Fund Universe

Quantum Financial Advisors, LLC

CIK 0001929139 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.709
AUM ($M)
1,011
Positions
251
Turnover
0.05
Top-10 wt
52%
Herfindahl
0.043
History (qtrs)
6
Excess Return

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Holdings · 261 positions · portfolio value $1,011M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVUS funds › AMERICAN CENTY ETF TR ADD 11.5% +0.5% 116.2 907,573 +29,427 5
DFSU funds › DIMENSIONAL ETF TRUST TRIM 11.0% -0.1% 111.0 2,379,557 -22,007 5
CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD 7.3% +0.5% 73.4 894,764 +63,441 5
AVDE funds › AMERICAN CENTY ETF TR ADD 4.1% -0.3% 41.3 463,319 +6,437 5
DFSI funds › DIMENSIONAL ETF TRUST TRIM 3.7% -0.3% 37.5 831,098 -9,313 5
AAPL funds › APPLE INC TRIM 3.4% +0.0% 34.5 119,335 -119 5
AVEM funds › AMERICAN CENTY ETF TR TRIM 3.3% +0.1% 33.3 345,315 -7,516 5
DFSB funds › DIMENSIONAL ETF TRUST ADD 2.8% -0.3% 28.2 540,560 +14,198 5
DFSE funds › DIMENSIONAL ETF TRUST TRIM 2.6% -0.0% 25.8 528,686 -17,556 5
DFAU funds › DIMENSIONAL ETF TRUST ADD 2.5% +0.1% 25.6 494,933 +6,635 5
AVRE funds › AMERICAN CENTY ETF TR ADD 2.1% +0.0% 21.6 455,253 +31,011 5
DFGP funds › DIMENSIONAL ETF TRUST ADD 2.1% +0.1% 21.4 392,244 +67,880 5
AVDV funds › AMERICAN CENTY ETF TR ADD 2.1% -0.2% 21.2 205,867 +1,022 5
AVUV funds › AMERICAN CENTY ETF TR ADD 2.0% +0.1% 20.5 164,378 +5,627 5
DISV funds › DIMENSIONAL ETF TRUST ADD 1.9% -0.1% 19.3 482,001 +24,715 5
DFGR funds › DIMENSIONAL ETF TRUST ADD 1.9% -0.1% 18.9 653,829 +7,800 5
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 1.9% -0.2% 18.8 401,594 +14,313 5
DFAT funds › DIMENSIONAL ETF TRUST TRIM 1.7% -0.0% 17.6 251,645 -1,445 5
DFAI funds › DIMENSIONAL ETF TRUST TRIM 1.7% -0.1% 17.0 412,249 -1,997 5
GLDM funds › WORLD GOLD TR TRIM 1.3% -0.5% 13.2 166,254 -7,091 5
IBIE funds › ISHARES TR ADD 1.0% -0.0% 9.7 368,799 +35,421 5
DFAE funds › DIMENSIONAL ETF TRUST TRIM 1.0% +0.0% 9.7 241,153 -6,477 5
OEF funds › ISHARES TR TRIM 1.0% -0.2% 9.7 404,718 -9,570 3
IBID funds › ISHARES TR ADD 0.9% -0.1% 9.6 365,365 +22,856 5
IBIF funds › ISHARES TR ADD 0.9% -0.0% 9.0 343,768 +25,382 5
VTI funds › VANGUARD INDEX FDS TRIM 0.9% -0.0% 8.8 23,881 -1,625 5
DFUS funds › DIMENSIONAL ETF TRUST HOLD 0.8% +0.0% 8.6 104,854 +0 5
NVDA funds › NVIDIA CORPORATION ADD 0.8% +0.1% 7.8 39,217 +6,454 5
IBIG funds › ISHARES TR ADD 0.7% -0.1% 7.4 281,307 +2,818 5
IBIC funds › ISHARES TR TRIM 0.7% -0.3% 6.9 264,637 -65,480 5
IBDT funds › ISHARES TR ADD 0.7% +0.0% 6.9 271,687 +36,928 5
IBDS funds › ISHARES TR ADD 0.7% -0.0% 6.6 271,735 +21,427 5
MSFT funds › MICROSOFT CORP ADD 0.6% -0.0% 6.4 17,205 +1,054 5
IBIH funds › ISHARES TR ADD 0.6% -0.1% 6.2 234,139 +8,483 5
IBII funds › ISHARES TR ADD 0.6% +0.5% 5.6 214,029 +183,646 5
AMZN funds › AMAZON COM INC ADD 0.5% +0.2% 5.5 23,131 +6,456 5
IBDV funds › ISHARES TR ADD 0.5% -0.1% 4.7 217,650 +5,218 5
