Fund Universe

REDMONT WEALTH ADVISORS LLC

CIK 0001910482 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.162
AUM ($M)
66
Positions
307
Turnover
0.13
Top-10 wt
51%
Herfindahl
0.040
History (qtrs)
4
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 318 positions · portfolio value $66M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD 12.9% +1.2% 8.5 44,603 +128 3
NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD 7.7% +0.9% 5.1 48,747 +1,519 3
SPY funds › STATE STR SPDR S&P 500 ETF TR TR UNIT TRIM 5.6% +0.5% 3.7 5,415 -22 3
JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF ADD 5.0% +2.5% 3.3 65,762 +29,273 3
VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF TRIM 4.6% +0.3% 3.0 38,014 -169 3
DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ADD 4.5% +1.0% 2.9 77,382 +8,874 3
PFF funds › ISHARES PREFERRED & INCOME SECURITIES ETF TRIM 3.3% -1.5% 2.2 70,472 -37,571 3
DVY funds › ISHARES SELECT DIVIDEND ETF HOLD 3.0% +0.2% 2.0 14,111 +0 3
HYG funds › ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF ADD 2.4% +0.7% 1.6 19,251 +4,236 3
CW funds › CURTISS WRIGHT CORP COM TRIM 1.8% +0.2% 1.2 2,207 -12 3
AVIV funds › AVANTIS INTERNATIONAL LARGE CAP VALUE ETF TRIM 1.8% +0.2% 1.2 16,978 -275 3
NRIM funds › NORTHRIM BANCORP INC COM TRIM 1.8% +0.4% 1.2 43,752 -200 3
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF HOLD 1.7% +0.2% 1.1 17,008 +0 3
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF ADD 1.7% +0.2% 1.1 11,134 +5 3
EZPW funds › EZCORP INC CL A NON VTG TRIM 1.5% +0.1% 1.0 52,227 -210 3
SLM funds › SLM CORP COM HOLD 1.4% +0.1% 0.9 34,345 +0 3
JEF funds › JEFFERIES FINL GROUP INC COM ADD 1.4% +0.1% 0.9 14,832 +333 3
CUSIP:596304204 funds › MIDDLEFIELD BANC CORP COM NEW TRIM 1.4% +0.3% 0.9 26,376 -90 3
MRP funds › MILLROSE PPTYS INC COM CL A TRIM 1.4% -0.1% 0.9 30,245 -597 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM 1.3% -0.2% 0.8 1,647 -417 3
PBI funds › PITNEY BOWES INC COM ADD 1.2% +0.0% 0.8 76,573 +27 3
PATK funds › PATRICK INDS INC COM TRIM 1.2% +0.0% 0.8 7,311 -691 3
FSTR funds › FOSTER L B CO COM ADD 1.1% +0.1% 0.7 27,420 +26 3
GT funds › GOODYEAR TIRE & RUBR CO COM NEW 1.0% +1.0% 0.7 77,668 +77,668 1
ALCO funds › ALICO INC COM TRIM 1.0% +0.1% 0.7 18,598 -84 3
VOXP funds › REVERB ETF HOLD 0.9% +0.1% 0.6 17,713 +0 3
NCLH funds › NORWEGIAN CRUISE LINE HLDG LTD SHS ADD 0.9% +0.0% 0.6 26,002 +631 3
BATRK funds › ATLANTA BRAVES HLDGS INC COM SER C ADD 0.9% +0.1% 0.6 14,558 +990 3
DLN funds › WISDOMTREE U.S. LARGECAP DIVIDEND FUND HOLD 0.9% +0.1% 0.6 6,461 +0 3
QQQ funds › INVESCO QQQ TRUST SERIES I TRIM 0.8% -1.0% 0.6 911 -1,243 3
GOOGL funds › ALPHABET INC CAP STK CL A HOLD 0.8% +0.2% 0.5 1,720 +0 3
PSQO funds › PALMER SQUARE CREDIT OPPORTUNITIES ETF TRIM 0.8% -0.0% 0.5 26,056 -3,097 2
FLTR funds › VANECK IG FLOATING RATE ETF TRIM 0.8% -0.4% 0.5 20,767 -12,183 3
