Fund Universe

Mill Creek Capital Advisors, LLC

CIK 0001964962 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.957
AUM ($M)
4,868
Positions
260
Turnover
0.03
Top-10 wt
76%
Herfindahl
0.117
History (qtrs)
5
Excess Return

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Holdings · 266 positions · portfolio value $4,868M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VUG funds › VANGUARD INDEX FDS ADD 22.4% -2.3% 1,090.8 2,497,362 +15,432 4
VTV funds › VANGUARD INDEX FDS ADD 21.1% +0.8% 1,027.7 5,237,874 +16,848 4
IXUS funds › ISHARES TR ADD 9.5% +0.5% 464.2 5,357,466 +130,731 4
IEFA funds › ISHARES TR ADD 8.6% +0.6% 419.6 4,635,334 +231,507 4
IEMG funds › ISHARES INC ADD 3.6% +0.3% 175.0 2,508,449 +115,744 4
AGG funds › ISHARES TR ADD 2.7% +0.1% 132.1 1,331,097 +39,178 4
GOVT funds › ISHARES TR ADD 2.4% +0.1% 116.9 5,103,565 +148,235 4
VBR funds › VANGUARD INDEX FDS ADD 2.2% +0.1% 106.1 488,482 +5,249 4
VBK funds › VANGUARD INDEX FDS ADD 2.0% +0.0% 95.7 316,577 +2,847 4
VOO funds › VANGUARD INDEX FDS ADD 1.9% -0.1% 94.3 157,877 +149 4
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.6% -0.1% 77.2 118,772 -2,413 4
MBB funds › ISHARES TR ADD 1.5% +0.0% 72.9 767,705 +21,120 4
VTC funds › VANGUARD SCOTTSDALE FDS ADD 1.5% +0.0% 72.0 937,634 +24,401 4
RODM funds › LATTICE STRATEGIES TR TRIM 1.4% +0.1% 69.8 1,769,836 -48,330 4
ACWI funds › ISHARES TR TRIM 1.2% -0.0% 56.8 410,591 -7,293 4
JNJ funds › JOHNSON & JOHNSON TRIM 1.1% +0.1% 55.6 227,635 -10,461 4
IWV funds › ISHARES TR ADD 1.0% -0.0% 48.4 130,652 +1,938 4
VXUS funds › VANGUARD STAR FDS TRIM 0.8% +0.0% 40.8 529,718 -25 4
AAPL funds › APPLE INC ADD 0.8% -0.0% 40.2 158,397 +9,268 4
IVV funds › ISHARES TR ADD 0.5% +0.0% 22.4 34,276 +1,584 4
VTI funds › VANGUARD INDEX FDS TRIM 0.4% -0.0% 21.5 66,972 -1,742 4
IAU funds › ISHARES GOLD TR ADD 0.4% +0.1% 21.2 240,917 +37,630 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL ADD 0.4% +0.0% 20.1 28 +2 4
CUSIP:921910733 funds › VANGUARD WORLD FD ADD 0.4% -0.0% 19.5 173,348 +10,232 4
SCZ funds › ISHARES TR TRIM 0.4% -0.0% 19.0 241,779 -25,712 4
ACWX funds › ISHARES TR HOLD 0.3% +0.0% 16.9 246,494 +0 4
AGZ funds › ISHARES TR ADD 0.3% +0.0% 13.9 127,093 +3,587 4
CWI funds › SPDR INDEX SHS FDS ADD 0.3% +0.0% 12.7 348,384 +7,680 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.2% +0.0% 11.9 24,931 +3,301 4
EFA funds › ISHARES TR ADD 0.2% +0.0% 11.9 122,662 +297 4
IWP funds › ISHARES TR TRIM 0.2% -0.0% 10.8 83,921 -3,730 4
MSFT funds › MICROSOFT CORP ADD 0.2% -0.1% 10.2 27,679 +169 4
EFG funds › ISHARES TR TRIM 0.2% -0.0% 9.9 88,502 -360 4
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 9.7 19,398 -312 4
IJJ funds › ISHARES TR HOLD 0.2% +0.0% 9.6 72,186 +0 4
AMZN funds › AMAZON COM INC ADD 0.2% -0.0% 9.5 45,742 +46 4
SCHF funds › SCHWAB STRATEGIC TR HOLD 0.2% +0.0% 9.4 378,508 +0 4
PG funds › PROCTER & GAMBLE CO ADD 0.2% +0.0% 9.3 64,277 +34 4
IWF funds › ISHARES TR ADD 0.2% -0.0% 8.9 20,900 +413 4
EEM funds › ISHARES TR ADD 0.2% +0.0% 8.9 156,474 +2,320 4
