Fund Universe

Capitolis Liquid Global Markets LLC

CIK 0001960050 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.598
AUM ($M)
16,767
Positions
317
Turnover
0.27
Top-10 wt
41%
Herfindahl
0.023
History (qtrs)
4
Excess Return

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Holdings · 383 positions · portfolio value $16,767M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 6.6% -1.6% 1,110.5 5,954,156 +420,681 3
META funds › META PLATFORMS INC ADD 5.0% +0.0% 841.1 1,274,241 +424,441 3
AAPL funds › APPLE INC ADD 4.7% +0.3% 793.6 2,919,147 +728,679 3
AVGO funds › BROADCOM INC ADD 4.7% -1.3% 783.1 2,262,678 +9,728 3
MSFT funds › MICROSOFT CORP ADD 4.6% -0.4% 765.5 1,582,878 +375,268 3
GOOGL funds › ALPHABET INC ADD 4.3% +0.9% 728.7 2,328,259 +544,562 3
BAC funds › BANK AMERICA CORP TRIM 4.1% -1.1% 682.4 12,406,855 -89,381 3
AMZN funds › AMAZON COM INC ADD 3.4% -0.4% 563.4 2,440,703 +305,816 3
COST funds › COSTCO WHSL CORP NEW ADD 2.1% -0.1% 358.2 415,428 +111,546 3
JPM funds › JPMORGAN CHASE & CO. ADD 1.8% -0.1% 304.4 944,735 +180,477 3
LLY funds › ELI LILLY & CO TRIM 1.7% -0.5% 285.1 265,299 -88,801 3
ISRG funds › INTUITIVE SURGICAL INC ADD 1.7% +1.5% 285.0 503,171 +460,171 3
GOOG funds › ALPHABET INC ADD 1.7% +0.5% 281.5 897,067 +286,867 3
MA funds › MASTERCARD INCORPORATED ADD 1.5% -0.3% 259.5 454,500 +51,200 3
CSCO funds › CISCO SYS INC ADD 1.4% -0.2% 234.8 3,048,500 +182,172 3
SCHW funds › SCHWAB CHARLES CORP ADD 1.2% +0.2% 199.6 1,997,600 +750,000 3
KVUE funds › KENVUE INC ADD 1.1% +1.0% 188.9 10,950,999 +10,050,999 3
PEP funds › PEPSICO INC ADD 1.1% +0.4% 188.7 1,315,008 +633,008 3
BKNG funds › BOOKING HOLDINGS INC ADD 1.1% -0.1% 184.0 34,367 +7,067 3
WMT funds › WALMART INC TRIM 1.1% -0.3% 182.9 1,641,803 -3,197 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 1.0% -0.7% 169.5 337,227 -101,133 3
MS funds › MORGAN STANLEY ADD 1.0% +0.6% 163.3 919,795 +617,795 3
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.9% +0.7% 158.2 890,229 +740,460 3
ABBV funds › ABBVIE INC ADD 0.9% -0.2% 153.8 673,317 +82,246 3
EA funds › ELECTRONIC ARTS INC NEW 0.9% +0.9% 149.9 733,738 +733,738 1
CRM funds › SALESFORCE INC TRIM 0.9% -0.8% 148.6 560,979 -335,319 3
QCOM funds › QUALCOMM INC ADD 0.9% +0.5% 147.7 863,370 +592,970 3
PGR funds › PROGRESSIVE CORP TRIM 0.9% -0.5% 147.6 648,000 -26,500 3
LUV funds › SOUTHWEST AIRLS CO ADD 0.8% +0.3% 142.3 3,443,500 +1,169,150 3
VEA funds › VANGUARD TAX-MANAGED FDS NEW 0.8% +0.8% 142.1 2,275,100 +2,275,100 1
SJM funds › SMUCKER J M CO ADD 0.8% -0.1% 128.2 1,311,000 +271,000 2
TSLA funds › TESLA INC ADD 0.7% -0.2% 124.3 276,367 +967 3
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC NEW 0.7% +0.7% 123.0 3,045,200 +3,045,200 1
KLAC funds › KLA CORP ADD 0.7% +0.4% 122.4 100,774 +63,774 3
FISV funds › FISERV INC ADD 0.7% -0.9% 114.1 1,698,950 +173,200 3
USB funds › US BANCORP DEL ADD 0.7% +0.5% 111.1 2,081,500 +1,748,600 2
NOW funds › SERVICENOW INC ADD 0.6% +0.2% 106.8 697,140 +641,140 2
PG funds › PROCTER AND GAMBLE CO ADD 0.6% -0.1% 105.8 738,022 +164,222 3
INTU funds › INTUIT ADD 0.6% +0.3% 104.7 158,000 +103,000 3
HD funds › HOME DEPOT INC ADD 0.6% +0.5% 99.6 289,517 +262,317 3
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.6% +0.6% 97.6 455,913 +455,913 1
KO funds › COCA COLA CO ADD 0.6% +0.2% 96.6 1,382,032 +672,032 3
