 30 +30 1
FNDA funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 130 +130 1
VMBS funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.0 96 +96 1
BIV funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.0 58 +58 1
FNDF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 83 +83 1
GOOGL funds › ALPHABET INC NEW 0.0% +0.0% 0.0 12 +12 1
BLV funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.0 58 +58 1
FIS funds › FIDELITY NATL INFORMATION SV ADD 0.0% -0.0% 0.0 102 +3 5
DASH funds › DOORDASH INC NEW 0.0% +0.0% 0.0 20 +20 1
THNQ funds › EXCHANGE TRADED CONCEPTS TRU NEW 0.0% +0.0% 0.0 40 +40 1
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 0.0 34 +2 5
PDN funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.0 65 +65 1
PYPL funds › PAYPAL HLDGS INC NEW 0.0% +0.0% 0.0 63 +63 1
AVGO funds › BROADCOM INC NEW 0.0% +0.0% 0.0 7 +7 1
HAUZ funds › DBX ETF TR NEW 0.0% +0.0% 0.0 108 +108 1
MU funds › MICRON TECHNOLOGY INC NEW 0.0% +0.0% 0.0 2 +2 1
CUSIP:30231G102 funds › EXXON MOBIL CORP NEW 0.0% +0.0% 0.0 17 +17 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.0% +0.0% 0.0 5 +5 1
ADPT funds › ADAPTIVE BIOTECHNOLOGIES COR NEW 0.0% +0.0% 0.0 100 +100 1
ROBO funds › EXCHANGE TRADED CONCEPTS TRU NEW 0.0% +0.0% 0.0 25 +25 1
VST funds › VISTRA CORP NEW 0.0% +0.0% 0.0 13 +13 1
FIW funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.0 18 +18 1
PHO funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.0 28 +28 1
AWK funds › AMERICAN WTR WKS CO INC NEW NEW 0.0% +0.0% 0.0 14 +14 1
GLD funds › SPDR GOLD TR ADD 0.0% +0.0% 0.0 5 +4 2
SOFI funds › SOFI TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 100 +100 1
KOMP funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.0 25 +25 1
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.0 5 +5 1
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.0 10 +10 1
FENI funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.0 41 +0 2
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.0 5 +5 1
FDVV funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.0 27 +0 2
MBLY funds › MOBILEYE GLOBAL INC NEW 0.0% +0.0% 0.0 164 +164 1
QBTS funds › D-WAVE QUANTUM INC NEW 0.0% +0.0% 0.0 65 +65 1
CART funds › MAPLEBEAR INC NEW 0.0% +0.0% 0.0 30 +30 1
SGOV funds › ISHARES TR NEW 0.0% +0.0% 0.0 14 +14 1
GEV funds › GE VERNOVA INC NEW 0.0% +0.0% 0.0 1 +1 1
F funds › FORD MTR CO NEW 0.0% +0.0% 0.0 100 +100 1
V funds › VISA INC NEW 0.0% +0.0% 0.0 4 +4 1
BOTZ funds › GLOBAL X FDS NEW 0.0% +0.0% 0.0 35 +35 1
