Fund Universe

Badgley Phelps Wealth Managers, LLC

CIK 0001895362 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.742
AUM ($M)
5,709
Positions
333
Turnover
0.07
Top-10 wt
33%
Herfindahl
0.017
History (qtrs)
6
Excess Return

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Holdings · 352 positions · portfolio value $5,709M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 4.8% +0.0% 271.7 1,357,879 +1,307 5
AAPL funds › APPLE INC ADD 4.4% +0.0% 249.3 861,390 +5,838 5
MSFT funds › MICROSOFT CORP ADD 4.2% -0.5% 241.4 647,049 +3,693 5
EFA funds › ISHARES TR ADD 4.2% -0.2% 239.7 2,307,217 +48,239 5
VB funds › VANGUARD INDEX FDS TRIM 3.5% -0.0% 198.0 653,239 -20,296 5
AMZN funds › AMAZON COM INC ADD 2.7% +0.0% 153.8 645,446 +2,875 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 2.7% -0.0% 151.5 2,538,203 +52,240 5
IJH funds › ISHARES TR ADD 2.5% +0.0% 140.5 1,821,548 +23,611 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 2.4% +0.0% 135.7 1,903,904 +64,020 5
GOOG funds › ALPHABET INC ADD 2.0% +0.2% 115.7 327,319 +8,975 5
GOOGL funds › ALPHABET INC TRIM 1.9% +0.1% 111.2 311,229 -7,587 5
LLY funds › ELI LILLY & CO TRIM 1.9% +0.2% 111.1 92,643 -713 5
IWO funds › ISHARES TR ADD 1.6% +0.2% 90.0 228,374 +4,226 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.6% -0.0% 89.9 274,631 -1,174 5
LRCX funds › LAM RESEARCH CORP TRIM 1.6% +0.6% 89.2 205,801 -15,633 5
IWN funds › ISHARES TR ADD 1.5% +0.1% 88.0 397,941 +7,662 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 1.5% -0.2% 87.9 1,489,697 +26,291 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 1.5% -0.3% 84.8 90,596 +2,160 5
AVGO funds › BROADCOM INC ADD 1.4% +0.1% 78.0 206,427 +2,921 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 1.3% -0.1% 76.5 152,894 -819 5
V funds › VISA INC ADD 1.2% +0.0% 69.6 202,780 +2,179 5
META funds › META PLATFORMS INC TRIM 1.2% -0.2% 68.6 121,778 -156 5
CAT funds › CATERPILLAR INC ADD 1.2% +0.3% 67.6 63,457 +2,861 5
PANW funds › PALO ALTO NETWORKS INC ADD 1.1% +0.6% 64.1 187,888 +13,338 5
IWD funds › ISHARES TR ADD 1.1% +0.0% 63.0 259,924 +8,422 5
IWF funds › ISHARES TR ADD 1.1% +0.1% 62.9 506,793 +389,171 5
AMAT funds › APPLIED MATLS INC TRIM 1.0% +0.5% 59.8 82,648 -100 5
MS funds › MORGAN STANLEY TRIM 1.0% +0.1% 59.3 283,722 -6,014 5
IWR funds › ISHARES TR TRIM 1.0% -0.3% 57.3 519,161 -170,515 5
VV funds › VANGUARD INDEX FDS ADD 1.0% +0.0% 55.8 162,359 +2,550 5
SPYM funds › SPDR SERIES TRUST TRIM 1.0% -0.0% 54.7 623,005 -17,605 5
CSCO funds › CISCO SYS INC TRIM 1.0% +0.2% 54.3 461,916 -7,125 5
COLM funds › COLUMBIA SPORTSWEAR CO HOLD 0.8% -0.0% 47.5 768,830 +0 5
WMT funds › WALMART INC TRIM 0.8% -0.2% 43.8 387,161 -5,746 5
LIN funds › LINDE PLC TRIM 0.7% -0.1% 40.6 78,282 -3,396 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.7% +0.0% 40.5 190,488 +16,003 5
VLO funds › VALERO ENERGY CORP TRIM 0.7% -0.1% 40.5 155,460 -6,776 5
BIV funds › VANGUARD BD INDEX FDS ADD 0.7% -0.1% 40.2 523,833 +8,886 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.7% -0.1% 40.1 158,087 -2,857 5
