Fund Universe

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☆Gitterman Wealth Management, LLC

CIK 0001861558 · holdings for 2025Q3 (change vs 2025Q2) · in signal universe
Quality Q
0.807
AUM ($M)
436
Positions
128
Turnover
0.08
Top-10 wt
84%
Herfindahl
0.099
History (qtrs)
3
Excess Return
—

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Quarter
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Security type

Holdings · 343 positions · portfolio value $436M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 19.3% -0.0% 84.1 1,401,122 +15,423 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 13.7% +0.7% 59.6 97,320 -566 2 —
☆QLTY funds › 2023 ETF SERIES TRUST II TRIM — 13.5% +0.5% 58.7 1,623,342 -1,570 2 —
☆BIL funds › SPDR SERIES TRUST ADD — 8.9% +0.3% 39.0 424,957 +19,392 2 —
☆GRID funds › FIRST TR EXCHANGE TRADED FD TRIM — 8.3% +0.3% 36.4 241,144 -6,043 2 —
☆GLD funds › SPDR GOLD TR TRIM — 6.4% +0.7% 27.8 78,262 -1,208 2 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T TRIM — 6.1% +0.1% 26.6 368,922 -1,047 2 —
☆HEFA funds › ISHARES TR ADD — 4.0% +0.1% 17.5 442,646 +1,474 2 —
☆AAPL funds › APPLE INC ADD — 2.1% +0.5% 9.2 36,222 +3,016 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.6% +0.3% 6.9 13,290 +2,049 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.2% +0.0% 5.3 16,194 -733 2 —
☆IVV funds › ISHARES TR TRIM — 1.1% +0.1% 4.9 7,351 -63 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.6% +0.1% 2.6 13,905 -100 2 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.2% 2.4 9,763 +1,678 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.5% +0.1% 2.2 28,917 +1,791 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.4% +0.2% 1.5 8,214 +4,297 2 —
☆GOOG funds › ALPHABET INC ADD — 0.3% +0.1% 1.5 6,025 +1,381 2 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.3% +0.0% 1.1 1,860 +0 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% +0.1% 1.1 9,855 +2,376 2 —
☆AMZN funds › AMAZON COM INC ADD — 0.2% +0.1% 1.1 4,921 +2,528 2 —
☆VLTO funds › VERALTO CORP ADD — 0.2% +0.1% 1.1 10,096 +4,110 2 —
☆XYL funds › XYLEM INC ADD — 0.2% +0.1% 1.0 6,991 +1,058 2 —
☆TTEK funds › TETRA TECH INC NEW ADD — 0.2% +0.1% 1.0 30,211 +11,754 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.0% 1.0 2,909 +323 2 —
☆IWF funds › ISHARES TR HOLD — 0.2% +0.0% 1.0 2,111 +0 2 —
☆WTRG funds › ESSENTIAL UTILS INC ADD — 0.2% +0.1% 1.0 23,933 +11,972 2 —
☆SBS funds › COMPANHIA DE SANEAMENTO BASI ADD — 0.2% +0.1% 1.0 38,295 +14,362 2 —
☆TBIL funds › RBB FD INC ADD — 0.2% +0.0% 0.9 18,568 +2,192 2 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW ADD — 0.2% +0.1% 0.9 6,595 +3,239 2 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.2% -0.1% 0.9 16,113 -1,000 2 —
☆PNR funds › PENTAIR PLC ADD — 0.2% +0.1% 0.9 7,861 +2,823 2 —
☆AAON funds › AAON INC TRIM Common Stock 0.2% +0.0% 0.8 9,074 -445 2 —
☆JPM funds › JPMORGAN CHASE & CO. ADD — 0.2% +0.0% 0.8 2,628 +50 2 —
