Data as of Q4 2025 (Dec 31, 2025)

Lunt Capital Management, Inc.

•CIK: 1608034•Filing: Q4 2025

Lunt Capital Management, Inc. manages $267M across a diversified portfolio of 98 positions. The fund exhibits significant concentration in USFR, representing $44.9M of its top holdings. Other notable allocations include PALC at $13.9M and PAMC at $10.6M, indicating targeted exposure across various sectors. This structure suggests a focused, actively managed approach within its current asset allocation.

Total AUM
$267.0M
QoQ Performance
+2.1%
Positions
49
Top 10 Concentration
49.7%
Latest Filing
Q4 2025

Top Holdings Allocation

USFR
PALC
USFR16.8%
PALC5.2%
PAMC4.0%
FCTR3.9%
METC3.8%
BIL3.5%
TFLO3.5%
ALTL3.4%

📈 Biggest Buys

METC
RAMACO RES INC
+801.3%
3.8% of portfolio
TPL
TEXAS PACIFIC LAND CORPORATI
+167.6%
2.7% of portfolio
BINC
BLACKROCK ETF TRUST II
NEW
1.3% of portfolio
VTI
VANGUARD INDEX FDS
+113.6%
2.2% of portfolio
SPLV
INVESCO EXCH TRADED FD TR II
NEW
0.9% of portfolio

📉 Biggest Sells

MOAT
VANECK ETF TRUST
-20.5%
1.4% of portfolio
BIL
SPDR SERIES TRUST
-8.1%
3.5% of portfolio
DJUL
FIRST TR EXCHNG TRADED FD VI
-66.9%
0.1% of portfolio
DAUG
FIRST TR EXCHNG TRADED FD VI
-66.7%
0.1% of portfolio
FCTR
FIRST TR EXCHANGE-TRADED FD
-5.3%
3.9% of portfolio

Sector Breakdown

Other98.4%
Consumer1.1%
Technology0.4%
ETF0.1%

🚪 Exited Positionssold since Q3 2025

—
ISHARES TR
SOLD
$4.1M
SPMO
INVESCO EXCH TRADED FD TR II
SOLD
$2.6M
XLK
SELECT SECTOR SPDR TR
SOLD
$1.3M
PIE
INVESCO EXCH TRADED FD TR II
SOLD
$828.3K
DSEP
FIRST TR EXCHNG TRADED FD VI
SOLD
$665.0K
+4 more exited positions

Changes from Q3 2025

NEW14 new positions
↑28 increased
↓36 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

USFR16.8%
WISDOMTREE TR
$44.9M
PALC5.2%
PACER FDS TR
$13.9M
PAMC4.0%
PACER FDS TR
$10.6M
FCTR3.9%
FIRST TR EXCHANGE-TRADED FD
$10.3M
METC3.8%
RAMACO RES INC
$10.0M

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