Fund Universe

CAPITOLIS LIQUID GLOBAL MARKETS LLC

CIK 0002094379 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.370
AUM ($M)
22,984
Positions
320
Turnover
0.38
Top-10 wt
36%
Herfindahl
0.020
History (qtrs)
2
Excess Return

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Holdings · 407 positions · portfolio value $22,984M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION ADD 7.1% +0.8% 1,620.6 8,099,495 +2,499,206 1
MSFT funds › MICROSOFT CORP ADD 4.3% +0.0% 999.4 2,679,089 +851,582 1
META funds › META PLATFORMS INC ADD 4.2% +0.6% 958.2 1,701,091 +725,424 1
MU funds › MICRON TECHNOLOGY INC ADD 4.1% +3.5% 931.2 806,766 +527,334 1
AAPL funds › APPLE INC TRIM 3.3% -2.0% 761.9 2,633,009 -674,048 1
GOOGL funds › ALPHABET INC ADD 3.0% -0.0% 685.6 1,918,321 +268,187 1
TSLA funds › TESLA INC ADD 3.0% +2.4% 683.0 1,623,903 +1,375,582 1
AVGO funds › BROADCOM INC TRIM 2.4% -2.6% 545.9 1,445,100 -1,074,730 1
JPM funds › JPMORGAN CHASE & CO ADD 2.3% -0.4% 527.4 1,611,262 +174,126 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 2.1% +1.7% 492.2 847,327 +522,111 1
GOOG funds › ALPHABET INC TRIM 1.9% -0.9% 445.2 1,260,112 -293,108 1
GS funds › GOLDMAN SACHS GROUP INC ADD 1.9% +1.5% 439.3 434,402 +349,459 1
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 1.6% +1.2% 378.8 3,246,596 +2,756,365 1
ADI funds › ANALOG DEVICES INC ADD 1.6% +0.7% 373.2 939,645 +467,145 1
BAC funds › BANK OF AMER CORP TRIM 1.6% -1.6% 362.1 6,355,597 -3,812,618 1
COST funds › COSTCO WHOLESALE CORPORATION TRIM 1.5% -1.3% 355.2 379,720 -61,596 1
EWZ funds › ISHARES INC NEW 1.2% +1.2% 283.6 8,220,400 +8,220,400 1
UNH funds › UNITEDHEALTH GROUP INC ADD 1.2% +0.7% 270.5 650,742 +373,912 1
AMZN funds › AMAZON COM INC TRIM 1.2% -0.5% 268.4 1,126,218 -99,619 1
JNJ funds › JOHNSON & JOHNSON ADD 1.2% +0.3% 267.7 1,054,146 +486,845 1
HON funds › HONEYWELL INTL INC NEW 1.1% +1.1% 264.0 1,179,179 +1,179,179 1
MA funds › MASTERCARD INCORPORATED ADD 1.1% -0.3% 262.7 511,519 +42,554 1
HONA funds › HONEYWELL AEROSPACE INC NEW 1.1% +1.1% 250.6 1,133,679 +1,133,679 1
KLAC funds › KLA CORP ADD 1.1% +0.5% 246.4 816,563 +756,575 1
AMAT funds › APPLIED MATLS INC ADD 1.1% +0.7% 242.8 335,830 +194,482 1
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 1.0% +0.9% 237.5 614,190 +549,152 1
INTC funds › INTEL CORP ADD 1.0% +0.9% 234.2 1,677,141 +1,258,877 1
WFC funds › WELLS FARGO & CO ADD 1.0% +0.9% 231.7 2,803,830 +2,646,822 1
NXPI funds › NXP SEMICONDUCTORS N V ADD 1.0% +0.7% 230.8 821,401 +543,595 1
CSCO funds › CISCO SYS INC TRIM 1.0% -0.2% 224.6 1,912,441 -502,688 1
LLY funds › ELI LILLY & CO TRIM 0.9% -1.2% 213.4 177,877 -190,292 1
C funds › CITIGROUP INC TRIM 0.9% -0.3% 204.5 1,461,462 -171,465 1
KO funds › COCA COLA CO ADD 0.9% +0.1% 201.6 2,480,786 +942,412 1
WBS funds › WEBSTER FINL CORP ADD 0.8% +0.5% 185.0 2,420,761 +1,811,478 1
PG funds › PROCTER & GAMBLE CO ADD 0.7% +0.4% 169.7 1,157,222 +838,124 1
QCOM funds › QUALCOMM INC ADD 0.7% +0.2% 168.0 908,998 +279,876 1
WMT funds › WALMART INC ADD 0.7% -0.1% 163.2 1,440,683 +454,368 1
PEP funds › PEPSICO INC ADD 0.7% -0.4% 152.7 1,127,604 +38,023 1
LMT funds › LOCKHEED MARTIN CORP ADD 0.7% +0.2% 149.7 293,919 +169,753 1
TXN funds › TEXAS INSTRS INC TRIM 0.6% -0.2% 145.7 488,795 -206,381 1
NCLH funds › NORWEGIAN CRUISE LINE HLDGS ADD 0.6% +0.1% 136.4 6,463,695 +2,415,593 1
SCHW funds › SCHWAB CHARLES CORP TRIM 0.6% -0.3% 130.9 1,418,844 -12,972 1
RJF funds › RAYMOND JAMES FINL INC NEW 0.5% +0.5% 125.6 826,000 +826,000 1