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.2% +0.0% 8.5 13,787 -207 4
JPM funds › JPMORGAN CHASE & CO ADD 0.2% -0.0% 7.9 27,010 +352 4
IJK funds › ISHARES TR TRIM 0.2% -0.0% 7.8 77,366 -10,226 4
IWS funds › ISHARES TR HOLD 0.2% +0.0% 7.7 52,609 +0 4
TSLA funds › TESLA INC TRIM 0.1% -0.0% 7.2 19,414 -183 4
GOOGL funds › ALPHABET INC ADD 0.1% -0.0% 6.9 24,087 +885 4
GOOG funds › ALPHABET INC ADD 0.1% -0.0% 6.9 23,939 +1,491 4
IVW funds › ISHARES TR TRIM 0.1% -0.0% 6.3 55,806 -525 4
VB funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 6.0 23,056 +24 4
IWM funds › ISHARES TR TRIM 0.1% +0.0% 6.0 24,023 -117 4
DGRO funds › ISHARES TR ADD 0.1% +0.0% 5.8 83,315 +389 4
SCHG funds › SCHWAB STRATEGIC TR ADD 0.1% -0.0% 5.8 199,485 +65 4
PWB funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% -0.0% 5.8 45,920 +0 4
IJT funds › ISHARES TR ADD 0.1% +0.0% 5.6 38,749 +2 4
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 5.5 31,786 +6,979 4
QQQ funds › INVESCO QQQ TR TRIM 0.1% -0.0% 5.5 9,509 -65 4
XLK funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 5.5 41,084 -193 4
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.1% +0.0% 5.1 79,133 +1,067 4
IWD funds › ISHARES TR HOLD 0.1% +0.0% 5.0 23,465 +0 4
PWV funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 4.8 69,013 +0 4
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 4.5 7,824 -224 4
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.2% 4.3 73,895 -135,658 4
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.0% 4.3 8,692 -42 4
SCHB funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 4.1 161,959 +0 4
SEIC funds › SEI INVTS CO ADD 0.1% -0.0% 4.0 51,309 +1,325 3
VYM funds › VANGUARD WHITEHALL FDS ADD 0.1% +0.0% 3.9 26,591 +120 4
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% -0.0% 3.8 17,497 -930 4
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% -0.0% 3.6 4,258 +18 4
ETOR funds › ETORO GROUP LTD TRIM 0.1% -0.0% 3.6 119,301 -4,343 2
XLV funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 3.6 24,361 +165 4
ZETA funds › ZETA GLOBAL HOLDINGS CORP HOLD 0.1% -0.0% 3.5 219,789 +0 4
IWB funds › ISHARES TR ADD 0.1% -0.0% 3.5 9,694 +298 4
EFV funds › ISHARES TR HOLD 0.1% +0.0% 3.4 46,315 +0 4
IRT funds › INDEPENDENCE RLTY TR INC TRIM 0.1% -0.0% 3.3 221,091 -31,406 4
IJR funds › ISHARES TR TRIM 0.1% +0.0% 3.2 25,843 -302 4
SCHV funds › SCHWAB STRATEGIC TR TRIM 0.1% +0.0% 3.2 104,054 -231 4
IWN funds › ISHARES TR HOLD 0.1% +0.0% 3.1 16,126 +0 4
VONV funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% +0.0% 3.0 32,512 +0 4
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.1% -0.0% 2.9 75,523 -3,063 4
VONG funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% -0.0% 2.9 26,313 +0 4
IWO funds › ISHARES TR HOLD 0.1% -0.0% 2.8 8,964 +0 4
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% +0.0% 2.7 15,938 -264 4
TQQQ funds › PROSHARES TR ADD 0.1% +0.0% 2.6 61,663 +29,983 4
V funds › VISA INC ADD 0.1% -0.0% 2.5 8,385 +105 4
AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD 0.0% -0.0% 2.4 46,006 +0 2
