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☆Insight Advisors, LLC/ PA

CIK 0001844880 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.630
AUM ($M)
567
Positions
241
Turnover
0.07
Top-10 wt
57%
Herfindahl
0.059
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 258 positions · portfolio value $567M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆ATTR funds › EA SERIES TRUST ADD — 16.7% -0.3% 94.5 1,004,809 +24,667 3 —
☆CAOS funds › EA SERIES TRUST TRIM — 13.7% -1.9% 77.4 856,929 -43,503 5 —
☆BOXX funds › EA SERIES TRUST TRIM — 6.7% -0.8% 38.0 324,822 -12,851 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 4.4% +0.2% 25.1 33,607 -132 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 4.1% +0.0% 23.4 116,704 -6,733 5 —
☆AAPL funds › APPLE INC TRIM — 3.8% +0.1% 21.6 74,718 -1,523 5 —
☆AVGO funds › BROADCOM INC TRIM — 2.0% -0.0% 11.4 30,265 -3,973 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 1.9% +1.1% 10.6 18,251 -1,086 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.8% +0.0% 10.1 42,267 -1,296 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.6% +0.1% 8.9 24,827 -1,132 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.5% +0.2% 8.5 11,547 +38 5 —
☆INTC funds › INTEL CORP TRIM — 1.4% +0.9% 7.8 56,118 -861 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.4% +0.1% 7.8 11,358 +252 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.3% +0.1% 7.2 83,599 +69,527 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.0% -0.1% 5.9 15,706 -495 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.9% +0.1% 5.3 15,020 -26 5 —
☆IVV funds › ISHARES TR ADD — 0.9% +0.1% 5.0 6,641 +92 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.9% +0.2% 4.9 41,406 +36,290 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.7% +0.1% 4.0 46,057 +1,335 5 —
☆HYTI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.7% +0.0% 4.0 211,387 +22,194 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.7% -0.0% 4.0 18,227 -566 5 —
☆HECA funds › ETF OPPORTUNITIES TRUST ADD — 0.7% +0.1% 4.0 145,196 +34,220 3 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.7% -0.0% 3.9 7,825 -152 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.6% -0.2% 3.6 9,872 -143 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.6% +0.5% 3.5 3,065 +576 5 —
☆IGLD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% -0.2% 3.5 165,895 -1,463 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.6% +0.3% 3.2 9,440 -233 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.5% -0.1% 3.0 3,169 -197 5 —
☆SIGI funds › SELECTIVE INS GROUP INC HOLD — 0.5% +0.1% 2.9 29,805 +0 5 —
☆LQTI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.5% -0.0% 2.7 139,962 +4,074 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 2.7 7,255 -96 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.4% -0.0% 2.5 19,571 -515 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.0% 2.4 9,493 -455 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 2.4 7,745 -335 5 —
☆DFII funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.4% -0.1% 2.1 190,221 +8,757 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.0% 2.1 3,689 +258 5 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.4% +0.2% 2.1 12,544 +2,203 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.4% -0.0% 2.0 24,317 -60 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 1.9 9,646 -139 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 1.9 31,504 -310 5 —
☆TSLA funds › TESLA INC TRIM — 0.3% -0.0% 1.9 4,429 -536 5 —
☆IVW funds › ISHARES TR TRIM — 0.3% +0.0% 1.9 13,527 -217 5 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.3% +0.0% 1.8 16,181 -171 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.3% +0.1% 1.8 1,521 -4 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.3% +0.0% 1.8 30,439 +358 5 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.3% -0.0% 1.8 52,878 +1,163 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.3% -0.2% 1.7 23,730 -909 5 —
☆WMT funds › WALMART INC TRIM — 0.3% -0.1% 1.6 14,077 -491 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 1.6 17,427 +716 5 —
☆FSIG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 1.6 83,722 -1,279 5 —
☆AGZ funds › ISHARES TR ADD — 0.3% -0.0% 1.6 14,225 +507 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.3% -0.0% 1.5 4,693 -242 5 —
☆ONEO funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 1.5 10,000 -296 5 —
☆DGRO funds › ISHARES TR ADD — 0.3% +0.0% 1.5 19,431 +1,067 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 1.4 6,749 +56 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 1.4 16,295 +12,971 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 1.4 5,694 -62 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.1% 1.4 1,298 +7 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.2% +0.1% 1.4 2,089 -370 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.2% -0.0% 1.3 11,161 -304 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 1.3 10,565 +7,923 5 —
