Fund Universe

LGT Group Foundation

CIK 0001911278 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.801
AUM ($M)
8,835
Positions
284
Turnover
0.13
Top-10 wt
46%
Herfindahl
0.028
History (qtrs)
6
Excess Return

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Holdings · 310 positions · portfolio value $8,835M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GOOGL funds › ALPHABET INC ADD 6.9% +0.9% 612.0 1,712,544 +7,843 5
MSFT funds › MICROSOFT CORP ADD 6.3% -0.3% 553.0 1,482,457 +28,383 5
AAPL funds › APPLE INC ADD 5.8% +0.6% 513.8 1,775,721 +90,025 5
NVDA funds › NVIDIA CORPORATION ADD 5.6% +0.6% 497.6 2,487,067 +128,906 5
LLY funds › ELI LILLY & CO TRIM 5.4% +0.9% 479.4 399,659 -34 5
AZN funds › ASTRAZENECA PLC ADD 4.2% -0.3% 370.3 1,980,315 +90,194 2
AVGO funds › BROADCOM INC ADD 3.4% +1.3% 300.1 794,452 +238,241 5
JPM funds › JPMORGAN CHASE & CO TRIM 3.4% +0.1% 297.1 907,653 -7,607 5
MA funds › MASTERCARD INCORPORATED TRIM 2.7% -0.2% 238.7 464,762 -10,182 5
NEE funds › NEXTERA ENERGY INC ADD 2.5% -0.2% 223.7 2,548,827 +125,164 5
META funds › META PLATFORMS INC TRIM 2.2% -0.2% 195.3 346,640 -1,217 5
CRH funds › CRH PLC ADD 2.0% -0.1% 177.2 1,655,964 +32,755 5
UBS funds › UBS GROUP AG TRIM 1.8% +0.2% 162.4 3,276,919 -162,498 5
TTE funds › TOTALENERGIES SE ADD 1.8% -0.4% 159.5 2,053,277 +124,476 3
JNJ funds › JOHNSON & JOHNSON ADD 1.5% +0.0% 133.9 527,334 +29,345 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 1.4% -0.3% 121.0 885,368 +79,054 5
MU funds › MICRON TECHNOLOGY INC TRIM 1.3% +0.8% 117.8 102,080 -36,764 5
KO funds › COCA COLA CO ADD 1.3% +0.0% 112.9 1,389,288 +28,947 5
ABBV funds › ABBVIE INC ADD 1.3% +0.2% 111.2 441,958 +28,307 5
SPGI funds › S&P GLOBAL INC ADD 1.3% -0.1% 110.6 271,677 +20,872 5
TTEK funds › TETRA TECH INC NEW ADD 1.2% +0.1% 108.2 3,745,171 +583,463 5
V funds › VISA INC TRIM 1.2% -0.1% 107.8 314,348 -56,259 5
PG funds › PROCTER & GAMBLE CO TRIM 1.1% -0.7% 93.6 638,215 -380,160 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 1.0% +0.7% 86.5 148,905 +50,989 5
HD funds › HOME DEPOT INC ADD 1.0% +0.1% 85.0 241,080 +16,699 5
PLD funds › PROLOGIS INC. ADD 0.9% -0.0% 82.0 605,484 +509 5
WST funds › WEST PHARMACEUTICAL SVSC INC ADD 0.9% +0.3% 80.2 223,365 +19,809 5
OC funds › OWENS CORNING NEW ADD 0.8% +0.2% 73.7 463,578 +4,053 5
BAC funds › BANK OF AMER CORP ADD 0.8% +0.1% 68.3 1,198,041 +151,504 5
WAT funds › WATERS CORP ADD 0.7% +0.6% 64.1 170,904 +132,144 5
BLK funds › BLACKROCK INC ADD 0.7% +0.0% 63.9 66,422 +6,742 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.7% +0.3% 62.4 182,846 -36,825 5
CB funds › CHUBB LIMITED TRIM 0.7% -0.1% 60.3 177,054 -25,989 5
