Institutional Fund
Lunt Capital Management, Inc.
Holladay, UTCIK 16080345 filings on record
Portfolio Value
$260.46M
Q1 2026
Holdings
97
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.4%
from $266.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr16.5%
- Pacer Fds Tr5.3%
- Texas Pacific Land Corporati4.5%
- Pacer Fds Tr4.1%
- First Tr Exchange-Traded Fd4.0%
- Pacer Fds Tr3.6%
- Other62.1%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 851.9K | $42.88M | 16.5% | −41.0K | Reduced |
| 2 | Pacer Fds Tr | 267.6K | $13.86M | 5.3% | +1.6K | Added |
| 3 | Texas Pacific Land Corporati | 24.7K | $11.71M | 4.5% | −27 | Reduced |
| 4 | Pacer Fds Tr | 223.6K | $10.70M | 4.1% | −3.8K | Reduced |
| 5 | First Tr Exchange-Traded Fd | 289.2K | $10.31M | 4.0% | +209 | Added |
| 6 | Pacer Fds Tr | 212.7K | $9.34M | 3.6% | +182 | Added |
| 7 | Davis Fundamental ETF Tr | 156.6K | $7.95M | 3.1% | −1.3K | Reduced |
| 8 | Spdr Series Trust | 79.5K | $7.28M | 2.8% | −22.9K | Reduced |
| 9 | First Tr Exchange-Traded Fd | 139.5K | $6.95M | 2.7% | +11.0K | Added |
| 10 | Invesco Exchange Traded Fd T | 34.1K | $6.54M | 2.5% | +639 | Added |
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