BAC funds › BANK OF AMER CORP ADD 0.7% +0.0% 39.4 690,617 +6,233 5
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.7% +0.4% 38.3 128,603 +873 5
IWP funds › ISHARES TR ADD 0.6% +0.0% 36.7 250,932 +3,882 5
PH funds › PARKER-HANNIFIN CORP ADD 0.6% -0.0% 35.2 35,965 +662 5
IWM funds › ISHARES TR TRIM 0.6% -0.1% 34.4 114,350 -19,152 5
MU funds › MICRON TECHNOLOGY INC ADD 0.6% +0.5% 34.2 29,632 +9,908 5
TSLA funds › TESLA INC ADD 0.6% +0.0% 32.2 76,644 +4,843 5
PWR funds › QUANTA SVCS INC ADD 0.6% +0.1% 31.7 43,980 +103 3
PG funds › PROCTER & GAMBLE CO ADD 0.5% -0.1% 30.8 210,367 +2,717 5
HD funds › HOME DEPOT INC TRIM 0.5% -0.1% 30.7 86,970 -3,445 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.5% -0.1% 29.9 167,933 +160,174 5
IWS funds › ISHARES TR ADD 0.5% +0.0% 29.8 181,221 +2,720 5
NI funds › NISOURCE INC TRIM 0.5% -0.1% 29.6 623,005 -3,094 5
VRT funds › VERTIV HOLDINGS CO ADD 0.5% +0.1% 29.4 87,856 +6,096 5
PLD funds › PROLOGIS INC. ADD 0.5% -0.1% 28.8 212,353 +191 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.5% -0.1% 28.7 346,715 +5,385 5
UNP funds › UNION PAC CORP ADD 0.5% -0.0% 27.7 101,873 +257 5
KO funds › COCA COLA CO TRIM 0.5% -0.0% 27.3 333,789 -441 5
CB funds › CHUBB LIMITED ADD 0.5% -0.0% 26.0 76,083 +788 5
SMMD funds › ISHARES TR NEW 0.4% +0.4% 25.6 279,503 +279,503 1
GE funds › GE AEROSPACE ADD 0.4% +0.1% 25.2 67,368 +858 5
MCK funds › MCKESSON CORP ADD 0.4% -0.1% 23.5 31,065 +230 5
URI funds › UNITED RENTALS INC ADD 0.4% +0.1% 22.7 20,069 +287 5
NOW funds › SERVICENOW INC ADD 0.4% -0.1% 22.7 228,323 +4,874 5
DHR funds › DANAHER CORP DEL TRIM 0.4% -0.1% 22.1 116,020 -3,920 5
JIRE funds › J P MORGAN EXCHANGE TRADED F ADD 0.4% -0.0% 21.6 261,833 +4,748 5
CVX funds › CHEVRON CORPORATION TRIM 0.4% -0.2% 21.4 129,241 -1,279 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.4% -0.1% 21.3 42,374 -2,117 5
EOG funds › EOG RES INC TRIM 0.4% -0.1% 20.9 161,405 -379 5
NEE funds › NEXTERA ENERGY INC ADD 0.4% -0.1% 20.5 233,824 +2,012 5
IWB funds › ISHARES TR TRIM 0.4% -0.0% 20.1 49,009 -1,454 5
DJP funds › BARCLAYS BANK PLC ADD 0.4% -0.1% 20.0 457,278 +8,810 5
ETN funds › EATON CORP PLC ADD 0.3% +0.0% 19.6 46,032 +1,031 5
TXN funds › TEXAS INSTRS INC ADD 0.3% +0.1% 19.4 65,136 +7,743 5
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.3% -0.0% 19.3 209,216 +2,163 5
MDLZ funds › MONDELEZ INTL INC ADD 0.3% -0.0% 19.0 326,098 +6,707 5
PCAR funds › PACCAR INC TRIM 0.3% -0.0% 18.9 157,047 -62 5
SYK funds › STRYKER CORPORATION TRIM 0.3% -0.1% 18.7 59,172 -3,371 5
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.3% -0.1% 18.4 110,525 -3,484 5
MRK funds › MERCK & CO INC ADD 0.3% +0.0% 18.2 140,620 +9,121 5
MDT funds › MEDTRONIC PLC ADD 0.3% -0.1% 18.1 229,163 +160 5
TJX funds › TJX COS INC NEW ADD 0.3% -0.0% 18.0 119,132 +4,396 5
ECL funds › ECOLAB INC ADD 0.3% -0.0% 17.2 61,587 +963 5
ORCL funds › ORACLE CORP TRIM 0.3% -0.0% 17.1 116,576 -1,087 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.3% -0.0% 17.1 22,814 -707 5
