Fund Universe

MASTERINVEST Kapitalanlage GmbH

CIK 0002075029 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.420
AUM ($M)
1,164
Positions
300
Turnover
0.11
Top-10 wt
32%
Herfindahl
0.016
History (qtrs)
5
Excess Return

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Holdings · 314 positions · portfolio value $1,164M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION TRIM 6.1% -0.4% 70.9 354,508 -2,264 4
AAPL funds › APPLE INC TRIM 4.1% -0.3% 48.3 166,969 -1,648 4
MSFT funds › MICROSOFT CORP TRIM 3.7% -0.8% 43.1 115,473 -231 4
AVGO funds › BROADCOM INC ADD 3.2% +0.0% 37.6 99,435 +204 4
AMZN funds › AMAZON COM INC ADD 3.2% +0.3% 37.0 155,345 +20,481 4
GOOGL funds › ALPHABET INC TRIM 2.9% +0.1% 33.7 94,312 -432 4
LLY funds › ELI LILLY & CO ADD 2.6% +0.2% 29.7 24,755 +513 4
MU funds › MICRON TECHNOLOGY INC ADD 2.5% +1.7% 29.6 25,637 +532 4
JPM funds › JPMORGAN CHASE & CO. ADD 2.2% +0.1% 26.0 79,362 +11,037 4
META funds › META PLATFORMS INC TRIM 1.8% -0.6% 20.6 36,633 -2,739 4
GOOG funds › ALPHABET INC ADD 1.8% +0.1% 20.4 57,733 +691 4
CSCO funds › CISCO SYS INC ADD 1.7% +0.4% 20.3 172,907 +6,479 4
ABBV funds › ABBVIE INC ADD 1.6% -0.0% 19.1 76,014 +2,133 4
LRCX funds › LAM RESEARCH CORP TRIM 1.6% +0.6% 18.1 41,698 -1,333 4
TSLA funds › TESLA INC ADD 1.4% +0.0% 16.0 38,095 +2,656 4
V funds › VISA INC ADD 1.3% +0.0% 15.0 43,768 +3,319 4
AMD funds › ADVANCED MICRO DEVICES INC ADD 1.2% +0.8% 14.5 24,989 +2,440 4
PG funds › PROCTER AND GAMBLE CO TRIM 1.2% -0.3% 14.1 96,188 -1,432 4
AMAT funds › APPLIED MATLS INC ADD 1.1% +0.6% 12.4 17,151 +3,538 4
MA funds › MASTERCARD INCORPORATED ADD 1.0% -0.0% 12.2 23,720 +3,075 4
PEP funds › PEPSICO INC ADD 0.9% -0.4% 10.8 79,829 +587 4
INTC funds › INTEL CORP ADD 0.9% +0.7% 10.2 72,964 +27,008 4
KO funds › COCA COLA CO TRIM 0.8% -0.4% 9.6 118,512 -38,969 4
LIN funds › LINDE PLC ADD 0.8% -0.0% 9.6 18,550 +2,469 4
UNP funds › UNION PAC CORP ADD 0.8% -0.0% 9.5 34,937 +1,047 4
NFLX funds › NETFLIX INC ADD 0.8% -0.2% 9.3 130,779 +26,598 4
TJX funds › TJX COS INC NEW ADD 0.8% -0.2% 9.1 60,201 +3,914 4
KLAC funds › KLA CORP ADD 0.7% +0.3% 8.5 28,159 +25,469 4
HD funds › HOME DEPOT INC ADD 0.7% -0.0% 8.4 23,758 +1,327 4
WM funds › WASTE MGMT INC DEL ADD 0.7% +0.0% 8.0 35,786 +7,475 4
JNJ funds › JOHNSON & JOHNSON TRIM 0.7% -0.2% 7.7 30,423 -3,206 4
CME funds › CME GROUP INC ADD 0.6% -0.3% 7.5 33,967 +2,257 4
PANW funds › PALO ALTO NETWORKS INC ADD 0.6% +0.3% 7.4 21,815 +4,057 4
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.6% -0.0% 7.1 6,987 -303 4
ORCL funds › ORACLE CORP ADD 0.6% +0.0% 7.1 48,132 +11,337 4