☆SMLV funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 1.3 8,325 -320 5 —
☆FALN funds › ISHARES TR ADD — 0.2% -0.0% 1.3 48,034 +1,824 5 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 1.3 27,399 +286 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 1.3 42,807 +228 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% +0.0% 1.3 15,001 -302 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.2% +0.0% 1.2 21,892 +19 5 —
☆IBND funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 1.2 39,838 +1,628 5 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 1.2 43,141 +5,090 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.1% 1.2 6,400 +1,269 5 —
☆IWM funds › ISHARES TR TRIM — 0.2% +0.0% 1.2 4,028 -427 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.2% -0.1% 1.2 10,373 -620 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.2% -0.0% 1.2 8,018 -243 5 —
☆DOW funds › DOW HLDGS INC NEW — 0.2% +0.2% 1.2 42,623 +42,623 1 —
☆HGRO funds › ETF OPPORTUNITIES TRUST TRIM — 0.2% +0.0% 1.2 37,184 -570 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.2% -0.0% 1.2 4,912 -129 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.2% +0.1% 1.2 2,430 +580 5 —
☆BBIN funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 1.1 14,331 -166 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 1.1 34,993 +5,526 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 1.1 5,750 +26 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 1.1 3,090 -177 5 —
☆IJR funds › ISHARES TR TRIM — 0.2% +0.0% 1.1 7,240 -169 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% +0.0% 1.0 13,492 -376 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.2% -0.1% 1.0 32,674 -12,840 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.2% +0.1% 1.0 1,276 -48 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.2% -0.0% 1.0 2,848 -235 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.0 2,568 +20 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 0.9 6,904 -1,154 5 —
☆SHAG funds › WISDOMTREE TR ADD — 0.2% +0.0% 0.9 19,378 +2,281 5 —
☆C funds › CITIGROUP INC ADD — 0.2% +0.0% 0.9 6,197 +22 5 —
☆AOA funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 8,706 -883 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.1% -0.0% 0.8 18,188 +200 5 —
☆PCAR funds › PACCAR INC HOLD — 0.1% -0.0% 0.8 6,864 +0 5 —
☆PFIG funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 0.8 33,772 +4,230 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.1% -0.0% 0.8 3,177 -127 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.1% 0.8 4,091 +1,628 4 —
☆AGGY funds › WISDOMTREE TR TRIM — 0.1% -0.1% 0.8 17,536 -5,972 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 0.8 1,783 +11 5 —
☆USRT funds › ISHARES TR ADD — 0.1% +0.0% 0.7 11,060 +10 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 0.7 720 +29 5 —
☆RS funds › RELIANCE INC TRIM — 0.1% +0.0% 0.7 1,920 -196 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 0.7 11,629 +281 5 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 0.7 6,496 -168 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.7 6,018 -239 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 0.7 4,457 -214 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.7 20,792 +1,988 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% +0.0% 0.7 9,828 +530 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 9,004 -1,803 5 —
☆SPLB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.7 30,744 -2,853 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 0.7 5,053 +156 2 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.7 1,857 -23 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.7 7,043 +100 5 —
☆ELM funds › SERIES PORTFOLIOS TR ADD — 0.1% +0.0% 0.7 22,769 +7,504 2 —
☆FTHY funds › FIRST TR HIGH YIELD OPPRT 20 TRIM — 0.1% -0.0% 0.7 48,135 -131 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.1% +0.1% 0.6 886 +144 2 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.1% 0.6 11,873 -1,843 5 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD TRIM — 0.1% -0.0% 0.6 39,779 -3,665 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.6 1,826 -276 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.6 2,222 +486 5 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 0.6 979 -295 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 0.6 1,430 -130 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.6 2,014 +12 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 5,862 -167 5 —
☆IWD funds › ISHARES TR ADD — 0.1% +0.0% 0.6 2,507 +3 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.6 2,247 -38 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.6 11,422 -850 5 —
