Lunt Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Holladay, UT
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$272,638
Net value change ($000)
+12,174 (4.7%)
New positions
5
Sold out positions
12
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
USFR 3,615 8.4%
SPMO 3,224 NEW
PAMC 1,580 14.8%
XOVR 1,481 NEW
PALC 1,475 10.6%
FCTR 1,316 12.8%
TFLO 1,198 23.2%
ALTL 1,156 12.4%
FRDM 924 32.1%
IDMO 904 NEW
Top Reduces (Value $000, Stocks/ETFs)
METC -3,756 -76.9%
TPL -3,436 -29.3%
IDLV -1,725 -100.0%
SPLV -1,202 -100.0%
GNR -846 -100.0%
EELV -804 -100.0%
XLC -673 -100.0%
FTGC -662 -100.0%
GUNR -635 -75.9%
VBIL -512 -33.8%
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