Lunt Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Holladay, UT
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$262,588
Net value change ($000)
-10,050 (-3.7%)
New positions
6
Sold out positions
7
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EELV 1,896 NEW
XLK 1,446 NEW
SPLV 1,320 NEW
GNR 794 NEW
XLC 770 NEW
VBIL 752 75.0%
FTGC 635 NEW
GUNR 483 239.1%
COWZ 452 9.1%
SPYM 351 6.8%
Top Reduces (Value $000, Stocks/ETFs)
TPL -3,873 -46.8%
SPMO -3,224 -100.0%
USFR -2,286 -4.9%
XOVR -1,481 -100.0%
ALTL -1,329 -12.7%
PALC -1,249 -8.1%
FCTR -821 -7.1%
XLI -785 -100.0%
PAMC -749 -6.1%
SPSM -611 -26.9%
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