Fund Universe

SIG BROKERAGE, LP

CIK 1094429 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.013
AUM ($M)
626
Positions
305
Turnover
0.56
Top-10 wt
40%
Herfindahl
0.029
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 382 positions · portfolio value $626M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AMD funds › ADVANCED MICRO DEVICES INC ADD 10.1% +9.7% 63.2 108,775 +102,034 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 9.9% +8.6% 62.1 130,109 +115,850 2
AVGO funds › BROADCOM INC NEW 4.6% +4.6% 28.7 75,956 +75,956 1
NBIS funds › NEBIUS GROUP N.V. ADD 3.2% +3.0% 20.0 72,494 +67,117 2
TSLA funds › TESLA INC ADD 2.6% +2.2% 16.1 38,210 +34,367 2
CRWD funds › CROWDSTRIKE HLDGS INC ADD 2.1% +1.8% 13.1 17,159 +14,150 2
EUFN funds › ISHARES TR TRIM 2.0% -1.8% 12.7 325,350 -64,616 2
BAC funds › BANK OF AMER CORP ADD 1.9% -0.4% 12.1 211,833 +42,814 4
GOOGL funds › ALPHABET INC ADD 1.8% +1.1% 11.3 31,719 +23,432 4
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 1.8% -0.4% 11.1 22,390 +4,785 4
SCHW funds › SCHWAB CHARLES CORP ADD 1.6% -1.3% 9.9 107,681 +58 4
MRK funds › MERCK & CO INC ADD 1.4% -0.6% 8.7 67,374 +7,818 4
LRCX funds › LAM RESEARCH CORP ADD 1.4% +0.6% 8.6 19,841 +6,538 4
AMZN funds › AMAZON COM INC ADD 1.2% +0.5% 7.8 32,766 +20,224 3
XLB funds › SELECT SECTOR SPDR TR TRIM 1.2% -2.2% 7.5 148,406 -94,053 2
CB funds › CHUBB LIMITED ADD 1.1% -0.6% 6.7 19,751 +1,790 4
HD funds › HOME DEPOT INC TRIM 1.1% -1.3% 6.7 19,043 -6,396 4
GILD funds › GILEAD SCIENCES INC ADD 1.1% -1.0% 6.7 52,809 +1,506 4
TXN funds › TEXAS INSTRS INC NEW 1.0% +1.0% 6.5 21,785 +21,785 1
DVY funds › ISHARES TR HOLD 0.9% -0.6% 5.5 34,954 +0 4
HYG funds › ISHARES TR NEW 0.9% +0.9% 5.4 67,589 +67,589 1
IEF funds › ISHARES TR TRIM 0.9% -1.3% 5.4 56,755 -21,665 2
META funds › META PLATFORMS INC TRIM 0.9% -1.4% 5.4 9,501 -4,579 2
GLW funds › CORNING INC ADD 0.8% +0.2% 5.1 19,814 +2,940 3
HUM funds › HUMANA INC ADD 0.8% +0.7% 4.9 12,244 +11,033 3
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.8% +0.8% 4.8 6,453 +6,453 1
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.7% -0.8% 4.5 10,844 -9,508 3
TMUS funds › T-MOBILE US INC ADD 0.7% +0.6% 4.5 26,863 +25,264 4
GS funds › GOLDMAN SACHS GROUP INC ADD 0.7% +0.4% 4.5 4,414 +3,140 2
AMAT funds › APPLIED MATLS INC NEW 0.7% +0.7% 4.2 5,788 +5,788 1
VTRS funds › VIATRIS INC ADD 0.7% -0.2% 4.1 258,854 +33,001 4
GEV funds › GE VERNOVA INC NEW 0.6% +0.6% 4.0 3,428 +3,428 1
SOXX funds › ISHARES TR ADD 0.6% +0.2% 3.9 6,073 +1,640 3
UNP funds › UNION PAC CORP NEW 0.6% +0.6% 3.7 13,640 +13,640 1
EWJ funds › ISHARES INC ADD 0.6% +0.2% 3.7 39,750 +25,000 4
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.6% +0.6% 3.6 12,061 +12,061 1
IWD funds › ISHARES TR HOLD 0.5% -0.3% 3.4 13,889 +0 4
W funds › WAYFAIR INC NEW 0.5% +0.5% 3.3 36,107 +36,107 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.5% +0.5% 3.3 7,674 +7,674 1
SPHR funds › SPHERE ENTERTAINMENT CO ADD 0.5% -0.0% 3.3 18,955 +2,614 4
DIA funds › STATE STR SPDR DOW JONES IND HOLD 0.5% -0.3% 3.2 6,050 +0 4
SPHB funds › INVESCO EXCH TRADED FD TR II HOLD 0.5% -0.2% 3.1 20,000 +0 4
INDA funds › ISHARES TR TRIM 0.5% -0.5% 2.9 59,539 -15,033 4
