Fund Universe

Legacy Capital Group California, Inc.

CIK 0001977092 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.087
AUM ($M)
332
Positions
297
Turnover
0.22
Top-10 wt
26%
Herfindahl
0.016
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 332 positions · portfolio value $332M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 10.1% -1.1% 33.6 115,979 -391 5
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 3.5% +2.9% 11.6 228,759 +196,523 5
BIL funds › SPDR SERIES TRUST TRIM 2.4% -0.9% 7.8 85,499 -7,280 5
SPYM funds › SPDR SERIES TRUST TRIM 1.6% -0.3% 5.2 59,104 -4,511 5
SPTM funds › SPDR SERIES TRUST TRIM 1.6% -0.3% 5.2 56,993 -4,462 5
GOOGL funds › ALPHABET INC ADD 1.5% +0.3% 4.9 13,572 +3,387 5
LDUR funds › PIMCO ETF TR ADD 1.4% -0.2% 4.5 46,974 +3,481 5
VFLO funds › VICTORY PORTFOLIOS II TRIM 1.3% -0.3% 4.4 97,216 -10,866 5
NVDA funds › NVIDIA CORPORATION ADD 1.3% +0.3% 4.4 21,913 +6,211 5
PYLD funds › PIMCO ETF TR ADD 1.3% -0.2% 4.2 157,121 +11,237 5
IBRX funds › IMMUNITYBIO INC NEW 1.2% +1.2% 3.9 446,000 +446,000 1
TMSL funds › T ROWE PRICE EXCHANGE-TRADED TRIM 1.1% -0.1% 3.7 84,145 -3,666 5
EEM funds › ISHARES TR ADD 1.0% +0.3% 3.3 47,529 +15,378 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.9% +0.1% 3.1 6,552 +306 5
ROE funds › EA SERIES TRUST TRIM 0.8% -0.2% 2.7 64,325 -9,552 5
CAT funds › CATERPILLAR INC ADD 0.8% +0.5% 2.7 2,532 +1,396 5
MRK funds › MERCK & CO INC ADD 0.8% +0.3% 2.5 19,689 +9,005 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.8% +0.3% 2.5 2,472 +1,205 5
MSFT funds › MICROSOFT CORP TRIM 0.8% -0.2% 2.5 6,678 -138 5
CAH funds › CARDINAL HEALTH INC ADD 0.7% -0.1% 2.4 10,131 +281 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.7% -0.0% 2.3 12,120 -2,318 5
C funds › CITIGROUP INC TRIM 0.7% -0.2% 2.2 15,985 -4,107 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.7% -0.1% 2.2 6,630 -141 5
AMZN funds › AMAZON COM INC ADD 0.7% +0.3% 2.2 9,105 +4,066 5
CVS funds › CVS HEALTH CORP TRIM 0.6% +0.1% 2.0 19,811 -449 5
CFG funds › CITIZENS FINL GROUP INC ADD 0.6% +0.3% 2.0 28,514 +15,570 5
BNY funds › BANK OF NY MELLON CORP ADD 0.6% +0.4% 2.0 13,511 +8,514 5
GD funds › GENERAL DYNAMICS CORP TRIM 0.6% -0.1% 1.9 5,420 -152 5
CSCO funds › CISCO SYS INC TRIM 0.6% +0.1% 1.9 16,223 -490 5
EZU funds › ISHARES INC ADD 0.6% -0.0% 1.9 27,271 +2,953 5
ALL funds › ALLSTATE CORP TRIM 0.6% -0.1% 1.9 7,851 -223 5
NBIS funds › NEBIUS GROUP N.V. NEW 0.6% +0.6% 1.8 6,691 +6,691 1
GEV funds › GE VERNOVA INC ADD 0.6% +0.4% 1.8 1,553 +1,164 2
EFA funds › ISHARES TR ADD 0.5% -0.0% 1.8 17,174 +2,070 5
ASML funds › ASML HLDG NV ADD 0.5% +0.3% 1.8 896 +486 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.5% +0.1% 1.8 1,846 -920 5