☆NUBD funds › NUSHARES ETF TR ADD — 0.2% +0.0% 0.8 36,753 +2,532 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC ADD — 0.2% +0.0% 0.8 3,760 +906 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.8 2,693 +623 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% +0.0% 0.8 1 +0 2 —
☆STN funds › STANTEC INC ADD — 0.2% +0.0% 0.7 6,897 +1,636 2 —
☆CNM funds › CORE & MAIN INC ADD — 0.2% +0.0% 0.7 13,439 +3,189 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.0% 0.7 1,418 -400 2 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.1% +0.0% 0.6 5,865 +1,354 2 —
☆META funds › META PLATFORMS INC ADD — 0.1% +0.1% 0.6 791 +652 2 —
☆PG funds › PROCTER AND GAMBLE CO ADD — 0.1% +0.0% 0.6 3,751 +780 2 —
☆WMS funds › ADVANCED DRAIN SYS INC DEL ADD — 0.1% +0.1% 0.6 4,130 +1,610 2 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.1% 0.6 1,688 +1,563 2 —
☆SWIM funds › LATHAM GROUP INC ADD — 0.1% +0.1% 0.6 72,789 +41,784 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD ADD — 0.1% +0.0% 0.5 1,824 +161 2 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.1% +0.1% 0.5 5,026 +2,794 2 —
☆HD funds › HOME DEPOT INC ADD — 0.1% +0.1% 0.5 1,222 +728 2 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.5 794 +0 2 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 0.5 1,455 +387 2 —
☆CUSIP:130788102 funds › CALIFORNIA WTR SVC GROUP ADD — 0.1% +0.1% 0.5 10,306 +5,845 2 —
☆J funds › JACOBS SOLUTIONS INC ADD — 0.1% +0.0% 0.5 3,114 +401 2 —
☆WTTR funds › SELECT WATER SOLUTIONS INC ADD — 0.1% +0.1% 0.5 43,374 +27,692 2 —
☆NVS funds › NOVARTIS AG ADD — 0.1% +0.0% 0.5 3,607 +316 2 —
☆KKR funds › KKR & CO INC HOLD — 0.1% -0.0% 0.5 3,551 +0 2 —
☆HTO funds › H2O AMERICA ADD — 0.1% +0.1% 0.5 9,441 +6,235 2 —
☆WMT funds › WALMART INC ADD — 0.1% +0.1% 0.4 4,249 +2,956 2 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 0.4 955 -256 2 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.1% 0.4 971 +854 2 —
☆VMC funds › VULCAN MATLS CO ADD — 0.1% +0.1% 0.4 1,362 +838 2 —
☆AWR funds › AMER STATES WTR CO ADD — 0.1% +0.0% 0.4 5,636 +3,036 2 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% +0.0% 0.4 1,161 +0 2 —
☆HSBC funds › HSBC HLDGS PLC ADD — 0.1% +0.0% 0.4 5,358 +468 2 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% +0.0% 0.4 2,365 -49 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.1% 0.4 462 +413 2 —
☆SAP funds › SAP SE ADD — 0.1% -0.0% 0.4 1,362 +128 2 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.1% 0.4 1,295 +1,055 2 —
☆ORA funds › ORMAT TECHNOLOGIES INC ADD — 0.1% +0.0% 0.4 3,691 +772 2 —
☆COST funds › COSTCO WHSL CORP NEW TRIM — 0.1% -0.0% 0.3 378 -49 2 —
☆LNN funds › LINDSAY CORP ADD — 0.1% +0.0% 0.3 2,485 +693 2 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.1% 0.3 1,157 +761 2 —
☆CUSIP:920253101 funds › VALMONT INDS INC ADD — 0.1% +0.0% 0.3 888 +493 2 —
☆CIG funds › CIA ENERGETICA DE MINAS GERA ADD — 0.1% +0.0% 0.3 161,340 +13,619 2 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 0.3 436 +101 2 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT ADD — 0.1% -0.0% 0.3 1,598 +70 2 —
☆NGG funds › NATIONAL GRID PLC ADD — 0.1% +0.0% 0.3 4,522 +1,014 2 —