MTUM funds › ISHARES TR TRIM 0.5% -0.7% 2.9 8,561 -8,078 4
XLP funds › SELECT SECTOR SPDR TR HOLD 0.5% -0.3% 2.9 35,037 +0 2
MAR funds › MARRIOTT INTL INC NEW ADD 0.5% -0.1% 2.9 7,767 +2,149 4
SPGI funds › S&P GLOBAL INC TRIM 0.4% -0.6% 2.8 6,846 -1,939 4
NEE funds › NEXTERA ENERGY INC ADD 0.4% -0.2% 2.8 31,508 +7,510 4
XLI funds › SELECT SECTOR SPDR TR TRIM 0.4% -0.6% 2.7 14,681 -8,780 4
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.4% +0.1% 2.6 27,442 +18,763 4
AKAM funds › AKAMAI TECHNOLOGIES INC ADD 0.4% +0.1% 2.6 21,936 +12,289 2
KO funds › COCA COLA CO TRIM 0.4% -0.3% 2.5 31,367 -1,830 4
SAP funds › SAP SE ADD 0.4% -0.2% 2.5 16,479 +3,908 2
NOW funds › SERVICENOW INC NEW 0.4% +0.4% 2.5 25,576 +25,576 1
DIS funds › DISNEY WALT CO ADD 0.4% -0.0% 2.5 26,362 +10,029 4
CSX funds › CSX CORP TRIM 0.4% -0.4% 2.5 52,905 -17,121 4
DNTH funds › DIANTHUS THERAPEUTICS INC ADD 0.4% -0.1% 2.4 24,600 +4,308 2
APA funds › APA CORPORATION ADD 0.4% -0.1% 2.3 71,895 +31,041 4
LITE funds › LUMENTUM HLDGS INC ADD 0.4% +0.2% 2.3 2,672 +1,915 2
SCCO funds › SOUTHERN COPPER CORP TRIM 0.4% -0.8% 2.3 13,105 -10,690 2
SANM funds › SANMINA CORP NEW 0.4% +0.4% 2.3 8,993 +8,993 1
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.4% -0.3% 2.3 67,861 +6,339 4
MDB funds › MONGODB INC ADD 0.4% -0.0% 2.3 6,719 +1,463 2
GOOG funds › ALPHABET INC NEW 0.4% +0.4% 2.2 6,333 +6,333 1
XLF funds › SELECT SECTOR SPDR TR ADD 0.3% -0.2% 2.1 40,025 +3,869 4
SPYM funds › SPDR SERIES TRUST HOLD 0.3% -0.2% 2.1 24,000 +0 4
NKE funds › NIKE INC NEW 0.3% +0.3% 2.1 51,373 +51,373 1
TGT funds › TARGET CORP NEW 0.3% +0.3% 2.1 16,066 +16,066 1
VLO funds › VALERO ENERGY CORP ADD 0.3% +0.0% 2.1 7,889 +3,649 2
FEZ funds › SPDR INDEX SHS FDS ADD 0.3% +0.0% 2.0 29,700 +12,200 4
BKNG funds › BOOKING HOLDINGS INC ADD 0.3% +0.1% 2.0 11,217 +11,065 2
IYT funds › ISHARES TR HOLD 0.3% -0.2% 1.8 21,085 +0 4
SU funds › SUNCOR ENERGY INC NEW NEW 0.3% +0.3% 1.8 33,808 +33,808 1
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI ADD 0.3% +0.1% 1.8 6,590 +1,271 2
LLY funds › ELI LILLY & CO TRIM 0.3% -0.6% 1.8 1,487 -1,988 4
PSKY funds › PARAMOUNT SKYDANCE CORP NEW 0.3% +0.3% 1.8 179,293 +179,293 1
TEVA funds › TEVA PHARMACEUTICAL INDS LTD ADD 0.3% -0.1% 1.7 50,850 +12,383 2
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.3% -0.3% 1.7 14,572 +849 2
CEG funds › CONSTELLATION ENERGY CORP NEW 0.3% +0.3% 1.6 6,534 +6,534 1
ADBE funds › ADOBE INC ADD 0.3% +0.2% 1.6 7,730 +6,792 2
BX funds › BLACKSTONE INC ADD 0.2% +0.1% 1.6 13,212 +9,206 2
XPO funds › XPO INC ADD 0.2% -0.1% 1.5 7,442 +628 2
LUV funds › SOUTHWEST AIRLS CO NEW 0.2% +0.2% 1.5 29,123 +29,123 1
BG funds › BUNGE GLOBAL SA ADD 0.2% -0.1% 1.5 13,893 +5,823 2
LQD funds › ISHARES TR TRIM 0.2% -1.2% 1.5 13,575 -31,914 3
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.2% -0.3% 1.5 8,395 -1,643 4
BIIB funds › BIOGEN INC ADD 0.2% -0.0% 1.5 6,824 +1,324 4
PGR funds › PROGRESSIVE CORP TRIM 0.2% -0.3% 1.5 6,732 -2,135 4
USO funds › UNITED STS OIL FD LP NEW 0.2% +0.2% 1.4 13,351 +13,351 1
ANET funds › ARISTA NETWORKS INC NEW 0.2% +0.2% 1.4 8,256 +8,256 1