EWJ funds › ISHARES MSCI JAPAN ETF HOLD 0.8% +0.1% 0.5 6,287 +0 3
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF HOLD 0.8% +0.1% 0.5 3,529 +0 3
BUSE funds › FIRST BUSEY CORP COM NEW ADD 0.7% +0.1% 0.5 20,757 +156 3
SRLN funds › STATE STREET BLACKSTONE SENIOR LOAN ETF ADD 0.7% +0.2% 0.5 11,513 +3,372 3
SGC funds › SUPERIOR GROUP OF CO INC COM TRIM 0.7% -0.2% 0.5 48,431 -9,700 3
IWM funds › ISHARES RUSSELL 2000 ETF HOLD 0.7% +0.1% 0.5 1,903 +0 3
MLR funds › MILLER INDS INC TENN COM NEW ADD 0.7% +0.0% 0.5 12,486 +739 3
CUSIP:00912X302 funds › AIR LEASE CORP CL A TRIM 0.7% -0.3% 0.5 7,242 -4,644 3
DFSV funds › DIMENSIONAL US SMALL CAP VALUE ETF ADD 0.7% +0.1% 0.5 13,733 +518 3
AB funds › ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN HOLD 0.7% +0.1% 0.4 11,373 +0 3
SSO funds › PROSHARES ULTRA S&P 500 ADD 0.6% +0.1% 0.4 7,400 +3,699 3
SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ADD 0.6% +0.3% 0.4 16,933 +8,504 3
CHRD funds › CHORD ENERGY CORPORATION COM NEW TRIM 0.5% +0.0% 0.3 3,650 -12 3
MSFT funds › MICROSOFT CORP COM TRIM 0.5% -0.3% 0.3 649 -434 3
BCO funds › BRINKS CO COM TRIM 0.4% -0.3% 0.3 2,308 -1,942 3
VEGN funds › US VEGAN CLIMATE ETF HOLD 0.4% +0.0% 0.3 4,281 +0 3
VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF TRIM 0.4% +0.0% 0.3 3,105 -119 3
DIS funds › DISNEY WALT CO COM HOLD 0.4% +0.0% 0.3 2,284 +0 3
HYBL funds › STATE STREET BLACKSTONE HIGH INCOME ETF ADD 0.4% +0.0% 0.3 8,850 +388 3
AAPL funds › APPLE INC COM HOLD 0.4% +0.1% 0.2 914 +0 3
RSPD funds › INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF TRIM 0.3% -0.0% 0.2 8,980 -1,020 3
GLD funds › SPDR GOLD SHARES HOLD 0.3% +0.0% 0.2 454 +0 3
DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF ADD 0.2% +0.0% 0.2 2,326 +85 3
DUK funds › DUKE ENERGY CORP NEW COM NEW HOLD 0.2% +0.0% 0.2 1,347 +0 3
TFLO funds › ISHARES TREASURY FLOATING RATE BOND ETF TRIM 0.2% -0.7% 0.1 2,953 -9,899 3
JNK funds › STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF HOLD 0.2% +0.0% 0.1 1,497 +0 3
VZ funds › VERIZON COMMUNICATIONS INC COM TRIM 0.2% -0.4% 0.1 3,425 -6,580 3
OMF funds › ONEMAIN HLDGS INC COM HOLD 0.2% +0.0% 0.1 2,053 +0 3
JNJ funds › JOHNSON & JOHNSON COM TRIM 0.2% -0.3% 0.1 602 -1,450 3
META funds › META PLATFORMS INC CL A TRIM 0.2% -0.0% 0.1 179 -5 3
ARCC funds › ARES CAPITAL CORP COM TRIM 0.2% -0.2% 0.1 5,174 -6,098 3
TSLX funds › SIXTH STREET SPECIALTY LENDING COM ADD 0.2% +0.0% 0.1 4,776 +1,310 3
MA funds › MASTERCARD INCORPORATED CL A HOLD 0.1% +0.0% 0.1 173 +0 3
V funds › VISA INC COM CL A HOLD 0.1% +0.0% 0.1 268 +0 3
AVGO funds › BROADCOM INC COM HOLD 0.1% +0.0% 0.1 270 +0 3
GOVT funds › ISHARES U.S. TREASURY BOND ETF HOLD 0.1% +0.0% 0.1 3,956 +0 2
JPM funds › JPMORGAN CHASE & CO COM TRIM 0.1% +0.0% 0.1 277 -17 3
BSX funds › BOSTON SCIENTIFIC CORP COM HOLD 0.1% +0.0% 0.1 878 +0 3
