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Fundamental Invs shares owned by Luminist Capital

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Luminist Capital from 13F filings

Historical chart of Luminist Capital investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Luminist Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Luminist Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 375 94.11

More positions owned by Luminist Capital

Ishares Treasury Floatng Uit Exchange Traded (TFLO)
Spdr Gold Shares Etf Uit Exchange Traded (GLD)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Abrdn Physical Gold Uit Exchange Traded (SGOL)
Us Treasury 2 Year Note Uit Exchange Traded (UTWO)
Ishares Short Treasury Uit Exchange Traded (SHV)
Vanguard High Dividend Uit Exchange Traded (VYM)
Innovator Etfs Trust Us Small Cap Pwr (KNOV)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Vanguard Total Uit Exchange Traded (VTI)
Spdr Portfolio S&p 400 Uit Exchange Traded (SPMD)
Innovator Etfs Trust Equity Dual Dirt
Ishares Msci Emerging Uit Exchange Traded (EEM)
Wal-Mart Stores (WMT)

View all positions for Luminist Capital

Top funds holding Fundamental Invs

Westside Investment Management
Coston, McIsaac & Partners
Ferguson Wellman Capital Management
Financially Speaking
North Star Asset Management
Luminist Capital
Game Plan Financial Advisors
Financial Gravity Wealth

View all funds holding Fundamental Invs