UAL funds › UNITED AIRLS HLDGS INC TRIM 0.2% -0.7% 1.4 10,138 -24,848 4
WMB funds › WILLIAMS COS INC NEW 0.2% +0.2% 1.4 18,488 +18,488 1
RBRK funds › RUBRIK INC. NEW 0.2% +0.2% 1.3 16,658 +16,658 1
PFE funds › PFIZER INC ADD 0.2% -0.0% 1.3 52,022 +21,336 4
CRWV funds › COREWEAVE INC TRIM 0.2% -0.2% 1.2 12,244 -7,341 4
TKR funds › TIMKEN CO ADD 0.2% +0.1% 1.2 8,072 +5,251 2
XLK funds › SELECT SECTOR SPDR TR NEW 0.2% +0.2% 1.2 6,118 +6,118 1
TPL funds › TEXAS PACIFIC LAND CORPORATI ADD 0.2% +0.0% 1.2 2,638 +1,437 2
IYR funds › ISHARES TR HOLD 0.2% -0.1% 1.1 11,092 +0 2
MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD 0.2% -0.1% 1.1 1,600 +0 4
IP funds › INTERNATIONAL PAPER CO NEW 0.2% +0.2% 1.1 29,529 +29,529 1
HOOD funds › ROBINHOOD MKTS INC NEW 0.2% +0.2% 1.1 11,174 +11,174 1
CODI funds › COMPASS DIVERSIFIED ADD 0.2% +0.0% 1.1 101,787 +34,952 2
RMD funds › RESMED INC ADD 0.2% -0.0% 1.1 5,525 +2,509 4
NCLH funds › NORWEGIAN CRUISE LINE HLDGS NEW 0.2% +0.2% 1.1 50,913 +50,913 1
ALGM funds › ALLEGRO MICROSYSTEMS INC NEW 0.2% +0.2% 1.1 15,306 +15,306 1
DDOG funds › DATADOG INC NEW 0.2% +0.2% 1.1 4,047 +4,047 1
VALE funds › VALE S A NEW 0.2% +0.2% 1.1 70,032 +70,032 1
ATEN funds › A10 NETWORKS INC NEW 0.2% +0.2% 1.0 27,838 +27,838 1
EXE funds › EXPAND ENERGY CORPORATION NEW 0.2% +0.2% 1.0 10,982 +10,982 1
WDAY funds › WORKDAY INC NEW 0.2% +0.2% 1.0 8,157 +8,157 1
ABT funds › ABBOTT LABORATORIES NEW 0.2% +0.2% 1.0 10,942 +10,942 1
INTU funds › INTUIT NEW 0.2% +0.2% 1.0 3,713 +3,713 1
BA funds › BOEING CO NEW 0.2% +0.2% 0.9 4,343 +4,343 1
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.9 21,998 +9,287 2
NXPI funds › NXP SEMICONDUCTORS N V NEW 0.1% +0.1% 0.9 3,310 +3,310 1
APO funds › APOLLO GLOBAL MGMT INC NEW 0.1% +0.1% 0.9 7,794 +7,794 1
KMI funds › KINDER MORGAN INC DEL NEW 0.1% +0.1% 0.9 28,286 +28,286 1
MTZ funds › MASTEC INC NEW 0.1% +0.1% 0.9 2,155 +2,155 1
MPC funds › MARATHON PETE CORP ADD 0.1% +0.1% 0.9 3,493 +2,438 2
CBT funds › CABOT CORP NEW 0.1% +0.1% 0.9 9,759 +9,759 1
MELI funds › MERCADOLIBRE INC NEW 0.1% +0.1% 0.9 521 +521 1
RIVN funds › RIVIAN AUTOMOTIVE INC NEW 0.1% +0.1% 0.9 50,823 +50,823 1
EOG funds › EOG RES INC ADD 0.1% +0.1% 0.9 6,796 +4,639 3
FUTU funds › FUTU HLDGS LTD NEW 0.1% +0.1% 0.9 9,273 +9,273 1
MNST funds › MONSTER BEVERAGE CORP NEW ADD 0.1% -0.0% 0.9 9,032 +1,613 4
DHI funds › D R HORTON INC TRIM 0.1% -0.1% 0.9 5,255 -700 4
MDLZ funds › MONDELEZ INTL INC NEW 0.1% +0.1% 0.9 14,779 +14,779 1
COP funds › CONOCOPHILLIPS ADD 0.1% -0.0% 0.8 8,154 +4,449 2
KRE funds › SPDR SERIES TRUST TRIM 0.1% -0.8% 0.8 11,227 -39,929 4
CORZ funds › CORE SCIENTIFIC INC NEW TRIM 0.1% -0.2% 0.8 32,257 -45,407 2
PSX funds › PHILLIPS 66 ADD 0.1% +0.1% 0.8 4,758 +3,485 2
DINO funds › HF SINCLAIR CORP NEW 0.1% +0.1% 0.8 11,424 +11,424 1
F funds › FORD MTR CO NEW 0.1% +0.1% 0.8 56,958 +56,958 1
PBF funds › PBF ENERGY INC NEW 0.1% +0.1% 0.8 17,311 +17,311 1
FCX funds › FREEPORT MCMORAN INC ADD 0.1% +0.1% 0.8 12,525 +8,255 2
AIG funds › AMERICAN INTL GROUP INC NEW 0.1% +0.1% 0.8 10,480 +10,480 1
OXY funds › OCCIDENTAL PETE CORP ADD 0.1% -0.1% 0.8 16,000 +5,480 4
LMT funds › LOCKHEED MARTIN CORP NEW 0.1% +0.1% 0.8 1,525 +1,525 1