SE funds › SEA LTD NEW 0.5% +0.5% 86.0 673,970 +673,970 1
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.5% +0.5% 85.6 3,563,000 +3,563,000 1
VCIT funds › VANGUARD SCOTTSDALE FDS NEW 0.5% +0.5% 84.4 1,008,300 +1,008,300 1
NSC funds › NORFOLK SOUTHN CORP NEW 0.5% +0.5% 83.4 288,900 +288,900 1
ROP funds › ROPER TECHNOLOGIES INC NEW 0.5% +0.5% 82.3 185,000 +185,000 1
CSGP funds › COSTAR GROUP INC NEW 0.5% +0.5% 79.6 1,184,000 +1,184,000 1
ADI funds › ANALOG DEVICES INC TRIM 0.5% -0.4% 79.2 292,000 -140,000 3
CL funds › COLGATE PALMOLIVE CO ADD 0.5% -0.0% 77.5 980,627 +191,127 3
AMAT funds › APPLIED MATLS INC ADD 0.5% +0.2% 77.4 301,328 +126,328 3
MU funds › MICRON TECHNOLOGY INC ADD 0.4% +0.2% 73.4 257,000 +108,200 3
TXN funds › TEXAS INSTRS INC ADD 0.4% -0.1% 72.8 419,492 +87,492 3
MCD funds › MCDONALDS CORP TRIM 0.4% -0.3% 71.1 232,582 -62,918 3
GILD funds › GILEAD SCIENCES INC ADD 0.4% +0.1% 70.7 576,000 +212,000 2
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.4% +0.0% 70.6 121,812 +23,812 3
NFLX funds › NETFLIX INC NEW 0.4% +0.4% 70.2 749,159 +749,159 1
UNH funds › UNITEDHEALTH GROUP INC ADD 0.4% +0.4% 69.3 209,940 +200,940 3
FIS funds › FIDELITY NATL INFORMATION SV NEW 0.4% +0.4% 62.3 937,000 +937,000 1
CUSIP:438516106 funds › HONEYWELL INTL INC ADD 0.4% +0.2% 62.3 319,175 +233,175 2
REGN funds › REGENERON PHARMACEUTICALS ADD 0.4% +0.0% 61.7 80,000 +5,000 3
GLDM funds › WORLD GOLD TR TRIM 0.4% -0.1% 61.5 720,200 -400 3
ORCL funds › ORACLE CORP NEW 0.4% +0.4% 61.4 315,000 +315,000 1
C funds › CITIGROUP INC HOLD 0.4% -0.1% 61.3 525,000 +0 3
GPCR funds › STRUCTURE THERAPEUTICS INC NEW 0.4% +0.4% 61.1 878,300 +878,300 1
FDX funds › FEDEX CORP NEW 0.4% +0.4% 61.0 211,305 +211,305 1
ANET funds › ARISTA NETWORKS INC ADD 0.4% -0.1% 59.2 451,954 +43,954 3
COR funds › CENCORA INC NEW 0.3% +0.3% 55.8 165,200 +165,200 1
GDXJ funds › VANECK ETF TRUST NEW 0.3% +0.3% 55.3 486,000 +486,000 1
UNP funds › UNION PAC CORP TRIM 0.3% -0.2% 53.2 230,000 -34,000 3
TAL funds › TAL EDUCATION GROUP TRIM 0.3% -0.3% 52.1 4,779,700 -2,281,700 3
TIP funds › ISHARES TR ADD 0.3% +0.3% 52.0 473,000 +423,000 3
ROST funds › ROSS STORES INC NEW 0.3% +0.3% 51.3 285,000 +285,000 1
FXI funds › ISHARES TR ADD 0.3% +0.1% 50.7 1,324,000 +626,000 3
ADBE funds › ADOBE INC ADD 0.3% +0.2% 50.1 143,197 +124,197 3
MRK funds › MERCK & CO INC ADD 0.3% +0.1% 48.5 460,400 +206,700 3
MTSI funds › MACOM TECH SOLUTIONS HLDGS I ADD 0.3% +0.2% 46.9 274,000 +220,000 2
JNJ funds › JOHNSON & JOHNSON ADD 0.3% +0.2% 45.5 219,911 +181,911 3
COP funds › CONOCOPHILLIPS TRIM 0.2% -0.6% 41.5 443,239 -724,261 3
BLK funds › BLACKROCK INC ADD 0.2% -0.0% 40.4 37,707 +10,307 2
PCG funds › PG&E CORP HOLD 0.2% -0.1% 40.2 2,498,900 +0 3
COF funds › CAPITAL ONE FINL CORP ADD 0.2% -0.0% 37.6 155,000 +11,900 2
APH funds › AMPHENOL CORP NEW ADD 0.2% +0.0% 37.4 276,424 +76,424 2
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.2% +0.1% 36.4 302,275 +169,575 3
INTC funds › INTEL CORP TRIM 0.2% -0.5% 36.0 975,449 -1,829,425 3
CELC funds › CELCUITY INC NEW 0.2% +0.2% 35.4 355,200 +355,200 1
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.2% -0.3% 33.3 112,500 -120,000 3
ACGL funds › ARCH CAP GROUP LTD NEW 0.2% +0.2% 32.5 339,000 +339,000 1
CVX funds › CHEVRON CORP NEW TRIM 0.2% -0.2% 32.2 211,416 -91,497 2
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.2% +0.1% 32.2 125,251 +96,251 3