☆FSV funds › FIRSTSERVICE CORP NEW ADD — 0.1% +0.0% 0.3 1,715 +259 2 —
☆GWRS funds › GLOBAL WTR RES INC ADD — 0.1% +0.0% 0.3 31,584 +20,364 2 —
☆PEP funds › PEPSICO INC ADD — 0.1% +0.0% 0.3 2,278 +1,319 2 —
☆ORI funds › OLD REP INTL CORP NEW — 0.1% +0.1% 0.3 7,299 +7,299 1 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.1% +0.0% 0.3 375 +181 2 —
☆SBAC funds › SBA COMMUNICATIONS CORP NEW ADD — 0.1% +0.0% 0.3 1,589 +406 2 —
☆RY funds › ROYAL BK CDA ADD — 0.1% +0.0% 0.3 2,084 +183 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 0.3 6,883 -4,798 2 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 0.3 979 -816 2 —
☆CIBR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.0% 0.3 3,894 -97 2 —
☆CWCO funds › CONSOLIDATED WATER CO INC ADD — 0.1% +0.0% 0.3 8,320 +4,654 2 —
☆IHG funds › INTERCONTINENTAL HOTELS GROU ADD — 0.1% +0.0% 0.3 2,420 +222 2 —
☆KB funds › KB FINL GROUP INC ADD — 0.1% +0.0% 0.3 3,492 +292 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.3 507 -62 2 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.3 841 -208 2 —
☆URNM funds › SPROTT FDS TR TRIM — 0.1% +0.0% 0.3 4,697 -39 2 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.1% +0.1% 0.3 1,138 +1,138 1 —
☆AMT funds › AMERICAN TOWER CORP NEW ADD — 0.1% +0.0% 0.3 1,437 +469 2 —
☆EQIX funds › EQUINIX INC ADD — 0.1% +0.0% 0.3 352 +91 2 —
☆MAS funds › MASCO CORP ADD — 0.1% +0.0% 0.3 3,864 +2,155 2 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 865 +0 2 —
☆MOD funds › MODINE MFG CO TRIM — 0.1% +0.0% 0.3 1,838 -508 2 —
☆SKM funds › SK TELECOM CO LTD ADD — 0.1% +0.0% 0.3 11,971 +1,156 2 —
☆IEFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,953 -394 2 —
☆YORW funds › YORK WTR CO ADD — 0.1% +0.0% 0.3 8,437 +4,611 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 0.3 414 +316 2 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.1% +0.0% 0.2 2,500 +0 2 —
☆RDY funds › DR REDDYS LABS LTD ADD — 0.1% +0.0% 0.2 17,512 +1,675 2 —
☆LEN funds › LENNAR CORP ADD — 0.1% +0.0% 0.2 1,916 +1,694 2 —
☆ECL funds › ECOLAB INC ADD — 0.1% +0.0% 0.2 878 +390 2 —
☆BG funds › BUNGE GLOBAL SA ADD — 0.1% +0.0% 0.2 2,951 +589 2 —
☆AOS funds › SMITH A O CORP ADD — 0.1% +0.0% 0.2 3,236 +1,812 2 —
☆TFC funds › TRUIST FINL CORP NEW — 0.1% +0.1% 0.2 5,147 +5,147 1 —
☆ROL funds › ROLLINS INC ADD — 0.1% +0.0% 0.2 3,993 +312 2 —
☆PSO funds › PEARSON PLC ADD — 0.1% +0.0% 0.2 16,449 +1,299 2 —
☆IR funds › INGERSOLL RAND INC ADD — 0.1% +0.1% 0.2 2,816 +2,768 2 —
☆ARTNA funds › ARTESIAN RES CORP ADD — 0.1% +0.0% 0.2 7,134 +3,921 2 —
☆PRM funds › PERIMETER SOLUTIONS INC TRIM — 0.1% +0.0% 0.2 10,344 -2,739 2 —
☆CUSIP:879382208 funds › TELEFONICA S A ADD — 0.1% +0.0% 0.2 44,539 +3,766 2 —
☆CVX funds › CHEVRON CORP NEW NEW — 0.1% +0.1% 0.2 1,441 +1,441 1 —
☆AON funds › AON PLC HOLD — 0.1% -0.0% 0.2 622 +0 2 —
☆VUG funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 462 +0 2 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% +0.0% 0.2 442 +0 2 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% -0.1% 0.2 3,223 -3,993 2 —
☆AXON funds › AXON ENTERPRISE INC TRIM — 0.1% -0.1% 0.2 307 -264 2 —
