Lunt-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "FNDF",
  null,
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  null,
  "CLNN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSIE",
  null,
  "META",
  null,
  null,
  null,
  null,
  "TRAK",
  "SNFCA",
  null,
  null,
  null,
  null,
  null,
  null,
  "METC",
  null,
  null,
  "HCAT",
  null,
  null,
  null,
  "IWD",
  null,
  null,
  null,
  "AAPL",
  null,
  null,
  null,
  "SHEL",
  "SPDW",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "RCL",
  null,
  null,
  null,
  null,
  null,
  "IEF",
  null,
  "TPL",
  "VGT",
  "VOO",
  null,
  "IXUS",
  "MTUM",
  "ZION",
  null,
  null,
  null,
  null,
  "RSP",
  null,
  "IWM",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 86
Total Value: 274807474
Accession Number: 0001608034-25-000002
Form Type: 13F-HR
CIK: lunt-capital-management
Manager Name: Lunt-Capital-Management

Data Enrichment

29% identified

25 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $274.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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69374H741

Shares:6.9K

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$274.8M)

464286756

Shares:4.8K

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$274.8M)

SECURITY NATIONAL FINANCIAL CORP

SNFCA|814785309

Shares:15.9K

Value:$191.9K

% of Portfolio:0.1% ($191.9K/$274.8M)

46090F100

Shares:11.9K

Value:$162.5K

% of Portfolio:0.1% ($162.5K/$274.8M)

Clene Inc.

CLNN|185634201

Shares:29.8K

Value:$91.8K

% of Portfolio:0.0% ($91.8K/$274.8M)

Health Catalyst, Inc.

HCAT|42225T107

Shares:17.3K

Value:$78.5K

% of Portfolio:0.0% ($78.5K/$274.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H741)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$203.5K	0.1% ($203.5K/$274.8M)	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)
(cusip464286756)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$200.3K	0.1% ($200.3K/$274.8M)	QoQ NEW(+$200.3K) YoY NEW(+$200.3K)
SECURITY NATIONAL FINANCIAL CORP(SNFCAcusip814785309)	15.9K	QoQ 0.00% (+0) YoY NEW(+15.9K)	All Managers (Combined)	$191.9K	0.1% ($191.9K/$274.8M)	QoQ +0.58% (+$1.1K) YoY NEW(+$191.9K)
(cusip46090F100)✕	11.9K	QoQ 0.00% (+0) YoY -64.45% (-21.6K)	All Managers (Combined)	$162.5K	0.1% ($162.5K/$274.8M)	QoQ +4.92% (+$7.6K) YoY -65.07% (-$302.8K)
Clene Inc.(CLNNcusip185634201)	29.8K	QoQ 0.00% (-0) YoY NEW(+29.8K)	All Managers (Combined)	$91.8K	0.0% ($91.8K/$274.8M)	QoQ -41.99% (-$66.4K) YoY NEW(+$91.8K)
Health Catalyst, Inc.(HCATcusip42225T107)	17.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$78.5K	0.0% ($78.5K/$274.8M)	QoQ -35.92% (-$44.0K) YoY -39.84% (-$52.0K)