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.3% -0.1% 17.0 58,492 +830 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 16.9 123,778 +3,503 5
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.3% -0.0% 16.3 194,736 -1,317 5
CRM funds › SALESFORCE INC TRIM 0.3% -0.1% 16.1 102,773 -3,547 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.3% -0.0% 16.0 46,472 +750 5
MCD funds › MCDONALDS CORP TRIM 0.3% -0.1% 15.9 58,866 -1,540 5
GEV funds › GE VERNOVA INC ADD 0.3% +0.1% 15.9 13,498 +3,425 3
CCK funds › CROWN HLDGS INC TRIM 0.3% -0.0% 15.7 140,119 -11,265 5
GILD funds › GILEAD SCIENCES INC ADD 0.3% -0.1% 15.5 122,348 +77 5
APH funds › AMPHENOL CORP ADD 0.3% +0.1% 14.7 83,503 +12,566 4
GVI funds › ISHARES TR ADD 0.3% -0.0% 14.5 137,101 +13,780 5
VTI funds › VANGUARD INDEX FDS TRIM 0.3% -0.0% 14.5 39,286 -1,104 5
SNX funds › TD SYNNEX CORPORATION ADD 0.3% +0.1% 14.4 54,041 +4,915 5
KKR funds › KKR & CO INC ADD 0.3% -0.0% 14.3 156,331 +977 5
DIS funds › DISNEY WALT CO ADD 0.2% -0.0% 14.3 147,132 +4,764 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 13.9 49,384 +1,529 5
INTC funds › INTEL CORP ADD 0.2% +0.2% 12.8 91,830 +63,036 5
EWY funds › ISHARES INC NEW 0.2% +0.2% 12.5 61,740 +61,740 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.2% +0.2% 12.2 21,020 +8,625 5
UPS funds › UNITED PARCEL SVCS INC TRIM 0.2% -0.0% 12.1 112,300 -116 5
SNPS funds › SYNOPSYS INC ADD 0.2% -0.0% 12.0 26,943 +243 5
NFLX funds › NETFLIX INC. ADD 0.2% -0.1% 12.0 168,162 +9,707 5
HON funds › HONEYWELL INTL INC NEW 0.2% +0.2% 10.8 48,201 +48,201 1
ISRG funds › INTUITIVE SURGICAL INC ADD 0.2% -0.0% 10.4 26,100 +1,942 5
DAL funds › DELTA AIR LINES INC NEW 0.2% +0.2% 9.7 103,812 +103,812 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.2% +0.2% 9.7 43,977 +43,977 1
ANET funds › ARISTA NETWORKS INC ADD 0.2% +0.0% 8.7 50,986 +6,369 3
MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD 0.2% +0.0% 8.6 12,168 +249 5
MET funds › METLIFE INC ADD 0.1% +0.0% 8.5 100,857 +1,590 5
PEP funds › PEPSICO INC TRIM 0.1% -0.1% 8.5 62,990 -5,924 5
IVV funds › ISHARES TR ADD 0.1% +0.0% 8.5 11,379 +211 5
FWONK funds › LIBERTY MEDIA CORP DEL ADD 0.1% +0.0% 8.5 89,179 +10,657 2
RTX funds › RTX CORPORATION TRIM 0.1% -0.1% 8.4 44,060 -13,470 5
TMUS funds › T-MOBILE US INC ADD 0.1% -0.0% 8.3 49,443 +4,264 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% -0.0% 8.1 112,931 +6,501 5
TRMB funds › TRIMBLE INC ADD 0.1% -0.1% 8.1 157,442 +1,962 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.0% 7.7 66,270 +13,563 2
CI funds › THE CIGNA GROUP ADD 0.1% -0.0% 7.5 27,065 +1,235 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 7.3 17,589 -3,643 5
SPGI funds › S&P GLOBAL INC ADD 0.1% -0.0% 6.8 16,799 +801 5
SPSB funds › SPDR SERIES TRUST ADD 0.1% -0.0% 6.8 226,281 +21,754 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 6.7 9 -1 5
KRMN funds › KARMAN HLDGS INC TRIM 0.1% -0.1% 6.5 129,292 -10,000 2
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 5.9 11,453 -2,800 5
LEN funds › LENNAR CORP ADD 0.1% -0.0% 5.7 63,082 +3,708 5
EQIX funds › EQUINIX INC TRIM 0.1% -0.0% 5.6 5,414 -29 5
