Fund Universe

Cardinal Point Capital Management ULC

CIK 0001950841 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.694
AUM ($M)
1,765
Positions
294
Turnover
0.06
Top-10 wt
44%
Herfindahl
0.033
History (qtrs)
6
Excess Return

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Holdings · 312 positions · portfolio value $1,765M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VTI funds › VANGUARD INDEX FDS ADD 13.0% +0.9% 229.1 619,030 +7,074 5
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 4.4% +0.2% 76.9 918,218 +13,347 5
DFAX funds › DIMENSIONAL ETF TRUST ADD 4.1% +0.0% 72.3 1,963,742 +14,722 5
USFR funds › WISDOMTREE TR TRIM 4.1% -0.5% 72.3 1,436,227 -38,211 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 4.0% -0.2% 70.0 1,186,491 +46,049 5
AAPL funds › APPLE INC ADD 4.0% +0.3% 69.8 241,074 +6,429 5
LRGF funds › ISHARES TR ADD 3.2% +0.2% 55.7 736,666 +4,777 5
DFAC funds › DIMENSIONAL ETF TRUST ADD 2.6% +0.2% 46.0 1,037,411 +9,596 5
RY funds › ROYAL BK CDA TRIM 2.3% +0.3% 39.8 192,782 -3,737 5
MUB funds › ISHARES TR ADD 2.2% -0.1% 39.6 368,010 +8,690 5
DBMF funds › LITMAN GREGORY FDS TR ADD 2.2% -0.1% 38.5 1,257,839 +23,542 5
GOOG funds › ALPHABET INC ADD 2.1% +0.4% 37.7 106,673 +5,472 5
TD funds › TORONTO DOMINION BK ONT TRIM 2.0% +0.3% 34.7 286,027 -6,974 5
PYLD funds › PIMCO ETF TR ADD 1.9% +0.0% 33.6 1,268,316 +84,515 5
BMO funds › BANK MONTREAL MEDIUM TRIM 1.8% +0.3% 31.0 175,545 -1,129 5
NVDA funds › NVIDIA CORPORATION ADD 1.7% +0.1% 30.8 153,736 +668 5
MINO funds › PIMCO ETF TR ADD 1.5% -0.1% 27.0 589,978 +4,200 4
VBIL funds › VANGUARD INSTL INDEX FD ADD 1.4% +0.1% 24.3 320,743 +47,638 2
IAU funds › ISHARES GOLD TR TRIM 1.3% -0.4% 22.3 295,330 -8,096 5
JPM funds › JPMORGAN CHASE & CO ADD 1.1% +0.0% 20.0 60,964 +66 5
SU funds › SUNCOR ENERGY INC NEW TRIM 1.1% -0.4% 19.9 370,018 -8,458 5
TFLO funds › ISHARES TR TRIM 1.1% -0.5% 18.9 373,096 -141,553 5
MFC funds › MANULIFE FINL CORP TRIM 1.1% +0.1% 18.9 465,926 -5,425 5
CSCO funds › CISCO SYS INC TRIM 1.1% -0.1% 18.7 159,168 -78,441 5
BNS funds › BANK NOVA SCOTIA B C TRIM 1.1% +0.1% 18.6 214,403 -1,122 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.0% -0.1% 18.5 72,763 -1,280 5
WMT funds › WALMART INC TRIM 1.0% -0.2% 18.1 159,441 -4,961 5
MSFT funds › MICROSOFT CORP ADD 1.0% -0.1% 17.9 47,939 +811 5
ENB funds › ENBRIDGE INC TRIM 1.0% -0.1% 17.4 321,142 -7,020 5
TRP funds › TC ENERGY CORP TRIM 0.9% -0.0% 16.7 252,072 -649 5
CNI funds › CANADIAN NATL RY CO TRIM 0.9% +0.1% 16.1 134,987 -127 5
SUNC funds › SUNOCOCORP LLC TRIM 0.8% +0.0% 13.7 201,830 -1,683 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.8% +0.0% 13.4 26,745 +2,224 5