☆SHG funds › SHINHAN FINANCIAL GROUP CO L ADD — 0.0% +0.0% 0.2 4,181 +346 2 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.2 987 +709 2 —
☆DVY funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,431 +0 2 —
☆DHR funds › DANAHER CORPORATION TRIM — 0.0% -0.0% 0.2 1,019 -74 2 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% -0.0% 0.2 1,240 +0 2 —
☆WIT funds › WIPRO LTD ADD — 0.0% -0.0% 0.1 53,632 +2,851 2 —
☆CGNX funds › COGNEX CORP EXIT — 0.0% -0.0% 0.0 0 -2,716 0 —
☆GSK funds › GSK PLC EXIT — 0.0% -0.0% 0.0 0 -3,256 0 —
☆SSNC funds › SS&C TECHNOLOGIES HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆CHTR funds › CHARTER COMMUNICATIONS INC N EXIT — 0.0% -0.1% 0.0 0 -615 0 —
☆ESE funds › ESCO TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -1,005 0 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -0.0% 0.0 0 -116 0 —
☆BC funds › BRUNSWICK CORP EXIT — 0.0% -0.0% 0.0 0 -1,719 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -133 0 —
☆GWRE funds › GUIDEWIRE SOFTWARE INC EXIT — 0.0% -0.1% 0.0 0 -929 0 —
☆CPRT funds › COPART INC EXIT — 0.0% -0.0% 0.0 0 -2,153 0 —
☆WAB funds › WABTEC EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆IYW funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -140 0 —
☆CLH funds › CLEAN HARBORS INC EXIT — 0.0% -0.0% 0.0 0 -507 0 —
☆ICUI funds › ICU MED INC EXIT — 0.0% -0.0% 0.0 0 -940 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆CION funds › CION INVT CORP EXIT — 0.0% -0.0% 0.0 0 -7,300 0 —
☆ENB funds › ENBRIDGE INC EXIT — 0.0% -0.0% 0.0 0 -1,581 0 —
☆VRT funds › VERTIV HOLDINGS CO EXIT — 0.0% -0.1% 0.0 0 -1,938 0 —
☆IOT funds › SAMSARA INC EXIT — 0.0% -0.0% 0.0 0 -2,916 0 —
☆TER funds › TERADYNE INC EXIT — 0.0% -0.0% 0.0 0 -1,358 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.2% 0.0 0 -22,571 0 —
☆C funds › CITIGROUP INC EXIT — 0.0% -0.0% 0.0 0 -850 0 —
☆CSL funds › CARLISLE COS INC EXIT — 0.0% -0.0% 0.0 0 -258 0 —
☆HPQ funds › HP INC EXIT — 0.0% -0.0% 0.0 0 -6,883 0 —
☆IWD funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -201 0 —
☆SFM funds › SPROUTS FMRS MKT INC EXIT — 0.0% -0.0% 0.0 0 -359 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.1% 0.0 0 -2,126 0 —
☆VRSN funds › VERISIGN INC EXIT — 0.0% -0.0% 0.0 0 -676 0 —
☆CUSIP:146280508 funds › SILA REALTY TRUST INC EXIT — 0.0% -0.1% 0.0 0 -12,977 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.1% 0.0 0 -641 0 —
☆TECH funds › BIO-TECHNE CORP EXIT — 0.0% -0.0% 0.0 0 -2,164 0 —
☆PAYX funds › PAYCHEX INC EXIT — 0.0% -0.0% 0.0 0 -1,125 0 —
☆VRSK funds › VERISK ANALYTICS INC EXIT — 0.0% -0.1% 0.0 0 -766 0 —
☆MTB funds › M & T BK CORP EXIT — 0.0% -0.1% 0.0 0 -1,167 0 —
☆GIB funds › CGI INC EXIT — 0.0% -0.0% 0.0 0 -1,607 0 —
☆ROST funds › ROSS STORES INC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆LNTH funds › LANTHEUS HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -1,083 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC EXIT — 0.0% -0.0% 0.0 0 -64 0 —
