Fund Universe

Baron Wealth Management LLC

CIK 0001968507 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.535
AUM ($M)
386
Positions
304
Turnover
0.07
Top-10 wt
53%
Herfindahl
0.049
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 326 positions · portfolio value $386M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
QUAL funds › ISHARES TR ADD 16.0% -0.1% 61.8 281,840 +1,098 5
MFSI funds › MFS ACTIVE EXCHANGE TRADED F ADD 8.4% -0.3% 32.3 993,624 +19,178 5
DIVI funds › FRANKLIN TEMPLETON ETF TR ADD 8.3% -0.5% 32.0 748,975 +9,325 5
IJR funds › ISHARES TR TRIM 6.2% -0.2% 24.0 161,676 -10,552 5
AAPL funds › APPLE INC TRIM 4.1% -0.2% 16.0 55,142 -1,708 5
SNA funds › SNAP ON INC HOLD 2.6% -0.1% 9.8 24,447 +0 5
SDVY funds › FIRST TR EXCHANGE TRADED FD ADD 2.4% +0.2% 9.2 213,371 +25,440 5
IVOG funds › VANGUARD ADMIRAL FDS INC ADD 2.3% +0.4% 8.7 59,722 +9,308 3
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.6% -0.0% 6.3 8,466 -15 5
RIVN funds › RIVIAN AUTOMOTIVE INC HOLD 1.4% -0.0% 5.4 313,953 +0 5
NVDA funds › NVIDIA CORPORATION ADD 1.2% +0.0% 4.7 23,604 +717 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 1.2% -0.1% 4.7 19,686 +21 5
IVW funds › ISHARES TR ADD 1.0% +0.1% 3.9 28,624 +139 5
MSFT funds › MICROSOFT CORP ADD 1.0% +0.0% 3.9 10,478 +1,725 5
GOOGL funds › ALPHABET INC ADD 1.0% +0.1% 3.8 10,626 +329 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 1.0% -0.0% 3.7 51,693 +126 5
AMZN funds › AMAZON COM INC ADD 1.0% +0.0% 3.7 15,434 +406 5
GOOG funds › ALPHABET INC TRIM 0.8% +0.0% 3.1 8,661 -108 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.8% -0.1% 2.9 11,563 -210 5
FELG funds › FIDELITY COVINGTON TRUST ADD 0.7% +0.2% 2.5 57,851 +15,943 5
AVGO funds › BROADCOM INC ADD 0.6% +0.1% 2.4 6,333 +558 5
JPM funds › JPMORGAN CHASE & CO ADD 0.5% -0.0% 2.1 6,315 +155 5
QQQ funds › INVESCO QQQ TR HOLD 0.5% +0.0% 1.9 2,538 +0 5
BWA funds › BORGWARNER INC ADD 0.5% +0.0% 1.8 26,894 +287 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.5% +0.3% 1.8 1,541 -135 5
FIVE funds › FIVE BELOW INC TRIM 0.5% -0.2% 1.7 9,702 -20 5
PH funds › PARKER-HANNIFIN CORP TRIM 0.4% -0.0% 1.7 1,769 -54 5
ADI funds › ANALOG DEVICES INC TRIM 0.4% +0.0% 1.7 4,276 -204 5
CAT funds › CATERPILLAR INC ADD 0.4% +0.1% 1.6 1,528 +68 5
V funds › VISA INC ADD 0.4% +0.0% 1.5 4,416 +418 5
CSCO funds › CISCO SYS INC ADD 0.4% +0.1% 1.5 12,651 +849 5
JBL funds › JABIL INC TRIM 0.4% +0.1% 1.4 3,508 -23 5
TSLA funds › TESLA INC TRIM 0.3% -0.0% 1.3 3,151 -107 5
SAN funds › BANCO SANTANDER SA ADD 0.3% +0.0% 1.3 94,626 +1,430 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.3% +0.1% 1.3 2,727 -47 5
WMT funds › WALMART INC TRIM 0.3% -0.1% 1.3 11,432 -810 5