INTU funds › INTUIT COM HOLD 0.1% +0.0% 0.1 124 +0 3
OZK funds › BANK OZK LITTLE ROCK ARK COM TRIM 0.1% -0.9% 0.1 1,748 -12,072 3
VO funds › VANGUARD MID-CAP ETF ADD 0.1% +0.0% 0.1 275 +40 3
ETY funds › EATON VANCE TAX-MANAGED DIVERS COM HOLD 0.1% +0.0% 0.1 5,138 +0 3
ETN funds › EATON CORP PLC SHS ADD 0.1% +0.1% 0.1 247 +141 3
IWN funds › ISHARES RUSSELL 2000 VALUE ETF HOLD 0.1% +0.0% 0.1 430 +0 3
ANET funds › ARISTA NETWORKS INC COM SHS HOLD 0.1% -0.0% 0.1 580 +0 3
CAT funds › CATERPILLAR INC COM HOLD 0.1% +0.0% 0.1 129 +0 3
ASML funds › ASML HLDG NV N Y REGISTRY SHS HOLD 0.1% +0.0% 0.1 64 +0 3
MO funds › ALTRIA GROUP INC COM HOLD 0.1% -0.0% 0.1 1,151 +0 3
SPIB funds › STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF HOLD 0.1% +0.0% 0.1 1,948 +0 2
PH funds › PARKER-HANNIFIN CORP COM HOLD 0.1% +0.0% 0.1 74 +0 3
AZN funds › ASTRAZENECA PLC ORD NEW 0.1% +0.1% 0.1 698 +698 1
MFIC funds › MIDCAP FINANCIAL INVSTMNT CORP COM NEW TRIM 0.1% -0.1% 0.1 5,574 -7,480 3
HTD funds › HANCOCK JOHN TAX-ADVANTAGED DI COM HOLD 0.1% +0.0% 0.1 2,612 +0 3
DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF HOLD 0.1% +0.0% 0.1 1,834 +0 3
VTC funds › VANGUARD TOTAL CORPORATE BOND ETF HOLD 0.1% +0.0% 0.1 745 +0 3
XCEM funds › COLUMBIA EM CORE EX-CHINA ETF TRIM 0.1% -0.9% 0.1 1,495 -17,727 3
CUSIP:30231G102 funds › EXXON MOBIL CORP COM HOLD 0.1% +0.0% 0.1 459 +0 3
LLY funds › ELI LILLY & CO COM HOLD 0.1% +0.0% 0.1 51 +0 3
PM funds › PHILIP MORRIS INTL INC COM HOLD 0.1% +0.0% 0.1 338 +0 3
MSI funds › MOTOROLA SOLUTIONS INC COM NEW HOLD 0.1% -0.0% 0.1 138 +0 3
LAND funds › GLADSTONE LD CORP COM TRIM 0.1% -0.3% 0.1 5,526 -20,123 3
ORCL funds › ORACLE CORP COM TRIM 0.1% -0.0% 0.0 249 -51 3
ABT funds › ABBOTT LABS COM HOLD 0.1% +0.0% 0.0 385 +0 3
MNST funds › MONSTER BEVERAGE CORP NEW COM HOLD 0.1% +0.0% 0.0 620 +0 3
LIN funds › LINDE PLC SHS HOLD 0.1% -0.0% 0.0 109 +0 3
CSD funds › INVESCO S&P SPIN-OFF ETF HOLD 0.1% +0.0% 0.0 453 +0 3
MCD funds › MCDONALDS CORP COM HOLD 0.1% +0.0% 0.0 143 +0 3
MGV funds › VANGUARD MEGA CAP VALUE ETF HOLD 0.1% +0.0% 0.0 297 +0 3
NLY funds › ANNALY CAPITAL MANAGEMENT INC COM NEW TRIM 0.1% -0.0% 0.0 1,804 -1,133 3
PG funds › PROCTER & GAMBLE CO COM HOLD 0.1% +0.0% 0.0 261 +0 3
COST funds › COSTCO WHOLESALE CORPORATION COM HOLD 0.1% +0.0% 0.0 43 +0 3
GE funds › GE AEROSPACE COM NEW HOLD 0.1% +0.0% 0.0 120 +0 3
DVN funds › DEVON ENERGY CORP NEW COM TRIM 0.1% -0.0% 0.0 961 -314 3
MUFG funds › MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS HOLD 0.1% +0.0% 0.0 2,173 +0 3
VOO funds › VANGUARD S&P 500 ETF ADD 0.0% +0.0% 0.0 52 +4 3
AMAT funds › APPLIED MATLS INC COM HOLD 0.0% +0.0% 0.0 126 +0 3
WMT funds › WALMART INC COM HOLD 0.0% +0.0% 0.0 288 +0 3
KO funds › COCA COLA CO COM HOLD 0.0% +0.0% 0.0 458 +0 3
ATO funds › ATMOS ENERGY CORP COM HOLD 0.0% +0.0% 0.0 191 +0 3