GLD funds › SPDR GOLD TR NEW 0.2% +0.2% 30.8 77,670 +77,670 1
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.2% -0.0% 30.3 317,304 +82,304 3
BA funds › BOEING CO ADD 0.2% -0.0% 29.4 135,438 +20,438 3
GE funds › GE AEROSPACE HOLD 0.2% -0.1% 28.9 93,700 +0 3
NEM funds › NEWMONT CORP ADD 0.2% +0.1% 28.3 283,818 +247,059 3
FCX funds › FREEPORT-MCMORAN INC NEW 0.2% +0.2% 27.5 540,590 +540,590 1
CTAS funds › CINTAS CORP ADD 0.2% -0.0% 27.0 143,632 +20,632 2
AVY funds › AVERY DENNISON CORP NEW 0.2% +0.2% 26.7 147,000 +147,000 1
LULU funds › LULULEMON ATHLETICA INC NEW 0.2% +0.2% 26.6 128,000 +128,000 1
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.2% +0.1% 26.3 75,000 +37,000 3
ESS funds › ESSEX PPTY TR INC NEW 0.2% +0.2% 26.2 100,000 +100,000 1
BX funds › BLACKSTONE INC TRIM 0.2% -0.3% 25.9 167,947 -146,153 3
XEL funds › XCEL ENERGY INC NEW 0.2% +0.2% 25.8 349,700 +349,700 1
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 25.6 44,600 +24,600 2
TLT funds › ISHARES TR HOLD 0.2% -0.1% 25.5 292,890 +0 3
LRCX funds › LAM RESEARCH CORP ADD 0.2% +0.0% 25.3 147,798 +52,798 3
MCO funds › MOODYS CORP TRIM 0.1% -0.3% 25.0 49,000 -80,200 2
SNDK funds › SANDISK CORP TRIM 0.1% -0.0% 24.5 103,092 -66,908 2
CTVA funds › CORTEVA INC NEW 0.1% +0.1% 22.4 333,627 +333,627 1
GTLS funds › CHART INDS INC NEW 0.1% +0.1% 21.8 105,669 +105,669 1
WTRG funds › ESSENTIAL UTILS INC NEW 0.1% +0.1% 21.2 552,000 +552,000 1
TJX funds › TJX COS INC NEW TRIM 0.1% -0.5% 21.1 137,092 -380,908 3
SPIB funds › SPDR SERIES TRUST NEW 0.1% +0.1% 20.6 609,300 +609,300 1
NSA funds › NATIONAL STORAGE AFFILIATES NEW 0.1% +0.1% 20.3 721,000 +721,000 1
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% -0.5% 19.8 22,513 -80,637 3
EHC funds › ENCOMPASS HEALTH CORP NEW 0.1% +0.1% 19.6 185,000 +185,000 1
CUSIP:87161C501 funds › SYNOVUS FINL CORP TRIM 0.1% -0.0% 19.5 390,000 -5,000 2
LIN funds › LINDE PLC ADD 0.1% -0.0% 19.2 45,112 +10,112 3
MSI funds › MOTOROLA SOLUTIONS INC NEW 0.1% +0.1% 19.2 50,000 +50,000 1
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.1% -0.1% 18.4 87,940 -42,000 3
MOGA funds › MOOG INC TRIM 0.1% -0.0% 18.1 74,400 -7,300 3
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.1% -0.3% 18.1 198,602 -333,382 3
AXTA funds › AXALTA COATING SYS LTD NEW 0.1% +0.1% 17.9 555,000 +555,000 1
RTX funds › RTX CORPORATION NEW 0.1% +0.1% 17.7 96,723 +96,723 1
ESNT funds › ESSENT GROUP LTD ADD 0.1% -0.0% 17.1 263,500 +38,800 3
CMCSA funds › COMCAST CORP NEW HOLD 0.1% -0.0% 15.9 531,200 +0 3
FRPT funds › FRESHPET INC NEW 0.1% +0.1% 15.8 260,000 +260,000 1
JOYY funds › JOYY INC NEW 0.1% +0.1% 15.6 240,600 +240,600 1
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.1% +0.0% 15.1 279,710 +73,710 3
ARQT funds › ARCUTIS BIOTHERAPEUTICS INC NEW 0.1% +0.1% 14.5 500,000 +500,000 1
SPHR funds › SPHERE ENTERTAINMENT CO HOLD 0.1% +0.0% 14.3 150,800 +0 2
DXCM funds › DEXCOM INC ADD 0.1% -0.0% 13.8 208,000 +33,000 3
CVS funds › CVS HEALTH CORP ADD 0.1% -0.0% 13.8 173,775 +23,775 2
SHW funds › SHERWIN WILLIAMS CO ADD 0.1% +0.0% 13.1 40,539 +15,539 3
JBL funds › JABIL INC ADD 0.1% +0.0% 12.8 56,000 +23,000 2
VTRS funds › VIATRIS INC NEW 0.1% +0.1% 12.7 1,018,000 +1,018,000 1
RDN funds › RADIAN GROUP INC TRIM 0.1% -0.1% 12.5 348,500 -149,100 3
YMM funds › FULL TRUCK ALLIANCE CO LTD NEW 0.1% +0.1% 12.5 1,167,500 +1,167,500 1