EFA funds › ISHARES TR TRIM 0.3% -0.0% 1.2 11,836 -18 5
MS funds › MORGAN STANLEY ADD 0.3% +0.0% 1.2 5,817 +102 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% -0.0% 1.2 2,384 +203 5
GILD funds › GILEAD SCIENCES INC ADD 0.3% -0.1% 1.1 8,953 +423 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.0% 1.1 941 +42 5
BND funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 1.1 15,285 +1,732 3
BCS funds › BARCLAYS PLC ADD 0.3% +0.1% 1.1 40,847 +5,559 5
BKDV funds › BNY MELLON ETF TRUST II ADD 0.3% +0.0% 1.1 32,419 +4,825 3
PG funds › PROCTER & GAMBLE CO ADD 0.3% -0.0% 1.1 7,361 +717 5
AEIS funds › ADVANCED ENERGY INDS ADD 0.3% +0.0% 1.1 2,883 +5 5
CTVA funds › CORTEVA INC ADD 0.3% -0.0% 1.1 12,419 +446 5
GTX funds › GARRETT MOTION INC ADD 0.3% +0.1% 1.0 28,723 +1,399 5
VOO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 1.0 1,504 +7 5
LIN funds › LINDE PLC ADD 0.3% -0.0% 1.0 1,928 +31 5
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 1.0 1,776 -241 5
VTV funds › VANGUARD INDEX FDS ADD 0.3% -0.0% 1.0 4,573 +16 5
IWM funds › ISHARES TR TRIM 0.3% +0.0% 1.0 3,278 -6 5
IWR funds › ISHARES TR TRIM 0.3% -0.0% 1.0 8,889 -53 5
NWG funds › NATWEST GROUP PLC ADD 0.3% +0.0% 1.0 55,179 +7,121 5
LOW funds › LOWES COS INC TRIM 0.3% -0.1% 1.0 4,380 -325 5
FAST funds › FASTENAL CO TRIM 0.2% -0.0% 1.0 20,030 -31 5
USB funds › US BANCORP ADD 0.2% +0.0% 1.0 15,752 +2,285 5
MO funds › ALTRIA GROUP INC ADD 0.2% +0.0% 0.9 12,924 +1,519 5
ABBV funds › ABBVIE INC TRIM 0.2% -0.0% 0.9 3,422 -47 5
DB funds › DEUTSCHE BK AG ADD 0.2% -0.0% 0.8 24,957 +98 5
SPGI funds › S&P GLOBAL INC ADD 0.2% -0.0% 0.8 2,046 +186 5
MA funds › MASTERCARD INCORPORATED ADD 0.2% +0.0% 0.8 1,612 +253 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 0.8 1,957 +540 5
CL funds › COLGATE PALMOLIVE CO ADD 0.2% +0.0% 0.8 8,860 +1,995 5
ODFL funds › OLD DOMINION FREIGHT LINE IN ADD 0.2% +0.0% 0.8 3,714 +608 2
AMGN funds › AMGEN INC TRIM 0.2% -0.0% 0.8 2,185 -40 4
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.2% +0.1% 0.8 1,035 +128 5
VTI funds › VANGUARD INDEX FDS NEW 0.2% +0.2% 0.8 2,103 +2,103 1
CBT funds › CABOT CORP ADD 0.2% +0.1% 0.8 8,512 +2,075 4
HEI funds › HEICO CORP NEW TRIM 0.2% +0.0% 0.8 2,113 -4 5
EFXT funds › ENERFLEX LTD ADD 0.2% +0.0% 0.7 30,530 +751 5
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.2% +0.0% 0.7 890 -473 5
NFLX funds › NETFLIX INC. TRIM 0.2% -0.1% 0.7 10,447 -1,366 5
BAC funds › BANK OF AMER CORP TRIM 0.2% +0.0% 0.7 12,586 -57 5
MCO funds › MOODYS CORP ADD 0.2% +0.0% 0.7 1,557 +377 5
OEF funds › ISHARES TR HOLD 0.2% -0.0% 0.7 1,920 +0 5
BFH funds › BREAD FINANCIAL HOLDINGS INC ADD 0.2% +0.0% 0.7 6,466 +392 3
CB funds › CHUBB LIMITED ADD 0.2% -0.0% 0.7 2,044 +2 5
