LC

Lunt Capital Management, Inc.

13F
Lunt Capital Management, Inc.
Last update 2025-05-05 86 Stocks (12 new)
Value $275.00 Mil Turnover 11 %
Countries:
Top Holdings: USFR(22.84%)VRIG(7.09%)TFLO(4.89%)PALC(4.54%)TPL(4.45%)
Summary Stock Picks Current Portfolio
Lunt Capital Management, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
1,247,270
62,775.1
+28.63%
22.840
+5.08%
0.330
+1.13%
+2.37%
18,637.0
 
VRIG
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
776,471
19,473.9
-8.43%
7.090
-0.70%
1.640
+1.76%
+2.68%
1,209.2
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
265,127
13,431.3
-4.01%
4.890
-0.22%
0.190
+1.11%
+2.38%
6,743.2
 
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
Pacer Lunt Large Cap Multi-Factor Alternator ETF
260,176
12,474.8
+4.48%
4.540
+0.19%
4.230
+8.71%
+1.51%
296.5
 
TPL
Texas Pacific Land Corp
9,231
12,231.0
0%
4.450
0%
0.040
-23.11%
-9.61%
22,920.9
Oil & Gas
FCTR
First Trust Lunt U.S. Factor Rotation ETF
First Trust Lunt U.S. Factor Rotation ETF
319,741
9,886.9
+1.63%
3.600
+0.06%
16.400
+15.82%
+4.90%
62.1
 
PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
Pacer Lunt MidCap Multi-Factor Alternator ETF
220,151
9,332.2
+6.72%
3.400
+0.21%
14.200
+11.17%
-4.17%
62.2
 
ALTL
Pacer Lunt Large Cap Alternator ETF
226,183
7,874.3
+6.31%
2.870
+0.17%
5.950
+18.17%
+6.77%
122.8
 
DUSA
Davis Select U.S. Equity ETF
166,315
7,038.4
+4.99%
2.560
+0.12%
1.060
+15.43%
+9.26%
739.6
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
133,530
6,564.3
+2.73%
2.390
+0.06%
0.130
+1.70%
+3.32%
5,126.5
 

Lunt Capital Management, Inc.'s Historical Top Holdings Breakdowns

Lunt Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+5.08%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Add 28.63%
1,247,270
277,605
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
Sold Out
Sold Out
-0.82%
●
91.76 ($97.86) 103.26
$113.83
16.32%
Sold Out
0
-22,295
VRIG
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
2025-03-31
Reduce
Reduce
-0.70%
●
25.06 ($25.12) 25.18
$25.14
0.08%
Reduce -8.43%
776,471
-71,518
IDMO
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
2025-03-31
New Buy
New Buy
+0.52%
●
40.34 ($43.36) 45.45
$50.94
17.48%
New holding
32,483
32,483
XLF
Financial Select Sector SPDR
2025-03-31
New Buy
New Buy
+0.41%
●
47.32 ($50.16) 52.19
$52.54
4.74%
New holding
22,871
22,871
SPLV
Invesco S&P 500 Low Volatility ETF
2025-03-31
New Buy
New Buy
+0.38%
●
68.32 ($72.22) 75.06
$72.80
0.80%
New holding
13,987
13,987
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.37%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Reduce -26.53%
29,198
-10,545
FIXD
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.36%
●
42.4 ($43.35) 44.11
$43.53
0.42%
Reduce -59.45%
14,711
-21,569
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.35%
●
23.29 ($23.34) 23.38
$23.34
-0.02%
Reduce -17.56%
181,956
-38,765
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+0.28%
●
24.5 ($24.74) 24.95
$24.84
0.40%
Add 13.6%
255,614
30,600

Lunt Capital Management, Inc. Total Holding History ($B)

To

Lunt Capital Management, Inc.'s Asset Allocation

To

Lunt Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lunt Capital Management, Inc.'s Hypothetical Growth since 2025-03-31

Lunt Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lunt Capital Management, Inc.'s Holdings Heat Map

Size field:

Lunt Capital Management, Inc.'s Holdings Bubble Chart

Lunt Capital Management, Inc. News

  • 1

Discussions on Lunt Capital Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.