ADBE funds › ADOBE INC TRIM 0.1% -0.1% 5.6 27,364 -8,437 5
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.1% -0.0% 5.3 54,656 -20,202 3
AMGN funds › AMGEN INC ADD 0.1% -0.0% 5.2 14,343 +7 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.1% -0.0% 5.0 54,238 -14,817 5
RELY funds › REMITLY GLOBAL INC ADD 0.1% +0.0% 4.9 219,513 +11,292 5
VO funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 4.9 60,834 +45,720 5
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 4.9 47,600 -2,488 5
VONV funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.0% 4.5 42,363 -3,558 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 4.5 30,195 -27 5
SDY funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 4.3 27,963 -215 5
SYY funds › SYSCO CORP TRIM 0.1% +0.0% 4.2 50,315 -554 5
EEM funds › ISHARES TR TRIM 0.1% -0.0% 4.1 60,629 -17,137 4
ITOT funds › ISHARES TR ADD 0.1% +0.0% 4.0 24,141 +10 5
ABBV funds › ABBVIE INC TRIM 0.1% +0.0% 3.9 15,550 -65 5
VGT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 3.9 32,330 +27,949 5
AXP funds › AMERICAN EXPRESS CO ADD 0.1% -0.0% 3.8 11,256 +52 5
QQQ funds › INVESCO QQQ TR TRIM 0.1% +0.0% 3.8 5,137 -183 5
DE funds › DEERE & CO TRIM 0.1% -0.0% 3.5 5,524 -25 5
LOW funds › LOWES COS INC ADD 0.1% -0.0% 3.3 14,805 +134 5
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 3.2 4,697 +324 5
ACWX funds › ISHARES TR TRIM 0.1% -0.0% 3.2 42,181 -2,226 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 3.1 19,556 -144 5
BA funds › BOEING CO ADD 0.1% -0.0% 3.1 14,194 +119 5
IWV funds › ISHARES TR TRIM 0.1% -0.0% 3.0 7,088 -271 5
SMH funds › VANECK ETF TRUST TRIM 0.1% +0.0% 3.0 4,531 -282 3
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% -0.0% 2.8 19,460 +82 5
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 2.8 15,384 -2 5
AMT funds › AMERICAN TOWER CORP TRIM 0.0% -0.0% 2.8 16,975 -7,362 5
SCHE funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 2.7 75,151 -3,168 5
NKE funds › NIKE INC TRIM 0.0% -0.0% 2.6 63,642 -151 5
VONG funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% +0.0% 2.5 19,910 -39 5
OMER funds › OMEROS CORP HOLD 0.0% -0.0% 2.5 263,556 +0 5
FTV funds › FORTIVE CORP TRIM 0.0% -0.0% 2.0 32,533 -11,101 3
XLK funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 2.0 10,299 +776 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 1.9 8,259 -71 5
VTV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 1.8 8,469 +313 5
GLD funds › SPDR GOLD TR ADD 0.0% -0.0% 1.8 4,986 +5 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 1.8 11,921 -3,442 3
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 1.8 12,521 -165 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 1.7 33,674 -2,078 5
J funds › JACOBS SOLUTIONS INC TRIM 0.0% -0.0% 1.7 13,478 -60 5
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 1.7 57,076 -736 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.0% -0.0% 1.6 9,051 -205 5
ABT funds › ABBOTT LABORATORIES ADD 0.0% -0.0% 1.6 18,167 +609 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% +0.0% 1.6 44,572 -3,025 5