WRB funds › BERKLEY W R CORP NEW 0.1% +0.1% 12.5 178,000 +178,000 1
CNO funds › CNO FINL GROUP INC TRIM 0.1% -0.1% 12.1 283,900 -154,900 3
ALL funds › ALLSTATE CORP TRIM 0.1% -0.3% 11.8 56,800 -131,482 3
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.1% +0.1% 11.6 24,710 +24,710 1
NTAP funds › NETAPP INC NEW 0.1% +0.1% 11.4 106,000 +106,000 1
IBKR funds › INTERACTIVE BROKERS GROUP IN ADD 0.1% +0.0% 11.0 171,031 +56,031 2
DIS funds › DISNEY WALT CO NEW 0.1% +0.1% 10.6 93,517 +93,517 1
TXRH funds › TEXAS ROADHOUSE INC HOLD 0.1% -0.0% 10.5 63,000 +0 3
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC NEW 0.1% +0.1% 10.4 182,000 +182,000 1
JAZZ funds › JAZZ PHARMACEUTICALS PLC NEW 0.1% +0.1% 10.2 60,100 +60,100 1
FLS funds › FLOWSERVE CORP NEW 0.1% +0.1% 10.2 147,000 +147,000 1
T funds › AT&T INC NEW 0.1% +0.1% 10.1 408,100 +408,100 1
AGO funds › ASSURED GUARANTY LTD TRIM 0.1% -0.0% 10.0 111,100 -9,700 3
HCA funds › HCA HEALTHCARE INC NEW 0.1% +0.1% 10.0 21,340 +21,340 1
UBER funds › UBER TECHNOLOGIES INC NEW 0.1% +0.1% 9.9 121,302 +121,302 1
EQH funds › EQUITABLE HLDGS INC NEW 0.1% +0.1% 9.9 208,000 +208,000 1
OHI funds › OMEGA HEALTHCARE INVS INC TRIM 0.1% -0.0% 9.9 223,344 -81,656 2
PFE funds › PFIZER INC TRIM 0.1% -0.3% 9.9 396,795 -1,151,805 3
BGC funds › BGC GROUP INC TRIM 0.1% -0.1% 9.8 1,101,700 -411,900 3
CDW funds › CDW CORP ADD 0.1% +0.0% 9.8 71,723 +53,183 3
RL funds › RALPH LAUREN CORP HOLD 0.1% -0.0% 9.6 27,229 +0 3
GPN funds › GLOBAL PMTS INC ADD 0.1% -0.0% 9.5 122,553 +11,053 3
JEF funds › JEFFERIES FINL GROUP INC NEW 0.1% +0.1% 9.5 153,000 +153,000 1
ESGU funds › ISHARES TR TRIM 0.1% -0.4% 9.5 63,500 -300,500 3
JXN funds › JACKSON FINANCIAL INC TRIM 0.1% -0.1% 9.4 88,600 -76,200 3
QRVO funds › QORVO INC NEW 0.1% +0.1% 9.4 111,028 +111,028 1
MTH funds › MERITAGE HOMES CORP TRIM 0.1% -0.0% 9.3 141,900 -3,500 2
MLCO funds › MELCO RESORTS AND ENTMNT LTD NEW 0.1% +0.1% 9.2 1,216,000 +1,216,000 1
OMC funds › OMNICOM GROUP INC NEW 0.1% +0.1% 9.1 113,300 +113,300 1
IGSB funds › ISHARES TR NEW 0.1% +0.1% 9.0 170,700 +170,700 1
ACHC funds › ACADIA HEALTHCARE COMPANY IN NEW 0.1% +0.1% 9.0 631,000 +631,000 1
SPGI funds › S&P GLOBAL INC HOLD 0.1% -0.0% 8.9 17,100 +0 3
CXM funds › SPRINKLR INC TRIM 0.1% -0.0% 8.8 1,130,500 -175,500 3
HPQ funds › HP INC TRIM 0.1% -0.1% 8.7 390,213 -439,787 2
CUSIP:35909D109 funds › FRONTIER COMMUNICATIONS PARE HOLD 0.0% -0.0% 8.4 220,000 +0 2
URI funds › UNITED RENTALS INC NEW 0.0% +0.0% 8.3 10,274 +10,274 1
FLEX funds › FLEX LTD NEW 0.0% +0.0% 8.2 136,321 +136,321 1
PDD funds › PDD HOLDINGS INC TRIM 0.0% -0.0% 8.2 72,000 -4,000 3
CSX funds › CSX CORP HOLD 0.0% -0.0% 8.0 220,800 +0 3
PM funds › PHILIP MORRIS INTL INC NEW 0.0% +0.0% 8.0 49,671 +49,671 1
WYNN funds › WYNN RESORTS LTD NEW 0.0% +0.0% 7.9 66,000 +66,000 1
LECO funds › LINCOLN ELEC HLDGS INC NEW 0.0% +0.0% 7.9 33,000 +33,000 1
SIMO funds › SILICON MOTION TECHNOLOGY CO NEW 0.0% +0.0% 7.8 83,900 +83,900 1
HCI funds › HCI GROUP INC NEW 0.0% +0.0% 7.6 39,500 +39,500 1
FLR funds › FLUOR CORP NEW NEW 0.0% +0.0% 7.1 180,000 +180,000 1
TMUS funds › T-MOBILE US INC NEW 0.0% +0.0% 7.1 35,000 +35,000 1
BOH funds › BANK HAWAII CORP ADD 0.0% +0.0% 6.9 101,600 +94,900 3
OC funds › OWENS CORNING NEW NEW 0.0% +0.0% 6.9 62,000 +62,000 1
HAS funds › HASBRO INC ADD 0.0% +0.0% 6.9 84,500 +50,750 2
