DOSSIER · 13F-HR · Q1 2026

Lunt Capital Management, Inc.

Lunt's asset manager based in Chicago, IL — $260M in tracked AUM across 97 positions as of Q1 2026.

L

Lunt·Chicago, IL·Asset Manager

CIK 0001608034 · last filed Mar 31, 2026

Total AUM

$260M

▲ 9.9%

vs prior

Holdings

97

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

15% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Lunt Capital Management, Inc. SEC 13F Filing

1. Portfolio Overview

Lunt Capital Management, Inc. reported a total portfolio value of $266.98 million as of December 31, 2025, representing a significant increase of +21.4% from the previous quarter's $219.89 million. The portfolio consists of 98 holdings, indicating a diversified approach, though the concentration is heavily weighted toward the top assets.

The investment strategy appears to be a "Core an...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

WISDOMTREE TR

$43M852K16.5%

02

PACER FDS TR

$14M268K5.3%

03

TEXAS PACIFIC LAND CORPORATI

$12M25K4.5%

04

PACER FDS TR

$11M224K4.1%

05

FIRST TR EXCHANGE-TRADED FD

$10M289K4.0%

06

PACER FDS TR

$9M213K3.6%

07

DAVIS FUNDAMENTAL ETF TR

$8M157K3.1%

08

SPDR SERIES TRUST

$7M79K2.8%

09

FIRST TR EXCHANGE-TRADED FD

$7M139K2.7%

10

INVESCO EXCHANGE TRADED FD T

$7M34K2.5%

Filing history

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