WDC funds › WESTERN DIGITAL CORP NEW 0.0% +0.0% 1.5 2,425 +2,425 1
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 1.5 26,049 -1,068 5
BZH funds › BEAZER HOMES USA INC HOLD 0.0% +0.0% 1.5 53,068 +0 5
CPRT funds › COPART INC TRIM 0.0% -0.0% 1.4 51,031 -114 5
VXUS funds › VANGUARD STAR FDS TRIM 0.0% -0.0% 1.4 16,728 -3,560 5
BLK funds › BLACKROCK INC TRIM 0.0% -0.0% 1.4 1,451 -15 5
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 1.4 609 +609 1
AOA funds › ISHARES TR HOLD 0.0% -0.0% 1.4 14,009 +0 4
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.0% -0.0% 1.4 8,555 -134 5
PFE funds › PFIZER INC TRIM 0.0% -0.0% 1.4 56,083 -1,089 5
WAB funds › WABTEC HOLD 0.0% -0.0% 1.3 4,958 +0 5
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 1.3 15,263 +12,899 5
CVS funds › CVS HEALTH CORP TRIM 0.0% +0.0% 1.3 12,588 -131 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 1.2 9,996 -32 5
BBAX funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 1.2 20,653 -18,425 5
PAYX funds › PAYCHEX INC ADD 0.0% -0.0% 1.2 12,142 +100 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 1.1 41,486 -12,524 5
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 1.1 6,738 -4,045 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% -0.0% 1.1 12,214 -2,574 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 1.1 32,849 +141 5
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 1.1 34,781 -1,387 5
FFIV funds › F5 INC HOLD 0.0% +0.0% 1.1 2,641 +0 5
IAU funds › ISHARES GOLD TR ADD 0.0% -0.0% 1.1 14,492 +830 5
AGG funds › ISHARES TR ADD 0.0% -0.0% 1.1 10,842 +1,013 5
USB funds › US BANCORP TRIM 0.0% +0.0% 1.1 17,340 -42 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.0% +0.0% 1.1 4,440 +214 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 1.0 24,191 -2,050 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.0% +0.0% 1.0 2,022 +46 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.0% +0.0% 1.0 1,930 +49 5
FISV funds › FISERV INC TRIM 0.0% -0.0% 1.0 19,545 -8,150 5
BALL funds › BALL CORP TRIM 0.0% -0.0% 1.0 15,301 -459 5
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.0% 0.9 12,766 -3 5
TFC funds › TRUIST FINL CORP TRIM 0.0% -0.0% 0.9 18,229 -7 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.0% +0.0% 0.9 897 +134 5
IYY funds › ISHARES TR TRIM 0.0% -0.0% 0.9 4,976 -460 5
GM funds › GENERAL MTRS CO ADD 0.0% -0.0% 0.9 11,691 +38 5
GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM 0.0% -0.2% 0.9 14,077 -106,144 5
IRM funds › IRON MTN INC DEL TRIM 0.0% +0.0% 0.9 6,923 -3 5
HUM funds › HUMANA INC HOLD 0.0% +0.0% 0.8 2,059 +0 5
RKLB funds › ROCKET LAB CORP TRIM 0.0% -0.0% 0.8 8,009 -7,850 5
DG funds › DOLLAR GEN CORP TRIM 0.0% -0.0% 0.8 6,901 -36 5
CUSIP:921910733 funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 0.8 5,885 +0 5
STZ funds › CONSTELLATION BRANDS INC TRIM 0.0% -0.0% 0.8 5,418 -302 5
RPM funds › RPM INTL INC TRIM 0.0% -0.0% 0.7 6,708 -1 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.0% 0.7 10,020 -76 5
IEUR funds › ISHARES TR HOLD 0.0% -0.0% 0.7 9,474 +0 5