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.2% -0.0% 0.7 4,705 +75 5
VO funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 0.7 8,387 +6,290 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.2% -0.1% 0.7 4,919 +28 5
VOD funds › VODAFONE GROUP PLC ADD 0.2% -0.1% 0.7 50,591 +95 5
WFC funds › WELLS FARGO & CO TRIM 0.2% -0.0% 0.7 8,040 -794 5
ASML funds › ASML HLDG NV ADD 0.2% +0.0% 0.7 333 +6 5
MGA funds › MAGNA INTL INC ADD 0.2% +0.0% 0.7 10,086 +1,745 3
RTX funds › RTX CORPORATION ADD 0.2% -0.0% 0.6 3,394 +140 5
SU funds › SUNCOR ENERGY INC NEW ADD 0.2% -0.1% 0.6 11,981 +345 5
TRV funds › TRAVELERS COMPANIES INC ADD 0.2% +0.0% 0.6 1,918 +163 5
TSEM funds › TOWER SEMICONDUCTOR LTD ADD 0.2% +0.1% 0.6 2,423 +388 2
EMR funds › EMERSON ELEC CO TRIM 0.2% -0.0% 0.6 4,333 -49 5
BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD 0.2% +0.0% 0.6 24,421 +1,531 5
BPOP funds › POPULAR INC ADD 0.2% +0.0% 0.6 3,720 +14 5
C funds › CITIGROUP INC ADD 0.2% +0.0% 0.6 4,257 +52 5
GLW funds › CORNING INC ADD 0.2% +0.1% 0.6 2,303 +308 2
ON funds › ON SEMICONDUCTOR CORP HOLD 0.2% +0.0% 0.6 6,212 +0 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.2% +0.2% 0.6 1,005 +1,005 1
GE funds › GE AEROSPACE ADD 0.2% +0.0% 0.6 1,548 +26 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 0.6 564 +26 5
DHR funds › DANAHER CORP DEL ADD 0.1% -0.0% 0.6 2,971 +312 5
IVLU funds › ISHARES TR ADD 0.1% -0.0% 0.6 13,469 +207 5
VRSN funds › VERISIGN INC ADD 0.1% +0.0% 0.6 2,218 +531 2
CLS funds › CELESTICA INC ADD 0.1% +0.0% 0.6 1,519 +66 5
TOL funds › TOLL BROTHERS INC ADD 0.1% +0.1% 0.5 3,279 +1,399 3
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 0.5 1,976 +331 5
AFL funds › AFLAC INC ADD Common Stock 0.1% -0.0% 0.5 4,528 +167 5
SYK funds › STRYKER CORPORATION ADD 0.1% -0.0% 0.5 1,658 +251 5
KGC funds › KINROSS GOLD CORP ADD 0.1% -0.1% 0.5 21,941 +653 5
ALL funds › ALLSTATE CORP ADD 0.1% +0.0% 0.5 2,141 +263 5
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 0.5 3,920 -362 5
MFC funds › MANULIFE FINL CORP ADD 0.1% +0.0% 0.5 12,432 +291 5
IGF funds › ISHARES TR ADD 0.1% -0.0% 0.5 7,394 +81 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.5 415 +34 3
VRSK funds › VERISK ANALYTICS INC ADD 0.1% -0.0% 0.5 2,716 +193 5
FBP funds › FIRST BANCORP CORPORATION ADD 0.1% +0.0% 0.5 18,551 +3,344 5
AA funds › ALCOA CORP ADD 0.1% -0.1% 0.5 9,044 +15 3
CTAS funds › CINTAS CORP ADD 0.1% +0.0% 0.5 2,739 +588 5
NOW funds › SERVICENOW INC TRIM 0.1% -0.0% 0.5 4,686 -282 5
CNS funds › COHEN & STEERS INC ADD 0.1% +0.0% 0.5 6,100 +1,230 2
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.1% -0.0% 0.5 1,587 +244 5