HD funds › HOME DEPOT INC ADD 0.5% +0.4% 125.1 354,773 +277,567 1
GLW funds › CORNING INC ADD 0.5% +0.5% 122.5 479,537 +400,254 1
PM funds › PHILIP MORRIS INTL INC ADD 0.5% +0.4% 121.8 673,190 +580,780 1
TER funds › TERADYNE INC ADD 0.5% +0.4% 121.6 251,336 +177,951 1
LRCX funds › LAM RESEARCH CORP ADD 0.5% +0.3% 114.5 264,261 +121,015 1
TMUS funds › T-MOBILE US INC ADD 0.5% +0.4% 113.2 675,022 +619,022 1
GE funds › GE AEROSPACE ADD 0.5% +0.2% 110.5 295,646 +115,557 1
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.5% +0.4% 108.5 881,135 +814,969 1
MPWR funds › MONOLITHIC PWR SYS INC ADD 0.5% +0.4% 108.4 78,432 +74,041 1
ABBV funds › ABBVIE INC TRIM 0.5% -0.5% 105.0 417,193 -256,251 1
BKNG funds › BOOKING HOLDINGS INC ADD 0.4% -0.2% 102.5 575,000 +552,000 1
SYY funds › SYSCO CORP NEW 0.4% +0.4% 100.1 1,198,000 +1,198,000 1
CVX funds › CHEVRON CORPORATION ADD 0.4% +0.2% 97.3 587,088 +405,488 1
FDX funds › FEDEX CORP ADD 0.4% -0.0% 97.3 310,600 +115,600 1
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.4% -0.2% 89.7 216,000 +8,738 1
EOG funds › EOG RES INC ADD 0.4% +0.4% 87.4 673,729 +663,449 1
PGR funds › PROGRESSIVE CORP TRIM 0.4% -0.3% 86.5 396,000 -151,000 1
PLD funds › PROLOGIS INC. ADD 0.4% +0.3% 85.2 629,014 +592,719 1
KVUE funds › KENVUE INC ADD 0.4% +0.1% 84.7 4,433,000 +2,161,020 1
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.4% -0.3% 82.1 163,657 -32,516 1
GILD funds › GILEAD SCIENCES INC ADD 0.4% -0.2% 81.4 643,915 +1,915 1
TJX funds › TJX COS INC NEW ADD 0.4% -0.1% 81.0 534,426 +61,873 1
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.3% +0.1% 78.8 81,684 -14,902 1
HBAN funds › HUNTINGTON BANCSHARES INC ADD 0.3% +0.3% 77.0 4,340,967 +4,275,367 1
NFLX funds › NETFLIX INC. ADD 0.3% -0.1% 73.7 1,032,280 +266,495 1
MRK funds › MERCK & CO INC ADD 0.3% +0.1% 73.5 571,730 +347,900 1
SNDK funds › SANDISK CORP ADD 0.3% +0.3% 72.2 31,774 +26,874 1
EFA funds › ISHARES TR NEW 0.3% +0.3% 70.7 680,500 +680,500 1
WMB funds › WILLIAMS COS INC ADD 0.3% +0.3% 68.8 924,817 +859,017 1
PYPL funds › PAYPAL HLDGS INC ADD 0.3% +0.2% 67.4 1,559,943 +1,403,000 1
MO funds › ALTRIA GROUP INC NEW 0.3% +0.3% 64.8 900,000 +900,000 1
HAL funds › HALLIBURTON CO NEW 0.3% +0.3% 62.3 1,835,289 +1,835,289 1
AXTA funds › AXALTA COATING SYS LTD ADD 0.3% +0.0% 57.7 1,684,960 +531,000 1
ABT funds › ABBOTT LABORATORIES ADD 0.2% +0.2% 56.3 620,177 +512,166 1
GPCR funds › STRUCTURE THERAPEUTICS INC TRIM 0.2% -0.1% 55.9 1,041,100 -110,200 1
AMP funds › AMERIPRISE FINL INC ADD 0.2% +0.2% 55.5 121,000 +103,039 1
GDXJ funds › VANECK ETF TRUST ADD 0.2% +0.1% 55.0 560,000 +360,000 1
ISRG funds › INTUITIVE SURGICAL INC ADD 0.2% -0.0% 54.8 137,864 +48,718 1
VST funds › VISTRA CORP ADD 0.2% +0.2% 53.8 338,968 +278,968 1
PSX funds › PHILLIPS 66 NEW 0.2% +0.2% 53.6 317,000 +317,000 1
CL funds › COLGATE PALMOLIVE CO TRIM 0.2% -0.1% 52.6 573,982 -104,018 1
EEM funds › ISHARES TR NEW 0.2% +0.2% 49.1 718,000 +718,000 1
RTX funds › RTX CORPORATION ADD 0.2% +0.1% 48.9 257,748 +134,896 1
GPN funds › GLOBAL PMTS INC ADD 0.2% +0.2% 48.0 661,474 +599,504 1
REGN funds › REGENERON PHARMACEUTICALS HOLD 0.2% -0.2% 46.8 75,000 +0 1
TAL funds › TAL ED GROUP ADD 0.2% -0.0% 46.5 4,862,300 +1,672,400 1
NOW funds › SERVICENOW INC ADD 0.2% -0.0% 45.7 460,120 +160,120 1
ACN funds › ACCENTURE PLC IRELAND ADD 0.2% +0.2% 44.8 360,000 +342,421 1
DXCM funds › DEXCOM INC NEW 0.2% +0.2% 44.8 664,600 +664,600 1
BX funds › BLACKSTONE INC ADD 0.2% +0.1% 42.2 359,000 +229,000 1
USB funds › US BANCORP TRIM 0.2% -0.1% 41.0 678,800 -151,700 1