IBDR funds › ISHARES TR TRIM 0.4% -0.2% 4.5 185,634 -42,476 5
DFSV funds › DIMENSIONAL ETF TRUST ADD 0.4% +0.0% 4.4 113,826 +6,779 5
GOOGL funds › ALPHABET INC ADD 0.4% +0.0% 4.3 12,101 +261 5
AVIG funds › AMERICAN CENTY ETF TR TRIM 0.4% -0.1% 4.2 100,536 -479 5
GOOG funds › ALPHABET INC ADD 0.4% +0.0% 3.9 10,922 +55 5
IBDW funds › ISHARES TR ADD 0.3% -0.0% 3.5 167,044 +9,172 5
DUSB funds › DIMENSIONAL ETF TRUST HOLD 0.3% -0.0% 3.2 62,455 +0 5
IBMQ funds › ISHARES TR TRIM 0.3% -0.1% 3.2 123,149 -37,180 5
IBMP funds › ISHARES TR TRIM 0.3% -0.1% 3.1 123,842 -20,221 5
IBDX funds › ISHARES TR ADD 0.3% +0.2% 3.1 123,915 +95,962 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% +0.0% 3.1 9,511 +180 5
DFUV funds › DIMENSIONAL ETF TRUST HOLD 0.3% +0.0% 2.9 53,107 +0 5
IBMS funds › ISHARES TR TRIM 0.3% -0.1% 2.9 110,543 -37,520 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.3% +0.2% 2.9 2,474 -46 5
IBMT funds › ISHARES TR TRIM 0.3% -0.1% 2.7 103,665 -37,061 4
META funds › META PLATFORMS INC ADD 0.3% -0.0% 2.7 4,743 +343 5
IBMO funds › ISHARES TR TRIM 0.3% -0.1% 2.7 103,716 -29,394 5
IBMU funds › ISHARES TR NEW 0.2% +0.2% 2.3 91,626 +91,626 1
LLY funds › ELI LILLY & CO ADD 0.2% +0.0% 1.9 1,589 +36 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 1.8 1,736 +73 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.1% 1.8 2,501 +1,231 5
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.1% 1.8 14,832 +14,369 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 1.8 12,847 -213 5
Q funds › QNITY ELECTRONICS INC ADD 0.2% +0.0% 1.7 10,467 +6 3
DFAS funds › DIMENSIONAL ETF TRUST HOLD 0.2% +0.0% 1.7 20,685 +0 5
AMGN funds › AMGEN INC TRIM 0.2% -0.0% 1.6 4,460 -95 5
DFAC funds › DIMENSIONAL ETF TRUST HOLD 0.2% +0.0% 1.6 35,487 +0 5
DFCF funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 1.5 35,847 -630 5
LRCX funds › LAM RESEARCH CORP TRIM 0.1% +0.1% 1.5 3,375 -67 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% -0.0% 1.5 1,945 -347 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.1% 1.4 2,396 -28 5
V funds › VISA INC TRIM 0.1% -0.0% 1.4 4,051 -38 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 1.4 5,447 -469 5
AVGO funds › BROADCOM INC TRIM 0.1% +0.0% 1.4 3,639 -68 5
WMT funds › WALMART INC ADD 0.1% -0.0% 1.4 12,071 +2,272 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% +0.0% 1.3 2,673 +367 5
KLAC funds › KLA CORP ADD 0.1% +0.1% 1.3 4,361 +3,918 5
AMAT funds › APPLIED MATLS INC HOLD 0.1% +0.1% 1.2 1,692 +0 5
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.1% +0.0% 1.2 12,893 +4 3
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.0% 1.2 3,422 -25 5
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 1.1 9,659 -75 5
LNG funds › CHENIERE ENERGY INC TRIM 0.1% -0.0% 1.1 4,594 -30 5
INTC funds › INTEL CORP ADD 0.1% +0.1% 1.1 7,709 +1,367 4
DFIC funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.1% 1.0 28,167 +21,385 2
SNDK funds › SANDISK CORP TRIM 0.1% +0.1% 1.0 444 -4 2