CM funds › CANADIAN IMPERIAL BANK OF CO ADD 0.1% +0.0% 0.5 3,995 +355 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.5 1,603 +130 5
IMO funds › IMPERIAL OIL LTD TRIM 0.1% -0.0% 0.5 4,024 -6 5
WCC funds › WESCO INTL INC TRIM 0.1% +0.0% 0.5 1,303 -27 5
TYL funds › TYLER TECHNOLOGIES INC TRIM 0.1% -0.1% 0.4 1,536 -280 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.1% -0.0% 0.4 3,507 -43 5
CUSIP:624756102 funds › MUELLER INDS INC ADD 0.1% -0.0% 0.4 3,604 +20 5
MMM funds › 3M CO TRIM 0.1% -0.0% 0.4 2,714 -503 5
WRB funds › BERKLEY W R CORP ADD 0.1% -0.0% 0.4 6,221 +1 5
CGAU funds › CENTERRA GOLD INC TRIM 0.1% -0.0% 0.4 27,488 -114 5
KFY funds › KORN FERRY ADD 0.1% +0.1% 0.4 6,497 +3,265 2
RSP funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% -0.0% 0.4 1,989 +0 3
KMT funds › KENNAMETAL INC ADD 0.1% -0.0% 0.4 12,054 +82 5
WST funds › WEST PHARMACEUTICAL SVSC INC ADD 0.1% +0.0% 0.4 1,174 +20 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.4 3,009 +3,009 1
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 0.4 4,781 -667 5
IDMO funds › INVESCO EXCH TRADED FD TR II ADD 0.1% -0.0% 0.4 6,943 +59 5
RBA funds › RB GLOBAL INC TRIM 0.1% +0.0% 0.4 3,545 -8 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.1% +0.0% 0.4 1,668 +106 5
MSCI funds › MSCI INC ADD 0.1% +0.0% 0.4 731 +179 5
HOFT funds › HOOKER FURNISHINGS CORPORATI ADD 0.1% +0.0% 0.4 22,960 +6,364 5
LII funds › LENNOX INTL INC ADD 0.1% +0.0% 0.4 714 +83 5
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 0.4 2,609 +41 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.4 435 +4 5
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.1% 0.4 2,425 -186 5
IDXX funds › IDEXX LABS INC TRIM 0.1% -0.0% 0.4 759 -1 5
SAIA funds › SAIA INC ADD 0.1% +0.0% 0.4 944 +17 5
APH funds › AMPHENOL CORP TRIM 0.1% +0.0% 0.4 2,254 -88 5
MCK funds › MCKESSON CORP TRIM 0.1% -0.0% 0.4 525 -21 5
ADSK funds › AUTODESK INC TRIM 0.1% -0.0% 0.4 2,029 -56 2
UI funds › UBIQUITI INC TRIM 0.1% -0.1% 0.4 734 -48 5
MUR funds › MURPHY OIL CORP TRIM 0.1% -0.0% 0.4 12,014 -104 5
CCI funds › CROWN CASTLE INC NEW 0.1% +0.1% 0.4 5,134 +5,134 1
BTE funds › BAYTEX ENERGY CORP TRIM 0.1% -0.0% 0.4 96,087 -1,630 3
JOYY funds › JOYY INC TRIM 0.1% -0.0% 0.4 5,808 -2,404 5
ADP funds › AUTOMATIC DATA PROCESSING IN NEW 0.1% +0.1% 0.4 1,694 +1,694 1
PGR funds › PROGRESSIVE CORP ADD 0.1% +0.0% 0.4 1,716 +393 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.0% 0.4 747 -3 5
PHIN funds › PHINIA INC ADD 0.1% +0.0% 0.4 4,542 +160 4
UNP funds › UNION PAC CORP ADD 0.1% -0.0% 0.4 1,372 +18 5
ENSG funds › ENSIGN GROUP INC TRIM 0.1% -0.0% 0.4 2,305 -4 5
CYD funds › CHINA YUCHAI INTL LTD ADD 0.1% +0.0% 0.4 7,783 +1,898 2
TS funds › TENARIS S A TRIM 0.1% -0.0% 0.4 6,633 -99 5