GLD funds › SPDR GOLD TR NEW 0.2% +0.2% 40.5 110,000 +110,000 1
COF funds › CAPITAL ONE FINL CORP TRIM 0.2% -0.2% 40.1 200,000 -140,317 1
TIP funds › ISHARES TR HOLD 0.2% -0.1% 39.9 365,000 +0 1
SE funds › SEA LTD TRIM 0.2% -0.1% 39.2 409,500 -29,950 1
WCC funds › WESCO INTL INC NEW 0.2% +0.2% 39.1 113,224 +113,224 1
JOYY funds › JOYY INC ADD 0.2% +0.0% 39.0 590,500 +162,700 1
ORCL funds › ORACLE CORP TRIM 0.2% -0.4% 38.1 259,900 -300,349 1
GTLS funds › CHART INDS INC TRIM 0.2% -0.2% 38.0 182,000 -112,669 1
SLV funds › ISHARES SILVER TR NEW 0.2% +0.2% 35.6 666,000 +666,000 1
HCA funds › HCA HEALTHCARE INC NEW 0.2% +0.2% 35.1 90,000 +90,000 1
AXP funds › AMERICAN EXPRESS CO ADD 0.2% +0.0% 34.5 101,951 +27,704 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.4% 34.2 68,444 -112,756 1
CSX funds › CSX CORP ADD 0.1% +0.1% 34.2 719,035 +438,967 1
IEMG funds › ISHARES INC NEW 0.1% +0.1% 33.9 409,300 +409,300 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 33.4 112,000 +112,000 1
ACWI funds › ISHARES TR HOLD 0.1% -0.0% 33.2 211,200 +0 1
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.1% +0.1% 32.4 42,413 +23,853 1
BRO funds › BROWN & BROWN INC NEW 0.1% +0.1% 32.3 503,318 +503,318 1
CME funds › CME GROUP INC ADD 0.1% +0.1% 32.2 145,658 +112,751 1
BA funds › BOEING CO ADD 0.1% +0.1% 31.4 145,103 +115,888 1
STT funds › STATE STR CORP TRIM 0.1% -0.1% 30.9 182,256 -143,270 1
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.1% -0.1% 29.8 1,119,000 -66,151 1
ANET funds › ARISTA NETWORKS INC TRIM 0.1% -0.0% 29.5 173,878 -49,863 1
CELC funds › CELCUITY INC TRIM 0.1% -0.1% 29.0 277,100 -39,400 1
DVN funds › DEVON ENERGY CORP NEW NEW 0.1% +0.1% 28.9 700,000 +700,000 1
CAT funds › CATERPILLAR INC TRIM 0.1% -0.3% 27.9 26,208 -72,400 1
ROST funds › ROSS STORES INC ADD 0.1% +0.1% 27.5 129,300 +97,300 1
EG funds › EVEREST GROUP LTD NEW 0.1% +0.1% 27.5 77,000 +77,000 1
DHR funds › DANAHER CORP DEL ADD 0.1% +0.0% 27.3 143,551 +83,691 1
PEN funds › PENUMBRA INC TRIM 0.1% -0.2% 27.3 86,330 -53,068 1
GEO funds › GEO GROUP INC TRIM 0.1% +0.0% 26.6 900,500 -99,500 1
PNC funds › PNC FINL SVCS GROUP INC ADD 0.1% -0.0% 26.5 107,770 +198 1
CEG funds › CONSTELLATION ENERGY CORP ADD 0.1% -0.0% 26.3 105,775 +21,303 1
VICI funds › VICI PPTYS INC NEW 0.1% +0.1% 25.8 972,216 +972,216 1
ODFL funds › OLD DOMINION FREIGHT LINE IN NEW 0.1% +0.1% 25.6 118,000 +118,000 1
MCD funds › MCDONALDS CORP ADD 0.1% +0.1% 25.5 94,300 +71,167 1
DE funds › DEERE & CO NEW 0.1% +0.1% 25.4 40,000 +40,000 1
CRM funds › SALESFORCE INC TRIM 0.1% -0.2% 25.2 161,000 -112,000 1
FANG funds › DIAMONDBACK ENERGY INC NEW 0.1% +0.1% 24.7 140,729 +140,729 1
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.1% 24.7 78,505 -8,095 1
SJM funds › SMUCKER J M CO TRIM 0.1% -0.6% 24.5 218,000 -1,011,845 1
TEL funds › TE CONNECTIVITY PLC ADD 0.1% +0.0% 24.4 121,037 +56,637 1
NEE funds › NEXTERA ENERGY INC NEW 0.1% +0.1% 24.3 277,000 +277,000 1
PH funds › PARKER-HANNIFIN CORP ADD 0.1% +0.1% 24.2 24,749 +19,258 1
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.1% +0.1% 23.5 155,300 +155,300 1
NEM funds › NEWMONT CORP TRIM 0.1% -0.2% 23.1 247,509 -137,224 1
BNY funds › BANK OF NY MELLON CORP TRIM 0.1% -0.2% 22.9 158,402 -210,876 1
WELL funds › WELLTOWER INC TRIM 0.1% -0.0% 22.7 100,000 -12,691 1
ALL funds › ALLSTATE CORP NEW 0.1% +0.1% 22.4 94,000 +94,000 1
FIVE funds › FIVE BELOW INC TRIM 0.1% -0.2% 21.9 122,000 -55,400 1
COP funds › CONOCOPHILLIPS TRIM 0.1% -0.1% 21.7 209,089 -7,161 1