☆DES funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.6 14,832 -2,297 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.6 1,168 -31 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 0.6 4,986 -114 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 0.6 7,974 +955 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.1% +0.0% 0.6 2,295 -20 5 —
☆SITE funds › SITEONE LANDSCAPE SUPPLY INC HOLD — 0.1% -0.0% 0.6 5,045 +0 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 0.6 3,551 -470 5 —
☆TE funds › T1 ENERGY INC ADD — 0.1% +0.1% 0.6 59,800 +22,800 3 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.5 2,113 +2,113 1 —
☆QHY funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.5 11,722 -145 5 —
☆CWEN funds › CLEARWAY ENERGY INC ADD — 0.1% -0.0% 0.5 15,391 +46 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.5 5,819 +938 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.5 2,760 -482 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 0.5 2,721 -537 5 —
☆IVE funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 2,198 -903 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.5 1,663 +1,663 1 —
☆MOGA funds › MOOG INC HOLD — 0.1% +0.0% 0.5 1,150 +0 5 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 0.5 20,440 +183 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 0.5 3,197 -22 5 —
☆ONEY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.5 3,736 -505 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 0.5 14,258 -2,872 5 —
☆UVSP funds › UNIVEST FINANCIAL CORPORATIO TRIM — 0.1% +0.0% 0.5 10,500 -250 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.1% -0.1% 0.5 5,626 -4,567 5 —
☆EMB funds › ISHARES TR ADD — 0.1% -0.0% 0.5 4,732 +81 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 0.5 8,807 +117 5 —
☆LGLV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.4 2,461 -340 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.4 2,803 -55 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.1% +0.0% 0.4 2,515 -64 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.4 8,740 -4,857 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 0.4 3,591 -118 5 —
☆EFAX funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 0.4 8,085 +524 5 —
☆JEDI funds › ETF SER SOLUTIONS TRIM — 0.1% -0.0% 0.4 14,775 -3,300 2 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM — 0.1% -0.0% 0.4 9,397 -11 5 —
☆IJK funds › ISHARES TR ADD — 0.1% +0.0% 0.4 3,603 +3 5 —
☆CLX funds › CLOROX CO DEL ADD — 0.1% +0.0% 0.4 4,311 +1,089 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 0.4 2,805 +416 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 0.4 2,998 -166 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.4 906 +906 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.4 755 -81 5 —
☆MUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,565 -285 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.0% 0.4 1,055 -10 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.4 2,174 +2,174 1 —
☆EXC funds › EXELON CORP HOLD — 0.1% -0.0% 0.4 7,834 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 0.4 8,462 -1,264 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 1,171 +1 5 —
☆CUSIP:97717X594 funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.3 6,527 -871 5 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.1% +0.0% 0.3 1,237 -804 2 —
☆BAH funds › BOOZ ALLEN HAMILTON HLDG COR ADD — 0.1% -0.0% 0.3 5,523 +53 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% +0.0% 0.3 1,848 -8 5 —
☆HWM funds › HOWMET AEROSPACE INC TRIM — 0.1% +0.0% 0.3 1,239 -6 5 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.1% +0.0% 0.3 994 +0 2 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 0.3 890 -47 5 —
☆USAI funds › PACER FDS TR ADD — 0.1% -0.0% 0.3 7,224 +29 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.3 5,455 +611 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.3 4,501 -584 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.3 2,797 +295 5 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD — 0.1% -0.0% 0.3 6,066 +0 3 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 0.3 2,306 +3 5 —
☆ECL funds › ECOLAB INC TRIM — 0.1% -0.0% 0.3 1,146 -15 5 —
☆RH funds › RH ADD — 0.1% +0.0% 0.3 1,874 +10 5 —
☆KO funds › COCA COLA CO ADD — 0.1% +0.0% 0.3 3,785 +48 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% -0.0% 0.3 318 -15 5 —
☆DBC funds › INVESCO DB COMMDY INDX TRCK TRIM — 0.1% -0.0% 0.3 11,313 -6 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 0.3 1,134 -42 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 1,917 -218 5 —
☆CUSIP:26922A321 funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 0.3 4,988 +617 3 —
☆MTUM funds › ISHARES TR NEW — 0.1% +0.1% 0.3 862 +862 1 —
☆PTLC funds › PACER FDS TR HOLD — 0.1% +0.0% 0.3 5,001 +0 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 0.3 4,011 -47 5 —