PM funds › PHILIP MORRIS INTL INC ADD 0.8% +0.0% 13.3 73,386 +185 5
NEM funds › NEWMONT CORP TRIM 0.7% -0.2% 13.2 141,413 -1,157 5
CVS funds › CVS HEALTH CORP ADD 0.7% +0.2% 12.8 123,764 +1,024 5
FTLS funds › FIRST TR EXCH TRADED FD III ADD 0.6% +0.0% 11.3 153,708 +6,308 5
GOOGL funds › ALPHABET INC TRIM 0.6% +0.1% 11.3 31,484 -1,557 5
GDX funds › VANECK ETF TRUST TRIM 0.6% -0.2% 11.2 148,581 -1,250 5
AEM funds › AGNICO EAGLE MINES LTD ADD 0.6% -0.2% 11.0 70,836 +1,735 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.6% +0.1% 11.0 39,033 +1,729 5
RCI funds › ROGERS COMMUNICATIONS INC TRIM 0.6% -0.2% 10.8 331,090 -1,968 5
BBUC funds › BROOKFIELD BUSINESS CORP ADD 0.6% -0.1% 10.6 354,970 +1,965 2
VTEB funds › VANGUARD MUN BD FDS TRIM 0.6% -0.1% 10.4 204,989 -15,207 2
ORCL funds › ORACLE CORP ADD 0.6% -0.0% 10.3 70,256 +408 5
OTEX funds › OPEN TEXT CORP ADD 0.6% -0.0% 9.9 447,449 +560 5
PEP funds › PEPSICO INC ADD 0.6% -0.1% 9.7 71,831 +300 5
CNQ funds › CANADIAN NAT RES LTD MED TER ADD 0.5% -0.2% 9.2 232,108 +1,914 5
AMZN funds › AMAZON COM INC ADD 0.5% +0.0% 9.1 38,097 +973 5
TSLA funds › TESLA INC ADD 0.5% +0.0% 8.8 21,033 +291 5
FDX funds › FEDEX CORP TRIM 0.5% -0.1% 8.8 28,152 -555 5
DFSU funds › DIMENSIONAL ETF TRUST TRIM 0.5% +0.0% 8.5 182,564 -250 5
GIB funds › CGI INC ADD 0.5% -0.1% 8.0 124,257 +4,307 5
PFE funds › PFIZER INC ADD 0.5% -0.1% 8.0 332,062 +2,955 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.4% -0.0% 7.8 8,366 +336 5
V funds › VISA INC TRIM 0.4% +0.0% 7.6 22,017 -65 5
VGT funds › VANGUARD WORLD FD ADD 0.4% +0.1% 6.3 52,872 +45,935 5
FIX funds › COMFORT SYS USA INC ADD 0.4% +0.1% 6.2 3,149 +4 5
VOO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 5.8 8,447 +437 5
GLW funds › CORNING INC TRIM 0.3% +0.1% 5.7 22,177 -700 5
VTRS funds › VIATRIS INC ADD 0.3% +0.0% 5.2 329,921 +1,240 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.3% +0.0% 5.1 6,847 +151 5
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.0% 4.6 6,297 +202 5
CMCSA funds › COMCAST CORP NEW ADD 0.3% -0.1% 4.5 183,145 +5,240 5
MCD funds › MCDONALDS CORP ADD 0.2% -0.0% 3.4 12,529 +90 5
CM funds › CANADIAN IMPERIAL BANK OF CO ADD 0.2% +0.0% 3.3 29,132 +883 5
DFSI funds › DIMENSIONAL ETF TRUST ADD 0.2% -0.0% 3.3 73,261 +9 5
DIS funds › DISNEY WALT CO TRIM 0.2% -0.1% 3.0 31,552 -6,785 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.2% +0.0% 2.8 14,737 -285 5
VTV funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 2.7 12,584 -1,038 3
SLF funds › SUN LIFE FINANCIAL INC. ADD 0.2% +0.0% 2.7 34,281 +550 5
AIRR funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% +0.1% 2.6 19,245 +15,475 2