WFC funds › WELLS FARGO & CO NEW 0.0% +0.0% 0.0 16 +16 1
LLY funds › ELI LILLY & CO NEW 0.0% +0.0% 0.0 1 +1 1
BA funds › BOEING CO NEW 0.0% +0.0% 0.0 6 +6 1
FESM funds › FIDELITY COVINGTON TRUST HOLD 0.0% +0.0% 0.0 26 +0 2
LRCX funds › LAM RESEARCH CORP NEW 0.0% +0.0% 0.0 3 +3 1
IONQ funds › IONQ INC NEW 0.0% +0.0% 0.0 23 +23 1
JPM funds › JPMORGAN CHASE & CO NEW 0.0% +0.0% 0.0 4 +4 1
CSCO funds › CISCO SYS INC NEW 0.0% +0.0% 0.0 10 +10 1
ARTY funds › ISHARES TR NEW 0.0% +0.0% 0.0 15 +15 1
SHEL funds › SHELL PLC NEW 0.0% +0.0% 0.0 14 +14 1
WAB funds › WABTEC NEW 0.0% +0.0% 0.0 4 +4 1
FIGB funds › FIDELITY MERRIMACK STR TR HOLD 0.0% -0.0% 0.0 22 +0 2
BNTX funds › BIONTECH SE NEW 0.0% +0.0% 0.0 10 +10 1
PNC funds › PNC FINL SVCS GROUP INC NEW 0.0% +0.0% 0.0 4 +4 1
UNH funds › UNITEDHEALTH GROUP INC NEW 0.0% +0.0% 0.0 2 +2 1
BMRN funds › BIOMARIN PHARMACEUTICAL INC HOLD 0.0% -0.0% 0.0 16 +0 3
MRK funds › MERCK & CO INC NEW 0.0% +0.0% 0.0 7 +7 1
MAR funds › MARRIOTT INTL INC NEW NEW 0.0% +0.0% 0.0 2 +2 1
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 0.0 3 +3 1
KDP funds › KEURIG DR PEPPER INC NEW 0.0% +0.0% 0.0 27 +27 1
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.0 2 +2 1
NTRS funds › NORTHERN TR CORP NEW 0.0% +0.0% 0.0 5 +5 1
CI funds › THE CIGNA GROUP NEW 0.0% +0.0% 0.0 3 +3 1
WELL funds › WELLTOWER INC NEW 0.0% +0.0% 0.0 3 +3 1
WDC funds › WESTERN DIGITAL CORP NEW 0.0% +0.0% 0.0 1 +1 1
GSK funds › GSK PLC NEW 0.0% +0.0% 0.0 15 +15 1
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.0 2 +2 1
NFLX funds › NETFLIX INC. NEW 0.0% +0.0% 0.0 11 +11 1
SCHO funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.0 30 -275 5
MRNA funds › MODERNA INC NEW 0.0% +0.0% 0.0 10 +10 1
PWR funds › QUANTA SVCS INC NEW 0.0% +0.0% 0.0 1 +1 1
HLT funds › HILTON WORLDWIDE HLDGS INC NEW 0.0% +0.0% 0.0 2 +2 1
LIN funds › LINDE PLC NEW 0.0% +0.0% 0.0 1 +1 1
PG funds › PROCTER & GAMBLE CO NEW 0.0% +0.0% 0.0 4 +4 1
COST funds › COSTCO WHOLESALE CORPORATION NEW 0.0% +0.0% 0.0 1 +1 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.0 2 +2 1
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.0% +0.0% 0.0 2 +2 1
BAC funds › BANK OF AMER CORP NEW 0.0% +0.0% 0.0 11 +11 1
MINT funds › PIMCO ETF TR TRIM 0.0% -0.0% 0.0 6 -67 5
TSLA funds › TESLA INC NEW 0.0% +0.0% 0.0 1 +1 1
COP funds › CONOCOPHILLIPS NEW 0.0% +0.0% 0.0 6 +6 1
SCHC funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 12 +12 1
SNPS funds › SYNOPSYS INC NEW 0.0% +0.0% 0.0 1 +1 1
