Fund Universe

Curran Financial Partners, LLC

CIK 0001843867 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.309
AUM ($M)
672
Positions
140
Turnover
0.22
Top-10 wt
52%
Herfindahl
0.042
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 145 positions · portfolio value $672M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
YALL funds › YORKVILLE AMER INVTS TR NEW 13.7% +13.7% 91.7 2,164,820 +2,164,820 1
SCHD funds › SCHWAB STRATEGIC TR ADD 7.0% -0.5% 47.3 1,490,202 +118,956 5
VB funds › VANGUARD INDEX FDS ADD 4.8% +0.3% 32.2 106,081 +9,894 5
VXUS funds › VANGUARD STAR FDS ADD 4.7% +0.1% 31.7 370,419 +33,334 5
SPYD funds › SPDR SERIES TRUST ADD 4.3% -0.2% 29.2 611,552 +55,336 5
VUG funds › VANGUARD INDEX FDS ADD 4.3% +0.6% 29.1 338,321 +290,758 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 3.9% -0.2% 26.1 461,348 +55,764 5
MLPX funds › GLOBAL X FDS ADD 3.7% -0.4% 24.6 333,537 +24,313 5
SJNK funds › SPDR SERIES TRUST ADD 2.9% -0.2% 19.3 771,545 +86,625 5
FLBL funds › FRANKLIN TEMPLETON ETF TR ADD 2.8% -0.2% 19.1 831,237 +97,688 5
VGT funds › VANGUARD WORLD FD ADD 2.8% +2.7% 18.9 157,913 +156,830 5
LVHI funds › LEGG MASON ETF INVT ADD 2.5% -0.3% 16.6 408,814 +32,932 5
KNG funds › FIRST TR EXCHANGE-TRADED FD ADD 2.3% -0.1% 15.4 305,615 +35,883 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 2.2% +0.0% 14.5 61,459 +5,430 5
VTV funds › VANGUARD INDEX FDS ADD 2.0% +0.4% 13.7 62,697 +14,827 5
FPE funds › FIRST TR EXCH TRADED FD III ADD 1.9% -0.1% 12.8 715,791 +80,014 5
BIL funds › SPDR SERIES TRUST TRIM 1.4% -0.5% 9.6 105,092 -11,042 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 1.4% -1.1% 9.5 59,995 -34,583 5
LQD funds › ISHARES TR ADD 1.4% -0.1% 9.4 86,541 +10,604 5
AOK funds › ISHARES TR ADD 1.4% -0.1% 9.4 226,292 +23,256 5
HYLB funds › DBX ETF TR ADD 1.3% -0.1% 8.8 239,750 +30,326 5
BND funds › VANGUARD BD INDEX FDS ADD 1.3% -0.1% 8.7 118,753 +15,453 5
PULS funds › PGIM ETF TR TRIM 1.2% -0.4% 8.1 163,396 -16,743 5
AAPL funds › APPLE INC TRIM 1.2% -0.1% 8.1 27,833 -195 5
VTIP funds › VANGUARD MALVERN FDS ADD 1.1% -0.1% 7.3 145,576 +18,168 5
VFH funds › VANGUARD WORLD FD NEW 0.9% +0.9% 6.3 48,196 +48,196 1
BKAG funds › BNY MELLON ETF TRUST TRIM 0.9% -1.5% 6.3 149,356 -171,333 4
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.9% -0.0% 5.7 98,763 +12,813 5
VHT funds › VANGUARD WORLD FD ADD 0.8% +0.7% 5.4 18,101 +16,109 5
VCIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.8% -1.4% 5.2 62,476 -82,751 4
VCR funds › VANGUARD WORLD FD NEW 0.7% +0.7% 4.7 11,803 +11,803 1
VIS funds › VANGUARD WORLD FD ADD 0.7% -0.0% 4.5 12,537 +403 5
SPHY funds › SPDR SERIES TRUST TRIM 0.6% -1.2% 4.3 185,462 -267,805 4
QQQ funds › INVESCO QQQ TR ADD 0.6% +0.1% 4.3 5,852 +984 5
GLD funds › SPDR GOLD TR TRIM 0.6% -0.6% 4.1 11,075 -4,821 5
USFR funds › WISDOMTREE TR TRIM 0.6% -0.2% 4.0 79,645 -8,254 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.6% -0.0% 4.0 5,365 -56 5
NVDA funds › NVIDIA CORPORATION ADD 0.6% -0.0% 3.9 19,487 +429 5
VOO funds › VANGUARD INDEX FDS ADD 0.5% +0.0% 3.3 4,842 +537 5
SCHP funds › SCHWAB STRATEGIC TR TRIM 0.5% -0.8% 3.3 123,738 -138,846 4
SHW funds › SHERWIN WILLIAMS CO TRIM 0.4% -0.1% 3.0 8,615 -506 5
SPHD funds › INVESCO EXCH TRADED FD TR II ADD 0.4% -0.0% 3.0 58,037 +7,236 5
SPYG funds › SPDR SERIES TRUST ADD 0.4% +0.0% 2.9 23,999 +169 5
SMH funds › VANECK ETF TRUST ADD 0.4% +0.1% 2.6 4,017 +475 5