BKE funds › BUCKLE INC ADD 0.1% -0.0% 0.4 8,717 +720 5
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 0.4 2,425 +8 5
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.1% -0.0% 0.4 3,734 +47 5
DLX funds › DELUXE CORP MEDIUM TERM NTS TRIM 0.1% -0.0% 0.4 15,315 -1,336 3
SIGI funds › SELECTIVE INS GROUP INC ADD 0.1% +0.0% 0.4 3,722 +261 5
GWW funds › WW GRAINGER INC HOLD 0.1% +0.0% 0.4 265 +0 5
DDS funds › DILLARDS INC TRIM 0.1% -0.0% 0.4 674 -5 5
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.4 3,466 -39 5
ETR funds › ENTERGY CORP NEW HOLD 0.1% -0.0% 0.4 3,056 +0 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.1% -0.0% 0.3 3,783 -27 5
MINT funds › PIMCO ETF TR TRIM 0.1% -0.0% 0.3 3,462 -112 5
PHM funds › PULTE GROUP INC TRIM 0.1% -0.0% 0.3 2,522 -678 2
ECL funds › ECOLAB INC TRIM 0.1% -0.1% 0.3 1,234 -519 5
ROL funds › ROLLINS INC TRIM 0.1% -0.0% 0.3 8,185 -12 5
AXP funds › AMERICAN EXPRESS CO ADD 0.1% -0.0% 0.3 1,007 +11 5
WAFD funds › WAFD INC ADD 0.1% +0.0% 0.3 8,869 +149 3
GD funds › GENERAL DYNAMICS CORP ADD 0.1% +0.0% 0.3 956 +126 4
LOPE funds › GRAND CANYON ED INC TRIM 0.1% -0.0% 0.3 2,354 -12 5
FMS funds › FRESENIUS MEDICAL CARE AG NEW 0.1% +0.1% 0.3 14,860 +14,860 1
ROK funds › ROCKWELL AUTOMATION INC NEW 0.1% +0.1% 0.3 675 +675 1
MEDP funds › MEDPACE HLDGS INC TRIM 0.1% -0.0% 0.3 624 -4 5
CBOE funds › CBOE GLOBAL MKTS INC TRIM 0.1% -0.1% 0.3 1,350 -345 5
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.1% -0.0% 0.3 1,208 -67 5
KO funds › COCA COLA CO ADD 0.1% +0.0% 0.3 4,019 +1,282 2
IX funds › ORIX CORP NEW 0.1% +0.1% 0.3 8,584 +8,584 1
ATKR funds › ATKORE INC ADD 0.1% +0.0% 0.3 4,288 +581 3
CVS funds › CVS HEALTH CORP NEW 0.1% +0.1% 0.3 3,152 +3,152 1
VEEV funds › VEEVA SYS INC TRIM 0.1% -0.0% 0.3 1,830 -46 5
AMT funds › AMERICAN TOWER CORP NEW 0.1% +0.1% 0.3 1,979 +1,979 1
EQR funds › EQUITY RESIDENTIAL NEW 0.1% +0.1% 0.3 4,679 +4,679 1
MOAT funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.3 3,025 +0 2
TNL funds › TRAVEL PLUS LEISURE CO TRIM 0.1% -0.0% 0.3 4,111 -842 3
SII funds › SPROTT INC ADD 0.1% -0.0% 0.3 2,796 +761 2
PANW funds › PALO ALTO NETWORKS INC NEW 0.1% +0.1% 0.3 900 +900 1
ES funds › EVERSOURCE ENERGY ADD 0.1% +0.0% 0.3 4,173 +1,141 2
BA funds › BOEING CO ADD 0.1% +0.0% 0.3 1,392 +131 3
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.3 1,663 +353 2
KLAC funds › KLA CORP NEW 0.1% +0.1% 0.3 985 +985 1
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.1% -0.0% 0.3 1,907 -84 5
CUSIP:74587V107 funds › PUMA BIOTECHNOLOGY INC TRIM 0.1% +0.0% 0.3 36,372 -1,906 4
ZIM funds › ZIM INTEGRATED SHIPPING SERV TRIM 0.1% -0.0% 0.3 11,149 -67 3
SENEA funds › SENECA FOODS CORP NEW ADD 0.1% +0.0% 0.3 1,662 +44 2