FAST funds › FASTENAL CO ADD 0.7% +0.0% 59.6 1,241,920 +69,079 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.7% +0.1% 58.0 90,834 -63,666 5
PEP funds › PEPSICO INC ADD 0.7% -0.1% 57.7 426,382 +41,113 5
PFE funds › PFIZER INC ADD 0.6% -0.1% 57.0 2,367,455 +161,222 5
CSCO funds › CISCO SYS INC TRIM 0.6% -0.0% 56.6 481,719 -195,573 5
EMR funds › EMERSON ELEC CO ADD 0.6% +0.1% 55.5 387,390 +45,043 5
AMAT funds › APPLIED MATLS INC TRIM 0.6% +0.3% 54.2 74,974 -8,865 5
MCD funds › MCDONALDS CORP ADD 0.6% -0.0% 52.5 194,402 +34,790 5
TXN funds › TEXAS INSTRS INC ADD 0.6% +0.3% 50.2 168,298 +61,997 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.5% +0.0% 45.6 45,128 -4,526 5
MDT funds › MEDTRONIC PLC ADD 0.5% +0.2% 44.8 573,090 +317,290 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.5% +0.0% 43.9 87,743 +2,801 5
ALC funds › ALCON AG TRIM 0.5% -0.1% 42.2 624,452 -18,229 5
ENB funds › ENBRIDGE INC ADD 0.4% +0.3% 39.5 729,551 +481,787 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.4% -0.2% 38.7 217,271 +205,552 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.4% +0.1% 36.0 127,937 +13,445 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.4% +0.1% 35.9 497,218 +112,618 5
MTZ funds › MASTEC INC ADD 0.4% +0.1% 35.5 85,310 +4,141 2
UNH funds › UNITEDHEALTH GROUP INC ADD 0.4% +0.3% 34.0 81,736 +55,558 5
SHW funds › SHERWIN WILLIAMS CO ADD 0.4% +0.0% 33.2 96,445 +1,484 5
CVX funds › CHEVRON CORPORATION ADD 0.4% -0.0% 33.2 200,310 +41,406 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.4% -0.0% 32.5 81,800 +10,963 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.4% -1.1% 32.2 258,404 -359,127 5
GE funds › GE AEROSPACE TRIM 0.3% +0.1% 30.6 81,818 -661 5
C funds › CITIGROUP INC TRIM 0.3% +0.0% 29.9 213,938 -3,178 5
WFC funds › WELLS FARGO & CO TRIM 0.3% -0.0% 29.2 352,951 -1,636 5
AME funds › AMETEK INC TRIM 0.3% +0.0% 28.7 118,498 -2,079 5
RY funds › ROYAL BK CDA ADD 0.3% +0.3% 28.1 135,667 +119,569 5
MRK funds › MERCK & CO INC ADD 0.3% +0.0% 26.4 205,618 +10,693 5
MDLZ funds › MONDELEZ INTL INC ADD 0.3% -0.0% 26.1 451,761 +16,331 5
CME funds › CME GROUP INC ADD 0.3% -0.1% 25.8 116,878 +3,722 5
ADSK funds › AUTODESK INC TRIM 0.3% -0.5% 25.7 132,094 -141,302 5
PGR funds › PROGRESSIVE CORP ADD 0.3% +0.0% 24.9 113,853 +5,139 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% +0.0% 23.7 25,343 +5,579 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.3% +0.1% 23.5 30,806 -1,469 5
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.3% -0.1% 22.3 181,047 -3,105 5
COP funds › CONOCOPHILLIPS TRIM 0.3% -0.3% 22.3 214,385 -119,095 5
EME funds › EMCOR GROUP INC ADD 0.3% +0.1% 22.2 26,803 +11,536 5
NFLX funds › NETFLIX INC. TRIM 0.2% -0.1% 21.2 296,676 -10,703 5
