Fund Universe

Parvin Asset Management, LLC

CIK 0002056764 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.101
AUM ($M)
125
Positions
317
Turnover
0.11
Top-10 wt
23%
Herfindahl
0.012
History (qtrs)
6
Excess Return
not eligible

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Security type

Holdings · 333 positions · portfolio value $125M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC HOLD 5.6% +1.1% 7.0 24,325 +0 5
NEM funds › NEWMONT CORP TRIM 2.5% -0.7% 3.1 33,095 -6,290 5
AEM funds › AGNICO EAGLE MINES LTD F TRIM 2.5% -0.6% 3.1 19,855 -620 5
EXK funds › ENDEAVOUR SILVER CORP F TRIM 2.1% -0.1% 2.6 318,275 -7,500 5
HL funds › HECLA MNG CO TRIM 2.0% -0.6% 2.5 164,125 -30,650 5
RGLD funds › ROYAL GOLD INC ADD 1.9% -0.1% 2.4 11,885 +1,030 5
OR funds › OR ROYALTIES TRIM 1.7% -0.2% 2.2 68,935 -1,315 3
MSFT funds › MICROSOFT CORP TRIM 1.7% +0.1% 2.1 5,645 -75 5
AMGN funds › AMGEN INC TRIM 1.6% +0.1% 2.0 5,619 -120 5
SVM funds › SILVERCORP METALS INC F TRIM 1.6% -0.0% 2.0 200,125 -5,100 5
RTX funds › RTX CORP TRIM 1.5% +0.1% 1.9 9,850 -280 5
EOG funds › EOG RES INC TRIM 1.4% -0.1% 1.7 13,435 -320 5
CLX funds › CLOROX CO TRIM 1.3% -0.0% 1.6 16,455 -455 5
PAAS funds › PAN AMERN SILVER CORP F TRIM 1.2% -0.2% 1.6 34,779 -805 5
LKQ funds › LKQ CORP TRIM 1.2% -0.1% 1.6 58,970 -920 5
CDE funds › COEUR MNG INC TRIM 1.2% -1.6% 1.5 92,100 -113,152 5
AMCR funds › AMCOR PLC F ADD 1.2% +0.3% 1.5 34,431 +4,535 2
KGC funds › KINROSS GOLD CORP F TRIM 1.2% -0.3% 1.5 61,625 -2,450 5
AG funds › FIRST MAJESTIC SILVER F TRIM 1.1% -0.2% 1.4 82,650 -1,475 5
FNV funds › FRANCO NEV CORP F ADD 1.1% +0.2% 1.4 6,695 +1,405 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 1.1% -0.1% 1.4 10,131 +385 5
CUSIP:864159108 funds › STURM RUGER & CO INC TRIM 1.1% +0.0% 1.4 36,150 -150 5
WPM funds › WHEATON PRECIOUS METAL F TRIM 1.1% -0.1% 1.4 12,175 -295 5
QCOM funds › QUALCOMM INC TRIM 1.0% +0.3% 1.3 7,085 -255 5
B funds › BARRICK MNG CORP F TRIM 1.0% -0.0% 1.3 34,525 -360 5
SSRM funds › SSR MNG INC F TRIM 1.0% +0.0% 1.2 43,695 -500 5
TFPM funds › TRIPLE FLAG PRECIOUS M F TRIM 0.9% -0.1% 1.2 39,530 -435 5
UPS funds › UNITED PARCEL SVC INC CLASS B ADD 0.9% +0.2% 1.2 10,745 +175 5
EQX funds › EQUINOX GOLD CORP F TRIM 0.9% -0.4% 1.1 116,441 -2,575 4
VZ funds › VERIZON COMMUNICATIONS I TRIM 0.9% -0.1% 1.1 26,605 -105 5
RYN funds › RAYONIER INC REIT TRIM 0.9% +0.1% 1.1 52,363 -450 3
BMY funds › BRISTOL MYERS SQUIBB CO ADD 0.9% +0.0% 1.1 19,245 +480 5
NOV funds › NOV INC TRIM 0.9% +0.0% 1.1 59,750 -2,800 5
OMAB funds › GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 8 ORD SHS TRIM 0.9% +0.0% 1.1 9,725 -165 5
GNTX funds › GENTEX CORP TRIM 0.9% +0.1% 1.1 42,995 -1,725 4
SKM funds › SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS TRIM 0.9% +0.1% 1.1 33,094 -325 5
CNI funds › CANADIAN NATL RY CO F TRIM 0.8% +0.2% 1.1 8,900 -110 3
