Fund Universe

Ariadne Wealth Management, LP

CIK 0002034793 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.109
AUM ($M)
226
Positions
254
Turnover
0.17
Top-10 wt
28%
Herfindahl
0.012
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 292 positions · portfolio value $226M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DFUV funds › DIMENSIONAL ETF TRUST ADD 4.0% +0.4% 9.0 162,935 +10 5
AVUS funds › AMERICAN CENTY ETF TR TRIM 3.5% +0.4% 7.9 61,993 -192 5
DFAT funds › DIMENSIONAL ETF TRUST TRIM 3.2% +0.3% 7.2 103,000 -1,101 5
AVDE funds › AMERICAN CENTY ETF TR ADD 2.9% +0.1% 6.6 73,451 +410 5
DFAC funds › DIMENSIONAL ETF TRUST ADD 2.8% +0.4% 6.4 144,370 +3,206 5
DFIC funds › DIMENSIONAL ETF TRUST ADD 2.5% +0.1% 5.7 151,691 +1,610 5
NVDA funds › NVIDIA CORPORATION TRIM 2.5% -0.1% 5.6 28,137 -4,592 5
DFUS funds › DIMENSIONAL ETF TRUST TRIM 2.3% +0.2% 5.3 64,550 -2,861 5
AAPL funds › APPLE INC ADD 2.1% +0.9% 4.6 16,019 +5,698 5
AVDV funds › AMERICAN CENTY ETF TR ADD 1.9% +0.0% 4.3 41,526 +382 5
DFIV funds › DIMENSIONAL ETF TRUST TRIM 1.8% -0.0% 4.2 76,904 -732 5
GOOGL funds › ALPHABET INC TRIM 1.5% +0.2% 3.3 9,304 -725 5
AVGO funds › BROADCOM INC TRIM 1.5% +0.1% 3.3 8,760 -729 5
AVEM funds › AMERICAN CENTY ETF TR ADD 1.4% +0.2% 3.3 33,693 +508 5
DFIS funds › DIMENSIONAL ETF TRUST ADD 1.4% +0.0% 3.2 91,512 +492 5
MSFT funds › MICROSOFT CORP TRIM 1.4% -0.3% 3.2 8,486 -1,995 5
AVUV funds › AMERICAN CENTY ETF TR ADD 1.2% +0.1% 2.8 22,325 +270 5
ICSH funds › ISHARES TR TRIM 1.2% -0.2% 2.6 51,845 -7,687 5
GOOG funds › ALPHABET INC TRIM 1.1% +0.1% 2.5 7,146 -905 5
AMZN funds › AMAZON COM INC TRIM 1.1% +0.1% 2.5 10,310 -26 5
DFAS funds › DIMENSIONAL ETF TRUST ADD 1.1% +0.1% 2.5 29,773 +245 5
DVYE funds › ISHARES INC TRIM 1.0% -0.1% 2.3 70,841 -2,360 5
LRCX funds › LAM RESEARCH CORP TRIM 1.0% +0.5% 2.2 5,131 -157 5
META funds › META PLATFORMS INC TRIM 0.9% -0.1% 2.1 3,698 -94 5
DFEM funds › DIMENSIONAL ETF TRUST ADD 0.8% +0.1% 1.9 45,888 +1,372 5
AVEE funds › AMERICAN CENTY ETF TR ADD 0.8% +0.1% 1.9 26,831 +381 5
V funds › VISA INC TRIM 0.8% +0.1% 1.8 5,248 -62 5
TOTL funds › SSGA ACTIVE ETF TR ADD 0.8% +0.0% 1.8 44,951 +2,613 5
EMB funds › ISHARES TR HOLD 0.8% +0.0% 1.8 18,256 +0 5
PFF funds › ISHARES TR HOLD 0.7% -0.0% 1.5 49,850 +0 5
FIX funds › COMFORT SYS USA INC TRIM 0.7% +0.1% 1.5 762 -142 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.7% +0.3% 1.5 1,287 -875 4