FTNT funds › FORTINET INC TRIM 0.2% -0.1% 21.2 137,747 -157,933 5
TSLA funds › TESLA INC TRIM 0.2% -0.0% 21.1 50,104 -3,430 5
KLAC funds › KLA CORP ADD 0.2% +0.1% 21.0 69,592 +62,557 5
SPG funds › SIMON PPTY GROUP INC NEW ADD 0.2% +0.0% 20.0 89,562 +5,437 5
FCX funds › FREEPORT MCMORAN INC ADD 0.2% +0.2% 19.9 316,552 +259,291 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.0% 19.9 469,823 +62,701 5
AMGN funds › AMGEN INC ADD 0.2% +0.2% 19.5 53,947 +49,063 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.2% +0.2% 18.2 124,370 +122,348 5
CNI funds › CANADIAN NATL RY CO ADD 0.2% +0.0% 17.8 149,482 +10,492 5
SYK funds › STRYKER CORPORATION ADD 0.2% -0.0% 17.0 53,882 +2,406 5
SNPS funds › SYNOPSYS INC ADD 0.2% +0.0% 16.4 36,725 +1,277 5
NOW funds › SERVICENOW INC TRIM 0.2% -0.1% 15.9 159,732 -33,854 5
CMI funds › CUMMINS INC NEW 0.2% +0.2% 15.7 22,022 +22,022 1
ASML funds › ASML HLDG NV TRIM 0.2% +0.0% 15.4 7,748 -532 5
NYT funds › NEW YORK TIMES CO MTN BE TRIM 0.2% -0.1% 15.3 218,402 -4,725 5
NEM funds › NEWMONT CORP ADD 0.2% +0.0% 15.3 163,298 +46,476 5
MPC funds › MARATHON PETE CORP ADD 0.2% +0.0% 15.2 59,544 +5,146 5
ORCL funds › ORACLE CORP ADD 0.2% +0.0% 15.1 102,944 +31,474 5
EQIX funds › EQUINIX INC TRIM 0.2% -0.0% 14.7 14,120 -2,477 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.2% -0.0% 14.7 59,113 +3,622 5
LNG funds › CHENIERE ENERGY INC NEW 0.2% +0.2% 14.4 60,423 +60,423 1
ANET funds › ARISTA NETWORKS INC TRIM 0.2% +0.0% 14.4 84,806 -1,039 5
WMT funds › WALMART INC TRIM 0.2% -0.0% 14.3 126,561 -9,850 5
O funds › REALTY INCOME CORP ADD 0.2% +0.0% 14.0 226,446 +22,897 5
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.2% +0.1% 13.4 44,953 +181 5
LITE funds › LUMENTUM HLDGS INC TRIM 0.1% -0.0% 12.8 14,970 -6,925 4
KGS funds › KODIAK GAS SVCS INC NEW 0.1% +0.1% 12.8 170,479 +170,479 1
AMT funds › AMERICAN TOWER CORP ADD 0.1% -0.0% 12.6 77,193 +5,804 5
NET funds › CLOUDFLARE INC ADD 0.1% +0.0% 12.4 50,730 +7,824 5
CP funds › CANADIAN PACIFIC KANSAS CITY NEW 0.1% +0.1% 12.4 143,652 +143,652 1
D funds › DOMINION ENERGY INC ADD 0.1% +0.0% 12.4 181,802 +21,506 2
ARCC funds › ARES CAPITAL CORP ADD 0.1% +0.0% 12.4 668,973 +59,276 5
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.1% +0.1% 10.9 606,650 +298,550 2
DDOG funds › DATADOG INC ADD 0.1% +0.1% 10.5 40,147 +25 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% +0.1% 10.4 89,118 +75,066 5
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.1% +0.0% 8.8 17,769 -4,402 5
RSG funds › REPUBLIC SVCS INC ADD 0.1% +0.0% 8.6 40,244 +21,982 5
XYL funds › XYLEM INC TRIM 0.1% -0.0% 8.5 71,766 -1,740 5
WELL funds › WELLTOWER INC TRIM 0.1% +0.0% 7.8 34,468 -1,219 5