AMP funds › AMERIPRISE FINL INC COM HOLD 0.0% +0.0% 0.0 65 +0 3
SCHW funds › SCHWAB CHARLES CORP COM TRIM 0.0% +0.0% 0.0 317 -41 3
MLM funds › MARTIN MARIETTA MATLS INC COM HOLD 0.0% +0.0% 0.0 50 +0 3
CINF funds › CINCINNATI FINL CORP COM HOLD 0.0% +0.0% 0.0 187 +0 3
WFC funds › WELLS FARGO & CO COM HOLD 0.0% +0.0% 0.0 320 +0 3
GD funds › GENERAL DYNAMICS CORP COM HOLD 0.0% +0.0% 0.0 87 +0 3
LRCX funds › LAM RESEARCH CORP COM NEW HOLD 0.0% +0.0% 0.0 170 +0 3
CTVA funds › CORTEVA INC COM HOLD 0.0% +0.0% 0.0 430 +0 3
NFLX funds › NETFLIX INC. COM ADD 0.0% -0.0% 0.0 300 +270 3
BX funds › BLACKSTONE INC COM HOLD 0.0% -0.0% 0.0 173 +0 3
ABBV funds › ABBVIE INC COM TRIM 0.0% -0.0% 0.0 113 -65 3
ISRG funds › INTUITIVE SURGICAL INC COM NEW HOLD 0.0% +0.0% 0.0 45 +0 3
MS funds › MORGAN STANLEY COM NEW HOLD 0.0% +0.0% 0.0 142 +0 3
CSCO funds › CISCO SYS INC COM HOLD 0.0% +0.0% 0.0 314 +0 3
MRK funds › MERCK & CO INC COM HOLD 0.0% +0.0% 0.0 222 +0 3
AON funds › AON PLC SHS CL A HOLD 0.0% +0.0% 0.0 64 +0 3
PSX funds › PHILLIPS 66 COM HOLD 0.0% +0.0% 0.0 174 +0 3
UBS funds › UBS GROUP AG SHS HOLD 0.0% +0.0% 0.0 475 +0 3
USFR funds › WISDOMTREE FLOATING RATE TREASURY FUND TRIM 0.0% -0.0% 0.0 436 -99 3
LEN funds › LENNAR CORP CL A HOLD 0.0% -0.0% 0.0 204 +0 3
PGX funds › INVESCO PREFERRED ETF HOLD 0.0% +0.0% 0.0 1,861 +0 3
HD funds › HOME DEPOT INC COM HOLD 0.0% -0.0% 0.0 60 +0 3
BLK funds › BLACKROCK INC COM HOLD 0.0% -0.0% 0.0 19 +0 3
CVX funds › CHEVRON CORPORATION COM HOLD 0.0% +0.0% 0.0 129 +0 3
SHEL funds › SHELL PLC SPON ADS HOLD 0.0% +0.0% 0.0 258 +0 3
DHR funds › DANAHER CORPORATION COM HOLD 0.0% +0.0% 0.0 80 +0 3
CB funds › CHUBB LIMITED COM HOLD 0.0% +0.0% 0.0 58 +0 3
AXP funds › AMERICAN EXPRESS CO COM HOLD 0.0% +0.0% 0.0 47 +0 3
QQQM funds › INVESCO NASDAQ 100 ETF HOLD 0.0% +0.0% 0.0 68 +0 2
RPM funds › RPM INTL INC COM HOLD 0.0% -0.0% 0.0 164 +0 3
ALC funds › ALCON AG ORD SHS HOLD 0.0% +0.0% 0.0 205 +0 3
CUSIP:127097103 funds › COTERRA ENERGY INC COM HOLD 0.0% +0.0% 0.0 605 +0 3
ADP funds › AUTOMATIC DATA PROCESSING INC COM HOLD 0.0% -0.0% 0.0 61 +0 3
IBM funds › INTERNATIONAL BUSINESS MACHS COM HOLD 0.0% +0.0% 0.0 53 +0 3
FISV funds › FISERV INC COM HOLD 0.0% -0.0% 0.0 231 +0 3
GLW funds › CORNING INC COM HOLD 0.0% +0.0% 0.0 170 +0 3
LYG funds › LLOYDS BANKING GROUP PLC SPONSORED ADR HOLD 0.0% +0.0% 0.0 2,771 +0 3
BBVA funds › BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR HOLD 0.0% +0.0% 0.0 612 +0 3
MELI funds › MERCADOLIBRE INC COM NEW 0.0% +0.0% 0.0 7 +7 1
RACE funds › FERRARI N V COM ADD 0.0% -0.0% 0.0 38 +1 3
SAP funds › SAP SE SPON ADR HOLD 0.0% -0.0% 0.0 57 +0 3
SAN funds › BANCO SANTANDER SA ADR HOLD 0.0% +0.0% 0.0 1,176 +0 3
VTI funds › VANGUARD TOTAL STOCK MARKET ETF HOLD 0.0% +0.0% 0.0 41 +0 3
NVO funds › NOVO-NORDISK A S ADR HOLD 0.0% -0.0% 0.0 268 +0 3