HWM funds › HOWMET AEROSPACE INC TRIM 0.5% -0.1% 1.8 6,574 -232 5
NEM funds › NEWMONT CORP ADD 0.5% -0.2% 1.8 18,821 +107 5
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.1% 1.7 4,036 -1,033 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.5% +0.1% 1.7 1,484 -1,779 5
GLW funds › CORNING INC TRIM 0.5% +0.1% 1.7 6,672 -1,737 5
RSP funds › INVESCO EXCHANGE TRADED FD T NEW 0.5% +0.5% 1.7 7,978 +7,978 1
CARY funds › ANGEL OAK FUNDS TRUST ADD 0.5% -0.1% 1.7 80,379 +6,052 5
VSAT funds › VIASAT INC NEW 0.5% +0.5% 1.7 18,558 +18,558 1
BTSG funds › BRIGHTSPRING HEALTH SVCS INC NEW 0.5% +0.5% 1.7 23,754 +23,754 1
RTX funds › RTX CORPORATION TRIM 0.5% -0.2% 1.6 8,686 -269 5
JBL funds › JABIL INC TRIM 0.5% +0.1% 1.6 4,183 -91 5
GOOG funds › ALPHABET INC TRIM 0.5% -0.0% 1.6 4,434 -143 5
UBS funds › UBS GROUP AG TRIM 0.5% -0.0% 1.6 31,602 -200 5
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 0.5% +0.1% 1.6 34,632 -911 5
RKLB funds › ROCKET LAB CORP NEW 0.5% +0.5% 1.6 15,325 +15,325 1
JNJ funds › JOHNSON & JOHNSON ADD 0.5% -0.1% 1.5 6,006 +46 5
GM funds › GENERAL MTRS CO ADD 0.5% -0.1% 1.5 19,711 +19 5
BE funds › BLOOM ENERGY CORP NEW 0.4% +0.4% 1.5 4,923 +4,923 1
DINO funds › HF SINCLAIR CORP TRIM 0.4% -0.1% 1.4 20,597 -470 5
TFLO funds › ISHARES TR NEW 0.4% +0.4% 1.4 28,323 +28,323 1
KLIC funds › KULICKE & SOFFA INDS INC TRIM 0.4% +0.1% 1.4 10,681 -3,119 5
ALB funds › ALBEMARLE CORP ADD 0.4% +0.1% 1.4 10,448 +5,958 5
CMI funds › CUMMINS INC TRIM 0.4% +0.0% 1.4 1,975 -41 5
PWR funds › QUANTA SVCS INC NEW 0.4% +0.4% 1.4 1,934 +1,934 1
COHR funds › COHERENT CORP NEW 0.4% +0.4% 1.4 3,519 +3,519 1
EWI funds › ISHARES INC ADD 0.4% -0.0% 1.4 22,999 +459 5
VIAV funds › VIAVI SOLUTIONS INC NEW 0.4% +0.4% 1.3 28,269 +28,269 1
FN funds › FABRINET ADD 0.4% +0.3% 1.3 2,398 +1,679 2
TSEM funds › TOWER SEMICONDUCTOR LTD NEW 0.4% +0.4% 1.3 5,169 +5,169 1
AVGO funds › BROADCOM INC TRIM 0.4% -0.0% 1.3 3,535 -28 5
EIS funds › ISHARES INC ADD 0.4% -0.1% 1.3 10,997 +18 3
APH funds › AMPHENOL CORP ADD 0.4% +0.2% 1.3 7,280 +3,303 4
XLI funds › SELECT SECTOR SPDR TR ADD 0.4% +0.1% 1.3 6,860 +2,094 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.4% -0.1% 1.2 4,223 -12 5
EWU funds › ISHARES TR ADD 0.4% -0.1% 1.2 26,573 +700 5
INTU funds › INTUIT ADD 0.4% +0.0% 1.2 4,659 +2,449 5
HIMS funds › HIMS & HERS HEALTH INC NEW 0.4% +0.4% 1.2 34,704 +34,704 1
KLAC funds › KLA CORP ADD 0.4% +0.1% 1.2 3,948 +3,530 4
DIS funds › DISNEY WALT CO TRIM 0.4% -0.1% 1.2 12,347 -250 5
FLRN funds › SPDR SERIES TRUST TRIM 0.4% -0.7% 1.2 38,449 -51,096 5
TPR funds › TAPESTRY INC TRIM 0.4% -0.1% 1.2 8,074 -72 5
EWD funds › ISHARES INC ADD 0.4% -0.1% 1.2 23,224 +666 5
IYY funds › ISHARES TR ADD 0.3% -0.0% 1.2 6,354 +13 3
LASR funds › NLIGHT INC NEW 0.3% +0.3% 1.2 16,617 +16,617 1