WPM funds › WHEATON PRECIOUS METALS CORP TRIM 0.1% -0.1% 7.7 68,270 -20,254 5
ABNB funds › AIRBNB INC TRIM 0.1% -0.2% 7.6 53,244 -103,258 5
P funds › EVERPURE INC ADD 0.1% +0.0% 7.3 93,161 +1,598 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.1% +0.0% 7.3 16,967 -11,993 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.1% +0.0% 6.7 6,945 -825 5
BEPC funds › BROOKFIELD RENEWABLE CORP NEW 0.1% +0.1% 6.4 172,505 +172,505 1
FIX funds › COMFORT SYS USA INC TRIM 0.1% +0.0% 6.4 3,231 -273 5
HSIC funds › SCHEIN HENRY INC ADD 0.1% +0.0% 6.3 75,124 +1,743 5
ECL funds › ECOLAB INC ADD 0.1% +0.0% 6.1 21,775 +1,690 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% -0.0% 6.0 17,819 -6,064 5
APP funds › APPLOVIN CORP TRIM 0.1% +0.0% 5.8 11,300 -138 5
DHR funds › DANAHER CORP DEL ADD 0.1% -0.0% 5.6 29,283 +627 5
QCOM funds › QUALCOMM INC TRIM 0.1% -0.0% 5.5 29,636 -16,426 5
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.1% +0.0% 5.5 13,137 +3,409 5
LOGI funds › LOGITECH INTL S A TRIM 0.1% -0.0% 5.4 57,721 -2,210 5
HDB funds › HDFC BANK LTD ADD 0.1% -0.0% 5.4 208,636 +7,722 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 5.4 55,948 -5,395 5
DE funds › DEERE & CO ADD 0.1% +0.0% 5.1 8,112 +138 5
DB funds › DEUTSCHE BK AG TRIM 0.1% +0.0% 4.6 135,451 -2,033 5
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 4.3 11,087 -496 5
ACWI funds › ISHARES TR NEW 0.0% +0.0% 4.3 27,100 +27,100 1
VRSK funds › VERISK ANALYTICS INC TRIM 0.0% -0.0% 4.2 23,307 -1,260 5
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.0% +0.0% 4.1 45,592 +3,600 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 4.0 9,187 +880 3
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% -0.0% 3.9 41,986 +2,819 5
DKS funds › DICKS SPORTING GOODS INC ADD 0.0% +0.0% 3.8 16,890 +753 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.0% -0.0% 3.6 3,686 -259 5
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.0% +0.0% 3.5 38,260 +26,073 3
RIO funds › RIO TINTO PLC ADD 0.0% -0.0% 3.4 35,886 +1,263 3
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.0% +0.0% 3.2 8,473 +46 5
INTC funds › INTEL CORP TRIM 0.0% +0.0% 3.1 22,524 -21,603 4
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 3.1 20,057 -6,334 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% -0.0% 3.1 34,020 -1,059 5
NDAQ funds › NASDAQ INC TRIM 0.0% -0.0% 3.1 38,749 -863 5
HLN funds › HALEON PLC ADD 0.0% -0.0% 2.9 307,275 +9,906 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 2.8 8,188 -577 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.0% -0.0% 2.7 5,981 -536 5
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.0% -0.0% 2.7 11,532 -2,461 5