UL funds › UNILEVER PLC SPON ADR NEW NEW 0.0% +0.0% 0.0 208 +208 1
TJX funds › TJX COS INC NEW COM HOLD 0.0% +0.0% 0.0 88 +0 3
C funds › CITIGROUP INC COM NEW HOLD 0.0% +0.0% 0.0 115 +0 3
SPHR funds › SPHERE ENTERTAINMENT CO CL A TRIM 0.0% +0.0% 0.0 141 -32 3
TMO funds › THERMO FISHER SCIENTIFIC INC COM HOLD 0.0% +0.0% 0.0 23 +0 3
CRM funds › SALESFORCE INC COM HOLD 0.0% +0.0% 0.0 50 +0 3
SBUX funds › STARBUCKS CORP COM HOLD 0.0% +0.0% 0.0 157 +0 3
SNY funds › SANOFI SA SPONSORED ADR HOLD 0.0% +0.0% 0.0 271 +0 3
CUSIP:143658300 funds › CARNIVAL CORP COMMON STOCK HOLD 0.0% +0.0% 0.0 430 +0 3
KLAC funds › KLA CORP COM NEW HOLD 0.0% +0.0% 0.0 10 +0 3
APH funds › AMPHENOL CORP CL A HOLD 0.0% +0.0% 0.0 88 +0 3
FERG funds › FERGUSON ENTERPRISES INC COMMON STOCK NEW HOLD 0.0% +0.0% 0.0 53 +0 3
LMT funds › LOCKHEED MARTIN CORP COM HOLD 0.0% +0.0% 0.0 24 +0 3
MCK funds › MCKESSON CORP COM HOLD 0.0% +0.0% 0.0 14 +0 3
RELX funds › RELX PLC SPONSORED ADR HOLD 0.0% -0.0% 0.0 281 +0 3
NWG funds › NATWEST GROUP PLC SPONS ADR HOLD 0.0% +0.0% 0.0 648 +0 3
GEV funds › GE VERNOVA INC COM HOLD 0.0% +0.0% 0.0 17 +0 3
TTD funds › THE TRADE DESK INC COM CL A TRIM 0.0% -0.0% 0.0 286 -65 2
LOW funds › LOWES COS INC COM HOLD 0.0% +0.0% 0.0 45 +0 3
AMD funds › ADVANCED MICRO DEVICES INC COM HOLD 0.0% +0.0% 0.0 50 +0 3
BMY funds › BRISTOL-MYERS SQUIBB CO COM HOLD 0.0% +0.0% 0.0 198 +0 3
SYK funds › STRYKER CORPORATION COM HOLD 0.0% +0.0% 0.0 30 +0 3
AMGN funds › AMGEN INC COM HOLD 0.0% +0.0% 0.0 32 +0 3
SMFG funds › SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR HOLD 0.0% +0.0% 0.0 540 +0 3
SPG funds › SIMON PPTY GROUP INC NEW COM HOLD 0.0% +0.0% 0.0 56 +0 3
RTX funds › RTX CORPORATION COM HOLD 0.0% +0.0% 0.0 54 +0 3
HCA funds › HCA HEALTHCARE INC COM HOLD 0.0% +0.0% 0.0 21 +0 3
TEL funds › TE CONNECTIVITY PLC ORD SHS HOLD 0.0% +0.0% 0.0 43 +0 3
SONY funds › SONY GROUP CORP SPONSORED ADR HOLD 0.0% -0.0% 0.0 380 +0 3
NKE funds › NIKE INC CL B HOLD 0.0% -0.0% 0.0 148 +0 3
GOOG funds › ALPHABET INC CAP STK CL C TRIM 0.0% -0.0% 0.0 30 -30 3
SO funds › SOUTHERN CO COM HOLD 0.0% +0.0% 0.0 105 +0 3
UBER funds › UBER TECHNOLOGIES INC COM HOLD 0.0% -0.0% 0.0 110 +0 3
JCI funds › JOHNSON CTLS INTL PLC SHS HOLD 0.0% +0.0% 0.0 75 +0 3
GILD funds › GILEAD SCIENCES INC COM HOLD 0.0% +0.0% 0.0 73 +0 3
ICE funds › INTERCONTINENTAL EXCHANGE INC COM HOLD 0.0% +0.0% 0.0 55 +0 3
STT funds › STATE STR CORP COM HOLD 0.0% +0.0% 0.0 67 +0 3
WELL funds › WELLTOWER INC COM HOLD 0.0% +0.0% 0.0 46 +0 3
BP funds › BP PLC SPONSORED ADR HOLD 0.0% +0.0% 0.0 245 +0 3
ANDE funds › ANDERSONS INC COM TRIM 0.0% +0.0% 0.0 160 -60 3
CDNS funds › CADENCE DESIGN SYSTEM INC COM HOLD 0.0% -0.0% 0.0 27 +0 3
ING funds › ING GROEP N.V. SPONSORED ADR HOLD 0.0% +0.0% 0.0 299 +0 3
BHP funds › BHP GROUP LTD SPONSORED ADS HOLD 0.0% +0.0% 0.0 135 +0 3
MPC funds › MARATHON PETE CORP COM HOLD 0.0% -0.0% 0.0 50 +0 3
