Lunt Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Holladay, UT
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$260,464
Net value change ($000)
-6,514 (-2.4%)
New positions
8
Sold out positions
9
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TPL 4,615 65.0%
IDLV 1,725 NEW
JPIB 1,483 NEW
ALLW 1,349 480.1%
RSST 1,220 NEW
ACIO 1,191 484.1%
GNR 846 NEW
GDE 819 NEW
BINC 618 17.9%
TOTL 591 13.6%
Top Reduces (Value $000, Stocks/ETFs)
METC -5,159 -51.4%
TFLO -4,051 -44.0%
BIL -2,072 -22.1%
USFR -2,044 -4.5%
PTLC -1,948 -100.0%
PHDG -1,550 -82.1%
SPLV -1,132 -48.5%
BUFT -818 -31.0%
IDMO -783 -100.0%
XLF -725 -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