Lunt Capital Management, Inc.

Q3 2025 13F-HR Holdings

Location
Holladay, UT
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
93
Total value ($000)
$261,500
Net value change ($000)
+259 (0.1%)
New positions
5
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBIL 1,703 NEW
SPMO 1,405 117.3%
VTI 1,285 92.8%
METC 1,241 152.6%
RSP 899 21.6%
SHLD 832 NEW
ALTL 818 9.5%
PAMC 802 8.2%
TSLA 799 NEW
XLY 709 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -7,956 -15.0%
BIL -2,055 -16.7%
TFLO -1,385 -13.2%
IDMO -1,159 -74.4%
TPL -1,134 -11.6%
XLC -749 -100.0%
XLF -688 -100.0%
MOAT -547 -11.1%
TRAK -262 -24.6%
iSHARES TRUST -186 -4.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type