AGI funds › ALAMOS GOLD INC NEW FCLASS A TRIM 0.8% -0.3% 1.1 34,780 -610 5
SNN funds › SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHS TRIM 0.8% -0.0% 1.0 36,444 -500 5
MELI funds › MERCADOLIBRE INC ADD 0.8% +0.1% 1.0 606 +10 5
CVX funds › CHEVRON CORP NEW HOLD 0.8% -0.1% 1.0 5,980 +0 5
DEO funds › DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS TRIM 0.8% +0.1% 1.0 12,325 -25 5
PG funds › PROCTER & GAMBLE CO ADD 0.8% +0.1% 1.0 6,735 +220 5
GLW funds › CORNING INC TRIM 0.8% +0.4% 1.0 3,800 -200 5
COST funds › Costco Wholesale Corp HOLD 0.7% +0.0% 0.9 1,000 +0 5
CUSIP:90400P101 funds › ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.7% -0.0% 0.9 185,650 -100 3
OMC funds › OMNICOM GROUP INC TRIM 0.7% +0.0% 0.9 12,679 -325 5
ABEV funds › AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.7% +0.1% 0.9 291,875 -2,050 5
ABBV funds › ABBVIE INC HOLD 0.7% +0.1% 0.9 3,625 +0 5
AOS funds › SMITH A O CORP TRIM 0.7% +0.0% 0.9 14,520 -400 5
CBRL funds › CRACKER BARREL OLD CTRY ADD 0.7% +0.4% 0.9 16,745 +110 5
HPQ funds › HP INC ADD 0.7% +0.6% 0.9 40,500 +30,550 2
JNJ funds › JOHNSON & JOHNSON ADD 0.7% +0.1% 0.9 3,470 +200 5
STZ funds › CONSTELLATION BRANDS INCCLASS A TRIM 0.7% -0.0% 0.8 6,074 -75 5
SCCO funds › Southern Copper Corp ADD 0.7% +0.1% 0.8 4,738 +46 5
ADP funds › AUTOMATIC DATA PROCESSIN HOLD 0.6% +0.1% 0.8 3,575 +0 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.6% +0.1% 0.8 4,420 -150 5
GSL funds › GLOBAL SHIP LEASE INC FCLASS CLASS A ADD 0.6% +0.1% 0.8 20,575 +670 3
CSCO funds › CISCO SYS INC TRIM 0.6% +0.2% 0.7 6,340 -25 5
UNP funds › UNION PAC CORP HOLD 0.6% +0.1% 0.7 2,725 +0 5
BFB funds › BROWN FORMAN CORP CLASS B TRIM 0.6% +0.0% 0.7 27,650 -900 5
OTEX funds › OPEN TEXT CORP F TRIM 0.6% +0.0% 0.7 33,250 -180 5
CSV funds › CARRIAGE SVCS INC TRIM 0.6% -0.1% 0.7 19,170 -550 5
WMT funds › WALMART INC HOLD 0.6% -0.0% 0.7 6,481 +0 5
IPAR funds › INTERPARFUMS INC TRIM 0.6% +0.1% 0.7 6,510 -80 3
ORLA funds › ORLA MNG LTD NEW F ADD 0.6% -0.3% 0.7 73,225 +150 5
PEP funds › PEPSICO INC HOLD 0.5% -0.0% 0.7 4,913 +0 5
CPB funds › THE CAMPBELL'S CO TRIM 0.5% +0.0% 0.7 29,285 -525 5
BDX funds › BECTON DICKINSON & CO TRIM 0.5% +0.0% 0.6 4,256 -50 5
JCI funds › JOHNSON CONTROLS INTER F TRIM 0.5% +0.1% 0.6 4,235 -55 5
MKTX funds › MARKETAXESS HLDGS INC TRIM 0.5% -0.2% 0.6 5,425 -345 5
ADBE funds › ADOBE INC TRIM 0.5% -0.1% 0.6 2,888 -120 5
CAT funds › Caterpillar Inc ADD 0.5% +0.2% 0.6 540 +40 5
AVO funds › MISSION PRODUCE INC NEW 0.5% +0.5% 0.6 47,839 +47,839 1
CNH funds › CNH INDL N V F ADD 0.4% +0.0% 0.5 48,925 +700 3
ABT funds › ABBOTT LABS HOLD 0.4% -0.0% 0.5 6,050 +0 5
IBM funds › IBM CORP ADD 0.4% +0.1% 0.5 1,930 +80 5
MRSH funds › MARSH & MCLENNAN COS INC HOLD 0.4% +0.0% 0.5 3,230 +0 5
CPNG funds › COUPANG INC CLASS A ADD 0.4% +0.0% 0.5 29,900 +1,225 5