LSTR funds › LANDSTAR SYS INC NEW 0.0% +0.0% 6.8 47,000 +47,000 1
VTR funds › VENTAS INC NEW 0.0% +0.0% 6.6 85,000 +85,000 1
WBD funds › WARNER BROS DISCOVERY INC NEW 0.0% +0.0% 6.5 226,275 +226,275 1
LYB funds › LYONDELLBASELL INDUSTRIES N NEW 0.0% +0.0% 6.4 146,900 +146,900 1
TER funds › TERADYNE INC TRIM 0.0% -0.0% 6.3 32,741 -41,259 2
SNPS funds › SYNOPSYS INC NEW 0.0% +0.0% 6.3 13,355 +13,355 1
DASH funds › DOORDASH INC TRIM 0.0% -0.1% 6.2 27,570 -35,446 3
VGSH funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 6.1 104,600 +104,600 1
CNC funds › CENTENE CORP DEL TRIM 0.0% -0.0% 6.1 148,900 -33,000 3
DTE funds › DTE ENERGY CO NEW 0.0% +0.0% 6.1 47,000 +47,000 1
INVH funds › INVITATION HOMES INC NEW 0.0% +0.0% 6.0 215,000 +215,000 1
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.0% -0.0% 6.0 36,789 +9,539 2
VRTX funds › VERTEX PHARMACEUTICALS INC NEW 0.0% +0.0% 5.8 12,815 +12,815 1
AVTR funds › AVANTOR INC NEW 0.0% +0.0% 5.8 505,000 +505,000 1
GL funds › GLOBE LIFE INC HOLD 0.0% -0.0% 5.7 41,000 +0 2
THC funds › TENET HEALTHCARE CORP NEW 0.0% +0.0% 5.7 28,700 +28,700 1
FUN funds › SIX FLAGS ENTERTAINMENT CORP HOLD 0.0% -0.0% 5.7 371,100 +0 2
WMG funds › WARNER MUSIC GROUP CORP NEW 0.0% +0.0% 5.6 184,000 +184,000 1
TCMD funds › TACTILE SYS TECHNOLOGY INC TRIM 0.0% -0.1% 5.6 194,400 -707,662 3
CEVA funds › CEVA INC TRIM 0.0% -0.1% 5.6 261,400 -231,325 3
UCB funds › UNITED CMNTY BKS BLAIRSVLE G HOLD 0.0% -0.0% 5.6 179,500 +0 2
WY funds › WEYERHAEUSER CO MTN BE NEW 0.0% +0.0% 5.5 234,000 +234,000 1
ADSK funds › AUTODESK INC NEW 0.0% +0.0% 5.5 18,679 +18,679 1
MRSH funds › MARSH & MCLENNAN COS INC HOLD 0.0% -0.0% 5.5 29,800 +0 2
BEN funds › FRANKLIN RESOURCES INC NEW 0.0% +0.0% 5.5 230,718 +230,718 1
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.0% +0.0% 5.5 17,548 +17,548 1
GLW funds › CORNING INC NEW 0.0% +0.0% 5.5 62,307 +62,307 1
EQIX funds › EQUINIX INC NEW 0.0% +0.0% 5.4 7,000 +7,000 1
LMT funds › LOCKHEED MARTIN CORP NEW 0.0% +0.0% 5.3 11,000 +11,000 1
VGLT funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 5.3 95,000 +0 2
NKE funds › NIKE INC NEW 0.0% +0.0% 5.3 83,000 +83,000 1
HST funds › HOST HOTELS & RESORTS INC NEW 0.0% +0.0% 5.3 298,000 +298,000 1
PANW funds › PALO ALTO NETWORKS INC NEW 0.0% +0.0% 5.3 28,622 +28,622 1
WBS funds › WEBSTER FINL CORP NEW 0.0% +0.0% 5.2 83,347 +83,347 1
CI funds › THE CIGNA GROUP TRIM 0.0% -0.0% 5.2 19,000 -4,892 3
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.0% +0.0% 5.2 28,000 +28,000 1
EG funds › EVEREST GROUP LTD NEW 0.0% +0.0% 5.1 15,000 +15,000 1
CPT funds › CAMDEN PPTY TR HOLD 0.0% -0.0% 5.1 46,000 +0 2
WWD funds › WOODWARD INC NEW 0.0% +0.0% 5.0 16,703 +16,703 1
SKYW funds › SKYWEST INC HOLD 0.0% -0.0% 5.0 49,700 +0 2
SRE funds › SEMPRA NEW 0.0% +0.0% 4.9 56,000 +56,000 1
ABNB funds › AIRBNB INC NEW 0.0% +0.0% 4.9 35,985 +35,985 1
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 4.9 16,798 +16,798 1
PLD funds › PROLOGIS INC. NEW 0.0% +0.0% 4.8 37,960 +37,960 1
CUSIP:15677J108 funds › DAYFORCE INC NEW 0.0% +0.0% 4.8 70,000 +70,000 1
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.2% 4.8 50,000 -260,000 3
BDX funds › BECTON DICKINSON & CO NEW 0.0% +0.0% 4.8 24,594 +24,594 1
ACN funds › ACCENTURE PLC IRELAND NEW 0.0% +0.0% 4.7 17,579 +17,579 1
NXPI funds › NXP SEMICONDUCTORS N V NEW 0.0% +0.0% 4.7 21,499 +21,499 1