VBR funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.9 3,764 -12 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% +0.0% 0.9 1,414 -18 3
FLEX funds › FLEX LTD HOLD 0.1% +0.0% 0.9 5,499 +0 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 0.9 3,480 +89 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.9 6,793 +158 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.9 5,816 -249 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.1% +0.0% 0.8 874 +1 4
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% +0.0% 0.8 13,968 +540 5
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 0.8 5,544 -16 5
MA funds › MASTERCARD INCORPORATED TRIM 0.1% -0.0% 0.8 1,569 -24 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.1% -0.0% 0.8 11,254 -49 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 0.8 2,258 -58 5
KO funds › COCA COLA CO TRIM 0.1% -0.0% 0.8 9,743 -9 5
UCO funds › PROSHARES TR II HOLD 0.1% -0.0% 0.8 23,400 +0 5
XLK funds › SELECT SECTOR SPDR TR HOLD 0.1% +0.0% 0.8 4,000 +0 2
LEND funds › SEI EXCHANGE TRADED FUNDS NEW 0.1% +0.1% 0.7 29,669 +29,669 1
BAC funds › BANK OF AMER CORP TRIM 0.1% -0.0% 0.7 12,950 -589 5
MS funds › MORGAN STANLEY TRIM 0.1% +0.0% 0.7 3,347 -9 5
CVS funds › CVS HEALTH CORP TRIM 0.1% +0.0% 0.7 6,493 -48 3
AFL funds › AFLAC INC TRIM Common Stock 0.1% -0.0% 0.7 5,728 -3 3
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.0% 0.7 703 -7 5
RY funds › ROYAL BK CDA TRIM 0.1% +0.0% 0.7 3,156 -139 2
IBIJ funds › ISHARES TR ADD 0.1% +0.0% 0.6 24,736 +8,472 5
IVV funds › ISHARES TR ADD 0.1% +0.0% 0.6 846 +34 5
JBL funds › JABIL INC HOLD 0.1% +0.0% 0.6 1,622 +0 5
PEP funds › PEPSICO INC ADD 0.1% -0.0% 0.6 4,613 +27 5
GLW funds › CORNING INC ADD 0.1% +0.0% 0.6 2,436 +35 3
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% -0.0% 0.6 2,174 -247 5
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 0.6 3,305 -36 5
LECO funds › LINCOLN ELEC HLDGS INC HOLD 0.1% -0.0% 0.6 2,243 +0 3
T funds › AT&T INC TRIM 0.1% -0.0% 0.6 28,233 -43 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 0.6 2,580 -43 4
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.6 1,520 -79 5
PWR funds › QUANTA SVCS INC TRIM 0.1% +0.0% 0.5 753 -25 5
FIX funds › COMFORT SYS USA INC HOLD 0.1% +0.0% 0.5 273 +0 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 0.5 527 +1 5
EME funds › EMCOR GROUP INC TRIM 0.1% -0.0% 0.5 637 -140 5
PM funds › PHILIP MORRIS INTL INC ADD 0.1% -0.0% 0.5 2,917 +69 5
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 0.5 3,676 -26 3
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.5 3,094 +159 5
TSLA funds › TESLA INC TRIM 0.1% -0.0% 0.5 1,210 -130 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.5 11,767 -256 5
URI funds › UNITED RENTALS INC ADD 0.0% +0.0% 0.5 435 +1 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% +0.0% 0.5 1,138 +64 5
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.0% -0.0% 0.5 5,136 -101 3
