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CIK: 0001608034
Total reported value
$272.6M
$272.6M
91 檔
27.5%
According to the latest 13F quarterly dataset, Lunt Capital Management, Inc. managed an equity portfolio of $272.6M at the end of Q3 2024, spanning 91 distinct U.S. exchange-listed positions.
During Q3 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 | 15.31% | +0.60% | -8.99% | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 5.55% | +0.31% | +1.53% | |
| 3 | VRIG | Invesco Variable Rate Invest | ETF-Other | 5.13% | — | +2.91% | |
| 4 | TPL | Texas Pacific Land CORP | Stock-Energy | 4.66% | -1.47% | -29.92% | |
| 5 | FCTR | First Trust Lunt US Factor | ETF-Other | 4.37% | +0.31% | +3.98% | |
| 6 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 4.06% | +0.39% | +2.52% | |
| 7 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.55% | +0.27% | +2.77% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.37% | +0.35% | -4.04% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.84% | -0.16% | +3.97% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.66% | -0.14% | +3.36% | |
| 11 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.54% | +0.17% | +22.80% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.24% | — | -1.89% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | +0.16% | +9.43% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.01% | +0.17% | +10.32% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.89% | +0.02% | +29.07% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.84% | +0.08% | +7.29% | |
| 17 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.70% | — | -3.06% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.63% | -0.10% | +34.58% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.51% | — | +7.88% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.37% | -0.07% | +4.04% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.34% | -0.13% | +3.87% | |
| 22 | DINT | Davis Select International | ETF-Other | 1.34% | -0.02% | +8.77% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.29% | +0.02% | +7.70% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.21% | — | -2.96% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.16% | +0.05% | -0.52% | |
| 26 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.16% | +0.02% | +6.29% | |
| 27 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.11% | -0.04% | +17.81% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.00% | -0.46% | EXIT | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.94% | +0.27% | +62.03% | |
| 30 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.93% | -0.13% | EXIT | |
| 31 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.91% | — | +6.94% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.90% | +0.16% | +7.92% | |
| 33 | SECT | Main Sector Rotation ETF | ETF-Other | 0.90% | +0.11% | +6.46% | |
| 34 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.82% | +0.09% | +7.68% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.81% | +0.20% | -7.73% | |
| 36 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.81% | +0.29% | +9.23% | |
| 37 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.67% | — | — | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.56% | — | — | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.52% | -0.19% | — | |
| 40 | TRAK | Repositrak Inc | Stock-Other | 0.47% | +0.05% | — | |
| 41 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.44% | — | — | |
| 42 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.43% | — | — | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.43% | — | — | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.41% | +0.17% | — | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.41% | -0.04% | — | |
| 46 | METC | Ramaco Resources Inc-a | Stock-Other | 0.39% | -1.46% | +619.00% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.33% | — | — | |
| 48 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.32% | +0.06% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.31% | +0.02% | — | |
| 50 | IDLV | Invesco S&p International De | ETF-Other | 0.31% | -0.66% | EXIT |
According to official SEC Form 13F filings, Lunt Capital Management, Inc. reported a total U.S. public equity portfolio value of $272.6M across 91 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, PALC, VRIG) accounted for 27.5% of total reported equity market value during Q3 2024.
During Q3 2024, Lunt Capital Management, Inc.'s top holdings by market value included USFR (15.3%)、PALC (5.5%)、VRIG (5.1%). The largest single position, USFR, represented 15.3% of total portfolio value.
In Q3 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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