MU funds › MICRON TECHNOLOGY INC ADD 0.1% +0.1% 2.5 2,188 +49 4
TAC funds › TRANSALTA CORP TRIM 0.1% -0.0% 2.5 182,560 -100 5
PWRD funds › TCW ETF TRUST ADD 0.1% +0.0% 2.5 20,215 +6 2
IVV funds › ISHARES TR ADD 0.1% +0.1% 2.5 3,289 +1,750 5
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 2.4 42,876 +4,807 5
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 2.4 4,299 -10 5
BGSI funds › BOYD GROUP SERVICES INC ADD 0.1% -0.0% 2.4 25,505 +5,410 3
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 2.3 1,967 +142 5
C funds › CITIGROUP INC TRIM 0.1% +0.0% 2.3 16,357 -382 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.1% +0.0% 2.3 5,473 +482 5
SUSB funds › ISHARES TR ADD 0.1% -0.0% 2.3 91,001 +275 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 2.2 25,788 +20,922 2
BN funds › BROOKFIELD CORP TRIM 0.1% -0.0% 2.2 52,006 -100 5
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.1% +0.1% 2.2 14,602 +14,602 1
ITA funds › ISHARES TR ADD 0.1% +0.0% 2.1 8,780 +510 5
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 2.1 8,437 +479 5
EAOR funds › ISHARES TR TRIM 0.1% -0.0% 2.0 53,915 -7,655 5
EL funds › LAUDER ESTEE COS INC ADD 0.1% +0.0% 2.0 25,745 +2,815 5
YETI funds › YETI HLDGS INC TRIM 0.1% +0.0% 2.0 39,400 -2,095 5
CAE funds › CAE INC ADD 0.1% +0.0% 1.9 77,661 +22,400 5
TU funds › TELUS CORPORATION ADD 0.1% -0.0% 1.9 178,947 +4,484 5
VBR funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.8 7,612 +117 2
AGI funds › ALAMOS GOLD INC HOLD 0.1% -0.1% 1.8 60,000 +0 5
EAOA funds › ISHARES TR ADD 0.1% +0.0% 1.8 39,025 +5,485 5
MGNI funds › MAGNITE INC TRIM 0.1% +0.0% 1.7 92,150 -2,800 5
CRBN funds › ISHARES TR TRIM 0.1% +0.0% 1.7 6,794 -74 5
IWF funds › ISHARES TR ADD 0.1% +0.0% 1.7 13,487 +10,441 5
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 1.6 22,565 +369 5
BAI funds › BLACKROCK ETF TRUST HOLD 0.1% +0.0% 1.6 29,739 +0 2
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 1.5 36,121 -250 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.1% -0.0% 1.5 2 +0 5
ABFL funds › ABACUS FCF ETF TR ADD 0.1% +0.0% 1.5 17,136 +13 2
BCE funds › BCE INC ADD 0.1% -0.0% 1.4 66,954 +3,218 5
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.1% +0.0% 1.4 1,414 +0 5
IJH funds › ISHARES TR ADD 0.1% +0.0% 1.4 18,002 +1,392 5
CL funds › COLGATE PALMOLIVE CO TRIM 0.1% -0.0% 1.4 15,138 -2,531 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% -0.0% 1.4 9,941 -409 5
EAGG funds › ISHARES TR ADD 0.1% -0.0% 1.3 27,144 +6 5
NKE funds › NIKE INC TRIM 0.1% -0.1% 1.3 30,900 -10,410 5
HD funds › HOME DEPOT INC ADD 0.1% +0.0% 1.3 3,574 +360 5
GILD funds › GILEAD SCIENCES INC TRIM 0.1% -0.0% 1.2 9,748 -300 5