CB funds › CHUBB LIMITED TRIM 0.6% -0.1% 6.9 20,374 -15 4
WMT funds › WALMART INC ADD 0.6% -0.2% 6.9 61,208 +1,079 4
ANET funds › ARISTA NETWORKS INC ADD 0.6% +0.2% 6.7 39,624 +6,679 4
PGR funds › PROGRESSIVE CORP ADD 0.6% -0.0% 6.5 29,916 +1,477 4
ABT funds › ABBOTT LABS ADD 0.6% -0.2% 6.5 71,977 +5,015 4
FAST funds › FASTENAL CO HOLD 0.6% -0.1% 6.4 133,958 +0 4
UBER funds › UBER TECHNOLOGIES INC TRIM 0.5% -0.1% 6.3 87,739 -178 4
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.5% +0.0% 6.2 22,111 +975 4
GLW funds › CORNING INC ADD 0.5% +0.2% 6.2 24,136 +3,137 4
DE funds › DEERE & CO ADD 0.5% +0.1% 6.1 9,655 +2,528 4
C funds › CITIGROUP INC ADD 0.5% +0.0% 6.0 42,593 +909 4
MCD funds › MCDONALDS CORP TRIM 0.5% -0.2% 5.9 21,817 -1,181 4
UNH funds › UNITEDHEALTH GROUP INC ADD 0.5% +0.2% 5.8 13,927 +2,527 4
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.5% -0.0% 5.8 25,679 +785 4
TT funds › TRANE TECHNOLOGIES PLC ADD 0.5% +0.1% 5.7 11,690 +1,701 4
AXP funds › AMERICAN EXPRESS CO ADD 0.5% +0.0% 5.4 15,894 +1,569 4
BAC funds › BANK AMERICA CORP TRIM 0.5% -0.1% 5.3 92,213 -8,444 4
ETN funds › EATON CORP PLC TRIM 0.5% -0.0% 5.2 12,301 -469 4
CAT funds › CATERPILLAR INC TRIM 0.4% +0.1% 5.1 4,772 -476 4
DIS funds › DISNEY WALT CO ADD 0.4% -0.0% 5.1 52,686 +7,679 4
JCI funds › JOHNSON CTLS INTL PLC TRIM 0.4% -0.1% 5.0 34,240 -1,905 4
ISRG funds › INTUITIVE SURGICAL INC ADD 0.4% -0.1% 5.0 12,508 +1,458 4
RCL funds › ROYAL CARIBBEAN GROUP ADD 0.4% +0.0% 4.9 15,535 +1,518 4
MRK funds › MERCK & CO INC TRIM 0.4% -0.1% 4.9 38,103 -6,144 4
COST funds › COSTCO WHSL CORP NEW TRIM 0.4% -0.1% 4.9 5,212 -248 4
PLD funds › PROLOGIS INC. TRIM 0.4% -0.2% 4.8 35,718 -9,300 4
CRM funds › SALESFORCE INC TRIM 0.4% -0.3% 4.8 30,866 -3,464 4
MS funds › MORGAN STANLEY ADD 0.4% +0.1% 4.8 22,833 +4,438 4
DELL funds › DELL TECHNOLOGIES INC ADD 0.4% +0.3% 4.7 10,971 +2,658 4
GE funds › GE AEROSPACE ADD 0.4% +0.0% 4.6 12,308 +196 4
QCOM funds › QUALCOMM INC ADD 0.4% +0.1% 4.5 24,176 +2,331 4
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.4% -0.1% 4.5 105,194 +7,182 4
AMGN funds › AMGEN INC ADD 0.4% +0.0% 4.3 11,907 +2,013 4
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.4% -0.0% 4.2 8,519 +226 4
TXN funds › TEXAS INSTRS INC ADD 0.4% +0.1% 4.2 14,137 +1,966 4
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.4% -0.2% 4.2 30,627 -1,432 4
SPOT funds › SPOTIFY TECHNOLOGY S A ADD 0.4% +0.2% 4.1 9,001 +5,252 4
WELL funds › WELLTOWER INC ADD 0.3% +0.0% 3.9 17,176 +1,881 4
LOW funds › LOWES COS INC ADD 0.3% -0.0% 3.9 17,656 +3,704 4
