Lunt Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Holladay, UT
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$266,978
Net value change ($000)
+5,478 (2.1%)
New positions
14
Sold out positions
9
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
METC 7,988 388.9%
BINC 3,443 NEW
VTI 3,156 118.2%
SPLV 2,334 NEW
RSP 1,345 26.6%
XLF 725 NEW
XLC 671 NEW
SPEM 569 NEW
DUSA 452 5.9%
XLI 427 60.1%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -4,146 -100.0%
SPMO -2,603 -100.0%
TPL -1,523 -17.7%
XLK -1,253 -100.0%
BIL -871 -8.5%
PIE -828 -100.0%
MOAT -739 -16.9%
DJUL -698 -66.2%
DAUG -679 -66.1%
DSEP -665 -100.0%
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