GLD funds › SPDR GOLD TR ADD 0.1% -0.0% 1.2 3,317 +120 5
VXUS funds › VANGUARD STAR FDS TRIM 0.1% -0.0% 1.2 14,229 -939 2
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 1.2 1,008 +67 5
IYW funds › ISHARES TR TRIM 0.1% +0.0% 1.2 4,775 -74 2
LUV funds › SOUTHWEST AIRLS CO TRIM 0.1% +0.0% 1.2 22,926 -705 5
QUAL funds › ISHARES TR TRIM 0.1% +0.0% 1.1 5,225 -18 5
IGV funds › ISHARES TR ADD 0.1% +0.0% 1.1 12,565 +1,300 2
EWC funds › ISHARES INC ADD 0.1% -0.0% 1.1 19,603 +199 5
PBA funds › PEMBINA PIPELINE CORP TRIM 0.1% -0.0% 1.1 24,316 -200 5
XLF funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 1.1 20,721 -166 2
BIP funds › BROOKFIELD INFRASTRUCTURE PA TRIM 0.1% -0.0% 1.1 30,469 -4,332 5
FIVN funds › FIVE9 INC ADD 0.1% +0.0% 1.0 48,590 +2,600 5
BEP funds › BROOKFIELD RENEWABLE ENERGY ADD 0.1% +0.0% 1.0 29,397 +2,326 5
ICLN funds › ISHARES TR TRIM 0.1% +0.0% 1.0 48,133 -1,048 5
DFSE funds › DIMENSIONAL ETF TRUST TRIM 0.1% +0.0% 1.0 19,898 -78 5
PG funds › PROCTER & GAMBLE CO HOLD 0.1% -0.0% 1.0 6,598 +0 5
UBER funds › UBER TECHNOLOGIES INC TRIM 0.1% -0.0% 0.9 12,893 -5,265 5
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.1% +0.0% 0.9 10,572 +0 5
PJUL funds › INNOVATOR ETFS TRUST HOLD 0.1% -0.0% 0.9 18,408 +0 5
EQX funds › EQUINOX GOLD CORP TRIM 0.1% -0.0% 0.9 92,300 -8,625 5
AIOT funds › POWERFLEET INC ADD 0.1% +0.0% 0.9 233,300 +97,500 5
CUSIP:45782C367 funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.9 26,550 +0 5
TJX funds › TJX COS INC NEW HOLD 0.0% -0.0% 0.9 5,765 +0 5
WM funds › WASTE MGMT INC DEL ADD 0.0% +0.0% 0.9 3,892 +1,217 5
MS funds › MORGAN STANLEY ADD 0.0% +0.0% 0.8 4,043 +1,278 5
CVE funds › CENOVUS ENERGY INC HOLD 0.0% -0.0% 0.8 33,842 +0 5
EFA funds › ISHARES TR TRIM 0.0% -0.0% 0.8 7,953 -237 5
PPTA funds › PERPETUA RESOURCES CORP ADD 0.0% -0.0% 0.8 39,800 +2,300 5
VXF funds › VANGUARD INDEX FDS HOLD 0.0% +0.0% 0.8 3,304 +0 2
MRK funds › MERCK & CO INC HOLD 0.0% -0.0% 0.8 6,290 +0 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% +0.0% 0.8 3,781 -5 2
DGRO funds › ISHARES TR TRIM 0.0% -0.0% 0.8 10,415 -103 5
TFII funds › TFI INTERNATIONAL INC HOLD 0.0% +0.0% 0.8 5,290 +0 5
SPLV funds › INVESCO EXCH TRADED FD TR II ADD 0.0% -0.0% 0.7 9,909 +29 2
VNQ funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.7 7,670 -92 3
AVGO funds › BROADCOM INC TRIM 0.0% +0.0% 0.7 1,948 -89 2
MA funds › MASTERCARD INCORPORATED TRIM 0.0% -0.0% 0.7 1,409 -500 5
SKE funds › SKEENA RES LTD NEW HOLD 0.0% -0.0% 0.7 27,000 +0 5
CMI funds › CUMMINS INC HOLD 0.0% +0.0% 0.7 1,000 +0 5
QXO funds › QXO INC ADD 0.0% +0.0% 0.7 40,721 +17,141 3
IWB funds › ISHARES TR ADD 0.0% +0.0% 0.7 1,712 +362 5