☆PNC funds › PNC FINL SVCS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -946 0 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -2,862 0 —
☆DHI funds › D R HORTON INC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆MPWR funds › MONOLITHIC PWR SYS INC EXIT — 0.0% -0.0% 0.0 0 -245 0 —
☆HASI funds › HA SUSTAINABLE INFRA CAP INC EXIT — 0.0% -0.0% 0.0 0 -2,493 0 —
☆LRCX funds › LAM RESEARCH CORP EXIT — 0.0% -0.1% 0.0 0 -3,219 0 —
☆NTR funds › NUTRIEN LTD EXIT — 0.0% -0.0% 0.0 0 -2,598 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.1% 0.0 0 -223 0 —
☆FSLR funds › FIRST SOLAR INC EXIT — 0.0% -0.0% 0.0 0 -502 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.0% 0.0 0 -359 0 —
☆LAND funds › GLADSTONE LD CORP EXIT — 0.0% -0.0% 0.0 0 -3,733 0 —
☆CUSIP:48203R104 funds › JUNIPER NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -3,883 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -0.0% 0.0 0 -348 0 —
☆CTAS funds › CINTAS CORP EXIT — 0.0% -0.0% 0.0 0 -620 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD EXIT — 0.0% -0.0% 0.0 0 -837 0 —
☆CUSIP:277432100 funds › EASTMAN CHEM CO EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆ONT funds › MONTROSE ENVIRONMENTAL GROUP EXIT — 0.0% -0.0% 0.0 0 -6,623 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆KD funds › KYNDRYL HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -217 0 —
☆GL funds › GLOBE LIFE INC EXIT — 0.0% -0.0% 0.0 0 -1,549 0 —
☆TMUS funds › T-MOBILE US INC EXIT — 0.0% -0.1% 0.0 0 -952 0 —
☆PRMB funds › PRIMO BRANDS CORPORATION EXIT — 0.0% -0.1% 0.0 0 -10,863 0 —
☆FELE funds › FRANKLIN ELEC INC EXIT — 0.0% -0.0% 0.0 0 -770 0 —
☆ZWS funds › ZURN ELKAY WATER SOLNS CORP EXIT — 0.0% -0.0% 0.0 0 -3,068 0 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC EXIT — 0.0% -0.0% 0.0 0 -655 0 —
☆JEF funds › JEFFERIES FINL GROUP INC EXIT — 0.0% -0.0% 0.0 0 -2,490 0 —
☆IJR funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -720 0 —
☆ALL funds › ALLSTATE CORP EXIT — 0.0% -0.0% 0.0 0 -223 0 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC EXIT — 0.0% -0.0% 0.0 0 -603 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.0% 0.0 0 -2,338 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.0% 0.0 0 -203 0 —
☆NDAQ funds › NASDAQ INC EXIT — 0.0% -0.1% 0.0 0 -5,630 0 —
☆AZTA funds › AZENTA INC EXIT — 0.0% -0.0% 0.0 0 -2,204 0 —
☆RPM funds › RPM INTL INC EXIT — 0.0% -0.0% 0.0 0 -1,192 0 —
☆RGA funds › REINSURANCE GRP OF AMERICA I EXIT — 0.0% -0.0% 0.0 0 -862 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.1% 0.0 0 -4,809 0 —
☆CMCSA funds › COMCAST CORP NEW EXIT — 0.0% -0.0% 0.0 0 -1,129 0 —
☆LFUS funds › LITTELFUSE INC EXIT — 0.0% -0.0% 0.0 0 -718 0 —
☆TYL funds › TYLER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -456 0 —
☆F funds › FORD MTR CO EXIT — 0.0% -0.1% 0.0 0 -29,877 0 —
☆CUSIP:03662Q105 funds › ANSYS INC EXIT — 0.0% -0.0% 0.0 0 -438 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.0% 0.0 0 -691 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.0% 0.0 0 -818 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.0% 0.0 0 -170 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -0.1% 0.0 0 -62 0 —