STLD funds › STEEL DYNAMICS INC HOLD 0.0% +0.0% 0.5 2,053 +0 5
AMP funds › AMERIPRISE FINL INC ADD 0.0% -0.0% 0.5 1,018 +1 5
APH funds › AMPHENOL CORP TRIM 0.0% +0.0% 0.5 2,582 -111 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.0% +0.0% 0.5 1,333 -4 3
SCHW funds › SCHWAB CHARLES CORP TRIM 0.0% -0.0% 0.4 4,874 -93 5
CMI funds › CUMMINS INC ADD 0.0% +0.0% 0.4 623 +6 4
LIN funds › LINDE PLC TRIM 0.0% -0.0% 0.4 855 -17 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.0% +0.0% 0.4 1,860 +175 4
CUSIP:921910733 funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 0.4 3,323 +0 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.4 4,204 -122 5
MTZ funds › MASTEC INC ADD 0.0% +0.0% 0.4 1,030 +2 4
GILD funds › GILEAD SCIENCES INC TRIM 0.0% -0.0% 0.4 3,371 -95 5
RTX funds › RTX CORPORATION ADD 0.0% -0.0% 0.4 2,219 +5 5
DE funds › DEERE & CO TRIM 0.0% -0.0% 0.4 652 -2 5
FNF funds › FIDELITY NATL FINL INC NEW 0.0% +0.0% 0.4 8,732 +8,732 1
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.4 4,983 -441 5
DTE funds › DTE ENERGY CO HOLD 0.0% -0.0% 0.4 2,674 +0 5
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.4 2,574 +10 3
PH funds › PARKER-HANNIFIN CORP TRIM 0.0% -0.0% 0.4 411 -1 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.4 1,338 +1,338 1
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.4 1,333 +27 5
WBD funds › WARNER BROS DISCOVERY INC ADD 0.0% -0.0% 0.4 14,738 +113 3
CIEN funds › CIENA CORP HOLD 0.0% +0.0% 0.4 796 +0 2
VST funds › VISTRA CORP TRIM 0.0% -0.0% 0.4 2,450 -8 5
COF funds › CAPITAL ONE FINL CORP ADD 0.0% +0.0% 0.4 1,934 +73 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.0% 0.4 765 -20 4
COHR funds › COHERENT CORP TRIM 0.0% +0.0% 0.4 968 -9 2
MAR funds › MARRIOTT INTL INC NEW TRIM 0.0% -0.0% 0.4 1,004 -25 3
GM funds › GENERAL MTRS CO TRIM 0.0% -0.0% 0.4 4,798 -70 5
ADI funds › ANALOG DEVICES INC TRIM 0.0% +0.0% 0.4 920 -24 5
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.4 1,604 -204 5
UNP funds › UNION PAC CORP ADD 0.0% +0.0% 0.4 1,306 +21 5
GEV funds › GE VERNOVA INC TRIM 0.0% +0.0% 0.4 302 -26 2
HOOD funds › ROBINHOOD MKTS INC TRIM 0.0% +0.0% 0.4 3,512 -283 5
WSM funds › WILLIAMS SONOMA INC HOLD 0.0% +0.0% 0.3 1,490 +0 5
IBDZ funds › ISHARES TR ADD 0.0% -0.0% 0.3 13,226 +955 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.0% -0.0% 0.3 1,042 -22 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% -0.0% 0.3 1,216 +19 2
MCK funds › MCKESSON CORP TRIM 0.0% -0.0% 0.3 427 -15 3
IBIK funds › ISHARES TR ADD 0.0% -0.0% 0.3 12,431 +851 5
C funds › CITIGROUP INC ADD 0.0% +0.0% 0.3 2,299 +3 4
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 0.3 2,114 -33 5
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.3 657 +657 1
IEFA funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,286 +0 4
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.0% -0.0% 0.3 638 -28 5
RCL funds › ROYAL CARIBBEAN GROUP ADD 0.0% +0.0% 0.3 985 +8 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.0% +0.0% 0.3 934 -13 2