CSGP funds › COSTAR GROUP INC TRIM 0.0% -0.0% 0.7 24,944 -12,150 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.0% +0.0% 0.7 714 +10 2
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.7 3,082 -39 5
PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM 0.0% -0.0% 0.7 22,702 -2,500 5
VBR funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.7 2,734 -241 3
IVW funds › ISHARES TR ADD 0.0% +0.0% 0.6 4,622 +486 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.0% -0.0% 0.6 5,719 -1 5
MMM funds › 3M CO TRIM 0.0% -0.0% 0.6 3,880 -209 5
WMB funds › WILLIAMS COS INC ADD 0.0% +0.0% 0.6 8,439 +1,592 5
OXY funds › OCCIDENTAL PETE CORP TRIM 0.0% -0.0% 0.6 12,834 -9 5
HFWA funds › HERITAGE FINL CORP WASH HOLD 0.0% +0.0% 0.6 20,971 +0 5
RACE funds › FERRARI N V TRIM 0.0% -0.0% 0.6 1,635 -5 5
VNQ funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.6 6,230 +1,807 5
DFUV funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.6 10,860 +0 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.0% -0.0% 0.6 1,603 -4 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.6 10,714 -606 5
QUAL funds › ISHARES TR HOLD 0.0% +0.0% 0.6 2,589 +0 5
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.0% -0.0% 0.6 2,366 -1 5
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.6 1,585 +74 5
WEC funds › WEC ENERGY GROUP INC HOLD 0.0% -0.0% 0.6 4,792 +0 5
DFUS funds › DIMENSIONAL ETF TRUST ADD 0.0% +0.0% 0.6 6,812 +240 5
VHT funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.6 1,846 -1,181 3
VOE funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.5 2,769 +47 3
WELL funds › WELLTOWER INC TRIM 0.0% +0.0% 0.5 2,399 -2 5
AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 0.5 4,626 -2 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.5 1,035 -59 5
BNDX funds › VANGUARD CHARLOTTE FDS HOLD 0.0% -0.0% 0.5 10,717 +0 3
HYG funds › ISHARES TR HOLD 0.0% -0.0% 0.5 6,481 +0 3
EL funds › LAUDER ESTEE COS INC TRIM 0.0% -0.0% 0.5 6,407 -2 5
SCHZ funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.5 21,638 -2,218 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM 0.0% -0.2% 0.5 6,105 -102,411 5
IEFA funds › ISHARES TR ADD 0.0% +0.0% 0.5 5,038 +1,458 5
ASML funds › ASML HLDG NV ADD 0.0% +0.0% 0.5 243 +30 3
APTV funds › APTIV PLC TRIM 0.0% -0.0% 0.5 7,861 -15 5
DUHP funds › DIMENSIONAL ETF TRUST HOLD 0.0% -0.0% 0.5 11,512 +0 5
AYI funds › ACUITY INC TRIM 0.0% +0.0% 0.5 1,246 -200 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.0% 0.4 1,526 -137 5
XNTK funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.4 1,130 +0 5
VXF funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.4 1,775 +0 5
OEF funds › ISHARES TR HOLD 0.0% +0.0% 0.4 1,096 +0 5
IEMG funds › ISHARES INC HOLD 0.0% +0.0% 0.4 4,819 +0 3
ITA funds › ISHARES TR ADD 0.0% +0.0% 0.4 1,644 +90 3
AVUV funds › AMERICAN CENTY ETF TR HOLD 0.0% -0.0% 0.4 3,131 +0 5
IDV funds › ISHARES TR HOLD 0.0% -0.0% 0.4 9,387 +0 5
SPYD funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.4 8,132 +0 5
ADI funds › ANALOG DEVICES INC TRIM 0.0% +0.0% 0.4 949 -77 2