MUR funds › MURPHY OIL CORP NEW 0.1% +0.1% 0.8 23,753 +23,753 1
DK funds › DELEK US HLDGS INC NEW NEW 0.1% +0.1% 0.8 14,992 +14,992 1
CFG funds › CITIZENS FINL GROUP INC NEW 0.1% +0.1% 0.8 10,786 +10,786 1
DVN funds › DEVON ENERGY CORP NEW ADD 0.1% +0.0% 0.8 18,194 +12,455 4
TWLO funds › TWILIO INC ADD 0.1% +0.1% 0.7 3,634 +1,743 4
EQT funds › EQT CORP NEW 0.1% +0.1% 0.7 14,049 +14,049 1
NVMI funds › NOVA LTD NEW 0.1% +0.1% 0.7 1,368 +1,368 1
VNOM funds › VIPER ENERGY INC NEW 0.1% +0.1% 0.7 17,455 +17,455 1
AAOI funds › APPLIED OPTOELECTRONICS INC NEW 0.1% +0.1% 0.7 4,985 +4,985 1
CNX funds › CNX RES CORP NEW 0.1% +0.1% 0.7 21,513 +21,513 1
CHRD funds › CHORD ENERGY CORPORATION NEW 0.1% +0.1% 0.7 6,359 +6,359 1
PR funds › PERMIAN RESOURCES CORP NEW 0.1% +0.1% 0.7 39,472 +39,472 1
COF funds › CAPITAL ONE FINL CORP ADD 0.1% +0.0% 0.7 3,593 +2,050 2
JETS funds › ETF SER SOLUTIONS HOLD 0.1% -0.0% 0.7 21,664 +0 2
MSCI funds › MSCI INC NEW 0.1% +0.1% 0.7 1,254 +1,254 1
VG funds › VENTURE GLOBAL INC ADD 0.1% -0.0% 0.7 62,978 +26,851 3
MTDR funds › MATADOR RES CO NEW 0.1% +0.1% 0.7 13,949 +13,949 1
MGY funds › MAGNOLIA OIL & GAS CORP NEW 0.1% +0.1% 0.7 27,123 +27,123 1
AR funds › ANTERO RESOURCES CORP NEW 0.1% +0.1% 0.7 19,653 +19,653 1
RRC funds › RANGE RES CORP NEW 0.1% +0.1% 0.7 18,283 +18,283 1
MS funds › MORGAN STANLEY TRIM 0.1% -0.3% 0.7 3,248 -6,090 4
ZTS funds › ZOETIS INC ADD 0.1% +0.0% 0.7 9,356 +7,090 4
AEP funds › AMERICAN ELEC PWR CO INC NEW 0.1% +0.1% 0.7 4,836 +4,836 1
OIH funds › VANECK ETF TRUST HOLD 0.1% -0.1% 0.7 1,778 +0 2
WFC funds › WELLS FARGO & CO ADD 0.1% +0.0% 0.7 7,989 +4,138 2
ST funds › SENSATA TECHNOLOGIES HLDG PL NEW 0.1% +0.1% 0.7 13,725 +13,725 1
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.5% 0.7 3,944 -6,095 4
FFIV funds › F5 INC NEW 0.1% +0.1% 0.6 1,562 +1,562 1
MTD funds › METTLER TOLEDO INTERNATIONAL NEW 0.1% +0.1% 0.6 480 +480 1
MKC funds › MCCORMICK & CO INC NEW 0.1% +0.1% 0.6 12,089 +12,089 1
BIDU funds › BAIDU INC NEW 0.1% +0.1% 0.6 5,323 +5,323 1
ICLN funds › ISHARES TR HOLD 0.1% -0.1% 0.6 29,382 +0 4
Z funds › ZILLOW GROUP INC ADD 0.1% -0.0% 0.6 18,970 +6,908 4
CLMT funds › CALUMET INC NEW 0.1% +0.1% 0.6 16,226 +16,226 1
TEM funds › TEMPUS AI INC NEW 0.1% +0.1% 0.6 9,924 +9,924 1
HNGE funds › HINGE HEALTH INC NEW 0.1% +0.1% 0.6 6,909 +6,909 1
JD funds › JD.COM INC TRIM 0.1% -0.2% 0.6 22,459 -8,252 2
OKLO funds › OKLO INC ADD 0.1% -0.1% 0.6 10,756 +198 2
MSTR funds › STRATEGY INC TRIM 0.1% -0.2% 0.6 6,343 -1,473 2
DGRO funds › ISHARES TR HOLD 0.1% -0.1% 0.5 7,133 +0 4
RVMD funds › REVOLUTION MEDICINES INC NEW 0.1% +0.1% 0.5 2,846 +2,846 1
JNJ funds › JOHNSON & JOHNSON NEW 0.1% +0.1% 0.5 2,095 +2,095 1
ARKG funds › ARK ETF TR HOLD 0.1% -0.0% 0.5 12,635 +0 4
PNC funds › PNC FINL SVCS GROUP INC NEW 0.1% +0.1% 0.5 2,148 +2,148 1
MDT funds › MEDTRONIC PLC NEW 0.1% +0.1% 0.5 6,736 +6,736 1
RAL funds › RALLIANT CORP NEW 0.1% +0.1% 0.5 6,941 +6,941 1
BMY funds › BRISTOL-MYERS SQUIBB CO NEW 0.1% +0.1% 0.5 8,817 +8,817 1
VRNS funds › VARONIS SYS INC NEW 0.1% +0.1% 0.5 11,997 +11,997 1
BP funds › BP PLC NEW 0.1% +0.1% 0.5 13,162 +13,162 1
SHEL funds › SHELL PLC NEW 0.1% +0.1% 0.5 6,110 +6,110 1