ROBT funds › FIRST TR EXCHANGE TRADED FD NEW 0.0% +0.0% 0.0 10 +10 1
ROST funds › ROSS STORES INC NEW 0.0% +0.0% 0.0 3 +3 1
CRSP funds › CRISPR THERAPEUTICS AG NEW 0.0% +0.0% 0.0 10 +10 1
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.0 0 +0 1
BNY funds › BANK OF NY MELLON CORP NEW 0.0% +0.0% 0.0 4 +4 1
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.0% +0.0% 0.0 1 +1 1
UPS funds › UNITED PARCEL SVCS INC NEW 0.0% +0.0% 0.0 5 +5 1
GILD funds › GILEAD SCIENCES INC NEW 0.0% +0.0% 0.0 4 +4 1
PM funds › PHILIP MORRIS INTL INC NEW 0.0% +0.0% 0.0 3 +3 1
MTB funds › M & T BK CORP NEW 0.0% +0.0% 0.0 2 +2 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.0% +0.0% 0.0 1 +1 1
GLW funds › CORNING INC NEW 0.0% +0.0% 0.0 2 +2 1
CMI funds › CUMMINS INC NEW 0.0% +0.0% 0.0 1 +1 1
COF funds › CAPITAL ONE FINL CORP NEW 0.0% +0.0% 0.0 2 +2 1
FDX funds › FEDEX CORP NEW 0.0% +0.0% 0.0 2 +2 1
PFE funds › PFIZER INC NEW 0.0% +0.0% 0.0 20 +20 1
ANET funds › ARISTA NETWORKS INC NEW 0.0% +0.0% 0.0 3 +3 1
MS funds › MORGAN STANLEY NEW 0.0% +0.0% 0.0 2 +2 1
NGG funds › NATIONAL GRID PLC NEW 0.0% +0.0% 0.0 5 +5 1
RRX funds › REGAL REXNORD CORPORATION NEW 0.0% +0.0% 0.0 2 +2 1
TT funds › TRANE TECHNOLOGIES PLC NEW 0.0% +0.0% 0.0 1 +1 1
MA funds › MASTERCARD INCORPORATED NEW 0.0% +0.0% 0.0 1 +1 1
DOV funds › DOVER CORP NEW 0.0% +0.0% 0.0 2 +2 1
MPWR funds › MONOLITHIC PWR SYS INC NEW 0.0% +0.0% 0.0 0 +0 1
APP funds › APPLOVIN CORP NEW 0.0% +0.0% 0.0 1 +1 1
AZN funds › ASTRAZENECA PLC NEW 0.0% +0.0% 0.0 2 +2 1
CRH funds › CRH PLC NEW 0.0% +0.0% 0.0 4 +4 1
GEN funds › GEN DIGITAL INC NEW 0.0% +0.0% 0.0 16 +16 1
TWLO funds › TWILIO INC NEW 0.0% +0.0% 0.0 2 +2 1
DE funds › DEERE & CO NEW 0.0% +0.0% 0.0 1 +1 1
LOW funds › LOWES COS INC NEW 0.0% +0.0% 0.0 2 +2 1
CME funds › CME GROUP INC NEW 0.0% +0.0% 0.0 2 +2 1
KKR funds › KKR & CO INC NEW 0.0% +0.0% 0.0 4 +4 1
GS funds › GOLDMAN SACHS GROUP INC NEW 0.0% +0.0% 0.0 0 +0 1
TGT funds › TARGET CORP NEW 0.0% +0.0% 0.0 3 +3 1
PCG funds › PG&E CORP NEW 0.0% +0.0% 0.0 21 +21 1
HEIA funds › HEICO CORP NEW NEW 0.0% +0.0% 0.0 1 +1 1
USFD funds › US FOODS HLDG CORP NEW 0.0% +0.0% 0.0 3 +3 1
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 0.0 1 +1 1
TDG funds › TRANSDIGM GROUP INC NEW 0.0% +0.0% 0.0 0 +0 1
MDLZ funds › MONDELEZ INTL INC NEW 0.0% +0.0% 0.0 6 +6 1
BIIB funds › BIOGEN INC NEW 0.0% +0.0% 0.0 2 +2 1
HWM funds › HOWMET AEROSPACE INC NEW 0.0% +0.0% 0.0 1 +1 1
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 0.0 3 +3 1