AZO funds › AUTOZONE INC ADD 0.0% -0.0% 2.7 844 +25 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.0% -0.0% 2.7 9,904 -1,454 5
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 2.6 14,972 +14,972 1
MCO funds › MOODYS CORP TRIM 0.0% -0.0% 2.6 5,808 -297 5
EFX funds › EQUIFAX INC TRIM 0.0% -0.0% 2.5 15,735 -816 5
ALLE funds › ALLEGION PLC TRIM 0.0% -0.0% 2.4 17,199 -2,477 5
CPNG funds › COUPANG INC ADD 0.0% -0.0% 2.4 137,906 +1,104 5
NKE funds › NIKE INC TRIM 0.0% -0.0% 2.4 57,632 -17,841 5
NTAP funds › NETAPP INC TRIM 0.0% +0.0% 2.2 14,310 -2,730 5
RELX funds › RELX PLC TRIM 0.0% -0.0% 2.2 69,066 -4,982 5
ZTS funds › ZOETIS INC TRIM 0.0% -0.1% 2.1 29,669 -38,419 5
TPL funds › TEXAS PACIFIC LAND CORPORATI ADD 0.0% +0.0% 2.0 4,670 +2,282 2
VEEV funds › VEEVA SYS INC TRIM 0.0% -0.0% 2.0 11,499 -141 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 1.9 8,735 -45 5
IDXX funds › IDEXX LABS INC TRIM 0.0% -0.0% 1.9 3,678 -201 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.0% +0.0% 1.9 3,910 +102 5
T funds › AT&T INC TRIM 0.0% -0.0% 1.9 92,635 -22,738 5
MO funds › ALTRIA GROUP INC ADD 0.0% +0.0% 1.9 26,610 +7,970 5
EL funds › LAUDER ESTEE COS INC TRIM 0.0% -0.0% 1.9 23,814 -10,862 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.0% +0.0% 1.9 3,769 -71 5
MS funds › MORGAN STANLEY TRIM 0.0% +0.0% 1.8 8,726 -276 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 1.8 10,816 -251 5
ADBE funds › ADOBE INC TRIM 0.0% -0.0% 1.8 8,705 -2,181 5
CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM 0.0% -0.0% 1.7 50,941 -96 5
XYZ funds › BLOCK INC TRIM 0.0% +0.0% 1.5 20,351 -2,940 5
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 1.5 9,627 -72 5
HAL funds › HALLIBURTON CO TRIM 0.0% -0.0% 1.4 40,687 -26,023 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 1.4 2,739 -387 5
BAP funds › CREDICORP LTD ADD 0.0% +0.0% 1.3 3,252 +663 5
YUMC funds › YUM CHINA HLDGS INC TRIM 0.0% -0.0% 1.2 30,488 -2,623 5
RACE funds › FERRARI N V TRIM 0.0% -0.0% 1.2 3,343 -2,396 5
SLB funds › SLB LIMITED TRIM 0.0% -0.0% 1.2 26,550 -460 5
ITT funds › ITT INC TRIM 0.0% -0.0% 1.2 6,239 -100 5
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 1.2 5,535 -308 5
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 1.2 4,248 -224 5
AON funds › AON PLC TRIM 0.0% -0.0% 1.1 3,400 -2 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 1.1 19,269 -555 5
EMNT funds › PIMCO ETF TR ADD 0.0% -0.0% 1.1 11,216 +63 5
EIX funds › EDISON INTL ADD 0.0% +0.0% 1.1 14,900 +7,149 3
B funds › BARRICK MNG CORP ADD 0.0% +0.0% 1.1 30,128 +11,231 3
HUBS funds › HUBSPOT INC ADD 0.0% -0.0% 1.1 5,998 +83 5
COO funds › COOPER COS INC ADD 0.0% -0.0% 1.0 14,519 +509 3
