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Lunt Capital Management

Latest statistics and disclosures from Lunt Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, PALC, FCTR, PAMC, BIL, and represent 34.49% of Lunt Capital Management's stock portfolio.
Added to shares of these 10 stocks: VBIL, SPMO, VTI, SHLD, TSLA, RSP, XLY, SPSM, EWN, PAMC.
Started 5 new stock positions in SHLD, EWN, XLY, VBIL, TSLA.
Reduced shares in these 10 stocks: USFR (-$7.9M), BIL, TFLO, IDMO, MOAT, XLC, , FCTR, ALTL, IBTF.
Sold out of its positions in XLF, XLC.
Lunt Capital Management was a net seller of stock by $-9.0M.
Lunt Capital Management has $262M in assets under management (AUM), dropping by 0.10%.
Central Index Key (CIK): 0001608034

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Portfolio Holdings for Lunt Capital Management

Lunt Capital Management holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	17.2	$45M	-14%	894k	50.27	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	5.2	$14M		263k	51.77	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	4.1	$11M	-5%	305k	35.51	View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)	4.0	$11M		225k	47.02	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	3.9	$10M	-16%	112k	91.75	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	3.6	$9.5M	-2%	223k	42.46	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.5	$9.1M	-13%	180k	50.59	View chart
Texas Pacific Land Corp (TPL)	3.3	$8.6M		9.2k	933.64	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	2.9	$7.6M		159k	47.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.5	$6.6M		132k	49.79	View chart
Ishares Tr Core Msci Total (IXUS)	2.3	$5.9M		72k	82.58	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.2	$5.8M	-3%	226k	25.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$5.1M	+16%	27k	189.70	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.9	$5.0M	-2%	53k	93.35	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.8	$4.8M	-2%	120k	39.80	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$4.5M		78k	57.47	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.7	$4.5M		111k	40.57	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.7	$4.4M		56k	78.34	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$4.4M	-15%	44k	99.11	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	1.6	$4.1M	-4%	177k	23.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$4.1M	-2%	96k	42.96	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	1.5	$3.9M		141k	27.98	View chart
Ishares Tr Investment Grade (IGEB)	1.3	$3.3M	-4%	72k	46.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$2.8M		66k	42.79	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.0	$2.7M		62k	44.31	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.0	$2.7M		102k	26.94	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	1.0	$2.7M		111k	24.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.7M	+78%	8.1k	328.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$2.6M	+101%	22k	121.06	View chart
Spdr Series Trust S&p Kensho New (KOMP)	1.0	$2.6M		41k	62.26	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.0	$2.6M	-2%	41k	63.02	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.9	$2.5M	-2%	40k	61.92	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.9	$2.4M		46k	52.00	View chart
Royal Caribbean Cruises (RCL)	0.9	$2.4M		7.3k	323.58	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.9	$2.3M		43k	54.76	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.8	$2.2M		59k	37.24	View chart
Ramaco Res Com Cl A (METC)	0.8	$2.1M		62k	33.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$1.9M	+2%	5.2k	365.48	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.7	$1.8M	+42%	39k	46.32	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.7	$1.7M	NEW	23k	75.61	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.6	$1.7M		37k	45.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.5M		6.2k	241.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$1.3M	-7%	4.4k	281.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.4	$1.1M		23k	46.70	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$1.0M		25k	41.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.4	$1.0M		24k	43.63	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$835k		8.1k	103.21	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$832k	NEW	12k	70.24	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.3	$828k	-9%	34k	24.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$819k		16k	50.73	View chart
Repositrak Com New (TRAK)	0.3	$801k		54k	14.82	View chart
Tesla Motors (TSLA)	0.3	$799k	NEW	1.8k	444.72	View chart
Apple (AAPL)	0.3	$735k	+6%	2.9k	254.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$719k		9.8k	73.29	View chart
Zions Bancorporation (ZION)	0.3	$716k		13k	56.58	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$710k		4.6k	154.23	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$709k	NEW	3.0k	239.64	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$690k		16k	43.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$683k		915.00	746.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.3	$665k		15k	44.20	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.2	$642k		23k	27.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.2	$641k		14k	46.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$610k		3.0k	203.59	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$598k		23k	25.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$550k		7.5k	73.46	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$494k		6.5k	76.40	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$485k		11k	45.77	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$425k		3.4k	125.05	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$408k		6.8k	59.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$399k	-75%	7.4k	53.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$375k	+8%	612.00	612.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$374k		1.5k	256.45	View chart
Meta Platforms Cl A (META)	0.1	$367k		500.00	734.38	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.1	$365k		12k	30.86	View chart
Shell Spon Ads (SHEL)	0.1	$365k		5.1k	71.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$360k		3.7k	96.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$341k		7.3k	46.50	View chart
Clene Com New (CLNN)	0.1	$315k	+2%	52k	6.03	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$309k		3.9k	78.90	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.1	$306k		11k	27.68	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$242k		7.2k	33.59	View chart
Ishares Tr Msci Finland Etf (EFNL)	0.1	$240k		5.6k	42.81	View chart
Global X Fds Msci Norway Etf (NORW)	0.1	$233k		7.7k	30.21	View chart
Ishares Msci Cda Etf (EWC)	0.1	$228k		4.5k	50.55	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$223k		4.7k	47.20	View chart
Ishares Msci Switzerland (EWL)	0.1	$221k		4.0k	55.24	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.1	$220k		6.9k	31.68	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$214k		5.1k	41.97	View chart
Ishares Msci Netherl Etf (EWN)	0.1	$213k	NEW	3.7k	58.01	View chart
Ishares Msci Aust Etf (EWA)	0.1	$206k		7.6k	27.00	View chart
Security Natl Finl Corp Cl A New (SNFCA)	0.1	$156k	+8%	18k	8.67	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$154k	-5%	11k	13.43	View chart
Health Catalyst (HCAT)	0.0	$49k		17k	2.85	View chart

Past Filings by Lunt Capital Management

SEC 13F filings are viewable for Lunt Capital Management going back to 2023

Lunt Capital Management 2025 Q3 filed Nov. 12, 2025
Lunt Capital Management 2025 Q2 filed July 28, 2025
Lunt Capital Management 2025 Q1 filed May 5, 2025
Lunt Capital Management 2024 Q4 filed Jan. 24, 2025
Lunt Capital Management 2024 Q3 filed Oct. 24, 2024
Lunt Capital Management 2024 Q2 filed July 19, 2024
Lunt Capital Management 2024 Q1 filed April 23, 2024
Lunt Capital Management 2023 Q4 filed Jan. 30, 2024
Lunt Capital Management 2023 Q3 filed Oct. 31, 2023
Lunt Capital Management 2023 Q2 filed Aug. 11, 2023

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