Fund Universe

Drucker Wealth 3.0, LLC

CIK 0002031642 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.427
AUM ($M)
632
Positions
289
Turnover
0.07
Top-10 wt
35%
Herfindahl
0.021
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 309 positions · portfolio value $632M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VOO funds › VANGUARD INDEX FDS TRIM 9.2% +0.3% 58.0 84,508 -613 5
COWZ funds › PACER FDS TR ADD 3.7% -0.2% 23.5 378,213 +19,930 5
AAPL funds › APPLE INC ADD 3.5% +0.2% 21.9 75,758 +1,410 5
QQQ funds › INVESCO QQQ TR TRIM 3.2% +0.4% 20.2 27,430 -30 5
VB funds › VANGUARD INDEX FDS TRIM 3.1% -0.2% 19.9 65,708 -7,191 5
VTI funds › VANGUARD INDEX FDS TRIM 2.9% +0.0% 18.4 49,744 -2,009 5
EFA funds › ISHARES TR TRIM 2.8% -0.4% 18.0 172,907 -20,023 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 2.6% +0.1% 16.6 70,363 +3,844 5
BND funds › VANGUARD BD INDEX FDS TRIM 2.4% -0.4% 15.3 208,241 -14,472 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 1.9% -0.2% 12.3 173,045 -16,802 5
VYMI funds › VANGUARD WHITEHALL FDS ADD 1.9% -0.1% 11.7 119,199 +2,057 5
SCHD funds › SCHWAB STRATEGIC TR ADD 1.8% +0.2% 11.5 363,376 +51,759 5
AMAT funds › APPLIED MATLS INC TRIM 1.8% +0.9% 11.3 15,600 -7 5
NVDA funds › NVIDIA CORPORATION ADD 1.5% +0.1% 9.4 47,038 +1,026 5
JPM funds › JPMORGAN CHASE & CO ADD 1.4% +0.0% 9.1 27,905 +22 5
MSFT funds › MICROSOFT CORP TRIM 1.4% -0.2% 8.8 23,684 -607 5
VTV funds › VANGUARD INDEX FDS TRIM 1.4% -0.1% 8.7 40,090 -4,532 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 1.3% -0.1% 8.4 53,015 -1,476 5
AMZN funds › AMAZON COM INC TRIM 1.2% +0.0% 7.5 31,627 -57 5
VGT funds › VANGUARD WORLD FD ADD 1.2% +0.1% 7.5 62,687 +53,873 5
GOOGL funds › ALPHABET INC ADD 1.1% +0.1% 6.7 18,741 +480 5
VUG funds › VANGUARD INDEX FDS ADD 0.9% -0.0% 5.9 69,031 +56,401 5
JNJ funds › JOHNSON & JOHNSON ADD 0.9% -0.0% 5.9 23,313 +256 5
VTC funds › VANGUARD SCOTTSDALE FDS TRIM 0.9% -0.1% 5.9 77,049 -1,061 5
VOE funds › VANGUARD INDEX FDS TRIM 0.9% -0.1% 5.5 27,934 -1,731 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.9% -0.0% 5.5 30,291 -305 5
IVOG funds › VANGUARD ADMIRAL FDS INC TRIM 0.8% +0.0% 5.2 35,241 -1,400 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.8% +0.0% 5.2 62,368 +7,073 5
GOVT funds › ISHARES TR ADD 0.8% -0.0% 5.1 222,675 +12,107 5
SPMB funds › SPDR SERIES TRUST ADD 0.8% -0.0% 5.0 225,295 +20,594 5
CSCO funds › CISCO SYS INC ADD 0.8% +0.2% 5.0 42,608 +282 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.7% +0.0% 4.7 6,337 -12 5
VO funds › VANGUARD INDEX FDS ADD 0.7% -0.0% 4.5 55,652 +40,726 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.7% -0.0% 4.5 75,055 -4,044 5
TXN funds › TEXAS INSTRS INC TRIM 0.7% +0.2% 4.3 14,348 -24 5
GOOG funds › ALPHABET INC ADD 0.7% +0.1% 4.2 11,866 +60 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.6% -0.4% 4.1 29,632 -4,433 5
USHY funds › ISHARES TR ADD 0.6% +0.0% 4.0 109,178 +13,192 5