ECL funds › ECOLAB INC TRIM 0.3% -0.1% 3.8 13,602 -2,860 4
RMD funds › RESMED INC ADD 0.3% -0.0% 3.8 19,371 +4,249 4
CMI funds › CUMMINS INC ADD 0.3% +0.1% 3.7 5,253 +1,241 4
PWR funds › QUANTA SVCS INC TRIM 0.3% -0.0% 3.7 5,080 -966 4
CVX funds › CHEVRON CORP NEW TRIM 0.3% -0.2% 3.6 21,925 -255 4
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.3% -0.1% 3.5 6,993 -3 4
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.3% +0.1% 3.5 38,750 +18,119 4
MELI funds › MERCADOLIBRE INC ADD 0.3% -0.0% 3.4 2,029 +182 4
JBL funds › JABIL INC HOLD 0.3% +0.0% 3.4 8,813 +0 4
EA funds › ELECTRONIC ARTS INC ADD 0.3% +0.0% 3.4 16,463 +3,039 4
SLB funds › SCHLUMBERGER LTD ADD 0.3% -0.1% 3.3 71,874 +2,292 4
GILD funds › GILEAD SCIENCES INC TRIM 0.3% -0.1% 3.2 25,094 -260 4
AZO funds › AUTOZONE INC ADD 0.3% +0.0% 3.2 992 +221 4
CBRE funds › CBRE GROUP INC ADD 0.3% +0.0% 3.1 23,298 +4,759 4
GWW funds › GRAINGER W W INC ADD 0.3% +0.1% 3.1 2,306 +386 4
SPGI funds › S&P GLOBAL INC ADD 0.3% -0.0% 3.1 7,659 +1,201 4
GIS funds › GENERAL MLS INC ADD 0.3% +0.1% 3.1 87,684 +48,662 4
CL funds › COLGATE PALMOLIVE CO ADD 0.3% +0.0% 3.0 33,203 +9,042 4
SCHW funds › SCHWAB CHARLES CORP ADD 0.3% -0.0% 3.0 32,732 +5,934 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% -0.0% 3.0 6,024 +520 4
BKNG funds › BOOKING HOLDINGS INC ADD 0.3% -0.1% 3.0 16,845 +16,108 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.3% -0.0% 3.0 4 +0 4
NEM funds › NEWMONT CORP ADD 0.3% -0.0% 2.9 31,551 +6,636 4
NOW funds › SERVICENOW INC ADD 0.3% -0.0% 2.9 29,576 +2,728 4
F funds › FORD MTR CO HOLD 0.2% -0.0% 2.9 208,581 +0 4
MDLZ funds › MONDELEZ INTL INC ADD 0.2% -0.0% 2.9 50,001 +5,353 4
SYK funds › STRYKER CORPORATION ADD 0.2% -0.0% 2.9 9,147 +1,860 4
CNC funds › CENTENE CORP DEL TRIM 0.2% +0.1% 2.9 44,692 -2,828 4
FTNT funds › FORTINET INC ADD 0.2% +0.1% 2.8 18,505 +3,563 4
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.2% -0.0% 2.8 66,131 +25,896 4
APP funds › APPLOVIN CORP ADD 0.2% +0.0% 2.8 5,346 +776 4
NET funds › CLOUDFLARE INC ADD 0.2% +0.0% 2.7 11,190 +604 4
DHR funds › DANAHER CORPORATION ADD 0.2% +0.0% 2.7 14,233 +3,282 4
IRM funds › IRON MTN INC DEL HOLD 0.2% +0.0% 2.7 21,228 +0 4
JBHT funds › HUNT J B TRANS SVCS INC TRIM 0.2% +0.0% 2.7 9,233 -140 3
SBUX funds › STARBUCKS CORP ADD 0.2% +0.1% 2.7 26,139 +14,633 4
A funds › AGILENT TECHNOLOGIES INC ADD 0.2% +0.0% 2.7 20,086 +2,424 4
HPE funds › HEWLETT PACKARD ENTERPRISE C ADD 0.2% +0.1% 2.7 58,945 +617 4
APH funds › AMPHENOL CORP NEW ADD 0.2% +0.1% 2.7 15,048 +3,462 4
GEV funds › GE VERNOVA INC TRIM 0.2% +0.0% 2.6 2,173 -27 4
