Lunt Capital Management, Inc.
CIK: 0001608034SEC EDGAR →
Portfolio Value
$267.0M
Holdings
98
As of
Q4 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 892,868 | $44.9M | 16.83% |
| 2 | PACER FDS TR | 265,966 | $13.9M | 5.20% |
| 3 | PACER FDS TR | 227,378 | $10.6M | 3.97% |
| 4 | FIRST TR EXCHANGE-TRADED FD | 288,980 | $10.3M | 3.86% |
| 5 | RAMACO RES INC | 557,899 | $10.0M | 3.76% |
| 6 | SPDR SERIES TRUST | 102,388 | $9.4M | 3.50% |
| 7 | ISHARES TR | 182,648 | $9.2M | 3.45% |
| 8 | PACER FDS TR | 212,552 | $9.1M | 3.42% |
| 9 | DAVIS FUNDAMENTAL ETF TR | 157,902 | $8.1M | 3.02% |
| 10 | TEXAS PACIFIC LAND CORPORATI | 24,702 | $7.1M | 2.66% |
Quarterly Changes
New Positions (14)
$3.4M · 65K shares
$2.3M · 33K shares
$724K · 13K shares
$670K · 6K shares
$568K · 12K shares
$424K · 15K shares
$280K · 10K shares
$269K · 9K shares
$245K · 6K shares
$215K · 3K shares
$213K · 10K shares
$204K · 167K shares
$204K · 3K shares
$147K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $236.7M | 88.7% |
| Energy | 4 | $17.7M | 6.6% |
| Unknown | 6 | $8.1M | 3.0% |
| Consumer Cyclical | 2 | $2.8M | 1.1% |
| Technology | 1 | $777K | 0.3% |
| Healthcare | 3 | $551K | 0.2% |
| Communication Services | 1 | $330K | 0.1% |