TAN funds › INVESCO EXCH TRADED FD TR II HOLD 0.1% -0.1% 0.5 8,001 +0 4
FTAI funds › FTAI AVIATION LTD NEW 0.1% +0.1% 0.5 1,732 +1,732 1
MIAX funds › MIAMI INTL HLDGS INC TRIM 0.1% -0.2% 0.5 12,405 -10,784 2
COHR funds › COHERENT CORP TRIM 0.1% -0.1% 0.5 1,156 -733 2
ARES funds › ARES MANAGEMENT CORPORATION NEW 0.1% +0.1% 0.5 4,080 +4,080 1
SGI funds › SOMNIGROUP INTERNATIONAL INC NEW 0.1% +0.1% 0.4 5,670 +5,670 1
NBIX funds › NEUROCRINE BIOSCIENCES INC TRIM 0.1% -0.1% 0.4 2,618 -3,294 2
HIMS funds › HIMS & HERS HEALTH INC NEW 0.1% +0.1% 0.4 12,573 +12,573 1
SHOP funds › SHOPIFY INC NEW 0.1% +0.1% 0.4 3,808 +3,808 1
A funds › AGILENT TECHNOLOGIES INC TRIM 0.1% -0.0% 0.4 3,261 -230 4
UCO funds › PROSHARES TR II HOLD 0.1% -0.1% 0.4 13,100 +0 2
CUSIP:89055F103 funds › TOPBUILD COR NEW 0.1% +0.1% 0.4 1,216 +1,216 1
LEN funds › LENNAR CORP ADD 0.1% -0.0% 0.4 4,742 +1,846 3
CAT funds › CATERPILLAR INC NEW 0.1% +0.1% 0.4 401 +401 1
EL funds › LAUDER ESTEE COS INC TRIM 0.1% -0.1% 0.4 5,406 -1,269 4
AA funds › ALCOA CORP NEW 0.1% +0.1% 0.4 7,808 +7,808 1
CIEN funds › CIENA CORP NEW 0.1% +0.1% 0.4 819 +819 1
MOD funds › MODINE MFG CO NEW 0.1% +0.1% 0.4 1,486 +1,486 1
RKLB funds › ROCKET LAB CORP NEW 0.1% +0.1% 0.4 3,893 +3,893 1
MOH funds › MOLINA HEALTHCARE INC NEW 0.1% +0.1% 0.4 1,673 +1,673 1
SE funds › SEA LTD NEW 0.1% +0.1% 0.4 3,903 +3,903 1
PPLT funds › ABRDN PLATINUM ETF TRUST ADD 0.1% -0.1% 0.4 26,000 +23,400 3
AVAV funds › AEROVIRONMENT INC NEW 0.1% +0.1% 0.4 2,181 +2,181 1
VGNT funds › VERSIGENT PLC NEW 0.1% +0.1% 0.4 8,405 +8,405 1
SMCI funds › SUPER MICRO COMPUTER INC NEW 0.1% +0.1% 0.3 11,815 +11,815 1
USB funds › US BANCORP NEW 0.1% +0.1% 0.3 5,737 +5,737 1
CCL funds › CARNIVAL CORP LTD NEW 0.1% +0.1% 0.3 11,977 +11,977 1
ET funds › ENERGY TRANSFER L P NEW 0.1% +0.1% 0.3 17,715 +17,715 1
FSLR funds › FIRST SOLAR INC NEW 0.1% +0.1% 0.3 1,420 +1,420 1
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% -0.1% 0.3 1,000 -1,488 2
QLYS funds › QUALYS INC TRIM 0.1% -0.1% 0.3 2,411 -4,919 2
PLD funds › PROLOGIS INC. TRIM 0.1% -0.1% 0.3 2,428 -1,264 2
BRKR funds › BRUKER CORP NEW 0.1% +0.1% 0.3 5,428 +5,428 1
KOS funds › KOSMOS ENERGY LTD ADD 0.1% +0.0% 0.3 153,812 +127,524 4
VRSN funds › VERISIGN INC NEW 0.1% +0.1% 0.3 1,262 +1,262 1
DFTX funds › DEFINIUM THERAPEUTICS INC NEW 0.0% +0.0% 0.3 6,563 +6,563 1
FICO funds › FAIR ISAAC CORP NEW 0.0% +0.0% 0.3 256 +256 1
GLNG funds › GOLAR LNG LTD NEW 0.0% +0.0% 0.3 6,118 +6,118 1
ENPH funds › ENPHASE ENERGY INC NEW 0.0% +0.0% 0.3 6,123 +6,123 1
QCOM funds › QUALCOMM INC TRIM 0.0% -0.4% 0.3 1,618 -11,654 4
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.0% -0.2% 0.3 646 -860 3
PAGP funds › PLAINS GP HLDGS L P NEW 0.0% +0.0% 0.3 11,846 +11,846 1
WSM funds › WILLIAMS SONOMA INC TRIM 0.0% -1.0% 0.3 1,227 -18,810 2
LOW funds › LOWES COS INC ADD 0.0% -0.0% 0.3 1,297 +127 3
BSX funds › BOSTON SCIENTIFIC CORP NEW 0.0% +0.0% 0.3 6,694 +6,694 1
NOC funds › NORTHROP GRUMMAN CORP ADD 0.0% -0.0% 0.3 548 +208 3
AMGN funds › AMGEN INC NEW 0.0% +0.0% 0.3 768 +768 1
ITRN funds › ITURAN LOCATION AND CONTROL NEW 0.0% +0.0% 0.3 4,520 +4,520 1