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM 0.0% -0.2% 0.4 9,638 -141,275 5
IYH funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,526 -982 5
MLPA funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.4 6,967 -470 5
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.4 1,210 +1,210 1
SO funds › SOUTHERN CO TRIM 0.0% -0.0% 0.4 3,780 -85 5
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.0% +0.0% 0.4 722 -1 5
DIA funds › STATE STR SPDR DOW JONES IND ADD 0.0% -0.0% 0.3 660 +1 3
EPAM funds › EPAM SYS INC TRIM 0.0% -0.0% 0.3 4,315 -100 5
FCOM funds › FIDELITY COVINGTON TRUST TRIM 0.0% -0.0% 0.3 4,911 -205 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.0% -0.0% 0.3 9,282 +0 5
PSLV funds › SPROTT ASSET MANAGEMENT LP TRIM 0.0% -0.0% 0.3 17,732 -7,450 5
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% -0.0% 0.3 1,055 +24 4
AZO funds › AUTOZONE INC HOLD 0.0% -0.0% 0.3 102 +0 5
PNC funds › PNC FINL SVCS GROUP INC NEW 0.0% +0.0% 0.3 1,321 +1,321 1
CUSIP:46137V217 funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.3 4,823 +0 5
TSBK funds › TIMBERLAND BANCORP INC HOLD 0.0% -0.0% 0.3 6,866 +0 5
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.1% 0.3 7,207 -103,928 5
SCHO funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.3 12,691 +26 5
EBAY funds › EBAY INC. ADD 0.0% +0.0% 0.3 2,725 +22 5
WSM funds › WILLIAMS SONOMA INC HOLD 0.0% +0.0% 0.3 1,304 +0 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.0% 0.3 9,472 -34 5
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.3 582 -11 5
SCHB funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.3 10,176 -677 5
VUSB funds › VANGUARD BD INDEX FDS ADD 0.0% +0.0% 0.3 5,915 +729 5
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.3 5,206 -26 5
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.3 1,866 +153 4
FCX funds › FREEPORT MCMORAN INC TRIM 0.0% -0.0% 0.3 4,629 -48 2
CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.3 5,175 +0 5
BND funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.3 3,915 +3,915 1
FNDC funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.3 5,864 +155 2
WY funds › WEYERHAEUSER CO TRIM 0.0% -0.0% 0.3 11,890 -1,057 5
GWRE funds › GUIDEWIRE SOFTWARE INC TRIM 0.0% -0.1% 0.3 2,295 -24,708 4
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.0% -0.0% 0.3 567 -231 3
BANR funds › BANNER CORP HOLD 0.0% -0.0% 0.3 4,099 +0 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% -0.0% 0.3 1,001 +25 2
GLW funds › CORNING INC TRIM 0.0% +0.0% 0.3 1,061 -659 2
GBCI funds › GLACIER BANCORP INC NEW HOLD 0.0% +0.0% 0.3 5,242 +0 3
CMI funds › CUMMINS INC NEW 0.0% +0.0% 0.3 378 +378 1
SPIB funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.3 7,948 +0 3
SWAN funds › AMPLIFY ETF TR NEW 0.0% +0.0% 0.2 7,371 +7,371 1
PSA funds › PUBLIC STORAGE HOLD 0.0% +0.0% 0.2 771 +0 2
SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 2,722 +2,722 1
AVLV funds › AMERICAN CENTY ETF TR HOLD 0.0% -0.0% 0.2 2,655 +0 3
T funds › AT&T INC TRIM 0.0% -0.0% 0.2 11,683 -1,363 2