BCS funds › BARCLAYS PLC ADD 0.3% +0.0% 1.1 42,007 +353 5
DBMF funds › LITMAN GREGORY FDS TR TRIM 0.3% -0.1% 1.1 36,633 -2,186 5
FIX funds › COMFORT SYS USA INC TRIM 0.3% +0.0% 1.1 564 -39 2
FSK funds › FS KKR CAP CORP TRIM 0.3% -0.2% 1.1 105,870 -22,819 5
NTR funds › NUTRIEN LTD TRIM 0.3% -0.2% 1.1 17,541 -164 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.3% -0.0% 1.1 19,449 -441 5
PL funds › PLANET LABS PBC NEW 0.3% +0.3% 1.1 32,647 +32,647 1
QCOM funds › QUALCOMM INC TRIM 0.3% -0.2% 1.1 5,851 -5,144 5
CCJ funds › CAMECO CORP ADD 0.3% +0.0% 1.1 10,604 +3,750 5
ADM funds › ARCHER DANIELS MIDLAND CO TRIM 0.3% -0.1% 1.1 14,110 -290 5
VRTX funds › VERTEX PHARMACEUTICALS INC TRIM 0.3% -0.1% 1.1 2,118 -62 4
WOLF funds › WOLFSPEED INC NEW 0.3% +0.3% 1.0 21,415 +21,415 1
ROST funds › ROSS STORES INC NEW 0.3% +0.3% 1.0 4,842 +4,842 1
BAC funds › BANK OF AMER CORP TRIM 0.3% -0.2% 1.0 17,863 -10,304 5
META funds › META PLATFORMS INC TRIM 0.3% -0.3% 1.0 1,804 -840 5
LUNR funds › INTUITIVE MACHINES INC NEW 0.3% +0.3% 1.0 47,264 +47,264 1
CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.3% -0.1% 1.0 38,528 +2,688 2
XLF funds › SELECT SECTOR SPDR TR ADD 0.3% +0.1% 1.0 18,470 +5,414 5
EQT funds › EQT CORP ADD 0.3% -0.1% 1.0 18,205 +2,167 4
BKNG funds › BOOKING HOLDINGS INC NEW 0.3% +0.3% 1.0 5,415 +5,415 1
DVN funds › DEVON ENERGY CORP NEW TRIM 0.3% -0.2% 0.9 22,445 -521 5
MS funds › MORGAN STANLEY TRIM 0.3% -0.0% 0.9 4,369 -115 5
PFE funds › PFIZER INC TRIM 0.3% -0.1% 0.9 37,682 -837 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.3% -0.1% 0.9 1,562 -2,900 5
DG funds › DOLLAR GEN CORP TRIM 0.3% -0.1% 0.9 7,815 -204 2
JAAA funds › JANUS DETROIT STR TR ADD 0.3% -0.1% 0.9 17,454 +112 5
HLT funds › HILTON WORLDWIDE HLDGS INC TRIM 0.3% -0.1% 0.9 2,644 -74 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.3% -0.1% 0.9 15,052 -386 5
GEN funds › GEN DIGITAL INC TRIM 0.3% +0.0% 0.9 34,787 -751 5
KMB funds › KIMBERLY-CLARK CORP TRIM 0.3% -0.0% 0.9 7,867 -100 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.3% -0.1% 0.9 1,723 -35 5
AGG funds › ISHARES TR ADD 0.3% -0.1% 0.9 8,694 +85 3
AMGN funds › AMGEN INC TRIM 0.3% -0.1% 0.9 2,351 -44 5
CIEN funds › CIENA CORP NEW 0.3% +0.3% 0.9 1,734 +1,734 1
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.3% -0.2% 0.8 2,989 -1,653 5
NRG funds › NRG ENERGY INC ADD 0.3% -0.0% 0.8 5,707 +1,090 5
PRU funds › PRUDENTIAL FINL INC TRIM 0.2% -0.0% 0.8 7,611 -91 5
MDT funds › MEDTRONIC PLC TRIM 0.2% -0.1% 0.8 10,418 -251 5
CVX funds › CHEVRON CORPORATION TRIM 0.2% -0.1% 0.8 4,869 -114 5
SM funds › SM ENERGY COMPANY TRIM 0.2% -0.1% 0.8 30,777 -460 2
EPU funds › ISHARES TR ADD 0.2% -0.1% 0.8 9,542 +19 5
ETN funds › EATON CORP PLC TRIM 0.2% -0.0% 0.8 1,867 -48 5