☆ATO funds › ATMOS ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆CUSIP:G87264100 funds › TECNOGLASS INC EXIT — 0.0% -0.0% 0.0 0 -1,992 0 —
☆EIX funds › EDISON INTL EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆NVT funds › NVENT ELECTRIC PLC EXIT — 0.0% -0.0% 0.0 0 -2,362 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.0% 0.0 0 -733 0 —
☆HUBB funds › HUBBELL INC EXIT — 0.0% -0.1% 0.0 0 -714 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆VB funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -214 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.1% 0.0 0 -717 0 —
☆SLAB funds › SILICON LABORATORIES INC EXIT — 0.0% -0.0% 0.0 0 -1,357 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.1% 0.0 0 -3,407 0 —
☆PLMR funds › PALOMAR HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -863 0 —
☆PGR funds › PROGRESSIVE CORP EXIT — 0.0% -0.0% 0.0 0 -676 0 —
☆IRT funds › INDEPENDENCE RLTY TR INC EXIT — 0.0% -0.0% 0.0 0 -2,396 0 —
☆POWI funds › POWER INTEGRATIONS INC EXIT — 0.0% -0.0% 0.0 0 -1,941 0 —
☆FCN funds › FTI CONSULTING INC EXIT — 0.0% -0.0% 0.0 0 -391 0 —
☆FBIN funds › FORTUNE BRANDS INNOVATIONS I EXIT — 0.0% -0.0% 0.0 0 -781 0 —
☆FFIV funds › F5 INC EXIT — 0.0% -0.0% 0.0 0 -568 0 —
☆WFC funds › WELLS FARGO CO NEW EXIT — 0.0% -0.0% 0.0 0 -122 0 —
☆IP funds › INTERNATIONAL PAPER CO EXIT — 0.0% -0.1% 0.0 0 -4,686 0 —
☆WEX funds › WEX INC EXIT — 0.0% -0.0% 0.0 0 -868 0 —
☆VCEL funds › VERICEL CORP EXIT — 0.0% -0.0% 0.0 0 -2,109 0 —
☆ATR funds › APTARGROUP INC EXIT — 0.0% -0.0% 0.0 0 -1,004 0 —
☆NTAP funds › NETAPP INC EXIT — 0.0% -0.0% 0.0 0 -1,919 0 —
☆EW funds › EDWARDS LIFESCIENCES CORP EXIT — 0.0% -0.1% 0.0 0 -4,474 0 —
☆GM funds › GENERAL MTRS CO EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.1% 0.0 0 -1,872 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -0.0% 0.0 0 -245 0 —
☆ARE funds › ALEXANDRIA REAL ESTATE EQ IN EXIT — 0.0% -0.0% 0.0 0 -994 0 —
☆CVS funds › CVS HEALTH CORP EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆MSEX funds › MIDDLESEX WTR CO EXIT — 0.0% -0.0% 0.0 0 -1,566 0 —
☆ARRY funds › ARRAY TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -6,578 0 —
☆AMGN funds › AMGEN INC EXIT — 0.0% -0.0% 0.0 0 -103 0 —
☆RF funds › REGIONS FINANCIAL CORP NEW EXIT — 0.0% -0.0% 0.0 0 -1,101 0 —
☆MMM funds › 3M CO EXIT — 0.0% -0.0% 0.0 0 -458 0 —
☆CUSIP:47030M106 funds › JAMES HARDIE INDS PLC EXIT — 0.0% -0.0% 0.0 0 -6,375 0 —
☆MCO funds › MOODYS CORP EXIT — 0.0% -0.1% 0.0 0 -437 0 —
☆WELL funds › WELLTOWER INC EXIT — 0.0% -0.1% 0.0 0 -1,488 0 —
☆UAL funds › UNITED AIRLS HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -4,390 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.0% 0.0 0 -758 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I EXIT — 0.0% -0.0% 0.0 0 -125 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.1% 0.0 0 -1,062 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -79 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -0.0% 0.0 0 -354 0 —