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.6% +0.1% 1.5 49,482 +0 5
KLAC funds › KLA CORP ADD 0.6% +0.3% 1.4 4,770 +4,240 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.6% +0.2% 1.4 3,011 +197 5
ABBV funds › ABBVIE INC ADD 0.6% +0.2% 1.4 5,565 +898 5
VNQI funds › VANGUARD INTL EQUITY INDEX F HOLD 0.6% -0.0% 1.4 31,128 +0 5
HD funds › HOME DEPOT INC ADD 0.6% +0.1% 1.3 3,742 +241 5
EMD funds › WESTERN ASSET EMERGING MKTS HOLD 0.6% +0.0% 1.3 120,977 +0 5
JPM funds › JPMORGAN CHASE & CO ADD 0.6% +0.1% 1.3 3,927 +432 5
AGG funds › ISHARES TR TRIM 0.6% -0.0% 1.3 12,883 -115 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.5% +0.1% 1.2 2,482 +325 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.5% -0.3% 1.2 10,609 -1,906 5
AMAT funds › APPLIED MATLS INC ADD 0.5% +0.3% 1.2 1,697 +12 5
INTC funds › INTEL CORP TRIM 0.5% +0.3% 1.2 8,627 -4,376 5
LLY funds › ELI LILLY & CO TRIM 0.5% +0.0% 1.2 1,003 -231 5
DFAR funds › DIMENSIONAL ETF TRUST TRIM 0.5% +0.0% 1.2 45,973 -541 5
VEA funds › VANGUARD TAX-MANAGED FDS NEW 0.5% +0.5% 1.2 16,614 +16,614 1
FLXR funds › TCW ETF TRUST HOLD 0.5% -0.0% 1.2 30,165 +0 5
DFSV funds › DIMENSIONAL ETF TRUST HOLD 0.5% +0.0% 1.2 29,749 +0 5
TYG funds › TORTOISE ENERGY INFRSTRCTR C HOLD 0.5% -0.1% 1.1 25,100 +0 5
HYG funds › ISHARES TR HOLD 0.5% -0.0% 1.0 13,000 +0 5
MUC funds › BLACKROCK MUNIHLDNGS CALI NEW 0.5% +0.5% 1.0 94,481 +94,481 1
UMC funds › UNITED MICROELECTRONICS CORP TRIM 0.5% +0.3% 1.0 38,036 -3,970 5
WDC funds › WESTERN DIGITAL CORP TRIM 0.5% +0.2% 1.0 1,599 -408 4
BLK funds › BLACKROCK INC TRIM 0.4% -0.1% 1.0 1,056 -111 5
ASML funds › ASML HLDG NV NEW 0.4% +0.4% 1.0 507 +507 1
VLUE funds › ISHARES TR ADD 0.4% +0.1% 1.0 4,935 +3 5
AVDS funds › AMERICAN CENTY ETF TR TRIM 0.4% +0.0% 0.9 12,182 -62 5
TSLA funds › TESLA INC TRIM 0.4% -0.0% 0.9 2,145 -274 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.4% +0.0% 0.9 11,393 +400 5
GM funds › GENERAL MTRS CO TRIM 0.4% +0.0% 0.9 11,679 -182 5
MO funds › ALTRIA GROUP INC ADD 0.4% +0.1% 0.9 12,178 +1,160 5
DELL funds › DELL TECHNOLOGIES INC TRIM 0.4% +0.2% 0.9 2,019 -1,073 5
ORCL funds › ORACLE CORP TRIM 0.4% -0.0% 0.9 5,918 -357 5
IMTM funds › ISHARES TR TRIM 0.4% -0.0% 0.9 16,175 -1,736 5
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.4% +0.0% 0.8 1,134 +0 5
NVS funds › NOVARTIS AG HOLD 0.4% +0.0% 0.8 5,319 +0 5
DFCF funds › DIMENSIONAL ETF TRUST TRIM 0.4% -0.0% 0.8 19,492 -27 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.4% -0.0% 0.8 3,215 -158 5