CSX funds › CSX CORP TRIM 0.1% -0.0% 0.3 6,060 -703 5
SNX funds › TD SYNNEX CORPORATION NEW 0.1% +0.1% 0.3 1,077 +1,077 1
SNDR funds › SCHNEIDER NATIONAL INC NEW 0.1% +0.1% 0.3 7,840 +7,840 1
VTWO funds › VANGUARD SCOTTSDALE FDS HOLD 0.1% +0.0% 0.3 2,326 +0 5
PAYX funds › PAYCHEX INC ADD 0.1% -0.0% 0.3 2,831 +20 5
HD funds › HOME DEPOT INC ADD 0.1% +0.0% 0.3 782 +94 5
CGXU funds › CAPITAL GROUP INTL FOCUS EQT HOLD 0.1% +0.0% 0.3 7,928 +0 2
OVV funds › OVINTIV INC ADD 0.1% -0.0% 0.3 5,212 +4 2
NXST funds › NEXSTAR MEDIA GROUP INC TRIM 0.1% -0.0% 0.3 1,526 -460 5
RUSHA funds › RUSH ENTERPRISES INC ADD 0.1% +0.0% 0.3 3,732 +682 2
HCA funds › HCA HEALTHCARE INC TRIM 0.1% -0.0% 0.3 697 -105 5
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 0.3 2,976 +27 5
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.1% -0.0% 0.3 1,617 +164 4
NHC funds › NATIONAL HEALTHCARE CORP NEW 0.1% +0.1% 0.3 1,258 +1,258 1
FIX funds › COMFORT SYS USA INC NEW 0.1% +0.1% 0.3 134 +134 1
TNK funds › TEEKAY TANKERS LTD ADD 0.1% -0.0% 0.3 4,094 +178 3
PVAL funds › PUTNAM ETF TRUST HOLD 0.1% -0.0% 0.3 5,212 +0 2
KTB funds › KONTOOR BRANDS INC NEW 0.1% +0.1% 0.3 3,185 +3,185 1
CSTM funds › CONSTELLIUM SE NEW 0.1% +0.1% 0.3 8,285 +8,285 1
DBX funds › DROPBOX INC NEW 0.1% +0.1% 0.3 9,592 +9,592 1
DHT funds › DHT HOLDINGS INC ADD 0.1% -0.0% 0.3 15,843 +1,093 5
IVV funds › ISHARES TR HOLD 0.1% -0.0% 0.3 349 +0 5
NMR funds › NOMURA HLDGS INC ADD 0.1% +0.0% 0.3 29,766 +13,064 5
ACN funds › ACCENTURE PLC IRELAND NEW 0.1% +0.1% 0.3 2,099 +2,099 1
LRCX funds › LAM RESEARCH CORP NEW 0.1% +0.1% 0.3 601 +601 1
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.1% -0.0% 0.3 626 -19 5
BAP funds › CREDICORP LTD HOLD 0.1% -0.0% 0.3 667 +0 2
SO funds › SOUTHERN CO ADD 0.1% -0.0% 0.3 2,713 +41 5
PEP funds › PEPSICO INC TRIM 0.1% -0.0% 0.3 1,916 -95 2
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 0.1% -0.0% 0.3 2,090 -139 5
CUSIP:008252108 funds › AFFILIATED MANAGERS GROUP HOLD 0.1% +0.0% 0.3 759 +0 3
FBCG funds › FIDELITY COVINGTON TRUST HOLD 0.1% +0.0% 0.3 4,123 +0 2
DOV funds › DOVER CORP HOLD 0.1% -0.0% 0.3 1,140 +0 3
VMC funds › VULCAN MATLS CO ADD 0.1% -0.0% 0.3 860 +33 4
SIG funds › SIGNET JEWELERS LIMITED ADD 0.1% -0.0% 0.3 2,934 +38 5
FHI funds › FEDERATED HERMES INC ADD 0.1% -0.0% 0.3 4,545 +146 2
QCOM funds › QUALCOMM INC NEW 0.1% +0.1% 0.2 1,344 +1,344 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.1% +0.1% 0.2 574 +574 1
NAT funds › NORDIC AMERICAN TANKERS LIMI TRIM 0.1% -0.0% 0.2 44,327 -730 5
ACT funds › ENACT HLDGS INC ADD 0.1% -0.0% 0.2 5,367 +119 2
CMC funds › COMMERCIAL METALS CO ADD 0.1% -0.0% 0.2 3,897 +77 4
YELP funds › YELP INC NEW 0.1% +0.1% 0.2 9,961 +9,961 1