AVUV funds › AMERICAN CENTY ETF TR TRIM 0.0% -0.0% 0.7 5,610 -420 5
DFAU funds › DIMENSIONAL ETF TRUST ADD 0.0% +0.0% 0.7 13,519 +32 5
FTS funds › FORTIS INC ADD 0.0% +0.0% 0.7 12,115 +1,500 5
SOBO funds › SOUTH BOW CORP ADD 0.0% -0.0% 0.7 19,307 +400 5
ODV funds › OSISKO DEVELOPMENT CORP ADD 0.0% -0.0% 0.7 271,550 +73,550 5
BGRN funds › ISHARES TR ADD 0.0% -0.0% 0.7 13,841 +3 5
REMX funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.7 7,375 +0 5
IRM funds › IRON MTN INC DEL TRIM 0.0% -0.0% 0.6 5,033 -872 5
CVX funds › CHEVRON CORPORATION ADD 0.0% -0.0% 0.6 3,800 +250 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.6 10,818 +55 5
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.6 18,936 -1,716 2
NTR funds › NUTRIEN LTD HOLD 0.0% -0.0% 0.6 9,353 +0 5
JIRE funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% +0.0% 0.6 7,128 +0 2
SCHX funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.6 19,566 +5,628 5
WPM funds › WHEATON PRECIOUS METALS CORP HOLD 0.0% -0.0% 0.6 5,118 +0 5
SHOP funds › SHOPIFY INC NEW 0.0% +0.0% 0.6 5,023 +5,023 1
BOXX funds › EA SERIES TRUST ADD 0.0% -0.0% 0.6 4,875 +260 4
KMB funds › KIMBERLY-CLARK CORP ADD 0.0% +0.0% 0.6 5,147 +935 2
MCK funds › MCKESSON CORP TRIM 0.0% -0.0% 0.6 740 -23 5
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.6 1,845 -525 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.0% +0.0% 0.6 954 +954 1
IEFA funds › ISHARES TR ADD 0.0% +0.0% 0.6 5,719 +336 5
B funds › BARRICK MNG CORP ADD 0.0% -0.0% 0.6 15,050 +1,135 5
PJUN funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.6 12,770 +0 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.0% +0.0% 0.6 1,277 -23 3
DBC funds › INVESCO DB COMMDY INDX TRCK HOLD 0.0% -0.0% 0.5 20,450 +0 4
BMM funds › BLUE MOON METALS INC NEW 0.0% +0.0% 0.5 85,000 +85,000 1
TXT funds › TEXTRON INC ADD 0.0% -0.0% 0.5 5,693 +118 5
MSCI funds › MSCI INC NEW 0.0% +0.0% 0.5 931 +931 1
CUSIP:921910733 funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.5 3,923 +963 4
CRWV funds › COREWEAVE INC HOLD 0.0% +0.0% 0.5 5,200 +0 2
AMAT funds › APPLIED MATLS INC ADD 0.0% +0.0% 0.5 709 +28 2
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 0.5 1,195 +425 5
VRT funds › VERTIV HOLDINGS CO ADD 0.0% +0.0% 0.5 1,468 +608 2
ETSY funds › ETSY INC TRIM 0.0% +0.0% 0.5 6,510 -1,225 5
CLS funds › CELESTICA INC NEW 0.0% +0.0% 0.5 1,295 +1,295 1
TECK funds › TECK RESOURCES LTD HOLD 0.0% +0.0% 0.5 7,900 +0 3
ARIS funds › ARIS MINING CORPORATION TRIM 0.0% -0.0% 0.5 31,325 -1,925 5
AAUC funds › ALLIED GOLD CORP ADD 0.0% -0.0% 0.5 19,320 +3,867 5
SBUX funds › STARBUCKS CORP HOLD 0.0% +0.0% 0.5 4,475 +0 5
VCSH funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.5 5,700 +5,700 1