ITW funds › ILLINOIS TOOL WKS INC ADD 0.2% -0.0% 2.4 9,043 +1,125 4
MCK funds › MCKESSON CORP ADD 0.2% +0.1% 2.4 3,236 +1,686 4
KMB funds › KIMBERLY-CLARK CORP ADD 0.2% +0.0% 2.4 21,963 +5,837 4
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.2% +0.1% 2.4 6,366 +1,354 4
EQIX funds › EQUINIX INC ADD 0.2% -0.0% 2.4 2,286 +26 4
ADBE funds › ADOBE INC ADD 0.2% -0.0% 2.4 11,618 +2,888 4
PM funds › PHILIP MORRIS INTL INC ADD 0.2% -0.0% 2.3 12,965 +478 4
EBAY funds › EBAY INC. ADD 0.2% +0.0% 2.3 20,853 +1,593 4
MMM funds › 3M CO HOLD 0.2% -0.0% 2.3 14,355 +0 4
CMCSA funds › COMCAST CORP NEW ADD 0.2% -0.0% 2.3 94,594 +26,418 4
T funds › AT&T INC ADD 0.2% -0.1% 2.3 111,758 +11,083 4
VRT funds › VERTIV HOLDINGS CO TRIM 0.2% +0.0% 2.3 6,903 -433 4
NYT funds › NEW YORK TIMES CO HOLD 0.2% -0.1% 2.3 32,700 +0 4
NKE funds › NIKE INC ADD 0.2% -0.0% 2.3 55,601 +13,701 4
CI funds › THE CIGNA GROUP ADD 0.2% -0.0% 2.2 8,109 +1,060 4
MDT funds › MEDTRONIC PLC ADD 0.2% -0.0% 2.2 28,322 +7,036 4
URI funds › UNITED RENTALS INC ADD 0.2% +0.1% 2.1 1,870 +1,317 4
PRU funds › PRUDENTIAL FINL INC ADD 0.2% +0.0% 2.1 19,435 +2,906 4
SHW funds › SHERWIN WILLIAMS CO TRIM 0.2% -0.0% 2.1 6,043 -645 4
HWM funds › HOWMET AEROSPACE INC TRIM 0.2% -0.0% 2.0 7,576 -536 4
KHC funds › KRAFT HEINZ CO ADD 0.2% +0.0% 2.0 84,321 +17,000 4
NEE funds › NEXTERA ENERGY INC ADD 0.2% -0.0% 2.0 22,631 +2,263 4
ROST funds › ROSS STORES INC HOLD 0.2% -0.0% 2.0 9,220 +0 4
INTU funds › INTUIT ADD 0.2% -0.1% 1.9 7,462 +1,798 4
SNPS funds › SYNOPSYS INC ADD 0.2% +0.0% 1.9 4,320 +657 4
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 0.2% +0.0% 1.9 7,432 +1,200 4
COHR funds › COHERENT CORP ADD 0.2% +0.0% 1.8 4,637 +201 2
MCO funds › MOODYS CORP ADD 0.2% +0.0% 1.8 3,882 +1,289 4
REGN funds › REGENERON PHARMACEUTICALS ADD 0.1% -0.1% 1.7 2,772 +35 4
MSI funds › MOTOROLA SOLUTIONS INC HOLD 0.1% -0.0% 1.7 4,141 +0 4
CTAS funds › CINTAS CORP ADD 0.1% +0.0% 1.7 10,068 +3,338 4
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.1% -0.1% 1.7 13,860 +248 4
PLTR funds › PALANTIR TECHNOLOGIES INC HOLD 0.1% -0.1% 1.7 14,620 +0 4
CVS funds › CVS HEALTH CORP HOLD 0.1% +0.0% 1.7 16,211 +0 4
WDC funds › WESTERN DIGITAL CORP ADD 0.1% +0.1% 1.7 2,594 +849 4
MKL funds › MARKEL GROUP INC HOLD 0.1% -0.0% 1.6 844 +0 4
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.1% +0.0% 1.6 3,303 +0 4
BDX funds › BECTON DICKINSON & CO ADD 0.1% +0.0% 1.6 10,272 +3,834 4
MDB funds › MONGODB INC ADD 0.1% +0.0% 1.5 4,506 +23 4
CARR funds › CARRIER GLOBAL CORPORATION ADD 0.1% +0.0% 1.5 20,257 +8 4
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.1% -0.1% 1.5 83,245 -47,639 4