SDOG funds › ALPS HOLD ETP 0.4% +0.0% 0.5 7,521 +0 5
CF funds › CF INDS HLDGS INC TRIM 0.4% -0.0% 0.5 4,565 -45 3
ARLP funds › ALLIANCE RESOURCE PAR LP ADD 0.4% -0.0% 0.5 20,500 +425 5
RIO funds › RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.4% +0.0% 0.5 4,870 -35 5
NTB funds › BANK OF NT BUTTERFIELD F TRIM 0.3% +0.1% 0.4 7,130 -25 5
NTR funds › NUTRIEN LTD F HOLD 0.3% -0.0% 0.4 6,505 +0 5
SFD funds › SMITHFIELD FOODS INC TRIM 0.3% -0.0% 0.4 16,375 -125 2
KO funds › THE COCA-COLA CO ADD 0.3% +0.0% 0.4 4,770 +60 5
IWY funds › iShares HOLD 0.3% +0.1% 0.4 1,330 +0 3
BTI funds › BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.3% +0.0% 0.4 6,150 -40 5
MDT funds › MEDTRONIC PLC F TRIM 0.3% -0.0% 0.4 4,850 -150 5
PAHC funds › PHIBRO ANIMAL HEALTH CORCLASS A TRIM 0.3% -0.2% 0.4 11,835 -15 5
INGR funds › INGREDION INC TRIM 0.3% -0.1% 0.4 3,915 -400 5
MRK funds › MERCK & CO. INC. TRIM 0.3% +0.0% 0.4 2,875 -150 5
ORCL funds › ORACLE CORP TRIM 0.3% +0.0% 0.4 2,500 -125 5
IBRX funds › IMMUNITYBIO INC HOLD 0.3% +0.1% 0.4 40,000 +0 2
SHEL funds › SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS HOLD 0.3% -0.0% 0.3 4,500 +0 5
JBS funds › JBS N V FCLASS A TRIM 0.3% -0.1% 0.3 29,375 -50 3
LIN funds › LINDE PLC F HOLD 0.3% +0.0% 0.3 667 +0 5
SHY funds › iShares HOLD 0.3% +0.0% 0.3 4,150 +0 3
IP funds › INTERNTNL PAPER CO CLASS EQUITY ADD 0.3% +0.0% 0.3 8,825 +250 5
MO funds › ALTRIA GROUP INC ADD 0.3% +0.0% 0.3 4,595 +130 5
PBR funds › PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS ADD 0.3% -0.0% 0.3 20,150 +1,175 5
HY funds › HYSTER YALE INC CLASS A ADD 0.3% +0.0% 0.3 9,095 +225 3
VALE funds › VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS ADD 0.3% +0.0% 0.3 20,875 +1,475 5
MMM funds › 3M CO HOLD 0.2% +0.0% 0.3 1,925 +0 5
TJX funds › TJX COS INC NEW HOLD 0.2% +0.0% 0.3 1,940 +0 5
PK funds › PARK HOTELS & RESORTS INREIT ADD 0.2% +0.1% 0.3 20,325 +925 5
MDLZ funds › MONDELEZ INTL INC CLASS A HOLD 0.2% +0.0% 0.3 4,950 +0 5
VOD funds › VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS HOLD 0.2% -0.0% 0.3 21,550 +0 5
CALM funds › CAL MAINE FOODS INC ADD 0.2% +0.0% 0.3 3,440 +5 5
RKLB funds › ROCKET LAB USA INC TRIM 0.2% +0.0% 0.3 2,640 -1,025 3
TSM funds › TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS TRIM 0.2% +0.1% 0.3 525 -25 5
MCY funds › MERCURY GEN CORP NEW HOLD 0.2% +0.0% 0.2 2,240 +0 5
BG funds › BUNGE GLOBAL SA F ADD 0.2% -0.0% 0.2 2,235 +75 5
MCD funds › MCDONALDS CORP ADD 0.2% +0.0% 0.2 855 +80 5
IWX funds › iShares HOLD 0.2% +0.0% 0.2 2,197 +0 3
EXR funds › EXTRA SPACE STORAGE INC HOLD 0.2% +0.0% 0.2 1,581 +0 5
ETN funds › EATON CORP PLC F HOLD 0.2% +0.0% 0.2 530 +0 5
BBY funds › BEST BUY INC NEW 0.2% +0.2% 0.2 2,950 +2,950 1
AGCO funds › AGCO CORP DEL TRIM Common Stock 0.2% +0.0% 0.2 1,855 -5 5
