Fund Universe

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☆Sun Mountain Capital Ltd

CIK 1636044 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.445
AUM ($M)
184
Positions
2
Turnover
0.28
Top-10 wt
100%
Herfindahl
0.593
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $184M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IWF funds › ISHARES TR ADD — 71.6% -28.4% 131.9 1,061,852 +796,389 2 —
☆EWJ funds › ISHARES INC NEW — 28.4% +28.4% 52.4 561,388 +561,388 1 —

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 184 2 0.28 100% 0.593 0.447 — in
2026Q1 113 1 0.00 100% 1.000 0.868 — entered
2025Q4 126 1 0.00 100% 1.000 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