☆CUSIP:15872M104 funds › CHAMPIONX CORPORATION EXIT — 0.0% -0.0% 0.0 0 -4,414 0 —
☆BIO funds › BIO RAD LABS INC EXIT — 0.0% -0.0% 0.0 0 -664 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -7,004 0 —
☆RVTY funds › REVVITY INC EXIT — 0.0% -0.0% 0.0 0 -736 0 —
☆WWD funds › WOODWARD INC EXIT — 0.0% -0.0% 0.0 0 -868 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO EXIT — 0.0% -0.1% 0.0 0 -5,212 0 —
☆SCI funds › SERVICE CORP INTL EXIT — 0.0% -0.0% 0.0 0 -1,541 0 —
☆SHW funds › SHERWIN WILLIAMS CO EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆PEG funds › PUBLIC SVC ENTERPRISE GRP IN EXIT — 0.0% -0.0% 0.0 0 -2,394 0 —
☆IVT funds › INVENTRUST PPTYS CORP EXIT — 0.0% -0.0% 0.0 0 -1,096 0 —
☆PTC funds › PTC INC EXIT — 0.0% -0.0% 0.0 0 -898 0 —
☆ORLY funds › OREILLY AUTOMOTIVE INC EXIT — 0.0% -0.1% 0.0 0 -3,668 0 —
☆POOL funds › POOL CORP EXIT — 0.0% -0.1% 0.0 0 -903 0 —
☆CUSIP:829073105 funds › SIMPSON MFG INC EXIT — 0.0% -0.0% 0.0 0 -891 0 —
☆RJF funds › RAYMOND JAMES FINL INC EXIT — 0.0% -0.1% 0.0 0 -1,596 0 —
☆EXC funds › EXELON CORP EXIT — 0.0% -0.1% 0.0 0 -4,972 0 —
☆IDXX funds › IDEXX LABS INC EXIT — 0.0% -0.1% 0.0 0 -652 0 —
☆DSGX funds › DESCARTES SYS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -1,308 0 —
☆GPC funds › GENUINE PARTS CO EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆CBU funds › COMMUNITY FINANCIAL SYSTEM I EXIT — 0.0% -0.0% 0.0 0 -2,957 0 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆WTFC funds › WINTRUST FINL CORP EXIT — 0.0% -0.1% 0.0 0 -2,473 0 —
☆FAST funds › FASTENAL CO EXIT — 0.0% -0.1% 0.0 0 -5,470 0 —
☆FITB funds › FIFTH THIRD BANCORP EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆MDLZ funds › MONDELEZ INTL INC EXIT — 0.0% -0.0% 0.0 0 -491 0 —
☆GGG funds › GRACO INC EXIT — 0.0% -0.0% 0.0 0 -2,353 0 —
☆MMS funds › MAXIMUS INC EXIT — 0.0% -0.0% 0.0 0 -1,622 0 —
☆GILD funds › GILEAD SCIENCES INC EXIT — 0.0% -0.0% 0.0 0 -1,551 0 —
☆LH funds › LABCORP HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -532 0 —
☆MFC funds › MANULIFE FINL CORP EXIT — 0.0% -0.0% 0.0 0 -5,793 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.0% 0.0 0 -215 0 —
☆EXP funds › EAGLE MATLS INC EXIT — 0.0% -0.0% 0.0 0 -672 0 —
☆TREX funds › TREX CO INC EXIT — 0.0% -0.0% 0.0 0 -1,645 0 —
☆RCL funds › ROYAL CARIBBEAN GROUP EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆EA funds › ELECTRONIC ARTS INC EXIT — 0.0% -0.0% 0.0 0 -1,043 0 —
☆MET funds › METLIFE INC EXIT — 0.0% -0.0% 0.0 0 -1,397 0 —
☆MSI funds › MOTOROLA SOLUTIONS INC EXIT — 0.0% -0.1% 0.0 0 -526 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -220 0 —
☆FLUT funds › FLUTTER ENTMT PLC EXIT — 0.0% -0.0% 0.0 0 -474 0 —
☆STE funds › STERIS PLC EXIT — 0.0% -0.0% 0.0 0 -494 0 —
☆MLM funds › MARTIN MARIETTA MATLS INC EXIT — 0.0% -0.0% 0.0 0 -274 0 —
☆TT funds › TRANE TECHNOLOGIES PLC EXIT — 0.0% -0.0% 0.0 0 -437 0 —
☆IX funds › ORIX CORP EXIT — 0.0% -0.0% 0.0 0 -1,890 0 —
☆ACM funds › AECOM EXIT — 0.0% -0.0% 0.0 0 -1,079 0 —
☆HLN funds › HALEON PLC EXIT — 0.0% -0.0% 0.0 0 -3,796 0 —