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% -0.0% 0.3 991 +0 3
LMT funds › LOCKHEED MARTIN CORP TRIM 0.0% -0.0% 0.3 603 -12 5
CSX funds › CSX CORP ADD 0.0% +0.0% 0.3 6,436 +18 5
NVT funds › NVENT ELEC PLC ADD 0.0% +0.0% 0.3 1,802 +2 2
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 0.3 712 +3 5
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.3 1,185 +1 4
PFF funds › ISHARES TR ADD 0.0% -0.0% 0.3 9,774 +777 5
NEM funds › NEWMONT CORP TRIM 0.0% -0.0% 0.3 3,162 -74 4
BNY funds › BANK OF NY MELLON CORP TRIM 0.0% +0.0% 0.3 2,004 -30 4
TPR funds › TAPESTRY INC TRIM 0.0% -0.0% 0.3 1,937 -131 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.3 4,902 +2 3
DTM funds › DT MIDSTREAM INC HOLD 0.0% -0.0% 0.3 1,924 +0 4
VLO funds › VALERO ENERGY CORP ADD 0.0% -0.0% 0.3 1,083 +17 2
UTHR funds › UNITED THERAPEUTICS CORP DEL HOLD 0.0% -0.0% 0.3 518 +0 4
DVN funds › DEVON ENERGY CORP NEW NEW 0.0% +0.0% 0.3 6,695 +6,695 1
ROST funds › ROSS STORES INC TRIM 0.0% -0.0% 0.3 1,291 -147 3
FCNCA funds › FIRST CTZNS BANCSHARES INC D ADD 0.0% -0.0% 0.3 132 +3 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.3 1,626 -2 5
JCI funds › JOHNSON CONTROLS INTERNATION HOLD 0.0% -0.0% 0.3 1,860 +0 4
IBCA funds › ISHARES TR ADD 0.0% +0.0% 0.3 10,604 +1,420 2
DAL funds › DELTA AIR LINES INC NEW 0.0% +0.0% 0.3 2,896 +2,896 1
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.0% -0.0% 0.3 1,956 -38 5
TROW funds › PRICE T ROWE GROUP INC TRIM 0.0% -0.0% 0.3 2,350 -490 3
VPL funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% +0.0% 0.3 2,290 +0 5
IBIL funds › ISHARES TR ADD 0.0% +0.0% 0.3 10,258 +1,332 2
UPS funds › UNITED PARCEL SVCS INC TRIM 0.0% -0.0% 0.3 2,424 -12 3
CAH funds › CARDINAL HEALTH INC TRIM 0.0% -0.0% 0.3 1,094 -10 3
ANET funds › ARISTA NETWORKS INC TRIM 0.0% +0.0% 0.3 1,518 -111 4
EOG funds › EOG RES INC ADD 0.0% -0.0% 0.3 1,981 +66 2
FCX funds › FREEPORT MCMORAN INC TRIM 0.0% -0.0% 0.3 4,066 -444 3
FTI funds › TECHNIPFMC PLC HOLD 0.0% -0.0% 0.3 3,837 +0 2
UAL funds › UNITED AIRLS HLDGS INC NEW 0.0% +0.0% 0.3 1,870 +1,870 1
HUBB funds › HUBBELL INC HOLD 0.0% -0.0% 0.3 486 +0 4
APP funds › APPLOVIN CORP TRIM 0.0% +0.0% 0.3 493 -14 5
DFEM funds › DIMENSIONAL ETF TRUST TRIM 0.0% +0.0% 0.3 6,231 -73 2
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.0% 0.3 3,374 -569 5
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.3 126 +126 1
AMKR funds › AMKOR TECHNOLOGY INC NEW 0.0% +0.0% 0.2 2,885 +2,885 1
WWD funds › WOODWARD INC TRIM 0.0% +0.0% 0.2 584 -1 2
TRGP funds › TARGA RES CORP ADD 0.0% -0.0% 0.2 920 +30 2
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.2 2,693 -316 5
GWW funds › WW GRAINGER INC NEW 0.0% +0.0% 0.2 179 +179 1
MMM funds › 3M CO NEW 0.0% +0.0% 0.2 1,501 +1,501 1
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 0.2 3,403 -712 5
ON funds › ON SEMICONDUCTOR CORP NEW 0.0% +0.0% 0.2 2,559 +2,559 1