CRS funds › CARPENTER TECHNOLOGY CORP ADD 0.2% +0.1% 0.8 1,284 +125 4
VTI funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 0.8 2,124 +2 5
IGIB funds › ISHARES TR TRIM 0.2% -0.1% 0.8 14,605 -168 5
DE funds › DEERE & CO TRIM 0.2% -0.0% 0.8 1,223 -32 5
BRKR funds › BRUKER CORP TRIM 0.2% +0.1% 0.8 12,860 -88 5
IREN funds › IREN LIMITED NEW 0.2% +0.2% 0.8 16,864 +16,864 1
SCHW funds › SCHWAB CHARLES CORP TRIM 0.2% -0.1% 0.8 8,323 -222 4
CRM funds › SALESFORCE INC TRIM 0.2% -0.1% 0.8 4,856 -292 5
VLUE funds › ISHARES TR ADD 0.2% +0.1% 0.8 3,781 +1,022 2
SYF funds › SYNCHRONY FINANCIAL TRIM 0.2% -0.0% 0.7 9,858 -257 5
VOD funds › VODAFONE GROUP PLC ADD 0.2% -0.1% 0.7 56,363 +1,031 5
NSC funds › NORFOLK SOUTHN CORP TRIM 0.2% -0.0% 0.7 2,330 -42 5
VEEV funds › VEEVA SYS INC TRIM 0.2% -0.1% 0.7 4,042 -115 2
GLD funds › SPDR GOLD TR ADD 0.2% -0.1% 0.7 1,930 +1 5
MTH funds › MERITAGE HOMES CORP TRIM 0.2% +0.0% 0.7 8,445 -203 5
ABT funds › ABBOTT LABORATORIES TRIM 0.2% -0.1% 0.7 7,769 -114 5
DLR funds › DIGITAL RLTY TR INC TRIM 0.2% -0.1% 0.7 3,904 -94 5
PPG funds › PPG INDS INC TRIM 0.2% -0.0% 0.7 5,761 -141 5
TGT funds › TARGET CORP TRIM 0.2% -0.0% 0.7 5,341 -132 5
KEY funds › KEYCORP TRIM 0.2% -0.0% 0.7 30,057 -613 5
USB funds › US BANCORP TRIM 0.2% -0.0% 0.7 11,446 -297 5
TTE funds › TOTALENERGIES SE TRIM 0.2% -0.1% 0.7 8,862 -135 3
NOW funds › SERVICENOW INC TRIM 0.2% -0.1% 0.7 6,926 -163 2
CW funds › CURTISS WRIGHT CORP ADD 0.2% +0.0% 0.7 902 +130 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.1% 0.7 16,140 +634 5
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD ADD 0.2% +0.0% 0.7 18,999 +2,446 3
IEMG funds › ISHARES INC ADD 0.2% -0.0% 0.7 8,070 +63 3
GREK funds › GLOBAL X FDS ADD 0.2% -0.0% 0.7 8,792 +231 4
UPS funds › UNITED PARCEL SVCS INC TRIM 0.2% -0.0% 0.7 6,155 -92 5
SIDU funds › SIDUS SPACE INC NEW 0.2% +0.2% 0.7 235,392 +235,392 1
DOC funds › HEALTHPEAK PROPERTIES INC TRIM 0.2% +0.0% 0.7 30,670 -778 5
HRL funds › HORMEL FOODS CORP TRIM 0.2% -0.0% 0.7 26,335 -546 5
AER funds › AERCAP HOLDINGS NV ADD 0.2% -0.0% 0.7 4,478 +198 3
AEO funds › AMERICAN EAGLE OUTFITTERS IN TRIM 0.2% -0.1% 0.7 37,883 -989 5
UL funds › UNILEVER PLC ADD 0.2% -0.0% 0.6 10,687 +1,678 3
TFC funds › TRUIST FINL CORP TRIM 0.2% -0.0% 0.6 12,817 -336 5
CBOE funds › CBOE GLOBAL MKTS INC TRIM 0.2% -0.2% 0.6 2,616 -1,272 5
TEL funds › TE CONNECTIVITY PLC TRIM 0.2% -0.1% 0.6 3,149 -80 5
XLY funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 0.6 5,328 +572 5
BIIB funds › BIOGEN INC TRIM 0.2% -0.0% 0.6 2,844 -57 2
AFL funds › AFLAC INC TRIM Common Stock 0.2% -0.0% 0.6 5,238 -162 5
APA funds › APA CORPORATION TRIM 0.2% -0.1% 0.6 18,820 -730 2
LMT funds › LOCKHEED MARTIN CORP ADD 0.2% -0.1% 0.6 1,191 +19 5