APPF funds › APPFOLIO INC NEW 0.0% +0.0% 0.3 1,701 +1,701 1
APLD funds › APPLIED DIGITAL CORP NEW 0.0% +0.0% 0.3 7,247 +7,247 1
NYT funds › NEW YORK TIMES CO MTN BE ADD 0.0% -0.0% 0.3 3,858 +828 2
GIS funds › GENERAL MILLS INC NEW 0.0% +0.0% 0.3 7,718 +7,718 1
RH funds › RH TRIM 0.0% -0.1% 0.3 1,602 -2,272 2
KSPI funds › KASPI KZ JSC NEW 0.0% +0.0% 0.3 3,045 +3,045 1
ENOV funds › ENOVIS CORPORATION NEW 0.0% +0.0% 0.3 12,675 +12,675 1
POWL funds › POWELL INDS INC NEW 0.0% +0.0% 0.3 912 +912 1
CHKP funds › CHECK POINT SOFTWARE TECH LT NEW 0.0% +0.0% 0.3 1,972 +1,972 1
WOR funds › WORTHINGTON ENTERPRISES INC NEW 0.0% +0.0% 0.3 4,792 +4,792 1
CPNG funds › COUPANG INC NEW 0.0% +0.0% 0.3 14,610 +14,610 1
MAS funds › MASCO CORP TRIM 0.0% -0.0% 0.2 3,008 -911 3
EHC funds › ENCOMPASS HEALTH CORP NEW 0.0% +0.0% 0.2 2,421 +2,421 1
CRK funds › COMSTOCK RES INC NEW 0.0% +0.0% 0.2 16,224 +16,224 1
MUB funds › ISHARES TR NEW 0.0% +0.0% 0.2 2,228 +2,228 1
CTRI funds › CENTURI HOLDINGS INC NEW 0.0% +0.0% 0.2 7,898 +7,898 1
RKT funds › ROCKET COS INC ADD 0.0% -0.0% 0.2 15,093 +160 4
ISRG funds › INTUITIVE SURGICAL INC NEW 0.0% +0.0% 0.2 591 +591 1
LII funds › LENNOX INTL INC TRIM 0.0% -0.0% 0.2 409 -40 3
MTH funds › MERITAGE HOMES CORP NEW 0.0% +0.0% 0.2 2,793 +2,793 1
JCI funds › JOHNSON CONTROLS INTERNATION NEW 0.0% +0.0% 0.2 1,600 +1,600 1
NVS funds › NOVARTIS AG NEW 0.0% +0.0% 0.2 1,476 +1,476 1
MNDY funds › MONDAY COM LTD NEW 0.0% +0.0% 0.2 3,191 +3,191 1
COIN funds › COINBASE GLOBAL INC NEW 0.0% +0.0% 0.2 1,551 +1,551 1
BUZZ funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.2 6,000 +6,000 1
WMS funds › ADVANCED DRAIN SYS INC DEL NEW 0.0% +0.0% 0.2 1,412 +1,412 1
SKY funds › CHAMPION HOMES INC NEW 0.0% +0.0% 0.2 2,401 +2,401 1
ACI funds › ALBERTSONS COMPANIES INC NEW 0.0% +0.0% 0.2 15,622 +15,622 1
BTDR funds › BITDEER TECHNOLOGIES GROUP NEW 0.0% +0.0% 0.2 13,231 +13,231 1
COCO funds › VITA COCO CO INC NEW 0.0% +0.0% 0.2 3,150 +3,150 1
ROKU funds › ROKU INC TRIM 0.0% -0.3% 0.2 1,508 -10,155 2
PPC funds › PILGRIMS PRIDE CORP NEW 0.0% +0.0% 0.2 7,390 +7,390 1
WHD funds › CACTUS INC NEW 0.0% +0.0% 0.2 3,966 +3,966 1
REAL funds › THE REALREAL INC NEW 0.0% +0.0% 0.2 16,400 +16,400 1
OSPN funds › ONESPAN INC NEW 0.0% +0.0% 0.2 13,050 +13,050 1
BULL funds › WEBULL CORP HOLD 0.0% -0.0% 0.2 27,454 +0 2
CMPS funds › COMPASS PATHWAYS PLC NEW 0.0% +0.0% 0.2 12,290 +12,290 1
ONDS funds › ONDAS INC NEW 0.0% +0.0% 0.2 20,608 +20,608 1
EQX funds › EQUINOX GOLD CORP NEW 0.0% +0.0% 0.2 17,046 +17,046 1
NOK funds › NOKIA CORP TRIM 0.0% -0.1% 0.2 11,880 -42,174 3
AMPG funds › AMPLITECH GROUP INC NEW 0.0% +0.0% 0.2 21,782 +21,782 1
SG funds › SWEETGREEN INC NEW 0.0% +0.0% 0.1 14,044 +14,044 1
NWL funds › NEWELL BRANDS INC TRIM 0.0% -0.0% 0.1 18,966 -711 3
FRMI funds › FERMI INC TRIM 0.0% -0.0% 0.1 11,738 -4,309 2
AHCO funds › ADAPTHEALTH CORP TRIM 0.0% -0.2% 0.1 10,305 -40,127 4
CLF funds › CLEVELAND-CLIFFS INC NEW HOLD 0.0% -0.0% 0.1 11,075 +0 2
SOC funds › SABLE OFFSHORE CORP NEW 0.0% +0.0% 0.1 33,740 +33,740 1
CGNT funds › COGNYTE SOFTWARE LTD NEW 0.0% +0.0% 0.1 11,154 +11,154 1
LPL funds › LG DISPLAY CO LTD NEW 0.0% +0.0% 0.1 23,000 +23,000 1