WRB funds › BERKLEY W R CORP NEW 0.1% +0.1% 21.7 308,000 +308,000 1
EMB funds › ISHARES TR NEW 0.1% +0.1% 21.3 220,600 +220,600 1
AMT funds › AMERICAN TOWER CORP HOLD 0.1% -0.1% 21.3 129,985 +0 1
ECL funds › ECOLAB INC ADD 0.1% +0.1% 21.3 76,300 +70,000 1
WTRG funds › ESSENTIAL UTILS INC HOLD 0.1% -0.0% 21.1 552,000 +0 1
GDX funds › VANECK ETF TRUST HOLD 0.1% -0.1% 21.1 280,000 +0 1
BWXT funds › BWX TECHNOLOGIES INC NEW 0.1% +0.1% 21.0 108,000 +108,000 1
PINS funds › PINTEREST INC NEW 0.1% +0.1% 21.0 997,000 +997,000 1
TFC funds › TRUIST FINL CORP NEW 0.1% +0.1% 20.9 418,917 +418,917 1
LDOS funds › LEIDOS HOLDINGS INC NEW 0.1% +0.1% 20.6 200,000 +200,000 1
CMI funds › CUMMINS INC ADD 0.1% +0.0% 18.3 25,700 +5,100 1
LIN funds › LINDE PLC TRIM 0.1% -0.5% 18.2 35,000 -136,163 1
ADBE funds › ADOBE INC ADD 0.1% +0.0% 18.1 88,101 +58,262 1
COIN funds › COINBASE GLOBAL INC ADD 0.1% +0.1% 18.0 123,000 +112,500 1
NI funds › NISOURCE INC NEW 0.1% +0.1% 18.0 377,583 +377,583 1
MOGA funds › MOOG INC TRIM 0.1% -0.1% 17.7 41,800 -32,600 1
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.1% +0.0% 17.7 47,166 +19,136 1
SPHR funds › SPHERE ENTERTAINMENT CO TRIM 0.1% -0.0% 17.2 99,300 -47,300 1
SNPS funds › SYNOPSYS INC ADD 0.1% -0.0% 17.1 38,320 +2,700 1
AFL funds › AFLAC INC NEW Common Stock 0.1% +0.1% 17.0 145,000 +145,000 1
HST funds › HOST HOTELS & RESORTS INC ADD 0.1% +0.0% 16.7 703,265 +183,362 1
AGG funds › ISHARES TR TRIM 0.1% -0.0% 16.5 166,500 -10,800 1
CUBE funds › CUBESMART HOLD 0.1% -0.0% 16.1 405,354 +0 1
ABNB funds › AIRBNB INC ADD 0.1% +0.0% 15.4 107,451 +28,451 1
KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM 0.1% -0.1% 15.1 43,160 -50,031 1
AWK funds › AMERICAN WTR WKS CO INC NEW NEW 0.1% +0.1% 14.8 112,583 +112,583 1
SHW funds › SHERWIN WILLIAMS CO ADD 0.1% +0.0% 14.1 41,081 +11,470 1
YMM funds › FULL TRUCK ALLIANCE CO LTD HOLD 0.1% -0.0% 13.9 1,716,200 +0 1
DUK funds › DUKE ENERGY CORP NEW NEW 0.1% +0.1% 13.9 110,000 +110,000 1
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.1% -0.0% 13.9 27,981 +0 1
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.1% +0.0% 13.8 240,100 +140,100 1
EIX funds › EDISON INTL ADD 0.1% +0.0% 13.8 185,433 +107,978 1
DTE funds › DTE ENERGY CO NEW 0.1% +0.1% 13.8 90,300 +90,300 1
SYF funds › SYNCHRONY FINANCIAL NEW 0.1% +0.1% 13.5 177,000 +177,000 1
ARQT funds › ARCUTIS BIOTHERAPEUTICS INC HOLD 0.1% -0.0% 13.1 500,000 +0 1
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.0% 13.0 26,249 +9,443 1
WST funds › WEST PHARMACEUTICAL SVSC INC NEW 0.1% +0.1% 12.8 35,520 +35,520 1
BKR funds › BAKER HUGHES COMPANY ADD 0.1% +0.0% 12.3 222,433 +105,350 1
EAT funds › BRINKER INTL INC HOLD 0.1% -0.0% 12.1 72,000 +0 1
CMCSA funds › COMCAST CORP NEW ADD 0.1% -0.0% 12.0 488,004 +70,167 1
GD funds › GENERAL DYNAMICS CORP TRIM 0.1% -0.0% 11.9 33,534 -6,466 1
INBX funds › INHIBRX BIOSCIENCES INC TRIM 0.0% -0.0% 11.3 119,200 -5,800 1
SRE funds › SEMPRA TRIM 0.0% -0.2% 11.2 121,288 -249,535 1
ACGL funds › ARCH CAP GROUP LTD NEW 0.0% +0.0% 11.1 114,000 +114,000 1
MPC funds › MARATHON PETE CORP TRIM 0.0% -0.0% 11.0 43,000 -8,500 1
ERIE funds › ERIE INDTY CO NEW 0.0% +0.0% 10.8 45,000 +45,000 1
BDX funds › BECTON DICKINSON & CO NEW 0.0% +0.0% 10.6 70,000 +70,000 1
TROW funds › PRICE T ROWE GROUP INC ADD 0.0% +0.0% 10.6 93,052 +83,852 1
GEV funds › GE VERNOVA INC TRIM 0.0% -0.0% 10.4 8,887 -7,246 1
IEF funds › ISHARES TR NEW 0.0% +0.0% 10.2 108,000 +108,000 1
UNM funds › UNUM GROUP NEW 0.0% +0.0% 10.2 114,000 +114,000 1
AIG funds › AMERICAN INTL GROUP INC NEW 0.0% +0.0% 10.1 135,497 +135,497 1
