Fund Universe

Markin Asset Management, LP

CIK 0002110806 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.342
AUM ($M)
117
Positions
47
Turnover
0.16
Top-10 wt
71%
Herfindahl
0.096
History (qtrs)
3
Excess Return
not eligible

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Quarter
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Security type

Holdings · 49 positions · portfolio value $117M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AGG funds › ISHARES TR TRIM 24.6% -7.4% 28.8 290,898 -3,487 2
XLK funds › SELECT SECTOR SPDR TR ADD 12.3% +2.0% 14.3 75,236 +4,748 2
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 7.5% +2.8% 8.8 11,738 +5,137 2
TFLO funds › ISHARES TR TRIM 6.0% -2.5% 7.0 138,285 -13,867 2
XLF funds › SELECT SECTOR SPDR TR ADD 4.3% +0.2% 5.0 93,802 +17,681 2
RSP funds › INVESCO EXCHANGE TRADED FD T NEW 4.0% +4.0% 4.6 21,703 +21,703 1
XLV funds › SELECT SECTOR SPDR TR ADD 3.3% +0.4% 3.8 24,041 +6,332 2
XLI funds › SELECT SECTOR SPDR TR ADD 3.1% +0.3% 3.7 19,707 +3,813 2
XLY funds › SELECT SECTOR SPDR TR ADD 3.1% +0.3% 3.6 31,064 +7,777 2
XLC funds › SELECT SECTOR SPDR TR ADD 3.1% -0.0% 3.6 33,833 +8,230 2
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 2.7% +2.4% 3.2 38,124 +34,441 2
QQQ funds › INVESCO QQQ TR TRIM 2.1% -0.1% 2.4 3,276 -119 2
IEI funds › ISHARES TR TRIM 2.0% -1.3% 2.3 19,531 -5,146 2
VOO funds › VANGUARD INDEX FDS TRIM 1.8% -0.3% 2.2 3,146 -138 2
AAPL funds › APPLE INC TRIM Common Stock 1.8% -0.3% 2.1 7,395 -110 2
GOOG funds › ALPHABET INC ADD Common Stock 1.7% +0.9% 2.0 5,733 +2,943 2
GLD funds › SPDR GOLD TR TRIM 1.7% -1.0% 2.0 5,476 -239 2
XLP funds › SELECT SECTOR SPDR TR ADD 1.7% +0.2% 2.0 23,687 +7,379 2
MSFT funds › MICROSOFT CORP TRIM 1.5% -0.5% 1.7 4,639 -272 2
SHY funds › ISHARES TR TRIM 0.9% -0.4% 1.1 13,289 -1,052 2
NVDA funds › NVIDIA CORPORATION TRIM 0.9% -0.1% 1.1 5,370 -167 2
XLU funds › SELECT SECTOR SPDR TR ADD 0.8% -0.1% 1.0 21,470 +2,691 2
XLRE funds › SELECT SECTOR SPDR TR ADD 0.8% +0.0% 0.9 20,443 +4,048 2
XLE funds › SELECT SECTOR SPDR TR TRIM 0.8% -0.5% 0.9 16,556 -2,223 2
AMZN funds › AMAZON COM INC TRIM Common Stock 0.7% -0.1% 0.8 3,490 -101 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.7% -0.2% 0.8 1,528 -152 2
XLB funds › SELECT SECTOR SPDR TR ADD 0.6% +0.0% 0.8 14,876 +3,924 2
MU funds › MICRON TECHNOLOGY INC NEW 0.5% +0.5% 0.5 466 +466 1
TSLA funds › TESLA INC HOLD 0.4% -0.1% 0.5 1,135 +0 2
LLY funds › ELI LILLY & CO HOLD 0.4% +0.0% 0.5 396 +0 2
IEF funds › ISHARES TR TRIM 0.4% -0.2% 0.4 4,578 -934 2
GOOGL funds › ALPHABET INC TRIM Common Stock 0.4% -0.1% 0.4 1,163 -242 2
LRCX funds › LAM RESEARCH CORP NEW 0.3% +0.3% 0.4 873 +873 1
CBOY funds › CALAMOS ETF TR HOLD 0.3% -0.1% 0.4 14,651 +0 2
CUSIP:12811T688 funds › CALAMOS ETF TR TRIM 0.3% -0.1% 0.4 15,022 -282 2
VTI funds › VANGUARD INDEX FDS HOLD 0.3% -0.0% 0.3 875 +0 2
WDC funds › WESTERN DIGITAL CORP NEW 0.2% +0.2% 0.3 434 +434 1
AMAT funds › APPLIED MATLS INC NEW Common Stock 0.2% +0.2% 0.3 352 +352 1
KLAC funds › KLA CORP NEW 0.2% +0.2% 0.3 830 +830 1
AMD funds › ADVANCED MICRO DEVICES INC NEW Common Stock 0.2% +0.2% 0.2 428 +428 1
VRT funds › VERTIV HOLDINGS CO NEW 0.2% +0.2% 0.2 735 +735 1
GEV funds › GE VERNOVA INC NEW 0.2% +0.2% 0.2 208 +208 1
AOA funds › ISHARES TR HOLD 0.2% -0.0% 0.2 2,362 +0 2
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.2% +0.2% 0.2 736 +736 1
IWR funds › ISHARES TR NEW 0.2% +0.2% 0.2 1,952 +1,952 1
IAGG funds › ISHARES TR TRIM 0.2% -0.1% 0.2 4,236 -403 2
FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM 0.2% -0.1% 0.2 4,166 -109 2
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -1,370 0
AVGO funds › BROADCOM INC EXIT 0.0% -0.2% 0.0 0 -670 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 117 47 0.16 71% 0.096 0.343 in
2026Q1 91 38 0.21 74% 0.133 0.258 entered
2025Q4 91 45 0.00 64% 0.063 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