ORLY funds › OREILLY AUTOMOTIVE INC NEW 0.0% +0.0% 0.0 3 +3 1
SCHW funds › SCHWAB CHARLES CORP NEW 0.0% +0.0% 0.0 3 +3 1
MCO funds › MOODYS CORP NEW 0.0% +0.0% 0.0 1 +1 1
CNQ funds › CANADIAN NAT RES LTD MED TER NEW 0.0% +0.0% 0.0 8 +8 1
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.0 0 +0 1
DEO funds › DIAGEO PLC NEW 0.0% +0.0% 0.0 4 +4 1
SN funds › SHARKNINJA INC NEW 0.0% +0.0% 0.0 2 +2 1
KNX funds › KNIGHT-SWIFT TRANSN HLDGS IN NEW 0.0% +0.0% 0.0 4 +4 1
TMO funds › THERMO FISHER SCIENTIFIC INC NEW 0.0% +0.0% 0.0 1 +1 1
SO funds › SOUTHERN CO NEW 0.0% +0.0% 0.0 3 +3 1
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 0.0 0 +0 1
AFRM funds › AFFIRM HLDGS INC NEW 0.0% +0.0% 0.0 3 +3 1
CTAS funds › CINTAS CORP NEW 0.0% +0.0% 0.0 2 +2 1
KVUE funds › KENVUE INC NEW 0.0% +0.0% 0.0 14 +14 1
CTVA funds › CORTEVA INC NEW 0.0% +0.0% 0.0 3 +3 1
COR funds › CENCORA INC NEW 0.0% +0.0% 0.0 1 +1 1
TXT funds › TEXTRON INC NEW 0.0% +0.0% 0.0 3 +3 1
CLS funds › CELESTICA INC NEW 0.0% +0.0% 0.0 1 +1 1
HUM funds › HUMANA INC NEW 0.0% +0.0% 0.0 1 +1 1
MLM funds › MARTIN MARIETTA MATLS INC NEW 0.0% +0.0% 0.0 0 +0 1
HRB funds › BLOCK H & R INC NEW 0.0% +0.0% 0.0 7 +7 1
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.0 0 +0 1
EXPD funds › EXPEDITORS INTL WASH INC NEW 0.0% +0.0% 0.0 2 +2 1
APO funds › APOLLO GLOBAL MGMT INC NEW 0.0% +0.0% 0.0 2 +2 1
MRSH funds › MARSH & MCLENNAN COS INC NEW 0.0% +0.0% 0.0 2 +2 1
ROL funds › ROLLINS INC NEW 0.0% +0.0% 0.0 6 +6 1
SU funds › SUNCOR ENERGY INC NEW NEW 0.0% +0.0% 0.0 5 +5 1
HIG funds › HARTFORD INSURANCE GROUP INC NEW 0.0% +0.0% 0.0 2 +2 1
ES funds › EVERSOURCE ENERGY NEW 0.0% +0.0% 0.0 3 +3 1
CVS funds › CVS HEALTH CORP NEW 0.0% +0.0% 0.0 2 +2 1
JBL funds › JABIL INC NEW 0.0% +0.0% 0.0 1 +1 1
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW 0.0% +0.0% 0.0 1 +1 1
CMG funds › CHIPOTLE MEXICAN GRILL INC NEW 0.0% +0.0% 0.0 7 +7 1
CCK funds › CROWN HLDGS INC NEW 0.0% +0.0% 0.0 2 +2 1
ALSN funds › ALLISON TRANSMISSION HLDGS I NEW 0.0% +0.0% 0.0 2 +2 1
KR funds › KROGER CO NEW 0.0% +0.0% 0.0 4 +4 1
CL funds › COLGATE PALMOLIVE CO NEW 0.0% +0.0% 0.0 2 +2 1
IOT funds › SAMSARA INC NEW 0.0% +0.0% 0.0 7 +7 1
ALNY funds › ALNYLAM PHARMACEUTICALS INC NEW 0.0% +0.0% 0.0 1 +1 1
USB funds › US BANCORP NEW 0.0% +0.0% 0.0 4 +4 1
COHR funds › COHERENT CORP NEW 0.0% +0.0% 0.0 1 +1 1
LMT funds › LOCKHEED MARTIN CORP NEW 0.0% +0.0% 0.0 0 +0 1
UL funds › UNILEVER PLC NEW 0.0% +0.0% 0.0 4 +4 1
TENB funds › TENABLE HLDGS INC NEW 0.0% +0.0% 0.0 6 +6 1