BR funds › BROADRIDGE FINL SOLUTIONS IN TRIM 0.1% -0.0% 0.2 1,777 -126 5
THC funds › TENET HEALTHCARE CORP ADD 0.1% -0.0% 0.2 1,289 +174 4
AIT funds › APPLIED INDL TECHNOLOGIES IN NEW 0.1% +0.1% 0.2 711 +711 1
IHG funds › INTERCONTINENTAL HOTELS GROU NEW 0.1% +0.1% 0.2 1,364 +1,364 1
PRDO funds › PERDOCEO ED CORP ADD 0.1% -0.0% 0.2 7,356 +636 2
GHC funds › GRAHAM HLDGS CO TRIM 0.1% -0.0% 0.2 206 -2 5
WAB funds › WABTEC TRIM 0.1% -0.0% 0.2 870 -14 2
FLR funds › FLUOR CORP TRIM 0.1% -0.0% 0.2 4,445 -511 3
TDY funds › TELEDYNE TECHNOLOGIES INC HOLD 0.1% -0.0% 0.2 349 +0 2
RGA funds › REINSURANCE GROUP AMER INC ADD 0.1% -0.0% 0.2 1,088 +2 3
NSC funds › NORFOLK SOUTHN CORP HOLD 0.1% -0.0% 0.2 735 +0 4
MCY funds › MERCURY GENL CORP NEW NEW 0.1% +0.1% 0.2 2,156 +2,156 1
ORCL funds › ORACLE CORP ADD 0.1% -0.0% 0.2 1,564 +148 5
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.0% 0.2 2,190 -432 2
DIS funds › DISNEY WALT CO ADD 0.1% -0.0% 0.2 2,353 +47 5
AIG funds › AMERICAN INTL GROUP INC ADD 0.1% -0.0% 0.2 3,033 +7 5
BKTI funds › BK TECHNOLOGIES CORPORATION TRIM 0.1% -0.0% 0.2 2,611 -201 4
ITRN funds › ITURAN LOCATION AND CONTROL NEW 0.1% +0.1% 0.2 3,626 +3,626 1
ENVA funds › ENOVA INTL INC NEW 0.1% +0.1% 0.2 918 +918 1
NSIT funds › INSIGHT ENTERPRISES INC NEW 0.1% +0.1% 0.2 1,813 +1,813 1
EOG funds › EOG RES INC HOLD 0.1% -0.0% 0.2 1,702 +0 2
RRR funds › RED ROCK RESORTS INC TRIM 0.1% -0.2% 0.2 3,392 -12,326 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 0.2 1,925 -30 3
OC funds › OWENS CORNING NEW NEW 0.1% +0.1% 0.2 1,380 +1,380 1
TDW funds › TIDEWATER INC NEW ADD 0.1% -0.0% 0.2 3,286 +141 2
HIG funds › HARTFORD INSURANCE GROUP INC TRIM 0.1% -0.0% 0.2 1,639 -170 3
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO NEW 0.1% +0.1% 0.2 5,591 +5,591 1
WSFS funds › WSFS FINL CORP NEW 0.1% +0.1% 0.2 2,811 +2,811 1
PFS funds › PROVIDENT FINL SVCS INC NEW 0.1% +0.1% 0.2 8,966 +8,966 1
URI funds › UNITED RENTALS INC NEW 0.1% +0.1% 0.2 186 +186 1
QUAD funds › QUAD / GRAPHICS INC ADD 0.1% +0.0% 0.2 24,973 +3,107 2
PNFP funds › PINNACLE FINL PARTNERS INC NEW 0.1% +0.1% 0.2 2,079 +2,079 1
TXN funds › TEXAS INSTRS INC NEW 0.1% +0.1% 0.2 699 +699 1
SHEL funds › SHELL PLC TRIM 0.1% -0.1% 0.2 2,677 -2,077 5
ZTS funds › ZOETIS INC TRIM 0.1% -0.1% 0.2 2,874 -889 5
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.2 284 +284 1
MKL funds › MARKEL GROUP INC TRIM 0.1% -0.0% 0.2 105 -33 3
INVH funds › INVITATION HOMES INC NEW 0.1% +0.1% 0.2 6,750 +6,750 1
RNR funds › RENAISSANCERE HLDGS LTD NEW 0.1% +0.1% 0.2 643 +643 1
EME funds › EMCOR GROUP INC NEW 0.1% +0.1% 0.2 245 +245 1
AM funds › ANTERO MIDSTREAM CORP TRIM 0.1% -0.0% 0.2 8,931 -500 2
DVN funds › DEVON ENERGY CORP NEW HOLD 0.1% -0.0% 0.2 4,855 +0 2
