Fund Universe

Left Brain Wealth Management, LLC

CIK 0001957370 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.063
AUM ($M)
332
Positions
99
Turnover
0.34
Top-10 wt
43%
Herfindahl
0.031
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

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

Holdings · 120 positions · portfolio value $332M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 9.0% -1.1% 29.7 148,498 +1,733 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 6.6% +0.5% 22.0 46,062 -211 5
MU funds › MICRON TECHNOLOGY INC ADD 4.4% +3.4% 14.6 12,629 +5,446 3
AMAT funds › APPLIED MATLS INC ADD 3.9% +2.8% 12.8 17,735 +10,086 2
ANET funds › ARISTA NETWORKS INC TRIM 3.7% +0.2% 12.2 72,101 -1,193 5
GE funds › GE AEROSPACE TRIM 3.2% +0.0% 10.6 28,283 -208 5
MPWR funds › MONOLITHIC PWR SYS INC ADD 3.1% +1.8% 10.4 7,491 +4,518 4
AMD funds › ADVANCED MICRO DEVICES INC ADD 3.1% +3.0% 10.2 17,528 +16,063 2
META funds › META PLATFORMS INC TRIM 3.0% -1.5% 10.1 17,870 -2,208 5
DELL funds › DELL TECHNOLOGIES INC NEW 3.0% +3.0% 9.8 22,773 +22,773 1
GOOGL funds › ALPHABET INC TRIM 3.0% -0.3% 9.8 27,444 -1,015 3
AVGO funds › BROADCOM INC TRIM 2.9% -0.3% 9.8 25,832 -709 5
AMLP funds › ALPS ETF TR TRIM ETP 2.3% -0.9% 7.7 149,437 -5,294 5
AMZN funds › AMAZON COM INC ADD 2.3% -0.3% 7.7 32,221 +307 5
BE funds › BLOOM ENERGY CORP ADD 2.3% +2.2% 7.6 25,254 +22,860 2
CRWD funds › CROWDSTRIKE HLDGS INC NEW 2.3% +2.3% 7.5 9,854 +9,854 1
VRT funds › VERTIV HOLDINGS CO ADD 2.2% +0.3% 7.4 22,233 +2,025 5
JPM funds › JPMORGAN CHASE & CO TRIM 2.1% -0.4% 7.1 21,616 -24 3
CB funds › CHUBB LIMITED TRIM 2.1% -0.5% 6.8 20,034 -231 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 1.9% -1.4% 6.2 45,678 -3,150 2
RCL funds › ROYAL CARIBBEAN GROUP ADD 1.7% +1.4% 5.7 17,845 +15,308 5
CAT funds › CATERPILLAR INC ADD 1.6% +0.3% 5.4 5,078 +368 2
IBKR funds › INTERACTIVE BROKERS GROUP IN ADD 1.6% +0.5% 5.4 61,984 +19,529 2
NVG funds › NUVEEN AMT FREE MUN CR INC F TRIM 1.6% -0.6% 5.3 413,881 -41,580 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 1.6% -0.6% 5.2 5,579 +10 5
V funds › VISA INC TRIM 1.6% -0.3% 5.2 15,207 -215 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 1.6% +1.4% 5.2 5,343 +4,608 4
UBER funds › UBER TECHNOLOGIES INC TRIM 1.5% -0.7% 5.0 68,766 -7,944 5
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 1.5% -0.0% 5.0 51,506 -2,303 5
GEV funds › GE VERNOVA INC NEW 1.1% +1.1% 3.7 3,191 +3,191 1
APH funds › AMPHENOL CORP TRIM 1.0% +0.0% 3.5 19,692 -590 3
NFLX funds › NETFLIX INC. ADD 1.0% +0.9% 3.4 48,208 +44,623 5
IEMG funds › ISHARES INC TRIM 1.0% -0.3% 3.3 40,301 -7,108 2
TSLA funds › TESLA INC ADD 1.0% -0.1% 3.3 7,733 +74 5
PLD funds › PROLOGIS INC. NEW 0.9% +0.9% 3.1 23,088 +23,088 1
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW 0.7% +0.7% 2.4 8,718 +8,718 1