RDW funds › REDWIRE CORP ADD 0.2% +0.1% 0.2 18,075 +250 3
EBAY funds › EBAY INC HOLD 0.2% +0.0% 0.2 1,950 +0 5
STM funds › STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.2% +0.1% 0.2 2,880 -25 5
CME funds › CME GROUP INC CLASS A HOLD 0.2% -0.0% 0.2 975 +0 5
KHC funds › KRAFT HEINZ CO TRIM 0.2% +0.0% 0.2 9,090 -1,150 5
ZTS funds › ZOETIS INC CLASS CLASS A ADD 0.2% -0.1% 0.2 2,985 +80 3
UL funds › UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.2% +0.0% 0.2 3,567 +0 3
GPC funds › GENUINE PARTS CO TRIM 0.2% +0.0% 0.2 1,770 -210 5
TSLA funds › TESLA INC HOLD 0.2% +0.0% 0.2 495 +0 5
UMC funds › UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS ADD 0.2% +0.1% 0.2 7,600 +1,000 3
HSY funds › HERSHEY CO HOLD 0.2% -0.0% 0.2 1,175 +0 5
GIS funds › GENERAL MLS INC ADD 0.2% +0.1% 0.2 5,675 +5,275 5
CAG funds › CONAGRA BRANDS INC ADD 0.2% -0.0% 0.2 14,340 +275 5
EMR funds › EMERSON ELEC CO HOLD 0.2% +0.0% 0.2 1,320 +0 5
DEA funds › EASTERLY GOVT PPTYS INC TRIM 0.1% +0.0% 0.2 7,400 -550 3
LPTH funds › LIGHTPATH TECHNOLOGIES ICLASS A NEW 0.1% +0.1% 0.2 11,125 +11,125 1
LMNR funds › LIMONEIRA CO ADD 0.1% +0.0% 0.2 13,750 +1,275 5
SPIR funds › SPIRE GLOBAL INC CLASS CLASS A TRIM 0.1% +0.0% 0.2 9,655 -2,070 3
FLO funds › FLOWERS FOODS INC ADD 0.1% +0.0% 0.2 22,450 +150 3
GOOG funds › ALPHABET INC CLASS C HOLD 0.1% +0.0% 0.2 490 +0 5
PTA funds › Cohen & Steers HOLD 0.1% +0.0% 0.2 9,000 +0 3
CCI funds › CROWN CASTLE INC TRIM 0.1% -0.0% 0.2 2,275 -200 5
ET funds › ENERGY TRANSFER L P LP TRIM 0.1% -0.0% 0.2 8,775 -1,350 2
TU funds › TELUS CORP F ADD 0.1% -0.0% 0.2 15,775 +225 5
ASTS funds › AST SpaceMobile Inc ADD 0.1% +0.1% 0.2 1,875 +1,675 5
CARR funds › CARRIER GLOBAL CORP ADD 0.1% +0.0% 0.2 2,247 +22 5
GOOGL funds › ALPHABET INC CLASS A HOLD 0.1% +0.0% 0.2 460 +0 5
DXC funds › DXC TECHNOLOGY CO HOLD 0.1% -0.0% 0.2 17,950 +0 4
HXL funds › HEXCEL CORP NEW ADD 0.1% +0.1% 0.2 1,554 +519 5
BALL funds › BALL CORP ADD 0.1% +0.1% 0.2 2,490 +1,175 5
BCE funds › BCE INC F HOLD 0.1% -0.0% 0.2 7,200 +0 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.1% +0.0% 0.2 4,825 -25 5
EPD funds › ENTERPRISE PRODS PART LP HOLD 0.1% +0.0% 0.1 4,050 +0 5
FPI funds › FARMLAND PARTNERS INC ADD 0.1% +0.0% 0.1 15,375 +1,200 5
HEI funds › HEICO CORP NEW NEW 0.1% +0.1% 0.1 406 +406 1
GLPI funds › GAMING & LEISURE PPTYS I TRIM 0.1% +0.0% 0.1 3,225 -225 5
MPLX funds › MPLX LP LP NEW 0.1% +0.1% 0.1 2,515 +2,515 1
WU funds › WESTERN UN CO ADD 0.1% +0.0% 0.1 18,275 +1,650 5
TKR funds › TIMKEN CO ADD 0.1% +0.0% 0.1 965 +45 5
INTC funds › INTEL CORP TRIM 0.1% +0.1% 0.1 1,000 -100 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.1 614 +614 1
ENTG funds › ENTEGRIS INC ADD 0.1% +0.0% 0.1 760 +15 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.1 614 +614 1
DHR funds › Danaher Corp HOLD 0.1% +0.0% 0.1 700 +0 5