FDX funds › FEDEX CORP HOLD 0.4% -0.1% 0.8 2,605 +0 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.4% +0.2% 0.8 2,339 -364 5
MA funds › MASTERCARD INCORPORATED ADD 0.4% +0.0% 0.8 1,549 +54 5
SBI funds › WESTERN ASSET INTER MUNI NEW 0.4% +0.4% 0.8 100,869 +100,869 1
VTI funds › VANGUARD INDEX FDS HOLD 0.3% +0.0% 0.8 2,123 +0 5
TXN funds › TEXAS INSTRS INC ADD 0.3% +0.1% 0.8 2,564 +264 5
EFV funds › ISHARES TR HOLD 0.3% +0.0% 0.8 9,845 +0 5
ASX funds › ASE TECHNOLOGY HLDG CO LTD TRIM 0.3% +0.2% 0.7 16,541 -212 5
VV funds › VANGUARD INDEX FDS HOLD 0.3% +0.0% 0.7 2,158 +0 5
CNC funds › CENTENE CORP DEL TRIM 0.3% +0.1% 0.7 11,473 -2,897 4
EAGG funds › ISHARES TR ADD 0.3% -0.0% 0.7 15,467 +37 5
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.3% -0.1% 0.7 12,726 -3,631 5
MRK funds › MERCK & CO INC TRIM 0.3% -0.0% 0.7 5,696 -862 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.3% +0.0% 0.7 2,115 -258 5
ANET funds › ARISTA NETWORKS INC TRIM 0.3% -0.1% 0.7 4,038 -2,466 5
ILMN funds › ILLUMINA INC TRIM 0.3% +0.1% 0.7 3,894 -106 5
GILD funds › GILEAD SCIENCES INC TRIM 0.3% -0.1% 0.7 5,307 -368 5
T funds › AT&T INC ADD 0.3% -0.1% 0.7 32,186 +105 5
CLOI funds › VANECK ETF TRUST ADD 0.3% -0.0% 0.7 12,467 +114 3
CALI funds › BLACKROCK ETF TRUST II TRIM 0.3% -0.1% 0.7 12,927 -2,997 5
GE funds › GE AEROSPACE TRIM 0.3% +0.0% 0.6 1,702 -155 5
QEMM funds › SPDR INDEX SHS FDS TRIM 0.3% +0.0% 0.6 7,935 -785 5
HYMB funds › SPDR SERIES TRUST HOLD 0.3% +0.0% 0.6 24,800 +0 5
GEV funds › GE VERNOVA INC TRIM 0.3% +0.1% 0.6 531 -33 5
C funds › CITIGROUP INC TRIM 0.3% +0.0% 0.6 4,415 -66 5
EMHY funds › ISHARES INC HOLD 0.3% +0.0% 0.6 14,910 +0 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.3% +0.3% 0.6 623 +623 1
VO funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 0.6 7,400 +5,550 5
IWF funds › ISHARES TR ADD 0.3% +0.0% 0.6 4,796 +3,597 5
FTNT funds › FORTINET INC TRIM 0.3% +0.1% 0.6 3,869 -504 5
JMST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.3% -0.2% 0.6 11,628 -9,444 5
JXN funds › JACKSON FINANCIAL INC TRIM 0.3% -0.0% 0.6 5,740 -144 5
AXS funds › AXIS CAP HLDGS LTD NEW 0.3% +0.3% 0.6 5,428 +5,428 1
HWM funds › HOWMET AEROSPACE INC TRIM 0.3% -0.0% 0.6 2,117 -551 5
VTV funds › VANGUARD INDEX FDS HOLD 0.2% +0.0% 0.6 2,583 +0 5
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.2% +0.1% 0.5 1,412 +633 5