ALAB funds › ASTERA LABS INC NEW 0.7% +0.7% 2.2 4,468 +4,468 1
MO funds › ALTRIA GROUP INC ADD 0.6% -0.1% 2.0 27,518 +246 5
QQQ funds › INVESCO QQQ TR TRIM 0.6% -0.3% 1.9 2,638 -1,388 2
CIEN funds › CIENA CORP ADD 0.6% +0.4% 1.9 3,925 +2,982 2
NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD 0.6% -0.0% 1.8 82,416 +13,538 5
HON funds › HONEYWELL INTL INC NEW 0.5% +0.5% 1.6 7,084 +7,084 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.5% +0.5% 1.6 7,084 +7,084 1
OHI funds › OMEGA HEALTHCARE INVS INC TRIM 0.4% -0.1% 1.3 27,299 -23 5
BKLN funds › INVESCO EXCH TRADED FD TR II TRIM 0.4% -0.2% 1.3 63,286 -10,928 5
SNDK funds › SANDISK CORP NEW 0.4% +0.4% 1.2 545 +545 1
NET funds › CLOUDFLARE INC ADD 0.4% +0.2% 1.2 4,745 +2,793 5
AAPL funds › APPLE INC ADD 0.3% +0.1% 1.1 3,911 +1,457 5
GOOG funds › ALPHABET INC ADD 0.3% +0.1% 1.0 2,768 +790 3
NBIS funds › NEBIUS GROUP N.V. NEW 0.3% +0.3% 0.9 3,165 +3,165 1
COHR funds › COHERENT CORP NEW 0.2% +0.2% 0.8 2,015 +2,015 1
APP funds › APPLOVIN CORP ADD 0.2% +0.1% 0.8 1,531 +679 5
AXON funds › AXON ENTERPRISE INC ADD 0.2% +0.1% 0.8 1,370 +576 5
DOCN funds › DIGITALOCEAN HLDGS INC NEW 0.2% +0.2% 0.8 4,780 +4,780 1
DSL funds › DOUBLELINE INCOME SOLUTIONS TRIM 0.2% -0.1% 0.7 64,090 -228 5
CWB funds › SPDR SERIES TRUST NEW 0.2% +0.2% 0.7 6,425 +6,425 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.2% +0.2% 0.7 2,194 +2,194 1
BP funds › BP PLC HOLD 0.2% -0.1% 0.6 16,753 +0 5
LITE funds › LUMENTUM HLDGS INC NEW 0.2% +0.2% 0.6 718 +718 1
AMGN funds › AMGEN INC TRIM 0.2% -0.1% 0.6 1,614 -173 5
NXT funds › NEXTPOWER INC ADD 0.2% -0.0% 0.6 4,832 +1,127 3
LRCX funds › LAM RESEARCH CORP NEW 0.2% +0.2% 0.5 1,250 +1,250 1
MTSI funds › MACOM TECH SOLUTIONS HLDGS I NEW 0.2% +0.2% 0.5 1,382 +1,382 1
SIMO funds › SILICON MOTION TECHNOLOGY CO NEW 0.2% +0.2% 0.5 1,570 +1,570 1
MKSI funds › MKS INC. NEW 0.1% +0.1% 0.5 1,070 +1,070 1
NVMI funds › NOVA LTD NEW 0.1% +0.1% 0.4 815 +815 1
DDOG funds › DATADOG INC NEW 0.1% +0.1% 0.4 1,685 +1,685 1
TER funds › TERADYNE INC NEW 0.1% +0.1% 0.4 900 +900 1
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.1% +0.1% 0.4 515 +515 1
ARM funds › ARM HOLDINGS PLC NEW 0.1% +0.1% 0.4 1,205 +1,205 1
RBRK funds › RUBRIK INC. NEW 0.1% +0.1% 0.4 5,250 +5,250 1
UNH funds › UNITEDHEALTH GROUP INC NEW 0.1% +0.1% 0.4 1,002 +1,002 1
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.1% -0.2% 0.4 546 -544 5
RDDT funds › REDDIT INC NEW 0.1% +0.1% 0.4 2,333 +2,333 1
HTGC funds › HERCULES CAPITAL INC ADD 0.1% +0.1% 0.4 25,358 +15,158 5
SFL funds › SFL CORPORATION LTD ADD 0.1% -0.0% 0.4 38,874 +6,947 3
JBL funds › JABIL INC NEW 0.1% +0.1% 0.4 1,000 +1,000 1
TTMI funds › TTM TECHNOLOGIES INC NEW 0.1% +0.1% 0.4 2,030 +2,030 1
IWF funds › ISHARES TR ADD 0.1% -0.0% 0.4 3,056 +2,292 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD 0.1% +0.0% 0.4 1,060 +60 2