MAR funds › MARRIOTT INTL INC NEW TRIM 0.1% -0.0% 1.4 3,836 -23 4
NTAP funds › NETAPP INC ADD 0.1% +0.0% 1.4 9,184 +800 4
APD funds › AIR PRODS & CHEMS INC ADD 0.1% +0.0% 1.4 4,808 +1,028 4
TMUS funds › T-MOBILE US INC TRIM 0.1% -0.1% 1.4 8,287 -2,850 4
BKR funds › BAKER HUGHES COMPANY HOLD 0.1% -0.0% 1.4 24,708 +0 4
PFE funds › PFIZER INC TRIM 0.1% -0.0% 1.4 56,941 -461 4
OKE funds › ONEOK INC NEW ADD 0.1% +0.0% 1.4 15,590 +5,000 2
SCI funds › SERVICE CORP INTL ADD 0.1% +0.1% 1.3 16,928 +10,747 2
BNY funds › BANK NEW YORK MELLON CORP HOLD 0.1% +0.0% 1.3 8,694 +0 4
BLK funds › BLACKROCK INC HOLD 0.1% -0.0% 1.2 1,272 +0 4
CCL funds › CARNIVAL CORP LTD NEW 0.1% +0.1% 1.2 42,366 +42,366 1
AMRZ funds › AMRIZE LTD TRIM 0.1% -0.1% 1.2 22,691 -20,907 4
PH funds › PARKER-HANNIFIN CORP HOLD 0.1% -0.0% 1.2 1,225 +0 4
EXC funds › EXELON CORP HOLD 0.1% -0.0% 1.2 25,178 +0 4
COF funds › CAPITAL ONE FINL CORP TRIM 0.1% -0.0% 1.2 5,781 -1,574 4
TPR funds › TAPESTRY INC HOLD 0.1% -0.0% 1.1 7,849 +0 4
HLT funds › HILTON WORLDWIDE HLDGS INC HOLD 0.1% -0.0% 1.1 3,433 +0 4
SRE funds › SEMPRA ADD 0.1% -0.0% 1.1 12,131 +460 4
FLS funds › FLOWSERVE CORP HOLD 0.1% -0.0% 1.1 14,954 +0 3
BE funds › BLOOM ENERGY CORP HOLD 0.1% +0.0% 1.1 3,625 +0 2
LITE funds › LUMENTUM HLDGS INC ADD 0.1% +0.1% 1.1 1,275 +700 2
PYPL funds › PAYPAL HLDGS INC ADD 0.1% +0.0% 1.1 25,293 +15,251 4
ES funds › EVERSOURCE ENERGY HOLD 0.1% -0.0% 1.1 15,079 +0 4
MNST funds › MONSTER BEVERAGE CORP NEW TRIM 0.1% +0.0% 1.1 11,248 -115 4
SW funds › SMURFIT WESTROCK PLC TRIM 0.1% -0.0% 1.1 23,187 -4,221 2
ADI funds › ANALOG DEVICES INC TRIM 0.1% -0.0% 1.1 2,688 -106 4
FTAI funds › FTAI AVIATION LTD TRIM 0.1% -0.0% 1.1 3,925 -8 2
ENSG funds › ENSIGN GROUP INC HOLD 0.1% -0.0% 1.1 6,600 +0 4
ELV funds › ELEVANCE HEALTH INC TRIM 0.1% -0.0% 1.0 2,686 -459 4
VEEV funds › VEEVA SYS INC HOLD 0.1% -0.0% 1.0 5,839 +0 4
ADM funds › ARCHER DANIELS MIDLAND CO HOLD 0.1% -0.0% 1.0 13,559 +0 4
MRVL funds › MARVELL TECHNOLOGY INC HOLD 0.1% +0.1% 1.0 3,476 +0 4
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.1% 1.0 9,568 -385 4
TDG funds › TRANSDIGM GROUP INC TRIM 0.1% -0.0% 1.0 745 -33 4
HIG funds › HARTFORD FINL SVCS GROUP INC HOLD 0.1% -0.0% 1.0 7,244 +0 4
WFC funds › WELLS FARGO CO NEW TRIM 0.1% -0.1% 1.0 11,589 -11,522 4
AWK funds › AMERICAN WTR WKS CO INC NEW HOLD 0.1% -0.0% 0.9 6,916 +0 4
NTRS funds › NORTHERN TR CORP HOLD 0.1% +0.0% 0.9 5,002 +0 4
PNC funds › PNC FINL SVCS GROUP INC HOLD 0.1% -0.0% 0.9 3,509 +0 4
FDX funds › FEDEX CORP HOLD 0.1% -0.0% 0.9 2,729 +0 4