GLD funds › SPDR GOLD TR ADD 0.0% +0.0% 2.4 5,499 +100 4
KVUE funds › KENVUE INC TRIM 0.0% -0.0% 2.1 123,186 -1,027 4
IVE funds › ISHARES TR TRIM 0.0% -0.0% 2.1 9,805 -2,428 4
IBTG funds › ISHARES TR HOLD 0.0% +0.0% 2.1 89,775 +0 4
SONY funds › SONY GROUP CORP TRIM 0.0% -0.0% 2.1 99,290 -45 4
GWX funds › SPDR INDEX SHS FDS HOLD 0.0% +0.0% 2.0 47,111 +0 4
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 1.9 19,564 -41 4
AVGO funds › BROADCOM INC ADD 0.0% -0.0% 1.9 6,022 +190 4
VNQ funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 1.9 20,936 -290 4
FSBC funds › FIVE STAR BANCORP NEW 0.0% +0.0% 1.8 46,602 +46,602 1
ITOT funds › ISHARES TR HOLD 0.0% -0.0% 1.7 12,047 +0 4
EZU funds › ISHARES INC HOLD 0.0% -0.0% 1.7 27,367 +0 4
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.0% +0.0% 1.6 1,640 +14 4
MUB funds › ISHARES TR ADD 0.0% +0.0% 1.6 15,012 +14 4
SCHE funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 1.6 47,130 +0 4
EIS funds › ISHARES INC ADD 0.0% +0.0% 1.5 13,090 +2,039 4
QUAL funds › ISHARES TR TRIM 0.0% -0.0% 1.5 7,907 -20 4
HD funds › HOME DEPOT INC ADD 0.0% -0.0% 1.5 4,539 +14 4
AMGN funds › AMGEN INC ADD 0.0% +0.0% 1.5 4,238 +125 4
VO funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 1.5 5,110 +12 4
MOV funds › MOVADO GROUP INC HOLD 0.0% +0.0% 1.4 58,750 +0 4
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.0% -0.0% 1.4 7,023 -3 4
XLP funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 1.3 16,248 +49 4
OLED funds › UNIVERSAL DISPLAY CORP ADD 0.0% -0.0% 1.3 13,789 +141 4
CSCO funds › CISCO SYS INC ADD 0.0% +0.0% 1.3 16,196 +144 4
DVY funds › ISHARES TR TRIM 0.0% -0.0% 1.2 7,905 -2,323 4
OEF funds › ISHARES TR HOLD 0.0% -0.0% 1.2 3,761 +0 4
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 1.2 7,921 +86 4
NMFC funds › NEW MTN FIN CORP HOLD 0.0% -0.0% 1.2 149,000 +0 4
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% -0.0% 1.1 4,134 -5 4
TJX funds › TJX COS INC NEW ADD 0.0% +0.0% 1.1 6,820 +50 4
SCHA funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 1.1 37,403 +0 4
LOW funds › LOWES COS INC ADD 0.0% -0.0% 1.1 4,584 +38 4
DIA funds › STATE STR SPDR DOW JONES IND ADD 0.0% -0.0% 1.1 2,275 +33 4
VISN funds › VISTANCE NETWORKS INC HOLD 0.0% +0.0% 1.1 57,785 +0 4
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.0% +0.0% 1.0 27,498 +0 4
SUSA funds › ISHARES TR ADD 0.0% -0.0% 1.0 7,835 +12 4
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 1.0 3,474 +3,474 1
IBTH funds › ISHARES TR HOLD 0.0% +0.0% 1.0 44,695 +0 2
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% +0.0% 1.0 18,491 -93 4
PEP funds › PEPSICO INC ADD 0.0% +0.0% 1.0 6,313 +117 4
VGT funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 1.0 1,368 -686 4
WSFS funds › WSFS FINL CORP HOLD 0.0% +0.0% 0.9 14,085 +0 4
WMT funds › WALMART INC ADD 0.0% +0.0% 0.9 7,256 +438 4
AAAU funds › GOLDMAN SACHS PHYSICAL GOLD HOLD 0.0% +0.0% 0.8 17,849 +0 4
PDP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.8 6,574 +0 4