EWW funds › ISHARES INC ADD 0.2% -0.0% 0.6 8,015 +217 2
NOK funds › NOKIA CORP ADD 0.2% +0.1% 0.6 45,321 +9,133 3
EWZ funds › ISHARES INC ADD 0.2% -0.1% 0.6 17,325 +383 2
TDW funds › TIDEWATER INC NEW TRIM 0.2% -0.1% 0.6 8,851 -147 2
OMC funds › OMNICOM GROUP INC TRIM 0.2% -0.1% 0.6 8,011 -138 5
XLC funds › SELECT SECTOR SPDR TR TRIM 0.2% -0.1% 0.6 5,421 -1,286 5
CHRW funds › C H ROBINSON WORLDWIDE IN TRIM 0.2% -0.0% 0.6 3,075 -252 5
OII funds › OCEANEERING INTL INC TRIM 0.2% -0.0% 0.6 14,201 -426 4
AMP funds › AMERIPRISE FINL INC TRIM 0.2% -0.0% 0.6 1,252 -35 5
HAS funds › HASBRO INC TRIM 0.2% -0.1% 0.6 6,884 -138 5
FYX funds › FIRST TR EXCHANGE-TRADED ALP NEW 0.2% +0.2% 0.6 3,914 +3,914 1
EWH funds › ISHARES INC ADD 0.2% -0.1% 0.6 26,799 +705 5
ROK funds › ROCKWELL AUTOMATION INC NEW 0.2% +0.2% 0.6 1,132 +1,132 1
B funds › BARRICK MNG CORP TRIM 0.2% -0.1% 0.6 15,231 -390 2
DTM funds › DT MIDSTREAM INC TRIM 0.2% -0.0% 0.6 3,788 -135 5
WM funds › WASTE MGMT INC DEL TRIM 0.2% -0.1% 0.5 2,456 -71 5
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.0% 0.5 743 +1 5
KIM funds › KIMCO REALTY CORP ADD 0.2% +0.0% 0.5 21,553 +2,883 5
USFD funds › US FOODS HLDG CORP TRIM 0.2% -0.0% 0.5 5,314 -154 5
AR funds › ANTERO RESOURCES CORP ADD 0.2% -0.1% 0.5 15,354 +248 2
F funds › FORD MTR CO ADD 0.2% +0.0% 0.5 38,568 +5,783 2
TMUS funds › T-MOBILE US INC TRIM 0.2% -0.1% 0.5 3,192 -83 5
EME funds › EMCOR GROUP INC NEW 0.2% +0.2% 0.5 645 +645 1
TSLA funds › TESLA INC TRIM 0.2% -0.1% 0.5 1,268 -400 5
DBP funds › INVESCO DB MULTI-SECTOR COMM ADD 0.2% -0.0% 0.5 5,761 +1,700 5
KR funds › KROGER CO TRIM 0.2% -0.1% 0.5 9,503 -212 5
RIO funds › RIO TINTO PLC NEW 0.2% +0.2% 0.5 5,467 +5,467 1
GILD funds › GILEAD SCIENCES INC TRIM 0.2% -0.1% 0.5 4,088 -71 5
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.2% -0.1% 0.5 3,284 -87 5
XLV funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 0.5 3,191 +94 5
TEX funds › TEREX CORP NEW NEW 0.2% +0.2% 0.5 6,983 +6,983 1
GE funds › GE AEROSPACE TRIM 0.2% +0.0% 0.5 1,347 -31 5
IEV funds › ISHARES TR ADD 0.2% +0.0% 0.5 6,908 +2,012 5
COHU funds › COHU INC TRIM 0.2% +0.0% 0.5 6,791 -2,153 4
WEN funds › WENDYS CO TRIM 0.2% -0.0% 0.5 60,186 -1,500 4
NVO funds › NOVO-NORDISK A S ADD 0.1% +0.0% 0.5 10,299 +205 5
INTC funds › INTEL CORP TRIM 0.1% +0.1% 0.5 3,494 -2,287 5
LH funds › LABCORP HOLDINGS INC TRIM 0.1% -0.0% 0.5 1,722 -41 5
DY funds › DYCOM INDS INC NEW 0.1% +0.1% 0.5 949 +949 1
IP funds › INTERNATIONAL PAPER CO TRIM 0.1% -0.0% 0.5 12,540 -138 5
XLE funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.1% 0.5 8,953 -2,351 5
IVW funds › ISHARES TR TRIM 0.1% -0.1% 0.5 3,429 -3,223 5
DTH funds › WISDOMTREE TR NEW 0.1% +0.1% 0.5 8,677 +8,677 1