SYF funds › SYNCHRONY FINANCIAL HOLD 0.1% -0.0% 0.8 10,813 +0 4
EMR funds › EMERSON ELEC CO TRIM 0.1% -0.0% 0.8 5,592 -1,804 4
OTIS funds › OTIS WORLDWIDE CORP HOLD 0.1% -0.0% 0.8 10,918 +0 4
HUBB funds › HUBBELL INC NEW 0.1% +0.1% 0.8 1,451 +1,451 1
HCA funds › HCA HEALTHCARE INC HOLD 0.1% -0.0% 0.7 1,877 +0 4
CRWD funds › CROWDSTRIKE HLDGS INC HOLD 0.1% +0.0% 0.7 941 +0 4
RTX funds › RTX CORPORATION TRIM 0.1% -0.0% 0.7 3,722 -162 4
ACN funds › ACCENTURE PLC IRELAND TRIM 0.1% -0.1% 0.7 5,557 -709 4
ADSK funds › AUTODESK INC HOLD 0.1% -0.0% 0.7 3,398 +0 4
CLX funds › CLOROX CO DEL HOLD 0.1% -0.0% 0.7 6,902 +0 4
UAL funds › UNITED AIRLS HLDGS INC HOLD 0.1% +0.0% 0.7 4,832 +0 4
CCI funds › CROWN CASTLE INC HOLD 0.1% -0.0% 0.6 8,535 +0 4
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.1% -0.0% 0.6 1,236 -173 2
MTD funds › METTLER TOLEDO INTERNATIONAL ADD 0.1% +0.0% 0.6 474 +109 2
HAL funds › HALLIBURTON CO HOLD 0.1% -0.0% 0.6 17,672 +0 4
SNOW funds › SNOWFLAKE INC HOLD 0.1% +0.0% 0.6 2,347 +0 4
HOOD funds › ROBINHOOD MKTS INC ADD 0.0% +0.0% 0.6 5,746 +2,859 4
KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD 0.0% +0.0% 0.6 1,617 +108 2
CPAY funds › CORPAY INC NEW 0.0% +0.0% 0.5 1,622 +1,622 1
DD funds › DUPONT DE NEMOURS INC NEW 0.0% +0.0% 0.5 3,945 +3,945 1
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.0% -0.0% 0.5 9,194 +97 4
YUM funds › YUM BRANDS INC ADD 0.0% -0.0% 0.5 3,117 +218 2
CTVA funds › CORTEVA INC ADD 0.0% -0.0% 0.5 5,856 +236 2
INSM funds › INSMED INC HOLD 0.0% -0.0% 0.5 4,640 +0 2
KKR funds › KKR & CO INC ADD 0.0% -0.0% 0.5 5,302 +374 4
ZTS funds › ZOETIS INC TRIM 0.0% -0.1% 0.5 6,690 -900 4
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.0% -0.0% 0.5 2,064 -664 4
MO funds › ALTRIA GROUP INC HOLD 0.0% -0.0% 0.5 6,428 +0 4
LH funds › LABCORP HOLDINGS INC NEW 0.0% +0.0% 0.5 1,630 +1,630 1
AME funds › AMETEK INC HOLD 0.0% -0.0% 0.4 1,857 +0 2
BBY funds › BEST BUY INC HOLD 0.0% -0.0% 0.4 5,884 +0 4
FCX funds › FREEPORT-MCMORAN INC ADD 0.0% -0.0% 0.4 7,030 +175 3
IR funds › INGERSOLL RAND INC TRIM 0.0% -0.0% 0.4 5,211 -936 4
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.4 2,513 -273 2
RBLX funds › ROBLOX CORP ADD 0.0% -0.0% 0.4 7,749 +584 2
EOG funds › EOG RES INC HOLD 0.0% -0.0% 0.4 3,196 +0 4
LYV funds › LIVE NATION ENTERTAINMENT IN HOLD 0.0% -0.0% 0.4 2,178 +0 2
COR funds › CENCORA INC TRIM 0.0% -0.1% 0.4 1,397 -3,542 4
ALNY funds › ALNYLAM PHARMACEUTICALS INC ADD 0.0% -0.0% 0.4 1,251 +72 2
VLO funds › VALERO ENERGY CORP HOLD 0.0% -0.0% 0.4 1,442 +0 4
BG funds › BUNGE GLOBAL SA ADD 0.0% -0.0% 0.4 3,505 +442 2