EPAC funds › ENERPAC TOOL GROUP CORP CLASS A NEW 0.1% +0.1% 0.1 3,590 +3,590 1
APD funds › AIR PRODS & CHEMS INC HOLD 0.1% +0.0% 0.1 435 +0 5
MSM funds › MSC INDL DIRECT INC CLASS A HOLD 0.1% +0.0% 0.1 1,050 +0 5
PKG funds › PACKAGING CORP AMER HOLD 0.1% +0.0% 0.1 518 +0 5
SAFT funds › SAFETY INS GROUP INC HOLD 0.1% +0.0% 0.1 1,610 +0 5
TRMB funds › TRIMBLE INC ADD 0.1% +0.0% 0.1 2,354 +1,069 5
ADSK funds › AUTODESK INC ADD 0.1% +0.0% 0.1 612 +289 5
TEL funds › TE CONNECTIVITY PLC F HOLD 0.1% +0.0% 0.1 585 +0 3
AFL funds › Aflac Inc HOLD Common Stock 0.1% +0.0% 0.1 1,000 +0 5
IWS funds › iShares HOLD 0.1% +0.0% 0.1 691 +0 3
DLO funds › DLOCAL LTD FCLASS A ADD 0.1% +0.0% 0.1 8,500 +1,100 5
SBUX funds › STARBUCKS CORP HOLD 0.1% +0.0% 0.1 1,075 +0 5
DHS funds › WISDOMTREE HOLD 0.1% +0.0% 0.1 938 +0 5
DINO funds › HF Sinclair Corp TRIM 0.1% -0.0% 0.1 1,500 -1,300 5
IRM funds › IRON MTN INC NEW HOLD 0.1% +0.0% 0.1 820 +0 5
FLY funds › FIREFLY AEROSPACE INC NEW 0.1% +0.1% 0.1 3,510 +3,510 1
VIV funds › TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS ADD 0.1% +0.0% 0.1 7,725 +950 5
HAS funds › HASBRO INC HOLD 0.1% -0.0% 0.1 1,220 +0 5
LUNR funds › INTUITIVE MACHS INC CLASS A NEW 0.1% +0.1% 0.1 4,705 +4,705 1
FDX funds › FEDEX CORP ADD 0.1% +0.0% 0.1 315 +40 5
NVO funds › NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.1% +0.0% 0.1 2,015 +0 5
OKE funds › ONEOK INC NEW HOLD 0.1% +0.0% 0.1 1,086 +0 5
KOF funds › COCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS ADD 0.1% +0.0% 0.1 875 +150 5
DFAS funds › DIMENSIONAL HOLD 0.1% +0.0% 0.1 1,100 +0 5
T funds › AT&T INC HOLD 0.1% -0.0% 0.1 4,225 +0 5
AMX funds › AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS ADD 0.1% +0.0% 0.1 3,300 +550 5
IUS funds › INVESCO HOLD 0.1% +0.0% 0.1 1,305 +0 5
NVS funds › NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.1% +0.0% 0.1 525 +0 5
FNDF funds › State Street Global Advisors SPDR Trust HOLD 0.1% +0.0% 0.1 1,557 +0 5
D funds › DOMINION ENERGY INC HOLD 0.1% +0.0% 0.1 1,200 +0 5
NXST funds › NEXSTAR MEDIA GROUP INC HOLD 0.1% +0.0% 0.1 450 +0 5
OTIS funds › OTIS WORLDWIDE CORP ADD 0.1% +0.0% 0.1 1,122 +10 5
ASML funds › ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.1% +0.0% 0.1 40 +0 5
PRGO funds › PERRIGO CO PLC F TRIM 0.1% -0.1% 0.1 7,600 -12,275 5
STLD funds › STEEL DYNAMICS INC TRIM 0.1% +0.0% 0.1 325 -55 5
RDY funds › DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS ADD 0.1% +0.0% 0.1 4,925 +1,125 3
MDY funds › State Street Global Advisors SPDR Trust HOLD 0.1% +0.0% 0.1 100 +0 5
PAYX funds › PAYCHEX INC HOLD 0.1% +0.0% 0.1 670 +0 5
IWP funds › iShares HOLD 0.1% +0.0% 0.1 445 +0 3
EVT funds › EATON VANCE TAX ADVANTAG HOLD 0.1% +0.0% 0.1 2,350 +0 5
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.0% +0.0% 0.1 125 +0 5
EXPD funds › EXPEDITORS INTL WASH INCCLASS A HOLD 0.0% +0.0% 0.1 375 +0 5