SHYG funds › ISHARES TR ADD 0.6% -0.0% 3.5 83,420 +6,616 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.5% -0.0% 3.4 6,738 +84 5
ITOT funds › ISHARES TR TRIM 0.5% -0.1% 3.4 20,477 -5,396 5
BLK funds › BLACKROCK INC ADD 0.5% -0.0% 3.3 3,464 +74 5
NEE funds › NEXTERA ENERGY INC TRIM 0.5% -0.1% 3.3 37,818 -708 5
CVX funds › CHEVRON CORPORATION ADD 0.5% -0.2% 3.3 19,809 +46 5
SPEM funds › SPDR INDEX SHS FDS TRIM 0.5% -0.0% 3.3 63,110 -1,534 5
META funds › META PLATFORMS INC TRIM 0.5% -0.1% 3.2 5,654 -114 5
KO funds › COCA COLA CO ADD 0.5% -0.0% 3.1 37,848 +711 5
DFAS funds › DIMENSIONAL ETF TRUST TRIM 0.5% -0.1% 3.1 37,228 -7,880 5
CMI funds › CUMMINS INC ADD 0.5% +0.1% 3.0 4,199 +22 5
AVGO funds › BROADCOM INC ADD 0.5% +0.1% 2.9 7,739 +591 5
SPTL funds › SPDR SERIES TRUST ADD 0.5% +0.1% 2.9 109,507 +24,022 5
SCCO funds › SOUTHERN COPPER CORP ADD 0.4% -0.0% 2.8 16,076 +23 5
TSLA funds › TESLA INC ADD 0.4% +0.0% 2.8 6,577 +72 5
MRK funds › MERCK & CO INC TRIM 0.4% -0.0% 2.7 21,201 -209 5
PG funds › PROCTER & GAMBLE CO ADD 0.4% -0.0% 2.6 17,809 +532 5
GRMN funds › GARMIN LTD ADD 0.4% -0.0% 2.4 10,221 +117 5
HD funds › HOME DEPOT INC TRIM 0.4% -0.0% 2.4 6,797 -525 5
MO funds › ALTRIA GROUP INC ADD 0.4% +0.0% 2.4 33,255 +1,986 5
WMB funds › WILLIAMS COS INC ADD 0.4% -0.0% 2.3 31,081 +145 5
FAST funds › FASTENAL CO TRIM 0.4% -0.0% 2.3 48,039 -520 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.3% -0.1% 2.2 68,665 -255 5
ENB funds › ENBRIDGE INC TRIM 0.3% -0.0% 2.2 39,902 -1,482 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.3% +0.1% 2.1 4,458 -219 5
WFC funds › WELLS FARGO & CO TRIM 0.3% -0.0% 2.1 25,755 -1,395 5
WEC funds › WEC ENERGY GROUP INC TRIM 0.3% -0.0% 2.1 17,778 -101 5
FDS funds › FACTSET RESH SYS INC ADD 0.3% +0.1% 2.0 8,519 +2,097 3
DFLV funds › DIMENSIONAL ETF TRUST TRIM 0.3% -0.0% 1.9 49,007 -8,081 5
PSA funds › PUBLIC STORAGE ADD 0.3% +0.0% 1.9 5,943 +199 5
QCOM funds › QUALCOMM INC ADD 0.3% +0.1% 1.9 10,135 +810 5
ETR funds › ENTERGY CORP NEW TRIM 0.3% -0.1% 1.9 16,145 -1,417 5
SPSB funds › SPDR SERIES TRUST ADD 0.3% +0.0% 1.8 61,417 +8,939 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.3% +0.2% 1.8 3,159 -100 5
SDY funds › SPDR SERIES TRUST TRIM 0.3% -0.0% 1.8 12,056 -55 5
V funds › VISA INC TRIM 0.3% +0.0% 1.8 5,270 -146 5
EMR funds › EMERSON ELEC CO ADD 0.3% +0.0% 1.8 12,612 +132 5
SBUX funds › STARBUCKS CORP TRIM 0.3% -0.0% 1.7 17,093 -618 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.1% 1.7 1,413 +83 5
DFIC funds › DIMENSIONAL ETF TRUST TRIM 0.3% -0.1% 1.7 45,008 -6,209 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.3% -0.1% 1.7 39,213 -299 5
DTM funds › DT MIDSTREAM INC ADD 0.3% +0.0% 1.6 10,940 +316 5
TROW funds › PRICE T ROWE GROUP INC ADD 0.3% +0.0% 1.6 14,045 +68 5
MU funds › MICRON TECHNOLOGY INC ADD 0.2% +0.2% 1.6 1,367 +204 3
PEP funds › PEPSICO INC TRIM 0.2% -0.1% 1.6 11,547 -515 5
SPSM funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 1.5 26,360 -4,996 5
LAMR funds › LAMAR ADVERTISING CO TRIM 0.2% +0.0% 1.5 9,737 -445 5