SPYG funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.2 2,024 -842 3
DLR funds › DIGITAL RLTY TR INC TRIM 0.0% -0.0% 0.2 1,300 -26 5
NVO funds › NOVO-NORDISK A S NEW 0.0% +0.0% 0.2 4,861 +4,861 1
VBK funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 636 +636 1
COR funds › CENCORA INC TRIM 0.0% -0.0% 0.2 819 -130 5
PHM funds › PULTE GROUP INC NEW 0.0% +0.0% 0.2 1,676 +1,676 1
TIP funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,104 +86 5
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,350 -291 5
CUSIP:920253101 funds › VALMONT INDS INC NEW 0.0% +0.0% 0.2 385 +385 1
ONEQ funds › FIDELITY COMWLTH TR NEW 0.0% +0.0% 0.2 2,146 +2,146 1
IJT funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,222 +1,222 1
DON funds › WISDOMTREE TR HOLD 0.0% -0.0% 0.2 3,816 +0 2
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.2 1,251 +1,251 1
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 0.2 1,537 -1,271 3
TTD funds › THE TRADE DESK INC NEW 0.0% +0.0% 0.2 11,491 +11,491 1
SPDW funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.2 4,108 +4,108 1
ESGU funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,230 +1,230 1
NRDS funds › NERDWALLET INC TRIM 0.0% -0.0% 0.1 16,186 -8,092 5
CUSIP:769397100 funds › RIVERVIEW BANCORP INC HOLD 0.0% -0.0% 0.1 22,547 +0 5
NAUT funds › NAUTILUS BIOTECHNOLOGY INC HOLD 0.0% -0.0% 0.1 30,000 +0 5
ONCY funds › ONCOLYTICS BIOTECH INC NEW 0.0% +0.0% 0.0 40,000 +40,000 1
WIT funds › WIPRO LTD HOLD 0.0% -0.0% 0.0 12,000 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.4% 0.0 0 -92,141 0
MUB funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -4,400 0
SHEL funds › SHELL PLC EXIT 0.0% -0.0% 0.0 0 -2,898 0
TFLO funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -4,140 0
XLU funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -4,442 0
TENB funds › TENABLE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -10,060 0
VGK funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.0% 0.0 0 -2,494 0
CLX funds › CLOROX CO DEL EXIT 0.0% -0.0% 0.0 0 -2,434 0
VPU funds › VANGUARD WORLD FD EXIT 0.0% -0.0% 0.0 0 -1,190 0
UPRO funds › PROSHARES TR EXIT 0.0% -0.0% 0.0 0 -4,385 0
CRWD funds › CROWDSTRIKE HLDGS INC EXIT 0.0% -0.0% 0.0 0 -897 0
BP funds › BP PLC EXIT 0.0% -0.0% 0.0 0 -4,625 0
WAT funds › WATERS CORP EXIT 0.0% -0.0% 0.0 0 -1,734 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -848 0
AMTM funds › AMENTUM HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -8,038 0
XLC funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -1,841 0
KR funds › KROGER CO EXIT 0.0% -0.0% 0.0 0 -2,910 0
NYT funds › NEW YORK TIMES CO MTN BE EXIT 0.0% -0.0% 0.0 0 -2,722 0
GIS funds › GENERAL MILLS INC EXIT 0.0% -0.0% 0.0 0 -5,507 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 5,709 333 0.07 33% 0.017 0.737 in
2026Q1 5,022 328 0.08 34% 0.018 0.733 in
2025Q4 5,460 327 0.08 35% 0.019 0.696 in
2025Q3 4,753 296 0.05 35% 0.019 0.745 in
2025Q2 4,515 296 0.08 34% 0.019 0.727 entered
2025Q1 4,142 299 0.00 33% 0.017 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