AMT funds › AMERICAN TOWER CORP HOLD 0.0% +0.0% 0.1 370 +0 5
IWO funds › iShares HOLD 0.0% +0.0% 0.1 150 +0 5
KTOS funds › KRATOS DEFENSE & SEC SOL TRIM 0.0% -0.1% 0.1 1,125 -2,500 5
EQR funds › EQUITY RESIDENTIAL HOLD 0.0% +0.0% 0.1 800 +0 5
GFI funds › GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS ADD 0.0% +0.0% 0.1 1,600 +325 3
DOW funds › DOW INC HOLD 0.0% -0.0% 0.1 1,955 +0 5
EL funds › LAUDER ESTEE COS INC CLASS A HOLD 0.0% +0.0% 0.1 675 +0 5
TTE funds › TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% -0.0% 0.1 675 +0 3
PAVE funds › Global X HOLD 0.0% +0.0% 0.1 865 +0 3
PFE funds › PFIZER INC ADD 0.0% +0.0% 0.1 2,100 +800 5
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% +0.0% 0.1 160 +0 5
ZBH funds › Zimmer Biomet Holdings Inc HOLD 0.0% +0.0% 0.0 550 +0 5
BNY funds › BANK NEW YORK MELLON COR HOLD 0.0% +0.0% 0.0 322 +0 5
NXPI funds › NXP SEMICONDUCTORS N V F TRIM 0.0% +0.0% 0.0 165 -75 3
TLK funds › TELEKOMINIK INDONESIA FSPONSORED ADR 1 ADR REPS 100 ORD SHS ADD 0.0% +0.0% 0.0 3,325 +900 3
NOAH funds › NORTHERN OIL & GAS INC NEW 0.0% +0.0% 0.0 2,350 +2,350 1
EWJ funds › iShares HOLD 0.0% +0.0% 0.0 445 +0 3
GE funds › GE AEROSPACE NEW 0.0% +0.0% 0.0 111 +111 1
FNDC funds › State Street Global Advisors SPDR Trust HOLD 0.0% +0.0% 0.0 848 +0 5
PSA funds › PUBLIC STORAGE HOLD 0.0% +0.0% 0.0 128 +0 5
GDXJ funds › VanEck HOLD 0.0% -0.0% 0.0 400 +0 3
WFC funds › Wells Fargo & Co HOLD 0.0% +0.0% 0.0 450 +0 5
CL funds › COLGATE PALMOLIVE CO HOLD 0.0% +0.0% 0.0 350 +0 5
SYY funds › SYSCO CORP HOLD 0.0% +0.0% 0.0 380 +0 5
XLV funds › State Street Global Advisors SPDR Trust HOLD 0.0% +0.0% 0.0 200 +0 5
GEV funds › GE VERNOVA INC NEW 0.0% +0.0% 0.0 27 +27 1
SILJ funds › AMPLIFY TRUST HOLD 0.0% -0.0% 0.0 1,200 +0 2
USB funds › US Bancorp HOLD 0.0% +0.0% 0.0 500 +0 5
ASR funds › GRUPO AEROPORTUARIO DE FSPONSORED ADR 1 ADR REPS 10 ORD SHS TRIM 0.0% -0.1% 0.0 95 -560 2
AJG funds › GALLAGHER ARTHUR J & CO HOLD 0.0% +0.0% 0.0 125 +0 5
DVN funds › DEVON ENERGY CORP NEW HOLD 0.0% -0.0% 0.0 685 +0 5
TM funds › TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS HOLD 0.0% -0.0% 0.0 163 +0 5
AEP funds › AMERICAN ELEC PWR CO INC NEW 0.0% +0.0% 0.0 200 +200 1
DFIS funds › DIMENSIONAL HOLD 0.0% +0.0% 0.0 734 +0 3
CB funds › CHUBB LTD F HOLD 0.0% +0.0% 0.0 75 +0 5
GILD funds › GILEAD SCIENCES INC HOLD 0.0% -0.0% 0.0 200 +0 5
MKC funds › MCCORMICK & CO INC HOLD 0.0% +0.0% 0.0 500 +0 5
DMC funds › DEL MONTE CORP F HOLD 0.0% -0.0% 0.0 900 +0 5
ALL funds › ALLSTATE CORP HOLD 0.0% +0.0% 0.0 100 +0 5
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.0 157 +157 1
SOLS funds › SOLSTICE ADVANCED MATLS TRIM 0.0% +0.0% 0.0 250 -25 3
FTV funds › Fortive Corp HOLD 0.0% +0.0% 0.0 350 +0 5
VLTO funds › Veralto Corp HOLD 0.0% +0.0% 0.0 233 +0 5
GLTR funds › ABBVIE INC HOLD 0.0% -0.0% 0.0 113 +0 5