XTEN funds › BONDBLOXX ETF TRUST ADD 0.1% +0.0% 0.5 10,246 +4,001 5
CNR funds › CORE NATURAL RESOURCES INC ADD 0.1% -0.1% 0.5 5,768 +40 4
ACLS funds › AXCELIS TECHNOLOGIES INC NEW 0.1% +0.1% 0.5 2,435 +2,435 1
ARE funds › ALEXANDRIA REAL ESTATE EQ IN TRIM 0.1% -0.0% 0.5 8,698 -113 5
MT funds › ARCELORMITTAL SA LUXEMBOURG TRIM 0.1% -0.0% 0.5 7,561 -41 5
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 661 +132 5
DMC funds › DEL MONTE CORP TRIM 0.1% -0.1% 0.4 15,996 -241 5
HSBC funds › HSBC HLDGS PLC TRIM 0.1% -0.2% 0.4 4,668 -5,808 5
TD funds › TORONTO DOMINION BK ONT ADD 0.1% +0.0% 0.4 3,638 +71 2
SWKS funds › SKYWORKS SOLUTIONS INC NEW 0.1% +0.1% 0.4 6,468 +6,468 1
BTI funds › BRITISH AMERN TOB PLC ADD 0.1% -0.0% 0.4 7,051 +269 5
SU funds › SUNCOR ENERGY INC NEW TRIM 0.1% -0.1% 0.4 8,079 -27 2
WDC funds › WESTERN DIGITAL CORP NEW 0.1% +0.1% 0.4 674 +674 1
SLV funds › ISHARES SILVER TR ADD 0.1% -0.0% 0.4 8,050 +2,543 5
CNQ funds › CANADIAN NAT RES LTD MED TER ADD 0.1% -0.1% 0.4 10,865 +145 5
RY funds › ROYAL BK CDA TRIM 0.1% -0.2% 0.4 2,064 -2,732 5
MBB funds › ISHARES TR TRIM 0.1% -0.0% 0.4 4,498 -85 5
IWV funds › ISHARES TR HOLD 0.1% -0.0% 0.4 987 +0 5
CUSIP:46144X610 funds › INVESTMENT MANAGERS SER TR I HOLD 0.1% -0.0% 0.4 16,828 +0 5
SNX funds › TD SYNNEX CORPORATION NEW 0.1% +0.1% 0.4 1,562 +1,562 1
BA funds › BOEING CO ADD 0.1% -0.0% 0.4 1,921 +65 5
WMT funds › WALMART INC TRIM 0.1% -0.1% 0.4 3,651 -89 5
OTTR funds › OTTER TAIL CORP NEW 0.1% +0.1% 0.4 4,560 +4,560 1
CCL funds › CARNIVAL CORP LTD NEW 0.1% +0.1% 0.4 14,173 +14,173 1
EBAY funds › EBAY INC. ADD 0.1% +0.0% 0.4 3,598 +145 4
TAP funds › MOLSON COORS BEVERAGE CO TRIM 0.1% -0.1% 0.4 10,232 -243 5
VRT funds › VERTIV HOLDINGS CO ADD 0.1% +0.0% 0.4 1,182 +15 5
XEL funds › XCEL ENERGY INC TRIM 0.1% -0.0% 0.4 4,861 -110 5
SLB funds › SLB LIMITED ADD 0.1% -0.0% 0.4 8,294 +93 2
NXE funds › NEXGEN ENERGY LTD TRIM 0.1% -0.1% 0.4 40,606 -1,001 5
ENS funds › ENERSYS TRIM 0.1% +0.0% 0.4 1,608 -68 5
CF funds › CF INDUSTRIES HOLD ADD 0.1% -0.0% 0.4 3,472 +721 2
FMX funds › FOMENTO ECONOMICO MEXICANO S NEW 0.1% +0.1% 0.4 2,935 +2,935 1
TMQ funds › TRILOGY METALS INC NEW ADD 0.1% -0.0% 0.4 105,641 +2,330 5
BG funds › BUNGE GLOBAL SA ADD 0.1% -0.1% 0.4 3,474 +99 5
SON funds › SONOCO PRODS CO NEW 0.1% +0.1% 0.4 6,383 +6,383 1
MTZ funds › MASTEC INC ADD 0.1% +0.0% 0.4 859 +70 2
CX funds › CEMEX SA EURO MTN BE 144A NEW 0.1% +0.1% 0.4 29,600 +29,600 1
SAN funds › BANCO SANTANDER SA ADD 0.1% -0.0% 0.4 25,544 +699 2
PBR funds › PETROLEO BRASILEIRO S A ADD 0.1% -0.0% 0.3 21,413 +3,708 2
BHE funds › BENCHMARK ELECTRS INC TRIM 0.1% +0.0% 0.3 3,488 -94 5
AZN funds › ASTRAZENECA PLC ADD 0.1% -0.0% 0.3 1,814 +33 2
