LUNT CAPITAL MANAGEMENT, INC.

PrivateCIK: 1608034
Location

HOLLADAY, UT

97
Positions
$260.46M
Total AUM (reported)
5.20M
Total Shares

Allocation by class

TOTAL AUM$260.46M97 positions
FLOATNG RAT TREA$42.88M16.5%
STATE STREET SPD$25.64M9.8%
COM$15.83M6.1%
LUNT LRGCP MULTI$13.86M5.3%
LUNT MDCAP MLT$10.70M4.1%
LUNT US FACTOR$10.31M4.0%
LUNT LRG CP ALTR$9.34M3.6%

Portfolio Concentration

Top 326.3%4–1022.7%11–2527.4%Rest23.7%TOP 1049.0%0%100%
Top 3$68.46M26.3%
4–10$59.07M22.7%
11–25$71.33M27.4%
Rest$61.60M23.7%

Top 3 weight

26.3%

Top 10 weight

49.0%

Voting Authority Distribution

Total shares with voting rights: 5.20M

Sole

Full voting authority

5.20M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares851.90K
TypeSH
Market value$42.88M
16.46%
Sole
851.90K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
LUNT LRGCP MULTI
Shares267.56K
TypeSH
Market value$13.86M
5.32%
Sole
267.56K
Shared
0.00
None
0.00

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares24.68K
TypeSH
Market value$11.71M
4.50%
Sole
24.68K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
LUNT MDCAP MLT
Shares223.61K
TypeSH
Market value$10.70M
4.11%
Sole
223.61K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
LUNT US FACTOR
Shares289.19K
TypeSH
Market value$10.31M
3.96%
Sole
289.19K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
LUNT LRG CP ALTR
Shares212.73K
TypeSH
Market value$9.34M
3.58%
Sole
212.73K
Shared
0.00
None
0.00

DAVIS FUNDAMENTAL ETF TR

SOLE
SELECT US EQTY
Shares156.63K
TypeSH
Market value$7.95M
3.05%
Sole
156.63K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares79.49K
TypeSH
Market value$7.28M
2.80%
Sole
79.49K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares139.47K
TypeSH
Market value$6.95M
2.67%
Sole
139.47K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares34.09K
TypeSH
Market value$6.54M
2.51%
Sole
34.09K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI TOTAL
Shares71.77K
TypeSH
Market value$6.22M
2.39%
Sole
71.77K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares237.08K
TypeSH
Market value$6.07M
2.33%
Sole
237.08K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares18.20K
TypeSH
Market value$5.84M
2.24%
Sole
18.20K
Shared
0.00
None
0.00

ISHARES TR

SOLE
TRS FLT RT BD
Shares102.02K
TypeSH
Market value$5.17M
1.98%
Sole
102.02K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares55.47K
TypeSH
Market value$5.12M
1.97%
Sole
55.47K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US CASH COWS 100
Shares79.80K
TypeSH
Market value$4.99M
1.92%
Sole
79.80K
Shared
0.00
None
0.00

SSGA ACTIVE ETF TR

SOLE
STATE STREET DOU
Shares124.33K
TypeSH
Market value$4.94M
1.90%
Sole
124.33K
Shared
0.00
None
0.00

RAMACO RES INC

SOLE
COM CL A
Shares315.84K
TypeSH
Market value$4.88M
1.87%
Sole
315.84K
Shared
0.00
None
0.00

TCW ETF TRUST

SOLE
FLEXIBLE INCOME
Shares120.34K
TypeSH
Market value$4.73M
1.81%
Sole
120.34K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares59.01K
TypeSH
Market value$4.52M
1.73%
Sole
59.01K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL INTL
Shares85.16K
TypeSH
Market value$4.17M
1.60%
Sole
85.16K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares78.19K
TypeSH
Market value$4.06M
1.56%
Sole
78.19K
Shared
0.00
None
0.00

DAVIS FUNDAMENTAL ETF TR

SOLE
SELCT INTL ETF
Shares136.43K
TypeSH
Market value$3.67M
1.41%
Sole
136.43K
Shared
0.00
None
0.00

ISHARES TR

SOLE
INVESTMENT GRADE
Shares77.87K
TypeSH
Market value$3.51M
1.35%
Sole
77.87K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares35.70K
TypeSH
Market value$3.45M
1.33%
Sole
35.70K
Shared
0.00
None
0.00
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