CVS funds › CVS HEALTH CORP TRIM 0.0% -0.0% 10.1 97,303 -57,695 1
CCL funds › CARNIVAL CORP LTD NEW 0.0% +0.0% 10.0 348,350 +348,350 1
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.1% 9.9 44,061 -33,816 1
CCI funds › CROWN CASTLE INC NEW 0.0% +0.0% 9.5 126,034 +126,034 1
EQR funds › EQUITY RESIDENTIAL ADD 0.0% -0.0% 9.5 140,000 +24,009 1
UBER funds › UBER TECHNOLOGIES INC NEW 0.0% +0.0% 9.4 129,931 +129,931 1
ORLY funds › OREILLY AUTOMOTIVE INC NEW 0.0% +0.0% 9.1 99,198 +99,198 1
CUSIP:G76279101 funds › ROIVANT SCIENCES LTD TRIM 0.0% -0.1% 8.4 237,000 -488,000 1
ESNT funds › ESSENT GROUP LTD HOLD 0.0% -0.0% 8.3 128,800 +0 1
LLYVA funds › LIBERTY LIVE HOLDINGS INC TRIM 0.0% -0.0% 8.2 80,700 -5,100 1
BGC funds › BGC GROUP INC HOLD 0.0% -0.0% 8.1 762,200 +0 1
INTU funds › INTUIT TRIM 0.0% -0.1% 8.1 31,000 -18,568 1
CEVA funds › CEVA INC TRIM 0.0% +0.0% 8.0 169,700 -91,700 1
NSC funds › NORFOLK SOUTHN CORP TRIM 0.0% -0.2% 8.0 25,391 -84,705 1
MTSI funds › MACOM TECH SOLUTIONS HLDGS I NEW 0.0% +0.0% 7.9 20,867 +20,867 1
SO funds › SOUTHERN CO ADD 0.0% +0.0% 7.9 82,800 +36,800 1
MTZ funds › MASTEC INC NEW 0.0% +0.0% 7.9 19,000 +19,000 1
CMG funds › CHIPOTLE MEXICAN GRILL INC ADD 0.0% +0.0% 7.9 232,200 +138,429 1
CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC NEW 0.0% +0.0% 7.8 151,000 +151,000 1
MCK funds › MCKESSON CORP TRIM 0.0% -0.0% 7.5 9,983 -1,200 1
JBL funds › JABIL INC NEW 0.0% +0.0% 7.5 19,426 +19,426 1
GL funds › GLOBE LIFE INC HOLD 0.0% -0.0% 7.3 41,000 +0 1
GM funds › GENERAL MTRS CO NEW 0.0% +0.0% 7.3 94,961 +94,961 1
EQIX funds › EQUINIX INC HOLD 0.0% -0.0% 7.3 7,000 +0 1
IGSB funds › ISHARES TR TRIM 0.0% -0.0% 7.2 137,200 -33,500 1
CAVA funds › CAVA GROUP INC NEW 0.0% +0.0% 7.2 91,602 +91,602 1
CDW funds › CDW CORP NEW 0.0% +0.0% 7.0 50,000 +50,000 1
HAS funds › HASBRO INC TRIM 0.0% -0.1% 7.0 84,500 -93,048 1
AGO funds › ASSURED GUARANTY LTD HOLD 0.0% -0.0% 7.0 86,900 +0 1
VIRT funds › VIRTU FINL INC TRIM 0.0% -0.0% 6.8 113,600 -17,100 1
JAZZ funds › JAZZ PHARMACEUTICALS PLC HOLD 0.0% -0.0% 6.7 28,000 +0 1
TXT funds › TEXTRON INC NEW 0.0% +0.0% 6.7 73,100 +73,100 1
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.1% 6.6 22,502 -46,601 1
IAU funds › ISHARES GOLD TR NEW 0.0% +0.0% 6.5 86,000 +86,000 1
MLCO funds › MELCO RESORTS AND ENTMNT LTD HOLD 0.0% -0.0% 6.4 1,216,000 +0 1
HOOD funds › ROBINHOOD MKTS INC NEW 0.0% +0.0% 6.3 63,000 +63,000 1
NTRS funds › NORTHERN TR CORP HOLD 0.0% -0.0% 6.3 36,052 +0 1
MTH funds › MERITAGE HOMES CORP TRIM 0.0% -0.0% 6.2 73,800 -23,900 1
BBY funds › BEST BUY INC NEW 0.0% +0.0% 6.0 79,700 +79,700 1
OXY funds › OCCIDENTAL PETE CORP NEW 0.0% +0.0% 6.0 122,517 +122,517 1
VMC funds › VULCAN MATLS CO ADD 0.0% -0.0% 5.9 20,000 +1,441 1
CI funds › THE CIGNA GROUP NEW 0.0% +0.0% 5.8 21,100 +21,100 1
OTIS funds › OTIS WORLDWIDE CORP HOLD 0.0% -0.0% 5.7 79,453 +0 1
MAA funds › MID-AMER APT CMNTYS INC TRIM 0.0% -0.1% 5.6 40,605 -73,395 1
LYB funds › LYONDELLBASELL INDUSTRIES NV NEW 0.0% +0.0% 5.6 106,000 +106,000 1
MAR funds › MARRIOTT INTL INC NEW TRIM 0.0% -0.0% 5.6 15,000 -15,000 1
QRVO funds › QORVO INC HOLD 0.0% -0.0% 5.5 58,996 +0 1
NWSA funds › NEWS CORP NEW NEW 0.0% +0.0% 5.5 219,500 +219,500 1
MCO funds › MOODYS CORP HOLD 0.0% -0.0% 5.4 12,000 +0 1
XEL funds › XCEL ENERGY INC TRIM 0.0% -0.2% 5.3 65,700 -284,000 1
GDDY funds › GODADDY INC NEW 0.0% +0.0% 5.3 62,038 +62,038 1
COR funds › CENCORA INC HOLD 0.0% -0.0% 5.2 18,200 +0 1
ENS funds › ENERSYS HOLD 0.0% -0.0% 5.1 22,000 +0 1