DCO funds › DUCOMMUN INC DEL TRIM 0.0% -0.1% 0.0 110 -1,230 5
IFF funds › INTERNTNL FLAVORS & FRAG HOLD 0.0% +0.0% 0.0 250 +0 5
EQNR funds › EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS TRIM 0.0% -0.0% 0.0 625 -225 5
CUSIP:130788102 funds › California Water Service Group HOLD 0.0% +0.0% 0.0 400 +0 5
PNR funds › PENTAIR PLC F HOLD 0.0% -0.0% 0.0 250 +0 5
PKE funds › PARK AEROSPACE CORP TRIM 0.0% -0.1% 0.0 500 -4,375 5
MOGA funds › MOOG INC CLASS A TRIM 0.0% -0.1% 0.0 45 -462 5
DFAC funds › DIMENSIONAL TRIM 0.0% -0.0% 0.0 400 -100 5
CWCO funds › CONSOLIDATED WATER CO F HOLD 0.0% -0.0% 0.0 600 +0 5
META funds › META PLATFORMS INC CLASS A HOLD 0.0% +0.0% 0.0 30 +0 5
CUSIP:464285954 funds › iShares NEW 0.0% +0.0% 0.0 220 +220 1
PGR funds › PROGRESSIVE CORP OH HOLD 0.0% +0.0% 0.0 75 +0 5
USAU funds › U.S. GOLD CORP TRIM 0.0% -0.0% 0.0 950 -325 4
PPL funds › PPL CORP NEW 0.0% +0.0% 0.0 400 +400 1
ALLE funds › ALLEGION PUB LTD CO F HOLD 0.0% +0.0% 0.0 100 +0 5
AVUV funds › American Century HOLD 0.0% +0.0% 0.0 110 +0 3
TDY funds › TELEDYNE TECHNOLOGIES IN TRIM 0.0% -0.1% 0.0 20 -160 5
BAX funds › BAXTER INTL INC HOLD 0.0% +0.0% 0.0 620 +0 5
CMCSA funds › COMCAST CORP NEW CLASS A NEW 0.0% +0.0% 0.0 528 +528 1
VZLA funds › VIZSLA SILVER CORP F TRIM 0.0% -0.0% 0.0 3,900 -1,250 3
AMTM funds › AMENTUM HLDGS INC CLASS EQUITY TRIM 0.0% -0.0% 0.0 610 -393 5
MCHP funds › MICROCHIP TECHNOLOGY INC HOLD 0.0% +0.0% 0.0 125 +0 5
SGDJ funds › SPROTT HOLD 0.0% -0.0% 0.0 150 +0 2
KMB funds › KIMBERLY CLARK CORP HOLD 0.0% +0.0% 0.0 100 +0 5
EFV funds › iShares HOLD 0.0% +0.0% 0.0 139 +0 3
HD funds › HOME DEPOT INC HOLD 0.0% +0.0% 0.0 30 +0 5
GSK funds › GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS HOLD 0.0% +0.0% 0.0 200 +0 5
PSLV funds › SPROTT PHYSICAL SILVER E TRIM 0.0% -0.1% 0.0 486 -6,427 3
NICE funds › NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD 0.0% -0.0% 0.0 100 +0 5
QUAL funds › iShares HOLD 0.0% +0.0% 0.0 41 +0 3
V funds › VISA INC CLASS A HOLD 0.0% +0.0% 0.0 25 +0 5
RAL funds › Ralliant Corp HOLD 0.0% +0.0% 0.0 116 +0 5
MIND funds › MIND TECHNOLOGY INC HOLD 0.0% -0.0% 0.0 1,750 +0 3
PHYS funds › SPROTT PHYSICAL GOLD ETV TRIM 0.0% -0.2% 0.0 270 -8,775 3
NEWP funds › NEW PAC METALS CORP F TRIM 0.0% -0.0% 0.0 2,000 -2,000 4
GM funds › GENERAL MTRS CO NEW 0.0% +0.0% 0.0 102 +102 1
AYA funds › Aya Gold & Silver Inc NEW 0.0% +0.0% 0.0 375 +375 1
PPC funds › PILGRIMS PRIDE CORP NEW TRIM 0.0% -0.0% 0.0 250 -250 5
SA funds › SEABRIDGE GOLD INC F NEW 0.0% +0.0% 0.0 266 +266 1
IJR funds › iShares HOLD 0.0% +0.0% 0.0 45 +0 3
ASM funds › AVINO SILVER & GOLD MI F TRIM 0.0% -0.0% 0.0 1,000 -1,100 4
IJH funds › iShares HOLD 0.0% +0.0% 0.0 80 +0 3
VOXR funds › VOX RTY CORP CDA F TRIM 0.0% -0.0% 0.0 1,200 -1,400 4
ELE funds › ELEMENTAL RTY CORP F TRIM 0.0% -0.0% 0.0 325 -624 3