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 1.0 7,667 +7,667 1
SRE funds › SEMPRA TRIM 0.0% -0.0% 1.0 11,149 -4,186 5
CW funds › CURTISS WRIGHT CORP HOLD 0.0% +0.0% 1.0 1,336 +0 3
AXON funds › AXON ENTERPRISE INC ADD 0.0% +0.0% 1.0 1,788 +589 5
MTH funds › MERITAGE HOMES CORP TRIM 0.0% +0.0% 1.0 11,890 -184 5
SBUX funds › STARBUCKS CORP TRIM 0.0% +0.0% 0.9 9,255 -72 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.9 5,499 +5,499 1
KB funds › KB FINL GROUP INC TRIM 0.0% -0.0% 0.9 8,835 -4,185 5
TD funds › TORONTO DOMINION BK ONT HOLD 0.0% +0.0% 0.9 7,580 +0 5
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 0.9 12,237 -12 5
MEDP funds › MEDPACE HLDGS INC ADD 0.0% +0.0% 0.9 1,710 +188 5
FISV funds › FISERV INC TRIM 0.0% -0.0% 0.9 18,445 -3,694 5
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.9 4,655 +279 5
HRB funds › BLOCK H & R INC TRIM 0.0% -0.0% 0.8 22,257 -17,836 5
OMC funds › OMNICOM GROUP INC TRIM 0.0% -0.0% 0.8 11,397 -5,156 5
PWR funds › QUANTA SVCS INC HOLD 0.0% +0.0% 0.8 1,152 +0 5
SUNB funds › SUNBELT RENTALS HOLDINGS INC TRIM 0.0% -0.0% 0.8 10,336 -11,318 2
HESM funds › HESS MIDSTREAM LP ADD 0.0% +0.0% 0.7 19,810 +6,816 3
VLO funds › VALERO ENERGY CORP TRIM 0.0% -0.0% 0.7 2,850 -3 5
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.2% 0.7 30,182 -460,569 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.0% 0.7 2,417 -62 5
XRAY funds › DENTSPLY SIRONA INC TRIM 0.0% -0.0% 0.7 63,854 -6,588 5
BNY funds › BANK OF NY MELLON CORP ADD 0.0% +0.0% 0.7 4,545 +589 5
PAYX funds › PAYCHEX INC TRIM 0.0% -0.0% 0.6 6,411 -1,690 5
BDX funds › BECTON DICKINSON & CO ADD 0.0% +0.0% 0.6 4,003 +2,511 2
WSO funds › WATSCO INC TRIM 0.0% +0.0% 0.6 1,447 -52 5
FSLR funds › FIRST SOLAR INC TRIM 0.0% -0.0% 0.6 2,347 -835 5
CUSIP:693483109 funds › POSCO HOLDINGS INC ADD 0.0% +0.0% 0.6 10,750 +5,885 5
ITUB funds › ITAU UNIBANCO HLDG S A ADD 0.0% +0.0% 0.5 63,723 +23,570 3
MAIN funds › MAIN STR CAP CORP ADD 0.0% +0.0% 0.5 9,958 +3,426 2
BABA funds › ALIBABA GROUP HLDG LTD TRIM 0.0% -0.0% 0.5 5,340 -800 5
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.2% 0.5 11,905 -300,697 5
SKM funds › SK TELECOM CO LTD NEW 0.0% +0.0% 0.5 15,300 +15,300 1
SHG funds › SHINHAN FINANCIAL GROUP CO L NEW 0.0% +0.0% 0.5 7,730 +7,730 1
STT funds › STATE STR CORP TRIM 0.0% +0.0% 0.5 2,800 -5 3
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.0% -0.0% 0.5 2,801 +208 5
SLF funds › SUN LIFE FINANCIAL INC. TRIM 0.0% -0.0% 0.5 5,885 -2,608 5
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.0% -0.0% 0.4 2,744 -300 5
EXC funds › EXELON CORP TRIM 0.0% -0.0% 0.4 8,947 -9 5
CPB funds › THE CAMPBELLS COMPANY ADD 0.0% +0.0% 0.4 18,303 +1,548 2