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.1% 4.5 84,100 -100,900 2
MNST funds › MONSTER BEVERAGE CORP NEW NEW 0.0% +0.0% 4.5 58,328 +58,328 1
VRSN funds › VERISIGN INC NEW 0.0% +0.0% 4.4 18,000 +18,000 1
AVPT funds › AVEPOINT INC HOLD 0.0% -0.0% 4.4 314,100 +0 2
VIRT funds › VIRTU FINL INC HOLD 0.0% -0.0% 4.4 130,700 +0 3
SFNC funds › SIMMONS 1ST NATL CORP TRIM 0.0% -0.0% 4.2 223,800 -64,600 2
WOR funds › WORTHINGTON ENTERPRISES INC TRIM 0.0% -0.0% 4.0 78,000 -19,200 2
RGA funds › REINSURANCE GRP OF AMERICA I NEW 0.0% +0.0% 4.0 19,518 +19,518 1
RERE funds › ATRENEW INC NEW ADR 0.0% +0.0% 3.9 736,400 +736,400 1
SPT funds › SPROUT SOCIAL INC HOLD 0.0% -0.0% 3.9 343,300 +0 3
MBB funds › ISHARES TR NEW 0.0% +0.0% 3.9 40,500 +40,500 1
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD NEW 0.0% +0.0% 3.7 170,800 +170,800 1
RLX funds › RLX TECHNOLOGY INC NEW 0.0% +0.0% 3.5 1,510,200 +1,510,200 1
AON funds › AON PLC HOLD 0.0% -0.0% 3.4 9,750 +0 3
PAGS funds › PAGSEGURO DIGITAL LTD NEW 0.0% +0.0% 3.2 334,700 +334,700 1
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.0% -0.1% 3.2 23,000 -95,000 2
MOMO funds › HELLO GROUP INC NEW 0.0% +0.0% 3.1 477,600 +477,600 1
GLNG funds › GOLAR LNG LTD TRIM 0.0% -0.2% 3.1 83,100 -548,800 3
SSB funds › SOUTHSTATE BK CORP NEW 0.0% +0.0% 3.1 32,674 +32,674 1
PYPL funds › PAYPAL HLDGS INC TRIM 0.0% -0.0% 3.0 52,100 -4,900 3
APP funds › APPLOVIN CORP NEW 0.0% +0.0% 3.0 4,431 +4,431 1
CUSIP:200340107 funds › COMERICA INC TRIM 0.0% -0.1% 3.0 34,000 -96,000 2
WEAV funds › WEAVE COMMUNICATIONS INC HOLD 0.0% -0.0% 2.8 372,562 +0 3
BWXT funds › BWX TECHNOLOGIES INC NEW 0.0% +0.0% 2.8 16,294 +16,294 1
STE funds › STERIS PLC NEW 0.0% +0.0% 2.8 11,000 +11,000 1
ABCB funds › AMERIS BANCORP TRIM 0.0% -0.0% 2.7 36,000 -4,800 2
CUSIP:143658300 funds › CARNIVAL CORP NEW 0.0% +0.0% 2.7 87,100 +87,100 1
LITE funds › LUMENTUM HLDGS INC NEW 0.0% +0.0% 2.6 7,000 +7,000 1
CFR funds › CULLEN FROST BANKERS INC NEW 0.0% +0.0% 2.6 20,296 +20,296 1
EVH funds › EVOLENT HEALTH INC HOLD 0.0% -0.0% 2.5 630,000 +0 3
MCHP funds › MICROCHIP TECHNOLOGY INC. NEW 0.0% +0.0% 2.5 39,040 +39,040 1
AMGN funds › AMGEN INC NEW 0.0% +0.0% 2.4 7,275 +7,275 1
COIN funds › COINBASE GLOBAL INC ADD 0.0% -0.0% 2.4 10,500 +2,500 2
EL funds › LAUDER ESTEE COS INC NEW 0.0% +0.0% 2.1 20,000 +20,000 1
DOCU funds › DOCUSIGN INC NEW 0.0% +0.0% 2.0 29,700 +29,700 1
ZTS funds › ZOETIS INC NEW 0.0% +0.0% 2.0 15,718 +15,718 1
PH funds › PARKER-HANNIFIN CORP NEW 0.0% +0.0% 1.9 2,215 +2,215 1
LVS funds › LAS VEGAS SANDS CORP NEW 0.0% +0.0% 1.9 29,800 +29,800 1
WD funds › WALKER & DUNLOP INC HOLD 0.0% -0.0% 1.9 31,700 +0 2
SYK funds › STRYKER CORPORATION NEW 0.0% +0.0% 1.9 5,400 +5,400 1
LOW funds › LOWES COS INC NEW 0.0% +0.0% 1.9 7,853 +7,853 1
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.0% 1.9 67,996 -55,004 2
HWM funds › HOWMET AEROSPACE INC NEW 0.0% +0.0% 1.8 9,022 +9,022 1
F funds › FORD MTR CO NEW 0.0% +0.0% 1.8 140,528 +140,528 1
TT funds › TRANE TECHNOLOGIES PLC NEW 0.0% +0.0% 1.8 4,700 +4,700 1
SBUX funds › STARBUCKS CORP NEW 0.0% +0.0% 1.8 21,685 +21,685 1
EW funds › EDWARDS LIFESCIENCES CORP NEW 0.0% +0.0% 1.8 21,267 +21,267 1
CUBI funds › CUSTOMERS BANCORP INC HOLD 0.0% -0.0% 1.8 24,600 +0 2
CPNG funds › COUPANG INC TRIM 0.0% -0.0% 1.8 76,050 -158,298 2