AMGN funds › AMGEN INC TRIM 0.2% -0.0% 1.5 4,129 -244 5
NYF funds › ISHARES TR ADD 0.2% -0.0% 1.5 27,625 +1,922 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.2% +0.0% 1.5 5,981 +185 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.2% -0.0% 1.5 11,605 -157 5
PAYX funds › PAYCHEX INC ADD 0.2% +0.0% 1.4 14,677 +2,284 5
JAAA funds › JANUS DETROIT STR TR ADD 0.2% +0.0% 1.4 28,494 +6,822 5
TFC funds › TRUIST FINL CORP TRIM 0.2% -0.0% 1.4 28,412 -1,232 5
ACN funds › ACCENTURE PLC IRELAND ADD 0.2% -0.1% 1.4 11,257 +2,153 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.2% -0.0% 1.4 23,639 -860 3
SNA funds › SNAP ON INC ADD 0.2% +0.0% 1.3 3,276 +1 5
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.2% +0.0% 1.3 43,309 +260 5
CME funds › CME GROUP INC TRIM 0.2% -0.1% 1.3 5,730 -427 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% -0.0% 1.2 6,988 +6,694 5
T funds › AT&T INC TRIM 0.2% -0.1% 1.2 59,369 -2,629 5
AU funds › ANGLOGOLD ASHANTI PLC ADD 0.2% +0.1% 1.2 14,887 +11,821 4
CUBE funds › CUBESMART ADD 0.2% -0.0% 1.2 29,768 +110 5
WSM funds › WILLIAMS SONOMA INC TRIM 0.2% +0.0% 1.2 4,993 -183 4
KEY funds › KEYCORP ADD 0.2% +0.0% 1.2 50,293 +486 5
ABT funds › ABBOTT LABORATORIES ADD 0.2% -0.0% 1.2 12,741 +1,019 3
CMCSA funds › COMCAST CORP NEW TRIM 0.2% -0.1% 1.1 46,308 -7,099 5
PSX funds › PHILLIPS 66 TRIM 0.2% -0.0% 1.1 6,655 -3 5
MDT funds › MEDTRONIC PLC TRIM 0.2% -0.1% 1.1 14,190 -3,973 5
LRCX funds › LAM RESEARCH CORP ADD 0.2% +0.1% 1.1 2,460 +92 4
BBWI funds › BATH & BODY WORKS INC TRIM 0.2% -0.0% 1.1 45,867 -6,990 3
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.2% +0.0% 1.0 4,626 +913 2
ORCL funds › ORACLE CORP TRIM 0.2% -0.0% 1.0 6,844 -107 5
KTB funds › KONTOOR BRANDS INC ADD 0.2% +0.0% 1.0 11,966 +860 4
CAT funds › CATERPILLAR INC ADD 0.2% +0.0% 1.0 933 +28 5
MC funds › MOELIS & CO ADD 0.2% +0.0% 1.0 15,168 +165 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 1.0 1,915 -102 5
STAG funds › STAG INDUSTRIAL INC ADD 0.2% -0.0% 1.0 25,209 +7 5
ADI funds › ANALOG DEVICES INC ADD 0.2% +0.0% 1.0 2,409 +90 5
OMC funds › OMNICOM GROUP INC TRIM 0.2% -0.0% 1.0 13,044 -669 5
BAC funds › BANK OF AMER CORP TRIM 0.1% +0.0% 0.9 16,615 -26 5
GPC funds › GENUINE PARTS CO TRIM 0.1% -0.0% 0.9 7,919 -706 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.1% -0.0% 0.9 8,587 +53 5
VXUS funds › VANGUARD STAR FDS TRIM 0.1% -0.0% 0.9 10,743 -1,540 5
SCHW funds › SCHWAB CHARLES CORP TRIM 0.1% -0.0% 0.9 9,924 -1,028 5
WMT funds › WALMART INC TRIM 0.1% -0.0% 0.9 7,943 -32 5
BNY funds › BANK OF NY MELLON CORP TRIM 0.1% +0.0% 0.9 6,155 -130 5
VSNT funds › VERSANT MEDIA GROUP INC ADD 0.1% +0.0% 0.9 23,848 +8,713 2
AGX funds › ARGAN INC TRIM 0.1% +0.0% 0.8 1,059 -225 4
IEFA funds › ISHARES TR ADD 0.1% +0.0% 0.8 8,685 +1,167 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.1% -0.0% 0.8 2,780 -124 5
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.0% 0.8 2,410 +62 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.8 2,868 +22 5