DMXF funds › ISHARES TR ADD 0.2% +0.0% 0.5 6,172 +13 5
VBR funds › VANGUARD INDEX FDS HOLD 0.2% +0.0% 0.5 2,145 +0 5
CSCO funds › CISCO SYS INC TRIM 0.2% +0.1% 0.5 4,414 -83 5
VGSR funds › MANAGER DIRECTED PORTFOLIOS TRIM 0.2% +0.0% 0.5 45,222 -1,055 5
PFXF funds › VANECK ETF TRUST HOLD 0.2% +0.0% 0.5 28,750 +0 5
MS funds › MORGAN STANLEY ADD 0.2% +0.1% 0.5 2,453 +93 5
SOXX funds › ISHARES TR HOLD 0.2% +0.1% 0.5 795 +0 5
EIX funds › EDISON INTL TRIM 0.2% -0.0% 0.5 6,754 -1,078 4
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.2% -0.0% 0.5 11,467 -56 5
DDOG funds › DATADOG INC TRIM 0.2% +0.1% 0.5 1,861 -336 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.1% 0.5 1,716 +267 5
FTI funds › TECHNIPFMC PLC NEW 0.2% +0.2% 0.5 7,198 +7,198 1
BAC funds › BANK OF AMER CORP ADD 0.2% +0.0% 0.5 8,355 +101 5
CP funds › CANADIAN PACIFIC KANSAS CITY HOLD 0.2% +0.0% 0.5 5,473 +0 5
QCOM funds › QUALCOMM INC TRIM 0.2% +0.0% 0.5 2,557 -361 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.2% +0.0% 0.5 2,610 -116 5
CAT funds › CATERPILLAR INC NEW 0.2% +0.2% 0.5 428 +428 1
AVRE funds › AMERICAN CENTY ETF TR ADD 0.2% +0.0% 0.4 9,437 +4 5
AVES funds › AMERICAN CENTY ETF TR ADD 0.2% +0.0% 0.4 6,727 +1 5
BCS funds › BARCLAYS PLC TRIM 0.2% +0.0% 0.4 16,410 -50 5
MFG funds › MIZUHO FINANCIAL GROUP INC ADD 0.2% +0.0% 0.4 45,994 +314 5
DINO funds › HF SINCLAIR CORP TRIM 0.2% +0.0% 0.4 6,219 -480 5
BKNG funds › BOOKING HOLDINGS INC ADD 0.2% -0.0% 0.4 2,403 +2,282 5
SHG funds › SHINHAN FINANCIAL GROUP CO L HOLD 0.2% +0.0% 0.4 6,752 +0 5
CUSIP:025072323 funds › AMERICAN CENTY ETF TR TRIM 0.2% +0.0% 0.4 5,765 -91 5
SNOW funds › SNOWFLAKE INC TRIM 0.2% -0.1% 0.4 1,655 -2,063 5
CIEN funds › CIENA CORP TRIM 0.2% -0.1% 0.4 844 -697 5
ISCF funds › ISHARES TR HOLD 0.2% +0.0% 0.4 9,498 +0 5
IVLU funds › ISHARES TR HOLD 0.2% +0.0% 0.4 9,810 +0 5
INCY funds › INCYTE CORP TRIM 0.2% +0.0% 0.4 3,509 -362 5
BWA funds › BORGWARNER INC ADD 0.2% +0.0% 0.4 5,971 +13 5
RL funds › RALPH LAUREN CORP TRIM 0.2% +0.0% 0.4 986 -39 5
WF funds › WOORI FINL GROUP INC HOLD 0.2% -0.0% 0.4 6,885 +0 5
BTI funds › BRITISH AMERN TOB PLC HOLD 0.2% +0.0% 0.4 6,386 +0 5
JBHT funds › HUNT J B TRANS SVCS INC TRIM 0.2% +0.0% 0.4 1,362 -7 3
AGX funds › ARGAN INC TRIM 0.2% +0.0% 0.4 482 -132 4
SCHH funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 0.4 16,239 +9 5
USMV funds › ISHARES TR HOLD 0.2% +0.0% 0.4 3,976 +0 5
SNDK funds › SANDISK CORP NEW 0.2% +0.2% 0.4 166 +166 1