CEG funds › CONSTELLATION ENERGY CORP NEW 0.0% +0.0% 1.8 5,070 +5,070 1
IDXX funds › IDEXX LABS INC NEW 0.0% +0.0% 1.8 2,631 +2,631 1
MMM funds › 3M CO NEW 0.0% +0.0% 1.7 10,905 +10,905 1
DUK funds › DUKE ENERGY CORP NEW NEW 0.0% +0.0% 1.7 14,851 +14,851 1
WDAY funds › WORKDAY INC NEW 0.0% +0.0% 1.7 8,093 +8,093 1
PSX funds › PHILLIPS 66 NEW 0.0% +0.0% 1.7 13,463 +13,463 1
BKR funds › BAKER HUGHES COMPANY NEW 0.0% +0.0% 1.7 37,655 +37,655 1
EXPE funds › EXPEDIA GROUP INC NEW 0.0% +0.0% 1.7 6,000 +6,000 1
ECL funds › ECOLAB INC NEW 0.0% +0.0% 1.7 6,300 +6,300 1
BNY funds › BANK NEW YORK MELLON CORP TRIM 0.0% -0.1% 1.6 14,200 -136,000 3
MPC funds › MARATHON PETE CORP NEW 0.0% +0.0% 1.6 9,900 +9,900 1
WFC funds › WELLS FARGO CO NEW TRIM 0.0% -0.0% 1.6 17,270 -50,000 3
MSGS funds › MADISON SQUARE GRDN SPRT COR NEW 0.0% +0.0% 1.6 6,200 +6,200 1
VT funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 1.5 10,800 +0 3
TPB funds › TURNING PT BRANDS INC TRIM 0.0% -0.2% 1.4 13,111 -295,281 3
GM funds › GENERAL MTRS CO TRIM 0.0% -0.1% 1.4 17,000 -113,089 3
FFBC funds › FIRST FINL BANCORP OH HOLD 0.0% -0.0% 1.3 50,100 +0 3
AZO funds › AUTOZONE INC NEW 0.0% +0.0% 1.2 358 +358 1
LEN funds › LENNAR CORP NEW 0.0% +0.0% 1.2 11,300 +11,300 1
AGG funds › ISHARES TR TRIM 0.0% -0.0% 1.2 11,600 -13,800 3
HBAN funds › HUNTINGTON BANCSHARES INC HOLD 0.0% -0.0% 1.1 65,600 +0 3
RF funds › REGIONS FINANCIAL CORP NEW HOLD 0.0% -0.0% 1.1 41,000 +0 3
WTW funds › WILLIS TOWERS WATSON PLC LTD HOLD 0.0% -0.0% 1.0 2,950 +0 3
TROW funds › PRICE T ROWE GROUP INC HOLD 0.0% -0.0% 0.9 9,200 +0 3
STT funds › STATE STR CORP TRIM 0.0% -0.0% 0.9 6,709 -43,391 2
SPHY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.9 36,000 -9,000 3
NVR funds › NVR INC NEW 0.0% +0.0% 0.7 100 +100 1
BOW funds › BOWHEAD SPECIALTY HLDGS INC HOLD 0.0% -0.0% 0.7 23,800 +0 3
SOLS funds › SOLSTICE ADVANCED MATLS INC NEW 0.0% +0.0% 0.5 11,250 +11,250 1
AKAM funds › AKAMAI TECHNOLOGIES INC HOLD 0.0% -0.0% 0.3 3,800 +0 3
DCGO funds › DOCGO INC HOLD 0.0% -0.0% 0.2 188,766 +0 3
FULT funds › FULTON FINL CORP PA TRIM 0.0% -0.0% 0.1 5,500 -333,900 2
SCHQ funds › WORLD GOLD TR EXIT 0.0% -0.0% 0.0 0 -140,300 0
VEU funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.3% 0.0 0 -563,400 0
CUSIP:138103106 funds › CANTALOUPE INC EXIT 0.0% -0.0% 0.0 0 -562,900 0
VBR funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -16,000 0
CUSIP:41165Y100 funds › HARBORONE BANCORP INC NEW EXIT 0.0% -0.0% 0.0 0 -20,500 0
CFG funds › CITIZENS FINL GROUP INC EXIT 0.0% -0.1% 0.0 0 -319,000 0
PFFD funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -260,600 0
BRZE funds › BRAZE INC EXIT 0.0% -0.1% 0.0 0 -397,700 0
VTV funds › VANGUARD INDEX FDS EXIT 0.0% -1.0% 0.0 0 -654,500 0
VOT funds › VANGUARD INDEX FDS EXIT 0.0% -0.1% 0.0 0 -26,100 0
CUSIP:624756102 funds › MUELLER INDS INC EXIT 0.0% -0.0% 0.0 0 -26,250 0
PDBC funds › INVESCO ACTVELY MNGD ETC FD EXIT 0.0% -0.1% 0.0 0 -530,300 0
VOE funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -22,900 0
FCFS funds › FIRSTCASH HOLDINGS INC EXIT 0.0% -0.0% 0.0 0 -1,700 0
DHR funds › DANAHER CORPORATION EXIT 0.0% -0.2% 0.0 0 -110,000 0
JAAA funds › JANUS DETROIT STR TR EXIT 0.0% -0.0% 0.0 0 -83,700 0
NDAQ funds › NASDAQ INC EXIT 0.0% -0.2% 0.0 0 -244,152 0
L funds › LOEWS CORP EXIT 0.0% -0.1% 0.0 0 -106,000 0
WT funds › WISDOMTREE INC EXIT 0.0% -0.2% 0.0 0 -1,735,600 0