CVS funds › CVS HEALTH CORP TRIM 0.0% +0.0% 0.4 3,883 -585 5
ETN funds › EATON CORP PLC TRIM 0.0% -0.0% 0.4 918 -292 3
TDG funds › TRANSDIGM GROUP INC ADD 0.0% +0.0% 0.4 291 +107 2
ITW funds › ILLINOIS TOOL WKS INC HOLD 0.0% -0.0% 0.4 1,394 +0 5
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.4 1,849 -3,457 3
IBN funds › ICICI BANK LIMITED HOLD 0.0% +0.0% 0.4 12,747 +0 5
BN funds › BROOKFIELD CORP HOLD 0.0% -0.0% 0.4 8,612 +0 3
CARR funds › CARRIER GLOBAL CORPORATION TRIM 0.0% +0.0% 0.4 5,000 -10 5
TROW funds › PRICE T ROWE GROUP INC TRIM 0.0% -0.0% 0.4 3,185 -565 5
ALGN funds › ALIGN TECHNOLOGY INC TRIM 0.0% -0.0% 0.4 2,126 -229 5
PYPL funds › PAYPAL HLDGS INC NEW 0.0% +0.0% 0.4 8,304 +8,304 1
BIDU funds › BAIDU INC HOLD 0.0% -0.0% 0.4 3,125 +0 5
ST funds › SENSATA TECHNOLOGIES HLDG PL HOLD 0.0% +0.0% 0.4 7,400 +0 5
ES funds › EVERSOURCE ENERGY HOLD 0.0% -0.0% 0.4 4,867 +0 5
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM 0.0% -0.0% 0.4 9,076 -2,280 5
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.0% +0.0% 0.3 2,634 +274 5
BEN funds › FRANKLIN RESOURCES INC TRIM 0.0% +0.0% 0.3 10,375 -1,815 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.3 1,521 -3,169 5
EOG funds › EOG RES INC TRIM 0.0% -0.0% 0.3 2,500 -400 5
WIT funds › WIPRO LTD ADD 0.0% +0.0% 0.3 143,880 +52,790 5
CLH funds › CLEAN HARBORS INC HOLD 0.0% -0.0% 0.3 1,075 +0 5
WAB funds › WABTEC TRIM 0.0% -0.0% 0.3 1,181 -2 2
SBS funds › COMPANHIA DE SANEAMENTO BASI ADD 0.0% -0.0% 0.3 54,600 +41,905 3
DAR funds › DARLING INGREDIENTS INC NEW 0.0% +0.0% 0.3 5,776 +5,776 1
NGG funds › NATIONAL GRID PLC TRIM 0.0% -0.0% 0.3 3,770 -439 3
SNY funds › SANOFI SA NEW 0.0% +0.0% 0.3 7,301 +7,301 1
RDY funds › DR REDDYS LABS LTD HOLD 0.0% -0.0% 0.3 21,345 +0 5
ALV funds › AUTOLIV INC NEW 0.0% +0.0% 0.3 2,530 +2,530 1
IVZ funds › INVESCO LTD HOLD 0.0% +0.0% 0.3 11,065 +0 5
NBIS funds › NEBIUS GROUP N.V. NEW 0.0% +0.0% 0.3 1,000 +1,000 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.0% -0.0% 0.3 763 -2 3
ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI NEW 0.0% +0.0% 0.3 984 +984 1
BROS funds › DUTCH BROS INC NEW 0.0% +0.0% 0.3 3,524 +3,524 1
CCEP funds › COCA-COLA EUROPACIFIC PARTNE TRIM 0.0% -0.0% 0.3 2,527 -143 5
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 0.2 1,500 +1,500 1
DOW funds › DOW HLDGS INC TRIM 0.0% -0.0% 0.2 8,940 -14 5
F funds › FORD MTR CO TRIM 0.0% +0.0% 0.2 17,565 -127 5
IQV funds › IQVIA HLDGS INC TRIM 0.0% -0.0% 0.2 1,256 -103 5
USFD funds › US FOODS HLDG CORP HOLD 0.0% +0.0% 0.2 2,327 +0 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.0% -0.0% 0.2 2,000 -4 5
GGB funds › GERDAU SA HOLD 0.0% +0.0% 0.2 58,160 +0 5
INFY funds › INFOSYS LTD HOLD 0.0% -0.0% 0.2 21,170 +0 5