VFC funds › V F CORP HOLD 0.0% +0.0% 0.0 325 +0 5
PZG funds › PARAMOUNT GOLD NEV CORP TRIM 0.0% -0.0% 0.0 4,500 -4,400 4
NOC funds › NORTHROP GRUMMAN CORP HOLD 0.0% -0.0% 0.0 10 +0 5
GEOS funds › GEOSPACE TECHNOLOGIES CO HOLD 0.0% -0.0% 0.0 750 +0 3
ITRG funds › INTEGRA RES CORP F TRIM 0.0% -0.0% 0.0 1,750 -1,700 4
OXY funds › OCCIDENTAL PETE CORP NEW 0.0% +0.0% 0.0 80 +80 1
ADM funds › ARCHER-DANIELS MIDLAND C HOLD 0.0% +0.0% 0.0 50 +0 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.0% +0.0% 0.0 10 +0 5
SWKS funds › SKYWORKS SOLUTIONS INC HOLD 0.0% +0.0% 0.0 50 +0 5
LAMR funds › LAMAR ADVERTISING CO NEW HOLD 0.0% +0.0% 0.0 20 +0 5
KDP funds › KEURIG DR PEPPER INC HOLD 0.0% +0.0% 0.0 70 +0 5
SON funds › SONOCO PRODS CO HOLD 0.0% +0.0% 0.0 40 +0 5
JOBY funds › JOBY AVIATION INC FCLASS A HOLD 0.0% +0.0% 0.0 251 +0 5
COP funds › CONOCOPHILLIPS HOLD 0.0% -0.0% 0.0 20 +0 5
Q funds › QNITY ELECTRONICS INC HOLD 0.0% +0.0% 0.0 12 +0 3
IEFA funds › iShares HOLD 0.0% +0.0% 0.0 16 +0 3
MAT funds › MATTEL INC HOLD 0.0% +0.0% 0.0 100 +0 5
LUMN funds › LUMEN TECHNOLOGIES INC HOLD 0.0% +0.0% 0.0 175 +0 5
FELV funds › Fidelity HOLD 0.0% +0.0% 0.0 33 +0 3
GEHC funds › GE HEALTHCARE TECHNOLOGI NEW 0.0% +0.0% 0.0 20 +20 1
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.0 8 +8 1
EMBC funds › EMBECTA CORP TRIM 0.0% -0.1% 0.0 183 -20,150 5
VSNT funds › VERSANT MEDIA GROUP INC NEW 0.0% +0.0% 0.0 7 +7 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -1,230 0
IMOS funds › CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS EXIT 0.0% -0.6% 0.0 0 -21,770 0
CLM funds › Cornerstone Strategic Investment Fund, Inc. EXIT 0.0% -0.0% 0.0 0 -67 0
CUSIP:128246105 funds › CALAVO GROWERS INC EXIT 0.0% -0.9% 0.0 0 -48,570 0
QQQ funds › Invesco QQQ Trust Series 1 EXIT 0.0% -0.0% 0.0 0 -49 0
XLI funds › State Street Global Advisors SPDR Trust EXIT 0.0% -0.0% 0.0 0 -192 0
MICC funds › THE MAGNUM ICE CREAM C F EXIT 0.0% -0.0% 0.0 0 -837 0
WAT funds › WATERS CORP EXIT 0.0% -0.1% 0.0 0 -542 0
CUSIP:811916105 funds › SEABRIDGE GOLD INC F EXIT 0.0% -0.0% 0.0 0 -266 0
DOV funds › DOVER CORP EXIT 0.0% -0.0% 0.0 0 -100 0
GLD funds › State Street Global Advisors SPDR Trust EXIT 0.0% -0.0% 0.0 0 -72 0
PSEC funds › PROSPECT CAP CORP EXIT 0.0% -0.0% 0.0 0 -30 0
BRKR funds › BRUKER CORP EXIT 0.0% -0.0% 0.0 0 -350 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -25 0
CRF funds › Cornerstone Total Return Fund, Inc. EXIT 0.0% -0.0% 0.0 0 -70 0
EEM funds › iShares EXIT 0.0% -0.0% 0.0 0 -594 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 125 317 0.11 23% 0.012 0.101 in
2026Q1 136 308 0.10 26% 0.013 0.136 in
2025Q4 124 309 0.20 26% 0.013 0.047 in
2025Q3 113 286 0.14 28% 0.014 0.081 in
2025Q2 97 288 0.10 25% 0.013 0.105 entered
2025Q1 89 344 0.00 25% 0.013 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