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CIK: 0001608034
Total reported value
$272.6M
$272.6M
98 檔
32.9%
The Q4 2025 SEC filing reveals that Lunt Capital Management, Inc. held a total portfolio value of $272.6M, covering 98 public equity positions.
Lunt Capital Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 14 new positions while fully exiting 9 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 16.83% | +0.60% | -0.10% | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 5.20% | +0.31% | +1.08% | |
| 3 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 3.97% | +0.39% | +1.19% | |
| 4 | FCTR | First Trust Lunt US Factor | ETF-Other | 3.86% | +0.31% | -5.32% | |
| 5 | METC | Ramaco Resources Inc-a | Stock-Other | 3.76% | -1.46% | +801.29% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.50% | +0.20% | -8.14% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.45% | +0.35% | +1.35% | |
| 8 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.42% | +0.27% | -4.51% | |
| 9 | DUSA | Davis Select US Equity ETF | ETF-Other | 3.02% | +0.17% | -0.76% | |
| 10 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.66% | -1.47% | +167.60% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.41% | -0.16% | -2.71% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.40% | +0.17% | +25.32% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.35% | +0.08% | +3.07% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.18% | +0.18% | +113.61% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.13% | -0.14% | -2.41% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.78% | -0.10% | +1.17% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.77% | -0.07% | -4.44% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.16% | +3.73% | |
| 19 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.66% | -0.12% | -6.59% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.63% | -0.13% | -2.42% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.54% | +0.02% | -5.71% | |
| 22 | DINT | Davis Select International | ETF-Other | 1.48% | -0.02% | -2.01% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.36% | +0.02% | -20.48% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.29% | -0.10% | — | |
| 25 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.14% | +0.01% | -7.14% | |
| 26 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.14% | +0.29% | -4.49% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.07% | +0.05% | -2.37% | |
| 28 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.99% | -0.04% | -3.43% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.93% | +0.16% | +0.10% | |
| 30 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.91% | +0.06% | — | |
| 31 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.90% | +0.02% | -13.63% | |
| 32 | SECT | Main Sector Rotation ETF | ETF-Other | 0.90% | +0.11% | -8.82% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.87% | -0.46% | EXIT | |
| 34 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.86% | +0.09% | -6.74% | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.76% | +0.17% | — | |
| 36 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.73% | — | -18.21% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.73% | +0.07% | — | |
| 38 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.71% | -0.13% | EXIT | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.27% | -1.36% | |
| 40 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.65% | — | — | |
| 41 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.58% | -0.21% | -9.63% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.06% | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | -0.19% | +59.33% | |
| 44 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.41% | — | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.02% | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.29% | -0.04% | -3.68% | |
| 47 | IDMO | Invesco S&p International De | ETF-Other | 0.29% | +0.33% | NEW | |
| 48 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.29% | +0.08% | -8.47% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.02% | -0.97% | |
| 50 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.29% | -0.11% | -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 98 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, PALC, PAMC) accounted for 32.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BINC
市值: $3.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $4.1M
During Q4 2025, Lunt Capital Management, Inc.'s top holdings by market value included USFR (16.8%)、PALC (5.2%)、PAMC (4.0%). The largest single position, USFR, represented 16.8% of total portfolio value.
In Q4 2025, Lunt Capital Management, Inc. made 87 total portfolio adjustments, initiating 14 new buys, adding to 28 positions, trimming 36 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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