AUGO funds › AURA MINERALS INC NEW 0.1% +0.1% 0.8 12,594 +12,594 1
SBAC funds › SBA COMMUNICATIONS CORP ADD 0.1% +0.0% 0.8 4,454 +352 2
WSO funds › WATSCO INC TRIM 0.1% +0.0% 0.8 1,874 -4 4
ERIE funds › ERIE INDTY CO ADD 0.1% +0.0% 0.8 3,215 +639 2
INTC funds › INTEL CORP ADD 0.1% +0.1% 0.8 5,494 +473 2
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 0.8 2,989 +239 5
EBAY funds › EBAY INC. TRIM 0.1% +0.0% 0.8 6,719 -141 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.0% 0.7 802 -42 5
NVS funds › NOVARTIS AG TRIM 0.1% -0.0% 0.7 4,763 -249 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.1% +0.0% 0.7 1,501 +14 5
SPMD funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.7 10,685 -2,337 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.1% +0.0% 0.7 1,725 +370 5
XEL funds › XCEL ENERGY INC TRIM 0.1% -0.0% 0.7 8,818 -100 5
SPYM funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.7 7,744 -1,319 5
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.7 1,799 -13 5
KLAC funds › KLA CORP ADD 0.1% +0.0% 0.7 2,202 +1,977 4
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 0.6 9,087 +30 5
IVV funds › ISHARES TR ADD 0.1% +0.0% 0.6 863 +349 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.1% +0.0% 0.6 845 -33 5
GSK funds › GSK PLC TRIM 0.1% -0.0% 0.6 12,059 -1,098 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.6 537 +9 4
APH funds › AMPHENOL CORP ADD 0.1% +0.0% 0.6 3,550 +5 5
REXR funds › REXFORD INDL RLTY INC TRIM 0.1% -0.0% 0.6 18,005 -45 4
LYG funds › LLOYDS BANKING GROUP PLC TRIM 0.1% +0.0% 0.6 101,152 -4,309 5
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 0.6 3,106 +116 5
NEM funds › NEWMONT CORP ADD 0.1% -0.0% 0.6 6,278 +47 5
PFE funds › PFIZER INC TRIM 0.1% -0.0% 0.6 24,316 -4,762 5
XP funds › XP INC TRIM 0.1% -0.0% 0.6 35,425 -751 4
DFEM funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 0.6 14,010 -3,380 5
VLO funds › VALERO ENERGY CORP ADD 0.1% +0.0% 0.6 2,183 +99 4
PHM funds › PULTE GROUP INC TRIM 0.1% +0.0% 0.6 4,111 -152 5
MCK funds › MCKESSON CORP ADD 0.1% -0.0% 0.6 739 +2 5
SWKS funds › SKYWORKS SOLUTIONS INC ADD 0.1% +0.0% 0.6 8,113 +270 3
DFUS funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 0.5 6,631 -1,957 2
GD funds › GENERAL DYNAMICS CORP TRIM 0.1% -0.0% 0.5 1,519 -28 5
SYY funds › SYSCO CORP TRIM 0.1% -0.0% 0.5 6,420 -601 5
COP funds › CONOCOPHILLIPS ADD 0.1% -0.0% 0.5 5,131 +134 5
VICI funds › VICI PPTYS INC TRIM 0.1% -0.0% 0.5 20,067 -186 5
IWS funds › ISHARES TR TRIM 0.1% -0.0% 0.5 3,139 -205 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.1% -0.0% 0.5 4,419 -362 5
COR funds › CENCORA INC TRIM 0.1% -0.0% 0.5 1,816 -105 5
OUT funds › OUTFRONT MEDIA INC NEW 0.1% +0.1% 0.5 15,219 +15,219 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.5 1,665 +1,665 1
ES funds › EVERSOURCE ENERGY TRIM 0.1% -0.0% 0.5 6,845 -372 5
BDX funds › BECTON DICKINSON & CO TRIM 0.1% -0.0% 0.5 3,221 -411 5
GLW funds › CORNING INC ADD 0.1% +0.0% 0.5 1,880 +297 2