PHG funds › KONINKLIJKE PHILIPS N V TRIM 0.1% -0.0% 0.3 12,645 -323 5
IEI funds › ISHARES TR TRIM 0.1% -0.0% 0.3 2,859 -58 5
REGN funds › REGENERON PHARMACEUTICALS NEW 0.1% +0.1% 0.3 537 +537 1
ERIC funds › TELEFONAKTIEBOLAGET LM ERICS NEW 0.1% +0.1% 0.3 29,916 +29,916 1
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.3 3,163 -171 5
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.3% 0.3 2,577 -2,699 5
ING funds › ING GROEP N.V. ADD 0.1% -0.0% 0.3 10,212 +349 3
NOC funds › NORTHROP GRUMMAN CORP ADD 0.1% -0.1% 0.3 623 +25 2
KGC funds › KINROSS GOLD CORP ADD 0.1% -0.1% 0.3 13,411 +257 3
EMBJ funds › EMBRAER S.A. TRIM 0.1% -0.1% 0.3 4,872 -1,889 3
NTAP funds › NETAPP INC TRIM 0.1% +0.0% 0.3 1,992 -64 5
FCX funds › FREEPORT MCMORAN INC ADD 0.1% -0.0% 0.3 4,851 +207 3
FLR funds › FLUOR CORP NEW 0.1% +0.1% 0.3 5,819 +5,819 1
VIPS funds › VIPSHOP HLDGS LTD ADD 0.1% -0.0% 0.3 22,817 +519 5
RRC funds › RANGE RES CORP ADD 0.1% -0.0% 0.3 8,008 +386 2
KT funds › KT CORP ADD 0.1% -0.0% 0.3 17,092 +229 5
IMO funds › IMPERIAL OIL LTD ADD 0.1% -0.0% 0.3 2,575 +67 2
ORA funds › ORMAT TECHNOLOGIES INC NEW 0.1% +0.1% 0.3 2,627 +2,627 1
DECK funds › DECKERS OUTDOOR CORP ADD 0.1% +0.0% 0.3 2,873 +657 4
ILMN funds › ILLUMINA INC NEW 0.1% +0.1% 0.3 1,620 +1,620 1
LITE funds › LUMENTUM HLDGS INC TRIM 0.1% -0.0% 0.3 312 -26 5
XSVN funds › BONDBLOXX ETF TRUST NEW 0.1% +0.1% 0.3 5,657 +5,657 1
IVV funds › ISHARES TR HOLD 0.1% -0.0% 0.3 355 +0 5
DABS funds › DOUBLELINE ETF TRUST ADD 0.1% -0.0% 0.3 5,242 +36 2
NVTS funds › NAVITAS SEMICONDUCTOR CORP NEW 0.1% +0.1% 0.3 14,821 +14,821 1
VSGX funds › VANGUARD WORLD FD NEW 0.1% +0.1% 0.3 3,224 +3,224 1
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.1% -0.1% 0.3 1,877 -622 5
GSM funds › FERROGLOBE PLC ADD 0.1% -0.0% 0.2 78,564 +3,291 5
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.2 5,372 +887 2
FSLR funds › FIRST SOLAR INC TRIM 0.1% -0.0% 0.2 1,030 -35 5
EOG funds › EOG RES INC TRIM 0.1% -0.0% 0.2 1,806 -25 5
PNC funds › PNC FINL SVCS GROUP INC NEW 0.1% +0.1% 0.2 937 +937 1
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.1% +0.1% 0.2 577 +577 1
CE funds › CELANESE CORP DEL ADD 0.1% -0.0% 0.2 4,694 +452 4
HMC funds › HONDA MOTOR CO LTD NEW 0.1% +0.1% 0.2 7,885 +7,885 1
XONE funds › BONDBLOXX ETF TRUST ADD 0.1% -0.0% 0.2 4,283 +86 5
IGSB funds › ISHARES TR TRIM 0.1% -0.0% 0.2 4,013 -79 2
SNA funds › SNAP ON INC NEW 0.1% +0.1% 0.2 520 +520 1
BINC funds › BLACKROCK ETF TRUST II TRIM 0.1% -0.0% 0.2 3,955 -1,428 5
CMDT funds › PIMCO ETF TR HOLD 0.1% -0.0% 0.2 6,719 +0 4
V funds › VISA INC NEW 0.1% +0.1% 0.2 589 +589 1
LVS funds › LAS VEGAS SANDS CORP NEW 0.1% +0.1% 0.2 4,350 +4,350 1
CLF funds › CLEVELAND-CLIFFS INC NEW NEW 0.1% +0.1% 0.2 21,347 +21,347 1