LVS funds › LAS VEGAS SANDS CORP TRIM 0.0% -0.1% 5.0 109,111 -236,689 1
TTD funds › THE TRADE DESK INC NEW 0.0% +0.0% 5.0 278,148 +278,148 1
AMGN funds › AMGEN INC HOLD 0.0% -0.0% 5.0 13,775 +0 1
WMG funds › WARNER MUSIC GROUP CORP HOLD 0.0% -0.0% 5.0 184,000 +0 1
MS funds › MORGAN STANLEY TRIM 0.0% -0.1% 4.8 23,026 -89,734 1
BLK funds › BLACKROCK INC TRIM 0.0% -0.2% 4.8 5,000 -34,053 1
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.0% -0.1% 4.7 28,400 -54,247 1
TLT funds › ISHARES TR HOLD 0.0% -0.0% 4.7 53,890 +0 1
CMS funds › CMS ENERGY CORP HOLD 0.0% -0.0% 4.6 60,215 +0 1
DBMF funds › LITMAN GREGORY FDS TR TRIM 0.0% -0.0% 4.6 149,900 -31,900 1
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.1% 4.6 143,098 -336,768 1
MMM funds › 3M CO TRIM 0.0% -0.0% 4.6 28,189 -12,407 1
WM funds › WASTE MGMT INC DEL HOLD 0.0% -0.0% 4.5 20,189 +0 1
ARGT funds › GLOBAL X FDS NEW 0.0% +0.0% 4.3 46,596 +46,596 1
DECK funds › DECKERS OUTDOOR CORP TRIM 0.0% -0.0% 4.2 42,500 -26,487 1
RGA funds › REINSURANCE GROUP AMER INC HOLD 0.0% -0.0% 4.2 19,518 +0 1
PPL funds › PPL CORP NEW 0.0% +0.0% 4.1 112,583 +112,583 1
HPE funds › HEWLETT PACKARD ENTERPRISE C NEW 0.0% +0.0% 4.1 90,500 +90,500 1
HCI funds › HCI GROUP INC TRIM 0.0% -0.0% 4.0 22,600 -16,900 1
EXPE funds › EXPEDIA GROUP INC HOLD 0.0% -0.0% 3.8 14,914 +0 1
TRV funds › TRAVELERS COMPANIES INC TRIM 0.0% -0.0% 3.7 11,142 -5,656 1
TCMD funds › TACTILE SYS TECHNOLOGY INC TRIM 0.0% -0.0% 3.7 123,400 -41,900 1
SKYW funds › SKYWEST INC TRIM 0.0% -0.0% 3.7 36,800 -12,900 1
A funds › AGILENT TECHNOLOGIES INC HOLD 0.0% -0.0% 3.6 27,303 +0 1
AVPT funds › AVEPOINT INC HOLD 0.0% -0.0% 3.5 314,100 +0 1
EVH funds › EVOLENT HEALTH INC HOLD 0.0% +0.0% 3.4 630,000 +0 1
NKE funds › NIKE INC HOLD 0.0% -0.0% 3.4 82,367 +0 1
TMHC funds › TAYLOR MORRISON HOME CORP HOLD 0.0% -0.0% 3.3 46,000 +0 1
URTH funds › ISHARES INC NEW 0.0% +0.0% 3.2 16,000 +16,000 1
AON funds › AON PLC TRIM 0.0% -0.2% 3.2 9,700 -80,729 1
RLX funds › RLX TECHNOLOGY INC HOLD 0.0% -0.0% 2.9 1,510,200 +0 1
ETN funds › EATON CORP PLC TRIM 0.0% -0.0% 2.6 6,190 -13,810 1
ORA funds › ORMAT TECHNOLOGIES INC HOLD 0.0% -0.0% 2.6 24,000 +0 1
BR funds › BROADRIDGE FINL SOLUTIONS IN NEW 0.0% +0.0% 2.5 18,000 +18,000 1
WEAV funds › WEAVE COMMUNICATIONS INC HOLD 0.0% -0.0% 2.2 364,262 +0 1
HLT funds › HILTON WORLDWIDE HLDGS INC NEW 0.0% +0.0% 2.2 6,600 +6,600 1
Q funds › QNITY ELECTRONICS INC NEW 0.0% +0.0% 2.1 12,900 +12,900 1
DOW funds › DOW HLDGS INC TRIM 0.0% -0.1% 2.0 73,593 -330,793 1
WOR funds › WORTHINGTON ENTERPRISES INC TRIM 0.0% -0.0% 2.0 36,500 -41,500 1
SFNC funds › SIMMONS FIRST NATL CORP TRIM 0.0% -0.0% 2.0 86,400 -137,400 1
LUMN funds › LUMEN TECHNOLOGIES INC HOLD 0.0% -0.0% 1.9 250,000 +0 1
HIG funds › HARTFORD INSURANCE GROUP INC NEW 0.0% +0.0% 1.9 14,423 +14,423 1
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 1.8 9,400 -22,580 1
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.1% 1.8 22,490 -149,561 1
FIS funds › FIDELITY NATL INFORMATION SV TRIM 0.0% -0.4% 1.7 45,000 -1,230,500 1
CPRT funds › COPART INC NEW 0.0% +0.0% 1.7 62,000 +62,000 1
WD funds › WALKER & DUNLOP INC HOLD 0.0% -0.0% 1.7 31,700 +0 1
WYNN funds › WYNN RESORTS LTD NEW 0.0% +0.0% 1.7 17,700 +17,700 1
VT funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 1.7 10,800 +0 1
TSN funds › TYSON FOODS INC TRIM 0.0% -0.1% 1.5 26,700 -137,122 1
APH funds › AMPHENOL CORP TRIM 0.0% -0.2% 1.5 8,400 -308,390 1
RERE funds › ATRENEW INC TRIM ADR 0.0% -0.0% 1.4 368,200 -368,200 1