MIDD funds › MIDDLEBY CORP NEW 0.0% +0.0% 0.2 1,391 +1,391 1
IJS funds › ISHARES TR HOLD 0.0% +0.0% 0.2 1,750 +0 2
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.2 1,551 +1,551 1
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 0.2 880 +46 5
IEUS funds › ISHARES TR ADD 0.0% -0.0% 0.2 3,360 +112 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.0% -0.0% 0.2 2,527 -508 2
CASY funds › CASEYS GEN STORES INC HOLD 0.0% -0.0% 0.2 291 +0 2
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.2 732 -27 3
CRS funds › CARPENTER TECHNOLOGY CORP NEW 0.0% +0.0% 0.2 368 +368 1
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.2 2,335 -58 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 0.0% +0.0% 0.2 469 +469 1
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.2 1,251 +1,201 5
USFD funds › US FOODS HLDG CORP TRIM 0.0% -0.0% 0.2 2,162 -88 2
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 0.2 257 +257 1
SANM funds › SANMINA CORP NEW 0.0% +0.0% 0.2 866 +866 1
XEL funds › XCEL ENERGY INC HOLD 0.0% -0.0% 0.2 2,729 +0 4
KR funds › KROGER CO TRIM 0.0% -0.0% 0.2 3,926 -95 5
EBAY funds › EBAY INC. NEW 0.0% +0.0% 0.2 1,931 +1,931 1
NRG funds › NRG ENERGY INC TRIM 0.0% -0.0% 0.2 1,470 -1 5
ROK funds › ROCKWELL AUTOMATION INC NEW 0.0% +0.0% 0.2 430 +430 1
MO funds › ALTRIA GROUP INC NEW 0.0% +0.0% 0.2 2,958 +2,958 1
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 0.2 4,681 +4,681 1
FERG funds › FERGUSON ENTERPRISES INC TRIM 0.0% -0.0% 0.2 885 -21 2
DY funds › DYCOM INDS INC NEW 0.0% +0.0% 0.2 413 +413 1
TGT funds › TARGET CORP NEW 0.0% +0.0% 0.2 1,597 +1,597 1
CLH funds › CLEAN HARBORS INC NEW 0.0% +0.0% 0.2 686 +686 1
IWB funds › ISHARES TR NEW 0.0% +0.0% 0.2 500 +500 1
F funds › FORD MTR CO TRIM 0.0% +0.0% 0.2 14,685 -618 5
PHM funds › PULTE GROUP INC NEW 0.0% +0.0% 0.2 1,485 +1,485 1
R funds › RYDER SYS INC NEW 0.0% +0.0% 0.2 769 +769 1
PGR funds › PROGRESSIVE CORP NEW 0.0% +0.0% 0.2 923 +923 1
INV funds › INNVENTURE INC HOLD 0.0% +0.0% 0.2 30,460 +0 2
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -1,194 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.0% 0.0 0 -2,034 0
SLB funds › SLB LIMITED EXIT 0.0% -0.0% 0.0 0 -3,982 0
AVXC funds › AMERICAN CENTY ETF TR EXIT 0.0% -0.1% 0.0 0 -16,503 0
BP funds › BP PLC EXIT 0.0% -0.0% 0.0 0 -4,792 0
HAL funds › HALLIBURTON CO EXIT 0.0% -0.0% 0.0 0 -5,642 0
SGOV funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -2,409 0
EQT funds › EQT CORP EXIT 0.0% -0.0% 0.0 0 -3,367 0
HWM funds › HOWMET AEROSPACE INC EXIT 0.0% -0.0% 0.0 0 -1,003 0
MSI funds › MOTOROLA SOLUTIONS INC EXIT 0.0% -0.0% 0.0 0 -571 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 1,011 251 0.05 52% 0.043 0.706 in
2026Q1 891 231 0.10 52% 0.042 0.609 in
2025Q4 891 220 0.06 53% 0.051 0.653 in
2025Q3 820 201 0.04 54% 0.054 0.683 in
2025Q2 739 181 0.06 54% 0.053 0.676 entered
2025Q1 671 175 0.00 54% 0.050 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