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CIK: 0001608034
Total reported value
$272.6M
$272.6M
93 檔
33.1%
During the Q3 2025 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 93 reported positions.
Lunt Capital Management, Inc. executed strategic sector rebalancing during Q3 2025, establishing 16 new positions while fully exiting 9 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 17.18% | +0.60% | -14.98% | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 5.21% | +0.31% | +0.07% | |
| 3 | FCTR | First Trust Lunt US Factor | ETF-Other | 4.14% | +0.31% | -5.11% | |
| 4 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 4.04% | +0.39% | +0.85% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.91% | +0.20% | -16.75% | |
| 6 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.61% | +0.27% | -2.90% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.49% | +0.35% | -13.09% | |
| 8 | TPL | Texas Pacific Land CORP | Stock-Energy | 3.30% | -1.47% | — | |
| 9 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.91% | +0.17% | -0.31% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.51% | -0.16% | -1.87% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.27% | +0.08% | +0.49% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.23% | -0.14% | -3.03% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.94% | +0.17% | +16.50% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.90% | -0.07% | -2.51% | |
| 15 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.83% | -0.12% | -2.95% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.72% | -0.10% | +0.11% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.72% | -0.13% | -1.80% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.16% | -0.61% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.67% | +0.02% | -15.90% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.59% | — | -4.30% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.58% | +0.02% | -2.15% | |
| 22 | DINT | Davis Select International | ETF-Other | 1.51% | -0.02% | +0.69% | |
| 23 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.27% | +0.01% | -4.38% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.08% | +0.05% | -0.08% | |
| 25 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.05% | +0.29% | -0.52% | |
| 26 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.05% | +0.02% | -1.59% | |
| 27 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.02% | -0.04% | +0.97% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.18% | +78.57% | |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.00% | +1.18% | NEW | |
| 30 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.99% | +0.09% | -1.40% | |
| 31 | SECT | Main Sector Rotation ETF | ETF-Other | 0.98% | +0.11% | -2.73% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.94% | +0.16% | -2.20% | |
| 33 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.92% | +0.06% | — | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.90% | +0.17% | — | |
| 35 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.90% | — | -1.26% | |
| 36 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.83% | -0.13% | EXIT | |
| 37 | METC | Ramaco Resources Inc-a | Stock-Other | 0.79% | -1.46% | — | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.73% | +0.07% | +2.97% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.69% | +0.27% | +42.84% | |
| 40 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.65% | -0.21% | — | |
| 41 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.65% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.06% | -0.68% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | — | -7.47% | |
| 44 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.40% | — | — | |
| 45 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.40% | — | — | |
| 46 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.39% | — | — | |
| 47 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.32% | +0.08% | +1.06% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.32% | -0.11% | — | |
| 49 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 0.32% | +0.17% | NEW | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.04% | — |
According to official SEC Form 13F filings, Lunt Capital Management, Inc. reported a total U.S. public equity portfolio value of $272.6M across 93 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, PALC, FCTR) accounted for 33.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLXR
市值: $4.8M
Top Position Liquidated / Trimmed
VRIG
前期市值: $19.5M
During Q3 2025, Lunt Capital Management, Inc.'s top holdings by market value included USFR (17.2%)、PALC (5.2%)、FCTR (4.1%). The largest single position, USFR, represented 17.2% of total portfolio value.
In Q3 2025, Lunt Capital Management, Inc. made 79 total portfolio adjustments, initiating 16 new buys, adding to 20 positions, trimming 34 holdings, and fully liquidating 9 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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