FSSL funds › FS SPECIALTY LENDING FD TRIM 0.1% -0.0% 0.2 17,843 -775 3
BRSP funds › BRIGHTSPIRE CAPITAL INC HOLD 0.1% -0.0% 0.2 35,000 +0 5
STLA funds › STELLANTIS N.V NEW 0.0% +0.0% 0.1 11,529 +11,529 1
CUSIP:90400P101 funds › ULTRAPAR PARTICIPACOES SA NEW 0.0% +0.0% 0.1 12,194 +12,194 1
DNN funds › DENISON MINES CORP EXIT 0.0% -0.0% 0.0 0 -10,176 0
ARGX funds › ARGENX SE EXIT 0.0% -0.2% 0.0 0 -606 0
ZS funds › ZSCALER INC EXIT 0.0% -0.2% 0.0 0 -4,309 0
AXP funds › AMERICAN EXPRESS CO EXIT 0.0% -0.2% 0.0 0 -1,546 0
SYK funds › STRYKER CORPORATION EXIT 0.0% -0.3% 0.0 0 -2,709 0
PG funds › PROCTER & GAMBLE CO EXIT 0.0% -0.1% 0.0 0 -1,387 0
AGI funds › ALAMOS GOLD INC EXIT 0.0% -0.1% 0.0 0 -6,178 0
ALV funds › AUTOLIV INC EXIT 0.0% -0.1% 0.0 0 -3,113 0
MA funds › MASTERCARD INCORPORATED EXIT 0.0% -0.2% 0.0 0 -892 0
CTAS funds › CINTAS CORP EXIT 0.0% -0.2% 0.0 0 -3,115 0
BABA funds › ALIBABA GROUP HLDG LTD EXIT 0.0% -0.1% 0.0 0 -2,323 0
PDD funds › PDD HOLDINGS INC EXIT 0.0% -0.4% 0.0 0 -9,423 0
VIRT funds › VIRTU FINL INC EXIT 0.0% -0.1% 0.0 0 -7,393 0
MGA funds › MAGNA INTL INC EXIT 0.0% -0.1% 0.0 0 -6,373 0
SAP funds › SAP SE EXIT 0.0% -0.1% 0.0 0 -2,098 0
CUSIP:143658300 funds › CARNIVAL CORP EXIT 0.0% -0.1% 0.0 0 -13,899 0
AA funds › ALCOA CORP EXIT 0.0% -0.1% 0.0 0 -3,113 0
GMED funds › GLOBUS MED INC EXIT 0.0% -0.1% 0.0 0 -2,754 0
CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO EXIT 0.0% -0.3% 0.0 0 -14,090 0
ELAN funds › ELANCO ANIMAL HEALTH INC EXIT 0.0% -0.1% 0.0 0 -12,480 0
UAL funds › UNITED AIRLS HLDGS INC EXIT 0.0% -0.1% 0.0 0 -2,977 0
ALLE funds › ALLEGION PLC EXIT 0.0% -0.1% 0.0 0 -1,442 0
MEDP funds › MEDPACE HLDGS INC EXIT 0.0% -0.1% 0.0 0 -653 0
EWS funds › ISHARES INC EXIT 0.0% -0.4% 0.0 0 -40,122 0
ZBH funds › ZIMMER BIOMET HOLDINGS INC EXIT 0.0% -0.1% 0.0 0 -2,234 0
HDB funds › HDFC BANK LTD EXIT 0.0% -0.1% 0.0 0 -8,883 0
VST funds › VISTRA CORP EXIT 0.0% -0.1% 0.0 0 -2,150 0
UAE funds › ISHARES TR EXIT 0.0% -0.2% 0.0 0 -27,660 0
THC funds › TENET HEALTHCARE CORP EXIT 0.0% -0.1% 0.0 0 -1,418 0
DB funds › DEUTSCHE BK AG EXIT 0.0% -0.1% 0.0 0 -9,641 0
MRVL funds › MARVELL TECHNOLOGY INC EXIT 0.0% -0.4% 0.0 0 -11,464 0
COR funds › CENCORA INC EXIT 0.0% -0.2% 0.0 0 -1,795 0
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.4% 0.0 0 -6,486 0
MTUM funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -1,287 0
WHR funds › WHIRLPOOL CORP EXIT 0.0% -0.2% 0.0 0 -9,149 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 332 297 0.22 26% 0.016 0.086 in
2026Q1 263 277 0.33 26% 0.018 0.036 in
2025Q4 413 336 0.13 28% 0.015 0.180 in
2025Q3 393 328 0.12 29% 0.016 0.198 in
2025Q2 361 327 0.22 30% 0.016 0.110 entered
2025Q1 287 306 0.00 31% 0.018 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