UL funds › UNILEVER PLC NEW 0.0% +0.0% 0.2 3,688 +3,688 1
AXIA funds › AXIA ENERGIA SA NEW 0.0% +0.0% 0.2 20,894 +20,894 1
ACMR funds › ACM RESH INC NEW Common Stock 0.0% +0.0% 0.2 1,716 +1,716 1
KR funds › KROGER CO NEW 0.0% +0.0% 0.2 3,800 +3,800 1
KMB funds › KIMBERLY-CLARK CORP NEW 0.0% +0.0% 0.2 1,898 +1,898 1
ADI funds › ANALOG DEVICES INC NEW 0.0% +0.0% 0.2 522 +522 1
TDY funds › TELEDYNE TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 306 +306 1
MP funds › MP MATERIALS CORP NEW 0.0% +0.0% 0.2 3,600 +3,600 1
OTIS funds › OTIS WORLDWIDE CORP TRIM 0.0% -0.0% 0.2 2,814 -792 5
CIG funds › CIA ENERGETICA DE MINAS GERA ADD 0.0% +0.0% 0.2 74,255 +40,170 5
SBET funds › SHARPLINK INC HOLD 0.0% -0.0% 0.1 14,720 +0 3
VRSN funds › VERISIGN INC EXIT 0.0% -0.0% 0.0 0 -4,686 0
BRSL funds › BRIGHTSTAR LOTTERY PLC EXIT 0.0% -0.0% 0.0 0 -19,598 0
KHC funds › KRAFT HEINZ CO EXIT 0.0% -0.0% 0.0 0 -14,190 0
PDD funds › PDD HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -2,400 0
MSCI funds › MSCI INC EXIT 0.0% -0.0% 0.0 0 -379 0
ROP funds › ROPER TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -750 0
IEX funds › IDEX CORP EXIT 0.0% -0.0% 0.0 0 -1,272 0
CM funds › CANADIAN IMPERIAL BANK OF CO EXIT 0.0% -0.0% 0.0 0 -3,558 0
IP funds › INTERNATIONAL PAPER CO EXIT 0.0% -0.0% 0.0 0 -5,769 0
GLW funds › CORNING INC EXIT 0.0% -0.2% 0.0 0 -93,793 0
AMZN funds › AMAZON COM INC EXIT 0.0% -4.3% 0.0 0 -1,693,321 0
COHR funds › COHERENT CORP EXIT 0.0% -0.0% 0.0 0 -2,555 0
YUM funds › YUM BRANDS INC EXIT 0.0% -0.0% 0.0 0 -1,993 0
IQ funds › IQIYI INC EXIT 0.0% -0.0% 0.0 0 -39,400 0
EMBJ funds › EMBRAER S.A. EXIT 0.0% -0.0% 0.0 0 -5,970 0
CAT funds › CATERPILLAR INC EXIT 0.0% -0.1% 0.0 0 -8,455 0
NICE funds › NICE LTD EXIT 0.0% -0.0% 0.0 0 -8,563 0
SCCO funds › SOUTHERN COPPER CORP EXIT 0.0% -0.0% 0.0 0 -1,947 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -30,000 0
BAX funds › BAXTER INTL INC EXIT 0.0% -0.0% 0.0 0 -17,160 0
TW funds › TRADEWEB MKTS INC EXIT 0.0% -0.0% 0.0 0 -6,793 0
GOOG funds › ALPHABET INC EXIT 0.0% -0.9% 0.0 0 -253,770 0
HTHT funds › H WORLD GROUP LTD EXIT 0.0% -0.0% 0.0 0 -4,700 0
ABT funds › ABBOTT LABORATORIES EXIT 0.0% -0.0% 0.0 0 -2,711 0
JKHY funds › HENRY JACK & ASSOC INC EXIT 0.0% -0.2% 0.0 0 -83,922 0
WDAY funds › WORKDAY INC EXIT 0.0% -0.0% 0.0 0 -19,611 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 8,835 284 0.13 46% 0.028 0.797 in
2026Q1 8,191 283 0.15 45% 0.027 0.765 in
2025Q4 9,174 290 0.08 47% 0.029 0.849 in
2025Q3 8,729 284 0.08 47% 0.030 0.849 in
2025Q2 7,980 290 0.10 45% 0.029 0.832 entered
2025Q1 7,254 288 0.00 44% 0.026 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