HEI funds › HEICO CORP NEW TRIM 0.0% -0.0% 0.4 1,032 -216 2
USB funds › US BANCORP DEL HOLD 0.0% -0.0% 0.4 5,939 +0 4
CSX funds › CSX CORP HOLD 0.0% -0.0% 0.4 7,373 +0 4
DASH funds › DOORDASH INC ADD 0.0% +0.0% 0.3 1,868 +348 4
BA funds › BOEING CO ADD 0.0% +0.0% 0.3 1,545 +302 2
BX funds › BLACKSTONE INC HOLD 0.0% -0.0% 0.3 2,781 +0 4
DDOG funds › DATADOG INC NEW 0.0% +0.0% 0.3 1,195 +1,195 1
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.0% -0.0% 0.3 1,835 -759 4
STZ funds › CONSTELLATION BRANDS INC ADD 0.0% -0.0% 0.3 2,181 +193 2
UPS funds › UNITED PARCEL SERVICE INC HOLD 0.0% -0.0% 0.3 2,796 +0 4
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.3 621 +621 1
TRV funds › TRAVELERS COMPANIES INC HOLD 0.0% -0.0% 0.3 906 +0 4
ORLY funds › OREILLY AUTOMOTIVE INC HOLD 0.0% -0.0% 0.3 3,194 +0 4
GM funds › GENERAL MTRS CO HOLD 0.0% -0.0% 0.3 3,810 +0 4
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.0% -0.0% 0.3 1,310 +0 4
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 0.3 1,118 -412 2
ILMN funds › ILLUMINA INC NEW 0.0% +0.0% 0.3 1,614 +1,614 1
ULS funds › UL SOLUTIONS INC ADD 0.0% +0.0% 0.3 2,751 +209 2
AMT funds › AMERICAN TOWER CORP NEW HOLD 0.0% -0.0% 0.3 1,710 +0 4
EIX funds › EDISON INTL HOLD 0.0% -0.0% 0.3 3,755 +0 4
NSC funds › NORFOLK SOUTHN CORP HOLD 0.0% -0.0% 0.3 875 +0 4
MPWR funds › MONOLITHIC PWR SYS INC HOLD 0.0% +0.0% 0.3 198 +0 2
HEIA funds › HEICO CORP NEW HOLD 0.0% +0.0% 0.3 1,060 +0 2
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.3 1,209 +1,209 1
IEX funds › IDEX CORP HOLD 0.0% -0.0% 0.3 1,187 +0 2
HONA funds › HONEYWELL AEROSPACE INC NEW 0.0% +0.0% 0.3 1,209 +1,209 1
AXON funds › AXON ENTERPRISE INC HOLD 0.0% +0.0% 0.3 476 +0 4
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.3 133 +133 1
TFC funds › TRUIST FINL CORP HOLD 0.0% -0.0% 0.3 5,244 +0 4
CIEN funds › CIENA CORP HOLD 0.0% +0.0% 0.3 530 +0 2
ESS funds › ESSEX PPTY TR INC HOLD 0.0% -0.0% 0.3 886 +0 3
WBD funds › WARNER BROS DISCOVERY INC HOLD 0.0% -0.0% 0.3 9,627 +0 3
PCAR funds › PACCAR INC HOLD 0.0% -0.0% 0.3 2,127 +0 4
TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD 0.0% -0.0% 0.3 582 +0 3
ALL funds › ALLSTATE CORP HOLD 0.0% -0.0% 0.3 1,068 +0 4
EQT funds › EQT CORP HOLD 0.0% -0.0% 0.3 4,728 +0 2
HST funds › HOST HOTELS & RESORTS INC HOLD 0.0% +0.0% 0.3 10,600 +0 4
ABNB funds › AIRBNB INC HOLD 0.0% -0.0% 0.2 1,743 +0 4
TGT funds › TARGET CORP HOLD 0.0% -0.0% 0.2 1,878 +0 2
AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.2 2,065 +0 2
ALAB funds › ASTERA LABS INC NEW 0.0% +0.0% 0.2 499 +499 1
ALGN funds › ALIGN TECHNOLOGY INC TRIM 0.0% -0.0% 0.2 1,398 -7 2