ADAG funds › ADAGENE INC HOLD 0.0% +0.0% 0.8 199,610 +0 4
TEL funds › TE CONNECTIVITY PLC TRIM 0.0% -0.0% 0.8 3,700 -22 4
ECL funds › ECOLAB INC ADD 0.0% +0.0% 0.8 2,883 +13 4
EEMS funds › ISHARES INC HOLD 0.0% +0.0% 0.7 10,521 +0 4
MRK funds › MERCK & CO INC TRIM 0.0% +0.0% 0.7 5,935 -140 4
ARCC funds › ARES CAPITAL CORP NEW 0.0% +0.0% 0.7 39,225 +39,225 1
GE funds › GE AEROSPACE ADD 0.0% -0.0% 0.7 2,477 +42 4
MCD funds › MCDONALDS CORP ADD 0.0% +0.0% 0.7 2,251 +52 4
IYW funds › ISHARES TR ADD 0.0% -0.0% 0.7 3,829 +1 4
ESGD funds › ISHARES TR HOLD 0.0% +0.0% 0.7 7,039 +0 4
ISCV funds › ISHARES TR HOLD 0.0% +0.0% 0.7 9,399 +0 4
RTX funds › RTX CORPORATION ADD 0.0% +0.0% 0.6 3,250 +94 4
VOX funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.6 3,472 +0 4
FDX funds › FEDEX CORP TRIM 0.0% +0.0% 0.6 1,749 -19 4
SRRK funds › SCHOLAR ROCK HLDG CORP ADD 0.0% +0.0% 0.6 12,664 +164 4
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.6 3,235 -13 4
MS funds › MORGAN STANLEY ADD 0.0% -0.0% 0.6 3,623 +12 4
BAER funds › BRIDGER AEROSPACE GRP HLDGS ADD 0.0% +0.0% 0.6 296,192 +101,258 4
PGEN funds › PRECIGEN INC ADD 0.0% -0.0% 0.6 150,150 +150 4
VEU funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% +0.0% 0.6 7,712 +0 4
NFLX funds › NETFLIX INC. ADD 0.0% +0.0% 0.6 5,961 +3,068 4
DOV funds › DOVER CORP TRIM 0.0% +0.0% 0.6 2,710 -1 4
LLY funds › ELI LILLY & CO ADD 0.0% -0.0% 0.6 614 +61 4
FETH funds › FIDELITY ETHEREUM FD TRIM 0.0% -0.0% 0.6 26,999 -3,281 4
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% +0.0% 0.5 2,112 +68 4
NEE funds › NEXTERA ENERGY INC ADD 0.0% +0.0% 0.5 5,917 +135 4
CUSIP:92206C623 funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.5 2,399 +0 4
CVX funds › CHEVRON CORPORATION ADD 0.0% +0.0% 0.5 2,638 +138 4
VOT funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.5 2,117 -87 4
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.5 615 +2 4
PAVE funds › GLOBAL X FDS ADD 0.0% +0.0% 0.5 10,378 +209 4
QQQM funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.5 2,214 +0 4
IJH funds › ISHARES TR TRIM 0.0% -0.0% 0.5 7,760 -5,189 4
IYH funds › ISHARES TR HOLD 0.0% -0.0% 0.5 8,250 +0 4
VOE funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.5 2,702 -140 4
XLY funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.5 4,518 +1 4
TRGP funds › TARGA RES CORP HOLD 0.0% +0.0% 0.5 1,894 +0 4
SCHC funds › SCHWAB STRATEGIC TR HOLD 0.0% +0.0% 0.5 10,014 +0 4
VONE funds › VANGUARD SCOTTSDALE FDS HOLD 0.0% -0.0% 0.5 1,533 +0 4
GMF funds › SPDR INDEX SHS FDS HOLD 0.0% -0.0% 0.4 3,298 +0 4
QQQE funds › DIREXION SHARES ETF TRUST HOLD 0.0% -0.0% 0.4 4,522 +0 4
WMB funds › WILLIAMS COS INC ADD 0.0% +0.0% 0.4 6,032 +32 4
EWJ funds › ISHARES INC HOLD 0.0% +0.0% 0.4 5,164 +0 4
IUSG funds › ISHARES TR ADD 0.0% +0.0% 0.4 2,792 +1,038 4
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 0.4 450 +9 4
MTBA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.4 8,603 -1,235 4
HOOD funds › ROBINHOOD MKTS INC HOLD 0.0% -0.0% 0.4 6,000 +0 4
AMT funds › AMERICAN TOWER CORP TRIM 0.0% -0.0% 0.4 2,395 -188 4