KO funds › COCA COLA CO NEW 0.0% +0.0% 0.4 5,220 +5,220 1
DDFJ funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.4 21,200 +0 2
INTC funds › INTEL CORP NEW 0.0% +0.0% 0.4 2,987 +2,987 1
SGOL funds › ETFS GOLD TR HOLD 0.0% -0.0% 0.4 10,892 +0 4
MOS funds › MOSAIC CO ADD 0.0% -0.0% 0.4 19,500 +2,175 2
SCHK funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.4 11,400 +11,400 1
PAAS funds › PAN AMERN SILVER CORP TRIM 0.0% -0.0% 0.4 9,154 -1,225 5
SLSR funds › SOLARIS RES INC TRIM 0.0% -0.0% 0.4 48,300 -6,200 5
SWK funds › STANLEY BLACK & DECKER INC ADD 0.0% +0.0% 0.4 4,235 +60 5
BTG funds › B2GOLD CORP TRIM 0.0% -0.0% 0.4 104,950 -7,300 5
DFAI funds › DIMENSIONAL ETF TRUST ADD 0.0% -0.0% 0.4 9,500 +108 5
AOR funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,556 -155 5
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.4 4,650 -2,795 5
BA funds › BOEING CO TRIM 0.0% -0.0% 0.4 1,770 -200 5
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.4 2,547 +579 5
HEI funds › HEICO CORP NEW HOLD 0.0% +0.0% 0.4 1,055 +0 4
IXN funds › ISHARES TR HOLD 0.0% +0.0% 0.4 2,600 +0 5
ECL funds › ECOLAB INC TRIM 0.0% -0.0% 0.4 1,332 -9 5
HRL funds › HORMEL FOODS CORP ADD 0.0% +0.0% 0.4 14,925 +1,825 5
SGOV funds › ISHARES TR TRIM 0.0% -0.0% 0.4 3,672 -651 2
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% +0.0% 0.4 3,425 +500 4
BAM funds › BROOKFIELD ASSET MANAGMT LTD TRIM 0.0% -0.0% 0.4 8,020 -71 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 0.3 2,203 +40 5
GDXJ funds › VANECK ETF TRUST ADD 0.0% -0.0% 0.3 3,525 +400 5
VB funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.3 1,139 -216 2
BFB funds › BROWN FORMAN CORP ADD 0.0% -0.0% 0.3 12,875 +225 5
XOP funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.3 2,225 +75 5
AOA funds › ISHARES TR TRIM 0.0% -0.0% 0.3 3,487 -505 4
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.3 445 +445 1
ASML funds › ASML HLDG NV HOLD 0.0% +0.0% 0.3 169 +0 2
CUSIP:97717X594 funds › WISDOMTREE TR HOLD 0.0% +0.0% 0.3 6,350 +0 5
SHLD funds › GLOBAL X FDS HOLD 0.0% -0.0% 0.3 5,547 +0 2
FSLR funds › FIRST SOLAR INC HOLD 0.0% +0.0% 0.3 1,405 +0 5
EEM funds › ISHARES TR HOLD 0.0% +0.0% 0.3 4,750 +0 4
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.3 1,972 +1,972 1
DG funds › DOLLAR GEN CORP ADD 0.0% +0.0% 0.3 2,770 +850 5
SNPS funds › SYNOPSYS INC ADD 0.0% +0.0% 0.3 710 +163 4
LOW funds › LOWES COS INC HOLD 0.0% -0.0% 0.3 1,405 +0 5
TAP funds › MOLSON COORS BEVERAGE CO ADD 0.0% +0.0% 0.3 7,925 +2,425 2
GIL funds › GILDAN ACTIVEWEAR INC HOLD 0.0% -0.0% 0.3 6,000 +0 3
BAX funds › BAXTER INTL INC ADD 0.0% +0.0% 0.3 14,475 +225 3
