Lunt Capital Management, Inc.
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$260.5M
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Q4 2025: Exited (was 893.8k shares)
16.5%
02
$PALC
PACER FDS TR
Q4 2025: Exited (was 263.1k shares)
5.3%
03
$TPL
TEXAS PACIFIC LAND CORPORATI
Q4 2025: Exited (was 9.2k shares)
4.5%
04
$PAMC
PACER FDS TR
Q4 2025: Exited (was 224.7k shares)
4.1%
05
$FCTR
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 305.2k shares)
4.0%
06
$ALTL
PACER FDS TR
Q4 2025: Exited (was 222.6k shares)
3.6%
07
$DUSA
DAVIS FUNDAMENTAL ETF TR
Q4 2025: Exited (was 159.1k shares)
3.1%
08
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 111.5k shares)
2.8%
09
$LMBS
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 132.0k shares)
2.7%
10
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +2.9% (38.4k → 39.5k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:05 UTC.