VV funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.4 1,363 +0 4
FISV funds › FISERV INC ADD 0.0% -0.0% 0.4 7,198 +12 4
CSX funds › CSX CORP ADD 0.0% +0.0% 0.4 9,776 +95 4
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.4 1,651 -535 4
ABBV funds › ABBVIE INC ADD 0.0% -0.0% 0.4 1,821 +29 4
ACN funds › ACCENTURE PLC IRELAND ADD 0.0% -0.0% 0.4 1,992 +80 4
COP funds › CONOCOPHILLIPS TRIM 0.0% +0.0% 0.4 2,991 -7 4
COKE funds › COCA COLA CONS INC ADD 0.0% +0.0% 0.4 2,024 +4 4
VOOG funds › VANGUARD ADMIRAL FDS INC HOLD 0.0% -0.0% 0.4 949 +0 4
GILD funds › GILEAD SCIENCES INC TRIM 0.0% +0.0% 0.4 2,761 -18 4
ET funds › ENERGY TRANSFER L P HOLD 0.0% +0.0% 0.4 19,767 +0 4
J funds › JACOBS SOLUTIONS INC HOLD 0.0% -0.0% 0.4 2,945 +0 4
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% +0.0% 0.4 615 +13 4
FSK funds › FS KKR CAP CORP ADD 0.0% -0.0% 0.4 36,364 +5,356 4
MGK funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.4 996 +1 4
CWB funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.4 3,957 +1 4
JIRE funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% +0.0% 0.4 4,656 +0 4
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 0.3 11,680 -256 4
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.3 4,209 -544 4
PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD 0.0% +0.0% 0.3 4,131 +0 4
SPGI funds › S&P GLOBAL INC ADD 0.0% -0.0% 0.3 786 +45 4
SIRI funds › SIRIUSXM HOLDINGS INC HOLD 0.0% +0.0% 0.3 14,412 +0 4
C funds › CITIGROUP INC TRIM 0.0% -0.0% 0.3 2,885 -82 4
IYJ funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,200 +0 4
BAC funds › BANK AMERICA CORP TRIM 0.0% -0.0% 0.3 6,549 -517 4
PPG funds › PPG INDS INC HOLD 0.0% +0.0% 0.3 2,939 +0 4
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% -0.0% 0.3 1,539 +68 4
EXG funds › EATON VANCE TAX-MANAGED GLOB HOLD 0.0% -0.0% 0.3 35,659 +0 4
SYK funds › STRYKER CORPORATION TRIM 0.0% -0.0% 0.3 920 -3,490 4
VDC funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 0.3 1,342 +0 4
IXN funds › ISHARES TR HOLD 0.0% -0.0% 0.3 3,000 +0 4
BN funds › BROOKFIELD CORP HOLD 0.0% -0.0% 0.3 7,255 +0 4
MMM funds › 3M CO ADD 0.0% -0.0% 0.3 1,964 +13 4
VPU funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 0.3 1,433 +0 4
MPC funds › MARATHON PETE CORP NEW 0.0% +0.0% 0.3 1,144 +1,144 1
KKR funds › KKR & CO INC TRIM 0.0% -0.0% 0.3 3,005 -47 4
CNTX funds › CONTEXT THERAPEUTICS INC HOLD 0.0% +0.0% 0.3 104,631 +0 4
MTB funds › M & T BK CORP TRIM 0.0% +0.0% 0.3 1,320 -18 4
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.0% -0.0% 0.3 1,126 -9 4
MO funds › ALTRIA GROUP INC TRIM 0.0% +0.0% 0.3 4,105 -61 4
XBI funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.3 2,121 +0 3
BAR funds › GRANITESHARES GOLD TR TRIM 0.0% +0.0% 0.3 5,869 -4 3
UAL funds › UNITED AIRLS HLDGS INC NEW 0.0% +0.0% 0.3 2,939 +2,939 1
HWM funds › HOWMET AEROSPACE INC ADD 0.0% +0.0% 0.3 1,142 +2 4
CAT funds › CATERPILLAR INC ADD 0.0% +0.0% 0.3 367 +13 2
VXF funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.3 1,258 +0 4