GWW funds › WW GRAINGER INC HOLD 0.0% -0.0% 1.4 1,000 +0 1
CAH funds › CARDINAL HEALTH INC HOLD 0.0% -0.0% 1.4 5,700 +0 1
DOCU funds › DOCUSIGN INC HOLD 0.0% -0.0% 1.3 29,700 +0 1
PFE funds › PFIZER INC TRIM 0.0% -0.0% 1.1 43,700 -205,271 1
LEN funds › LENNAR CORP HOLD 0.0% -0.0% 1.0 11,300 +0 1
JEF funds › JEFFERIES FINANCIAL GROUP IN TRIM 0.0% -0.0% 1.0 19,400 -32,400 1
PDD funds › PDD HOLDINGS INC TRIM 0.0% -0.0% 0.9 12,000 -45,459 1
SPHY funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.8 36,000 +0 1
ON funds › ON SEMICONDUCTOR CORP NEW 0.0% +0.0% 0.8 8,900 +8,900 1
PCG funds › PG&E CORP TRIM 0.0% -0.1% 0.8 50,000 -700,662 1
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.0% -0.0% 0.8 1,600 -1,500 1
BOW funds › BOWHEAD SPECIALTY HLDGS INC HOLD 0.0% -0.0% 0.7 23,800 +0 1
MOMO funds › HELLO GROUP INC TRIM 0.0% -0.0% 0.7 122,500 -248,900 1
FCX funds › FREEPORT MCMORAN INC TRIM 0.0% -0.0% 0.7 11,000 -117,199 1
SPIB funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.5 15,100 -174,400 1
AKAM funds › AKAMAI TECHNOLOGIES INC HOLD 0.0% -0.0% 0.4 3,800 +0 1
STE funds › STERIS PLC TRIM 0.0% -0.0% 0.3 1,414 -9,586 1
WTW funds › WILLIS TOWERS WATSON PLC LTD TRIM 0.0% -0.0% 0.3 1,000 -1,450 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -1.1% 0.0 0 -794,378 0
DIS funds › DISNEY WALT CO EXIT 0.0% -0.1% 0.0 0 -81,816 0
T funds › AT&T INC EXIT 0.0% -0.1% 0.0 0 -412,194 0
VRSN funds › VERISIGN INC EXIT 0.0% -0.0% 0.0 0 -12,848 0
CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT 0.0% -0.3% 0.0 0 -1,013,500 0
IXUS funds › ISHARES TR EXIT 0.0% -0.5% 0.0 0 -997,500 0
CNO funds › CNO FINL GROUP INC EXIT 0.0% -0.0% 0.0 0 -90,500 0
VZ funds › VERIZON COMMUNICATIONS INC EXIT 0.0% -0.1% 0.0 0 -245,933 0
PNW funds › PINNACLE WEST CAP CORP EXIT 0.0% -0.1% 0.0 0 -82,000 0
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC EXIT 0.0% -0.1% 0.0 0 -158,000 0
FISV funds › FISERV INC EXIT 0.0% -0.2% 0.0 0 -447,623 0
KKR funds › KKR & CO INC EXIT 0.0% -0.1% 0.0 0 -104,000 0
STZ funds › CONSTELLATION BRANDS INC EXIT 0.0% -0.0% 0.0 0 -30,000 0
UPS funds › UNITED PARCEL SVCS INC EXIT 0.0% -0.1% 0.0 0 -103,325 0
IBKR funds › INTERACTIVE BROKERS GROUP IN EXIT 0.0% -0.0% 0.0 0 -35,176 0
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT 0.0% -0.7% 0.0 0 -1,975,800 0
SPT funds › SPROUT SOCIAL INC EXIT 0.0% -0.0% 0.0 0 -38,100 0
SPGI funds › S&P GLOBAL INC EXIT 0.0% -0.1% 0.0 0 -26,963 0
IBM funds › INTERNATIONAL BUSINESS MACHS EXIT 0.0% -0.1% 0.0 0 -41,250 0
EW funds › EDWARDS LIFESCIENCES CORP EXIT 0.0% -0.1% 0.0 0 -99,528 0
SPDW funds › SPDR INDEX SHS FDS EXIT 0.0% -0.6% 0.0 0 -1,949,500 0
YUM funds › YUM BRANDS INC EXIT 0.0% -0.1% 0.0 0 -63,000 0
CUSIP:81211K100 funds › SEALED AIR CORP NEW EXIT 0.0% -0.2% 0.0 0 -566,000 0
CPT funds › CAMDEN PPTY TR EXIT 0.0% -0.1% 0.0 0 -106,000 0
PLXS funds › PLEXUS CORP EXIT 0.0% -0.0% 0.0 0 -19,000 0
RGLD funds › ROYAL GOLD INC EXIT 0.0% -0.1% 0.0 0 -80,000 0
IDXX funds › IDEXX LABS INC EXIT 0.0% -0.0% 0.0 0 -13,147 0
VEA funds › VANGUARD TAX-MANAGED FDS EXIT 0.0% -0.1% 0.0 0 -153,200 0
THC funds › TENET HEALTHCARE CORP EXIT 0.0% -0.2% 0.0 0 -142,974 0
EA funds › ELECTRONIC ARTS INC EXIT 0.0% -0.0% 0.0 0 -19,500 0
MET funds › METLIFE INC EXIT 0.0% -0.0% 0.0 0 -70,050 0
OC funds › OWENS CORNING NEW EXIT 0.0% -0.0% 0.0 0 -22,000 0
ZTS funds › ZOETIS INC EXIT 0.0% -0.0% 0.0 0 -62,000 0
BOH funds › BANK HAWAII CORP EXIT 0.0% -0.0% 0.0 0 -101,600 0
CB funds › CHUBB LTD SWITZ EXIT 0.0% -0.0% 0.0 0 -14,499 0
CUSIP:574795100 funds › MASIMO CORP EXIT 0.0% -0.3% 0.0 0 -309,102 0