URI funds › UNITED RENTALS INC COM HOLD 0.0% -0.0% 0.0 10 +0 3
PLD funds › PROLOGIS INC. COM HOLD 0.0% +0.0% 0.0 63 +0 3
TT funds › TRANE TECHNOLOGIES PLC SHS HOLD 0.0% +0.0% 0.0 20 +0 3
PGR funds › PROGRESSIVE CORP COM HOLD 0.0% +0.0% 0.0 34 +0 3
SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF HOLD 0.0% +0.0% 0.0 135 +0 3
NOW funds › SERVICENOW INC COM ADD 0.0% -0.0% 0.0 50 +40 3
CMI funds › CUMMINS INC COM HOLD 0.0% +0.0% 0.0 15 +0 3
SPSB funds › STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF HOLD 0.0% +0.0% 0.0 252 +0 3
CSWC funds › CAPITAL SOUTHWEST CORP COM TRIM 0.0% -2.1% 0.0 335 -67,541 3
NVR funds › NVR INC COM HOLD 0.0% -0.0% 0.0 1 +0 3
MAR funds › MARRIOTT INTL INC NEW CL A HOLD 0.0% +0.0% 0.0 23 +0 3
CRWD funds › CROWDSTRIKE HLDGS INC CL A HOLD 0.0% +0.0% 0.0 15 +0 2
NOC funds › NORTHROP GRUMMAN CORP COM HOLD 0.0% +0.0% 0.0 12 +0 3
ORLY funds › OREILLY AUTOMOTIVE INC COM HOLD 0.0% -0.0% 0.0 75 +0 3
VRTX funds › VERTEX PHARMACEUTICALS INC COM HOLD 0.0% +0.0% 0.0 15 +0 3
IDXX funds › IDEXX LABS INC COM HOLD 0.0% +0.0% 0.0 10 +0 3
CARR funds › CARRIER GLOBAL CORPORATION COM HOLD 0.0% -0.0% 0.0 128 +0 3
COR funds › CENCORA INC COM TRIM 0.0% -0.0% 0.0 20 -5 3
DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF HOLD 0.0% +0.0% 0.0 169 +0 3
DE funds › DEERE & CO COM HOLD 0.0% +0.0% 0.0 14 +0 3
UAL funds › UNITED AIRLS HLDGS INC COM HOLD 0.0% +0.0% 0.0 58 +0 3
AIG funds › AMERICAN INTL GROUP INC COM NEW HOLD 0.0% +0.0% 0.0 75 +0 3
IDGT funds › ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF HOLD 0.0% +0.0% 0.0 75 +0 3
HLT funds › HILTON WORLDWIDE HLDGS INC COM HOLD 0.0% +0.0% 0.0 22 +0 3
JPXN funds › ISHARES JPX-NIKKEI 400 ETF HOLD 0.0% +0.0% 0.0 73 +0 3
EBAY funds › EBAY INC. COM HOLD 0.0% +0.0% 0.0 71 +0 3
MRSH funds › MARSH & MCLENNAN COS INC COM HOLD 0.0% +0.0% 0.0 33 +0 3
TMUS funds › T-MOBILE US INC COM HOLD 0.0% -0.0% 0.0 30 +0 3
COP funds › CONOCOPHILLIPS COM HOLD 0.0% +0.0% 0.0 65 +0 3
TTE funds › TOTALENERGIES SE ACT NEW 0.0% +0.0% 0.0 90 +90 1
KR funds › KROGER CO COM HOLD 0.0% +0.0% 0.0 92 +0 3
MSCI funds › MSCI INC COM HOLD 0.0% +0.0% 0.0 10 +0 3
KKR funds › KKR & CO INC COM HOLD 0.0% +0.0% 0.0 44 +0 3
MET funds › METLIFE INC COM HOLD 0.0% +0.0% 0.0 71 +0 3
INTC funds › INTEL CORP COM HOLD 0.0% +0.0% 0.0 148 +0 3
DKNG funds › DRAFTKINGS INC NEW COM CL A NEW 0.0% +0.0% 0.0 158 +158 1
WDAY funds › WORKDAY INC CL A HOLD 0.0% -0.0% 0.0 25 +0 3
MCFT funds › MASTERCRAFT BOAT HLDGS INC COM TRIM 0.0% -0.8% 0.0 279 -27,516 3
SPGI funds › S&P GLOBAL INC COM HOLD 0.0% +0.0% 0.0 10 +0 3
FCX funds › FREEPORT-MCMORAN INC CL B HOLD 0.0% +0.0% 0.0 102 +0 3
GGAL funds › GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR HOLD 0.0% +0.0% 0.0 96 +0 3
HMC funds › HONDA MOTOR LTD ADR ECH CNV IN 3 HOLD 0.0% +0.0% 0.0 174 +0 3