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.5 2,126 +2,126 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.5 2,121 +2,121 1
GM funds › GENERAL MTRS CO ADD 0.1% -0.0% 0.5 6,074 +43 5
CI funds › THE CIGNA GROUP ADD 0.1% +0.0% 0.5 1,685 +551 5
KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD 0.1% +0.0% 0.5 1,296 +36 3
IESC funds › IES HOLDINGS INC ADD 0.1% +0.0% 0.5 617 +76 2
BITB funds › BITWISE BITCOIN ETF TR ADD 0.1% -0.0% 0.5 14,189 +1,261 3
INSW funds › INTERNATIONAL SEAWAYS INC NEW 0.1% +0.1% 0.4 5,870 +5,870 1
BSV funds › VANGUARD BD INDEX FDS TRIM 0.1% -0.0% 0.4 5,545 -1,442 5
VBR funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.4 1,765 -331 5
SPYV funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.4 7,032 -1,609 5
DVN funds › DEVON ENERGY CORP NEW NEW 0.1% +0.1% 0.4 10,299 +10,299 1
PANW funds › PALO ALTO NETWORKS INC NEW 0.1% +0.1% 0.4 1,239 +1,239 1
MPC funds › MARATHON PETE CORP TRIM 0.1% -0.0% 0.4 1,615 -1 4
HII funds › HUNTINGTON INGALLS INDS INC TRIM 0.1% -0.0% 0.4 1,433 -139 5
TTE funds › TOTALENERGIES SE TRIM 0.1% -0.0% 0.4 5,106 -127 3
XLK funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.4 2,069 +2,069 1
SLDE funds › SLIDE INS HLDGS INC NEW 0.1% +0.1% 0.4 20,325 +20,325 1
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.4 1,812 -170 5
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 0.4 2,541 +183 5
ANET funds › ARISTA NETWORKS INC ADD 0.1% +0.0% 0.4 2,264 +21 4
SPYG funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.4 3,218 +0 5
OWL funds › BLUE OWL CAPITAL INC ADD 0.1% -0.0% 0.4 43,748 +2,167 5
ASML funds › ASML HLDG NV ADD 0.1% +0.0% 0.4 192 +8 2
IWR funds › ISHARES TR NEW 0.1% +0.1% 0.4 3,427 +3,427 1
SCHF funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.4 13,478 +3,621 5
PWR funds › QUANTA SVCS INC ADD 0.1% +0.0% 0.4 518 +3 5
VXF funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.4 1,464 -712 5
IWF funds › ISHARES TR ADD 0.1% +0.0% 0.4 2,901 +2,176 5
TFPM funds › TRIPLE FLAG PRECIOUS METAL ADD 0.1% -0.0% 0.4 11,998 +33 5
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.4 2,524 +423 3
MS funds › MORGAN STANLEY ADD 0.1% +0.0% 0.4 1,681 +291 3
KLIC funds › KULICKE & SOFFA INDS INC NEW 0.1% +0.1% 0.3 2,615 +2,615 1
UTHR funds › UNITED THERAPEUTICS CORP DEL ADD 0.1% -0.0% 0.3 641 +23 4
CFG funds › CITIZENS FINL GROUP INC ADD 0.1% +0.0% 0.3 4,877 +33 5
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 0.3 335 +35 4
QQQM funds › INVESCO EXCH TRADED FD TR II NEW 0.1% +0.1% 0.3 1,102 +1,102 1
IEMG funds › ISHARES INC ADD 0.1% +0.0% 0.3 4,003 +1,075 3
IJR funds › ISHARES TR ADD 0.1% +0.0% 0.3 2,179 +472 4
IJH funds › ISHARES TR NEW 0.1% +0.1% 0.3 4,178 +4,178 1
HAL funds › HALLIBURTON CO ADD 0.1% -0.0% 0.3 9,464 +269 3
TOL funds › TOLL BROTHERS INC NEW 0.1% +0.1% 0.3 1,947 +1,947 1
EOG funds › EOG RES INC ADD 0.1% -0.0% 0.3 2,438 +215 4
VCEB funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.3 5,033 +75 5
ESGU funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,920 -385 5
APP funds › APPLOVIN CORP ADD 0.0% +0.0% 0.3 604 +59 4