RLI funds › RLI CORP EXIT 0.0% -0.1% 0.0 0 -144,600 0
VPL funds › VANGUARD INTL EQUITY INDEX F EXIT 0.0% -0.1% 0.0 0 -148,500 0
NEE funds › NEXTERA ENERGY INC EXIT 0.0% -0.5% 0.0 0 -780,000 0
JNK funds › SPDR SERIES TRUST EXIT 0.0% -0.2% 0.0 0 -271,900 0
CUSIP:62482R107 funds › MR COOPER GROUP INC EXIT 0.0% -0.2% 0.0 0 -95,200 0
EIX funds › EDISON INTL EXIT 0.0% -0.1% 0.0 0 -217,000 0
DBMF funds › LITMAN GREGORY FDS TR EXIT 0.0% -0.0% 0.0 0 -149,300 0
CME funds › CME GROUP INC EXIT 0.0% -0.0% 0.0 0 -18,935 0
VB funds › VANGUARD INDEX FDS EXIT 0.0% -0.2% 0.0 0 -105,800 0
CUSIP:046353108 funds › ASTRAZENECA PLC EXIT 0.0% -0.0% 0.0 0 -13,900 0
ALLY funds › ALLY FINL INC EXIT 0.0% -0.0% 0.0 0 -111,600 0
TOST funds › TOAST INC EXIT 0.0% -0.1% 0.0 0 -285,000 0
BYD funds › BOYD GAMING CORP EXIT 0.0% -0.1% 0.0 0 -154,000 0
RIGL funds › RIGEL PHARMACEUTICALS INC EXIT 0.0% -0.1% 0.0 0 -591,553 0
AROC funds › ARCHROCK INC EXIT 0.0% -0.1% 0.0 0 -267,100 0
WAY funds › WAYSTAR HLDG CORP EXIT 0.0% -0.1% 0.0 0 -385,600 0
BBT funds › BEACON FINANCIAL CORP. EXIT 0.0% -0.0% 0.0 0 -218,400 0
BKU funds › BANKUNITED INC EXIT 0.0% -0.0% 0.0 0 -121,800 0
EMB funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -157,400 0
KR funds › KROGER CO EXIT 0.0% -0.5% 0.0 0 -847,738 0
ACWX funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -34,600 0
AMPX funds › AMPRIUS TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -680,600 0
CUSIP:923451108 funds › VERITEX HLDGS INC EXIT 0.0% -0.0% 0.0 0 -45,100 0
VOD funds › VODAFONE GROUP PLC NEW EXIT 0.0% -0.2% 0.0 0 -2,025,400 0
WTFC funds › WINTRUST FINL CORP EXIT 0.0% -0.1% 0.0 0 -48,000 0
TARS funds › TARSUS PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -102,600 0
TFC funds › TRUIST FINL CORP EXIT 0.0% -0.2% 0.0 0 -665,900 0
UNM funds › UNUM GROUP EXIT 0.0% -0.1% 0.0 0 -164,200 0
EMLC funds › VANECK ETF TRUST EXIT 0.0% -0.0% 0.0 0 -175,500 0
IX funds › ORIX CORP EXIT 0.0% -0.0% 0.0 0 -64,900 0
ZH funds › ZHIHU INC EXIT 0.0% -0.0% 0.0 0 -148,500 0
COLB funds › COLUMBIA BKG SYS INC EXIT 0.0% -0.1% 0.0 0 -559,636 0
IGIB funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -21,100 0
HTHT funds › H WORLD GROUP LTD EXIT 0.0% -0.7% 0.0 0 -2,228,400 0
AMP funds › AMERIPRISE FINL INC EXIT 0.0% -0.1% 0.0 0 -28,000 0
ZTO funds › ZTO EXPRESS CAYMAN INC EXIT 0.0% -0.2% 0.0 0 -1,337,100 0
BRO funds › BROWN & BROWN INC EXIT 0.0% -0.2% 0.0 0 -268,900 0
WLFC funds › WILLIS LEASE FIN CORP EXIT 0.0% -0.0% 0.0 0 -28,500 0
IEI funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -54,300 0
ESGE funds › ISHARES INC EXIT 0.0% -0.0% 0.0 0 -128,900 0
NOBL funds › PROSHARES TR EXIT 0.0% -0.8% 0.0 0 -1,000,000 0
LNWO funds › LIGHT & WONDER INC EXIT 0.0% -0.1% 0.0 0 -165,000 0
KDP funds › KEURIG DR PEPPER INC EXIT 0.0% -0.0% 0.0 0 -170,300 0
STEP funds › STEPSTONE GROUP INC EXIT 0.0% -0.1% 0.0 0 -104,000 0
URA funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -20,200 0
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI EXIT 0.0% -0.0% 0.0 0 -21,400 0
TUYA funds › TUYA INC EXIT 0.0% -0.0% 0.0 0 -992,500 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 16,767 317 0.27 41% 0.023 0.560 in
2025Q3 12,523 237 0.27 45% 0.028 0.576 in
2025Q2 13,651 244 0.29 44% 0.025 0.583 entered
2025Q1 11,315 214 0.00 47% 0.028 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