KMB funds › KIMBERLY-CLARK CORP COM HOLD 0.0% -0.0% 0.0 50 +0 3
GWW funds › WW GRAINGER INC COM HOLD 0.0% +0.0% 0.0 5 +0 3
DHI funds › D R HORTON INC COM HOLD 0.0% -0.0% 0.0 35 +0 3
RELL funds › RICHARDSON ELECTRS LTD COM TRIM 0.0% -0.0% 0.0 450 -140 3
ROST funds › ROSS STORES INC COM HOLD 0.0% +0.0% 0.0 25 +0 3
CGXU funds › CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF HOLD 0.0% +0.0% 0.0 148 +0 3
TRV funds › TRAVELERS COMPANIES INC COM HOLD 0.0% +0.0% 0.0 15 +0 3
SCHD funds › SCHWAB US DIVIDEND EQUITY ETF ADD 0.0% +0.0% 0.0 158 +2 3
VMC funds › VULCAN MATLS CO COM HOLD 0.0% +0.0% 0.0 15 +0 3
MGK funds › VANGUARD MEGA CAP GROWTH ETF HOLD 0.0% +0.0% 0.0 10 +0 3
BUD funds › ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR HOLD 0.0% +0.0% 0.0 64 +0 3
EOG funds › EOG RES INC COM HOLD 0.0% +0.0% 0.0 39 +0 3
UHAL funds › U HAUL HOLDING COMPANY COM TRIM 0.0% -0.5% 0.0 81 -5,773 3
PCAR funds › PACCAR INC COM HOLD 0.0% +0.0% 0.0 37 +0 3
EQNR funds › EQUINOR ASA SPONSORED ADR HOLD 0.0% +0.0% 0.0 171 +0 3
HUBS funds › HUBSPOT INC COM HOLD 0.0% -0.0% 0.0 10 +0 3
EFV funds › ISHARES MSCI EAFE VALUE ETF HOLD 0.0% +0.0% 0.0 55 +0 3
CUSIP:438516106 funds › HONEYWELL INTL INC COM HOLD 0.0% +0.0% 0.0 20 +0 3
AJG funds › GALLAGHER ARTHUR J & CO COM HOLD 0.0% -0.0% 0.0 15 +0 3
ED funds › CONSOLIDATED EDISON INC COM HOLD 0.0% +0.0% 0.0 39 +0 3
MMM funds › 3M CO COM HOLD 0.0% +0.0% 0.0 24 +0 3
SLB funds › SLB LIMITED COM STK HOLD 0.0% +0.0% 0.0 100 +0 3
STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF HOLD 0.0% +0.0% 0.0 37 +0 3
ODFL funds › OLD DOMINION FREIGHT LINE INC COM HOLD 0.0% +0.0% 0.0 24 +0 3
SMLF funds › ISHARES U.S. SMALLCAP EQUITY FACTOR ETF HOLD 0.0% +0.0% 0.0 50 +0 3
CMG funds › CHIPOTLE MEXICAN GRILL INC COM HOLD 0.0% +0.0% 0.0 100 +0 3
ADI funds › ANALOG DEVICES INC COM TRIM 0.0% -0.0% 0.0 13 -10 3
AMT funds › AMERICAN TOWER CORP COM HOLD 0.0% -0.0% 0.0 20 +0 3
DLS funds › WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND HOLD 0.0% +0.0% 0.0 42 +0 3
WDS funds › WOODSIDE ENERGY GROUP LTD SPONSORED ADR HOLD 0.0% +0.0% 0.0 217 +0 3
DFGR funds › DIMENSIONAL GLOBAL REAL ESTATE ETF HOLD 0.0% +0.0% 0.0 128 +0 3
NVS funds › NOVARTIS AG SPONSORED ADR TRIM 0.0% -0.0% 0.0 24 -24 3
BAC funds › BANK AMERICA CORP COM HOLD 0.0% +0.0% 0.0 60 +0 2
TXT funds › TEXTRON INC COM HOLD 0.0% +0.0% 0.0 37 +0 3
PEP funds › PEPSICO INC COM HOLD 0.0% +0.0% 0.0 22 +0 3
CMCSA funds › COMCAST CORP NEW CL A TRIM 0.0% -0.0% 0.0 104 -115 3
Q funds › QNITY ELECTRONICS INC COMMON STOCK NEW 0.0% +0.0% 0.0 37 +37 1
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC COM HOLD 0.0% -0.0% 0.0 75 +0 3
ENB funds › ENBRIDGE INC COM HOLD 0.0% +0.0% 0.0 63 +0 3
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND HOLD 0.0% +0.0% 0.0 40 +0 3
BDX funds › BECTON DICKINSON & CO COM HOLD 0.0% +0.0% 0.0 15 +0 3