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.3 5,796 -205 3
IAG funds › IAMGOLD CORP TRIM 0.0% -0.0% 0.3 19,275 -25 5
PNOV funds › INNOVATOR ETFS TRUST HOLD 0.0% +0.0% 0.3 6,770 +0 5
GFL funds › GFL ENVIRONMENTAL INC NEW 0.0% +0.0% 0.3 8,175 +8,175 1
KAPR funds › INNOVATOR ETFS TRUST HOLD 0.0% +0.0% 0.3 7,360 +0 5
PAVE funds › GLOBAL X FDS NEW 0.0% +0.0% 0.3 4,877 +4,877 1
PAUG funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.3 6,295 +0 5
EZU funds › ISHARES INC HOLD 0.0% +0.0% 0.3 4,110 +0 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.0% -0.0% 0.3 3,983 -844 4
IYJ funds › ISHARES TR HOLD 0.0% +0.0% 0.3 1,700 +0 5
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.0% -0.0% 0.3 8,498 -1,525 5
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.0% -0.0% 0.3 672 -55 5
FNV funds › FRANCO NEV CORP HOLD 0.0% -0.0% 0.3 1,325 +0 5
UL funds › UNILEVER PLC NEW 0.0% +0.0% 0.3 4,552 +4,552 1
DIA funds › STATE STR SPDR DOW JONES IND HOLD 0.0% +0.0% 0.3 510 +0 5
AG funds › FIRST MAJESTIC SILVER CORP TRIM 0.0% -0.0% 0.3 15,675 -25 5
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.3 2,231 +25 2
PSEP funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.3 5,690 +0 5
BEPC funds › BROOKFIELD RENEWABLE CORP TRIM 0.0% -0.0% 0.3 7,043 -25 5
TGT funds › TARGET CORP TRIM 0.0% -0.0% 0.3 2,000 -100 3
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.3 2,869 -1,133 5
ASA funds › ASA GOLD AND PRECIOUS MTLS L HOLD 0.0% -0.0% 0.3 5,000 +0 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% +0.0% 0.3 646 +150 2
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.3 4,295 -933 5
MPC funds › MARATHON PETE CORP HOLD 0.0% -0.0% 0.3 1,000 +0 3
WHR funds › WHIRLPOOL CORP ADD 0.0% +0.0% 0.3 6,400 +2,400 2
KGC funds › KINROSS GOLD CORP TRIM 0.0% -0.0% 0.3 10,675 -75 5
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.2 8,481 +0 5
CARR funds › CARRIER GLOBAL CORPORATION NEW 0.0% +0.0% 0.2 3,340 +3,340 1
IYM funds › ISHARES TR HOLD 0.0% -0.0% 0.2 1,365 +0 4
AON funds › AON PLC TRIM 0.0% -0.0% 0.2 723 -113 2
SHEL funds › SHELL PLC TRIM 0.0% -0.0% 0.2 3,080 -32 2
VZLA funds › VIZSLA SILVER CORP ADD 0.0% +0.0% 0.2 72,800 +39,800 2
TCBI funds › TEXAS CAP BANCSHARES INC HOLD 0.0% +0.0% 0.2 2,300 +0 3
VLO funds › VALERO ENERGY CORP ADD 0.0% +0.0% 0.2 903 +69 2
APD funds › AIR PRODUCTS AND CHEMICALS I HOLD 0.0% -0.0% 0.2 800 +0 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.0% +0.0% 0.2 241 +241 1
IJAN funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.2 6,100 +0 5
QSR funds › RESTAURANT BRANDS INTL INC HOLD 0.0% -0.0% 0.2 3,197 +0 5
LRCX funds › LAM RESEARCH CORP NEW 0.0% +0.0% 0.2 518 +518 1