HFRO funds › HIGHLAND OPPS & INCOME FD ADD 0.2% +0.0% 0.4 52,914 +14 5
MMM funds › 3M CO ADD 0.2% +0.0% 0.4 2,330 +4 5
FCX funds › FREEPORT MCMORAN INC ADD 0.2% +0.0% 0.4 5,981 +31 3
RTX funds › RTX CORPORATION TRIM 0.2% -0.0% 0.4 1,975 -139 5
WFC funds › WELLS FARGO & CO ADD 0.2% +0.1% 0.4 4,533 +1,372 5
TOL funds › TOLL BROTHERS INC ADD 0.2% +0.0% 0.4 2,263 +19 5
COF funds › CAPITAL ONE FINL CORP ADD 0.2% +0.0% 0.4 1,835 +357 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.2% -0.1% 0.4 2,662 -585 5
APH funds › AMPHENOL CORP TRIM 0.2% +0.0% 0.4 2,025 -5 4
PNC funds › PNC FINL SVCS GROUP INC TRIM 0.2% -0.0% 0.4 1,439 -426 5
PGX funds › INVESCO EXCH TRADED FD TR II HOLD 0.2% -0.0% 0.3 32,271 +0 5
NTRA funds › NATERA INC TRIM 0.2% +0.0% 0.3 1,250 -61 5
EBAY funds › EBAY INC. NEW 0.1% +0.1% 0.3 2,985 +2,985 1
MOH funds › MOLINA HEALTHCARE INC NEW 0.1% +0.1% 0.3 1,441 +1,441 1
ADI funds › ANALOG DEVICES INC ADD 0.1% +0.0% 0.3 827 +5 4
PCG funds › PG&E CORP TRIM 0.1% -0.1% 0.3 19,474 -13,129 4
SCCO funds › SOUTHERN COPPER CORP TRIM 0.1% -0.0% 0.3 1,871 -557 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.0% 0.3 561 -472 2
TPR funds › TAPESTRY INC TRIM 0.1% -0.0% 0.3 2,176 -604 5
EME funds › EMCOR GROUP INC TRIM 0.1% -0.0% 0.3 381 -75 5
HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM 0.1% +0.0% 0.3 6,901 -1,900 2
VCRB funds › VANGUARD MALVERN FDS HOLD 0.1% -0.0% 0.3 3,973 +0 5
SPYV funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 0.3 5,029 +0 5
DFAI funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 0.3 7,351 +12 5
VRSN funds › VERISIGN INC TRIM 0.1% -0.0% 0.3 1,195 -76 5
CMRE funds › COSTAMARE INC NEW 0.1% +0.1% 0.3 21,386 +21,386 1
TIGO funds › MILLICOM INTL CELLULAR S A NEW 0.1% +0.1% 0.3 3,287 +3,287 1
PL funds › PLANET LABS PBC TRIM 0.1% -0.0% 0.3 8,913 -1,918 5
KYN funds › KAYNE ANDERSON ENERGY INFRST HOLD 0.1% -0.0% 0.3 21,302 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.1% +0.1% 0.3 386 +386 1
KEP funds › KOREA ELEC PWR CORP ADD 0.1% -0.0% 0.3 24,160 +4,551 5
UNH funds › UNITEDHEALTH GROUP INC NEW 0.1% +0.1% 0.3 703 +703 1
MTZ funds › MASTEC INC TRIM 0.1% -0.0% 0.3 699 -270 5
IFGL funds › ISHARES TR HOLD 0.1% -0.0% 0.3 13,040 +0 5
LDEM funds › ISHARES TR ADD 0.1% +0.0% 0.3 4,818 +11 5
KO funds › COCA COLA CO TRIM 0.1% -0.0% 0.3 3,568 -920 5
SPHY funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.3 12,135 +852 5