CVNA funds › CARVANA CO EXIT 0.0% -0.5% 0.0 0 -234,000 0
GLNG funds › GOLAR LNG LTD EXIT 0.0% -0.0% 0.0 0 -76,500 0
ESGE funds › ISHARES INC EXIT 0.0% -0.1% 0.0 0 -470,600 0
SPY funds › STATE STR SPDR S&P 500 ETF T EXIT 0.0% -3.1% 0.0 0 -752,000 0
QSR funds › RESTAURANT BRANDS INTL INC EXIT 0.0% -0.2% 0.0 0 -474,200 0
ARM funds › ARM HOLDINGS PLC EXIT 0.0% -0.0% 0.0 0 -41,617 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.3% 0.0 0 -266,328 0
DDOG funds › DATADOG INC EXIT 0.0% -0.0% 0.0 0 -10,482 0
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.1% 0.0 0 -147,333 0
TXNM funds › TXNM ENERGY INC EXIT 0.0% -0.0% 0.0 0 -71,000 0
VCSH funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.3% 0.0 0 -644,100 0
CTAS funds › CINTAS CORP EXIT 0.0% -0.0% 0.0 0 -27,151 0
RSG funds › REPUBLIC SVCS INC EXIT 0.0% -0.1% 0.0 0 -91,584 0
APP funds › APPLOVIN CORP EXIT 0.0% -0.3% 0.0 0 -118,273 0
CRH funds › CRH PLC EXIT 0.0% -0.1% 0.0 0 -75,773 0
NDAQ funds › NASDAQ INC EXIT 0.0% -0.0% 0.0 0 -43,337 0
EXR funds › EXTRA SPACE STORAGE INC EXIT 0.0% -0.0% 0.0 0 -41,904 0
VISN funds › VISTANCE NETWORKS INC EXIT 0.0% -0.1% 0.0 0 -1,000,000 0
CUSIP:143658300 funds › CARNIVAL CORP EXIT 0.0% -0.1% 0.0 0 -421,603 0
LULU funds › LULULEMON ATHLETICA INC EXIT 0.0% -0.3% 0.0 0 -350,000 0
MOH funds › MOLINA HEALTHCARE INC EXIT 0.0% -0.1% 0.0 0 -61,000 0
CUSIP:436440101 funds › HOLOGIC INC EXIT 0.0% -0.2% 0.0 0 -445,385 0
ESS funds › ESSEX PPTY TR INC EXIT 0.0% -0.2% 0.0 0 -110,098 0
CSGP funds › COSTAR GROUP INC EXIT 0.0% -0.3% 0.0 0 -1,355,000 0
NTAP funds › NETAPP INC EXIT 0.0% -0.4% 0.0 0 -622,156 0
CHD funds › CHURCH & DWIGHT CO INC EXIT 0.0% -0.1% 0.0 0 -157,000 0
JIRE funds › J P MORGAN EXCHANGE TRADED F EXIT 0.0% -0.1% 0.0 0 -128,700 0
EXE funds › EXPAND ENERGY CORPORATION EXIT 0.0% -0.0% 0.0 0 -30,902 0
RF funds › REGIONS FINANCIAL CORP NEW EXIT 0.0% -0.0% 0.0 0 -40,000 0
EQT funds › EQT CORP EXIT 0.0% -0.2% 0.0 0 -518,000 0
VGSH funds › VANGUARD SCOTTSDALE FDS EXIT 0.0% -0.0% 0.0 0 -100,200 0
DASH funds › DOORDASH INC EXIT 0.0% -0.0% 0.0 0 -38,722 0
MSGS funds › MADISON SQUARE GRDN SPRT COR EXIT 0.0% -0.0% 0.0 0 -5,400 0
KR funds › KROGER CO EXIT 0.0% -0.0% 0.0 0 -16,388 0
SPG funds › SIMON PPTY GROUP INC NEW EXIT 0.0% -0.1% 0.0 0 -99,928 0
AES funds › AES CORP EXIT Common Stock 0.0% -0.0% 0.0 0 -411,000 0
MTD funds › METTLER TOLEDO INTERNATIONAL EXIT 0.0% -0.0% 0.0 0 -4,000 0
MDLZ funds › MONDELEZ INTL INC EXIT 0.0% -0.1% 0.0 0 -328,000 0
CXM funds › SPRINKLR INC EXIT 0.0% -0.0% 0.0 0 -624,800 0
EFX funds › EQUIFAX INC EXIT 0.0% -0.2% 0.0 0 -170,000 0
MCHP funds › MICROCHIP TECHNOLOGY INC. EXIT 0.0% -0.2% 0.0 0 -557,040 0
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR EXIT 0.0% -0.0% 0.0 0 -6,326 0
ABCB funds › AMERIS BANCORP EXIT 0.0% -0.0% 0.0 0 -36,000 0
DOC funds › HEALTHPEAK PROPERTIES INC EXIT 0.0% -0.1% 0.0 0 -543,000 0
AVB funds › AVALONBAY CMNTYS INC EXIT 0.0% -0.0% 0.0 0 -23,000 0
PANW funds › PALO ALTO NETWORKS INC EXIT 0.0% -0.0% 0.0 0 -48,908 0
WDC funds › WESTERN DIGITAL CORP EXIT 0.0% -0.4% 0.0 0 -211,200 0
LSTR funds › LANDSTAR SYS INC EXIT 0.0% -0.0% 0.0 0 -14,989 0
FNDF funds › SCHWAB STRATEGIC TR EXIT 0.0% -0.1% 0.0 0 -200,000 0
VTRS funds › VIATRIS INC EXIT 0.0% -0.2% 0.0 0 -1,901,000 0
INVH funds › INVITATION HOMES INC EXIT 0.0% -0.2% 0.0 0 -1,028,098 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 22,984 320 0.38 36% 0.020 0.365 entered
2026Q1 15,723 329 0.00 39% 0.021 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