AOM funds › ISHARES TR TRIM 0.0% -0.0% 0.2 4,454 -130 5
ADM funds › ARCHER DANIELS MIDLAND CO TRIM 0.0% -0.0% 0.2 2,900 -2,100 5
IEMG funds › ISHARES INC TRIM 0.0% -0.0% 0.2 2,653 -759 2
CRM funds › SALESFORCE INC HOLD 0.0% -0.0% 0.2 1,400 +0 5
EW funds › EDWARDS LIFESCIENCES CORP NEW 0.0% +0.0% 0.2 2,392 +2,392 1
DXCM funds › DEXCOM INC NEW 0.0% +0.0% 0.2 3,200 +3,200 1
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.0% +0.0% 0.2 255 +255 1
RTX funds › RTX CORPORATION HOLD 0.0% -0.0% 0.2 1,100 +0 3
BTI funds › BRITISH AMERN TOB PLC TRIM 0.0% -0.0% 0.2 3,377 -287 2
WDC funds › WESTERN DIGITAL CORP NEW 0.0% +0.0% 0.2 325 +325 1
RIVN funds › RIVIAN AUTOMOTIVE INC NEW 0.0% +0.0% 0.2 11,919 +11,919 1
FNDX funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 6,637 +6,637 1
IGM funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,251 +1,251 1
FSM funds › FORTUNA MNG CORP TRIM 0.0% -0.0% 0.2 19,275 -3,375 5
ITRG funds › INTEGRA RES CORP HOLD 0.0% -0.0% 0.2 70,000 +0 2
LYG funds › LLOYDS BANKING GROUP PLC NEW 0.0% +0.0% 0.1 24,987 +24,987 1
VMD funds › VIEMED HEALTHCARE INC HOLD 0.0% +0.0% 0.1 12,480 +0 5
HDSN funds › HUDSON TECHNOLOGIES INC HOLD 0.0% -0.0% 0.1 12,850 +0 5
PUBM funds › PUBMATIC INC EXIT 0.0% -0.0% 0.0 0 -71,500 0
T funds › AT&T INC EXIT 0.0% -0.0% 0.0 0 -8,875 0
IWD funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -1,458 0
GE funds › GE AEROSPACE EXIT 0.0% -0.0% 0.0 0 -1,072 0
HRI funds › HERC HLDGS INC EXIT 0.0% -0.0% 0.0 0 -3,756 0
FBND funds › FIDELITY MERRIMACK STR TR EXIT 0.0% -0.0% 0.0 0 -5,550 0
CDNS funds › CADENCE DESIGN SYSTEM INC EXIT 0.0% -0.1% 0.0 0 -2,965 0
BSV funds › VANGUARD BD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -3,143 0
BKNG funds › BOOKING HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -70 0
COF funds › CAPITAL ONE FINL CORP EXIT 0.0% -0.0% 0.0 0 -1,240 0
AVUS funds › AMERICAN CENTY ETF TR EXIT 0.0% -0.0% 0.0 0 -3,829 0
VO funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -794 0
AZN funds › ASTRAZENECA PLC EXIT 0.0% -0.0% 0.0 0 -1,210 0
BOND funds › PIMCO ETF TR EXIT 0.0% -0.0% 0.0 0 -2,311 0
KVUE funds › KENVUE INC EXIT 0.0% -0.3% 0.0 0 -257,127 0
TTE funds › TOTALENERGIES SE EXIT 0.0% -0.0% 0.0 0 -2,323 0
AZO funds › AUTOZONE INC EXIT 0.0% -0.0% 0.0 0 -85 0
BNDX funds › VANGUARD CHARLOTTE FDS EXIT 0.0% -0.0% 0.0 0 -6,946 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 1,765 294 0.06 44% 0.033 0.690 in
2026Q1 1,631 286 0.09 43% 0.031 0.639 in
2025Q4 1,530 260 0.05 45% 0.034 0.662 in
2025Q3 1,429 266 0.06 46% 0.034 0.648 in
2025Q2 1,262 242 0.09 46% 0.035 0.616 entered
2025Q1 1,088 179 0.00 49% 0.038 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