INFY funds › INFOSYS LTD ADD 0.1% +0.0% 0.3 27,109 +8,085 2
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.1% -0.1% 0.3 711 -302 5
NFLX funds › NETFLIX INC. TRIM 0.1% -0.1% 0.3 3,951 -254 5
EXEL funds › EXELIXIS INC TRIM 0.1% +0.0% 0.3 5,155 -26 3
GSL funds › GLOBAL SHIP LEASE INC NEW 0.1% +0.1% 0.3 7,424 +7,424 1
VEU funds › VANGUARD INTL EQUITY INDEX F NEW 0.1% +0.1% 0.3 3,210 +3,210 1
SPGI funds › S&P GLOBAL INC TRIM 0.1% -0.1% 0.3 660 -227 5
CB funds › CHUBB LIMITED NEW 0.1% +0.1% 0.3 782 +782 1
GL funds › GLOBE LIFE INC ADD 0.1% +0.0% 0.3 1,491 +11 5
CMI funds › CUMMINS INC TRIM 0.1% +0.0% 0.3 369 -46 3
EWX funds › SPDR INDEX SHS FDS HOLD 0.1% +0.0% 0.3 3,488 +0 5
UNM funds › UNUM GROUP NEW 0.1% +0.1% 0.3 2,874 +2,874 1
SHOP funds › SHOPIFY INC NEW 0.1% +0.1% 0.3 2,212 +2,212 1
TER funds › TERADYNE INC TRIM 0.1% +0.0% 0.3 521 -240 3
SAN funds › BANCO SANTANDER SA TRIM 0.1% +0.0% 0.3 18,210 -280 5
QUAL funds › ISHARES TR HOLD 0.1% +0.0% 0.2 1,138 +0 4
RNR funds › RENAISSANCERE HLDGS LTD NEW 0.1% +0.1% 0.2 787 +787 1
HSBC funds › HSBC HLDGS PLC ADD 0.1% +0.0% 0.2 2,612 +8 4
RIO funds › RIO TINTO PLC ADD 0.1% -0.0% 0.2 2,610 +1 3
AXP funds › AMERICAN EXPRESS CO NEW 0.1% +0.1% 0.2 729 +729 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.1% -0.0% 0.2 695 -130 5
OMF funds › ONEMAIN HLDGS INC ADD 0.1% +0.0% 0.2 4,021 +258 4
ABNB funds › AIRBNB INC TRIM 0.1% -0.1% 0.2 1,703 -1,933 4
DFSB funds › DIMENSIONAL ETF TRUST ADD 0.1% -0.0% 0.2 4,666 +11 5
ARKF funds › ARK ETF TR HOLD 0.1% +0.0% 0.2 6,132 +0 5
CMCSA funds › COMCAST CORP NEW ADD 0.1% +0.0% 0.2 9,846 +1,565 3
CUSIP:624756102 funds › MUELLER INDS INC ADD 0.1% +0.0% 0.2 1,964 +131 3
SPEM funds › SPDR INDEX SHS FDS HOLD 0.1% +0.0% 0.2 4,653 +0 5
AMGN funds › AMGEN INC NEW 0.1% +0.1% 0.2 652 +652 1
KT funds › KT CORP ADD 0.1% -0.0% 0.2 13,481 +108 5
CARR funds › CARRIER GLOBAL CORPORATION NEW 0.1% +0.1% 0.2 3,175 +3,175 1
VTHR funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 0.2 698 +2 3
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.2 1,395 +11 4
AM funds › ANTERO MIDSTREAM CORP TRIM 0.1% -0.0% 0.2 9,962 -108 2
WIT funds › WIPRO LTD ADD 0.1% +0.1% 0.2 100,269 +76,581 5
MUFG funds › MITSUBISHI UFJ FINANCIAL GRO TRIM 0.1% +0.0% 0.2 11,337 -148 5
FIVE funds › FIVE BELOW INC TRIM 0.1% -0.0% 0.2 1,251 -48 3
HAUZ funds › DBX ETF TR HOLD 0.1% -0.0% 0.2 10,000 +0 5
CFG funds › CITIZENS FINL GROUP INC NEW 0.1% +0.1% 0.2 3,187 +3,187 1