XLI funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.3 1,579 -568 4
FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW 0.0% +0.0% 0.3 4,283 +4,283 1
DASH funds › DOORDASH INC ADD 0.0% -0.0% 0.2 1,662 +6 4
LVHD funds › LEGG MASON ETF INVT TRIM 0.0% -0.0% 0.2 5,813 -1,138 4
JCI funds › JOHNSON CONTROLS INTERNATION TRIM 0.0% -0.0% 0.2 1,872 -742 4
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.0% +0.0% 0.2 722 +42 2
GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD 0.0% -0.0% 0.2 4,588 +0 4
APH funds › AMPHENOL CORP ADD 0.0% +0.0% 0.2 1,907 +125 3
XLE funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 3,917 -2,254 2
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.2 2,336 -14,141 4
BLCO funds › BAUSCH PLUS LOMB CORP NEW 0.0% +0.0% 0.2 15,000 +15,000 1
VZ funds › VERIZON COMMUNICATIONS INC NEW 0.0% +0.0% 0.2 4,733 +4,733 1
USMV funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,552 +2 4
SLM funds › SLM CORP HOLD 0.0% -0.0% 0.2 10,960 +0 4
LIN funds › LINDE PLC NEW 0.0% +0.0% 0.2 461 +461 1
APO funds › APOLLO GLOBAL MGMT INC HOLD 0.0% -0.0% 0.2 2,025 +0 4
QVAL funds › EA SERIES TRUST HOLD 0.0% +0.0% 0.2 4,313 +0 3
NTRA funds › NATERA INC ADD 0.0% -0.0% 0.2 1,123 +2 2
CUSIP:438516106 funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.2 973 +973 1
PM funds › PHILIP MORRIS INTL INC TRIM 0.0% +0.0% 0.2 1,320 -23 4
JQUA funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.2 3,505 +80 3
PSX funds › PHILLIPS 66 NEW 0.0% +0.0% 0.2 1,171 +1,171 1
KO funds › COCA COLA CO NEW 0.0% +0.0% 0.2 2,799 +2,799 1
UBER funds › UBER TECHNOLOGIES INC ADD 0.0% -0.0% 0.2 2,954 +172 3
MSTR funds › STRATEGY INC TRIM 0.0% -0.0% 0.2 1,701 -22 4
MDLZ funds › MONDELEZ INTL INC NEW 0.0% +0.0% 0.2 3,678 +3,678 1
XLB funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 4,230 -1,280 4
CL funds › COLGATE PALMOLIVE CO NEW 0.0% +0.0% 0.2 2,471 +2,471 1
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.2 1,819 +34 3
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.2 1,130 -8 4
HCC funds › WARRIOR MET COAL INC NEW 0.0% +0.0% 0.2 2,189 +2,189 1
BCSF funds › BAIN CAP SPECIALTY FIN INC HOLD 0.0% -0.0% 0.1 12,092 +0 4
NRK funds › NUVEEN NY AMT FREE HOLD 0.0% +0.0% 0.1 12,123 +0 4
FSCO funds › FS CREDIT OPPORTUNITIES CORP HOLD 0.0% -0.0% 0.1 21,423 +0 4
OPK funds › OPKO HEALTH INC ADD 0.0% +0.0% 0.0 14,383 +2,000 4
ANIP funds › ANI PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -2,700 0
DCI funds › DONALDSON INC EXIT 0.0% -0.0% 0.0 0 -2,422 0
XLF funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -4,343 0
AON funds › AON PLC EXIT 0.0% -0.0% 0.0 0 -588 0
UPRO funds › PROSHARES TR EXIT 0.0% -0.0% 0.0 0 -2,001 0
PH funds › PARKER-HANNIFIN CORP EXIT 0.0% -0.0% 0.0 0 -232 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
2026Q1 4,868 260 0.03 76% 0.117 0.957 in
2025Q4 4,907 251 0.02 76% 0.122 0.955 in
2025Q3 4,856 271 0.01 76% 0.122 0.956 in
2025Q2 4,510 263 0.05 76% 0.123 0.949 entered
2025Q1 4,129 251 0.00 76% 0.124 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