Arkolith/Funds/Lunt Capital Management, Inc.

Lunt Capital Management, Inc.

CIK 1608034
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Lunt Capital Management, Inc. holds a focused book of 90 stocks worth $272.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Pacer Lunt LRG Cap Multi-Fac. Their largest long position is Wisdomtree Floating Rate Tre at 17% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
25
existing
Trimmed
42
reduced
Sold out
12
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
50%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
3%
Industrials
1%
Information Technology
1%
Energy
1%
Consumer Discretionary
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Lunt Capital Management, Inc.

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$8.8B
MORGAN STANLEY77 / 80$170.5B
LPL Financial LLC77 / 80$45.3B
RAYMOND JAMES FINANCIAL INC73 / 80$41.4B
UBS Group AG72 / 80$39.6B
ROYAL BANK OF CANADA72 / 80$38.2B
IFP Advisors, Inc72 / 80$688.3M
WELLS FARGO & COMPANY/MN70 / 80$45.3B

Ranked by how many of Lunt Capital Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

90 positions
#SecurityValueShares% PortLast moveHistory
1Wisdomtree TR
FLOATNG RAT TREA
$46.5M923.5K
17.1%
+8.4%
Added · +72K sh
2Pacer FDS TR
LUNT LRGCP MULTI
$15.3M256.7K
5.6%
−4.1%
Reduced · −11K sh
3Pacer FDS TR
LUNT MDCAP MLT
$12.3M221.6K
4.5%
−0.9%
Reduced · −2K sh
4First TR Exchange-Traded FD
LUNT US FACTOR
$11.6M284.9K
4.3%
−1.5%
Reduced · −4K sh
5Pacer FDS TR
LUNT LRG CP ALTR
$10.5M204.5K
3.8%
−3.9%
Reduced · −8K sh
6Davis Fundamental ETF TR
SELECT US EQTY
$8.8M156.2K
3.2%
−0.3%
Reduced · −466 sh
7Texas Pacific Land Corporati
COM
$8.3M18.9K
3.0%
−23%
Reduced · −6K sh
8SPDR Series Trust
ST STR BLO 1 ETF
$8.2M89.3K
3.0%
+12%
Added · +10K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$7.3M34.3K
2.7%
+0.6%
Added · +188 sh
10First TR Exchange-Traded FD
FST LOW OPPT EFT
$6.9M137.7K
2.5%
−1.3%
Reduced · −2K sh
11Ishares TR
CORE MSCI TOTAL
$6.7M70.7K
2.5%
−1.5%
Reduced · −1K sh
12Vanguard Index FDS
TOTAL STK MKT
$6.6M17.8K
2.4%
−2.0%
Reduced · −374 sh
13Ishares TR
TRS FLT RT BD
$6.4M125.7K
2.3%
+23%
Added · +24K sh
14SPDR Series Trust
ST STR AGGRE ETF
$6.0M234.0K
2.2%
−1.3%
Reduced · −3K sh
15Pimco ETF TR
ACTIVE BD ETF
$5.2M56.2K
1.9%
+1.3%
Added · +732 sh
16SPDR Series Trust
ST STR P500ETF
$5.2M58.6K
1.9%
−0.7%
Reduced · −397 sh
17Pacer FDS TR
US CASH COWS 100
$5.0M79.8K
1.8%
−0.1%
Reduced · −46 sh
18Ssga Active ETF TR
ST STR TOTAL ETF
$4.8M122.3K
1.8%
−1.6%
Reduced · −2K sh
19TCW ETF Trust
FLEXIBLE INCOME
$4.6M117.3K
1.7%
−2.5%
Reduced · −3K sh
20Schwab Strategic TR
FUNDAMENTAL INTL
$4.4M83.7K
1.6%
−1.7%
Reduced · −1K sh
21BlackRock ETF Trust II
ISHA FLEX IN ETF
$4.0M75.9K