MCO funds › MOODYS CORP TRIM 0.1% -0.0% 0.2 491 -140 2
DLX funds › DELUXE CORP MEDIUM TERM NTS NEW 0.1% +0.1% 0.2 9,250 +9,250 1
XEL funds › XCEL ENERGY INC NEW 0.1% +0.1% 0.2 2,732 +2,732 1
IWM funds › ISHARES TR TRIM 0.1% +0.0% 0.2 724 -109 5
HOOD funds › ROBINHOOD MKTS INC NEW 0.1% +0.1% 0.2 2,167 +2,167 1
SKM funds › SK TELECOM CO LTD TRIM 0.1% -0.0% 0.2 6,667 -1,839 3
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.1% 0.2 228 -272 5
MTUM funds › ISHARES TR NEW 0.1% +0.1% 0.2 622 +622 1
FICO funds › FAIR ISAAC CORP NEW 0.1% +0.1% 0.2 178 +178 1
WWD funds › WOODWARD INC NEW 0.1% +0.1% 0.2 497 +497 1
SNPS funds › SYNOPSYS INC NEW 0.1% +0.1% 0.2 471 +471 1
INSW funds › INTERNATIONAL SEAWAYS INC NEW 0.1% +0.1% 0.2 2,733 +2,733 1
WMT funds › WALMART INC TRIM 0.1% -0.1% 0.2 1,820 -1,125 5
SSL funds › SASOL LTD TRIM 0.1% -0.1% 0.2 20,987 -9,337 5
SPNT funds › SIRIUSPOINT LTD NEW 0.1% +0.1% 0.2 8,454 +8,454 1
EQIX funds › EQUINIX INC NEW 0.1% +0.1% 0.2 193 +193 1
YALA funds › YALLA GROUP LTD TRIM 0.1% -0.0% 0.2 30,709 -153 5
TAK funds › TAKEDA PHARMACEUTICAL CO LTD NEW 0.1% +0.1% 0.2 10,190 +10,190 1
ENIC funds › ENEL CHILE SA HOLD 0.1% +0.0% 0.2 36,060 +0 5
LYFT funds › LYFT INC NEW 0.1% +0.1% 0.2 10,652 +10,652 1
LYG funds › LLOYDS BANKING GROUP PLC HOLD 0.1% +0.0% 0.2 26,381 +0 5
PAGS funds › PAGSEGURO DIGITAL LTD NEW 0.1% +0.1% 0.1 15,780 +15,780 1
IHS funds › IHS HOLDING LIMITED NEW 0.0% +0.0% 0.1 13,283 +13,283 1
LPL funds › LG DISPLAY CO LTD NEW 0.0% +0.0% 0.1 22,882 +22,882 1
ADT funds › ADT INC DEL ADD Common Stock 0.0% -0.0% 0.1 11,651 +209 5
AMBP funds › ARDAGH METAL PACKAGING S A NEW 0.0% +0.0% 0.1 14,127 +14,127 1
WOOF funds › PETCO HEALTH & WELLNESS CO I TRIM 0.0% -0.0% 0.1 20,478 -538 5
JFIN funds › JIAYIN GROUP INC NEW 0.0% +0.0% 0.1 18,679 +18,679 1
IRWD funds › IRONWOOD PHARMACEUTICALS INC TRIM 0.0% +0.0% 0.1 11,957 -607 5
CIG funds › CIA ENERGETICA DE MINAS GERA HOLD 0.0% -0.0% 0.0 13,650 +0 5
LX funds › LEXINFINTECH HLDGS LTD TRIM 0.0% -0.0% 0.0 13,199 -10,908 5
DH funds › DEFINITIVE HEALTHCARE CORP NEW 0.0% +0.0% 0.0 12,590 +12,590 1
CUSIP:01626W101 funds › ALIGHT INC NEW 0.0% +0.0% 0.0 13,402 +13,402 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -1,020 0
IYW funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -1,686 0
TSN funds › TYSON FOODS INC EXIT 0.0% -0.1% 0.0 0 -3,156 0
LU funds › LUFAX HOLDING LTD EXIT 0.0% -0.0% 0.0 0 -12,292 0
DOW funds › DOW INC EXIT 0.0% -0.1% 0.0 0 -5,531 0