☆CUSIP:931427108 funds › WALGREENS BOOTS ALLIANCE INC EXIT — 0.0% -0.1% 0.0 0 -20,129 0 —
☆ADSK funds › AUTODESK INC EXIT — 0.0% -0.1% 0.0 0 -1,840 0 —
☆EFX funds › EQUIFAX INC EXIT — 0.0% -0.0% 0.0 0 -686 0 —
☆CLX funds › CLOROX CO DEL EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆PCG funds › PG&E CORP EXIT — 0.0% -0.1% 0.0 0 -23,546 0 —
☆DUOL funds › DUOLINGO INC EXIT — 0.0% -0.0% 0.0 0 -92 0 —
☆WSO funds › WATSCO INC EXIT — 0.0% -0.0% 0.0 0 -348 0 —
☆AZO funds › AUTOZONE INC EXIT — 0.0% -0.1% 0.0 0 -100 0 —
☆WM funds › WASTE MGMT INC DEL EXIT — 0.0% -0.1% 0.0 0 -1,163 0 —
☆CB funds › CHUBB LIMITED EXIT — 0.0% -0.1% 0.0 0 -1,241 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.0% 0.0 0 -234 0 —
☆GIS funds › GENERAL MLS INC EXIT — 0.0% -0.0% 0.0 0 -1,428 0 —
☆AIZ funds › ASSURANT INC EXIT — 0.0% -0.0% 0.0 0 -333 0 —
☆GTLS funds › CHART INDS INC EXIT — 0.0% -0.0% 0.0 0 -995 0 —
☆INFY funds › INFOSYS LTD EXIT — 0.0% -0.0% 0.0 0 -9,467 0 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR EXIT — 0.0% -0.0% 0.0 0 -503 0 —
☆AMP funds › AMERIPRISE FINL INC EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆COR funds › CENCORA INC EXIT — 0.0% -0.0% 0.0 0 -566 0 —
☆MAA funds › MID-AMER APT CMNTYS INC EXIT — 0.0% -0.0% 0.0 0 -1,302 0 —
☆NVR funds › NVR INC EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆CUSIP:390607109 funds › GREAT LAKES DREDGE & DOCK CO EXIT — 0.0% -0.0% 0.0 0 -6,771 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆BRO funds › BROWN & BROWN INC EXIT — 0.0% -0.0% 0.0 0 -1,798 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.0% 0.0 0 -1,158 0 —
☆BSY funds › BENTLEY SYS INC EXIT — 0.0% -0.0% 0.0 0 -2,131 0 —
☆ENPH funds › ENPHASE ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -1,050 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -0.0% 0.0 0 -905 0 —
☆SJM funds › SMUCKER J M CO EXIT — 0.0% -0.1% 0.0 0 -3,686 0 —
☆LUV funds › SOUTHWEST AIRLS CO EXIT — 0.0% -0.0% 0.0 0 -5,514 0 —
☆CARR funds › CARRIER GLOBAL CORPORATION EXIT — 0.0% -0.1% 0.0 0 -4,703 0 —
☆CAH funds › CARDINAL HEALTH INC EXIT — 0.0% -0.1% 0.0 0 -1,625 0 —
☆CUSIP:487836108 funds › KELLANOVA EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆GRMN funds › GARMIN LTD EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆ROK funds › ROCKWELL AUTOMATION INC EXIT — 0.0% -0.0% 0.0 0 -579 0 —
☆WRB funds › BERKLEY W R CORP EXIT — 0.0% -0.1% 0.0 0 -4,759 0 —
☆VTRS funds › VIATRIS INC EXIT — 0.0% -0.0% 0.0 0 -190 0 —
☆ULTA funds › ULTA BEAUTY INC EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -499 0 —
☆DAL funds › DELTA AIR LINES INC DEL EXIT — 0.0% -0.1% 0.0 0 -7,285 0 —
☆VEEV funds › VEEVA SYS INC EXIT — 0.0% -0.0% 0.0 0 -367 0 —
☆BMI funds › BADGER METER INC EXIT — 0.0% -0.0% 0.0 0 -423 0 —
☆CUSIP:39818P799 funds › PEAKSTONE REALTY TRUST EXIT — 0.0% -0.0% 0.0 0 -837 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
2025Q3 436 128 0.08 84% 0.099 0.784 — in
2025Q2 429 339 0.09 80% 0.094 0.777 — entered
2025Q1 377 131 0.00 84% 0.106 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