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CIK: 0001608034
Total reported value
$272.6M
$272.6M
88 檔
29.0%
During the Q2 2024 filing period, Lunt Capital Management, Inc. (CIK: 0001608034) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $272.6M across 88 reported positions.
During Q2 2024, Lunt Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 17.77% | +0.60% | -8.88% | |
| 2 | TPL | Texas Pacific Land CORP | Stock-Energy | 5.82% | -1.47% | -0.46% | |
| 3 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 5.66% | +0.31% | +0.86% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-Other | 5.27% | — | +2.89% | |
| 5 | FCTR | First Trust Lunt US Factor | ETF-Other | 4.42% | +0.31% | +2.45% | |
| 6 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 3.97% | +0.39% | +1.96% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.71% | +0.35% | -10.87% | |
| 8 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.30% | +0.27% | +6.91% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.80% | -0.16% | +1.23% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.61% | -0.14% | +3.87% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.38% | — | +4.26% | |
| 12 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.12% | +0.17% | +36.70% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.16% | +12.35% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.85% | — | -30.60% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.76% | +0.17% | +14.56% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.68% | +0.08% | +14.35% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.43% | — | +3.98% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.38% | +0.02% | +52.91% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.34% | -0.07% | +3.67% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.31% | -0.13% | +3.72% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.25% | — | -0.82% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.20% | -0.10% | +63.77% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.18% | +0.02% | +7.17% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.15% | +0.05% | -3.20% | |
| 25 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.11% | +0.02% | +4.43% | |
| 26 | DINT | Davis Select International | ETF-Other | 1.07% | -0.02% | +8.11% | |
| 27 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.98% | -0.04% | +6.64% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.93% | +0.20% | -37.03% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.87% | +0.16% | +13.22% | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.85% | — | +12.54% | |
| 31 | SECT | Main Sector Rotation ETF | ETF-Other | 0.85% | +0.11% | +14.16% | |
| 32 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.82% | -0.13% | EXIT | |
| 33 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.77% | +0.29% | +12.54% | |
| 34 | HQY | Healthequity Inc | Stock-Healthcare | 0.75% | — | — | |
| 35 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.75% | +0.09% | +11.02% | |
| 36 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.62% | — | -0.36% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | +0.27% | -18.59% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | — | +75.90% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.52% | +1.18% | NEW | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.49% | — | -49.70% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.43% | -0.04% | — | |
| 42 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.42% | — | — | |
| 43 | TRAK | Repositrak Inc | Stock-Other | 0.41% | +0.05% | — | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.39% | +0.17% | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.36% | — | +2.51% | |
| 46 | TRND | Pacer Trendpilot Funds Of Fd | ETF-Other | 0.35% | +0.01% | -14.16% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.32% | -0.26% | EXIT | |
| 48 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.31% | — | -0.15% | |
| 49 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.31% | +0.06% | — | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.31% | — | — |
According to official SEC Form 13F filings, Lunt Capital Management, Inc. reported a total U.S. public equity portfolio value of $272.6M across 88 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, TPL, PALC) accounted for 29.0% of total reported equity market value during Q2 2024.
During Q2 2024, Lunt Capital Management, Inc.'s top holdings by market value included USFR (17.8%)、TPL (5.8%)、PALC (5.7%). The largest single position, USFR, represented 17.8% of total portfolio value.
In Q2 2024, Lunt Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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