CME funds › CME GROUP INC TRIM 0.1% -0.0% 0.2 906 -18 5
AEG funds › AEGON LTD ADD 0.0% +0.0% 0.2 22,678 +11,442 2
PBI funds › PITNEY BOWES INC NEW 0.0% +0.0% 0.2 10,026 +10,026 1
INMD funds › INMODE LTD TRIM 0.0% -0.0% 0.2 11,854 -7,271 2
CDE funds › COEUR MNG INC TRIM 0.0% -0.0% 0.2 10,403 -1,442 2
TBLA funds › TABOOLA.COM LTD ADD 0.0% +0.0% 0.2 31,715 +20,111 3
SGHC funds › SUPER GROUP SGHC LIMITED NEW 0.0% +0.0% 0.2 11,643 +11,643 1
ERIC funds › TELEFONAKTIEBOLAGET LM ERICS ADD 0.0% -0.0% 0.2 13,955 +1,282 5
AGNC funds › AGNC INVT CORP ADD REIT 0.0% -0.0% 0.1 13,302 +200 3
EBS funds › EMERGENT BIOSOLUTIONS INC ADD 0.0% -0.0% 0.1 16,239 +1,119 3
MFG funds › MIZUHO FINANCIAL GROUP INC NEW 0.0% +0.0% 0.1 11,056 +11,056 1
TK funds › TEEKAY CORPORATION LTD TRIM 0.0% -0.0% 0.1 10,478 -185 3
LYG funds › LLOYDS BANKING GROUP PLC ADD 0.0% +0.0% 0.1 17,301 +6,724 4
MLCO funds › MELCO RESORTS AND ENTMNT LTD NEW 0.0% +0.0% 0.1 17,973 +17,973 1
III funds › INFORMATION SVCS GROUP INC NEW 0.0% +0.0% 0.1 14,550 +14,550 1
GWRE funds › GUIDEWIRE SOFTWARE INC EXIT 0.0% -0.1% 0.0 0 -1,436 0
WU funds › WESTERN UN CO EXIT 0.0% -0.1% 0.0 0 -19,992 0
T funds › AT&T INC EXIT 0.0% -0.1% 0.0 0 -7,495 0
EMBC funds › EMBECTA CORP EXIT 0.0% -0.1% 0.0 0 -28,403 0
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.1% 0.0 0 -3,542 0
IBP funds › INSTALLED BLDG PRODS INC EXIT 0.0% -0.1% 0.0 0 -1,143 0
INNV funds › INNOVAGE HLDG CORP EXIT 0.0% -0.0% 0.0 0 -12,959 0
HAL funds › HALLIBURTON CO EXIT 0.0% -0.1% 0.0 0 -5,327 0
SAP funds › SAP SE EXIT 0.0% -0.1% 0.0 0 -1,707 0
PENN funds › PENN ENTERTAINMENT INC EXIT 0.0% -0.2% 0.0 0 -36,363 0
SONY funds › SONY GROUP CORP EXIT 0.0% -0.1% 0.0 0 -9,854 0
F funds › FORD MTR CO EXIT 0.0% -0.2% 0.0 0 -58,916 0
HUBG funds › HUB GROUP INC EXIT 0.0% -0.1% 0.0 0 -5,705 0
CUSIP:866683105 funds › SUN CTRY AIRLS HLDGS INC EXIT 0.0% -0.1% 0.0 0 -12,862 0
CSGP funds › COSTAR GROUP INC EXIT 0.0% -0.1% 0.0 0 -6,277 0
RMD funds › RESMED INC EXIT 0.0% -0.1% 0.0 0 -1,227 0
AZN funds › ASTRAZENECA PLC EXIT 0.0% -0.1% 0.0 0 -1,036 0
KR funds › KROGER CO EXIT 0.0% -0.1% 0.0 0 -3,951 0
ORLA funds › ORLA MNG LTD NEW EXIT 0.0% -0.1% 0.0 0 -12,480 0
MDT funds › MEDTRONIC PLC EXIT 0.0% -0.1% 0.0 0 -2,401 0
HSY funds › HERSHEY CO EXIT 0.0% -0.1% 0.0 0 -1,029 0
APA funds › APA CORPORATION EXIT 0.0% -0.1% 0.0 0 -5,227 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 386 304 0.07 53% 0.049 0.534 in
2026Q1 334 279 0.09 54% 0.051 0.485 in
2025Q4 325 259 0.08 55% 0.056 0.463 in
2025Q3 302 248 0.05 58% 0.061 0.543 in
2025Q2 282 246 0.16 58% 0.062 0.348 entered
2025Q1 228 210 0.00 58% 0.071 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