Fund Universe

THOR TRADING ADVISORS, LLC

CIK 0002057073 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.141
AUM ($M)
319
Positions
39
Turnover
0.44
Top-10 wt
85%
Herfindahl
0.152
History (qtrs)
6
Excess Return
-20.8%

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Quarter
Activity this period
Security type

Holdings · 41 positions · portfolio value $319M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
QQQ funds › INVESCO QQQ TRUS ADD ETP 22.2% +21.8% 70.8 96,096 +94,286 4
DIA funds › SS SPDR DJIA ETF TRIM ETP 22.0% -16.5% 70.3 134,499 -66,264 4
SPY funds › SS S&P 500 ET-US TRIM ETP 21.9% -15.9% 69.8 93,471 -46,878 4
XLK funds › SS TECH SEL SECT ADD ETP 3.1% +3.0% 9.9 51,942 +50,150 4
XLI funds › SS INDUSTRIAL TRIM ETP 2.7% -0.4% 8.7 46,889 -34 4
XLF funds › SS FINANCIAL SEL NEW ETP 2.6% +2.6% 8.2 153,709 +153,709 1 +40.6% re-entry
XLU funds › SS UTILITIES SEL ADD ETP 2.5% -0.4% 8.1 178,831 +21,383 4
XLRE funds › SS REAL ESTATE NEW ETP 2.5% +2.5% 8.1 183,644 +183,644 1 -4.8% re-entry
XLY funds › SS CONSUMER DISC ADD ETP 2.5% -0.3% 7.9 67,568 +4,932 4
XLB funds › SS MATERIALS ETF TRIM ETP 2.5% -0.9% 7.9 155,268 -8,626 4
IGLD funds › FT VEST GOLD STR NEW ETP 1.9% +1.9% 6.2 294,537 +294,537 1 -41.1%
BLOK funds › AMPL-TRNS DATA NEW ETP 1.3% +1.3% 4.2 66,334 +66,334 1 -28.0%
TQQQ funds › PROSHARES UL QQQ NEW ETP 1.3% +1.3% 4.1 51,087 +51,087 1 -8.6%
YCS funds › PROSHARES ULTRASHORT YEN NEW ETP 1.2% +1.2% 3.8 67,392 +67,392 1 -14.7%
PDBC funds › INVESCO OPTIMUM YIELD DIV NEW ETP 0.9% +0.9% 3.0 188,021 +188,021 1 -41.0%
XLE funds › SS ENERGY SELECT TRIM ETP 0.9% -3.1% 2.7 51,086 -103,128 4
BIL funds › SPDR BLOOMBERG 1 ADD ETP 0.8% -0.2% 2.5 27,280 +1,633 3 -20.8%
NVDA funds › NVIDIA CORP NEW Common Stock 0.5% +0.5% 1.7 8,665 +8,665 1 -18.3%
PFIX funds › SIMPL-INT RT HDG NEW ETP 0.5% +0.5% 1.7 38,094 +38,094 1 -18.1%
AVGO funds › BROADCOM INC NEW Common Stock 0.5% +0.5% 1.6 4,330 +4,330 1 -48.4%
MAGS funds › ROUNDHILL MAGNIF NEW ETP 0.5% +0.5% 1.6 25,004 +25,004 1 -31.2%
IEI funds › ISHARES 3-7 YEAR NEW ETP 0.5% +0.5% 1.5 13,050 +13,050 1 -21.5%
SMH funds › V/E SEMICONDUCT NEW ETP 0.4% +0.4% 1.4 2,167 +2,167 1 +11.4%
USDU funds › WISDOMTREE BBG USD BULLIS NEW ETP 0.4% +0.4% 1.3 50,028 +50,028 1 -20.4%
POCT funds › INNOVATOR U.S. E NEW ETP 0.4% +0.4% 1.3 28,283 +28,283 1 -10.2%
UGL funds › PRO ULTRA GOLD NEW ETP 0.4% +0.4% 1.2 28,396 +28,396 1 -61.1%
WMT funds › WALMART INC NEW Common Stock 0.4% +0.4% 1.2 10,890 +10,890 1 -69.6%
COST funds › COSTCO WHOLESALE NEW Common Stock 0.3% +0.3% 1.0 1,076 +1,076 1 -61.4%
AAPL funds › APPLE INC NEW Common Stock 0.3% +0.3% 0.9 3,253 +3,253 1 -12.1%
SO funds › SOUTHERN CO NEW Common Stock 0.3% +0.3% 0.8 8,707 +8,707 1 -28.2%
AMZN funds › AMAZON.COM INC NEW Common Stock 0.2% +0.2% 0.8 3,249 +3,249 1 -27.7%
GOOG funds › ALPHABET INC-C NEW Common Stock 0.2% +0.2% 0.8 2,170 +2,170 1 -67.0%
DXJ funds › WISDOMTREE JPN H NEW ETP 0.2% +0.2% 0.8 4,341 +4,341 1 +12.9%
XAR funds › SPDR S&P AEROSPA NEW ETP 0.2% +0.2% 0.6 2,158 +2,158 1 +40.4%
CUSIP:30231G102 funds › EXXON MOBIL CORP NEW 0.2% +0.2% 0.6 4,346 +4,346 1
TJX funds › TJX COS INC NEW Common Stock 0.2% +0.2% 0.5 3,248 +3,248 1 -17.6%
MSFT funds › MICROSOFT CORP NEW Common Stock 0.1% +0.1% 0.4 1,072 +1,072 1 +69.1%
NEE funds › NEXTERA ENERGY NEW Common Stock 0.1% +0.1% 0.4 4,337 +4,337 1 -34.2%
PLTR funds › PALANTIR TECHN-A NEW Common Stock 0.1% +0.1% 0.3 2,176 +2,176 1 +161.5%
XLP funds › SS CONSUMER STPL EXIT ETP 0.0% -3.1% 0.0 0 -90,618 0
XLV funds › SS HEALTH CARE EXIT ETP 0.0% -2.8% 0.0 0 -45,987 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 319 39 0.44 85% 0.152 0.142 in
2026Q1 241 12 0.03 99% 0.299 0.892 in
2025Q4 241 13 0.34 99% 0.319 0.337 in
2025Q3 197 13 0.23 93% 0.196 0.481 entered
2025Q2 80 13 1.00 87% 0.115 0.000 out
2025Q1 125 2 0.00 100% 0.608 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