TDOC funds › TELADOC HEALTH INC NEW 0.0% +0.0% 0.1 10,170 +10,170 1
SBET funds › SHARPLINK INC NEW 0.0% +0.0% 0.1 17,666 +17,666 1
TRTX funds › TPG RE FIN TR INC HOLD 0.0% -0.0% 0.1 10,105 +0 4
MSOS funds › ADVISORSHARES TR HOLD 0.0% -0.0% 0.1 15,450 +0 2
BBBY funds › BED BATH & BEYOND INC HOLD 0.0% -0.0% 0.1 12,764 +0 2
ADT funds › ADT INC DEL HOLD Common Stock 0.0% -0.0% 0.1 10,982 +0 4
NAK funds › NORTHERN DYNASTY MINERALS LT HOLD 0.0% -0.0% 0.1 36,957 +0 3
PTLO funds › PORTILLOS INC TRIM 0.0% -0.0% 0.1 14,564 -1,100 3
GALT funds › GALECTIN THERAPEUTICS INC HOLD 0.0% -0.0% 0.1 13,596 +0 4
CUSIP:57142B104 funds › MARQETA INC HOLD 0.0% -0.0% 0.1 14,891 +0 4
NPWR funds › NET POWER INC HOLD 0.0% -0.0% 0.1 31,942 +0 4
NMRA funds › NEUMORA THERAPEUTICS INC. HOLD 0.0% -0.0% 0.0 27,483 +0 4
VLN funds › VALENS SEMICONDUCTOR LTD NEW 0.0% +0.0% 0.0 19,954 +19,954 1
HCAT funds › HEALTH CATALYST INC HOLD 0.0% -0.0% 0.0 19,037 +0 2
CMPX funds › COMPASS THERAPEUTICS INC HOLD 0.0% -0.0% 0.0 14,496 +0 4
HTZ funds › HERTZ GLOBAL HLDGS INC TRIM 0.0% -0.0% 0.0 11,703 -800 2
CCO funds › CLEAR CHANNEL OUTDOOR HLDGS HOLD 0.0% -0.0% 0.0 10,000 +0 3
BTBT funds › BIT DIGITAL INC HOLD 0.0% -0.0% 0.0 10,312 +0 4
DCGO funds › DOCGO INC HOLD 0.0% -0.0% 0.0 25,000 +0 4
SNOW funds › SNOWFLAKE INC EXIT 0.0% -0.1% 0.0 0 -1,384 0
KMX funds › CARMAX INC EXIT 0.0% -0.1% 0.0 0 -7,576 0
MU funds › MICRON TECHNOLOGY INC EXIT 0.0% -1.8% 0.0 0 -18,631 0
XPEV funds › XPENG INC EXIT 0.0% -0.1% 0.0 0 -10,773 0
SMH funds › VANECK ETF TRUST EXIT 0.0% -1.5% 0.0 0 -13,652 0
CYTK funds › CYTOKINETICS INC EXIT 0.0% -0.1% 0.0 0 -6,011 0
TER funds › TERADYNE INC EXIT 0.0% -0.5% 0.0 0 -6,168 0
ESLT funds › ELBIT SYS LTD EXIT 0.0% -0.6% 0.0 0 -2,577 0
AER funds › AERCAP HOLDINGS NV EXIT 0.0% -0.3% 0.0 0 -7,549 0
AXSM funds › AXSOME THERAPEUTICS INC. EXIT 0.0% -0.1% 0.0 0 -2,298 0
KWEB funds › KRANESHARES TRUST EXIT 0.0% -0.5% 0.0 0 -57,731 0
CVI funds › CVR ENERGY INC EXIT 0.0% -0.2% 0.0 0 -17,816 0
RRX funds › REGAL REXNORD CORPORATION EXIT 0.0% -0.4% 0.0 0 -6,785 0
NFLX funds › NETFLIX INC. EXIT 0.0% -1.5% 0.0 0 -53,785 0
PTON funds › PELOTON INTERACTIVE INC EXIT 0.0% -0.0% 0.0 0 -31,591 0
CUSIP:127097103 funds › COTERRA ENERGY INC EXIT 0.0% -0.3% 0.0 0 -26,685 0
CUSIP:876511106 funds › TASEKO MINES LTD EXIT 0.0% -0.0% 0.0 0 -17,500 0
ASTS funds › AST SPACEMOBILE INC EXIT 0.0% -0.3% 0.0 0 -10,792 0
IREN funds › IREN LIMITED EXIT 0.0% -0.7% 0.0 0 -75,809 0
APP funds › APPLOVIN CORP EXIT 0.0% -0.4% 0.0 0 -3,489 0
EWZ funds › ISHARES INC EXIT 0.0% -2.6% 0.0 0 -236,657 0
MGA funds › MAGNA INTL INC EXIT 0.0% -0.1% 0.0 0 -8,734 0
RPD funds › RAPID7 INC EXIT 0.0% -0.0% 0.0 0 -12,450 0
KKR funds › KKR & CO INC EXIT 0.0% -0.1% 0.0 0 -4,889 0
ALGN funds › ALIGN TECHNOLOGY INC EXIT 0.0% -0.5% 0.0 0 -11,006 0
UPS funds › UNITED PARCEL SVCS INC EXIT 0.0% -0.2% 0.0 0 -5,432 0
ATI funds › ATI INC EXIT 0.0% -0.1% 0.0 0 -2,102 0
LULU funds › LULULEMON ATHLETICA INC EXIT 0.0% -0.3% 0.0 0 -6,783 0
EWY funds › ISHARES INC EXIT 0.0% -0.6% 0.0 0 -17,619 0
MCD funds › MCDONALDS CORP EXIT 0.0% -0.1% 0.0 0 -1,421 0
RITM funds › RITHM CAPITAL CORP EXIT 0.0% -0.0% 0.0 0 -10,084 0