MXL funds › MAXLINEAR INC NEW 0.1% +0.1% 0.3 2,700 +2,700 1
FIX funds › COMFORT SYS USA INC NEW 0.1% +0.1% 0.3 170 +170 1
BMEZ funds › BLACKROCK HEALTH SCIENCES TE ADD 0.1% -0.0% 0.3 20,544 +9 3
SMH funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.3 467 +467 1
PFE funds › PFIZER INC ADD 0.1% +0.0% 0.3 12,417 +4,769 2
KMI funds › KINDER MORGAN INC DEL HOLD 0.1% -0.0% 0.3 8,940 +0 5
KLAC funds › KLA CORP NEW 0.1% +0.1% 0.3 900 +900 1
KMB funds › KIMBERLY-CLARK CORP HOLD 0.1% -0.0% 0.3 2,460 +0 5
PL funds › PLANET LABS PBC NEW 0.1% +0.1% 0.3 7,650 +7,650 1
RIO funds › RIO TINTO PLC ADD 0.1% -0.0% 0.2 2,614 +365 2
BAND funds › BANDWIDTH INC NEW 0.1% +0.1% 0.2 3,900 +3,900 1
BSTZ funds › BLACKROCK SCIENCE & TECHNOLO NEW 0.1% +0.1% 0.2 7,838 +7,838 1
CEG funds › CONSTELLATION ENERGY CORP NEW 0.1% +0.1% 0.2 900 +900 1
CUSIP:09257WAE0 funds › BLACKSTONE MORTGAGE TRUST IN HOLD 0.1% -0.0% 0.2 220,000 +0 5
CLS funds › CELESTICA INC NEW 0.1% +0.1% 0.2 555 +555 1
EWY funds › ISHARES INC NEW 0.1% +0.1% 0.2 1,000 +1,000 1
SEZL funds › SEZZLE INC NEW 0.1% +0.1% 0.2 1,170 +1,170 1
STWD funds › STARWOOD PPTY TR INC HOLD 0.1% -0.0% 0.2 10,450 +0 5
CHY funds › CALAMOS CONV & HIGH INCOME F NEW 0.0% +0.0% 0.2 11,150 +11,150 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -1.2% 0.0 0 -13,784 0
ORLY funds › OREILLY AUTOMOTIVE INC EXIT 0.0% -1.4% 0.0 0 -39,447 0
GLD funds › SPDR GOLD TR EXIT 0.0% -1.5% 0.0 0 -9,039 0
OBDC funds › BLUE OWL CAPITAL CORPORATION EXIT 0.0% -0.0% 0.0 0 -10,000 0
BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT 0.0% -0.2% 0.0 0 -916 0
BIL funds › SPDR SERIES TRUST EXIT 0.0% -0.1% 0.0 0 -3,585 0
VEA funds › VANGUARD TAX-MANAGED FDS EXIT 0.0% -0.8% 0.0 0 -32,032 0
CELH funds › CELSIUS HLDGS INC EXIT 0.0% -0.1% 0.0 0 -5,975 0
NOW funds › SERVICENOW INC EXIT 0.0% -0.8% 0.0 0 -18,890 0
MCK funds › MCKESSON CORP EXIT 0.0% -2.4% 0.0 0 -6,994 0
WM funds › WASTE MGMT INC DEL EXIT 0.0% -2.4% 0.0 0 -26,246 0
WMT funds › WALMART INC EXIT 0.0% -1.7% 0.0 0 -35,501 0
COR funds › CENCORA INC EXIT 0.0% -1.5% 0.0 0 -11,979 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -2.7% 0.0 0 -46,477 0
ABBV funds › ABBVIE INC EXIT 0.0% -0.2% 0.0 0 -2,699 0
RIG funds › TRANSOCEAN LTD EXIT 0.0% -0.0% 0.0 0 -17,000 0
ROL funds › ROLLINS INC EXIT 0.0% -1.1% 0.0 0 -54,311 0
RSP funds › INVESCO EXCHANGE TRADED FD T EXIT 0.0% -2.7% 0.0 0 -35,223 0
CME funds › CME GROUP INC EXIT 0.0% -1.3% 0.0 0 -11,484 0
PGR funds › PROGRESSIVE CORP EXIT 0.0% -1.2% 0.0 0 -15,635 0
VIG funds › VANGUARD SPECIALIZED FUNDS EXIT 0.0% -0.1% 0.0 0 -1,250 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 332 99 0.34 43% 0.031 0.064 in
2026Q1 255 79 0.34 43% 0.032 0.062 in
2025Q4 289 84 0.12 46% 0.033 0.280 in
2025Q3 319 98 0.11 46% 0.031 0.311 in
2025Q2 284 96 0.25 44% 0.030 0.125 entered
2025Q1 229 89 0.00 42% 0.030 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