WELL funds › WELLTOWER INC ADD 0.0% +0.0% 0.3 1,362 +3 4
WST funds › WEST PHARMACEUTICAL SVSC INC TRIM 0.0% +0.0% 0.3 857 -3 4
FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM 0.0% -0.0% 0.3 6,009 -1,914 5
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 0.3 3,176 +93 5
PGR funds › PROGRESSIVE CORP NEW 0.0% +0.0% 0.3 1,388 +1,388 1
PAGP funds › PLAINS GP HLDGS L P TRIM 0.0% -0.0% 0.3 12,432 -461 5
BUD funds › ANHEUSER BUSCH INBEV SA NV ADD 0.0% +0.0% 0.3 3,623 +101 3
AME funds › AMETEK INC ADD 0.0% +0.0% 0.3 1,231 +44 3
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.3 2,357 +272 3
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.3 585 -33 5
IXUS funds › ISHARES TR TRIM 0.0% -0.0% 0.3 3,085 -276 4
DGRW funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.3 3,064 -273 5
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 0.0% -0.0% 0.3 5,875 -4,603 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.3 4,723 -1,435 3
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.3 1,840 +1,840 1
CB funds › CHUBB LIMITED ADD 0.0% +0.0% 0.3 828 +73 3
ECL funds › ECOLAB INC TRIM 0.0% -0.0% 0.3 1,011 -51 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.0% +0.0% 0.3 556 +42 3
KVUE funds › KENVUE INC ADD 0.0% +0.0% 0.3 14,426 +275 3
LMT funds › LOCKHEED MARTIN CORP ADD 0.0% -0.0% 0.3 537 +38 4
NET funds › CLOUDFLARE INC TRIM 0.0% -0.0% 0.3 1,083 -131 2
LITE funds › LUMENTUM HLDGS INC TRIM 0.0% +0.0% 0.3 309 -6 2
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.0% +0.0% 0.3 679 +679 1
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% +0.0% 0.3 1,916 +239 3
ANF funds › ABERCROMBIE & FITCH CO NEW 0.0% +0.0% 0.3 2,911 +2,911 1
GSLC funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.3 1,826 +1,826 1
UNP funds › UNION PAC CORP NEW 0.0% +0.0% 0.3 940 +940 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.3 582 +582 1
CDNS funds › CADENCE DESIGN SYSTEM INC NEW 0.0% +0.0% 0.3 669 +669 1
TRV funds › TRAVELERS COMPANIES INC NEW 0.0% +0.0% 0.2 755 +755 1
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.0% -0.0% 0.2 1,483 +41 5
ED funds › CONSOLIDATED EDISON INC ADD 0.0% -0.0% 0.2 2,222 +37 3
BAX funds › BAXTER INTL INC NEW 0.0% +0.0% 0.2 11,374 +11,374 1
IYW funds › ISHARES TR NEW 0.0% +0.0% 0.2 921 +921 1
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.2 693 +693 1
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.2 1,965 +99 5
HSY funds › HERSHEY CO TRIM 0.0% -0.2% 0.2 1,309 -4,278 5
CVS funds › CVS HEALTH CORP NEW 0.0% +0.0% 0.2 2,151 +2,151 1
IBP funds › INSTALLED BLDG PRODS INC TRIM 0.0% -0.0% 0.2 956 -75 4
HCA funds › HCA HEALTHCARE INC TRIM 0.0% -0.0% 0.2 563 -58 4
ETN funds › EATON CORP PLC NEW 0.0% +0.0% 0.2 514 +514 1
TMUS funds › T-MOBILE US INC NEW 0.0% +0.0% 0.2 1,301 +1,301 1
DGRO funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,875 -399 5
ALSN funds › ALLISON TRANSMISSION HLDGS I NEW 0.0% +0.0% 0.2 1,930 +1,930 1
COLB funds › COLUMBIA BKG SYS INC NEW 0.0% +0.0% 0.2 6,767 +6,767 1