NTR funds › NUTRIEN LTD NEW 0.0% +0.0% 0.0 3 +3 1
WMT funds › WALMART INC NEW 0.0% +0.0% 0.0 2 +2 1
BTI funds › BRITISH AMERN TOB PLC NEW 0.0% +0.0% 0.0 3 +3 1
BRKR funds › BRUKER CORP NEW 0.0% +0.0% 0.0 3 +3 1
SNAP funds › SNAP INC NEW 0.0% +0.0% 0.0 45 +45 1
KEYS funds › KEYSIGHT TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 1 +1 1
NDSN funds › NORDSON CORP NEW 0.0% +0.0% 0.0 1 +1 1
RJF funds › RAYMOND JAMES FINL INC NEW 0.0% +0.0% 0.0 1 +1 1
BAX funds › BAXTER INTL INC NEW 0.0% +0.0% 0.0 9 +9 1
CRS funds › CARPENTER TECHNOLOGY CORP NEW 0.0% +0.0% 0.0 0 +0 1
AZO funds › AUTOZONE INC NEW 0.0% +0.0% 0.0 0 +0 1
WBD funds › WARNER BROS DISCOVERY INC NEW 0.0% +0.0% 0.0 7 +7 1
CVX funds › CHEVRON CORPORATION NEW 0.0% +0.0% 0.0 1 +1 1
FTAI funds › FTAI AVIATION LTD NEW 0.0% +0.0% 0.0 1 +1 1
FNF funds › FIDELITY NATL FINL INC NEW 0.0% +0.0% 0.0 4 +4 1
CF funds › CF INDUSTRIES HOLD NEW 0.0% +0.0% 0.0 2 +2 1
ADSK funds › AUTODESK INC NEW 0.0% +0.0% 0.0 1 +1 1
ODFL funds › OLD DOMINION FREIGHT LINE IN NEW 0.0% +0.0% 0.0 1 +1 1
CBRE funds › CBRE GROUP INC NEW 0.0% +0.0% 0.0 1 +1 1
UAL funds › UNITED AIRLS HLDGS INC NEW 0.0% +0.0% 0.0 1 +1 1
DHR funds › DANAHER CORP DEL NEW 0.0% +0.0% 0.0 1 +1 1
CVNA funds › CARVANA CO NEW 0.0% +0.0% 0.0 3 +3 1
DFAW funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.0 2 +0 5
CBT funds › CABOT CORP NEW 0.0% +0.0% 0.0 2 +2 1
ORCL funds › ORACLE CORP NEW 0.0% +0.0% 0.0 1 +1 1
CHRW funds › C H ROBINSON WORLDWIDE IN NEW 0.0% +0.0% 0.0 1 +1 1
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.0 2 +2 1
IBM funds › INTERNATIONAL BUSINESS MACHS NEW 0.0% +0.0% 0.0 1 +1 1
BRO funds › BROWN & BROWN INC NEW 0.0% +0.0% 0.0 2 +2 1
SAP funds › SAP SE NEW 0.0% +0.0% 0.0 1 +1 1
DDOG funds › DATADOG INC NEW 0.0% +0.0% 0.0 1 +1 1
DHI funds › D R HORTON INC NEW 0.0% +0.0% 0.0 1 +1 1
MDLN funds › MEDLINE INC NEW 0.0% +0.0% 0.0 4 +4 1
TVTX funds › TRAVERE THERAPEUTICS INC NEW 0.0% +0.0% 0.0 3 +3 1
MUSA funds › MURPHY USA INC NEW 0.0% +0.0% 0.0 0 +0 1
ARGX funds › ARGENX SE NEW 0.0% +0.0% 0.0 0 +0 1
UBER funds › UBER TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 2 +2 1
ILMN funds › ILLUMINA INC NEW 0.0% +0.0% 0.0 1 +1 1
LHX funds › L3HARRIS TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 0 +0 1
PCVX funds › VAXCYTE INC NEW 0.0% +0.0% 0.0 2 +2 1
NET funds › CLOUDFLARE INC NEW 0.0% +0.0% 0.0 1 +1 1
HD funds › HOME DEPOT INC NEW 0.0% +0.0% 0.0 0 +0 1
DPZ funds › DOMINOS PIZZA INC NEW 0.0% +0.0% 0.0 0 +0 1