STXF funds › EA SERIES TRUST ADD 0.4% +0.1% 2.6 54,303 +14,622 5
MSFT funds › MICROSOFT CORP TRIM 0.4% -0.1% 2.6 7,001 -29 5
VDC funds › VANGUARD WORLD FD ADD 0.4% -0.0% 2.5 11,232 +1,469 5
AMZN funds › AMAZON COM INC ADD 0.4% -0.0% 2.4 10,025 +82 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.3% -0.1% 2.3 2,471 -83 5
MUNI funds › PIMCO ETF TR ADD 0.3% +0.1% 2.1 39,363 +16,639 5
AIQ funds › GLOBAL X FDS ADD 0.3% +0.1% 2.0 29,849 +5,502 5
GOOGL funds › ALPHABET INC ADD 0.3% +0.0% 1.9 5,375 +150 5
VTI funds › VANGUARD INDEX FDS ADD 0.3% -0.0% 1.7 4,589 +13 5
MMIT funds › NEW YORK LIFE INVTS ACTIVE E ADD 0.2% +0.1% 1.6 67,524 +28,447 5
VPU funds › VANGUARD WORLD FD ADD 0.2% -0.0% 1.5 7,836 +158 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.1% 1.5 17,065 +4,652 5
AIRR funds › FIRST TR EXCHANGE TRADED FD ADD 0.2% +0.1% 1.5 11,048 +2,544 5
FMHI funds › FIRST TR EXCH TRADED FD III ADD 0.2% +0.1% 1.4 28,207 +11,944 5
SHLD funds › GLOBAL X FDS ADD 0.2% -0.0% 1.3 20,970 +5,955 4
ARKF funds › ARK ETF TR ADD 0.2% +0.0% 1.2 30,691 +10,040 4
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.1% 1.2 7,296 +737 5
DTCR funds › GLOBAL X FDS ADD 0.2% +0.0% 1.2 39,788 +6,595 4
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 1.2 8,757 -221 5
PDBC funds › INVESCO ACTVELY MNGD ETC FD ADD 0.2% -0.0% 1.2 73,990 +3,806 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 1.1 11,710 -71 5
IWD funds › ISHARES TR ADD 0.2% +0.0% 1.1 4,413 +483 5
IWF funds › ISHARES TR ADD 0.2% -0.0% 1.1 8,461 +6,346 5
VAW funds › VANGUARD WORLD FD ADD 0.1% -0.0% 1.0 4,183 +28 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.1% +0.1% 0.9 813 -50 3
SLV funds › ISHARES SILVER TR ADD 0.1% -0.1% 0.9 17,381 +1,114 5
XT funds › ISHARES TR ADD 0.1% +0.0% 0.9 11,049 +1,289 5
GE funds › GE AEROSPACE ADD 0.1% +0.0% 0.9 2,436 +56 5
XBIL funds › RBB FD INC TRIM 0.1% -0.0% 0.9 17,781 -779 5
OBIL funds › RBB FD INC TRIM 0.1% -0.0% 0.9 17,768 -767 5
UTWO funds › RBB FD INC TRIM 0.1% -0.0% 0.9 18,461 -737 5
UTRE funds › RBB FD INC TRIM 0.1% -0.0% 0.9 18,008 -682 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 0.9 1,733 -266 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 0.8 3,743 -27 5
TSLA funds › TESLA INC ADD 0.1% -0.0% 0.8 1,960 +2 5
GEV funds › GE VERNOVA INC TRIM 0.1% +0.0% 0.7 621 -12 5
FSTA funds › FIDELITY COVINGTON TRUST ADD 0.1% -0.0% 0.7 13,141 +19 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.7 4,039 +4,039 1
IVV funds › ISHARES TR ADD 0.1% +0.0% 0.7 901 +58 2
META funds › META PLATFORMS INC ADD 0.1% -0.0% 0.7 1,173 +20 5
GOOG funds › ALPHABET INC TRIM 0.1% +0.0% 0.7 1,856 -12 5
JMST funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.7 12,856 +5,632 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.6 4,399 -102 5
GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM 0.1% -0.0% 0.6 13,069 -1,000 5
SCHX funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.6 19,495 +6,727 4
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 0.5 1,990 -58 5
CMI funds › CUMMINS INC HOLD 0.1% +0.0% 0.5 686 +0 5
WMT funds › WALMART INC TRIM 0.1% -0.0% 0.5 4,291 -260 5
SPYV funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.5 7,874 +1,547 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.5 7,655 +1,016 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 0.4 3,552 +416 5
UBSI funds › UNITED BANKSHARES INC WEST V HOLD 0.1% -0.0% 0.4 8,841 +0 5
DTD funds › WISDOMTREE TR ADD 0.1% +0.0% 0.4 4,017 +1,548 3