ULST funds › STATE STREET ULTRA SHORT TERM BOND ETF HOLD 0.0% +0.0% 0.0 68 +0 3
JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ETF NEW 0.0% +0.0% 0.0 42 +42 1
LYB funds › LYONDELLBASELL INDUSTRIES N V SHS - A - HOLD 0.0% -0.0% 0.0 47 +0 3
GEHC funds › GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK HOLD 0.0% +0.0% 0.0 23 +0 3
OTIS funds › OTIS WORLDWIDE CORP COM HOLD 0.0% +0.0% 0.0 19 +0 3
OMC funds › OMNICOM GROUP INC COM HOLD 0.0% +0.0% 0.0 20 +0 3
KMX funds › CARMAX INC COM HOLD 0.0% -0.0% 0.0 40 +0 3
DGS funds › WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND HOLD 0.0% +0.0% 0.0 15 +0 3
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF HOLD 0.0% +0.0% 0.0 15 +0 3
VB funds › VANGUARD SMALL-CAP ETF HOLD 0.0% +0.0% 0.0 3 +0 3
MICC funds › MAGNUM ICE CREAM CO NV ORD SHS NEW 0.0% +0.0% 0.0 46 +46 1
AIV funds › APARTMENT INVT & MGMT CO CL A HOLD 0.0% -0.0% 0.0 112 +0 3
SPTM funds › STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF HOLD 0.0% +0.0% 0.0 8 +0 3
GWX funds › SPDR S&P INTERNATIONAL SMALL CAP ETF HOLD 0.0% +0.0% 0.0 15 +0 3
DES funds › WISDOMTREE U.S. SMALLCAP DIVIDEND FUND HOLD 0.0% +0.0% 0.0 17 +0 3
XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF HOLD 0.0% +0.0% 0.0 10 +0 3
SCHB funds › SCHWAB U.S. BROAD MARKET ETF TRIM 0.0% +0.0% 0.0 19 -1 3
REET funds › ISHARES GLOBAL REIT ETF HOLD 0.0% +0.0% 0.0 18 +0 3
TDAY funds › USA TODAY CO INC COM NEW 0.0% +0.0% 0.0 80 +80 1
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF TRIM 0.0% -0.2% 0.0 8 -1,387 3
SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS NEW 0.0% +0.0% 0.0 5 +5 1
REZI funds › RESIDEO TECHNOLOGIES INC COM HOLD 0.0% -0.0% 0.0 3 +0 3
HAS funds › HASBRO INC COM HOLD 0.0% +0.0% 0.0 1 +0 3
NVDA funds › NVIDIA CORPORATION COM TRIM 0.0% -0.6% 0.0 0 -2,410 3
ACN funds › ACCENTURE PLC IRELAND SHS CLASS A EXIT 0.0% -0.0% 0.0 0 -48 0
OBDC funds › BLUE OWL CAPITAL CORPORATION COM EXIT 0.0% -0.2% 0.0 0 -9,664 0
CUSIP:904767704 funds › UNILEVER PLC SPON ADR NEW EXIT 0.0% -0.0% 0.0 0 -235 0
BKNG funds › BOOKING HOLDINGS INC COM EXIT 0.0% -0.0% 0.0 0 -1 0
CUSIP:046353108 funds › ASTRAZENECA PLC SPONSORED ADR EXIT 0.0% -0.1% 0.0 0 -698 0
UNH funds › UNITEDHEALTH GROUP INC COM EXIT 0.0% -0.0% 0.0 0 -58 0
FITB funds › FIFTH THIRD BANCORP COM EXIT 0.0% -0.5% 0.0 0 -8,427 0
CUSIP:89151E109 funds › TOTALENERGIES SE SPONSORED ADS EXIT 0.0% -0.0% 0.0 0 -90 0
BNY funds › BANK NEW YORK MELLON CORP COM EXIT 0.0% -0.0% 0.0 0 -56 0
ARES funds › ARES MANAGEMENT CORPORATION CL A COM STK EXIT 0.0% -0.1% 0.0 0 -252 0
D funds › DOMINION ENERGY INC COM EXIT 0.0% -0.0% 0.0 0 -22 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
2025Q4 66 307 0.13 51% 0.040 0.142 in
2025Q3 72 307 0.06 45% 0.033 0.213 in
2025Q2 68 304 0.18 46% 0.036 0.106 entered
2025Q1 51 178 0.00 57% 0.051 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