PNFP funds › PINNACLE FINL PARTNERS INC NEW 0.0% +0.0% 0.0 1 +1 1
PAYX funds › PAYCHEX INC NEW 0.0% +0.0% 0.0 1 +1 1
OWL funds › BLUE OWL CAPITAL INC NEW 0.0% +0.0% 0.0 15 +15 1
UCB funds › UNITED CMNTY BKS BLAIRSVLE G NEW 0.0% +0.0% 0.0 4 +4 1
AXP funds › AMERICAN EXPRESS CO NEW 0.0% +0.0% 0.0 0 +0 1
TRU funds › TRANSUNION NEW 0.0% +0.0% 0.0 2 +2 1
ABT funds › ABBOTT LABORATORIES NEW 0.0% +0.0% 0.0 1 +1 1
BFB funds › BROWN FORMAN CORP NEW 0.0% +0.0% 0.0 5 +5 1
SPGI funds › S&P GLOBAL INC NEW 0.0% +0.0% 0.0 0 +0 1
EXR funds › EXTRA SPACE STORAGE INC NEW 0.0% +0.0% 0.0 1 +1 1
IBKR funds › INTERACTIVE BROKERS GROUP IN NEW 0.0% +0.0% 0.0 1 +1 1
GM funds › GENERAL MTRS CO NEW 0.0% +0.0% 0.0 2 +2 1
BMY funds › BRISTOL-MYERS SQUIBB CO NEW 0.0% +0.0% 0.0 2 +2 1
VMC funds › VULCAN MATLS CO NEW 0.0% +0.0% 0.0 0 +0 1
HUBS funds › HUBSPOT INC NEW 0.0% +0.0% 0.0 1 +1 1
PCTY funds › PAYLOCITY HLDG CORP NEW 0.0% +0.0% 0.0 1 +1 1
RKT funds › ROCKET COS INC NEW 0.0% +0.0% 0.0 7 +7 1
DOCU funds › DOCUSIGN INC NEW 0.0% +0.0% 0.0 3 +3 1
VTRS funds › VIATRIS INC NEW 0.0% +0.0% 0.0 7 +7 1
TAP funds › MOLSON COORS BEVERAGE CO NEW 0.0% +0.0% 0.0 3 +3 1
PVH funds › PVH CORPORATION NEW 0.0% +0.0% 0.0 1 +1 1
INSM funds › INSMED INC NEW 0.0% +0.0% 0.0 1 +1 1
MMS funds › MAXIMUS INC NEW 0.0% +0.0% 0.0 2 +2 1
ADBE funds › ADOBE INC NEW 0.0% +0.0% 0.0 1 +1 1
CUSIP:89055F103 funds › TOPBUILD COR NEW 0.0% +0.0% 0.0 0 +0 1
CEG funds › CONSTELLATION ENERGY CORP NEW 0.0% +0.0% 0.0 0 +0 1
SSNC funds › SS&C TECH HLDGS NEW 0.0% +0.0% 0.0 2 +2 1
TMUS funds › T-MOBILE US INC NEW 0.0% +0.0% 0.0 1 +1 1
REGN funds › REGENERON PHARMACEUTICALS NEW 0.0% +0.0% 0.0 0 +0 1
LULU funds › LULULEMON ATHLETICA INC NEW 0.0% +0.0% 0.0 1 +1 1
ECHO funds › ECHOSTAR CORP NEW 0.0% +0.0% 0.0 1 +1 1
GLDM funds › WORLD GOLD TR NEW 0.0% +0.0% 0.0 1 +1 1
AN funds › AUTONATION INC NEW 0.0% +0.0% 0.0 0 +0 1
CVBF funds › CVB FINL CORP NEW 0.0% +0.0% 0.0 2 +2 1
SPCE funds › VIRGIN GALACTIC HOLDINGS INC NEW 0.0% +0.0% 0.0 10 +10 1
FSTA funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.0 0 +0 2
CMCSA funds › COMCAST CORP NEW NEW 0.0% +0.0% 0.0 1 +1 1
FUTY funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.0 0 +0 2

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 278 353 0.05 71% 0.067 0.703 in
2026Q1 246 75 0.04 72% 0.069 0.717 in
2025Q4 239 68 0.06 72% 0.069 0.633 in
2025Q3 222 66 0.01 77% 0.074 0.750 in
2025Q2 207 68 0.04 77% 0.074 0.737 entered
2025Q1 192 110 0.00 79% 0.078 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