☆IJJ funds › ISHARES TR ADD — 0.1% +0.0% 0.3 1,949 +2 5 —
☆ARKK funds › ARK ETF TR TRIM — 0.1% +0.0% 0.3 3,555 -2 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 0.3 1,715 -143 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.0% -0.0% 0.3 3,027 -164 4 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.3 1,649 +1,649 1 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 10,841 -1,581 5 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.0% +0.0% 0.3 5,631 -963 5 —
☆DLS funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.3 3,207 -594 5 —
☆IWP funds › ISHARES TR ADD — 0.0% +0.0% 0.3 1,832 +1 5 —
☆IEFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 2,740 -412 5 —
☆COR funds › CENCORA INC ADD — 0.0% -0.0% 0.3 934 +19 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.0% -0.0% 0.3 5,235 +0 5 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.3 561 -6 5 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.0% +0.0% 0.3 616 +616 1 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.3 2,692 +10 5 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.2 1,345 +0 5 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.2 809 +809 1 —
☆IDEV funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,700 -200 4 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.2 1,045 -56 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.2 2,635 -246 5 —
☆ITA funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 953 +0 5 —
☆GLXY funds › GALAXY DIGITAL INC. NEW — 0.0% +0.0% 0.2 8,382 +8,382 1 —
☆USMV funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,368 -19 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% -0.0% 0.2 2,475 -150 5 —
☆LEMB funds › ISHARES INC TRIM — 0.0% -0.0% 0.2 5,335 -784 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION NEW — 0.0% +0.0% 0.2 1,514 +1,514 1 —
☆TFC funds › TRUIST FINL CORP NEW — 0.0% +0.0% 0.2 4,325 +4,325 1 —
☆IPKW funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.2 3,816 -524 5 —
☆AMKR funds › AMKOR TECHNOLOGY INC NEW — 0.0% +0.0% 0.2 2,480 +2,480 1 —
☆AGNC funds › AGNC INVT CORP TRIM REIT 0.0% -0.0% 0.2 19,575 -589 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.2 4,690 -875 5 —
☆GPIQ funds › GOLDMAN SACHS ETF TR NEW — 0.0% +0.0% 0.2 3,575 +3,575 1 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 0.2 407 -10 2 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.2 2,110 -158 5 —
☆XAR funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.2 715 -74 2 —
☆CODI funds › COMPASS DIVERSIFIED HOLD — 0.0% +0.0% 0.2 16,575 +0 5 —
☆FSK funds › FS KKR CAP CORP ADD — 0.0% -0.0% 0.2 16,423 +683 5 —
☆F funds › FORD MTR CO NEW — 0.0% +0.0% 0.2 10,902 +10,902 1 —
☆REAL funds › THE REALREAL INC HOLD — 0.0% +0.0% 0.1 11,000 +0 5 —
☆GAB funds › GABELLI EQUITY TR INC HOLD — 0.0% -0.0% 0.1 21,842 +0 5 —
☆HIPS funds › GRANITESHARES ETF TR HOLD — 0.0% -0.0% 0.1 10,000 +0 5 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB HOLD — 0.0% +0.0% 0.1 11,500 +0 5 —
☆ETJ funds › EATON VANCE RISK-MANAGED DIV ADD — 0.0% -0.0% 0.1 12,426 +282 5 —
☆ENVX funds › ENOVIX CORPORATION HOLD — 0.0% +0.0% 0.1 16,378 +0 5 —
☆ACP funds › ABRDN INCOME CREDIT STRATEGI HOLD — 0.0% -0.0% 0.1 11,360 +0 5 —
☆INVZ funds › INNOVIZ TECHNOLOGIES LTD HOLD — 0.0% +0.0% 0.0 14,969 +0 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -1,371 0 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -630 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.0% 0.0 0 -1,180 0 —
☆ALB funds › ALBEMARLE CORP EXIT — 0.0% -0.1% 0.0 0 -2,997 0 —
☆ED funds › CONSOLIDATED EDISON INC EXIT — 0.0% -0.1% 0.0 0 -2,380 0 —
☆FWRG funds › FIRST WATCH RESTAURANT GROUP EXIT — 0.0% -0.0% 0.0 0 -11,450 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.0% 0.0 0 -302 0 —
☆DGRW funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -7,603 0 —
☆QGRW funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -7,992 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.1% 0.0 0 -5,972 0 —
☆YELP funds › YELP INC EXIT — 0.0% -0.3% 0.0 0 -56,300 0 —
☆EES funds › WISDOMTREE TR EXIT — 0.0% -0.1% 0.0 0 -5,146 0 —
☆ETHA funds › ISHARES ETHEREUM TR EXIT — 0.0% -0.0% 0.0 0 -10,379 0 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.3% 0.0 0 -32,443 0 —
☆CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT — 0.0% -0.0% 0.0 0 -21,850 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.0% 0.0 0 -7,786 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.0% 0.0 0 -2,256 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 567 241 0.07 57% 0.059 0.628 — in
2026Q1 525 243 0.20 58% 0.066 0.393 — in
2025Q4 660 282 0.18 50% 0.044 0.330 — in
2025Q3 653 284 0.04 52% 0.080 0.628 — in
2025Q2 620 280 0.09 53% 0.089 0.575 — entered
2025Q1 571 275 0.00 53% 0.099 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