1.5%
−2.9%
Reduced · −2K sh
22Ea Series Trust
FREEDOM 100 EM
$3.8M52.2K
1.4%
−1.0%
Reduced · −532 sh
23Davis Fundamental ETF TR
SELCT INTL ETF
$3.8M132.6K
1.4%
−2.8%
Reduced · −4K sh
24Ishares TR
INVT GRAD SY ETF
$3.7M82.1K
1.4%
+5.4%
Added · +4K sh
25Vaneck ETF Trust
MRNGSTR WDE MOAT
$3.7M35.5K
1.4%
−0.5%
Reduced · −190 sh
26Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$3.2M20.0K
1.2%
New
New position
27SPDR Index SHS FDS
ST STR PO EX ETF
$3.1M62.0K
1.1%
−0.7%
Reduced · −460 sh
28First TR Exchange Traded FD
DORSEY WRT 5 ETF
$3.0M39.5K
1.1%
−2.2%
Reduced · −876 sh
29Invesco Exch Traded FD TR II
RUSEL 1000 EQL
$2.8M48.0K
1.0%
+3.6%
Added · +2K sh
30Northern LTS FD TR IV
MAIN SECTR ROTN
$2.7M37.2K
1.0%
−0.7%
Reduced · −252 sh
31Royal Caribbean Group
COM
$2.6M8.1K
0.9%
+11%
Added · +792 sh
32First TR Exchng Traded FD VI
VEST BUFFERED
$2.5M86.7K
0.9%
−1.5%
Reduced · −1K sh
33SPDR Series Trust
ST STR SP600 SML
$2.3M39.4K
0.8%
+31%
Added · +9K sh
34Ishares TR
RUS 1000 ETF
$2.1M5.2K
0.8%
Held
35SPDR Series Trust
SP KENSHO NEWEC
$2.1M29.4K
0.8%
−3.1%
Reduced · −946 sh
36Ssga Active TR
SST BRIDGEWATER
$1.8M63.2K
0.7%
+12%
Added · +7K sh
37First TR Exchng Traded FD VI
VEST BUFFERED
$1.8M69.6K
0.7%
−5.0%
Reduced · −4K sh
38Ishares TR
RUSSELL 2000 ETF
$1.8M5.9K
0.7%
−3.5%
Reduced · −217 sh
39Davis Fundamental ETF TR
SELECT WRLD WI
$1.7M37.4K
0.6%
Held
40J P Morgan Exchange Traded F
INTL BD OPP ETF
$1.5M32.0K
0.6%
+3.3%
Added · +1K sh
41ETF Ser Solutions
APTUS COLLRD INV
$1.5M33.0K
0.6%
−3.6%
Reduced · −1K sh
42Entrepreneurshares Series TR
ERSH PRI PUB ETF
$1.5M70.4K
0.5%
New
New position
43Tidal Trust II
RETURN STCKD US
$1.4M41.8K
0.5%
−3.1%
Reduced · −1K sh
44Goldman Sachs ETF TR
ACTIVEBETA INT
$1.2M25.2K
0.4%
Held
45Ramaco Res Inc
COM CL A
$1.1M85.2K
0.4%
−73%
Reduced · −231K sh
46Ishares TR
GLOBAL TECH ETF
$1.0M7.0K
0.4%
−6.9%
Reduced · −515 sh
47Vanguard Instl Index FD
0 3 MO TR BI ETF
$1.0M13.2K
0.4%
−34%
Reduced · −7K sh
48Invesco Exch Traded FD TR II
S&P INTL MOMNT
$904K15.0K
0.3%
New
New position
49Vanguard World FD
INF TECH ETF
$875K7.3K
0.3%
+700%
Added · +6K sh
50Zions Bancorporation Natl As
COM
$872K12.6K
0.3%
Held
Showing 50 of 90 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202690$272.6M13F-HR
Q1 2026Mar 31, 2026May 13, 202697$260.5M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202698$267.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202593$261.5M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202590$261.2M13F-HR
Q1 2025Mar 31, 2025May 5, 202586$274.8M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202582$256.9M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202491$213.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.