CL funds › COLGATE PALMOLIVE CO NEW 0.0% +0.0% 0.2 2,349 +2,349 1
ABNB funds › AIRBNB INC NEW 0.0% +0.0% 0.2 1,504 +1,504 1
EIX funds › EDISON INTL TRIM 0.0% -0.0% 0.2 2,866 -654 5
CUSIP:920253101 funds › VALMONT INDS INC NEW 0.0% +0.0% 0.2 369 +369 1
LCTU funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.2 2,645 -442 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.2 2,197 -314 5
TEN funds › TSAKOS ENERGY NAVIGATION LTD ADD 0.0% -0.0% 0.2 5,986 +27 2
LNTH funds › LANTHEUS HLDGS INC NEW 0.0% +0.0% 0.2 1,898 +1,898 1
HWM funds › HOWMET AEROSPACE INC NEW 0.0% +0.0% 0.2 780 +780 1
CALM funds › CAL MAINE FOODS INC NEW 0.0% +0.0% 0.2 2,598 +2,598 1
CWI funds › SPDR INDEX SHS FDS NEW 0.0% +0.0% 0.2 5,137 +5,137 1
NTAP funds › NETAPP INC TRIM 0.0% -0.1% 0.2 1,323 -4,161 3
PAYC funds › PAYCOM SOFTWARE INC NEW 0.0% +0.0% 0.2 1,621 +1,621 1
SLB funds › SLB LIMITED ADD 0.0% -0.0% 0.2 4,377 +211 2
SAN funds › BANCO SANTANDER SA ADD 0.0% +0.0% 0.2 14,671 +1,332 3
UBER funds › UBER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.2 2,804 -130 2
PH funds › PARKER-HANNIFIN CORP NEW 0.0% +0.0% 0.2 205 +205 1
F funds › FORD MTR CO NEW 0.0% +0.0% 0.1 10,114 +10,114 1
HLN funds › HALEON PLC TRIM 0.0% -0.0% 0.1 13,520 -2,642 3
GAB funds › GABELLI EQUITY TR INC TRIM 0.0% -0.0% 0.1 15,210 -31 3
VRRM funds › VERRA MOBILITY CORP NEW 0.0% +0.0% 0.0 10,126 +10,126 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -4,258 0
ALB funds › ALBEMARLE CORP EXIT 0.0% -0.0% 0.0 0 -1,237 0
CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST EXIT 0.0% -0.0% 0.0 0 -3,809 0
AMT funds › AMERICAN TOWER CORP EXIT 0.0% -0.0% 0.0 0 -1,229 0
ADBE funds › ADOBE INC EXIT 0.0% -0.0% 0.0 0 -895 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.0% 0.0 0 -7,815 0
LOW funds › LOWES COS INC EXIT 0.0% -0.0% 0.0 0 -902 0
VV funds › VANGUARD INDEX FDS EXIT 0.0% -0.0% 0.0 0 -900 0
NE funds › NOBLE CORP PLC EXIT 0.0% -0.2% 0.0 0 -18,420 0
IQV funds › IQVIA HLDGS INC EXIT 0.0% -0.0% 0.0 0 -1,235 0
DPZ funds › DOMINOS PIZZA INC EXIT 0.0% -0.1% 0.0 0 -1,554 0
MCD funds › MCDONALDS CORP EXIT 0.0% -0.0% 0.0 0 -727 0
WBD funds › WARNER BROS DISCOVERY INC EXIT 0.0% -0.0% 0.0 0 -7,522 0
CNTN funds › CANTON STRATEGIC HOLDINGS IN EXIT 0.0% -0.0% 0.0 0 -25,337 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.0% 0.0 0 -1,344 0
AGG funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -2,096 0
CHKP funds › CHECK POINT SOFTWARE TECH LT EXIT 0.0% -0.0% 0.0 0 -1,798 0
ADSK funds › AUTODESK INC EXIT 0.0% -0.0% 0.0 0 -886 0
INTU funds › INTUIT EXIT 0.0% -0.0% 0.0 0 -543 0
CUSIP:362397226 funds › GABELLI EQUITY TR INC EXIT 0.0% -0.0% 0.0 0 -15,323 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 632 289 0.07 35% 0.021 0.425 in
2026Q1 573 266 0.05 36% 0.020 0.465 in
2025Q4 569 261 0.06 37% 0.022 0.403 in
2025Q3 562 255 0.19 36% 0.021 0.184 in
2025Q2 518 221 0.18 39% 0.024 0.251 entered
2025Q1 454 154 0.00 43% 0.029 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