CUSIP:497266106 funds › KIRBY CORP EXIT 0.0% -0.1% 0.0 0 -2,717 0
SYM funds › SYMBOTIC INC EXIT 0.0% -0.1% 0.0 0 -4,324 0
IBM funds › INTERNATIONAL BUSINESS MACHS EXIT 0.0% -0.2% 0.0 0 -2,239 0
CSGP funds › COSTAR GROUP INC EXIT 0.0% -0.1% 0.0 0 -6,424 0
V funds › VISA INC EXIT 0.0% -0.7% 0.0 0 -8,736 0
CDE funds › COEUR MNG INC EXIT 0.0% -0.1% 0.0 0 -10,039 0
CVS funds › CVS HEALTH CORP EXIT 0.0% -0.1% 0.0 0 -5,323 0
STUB funds › STUBHUB HLDGS INC EXIT 0.0% -0.0% 0.0 0 -11,254 0
AVTR funds › AVANTOR INC EXIT 0.0% -0.0% 0.0 0 -13,777 0
WDS funds › WOODSIDE ENERGY GROUP LTD EXIT 0.0% -0.1% 0.0 0 -15,095 0
DASH funds › DOORDASH INC EXIT 0.0% -0.1% 0.0 0 -3,413 0
NTRA funds › NATERA INC EXIT 0.0% -0.2% 0.0 0 -3,635 0
ISSC funds › INNOVATIVE SOLUTIONS & SUPPO EXIT 0.0% -0.1% 0.0 0 -12,023 0
CUSIP:87265H109 funds › TRI POINTE HOMES INC EXIT 0.0% -0.1% 0.0 0 -4,508 0
BNED funds › BARNES & NOBLE ED INC EXIT 0.0% -0.1% 0.0 0 -34,605 0
CRSP funds › CRISPR THERAPEUTICS AG EXIT 0.0% -0.1% 0.0 0 -4,326 0
APD funds › AIR PRODUCTS AND CHEMICALS I EXIT 0.0% -0.1% 0.0 0 -1,697 0
URNM funds › SPROTT FDS TR EXIT 0.0% -0.1% 0.0 0 -3,600 0
PLXS funds › PLEXUS CORP EXIT 0.0% -0.3% 0.0 0 -5,539 0
LNG funds › CHENIERE ENERGY INC EXIT 0.0% -0.1% 0.0 0 -853 0
RGLD funds › ROYAL GOLD INC EXIT 0.0% -0.1% 0.0 0 -846 0
XLV funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.4% 0.0 0 -10,178 0
CRUS funds › CIRRUS LOGIC INC EXIT 0.0% -0.2% 0.0 0 -4,558 0
AWK funds › AMERICAN WTR WKS CO INC NEW EXIT 0.0% -0.2% 0.0 0 -6,343 0
UWMC funds › UWM HOLDINGS CORPORATION EXIT 0.0% -0.0% 0.0 0 -21,072 0
WRBY funds › WARBY PARKER INC EXIT 0.0% -0.2% 0.0 0 -31,150 0
SYF funds › SYNCHRONY FINANCIAL EXIT 0.0% -0.3% 0.0 0 -13,080 0
GWW funds › WW GRAINGER INC EXIT 0.0% -0.2% 0.0 0 -560 0
TTE funds › TOTALENERGIES SE EXIT 0.0% -0.1% 0.0 0 -5,013 0
TRGP funds › TARGA RES CORP EXIT 0.0% -0.1% 0.0 0 -1,370 0
NXT funds › NEXTPOWER INC EXIT 0.0% -0.1% 0.0 0 -1,825 0
MET funds › METLIFE INC EXIT 0.0% -0.1% 0.0 0 -6,789 0
SLS funds › SELLAS LIFE SCIENCES GROUP I EXIT 0.0% -0.0% 0.0 0 -15,429 0
ORCL funds › ORACLE CORP EXIT 0.0% -0.7% 0.0 0 -17,348 0
OMC funds › OMNICOM GROUP INC EXIT 0.0% -0.3% 0.0 0 -14,720 0
U funds › UNITY SOFTWARE INC EXIT 0.0% -0.2% 0.0 0 -34,663 0
CVNA funds › CARVANA CO EXIT 0.0% -0.2% 0.0 0 -2,729 0
BROS funds › DUTCH BROS INC EXIT 0.0% -0.1% 0.0 0 -4,665 0
FXI funds › ISHARES TR EXIT 0.0% -3.6% 0.0 0 -350,459 0
ARCC funds › ARES CAPITAL CORP EXIT 0.0% -0.1% 0.0 0 -20,508 0
PEP funds › PEPSICO INC EXIT 0.0% -1.2% 0.0 0 -27,649 0
CRCL funds › CIRCLE INTERNET GROUP INC EXIT 0.0% -0.1% 0.0 0 -2,257 0
INTC funds › INTEL CORP EXIT 0.0% -0.2% 0.0 0 -14,581 0
NOTVQ funds › INOTIV INC EXIT 0.0% -0.0% 0.0 0 -12,000 0
TROX funds › TRONOX HOLDINGS PLC EXIT 0.0% -0.1% 0.0 0 -31,384 0
DAL funds › DELTA AIR LINES INC EXIT 0.0% -0.1% 0.0 0 -3,675 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 626 305 0.56 40% 0.029 0.013 in
2026Q1 354 229 0.49 28% 0.014 0.012 in
2025Q4 297 194 0.49 27% 0.014 0.008 in
2025Q3 397 225 0.55 40% 0.046 0.010 entered
2025Q2 364 229 0.71 32% 0.019 0.000 out
2025Q1 343 147 0.00 59% 0.087 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