ITT funds › ITT INC ADD 0.0% -0.0% 0.2 1,182 +79 2
TRGP funds › TARGA RES CORP HOLD 0.0% -0.0% 0.2 867 +0 2
HUM funds › HUMANA INC NEW 0.0% +0.0% 0.2 581 +581 1
CPRT funds › COPART INC TRIM 0.0% -0.0% 0.2 8,142 -1,256 2
RS funds › RELIANCE INC NEW 0.0% +0.0% 0.2 611 +611 1
FLEX funds › FLEX LTD NEW 0.0% +0.0% 0.2 1,404 +1,404 1
WYNN funds › WYNN RESORTS LTD ADD 0.0% -0.0% 0.2 2,302 +168 2
CAH funds › CARDINAL HEALTH INC NEW 0.0% +0.0% 0.2 921 +921 1
DLR funds › DIGITAL RLTY TR INC HOLD 0.0% -0.0% 0.2 1,214 +0 2
NLY funds › ANNALY CAPITAL MANAGEMENT IN HOLD 0.0% -0.0% 0.2 9,711 +0 3
REG funds › REGENCY CTRS CORP HOLD 0.0% -0.0% 0.2 2,704 +0 2
O funds › REALTY INCOME CORP HOLD 0.0% -0.0% 0.2 3,434 +0 2
ED funds › CONSOLIDATED EDISON INC HOLD 0.0% -0.0% 0.2 1,923 +0 2
KMI funds › KINDER MORGAN INC DEL HOLD 0.0% -0.0% 0.2 6,535 +0 2
RKLB funds › ROCKET LAB CORP NEW 0.0% +0.0% 0.2 2,042 +2,042 1
APO funds › APOLLO GLOBAL MGMT INC NEW 0.0% +0.0% 0.2 1,751 +1,751 1
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.0% +0.0% 0.2 1,364 +1,364 1
MCHP funds › MICROCHIP TECHNOLOGY INC. NEW 0.0% +0.0% 0.2 2,228 +2,228 1
LNG funds › CHENIERE ENERGY INC HOLD 0.0% -0.0% 0.2 849 +0 2
PSA funds › PUBLIC STORAGE OPER CO NEW 0.0% +0.0% 0.2 637 +637 1
STT funds › STATE STR CORP NEW 0.0% +0.0% 0.2 1,192 +1,192 1
STLA funds › STELLANTIS N.V HOLD 0.0% -0.0% 0.1 11,437 +0 4
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -2,418 0
LHX funds › L3HARRIS TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -714 0
DOW funds › DOW INC EXIT 0.0% -0.1% 0.0 0 -28,006 0
DKS funds › DICKS SPORTING GOODS INC EXIT 0.0% -0.1% 0.0 0 -5,252 0
EXR funds › EXTRA SPACE STORAGE INC EXIT 0.0% -0.0% 0.0 0 -2,235 0
CUSIP:143658300 funds › CARNIVAL CORP EXIT 0.0% -0.1% 0.0 0 -32,258 0
FIS funds › FIDELITY NATL INFORMATION SV EXIT 0.0% -0.0% 0.0 0 -7,750 0
GAP funds › GAP INC EXIT 0.0% -0.1% 0.0 0 -38,697 0
EL funds › LAUDER ESTEE COS INC EXIT 0.0% -0.2% 0.0 0 -20,351 0
PFG funds › PRINCIPAL FINANCIAL GROUP IN EXIT 0.0% -0.0% 0.0 0 -2,646 0
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT 0.0% -0.0% 0.0 0 -6,984 0
COO funds › COOPER COS INC EXIT 0.0% -0.0% 0.0 0 -3,193 0
SNAP funds › SNAP INC EXIT 0.0% -0.0% 0.0 0 -89,824 0
COIN funds › COINBASE GLOBAL INC EXIT 0.0% -0.0% 0.0 0 -2,461 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 1,164 300 0.11 32% 0.016 0.417 in
2026Q1 962 292 0.11 33% 0.016 0.397 in
2025Q4 1,053 266 0.08 35% 0.018 0.445 in
2025Q3 1,026 278 0.09 35% 0.019 0.435 entered
2025Q2 951 265 0.00 33% 0.017 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