PG funds › PROCTER AND GAMBLE CO EXIT 0.0% -0.1% 0.0 0 -1,639 0
MKTX funds › MARKETAXESS HLDGS INC EXIT 0.0% -0.1% 0.0 0 -1,747 0
SLV funds › ISHARES SILVER TR EXIT 0.0% -6.6% 0.0 0 -215,850 0
ADBE funds › ADOBE INC EXIT 0.0% -0.2% 0.0 0 -1,417 0
MELI funds › MERCADOLIBRE INC EXIT 0.0% -0.1% 0.0 0 -184 0
TEAM funds › ATLASSIAN CORPORATION EXIT 0.0% -0.1% 0.0 0 -2,962 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.2% 0.0 0 -3,148 0
AA funds › ALCOA CORP EXIT 0.0% -0.1% 0.0 0 -3,531 0
MCD funds › MCDONALDS CORP EXIT 0.0% -0.1% 0.0 0 -856 0
CME funds › CME GROUP INC EXIT 0.0% -0.1% 0.0 0 -759 0
RITM funds › RITHM CAPITAL CORP EXIT 0.0% -0.0% 0.0 0 -10,298 0
FLR funds › FLUOR CORP NEW EXIT 0.0% -0.1% 0.0 0 -4,319 0
MRSH funds › MARSH & MCLENNAN COS INC EXIT 0.0% -0.1% 0.0 0 -1,563 0
NWL funds › NEWELL BRANDS INC EXIT 0.0% -0.0% 0.0 0 -10,950 0
VIG funds › VANGUARD SPECIALIZED FUNDS EXIT 0.0% -0.2% 0.0 0 -1,822 0
FLS funds › FLOWSERVE CORP EXIT 0.0% -0.1% 0.0 0 -3,122 0
UBER funds › UBER TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -3,641 0
CLNE funds › CLEAN ENERGY FUELS CORP EXIT 0.0% -0.0% 0.0 0 -17,811 0
MEDP funds › MEDPACE HLDGS INC EXIT 0.0% -0.1% 0.0 0 -438 0
LMT funds › LOCKHEED MARTIN CORP EXIT 0.0% -0.1% 0.0 0 -515 0
UTHR funds › UNITED THERAPEUTICS CORP DEL EXIT 0.0% -0.1% 0.0 0 -441 0
GLD funds › SPDR GOLD TR EXIT 0.0% -2.5% 0.0 0 -13,060 0
VOD funds › VODAFONE GROUP PLC NEW EXIT 0.0% -0.2% 0.0 0 -23,646 0
PCOR funds › PROCORE TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -5,427 0
NOW funds › SERVICENOW INC EXIT 0.0% -0.1% 0.0 0 -1,913 0
INTU funds › INTUIT EXIT 0.0% -0.1% 0.0 0 -765 0
CMG funds › CHIPOTLE MEXICAN GRILL INC EXIT 0.0% -0.1% 0.0 0 -9,016 0
PEP funds › PEPSICO INC EXIT 0.0% -0.1% 0.0 0 -1,826 0
APAM funds › ARTISAN PARTNERS ASSET MGMT EXIT 0.0% -0.1% 0.0 0 -8,459 0
ULTA funds › ULTA BEAUTY INC EXIT 0.0% -0.1% 0.0 0 -408 0
DKNG funds › DRAFTKINGS INC NEW EXIT 0.0% -0.1% 0.0 0 -12,525 0
DAL funds › DELTA AIR LINES INC DEL EXIT 0.0% -0.1% 0.0 0 -3,782 0
PSX funds › PHILLIPS 66 EXIT 0.0% -0.1% 0.0 0 -1,224 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 226 254 0.17 28% 0.012 0.109 in
2026Q1 223 248 0.07 31% 0.015 0.257 in
2025Q4 242 261 0.12 30% 0.015 0.157 in
2025Q3 223 245 0.09 29% 0.014 0.184 in
2025Q2 209 230 0.13 31% 0.015 0.159 entered
2025Q1 192 205 0.00 31% 0.015 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