IJH funds › ISHARES TR ADD 0.1% +0.0% 0.4 4,687 +1,023 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.4 2,793 +72 5
PPA funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.3 1,966 -117 5
GLW funds › CORNING INC NEW 0.1% +0.1% 0.3 1,358 +1,358 1
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 0.3 323 +5 2
JPM funds › JPMORGAN CHASE & CO TRIM 0.1% -0.0% 0.3 1,049 -245 5
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 0.3 2,921 -160 3
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.3 2,408 +2,408 1
FIBK funds › FIRST INTST BANCSYSTEM INC HOLD 0.0% -0.0% 0.3 8,625 +0 5
KO funds › COCA COLA CO TRIM 0.0% -0.0% 0.3 4,007 -113 5
CASY funds › CASEYS GEN STORES INC HOLD 0.0% -0.0% 0.3 400 +0 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.0% +0.0% 0.3 631 -20 2
SO funds › SOUTHERN CO ADD 0.0% -0.0% 0.3 3,128 +95 4
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 0.3 722 -10 3
CSX funds › CSX CORP TRIM 0.0% -0.0% 0.3 5,820 -177 5
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.3 1,816 +164 4
BALT funds › INNOVATOR ETFS TRUST TRIM 0.0% -0.0% 0.3 7,831 -8 2
RWR funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.3 2,311 -9 5
AVGO funds › BROADCOM INC ADD 0.0% +0.0% 0.3 689 +9 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.0% -0.0% 0.3 3,515 +229 2
V funds › VISA INC TRIM 0.0% -0.0% 0.2 728 -37 5
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 0.2 752 +752 1
LLY funds › ELI LILLY & CO NEW 0.0% +0.0% 0.2 206 +206 1
NOBL funds › PROSHARES TR ADD 0.0% -0.0% 0.2 4,362 +2,180 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 4,572 -234 5
QQQM funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.2 792 +792 1
MSTR funds › STRATEGY INC ADD 0.0% -0.0% 0.2 2,699 +15 5
MS funds › MORGAN STANLEY NEW 0.0% +0.0% 0.2 1,114 +1,114 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.0% -0.0% 0.2 4,530 +227 5
BTC funds › GRAYSCALE BITCOIN MINI TR ET TRIM 0.0% -0.0% 0.2 8,866 -469 5
BAR funds › GRANITESHARES GOLD TR NEW 0.0% +0.0% 0.2 5,674 +5,674 1
UNH funds › UNITEDHEALTH GROUP INC NEW 0.0% +0.0% 0.2 533 +533 1
PFE funds › PFIZER INC ADD 0.0% -0.0% 0.2 9,166 +136 3
T funds › AT&T INC ADD 0.0% -0.0% 0.2 10,645 +787 2
TIP funds › ISHARES TR ADD 0.0% -0.0% 0.2 1,916 +24 5
SCHF funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 7,561 +7,561 1
MAGS funds › LISTED FDS TR NEW 0.0% +0.0% 0.2 3,257 +3,257 1
QCOM funds › QUALCOMM INC NEW 0.0% +0.0% 0.2 1,123 +1,123 1
JNJ funds › JOHNSON & JOHNSON TRIM 0.0% -0.0% 0.2 810 -28 2
PPL funds › PPL CORP NEW 0.0% +0.0% 0.2 5,656 +5,656 1
XOVR funds › ENTREPRENEURSHARES SERIES TR NEW 0.0% +0.0% 0.2 9,705 +9,705 1
GAB funds › GABELLI EQUITY TR INC HOLD 0.0% -0.0% 0.1 15,325 +0 3
REAX funds › THE REAL BROKERAGE INC NEW 0.0% +0.0% 0.0 20,000 +20,000 1
VDE funds › VANGUARD WORLD FD EXIT 0.0% -0.3% 0.0 0 -8,768 0
CUSIP:886364462 funds › TIDAL TRUST I EXIT 0.0% -9.9% 0.0 0 -1,324,146 0
CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT 0.0% -0.0% 0.0 0 -15,330 0
MCD funds › MCDONALDS CORP EXIT 0.0% -0.0% 0.0 0 -745 0
IBRX funds › IMMUNITYBIO INC EXIT 0.0% -0.0% 0.0 0 -10,642 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 672 140 0.22 52% 0.042 0.308 in
2026Q1 559 127 0.12 49% 0.035 0.470 in
2025Q4 527 129 0.05 48% 0.035 0.527 in
2025Q3 505 129 0.10 48% 0.036 0.427 in
2025Q2 453 120 0.19 48% 0.037 0.274 entered
2025Q1 407 100 0.00 52% 0.041 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