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CIK: 0001608034
Total reported value
$272.6M
$272.6M
97 檔
32.8%
In Q1 2026, Lunt Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $272.6M, distributed across 97 disclosed stock positions.
Lunt Capital Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 9 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 16.46% | +0.60% | -4.59% | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 5.32% | +0.31% | +0.60% | |
| 3 | TPL | Texas Pacific Land CORP | Stock-Energy | 4.50% | -1.47% | -0.11% | |
| 4 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 4.11% | +0.39% | -1.66% | |
| 5 | FCTR | First Trust Lunt US Factor | ETF-Other | 3.96% | +0.31% | +0.07% | |
| 6 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.58% | +0.27% | +0.09% | |
| 7 | DUSA | Davis Select US Equity ETF | ETF-Other | 3.05% | +0.17% | -0.81% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.80% | +0.20% | -22.37% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.67% | -0.16% | +8.57% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.51% | +0.17% | +1.91% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.39% | +0.08% | -3.24% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.33% | -0.14% | +7.51% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | +0.18% | +4.78% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.98% | +0.35% | -44.14% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.97% | -0.07% | +9.12% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.92% | -0.10% | +0.78% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.90% | -0.13% | +15.06% | |
| 18 | METC | Ramaco Resources Inc-a | Stock-Other | 1.87% | -1.46% | -43.39% | |
| 19 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.81% | -0.12% | +7.27% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.16% | +1.43% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.60% | +0.02% | -6.25% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.56% | -0.10% | +19.85% | |
| 23 | DINT | Davis Select International | ETF-Other | 1.41% | -0.02% | -1.27% | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.35% | +0.01% | +16.53% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.33% | +0.02% | +1.77% | |
| 26 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.11% | +0.29% | -10.81% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.10% | +0.05% | -2.80% | |
| 28 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.98% | +0.06% | — | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.94% | +0.16% | +1.98% | |
| 30 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.91% | +0.02% | +0.33% | |
| 31 | SECT | Main Sector Rotation ETF | ETF-Other | 0.87% | +0.11% | +0.46% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.77% | +0.17% | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | +0.07% | — | |
| 34 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.70% | -0.04% | -31.60% | |
| 35 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.68% | +0.09% | -21.32% | |
| 36 | IDLV | Invesco S&p International De | ETF-Other | 0.66% | -0.66% | EXIT | |
| 37 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.63% | — | — | |
| 38 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 0.63% | +0.05% | +453.62% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.06% | — | |
| 40 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.58% | -0.21% | -1.63% | |
| 41 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.57% | — | — | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | +0.27% | -22.40% | |
| 43 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.55% | +0.01% | +509.57% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.48% | -0.19% | +4.98% | |
| 45 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.47% | +0.03% | — | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.46% | -0.46% | EXIT | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.42% | — | — | |
| 48 | GNR | State Street Spdr S&p Global | ETF-Other | 0.32% | -0.32% | EXIT | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.32% | -0.11% | +0.62% | |
| 50 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.32% | -0.25% | -3.10% |
According to official SEC Form 13F filings, Lunt Capital Management, Inc. reported a total U.S. public equity portfolio value of $272.6M across 97 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, PALC, TPL) accounted for 32.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDLV
市值: $1.7M
Top Position Liquidated / Trimmed
PTLC
前期市值: $1.9M
During Q1 2026, Lunt Capital Management, Inc.'s top holdings by market value included USFR (16.5%)、PALC (5.3%)、TPL (4.5%). The largest single position, USFR, represented 16.5% of total portfolio value.
In Q1 2026, Lunt Capital Management, Inc. made 77 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 28 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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